2023-09-06T09:26:43-05:00 2022-12-31 450250958 Eide Bailly LLP 800 Nicollet Mall Ste 1300 Minneapolis MN 554027033 990 2022-01-01 820380784 Kootenai Health Foundation Inc KOOT 2086254438 2003 Kootenai Health Way Coeur dAlene ID 83814 Katie Brodie Current Board Chair 2086254438 2023-08-03 1 Katie Brodie 999009999 1 Kim Hunwardsen CPA P00484560 6122536500 2023-08-03 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z Katie Brodie 2003 Kootenai Health Way Coeur dAlene ID 83814 7872543 0 X kootenaihealthfoundation.org X 1983 ID Developing, managing and stewarding philanthropy to support Kootenai Health. 15 15 0 181 0 0 1803929 4139225 0 0 500460 295223 203547 204660 2507936 4639108 1286842 3802689 0 0 379066 377347 0 0 0 228566 213296 1894474 4393332 613462 245776 17172662 15049750 794118 344547 16378544 14705203 X To advance the health of our region by developing, managing and stewarding philanthropy to support the success of Kootenai Health. 0 0 3571327 3490446 In 2022, Kootenai Health Foundation gave Kootenai Health over $3.4 million to directly benefit the patients and staff. The Foundation was able to provide: - $1,500,000 towards Heart Center expansion- Over $1,298,000 million in equipment for the departments including Kenevo microscope, CARTO 3 Mapping System, TVs for Sandpoint Cancer Center, pediatric cart for Emergency department- Over $199,000 to support geriatrics, addition recovery and forensic nursing staff positions- Over $155,000 for Health Care Heroes lactation pods for staff, remembrance day, motivation speaker, labor pool incentives - Over $141,000 for employee, patient and community benefit programs including the family fund and cancer patient support program- Over $80,000 to remodel the Critical Care Unit break rooms and install blinds at Walden House- Over $5,000 for employee trainings 23046 23046 In 2022, Kootenai Health Foundation provided $23,046 in scholarships to staff at Kootenai Health and teen volunteers continuing their education. - $6,000 in scholarships awarded to 7 Kootenai Health clinical employees from the Clinical Scholarship program for continuing education to enhance patient care. - $12,046 in scholarships awarded to 16 Kootenai Health general employees from the Pierce Family Scholarship program for continuing education, training, etc. - $5,000 in scholarships to 3 Kootenai Health teen volunteers to begin their college education courtesy of the Kim Svee Memorial Teen Volunteer Scholarship program. 289197 289197 In 2022, St. Mary's Health Foundation and Clearwater Valley Health & Clinics Foundation provided over $286,000 to directly benefit the patients and surrounding community.- $212,197 to help purchase a Mobile Mammography bus- Over $23,000 for community programs including food banks, school districts, books for clinics and Christmas gifts for children in need- $44,000 to update facilities signage for St. Mary's Health and Clearwater Valley Health- $5,000 for 8 scholarships to students seeking a degree in medical, scientific or educational studies- $5,000 for Nursery bili-light 3883570 1 1 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 0 0 0 0 0 0 0 1 1 0 1 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 1 X 1 0 1 0 0 0 0 0 0 1 1 0 0 0 0 0 0 X 15 15 0 0 0 0 0 0 0 1 0 0 0 1 1 1 1 1 1 0 0 0 CA X X Cara Nielsen 2086254455 2003 Kootenai Health Way Coeur d Alene ID 83814 Christopher Meyer Chair 1.00 X X 0 0 0 Eve Knudtsen Past Chair 1.00 X X 0 0 0 Chad Murray Vice Chair 1.00 X X 0 0 0 Darin Hayes Secretary 1.00 X X 0 0 0 Randy Oaks Treasurer 1.00 X X 0 0 0 Rebecca Boifeuillet Director 1.00 X 0 0 0 Todd Chapman Director 1.00 X 0 0 0 Kreg Shelby Director 1.00 X 0 0 0 Mary Brinkman Director 1.00 X 0 0 0 Sarah Pierce Director 1.00 X 0 0 0 Heidi Rogers Director 1.00 X 0 0 0 Dr Robert McFarland Director (Jan-Oct) 1.00 X 0 0 0 Scott Anderson Director 1.00 X 0 0 0 Dr Emily Petersen Director (Feb-Dec) 1.00 X 0 0 0 Linda Fournier Director 1.00 X 0 0 0 Mike Stegmann Director (Aug-Dec) 1.00 X 0 0 0 Julianne Holt President (Jan-Jul) 40.00 X 211658 0 32832 Cara Nielsen President (Aug-Dec) 40.00 X 120720 0 15109 332378 0 47941 2 0 1 1 0 505995 9625 3623605 123823 4139225 210944 210944 273429 0 273429 273429 273429 3077491 2993212 84279 84279 84279 147621 505995 233742 -86121 -86121 23833 6481 17352 17352 4639108 0 0 499883 3774643 3774643 28046 28046 250272 25027 225245 127075 55854 71221 40303 40303 29000 29000 66079 66079 48591 48591 1323 1323 12000 12000 4119 4119 Gift Annuity & Life End 4022 4022 Credit Card & Bank Fees 4015 4015 3844 3844 4393332 3883570 509762 0 1505812 1003191 69944 1127257 137355 393118 533 1434 1135000 1135000 1135000 13093853 10144089 9316 1230165 1236345 17172662 15049750 15686 71286 561548 86976 216884 186285 794118 344547 X 11840332 8806637 4538212 5898566 16378544 14705203 17172662 15049750 X 245776 -1960053 40936 X 0 1 X 1 0 X 2171088 1242482 2752369 1803929 4139225 12109093 2171088 1242482 2752369 1803929 4139225 12109093 3113877 8995216 533985 527144 462059 451792 484373 2459353 14568446 0.61740 0.67090 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1931932 674 -238172 1694434 1824185 1100 106647 1931932 1759506 330 64349 1824185 1614100 32330 113076 1759506 1331923 464551 -49629 