2026-04-15T10:41:44-05:00 2025-05-31 390859910 BAKER TILLY ADVISORY GROUP LP 66 HUDSON BLVD E SUITE 2200 NEW YORK NY 10001 990 2024-06-01 810233121 ST PETER'S HEALTH STPE 4064422480 2475 BROADWAY HELENA MT 59601 NATHAN COBURN CHIEF FINANCIAL OFFICER 4064422480 2026-04-14 1 1 MARY-EVELYN ANTONETTI P00431862 2126976900 2026-04-14 2024 2025-03-06 01:10:19Z NATHAN COBURN 2475 BROADWAY HELENA MT 59601 413395108 0 X SPHEALTH.ORG X 1986 MT TO IMPROVE THE HEALTH, WELLNESS AND QUALITY OF LIFE OF THE PEOPLE AND COMMUNITIES WE SERVE. 13 12 2268 211 950362 605814 5552047 6494195 332030362 364921232 28186247 9635616 4343212 2711845 370111868 383762888 135635 134989 0 0 178409639 197692187 0 0 2333159 159097325 186907485 337642599 384734661 32469269 -971773 465064719 446678284 103544712 76897235 361520007 369781049 TO IMPROVE THE HEALTH, WELLNESS AND QUALITY OF LIFE OF THE PEOPLE AND COMMUNITIES WE SERVE. 0 0 216570386 134989 190846938 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. 72190129 173788430 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. 288760515 1 1 0 1 0 0 0 0 0 1 1 0 0 1 1 0 0 1 0 0 0 0 0 0 0 0 1 1 1 0 1 1 0 1 0 0 0 1 0 0 0 0 1 0 0 0 0 1 1 1 0 0 1 125 0 1 2268 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 13 12 0 1 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 1 1 MT X JENNY TAYLOR 4064442136 500 E BROADWAY HELENA MT 59601 RUSS BELL CHAIR 1.00 0.00 X X 0 0 0 LOREN BROWN VICE CHAIR 1.00 0.00 X X 0 0 0 JUSTIN MOSNESS SECRETARY/TREASURER 1.00 0.00 X X 0 0 0 KERRY HALE CHIEF OF STAFF 40.00 0.00 X X 269462 0 65440 REP MARY CAFERRO DIRECTOR 1.00 0.00 X 0 0 0 NATE MCCARTHY FOUNDATION CHAIR 1.00 1.00 X 0 0 0 KELLY PARSLEY DIRECTOR 1.00 0.00 X 0 0 0 ROSSLYN DUNCAN DIRECTOR 1.00 0.00 X 0 0 0 TIM MELDRUM DIRECTOR 1.00 0.00 X 0 0 0 MEG JACOBY DIRECTOR 1.00 0.00 X 0 0 0 SARA MEDLEY DIRECTOR 1.00 0.00 X 0 0 0 WILLAM BATEY MD DIRECTOR 1.00 0.00 X 0 0 0 JIM STANGER DIRECTOR 1.00 0.00 X 0 0 0 WADE JOHNSON CEO 40.00 1.00 X 941348 0 76751 NATHAN COBURN CFO 40.00 1.00 X 398066 0 81257 SHELLY HARKINS CMO 40.00 0.00 X 131006 0 46447 KARI KOEHLER CNO 40.00 0.00 X 73789 0 20338 STEPHEN MASON EXECUTIVE VP 40.00 1.00 X 325466 0 48321 BRIAN LEE COO 40.00 0.00 X 203331 0 51356 TODD WAMPLER PRESIDENT SPMG 40.00 0.00 X 498236 0 54691 LAUREN SHEA MD 40.00 0.00 X 1457795 0 69885 CHRISTOPHER LINDSAY MD 40.00 0.00 X 1284547 0 31119 DRAKE MCARTHUR PHYSICIAN 40.00 0.00 X 1054638 0 53791 BRANDON NEWGARD MD 40.00 1.00 X 958239 0 55668 KEVIN BROWN DO 40.00 0.00 X 908691 0 80203 8504614 0 735267 301 0 1 0 HEALTHCARE WORKFORCE LOGISTICS LLC 2301 LUCIEN WAY SUITE 325 MAITLAND FL 32751 CONTRACT LABOR 7561236 THE CHARTIS GROUP 220 W KINZIE 3RD FLOOR CHICAGO IL 60654 CONSULTING SERVICES 1590787 BANYAN MEDICAL SOLUTIONS LLC 8701 F ST OMAHA NE 68127 VIRTUAL NURSING 1326546 THOMAS CUISINE 700 E FRANKLIN RD MERIDIAN ID 83642 MANAGEMENT OF CAFETERIA 1244597 REBRAND CONSULTING SERVICES 203 GASPER BEND CEDAR PARK TX 78613 CONSULTING SERVICES 1061940 27 5492326 626869 375000 375000 6494195 PATIENT SERVICE REVENUE 621110 302750604 302750604 PHARMACY 456110 53748805 53597115 151690 340B PHARMACY 621110 3598210 3598210 INCOME FROM JOINT VENTURES 900099 