2024-04-12T22:48:04-05:00 2023-05-31 FORVIS LLP 111 South Tejon Suite 800 Colorado Springs CO 809039848 990 2022-06-01 810392270 ST PETER'S HEALTH FOUNDATION % KRYSTAL STEWART STPE 4064442370 2500 BROADWAY STREET HELENA MT 59601 NATHAN COBURN CFO 4064442370 2024-04-01 true NATHAN COBURN 999009999 Adam R Smith CPA P00958966 7194714290 2024-04-01 2 2022 2023-04-26 12:10:37Z WADE JOHNSON 2500 BROADWAY STREET HELENA MT 59601 8049243 false X WWW.SPHEALTH.ORG X 1978 MT BENEFIT AND SUPPORT OF ST PETER'S HEALTH 16 13 0 60 0 2294053 2430192 0 0 3582070 968324 122774 39297 5998897 3437813 2355184 2316944 0 0 0 0 0 0 0 167987 162431 2523171 2479375 3475726 958438 25967103 26543749 1010099 352386 24957004 26191363 X ST. PETER'S HEALTH FOUNDATION INSPIRES A CULTURE OF GIVING THAT SUPPORTS EXCEPTIONAL AND COMPASSIONATE CARE FOR OUR COMMUNITY'S HEALTH AND WELL-BEING. false false 1741433 1741433 0 SUPPORT PROVIDED TO ST. PETER'S HEALTH TO HELP FURTHER THEIR MISSION. 103562 103562 0 VARIOUS PROGRAMS PROVIDING EDUCATION AND SUPPORT TO PATIENTS OF ST. PETER'S HEALTH AND THEIR FAMILIES. 190014 190014 0 VARIOUS PROGRAMS PROVIDING SUPPORT AND EDUCATIONAL SCHOLARSHIPS TO EMPLOYEES OF ST. PETER'S HEALTH. 281935 281935 0 SUPPORT FOR NICU PARTNERSHIP, STAFF SUPPORT, THERAPY DOG TO BENEFIT PATIENTS OF ST. PETER'S HEALTH, ETC. 281935 281935 0 2316944 true true false false false false false false false true false true false true true false false true false false false false false false true false false true true true false false false false false false false false true false false false false true false false true 26 0 0 false false false false false true true false false false false false false X 16 13 true false false false true true true true false false false true true true true true true false false false MT X KRYSTAL STEWART 4064472517 2475 BROADWAY ST HELENA MT 59601 X WADE JOHNSON CEO, ex-officio, non-voting 1.0 39.0 X 0 794325 235713 NATHAN COBURN CFO 1.0 39.0 X X 0 379203 52122 DR ALISSA ABENTROTH TRUSTEE 1.0 39.0 X 0 264119 45763 STEPHEN MASON VP OF FOUNDATION, NON-VOTING 40.0 0.0 X 0 246542 38435 KARI KOEHLER TRUSTEE 1.0 39.0 X 0 238478 12181 Steve Schroeder TRUSTEE 1.0 0.0 X 0 0 0 Pete Johnson TRUSTEE 1.0 0.0 X 0 0 0 Cheri Copeland Secretary/Treasurer 1.0 0.0 X X 0 0 0 Jeannie Etchart TRUSTEE 1.0 0.0 X 0 0 0 Blair Fjeseth Chair Elect 1.0 0.0 X X 0 0 0 John Patrick TRUSTEE 1.0 0.0 X 0 0 0 Nate McCarthy CHAIR 1.0 1.0 X X 0 0 0 Bob Heberly TRUSTEE 1.0 0.0 X 0 0 0 Melanie Hall TRUSTEE 1.0 0.0 X 0 0 0 Pam Schindler TRUSTEE 1.0 0.0 X 0 0 0 Kristin Kerr TRUSTEE 1.0 0.0 X 0 0 0 Steve Fawcett TRUSTEE 1.0 0.0 X 0 0 0 Bishop Martha Marty Stebbins TRUSTEE 1.0 0.0 X 0 0 0 0 1922667 384214 0 false true false 0 137413 114721 