SHERIDAN HEALTH CARE FOUNDATION INC: Form 990, tax year 2018

View the entire original 990 at ProPublica ↗

Organization
SHERIDAN HEALTH CARE FOUNDATION INC (EIN 81-0496987)
Tax period
2018-07-01 to 2019-06-30
Filed
2020-05-11
IRS object ID
202001329349301900
Schema version
2018v3.1
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2020-05-11T11:18:39-05:00ReturnTs
Tax Period End2019-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN390758449PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1WIPFLI LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1101 EAST FRONT STREET 301AddressLine1Txt
CityMISSOULACityNm
State AbbreviationMTStateAbbreviationCd
ZIP59802ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2018-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN810496987EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1SHERIDAN HEALTH CARE FOUNDATION INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlSHERBusinessNameControlTxt
Phone4067653700PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1440 W LAUREL AVENUEAddressLine1Txt
CityPLENTYWOODCityNm
State AbbreviationMTStateAbbreviationCd
ZIP59254ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJOAN TOMMERUPPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone4067653700PhoneNum
Signature2020-05-04SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonPHILIP L YASENAK CPAPreparerPersonNm
PTINP01248379PTIN
Phone4067281800PhoneNum
Preparation2020-05-04PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address72.174.139.103IPv4AddressTxt
FieldValueIRS element (for citing)
IP2020-05-04IPDt
IP Tm16:43:23IPTm
IP TimezoneMDIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdDA39A3EE5E6B4B0D3255BFEF95601890AFD80709AtSubmissionCreationDeviceId
At Submission Filing Device IdBE7A92E7B0152C1C6812F3C99C620D56F411D8FDAtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2018TaxYr
Build TS2020-09-23 17:36:50ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerGREG MAURERPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1440 W LAUREL AVENUEAddressLine1Txt
CityPLENTYWOODCityNm
State AbbreviationMTStateAbbreviationCd
ZIP59254ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$154,957GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.SHERIDANMEMORIAL.NETWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1994FormationYr
Legal Domicile StateMTLegalDomicileStateCd
Activity Or MissionTO SUPPORT SHERIDAN MEMORIAL HEALTH CARE FACILITY.ActivityOrMissionDesc
Voting Members Governing Body10VotingMembersGoverningBodyCnt
Voting Members Independent10VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Volunteers20TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$51,666PYContributionsGrantsAmt
CY Contributions Grants$124,546CYContributionsGrantsAmt
PY Program Service Revenue$0PYProgramServiceRevenueAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$12,865PYInvestmentIncomeAmt
CY Investment Income$23,285CYInvestmentIncomeAmt
PY Other Revenue$28,148PYOtherRevenueAmt
CY Other Revenue-$3,794CYOtherRevenueAmt
PY Total Revenue$92,679PYTotalRevenueAmt
CY Total Revenue$144,037CYTotalRevenueAmt
PY Grants And Similar Paid$126,585PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$38,941CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$0PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$0CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$0PYOtherExpensesAmt
CY Other Expenses$0CYOtherExpensesAmt
PY Total Expenses$126,585PYTotalExpensesAmt
CY Total Expenses$38,941CYTotalExpensesAmt
PY Revenues Less Expenses-$33,906PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$105,096CYRevenuesLessExpensesAmt
Total Assets BOY$1,350,199TotalAssetsBOYAmt
Total Assets EOY$1,453,325TotalAssetsEOYAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$1,350,199NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$1,453,325NetAssetsOrFundBalancesEOYAmt
MissionTO 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.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$38,941ExpenseAmt
Grant$38,941GrantAmt
