2015-11-06T09:42:30-06:00 2014-12-31 346565596 Ernst & Young US LLP 178 S Rio Grande St STE 400 Salt Lake City UT 84101 990 2014-01-01 800225150 Intermountain Healthcare Foundation Inc INTE 8014422000 36 South State Street No 2200 Salt Lake City UT 84111 President President 8014422000 2015-11-06 0 Shannon DeForest P00712229 8013503300 2014 2016-04-25 22:37:26Z Albert R Zimmerli 36 South State Street No 2200 Salt Lake City UT 84111 88507550 0 X N/A X 2009 UT Provide strategic and fiduciary leadership for philanthropic endeavors of IHC Health Services, Inc. 13 10 0 13 -43839 -43839 26629839 26221725 0 0 4218390 5764428 61001 140300 30909230 32126453 15273009 34894913 0 0 0 0 0 0 666131 1801037 2099544 17074046 36994457 13835184 -4868004 265532742 286574244 91507325 115308689 174025417 171265555 Provide strategic and fiduciary leadership for the philanthropic endeavors of IHC Health Services, Inc. 0 0 34894913 34894913 0 Intermountain Healthcare Foundation, Inc. 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. 34894913 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 0 0 1 0 0 0 1 0 0 1 0 0 1 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 1 0 0 0 0 0 0 0 0 1 1 0 0 0 0 X 13 10 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 2300 Salt Lake City UT 84111 A Scott Anderson Trustee / Vice Chair 3.00 6.00 X X 0 883 0 Edward B Clark MD Trustee 1.00 18.00 X 0 371 0 Thomas D Dee III Trustee 1.00 0.00 X 0 420 0 Spencer F Eccles Trustee 1.00 2.00 X 0 420 0 Kem C Gardner Trustee / Chair 3.00 0.00 X X 0 233 0 M Elizabeth Hammond MD Trustee 1.00 0.00 X 0 233 0 Christena Huntsman Durham Trustee 1.00 0.00 X 0 233 0 Jim Laub Trustee 1.00 0.00 X 0 438 0 Todd Pedersen Trustee 1.00 0.00 X 0 233 0 Charles W Sorenson Jr MD Trustee / Secretary 3.00 58.00 X X 0 1897042 804081 Diane Stewart Trustee 1.00 0.00 X 0 233 0 Cyndi Woodbury Gilbert Trustee 1.00 0.00 X 0 455 0 Albert R Zimmerli Trustee / President 3.00 61.00 X X 0 4435146 678962 David Flood Vice President / CDO 47.00 3.00 X 0 537680 232996 0 6874020 1716039 0 0 1 0 0 3959810 4338770 17923145 1945950 26221725 3196120 -43839 3239959 55936320 53362562 5450 2573758 -5450 2568308 2568308 2726749 3959810 2662225 64524 64524 426636 350860 75776 75776 32126453 0 -43839 5948567 34877413 34877413 17500 17500 359507 244152 115355 2830 2830 40285 40285 545881 545881 88232 35179 53053 215505 68641 146864 53350 53350 47112 46067 1045 16387 11906 4481 74915 52224 22691 3260 3260 1884 1662 222 Supplies 269273 98762 170511 Memberships Licenses 212744 65408 147336 Taxes Licenses Research 168379 163806 4573 36994457 34894913 1433413 666131 480 580 22468619 16030658 6355842 4667372 54153 58546 4976 4897 670868 51623 520392 619245 228467728 258448952 1109302 1156203 6551250 5587791 265532742 286574244 2946346 2425988 1591862 400000 86969117 112482701 91507325 115308689 X 17076844 21652258 130007643 122585397 26940930 27027900 174025417 171265555 265532742 286574244 X -4868004 1255069 163158 689915 X 0 1 X 0 0 X 386982 193079 144787789 26629839 26221725 198219414 386982 193079 144787789 26629839 26221725 198219414 7731485 190487929 855895 2806704 3196120 6858719 205078133 7692527 0.92890 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 157608038 25219937 1340026 33895239 150272762 146752323 32701504 3107693 24953482 157608038 329665 147184586 2206943 2968871 146752323 304306 273174 247815 329665 471256 166950 304306 0.00000 0.18050 0.81950 0 0 170000 213440 383440 126778 29581 97197 104824 10976 93848 55826 11066 44760 619245 Securities held for affiliates 110252691 Investment purchases payable 2201864 Other liabilities 28146 112482701 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. 