759535 1418523 25564 2430192 0 583586 583586 0 0 0 0 0 4843939 4459201 384738 384738 384738 191526 137413 152229 39297 39297 0 0 0 0 0 0 0 3437813 0 0 1007621 2023368 2023368 293576 293576 0 0 0 0 0 0 0 0 0 0 0 0 0 29489 29489 78149 78149 0 17133 17133 0 0 0 1938 1938 0 35722 35722 0 0 0 0 2479375 2316944 162431 0 612021 883249 1160879 1209372 1388918 1867481 0 0 0 0 0 0 0 0 0 0 0 0 0 0 16374315 18497203 1884622 2039528 0 0 0 0 4546348 2046916 25967103 26543749 0 24520 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1010099 327866 1010099 352386 X 2344311 3220438 22612693 22970925 24957004 26191363 25967103 26543749 X 958438 -256873 532794 X false true X true true true X 1204371 746235 1823172 2294053 2430192 8498023 0 0 1204371 746235 1823172 2294053 2430192 8498023 783335 7714688 484743 226508 437974 906081 583586 2638892 122774 39297 162071 0 11298986 0.68278 0.64095 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 14631883 2725600 415152 481155 17291480 14682076 429101 -114760 364534 14631883 10846445 593529 3314823 72721 14682076 9993806 74116 818248 39725 10846445 10064041 324576 137738 532549 9993806 0.56800 0.43200 false false Alternative Investments 2039528 2039528 Gift Annuities 1340924 MT Community Health Fund Endow 217112 Beneficial Interest in Managed 488880 2046916 0 Annuities 327866 327866 SCHEDULE D, PART V, LINE 4 ENDOWMENT FUNDS ARE RESTRICTED TO THE SUPPORT OF ST PETER'S HEALTH PROGRAMS, SERVICES, AND CAPITAL IMPROVEMENTS IN ACCORDANCE WITH GIFTING POLICIES AND GRANTOR WISHES. SCHEDULE D, PART X, LINE 2 UNCERTAIN TAX POSITIONS: MANAGEMENT HAS EVALUATED THEIR INCOME TAX POSITIONS UNDER THE GUIDANCE INCLUDED IN ASC 740. BASED ON THEIR REVIEW, MANAGEMENT HAS NOT IDENTIFIED ANY MATERIAL UNCERTAIN TAX POSITIONS TO BE RECORDED OR DISCLOSED IN THE FINANCIAL STATEMENTS. GALA 197910 89745 108165 4143 29665 2000 64766 GOLF TOURNAMENT 83361 83361 6048 7661 8765 8217 750 6447 1 47668 47668 1001 125 12641 328939 137413 191526 6048 7661 13909 38007 2750 83854 152229 39297 true ST PETER'S HEALTH 2475 BROADWAY HELENA MT 59601 810233121 501(C) (3) 1981985 SUPPORT ORGANIZATION BOZEMAN HEALTH FOUNDATION 931 HIGHLAND BLVD SUITE 3200 BOZEMAN MT 59715 841407943 501(C) (3) 41383 SUPPORT ORGANIZATION ORGANIZATI ON 2 PATIENT MEDICATIONS 452 30263 FMV SEE PART IV EDUCATIONAL SCHOLARSHIPS 60 125609 PATIENT TRAVEL ASSISTANCE/MEDICAL SUPPLIES 448 73299 FMV SEE PART IV EMPLOYEE ASSISTANCE 71 64405 SCHEDULE I, PART I, LINE 2 GRANTS TO INDIVIDUALS ARE AWARDED IN ACCORDANCE WITH BY-LAWS AND WRITTEN POLICIES REGARDING EMPLOYEE AND PATIENT ASSISTANCE. ST PETER'S HEALTH CASE MANAGERS AND SOCIAL WORKERS THAT WORK WITH PATIENTS IN NEED PROVIDE REQUESTS TO THE FOUNDATION FOR ASSISTANCE. THE FOUNDATION MAY ALSO