BEAR LAKE VALLEY HEALTH CARE FOUNDATION: Form 990, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- BEAR LAKE VALLEY HEALTH CARE FOUNDATION (EIN 82-0495884)
- Tax period
- 2024-10-01 to 2025-09-30
- Filed
- 2026-08-17
- IRS object ID
- 202642299349302179
- Schema version
- 2024v5.0
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-08-17T14:29:55-04:00 | ReturnTs |
| Tax Period End | 2025-09-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 200079326 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DZA PLLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12015 E MAIN AVE | AddressLine1Txt |
| City | SPOKANE VALLEY | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 99206 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2024-10-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 820495884 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BEAR LAKE VALLEY HEALTH CARE | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BEAR | BusinessNameControlTxt |
| Phone | 2088474450 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 164 SOUTH 5TH STREET | AddressLine1Txt |
| City | MONTPELIER | CityNm |
| State Abbreviation | ID | StateAbbreviationCd |
| ZIP | 83254 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SHANE JOHNSON | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 8066472191 | PhoneNum |
| Signature | 2026-08-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | RIKKI PATCH | PreparerPersonNm |
| PTIN | P01472231 | PTIN |
| Phone | 5092420874 | PhoneNum |
| Preparation | 2026-08-17 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | SHANE JOHNSON | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 164 SOUTH 5TH STREET | AddressLine1Txt |
| City | MONTPELIER | CityNm |
| State Abbreviation | ID | StateAbbreviationCd |
| ZIP | 83254 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $238,995 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1997 | FormationYr |
| Legal Domicile State | ID | LegalDomicileStateCd |
| Activity Or Mission | THE FOUNDATION SUPPORTS THE DELIVERY OF HEALTH CARE TO THE RESIDENTS OF BEAR LAKE VALLEY. IT ALSO SUPPORTS THE FURTHERING OF HEALTH CARE EDUCATION AND ECONOMIC DEVELOPMENT FOR THE VALLEY'S RESIDENTS BY SPONSORING HEALTH FAIRS, GRANTS TO THE HOSPITAL FOR MEDICAL EQUIPMENT, WELLNESS PROGRAMS AND ACTIVITIES, AND GRANTS TO VARIOUS ENTITIES TO HELP WITH ECONOMIC GROWTH. | ActivityOrMissionDesc |
| Voting Members Governing Body | 15 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 15 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 15 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $114,629 | PYContributionsGrantsAmt |
| CY Contributions Grants | $116,133 | CYContributionsGrantsAmt |
| CY Program Service Revenue | $53,852 | CYProgramServiceRevenueAmt |
| PY Investment Income | $11,326 | PYInvestmentIncomeAmt |
| CY Investment Income | $436 | CYInvestmentIncomeAmt |
| PY Other Revenue | $88,381 | PYOtherRevenueAmt |
| CY Other Revenue | $39,839 | CYOtherRevenueAmt |
| PY Total Revenue | $214,336 | PYTotalRevenueAmt |
| CY Total Revenue | $210,260 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $122,039 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $98,273 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| CY Salaries Comp Emp Bnft Paid | $0 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $6,955 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,666 | PYOtherExpensesAmt |
| CY Other Expenses | $35,465 | CYOtherExpensesAmt |
| PY Total Expenses | $123,705 | PYTotalExpensesAmt |
| CY Total Expenses | $133,738 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $90,631 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $76,522 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $673,942 | TotalAssetsBOYAmt |
| Total Assets EOY | $759,875 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $408 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $673,534 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $759,875 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE FOUNDATION SUPPORTS THE DELIVERY OF HEALTH CARE TO THE RESIDENTS OF BEAR LAKE VALLEY. IT ALSO SUPPORTS THE FURTHERING OF HEALTH CARE EDUCATION AND ECONOMIC DEVELOPMENT FOR THE VALLEY'S RESIDENTS BY SPONSORING HEALTH FAIRS, GRANTS TO THE HOSPITAL FOR MEDICAL EQUIPMENT, WELLNESS PROGRAMS AND ACTIVITIES, AND GRANTS TO VARIOUS ENTITIES TO HELP WITH ECONOMIC GROWTH. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $79,589 | ExpenseAmt |
