ST PETERS HEALTH: Form 990, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- ST PETERS HEALTH (EIN 81-0233121)
- Tax period
- 2024-06-01 to 2025-05-31
- Filed
- 2026-04-15
- IRS object ID
- 202611059349300326
- Schema version
- 2024v5.5
- 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 C
- Schedule D
- Schedule H
- Schedule I
- Schedule J
- Schedule K
- Schedule L
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-04-15T10:41:44-05:00 | ReturnTs |
| Tax Period End | 2025-05-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 390859910 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BAKER TILLY ADVISORY GROUP LP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 66 HUDSON BLVD E SUITE 2200 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10001 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2024-06-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 810233121 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ST PETER'S HEALTH | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | STPE | BusinessNameControlTxt |
| Phone | 4064422480 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2475 BROADWAY | AddressLine1Txt |
| City | HELENA | CityNm |
| State Abbreviation | MT | StateAbbreviationCd |
| ZIP | 59601 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | NATHAN COBURN | PersonNm |
| Person Title | CHIEF FINANCIAL OFFICER | PersonTitleTxt |
| Phone | 4064422480 | PhoneNum |
| Signature | 2026-04-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MARY-EVELYN ANTONETTI | PreparerPersonNm |
| PTIN | P00431862 | PTIN |
| Phone | 2126976900 | PhoneNum |
| Preparation | 2026-04-14 | 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 | NATHAN COBURN | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2475 BROADWAY | AddressLine1Txt |
| City | HELENA | CityNm |
| State Abbreviation | MT | StateAbbreviationCd |
| ZIP | 59601 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $413,395,108 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | SPHEALTH.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1986 | FormationYr |
| Legal Domicile State | MT | LegalDomicileStateCd |
| Activity Or Mission | TO IMPROVE THE HEALTH, WELLNESS AND QUALITY OF LIFE OF THE PEOPLE AND COMMUNITIES WE SERVE. | ActivityOrMissionDesc |
| Voting Members Governing Body | 13 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 12 | VotingMembersIndependentCnt |
| Total Employee | 2268 | TotalEmployeeCnt |
| Total Volunteers | 211 | TotalVolunteersCnt |
| Total Gross UBI | $950,362 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $605,814 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $5,552,047 | PYContributionsGrantsAmt |
| CY Contributions Grants | $6,494,195 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $332,030,362 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $364,921,232 | CYProgramServiceRevenueAmt |
| PY Investment Income | $28,186,247 | PYInvestmentIncomeAmt |
| CY Investment Income | $9,635,616 | CYInvestmentIncomeAmt |
| PY Other Revenue | $4,343,212 | PYOtherRevenueAmt |
| CY Other Revenue | $2,711,845 | CYOtherRevenueAmt |
| PY Total Revenue | $370,111,868 | PYTotalRevenueAmt |
| CY Total Revenue | $383,762,888 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $135,635 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $134,989 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $178,409,639 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $197,692,187 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $2,333,159 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $159,097,325 | PYOtherExpensesAmt |
| CY Other Expenses | $186,907,485 | CYOtherExpensesAmt |
| PY Total Expenses | $337,642,599 | PYTotalExpensesAmt |
| CY Total Expenses | $384,734,661 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $32,469,269 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$971,773 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $465,064,719 | TotalAssetsBOYAmt |
| Total Assets EOY | $446,678,284 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $103,544,712 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $76,897,235 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $361,520,007 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $369,781,049 | NetAssetsOrFundBalancesEOYAmt |
| Mission | TO IMPROVE THE HEALTH, WELLNESS AND QUALITY OF LIFE OF THE PEOPLE AND COMMUNITIES WE SERVE. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $216,570,386 | ExpenseAmt |
| Grant | $134,989 | GrantAmt |
| Revenue | $190,846,938 | RevenueAmt |
| Desc | SPH IS A NONPROFIT HEALTH CARE SYSTEM LOCATED IN HELENA, MONTANA. OUR SERVICES INCLUDE BUT ARE NOT LIMITED TO A 99-BED ACUTE CARE HOSPITAL, PHYSICIAN CLINICS, CANCER TREATMENT CENTER, 24-BED BEHAVIORAL HEALTH UNIT, URGENT CARE CLINICS, HOME HEALTH AND HOSPICE CARE, DIALYSIS CENTER AND AMBULANCE SERVICES. WE PROVIDE SERVICES TO OUR RESIDENTS FROM A FIVE-COUNTY AREA (LEWIS AND CLARK, BROADWATER, POWELL, MEAGHER AND JEFFERSON COUNTIES). IN ADDITION TO FREE CARE AND/OR SUBSIDIZED CARE, CARE IS ALSO PROVIDED AT BELOW COST RATES TO PERSONS COVERED BY GOVERNMENTAL PROGRAMS. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $72,190,129 | ExpenseAmt |
| Revenue | $173,788,430 | RevenueAmt |
| Desc | THE HOSPITAL OPERATES SEVERAL PHYSICIAN CLINICS, EMPLOYING 165 PHYSICIANS AND PHYSICIAN ASSISTANTS AND NURSE PRACTITIONERS. WITHOUT THE HOSPITAL'S ASSISTANCE, LEWIS AND CLARK COUNTY WOULD BE WITHOUT MANY NEEDED MEDICAL AND SURGICAL SPECIALTIES. PHYSICIANS IN THE SPECIALTIESOF FAMILY PRACTICE, INTERNAL MEDICINE, NEUROLOGY, RHEUMATOLOGY, GASTROENTEROLOGY, ENT, CARDIOLOGY, GENERAL SURGERY, ORTHOPEDIC SURGERY, ALLERGY, NEPHROLOGY, RADIATION AND MEDICAL ONCOLOGY HAD APPROXIMATELY 685,000 RVUS. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $288,760,515 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| 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 | 0 | 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 | Yes (1) | OperateHospitalInd |
| Audited Financial Stmt Att | Yes (1) | AuditedFinancialStmtAttInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (1) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBondsInd |
| Escrow Account | Yes (1) | EscrowAccountInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | Yes (1) | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (1) | 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 | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (1) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 125 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 2268 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| 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 |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 13 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 12 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | Yes (1) | 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 | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | Yes (1) | InvestmentInJointVentureInd |
| Written Policy Or Procedure | Yes (1) | WrittenPolicyOrProcedureInd |
| States Where Copy Of Return Is Fld | MT | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JENNY TAYLOR | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4064442136 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 500 E BROADWAY | AddressLine1Txt |
| City | HELENA | CityNm |
| State Abbreviation | MT | StateAbbreviationCd |
| ZIP | 59601 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (25 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|---|
| RUSS BELL | |||||||||
| CHAIR | 1.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| LOREN BROWN | |||||||||
| VICE CHAIR | 1.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| JUSTIN MOSNESS | |||||||||
| SECRETARY/TREASURER | 1.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| KERRY HALE | |||||||||
| CHIEF OF STAFF | 40.00 | 0.00 | Yes (X) | Yes (X) | $269,462 | $0 | $65,440 | ||
| REP MARY CAFERRO | |||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| NATE MCCARTHY | |||||||||
| FOUNDATION CHAIR | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| KELLY PARSLEY | |||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| ROSSLYN DUNCAN | |||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| TIM MELDRUM | |||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| MEG JACOBY | |||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| SARA MEDLEY | |||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| WILLAM BATEY MD | |||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| JIM STANGER | |||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| WADE JOHNSON | |||||||||
| CEO | 40.00 | 1.00 | Yes (X) | $941,348 | $0 | $76,751 | |||
| NATHAN COBURN | |||||||||
| CFO | 40.00 | 1.00 | Yes (X) | $398,066 | $0 | $81,257 | |||
| SHELLY HARKINS | |||||||||
| CMO | 40.00 | 0.00 | Yes (X) | $131,006 | $0 | $46,447 | |||