RECEIVE DETAILED REQUESTS FROM PATIENTS EXPLAINING WHY ASSISTANCE IS NEEDED. SUPPORT FOR THE PAYMENTS ARE CONFIRMED THROUGH DISCUSSIONS WITH A PATIENT'S PHYSICIAN OR NURSE PRIOR TO PROVIDING ASSISTANCE TO ENSURE THE FUNDS ARE USED AS INTENDED. ASSISTANCE TO EMPLOYEES IS APPROVED BY A SEPERATE WELLNESS COMMITTEE THAT DETERMINES NEED AND ENSURES THE ASSISTANCE IS IN ACCORDANCE WITH FOUNDATION POLICIES. RECORDS ARE KEPT OF EVERY PERSON RECEIVING ASSISTANCE. THE ORGANIZATION ALSO SUPPORTS A RELATED TAX EXEMPT ORGANIZATION IN FURTHERANCE OF ITS EXEMPT PURPOSE. Funds paid to Bozeman Health Foundation were to support their NICU and our partnership with them. VP of SPH Foundation has met with Bozeman Health Foundation President and received reports on use of funds. Schedule I, Part III DESCRIPTION OF NON-CASH ASSISTANCE: LINE 1 DRUGS/MEDICATIONS - DRUGS ARE DISTRIBUTED FROM ST. PETER'S HEALTH, WHOM THE FOUNDATION PROVIDES THE SUPPORT TO FOR THE DIRECT BENEFIT OF PATIENTS. LINE 3 TRAVEL - BUS TOKENS/TICKETS, TAXI VOUCHERS, HOTELS & MEDICAL SUPPLIES/DME. LINE 4 EMPLOYEE ASSISTANCE - EMPLOYEES RECEIVED ASSISTANCE WHO EXPERIENCED SHORT-TERM EMERGENCY SITUATIONS. false false false false false false false false false KARI KOEHLER TRUSTEE 0 169302 0 48002 0 21174 0 0 0 12181 0 250659 0 0 DR ALISSA ABENTROTH TRUSTEE 0 222545 0 22098 0 19476 0 16436 0 29327 0 309882 0 0 NATHAN COBURN CFO 0 274903 0 62421 0 41879 0 18300 0 33822 0 431325 0 0 STEPHEN MASON VP OF FOUNDATION, NON-VOTING 0 193403 0 41820 0 11319 0 15242 0 23193 0 284977 0 0 WADE JOHNSON CEO, ex-officio, non-voting 0 587885 0 157076 0 49364 0 203130 0 32583 0 1030038 0 0 SCHEDULE J, PART I, LINE 3 THE CEO/PRESIDENT AND DIRECTOR ARE COMPENSATED BY A RELATED ORGANIZATION. PLEASE SEE SCHEDULE O, PART VI, LINE 15A NARRATIVE FOR COMPENSATION PRACTICES. X 2 25564 FMV false true false SCHEDULE M, COLUMN B NUMBER OF NONCASH CONTRIBUTIONS: NUMBER DISCLOSED RELATES TO THE NUMBER OF NON-CASH CONTRIBUTIONS RECEIVED. FORM 990, PART VI, SECTION A, LINE 2 FAMILY AND/OR BUSINESS RELATIONSHIPS - AS CEO/PRESIDENT OF ST. PETER'S HEALTH, WADE JOHNSON HAS A BUSINESS RELATIONSHIP WITH THE FOLLOWING PERSONS EMPLOYED BY ST. PETER'S HEALTH: *STEPHEN MASON *ALISSA ABENTROTH *KARI KOEHLER *NATHAN COBURN FORM 990, PART VI, SECTION A, LINE 6 ST. PETER'S HEALTH IS THE SOLE MEMBER OF THE ORGANIZATION. FORM 990, PART VI, SECTION A, LINE 7A DECISIONS OF GOVERNING BODY SUBJECT TO APPROVAL BY MEMBERS: IN ACCORDANCE WITH THE BYLAWS OF THE FOUNDATION, CERTAIN ACTIVITIES ARE PROHIBITED WITHOUT APPROVAL BY THE ST. PETER'S HEALTH (STATUTORY MEMBER) BOARD OF DIRECTORS, INCLUDING THE FOLLOWING: (A) AMENDMENT OF THE ARTICLES OF INCORPORATION, (B) AMENDMENT/ADOPTION OF THE BYLAWS OF THE