| Grant | $58,403 | GrantAmt |
| Desc | BEAR LAKE VALLEY HEALTH CARE FOUNDATION CONDUCTED FUNDRAISING ACTIVITIES TO SUPPORT THE HEALTH CARE NEEDS OF THE BEAR LAKE VALLEY COMMUNITY. DURING THE YEAR, THE FOUNDATION PROVIDED APPROXIMATELY 58,000 TO BEAR LAKE MEMORIAL HOSPITAL TO ASSIST WITH THE ACQUISITION OF MEDICAL EQUIPMENT AND OTHER PROGRAM-RELATED NEEDS, HELPING TO ENHANCE THE HOSPITALS ABILITY TO PROVIDE QUALITY HEALTH CARE SERVICES TO AREA RESIDENTS. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $39,870 | ExpenseAmt |
| Grant | $39,870 | GrantAmt |
| Revenue | $53,852 | RevenueAmt |
| Desc | BEAR LAKE VALLEY HEALTH CARE FOUNDATION OPERATES A COMMUNITY THRIFT STORE THAT RAISES FUNDS TO SUPPORT THE FOUNDATIONS CHARITABLE MISSION AND HEALTH CARE INITIATIVES IN THE BEAR LAKE VALLEY COMMUNITY. THE FOUNDATION ALSO SPONSORS HEALTH FAIRS AND OTHER COMMUNITY HEALTH PROGRAMS DESIGNED TO PROMOTE HEALTH, WELLNESS, AND ACCESS TO HEALTH CARE RESOURCES FOR RESIDENTS OF THE BEAR LAKE VALLEY COMMUNITY. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $119,459 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | false | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | false | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (true) | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (true) | GrantsToIndividualsInd |
| Schedule J Required | false | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | false | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | false | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 0 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 0 | EmployeeCnt |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | false | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| 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 (true) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | false | WhistleblowerPolicyInd |
| Document Retention Policy | false | DocumentRetentionPolicyInd |
| Compensation Process CEO | false | CompensationProcessCEOInd |
| Compensation Process Other | false | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SHANE JOHNSON | PersonNm |
| Phone | 2088474450 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 164 SOUTH 5TH STREET | AddressLine1Txt |
| City | MONTPELIER | CityNm |
| State Abbreviation | ID | StateAbbreviationCd |
| ZIP | 83254 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| No Listed Persons Compensated | Yes (X) | NoListedPersonsCompensatedInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (16 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd |
|---|---|---|---|---|---|---|
| SHANE JOHNSON | ||||||
| EXECUTIVE DI | 16.00 | Yes (X) | $0 | $0 | $0 | |
| KRISTIE DECLARK | ||||||
| PRESIDENT | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| KATHY KIES | ||||||
| SECRETARY/TR | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| CASEY HUMPHERYS | ||||||
| MEMBER | 1.00 | $0 | $0 | $0 | Yes (X) | |
| JESSICA WHITAKER | ||||||
| MEMBER | 1.00 | $0 | $0 | $0 | Yes (X) | |
| ANDREA WOOLSTENHULME | ||||||
| MEMBER | 1.00 | $0 | $0 | $0 | Yes (X) | |
| CORIN EBORN | ||||||
| MEMBER | 1.00 | $0 | $0 | $0 | Yes (X) | |
| LOTT CROCKETT | ||||||
| MEMBER | 1.00 | $0 | $0 | $0 | Yes (X) | |
| TAMI LEONHARDT | ||||||
| MEMBER | 1.00 | $0 | $0 | $0 | Yes (X) | |
| SCOTT COOK | ||||||
| MEMBER | 1.00 | $0 | $0 | $0 | Yes (X) | |
| LISA HILLIER | ||||||
| MEMBER | 1.00 | $0 | $0 | $0 | Yes (X) | |
| TRECIA CRANE | ||||||
| MEMBER | 1.00 | $0 | $0 | $0 | Yes (X) | |
| WHITNEY BYTHEWAY | ||||||
| MEMBER | 1.00 | $0 | $0 | $0 | Yes (X) | |
| CLAUDIA JOHNSON | ||||||
| MEMBER | 1.00 | $0 | $0 | $0 | Yes (X) | |
| RAKAE RIGBY | ||||||
| MEMBER | 1.00 | $0 | $0 | $0 | Yes (X) | |
| BROOKLYN CROCKETT | ||||||
| MEMBER | 1.00 | $0 | $0 | $0 | Yes (X) | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | false | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
| Government Grants | $11,785 | GovernmentGrantsAmt |