| KARI KOEHLER | |||||||||
| CNO | 40.00 | 0.00 | Yes (X) | $73,789 | $0 | $20,338 | |||
| STEPHEN MASON | |||||||||
| EXECUTIVE VP | 40.00 | 1.00 | Yes (X) | $325,466 | $0 | $48,321 | |||
| BRIAN LEE | |||||||||
| COO | 40.00 | 0.00 | $203,331 | $0 | $51,356 | Yes (X) | |||
| TODD WAMPLER | |||||||||
| PRESIDENT SPMG | 40.00 | 0.00 | $498,236 | $0 | $54,691 | Yes (X) | |||
| LAUREN SHEA | |||||||||
| MD | 40.00 | 0.00 | $1,457,795 | $0 | $69,885 | Yes (X) | |||
| CHRISTOPHER LINDSAY | |||||||||
| MD | 40.00 | 0.00 | $1,284,547 | $0 | $31,119 | Yes (X) | |||
| DRAKE MCARTHUR | |||||||||
| PHYSICIAN | 40.00 | 0.00 | $1,054,638 | $0 | $53,791 | Yes (X) | |||
| BRANDON NEWGARD | |||||||||
| MD | 40.00 | 1.00 | $958,239 | $0 | $55,668 | Yes (X) | |||
| KEVIN BROWN | |||||||||
| DO | 40.00 | 0.00 | $908,691 | $0 | $80,203 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $8,504,614 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $735,267 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 301 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| HEALTHCARE WORKFORCE LOGISTICS LLC | |||||
| 2301 LUCIEN WAY SUITE 325 | MAITLAND | FL | 32751 | CONTRACT LABOR | $7,561,236 |
| THE CHARTIS GROUP | |||||
| 220 W KINZIE 3RD FLOOR | CHICAGO | IL | 60654 | CONSULTING SERVICES | $1,590,787 |
| BANYAN MEDICAL SOLUTIONS LLC | |||||
| 8701 F ST | OMAHA | NE | 68127 | VIRTUAL NURSING | $1,326,546 |
| THOMAS CUISINE | |||||
| 700 E FRANKLIN RD | MERIDIAN | ID | 83642 | MANAGEMENT OF CAFETERIA | $1,244,597 |
| REBRAND CONSULTING SERVICES | |||||
| 203 GASPER BEND | CEDAR PARK | TX | 78613 | CONSULTING SERVICES | $1,061,940 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 27 | CntrctRcvdGreaterThan100KCnt |
| Related Organizations | $5,492,326 | RelatedOrganizationsAmt |
| Government Grants | $626,869 | GovernmentGrantsAmt |
| All Other Contributions | $375,000 | AllOtherContributionsAmt |
| Noncash Contributions | $375,000 | NoncashContributionsAmt |
| Total Contributions | $6,494,195 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| PATIENT SERVICE REVENUE | 621110 | $302,750,604 | $302,750,604 | |
| PHARMACY | 456110 | $53,748,805 | $53,597,115 | $151,690 |
| 340B PHARMACY | 621110 | $3,598,210 | $3,598,210 | |
| INCOME FROM JOINT VENTURES | 900099 | $2,875,698 | $2,293,864 | $581,834 |
| VALUE BASED CARE | 621110 | $1,947,915 | $1,947,915 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $364,921,232 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,540,404 | TotalRevenueColumnAmt |
| Exclusion | $3,540,404 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $525,937 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $507,725 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $18,212 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $18,212 | TotalRevenueColumnAmt |
| Exclusion | $18,212 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $34,070,250 | SecuritiesAmt |
| Other | $947,736 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $28,529,161 | SecuritiesAmt |
| Other | $393,613 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $5,541,089 | SecuritiesAmt |
| Other | $554,123 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $6,095,212 | TotalRevenueColumnAmt |
| Exclusion | $6,095,212 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $426,511 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $201,721 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $224,790 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $103,158 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $121,632 | UnrelatedBusinessRevenueAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt | ExclusionExclusionAmt |
|---|---|---|---|---|
| DAYCARE | 624410 | $897,713 | $86,736 | $810,977 |
| CAFETERIA | 722514 | $714,998 | $8,470 | $706,528 |
| SETTLEMENT INCOME | 900099 | $451,199 | $451,199 |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $404,933 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $344,502 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $60,431 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $2,468,843 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $383,762,888 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $364,635,368 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $950,362 | UnrelatedBusinessRevenueAmt |
| Exclusion | $11,682,963 | 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 | $134,989 | TotalAmt |
| Program Services | $134,989 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,781,435 | TotalAmt |
| Program Services | $508,103 | ProgramServicesAmt |
| Management And General | $1,905,629 | ManagementAndGeneralAmt |
| Fundraising | $367,703 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $156,334,754 | TotalAmt |
| Program Services | $127,234,184 | ProgramServicesAmt |
| Management And General | $27,932,574 | ManagementAndGeneralAmt |
| Fundraising | $1,167,996 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,052,816 | TotalAmt |
| Program Services | $2,736,111 | ProgramServicesAmt |
| Management And General | $4,297,800 | ManagementAndGeneralAmt |
| Fundraising | $18,905 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $21,633,427 | TotalAmt |
| Program Services | $12,487,925 | ProgramServicesAmt |
| Management And General | $9,034,663 | ManagementAndGeneralAmt |
| Fundraising | $110,839 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,889,755 | TotalAmt |
| Program Services | $7,531,375 | ProgramServicesAmt |
| Management And General | $2,255,834 | ManagementAndGeneralAmt |
| Fundraising | $102,546 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $131,643 | TotalAmt |
| Program Services | $4,450 | ProgramServicesAmt |
| Management And General | $127,193 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $189,335 | TotalAmt |
| Management And General | $189,335 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $44,404 | TotalAmt |
| Management And General | $44,404 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $449,850 | TotalAmt |
| Management And General | $449,850 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $45,369,841 | TotalAmt |
| Program Services | $18,746,900 | ProgramServicesAmt |
| Management And General | $26,490,745 | ManagementAndGeneralAmt |
| Fundraising | $132,196 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $271,238 | TotalAmt |
| Management And General | $263,137 | ManagementAndGeneralAmt |
| Fundraising | $8,101 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,828,874 | TotalAmt |
| Program Services | $2,822,578 | ProgramServicesAmt |
| Management And General | $5,705,929 | ManagementAndGeneralAmt |
| Fundraising | $300,367 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,526,004 | TotalAmt |
| Program Services | $1,526,004 | ProgramServicesAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,189,211 | TotalAmt |
| Program Services | $409,218 | ProgramServicesAmt |
| Management And General | $3,770,893 | ManagementAndGeneralAmt |
| Fundraising | $9,100 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $373,616 | TotalAmt |
| Program Services | $204,156 | ProgramServicesAmt |
| Management And General | $164,851 | ManagementAndGeneralAmt |
| Fundraising | $4,609 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $604,832 | TotalAmt |
| Program Services | $409,699 | ProgramServicesAmt |
| Management And General | $156,771 | ManagementAndGeneralAmt |
| Fundraising | $38,362 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $411,832 | TotalAmt |
| Management And General | $411,832 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,274,826 | TotalAmt |
| Program Services | $11,274,826 | ProgramServicesAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,486,366 | TotalAmt |
| Program Services | $950,074 | ProgramServicesAmt |
| Management And General | $4,536,292 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| SUPPLIES & DRUGS | $85,784,270 | $85,128,914 | $611,281 | $44,075 |
| BAD DEBT | $16,224,058 | $16,224,058 | ||
| BED TAX | $5,062,779 | $5,062,779 | ||
| UBI TAXES | $344,455 | $344,455 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $340,051 | TotalAmt |
| Program Services | $82,496 | ProgramServicesAmt |
| Management And General | $229,195 | ManagementAndGeneralAmt |
| Fundraising | $28,360 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $384,734,661 | TotalAmt |
| Program Services | $288,760,515 | ProgramServicesAmt |
| Management And General | $93,640,987 | ManagementAndGeneralAmt |
| Fundraising | $2,333,159 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,973,268 | BOYAmt |
| EOY | $19,445,126 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $269,737 | BOYAmt |
| EOY | $0 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $572,980 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $67,536,685 | BOYAmt |
| EOY | $59,134,170 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,126,839 | BOYAmt |