DescCONTRIBUTIONS WERE MADE TO SHERIDAN MEMORIAL ASSOCIATION, A 501(C)(3) ORGANIZATION, TO HELP FUND MEDICAL ACTIVITIES. SHERIDAN HEALTH CARE FOUNDATION CONTRIBUTED $38,941 IN FISCAL YEAR 2019 TO SHERIDAN MEMORIAL HOSPITAL ASSOCIATION TO HELP PURCHASE ITEMS FOR SEVERAL ANCILLARY SERVICES, DEPARTMENTS AND SUPPORT STAFF.Desc
Total Program Service Expenses$38,941TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Temp Or Permanent EndowmentsYes (1)TempOrPermanentEndowmentsInd
Report Land Building Equipment0ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other Liabilities0ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt0IndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtYes (1)ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising ActivitiesYes (1)FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To OrganizationsYes (1)GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J Required0ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With Officer Ent0BusinessRlnWithOfficerEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related EntityYes (1)RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document0IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Employee0EmployeeCnt
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo ContributionsYes (1)QuidProQuoContributionsInd
Quid Pro Quo Contri DisclYes (1)QuidProQuoContriDisclInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members10GoverningBodyVotingMembersCnt
Independent Voting Member10IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of Committees0MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEO0CompensationProcessCEOInd
Compensation Process Other0CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonCONNIE ANDERSONPersonNm
Phone4067653709PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1440 W LAUREL AVENUEAddressLine1Txt
CityPLENTYWOODCityNm
State AbbreviationMTStateAbbreviationCd
ZIP59254ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (11 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
JOAN TOMMERUP
PRESIDENT1.001.00Yes (X)Yes (X)$0$0$0
TINA QUAM
VICE PRESIDENT1.000.00Yes (X)Yes (X)$0$0$0
NIKKI SAMPSEN
TREASURER1.000.00Yes (X)Yes (X)$0$0$0
KIM FERGUSON
SECRETARY1.000.00Yes (X)Yes (X)$0$0$0
BEATIE PETERSEN
DIRECTOR1.000.00Yes (X)$0$0$0
JJ FRENCH
DIRECTOR1.000.00Yes (X)$0$0$0
ERIN RASMUSSEN
DIRECTOR1.000.00Yes (X)$0$0$0
SUSAN ENGSTROM
DIRECTOR1.000.00Yes (X)$0$0$0
JESSICA SHACKELFORD
DIRECTOR1.001.00Yes (X)$0$0$0
GREG MAUER CEO
DIRECTOR1.0040.00Yes (X)$0$0$0
CONNIE ANDERSON
EXECUTIVE DIRECTOR12.0028.00Yes (X)$0$57,478$5,496
FieldValueIRS element (for citing)
Total Reportable Comp From Org$0TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$57,478TotReportableCompRltdOrgAmt
Total Other Compensation$5,496TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K0TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K0CntrctRcvdGreaterThan100KCnt
Fundraising$40,529FundraisingAmt
All Other Contributions$84,017AllOtherContributionsAmt
Total Contributions$124,546TotalContributionsAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$23,285TotalRevenueColumnAmt
Exclusion$23,285ExclusionAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$7,126FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event$40,529ContriRptFundraisingEventAmt
Fundraising Direct Expenses$10,920FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column-$3,794TotalRevenueColumnAmt
Exclusion-$3,794ExclusionAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$144,037TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$19,491ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$38,941TotalAmt
Program Services$38,941ProgramServicesAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$38,941TotalAmt
Program Services$38,941ProgramServicesAmt
Management And General$0ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$768,263BOYAmt
EOY$861,750EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$580,963BOYAmt
EOY$590,177EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$973BOYAmt
EOY$1,398EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$1,350,199BOYAmt
EOY$1,453,325EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$897,088BOYAmt
EOY$1,037,202EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$348,825BOYAmt
EOY$311,860EOYAmt

Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$104,286BOYAmt
EOY$104,263EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$1,350,199BOYAmt
EOY$1,453,325EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$1,350,199BOYAmt
EOY$1,453,325EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$105,096ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst-$1,970NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Consolidated Basis Fincl StmtYes (X)ConsolidatedBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit Committee0AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Public Organization170Yes (X)PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$100,901CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$112,907CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$199,016CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$51,666CurrentTaxYearMinus1YearAmt
Current Tax Year$124,546CurrentTaxYearAmt
Total$589,036TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$100,901CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$112,907CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$199,016CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$51,666CurrentTaxYearMinus1YearAmt
Current Tax Year$124,546CurrentTaxYearAmt
Total$589,036TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$31,944SubstantialContributorsTotAmt
Public Support Total170$557,092PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$27,802CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$23,062CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$25,352CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$12,865CurrentTaxYearMinus1YearAmt
Current Tax Year$23,285CurrentTaxYearAmt
Total$112,366TotalAmt
FieldValueIRS element (for citing)
Total Support$701,402TotalSupportAmt
Gross Receipts Rltd Activities$96,459GrossReceiptsRltdActivitiesAmt
Public Support CY1700.79430PublicSupportCY170Pct
Public Support PY1700.79480PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule D IRS990ScheduleD

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$104,286BeginningYearBalanceAmt
Contributions-$143ContributionsAmt
Investment Earnings Or Losses$120InvestmentEarningsOrLossesAmt
End Year Balance$104,263EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$103,996BeginningYearBalanceAmt
Contributions$143ContributionsAmt
Investment Earnings Or Losses$147InvestmentEarningsOrLossesAmt
End Year Balance$104,286EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$113,984BeginningYearBalanceAmt
Contributions$237ContributionsAmt
Administrative Expenses$10,225AdministrativeExpensesAmt
End Year Balance$103,996EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$113,916BeginningYearBalanceAmt
Contributions$68ContributionsAmt
Investment Earnings Or Losses$145InvestmentEarningsOrLossesAmt
Other Expenditures$145OtherExpendituresAmt
End Year Balance$113,984EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$113,916BeginningYearBalanceAmt
Investment Earnings Or Losses$64InvestmentEarningsOrLossesAmt
Other Expenditures$64OtherExpendituresAmt
End Year Balance$113,916EndYearBalanceAmt
FieldValueIRS element (for citing)
Prmnnt Endowment Balance EOY1.00000PrmnntEndowmentBalanceEOYPct
Endowments Held Unrelated Org0EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org0EndowmentsHeldRelatedOrgInd
Total Book Value Land Buildings$0TotalBookValueLandBuildingsAmt
Footnote TextYes (X)FootnoteTextInd

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
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 2014 AND BEYOND REMAIN SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE.
PART V, LINE 1(B)AN ERROR IN THE ENDING BALANCE OF THE ENDOWMENT FUND WAS IDENTFIED DURING THE YEAR. THE $143 NEGATIVE CONTRIBUTION WAS RECORDED THIS YEAR TO CORRECT THE BALANCE OF THE ENDOWMENT FUND.

Schedule G IRS990ScheduleG

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Event1GOLF TOURNAMENTEvent1Nm
Gross Receipts Event1$22,810GrossReceiptsEvent1Amt
Charitable Contri Event1$16,300CharitableContriEvent1Amt
Gross Revenue Event1$6,510GrossRevenueEvent1Amt
Cash Prizes Event1$1,300CashPrizesEvent1Amt
Rent Facility Costs Event1$2,200RentFacilityCostsEvent1Amt
Food And Beverage Event1$2,049FoodAndBeverageEvent1Amt
Other Direct Expenses Event1$2,519OtherDirectExpensesEvent1Amt
Event2CHRISTMAS KICKOFFEvent2Nm
Gross Receipts Event2$24,845GrossReceiptsEvent2Amt
Charitable Contri Event2$24,229CharitableContriEvent2Amt
Gross Revenue Event2$616GrossRevenueEvent2Amt
Cash Prizes Event2$1,000CashPrizesEvent2Amt
Rent Facility Costs Event2$120RentFacilityCostsEvent2Amt
Food And Beverage Event2$324FoodAndBeverageEvent2Amt
Entertainment Event2$200EntertainmentEvent2Amt
Other Direct Expenses Event2$1,208OtherDirectExpensesEvent2Amt
Gross Receipts Total$47,655GrossReceiptsTotalAmt
Charitable Contributions Tot$40,529CharitableContributionsTotAmt
Gross Revenue Total Events$7,126GrossRevenueTotalEventsAmt
Cash Prizes Total Events$2,300CashPrizesTotalEventsAmt
Rent Fclty Costs Total Events$2,320RentFcltyCostsTotalEventsAmt
Food And Beverage Total Events$2,373FoodAndBeverageTotalEventsAmt
Entertainment Total Events$200EntertainmentTotalEventsAmt
Oth Direct Expnss Total Events$3,727OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$10,920DirectExpenseSummaryEventsAmt
Net Income Summary-$3,794NetIncomeSummaryAmt