| All Other Contributions | $104,348 | AllOtherContributionsAmt |
| Total Contributions | $116,133 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | THRIFT STORE | Desc |
| Business | 453000 | BusinessCd |
| Total Revenue Column | $53,852 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $53,852 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $53,852 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $436 | TotalRevenueColumnAmt |
| Exclusion | $436 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $40,813 | FundraisingGrossIncomeAmt |
| Fundraising Direct Expenses | $28,735 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $12,078 | TotalRevenueColumnAmt |
| Exclusion | $12,078 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $27,761 | TotalRevenueColumnAmt |
| Exclusion | $27,761 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $27,761 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $210,260 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $53,852 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $40,275 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $79,273 | TotalAmt |
| Program Services | $79,273 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,000 | TotalAmt |
| Program Services | $19,000 | ProgramServicesAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,774 | TotalAmt |
| Program Services | $2,774 | ProgramServicesAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,721 | TotalAmt |
| Program Services | $4,313 | ProgramServicesAmt |
| Management And General | $2,408 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $524 | TotalAmt |
| Management And General | $524 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,666 | TotalAmt |
| Program Services | $1,666 | ProgramServicesAmt |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $23,780 | TotalAmt |
| Program Services | $12,433 | ProgramServicesAmt |
| Management And General | $4,392 | ManagementAndGeneralAmt |
| Fundraising | $6,955 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $133,738 | TotalAmt |
| Program Services | $119,459 | ProgramServicesAmt |
| Management And General | $7,324 | ManagementAndGeneralAmt |
| Fundraising | $6,955 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $424,309 | BOYAmt |
| EOY | $72,960 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $434,616 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,933 | BOYAmt |
| EOY | $25,500 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,355 | BOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $69,000 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $36,125 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $34,540 | BOYAmt |
| EOY | $32,875 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $196,805 | BOYAmt |
| EOY | $193,924 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $673,942 | BOYAmt |
| EOY | $759,875 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $408 | BOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $408 | BOYAmt |
| EOY | $0 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $673,534 | BOYAmt |
| EOY | $604,011 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $155,864 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $673,534 | BOYAmt |
| EOY | $759,875 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $673,942 | BOYAmt |
| EOY | $759,875 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $76,522 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $19,743 | NetUnrlzdGainsLossesInvstAmt |
| Prior Period Adjustments | -$9,924 | PriorPeriodAdjustmentsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $50,591 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $380,001 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $59,731 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $114,629 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $116,133 | CurrentTaxYearAmt |
| Total | $721,085 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $92,588 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $379,188 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $70,293 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $66,415 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $53,852 | CurrentTaxYearAmt |