| EOY | $4,707,707 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,953,927 | BOYAmt |
| EOY | $29,672,203 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,456,718 | BOYAmt |
| EOY | $12,341,220 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,060,450 | BOYAmt |
| EOY | $7,278,132 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $298,558,615 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $148,931,625 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $144,941,826 | BOYAmt |
| EOY | $149,626,990 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $137,797,233 | BOYAmt |
| EOY | $104,699,495 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,991,955 | BOYAmt |
| EOY | $12,170,285 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,490,349 | BOYAmt |
| EOY | $5,852,832 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,729,637 | BOYAmt |
| EOY | $1,504,053 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $36,736,095 | BOYAmt |
| EOY | $39,673,091 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $465,064,719 | BOYAmt |
| EOY | $446,678,284 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $44,666,505 | BOYAmt |
| EOY | $42,250,586 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $106,045 | BOYAmt |
| EOY | $0 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $21,790,220 | BOYAmt |
| EOY | $15,887,242 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,330,606 | BOYAmt |
| EOY | $2,238,386 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $35,651,336 | BOYAmt |
| EOY | $16,521,021 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $103,544,712 | BOYAmt |
| EOY | $76,897,235 | 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 | $332,026,174 | BOYAmt |
| EOY | $338,990,904 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $29,493,833 | BOYAmt |
| EOY | $30,790,145 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $361,520,007 | BOYAmt |
| EOY | $369,781,049 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $465,064,719 | BOYAmt |
| EOY | $446,678,284 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$971,773 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $3,846,293 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $5,386,522 | OtherChangesInNetAssetsAmt |
| 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) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (1) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (1) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Hospital | Yes (X) | HospitalInd |
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 C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Volunteers | 0 | VolunteersInd |
| Paid Staff Or Management | 0 | PaidStaffOrManagementInd |
| Media Advertisements | 0 | MediaAdvertisementsInd |
| Mailings Members | 0 | MailingsMembersInd |
| Publications Or Broadcast | 0 | PublicationsOrBroadcastInd |
| Grants Other Organizations | 0 | GrantsOtherOrganizationsInd |
| Direct Contact Legislators | Yes (1) | DirectContactLegislatorsInd |
| Direct Contact Legislators | $44,404 | DirectContactLegislatorsAmt |
| Rallies Demonstrations | 0 | RalliesDemonstrationsInd |
| Other Activities | 0 | OtherActivitiesInd |
| Total Lobbying Expenditures | $44,404 | TotalLobbyingExpendituresAmt |
| Not Described Section501c3 | 0 | NotDescribedSection501c3Ind |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART II-B, LINE 1: | FormAndLineReferenceDesc |
| Explanation | THE HOSPITAL HIRED A CONSULTANT TO PROVIDE LOBBYING SERVICES IN CONNECTION WITH GOVERNMENTAL AFFAIRS REPRESENTATION TO ENSURE HOSPITAL, COMMUNITY AND EMPLOYEE INTERESTS AND NEEDS ARE REPRESENTED. IN ADDITION, A PORTION OF AHA/MHA DUES ARE ATTRIBUTED TO LOBBYING ACTIVITIES. | ExplanationTxt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $19,645,423 | BeginningYearBalanceAmt |
| Contributions | $2,769,531 | ContributionsAmt |
| Investment Earnings Or Losses | $1,753,522 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,524,521 | OtherExpendituresAmt |
| End Year Balance | $22,643,955 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $19,340,470 | BeginningYearBalanceAmt |
| Contributions | $745,625 | ContributionsAmt |
| Investment Earnings Or Losses | $446,740 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $887,412 | OtherExpendituresAmt |
| End Year Balance | $19,645,423 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $16,680,873 | BeginningYearBalanceAmt |
| Contributions | $2,725,600 | ContributionsAmt |
| Investment Earnings Or Losses | $415,152 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $481,155 | OtherExpendituresAmt |
| End Year Balance | $19,340,470 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $16,731,066 | BeginningYearBalanceAmt |
| Contributions | $429,101 | ContributionsAmt |
| Investment Earnings Or Losses | -$114,759 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $364,534 | OtherExpendituresAmt |
| End Year Balance | $16,680,874 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $12,895,435 | BeginningYearBalanceAmt |
| Contributions | $593,529 | ContributionsAmt |
| Investment Earnings Or Losses | $3,314,823 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $72,721 | OtherExpendituresAmt |
| End Year Balance | $16,731,066 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.05580 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.51630 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.42790 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | Yes (1) | EndowmentsHeldRelatedOrgInd |
| Related Org List Sch R | Yes (1) | RelatedOrgListSchRInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $15,734,280 | OtherCostOrOtherBasisAmt |
| Book Value | $15,734,280 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $159,233,285 | OtherCostOrOtherBasisAmt |
| Depreciation | $67,707,001 | DepreciationAmt |
| Book Value | $91,526,284 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $119,500,911 | OtherCostOrOtherBasisAmt |
| Depreciation | $81,224,624 | DepreciationAmt |
| Book Value | $38,276,287 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $4,090,139 | OtherCostOrOtherBasisAmt |
| Book Value | $4,090,139 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $149,626,990 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (3 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| INVESTMENTS IN SPH FOUNDATION | $32,490,148 |
| ROU ASSETS | $5,547,943 |
| ASSETS LIMITED AS TO USE | $1,635,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $39,673,091 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| PENSION LIABILITY | $10,751,234 |
| LEASE LIABILITIES | $5,769,787 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $16,521,021 | TotalLiabilityAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART V, LINE 4: | FormAndLineReferenceDesc |
| Explanation | ENDOWMENT FUNDS ARE HELD BY THE FOUNDATION AND RESTRICTED FOR SUPPORT OF HOSPITAL PROGRAMS AND SERVICES AND FOR CAPITAL PURCHASES AND IMPROVEMENTS IN ACCORDANCE WITH BOARD POLICIES AND/OR DONOR RESTRICTIONS. | ExplanationTxt |
Schedule H IRS990ScheduleH
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Assistance Policy | Yes (1) | FinancialAssistancePolicyInd |
| Written Policy | Yes (1) | WrittenPolicyInd |
| All Hospitals Policy | Yes (X) | AllHospitalsPolicyInd |
| FPG Reference Free Care | Yes (1) | FPGReferenceFreeCareInd |
Free Care Oth Percentage FreeCareOthPercentageGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | Yes (X) | OtherInd |
| Free Care Other | 275.000000000000 | FreeCareOtherPct |
| Field | Value | IRS element (for citing) |
|---|---|---|
| FPG Reference Discounted Care | Yes (1) | FPGReferenceDiscountedCareInd |
| Percent300 | Yes (X) | Percent300Ind |
| Free Care Medically Indigent | Yes (1) | FreeCareMedicallyIndigentInd |
| Financial Assistance Budget | Yes (1) | FinancialAssistanceBudgetInd |
| Expenses Exceed Budget | 0 | ExpensesExceedBudgetInd |
| Annual Community Bnft Report | Yes (1) | AnnualCommunityBnftReportInd |
| Report Publically Available | Yes (1) | ReportPublicallyAvailableInd |
Financial Assistance At Cost Typ FinancialAssistanceAtCostTyp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $4,593,583 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $0 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $4,593,583 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.01250 | TotalExpensePct |
Unreimbursed Medicaid UnreimbursedMedicaidGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $40,310,665 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $34,551,898 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $5,758,767 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.01560 | TotalExpensePct |
Total Financial Assistance Typ TotalFinancialAssistanceTyp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $44,904,248 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $34,551,898 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $10,352,350 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.02810 | TotalExpensePct |
