SHERIDAN HEALTH CARE FOUNDATION INC: Form 990, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
SHERIDAN HEALTH CARE FOUNDATION INC (EIN 81-0496987)
Tax period
2024-07-01 to 2025-06-30
Filed
2026-05-13
IRS object ID
202631339349306343
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 ReturnHeader

FieldValueIRS element (for citing)
Return2026-05-13T14:34:13-05:00ReturnTs
Tax Period End2025-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN393647910PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1WIPFLI ADVISORY LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1105 E PINE ST UPPER FLOORAddressLine1Txt
CityMISSOULACityNm
State AbbreviationMTStateAbbreviationCd
ZIP59802ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2024-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN810496987EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1SHERIDAN HEALTH CARE FOUNDATION INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlSHERBusinessNameControlTxt
Phone4067653709PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1440 W LAUREL AVENUEAddressLine1Txt
CityPLENTYWOODCityNm
State AbbreviationMTStateAbbreviationCd
ZIP59254ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJODI PEDERSENPersonNm
Person TitleCHAIRPersonTitleTxt
Phone4067653709PhoneNum
Signature2026-05-06SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (1)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonSAM BRUNSON CPAPreparerPersonNm
PTINP01696998PTIN
Phone4067281800PhoneNum
Preparation2026-05-06PreparationDt
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerCONNIE ANDERSONPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1440 W LAUREL AVENUEAddressLine1Txt
CityPLENTYWOODCityNm
State AbbreviationMTStateAbbreviationCd
ZIP59254ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$221,201GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.SHERIDANMEMORIAL.NETWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1994FormationYr
Legal Domicile StateMTLegalDomicileStateCd
Activity Or MissionTO SUPPORT SHERIDAN MEMORIAL HEALTH CARE FACILITY.ActivityOrMissionDesc
Voting Members Governing Body8VotingMembersGoverningBodyCnt
Voting Members Independent8VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Volunteers12TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$154,524PYContributionsGrantsAmt
CY Contributions Grants$92,718CYContributionsGrantsAmt
PY Program Service Revenue$0PYProgramServiceRevenueAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$37,407PYInvestmentIncomeAmt
CY Investment Income$96,627CYInvestmentIncomeAmt
PY Other Revenue$36,088PYOtherRevenueAmt
CY Other Revenue$31,856CYOtherRevenueAmt
PY Total Revenue$228,019PYTotalRevenueAmt
CY Total Revenue$221,201CYTotalRevenueAmt
PY Grants And Similar Paid$30,717PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$5,063CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$0PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$0CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$5,717PYOtherExpensesAmt
CY Other Expenses$7,406CYOtherExpensesAmt
PY Total Expenses$36,434PYTotalExpensesAmt
CY Total Expenses$12,469CYTotalExpensesAmt
PY Revenues Less Expenses$191,585PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$208,732CYRevenuesLessExpensesAmt
Total Assets BOY$2,258,083TotalAssetsBOYAmt
Total Assets EOY$2,548,236TotalAssetsEOYAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$2,258,083NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$2,548,236NetAssetsOrFundBalancesEOYAmt
MissionTO SUPPORT SHERIDAN MEMORIAL BY PROMOTING ITS IMAGE IN THE COMMUNITY AND BY PROVIDING FINANCIAL CONTRIBUTIONS THROUGH FUNDRAISING ACTIVITIES FOR THE EXPANSION AND MAINTENANCE OF THE FACILITY AND FOR SERVICES PROVIDED TO OUR COMMUNITY AND SURROUNDING AREAS.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$12,469ExpenseAmt
Grant$5,063GrantAmt
DescSHERIDAN HEALTH CARE FOUNDATION CONTRIBUTED $5,063 TO SHERIDAN MEMORIAL HOSPITAL ASSOCIATION FOR EQUIPMENT PURCHASES. SHERIDAN HEALTH CARE FOUNDATION RECEIVED $10,000 FROM PAT BOLLES FOR SHERIDAN MEMORIAL LABORATORY.Desc
Total Program Service Expenses$12,469TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of ArtYes (1)CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Donor Rstr Or Quasi EndowmentsYes (1)DonorRstrOrQuasiEndowmentsInd
Report Land Building Equipment0ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other Liabilities0ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt0IndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtYes (1)ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising ActivitiesYes (1)FundraisingActivitiesInd
Gaming ActivitiesYes (1)GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To OrganizationsYes (1)GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J Required0ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent0BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related EntityYes (1)RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document0IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Employee0EmployeeCnt
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo ContributionsYes (1)QuidProQuoContributionsInd
Quid Pro Quo Contri DisclYes (1)QuidProQuoContriDisclInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members8GoverningBodyVotingMembersCnt
Independent Voting Member8IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of Committees0MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEO0CompensationProcessCEOInd
Compensation Process Other0CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonCONNIE ANDERSONPersonNm
Phone4067653709PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1440 W LAUREL AVENUEAddressLine1Txt
CityPLENTYWOODCityNm
State AbbreviationMTStateAbbreviationCd
ZIP59254ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (10 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
TINA QUAM
CHAIR0.500.00Yes (X)Yes (X)$0$0$0
JODI PEDERSEN
VICE CHAIR0.500.00Yes (X)Yes (X)$0$0$0
ERIN RASMUSSEN
SECRETARY (THRU 5/2025)0.500.00Yes (X)Yes (X)$0$0$0
KENDA YOUNG CPA
TREASURER0.500.00Yes (X)Yes (X)$0$0$0
JJ FRENCH
DIRECTOR0.500.00Yes (X)$0$0$0
DON BENSON
DIRECTOR0.500.00Yes (X)$0$0$0
SHERRI MCCRORY
DIRECTOR0.500.00Yes (X)$0$0$0
ALYSSA STROMBERG
DIRECTOR0.500.00Yes (X)$0$0$0
BRADY OLSON
DIRECTOR0.500.00Yes (X)$0$0$0
CONNIE ANDERSON
EXECUTIVE DIRECTOR20.0020.00Yes (X)$0$72,012$10,474
FieldValueIRS element (for citing)
Total Reportable Comp From Org$0TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$72,012TotReportableCompRltdOrgAmt
Total Other Compensation$10,474TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K0TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K0CntrctRcvdGreaterThan100KCnt
Fundraising$25,560FundraisingAmt
All Other Contributions$67,158AllOtherContributionsAmt
Total Contributions$92,718TotalContributionsAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$51,440TotalRevenueColumnAmt
Exclusion$51,440ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$45,187SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$0SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$45,187SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$45,187TotalRevenueColumnAmt
Exclusion$45,187ExclusionAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$9,356FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event$25,560ContriRptFundraisingEventAmt
Fundraising Direct Expenses$0FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column$9,356TotalRevenueColumnAmt
Exclusion$9,356ExclusionAmt
FieldValueIRS element (for citing)
Gaming Gross Income$22,500GamingGrossIncomeAmt
Gaming Direct Expenses$0GamingDirectExpensesAmt

