2025-11-03T10:48:13-06:00 2024-12-31 990 2024-01-01 651202190 ST JAMES HEALTHCARE FOUNDATION INC STJA 4067825640 400 SOUTH CLARK ST BUTTE MT 59701 JANET COE CHAIR 4067825640 2025-11-03 0 2024 2025-03-06 01:10:19Z JANET COE 400 SOUTH CLARK ST BUTTE MT 59701 1806051 0 0928 X SEE SCHEDULE O X 2003 MT WE REVEAL AND FOSTER GOD'S HEALING LOVE BY IMPROVING THE HEALTH OF THE PEOPLE AND COMMUNITIES WE SERVE, ESPECIALLY THOSE WHO ARE POOR AND VULNERABLE. 8 6 0 34 0 0 1217699 1436700 0 0 63682 310814 5266 -29179 1286647 1718335 784448 638579 0 0 213022 217136 0 0 161755 159569 190120 1157039 1045835 129608 672500 2830750 3367265 146256 62801 2684494 3304464 X WE REVEAL AND FOSTER GOD'S HEALING LOVE BY IMPROVING THE HEALTH OF THE PEOPLE AND COMMUNITIES WE SERVE, ESPECIALLY THOSE WHO ARE POOR AND VULNERABLE. 0 0 690825 638579 0 ST. JAMES HEALTHCARE FOUNDATION, A 501(C)(3) NOT-FOR-PROFIT CHARITABLE ORGANIZATION WAS FORMED IN 2003, AND IT OPERATES TO ADDRESS THREE MAIN PURPOSES:1. TO RAISE FUNDS TO AUGMENT CAPITAL PURCHASES AND PROGRAM DEVELOPMENT AT ST. JAMES HEALTHCARE.2. TO PROVIDE DIRECT ASSISTANCE TO INDIVIDUALS AND ORGANIZATIONS IN BUTTE AND SURROUNDING COMMUNITIES IN RELATION TO HEALTH CARE AND HEALTHY LIVING.3. TO CONDUCT OUTREACH AND AWARENESS ACTIVITIES TO MAINTAIN ST. JAMES AND ITS FOUNDATION AS VISIBLE COMMUNITY PARTNERS IN IMPROVING THE LIVING EXPERIENCE OF LOCAL CITIZENS AND VISITORS. ST. JAMES HEALTHCARE COVERS THE ADMINISTRATIVE COSTS OF THE FOUNDATION SO 100% OF ASSOCIATE AND COMMUNITY CONTRIBUTIONS GO DIRECTLY TOWARD HELPING PEOPLE IN NEED. ON APRIL 1, 2022, INTERMOUNTAIN HEALTH CARE, INC. AND SISTERS OF CHARITY OF LEAVENWORTH HEALTH SYSTEM, INC. AFFILIATED, CREATING A MODEL HEALTH SYSTEM THAT PROVIDES HIGH-QUALITY, ACCESSIBLE, AND AFFORDABLE HEALTHCARE TO COMMUNITIES IN UTAH, IDAHO, NEVADA, COLORADO, MONTANA, AND WYOMING. THE ORGANIZATION EMPLOYS MORE THAN 68,000 CAREGIVERS, OPERATES 33 HOSPITALS (INCLUDING ONE VIRTUAL HOSPITAL), AND RUNS HUNDREDS OF CLINICS, WHILE PROVIDING HEALTH INSURANCE TO OVER ONE MILLION PEOPLE IN UTAH, IDAHO AND NEVADA.AS PART OF INTERMOUNTAIN HEALTHCARE, ST. JAMES HAS DIRECT ACCESS TO BEST PRACTICES, RESOURCES, TECHNOLOGY, TALENT AND STRATEGIC CAPITAL.THE ST. JAMES HEALTHCARE FOUNDATION OFFERS MANY HELPFUL PROGRAMS AND SERVICES INCLUDING:PATIENT COMPASSION PROGRAM:THE PATIENT COMPASSION PROGRAM OFFERS FINANCIAL ASSISTANCE TO INDIVIDUALS AND THEIR FAMILIES THROUGHOUT SOUTHWEST MONTANA WHO MUST TRAVEL OUT OF TOWN TO GET SPECIALIZED