2021-05-17T16:17:12-05:00 2020-06-30 390758449 WIPFLI LLP 101 EAST FRONT STREET 301 MISSOULA MT 59802 990 2019-07-01 810496987 SHERIDAN HEALTH CARE FOUNDATION INC SHER 4067653700 440 W LAUREL AVENUE PLENTYWOOD MT 59254 JOAN TOMMERUP PRESIDENT 4067653700 2021-05-12 1 PHILIP L YASENAK CPA P01248379 4067281800 2021-05-10 2019 2022-09-23 18:48:47Z GREG MAURER 440 W LAUREL AVENUE PLENTYWOOD MT 59254 126754 0 X WWW.SHERIDANMEMORIAL.NET X 1994 MT TO SUPPORT SHERIDAN MEMORIAL HEALTH CARE FACILITY. 10 10 0 21 0 0 124546 113196 0 0 23285 13558 -3794 0 144037 126754 38941 242208 0 0 0 0 0 0 0 0 0 38941 242208 105096 -115454 1453325 1344035 0 0 1453325 1344035 TO SUPPORT SHERIDAN MEMORIAL BY PROMOTING ITS IMAGE IN THE COMMUNITY AND BY PROVIDING FINANCIAL CONTRIBUTIONS THROUGH FUNDRAISING ACTIVITIES FOR THE EXPANSION AND MAINTENANCE OF THE FACILITY AND FOR SERVICES PROVIDED TO OUR COMMUNITY AND SURROUNDING AREAS. 0 0 242208 242208 CONTRIBUTIONS WERE MADE TO SHERIDAN MEMORIAL ASSOCIATION, A 501(C)(3) ORGANIZATION, TO HELP FUND MEDICAL ACTIVITIES. SHERIDAN HEALTH CARE FOUNDATION CONTRIBUTED $242,210 IN FISCAL YEAR 2020 TO SHERIDAN MEMORIAL HOSPITAL ASSOCIATION TO HELP PURCHASE ITEMS FOR SEVERAL ANCILLARY SERVICES, DEPARTMENTS AND SUPPORT STAFF. 242208 1 1 0 0 0 0 0 0 0 1 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 10 10 0 0 0 0 0 0 0 1 0 0 0 1 1 1 1 1 1 0 0 0 X CONNIE ANDERSON 4067653709 440 W LAUREL AVENUE PLENTYWOOD MT 59254 JOAN TOMMERUP PRESIDENT 1.00 1.00 X X 0 0 0 TINA QUAM VICE PRESIDENT 1.00 X X 0 0 0 NIKKI SAMPSEN TREASURER 1.00 X X 0 0 0 KIM FERGUSON SECRETARY 1.00 X X 0 0 0 JJ FRENCH DIRECTOR 1.00 X 0 0 0 BRADY OLSON DIRECTOR 1.00 X 0 0 0 ERIN RASMUSSEN DIRECTOR 1.00 X 0 0 0 SHERRI MCCRORY DIRECTOR 0.50 X 0 0 0 JESSICA SHACKELFORD DIRECTOR 0.25 X 0 0 0 JOHN OSSE INTERIM CEO DIRECTOR 1.00 40.00 X 0 0 0 GREG MAUER CEO DIRECTOR - UNTIL MAY 2020 1.00 40.00 X 0 0 0 CONNIE ANDERSON EXECUTIVE DIRECTOR 10.00 30.00 X 0 56932 6024 0 56932 6024 0 0 0 0 0 113196 113196 13558 13558 126754 0 0 13558 242208 242208 242208 242208 0 0 861750 743854 590177 598401 1398 1780 1453325 1344035 0 0 X 1037202 917801 416123 426234 1453325 1344035 1453325 1344035 -115454 6164 0 X 0 1 X 0 0 X 112907 199016 51666 124546 113198 601333 112907 199016 51666 124546 113198 601333 32022 569311 23062 25352 12865 23285 13558 98122 699455 96459 0.81390 0.79430 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 104263 104263 104286 -143 120 104263 103996 143 147 104286 113984 237 10225 103996 113916 68 145 145 113984 1.00000 0 0 0 X PART V, LINE 4: GIFTS GIVEN TO THE ENDOWMENT FUND AT SHERIDAN HEALTH CARE FOUNDATION ARE INVESTED AND CAREFULLY MANAGED TO PROTECT THE PRINCIPAL; THEY ARE INTENDED TO BE A PART OF THE PERMANENT INVESTMENT RESERVE WHICH WILL REMAIN FOR PERPETUITY. THE ENDOWMENT EARNINGS, TYPICALLY INTEREST INCOME, ARE APPROPRIATED BY THE FOUNDATION'S BOARD OF DIRECTORS FROM TIME TO TIME TO ALLOW FOR CURRENT FUNDING OF HOSPITAL OPERATIONS OR PROJECTS AS WELL AS