132745 1614100 0.00000 0.95850 0.04150 0 0 1135000 1135000 1135000 Cash Surrender Value of Life Insurance 1059376 Charitable Remainder Trust 176969 1236345 Liability Under Split-Interest Agreement 176969 Liability Under Endowment 9316 186285 X 2667575 -1960053 13663 40936 -1905454 4573029 66079 66079 4639108 4340916 13663 13663 4327253 66079 66079 4393332 Part V, Line 4: The Foundation manages their endowment funds in accordance with the Uniform Prudent Management of Institutional Fund Act. The objectives are to use the funds given in a manner as directed by the donor, following the mission statement of the organization. Part X, Line 2: Management believes the Foundation has appropriate support for any tax positions taken affecting its annual filing requirements, and as such does not have any uncertain tax positions that are material to the financial statements. The Foundation would recognize future accrued interest and penalties related to unrecognized tax benefits and liabilities in income tax expense if such interest and penalties were incurred. Part XI, Line 2d - Other Adjustments: Change in Cash Surrender Value reported in Revenue in Financials 40,936. KHF Festival of Trees 548942 432487 116455 19502 24405 67861 1849 72916 KHF Golf Tournament 101464 73508 27956 240 16365 18412 6270 4859 1 650406 505995 144411 240 19502 40770 86273 8119 77775 232679 -88268 23833 6481 1 0.75000 23833 6481 6481 17352 ID 1 0 1 0 0.33330 0.66670 Lisa Vollert 2003 Kootenai Health Way Coeur dAlene ID 83814 0 Kali Singleton 0 Oversees the raffles to make sure done correctly, but is not compensated for these services. X 0 1 Kootenai Health 2003 Kootenai Health Way Coeur d Alene ID 83814 State of Idaho 3387836 100437 Support for various Hospital Depts. Kootenai Health (St Mary's Hospital & Clearwater Valley Hospital) 2003 Kootenai Health Way Coeur d Alene ID 83814 State of Idaho 262335 0 Payment towards Moblie Mammography bus and support to various hospital depts Riener's Grocery PO Box 271 Cottonwood ID 83522 7878 0 Food Bank 1 1 Scholarships 34 28046 Part I, Line 2: In regard to the assistance to Kootenai Health (KH), KH departments submit a request for funding form that is signed by the Director and Vice President for the department with a copy of invoice. The request is reviewed by the Foundation to verify funds available then approved by the President, if the amount is under $25,000 and the Foundation Board, if over $25,000. The Foundation scholarship committees select the scholarship recipients and pay the funds directly to the college or university the recipient is attending. 0 0 0 0 0 0 0 0 0 Julianne Holt President (Jan-Jul) 153289 0 38700 0 19669 0 27000 0 7197 0 245855 0 0 0 Cara Nielsen President (Aug-Dec) 93202 0 0 0 27518 0 9416 0 6607 0 136743 0 0 0 Form 990, Schedule J, line 3: An unrelated organization, Kootenai Health, compensated the President of Kootenai Health Foundation for services provided to the Foundation. They paid Julianne Holt in the amount of $245,855 in salary and benefits and $136,740 to Cara Nielsen. The Foundation reimburses Kootenai Health for 75% of the salary for their time providing services to the Foundation. In 2022 the Foundation reimbursed Kootenai Health $159,015 in salary for Julianne and $91,257 for Cara Nielsen. X 1 1950 Selling Price X Gift Baskets, Gift Cards 70 115936 Donor Statement X Supplies 20 5937 Donor Statement 0 0 1 0 Part I, Column (b): The Schedule M, Part I, column (b) represents the number of contributions donated in that category. Form 990, Part V, Line 2: An unrelated organization, Kootenai Health, pays all of the Foundation's employee wages. Therefore, the Foundation does not have employees. The amount reflected in Form 990, Part IX reflects 75% of solely the salaries the Foundation reimburses Kootenai Health. The Foundation does not reimburse for benefits. Form 990, Part VI, Section A, line 8b There are no committees that are able to act on behalf of the governing board. Form 990, Part VI, Section B, line 11b The Form 990 is reviewed by the organization's Accountant, President, Board Chair, Treasurer and members of the Board prior to filing with the IRS. Form 990, Part VI, Section B, line 12c Directors are required to report conflicts at regular board meetings. In addition the Board members and the officers of the organization are required to annually review the conflict of interest policy. If there is a potential conflict, all remaining board members will determine if a true conflict exists. If so, the individual with the conflict will abstain from voting on the issue at hand. Form 990, Part VI, Section B, line 15 All employees are paid by an unrelated organization, Kootenai Health. The compensation for the President reported in Part VII is determined, documented, and reviewed annually by Kootenai Health based on compensation data provided by Sullivan Cotter and Associates, Inc., an independent party. Form 990, Part VI, Section C, line 19 The Organization makes its financial statements, governing documents and policies available upon request Form 990, Part XI, line 9: Change in Cash Surrender Value 40,936. Charitable Remainder Trust (1) Charitable Trust ID N/A T 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0