2025-06-18T08:35:03-05:00 2024-12-31 390758449 WIPFLI LLP 105 E PINE ST UPPER FLOOR MISSOULA MT 59802 990 2024-01-01 921896475 KOOTENAI HEALTH FOUNDATION INC KOOT 2086254438 2003 KOOTENAI HEALTH WAY COEUR DALENE ID 83814 RANDY OAKS BOARD CHAIR 2086254438 2025-05-28 1 1 SAM BRUNSON CPA P01696998 4067281800 2025-05-28 2024 2025-03-06 01:10:19Z RANDY OAKS 2003 KOOTENAI HEALTH WAY COEUR DALENE ID 83814 4526384 0 X KOOTENAIHEALTHFOUNDATION.ORG X 2023 ID DEVELOPING, MANAGING, AND STEWARDING PHILANTHROPY TO SUPPORT KOOTENAI HEALTH. 15 15 0 185 0 0 1752770 2550723 0 0 312817 355543 286506 497251 2352093 3403517 3594735 1891846 0 0 268266 515708 0 0 187988 122691 177430 3985692 2584984 -1633599 818533 12337566 17677735 273657 1415766 12063909 16261969 X TO ADVANCE THE HEALTH OF OUR REGION BY DEVELOPING, MANAGING, AND STEWARDING PHILANTHROPY TO SUPPORT THE SUCCESS OF KOOTENAI HEALTH. 0 0 1788321 1788321 0 IN 2024, KOOTENAI HEALTH FOUNDATION GAVE KOOTENAI HEALTH OVER $1.7 MILLION TO DIRECTLY BENEFIT THE PATIENTS AND STAFF. THE FOUNDATION WAS ABLE TO PROVIDE:- $1,300,000 IN EQUIPMENT AND SUPPLIES INCLUDING: MATERNAL FETAL ULTRASOUND MACHINE, 3D MAMMOGRAPHY SYSTEM, ED REMODEL, NEW CAMERA SYSTEM FOR NICU- $170,000 TO EMPLOYEE, PATIENT AND COMMUNITY BENEFIT PROGRAMS: FAMILY FUND, CANCER PATIENT SUPPORT, MAMMOGRAMS FOR UNINSURED PATIENTS, CLOTHING CLOSET - $161,000 TO SUPPORT GERIATRICS, ISU NURSING FACULTY POSITION AND FORENSIC NURSING STAFF POSITIONS - $90,000 FOR TELEPSYCHIATRY START UP- $29,000 FOR EMPLOYEE SCHOLARSHIPS AND TRAININGS 62000 62000 0 IN 2024, ST. MARY'S HEALTH FOUNDATION AND CLEARWATER VALLEY HEALTH & CLINICS FOUNDATION PROVIDED OVER $62,000 TO DIRECTLY BENEFIT THE PATIENTS AND SURROUNDING COMMUNITY.- $33,000 FOR COMMUNITY PROGRAMS INCLUDING FOOD BANKS, GAS GIFT CARDS, BOOT & COAT DRIVE, CHRISTMAS GIFTS FOR CHILDREN IN NEED- $21,000 TOWARDS THE MAMMOGRAPHY TRUCK - $3,000 FOR 6 SCHOLARSHIPS TO STUDENTS SEEKING A DEGREE IN MEDICAL, SCIENTIFIC OR EDUCATIONAL STUDIES 41525 41525 0 IN 2024, KOOTENAI HEALTH FOUNDATION PROVIDED $41,525 IN SCHOLARSHIPS TO STAFF AT KOOTENAI HEALTH AND TEEN VOLUNTEERS CONTINUING THEIR EDUCATION. - $13,064 IN SCHOLARSHIPS AWARDED TO 11 KOOTENAI HEALTH CLINICAL EMPLOYEES FROM THE YUDITSKY FAMILY CLINICAL SCHOLARSHIP PROGRAM FOR CONTINUING EDUCATION TO ENHANCE PATIENT CARE - $13,224 IN SCHOLARSHIPS AWARDED TO 11 KOOTENAI HEALTH GENERAL EMPLOYEES FROM THE PIERCE FAMILY SCHOLARSHIP PROGRAM FOR CONTINUING EDUCATION, TRAINING, ETC.