FOR FUTURE NEEDS OF THE FOUNDATION AND HOSPITAL. PART X, LINE 2: THE FOUNDATION IS A NOT-FOR-PROFIT CORPORATION AS DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (THE "CODE") AND IS EXEMPT FROM FEDERAL INCOME TAXES ON RELATED INCOME PURSUANT TO SECTION 501(A) OF THE CODE. THE FOUNDATION IS ALSO EXEMPT FROM STATE INCOME TAXES ON RELATED INCOME. FEDERAL AND STATE INCOME TAXES ARE PAID ON NONEXEMPT UNRELATED BUSINESS INCOME IN ACCORDANCE WITH THE CODE. CURRENT ACCOUNTING GUIDELINES REQUIRE AN ORGANIZATION TO DETERMINE WHETHER IT IS MORE LIKELY THAN NOT THAT A TAX POSITION WILL BE SUSTAINED UPON EXAMINATION OF THE TECHNICAL MERITS OF THE POSITION, ASSUMING THE TAXING AUTHORITY HAS FULL KNOWLEDGE OF ALL INFORMATION. IF THE TAX POSITION DOES NOT MEET THE MORE-LIKELY-THAN-NOT RECOGNITION THRESHOLD, THE BENEFIT OF THAT POSITION IS NOT RECOGNIZED ON THE FINANCIAL STATEMENTS. THE FOUNDATION RECORDED NO ASSETS OR LIABILITIES RELATED TO UNCERTAIN TAX POSITIONS. FEDERAL RETURNS FOR TAX YEARS 2017 AND BEYOND REMAIN SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE. 1 SHERIDAN MEMORIAL HOSPITAL ASSOCIATION 440 W LAUREL AVE PLENTYWOOD MT 59254 810243720 501(C)(3) 242208 GENERAL SUPPORT 1 0 PART I, LINE 2: SHERIDAN HEALTH CARE FOUNDATION, INC. WAS ESTABLISHED EXCLUSIVELY FOR THE BENEFIT OF SHERIDAN MEMORIAL HOSPITAL ASSOCIATION. THE FOUNDATION'S BOARD OF DIRECTORS INCLUDES AT LEAST ONE MEMBER OF THE HOSPITAL BOARD AND THE CEO OF THE HOSPITAL. THESE RELATIONSHIPS HELP TO ENSURE AND MONITOR THE APPROPRIATE USE OF FUNDS DISTRIBUTED FROM THE FOUNDATION TO THE HOSPITAL. FORM 990, PART VI, SECTION A, LINE 8B THERE ARE NO COMMITTEES WITH THE AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BOARD. THERE IS AN EXECUTIVE COMMITTEE DEFINED IN THE BYLAWS, BUT THEY HAVE NEVER MET. THE INVESTMENT/FINANCE COMMITTEE MEETS ON OCCASION, BUT ONLY TO GATHER SUGGESTIONS TO PRESENT AT THE NEXT BOARD MEETING TO PUT TO A VOTE. FORM 990, PART VI, SECTION B, LINE 11B THE BOARD REVIEWS AN ELECTRONIC COPY OF THE FORM 990 BEFORE THE FINAL COPY IS FILED WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C ANNUALLY THE FOUNDATION BOARD OF DIRECTORS SIGN A CONFLICT OF INTEREST POLICY. ANY POTENTIAL CONFLICTS ARE MADE KNOWN TO THE ENTIRE BOARD AND DIRECTORS WITH A CONFLICT MUST ABSTAIN FROM VOTING ON THE CONFLICTED ISSUE. FORM 990, PART VI, SECTION B, LINE 15 SHERIDAN HEALTH CARE FOUNDATION, INC. DOES NOT COMPENSATE THE FOUNDATION EXECUTIVE DIRECTOR. EXECUTIVE DIRECTOR WAGES ARE PAID FROM SHERIDAN MEMORIAL HOSPITAL ASSOCIATION. SHERIDAN HEALTH CARE FOUNDATION DOES NOT COMPENSATE ANY OFFICER, DIRECTOR, OR MANAGEMENT OFFICIAL. FORM 990, PART VI, SECTION C, LINE 19 ALL GOVERNING DOCUMENTS, INCLUDING THE CONFLICT OF INTEREST STATEMENTS AND THE FINANCIAL STATEMENTS, ARE AVAILABLE TO THE PUBLIC UPON REQUEST. SHERIDAN MEMORIAL HOSPITAL ASSOCIATION 440 W LAUREL AVE PLENTYWOOD MT 59254 810243720 HOSPITAL MT 501(C)(3) LINE 3 N/A 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0