2024-11-07T09:57:11-06:00 2023-12-31 990 2023-01-01 810468034 ST VINCENT HEALTHCARE FOUNDATION INC STVI 8018427851 1106 N 30TH STREET BILLINGS MT 59101 TYLER WILTGEN EXECUTIVE DIRECTOR 8018427851 2024-11-06 0 2023 2024-10-15 13:58:12Z TYLER WILTGEN 1106 N 30TH STREET BILLINGS MT 59101 9869906 0 0928 X SEE SCHEDULE O X 1990 MT WE REVEAL AND FOSTER GOD'S HEALING LOVE BY IMPROVING THE HEALTH OF THE PEOPLE AND COMMUNITIES WE SERVE, ESPECIALLY THOSE WHO ARE POOR AND VULNERABLE. 8 7 0 60 0 0 6397586 6808663 0 0 4624108 2889675 -18289 -117832 11003405 9580506 9575304 6747530 0 0 733106 856641 0 0 545608 1618512 1543963 11926922 9148134 -923517 432372 68494615 75999513 510989 1681630 67983626 74317883 X WE REVEAL AND FOSTER GOD'S HEALING LOVE BY IMPROVING THE HEALTH OF THE PEOPLE AND COMMUNITIES WE SERVE, ESPECIALLY THOSE WHO ARE POOR AND VULNERABLE. 0 0 7426439 6747530 0 ST. VINCENT HEALTHCARE FOUNDATION SUPPORTS A WIDE VARIETY OF ST. VINCENT HEALTHCARE SERVICES, OUTREACH PROGRAMS, AND COMMUNITY-BASED ORGANIZATIONS ALL FOCUSED ON ACCOMPLISHING OUR MISSION OF IMPROVING THE HEALTH OF THE PEOPLE AND COMMUNITIES WE SERVE, ESPECIALLY THOSE WHO ARE POOR AND VULNERABLE.THE FOUNDATION WORKS WITH THE HOSPITAL TO SUPPORT THE MONTANA PEDIATRICS PROJECT AND FOUNDED MONTANA'S FIRST PICU STAFFED 24/7 BY BOARD CERTIFIED PEDIATRIC INTENSIVISTS. THAT MEANS THAT NO MATTER THE TIME OF DAY OR NIGHT, A CRITICAL CARE SPECIALIST IS READY TO HELP YOUR CHILD. OUR DEDICATED PICU STAFF ALSO UTILIZE ELECTRONIC RECORDS AND TELEMEDICINE TO ADVISE PEDIATRICIANS THROUGHOUT THE REGION ON THE BEST COURSE OF TREATMENT FOR CHILDREN IN NEED OF CRITICAL CARE. ST. VINCENT HEALTHCARE WAS PART OF THE SISTERS OF CHARITY OF LEAVENWORTH HEALTH SYSTEM. ON APRIL 1, 2022, INTERMOUNTAIN HEALTH CARE, INC. AND SISTERS OF CHARITY OF LEAVENWORTH HEALTH SYSTEM, INC. AFFILIATED, CREATING A MODEL HEALTH SYSTEM THAT PROVIDES HIGH-QUALITY, ACCESSIBLE, AND AFFORDABLE HEALTHCARE TO COMMUNITIES IN UTAH, IDAHO, NEVADA, COLORADO, MONTANA, WYOMING, AND KANSAS. THE ORGANIZATION EMPLOYS MORE THAN 66,000 CAREGIVES, OPERATES 33 HOSPITALS (INCLUDING ONE VIRTUAL HOSPITAL), AND RUNS HUNDREDS OF CLINICS, WHILE PROVIDING HEALTH INSURANCE TO OVER ONE MILLION PEOPLE IN UTAH, IDAHO AND NEVADA.AS PART OF INTERMOUNTAIN HEALTHCARE, ST. VINCENT FOUNDATION HAS DIRECT ACCESS TO BEST PRACTICES, RESOURCES, TECHNOLOGY, TALENT AND STRATEGIC CAPITAL.THE FOUNDATION GRANTS DIVISION APPLIES FOR AND ADMINISTERS FEDERAL AND STATE GRANTS THAT OPERATE OUT OF THE HOSPITAL. THE GRANTS HAVE HELPED WITH TELEMEDICINE, ELDER CARE, PEDIATRICS, TRAINING AND OTHER PROGRAMS. ST. VINCENT FOUNDATION PROVIDES AND MANAGES THE FOLLOWING GRANT FUNDS IN SUPPORT OF THE HEALTHCARE NEEDS OF THE COMMUNITY.MT PEDIATRICS PROJECT ENDOWMENTTO PROVIDE SUPPORT FOR THE MONTANA PEDIATRIC PROJECT, WHICH INCLUDES BUT IS NOT LIMITED TO: ASSISTANCE TO FAMILIES WITH HOSPITALIZED CHILDREN, THE COST OF NECESSARY EQUIPMENT, TRANSPORTATION, LODGING, PEDIATRIC INTENSIVE CARE TRAINING, OUTREACH, AND THE REMODELING