SHERIDAN HEALTH CARE FOUNDATION INC: Form 990, tax year 2014

View the entire original 990 at ProPublica ↗

Organization
SHERIDAN HEALTH CARE FOUNDATION INC (EIN 81-0496987)
Tax period
2014-07-01 to 2015-06-30
Filed
2016-05-16
IRS object ID
201641379349307509
Schema version
2014v6.0
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)
Return2016-05-16T14:43:52-05:00ReturnTs
Tax Period End2015-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN450250958PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Eide Bailly LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1800 Nicollet Mall Ste 1300AddressLine1Txt
CityMinneapolisCityNm
State AbbreviationMNStateAbbreviationCd
ZIP554027033ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2014-07-01TaxPeriodBeginDt

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)
PersonGreg MaurerPersonNm
Person TitleCEO for Sheridan Memorial HospitalPersonTitleTxt
Phone4067653700PhoneNum
Signature2016-05-16SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonLisa Chaffee CPAPreparerPersonNm
PTINP00193453PTIN
Phone6122536500PhoneNum
Preparation2016-05-16PreparationDt
FieldValueIRS element (for citing)
Tax2014TaxYr
Build TS2016-08-17 19:52:53ZBuildTS

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$169,321GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website Addresswww.sheridanmemorial.net/foundationWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1994FormationYr
Legal Domicile StateMTLegalDomicileStateCd
Activity Or MissionTo support Sheridan Memorial Health Care Facility.ActivityOrMissionDesc
Voting Members Governing Body9VotingMembersGoverningBodyCnt
Voting Members Independent9VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Volunteers13TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$76,076PYContributionsGrantsAmt
CY Contributions Grants$100,901CYContributionsGrantsAmt
PY Program Service Revenue$0PYProgramServiceRevenueAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$29,280PYInvestmentIncomeAmt
CY Investment Income$27,802CYInvestmentIncomeAmt
PY Other Revenue$45,799PYOtherRevenueAmt
CY Other Revenue$30,218CYOtherRevenueAmt
PY Total Revenue$151,155PYTotalRevenueAmt
CY Total Revenue$158,921CYTotalRevenueAmt
PY Grants And Similar Paid$94,358PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$206,415CYGrantsAndSimilarPaidAmt
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$94,358PYTotalExpensesAmt
CY Total Expenses$206,415CYTotalExpensesAmt
PY Revenues Less Expenses$56,797PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$47,494CYRevenuesLessExpensesAmt
Total Assets BOY$1,246,631TotalAssetsBOYAmt
Total Assets EOY$1,188,629TotalAssetsEOYAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$1,246,631NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$1,188,629NetAssetsOrFundBalancesEOYAmt
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$206,415ExpenseAmt
Grant$206,415GrantAmt
DescDistributions made to Sheridan Memorial Hospital Association, a 501(c)(3) organization, to help fund medical activities. Sheridan Health Care Foundation contributed $206,415 to Sheridan Memorial Hospital Association to help purchase items for several ancillary services, departments and support staff.Sheridan Health Care Foundation supported Sheridan Memorial's Electronic Medical Record installation by lending the facility $575,000. This loan in conjunction with other loans of Association monies made it possible for our Clinic, CAH and Nursing Home to become compliant with EMR requirements. The balance of the loan to the hospital at June 30, 2015 was $308,403.Desc
Total Program Service Expenses$206,415TotalProgramServiceExpensesAmt
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 InvstYes (1)ReportProgramRelatedInvstInd
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
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members9GoverningBodyVotingMembersCnt
Independent Voting Member9IndependentVotingMemberCnt
Family Or Business RlnYes (1)FamilyOrBusinessRlnInd
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

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Connie AndersonBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone4067653709PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1440 W Laurel AvenueAddressLine1Txt
CityPlentywoodCityNm
State AbbreviationMTStateAbbreviationCd
ZIP59254ZIPCd
FieldValueIRS element (for citing)
No Listed Persons CompensatedYes (X)NoListedPersonsCompensatedInd

