SHODAIR CHILDRENS FOUNDATION: Form 990, tax year 2013

View the entire original 990 at ProPublica ↗

Organization: SHODAIR CHILDRENS FOUNDATION (EIN 81-0365625)
Tax period: 2013-06-01 to 2014-05-31
Filed: 2015-01-13
IRS object ID: 201530139349301133
Schema version: 2013v4.0
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
Form 990
Schedule A
Schedule B
Schedule D
Schedule I
Schedule J
Schedule O
Schedule R

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2015-01-13T14:23:32-06:00	ReturnTs
Tax Period End	2014-05-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	810272932	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	GALUSHA HIGGINS & GALUSHA PC	BusinessNameLine1

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	PO BOX 1699	AddressLine1
City	HELENA	City
State	MT	State
ZIP Code	596241699	ZIPCode

Field	Value	IRS element (for citing)
Return Type	990	ReturnTypeCd
Tax Period Begin	2013-06-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	810365625	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	MONTANA CHILDREN'S FOUNDATION	BusinessNameLine1

Field	Value	IRS element (for citing)
Business Name Control	MONT	BusinessNameControlTxt
Phone	4064447500	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	POBOX 5539	AddressLine1
City	HELENA	City
State	MT	State
ZIP Code	59604	ZIPCode

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	JOHN P JACK CASEY	PersonNm
Person Title	ADMINISTRATOR	PersonTitleTxt
Phone	4064447500	PhoneNum
Signature	2014-12-04	SignatureDt
Discuss With Paid Preparer	Yes (1)	DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	NATHAN D MCCARTHY CPA	PreparerPersonNm
PTIN	P00368408	PTIN
Phone	4064425520	PhoneNum
Preparation	2014-12-04	PreparationDt

Field	Value	IRS element (for citing)
Tax	2013	TaxYr
Build TS	2016-02-25 16:41:14Z	BuildTS

Form 990 IRS990

Field	Value	IRS element (for citing)
Principal Officer	JOHN P JACK CASEY	PrincipalOfficerNm

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	POBOX 5539	AddressLine1
City	HELENA	City
State	MT	State
ZIP Code	59604	ZIPCode