0 0 0 0 0 0 0 0 0 North America HCRN ClinSite research 17500 Check 1 0 0 0 0 0 0 Schedule F Part II Line 1a 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. Festival of Trees 3547250 1826570 1720680 116428 6485 18050 1324865 Jubilee of Trees 1182374 916893 265481 12804 54013 37953 296987 14 1956935 1216347 740588 900 17524 108611 94518 27216 545871 6686559 3959810 2726749 900 17524 237843 155016 83219 2167723 2662225 64524 1 IHC Health Services Inc 36 S State Street Suite 2200 Salt Lake City UT 84111 942854057 501(c)(3) 31400398 Hospital Support Alabama Children's Hospital 1600 7th Ave So Birmingham AL 35233 630879471 501(c)(3) 39500 HCRN ClinSite research Texas Children's Hospital 1919 S Braeswood Ste 5214 Houston TX 77030 741100555 501(c)(3) 25000 HCRN ClinSite research University of Utah Dept of Pediatrics PO Box 581374 Salt Lake City UT 84158 876000525 Gov 3411230 Research 4 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 Charles W Sorenson Jr MD Trustee / Secretary 0 972622 0 591342 0 333078 0 764127 0 39954 0 2701123 0 644137 Albert R Zimmerli Trustee / President 0 829136 0 482178 0 3123832 0 647103 0 31859 0 5114108 0 3544742 David Flood Vice President / CDO 0 343080 0 128860 0 65740 0 225813 0 7183 0 770676 0 46875 Part I, Line 4b IHC Health Services, Inc., a related tax-exempt organization, offers a nonqualifed supplemental employer retirement plan to select members of its Advisory Council. 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 2014 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 2014: - Charles W Sorenson Jr MD $84,408 - Albert R Zimmerli $3,089,640 Physicians and certain management level employees whose compensation exceeds a minimum threshold may also participate in IHC Health Services, Inc.'s 457(f) Plan. The following individual received a payment from this plan in 2014: - Charles W Sorenson Jr MD $163,690 The 2014 supplemental employer retirement and 457(f) payments reported above are included in the Part II, column (B) totals. X 3 132410 FMV X Misc. Auction Items 2208 1813540 FMV 0 1 0 Part I, Column (b): The noncash contributions recorded on line 25 represent the number of individual contributors. Form 990, Part VI, Section A, line 2 Albert R Zimmerli / Charles W Sorenson Jr 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 / Thomas D Dee / David Flood - Employer/Employee Business Relationship. Form 990, Part VI, Section A, line 6 The sole member of Intermountain Healthcare Foundation, Inc. is IHC Health Services, Inc., a 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 Trustees. Form 990, Part VI, Section B, line 11 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 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 86,970. Contributions reported as changes to fund balance -1,210,595. Special event gift-in-kind expenses not recorded on book 1,813,540. Intermountain Health Care Inc 36 South State Suite 2200 Salt Lake City UT 84111 870269232 Holding Company UT 501(C)(3) Line 11b, II N/A 0 IHC Health Services Inc 36 South State Suite 2200 Salt Lake City UT 84111 942854057 Healthcare UT 501(C)(3) Line 3 Intermountain Health Care Inc 0 Intermountain Community Care Foundation Inc 36 South State Suite 2200 Salt Lake City UT 84111 942853320 Community Health UT 501(C)(3) Line 11b, II Intermountain Health Care Inc 0 Intermountain Health Care Retiree VEBA 36 South State Suite 2200 Salt Lake City UT 84111 742675605 Retirement Benefits UT 501(C)(9) Intermountain Health Care Inc 0 SelectHealth Inc 5381 Green Street Murray UT 84123 870409820 Delivery of Health Benefits UT 501(C)(4) Intermountain Health Care Inc 0 Heart & Lung Research Foundation 5121 S Cottonwood Drive Murray UT 84157 870617606 Community Health UT 501(C)(3) Line 7 Intermountain Healthcare Foundation Inc 1 McKay Dee Surgical Center LLC 4401 Harrison Blvd Ogden UT 84403 260286308 Outpatient Surgery UT N/A N/A 0 0 Healthcare Captive Insurance Company 36 South State Suite 2200 Salt Lake City UT 84111 201937561 Insurance AZ N/A C 0 SelectHealth Benefit Insurance Company Inc 5381 Green Street Murray UT 84123 870497579 Insurance UT N/A C 0 0 1 1 0 0 0 0 0 0 0 0 1 1 1 0 0 1 0 0