2017-11-09T15:55:15-06:00 2016-12-31 346565596 ERNST & YOUNG US LLP 560 MISSION ST 1600 SAN FRANCISCO CA 94105 990 2016-01-01 800225150 INTERMOUNTAIN HEALTHCARE FOUNDATION INC INTE 8014422000 36 SOUTH STATE STREET SUITE 2200 SALT LAKE CITY UT 84111 PRESIDENT CDO PRESIDENT 8014422000 2017-11-09 0 EVA NITTA P01286320 4158948000 199.190.170.70 2017-11-09 15:49:10 MS P 86E3F453F2019865CD1058799E75D8FE40AEDCF8 1DBBC02014A076D96276D8EBC96B4AC44421144B 2016 2018-03-14 21:41:22Z DAVID FLOOD 36 S STATE STREET STE 2200 SLC UT 84111 104616274 0 X N/A X 2009 UT PROVIDE STRATEGIC AND FIDUCIARY LEADERSHIP FOR PHILANTHROPIC ENDEAVORS OF IHC HEALTH SERVICES, INC. 10 7 0 10 -573727 -658728 36784532 54841594 0 0 4751074 3660453 -626741 -513460 40908865 57988587 12295298 22545516 0 0 0 0 525592 479291 1177793 2186581 2327361 15007471 25352168 25901394 32636419 292261546 366757391 105241144 136278025 187020402 230479366 PROVIDE STRATEGIC AND FIDUCIARY LEADERSHIP FOR THE PHILANTHROPIC ENDEAVORS OF IHC HEALTH SERVICES, INC. 0 0 22545516 22545516 0 INTERMOUNTAIN HEALTHCARE FOUNDATION, INC. ("FOUNDATION") SUPPORTED THE HEALTHCARE ACTIVITIES OF IHC HEALTH SERVICES, INC. BY ENHANCING AND STRENGTHENING THE RELATIONSHIP BETWEEN THE FOUNDATION AND COMMUNITY LEADERS AND BY DEVELOPING FINANCIAL AND CHARITABLE SUPPORT. 22545516 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 0 0 1 0 0 1 1 0 1 1 0 0 1 0 1 0 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 0 0 1 X 0 0 0 1 1 0 0 0 0 1 1 0 0 0 0 X 10 7 1 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 0 0 0 X COLIN QUINCY 8014423491 36 S STATE STREET SUITE 2200 SALT LAKE CITY UT 84111 A SCOTT ANDERSON TRUSTEE / VICE CHAIR 3.00 6.00 X X 0 460 0 EDWARD B CLARK TRUSTEE (PARTIAL YEAR) 1.00 0.00 X 0 0 0 THOMAS D DEE III TRUSTEE 1.00 0.00 X 0 0 0 SPENCER F ECCLES TRUSTEE 1.00 2.00 X 0 1098 0 KEM C GARDNER TRUSTEE / CHAIR 3.00 0.00 X X 0 0 0 M ELIZABETH HAMMOND MD TRUSTEE (PARTIAL YEAR) 1.00 0.00 X 0 0 0 A MARC HARRISON MD TRUSTEE / SEC / VP (PARTIAL YEAR) 3.00 57.00 X X 0 651051 248447 JAMES D LAUB TRUSTEE 1.00 0.00 X 0 772 0 TODD R PEDERSEN TRUSTEE 1.00 0.00 X 0 458 0 CHARLES W SORENSON JR MD TRUSTEE / SECRETARY (PARTIAL YEAR) 3.00 57.00 X X 0 2150480 397594 DIANE P STEWART TRUSTEE 1.00 0.00 X 0 0 0 CYNDI WOODBURY GILBERT TRUSTEE 1.00 0.00 X 0 721 0 ALBERT R ZIMMERLI TRUSTEE / SECRETARY 3.00 57.00 X X 0 1749490 999930 DAVID FLOOD PRESIDENT 50.00 3.00 X 0 584531 263051 0 5139061 1909022 0 0 1 0 SILCHESTER INTERNATIONAL INVESTORS INC 780 3RD AVE 42ND FL NEW YORK NY 10017 INVESTMENT MANAGEMENT 185184 MACKAY SHIELDS LLC 1345 AVENUE OF THE AMERICAS NEW YORK NY 10105 INVESTMENT MANAGEMENT 107350 2 218068 3659819 3914092 163649 46885966 2105231 54841594 3468532 -1126210 4594742 43690508 