2025-04-21T10:54:26+00:00 2024-06-30 440160260 Forvis Mazars LLP 111 South Tejon Suite 800 Colorado Springs CO 809039848 990 2023-07-01 203799814 SAN LUIS VALLEY HEALTH FOUNDATION SANL 7195892511 106 BLANCA AVENUE ALAMOSA CO 81101 JEFFERY MOTZ PRESIDENT 2025-04-21 true true Brandon Schulze P02051564 7194714290 2025-05-15 2023 2025-03-06 01:10:19Z JEFFREY MOTZ 106 BLANCA AVENUE ALAMOSA CO 81101 376863 false X WWW.SANLUISVALLEYHEALTH.ORG/FOUNDATION/ X 2006 CO TO SUPPORT THE LUTHERAN HOSPITAL ASSOCIATION OF THE SAN LUIS VALLEY. 9 9 0 9 0 0 107733 131009 0 0 8482 15753 106549 129789 222764 276551 307239 59183 0 0 0 0 0 0 0 118 36 307357 59219 -84593 217332 666053 916478 0 0 666053 916478 ACQUIRE AND MANAGE ASSETS IN SUPPORT OF LUTHERAN HOSPITAL ASSOCIATION OF THE SAN LUIS VALLEY. false false 59183 59183 0 TO SUPPORT THE LUTHERAN HOSPITAL ASSOCIATION OF THE SAN LUIS VALLEY. 59183 true true false false false false false false true false false false true false false false false false false false false false false true false false true false true false false false false false false false false false false false false false true false false true 0 0 0 false false false false false true true false false false false false false X 9 9 false false false false false false false true true false false false true true true false false false false false X LUTHERAN HSP ASSN SLV 7195892511 106 BLANCA AVE ALAMOSA CO 81101 DUANE BUSSEY DIRECTOR/TREASURER 2.0 0.0 X X 0 0 0 JEFF MOTZ DIRECTOR/PRESIDENT 2.0 0.0 X X 0 0 0 LORI LASKE DIRECTOR/VICE PRESIDENT 2.0 0.0 X X 0 0 0 AMY MCKINLEY DIRECTOR 2.0 0.0 X 0 0 0 DELZIA PAVLOVSKY-WORLEY DIRECTOR 2.0 0.0 X 0 0 0 ROSALIE MARTINEZ DIRECTOR 2.0 0.0 X 0 0 0 ROXANN SITLLER DIRECTOR/SECRETARY 2.0 0.0 X 0 0 0 RUSSELL ACHATZ DIRECTOR 2.0 0.0 X 0 0 0 SHEILA HICKS DIRECTOR 2.0 0.0 X 0 0 0 KELLY GURULE FOUNDATION DIRECTOR 36.0 4.0 X 0 84251 12280 KONNIE MARTIN CEO 2.0 38.0 X 0 544424 35491 SHANE MORTENSEN CFO 1.0 39.0 X 0 265516 32160 0 894191 79931 2 false true false 0 46946 84063 131009 0 0 0 0 0 11388 11388 0 0 92721 88356 4365 0 4365 4365 141745 46946 11956 129789 129789 0 0 0 0 0 276551 0 0 145542 58683 58683 500 500 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 36 0 36 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 59219 59183 36 0 15111 22654 12998 12927 0 0 0 0 0 0 0 0 407992 478388 0 0 229952 402509 666053 916478 0 0 0 0 0 0 X 666053 916478 666053 916478 666053 916478 217332 33093 0 X false false false X 101985 315963 92633 107733 131009 749323 0 0 101985 315963 92633 107733 131009 749323 254831 494492 3003 6769 6860 8482 11388 36502 81322 20326 69783 106549 129789 407769 0 0 0 0 0 0 1193594 0 0.4143 0.4411 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 420990 21525 48835 36 491314 368233 15197 37560 420990 417934 12662 -62363 368233 179871 156879 81184 417934 15629 160259 3983 179871 1.0 0.0 0.0 false false RELATED PARTY RECEIVABLE 402509 402509 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. Schedule D, Part V, Line 4 Intended uses of endowment funds SAN LUIS VALLEY HEALTH FOUNDATION (THE FOUNDATION) AND THE MEDICAL CENTER ARE FINANCIALLY INTERRELATED ORGANIZATIONS. THE MISSION OF THE FOUNDATION IS TO SUPPORT THE HEALTH CARE SERVICES OF THE MEDICAL CENTER AND THE COMMUNITIES IT SERVES. THE MEDICAL CENTER ACCOUNTS FOR ITS INTEREST IN THE NET ASSETS OF THE FOUNDATION IN A MANNER SIMILAR TO THE EQUITY METHOD. WHEN ASSETS ARE TRANSFERRED TO THE SLVH BY THE FOUNDATION, THE CONTRIBUTIONS ARE RESTRICTED TO THE PURCHASE OF