Community Health Services CommunityHealthServicesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $2,721,889 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $0 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $2,721,889 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00740 | TotalExpensePct |
Health Professions Education HealthProfessionsEducationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $689,742 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $89,228 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $600,514 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00160 | TotalExpensePct |
Subsidized Health Services SubsidizedHealthServicesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $103,810,183 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $64,318,893 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $39,491,290 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.10720 | TotalExpensePct |
Total Other Benefits TotalOtherBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $107,221,814 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $64,408,121 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $42,813,693 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.11620 | TotalExpensePct |
Total Community Benefits TotalCommunityBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $152,126,062 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $98,960,019 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $53,166,043 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.14430 | TotalExpensePct |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bad Debt Expense Reported | Yes (1) | BadDebtExpenseReportedInd |
| Bad Debt Expense | $16,224,058 | BadDebtExpenseAmt |
| Bad Debt Expense Attributable | $590,672 | BadDebtExpenseAttributableAmt |
| Reimbursed By Medicare | $118,395,650 | ReimbursedByMedicareAmt |
| Cost Of Care Reimbursed By Medcr | $124,042,600 | CostOfCareReimbursedByMedcrAmt |
| Medicare Surplus Or Shortfall | -$5,646,950 | MedicareSurplusOrShortfallAmt |
Costing Methodology Used CostingMethodologyUsedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cost Accounting System | Yes (X) | CostAccountingSystemInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Written Debt Collection Policy | Yes (1) | WrittenDebtCollectionPolicyInd |
| Financial Assistance Prvsn | Yes (1) | FinancialAssistancePrvsnInd |
Management Co And Jnt Ventures ManagementCoAndJntVenturesGrp
Entity Name EntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | 1 HELENA SURGICENTER | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Activities | SURGERY CENTER | PrimaryActivitiesTxt |
| Org Profit Or Ownership | 0.50000 | OrgProfitOrOwnershipPct |
| Ofcr Etc Profit Or Ownership | 0.07000 | OfcrEtcProfitOrOwnershipPct |
| Physicians Profit Or Ownership | 0.43000 | PhysiciansProfitOrOwnershipPct |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Hospital Facilities | 1 | HospitalFacilitiesCnt |
Hospital Facilities HospitalFacilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Facility | 1 | FacilityNum |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ST PETER'S HEALTH | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2475 BROADWAY | AddressLine1Txt |
| City | HELENA | CityNm |
| State Abbreviation | MT | StateAbbreviationCd |
| ZIP | 59601 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Website Address | WWW.SPHEALTH.ORG | WebsiteAddressTxt |
| State License | 13346 | StateLicenseNum |
| Licensed Hospital | Yes (X) | LicensedHospitalInd |
| General Medical And Surgical | Yes (X) | GeneralMedicalAndSurgicalInd |
| Emergency Room24 Hrs | Yes (X) | EmergencyRoom24HrsInd |
| Other | PHYSICIAN CLINICS URGENT CARE SERVICES | OtherDesc |
Hospital Fclty Policies Prctc HospitalFcltyPoliciesPrctcGrp
Hospital Facility Name HospitalFacilityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ST PETER'S HEALTH | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Facility | 1 | FacilityNum |
| First Licensed CY Or PY | 0 | FirstLicensedCYOrPYInd |
| Tax Exempt Hospital CY Or PY | 0 | TaxExemptHospitalCYOrPYInd |
| CHNA Conducted | Yes (1) | CHNAConductedInd |
| Community Definition | Yes (X) | CommunityDefinitionInd |
| Community Demographics | Yes (X) | CommunityDemographicsInd |
| Existing Resources | Yes (X) | ExistingResourcesInd |
| How Data Obtained | Yes (X) | HowDataObtainedInd |
| Community Health Needs | Yes (X) | CommunityHealthNeedsInd |
| Other Health Issues | Yes (X) | OtherHealthIssuesInd |
| Community Hlth Needs Id Process | Yes (X) | CommunityHlthNeedsIdProcessInd |
| Consulting Process | Yes (X) | ConsultingProcessInd |
| Prior CHNA Impact | Yes (X) | PriorCHNAImpactInd |
| CHNA Conducted | 24 | CHNAConductedYr |
| Take Into Account Others Input | Yes (1) | TakeIntoAccountOthersInputInd |
| CHNA Conducted With Other Fclts | Yes (1) | CHNAConductedWithOtherFcltsInd |
| CHNA Conducted With Non Fclts | Yes (1) | CHNAConductedWithNonFcltsInd |
| CHNA Report Widely Available | Yes (1) | CHNAReportWidelyAvailableInd |
| Rpt Available On Own Website | Yes (X) | RptAvailableOnOwnWebsiteInd |
| Own Website URL | HTTPS://WWW.SPHEALTH.ORG/COMMUNITY-HEALTH/GIVING-BACK-OUR-COMMUNITY | OwnWebsiteURLTxt |
| Implementation Strategy Adopt | Yes (1) | ImplementationStrategyAdoptInd |
| Implementation Strategy Adpt | 25 | ImplementationStrategyAdptYr |
| Strategy Posted Website | Yes (1) | StrategyPostedWebsiteInd |
| Strategy Website URL | HTTPS://WWW.SPHEALTH.ORG/COMMUNITY-HEALTH/GIVING-BACK-OUR-COMMUNITY | StrategyWebsiteURLTxt |
| Organization Incur Excise Tax | 0 | OrganizationIncurExciseTaxInd |
| Elig Criteria Explained | Yes (1) | EligCriteriaExplainedInd |
| FPG Family Incm Lmt Free Dscnt | Yes (X) | FPGFamilyIncmLmtFreeDscntInd |
| FPG Family Incm Lmt Free Care | 275.000000000000 | FPGFamilyIncmLmtFreeCarePct |
| FPG Family Incm Lmt Dscnt Care | 350.000000000000 | FPGFamilyIncmLmtDscntCarePct |
| Asset Level Criteria | Yes (X) | AssetLevelCriteriaInd |
| Medical Indigency Criteria | Yes (X) | MedicalIndigencyCriteriaInd |
| Explained Basis | Yes (1) | ExplainedBasisInd |
| App Financial Asst Expln | Yes (1) | AppFinancialAsstExplnInd |
| Described Info | Yes (X) | DescribedInfoInd |
| Described Suprt Doc | Yes (X) | DescribedSuprtDocInd |
| Provided Hospital Contact | Yes (X) | ProvidedHospitalContactInd |
| Provided Nonprofit Contact | Yes (X) | ProvidedNonprofitContactInd |
| Includes Publicity Measures | Yes (1) | IncludesPublicityMeasuresInd |
| FAP Available On Website | Yes (X) | FAPAvailableOnWebsiteInd |
| FAP Available On Website URL | HTTPS://WWW.SPHEALTH.ORG/PATIENTS-VISITORS/BILLING/FINANCIAL-ASSISTANCE | FAPAvailableOnWebsiteURLTxt |
| FAP App Available On Website | Yes (X) | FAPAppAvailableOnWebsiteInd |
| FAP App Available On Website URL | HTTPS://WWW.SPHEALTH.ORG/PATIENTS-VISITORS/BILLING/FINANCIAL-ASSISTANCE | FAPAppAvailableOnWebsiteURLTxt |
| FAP Summary On Website | Yes (X) | FAPSummaryOnWebsiteInd |
| FAP Summary On Website URL | HTTPS://WWW.SPHEALTH.ORG/PATIENTSVISITORS/BILLING/FINANCIAL-ASSISTANCE | FAPSummaryOnWebsiteURLTxt |
| FAP Avlbl On Request No Charge | Yes (X) | FAPAvlblOnRequestNoChargeInd |
| FAP App Avlbl On Request No Chrg | Yes (X) | FAPAppAvlblOnRequestNoChrgInd |
| FAP Sum Avlbl On Request No Chrg | Yes (X) | FAPSumAvlblOnRequestNoChrgInd |
| Notified FAP Copy Bill Display | Yes (X) | NotifiedFAPCopyBillDisplayInd |
| Communtity Notified FAP | Yes (X) | CommuntityNotifiedFAPInd |
| FAP Translated | Yes (X) | FAPTranslatedInd |
| FAP Actions On Nonpayment | Yes (1) | FAPActionsOnNonpaymentInd |
| Permit No Actions | Yes (X) | PermitNoActionsInd |
| Collection Activities | 0 | CollectionActivitiesInd |
| Provided Written Notice | Yes (X) | ProvidedWrittenNoticeInd |
| Made Effort Orally Notify | Yes (X) | MadeEffortOrallyNotifyInd |
| Processed FAP Application | Yes (X) | ProcessedFAPApplicationInd |
| Made Presumptive Elig Determ | Yes (X) | MadePresumptiveEligDetermInd |
| Nondis Emergency Care Policy | Yes (1) | NondisEmergencyCarePolicyInd |
| Look Back Medicare Private | Yes (X) | LookBackMedicarePrivateInd |
| Amounts Generally Billed | 0 | AmountsGenerallyBilledInd |
| Gross Charges | 0 | GrossChargesInd |