Field	Value	IRS element (for citing)
Gross Receipts	$5,498,940	GrossReceiptsAmt
Group Return For Affiliates	0	GroupReturnForAffiliatesInd
Organization501c3	Yes (X)	Organization501c3Ind
Website Address	WWW.SHODAIRHOSPITAL.ORG	WebsiteAddressTxt
Type Of Organization Corp	Yes (X)	TypeOfOrganizationCorpInd
Formation	1977	FormationYr
Legal Domicile State	MT	LegalDomicileStateCd
Activity Or Mission	TO PROMOTE AND FURTHER OPERATIONS OF THE MONTANA CHILDREN'S HOME AND HOSPITAL.	ActivityOrMissionDesc
Voting Members Governing Body	15	VotingMembersGoverningBodyCnt
Voting Members Independent	15	VotingMembersIndependentCnt
Total Employee	0	TotalEmployeeCnt
Total Volunteers	73	TotalVolunteersCnt
Total Gross UBI	$0	TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm	$0	NetUnrelatedBusTxblIncmAmt
PY Contributions Grants	$699,296	PYContributionsGrantsAmt
CY Contributions Grants	$805,190	CYContributionsGrantsAmt
PY Program Service Revenue	$0	PYProgramServiceRevenueAmt
CY Program Service Revenue	$0	CYProgramServiceRevenueAmt
PY Investment Income	$474,747	PYInvestmentIncomeAmt
CY Investment Income	$749,243	CYInvestmentIncomeAmt
PY Other Revenue	$54,821	PYOtherRevenueAmt
CY Other Revenue	$1,039,619	CYOtherRevenueAmt
PY Total Revenue	$1,228,864	PYTotalRevenueAmt
CY Total Revenue	$2,594,052	CYTotalRevenueAmt
PY Grants And Similar Paid	$1,510,620	PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid	$1,304,465	CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members	$0	PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members	$0	CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid	$2,812	PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid	$0	CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns	$0	PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns	$0	CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense	$271,789	CYTotalFundraisingExpenseAmt
PY Other Expenses	$295,496	PYOtherExpensesAmt
CY Other Expenses	$392,104	CYOtherExpensesAmt
PY Total Expenses	$1,808,928	PYTotalExpensesAmt
CY Total Expenses	$1,696,569	CYTotalExpensesAmt
PY Revenues Less Expenses	-$580,064	PYRevenuesLessExpensesAmt
CY Revenues Less Expenses	$897,483	CYRevenuesLessExpensesAmt
Total Assets BOY	$16,147,775	TotalAssetsBOYAmt
Total Assets EOY	$17,922,939	TotalAssetsEOYAmt
Total Liabilities BOY	$236,730	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$345,515	TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY	$15,911,045	NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY	$17,577,424	NetAssetsOrFundBalancesEOYAmt
Mission	TO LEND FINANCIAL SUPPORT TO MONTANA CHILDREN'S HOME AND HOSPITAL (DBA SHODAIR HOSPITAL).	MissionDesc
Significant New Program Srvc	0	SignificantNewProgramSrvcInd
Significant Change	0	SignificantChangeInd
Expense	$1,304,465	ExpenseAmt
Grant	$1,304,465	GrantAmt
Revenue	$0	RevenueAmt
Desc	PROGRAM SERVICE EXPENSES WENT DIRECTLY TO MONTANA CHILDREN'S HOME AND HOSPITAL TO ASSIST WITH OPERATIONS.	Desc
Total Program Service Expenses	$1,304,465	TotalProgramServiceExpensesAmt
Described In Section501c3	Yes (1)	DescribedInSection501c3Ind
Schedule B Required	Yes (1)	ScheduleBRequiredInd
Political Campaign Acty	0	PoliticalCampaignActyInd
Lobbying Activities	0	LobbyingActivitiesInd
Subject To Proxy Tax	0	SubjectToProxyTaxInd
Donor Advised Fund	0	DonorAdvisedFundInd
Conservation Easements	0	ConservationEasementsInd
Collections Of Art	Yes (1)	CollectionsOfArtInd
Credit Counseling	0	CreditCounselingInd
Temp Or Permanent Endowments	Yes (1)	TempOrPermanentEndowmentsInd
Report Land Building Equipment	Yes (1)	ReportLandBuildingEquipmentInd
Report Investments Other Sec	0	ReportInvestmentsOtherSecInd
Report Program Related Invst	0	ReportProgramRelatedInvstInd
Report Other Assets	Yes (1)	ReportOtherAssetsInd
Report Other Liabilities	Yes (1)	ReportOtherLiabilitiesInd
Include FIN48 Footnote	0	IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt	Yes (1)	IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt	Yes (1)	ConsolidatedAuditFinclStmtInd
School Operating	0	SchoolOperatingInd
Foreign Office	0	ForeignOfficeInd
Foreign Activities	0	ForeignActivitiesInd
More Than5000 K To Org	0	MoreThan5000KToOrgInd
More Than5000 K To Individuals	0	MoreThan5000KToIndividualsInd
Professional Fundraising	0	ProfessionalFundraisingInd
Fundraising Activities	0	FundraisingActivitiesInd
Gaming Activities	0	GamingActivitiesInd
Operate Hospital	0	OperateHospitalInd
Grants To Organizations	Yes (1)	GrantsToOrganizationsInd
Grants To Individuals	0	GrantsToIndividualsInd
Schedule J Required	Yes (1)	ScheduleJRequiredInd
Tax Exempt Bonds	0	TaxExemptBondsInd
Engaged In Excess Benefit Trans	0	EngagedInExcessBenefitTransInd
PY Excess Benefit Trans	0	PYExcessBenefitTransInd
Loan Outstanding	0	LoanOutstandingInd
Grant To Related Person	0	GrantToRelatedPersonInd
Business Rln With Org Mem	0	BusinessRlnWithOrgMemInd
Business Rln With Fam Mem	0	BusinessRlnWithFamMemInd
Business Rln With Officer Ent	0	BusinessRlnWithOfficerEntInd
Deductible Non Cash Contri	0	DeductibleNonCashContriInd
Deductible Art Contribution	0	DeductibleArtContributionInd
Terminate Operations	0	TerminateOperationsInd
Partial Liquidation	0	PartialLiquidationInd
Disregarded Entity	0	DisregardedEntityInd
Related Entity	Yes (1)	RelatedEntityInd
Related Organization Ctrl Ent	0	RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org	0	TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp	0	ActivitiesConductedPrtshpInd
Schedule O Required	Yes (1)	ScheduleORequiredInd
IRP Document	10	IRPDocumentCnt
IRP Document W2 G	0	IRPDocumentW2GCnt
Employee	0	EmployeeCnt
Unrelated Bus Incm Over Limit	0	UnrelatedBusIncmOverLimitInd
Foreign Financial Account	0	ForeignFinancialAccountInd
Prohibited Tax Shelter Trans	0	ProhibitedTaxShelterTransInd
Taxable Party Notification	0	TaxablePartyNotificationInd
Nondeductible Contributions	0	NondeductibleContributionsInd
Quid Pro Quo Contributions	0	QuidProQuoContributionsInd
Form8282 Property Disposed Of	0	Form8282PropertyDisposedOfInd
Indoor Tanning Services	0	IndoorTanningServicesInd
Info In Schedule O Part VI	Yes (X)	InfoInScheduleOPartVIInd
Governing Body Voting Members	15	GoverningBodyVotingMembersCnt
Independent Voting Member	15	IndependentVotingMemberCnt
Family Or Business Rln	Yes (1)	FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties	0	DelegationOfMgmtDutiesInd
Change To Org Documents	0	ChangeToOrgDocumentsInd
Material Diversion Or Misuse	0	MaterialDiversionOrMisuseInd
Members Or Stockholders	0	MembersOrStockholdersInd
Election Of Board Members	0	ElectionOfBoardMembersInd
Decisions Subject To Approva	0	DecisionsSubjectToApprovaInd
Minutes Of Governing Body	Yes (1)	MinutesOfGoverningBodyInd
Minutes Of Committees	Yes (1)	MinutesOfCommitteesInd
Officer Mailing Address	0	OfficerMailingAddressInd
Local Chapters	0	LocalChaptersInd
Form990 Provided To Gvrn Body	Yes (1)	Form990ProvidedToGvrnBodyInd
Conflict Of Interest Policy	Yes (1)	ConflictOfInterestPolicyInd
Annual Disclosure Covered Prsn	Yes (1)	AnnualDisclosureCoveredPrsnInd
Regular Monitoring Enfrc	Yes (1)	RegularMonitoringEnfrcInd
Whistleblower Policy	Yes (1)	WhistleblowerPolicyInd
Document Retention Policy	Yes (1)	DocumentRetentionPolicyInd
Compensation Process CEO	0	CompensationProcessCEOInd
Compensation Process Other	0	CompensationProcessOtherInd
Investment In Joint Venture	0	InvestmentInJointVentureInd
States Where Copy Of Return Is Fld	MT	StatesWhereCopyOfReturnIsFldCd
Other Website	Yes (X)	OtherWebsiteInd
Upon Request	Yes (X)	UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Field	Value	IRS element (for citing)
Person	JOHN P JACK CASEY	PersonNm
Phone	4064447500	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	2755 COLONIAL DR	AddressLine1
City	HELENA	City
State	MT	State
ZIP Code	59601	ZIPCode