Net Income From Gaming NetIncomeFromGamingGrp

FieldValueIRS element (for citing)
Total Revenue Column$22,500TotalRevenueColumnAmt
Exclusion$22,500ExclusionAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$221,201TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$128,483ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$5,063TotalAmt
Program Services$5,063ProgramServicesAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$7,406TotalAmt
Program Services$7,406ProgramServicesAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$12,469TotalAmt
Program Services$12,469ProgramServicesAmt
Management And General$0ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$125,400BOYAmt
EOY$179,625EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$148BOYAmt
EOY$101EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$2,132,535BOYAmt
EOY$2,368,510EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$2,258,083BOYAmt
EOY$2,548,236EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$1,508,079BOYAmt
EOY$1,772,747EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$750,004BOYAmt
EOY$775,489EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$2,258,083BOYAmt
EOY$2,548,236EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$2,258,083BOYAmt
EOY$2,548,236EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$208,732ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$81,421NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Consolidated Basis Fincl StmtYes (X)ConsolidatedBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit Committee0AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Public Organization170Yes (X)PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$260,981CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$447,648CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$84,525CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$154,524CurrentTaxYearMinus1YearAmt
Current Tax Year$92,718CurrentTaxYearAmt
Total$1,040,396TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$260,981CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$447,648CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$84,525CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$154,524CurrentTaxYearMinus1YearAmt
Current Tax Year$92,718CurrentTaxYearAmt
Total$1,040,396TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$424,685SubstantialContributorsTotAmt
Public Support Total170$615,711PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$17,811CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$9,428CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$20,772CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$37,407CurrentTaxYearMinus1YearAmt
Current Tax Year$47,074CurrentTaxYearAmt
Total$132,492TotalAmt

Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus1 Year$17,750CurrentTaxYearMinus1YearAmt
Current Tax Year$22,500CurrentTaxYearAmt
Total$40,250TotalAmt
FieldValueIRS element (for citing)
Total Support$1,213,138TotalSupportAmt
Gross Receipts Rltd Activities$66,654GrossReceiptsRltdActivitiesAmt
Public Support CY1700.50750PublicSupportCY170Pct
Public Support PY1700.53330PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Collection Used Pub ExhibitionYes (X)CollectionUsedPubExhibitionInd
Solicited Assets Sale0SolicitedAssetsSaleInd

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$104,263BeginningYearBalanceAmt
End Year Balance$104,263EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$104,263BeginningYearBalanceAmt
End Year Balance$104,263EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$104,263BeginningYearBalanceAmt
End Year Balance$104,263EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$104,263BeginningYearBalanceAmt
End Year Balance$104,263EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$104,263BeginningYearBalanceAmt
End Year Balance$104,263EndYearBalanceAmt
FieldValueIRS element (for citing)
Endowments Held Unrelated Org0EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org0EndowmentsHeldRelatedOrgInd
Total Book Value Land Buildings$0TotalBookValueLandBuildingsAmt
Footnote TextYes (X)FootnoteTextInd

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART III, LINE 1A:THE FOUNDATION DOES NOT RECOGNIZE CONTRIBUTIONS OF WORKS OF ART, HISTORICAL TREASURES, AND SIMILAR ASSETS WHEN THE COLLECTION ITEMS ARE HELD FOR PUBLIC EXHIBITION AND ARE PROTECTED, KEPT UNENCUMBERED, CARED FOR, AND PRESERVED. CURRENT COLLECTIONS INCLUDE ARTWORK DONATED FOR DISPLAY IN THE HOSPITAL BUILDING.
PART III, LINE 4:THE ARTWORK CONTRIBUTES TO CREATING AN ENVIRONMENT AND ATMOSPHERE THAT FOSTERS POSITIVITY AND HEALING, ALLOWS PATIENTS, VISITORS, AND PROVIDERS TO MAINTAIN A CONNECTION TO THE WORLD OUTSIDE OF THE HOSPITAL, AND SUPPORTS THE MENTAL, PHYSICAL, AND EMOTIONAL WELLBEING OF ALL.
PART V, LINE 4:GIFTS GIVEN TO THE ENDOWMENT FUND AT SHERIDAN HEALTH CARE FOUNDATION ARE INVESTED AND CAREFULLY MANAGED TO PROTECT THE PRINCIPAL; THEY ARE INTENDED TO BE A PART OF THE PERMANENT INVESTMENT RESERVE WHICH WILL REMAIN FOR PERPETUITY. THE ENDOWMENT EARNINGS, TYPICALLY INTEREST INCOME, ARE APPROPRIATED BY THE FOUNDATION'S BOARD OF DIRECTORS FROM TIME TO TIME TO ALLOW FOR CURRENT FUNDING OF HOSPITAL OPERATIONS OR PROJECTS AS WELL AS FOR FUTURE NEEDS OF THE FOUNDATION AND HOSPITAL.
PART X, LINE 2:THE FOUNDATION IS A NOT-FOR-PROFIT CORPORATION AS DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (THE "CODE") AND IS EXEMPT FROM FEDERAL INCOME TAXES ON RELATED INCOME PURSUANT TO SECTION 501(A) OF THE CODE. THE FOUNDATION IS ALSO EXEMPT FROM STATE INCOME TAXES ON RELATED INCOME. FEDERAL AND STATE INCOME TAXES ARE PAID ON NONEXEMPT UNRELATED BUSINESS INCOME IN ACCORDANCE WITH THE CODE. CURRENT ACCOUNTING GUIDELINES REQUIRE AN ORGANIZATION TO DETERMINE WHETHER IT IS MORE LIKELY THAN NOT THAT A TAX POSITION WILL BE SUSTAINED UPON EXAMINATION OF THE TECHNICAL MERITS OF THE POSITION, ASSUMING THE TAXING AUTHORITY HAS FULL KNOWLEDGE OF ALL INFORMATION. IF THE TAX POSITION DOES NOT MEET THE MORE-LIKELY-THAN-NOT RECOGNITION THRESHOLD, THE BENEFIT OF THAT POSITION IS NOT RECOGNIZED IN THE FINANCIAL STATEMENTS. THE ORGANIZATION RECORDED NO ASSETS OR LIABILITIES RELATED TO UNCERTAIN TAX POSITIONS. FEDERAL RETURNS FOR TAX YEARS 2020 AND BEYOND REMAIN SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE.