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (1)GrantRecordsMaintainedInd

Recipient Table RecipientTable

Recipient Business Name RecipientBusinessName

FieldValueIRS element (for citing)
Business Name Line1SHERIDAN MEMORIAL HOSPITAL ASSOCIATIONBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1440 W LAUREL AVEAddressLine1Txt
CityPLENTYWOODCityNm
State AbbreviationMTStateAbbreviationCd
ZIP59254ZIPCd
FieldValueIRS element (for citing)
Recipient EIN810243720RecipientEIN
IRC Section501(C)(3)IRCSectionDesc
Cash Grant$38,941CashGrantAmt
Purpose Of GrantGENERAL SUPPORTPurposeOfGrantTxt
FieldValueIRS element (for citing)
Total501c3 Org1Total501c3OrgCnt
Total Other Org0TotalOtherOrgCnt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 2:FormAndLineReferenceDesc
ExplanationSHERIDAN 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.ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (5 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION A, LINE 8BTHERE 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 11BTHE 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 12CANNUALLY 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 15SHERIDAN 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 19ALL GOVERNING DOCUMENTS, INCLUDING THE CONFLICT OF INTEREST STATEMENTS AND THE FINANCIAL STATEMENTS, ARE AVAILABLE TO THE PUBLIC UPON REQUEST.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp

Disregarded Entity Name DisregardedEntityName

FieldValueIRS element (for citing)
Business Name Line1SHERIDAN MEMORIAL HOSPITAL ASSOCIATIONBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1440 W LAUREL AVEAddressLine1Txt
CityPLENTYWOODCityNm
State AbbreviationMTStateAbbreviationCd
ZIP59254ZIPCd
FieldValueIRS element (for citing)
EIN810243720EIN
Primary ActivitiesHOSPITALPrimaryActivitiesTxt
Legal Domicile StateMTLegalDomicileStateCd
Exempt Code Section501(C)(3)ExemptCodeSectionTxt
Public Charity StatusLINE 3PublicCharityStatusTxt
Direct Controlling NAN/ADirectControllingNACd
Controlled Organization0ControlledOrganizationInd
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts Rylts0ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth OrgYes (1)GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth Org0GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org0LoansOrGuaranteesFromOthOrgInd
Div Related Organization0DivRelatedOrganizationInd
Asset Sale To Other Org0AssetSaleToOtherOrgInd
Asset Purchase From Other Org0AssetPurchaseFromOtherOrgInd
Asset Exchange0AssetExchangeInd
Rental Of Facilities To Oth Org0RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org0RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org0PerformOfServicesForOthOrgInd
Perform Of Services By Other Org0PerformOfServicesByOtherOrgInd
Sharing Of FacilitiesYes (1)SharingOfFacilitiesInd
Paid Employees SharingYes (1)PaidEmployeesSharingInd
Reimbursement Paid To Other Org0ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org0ReimbursementPaidByOtherOrgInd
Transfer To Other Org0TransferToOtherOrgInd
Transfer From Other Org0TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp

Other Organization Name OtherOrganizationName

FieldValueIRS element (for citing)
Business Name Line1SHERIDAN MEMORIAL HOSPITAL ASSOCIATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Transaction TypeBTransactionTypeTxt
Involved$38,941InvolvedAmt
Method Of Amount DeterminationFMVMethodOfAmountDeterminationTxt

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