Form990 Part VII Section A Form990PartVIISectionAGrp (16 entries)

TitleTitleTxt	Average Hours Per WeekAverageHoursPerWeekRt	Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd	OfficerOfficerInd	Reportable Comp From OrgReportableCompFromOrgAmt	Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt	Other CompensationOtherCompensationAmt
RITA GOWEN
PRESIDENT	0.50	Yes (X)	Yes (X)	$0	$0	$0
BOB LEMM
TRUSTEE	0.50	Yes (X)		$0	$0	$0
RICH BRUNER
TRUSTEE	0.50	Yes (X)		$0	$0	$0
JOE SHEVLIN
TRUSTEE	0.50	Yes (X)		$0	$0	$0
DAVID LEMM
TRUSTEE	0.50	Yes (X)		$0	$0	$0
ED TINSLEY
TRUSTEE	0.50	Yes (X)		$0	$0	$0
MOE WOSEPKA
SECRETARY/TREASURER	0.50	Yes (X)	Yes (X)	$0	$0	$0
RED MENAHAN
TRUSTEE	1.00	Yes (X)		$0	$0	$0
BILL HASQUET
TRUSTEE	0.50	Yes (X)		$0	$0	$0
JANET HEDGES
TRUSTEE	0.50	Yes (X)		$0	$0	$0
GALEN HOLLENBAUGH
TRUSTEE	0.50	Yes (X)		$0	$0	$0
JOEL MAES
TRUSTEE	0.50	Yes (X)		$0	$0	$0
DAN SHEA
TRUSTEE	0.50	Yes (X)		$0	$0	$0
EDWARD SURBRUGG
TRUSTEE	0.50	Yes (X)		$0	$0	$0
BETH O'HALLORAN
TRUSTEE	0.50	Yes (X)		$0	$0	$0
JOHN P JACK CASEY
ADMINISTRATOR	10.00		Yes (X)	$0	$291,439	$54,275

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	$0	TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org	$291,439	TotReportableCompRltdOrgAmt
Total Other Compensation	$54,275	TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K	0	IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed	0	FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K	Yes (1)	TotalCompGreaterThan150KInd
Compensation From Other Srcs	0	CompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K	0	CntrctRcvdGreaterThan100KCnt
Fundraising	$14,035	FundraisingAmt
All Other Contributions	$791,155	AllOtherContributionsAmt
Total Contributions	$805,190	TotalContributionsAmt

Investment Income InvestmentIncomeGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$291,254	TotalRevenueColumnAmt
Exclusion	$291,254	ExclusionAmt

Royalties Revenue RoyaltiesRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$1,053,405	TotalRevenueColumnAmt
Exclusion	$1,053,405	ExclusionAmt

Gross Rents GrossRentsGrp

Field	Value	IRS element (for citing)
Real	$1,893	RealAmt

Less Rental Expenses LessRentalExpensesGrp

Field	Value	IRS element (for citing)
Real	$0	RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

Field	Value	IRS element (for citing)
Real	$1,893	RealAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$1,893	TotalRevenueColumnAmt
Related Or Exempt Func Income	$1,893	RelatedOrExemptFuncIncomeAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

Field	Value	IRS element (for citing)
Securities	$3,347,198	SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