Schedule G IRS990ScheduleG

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Event1GOLF TOURNAMENTEvent1Nm
Gross Receipts Event1$22,625GrossReceiptsEvent1Amt
Charitable Contri Event1$18,170CharitableContriEvent1Amt
Gross Revenue Event1$4,455GrossRevenueEvent1Amt
Event2BREWS & BRATSEvent2Nm
Gross Receipts Event2$12,291GrossReceiptsEvent2Amt
Charitable Contri Event2$7,390CharitableContriEvent2Amt
Gross Revenue Event2$4,901GrossRevenueEvent2Amt
Gross Receipts Total$34,916GrossReceiptsTotalAmt
Charitable Contributions Tot$25,560CharitableContributionsTotAmt
Gross Revenue Total Events$9,356GrossRevenueTotalEventsAmt
Net Income Summary$9,356NetIncomeSummaryAmt

Gaming Information GamingInformationGrp

FieldValueIRS element (for citing)
Gross Revenue Other Gaming$22,500GrossRevenueOtherGamingAmt
Volunteer Labor Other GamingYes (1)VolunteerLaborOtherGamingInd
Volunteer Labor Other Gaming0.80000VolunteerLaborOtherGamingPct
Gross Revenue Total Gaming$22,500GrossRevenueTotalGamingAmt
Net Gaming Income Summary$22,500NetGamingIncomeSummaryAmt
FieldValueIRS element (for citing)
States Where Gaming ConductedMTStatesWhereGamingConductedCd
Licensed0LicensedInd
Explanation If NoA LICENSE OR PERMIT IS NOT REQUIRED TO CONDUCT A RAFFLE IN MONTANA.ExplanationIfNoTxt
License Suspended Etc0LicenseSuspendedEtcInd
Gaming With NonmembersYes (1)GamingWithNonmembersInd
Member Of Other Entity0MemberOfOtherEntityInd
Gaming Own Facility0.00000GamingOwnFacilityPct
Gaming Other Facility1.00000GamingOtherFacilityPct
Individual With BooksCONNIE ANDERSONIndividualWithBooksNm

Persons With Books US Address PersonsWithBooksUSAddress

FieldValueIRS element (for citing)
Address Line1440 W LAUREL AVENUEAddressLine1Txt
CityPLENTYWOODCityNm
State AbbreviationMTStateAbbreviationCd
ZIP59254ZIPCd
FieldValueIRS element (for citing)
Cntrct With3rd Prty For Game Rev0CntrctWith3rdPrtyForGameRevInd
Gaming Manager PersonCONNIE ANDERSONGamingManagerPersonNm
Gaming Manager Services ProvADVERTISING, ORGANIZATION OF VOLUNTEERS, COLLECTION AND DOCUMENTATION OF TICKETS SOLD AND MONEY RECEIVED. CONNIE IS EMPLOYED BY THE HOSPITAL AND DOES NOT RECEIVE ADDITIONAL COMPENSATION FOR THESE SERVICES.GamingManagerServicesProvTxt
Gaming Manager Is Director OfcrYes (X)GamingManagerIsDirectorOfcrInd
Charitable Distribution Rqr0CharitableDistributionRqrInd

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (1)GrantRecordsMaintainedInd