2875698 2293864 581834 VALUE BASED CARE 621110 1947915 1947915 364921232 3540404 3540404 525937 507725 18212 18212 18212 34070250 947736 28529161 393613 5541089 554123 6095212 6095212 426511 201721 224790 103158 121632 DAYCARE 624410 897713 86736 810977 CAFETERIA 722514 714998 8470 706528 SETTLEMENT INCOME 900099 451199 451199 404933 344502 60431 2468843 383762888 364635368 950362 11682963 X 134989 134989 2781435 508103 1905629 367703 156334754 127234184 27932574 1167996 7052816 2736111 4297800 18905 21633427 12487925 9034663 110839 9889755 7531375 2255834 102546 131643 4450 127193 189335 189335 44404 44404 449850 449850 45369841 18746900 26490745 132196 271238 263137 8101 8828874 2822578 5705929 300367 1526004 1526004 4189211 409218 3770893 9100 373616 204156 164851 4609 604832 409699 156771 38362 411832 411832 11274826 11274826 5486366 950074 4536292 SUPPLIES & DRUGS 85784270 85128914 611281 44075 BAD DEBT 16224058 16224058 BED TAX 5062779 5062779 UBI TAXES 344455 344455 340051 82496 229195 28360 384734661 288760515 93640987 2333159 15973268 19445126 269737 0 0 572980 67536685 59134170 3126839 4707707 22953927 29672203 10456718 12341220 6060450 7278132 298558615 148931625 144941826 149626990 137797233 104699495 12991955 12170285 4490349 5852832 1729637 1504053 36736095 39673091 465064719 446678284 44666505 42250586 106045 0 21790220 15887242 1330606 2238386 35651336 16521021 103544712 76897235 X 332026174 338990904 29493833 30790145 361520007 369781049 465064719 446678284 X -971773 3846293 5386522 X 0 1 X 1 1 1 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 1 44404 0 0 44404 0 PART II-B, LINE 1: 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. 19645423 2769531 1753522 1524521 22643955 19340470 745625 446740 887412 19645423 16680873 2725600 415152 481155 19340470 16731066 429101 -114759 364534 16680874 12895435 593529 3314823 72721 16731066 0.05580 0.51630 0.42790 0 1 1 15734280 15734280 159233285 67707001 91526284 119500911 81224624 38276287 4090139 4090139 149626990 INVESTMENTS IN SPH FOUNDATION 32490148 ROU ASSETS 5547943 ASSETS LIMITED AS TO USE 1635000 39673091 PENSION LIABILITY 10751234 LEASE LIABILITIES 5769787 16521021 PART V, LINE 4: 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. 1 1 X 1 X 275.000000000000 1 X 1 1 0 1 1 4593583 0 4593583 0.01250 40310665 34551898 5758767 0.01560 44904248 34551898 10352350 0.02810 2721889 0 2721889 0.00740 689742 89228 600514 0.00160 103810183 64318893 39491290 0.10720 107221814 64408121 42813693 0.11620 152126062 98960019 53166043 0.14430 1 16224058 590672 118395650 124042600 -5646950 X 1 1 1 HELENA SURGICENTER SURGERY CENTER 0.50000 0.07000 0.43000 1 1 ST PETER'S HEALTH 2475 BROADWAY HELENA MT 59601 WWW.SPHEALTH.ORG 13346 X X X PHYSICIAN CLINICS URGENT CARE SERVICES ST PETER'S HEALTH 1 0 0 1 X X X X X X X X X 24 1 1 1 1 X HTTPS://WWW.SPHEALTH.ORG/COMMUNITY-HEALTH/GIVING-BACK-OUR-COMMUNITY 1 25 1 HTTPS://WWW.SPHEALTH.ORG/COMMUNITY-HEALTH/GIVING-BACK-OUR-COMMUNITY 0 1 X 275.000000000000 350.000000000000 X X 1 1 X X X X 1 X HTTPS://WWW.SPHEALTH.ORG/PATIENTS-VISITORS/BILLING/FINANCIAL-ASSISTANCE X HTTPS://WWW.SPHEALTH.ORG/PATIENTS-VISITORS/BILLING/FINANCIAL-ASSISTANCE X HTTPS://WWW.SPHEALTH.ORG/PATIENTSVISITORS/BILLING/FINANCIAL-ASSISTANCE X X X X X X 1 X 0 X X X X 1 X 0 0 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. 