Field	Value	IRS element (for citing)
Securities	$2,889,209	SecuritiesAmt

Gain Or Loss GainOrLossGrp

Field	Value	IRS element (for citing)
Securities	$457,989	SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$457,989	TotalRevenueColumnAmt
Exclusion	$457,989	ExclusionAmt

Field	Value	IRS element (for citing)
Fundraising Gross Income	$0	FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event	$14,035	ContriRptFundraisingEventAmt
Fundraising Direct Expenses	$15,679	FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

Field	Value	IRS element (for citing)
Total Revenue Column	-$15,679	TotalRevenueColumnAmt
Exclusion	-$15,679	ExclusionAmt

Total Revenue TotalRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$2,594,052	TotalRevenueColumnAmt
Related Or Exempt Func Income	$1,893	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$0	UnrelatedBusinessRevenueAmt
Exclusion	$1,786,969	ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

Field	Value	IRS element (for citing)
Total	$1,304,465	TotalAmt
Program Services	$1,304,465	ProgramServicesAmt

Fees For Services Legal FeesForServicesLegalGrp

Field	Value	IRS element (for citing)
Total	$13,750	TotalAmt
Management And General	$13,750	ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

Field	Value	IRS element (for citing)
Total	$10,700	TotalAmt
Management And General	$10,700	ManagementAndGeneralAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

Field	Value	IRS element (for citing)
Total	$43,177	TotalAmt
Management And General	$43,177	ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

Field	Value	IRS element (for citing)
Total	$23,500	TotalAmt
Management And General	$23,500	ManagementAndGeneralAmt

Advertising AdvertisingGrp

Field	Value	IRS element (for citing)
Total	$48,456	TotalAmt
Fundraising	$48,456	FundraisingAmt

Office Expenses OfficeExpensesGrp

Field	Value	IRS element (for citing)
Total	$23,418	TotalAmt
Management And General	$21,127	ManagementAndGeneralAmt
Fundraising	$2,291	FundraisingAmt

Occupancy OccupancyGrp

Field	Value	IRS element (for citing)
Total	$1,856	TotalAmt
Management And General	$1,856	ManagementAndGeneralAmt

Travel TravelGrp

Field	Value	IRS element (for citing)
Total	$22,145	TotalAmt
Management And General	$2,512	ManagementAndGeneralAmt
Fundraising	$19,633	FundraisingAmt

Depreciation Depletion DepreciationDepletionGrp

Field	Value	IRS element (for citing)
Total	$1,329	TotalAmt
Management And General	$1,329	ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDesc	TotalTotalAmt	FundraisingFundraisingAmt	Management And GeneralManagementAndGeneralAmt
TELETHON EXPENSES	$143,190	$143,190
CMN DUES & MEMBERSHIP	$55,237	$55,237
OTHER FUNDRAISER EXPENS	$2,982	$2,982
ALL OTHER EXPENSES	$2,364		$2,364

Total Functional Expenses TotalFunctionalExpensesGrp

Field	Value	IRS element (for citing)
Total	$1,696,569	TotalAmt
Program Services	$1,304,465	ProgramServicesAmt
Management And General	$120,315	ManagementAndGeneralAmt
Fundraising	$271,789	FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

Field	Value	IRS element (for citing)
BOY	$294,467	BOYAmt
EOY	$195,121	EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

Field	Value	IRS element (for citing)
BOY	$884,555	BOYAmt
EOY	$867,398	EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

Field	Value	IRS element (for citing)
BOY	$7,723	BOYAmt
EOY	$11,263	EOYAmt

Field	Value	IRS element (for citing)
Land Bldg Equip Cost Or Other Bss	$149,288	LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec	$27,814	LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

Field	Value	IRS element (for citing)
BOY	$114,932	BOYAmt
EOY	$121,474	EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

Field	Value	IRS element (for citing)
BOY	$12,114,447	BOYAmt
EOY	$13,821,526	EOYAmt

Other Assets Total OtherAssetsTotalGrp

Field	Value	IRS element (for citing)
BOY	$2,731,651	BOYAmt
EOY	$2,906,157	EOYAmt

Total Assets TotalAssetsGrp

Field	Value	IRS element (for citing)
BOY	$16,147,775	BOYAmt
EOY	$17,922,939	EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

Field	Value	IRS element (for citing)
BOY	$1,665	BOYAmt
EOY	$100,189	EOYAmt

Deferred Revenue DeferredRevenueGrp

Field	Value	IRS element (for citing)
BOY	$1,000	BOYAmt
EOY	$0	EOYAmt

Other Liabilities OtherLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$234,065	BOYAmt
EOY	$245,326	EOYAmt

Total Liabilities TotalLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$236,730	BOYAmt
EOY	$345,515	EOYAmt

Field	Value	IRS element (for citing)
Organization Follows SFAS117	Yes (X)	OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$11,757,599	BOYAmt
EOY	$13,087,072	EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$3,308,937	BOYAmt
EOY	$3,638,393	EOYAmt

Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$844,509	BOYAmt
EOY	$851,959	EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$15,911,045	BOYAmt
EOY	$17,577,424	EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$16,147,775	BOYAmt
EOY	$17,922,939	EOYAmt

Field	Value	IRS element (for citing)
Reconcilation Revenue Expnss	$897,483	ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst	$768,896	NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets	$0	OtherChangesInNetAssetsAmt
Info In Schedule O Part XII	Yes (X)	InfoInScheduleOPartXIIInd
Method Of Accounting Accrual	Yes (X)	MethodOfAccountingAccrualInd
Accountant Compile Or Review	0	AccountantCompileOrReviewInd
FS Audited	Yes (1)	FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

Field	Value	IRS element (for citing)
Consol And Sep Basis Fincl Stmt	Yes (X)	ConsolAndSepBasisFinclStmtInd

Field	Value	IRS element (for citing)
Audit Committee	Yes (1)	AuditCommitteeInd
Federal Grant Audit Required	0	FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

Field	Value	IRS element (for citing)
Supporting Organization509a3	Yes (X)	SupportingOrganization509a3Ind
Supporting Org Type3 Func Int	Yes (X)	SupportingOrgType3FuncIntInd
Certification	Yes (X)	CertificationInd
Contribution Controller	0	ContributionControllerInd
Contribution Family	0	ContributionFamilyInd
Contribution35 Controlled	0	Contribution35ControlledInd

Supported Org Information SupportedOrgInformationGrp

Supported Organization Name SupportedOrganizationName

Field	Value	IRS element (for citing)
Business Name Line1	MONTANA CHILDREN'S HOME AND HOSPITAL INC	BusinessNameLine1

Field	Value	IRS element (for citing)
EIN	810231789	EIN
Organization Type	3	OrganizationTypeDesc
Governing Document Listed	Yes (1)	GoverningDocumentListedInd
Supported Org Notified	Yes (1)	SupportedOrgNotifiedInd
US Organized	Yes (1)	USOrganizedInd
Support	$1,304,465	SupportAmt

Field	Value	IRS element (for citing)
Supported Organizations Total	1	SupportedOrganizationsTotalCnt
Support Sum	$1,304,465	SupportSumAmt

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

Field	Value	IRS element (for citing)
Contributor	RESTRICTED	ContributorNum

Contributor Business Name ContributorBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	RESTRICTED	BusinessNameLine1

Contributor US Address ContributorUSAddress

Field	Value	IRS element (for citing)
Address Line1	RESTRICTED	AddressLine1
Address Line2	RESTRICTED	AddressLine2
City	RESTRICTED	City
State	RESTRICTED	State
ZIP Code	RESTRICTED	ZIPCode

Field	Value	IRS element (for citing)
Total Contributions	RESTRICTED	TotalContributionsAmt

Schedule D IRS990ScheduleD

Art Public Exhibition Amounts ArtPublicExhibitionAmountsGrp

Field	Value	IRS element (for citing)
Assets Included	$5,000	AssetsIncludedAmt

Field	Value	IRS element (for citing)
Collection Used Pub Exhibition	Yes (X)	CollectionUsedPubExhibitionInd
Solicited Assets Sale	0	SolicitedAssetsSaleInd

CY Endwmt Fund CYEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$1,437,461	BeginningYearBalanceAmt
Contributions	$7,450	ContributionsAmt
Investment Earnings Or Losses	$153,831	InvestmentEarningsOrLossesAmt
Other Expenditures	$3,279	OtherExpendituresAmt
End Year Balance	$1,595,463	EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$1,249,597	BeginningYearBalanceAmt
Contributions	$2,200	ContributionsAmt
Investment Earnings Or Losses	$189,304	InvestmentEarningsOrLossesAmt
Other Expenditures	$3,640	OtherExpendituresAmt
End Year Balance	$1,437,461	EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$1,313,867	BeginningYearBalanceAmt
Contributions	$2,800	ContributionsAmt
Investment Earnings Or Losses	-$60,679	InvestmentEarningsOrLossesAmt
Other Expenditures	$6,391	OtherExpendituresAmt
End Year Balance	$1,249,597	EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$1,120,291	BeginningYearBalanceAmt
Contributions	$2,400	ContributionsAmt
Investment Earnings Or Losses	$197,143	InvestmentEarningsOrLossesAmt
Other Expenditures	$5,967	OtherExpendituresAmt
End Year Balance	$1,313,867	EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$1,001,792	BeginningYearBalanceAmt
Contributions	$600	ContributionsAmt
Investment Earnings Or Losses	$121,838	InvestmentEarningsOrLossesAmt
Other Expenditures	$3,939	OtherExpendituresAmt
End Year Balance	$1,120,291	EndYearBalanceAmt

Field	Value	IRS element (for citing)
Prmnnt Endowment Balance EOY	0.53400	PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY	0.46600	TermEndowmentBalanceEOYPct
Endowments Held Unrelated Org	0	EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org	0	EndowmentsHeldRelatedOrgInd