CORPORATION, (C) ADOPTION OF THE OPERATING AND CAPITAL BUDGETS OF THE CORPORATION, (D) UNDERTAKING A LOAN OR OTHER SIMILAR OBLIGATIONS, (E) SALE, LEASE, EXCHANGE, MORTGAGE, PLEDGE, GRANT OF OTHER DISPOSITION OF ASSETS OF THE CORPORATION OTHER THAN IN THE NORMAL COURSE OF BUSINESS, (F) ADOPTION OF A PLAN OF MERGER OR CONSOLIDATION OF THE CORPORATION WITH ANOTHER CORPORATION, (G) ELECTION TO DISSOLVE AND WIND UP THE AFFAIRS OF THE CORPORATION OR THE REVOCATION OF ANY SUCH ACTION, AND (H) ADOPTION OF A PLAN FOR THE DISTRIBUTION OF THE ASSETS OF THE CORPORATION. FORM 990, PART VI, SECTION A, LINE 7B SEE ANSWER ABOVE. FORM 990, PART VI, SECTION A, LINE 8B NO COMMITTEE HAS THE AUTHORITY TO ACT ON BEHALF OF THE BOARD. FORM 990, PART VI, SECTION B, LINE 11B THE VP OF THE FOUNDATION AND THE ACCOUNTANT REVIEW THE FIRST DRAFT COPY OF THE FORM 990. UPON APPROVAL OF THE FIRST DRAFT, THE BOARD OF TRUSTEES IS THEN EMAILED THE DRAFT COPY OF THE FORM 990 TO REVIEW BEFORE FILING OF THE FINAL FORM 990. FORM 990, PART VI, SECTION B, LINE 12C PROCESS FOR MONITORING COMPLIANCE WITH CONFLICT OF INTEREST POLICY: ALL BOARD MEMBERS AND EMPLOYEES ARE REQUIRED TO COMPLETE A CONFLICT OF INTEREST DISCLOSURE UPON EMPLOYMENT/APPOINTMENT TO BOARD. THESE DISCLOSURES ARE REVIEWED ANNUALLY BY THE INDIVIDUAL AND THEN THE FULL BOARD. IF A CONFLICT EXISTS, THE INDIVIDUAL DOES NOT VOTE ON CONFLICTED ISSUES. FORM 990, PART VI, SECTION B, LINE 15A REVIEW OF CEO OR TOP MGMT OFFICIAL COMPENSATION: COMPENSATION IS PAID THROUGH ST. PETER'S HEALTH, A RELATED ORGANIZATION. AN INDEPENDENT COMPENSATION CONSULTANT PERFORMS A REVIEW OF SALARIES AND BENEFITS USING DATA FROM COMPARABLE HEALTHCARE FACILITIES A REPORT IS PREPARED AND PRESENTED TO THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS, WHICH USES THE REPORT TO DETERMINE OFFICER AND SENIOR MANAGEMENT COMPENSATION. THE INFORMATION IS THEN REVIEWED WITH THE BOARD OF DIRECTORS. THE ANNUAL PROCESS WAS PERFORMED DURING 2022 BY SULLIVAN COTTER. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS AVAILABLE TO THE PUBLIC: THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. FORM 990, PART VII, SECTION A DIRECTOR SALARY: THE SALARY OF THE DIRECTOR IS PAID THROUGH ST. PETER'S HEALTH, A RELATED ORGANIZATION. ST. PETER'S HEALTH IS NOT REIMBURSED FOR THE SALARY. FORM 990, PART XI, LINE 9 OTHER CHANGE IN NET ASSETS: CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS $532,794 ST PETER'S HEALTH 2475 BROADWAY HELENA MT 59601 810233121 HEALTHCARE MT 501(C)(3) 3 NA false CHARITABLE REMAINDER UNITRUST (2) CRUT MT ST PETERS FDN TRUST CHARITABLE REMAINDER ANNUITY TRUST (2) CRAT MT ST PETERS FDN TRUST false true true false false false false false false false false true false true true true true false false