627268 43745644 380211 -55136 247057 191921 552483 -360562 1924776 3659819 2441407 -516631 -516631 63596 60425 3171 3171 57988587 0 -573727 3720720 22473016 22473016 72500 72500 345608 289683 55925 2780 2780 32718 32718 479291 479291 646476 646476 51497 39306 12191 401344 147386 253958 106182 103788 2394 99867 11861 88006 20281 15873 4408 92501 60527 31974 2538 2538 3447 3141 306 SUPPLIES 304978 112043 192935 MEMBERSHIPS LICENSES 217144 163519 53625 25352168 22545516 1628859 1177793 6050 1500 30781872 27649050 9671846 36163518 3015 0 100108 0 588903 100108 245478678 297328736 672021 589677 5059161 4924802 292261546 366757391 953401 8312188 400000 3124226 103887743 124841611 105241144 136278025 X 17092962 29158178 141841712 172988651 28085728 28332537 187020402 230479366 292261546 366757391 X 32636419 10582192 224772 15581 X 0 1 X 0 0 X 144787789 26629839 26221725 36784532 54841594 289265479 144787789 26629839 26221725 36784532 54841594 289265479 22542096 266723383 855895 2806704 3196120 3237550 3468532 13564801 302830280 12284082 0.88080 0.91600 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 170865649 53298045 2372720 24277312 202259102 150372054 36119718 -814205 14811918 170865649 157608038 25669980 1340026 34245990 150372054 146752323 32701504 3107693 24953482 157608038 329665 147184586 2206943 2968871 146752323 0.00000 0.14060 0.85940 0 0 100108 100108 100108 SECURITIES HELD FOR AFFILIATES 117954334 INVESTMENT PURCHASES PAYABLE 6887277 124841611 FORM 990, SCHEDULE D, PART V, LINE 4 THE INTERMOUNTAIN HEALTHCARE FOUNDATION'S TEMPORARY AND PERMANENT ENDOWMENTS FUND IHC HEALTH SERVICES' ACTIVITIES SUCH AS PATIENT PROGRAMS (INCLUDING CHARITY CARE), MEDICAL RESEARCH, AND CAPITAL/TECHNOLOGY NEEDS. 1 CENTRAL AMERICA AND THE CARIBBEAN - ANTIGUA & BARBUDA, ARUBA, BAHAMAS, 0 0 INVESTMENTS 643676 EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM 0 0 INVESTMENTS 1812506 NORTH AMERICA 0 0 INVESTMENTS 612541 NORTH AMERICA 0 0 GRANTS 72500 0 0 0 0 0 0 3141223 0 3141223 NORTH AMERICA - CANADA AND MEXICO, BUT NOT THE UNITED STATES HCRN CLINSITE RESEARCH 72500 CHECK 1 0 0 0 0 0 0 SCHEDULE F, PART I, LINE 2 GRANT REQUESTS ARE MADE THROUGH AN APPLICATION PROCESS AND ARE GENERALLY LIMITED TO ORGANIZATIONS EXEMPT UNDER INTERNAL REVENUE CODE SECTION 501(C)(3). GRANTEES ARE REQUIRED TO REPORT BACK TO THE FOUNDATION HOW THE FUNDS WERE USED. X X X X X X 1 GHIORSI & SORRENTI INC 255 MADISON AVE WYCKOFF NJ 07481 FUNDRAISING STRATEGY CONSULTING 0 0 441684 0 GOBEL GROUP PO BOX 620 MENDENHALL PA 19357 FUNDRAISING STRATEGY CONSULTING 0 0 37607 0 479291 UT FESTIVAL OF TREES 3252475 2046280 1206195 144632 9601 7250 826660 JUBILEE OF TREES 943200 737650 205550 74115 56520 12370 211481 14 1388920 875889 513031 18448 122079 