NEEDS OF THE PEDIATRIC INTENSIVE CARE UNIT.PEDIATRIC SURGEON - F MARS GIFTDESIGNATED FOR RECRUITMENT AND FUNDING OF FORMING THE PEDIATRIC SURGEON PROGRAM INCLUDING SALARY AND OTHER OPERATIONAL COSTS FOR THE PROGRAM.NELLES NURSES SCHOLARSHIP ENDOWMENTFOR THE FURTHERING OF EDUCATION OF INDIVIDUALS IN THE NURSING PROFESSION.MOTHER / NEWBORN OBSTETRICSDESIGNATED FOR THE LABOR AND DELIVERY AND MOTHER/NEWBORN AREA OF THE HOSPITAL. FUNDS WILL PROVIDE UPDATED INFRASTRUCTURE AND EQUIPMENT FOR BIRTHING SUITES AND PATIENT ROOMS.BUILDING CAPITAL FUNDFUNDS DESIGNATED TO SUPPORT CAPITAL BUILDING REQUESTS FROM ST. VINCENT HEALTHCARE.SPIRITUAL CARE ENDOWMENTTO PROVIDE OPERATIONAL SUPPORT FOR EXPENSES INCURRED THROUGH THE SPIRITUAL CARE DEPARTMENT INCLUDING STAFF SALARIES.MEADOWLARK HOUSETHE MEADOWLARK HOUSE PROVIDES FREE HOUSING FOR CANCER PATIENTS UNDERGOING CANCER TREATMENT 4 OR MORE DAYS A WEEK. THIS FUND IS USED TO SUPPORT THE OPERATIONAL EXPENSES OF THE HOMES.MONTANA PEDIATRICS PROJECT TO PROVIDE SUPPORT FOR THE MONTANA PEDIATRIC PROJECT, WHICH INCLUDES BUT IS NOT LIMITED TO: ASSISTANCE TO FAMILIES WITH HOSPITALIZED CHILDREN, THE COST OF NECESSARY EQUIPMENT, TRANSPORTATION, LODGING, PEDIATRIC INTENSIVE CARE TRAINING, OUTREACH, AND THE REMODELING NEEDS OF THE PEDIATRIC INTENSIVE CARE UNIT.CHAPEL/PASTORAL CAREDESIGNATED FOR EXPENSES INCURRED IN THE SPIRITUAL CARE DEPARTMENT.CANCER CARE GREATEST NEEDS ENDOWMENTSUPPORTING THE GREATEST NEED FOR CANCER RELATED SERVICES INCLUDING PATIENT COMPASSION REQUESTS, EQUIPMENT NEEDS AND STAFF EDUCATION.DR. T. JOHNSON MEDICAL SCHOLARSHIP ENDOWMENTTO ADVANCE RURAL MEDICINE BY PROVIDING SCHOLARSHIPS TO EDUCATE AND TRAIN MEDICAL STUDENTS OR MEDICAL RESIDENTS FROM MONTANA WHO ARE PURSUING FAMILY PRACTICE MEDICINE AND/OR ORTHOPEDIC MEDICINE AND HAVE A STRONG COMMITMENT TO SERVING RURAL COMMUNITIES.MT PEDIATRICS PROJECT - PICUTO FINANCIALLY SUPPORT THE PEDIATRIC INTENSIVE CARE UNIT AT ST. VINCENT HEALTHCARE AS NEEDS ARE IDENTIFIED. USED FOR EQUIPMENT, STAFF DEVELOPMENT, TRAINING, OUTREACH, AND REMODELING NEEDS.EMPLOYEE ASSISTANCE FUNDESTABLISHED THROUGH OUR CARING SPIRIT CAMPAIGN, FUNDS ARE USED TO SUPPORT ASSOCIATES EXPERIENCING A CRISIS EVENT IN THEIR LIFE. APPLICANTS MUST BE EMPLOYED WITH ST. VINCENT FOR 6 MONTHS OR MORE TO BE ELIGIBLE AND APPLICATIONS ARE VETTED THROUGH THE CARING SPIRIT LEADERSHIP COMMITTEE. ASSOCIATES DO NOT RECEIVE FUNDS DIRECTLY; PAYMENTS ARE MADE DIRECTLY TO A MORTGAGE COMPANY, UTILITY COMPANY, ETC. TO ENSURE COMPLIANCE WITH TAXABLE INCOME REPORTING.THE FOUNDATION IS COMMITTED TO:WORKING TO IDENTIFY OPPORTUNITIES TO IMPROVE HEALTHCARE AND COMMUNICATING THOSE OPPORTUNITIES TO THOSE WHO MAY BE ABLE TO RESPOND. SHARING A SPECIAL CONCERN FOR THOSE WHO LACK HEALTHCARE AND FOR THOSE WHO ARE POOR. SUPPORTING BASIC HEALTHCARE PROGRAMS TO ASSURE THE WELL-BEING OF COMMUNITY MEMBERS OF ALL AGES. HELPING BUILD VIBRANT COMMUNITIES KNOWN FOR HEALTHY LIVING OPPORTUNITIES. ADVANCING AND SUPPORTING MEDICAL PRACTICE, RESEARCH, AND OUTREACH. STRENGTHENING