5 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 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). 1 HELENA PUBLIC SCHOOLS 1325 POPLAR ST HELENA MT 59601 HELENA 20000 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 810231774 501(C)(3) 17500 0 ATHLETIC CORPORATE SPONSORHIP HELENA COMMUNITY GARDENS PO BOX 1222 HELENA MT 59624 810510168 501(C)(3) 5500 0 FUNDS FOR MULTIPLE GARDEN UPDATES AND INFRASTRUCTURE NEEDS ST PETER'S HEALTH FOUNDATION 2500 BROADWAY STREET HELENA MT 59601 810392270 501(C)(3) 43739 0 TO FUND ENDOWMENT 4 0 PART I, LINE 2: 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). X 1 1 X X X X 0 1 0 0 0 0 0 0 0 LAUREN SHEA MD 849642 0 603827 0 4326 0 40582 0 29303 0 1527680 0 0 0 CHRISTOPHER LINDSAY MD 951191 0 333356 0 0 0 17379 0 13740 0 1315666 0 0 0 DRAKE MCARTHUR PHYSICIAN 490259 0 538685 0 25694 0 20700 0 33091 0 1108429 0 0 0 WADE JOHNSON CEO 396617 0 476846 0 67885 0 43700 0 33051 0 1018099 0 476856 0 BRANDON NEWGARD MD 811592 0 145825 0 822 0 20700 0 34968 0 1013907 0 0 0 KEVIN BROWN DO 435323 0 472888 0 480 0 43689 0 36514 0 988894 0 0 0 TODD WAMPLER PRESIDENT SPMG 497756 0 0 0 480 0 20313 0 34378 0 552927 0 0 0 NATHAN COBURN CFO 374558 0 0 0 23508 0 43700 0 37557 0 479323 0 0 0 STEPHEN MASON EXECUTIVE VP 325466 0 0 0 0 0 20208 0 28113 0 373787 0 0 0 KERRY HALE CHIEF OF STAFF 183388 0 0 0 86074 0 32039 0 33401 0 334902 0 0 0 BRIAN LEE COO 185326 0 0 0 18005 0 13087 0 38269 0 254687 0 0 0 SHELLY HARKINS CMO 56001 0 0 0 75005 0 6712 0 39735 0 177453 0 0 0 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. A MONTANA FACILITY FINANCE AUTHORITY 364615155 2015-04-29 14945000 REFINANCE 2007 BOND SERIES 0 0 0 B MONTANA FACILITY FINANCE AUTHORITY 364615155 2021-05-28 23000000 FINANCE EQUIPMENT 0 0 0 A 13310000 14945000 253212 14691787 2015 0 1 1 1 B 8695918 23000000 86400 22913600 2024 0 0 1 1 A 0 1 1 0 0 0 0 1 B 0 0 1 0 0 0 0 1 A 0 0 0 1 0 0 0 0 1 B 0 1 0 0 0 0 0 0 1 A 1 B 1 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. SHELLY HARKINS OFFICER SPLIT DOLLAR LIFE X 2652656 1865418 0 1 1 KERRY HALE OFFICER SPLIT DOLLAR LIFE X 3999765 1966844 0 1 1 WADE JOHNSON CEO SPLIT DOLLAR LIFE X 672274 300195 0 1 1 BRIAN LEE COO SPLIT DOLLAR LIFE X 209497 155451 0 1 1 KARI KOEHLER CNO SPLIT DOLLAR LIFE X 520351 419799 0 1 1 4707707 PART II 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. X 1 375000 FMV 0 1 0 PART I, COLUMN (B): COLUMN B REPRESENTS THE NUMBER OF CONTRIBUTIONS. 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. ST PETER'S HEALTH FOUNDATION 2475 BROADWAY HELENA MT 59601 810392270 FUNDRAISING MT 501(C)(3) LINE 7 SPH 1 PEAK HEALTH REALTY LLC 2475 BROADWAY HELENA MT 59601 272492966 RENTAL PROPERTY MT SPH UNRELATED 270460 3967666 0 0 0.65000 PEAK HEALTH HELENA LLC 2475 BROADWAY HELENA MT 59601 272493096 HEALTH CLUB MT SPH UNRELATED 311374 504850 0 0 0.65000 0 0 1 0 0 0 0 0 0 0 1 1 1 1 1 0 0 0 1 ST PETER'S HEALTH FOUNDATION C 5494163 INTERCO AMOUNT PEAK HEALTH REALTY LLC S 260000 FMV PEAK HEALTH HELENA LLC S 130000 FMV