2023-10-25T16:46:54-05:00 2022-12-31 410746749 CLIFTONLARSONALLEN LLP 8390 EAST CRESCENT PARKWAY SUITE 300 GREENWOOD VILLAGE CO 80111 990 2022-01-01 742390346 SAN JUAN HEALTHCARE FOUNDATION INC C/O MONTROSE MEMORIAL HOSPITAL SANJ 9702522580 800 SOUTH 3RD STREET MONTROSE CO 81401 KATHERINE LOWER PRESIDENT 9702522580 2023-10-24 1 KATHERINE LOWER XXX-XX-XXXX 1 SARAH HINTZ P00492291 3037795710 2023-10-19 0 AAL1 IAL1 2022 2023-04-26 12:10:37Z KATHERINE LOWER 800 SOUTH 3RD STREET MONTROSE CO 81401 220039 0 X WWW.SANJUANHF.ORG X 1982 CO DEVELOP RESOURCES FOR IMPROVING HEALTHCARE IN THE MONTROSE REGION. 9 9 0 41 0 0 81492 147240 0 0 52788 54722 96779 -33695 231059 168267 54196 78923 0 0 0 0 0 0 0 15495 12808 69691 91731 161368 76536 2030859 1783606 68897 57639 1961962 1725967 X WE DEVELOP RESOURCES THAT GO TOWARDS THE IMPROVEMENT OF HEALTH AND WELLNESS IN THE MONTROSE REGION. THESE RESOURCES ARE FOR THE ADVANCEMENT OF CHARITABLE, SCIENTIFIC, OR EDUCATIONAL HEALTHCARE NEEDS. WE RECOGNIZE THE ROLE OF THE DONOR (CONTINUED ON SCH O)IN THE ADVANCEMENT OF THE FOUNDATION AND PLEDGE TO ACCEPT, INVEST, AND ADMINISTER GIFTS ACCORDING TO THE WISHES OF THE DONOR AND THE NEEDS OF THE COMMUNITY. TOWARD THESE ENDS, WE ENCOURAGE GIVING TO LIFE AND A LIFETIME OF GIVING. 0 0 78923 78923 0 THE SAN JUAN HEALTHCARE FOUNDATION WAS FOUNDED IN 1982 TO LOOK TOWARD THE FUTURE OF HEALTH CARE NEEDS IN OUR COMMUNITY. THE FOUNDATION'S VISION OF SUPPORT FOR HEALTHCARE FACILITIES, EDUCATION AND EQUIPMENT HAS MANTAINED ITSELF OVER THE YEARS. 2022 PROGRAM ACCOMPLISHMENTS INCLUDE: $19,385 TO MONTROSE MEMORIAL HOSPITAL FOR MEDICAL EQUIPMENT, $10,000 TO THE PIC PLACE FOR VACCINATIONS, AND $6,495 IN EDUCATIONAL SCHOLARSHIPS. 78923 1 1 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 5 0 1 0 0 0 0 0 0 1 1 0 0 0 0 0 0 X 9 9 0 0 0 0 0 0 0 1 0 0 0 1 1 1 1 0 1 0 0 0 X DANIELLE BEARD 9702522564 800 S 3RD ST MONTROSE CO 81401 X KATHERINE LOWER PRESIDENT 1.00 X X 0 0 0 ROBYN FUNK VICE PRESIDENT 1.00 X X 0 0 0 ALLISON NADEL PAST PRESIDENT 1.00 X X 0 0 0 PATRICIA CHALOUPKA SECRETARY/TREASURER 1.00 X X 0 0 0 LEANN TOBIN EXECUTIVE DIRECTOR 10.00 X 0 0 0 PHOEBE BENZIGER DIRECTOR 1.00 X 0 0 0 KJERSTEN DAVIS DIRECTOR THRU 11/22 1.00 X 0 0 0 KAYE HOTSENPILLER DIRECTOR 1.00 X 0 0 0 RHONDA PARKER DIRECTOR THRU 2/22 1.00 X 0 0 0 J DAVID REED DIRECTOR 1.00 X 0 0 0 PERLA RIVERA DIRECTOR 1.00 X 0 0 0 PHYLLIS WIESNER DIRECTOR 1.00 X 0 0 0 0 0 0 0 0 0 0 0 99487 47753 9975 147240 54705 54705 17 0 17 17 17 18065 99487 51772 -33707 -33707 MISCELLANEOUS INCOME 900099 12 12 12 168267 0 0 21027 50125 50125 28798 28798 3350 3350 5547 5547 1750 1750 130 130 38 38 1385 1385 EDUCATION 500 500 BOARD EXPENSE 93 93 DUES, FEES, LICENSES 15 15 91731 78923 12808 0 85929 49591 116695 6447 3215 2587 1753510 1667342 71510 57639 2030859 1783606 68897 57639 68897 57639 X 0 0 0 0 