MEDICAL TREATMENT NOT AVAILABLE IN BUTTE. THE PROGRAM ALSO PROVIDES ASSISTANCE TO PATIENTS FROM THE SURROUNDING AREA TO TRAVEL TO BUTTE FOR THEIR MEDICAL CARE. IT HELPS FAMILIES AND INDIVIDUALS WITH FUEL COSTS, HOTEL EXPENSES, BUS VOUCHERS, AIRLINE TICKETS, AND OTHER EXPENSES. IN ADDITION TO TRAVEL ASSISTANCE, THE PROGRAM HELPS PATIENTS AFTER BEING DISCHARGED FROM THE HOSPITAL WITH RECOVERY MEDICATION, EQUIPMENT AT HOME, AND CO-PAYS. DIABETES PROGRAM:SEVERAL YEARS AGO, ST. JAMES HEALTHCARE ESTABLISHED A COMMUNITY-WIDE DIABETES PROGRAM WITH THE HELP OF A FEDERAL PLANNING GRANT THROUGH THE U.S. DEPARTMENT OF HEALTH & HUMAN SERVICES' HEALTH RESOURCES AND SERVICE ADMINISTRATION (HRSA). THE GOAL OF THE PROGRAM IS TO DEVELOP A NETWORK WITHIN THE COMMUNITY AND TO HAVE A CENTRAL PLAN OF ACTION FOR THOSE AT RISK OF DEVELOPING OR PREVIOUSLY DIAGNOSED WITH DIABETES. THROUGH THE PROGRAM, ST. JAMES HEALTHCARE COLLABORATES WITH ORGANIZATIONS AND HEALTH CARE PROVIDERS THROUGHOUT SOUTHWEST MONTANA WHO DEAL WITH DIABETES. A DIABETES PREVENTION PROGRAM GRANT FROM THE MONTANA DEPARTMENT OF PUBLIC HEALTH AND HUMAN SERVICES HELPS PREVENT DIABETES IN THOSE AT RISK THROUGH TEACHING PEOPLE ABOUT NUTRITION AND ACTIVITIES TO PREVENT THE ONSET OF DIABETES.SCHOLARSHIPS:ST. JAMES HEALTHCARE FOUNDATION IS PROUD TO OFFER SCHOLARSHIPS TO INDIVIDUALS WHO HAVE CHOSEN HEALTH CARE AS THEIR FIELD OF STUDY. THERE ARE TWO SCHOLARSHIPS THAT ARE CURRENTLY AVAILABLE:BERN AND RUTH DENNEHY SCHOLARSHIPST. JAMES NURSING ALUMNI SCHOLARSHIPST. JAMES FOUNDATION PROVIDES AND MANAGES THE FOLLOWING GRANT FUNDS IN SUPPORT OF THE HEALTHCARE NEEDS OF THE COMMUNITY. UNRESTRICTED/GREATEST NEED - DOLLARS NOT RESTRICTED TO A SPECIFIC FUND THAT ARE TRANSFERRED TO ST. JAMES ON A QUARTERLY BASIS FOR THEM TO DETERMINE THE AREA OF GREATEST NEED TO USE THOSE DOLLARS.ASSOCIATE CRISIS FUND - LOANS AND A FEW GRANTS GIVEN TO ASSOCIATES DURING TIMES OF CRISIS. ASSOCIATES MUST FILL OUT PAPERWORK AS WELL AS MEET CERTAIN CRITERIA TO BE AWARDED THESE LOANS/GRANTS.CANCER CENTER FUND - DOLLARS GO TO THE CANCER CENTER FOR PATIENT AND DEPARTMENT NEEDS.MOM'S SUPPORT GROUP - MONEY USED FOR SUPPLIES FOR A NEW MOM'S SUPPORT GROUP FOR THE COMMUNITY.OB - MONEY RAISED AT LAST YEAR'S SPIRIT GALA TO MAKE RENOVATIONS AND UPGRADES ON THE OB FLOOR.PATIENT COMPASSION FUND - FUNDS ARE USED TO HELP PATIENTS IN NEED. INCLUDES HELP WITH PRESCRIPTION CO-PAYS, GAS CARDS, LODGING AND HOTEL IF THERE IS A NEED TO TRAVEL, GROCERIES, AND OTHER THINGS OUR CASE