Supplemental Information SupplementalInformationGrp (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| ST PETER'S HEALTH | PART V, SECTION B, LINE 11: ST. PETER'S HEALTH (SPH) CONTINUES TO DEMONSTRATE ITS COMMITMENT TO IMPROVING THE HEALTH AND WELL-BEING OF THE COMMUNITY IT SERVES. FISCAL YEAR 2025 (FY25) MARKED AN EVOLUTION IN HOW COMMUNITY HEALTH NEEDS WERE IDENTIFIED AND ADDRESSED THROUGH ENHANCED COLLABORATION, SHARED LEADERSHIP, AND DATA-INFORMED DECISION-MAKING. SPH WORKED ALONGSIDE LOCAL PARTNERS THROUGH THE HEALTHY TOGETHER INITIATIVE TO ENSURE THAT COMMUNITY HEALTH IMPROVEMENT EFFORTS ARE COORDINATED, RESPONSIVE, AND ALIGNED WITH THE MOST PRESSING NEEDS IDENTIFIED IN THE COMMUNITY HEALTH NEEDS ASSESSMENT (CHNA).THE FINDINGS FROM THE MOST RECENT CHNA INFORMED TWO DISTINCT BUT INTERCONNECTED PLANS:ST. PETER'S HEALTH IMPLEMENTATION STRATEGY:DEVELOPED BY THE POPULATION HEALTH TEAM IN COLLABORATION WITH EXECUTIVE LEADERSHIP, THIS SYSTEM-SPECIFIC PLAN OUTLINES MEASURABLE INITIATIVES TO ADDRESS THE HIGHEST-PRIORITY HEALTH NEEDS IDENTIFIED IN THE CHNA. IT GUIDES HOW SPH ALLOCATES RESOURCES, DEVELOPS PROGRAMS, AND STRENGTHENS PARTNERSHIPS TO IMPROVE HEALTH OUTCOMES ACROSS ITS SERVICE AREA.COMMUNITY HEALTH IMPROVEMENT PLAN (CHIP):LED BY THE HEALTHY TOGETHER STEERING COMMITTEE, THIS COMMUNITY-WIDE PLAN REFLECTS SHARED PRIORITIES ACROSS HEALTHCARE, PUBLIC HEALTH, NONPROFIT, AND GOVERNMENT PARTNERS. THE CHIP ESTABLISHES COORDINATED STRATEGIES TO ADDRESS COMMUNITY-WIDE NEEDS, ADVANCE HEALTH EQUITY, AND IMPROVE OVERALL QUALITY OF LIFE.BASED ON THE FINDINGS OF THE MOST RECENT CHNA, SPH IDENTIFIED AND IS ACTIVELY ADDRESSING THE FOLLOWING PRIORITY HEALTH NEEDS: ACCESS TO HEALTHCARE SERVICES BEHAVIORAL HEALTH CHRONIC DISEASE HOUSINGSPH ADDRESSES THESE NEEDS THROUGH A COMBINATION OF DIRECT SERVICE DELIVERY, CARE TRANSFORMATION INITIATIVES, AND CROSS-SECTOR PARTNERSHIPS. KEY STRATEGIES INCLUDE EXPANDING ACCESS TO INTEGRATED BEHAVIORAL HEALTH SERVICES, STRENGTHENING CARE COORDINATION FOR HIGH-RISK POPULATIONS, ADDRESSING SOCIAL DRIVERS OF HEALTH SUCH AS HOUSING INSTABILITY, AND IMPROVING ACCESS TO PREVENTIVE AND PRIMARY CARE SERVICES. THESE EFFORTS ARE IMPLEMENTED THROUGH PROGRAMS SUCH AS CARE MANAGEMENT, COMMUNITY HEALTH WORKERS, PEER SUPPORT SERVICES, AND COMMUNITY-BASED PARTNERSHIPS ALIGNED WITH BOTH THE IMPLEMENTATION STRATEGY AND THE CHIP.AS WITH ALL TAX-EXEMPT ORGANIZATIONS, SPH PRIORITIZES THOSE COMMUNITY HEALTH NEEDS THAT REQUIRE THE MOST IMMEDIATE ATTENTION AND WHERE IT CAN HAVE THE GREATEST IMPACT. WHILE SPH IS ACTIVELY ADDRESSING ALL IDENTIFIED PRIORITY AREAS, THE SCOPE AND SCALE OF INTERVENTIONS MAY VARY BASED ON AVAILABLE RESOURCES, ORGANIZATIONAL CAPACITY, AND COMMUNITY PARTNERSHIP ALIGNMENT. THROUGH THE HEALTHY TOGETHER COLLABORATIVE, SPH WORKS WITH COMMUNITY PARTNERS TO ENSURE THAT ALL IDENTIFIED NEEDS ARE ADDRESSED COLLECTIVELY, EVEN IF SPH IS NOT THE LEAD ORGANIZATION FOR EVERY STRATEGY. OTHER ORGANIZATIONS WITHIN THE COLLABORATIVE MAY TAKE PRIMARY RESPONSIBILITY FOR CERTAIN INITIATIVES BASED ON THEIR EXPERTISE, MISSION, AND RESOURCES. |
| SCHEDULE H, PART V, SECTION B, LINE 5 | IN CONDUCTING ITS MOST RECENT COMMUNITY HEALTH NEEDS ASSESSMENT (CHNA), ST. PETER'S HEALTH TOOK INTO ACCOUNT INPUT FROM INDIVIDUALS AND ORGANIZATIONS REPRESENTING THE BROAD INTERESTS OF THE COMMUNITY, INCLUDING THOSE WITH EXPERTISE IN PUBLIC HEALTH.ST. PETER'S HEALTH PARTICIPATED IN A COLLABORATIVE, COMMUNITY-WIDE CHNA LED BY THE HEALTHY TOGETHER STEERING COMMITTEE FOR LEWIS AND CLARK COUNTY AND THE BROADER GREATER SERVICE AREA. THIS INCLUDES ST. PETER'S HEALTH'S FIVE-COUNTY SERVICE AREA, SERVING RESIDENTS ACROSS LEWIS AND CLARK COUNTY, BROADWATER COUNTY, POWELL COUNTY, MEAGHER COUNTY, AND JEFFERSON COUNTY. THE HEALTHY TOGETHER STEERING COMMITTEE INCLUDED REPRESENTATIVES FROM HEALTHCARE SYSTEMS, PUBLIC HEALTH AGENCIES, NONPROFIT ORGANIZATIONS, GOVERNMENT ENTITIES, AND OTHER COMMUNITY STAKEHOLDERS. THIS STRUCTURE ENSURED THAT THE CHNA PROCESS WAS INFORMED BY INDIVIDUALS WITH DIRECT KNOWLEDGE OF COMMUNITY HEALTH NEEDS, INCLUDING THOSE WITH EXPERTISE IN PUBLIC HEALTH, BEHAVIORAL HEALTH, AND SOCIAL SERVICES.THE CHNA UTILIZED A THREE-PRONGED APPROACH TO DATA COLLECTION:1. COMMUNITY SURVEY (CASPER METHODOLOGY): A DOOR-TO-DOOR, HOUSEHOLD-BASED SURVEY WAS CONDUCTED USING THE COMMUNITY ASSESSMENT FOR PUBLIC HEALTH EMERGENCY RESPONSE (CASPER) METHODOLOGY, A TWO-STAGE CLUSTER SAMPLING APPROACH DEVELOPED BY THE CENTERS FOR DISEASE CONTROL AND PREVENTION. THIS METHOD ENABLED RAPID, STATISTICALLY REPRESENTATIVE DATA COLLECTION ACROSS THE COMMUNITY, ENSURING INCLUSION OF DIVERSE HOUSEHOLDS, INCLUDING UNDERSERVED AND HARD-TO-REACH POPULATIONS. 2. KEY INFORMANT INTERVIEWS: STRUCTURED INTERVIEWS AND SURVEYS WERE CONDUCTED WITH COMMUNITY LEADERS AND PROFESSIONALS REPRESENTING HEALTHCARE, PUBLIC HEALTH, BEHAVIORAL HEALTH, EDUCATION, AND SOCIAL SERVICE SECTORS. 3. SECONDARY DATA ANALYSIS: EXISTING LOCAL, STATE, AND NATIONAL DATA SOURCES WERE ANALYZED TO IDENTIFY HEALTH TRENDS, DISPARITIES, AND PRIORITY NEEDS. THROUGH THIS PROCESS, INPUT WAS GATHERED FROM A WIDE RANGE OF ORGANIZATIONS AND INDIVIDUALS REPRESENTING THE COMMUNITY, INCLUDING THOSE WITH SPECIAL KNOWLEDGE OF OR EXPERTISE IN PUBLIC HEALTH. ORGANIZATIONS CONSULTED INCLUDED, BUT WERE NOT LIMITED TO:HEALTHCARE & PUBLIC HEALTH ENTITIES LEWIS AND CLARK PUBLIC HEALTH MONTANA DEPARTMENT OF HEALTH AND HUMAN SERVICES CENTERS FOR DISEASE CONTROL AND PREVENTION ST. PETER'S HEALTH PUREVIEW HEALTH CENTER SHODAIR CHILDREN'S HOSPITAL HELENA INDIAN ALLIANCE ASSOCIATED DERMATOLOGY CAPITAL MEDICAL ANESTHESIA BOYD ANDREW CHEMICAL DEPENDENCY BOYD ANDREW COMMUNITY SERVICES CANCER CONTROL COALITION CENTER FOR MENTAL HEALTHCOMMUNITY FOR-PROFIT & NONPROFIT ORGANIZATIONS UNITED WAY OF THE LEWIS AND CLARK AREA ROCKY MOUNTAIN DEVELOPMENT COUNCIL THE FRIENDSHIP CENTER FLORENCE CRITTENTON GOOD SAMARITAN MINISTRIES HELENA FOOD SHARE AWARE INC. BIG BROTHERS BIG SISTERS CASA CHILD CARE CONNECTIONS CHILDWISE INSTITUTE COMMUNITY RESOURCE MANAGEMENT DISABILITY RIGHTS MONTANA BIG SKY WAY BIG SKY BROKERSGOVERNMENT, PUBLIC SECTOR & COMMUNITY BOARDS LEWIS AND CLARK COUNTY (INCLUDING GIS AND OTHER DEPARTMENTS) CITY OF HELENA EAST HELENA EAST HELENA CITY COUNCIL CITY PUBLIC WORKS CITY-COUNTY BOARD OF HEALTH CITY-COUNTY PARKS BOARD COMMUNITY DEVELOPMENT, CITY OF HELENA CRIMINAL JUSTICE SERVICES DEPARTMENT COUNTY DUI TASK FORCE CAPITAL TRANSIT ADVISORY COUNCIL DENTAL CLINIC ADVISORY COUNCIL WATER QUALITY PROTECTION DISTRICTFIVE-COUNTY SERVICE AREA REPRESENTATION: LEWIS AND CLARK COUNTY BROADWATER COUNTY POWELL COUNTY MEAGHER COUNTY JEFFERSON COUNTYEDUCATION & ACADEMIC PARTNERS CARROLL COLLEGE CAREER TRAINING INSTITUTESTATEWIDE / REGIONAL ORGANIZATIONS & ADVOCACY GROUPS AARP BLUE CROSS BLUE SHIELD OF MONTANA BIKE WALK HELENA / MONTANA (INCLUDING BIKE WALK HELENA AND BIKE WALK MONTANA)THIS COLLABORATIVE AND MULTI-METHOD APPROACH ENSURED THAT THE CHNA INCORPORATED BOTH QUANTITATIVE AND QUALITATIVE INPUT FROM INDIVIDUALS AND ORGANIZATIONS WITH DEEP KNOWLEDGE OF COMMUNITY HEALTH NEEDS, INCLUDING MEDICALLY UNDERSERVED, LOW-INCOME, AND MINORITY POPULATIONS. THE PROCESS EMPHASIZED BROAD COMMUNITY REPRESENTATION, PUBLIC HEALTH EXPERTISE, AND DATA-INFORMED DECISION-MAKING. |
| SCHEDULE H, PART V, SECTION B, LINE 6A | THE COMMUNITY HEALTH NEEDS ASSESSMENT (CHNA) WAS CONDUCTED COLLABORATIVELY THROUGH THE HEALTHY TOGETHER INITIATIVE.PARTICIPATING HOSPITAL FACILITIES INCLUDED: ST. PETER'S HEALTH SHODAIR CHILDREN'S HOSPITALST. PETER'S HEALTH SERVED AS A MEMBER OF THE HEALTHY TOGETHER STEERING COMMITTEE, WHICH GUIDED THE OVERALL CHNA PROCESS. WHILE SHODAIR CHILDREN'S HOSPITAL WAS NOT A FORMAL MEMBER OF THE STEERING COMMITTEE, IT ACTIVELY PARTICIPATED IN THE CHNA PROCESS THROUGH ENGAGEMENT IN THE HEALTHY TOGETHER TASK FORCE AND PARTICIPATION IN APPLICABLE COMMUNITY COALITIONS CONTRIBUTING TO THE ASSESSMENT.ADDITIONAL OUTREACH EFFORTS WERE MADE TO ENGAGE OTHER REGIONAL HOSPITAL FACILITIES, INCLUDING BENEFIS HEALTH SYSTEM AND THE MONTANA VA HEALTH CARE SYSTEM; HOWEVER, THESE ORGANIZATIONS WERE NOT FORMALLY INVOLVED IN THE CHNA PROCESS. |
| SCHEDULE H, PART V, SECTION B, LINE 6B | THE COMMUNITY HEALTH NEEDS ASSESSMENT WAS CONDUCTED BY THE HEALTHY TOGETHER STEERING COMMITTEE. THE FOLLOWING NON-HOSPITAL ORGANIZATIONS WERE INCLUDED ON THE HEALTHY TOGETHER STEERING COMMITTEE: LEWIS AND CLARK PUBLIC HEALTH, PUREVIEW HEALTH CENTER, UNITED WAY OF LEWIS AND CLARK AREA, ROCKY MOUNTAIN DEVELOPMENT COUNCIL, INC. AND HELENA INDIAN ALLIANCE. |