Form990 Part VII Section A Form990PartVIISectionAGrp (13 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
Paul Hansen
Chairperson0.500.00Yes (X)Yes (X)$0$0$0
Bill McCoy
Vice Chairperson0.501.00Yes (X)Yes (X)$0$0$0
Kim Ferguson
Secretary0.500.00Yes (X)Yes (X)$0$0$0
Josh Jensen
Treasurer0.500.00Yes (X)Yes (X)$0$0$0
Tina Wivholm
Director0.500.00Yes (X)$0$0$0
Nikki Sampsen
Director0.500.00Yes (X)$0$0$0
Taylor Fjeldheim
Director0.500.00Yes (X)$0$0$0
Joan Tommerup
Director0.500.00Yes (X)$0$0$0
Beatie Petersen
Director0.500.00Yes (X)$0$0$0
Jim Maus
Director (thru 12/1/14)0.500.00Yes (X)$0$0$0
Greg Mauer
President/CEO (as of March 2015)0.1040.00Yes (X)$0$0$0
Rob Brandt
Interim CEO (thru Feb 2015)0.1040.00Yes (X)$0$0$0
Sandra Christensen
CEO (thru July 2014)0.1040.00Yes (X)$0$0$0
FieldValueIRS element (for citing)
Total Reportable Comp From Org$0TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$0TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K0TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K0CntrctRcvdGreaterThan100KCnt
Fundraising$6,640FundraisingAmt
All Other Contributions$94,261AllOtherContributionsAmt
Total Contributions$100,901TotalContributionsAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$27,802TotalRevenueColumnAmt
Exclusion$27,802ExclusionAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$30,703FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event$6,640ContriRptFundraisingEventAmt
Fundraising Direct Expenses$5,900FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column$24,803TotalRevenueColumnAmt
Exclusion$24,803ExclusionAmt
FieldValueIRS element (for citing)
Gaming Gross Income$9,915GamingGrossIncomeAmt
Gaming Direct Expenses$4,500GamingDirectExpensesAmt

Net Income From Gaming NetIncomeFromGamingGrp

FieldValueIRS element (for citing)
Total Revenue Column$5,415TotalRevenueColumnAmt
Exclusion$5,415ExclusionAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$158,921TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$58,020ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$206,415TotalAmt
Program Services$206,415ProgramServicesAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$206,415TotalAmt
Program Services$206,415ProgramServicesAmt
Management And General$0ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$104,041BOYAmt
EOY$333,034EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$547,660BOYAmt
EOY$545,792EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

FieldValueIRS element (for citing)
BOY$575,000BOYAmt
EOY$308,403EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$19,930BOYAmt
EOY$1,400EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$1,246,631BOYAmt
EOY$1,188,629EOYAmt

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$927,447BOYAmt
EOY$843,914EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$205,268BOYAmt
EOY$230,799EOYAmt

Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$113,916BOYAmt
EOY$113,916EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$1,246,631BOYAmt
EOY$1,188,629EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$1,246,631BOYAmt
EOY$1,188,629EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss-$47,494ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst-$10,508NetUnrlzdGainsLossesInvstAmt
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$253,866CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$173,655CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$325,602CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$76,226CurrentTaxYearMinus1YearAmt
Current Tax Year$100,901CurrentTaxYearAmt
Total$930,250TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$253,866CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$173,655CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$325,602CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$76,226CurrentTaxYearMinus1YearAmt
Current Tax Year$100,901CurrentTaxYearAmt
Total$930,250TotalAmt
FieldValueIRS element (for citing)
Public Support Total170$930,250PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$78,840CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,074CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$15,075CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$29,280CurrentTaxYearMinus1YearAmt
Current Tax Year$27,802CurrentTaxYearAmt
Total$152,071TotalAmt
FieldValueIRS element (for citing)
Total Support$1,082,321TotalSupportAmt
Gross Receipts Rltd Activities$76,768GrossReceiptsRltdActivitiesAmt
Public Support CY1700.85950PublicSupportCY170Pct
Public Support PY1700.84530PublicSupportPY170Pct
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$113,916BeginningYearBalanceAmt
Investment Earnings Or Losses$64InvestmentEarningsOrLossesAmt
Other Expenditures$64OtherExpendituresAmt
End Year Balance$113,916EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$113,916BeginningYearBalanceAmt
Investment Earnings Or Losses$72InvestmentEarningsOrLossesAmt
Other Expenditures$72OtherExpendituresAmt
End Year Balance$113,916EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$37,530BeginningYearBalanceAmt
Contributions$76,386ContributionsAmt
Investment Earnings Or Losses$27InvestmentEarningsOrLossesAmt
Other Expenditures$27OtherExpendituresAmt
End Year Balance$113,916EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$27,195BeginningYearBalanceAmt
Contributions$10,335ContributionsAmt
End Year Balance$37,530EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$27,075BeginningYearBalanceAmt
Contributions$120ContributionsAmt
End Year Balance$27,195EndYearBalanceAmt
FieldValueIRS element (for citing)
Prmnnt Endowment Balance EOY1.00000PrmnntEndowmentBalanceEOYPct
Endowments Held Unrelated Org0EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org0EndowmentsHeldRelatedOrgInd
Total Book Value Land Buildings$0TotalBookValueLandBuildingsAmt