MANAGERS AT ST. JAMES HEALTHCARE DEEMS IS OUR PATIENTS GREATEST NEED DURING THEIR MEDICAL CRISIS. PHARMACY - REIMBURSEMENT FOR CONFERENCES AND CONTINUED EDUCATION OPPORTUNITIES FOR ST. JAMES PHARMACISTS. RESPIRATORY EDUCATION - A FUND SET UP BY DR. CHAN AT ST. JAMES TO GIVE THE GIFT OF CONTINUED EDUCATION TO RESPIRATORY THERAPISTS AT ST. JAMES HEALTHCARE.DPHHS GRANT - DIABETES PREVENTION GRANT THAT FUNDS OUR DIABETES PROGRAM AT ST. JAMES HEALTHCARE. DIABETES OTHER - SENDS KIDS IN BUTTE TO THE STATE DIABETES KIDS CAMP EACH SUMMER. 690825 1 1 0 0 0 0 0 0 0 1 0 1 0 0 1 0 0 1 0 0 0 0 0 0 1 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 1 X 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 X 8 6 1 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 0 0 0 X COLIN QUINCY 8014423491 36 SOUTH STATE STREET SUITE 1600 SALT LAKE CITY UT 84111 X HOLLY FERGUSON TRUSTEE 1.00 50.00 X 0 178655 67369 KACIE BRINEY TRUSTEE 50.00 0.00 X 0 105911 33459 JANET COE CHAIR 1.00 0.00 X X 0 0 0 LIZ DENNEHY TRUSTEE 1.00 0.00 X 0 0 0 DAN DENNEHY TRUSTEE 1.00 0.00 X 0 0 0 SOPHIE KITSON TRUSTEE 1.00 0.00 X 0 0 0 KRISSY KRACZKOWSKY TRUSTEE (PARTIAL) 1.00 0.00 X 0 0 0 JOHN MORGAN TRUSTEE 1.00 0.00 X 0 0 0 AMY OLSON TRUSTEE 1.00 0.00 X 0 0 0 0 284566 100828 0 0 1 0 0 214043 402376 499505 320776 22895 1436700 57238 57238 253576 0 253576 253576 253576 58537 214043 87716 -29179 -29179 1718335 0 0 281635 589731 589731 48848 48848 127898 12790 38369 76739 63532 6353 19060 38119 3442 344 1033 2065 9747 975 2924 5848 12517 1251 3755 7511 6566 6566 26518 26518 9 3 6 51710 51710 6718 2239 4479 705 235 470 SHARED SERVICES - MISC 26263 26263 SUPPLIES 13805 6903 6902 EDUCATION EXPENSES 13500 6750 6750 SHARED SERVICES - RISK 10481 10481 33845 16880 16965 1045835 690825 193255 161755 458880 280739 20000 12885 2351870 3073641 2830750 3367265 146256 62801 146256 62801 X 854402 1135250 1830092 2169214 2684494 3304464 2830750 3367265 672500 -60795 10380 -2115 0 X 0 1 X 1 0 X X 1 ST JAMES HEALTHCARE 810231785 3 1 568019 0 1 568019 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1830092 903231 44184 608293 2169214 1734169 878858 30621 813556 1830092 1499543 714391 -30367 449398 1734169 4368820 472377 10491 3352145 1499543 4773804 1819711 14882 2239577 4368820 0.00000 0.25600 0.74400 0 0 0 INTEREST IN INTERMOUNTAIN HEALTH CARE INC. INVESTMENTS 3073641 F 3073641 DEFERRED GIFT ANNUITY PAYABLES 14279 INTERCOMPANY PAYABLE 48522 62801 PART V, LINE 4: THE FOUNDATION'S TEMPORARY ENDOWMENT FUNDS AND EARNINGS