105535 26384 826332 5584595 3659819 1924776 18448 340826 171656 46004 1864473 2441407 -516631 1 IHC HEALTH SERVICES INC 36 S STATE STREET SUITE 2200 SALT LAKE CITY UT 84111 942854057 501(C)(3) 18413358 HOSPITAL SUPPORT UNIVERSITY OF UTAH PO BOX 581374 SALT LAKE CITY UT 84158 876000525 GOV 3847058 RESEARCH ALABAMA CHILDREN'S HOSPITAL FOUNDATION 1600 7TH AVE SO BIRMINGHAM AL 35233 630879471 501(C)(3) 80000 HCRN CLINSITE RESEARCH UNIVERSITY OF UTAH NEUROSURGERY 100 N MARIO CAPECCHI DR STE 1475 SALT LAKE CITY UT 84113 870541480 GOV 77000 RESEARCH TEXAS CHILDREN'S HOSPITAL 6621 FANNIN STREET HOUSTON TX 77030 741100555 501(C)(3) 50000 HCRN CLINSITE RESEARCH WEBER STATE UNIVERSITY 3885 N CAMPUS DRIVE OGDEN UT 84408 876000535 GOV 5600 SCHOLARSHIP FUND 6 0 PART I, LINE 2: GRANT REQUESTS ARE MADE THROUGH AN APPLICATION PROCESS AND ARE GENERALLY LIMITED TO ORGANIZATIONS EXEMPT UNDER INTERNAL REVENUE CODE SECTION 501(C)(3). GRANTEES ARE REQUIRED TO REPORT BACK TO THE FOUNDATION HOW THE FUNDS WERE USED. 0 1 0 0 0 0 0 0 0 A MARC HARRISON MD TRUSTEE / SEC / VP (PARTIAL YEAR) 0 605404 0 0 0 45647 0 231997 0 16450 0 899498 0 0 CHARLES W SORENSON JR MD TRUSTEE / SECRETARY (PARTIAL YEAR) 0 930054 0 654938 0 565488 0 359759 0 37835 0 2548074 0 652417 ALBERT R ZIMMERLI TRUSTEE / SECRETARY 0 917298 0 561017 0 271175 0 968389 0 31541 0 2749420 0 558857 DAVID FLOOD PRESIDENT 0 398572 0 182840 0 3119 0 237825 0 25226 0 847582 0 182840 PART I, LINE 4B IHC HEALTH SERVICES, INC., A RELATED TAX-EXEMPT ORGANIZATION, OFFERS A SUPPLEMENTAL NONQUALIFIED EMPLOYER RETIREMENT PLAN. PARTICIPATION IN THE PLAN IS LIMITED TO EMPLOYEES DESIGNATED BY THE BOARD. THE AMOUNTS IN THE PLAN ARE NOT VESTED, ARE SUBJECT TO A SUBSTANTIAL RISK OF FORFEITURE, AND MAY OR MAY NOT BE PAID IN THE FUTURE. AMOUNTS DEFERRED DURING 2016 FOR THE INDIVIDUALS REPORTED ON PART VII OF THE FORM 990 HAVE BEEN INCLUDED IN THE SCHEDULE J, PART II, COLUMN (C) TOTAL. THE FOLLOWING INDIVIDUALS RECEIVED SUPPLEMENTAL EMPLOYER RETIREMENT PAYMENTS FROM IHC HEALTH SERVICES, INC. IN 2016: - CHARLES W SORENSON JR MD $292,987 - ALBERT R ZIMMERLI $219,211 THE 2016 SUPPLEMENTAL EMPLOYER RETIREMENT PAYMENTS REPORTED ABOVE ARE INCLUDED IN THE PART II, COLUMN (B)(III) TOTALS. PART II, COLUMN (C) DURING 2016, A BENEFIT OF $288,209 WAS INCLUDED IN PART II, COLUMN (C) FOR ALBERT R ZIMMERLI AS PART OF A THREE YEAR DEFERRED COMPENSATION PACKAGE. PRIOR AMOUNTS OF $244,483 AND $294,469 WERE DEFERRED IN 2014 AND 2015, RESPECTIVELY. X 3 162213 APPRAISAL X 17088 FMV X 8 485889 FMV X 1 270000 APPRAISAL X MISC. AUCTION ITEMS 1456 1170041 FMV 2 0 1 0 PART I, COLUMN (B): THE NONCASH CONTRIBUTIONS RECORDED ON LINE 25 REPRESENT THE NUMBER OF INDIVIDUAL CONTRIBUTORS. FORM 990, PART V, LINE 1A ALL OF THE FORM 