- $9,000 IN SCHOLARSHIPS TO 6 KOOTENAI HEALTH TEEN VOLUNTEERS TO BEGIN THEIR COLLEGE EDUCATION COURTESY OF THE KIM SVEE MEMORIAL TEEN VOLUNTEER SCHOLARSHIP PROGRAM - $6,237 IN SCHOLARSHIPS TO 4 KOOTENAI HEALTH CLINICAL EMPLOYEES FROM THE DELANEY ESPINOZA PEDIATRIC EDUCATION SCHOLARSHIP PROGRAM FOR CONTINUING EDUCATION TO ENHANCE PEDIATRIC CARE 1891846 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 3 0 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 CARA NIELSEN 2086254455 2003 KOOTENAI HEALTH WAY COEUR DALENE ID 83814 CHAD MURRAY CHAIR 1.00 X X 0 0 0 RANDY OAKS VICE CHAIR 1.00 X X 0 0 0 DARIN HAYES SECRETARY (THRU 05/24) 1.00 X X 0 0 0 MARY BRINKMAN SECRETARY 1.00 X X 0 0 0 SCOTT ANDERSON 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 SARAH PIERCE DIRECTOR 1.00 X 0 0 0 HEIDI ROGERS DIRECTOR 1.00 X 0 0 0 MIKE STEGMANN DIRECTOR 1.00 X 0 0 0 DR EMILY PETERSEN DIRECTOR 1.00 X 0 0 0 NANCY ALMOND DIRECTOR 1.00 X 0 0 0 DR DEREK KHORSAND DIRECTOR 1.00 X 0 0 0 KELLIE KUSTER DIRECTOR 1.00 X 0 0 0 TROY BRAGA DIRECTOR 1.00 X 0 0 0 CARA NIELSEN PRESIDENT 40.00 X 301223 0 30019 KATIE CHAMBERS DIRECTOR INDIVIDUAL AND LEGACY GIVING 40.00 X 119398 0 5172 420621 0 35191 2 0 1 1 0 338288 110963 2101472 229873 2550723 310588 310588 299109 0 299109 299109 299109 819659 774704 44955 44955 44955 519485 338288 337795 181690 181690 26820 10368 16452 16452 3403517 0 0 852794 1847321 1847321 44525 44525 285689 219786 65903 226074 173923 52151 3945 3945 370 370 16265 16265 61036 61036 65528 65528 11965 7559 4406 18000 18000 4266 4266 2584984 1891846 505150 187988 1305398 2544439 40156 288796 764129 194652 208698 315725 615 2000 1135000 1135000 1135000 7781332 11820992 13120 14423 1089118 1361708 12337566 17677735 260537 1198448 0 202895 13120 14423 273657 1415766 X 9902028 12144765 2161881 4117204 12063909 16261969 12337566 17677735 X 818533 920223 2459304 X X 0 1 X 1 0 X 1752770 2550723 4303493 1752770 2550723 4303493 1957426 2346067 425317 609697 1035014 198142 198142 5536649 X PART II, SHORT YEAR EXPLANATION: 2023 WAS A SHORT PERIOD AND COVERED THE TIME PERIOD JANUARY 12, 2023 TO DECEMBER 31, 2023. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 45278 1741368 148678 1935324 45278 45278 0.00000 0.86238 0.13762 0 0 1135000 1135000 1135000 CASH SURRENDER VALUE OF LIFE INSURANCE 1135029 MABERRY PROPERTY TRUST 199895 ACCRUED INTEREST RECEIVABLE 26784 1361708 LIABILITY UNDER ENDOWMENT 14423 14423 X 4326255 920223 17640 45911 983774 3342481 61036 61036 3403517 2541588 17640 17640 2523948 61036 61036 2584984 PART V, LINE 4: THE PRIMARY LONG-TERM FINANCIAL OBJECTIVE FOR THE FOUNDATION'S ENDOWMENTS IS TO PRESERVE THE REAL PURCHASING POWER OF ENDOWMENT ASSETS AND INCOME AFTER ACCOUNTING FOR ENDOWMENT SPENDING AND COSTS OF PORTFOLIO MANAGEMENT. PART X, LINE 2: THE ORGANIZATION IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND APPLICABLE STATE LAW, THOUGH IT IS SUBJECT TO TAX ON INCOME UNRELATED TO ITS EXEMPT PURPOSE. ACCORDINGLY, NO PROVISION OR LIABILITY FOR INCOME TAXES HAS BEEN INCLUDED IN THE FINANCIAL STATEMENTS. MANAGEMENT