Recipient Table RecipientTable

Recipient Business Name RecipientBusinessName

FieldValueIRS element (for citing)
Business Name Line1SHERIDAN MEMORIAL HOSPITAL ASSOCIATIONBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1440 W LAUREL AVEAddressLine1Txt
CityPLENTYWOODCityNm
State AbbreviationMTStateAbbreviationCd
ZIP59254ZIPCd
FieldValueIRS element (for citing)
Recipient EIN810243720RecipientEIN
IRC Section501(C)(3)IRCSectionDesc
Cash Grant$5,063CashGrantAmt
Non Cash Assistance$0NonCashAssistanceAmt
Purpose Of GrantACTIVITIES, LAB FRIDGE, THERAPY MAT, GROUNDS MAINTENANCEPurposeOfGrantTxt
FieldValueIRS element (for citing)
Total501c3 Org1Total501c3OrgCnt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 2:FormAndLineReferenceDesc
ExplanationSHERIDAN HEALTH CARE FOUNDATION, INC WAS ESTABLISHED EXCLUSIVELY FOR THE BENEFIT OF SHERIDAN MEMORIAL HOSPITAL ASSOCIATION. THE FOUNDATION'S BOARD OF DIRECTORS INCLUDES ONE MEMBER OF THE HOSPITAL BOARD AND THE CEO OF THE HOSPITAL. THESE RELATIONSHIPS HELP TO ENSURE AND MONITOR THE APPROPRIATE USE OF FUNDS DISTRIBUTED FROM THE FOUNDATION TO THE HOSPITAL.ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (5 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION A, LINE 8BTHERE ARE NO COMMITTEES WITH THE AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BOARD. THERE IS AN EXECUTIVE COMMITTEE DEFINED IN THE BYLAWS, BUT THEY HAVE NEVER MET. THE INVESTMENT/FINANCE COMMITTEE MEETS ON OCCASION, BUT ONLY TO GATHER SUGGESTIONS TO PRESENT AT THE NEXT BOARD MEETING TO PUT TO A VOTE.
FORM 990, PART VI, SECTION B, LINE 11BTHE BOARD REVIEWS AN ELECTRONIC COPY OF THE FORM 990 BEFORE THE FINAL COPY IS FILED WITH THE IRS.
FORM 990, PART VI, SECTION B, LINE 12CALL POLICIES ARE REVIEWED ANNUALLY IN JANUARY - CONFLICT OF INTEREST STATEMENTS ARE REVIEWED AND CONFIRMED OR UPDATED AT THIS TIME. ANY POTENTIAL CONFLICTS ARE MADE KNOWN TO THE ENTIRE BOARD AND DIRECTORS WITH A CONFLICT MUST ABSTAIN FROM VOTING ON THE CONFLICTED ISSUE.
FORM 990, PART VI, SECTION B, LINE 15SHERIDAN HEALTH CARE FOUNDATION, INC. DOES NOT COMPENSATE THE FOUNDATION EXECUTIVE DIRECTOR. EXECUTIVE DIRECTOR WAGES ARE PAID FROM SHERIDAN MEMORIAL HOSPITAL ASSOCIATION. SHERIDAN HEALTH CARE FOUNDATION DOES NOT COMPENSATE ANY OFFICER, DIRECTOR, OR MANAGEMENT OFFICIAL.
FORM 990, PART VI, SECTION C, LINE 19ALL GOVERNING DOCUMENTS, INCLUDING THE CONFLICT OF INTEREST STATEMENTS AND THE FINANCIAL STATEMENTS, ARE AVAILABLE TO THE PUBLIC UPON REQUEST.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp

Disregarded Entity Name DisregardedEntityName

FieldValueIRS element (for citing)
Business Name Line1SHERIDAN MEMORIAL HOSPITAL ASSOCIATIONBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1440 W LAUREL AVEAddressLine1Txt
CityPLENTYWOODCityNm
State AbbreviationMTStateAbbreviationCd
ZIP59254ZIPCd
FieldValueIRS element (for citing)
EIN810243720EIN
Primary ActivitiesHOSPITALPrimaryActivitiesTxt
Legal Domicile StateMTLegalDomicileStateCd
Exempt Code Section501(C)(3)ExemptCodeSectionTxt
Public Charity StatusLINE 3PublicCharityStatusTxt
Direct Controlling NAN/ADirectControllingNACd
Controlled Organization0ControlledOrganizationInd
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts Rylts0ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth OrgYes (1)GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth Org0GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org0LoansOrGuaranteesFromOthOrgInd
Div Related Organization0DivRelatedOrganizationInd
Asset Sale To Other Org0AssetSaleToOtherOrgInd
Asset Purchase From Other Org0AssetPurchaseFromOtherOrgInd
Asset Exchange0AssetExchangeInd
Rental Of Facilities To Oth Org0RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org0RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org0PerformOfServicesForOthOrgInd
Perform Of Services By Other Org0PerformOfServicesByOtherOrgInd
Sharing Of FacilitiesYes (1)SharingOfFacilitiesInd
Paid Employees SharingYes (1)PaidEmployeesSharingInd
Reimbursement Paid To Other Org0ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org0ReimbursementPaidByOtherOrgInd
Transfer To Other Org0TransferToOtherOrgInd
Transfer From Other Org0TransferFromOtherOrgInd

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