| Total | $662,336 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $143,179 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $759,189 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $130,024 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $181,044 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $169,985 | CurrentTaxYearAmt |
| Total | $1,383,421 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $1,383,421 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $38,967 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $12,966 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,411 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $11,326 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $436 | CurrentTaxYearAmt |
| Total | $68,106 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $38,967 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $12,966 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,411 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $11,326 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $436 | CurrentTaxYearAmt |
| Total | $68,106 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year | $68,574 | CurrentTaxYearAmt |
| Total | $68,574 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $182,146 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $772,155 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $134,435 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $192,370 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $238,995 | CurrentTaxYearAmt |
| Total | $1,520,101 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.91010 | PublicSupportCY509Pct |
| Public Support PY509 | 0.95930 | PublicSupportPY509Pct |
| Investment Income CY | 0.04000 | InvestmentIncomeCYPct |
| Investment Income PY | 0.04000 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART III, LINE 12 | FormAndLineReferenceDesc |
| Explanation | OTHER INCOME 27,761 FUNDRAISING INCOME 40,813 | ExplanationTxt |
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
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $65,000 | OtherCostOrOtherBasisAmt |
| Depreciation | $32,125 | DepreciationAmt |
| Book Value | $32,875 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $4,000 | OtherCostOrOtherBasisAmt |
| Depreciation | $4,000 | DepreciationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $32,875 | TotalBookValueLandBuildingsAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $418,425 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $19,743 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $188,422 | DonatedServicesAndUseFcltsAmt |
| Revenue Not Reported | $208,165 | RevenueNotReportedAmt |
| Revenue Subtotal | $210,260 | RevenueSubtotalAmt |
| Total Revenue Per Form990 | $210,260 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $322,160 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $188,422 | DonatedServicesUseFcltsAmt |
| Expenses Not Reported | $188,422 | ExpensesNotReportedAmt |
| Expenses Subtotal | $133,738 | ExpensesSubtotalAmt |
| Total Expenses Per Form990 | $133,738 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE D, PAGE 3, PART X | FormAndLineReferenceDesc |
| Explanation | THE ORGANIZATION IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C) (3) OF THE INTERNAL REVENUE CODE, EXCEPT FOR INCOME, IF ANY, FROM ACTIVITIES UNRELATED TO THE ORGANIZATIONS EXEMPT PURPOSE. THE ORGANIZATION EVALUATES UNCERTAIN TAX POSITIONS WHEREBY THE EFFECT OF THE UNCERTAINTY WOULD BE RECORDED IF THE OUTCOME WAS CONSIDERED PROBABLE AND REASONABLY ESTIMABLE. AS OF SEPTEMBER 30, 2025 AND 2024, THE ORGANIZATION HAD NO UNCERTAIN TAX POSITIONS REQUIRING ACCRUAL. | ExplanationTxt |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | GOLF | Event1Nm |
| Gross Receipts Event1 | $14,022 | GrossReceiptsEvent1Amt |
| Gross Revenue Event1 | $14,022 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $1,404 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $1,000 | FoodAndBeverageEvent1Amt |
| Event2 | SNOWBALL | Event2Nm |
| Gross Receipts Event2 | $13,604 | GrossReceiptsEvent2Amt |
| Gross Revenue Event2 | $13,604 | GrossRevenueEvent2Amt |