1961962 1725967 1961962 1725967 2030859 1783606 76536 -312531 0 X X 0 0 0 X 114322 114536 90094 193829 147240 660021 114322 114536 90094 193829 147240 660021 57142 602879 28092 32541 28579 32220 54705 176137 2241 151 2392 756 12 768 839318 756 0.71830 0.73910 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 X 0 PART IV, LINE 2B: ESCROW/AMOUNT HELD FOR OTHERS: SAN JUAN HEALTHCARE FOUNDATION HOLDS MANAGES INVESTMENT FOR AN AFFILIATED ORGANIZATION. THESE AMOUNT ARE REPORTED AS OTHER ASSETS ON FORM 990 PART X, LINE 15 WITH A CORRESPONDING LIABILITY FOR THE SAME AMOUNT REPORTED ON FORM 990, PART X, LINE 21. BOOT STOMP 92182 75805 16377 9975 10077 8750 4295 2404 BENEFIT CONCERT 25370 23682 1688 1583 1688 8000 5000 117552 99487 18065 9975 11660 10438 12295 7404 51772 -33707 1 MONTROSE MEMORIAL HOSPITAL 800 SOUTH THIRD ST MONTROSE CO 81401 846002707 501(C)(3) 13885 0 N/A N/A MEDICAL EQUIPMENT MONTROSE COUNTY SCHOOL DISTRICT 930 COLORADO AVE MONTROSE CO 81401 840517051 MONTROSE COUNTY 11790 0 N/A N/A SUPPORT VARIOUS PROGRAMS FOR 5TH GRADE STUDENTS THE PIC PLACE 87 MERCHANT DR MONTROSE CO 81401 470891200 501(C)(3) 10000 0 N/A N/A VACCINES BOSOM BUDDIES PO BOX 1263 MONTROSE CO 81402 841456311 501(C)(3) 6000 0 N/A N/A GENERAL SUPPORT 4 0 SCHOLARSHIPS 5 6495 0 N/A N/A PATIENT ASSISTANCE 117 22303 0 N/A N/A PART I, LINE 2: IN REGARDS TO SCHOLARSHIPS, STUDENT ARE REQUIRED TO REPORT THEIR PROGRESS. FOR GRANTS GIVEN TO PURCHASE EQUIPMENT, INVOICES AND RECEIPTS ARE REQUIRED BY THE FOUNDATION AND MAINTAINED IN ITS FILES. FORM 990, PART VI, SECTION A, LINE 8B THERE ARE NO COMMITTEES WITH AUTHORITY TO ACT ON BEHALF OF THE BOARD. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PREPARED BY A THIRD PARTY AND IS REVIEWED BY THE EXECUTIVE BOARD PRIOR TO FILING WITH THE IRS. ALL BOARD MEMBERS ARE PROVIDED A COPY OF THE FORM 990 PRIOR TO FILLING. FORM 990, PART VI, SECTION B, LINE 12C ANNUALLY, THE PRESIDENT OF THE BOARD SHALL SEND TO ALL BOARD MEMBERS A COPY OF THE POLICY, TOGETHER WITH AN EXPLANATION AND QUESTIONNAIRE WHICH IS TO BE COMPLETED AND RETURNED TO HIM/HER. THE PRESIDENT OF THE BOARD SHALL SUBMIT TO THE FOUNDATION BOARD ANY CONFLICT OF INTEREST CONCERNING BOARD MEMBERS. THE BOARD IS CHARGED WITH TAKING APPROPRIATE ACTION WITH RESPECT TO ANY REPORTED CONFLICTS. IF A CONFLICT IS IDENTIFIED, THE INDIVIDUAL INVOLVED WILL REFRAIN FROM DISCUSSION AND VOTING ON THE MATTER IN WHICH THERE IS A CONFLICT. DOCUMENTATION OF DELIBERATIONS AND DECISIONS CAN BE FOUND IN THE BOARD MINUTES. FORM 990, PART VI, SECTION C, LINE 19 DISCLOSURE OF GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. INTERESTED PARTIES MUST CONTACT THE SAN JUAN HEALTHCARE FOUNDATION OFFICE. FORM 990, PART XII, LINE 1: MODIFIED ACCRUAL ACCOUNTING METHOD IS USED BECAUSE ACCOUNTS PAYABLE, PLEDGES RECEIVABLE, AND NOMINAL GRANTS PAYABLE ARE NOT ACCRUED.