HEALTHCARE BY RECOGNIZING AND REWARDING OUTSTANDING EMPLOYEES AND ASSOCIATES, BY EXPANDING THEIR PROFESSIONAL LEADERSHIP AND POLICY INFLUENCE, AND BY ENCOURAGING TALENTED PEOPLE TO BECOME HEALTHCARE PROFESSIONALS. STIMULATING CREATIVITY AND PRODUCTIVITY AMONG HEALTHCARE LEADERS. FOSTERING THE INVOLVEMENT OF THE BROAD COMMUNITY IN THE MINISTRY OF ST. VINCENT HEALTHCARE. ST. VINCENT HEALTHCARE FOUNDATION HOSTS SEVERAL ANNUAL FUNDRAISING EVENTS DURING THE YEAR: FORTIN MEMORIAL MEN'S GOLF TOURNAMENTRAISES FUNDS TO SUPPORT ST. VINCENT CHILDREN'S HEALTHCARE. PROCEEDS MAKE IT POSSIBLE TO CARE FOR CRITICALLY ILL AND INJURED CHILDREN. MARYNELL HERINGER WOMEN'S GOLF TOURNAMENTRAISES FUNDS TO SUPPORT WOMEN'S AND CHILDREN'S SERVICES. SAINTS BENEFITRAISES FUNDS TO ENHANCE AND EXPAND THE NEUROLOGY DEPARTMENT AT ST. VINCENT HEALTHCARE. SCHOLARSHIPSST. VINCENT HEALTHCARE FOUNDATION IS COMMITTED TO THE MISSION, VISION AND CORE VALUES OF ST. VINCENT HEALTHCARE. IN HONOR OF TIM GILMORE, DR. THOMAS JOHNSON, RALPH NELLES, DR. ROBERT SNIDER, ST. VINCENT HEALTHCARE VOLUNTEERS AND OTHER GENEROUS DONORS, WE OFFER A NUMBER OF SCHOLARSHIP OPPORTUNITIES TO STUDENTS PURSUING HEALTHCARE CAREERS.- GILMORE NURSING SCHOLARSHIP- THE NELLES NURSE SCHOLARSHIP- THOMAS R. JOHNSON, M.D. MEDICAL SCHOLARSHIP- ROBERT SNIDER, M.D. MEDICAL SCHOLARSHIP- HEALTHCARE CAREER SCHOLARSHIPS- ST. VINCENT HEALTHCARE FOUNDATION MEMORIAL SCHOLARSHIP 7426439 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 0 0 1 0 0 0 0 0 0 1 0 0 1 1 1 0 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 0 0 1 X 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 X 8 7 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 0 0 0 X COLIN QUINCY 8014423491 36 SOUTH STATE STREET SALT LAKE CITY UT 84111 X JUSTEN RUDOLPH MD SECRETARY/TREASURER 1.00 50.00 X X 0 347559 44633 TYLER WILTGEN EXECUTIVE DIR FOUNDATION 50.00 0.00 X 0 199385 60136 BARRY MCKENZIE MD DIRECTOR 1.00 0.00 X 0 0 0 JEN BENNETT DIRECTOR 1.00 0.00 X 0 0 0 KELLY EDWARDS CHAIR 1.00 0.00 X X 0 0 0 LINDY SCHULTZ VICE CHAIR (PARTIAL) 1.00 0.00 X X 0 0 0 LIONEL TAPIA MD VICE CHAIR (PARTIAL) 1.00 0.00 X X 0 0 0 LYNETTE SCOTT DIRECTOR 1.00 0.00 X 0 0 0 SCOTT ASPENLIEDER DIRECTOR 1.00 0.00 X 0 0 0 KATIE EDWARDS DIRECTOR 1.00 0.00 X 0 0 0 0 546944 104769 0 0 1 0 0 1278 895981 1891423 358305 3661676 63019 6808663 604 604 2889071 0 2889071 2889071 2889071 171568 895981 289400 -117832 -117832 9580506 0 0 2771843 5997875 5997875 748655 748655 1000 1000 259520 25952 103808 129760 499953 49995 199981 249977 47902 4790 19161 23951 49266 4927 19706 24633 113488 113488 78100 78100 49551 49551 10463 4604 5859 22642 22642 16486 16486 21455 9440 12015 8425 3707 4718 SHARED SERVICES - PHILA 511995 511995 BANK FEES 451441 361153 45144 45144 SUPPLIES 179306 179306 SHARED SERVICES - ADMIN 27825 27825 52786 52786 9148134 7426439 1176087 545608 1432507 1490803 1827844 2369403 673243 0 673243 673243 64231582 71432767 329439 33297 68494615 75999513 201409 309580 1681630 510989 1681630 X 34024037 39330628 33959589 34987255 67983626 74317883 68494615 75999513 432372 5882824 19061 0 X 0 1 X 1 1 1 X 6141176 6388419 4513381 6397586 6808663 30249225 6141176 6388419 4513381 6397586 6808663 30249225 3965851 26283374 31539 3081 24901 10305 604 70430 217839 34882 54999 113436 171568 592724 30912379 0.85030 0.83230 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: FUNDRAISING EVENTS - 2019 AMOUNT: $ 193,894. 