FROM THE PERMANENT ENDOWMENT FUNDS SUPPORT ST. JAMES HOSPITAL IN AREAS INCLUDING EMPLOYEE ASSISTANCE, ONCOLOGY, PATIENT EXPERIENCE, AND OTHER SERVICES AND PROGRAMS. SPIRIT GALA 241722 189337 52385 1480 39950 5500 25401 250 7033 SIP N SUPPORT 30858 24706 6152 50 2790 500 3717 250 795 272580 214043 58537 1530 42740 6000 29118 500 7828 87716 -29179 1 ST JAMES HEALTHCARE 400 SOUTH CLARK STREET BUTTE MT 59701 810231785 501(C)(3) 568019 0 SUPPORT CHARITABLE MISSION SISTERS OF CHARITY OF LEAVENWORTH HEALTH SYSTEM INC 500 ELDORADO BLVD SUITE 4300 BROOMFIELD CO 80021 237379161 501(C)(3) 17010 0 SUPPORT CHARITABLE MISSION 2 0 SCHOLARSHIPS 2 2000 0 PATIENT ASSISTANCE FUND 127 34042 0 EMPLOYEE ASSISTANCE 23 12806 0 PART I, LINE 2: ST. JAMES HEALTHCARE FOUNDATION FOLLOWS GRANT GUIDELINES SPECIFIED BY THE GRANTOR OF FUNDS FOR SPECIFIED PROGRAMS. MONITORING ACTIVITIES INCLUDE DETAILED BUDGET REPORTING, OVERSIGHT BY THE PROGRAM OFFICER, AND COMMITTEE REVIEW. PERIODIC PROGRESS REPORTS ARE PROVIDED TO GRANTORS. 0 1 0 0 0 0 0 0 0 HOLLY FERGUSON TRUSTEE 0 157123 0 19803 0 1729 0 36203 0 31166 0 246024 0 18243 PART I, LINE 4B PAYMENTS FROM A SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN A RELATED ORGANIZATION PROVIDES A NONQUALIFIED DEFERRED COMPENSATION PLAN (NQDC) KNOWN AS THE SUPPLEMENTAL EXECUTIVE RETIREMENT PROGRAM (SERP) FOR EXECUTIVES (SENIOR MANAGEMENT) TO COMPENSATE FOR REGULATORY IMPOSED LIMITATIONS IN QUALIFIED RETIREMENT PLANS AND TO PROVIDE A BENEFIT CONSISTENT WITH OTHER NONPROFIT HEALTH SYSTEMS. THIS PLAN ENABLES THE EXECUTIVE TO EARN BENEFITS DURING EACH YEAR OF PARTICIPATION. IN 2014, IN AN EFFORT TO REDUCE LONG-TERM COSTS AND HAVE GREATER CONTROL OVER FINANCIAL RISK, THE SERP WAS CONVERTED FROM A DEFINED BENEFIT (DB) TO A DEFINED CONTRIBUTION (DC) DESIGN. CERTAIN MEMBERS OF SENIOR MANAGEMENT WHOSE BENEFITS WERE CONVERTED FROM DB TO DC WOULD HAVE BEEN DISPROPORTIONATELY AND NEGATIVELY AFFECTED BY THE CHANGE, SO THE COMMITTEE DETERMINED IT WOULD BE APPROPRIATE TO GRANT "TRANSITION CREDITS" IN ORDER TO MITIGATE THE NEGATIVE IMPACT OF THE CHANGE ON THEIR RETIREMENT BENEFITS. THIS IS A COMMON APPROACH EMPLOYED BY OTHER ORGANIZATIONS UNDERGOING A SIMILAR TRANSITION. THE TRANSITION CREDITS VEST IN ACCORDANCE WITH THE TERMS OF THE DC SERP (I.E., AFTER THREE YEARS) AND ARE PAID TO THE EXECUTIVE UPON VESTING. NQDC SERP PLAN STARTING IN 2014 STARTING IN 2014, THE RELATED ORGANIZATION'S NQDC SERP PLAN PROVIDED A BENEFIT TO ELIGIBLE PARTICIPANTS BASED ON A PERCENTAGE OF