Land LandGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$111,163	OtherCostOrOtherBasisAmt
Book Value	$111,163	BookValueAmt

Equipment EquipmentGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$38,125	OtherCostOrOtherBasisAmt
Depreciation	$27,814	DepreciationAmt
Book Value	$10,311	BookValueAmt

Field	Value	IRS element (for citing)
Total Book Value Land Buildings	$121,474	TotalBookValueLandBuildingsAmt

Other Assets Org OtherAssetsOrgGrp (6 entries)

DescDesc	Book ValueBookValueAmt
ACCRUED INTEREST RECEIVABLE	$16,137
LONG-TERM RECEIVABLE - A. WEST TRUST	$1,050,952
LONG-TERM RECEIVABLE - GLASSCOCK TRUST	$641,444
LONG-TERM RECEIVABLE - J CARSON TRUST	$215,188
ARTWORK	$5,000
LONG-TERM RECEIVABLE - HODSON	$977,436

Field	Value	IRS element (for citing)
Total Book Value Other Assets	$2,906,157	TotalBookValueOtherAssetsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp

Field	Value	IRS element (for citing)
Desc	DUE TO SHODAIR-REIMBURSEMENT	Desc
Amt	$245,326	Amt

Field	Value	IRS element (for citing)
Total Liability	$245,326	TotalLiabilityAmt
Total Rev Etc Audited Fincl Stmt	$3,378,627	TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst	$768,896	NetUnrealizedGainsInvstAmt
Revenue Not Reported	$768,896	RevenueNotReportedAmt
Revenue Subtotal	$2,609,731	RevenueSubtotalAmt
Other Revenues Not Included	-$15,679	OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt	-$15,679	RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990	$2,594,052	TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt	$1,712,248	TotExpnsEtcAuditedFinclStmtAmt
Other Expenses Included	$15,679	OtherExpensesIncludedAmt
Expenses Not Reported	$15,679	ExpensesNotReportedAmt
Expenses Subtotal	$1,696,569	ExpensesSubtotalAmt
Expenses Not Rpt Fincl Stmt	$0	ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990	$1,696,569	TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
PART V, LINE 4:	THE FOUNDATION'S ENDOWMENT CONSISTS OF NUMEROUS INDIVIDUAL FUNDS ESTABLISHED FOR A VARIETY OF PURPOSES. AS REQUIRED BY GENERALLY ACCEPTED ACCOUNTING PRINCIPLES, NET ASSETS ASSOCIATED WITH ENDOWMENT FUNDS, INCLUDING FUNDS DESIGNATED BY THE BOARD TO FUNCTION AS ENDOWMENTS ARE CLASSIFIED AND REPORTED BASED ON THE EXISTENCE OR ABSENCE OF DONOR-IMPOSED RESTRICTIONS. THE FOUNDATION HAS INTERPRETED THE MONTANA UNIFORM PRUDENT MANAGEMENT OF INSTITUTIONAL FUNDS ACT (MUPMIFA) AS REQUIRING THE PRESERVATION OF THE FAIR VALUE OF THE ORIGINAL GIFT AS OF THE GIFT DATE OF THE DONOR-RESTRICTED ENDOWMENT FUNDS ABSENT EXPLICIT DONOR STIPULATIONS TO THE CONTRARY. AS A RESULT OF THIS INTERPRETATION, THE FOUNDATION CLASSIFIES AS PERMANENTLY RESTRICTED NET ASSETS (A) THE ORIGINAL VALUE OF GIFTS DONATED TO THE PERMANENT ENDOWMENT, (B) THE ORIGINAL VALUE OF SUBSEQUENT GIFTS TO THE PERMANENT ENDOWMENT, AND (C) ANY ACCUMULATIONS TO THE PERMANENT ENDOWMENT MADE IN ACCORDANCE WITH THE DIRECTION OF THE APPLICABLE DONOR GIFT INSTRUMENT AT THE TIME THE ACCUMULATION IS ADDED TO THE FUND. THE REMAINING PORTION OF THE DONOR-RESTRICTED ENDOWMENT FUND THAT IS NOT CLASSIFIED IN PERMANENTLY RESTRICTED NET ASSETS IS CLASSIFIED AS TEMPORARILY RESTRICTED NET ASSETS AND IS APPROPRIATED FOR EXPENDITURE BY THE FOUNDATION IN A MANNER CONSISTENT WITH THE STANDARD OF PRUDENCE PRESCRIBED BY MUPMIFA. IN ACCORDANCE WITH MUPMIFA, THE FOUNDATION CONSIDERS THE FOLLOWING FACTORS IN MAKING A DETERMINATION TO APPROPRIATE OR ACCUMULATE DONOR-RESTRICTED ENDOWMENT FUNDS: 1. THE DURATION AND PRESERVATION OF THE FUND, 2. THE PURPOSE OF THE FOUNDATION AND THE DONOR-RESTRICTED ENDOWMENT FUND, 3. GENERAL ECONOMIC CONDITIONS 4. THE POSSIBLE EFFECT OF INFLATION AND DEFLATION, 5. THE EXPECTED TOTAL RETURN FROM INCOME AND THE APPRECIATION OF INVESTMENTS, 6. OTHER RESOURCES OF THE FOUNDATION, AND 7. THE INVESTMENT POLICIES OF THE FOUNDATION FROM TIME TO TIME, THE FAIR VALUE OF ASSETS ASSOCIATED WITH INDIVIDUAL DONOR-RESTRICTED ENDOWMENT FUNDS MAY FALL BELOW THE LEVEL THAT THE DONOR OR MUPMIFA REQUIRES THE FOUNDATION TO RETAIN AS A FUND OF PERPETUAL DURATION. THE FOUNDATION HAS ADOPTED INVESTMENT AND SPENDING POLICIES FOR ENDOWMENT ASSETS THAT ATTEMPT TO PROVIDE A PREDICTABLE STREAM OF FUNDING TO PROGRAMS SUPPORTED BY ITS ENDOWMENT WHILE SEEKING TO MAINTAIN THE PURCHASING POWER OF THE ENDOWMENT ASSETS. ENDOWMENT ASSETS INCLUDE THOSE ASSETS OF DONOR-RESTRICTED FUNDS THAT THE FOUNDATION MUST HOLD IN PERPETUITY. UNDER THIS POLICY, AS APPROVED BY THE BOARD OF DIRECTORS, THE ENDOWMENT ASSETS ARE INVESTED IN A MANNER THAT IS INTENDED TO PRESERVE ENDOWMENT CAPITAL, AND TO PROVIDE A MINIMUM ANNUAL TARGET RATE OF RETURN OF AT LEAST INFLATION, PLUS THE FOUNDATION'S SPENDING POLICY, PLUS A REAL RATE OF RETURN NET OF FEES. THE FOUNDATION EXPECTS ITS ENDOWMENT FUNDS, OVER TIME, TO PROVIDE A REASONABLE CURRENT RATE OF RETURN. TO SATISFY ITS LONG-TERM RATE-OF-RETURN OBJECTIVES, THE FOUNDATION RELIES ON A TOTAL RETURN STRATEGY IN WHICH INVESTMENT RETURNS ARE ACHIEVED THROUGH BOTH CAPITAL APPRECIATION (REALIZED AND UNREALIZED GAINS) AND CURRENT YIELD (INTEREST AND DIVIDENDS). THE FOUNDATION TARGETS A DIVERSIFIED ASSET ALLOCATION INCLUDING CASH EQUIVALENTS, FIXED INCOME, AND EQUITY SECURITIES TO ACHIEVE ITS LONG-TERM RETURN OBJECTIVES WITHIN PRUDENT RISK CONSTRAINTS.
PART XI, LINE 4B - OTHER ADJUSTMENTS:	DIRECT SOCCER EVENT EXPENSES -15,679.
PART XII, LINE 2D - OTHER ADJUSTMENTS:	DIRECT SOCCER EVENT EXPENSES 15,679.