2020 AMOUNT: $ 34,882. 2021 AMOUNT: $ 54,999. 2022 AMOUNT: $ 113,436. 2023 AMOUNT: $ 171,568. CHANGE IN SPLIT VALUE AGREEMENT - 2019 AMOUNT: $ 23,945. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 47261047 4087102 3279059 5758518 48868690 56646748 4202307 -6202412 7385596 47261047 54363477 1844356 3880208 3441293 56646748 48881586 4723259 4256990 3498358 54363477 42024169 5005363 4621764 2769710 48881586 0.28410 0.37160 0.34430 0 0 134128 134128 539115 539115 673243 ANNUITIES PAYABLE 243252 INTERCOMPANY PAYABLES 1438378 1681630 PART V, LINE 4: ST. VINCENT HEALTHCARE FOUNDATION'S TEMPORARY ENDOWMENT FUNDS AND EARNINGS FROM THE PERMANENT ENDOWMENT FUNDS SUPPORT ST. VINCENT HEALTHCARE IN AREAS INCLUDING ASSOCIATE EDUCATION, CARDIOVASCULAR, CHARITY CARE, COMMUNITY HEALTH & WELLNESS, GREATEST NEED, MOM/BABY & PEDIATRICS, NEUROSCIENCES, ONCOLOGY, SPIRITUAL CARE, WOMEN'S SERVICES, AND OTHER SERVICES AND PROGRAMS. THERE ARE ALSO BOARD-DESIGNATED ENDOWMENTS WHICH THE BOARD HAS THE RIGHT TO EXPEND AT ANY TIME. SAINTS BENEFIT 828041 743890 84151 16900 25865 9058 24086 35000 41273 PEAKS TO CONGA 73567 56382 17185 0 29085 350 2878 1600 6498 3 165941 95709 70232 4575 34467 28933 22392 0 6440 1067549 895981 171568 21475 89417 38341 49356 36600 54211 289400 -117832 1 SCL HEALTH - MONTANA DBA ST VINCENT HEALTHCARE 1233 NORTH 30TH STREET BILLINGS MT 59101 810232124 501(C)(3) 3639699 0 SUPPORT CHARITABLE MISSION SISTERS OF CHARITY OF LEAVENWORTH 500 ELDORADO BLVD SUITE 4300 BROOMFIELD CO 80021 237379161 501(C)(3) 2235192 0 SUPPORT CHARITABLE MISSION MONTANA AMATEUR SPORTS INC 1106 N 30TH STREET BILLINGS MT 59101 810431595 501(C)(3) 20549 0 COMMUNITY WELLNESS NATUROPATHIC EDUCATION AND RESEARCH INC 720 N 30TH STREET BILLINGS MT 59101 202074303 501(C)(3) 20000 0 MEDICAL RESEARCH EDUCATION FOUNDATION FOR BILLINGS PUBLIC SCHOOLS 415 N 30TH STEET BILLINGS MT 59101 810452904 501(C)(3) 15500 0 COMMUNITY WELLNESS SURGICAL REVIEW CORP PO BOX 18136 RALEIGH NC 27619 200472961 501(C)(3) 12500 0 COMMUNITY WELLNESS BILLINGS SYMPHONY SOCIETY 2820 2ND AVE NORTH BILLINGS MT 59101 237083873 501(C)(3) 6500 0 COMMUNITY WELLNESS 6 0 PATIENT ASSISTANCE 590 357974 EMPLOYEE ASSISTANCE 162 160689 COMMUNITY HEALTH EDUCATION 2663 109139 SCHOLARSHIPS 39 108478 COMMUNITY HEALTH EDUCATION 3000 12375 PART I, LINE 2: MONITORING GRANT FUNDS GRANTS ARE MONITORED BY THE GRANTS DIVISION OF THE FOUNDATION. ST. VINCENT FOUNDATION USES A REIMBURSEMENT MODEL FOR ACCESSING FUNDS. THE GRANTS HAVE A DESIGNATED COST CENTER AND ALL EXPENSES FOR THOSE GRANTS ARE VERIFIED FOR ACCURACY, ALLOWABILITY AND APPLICABILITY BEFORE A REQUEST IS MADE FOR FUNDING REIMBURSEMENT. THE REQUESTS FOR REIMBURSEMENT INCLUDE THE SIGNATURES OF BOTH THE PROGRAM DIRECTOR AND GRANTS DIRECTOR. 