THEIR BASE COMPENSATION. THE VESTING PERIOD IS A ROLLING 3 YEARS OR WHEN THE PARTICIPANT IS AGE 65 OR OLDER. THERE WERE NO CONTRIBUTIONS TO THIS PLAN BEFORE JANUARY 1, 2014. ANY DISTRIBUTIONS FROM THIS PLAN ARE REPORTED BELOW. CERTAIN PARTICIPANTS ARE VESTED OR BECAME VESTED IN THE PLAN DURING 2024. VESTED AMOUNTS ARE PAYABLE TO THE RECIPIENT UPON THE END OF EMPLOYMENT. WHEN THE AMOUNTS BECOME TAXABLE THEY ARE INCLUDED ON THE PARTICIPANTS' W-2. THE AMOUNTS WITHDRAWN FROM THE NQDC SERP PLANS IN 2024 WERE: NONE ADDITIONAL OFFICER AND BOARD DISCLOSURES: THE SISTERS WHO SERVE AS OFFICERS AND/OR BOARD MEMBERS ARE MEMBERS OF THE SISTERS OF CHARITY OF LEAVENWORTH (A RELIGIOUS ORDER OF WOMEN). THE SISTERS HAVE TAKEN VOWS OF POVERTY AND RECEIVE NO COMPENSATION, EXPENSE ACCOUNT ALLOWANCE, OR CONTRIBUTIONS TO BENEFIT PLANS FOR THEIR SERVICES TO THE HEALTH SYSTEM. HOWEVER, A PAYMENT IS MADE DIRECTLY TO THE SISTERS OF CHARITY OF LEAVENWORTH FOR THE SERVICES OF THOSE WHO PERFORM PROFESSIONAL, ADMINISTRATIVE, AND OTHER SUCH SERVICES. FORM 990, PART I, LINE J WEBSITE: HTTPS://INTERMOUNTAINHEALTHCARE.ORG/GIVE/ST-JAMES-FOUNDATION FORM 990, PART V, LINE 1A EXPLANATION FOR NUMBER REPORTED IN BOX 3 OF FORM 1096: THE ORGANIZATION'S EXPENSES ARE PAID BY A RELATED 501(C)(3) TAX-EXEMPT ORGANIZATION. THE RELATED ORGANIZATION FILES THE REQUIRED FORM 1096 AND RELATED 1099 TAX FORMS FOR ANY EXPENDITURE THAT REQUIRES A FORM 1099 TO BE FILED. FORM 990, PART V, LINE 2A EXPLANATION FOR NUMBER REPORTED ON FORM W-3: THE ORGANIZATION LEASES EMPLOYEES FROM A RELATED 501(C)(3) TAX-EXEMPT ORGANIZATION. THE RELATED ORGANIZATION FILES THE REQUIRED W-3 AND RELATED W-2 TAX FORMS FOR THESE INDIVIDUALS. ACCORDING TO THE FORM 990 INSTRUCTIONS FOR PART IX, WE REFLECT THE LEASED EMPLOYEE'S COMPENSATION ON THE FORM 990, PART IX AS IF THE ORGANIZATION COMPENSATES THESE INDIVIDUALS. FORM 990, PART VI, SECTION A, LINE 2 DAN DENNEHY, A BOARD MEMBER OF ST. JAMES HEALTHCARE FOUNDATION, INC. IS A BROTHER-IN-LAW TO LIZA DENNEHY AND KRISSY KRACZKOWSKY. LIZA DENNEHY AND KRISSY KRACZKOWSKY ARE ALSO BOARD MEMBERS OF ST. JAMES HEALTHCARE FOUNDATION, INC. KACIE BRINEY / HOLLY FERGUSON - BUSINESS RELATIONSHIP. FORM 990, PART VI, SECTION A, LINE 6 MEMBERS OR STOCKHOLDERS: ST. JAMES HEALTHCARE IS THE SOLE MEMBER OF ST. JAMES HEALTHCARE FOUNDATION, INC. FORM 990, PART VI, SECTION A, LINE 7A POWER TO ELECT OR APPOINT MEMBERS: ST. JAMES HEALTHCARE, THE SOLE MEMBER OF ST. JAMES HEALTHCARE FOUNDATION, INC., APPROVES TRUSTEES OF