Schedule I IRS990ScheduleI

Field	Value	IRS element (for citing)
Grant Records Maintained	Yes (1)	GrantRecordsMaintainedInd

Recipient Table RecipientTable

Recipient Business Name RecipientBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	MONTANA CHILDREN'S HOME & HOSPITAL	BusinessNameLine1

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	PO BOX 5539	AddressLine1
City	HELENA	City
State	MT	State
ZIP Code	59604	ZIPCode

Field	Value	IRS element (for citing)
Recipient EIN	810231789	RecipientEIN
Cash Grant	$1,304,465	CashGrantAmt
Purpose Of Grant	GRANT FOR OPERATIONS AND CAPITAL	PurposeOfGrantTxt

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	PART I, LINE 2:	FormAndLineReferenceDesc
Explanation	MONTANA CHILDREN'S FOUNDATION (MCF) MAKES GRANTS TO MONTANA CHILDREN'S HOME AND HOSPITAL (MCHH)BASED ON REQUESTS FROM MCHH. MCF APPROVES AND CONFIRMS THAT FUNDS ARE USED FOR THE REQUESTED PURPOSE.	ExplanationTxt

Schedule J IRS990ScheduleJ

Field	Value	IRS element (for citing)
Severance Payment	0	SeverancePaymentInd
Supplemental Nonqual Rtr Plan	0	SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm	0	EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org	0	CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs	0	CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org	0	CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs	0	CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments	0	AnyNonFixedPaymentsInd
Initial Contract Exception	0	InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp

Field	Value	IRS element (for citing)
Person	JOHN P JACK CASEY	PersonNm
Title	ADMINISTRATOR	TitleTxt
Base Compensation Filing Org	$0	BaseCompensationFilingOrgAmt
Compensation Based On Rltd Orgs	$291,439	CompensationBasedOnRltdOrgsAmt
Bonus Filing Organization	$0	BonusFilingOrganizationAmount
Bonus Related Organizations	$0	BonusRelatedOrganizationsAmt
Other Compensation Filing Org	$0	OtherCompensationFilingOrgAmt
Other Compensation Rltd Orgs	$0	OtherCompensationRltdOrgsAmt
Deferred Compensation Flng Org	$0	DeferredCompensationFlngOrgAmt
Deferred Comp Rltd Orgs	$25,740	DeferredCompRltdOrgsAmt
Nontaxable Benefits Filing Org	$0	NontaxableBenefitsFilingOrgAmt
Nontaxable Benefits Rltd Orgs	$28,535	NontaxableBenefitsRltdOrgsAmt
Total Compensation Filing Org	$0	TotalCompensationFilingOrgAmt
Total Compensation Rltd Orgs	$345,714	TotalCompensationRltdOrgsAmt
Comp Report Prior990 Filing Org	$0	CompReportPrior990FilingOrgAmt
Comp Report Prior990 Rltd Orgs	$0	CompReportPrior990RltdOrgsAmt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (6 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
FORM 990, PART VI, SECTION A, LINE 2	BOB LEMM IS THE FATHER OF DAVID LEMM, BOTH ARE BOARD MEMBERS.
FORM 990, PART VI, SECTION B, LINE 11	A DRAFT OF THE FORM 990 IS PROVIDED TO THE BOARD OF TRUSTEES AND APPROVED BEFORE THE FORM 990 IS FILED.
FORM 990, PART VI, SECTION B, LINE 12C	BOARD MEMBERS SIGN A CONFLICT OF INTEREST POLICY ANNUALLY. THE HOSPITAL ATTORNEY ATTENDS EACH BOARD MEETING AND MONITORS ADHERENCE TO THE POLICY.
FORM 990, PART VI, SECTION B, LINE 15	NOT APPLICABLE, ORGANIZATION DOES NOT PAY COMPENSATION.
FORM 990, PART VI, SECTION C, LINE 19	GOVERNING DOCUMENTS ARE ON FILE WITH THE STATE OF MONTANA AND AVAILABLE TO THE PUBLIC IF REQUESTED FROM THE STATE. CONFLICT OF INTEREST AND FINANCIAL STATEMENTS ARE NOT MADE READILY AVAILABLE TO THE GENERAL PUBLIC BUT ARE DISTRIBUTED TO THE BOARD OF TRUSTEES WHO ARE A REPRESENTATION OF THE PUBLIC.
FORM 990, PART XII, LINE 2C:	THE PROCESS OF THE SELECTION OF AN INDEPENDENT ACCOUNTANT AND THE OVERSIGHT OF THE AUDIT HAS NOT CHANGED SINCE THE PRIOR YEAR.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp

Disregarded Entity Name DisregardedEntityName

Field	Value	IRS element (for citing)
Business Name Line1	MONTANA CHILDREN'S HOME AND HOSPITAL	BusinessNameLine1

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	PO BOX 5539	AddressLine1
City	HELENA	City
State	MT	State
ZIP Code	59604	ZIPCode

Field	Value	IRS element (for citing)
EIN	810231789	EIN
Primary Activities	PROVIDE INPATIENT AND RESIDENTIAL PSYCHIATRIC TREATMENT FOR CHILDREN	PrimaryActivitiesTxt
Legal Domicile State	MT	LegalDomicileStateCd
Exempt Code Section	501(C)(3)	ExemptCodeSectionTxt
Public Charity Status	170(B)(1)(A)(III)	PublicCharityStatusTxt
Controlled Organization	0	ControlledOrganizationInd

Field	Value	IRS element (for citing)
Receipt Of Int Annts Rnts Rylts	0	ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth Org	Yes (1)	GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth Org	0	GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org	0	LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org	0	LoansOrGuaranteesFromOthOrgInd
Div Related Organization	0	DivRelatedOrganizationInd
Asset Sale To Other Org	0	AssetSaleToOtherOrgInd
Asset Purchase From Other Org	0	AssetPurchaseFromOtherOrgInd
Asset Exchange	0	AssetExchangeInd
Rental Of Facilities To Oth Org	0	RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org	0	RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org	0	PerformOfServicesForOthOrgInd
Perform Of Services By Other Org	0	PerformOfServicesByOtherOrgInd
Sharing Of Facilities	0	SharingOfFacilitiesInd
Paid Employees Sharing	0	PaidEmployeesSharingInd
Reimbursement Paid To Other Org	0	ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org	0	ReimbursementPaidByOtherOrgInd
Transfer To Other Org	0	TransferToOtherOrgInd
Transfer From Other Org	0	TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp

Other Organization Name OtherOrganizationName

Field	Value	IRS element (for citing)
Business Name Line1	MONTANA CHILDREN'S HOME AND HOSPITAL	BusinessNameLine1

Field	Value	IRS element (for citing)
Transaction Type	B	TransactionTypeTxt
Involved	$1,304,465	InvolvedAmt
Method Of Amount Determination	CASH CONTRIBUTION	MethodOfAmountDeterminationTxt