0 1 0 0 0 0 0 0 0 JUSTEN RUDOLPH MD SECRETARY/TREASURER 0 269288 0 76626 0 1645 0 13691 0 30942 0 392192 0 0 TYLER WILTGEN EXECUTIVE DIR FOUNDATION 0 181542 0 16882 0 961 0 28428 0 31708 0 259521 0 14368 PART I, LINE 3 THE ORGANIZATION'S OFFICERS AND SENIOR MANAGEMENT ARE PAID BY A RELATED ORGANIZATION, SCL HEALTH - MONTANA. COMPENSATION FOR THE OFFICERS AND SENIOR MANAGEMENT IS MANAGED BY THE INTERMOUNTAIN HEALTH CARE, INC. BOARD COMPENSATION COMMITTEE (COMMITTEE) ON BEHALF OF SISTERS OF CHARITY OF LEAVENWORTH HEALTHY SYSYTEM, INC. AND ALL OF ITS AFFILIATES. THE COMMITTEE REVIEWS AND APPROVES COMPENSATION ARRANGEMENTS OF THE OFFICERS AND SENIOR MANAGEMENT AND MAKES RECOMMENDATIONS TO INTERMOUNTAIN HEALTH CARE, INC.'S BOARD FOR APPROVAL OF ANY CHANGES. THE COMMITTEE'S REVIEW IS CONDUCTED IN A MANNER THAT IS INTENDED TO QUALIFY FOR THE REBUTTABLE PRESUMPTION OF REASONABLENESS UNDER THE INTERMEDIATE SANCTIONS RULES OF INTERNAL REVENUE CODE SECTION 4958. THE COMMITTEE CONDUCTS THE REVIEW WITH THE ASSISTANCE OF AN EXPERIENCED AND INDEPENDENT COMPENSATION CONSULTING FIRM THAT HAS DEEP NATIONAL EXPERTISE IN HEALTH SYSTEMS' EXECUTIVE COMPENSATION PROGRAMS AND LEVELS. THE COMMITTEE OBTAINS AND RELIES UPON CURRENT, COMPARABLE MARKET DATA OF PEER ORGANIZATIONS PRIOR TO MAKING COMPENSATION-RELATED DECISIONS. THE INFORMATION REVIEWED INCLUDES COMPENSATION LEVELS PAID BY SIMILARLY SITUATED ORGANIZATIONS FOR FUNCTIONALLY COMPARABLE POSITIONS, THE AVAILABILITY OF SIMILAR SERVICES IN THE GEOGRAPHIC AREA SERVED BY INTERMOUNTAIN HEALTH CARE, INC. AND CURRENT COMPENSATION SURVEYS COMPILED BY AN INDEPENDENT FIRM. THE BOARD PLACES A HIGH PRIORITY ON THE NEED TO RECURIT AND RETAIN A STRONG LEADERSHIP TEAM AND TO CREATE A HIGHLY MOTIVATED AND ENGAGED WORKFORCE. COMPENSATION LEVELS FOLLOW IRS GUIDELINES AND ARE SUBJECT TO IRS OVERSIGHT. AS PART OF THE REVIEW PROCESS, INTERMOUNTAIN HEALTH CARE, INC. USES THE FOLLOWING IN ESTABLISHING THE COMPENSATION OF OFFICERS AND SENIOR MANAGEMENT. 1) COMPENSATION COMMITTEE 2) INDEPENDENT COMPENSATION CONSULTANT 3) FORM 990 OF OTHER ORGANIZATIONS 4) COMPENSATION SURVEYS AND STUDIES 5) APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE THE ITEMS LISTED ABOVE SUPPORT THE COMPENSATION COMMITTEE'S EFFORTS TO ENSURE THAT THE LEVEL OF COMPENSATION PROVIDED TO ITS OFFICERS AND SENIOR MANAGEMENT IS REASONABLE, APPROPRIATE AND CONSISTENT WITH THE PAY PHILOSOPHY SET BY THE BOARD. PART I, LINE 4B PAYMENTS FROM A SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN A RELATED ORGANIZATION PROVIDES A NONQUALIFIED DEFERRED COMPENSATION PLAN (NQDC) KNOWN AS THE SUPPLEMENTAL EXECUTIVE RETIREMENT PROGRAM (SERP) FOR EXECUTIVES (SENIOR MANAGEMENT) TO COMPENSATE FOR REGULATORY IMPOSED LIMITATIONS IN QUALIFIED RETIREMENT PLANS AND TO PROVIDE A BENEFIT CONSISTENT WITH OTHER NONPROFIT HEALTH SYSTEMS. THIS PLAN ENABLES THE EXECUTIVE TO EARN