| Cash Prizes Event2 | $1,300 | CashPrizesEvent2Amt |
| Non Cash Prizes Event2 | $400 | NonCashPrizesEvent2Amt |
| Rent Facility Costs Event2 | $500 | RentFacilityCostsEvent2Amt |
| Food And Beverage Event2 | $600 | FoodAndBeverageEvent2Amt |
| Other Direct Expenses Event2 | $1,656 | OtherDirectExpensesEvent2Amt |
| Gross Receipts Total | $27,626 | GrossReceiptsTotalAmt |
| Gross Revenue Total Events | $27,626 | GrossRevenueTotalEventsAmt |
| Cash Prizes Total Events | $1,300 | CashPrizesTotalEventsAmt |
| Non Cash Prizes Total Events | $400 | NonCashPrizesTotalEventsAmt |
| Rent Fclty Costs Total Events | $1,904 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $1,600 | FoodAndBeverageTotalEventsAmt |
| Oth Direct Expnss Total Events | $1,656 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $6,860 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $20,766 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt | Business Name Line2RecipientBusinessName/BusinessNameLine2Txt |
|---|---|---|---|---|---|---|---|---|
| BEAR LAKE MEMORIAL HOSPITAL | ||||||||
| 164 SOUTH 5TH STREET | MONTPELIER | ID | 83254 | 826001195 | 501C3 | $58,403 | PROGRAM SUPPORT | |
| BEAR LAKE SCHOOL DISTRICT NO 33 | ||||||||
| 110 N 8TH STREET | MONTPELIER | ID | 83254 | 464802621 | 501C3 | $13,618 | BASEBALL PROGRAM | EDUCATION FOUNDATION |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 2 | Total501c3OrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | SCHOLARSHIPS | GrantTypeTxt |
| Recipient | 10 | RecipientCnt |
| Cash Grant | $19,000 | CashGrantAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE I, PAGE 1, PART I, LINE 2 | FormAndLineReferenceDesc |
| Explanation | THE FOUNDATION MONITORS THE USE OF GRANT FUNDS BY MAINTAINING CLOSE CONTACT BETWEEN HOSPITAL MANAGEMENT AND THE FOUNDATION GOVERNING BODY. THE FOUNDATION OBTAINS AND REVIEWS COPIES OF DOCUMENTS FROM THE GRANTEE AND USES THAT INFORMATION TO DETERMINE THAT THE DONATED FUNDS ARE USED FOR THE APPROPRIATE PURPOSE. REQUESTS FOR FINANCIAL ASSISTANCE ARE APPROVED BY THE FOUNDATION BOARD PRIOR TO DISBURSEMENT. THE FOUNDATION ALSO MONITORS GRANTS MADE TO INDIVIDUALS AND ORGANIZATIONS OTHER THAN THE HOSPITAL. THE FOUNDATION OBTAINS AND REVIEWS COPIES OF DOCUMENTS FROM THE GRANTEE AND USES THAT INFORMATION TO DETERMINE THAT THE DONATED FUNDS ARE USED FOR THE APPROPRIATE PURPOSE. REQUESTS FOR FINANCIAL ASSISTANCE ARE APPROVED BY THE FOUNDATION BOARD PRIOR TO DISBURSEMENT. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990 - ORGANIZATION'S MISSION | THE FOUNDATION SUPPORTS THE DELIVERY OF HEALTH CARE TO THE RESIDENTS OF BEAR LAKE VALLEY. IT ALSO SUPPORTS THE FURTHERING OF HEALTH CARE EDUCATION AND ECONOMIC DEVELOPMENT FOR THE VALLEY'S RESIDENTS BY SPONSORING HEALTH FAIRS, GRANTS TO THE HOSPITAL FOR MEDICAL EQUIPMENT, WELLNESS PROGRAMS AND ACTIVITIES, AND GRANTS TO VARIOUS ENTITIES TO HELP WITH ECONOMIC GROWTH. |
| FORM 990, PAGE 6, PART VI, LINE 2 | SHANE JOHNSON CLAUDIA JOHNSON EXEC. DIR. MEMBER FAMILY RELATIONSHIP |
| FORM 990, PAGE 6, PART VI, LINE 11B | A COPY OF THE FORM 990 IS PROVIDED TO THE EXECUTIVE DIRECTOR WHO REVIEWS THE FORM, SCHEDULES AND RELATED ATTACHMENTS. ANY COMMENTS OR QUESTIONS ARE ADDRESSED WITH THE PREPARER AND A FINAL DRAFT IS REVIEWED BY THE BOARD OF DIRECTORS WHO THEN APPROVE THE FORM 990. ONCE MANAGEMENT IS SATISFIED WITH THE FORM 990, THE EXECUTIVE DIRECTOR SIGNS THE FORM 8879-TE AUTHORIZING THE PREPARER TO E-FILE THE RETURN. |
| FORM 990, PAGE 6, PART VI, LINE 12C | BOARD MEMBERS RECEIVE, REVIEW, AND SIGN THE CONFLICT OF INTEREST POLICY WHEN THEY BECOME A MEMBER. ONGOING ENFORCEMENT OCCURS THROUGH SELF DISCLOSURE AS POTENTIAL ISSUES MAY ARISE DURING THE MEMBER'S TERM. IF AN ISSUE ARISES, THE INTERESTED PERSON IS EXCUSED FROM THE MEETING AND THE ISSUE IS VOTED ON. THE EXECUTIVE DIRECTOR MONITORS AND ENFORCES THE POLICY. |
| FORM 990, PAGE 6, PART VI, LINE 19 | THE FOUNDATION MAKES ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE UPON REQUEST. |
| FORM 990, PART IX, LINE 24E | OTHER EXPENSES 12,433 4,392 6,955 |
| FORM 990, PART XII | THE AUDIT FOR THE FISCAL YEAR ENDED SEPTEMBER 30, 2025 IS CURRENTLY IN PROCESS. |
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