EQUIPMENT AND FACILITY EXPANSION. BOLOS & BOOTS 124807 17206 107601 3756 SLM 5K WALK 33312 7800 25512 300 1 30572 21940 8632 7900 188691 46946 141745 11956 11956 129789 true LUTHERAN HOSPITAL ASSOC OF THE SAN LUIS VAL 106 BLANCA AVENUE ALAMOSA CO 81101 840255530 501(C) (3) 58683 SUPPORT ORGANIZATION 1 0 Schedule I, Part I, Line 2 Procedures for monitoring use of grant funds. FUNDS ARE PROVIDED TO BE USED FOR DESIGNATED PURPOSES ONLY. ALL GRANTEES ARE SELECTED AND STRICTLY SCREENED BY THE FOUNDATION. ALL GRANTS PROVIDED DURING THE CURRENT TAX WERE PROVIDED TO A RELATED ORGANIZATIONS AND MONITORED THROUGH THE MUTUAL RELATIONSHIP. KONNIE MARTIN CEO 0 416824 0 126879 0 721 0 16500 0 18991 0 579915 0 0 SHANE MORTENSEN CFO 0 220201 0 44594 0 721 0 13598 0 18562 0 297676 0 0 Form 990, Part VI, Line 11b Review of form 990 by governing body THE FORM 990 IS PREPARED BY A THIRD PARTY, REVIEWED BY THE FINANCE DIRECTOR, FOUNDATION DIRECTOR AND FOUNDATION BOARD PRESIDENT. THE FOUNDATION BOARD OF DIRECTORS IS ALSO PROVIDED A COPY OF THE FORM 990 FOR REVIEW. Form 990, Part VI, Line 12c Conflict of interest policy SAN LUIS VALLEY HEALTH FOUNDATION HAS A CURRENT CONFLICT OF INTEREST POLICY THAT IS REVIEWED ANNUALLY BY THE BOARD OF TRUSTEES AND THE CEO. THE REVIEW PROCESS IS CONDUCTED FIRST WITH THE CEO AND THEN THE BOARD OF TRUSTEES. WHEN NECESSARY, THE POLICY HAS BEEN REVIEWED BY LEGAL COUNSEL. EACH YEAR, TRUSTEES ARE ASKED TO REVIEW THE POLICY AND CONFIRM AND AMEND ANY POTENTIAL CONFLICT. THESE CONFLICTS ARE REVIEWED BY THE CEO AND THE ENTIRE BOARD. CONFLICTS ARE ROUTINELY DISCUSSED AND ARE THE RESPONSIBILITY OF ALL BOARD MEMBERS TO DISCLOSE; EITHER FOR THEMSELVES OR OTHERS. THE BOARD CHAIRMAN WILL MAKE A DECISION AS TO THE NATURE OF THE CONFLICT AND THE APPROPRIATE ACTION ACCORDING TO THE POLICY. Form 990, Part VI, Line 19 Required documents available to the public DESCRIBE HOW GOVERNING DOCUMENTS ARE MADE AVAILABLE TO THE PUBLIC: THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART VI, SECTION A, LINE 2 DESCRIPTION OF FAMILY OR BUSINESS RELATIONSHIP: KONNIE MARTIN AND SHANE MORTENSEN HAVE A BUSINESS RELATIONSHIP. FORM 990, PART VI, SECTION B, LINE 15A REVIEW OF CEO OR TOP MANAGEMENT OFFICIAL COMPENSATION: THE CEO'S COMPENSATION IS DETERMINED BY THE RELATED ORGANIZATION USING THE FOLLOWING PROCESS. HUMAN RESOURCES PROVIDES THE RELATED ORGANIZATION'S EXECUTIVE COMMITTEE OF THE BOARD WITH SALARY SURVEY DATA FROM CHA, AHA, AND HFMA. AFTER STUDYING THE DATA, THE EXECUTIVE COMMITTEE MAKES RECOMMENDATIONS TO THE FULL BOARD IN EXECUTIVE SESSION. THE FULL BOARD APPROVES THE CEO'S COMPENSATION. SLVH CONDUCTS AN ANNUAL EVALUATION AND QUARTERLY REVIEWS OF THE CEO'S PERFORMANCE, WHICH IS DOCUMENTED. COMPENSATION FOR THE CEO IS DETERMINED ANNUALLY. FORM 990, PART VI, SECTION B, LINE 15B REVIEW OF OTHER OFFICER OR KEY EMPLOYEES COMPENSATION: THE OTHER OFFICER AND KEY EMPLOYEES' COMPENSATION IS DETERMINED BY THE RELATED ORGANIZATION USING THE FOLLOWING PROCESS. HUMAN RESOURCES GATHERS COMPENSATION SURVEY DATA FROM CHA, AHA, AND HFMA. HUMAN RESOURCES MAKES RECOMMENDATIONS FOR OTHER OFFICERS' COMPENSATION AND PROVIDES SURVEY DATA TO THE CEO. THE CEO PERFORMS EVALUATIONS AND DETERMINES ALL OF THE WAGE CHANGES FOR THE OTHER OFFICERS ON AN ANNUAL BASIS. ALL CHANGES ARE DOCUMENTED. LUTHERAN HOSPITAL ASSOC OF THE SLV 106 BLANCA AVENUE ALAMOSA CO 81101 840255530 HOSPITAL CO 501(c)(3) 3 NA false false true false true false false false false false false false true true true true true true false false