BENEFITS DURING EACH YEAR OF PARTICIPATION. IN 2014, IN AN EFFORT TO REDUCE LONG-TERM COSTS AND HAVE GREATER CONTROL OVER FINANCIAL RISK, THE SERP WAS CONVERTED FROM A DEFINED BENEFIT (DB) TO A DEFINED CONTRIBUTION (DC) DESIGN. CERTAIN MEMBERS OF SENIOR MANAGEMENT WHOSE BENEFITS WERE CONVERTED FROM DB TO DC WOULD HAVE BEEN DISPROPORTIONATELY AND NEGATIVELY AFFECTED BY THE CHANGE, SO THE COMMITTEE DETERMINED IT WOULD BE APPROPRIATE TO GRANT "TRANSITION CREDITS" IN ORDER TO MITIGATE THE NEGATIVE IMPACT OF THE CHANGE ON THEIR RETIREMENT BENEFITS. THIS IS A COMMON APPROACH EMPLOYED BY OTHER ORGANIZATIONS UNDERGOING A SIMILAR TRANSITION. THE TRANSITION CREDITS VEST IN ACCORDANCE WITH THE TERMS OF THE DC SERP (I.E., AFTER THREE YEARS) AND ARE PAID TO THE EXECUTIVE UPON VESTING. NQDC SERP PLAN STARTING IN 2014 STARTING IN 2014, THE RELATED ORGANIZATION'S NQDC SERP PLAN PROVIDED A BENEFIT TO ELIGIBLE PARTICIPANTS BASED ON A PERCENTAGE OF THEIR BASE COMPENSATION. THE VESTING PERIOD IS A ROLLING 3 YEARS OR WHEN THE PARTICIPANT IS AGE 65 OR OLDER. THERE WERE NO CONTRIBUTIONS TO THIS PLAN BEFORE JANUARY 1, 2014. ANY DISTRIBUTIONS FROM THIS PLAN ARE REPORTED BELOW. CERTAIN PARTICIPANTS ARE VESTED OR BECAME VESTED IN THE PLAN DURING 2023. VESTED AMOUNTS ARE PAYABLE TO THE RECIPIENT UPON THE END OF EMPLOYMENT. THE VESTED AMOUNTS ARE TAXABLE TO THE RECIPIENT IN THE CURRENT YEAR. THE TAXABLE AMOUNTS ARE INCLUDED ON THE PARTICIPANTS' W-2. THE AMOUNTS WITHDRAWN FROM THE NQDC SERP PLANS IN 2023 WERE: NONE. ADDITIONAL OFFICER AND BOARD DISCLOSURES INTERMOUNTAIN HEALTH CARE, INC. AND RELATED TAX-EXEMPT ORGANIZATIONS ADHERE TO GOVERNANCE EXCELLENCE STANDARDS INCLUDING ACCOUNTABILITY. IN KEEPING WITH INTERMOUNTAIN HEALTH CARE, INC.'S CORE VALUE OF STEWARDSHIP, INTERMOUNTAIN HEALTH CARE, INC.'S BOARD COMPENSATION COMMITTEE (COMMITTEE) HAS RETAINED THE SERVICES OF AN INDEPENDENT COMPENSATION ADVISOR. THE COMPENSATION ADVISOR IS RESPONSIBLE FOR ADVISING THE COMMITTEE ON ALL MATTERS RELATING TO EXECUTIVE COMPENSATION INCLUDING SUPPORTING THE COMMITTEE'S EFFORTS TO ENSURE THAT THE LEVEL OF COMPENSATION PROVIDED OFFICERS AND SENIOR MANAGEMENT IS REASONABLE, APPROPRIATE AND CONSISTENT WITH THE PAY PHILOSOPHY SET BY THE BOARD. THE SISTERS WHO SERVE AS OFFICERS AND/OR BOARD MEMBERS ARE MEMBERS OF THE SISTERS OF CHARITY OF LEAVENWORTH (A RELIGIOUS ORDER OF WOMEN). THE SISTERS HAVE TAKEN VOWS OF POVERTY AND RECEIVE NO COMPENSATION, EXPENSE ACCOUNT ALLOWANCE, OR CONTRIBUTIONS TO BENEFIT PLANS FOR THEIR SERVICES TO THE HEALTH SYSTEM. HOWEVER, A PAYMENT IS MADE DIRECTLY TO THE SISTERS OF CHARITY OF LEAVENWORTH FOR THE SERVICES OF THOSE WHO PERFORM PROFESSIONAL, ADMINISTRATIVE, AND OTHER SUCH SERVICES. X 21 19435 FMV X 13 12260 FMV X OTHER SUPPLIES 61 31324 FMV 0 1 0 FORM 990, PART I, LINE J WEBSITE HTTPS://INTERMOUNTAINHEALTHCARE.ORG/FOUNDATION/ST-VINCENT-FOUNDATION/ FORM 990, PART V, LINE 1A EXPLANATION FOR NUMBER REPORTED IN BOX 3 OF FORM 1096 THE ORGANIZATION'S EXPENSES ARE PAID BY A RELATED 501(C)(3) TAX-EXEMPT