DOES NOT BELIEVE THERE ARE ANY UNCERTAIN TAX POSITIONS AS OF DECEMBER 31, 2024 AND 2023. PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN VALUE OF CSV OF LIFE INSURANCE 45,911. KHF FESTIVAL OF TREES 712353 262200 450153 85664 27202 80899 73390 SMF GOLF TOURNAMENT 117350 75658 41692 21373 23047 9812 2 28070 430 27640 993 1323 5603 400 8089 857773 338288 519485 86657 49898 109549 400 91291 337795 181690 26820 8218 2150 1 0.75000 26820 8218 2150 10368 16452 ID 1 0 1 0 0.40000 0.60000 LISA VOLLERT 2003 KOOTENAI HEALTH WAY COEUR DALENE ID 83814 0 KALI SINGLETON 0 OVERSEES THE RAFFLES TO MAKE SURE DONE CORRECTLY; NO ADDITIONAL COMPENSATION FOR THESE SERVICES INCLUDED IN REGULAR SALARY FOR HER POSITION. X 0 1 KOOTENAI HEALTH 2003 KOOTENAI HEALTH WAY COEUR DALENE ID 83814 820380784 501(C)(3) 1752971 33905 COST TREE DISPLAY ITEMS AND DEPT. SUPPLIES SUPPORT FOR VARIOUS HOSPITAL DEPARTMENTS CLEARWATER VALLEY HEALTH 301 CEDAR OROFINO ID 83544 820497771 501(C)(3) 27015 0 SUPPORT FOR MAMMOGRAPHY BUS, PATIENTS AND SURROUNDING COMMUNITY RIENER'S GROCERY PO BOX 271 COTTONWOOD ID 83522 19878 0 SUPPORT FOR COMMUNITY FOOD BANK WITHIN GROCERY STORE ST MARY'S HEALTH 701 LEWISTON STREET COTTONWOOD ID 83522 820226453 501(C)(3) 8521 0 SUPPORT FOR PATIENTS AND SURROUNDING COMMUNITY CLONINGER'S INCORPORATED 305 MAIN ST PO BOX 464 COTTONWOOD ID 83522 5031 0 SUPPORT FOR COMMUNITY FOOD BANK WITHIN GROCERY STORE 3 2 SCHOLARSHIPS 38 44525 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 CARA NIELSEN PRESIDENT 260705 0 37624 0 2894 0 6356 0 23663 0 331242 0 0 0 PART II, LINE 1: AN UNRELATED ORGANIZATION, KOOTENAI HEALTH, COMPENSATED THE PRESIDENT OF THE KOOTENAI HEALTH FOUNDATION FOR SERVICES PROVIDED TO THE FOUNDATION. THEY PAID $278,223 IN BASE SALARY AND EMPLOYER PAID BENEFITS TO CARA NIELSEN. THE FOUNDATION REIMBURSES KOOTENAI HEALTH FOR 75% OF THE SALARY FOR THEIR TIME PROVIDING SERVICES TO THE FOUNDATION. X 1 15500 PURCHASE DISCOUNT X 2 131103 FAIR MARKET VALUE X TREE DISPLAY ITEMS, GIFT CARDS 135 64865 COST X SUPPLIES 32 18405 COST 0 1 0 PART I, COLUMN (B): THE NUMBER OF CONTRIBUTIONS IS REPORTED IN PART I. SCHEDULE M, PART I, LINE 6: THE VEHICLE CONTRIBUTION REPORTED HERE IS A CREDIT OF $15,500 FROM THE DEALERSHIP TOWARDS THE PURCHASE OF A VEHICLE. 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 OF LIFE INSURANCE 45,911. TRANSFER OF ASSETS FROM OLD FOUNDATION 2,413,393. FORM 990, PART XII, LINE 2C: THE ORGANIZATION HAS A COMMITTEE THAT ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT AND SELECTION OF AN INDEPENDENT AUDITOR. THE MARVIN AND ROCHELLE MABERRY UNITRUST 2003 KOOTENAI HEALTH WAY COEUR DALENE ID 83814 826078525 UNITRUST ID KOOTENAI HEALTH FOUNDATION INC T 12180 199895 1.00000 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0