Invst Program Related Org InvstProgramRelatedOrgGrp

FieldValueIRS element (for citing)
DescNotes Receivable-Sheridan Memorial Hospital AssociationDesc
Book Value$308,403BookValueAmt
Method ValuationCMethodValuationCd
FieldValueIRS element (for citing)
Total Book Value Program Rltd$308,403TotalBookValueProgramRltdAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$72,918TotalRevEtcAuditedFinclStmtAmt
Revenue Not Reported$0RevenueNotReportedAmt
Revenue Subtotal$72,918RevenueSubtotalAmt
Other Revenues Not Included$86,003OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt$86,003RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$158,921TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$206,415TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported$0ExpensesNotReportedAmt
Expenses Subtotal$206,415ExpensesSubtotalAmt
Expenses Not Rpt Fincl Stmt$0ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$206,415TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Part V, Line 4:The endowment consists of individual funds established by donors to provide annual funding for specific activities and general operations of the Hospital.
Part X, Line 2:The Foundation is organized as a Montana nonprofit corporation and has been recognized by the Internal Revenue Service (IRS) as exempt from Federal income taxes under Internal Revenue Code Section 501(c)(3). The Foundation is annually required to file a Return of Organization Exempt from Income Tax (Form 990) with the IRS. In addition, the Foundation is subject to income tax on net income that is derived from business activities that are unrelated to its exempt purpose. The Foundation has determined it is not subject to unrelated business income tax and has not filed an Exempt Organization Business Income Tax Return (Form 990-T) with the IRS. The Foundation believes that it has appropriate support for any tax positions taken affecting its annual filing requirements, and as such, does not have any uncertain tax positions that are material to the consolidated financial statements. The Foundation would recognize future accrued interest and penalties related to unrecognized tax benefits and liabilities in income tax expense, if such interest and penalties are incurred.
Part XI, Line 4b - Other Adjustments:Contributions reported in fund balance for financial statements 86,003.

Schedule G IRS990ScheduleG

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Event1Christmas KickoffEvent1Nm
Gross Receipts Event1$22,199GrossReceiptsEvent1Amt
Charitable Contri Event1$1,840CharitableContriEvent1Amt
Gross Revenue Event1$20,359GrossRevenueEvent1Amt
Food And Beverage Event1$200FoodAndBeverageEvent1Amt
Other Direct Expenses Event1$200OtherDirectExpensesEvent1Amt
Event2Golf TournamentEvent2Nm
Gross Receipts Event2$15,144GrossReceiptsEvent2Amt
Charitable Contri Event2$4,800CharitableContriEvent2Amt
Gross Revenue Event2$10,344GrossRevenueEvent2Amt
Cash Prizes Event2$1,300CashPrizesEvent2Amt
Rent Facility Costs Event2$2,400RentFacilityCostsEvent2Amt
Food And Beverage Event2$800FoodAndBeverageEvent2Amt
Other Direct Expenses Event2$1,000OtherDirectExpensesEvent2Amt
Gross Receipts Total$37,343GrossReceiptsTotalAmt
Charitable Contributions Tot$6,640CharitableContributionsTotAmt
Gross Revenue Total Events$30,703GrossRevenueTotalEventsAmt
Cash Prizes Total Events$1,300CashPrizesTotalEventsAmt
Rent Fclty Costs Total Events$2,400RentFcltyCostsTotalEventsAmt
Food And Beverage Total Events$1,000FoodAndBeverageTotalEventsAmt
Oth Direct Expnss Total Events$1,200OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$5,900DirectExpenseSummaryEventsAmt
Net Income Summary$24,803NetIncomeSummaryAmt

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$206,415CashGrantAmt
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 one member of the Hospital Board and the CEO of the Hospital is the Foundation President. 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 (7 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Form 990, Part VI, Section A, line 1Sheridan Health Care Foundation's Executive Committee consists of all 9 Board Members plus the Foundation's former Chair. This committee is not active; however is defined if the need arises.
Form 990, Part VI, Section A, line 2Paul Hansen and Kim Ferguson - Business Relationship Bill McCoy and Joan Tommerup - Business Relationship
Form 990, Part VI, Section A, line 8bThere are no committeess 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.
Form 990, Part VI, Section B, line 11The 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 board members 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 organization's CEO. The Hospital has a management agreement with Billings Clinic. The CEO is compensated by Sheridan Memorial Hospital Association as part of that arrangement.
Form 990, Part VI, Section C, line 19Governing documents and the conflict of interest policy related to the Sheridan Health Care Foundation are available 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 RyltsYes (1)ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth OrgYes (1)GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth Org0GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other OrgYes (1)LoansOrGuaranteesToOtherOrgInd
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 OrgYes (1)ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org0ReimbursementPaidByOtherOrgInd
Transfer To Other Org0TransferToOtherOrgInd
Transfer From Other Org0TransferFromOtherOrgInd

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