ORGANIZATION. THE RELATED ORGANIZATION FILES THE REQUIRED FORM 1096 AND RELATED 1099 TAX FORMS FOR ANY EXPENDITURE THAT REQUIRES A FORM 1099 TO BE FILED. FORM 990, PART V, LINE 2A EXPLANATION FOR NUMBER REPORTED ON FORM W-3 THE ORGANIZATION LEASES EMPLOYEES FROM A RELATED 501(C)(3) TAX-EXEMPT ORGANIZATION. THE RELATED ORGANIZATION FILES THE REQUIRED W-3 AND RELATED W-2 TAX FORMS FOR THESE INDIVIDUALS. ACCORDING TO THE FORM 990 INSTRUCTIONS FOR PART IX, WE REFLECT THE LEASED EMPLOYEE'S COMPENSATION ON THE FORM 990, PART IX AS IF THE ORGANIZATION COMPENSATES THESE INDIVIDUALS. FORM 990, PART VI, SECTION A, LINE 6 SCL HEALTH - MONTANA IS THE SOLE MEMBER OF ST. VINCENT HEALTHCARE FOUNDATION, INC. FORM 990, PART VI, SECTION A, LINE 7A SCL HEALTH - MONTANA, THE SOLE MEMBER OF ST. VINCENT HEALTHCARE FOUNDATION, INC., APPROVES MEMBERS OF ST. VINCENT HEALTHCARE FOUNDATION, INC. BOARD OF DIRECTORS. FORM 990, PART VI, SECTION A, LINE 7B SCL HEALTH - MONTANA HAS CERTAIN RESERVE POWERS TO APPROVE CHANGES TO THE ARTICLES OF INCORPORATION AND THE BYLAWS INCLUDING THE APPOINTMENT OR REMOVAL OF BOARD MEMBERS AND THE PRESIDENT/CEO. SISTERS OF CHARITY OF LEAVENWORTH HEALTH SYSTEM, INC. ALSO HAS CERTAIN RESERVE POWERS OVER ANY CHANGE IN OWNERSHIP OF THE CORPORATION, CHANGE IN MISSION, ACQUISITION OF ASSETS, DISPOSAL OF ASSETS, LEASING OF ASSETS, INCURRENCE OF DEBT, MERGER OR DISSOLUTION, APPROVAL OF STRATEGIC PLANS AND BUDGETS, APPOINTMENT OF AUDITORS AND OVERSIGHT AND APPROVAL OF COMPENSATION AND BENEFITS FOR DIRECTORS, OFFICERS, KEY EMPLOYEES AND PHYSICIANS. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PREPARED BY THE TAX DEPARTMENT OF INTERMOUNTAIN HEALTH CARE, INC. AND SUBSIDIARIES. THE DRAFT FORM 990 IS REVIEWED BY CERTAIN MEMBERS OF SENIOR MANAGEMENT. A COPY OF THE FINAL FORM 990 IS PROVIDED TO THE BOARD OF DIRECTORS PRIOR TO THE FILING WITH THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C MONITORING AND ENFORCEMENT OF COMPLIANCE WITH CONFLICT OF INTEREST POLICY EACH OFFICER, DIRECTOR, TRUSTEE AND KEY EMPLOYEE IS REQUIRED TO COMPLETE A CONFLICT OF INTEREST QUESTIONNAIRE AT LEAST ANNUALLY. THESE INDIVIDUALS HAVE BEEN INSTRUCTED TO UPDATE THEIR QUESTIONNAIRE INFORMATION IF THEY BECOME AWARE OF A NEW POTENTIAL CONFLICT, OR IF ANY OF THE PREVIOUSLY REPORTED INFORMATION CHANGES. ADDITIONALLY, BOARD MEMBERS ARE ASKED AT THE BEGINNING OF EACH BOARD OR COMMITTEE MEETING IF THEY ARE AWARE OF ANY CONFLICTS. ACCORDING TO POLICY, THE QUESTIONNAIRES ARE COLLECTED AND REVIEWED BY INTERMOUNTAIN'S CHIEF COMPLIANCE OFFICER. POTENTIAL CONFLICTS OF INTEREST ARE REVIEWED WITH APPROPRIATE PERSONNEL, WHICH MAY INCLUDE (BUT IS NOT LIMITED TO) THE AUDIT AND COMPLIANCE COMMITTEE CHAIR, SENIOR MANAGEMENT AND THE LEGAL DEPARTMENT. IF AN INDIVIDUAL DISCLOSES A SITUATION THAT POSES A CONFLICT OF INTEREST, A DETERMINATION IS MADE WHETHER THE SITUATION CAN BE MANAGED (SUCH AS BY RECUSAL IN DECISION-MAKING SETTINGS) OR MUST BE ELIMINATED (SUCH AS THROUGH DIVESTITURE OF THE OUTSIDE INTEREST). FINDINGS ARE