| SCHEDULE H, PART V, SECTION C, LINE 11 | ST. PETER'S HEALTH (SPH) CONTINUES TO DEMONSTRATE ITS COMMITMENT TO IMPROVING THE HEALTH AND WELL-BEING OF THE COMMUNITY IT SERVES. FISCAL YEAR 2025 (FY25) MARKED AN EVOLUTION IN HOW COMMUNITY HEALTH NEEDS WERE IDENTIFIED AND ADDRESSED THROUGH ENHANCED COLLABORATION, SHARED LEADERSHIP, AND DATA-INFORMED DECISION-MAKING. SPH WORKED ALONGSIDE LOCAL PARTNERS THROUGH THE HEALTHY TOGETHER INITIATIVE TO ENSURE THAT COMMUNITY HEALTH IMPROVEMENT EFFORTS ARE COORDINATED, RESPONSIVE, AND ALIGNED WITH THE MOST PRESSING NEEDS IDENTIFIED IN THE COMMUNITY HEALTH NEEDS ASSESSMENT (CHNA).THE FINDINGS FROM THE MOST RECENT CHNA INFORMED TWO DISTINCT BUT INTERCONNECTED PLANS:ST. PETER'S HEALTH IMPLEMENTATION STRATEGY:DEVELOPED BY THE POPULATION HEALTH TEAM IN COLLABORATION WITH EXECUTIVE LEADERSHIP, THIS SYSTEM-SPECIFIC PLAN OUTLINES MEASURABLE INITIATIVES TO ADDRESS THE HIGHEST-PRIORITY HEALTH NEEDS IDENTIFIED IN THE CHNA. IT GUIDES HOW SPH ALLOCATES RESOURCES, DEVELOPS PROGRAMS, AND STRENGTHENS PARTNERSHIPS TO IMPROVE HEALTH OUTCOMES ACROSS ITS SERVICE AREA.COMMUNITY HEALTH IMPROVEMENT PLAN (CHIP):LED BY THE HEALTHY TOGETHER STEERING COMMITTEE, THIS COMMUNITY-WIDE PLAN REFLECTS SHARED PRIORITIES ACROSS HEALTHCARE, PUBLIC HEALTH, NONPROFIT, AND GOVERNMENT PARTNERS. THE CHIP ESTABLISHES COORDINATED STRATEGIES TO ADDRESS COMMUNITY-WIDE NEEDS, ADVANCE HEALTH EQUITY, AND IMPROVE OVERALL QUALITY OF LIFE.BASED ON THE FINDINGS OF THE MOST RECENT CHNA, SPH IDENTIFIED AND IS ACTIVELY ADDRESSING THE FOLLOWING PRIORITY HEALTH NEEDS: ACCESS TO HEALTHCARE SERVICES BEHAVIORAL HEALTH CHRONIC DISEASE HOUSINGSPH ADDRESSES THESE NEEDS THROUGH A COMBINATION OF DIRECT SERVICE DELIVERY, CARE TRANSFORMATION INITIATIVES, AND CROSS-SECTOR PARTNERSHIPS. KEY STRATEGIES INCLUDE EXPANDING ACCESS TO INTEGRATED BEHAVIORAL HEALTH SERVICES, STRENGTHENING CARE COORDINATION FOR HIGH-RISK POPULATIONS, ADDRESSING SOCIAL DRIVERS OF HEALTH SUCH AS HOUSING INSTABILITY, AND IMPROVING ACCESS TO PREVENTIVE AND PRIMARY CARE SERVICES. THESE EFFORTS ARE IMPLEMENTED THROUGH PROGRAMS SUCH AS CARE MANAGEMENT, COMMUNITY HEALTH WORKERS, PEER SUPPORT SERVICES, AND COMMUNITY-BASED PARTNERSHIPS ALIGNED WITH BOTH THE IMPLEMENTATION STRATEGY AND THE CHIP.AS WITH ALL TAX-EXEMPT ORGANIZATIONS, SPH PRIORITIZES THOSE COMMUNITY HEALTH NEEDS THAT REQUIRE THE MOST IMMEDIATE ATTENTION AND WHERE IT CAN HAVE THE GREATEST IMPACT. WHILE SPH IS ACTIVELY ADDRESSING ALL IDENTIFIED PRIORITY AREAS, THE SCOPE AND SCALE OF INTERVENTIONS MAY VARY BASED ON AVAILABLE RESOURCES, ORGANIZATIONAL CAPACITY, AND COMMUNITY PARTNERSHIP ALIGNMENT. THROUGH THE HEALTHY TOGETHER COLLABORATIVE, SPH WORKS WITH COMMUNITY PARTNERS TO ENSURE THAT ALL IDENTIFIED NEEDS ARE ADDRESSED COLLECTIVELY, EVEN IF SPH IS NOT THE LEAD ORGANIZATION FOR EVERY STRATEGY. OTHER ORGANIZATIONS WITHIN THE COLLABORATIVE MAY TAKE PRIMARY RESPONSIBILITY FOR CERTAIN INITIATIVES BASED ON THEIR EXPERTISE, MISSION, AND RESOURCES.THIS COORDINATED APPROACH ENSURES THAT ALL SIGNIFICANT HEALTH NEEDS IDENTIFIED IN THE CHNA ARE ADDRESSED THROUGH A SHARED, COMMUNITY-WIDE EFFORT, EVEN WHEN RESPONSIBILITY FOR SPECIFIC STRATEGIES IS DISTRIBUTED ACROSS MULTIPLE PARTNERS. |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Facility | 5 | FacilityNum |
Oth Hlth Care Fclts Not Hospital OthHlthCareFcltsNotHospitalGrp
Oth Hlth Care Fclts OthHlthCareFcltsGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | FacilityFacilityTxt |
|---|---|---|---|---|
| 1 - HOSPICE & HOMELINK OF ST PETERS HOSPITAL | ||||
| 201 SOUTH CALIFORNIA | HELENA | MT | 59601 | HOSPICE & HOME HEALTH |
| 2 - APEX OF ST PETERS HOSPITAL | ||||
| 201 SOUTH CALIFORNIA | HELENA | MT | 59601 | HOME OXYGEN SERVICES |
| 3 - ST PETER'S MEDICAL GROUP BROADWAY | ||||
| 2550 BROADWAY | HELENA | MT | 59601 | PHYSICIAN CLINIC |
| 4 - ST PETER'S MEDICAL GROUP NORTH | ||||
| 3330 PTARMIGAN LANE | HELENA | MT | 59602 | PHYSICIAN CLINIC |
| 5 - ST PETER'S HEALTH - TOWNSEND CLINIC | ||||
| 515 S FRONT ST | TOWNSEND | MT | 59644 | PHYSICIAN CLINIC |
Supplemental Information Detail SupplementalInformationDetail (14 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 3C: | ST. PETER'S HEALTH USES ASSET LEVELS AND MEDICAL INDIGENCY IN DETERMINING ELIGIBILITY FOR FINANCIAL ASSISTANCE |
| PART I, LINE 6A: | THE ORGANIZATION FILES THE NONPROFIT HOSPITAL, CRITICAL ACCESS HOSPITAL AND RURAL EMERGENCY HOSPITAL REPORT WITH DEPARTMENT OF PUBLIC HEALTH & HUMAN SERVICES OF MONTANA. THE REPORT INCLUDES THE IRS FORM 990, FIANANCIAL ASSISTANCE POLICY, AND COMMUNITY BENEFIT PLAN FOR THE YEAR. |
| PART I, LINE 7: | THE ORGANIZATION USED AN INTERNAL COST ALLOCATION SYSTEM FOR LINES 7A, 7B, AND 7G, WHICH ADDRESSES ALL PATIENT SEGMENTS. COSTS ARE ESTIMATED BY ALLOCATING DEPARTMENTAL COSTS BASED ON DIRECT COSTS MINUS ANY OTHER OPERATING REVENUE, FOLLOWED BY AN ALLOCATION OF BENEFITS, DEPRECIATION, AND OTHER OVERHEAD COSTS. INFORMATION FOR LINES 7E AND 7I WAS DERIVED FROM THE GENERAL LEDGER AND OTHER FINANCIAL DATA SPECIFICALLY RELATED TO THE VARIOUS TYPES OF COMMUNITY BENEFITS. |
| PART I, LN 7 COL(F): | SEE FOOTNOTE 1, ACCOUNTS RECEIVABLE, PATIENT, OF THE FINANCIAL STATEMENTS. |
| PART III, LINE 2: | THE HOSPITAL ANALYZES ITS PAST HISTORY AND IDENTIFIES TRENDS FOR EACH OF ITS MAJOR PAYER SOURCES OF REVENUE TO ESTIMATE THE APPROPRIATE ALLOWANCE FOR DOUBTFUL ACCOUNTS AND PROVISION FOR UNCOLLECTIBLE ACCOUNTS. MANAGEMENT REGULARLY REVIEWS DATA ABOUT THESE MAJOR PAYER SOURCES OF REVENUE IN EVALUATING THE SUFFICIENCY OF THE ALLOWANCE FOR DOUBTFUL ACCOUNTS. BAD DEBT EXPENSE IS REPORTED AT CHARGES AS RECORDED BY THE ORGANIZATION. BAD DEBT EXPENSE IS REPORTED NET OF DISCOUNTS AND CONTRACTUAL ALLOWANCES. A PAYMENT ON AN ACCOUNT PREVIOUSLY WRITTEN OFF REDUCES BAD DEBT EXPENSE IN THE CURRENT YEAR. |
| PART III, LINE 3: | TO DETERMINE THE PORTION OF BAD DEBT THAT SHOULD BE CONSIDERED A COMMUNITY BENEFIT, A HISTORICAL PERCENTAGE WAS USED. THIS APPROACH WAS TAKEN TO RECLASSIFY THE PORTION OF BAD DEBT EXPENSE THAT WOULD HAVE BEEN CONSIDERED CHARITY CARE IF THE INDIVIDUAL HAD COMPLETED THE FINANCIAL ASSISTANCE APPLICATION. |
| PART III, LINE 9B: | ST. PETER'S HEALTH RECOGNIZES ITS RESPONSIBILITY TO RENDER NECESSARY HEALTH CARE SERVICES TO ALL PERSONS IN NEED OF SUCH CARE, REGARDLESS OF RACE, CREED, COLOR, OR ECONOMIC CIRCUMSTANCES. ST. PETER'S HEALTH ACKNOWLEDGES THAT PAYMENT FOR SERVICES RENDERED IS DUE AND PAYABLE AT THE TIME OF SERVICE. THE HOSPITAL ACCEPTS INSURANCE ASSIGNMENTS AND OTHER APPROVED ARRANGEMENTS FOR DELAYED PAYMENT. FINANCIAL ASSISTANCE IS AVAILABLE FOR ALL QUALIFIED PATIENTS. PATIENTS NOT COVERED BY INSURANCE OR UNABLE TO PAY IN FULL FOR SERVICES RENDERED MUST CONTACT THE APPROPRIATE PATIENT ACCOUNT REPRESENTATIVE, WHO WILL ASSIST THE PATIENT AND/OR FAMILY IN DETERMINING IF THEY QUALIFY FOR PATIENT ASSISTANCE. COLLECTION ACTIVITY WILL BE SUSPENDED WHILE A FINANCIAL ASSISTANCE APPLICATION IS UNDER REVIEW. |
| PART VI, LINE 2: | THE NEEDS ASSESSMENT IS A TWO-PART PROCESS. FIRST, ST. PETER'S HEALTH IDENTIFIES THE HEALTH NEEDS FACING THE COMMUNITY BY CONDUCTING A COMMUNITY HEALTH NEEDS ASSESSMENT (CHNA) EVERY THREE YEARS IN PARTNERSHIP WITH A THIRD-PARTY VENDOR, PROFESSIONAL RESEARCH CONSULTANTS, INC., OF OMAHA, NEBRASKA. THIS CHNA INCLUDES A RANDOM SAMPLE TELEPHONE SURVEY OF COMMUNITY RESIDENTS ON THEIR HEALTH CONDITIONS, BEHAVIORS, AND PREFERENCES, AS WELL AS AN ONLINE KEY INFORMANT SURVEY TARGETED TO INDIVIDUALS WITH A BROAD VIEW OF COMMUNITY HEALTH. ST. PETER'S PARTNERED WITH LEWIS AND CLARK PUBLIC HEALTH TO PLAN AND DEVELOP THE SURVEY INSTRUMENTS. SECOND, THE ST. PETER'S HEALTH POPULATION HEALTH TEAM REVIEWS THE CHNA TO UNDERSTAND THE IDENTIFIED COMMUNITY NEEDS AND DEVELOP A MEASURABLE PLAN (AN IMPLEMENTATION STRATEGY) THAT FOCUSES ON THE AREAS OF GREATEST NEED, TAKING INTO ACCOUNT THE TOTAL AVAILABLE RESOURCES TO EFFECTIVELY ADDRESS THOSE ISSUES. THE IMPLEMENTATION STRATEGY CREATES A STRATEGIC PLAN TO FOCUS ENERGY, RESOURCES, POLICIES, PROJECTS, AND PROGRAMS THAT WILL BE MOST EFFECTIVE IN IMPROVING THE HEALTH OF THE COMMUNITY. AFTER A SERIES OF STRATEGIC PLANNING MEETINGS, THE DRAFT IMPLEMENTATION STRATEGY IS PRESENTED TO THE ST. PETER'S HEALTH (SPH) JOINT STRATEGIC OPERATIONS, WHERE THE ORGANIZATION'S LEADERS REVIEW THE PLAN TO ADDRESS THE IDENTIFIED NEEDS WITHIN ST. PETER'S HEALTH SERVICE AREA. ONCE THE IMPLEMENTATION STRATEGY IS REVIEWED THROUGH THE EXECUTIVE LEADERSHIP TEAM, IT IS PRESENTED, DISCUSSED, AND APPROVED AT THE ST. PETER'S HEALTH SYSTEM BOARD AND PUBLISHED ON THE SPH WEBSITE. |
| PART VI, LINE 3: | ST. PETER'S HEALTH (1) POSTS ITS CHARITY CARE POLICY ON ITS WEBSITE AS WELL AS AT THE ADMITTING DESK, EMERGENCY ROOM, ON MONTHLY STATEMENTS, AND IN CASHIER AREAS WHERE ELIGIBLE PATIENTS ARE LIKELY TO BE PRESENT; (2) OFFERS A SUMMARY OF THE POLICY AND APPLICATION TO SELF-PAY PATIENTS WITH CONTACT INFORMATION AS PART OF THE INTAKE PROCESS; (3) PROVIDES A COPY OF FINANCIAL ASSISTANCE CONTACT INFORMATION TO PATIENTS WITH DISCHARGE MATERIALS; AND (4) HAS FINANCIAL COUNSELORS WHO DISCUSS WITH PATIENTS EXPECTING TO OWE MORE THAN $500 THE AVAILABILITY OF PATIENT ASSISTANCE AND VARIOUS GOVERNMENT BENEFITS, SUCH AS MEDICAID OR STATE PROGRAMS, AND ASSIST PATIENTS WITH QUALIFICATION FOR SUCH PROGRAMS WHERE APPLICABLE. ST. PETER'S HEALTH ALSO COLLABORATES WITH ORGANIZATIONS SUCH AS SOCIETY, GOD'S LOVE, NAMI, SUSAN G. KOMEN, YWCA, AND THE FRIENDSHIP CENTER. |
| PART VI, LINE 4: | ST. PETER'S HOSPITAL IS A 123-BED ACUTE CARE HOSPITAL FACILITY SERVING RESIDENTS OF LEWIS AND CLARK COUNTY AND PORTIONS OF JEFFERSON, BROADWATER, MEAGHER, AND POWELL COUNTIES. ST. PETER'S IS THE SOLE FACILITY IN THE PRIMARY SERVICE AREA. THE HOSPITAL'S FINANCIAL PAYOR MIX CONSISTED OF 1.7% SELF-PAY PATIENTS, 15.5% MEDICAID PATIENTS, AND 49.4% MEDICARE PATIENTS. APPROXIMATELY 20.3% OF THE POPULATION IS AGE 65 AND OLDER, AND ABOUT 8.6% OF THE POPULATION IS BELOW THE FEDERAL POVERTY LEVEL. THE NEAREST HOSPITAL IN THE AREA IS APPROXIMATELY 35 MILES FROM THE ST. PETER'S CAMPUS. |