1099'S FOR INTERMOUNTAIN HEALTHCARE FOUNDATION, INC. ARE ISSUED BY A RELATED NONPROFIT ORGANIZATION, IHC HEALTH SERVICES, INC. FORM 990, PART VI, SECTION A, LINE 2 ALBERT R. ZIMMERLI / CHARLES W. SORENSON JR, MD / A. MARC HARRISON, MD - BUSINESS RELATIONSHIP (BOARD MEMBERS OF SELECTHEALTH BENEFIT ASSURANCE COMPANY INC., A WHOLLY OWNED TAXABLE SUBSIDIARY OF AN AFFILIATE OF THE FILING ORGANIZATION.) CHARLES W. SORENSON JR, MD / ALBERT R. ZIMMERLI / DAVID FLOOD / A. MARC HARRISON, MD - BUSINESS RELATIONSHIP (EMPLOYER/EMPLOYEE RELATIONSHIPS IN IHC HEALTH SERVICES, INC., AN AFFILIATED, TAX-EXEMPT ORGANIZATION.) SPENCER F. ECCLES / EDWARD B. CLARK - BUSINESS RELATIONSHIP (TRUSTEE/EMPLOYEE RELATIONSHIP IN AN UNRELATED TAX-EXEMPT ORGANIZATION.) KEM C. GARDNER / TODD R. PEDERSEN - BUSINESS RELATIONSHIP FORM 990, PART VI, SECTION A, LINE 6 THE SOLE MEMBER OF INTERMOUNTAIN HEALTHCARE FOUNDATION, INC. IS IHC HEALTH SERVICES, INC., A RELATED UTAH NONPROFIT CORPORATION. FORM 990, PART VI, SECTION A, LINE 7A PURSUANT TO THE APPROVED BYLAWS, THE FILING ORGANIZATION'S TRUSTEES ARE ELECTED BY THE SOLE MEMBER AT AN ANNUAL MEMBERSHIP MEETING. FORM 990, PART VI, SECTION A, LINE 7B PURSUANT TO THE ARTICLES OF INCORPORATION, THE MEMBER EXERCISES ALL PROPERTY, VOTING, AND OTHER RIGHTS, INTERESTS AND POWERS CONFERRED UNDER LOCAL STATUTE, INCLUDING THE ELECTION OF INTERMOUNTAIN HEALTHCARE FOUNDATION, INC. TRUSTEES. FORM 990, PART VI, SECTION B, LINE 11B THE COMPLETE FORM 990 AND ALL REQUIRED SCHEDULES WERE MADE AVAILABLE TO THE ENTIRE GOVERNING BODY FOR REVIEW PRIOR TO FILING WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C EACH OFFICER, DIRECTOR, TRUSTEE, AND KEY EMPLOYEE IS REQUIRED TO COMPLETE A CONFLICT OF INTEREST QUESTIONNAIRE AT LEAST ANNUALLY. THESE INDIVIDUALS HAVE ALSO 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. THE QUESTIONNAIRES ARE COLLECTED AND REVIEWED, PER POLICY, BY IHC HEALTH SERVICES, INC.'S VICE PRESIDENT OF BUSINESS ETHICS AND COMPLIANCE. 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 OF IHC HEALTH SERVICES, INC. IF AN INDIVIDUAL DISCLOSES A SITUATION THAT POSES A CONFLICT OF INTEREST, IHC HEALTH SERVICES, INC. DETERMINES IF 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 OR REQUIRING A CHOICE BETWEEN THE INDIVIDUAL'S ROLE WITH INTERMOUNTAIN HEALTHCARE FOUNDATION, INC. OR THE OUTSIDE ENTITY). FORM 990, PART VI, SECTION C, LINE 19 INTERMOUNTAIN HEALTHCARE FOUNDATION, INC. DOES NOT CURRENTLY ALLOW PUBLIC INSPECTION OF ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, OR FINANCIAL STATEMENTS. FORM 990, PART XI, LINE 9: NET CHANGE IN THE VALUATION OF TRUSTS RECEIVABLE -66,483. GRANTS REPORTED AS CHANGES TO FUND BALANCE 82,064. 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