REPORTED TO THE AUDIT AND COMPLIANCE COMMITTEE OF INTERMOUNTAIN HEALTH CARE, INC. FORM 990, PART VI, SECTION B, LINE 15 THE ORGANIZATION'S OFFICERS AND SENIOR MANAGEMENT ARE PAID BY A RELATED ORGANIZATION, SCL - HEALTH MONTANA. COMPENSATION FOR THE OFFICERS AND SENIOR MANAGEMENT IS MANAGED BY THE INTERMOUNTAIN HEALTH CARE, INC. BOARD COMPENSATION COMMITTEE (COMMITTEE) ON BEHALF OF SISTERS OF CHARITY OF LEAVENWORTH HEALTH SYSTEM, INC. AND ALL OF ITS AFFILIATES. THE COMMITTEE REVIEWS AND APPROVES COMPENSATION ARRANGEMENTS OF THE OFFICERS AND SENIOR MANAGEMENT AND MAKES RECOMMENDATIONS TO INTERMOUNTAIN HEALTH CARE, INC.'S BOARD FOR APPROVAL OF ANY CHANGES TO COMPENSATION FOR THE OFFICERS AND SENIOR MANAGEMENT. THE COMMITTEE'S REVIEW IS CONDUCTED IN A MANNER THAT IS INTENDED TO QUALIFY FOR THE REBUTTABLE PRESUMPTION OF REASONABLENESS UNDER THE INTERMEDIATE SANCTIONS RULES OF INTERNAL REVENUE CODE SECTION 4958. THE COMMITTEE CONDUCTS THE REVIEW WITH THE ASSISTANCE OF AN EXPERIENCED AND INDEPENDENT COMPENSATION CONSULTING FIRM THAT HAS DEEP NATIONAL EXPERTISE IN HEALTH SYSTEMS' EXECUTIVE COMPENSATION PROGRAMS AND LEVELS. THE COMMITTEE OBTAINS AND RELIES UPON CURRENT, COMPARABLE MARKET DATA OF PEER ORGANIZATIONS PRIOR TO MAKING COMPENSATION-RELATED DECISIONS. THE INFORMATION REVIEWED INCLUDES COMPENSATION LEVELS PAID BY SIMILARLY SITUATED ORGANIZATIONS FOR FUNCTIONALLY COMPARABLE POSITIONS, THE AVAILABILITY OF SIMILAR SERVICES IN THE GEOGRAPHIC AREA SERVED BY INTERMOUNTAIN HEALTH CARE, INC. AND CURRENT COMPENSATION SURVEYS COMPILED BY AN INDEPENDENT FIRM. CONSISTENT WITH THE PAY PHILOSOPHY SET BY INTERMOUNTAIN HEALTH CARE, INC.'S BOARD, THE COMMITTEE EMPHASIZES THE IMPORTANCE OF ENSURING TOTAL REMUNERATION IS REASONABLE AND APPROPRIATE WHEN REVIEWING AND MAKING RECOMMENDATIONS WITH RESPECT TO COMPENSATION PACKAGES FOR THE OFFICERS AND SENIOR MANAGEMENT. AS PART OF THE REVIEW PROCESS, INTERMOUNTAIN HEALTH CARE, INC. USES THE FOLLOWING IN ESTABLISHING THE COMPENSATION OF OFFICERS AND SENIOR MANAGEMENT. 1) COMPENSATION COMMITTEE 2) INDEPENDENT COMPENSATION CONSULTANT 3) FORM 990 OF OTHER ORGANIZATIONS 4) COMPENSATION SURVEYS AND STUDIES 5) APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE THE ITEMS LISTED ABOVE SUPPORT THE COMPENSATION COMMITTEE'S EFFORTS TO ENSURE THAT THE LEVEL OF COMPENSATION PROVIDED TO ITS OFFICERS AND SENIOR MANAGEMENT IS REASONABLE, APPROPRIATE AND CONSISTENT WITH THE PAY PHILOSOPHY SET BY THE BOARD. FORM 990, PART VI, SECTION C, LINE 19 AVAILABILITY OF GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC THE ORGANIZATION MAKES ITS CONFLICT OF INTEREST POLICY, FINANCIAL STATEMENTS, AND GOVERNING DOCUMENTS AVAILABLE UPON REQUEST. FORM 990, PART VII, SECTION B INDEPENDENT CONTRACTORS THE ORGANIZATION'S EXPENSES ARE PAID BY A RELATED 501(C)(3) TAX-EXEMPT ORGANIZATION. THE RELATED ORGANIZATION FILES THE REQUIRED FORM 1096 AND RELATED 1099 TAX FORMS FOR ANY EXPENDITURE THAT REQUIRES A FORM 1099 TO BE FILED. 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