| PART VI, LINE 5: | THE ORGANIZATION'S GOVERNING BODY MEMBERS RESIDE IN THE COMMUNITY. MEDICAL STAFF PRIVILEGES ARE EXTENDED TO ALL QUALIFIED PHYSICIANS IN THE COMMUNITY. SURPLUS FUNDS ARE USED TO MAKE CAPITAL PURCHASES AND UPGRADES TO THE FACILITIES.ST. PETER'S HEALTH IS THE SOLE ACUTE CARE PROVIDER IN THE PRIMARY SERVICE AREA AND OPERATES AN EMERGENCY ROOM AND TWO URGENT CARE CLINICS. THE PRIMARY SERVICE AREA IS MADE UP OF LEWIS AND CLARK COUNTY AND THE NORTHERN PORTION OF JEFFERSON COUNTY. OUT-MIGRATION IS GENERALLY LIMITED TO TERTIARY SERVICES NOT AVAILABLE AT ST. PETER'S HEALTH, INCLUDING CARDIAC SURGERY AND NEONATAL CARE.ST. PETER'S HEALTH PROVIDES CARE TO ALL PATIENTS REGARDLESS OF THEIR ABILITY TO PAY. ST. PETER'S HEALTH MAINTAINS CHARGES AS ONE OF THE LOWEST HOSPITALS WITHIN THE STATE, DEPENDING ON THE SERVICES BEING PROVIDED. ST. PETER'S HEALTH SPONSORS SEVERAL WELLNESS SCREENINGS, HEALTH FAIRS, AND EDUCATIONAL LECTURES, CLASSES, AND EVENTS THROUGHOUT THE YEAR TO IMPROVE THE HEALTH AND WELL-BEING OF THE COMMUNITY.ST. PETER'S HEALTH ENSURES THAT ITS PATIENTS, THEIR FAMILIES, AND PERSONNEL HAVE SPIRITUAL CARE AVAILABLE TO THEM. SPH RESPECTS NATIVE AMERICAN CULTURE AND THE CEREMONIES THAT ARE IMPORTANT TO MEETING SPIRITUAL AND CULTURAL NEEDS AND PROMOTING OPTIMAL HEALING OF NATIVE AMERICAN PATIENTS. IN ORDER TO ENSURE A PATIENT'S RIGHT TO ACCESS THESE CEREMONIES, A PROCEDURE HAS BEEN PUT IN PLACE. CONTINUING EDUCATION IS ALSO PROVIDED TO MEMBERS OF THE MEDICAL COMMUNITY ON AN ONGOING BASIS. IN ADDITION, ST. PETER'S HEALTH RECORDED 10,000 VOLUNTEER HOURS FROM COMMUNITY MEMBERS ASSISTING IN A VARIETY OF ROLES WITHIN THE ORGANIZATION.ST. PETER'S HEALTH MAKES CASH AND IN-KIND DONATIONS TO A VARIETY OF ORGANIZATIONS WITHIN THE COMMUNITY. THIS INCLUDES, BUT IS NOT LIMITED TO, HELENA FOOD SHARE, HELENA EDUCATION FOUNDATION, CARROLL COLLEGE, NAMI, THE PRICKLY PEAR LAND TRUST, GREAT DIVIDE SKI PATROL, AND OTHERS. DONATIONS WERE MADE TO ASSIST THESE ORGANIZATIONS IN SUPPORTING THEIR VARIOUS PROGRAMS. |
| PART VI, LINE 6: | ST. PETER'S HEALTH, A PRIVATE COMMUNITY HOSPITAL IS AFFILIATED WITH A 100% OWNER ST. PETER'S HEALTH FOUNDATION WHICH BENEFITS AND SUPPORTS THE HOSPITAL BY FUNDRAISING. IN ADDITION, ST. PETER'S HEALTH OWNS 65% OF PEAK HEALTH REALTY LLC AND PEAK HEALTH HELENA LLC. PEAK HEALTH REALTY OWNS THE BUILDING AND RECEIVES RENTS ASSOCIATED WITH CAPITAL CITY HEALTH CLUB. THE OPERATIONS AND FINANCIALS FOR CAPITAL CITY HEALTH CLUB ARE MAINTAINED BY PEAK HEALTH HELENA. |
| PART VI, LINE 7, REPORTS FILED WITH STATES | MT |
| SCHEDULE H, PART VI, LINE 7 | THE STATE FILING OF THE COMMUNITY BENEFIT REPORT GOES THRU MHA (MONTANA HOSPITAL ASSOCIATION). |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Purpose Of GrantPurposeOfGrantTxt | Recipient EINRecipientEIN |
|---|---|---|---|---|---|---|---|---|
| HELENA PUBLIC SCHOOLS | ||||||||
| 1325 POPLAR ST | HELENA | MT | 59601 | HELENA | $20,000 | $0 | SPONSORHIP OF HELENA SCHOOLS ATHLETIC/ACTIVITY, REINFORCING IMPORTANCE OF PHYSICAL AND SOCIAL ACTIVITY ON THE OVERALL HEALTH AND WELLNESS OF OUR COMMUNITY | |
| CARROLL COLLEGE ATHLETICS | ||||||||
| 1601 N BENTON AVE | HELENA | MT | 59625 | 501(C)(3) | $17,500 | $0 | ATHLETIC CORPORATE SPONSORHIP | 810231774 |
| HELENA COMMUNITY GARDENS | ||||||||
| PO BOX 1222 | HELENA | MT | 59624 | 501(C)(3) | $5,500 | $0 | FUNDS FOR MULTIPLE GARDEN UPDATES AND INFRASTRUCTURE NEEDS | 810510168 |
| ST PETER'S HEALTH FOUNDATION | ||||||||
| 2500 BROADWAY STREET | HELENA | MT | 59601 | 501(C)(3) | $43,739 | $0 | TO FUND ENDOWMENT | 810392270 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 4 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | ST. PETER'S HEALTH PR & MARKETING DEPARTMENT CAPTURES SPONSORSHIP AND DONATION REQUESTS [CONTRIBUTION REQUESTS] THROUGH A SPECIFIC APPLICATION AND GUIDELINE FORM BUILT INTO OUR WEBSITE (SPHEALTH.ORG). THE FORM BEGINS WITH OUTLINING THE HOSPITAL'S GUIDELINES FOR GIVING AND SUPPORTING, I.E., MUST BE RELATED TO HEALTH AND WELLNESS, THE ORGANIZATION OR ACTIVITY MUST BE WITHIN OUR FIVE-COUNTY SERVICE AREA, MUST BE A TAX-EXEMPT 501(C)(3) NONPROFIT, PUBLIC AGENCY OR SCHOOL, FUNDS ARE GENERALLY DENIED FOR POLITICAL ACTIVITIES, RELIGIOUS PURPOSES, ETC. ONCE THE REQUEST IS RECEIVED, IT IS REVIEWED BY PR & MARKETING TEAM MEMBERS TO ENSURE THE ASK MEETS OUR GUIDELINES, AND THEN APPROVALS ARE DONE VIA EMAIL. THE APPROVAL EMAIL OUTLINES THE AMOUNT THAT WILL BE COVERED AND VERBALIZES HOW THE FUNDS WILL BE USED (AS OUTLINED PER THE GUIDELINES ON THE ORIGINAL FORM). | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Club Dues Or Fees | Yes (X) | ClubDuesOrFeesInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (1) | 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 (12 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| LAUREN SHEA | ||||||||||||||
| MD | $849,642 | $0 | $603,827 | $0 | $4,326 | $0 | $40,582 | $0 | $29,303 | $0 | $1,527,680 | $0 | $0 | $0 |
| CHRISTOPHER LINDSAY | ||||||||||||||
| MD | $951,191 | $0 | $333,356 | $0 | $0 | $0 | $17,379 | $0 | $13,740 | $0 | $1,315,666 | $0 | $0 | $0 |
| DRAKE MCARTHUR | ||||||||||||||
| PHYSICIAN | $490,259 | $0 | $538,685 | $0 | $25,694 | $0 | $20,700 | $0 | $33,091 | $0 | $1,108,429 | $0 | $0 | $0 |
| WADE JOHNSON | ||||||||||||||
| CEO | $396,617 | $0 | $476,846 | $0 | $67,885 | $0 | $43,700 | $0 | $33,051 | $0 | $1,018,099 | $0 | $476,856 | $0 |
| BRANDON NEWGARD | ||||||||||||||
| MD | $811,592 | $0 | $145,825 | $0 | $822 | $0 | $20,700 | $0 | $34,968 | $0 | $1,013,907 | $0 | $0 | $0 |
| KEVIN BROWN | ||||||||||||||
| DO | $435,323 | $0 | $472,888 | $0 | $480 | $0 | $43,689 | $0 | $36,514 | $0 | $988,894 | $0 | $0 | $0 |
| TODD WAMPLER | ||||||||||||||
| PRESIDENT SPMG | $497,756 | $0 | $0 | $0 | $480 | $0 | $20,313 | $0 | $34,378 | $0 | $552,927 | $0 | $0 | $0 |
| NATHAN COBURN | ||||||||||||||
| CFO | $374,558 | $0 | $0 | $0 | $23,508 | $0 | $43,700 | $0 | $37,557 | $0 | $479,323 | $0 | $0 | $0 |
| STEPHEN MASON | ||||||||||||||
| EXECUTIVE VP | $325,466 | $0 | $0 | $0 | $0 | $0 | $20,208 | $0 | $28,113 | $0 | $373,787 | $0 | $0 | $0 |
| KERRY HALE | ||||||||||||||
| CHIEF OF STAFF | $183,388 | $0 | $0 | $0 | $86,074 | $0 | $32,039 | $0 | $33,401 | $0 | $334,902 | $0 | $0 | $0 |
| BRIAN LEE | ||||||||||||||
| COO | $185,326 | $0 | $0 | $0 | $18,005 | $0 | $13,087 | $0 | $38,269 | $0 | $254,687 | $0 | $0 | $0 |
| SHELLY HARKINS | ||||||||||||||
| CMO | $56,001 | $0 | $0 | $0 | $75,005 | $0 | $6,712 | $0 | $39,735 | $0 | $177,453 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 1A | THE ORGANIZATION PURCHASED A SOCIAL CLUB MEMBERSHIP UTILIZED FOR DEVELOPMENT AND OTHER APPROPRIATE BUSINESS PURPOSES BY THE CEO AND OTHER EMPLOYEES ON BEHALF OF THE HOSPITAL AND ITS RELATED FOUNDATION. |
| PART I, LINE 4B | THE ORGANIZATION CONTRIBUTED $476,846 TO A 457(F) PLAN ON BEHALF OF WADE JOHNSON. |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (2 entries)
| Bond ReferenceBondReferenceCd | Bond Issuer EINBondIssuerEIN | Bond IssuedBondIssuedDt | Issue PriceIssuePriceAmt | PurposePurposeDesc | DefeasedDefeasedInd | On Behalf Of IssuerOnBehalfOfIssuerInd | Pool FinancingPoolFinancingInd |
|---|---|---|---|---|---|---|---|
| MONTANA FACILITY FINANCE AUTHORITY | |||||||
| A | 364615155 | 2015-04-29 | $14,945,000 | REFINANCE 2007 BOND SERIES | 0 | 0 | 0 |
| MONTANA FACILITY FINANCE AUTHORITY | |||||||
| B | 364615155 | 2021-05-28 | $23,000,000 | FINANCE EQUIPMENT | 0 | 0 | 0 |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (2 entries)
| Bond ReferenceBondReferenceCd | RetiredRetiredAmt | Total ProceedsTotalProceedsAmt | Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt | Other Spent ProceedsOtherSpentProceedsAmt | Substantial CompletionSubstantialCompletionYr | Refunding Tax Exempt BondsRefundingTaxExemptBondsInd | Refunding Taxable BondsRefundingTaxableBondsInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd | Capital ExpendituresCapitalExpendituresAmt |
|---|---|---|---|---|---|---|---|---|---|---|
| A | $13,310,000 | $14,945,000 | $253,212 | $14,691,787 | 2015 | 0 | Yes (1) | Yes (1) | Yes (1) | |
| B | $8,695,918 | $23,000,000 | $86,400 | 2024 | 0 | 0 | Yes (1) | Yes (1) | $22,913,600 |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (2 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedPropertyInd | Any Lease ArrangementsAnyLeaseArrangementsInd | Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd | Engage Bond Counsel ContractsEngageBondCounselContractsInd | Any Research AgreementsAnyResearchAgreementsInd | Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropInd | Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd |
|---|---|---|---|---|---|---|---|---|
| A | 0 | Yes (1) | Yes (1) | 0 | 0 | 0 | 0 | Yes (1) |
| B | 0 | 0 | Yes (1) | 0 | 0 | 0 | 0 | Yes (1) |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (2 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiledInd | Rebate Not Due YetRebateNotDueYetInd | Exception To RebateExceptionToRebateInd | No Rebate DueNoRebateDueInd | Variable Rate IssueVariableRateIssueInd | Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd | Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd | Gross Proceeds InvestedGrossProceedsInvestedInd | Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd |
|---|---|---|---|---|---|---|---|---|---|
| A | 0 | 0 | 0 | Yes (1) | 0 | 0 | 0 | 0 | Yes (1) |
| B | 0 | Yes (1) | 0 | 0 | 0 | 0 | 0 | 0 | Yes (1) |
Procedures Corrective Action ProceduresCorrectiveActionGrp (2 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | Yes (1) |
| B | Yes (1) |
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| DATE REBATE COMPUTATION PERFORMED | ISSUER NAME: MONTANA FACILITY FINANCE AUTHORITY DATE THE REBATE COMPUTATION WAS PERFORMED: 09/09/2024 |
| PART II, LINE 11, BOND A | THE OTHER SPENT PROCEEDS WERE USED AS AN ADVANCED REFUNDING OF BONDS ISSUED ON MARCH 22, 2007. |
| PART III, LINE 3A | ALL MANAGEMENT AND SERVICE CONTRACTS OF THE ORGANIZATION WERE DETERMINED TO FALL UNDER THE SAFE HARBOR PROVIDED BY REVENUE PROCEDURE 2007-17 AND WILL NOT RESULT IN PRIVATE BUSINESS USE. |
| SCHEDULE K, PART III, LINE 4 & 5 | THERE IS A SMALL AMOUNT OF USE OF THE FINANCED PROPERTY BY HEALTHCARE ORGANIZATIONS OTHER THAN A 501(C )(3) ORGANIZATION. THE USE MEETS AN EXCEPTION TO PRIVATE BUSINESS USE. |
| SCHEDULE K, PART IV, LINE 2C, COLUMN A | THE REBATE COMPUTATION FOR THE 2015 BOND ISSUE IN COLUMN A WAS PERFORMED ON SEPTEMBER 9, 2024 FOR THE PERIOD FROM APRIL 29, 2015 TO JUNE 1, 2024. |
Schedule L IRS990ScheduleL
Loans Btwn Org Interested Prsn LoansBtwnOrgInterestedPrsnGrp (5 entries)
| Relationship With OrgRelationshipWithOrgTxt | Loan PurposeLoanPurposeTxt | Loan From OrganizationLoanFromOrganizationInd | Original PrincipalOriginalPrincipalAmt | Balance DueBalanceDueAmt | DefaultDefaultInd | Board Or Committee ApprovalBoardOrCommitteeApprovalInd | Written AgreementWrittenAgreementInd |
|---|---|---|---|---|---|---|---|
| SHELLY HARKINS | |||||||
| OFFICER | SPLIT DOLLAR LIFE | Yes (X) | $2,652,656 | $1,865,418 | 0 | Yes (1) | Yes (1) |
| KERRY HALE | |||||||
| OFFICER | SPLIT DOLLAR LIFE | Yes (X) | $3,999,765 | $1,966,844 | 0 | Yes (1) | Yes (1) |
| WADE JOHNSON | |||||||
| CEO | SPLIT DOLLAR LIFE | Yes (X) | $672,274 | $300,195 | 0 | Yes (1) | Yes (1) |
| BRIAN LEE | |||||||
| COO | SPLIT DOLLAR LIFE | Yes (X) | $209,497 | $155,451 | 0 | Yes (1) | Yes (1) |
| KARI KOEHLER | |||||||
| CNO | SPLIT DOLLAR LIFE | Yes (X) | $520,351 | $419,799 | 0 | Yes (1) | Yes (1) |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Balance Due | $4,707,707 | TotalBalanceDueAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART II | FormAndLineReferenceDesc |
| Explanation | RELATIONSHIP WITH THE ORGANIZATION: SHELLY HARKINS IS THE CHIEF MEDICAL OFFICER AND A KEY EMPLOYEE OF THE ST. PETER'S HEALTH. SHELLY HARKINS'S LOAN FROM ST. PETER'S HEALTH IS FOR A SPLIT-DOLLAR LIFE INSURANCE POLICY.RELATIONSHIP WITH THE ORGANIZATION: KEERY HALE IS THE CHIEF OF STAFF AND AN OFFICER OF THE ST. PETER'S HEALTH. KEERY HALE'S LOAN FROM ST. PETER'S HEALTH IS FOR A SPLIT-DOLLAR LIFE INSURANCE POLICY.RELATIONSHIP WITH THE ORGANIZATION: WADE JOHNSON IS THE CHIEF EXECUTIVE OFFICER OF THE ST. PETER'S HEALTH. WADE JOHNSON'S LOAN FROM ST. PETER'S HEALTH IS FOR A SPLIT-DOLLAR LIFE INSURANCE POLICY.RELATIONSHIP WITH THE ORGANIZATION: BRIAN LEE IS THE CHIEF OPERATING OFFICER OF THE ST. PETER'S HEALTH. BRIAN LEE'S LOAN FROM ST. PETER'S HEALTH IS FOR A SPLIT-DOLLAR LIFE INSURANCE POLICY.RELATIONSHIP WITH THE ORGANIZATION: KARI KOEHLER IS THE CHIEF NURSING OFFICER OF THE ST. PETER'S HEALTH. KARI KOEHLER'S LOAN FROM ST. PETER'S HEALTH IS FOR A SPLIT-DOLLAR LIFE INSURANCE POLICY. | ExplanationTxt |
Schedule M IRS990ScheduleM
Real Estate Other RealEstateOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $375,000 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, COLUMN (B): | FormAndLineReferenceDesc |
| Explanation | COLUMN B REPRESENTS THE NUMBER OF CONTRIBUTIONS. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 3 | VP OF PEOPLE SERVICES (HR) IS CURRENTLY HELD BY AN OUTSIDE CONSULTANT NEIL FAUX, SPC ADVISORS INC. |
| FORM 990, PART VI, SECTION B, LINE 11B | A DRAFT OF THE FORM 990 IS REVIEWED BY THE CEO, CFO AND FINANCE COMMITTEE. A COPY OF THE FINAL FORM 990 IS PROVIDED TO THE FULL BOARD PRIOR TO FILING WITH THE IRS. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE CONFLICT-OF-INTEREST POLICY COVERS ALL BOARD MEMBERS, OFFICERS, SENIOR ADMINISTRATION AND KEY EMPLOYEES. THE BOARD IDENTIFIES POTENTIAL CONFLICTS AND DETERMINES IF VOTING ON RELATED ITEMS WOULD BE A CONFLICT OF INTEREST. IF A CONFLICT IS DETERMINED TO EXIST, THE CONFLICTED INDIVIDUAL IS EXCLUDED FROM VOTING ON THE CONFLICTED ITEM. ALL EMPLOYEES SUBMIT A CONFLICT-OF-INTEREST FORM UPON HIRE AND ANNUALLY THEREAFTER. ACTUAL CONFLICTS ARE REVIEWED BY THE CORPORATE COMPLIANCE OFFICER. |
| FORM 990, PART VI, SECTION B, LINE 15 | REVIEW OF CEO AND OTHER OFFICER OR KEY EMPLOYEES COMPENSATION: AN INDEPENDENT CONSULTANT IS HIRED TO REVIEW COMPENSATION FOR THE CEO AND OTHER KEY OFFICERS AND EMPLOYEES. IN AUGUST 2022, SULLIVAN COTTER WAS RETAINED TO COMPLETE A TOTAL COMPENSATION ANALYSIS FOR THE TOP LEADERSHIP TEAM INCLUDING THE CEO. SULLIVAN COTTER EVALUATED THE TOTAL COMPENSATION PROGRAM TO ENSURE THE STRUCTURE OF THE COMPENSATION COMPONENTS AND TOTAL VALUE WERE COMPETITIVE AND ALIGNED WITH THE EXECUTIVE COMPENSATION STRATEGY. IN ADDITION, SULLIVAN COTTER PROVIDED COMPETITIVE MARKET INFORMATION TO SUPPORT RECOMMENDATIONS FOR EACH EXECUTIVE POSITION. THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS REVIEWS AND APPROVES SALARY ADJUSTMENTS FOR THE CEO AND OTHER KEY OFFICERS. |
| FORM 990, PART VI, SECTION C, LINE 19 | GOVERNING DOCUMENTS AVAILABLE TO THE PUBLIC: THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. |
| FORM 990, PART IX, LINE 11G | HOSTING ARRANGEMENT FEES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 600,754. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 600,754. NONMEDICAL FEES: PROGRAM SERVICE EXPENSES 223,294. MANAGEMENT AND GENERAL EXPENSES 9,153,699. FUNDRAISING EXPENSES 944. TOTAL EXPENSES 9,377,937. PHYSCIAN FEES: PROGRAM SERVICE EXPENSES 6,529,767. MANAGEMENT AND GENERAL EXPENSES 990,834. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 7,520,601. PURCHASED SERVICES: PROGRAM SERVICE EXPENSES 11,993,839. MANAGEMENT AND GENERAL EXPENSES 15,745,458. FUNDRAISING EXPENSES 131,252. TOTAL EXPENSES 27,870,549. |
| FORM 990, PART XI, LINE 9: | MINIMUM PENSION LIABILITY ADJUSTMENT 5,028,494. CHANGE IN INTEREST IN FOUNDATION NET ASSETS 828,825. OTHER ASSISTANCE FROM FOUNDATION -470,797. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ST PETER'S HEALTH FOUNDATION | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2475 BROADWAY | AddressLine1Txt |
| City | HELENA | CityNm |
| State Abbreviation | MT | StateAbbreviationCd |
| ZIP | 59601 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 810392270 | EIN |
| Primary Activities | FUNDRAISING | PrimaryActivitiesTxt |
| Legal Domicile State | MT | LegalDomicileStateCd |
| Exempt Code Section | 501(C)(3) | ExemptCodeSectionTxt |
| Public Charity Status | LINE 7 | PublicCharityStatusTxt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SPH | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Organization | Yes (1) | ControlledOrganizationInd |
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Predominant Income TypePredominantIncomeTypeTxt | Share Of Total IncomeShareOfTotalIncomeAmt | Share Of EOY AssetsShareOfEOYAssetsAmt | Disproportionate AllocationsDisproportionateAllocationsInd | General Or Managing PartnerGeneralOrManagingPartnerInd | OwnershipOwnershipPct |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| PEAK HEALTH REALTY LLC | |||||||||||||
| 2475 BROADWAY | HELENA | MT | 59601 | 272492966 | RENTAL PROPERTY | MT | SPH | UNRELATED | $270,460 | $3,967,666 | 0 | 0 | 0.65000 |
| PEAK HEALTH HELENA LLC | |||||||||||||
| 2475 BROADWAY | HELENA | MT | 59601 | 272493096 | HEALTH CLUB | MT | SPH | UNRELATED | $311,374 | $504,850 | 0 | 0 | 0.65000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (1) | 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 | Yes (1) | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (1) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (1) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | 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 | Yes (1) | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (3 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| ST PETER'S HEALTH FOUNDATION | ||
| C | $5,494,163 | INTERCO AMOUNT |
| PEAK HEALTH REALTY LLC | ||
| S | $260,000 | FMV |
| PEAK HEALTH HELENA LLC | ||
| S | $130,000 | FMV |
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