ST. JAMES HEALTHCARE FOUNDATION, INC. BOARD OF TRUSTEES. FORM 990, PART VI, SECTION A, LINE 7B DECISIONS RESERVED TO MEMBERS OR STOCKHOLDERS: ST. JAMES HEALTHCARE HAS CERTAIN RESERVE POWERS TO APPROVE CHANGES TO THE ARTICLES OF INCORPORATION AND THE BYLAWS INCLUDING THE APPOINTMENT OR REMOVAL OF TRUSTEES AND THE PRESIDENT/CEO. SISTERS OF CHARITY OF LEAVENWORTH HEALTH SYSTEM, INC. ALSO HAS CERTAIN RESERVE POWERS OVER ANY CHANGE IN OWNERSHIP OF THE CORPORATION, CHANGE IN MISSION, ACQUISITION OF ASSETS, DISPOSAL OF ASSETS, LEASING OF ASSETS, INCURRENCE OF DEBT, MERGER OR DISSOLUTION, APPROVAL OF STRATEGIC PLANS AND BUDGETS, APPOINTMENT OF AUDITORS AND OVERSIGHT AND APPROVAL OF COMPENSATION AND BENEFITS FOR TRUSTEES, OFFICERS, KEY EMPLOYEES AND PHYSICIANS. FORM 990, PART VI, SECTION B, LINE 11B PROCESS USED TO REVIEW THE FORM 990: THE FORM 990 IS PREPARED BY THE TAX DEPARTMENT OF INTERMOUNTAIN HEALTH CARE, INC. AND SUBSIDIARIES. THE DRAFT FORM 990 IS REVIEWED BY CERTAIN MEMBERS OF SENIOR MANAGEMENT. A COPY OF THE FINAL FORM 990 IS PROVIDED TO THE BOARD OF DIRECTORS PRIOR TO THE FILING WITH THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C EACH OFFICER, DIRECTOR, TRUSTEE AND KEY EMPLOYEE IS REQUIRED TO COMPLETE A CONFLICT OF INTEREST QUESTIONNAIRE AT LEAST ANNUALLY. THESE INDIVIDUALS HAVE BEEN INSTRUCTED TO UPDATE THEIR QUESTIONNAIRE INFORMATION IF THEY BECOME AWARE OF A NEW POTENTIAL CONFLICT, OR IF ANY OF THE PREVIOUSLY REPORTED INFORMATION CHANGES. ADDITIONALLY, BOARD MEMBERS ARE ASKED AT THE BEGINNING OF EACH BOARD OR COMMITTEE MEETING IF THEY ARE AWARE OF ANY CONFLICTS. ACCORDING TO POLICY, THE QUESTIONNAIRES ARE COLLECTED AND REVIEWED BY INTERMOUNTAIN'S CHIEF COMPLIANCE OFFICER. POTENTIAL CONFLICTS OF INTEREST ARE REVIEWED WITH APPROPRIATE PERSONNEL, WHICH MAY INCLUDE (BUT IS NOT LIMITED TO) THE AUDIT AND COMPLIANCE COMMITTEE CHAIR, SENIOR MANAGEMENT AND THE LEGAL DEPARTMENT. IF AN INDIVIDUAL DISCLOSES A SITUATION THAT POSES A CONFLICT OF INTEREST, A DETERMINATION IS MADE WHETHER THE SITUATION CAN BE MANAGED (SUCH AS BY RECUSAL IN DECISION-MAKING SETTINGS) OR MUST BE ELIMINATED (SUCH AS THROUGH DIVESTITURE OF THE OUTSIDE INTEREST). FINDINGS ARE REPORTED TO THE AUDIT AND COMPLIANCE COMMITTEE OF INTERMOUNTAIN HEALTH CARE, INC. FORM 990, PART VI, SECTION C, LINE 19 AVAILABILITY OF GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS TO THE PUBLIC: ST. JAMES HEALTHCARE FOUNDATION, INC. DOES NOT CURRENTLY ALLOW PUBLIC INSPECTION OF ITS GOVERNING DOCUMENTS OR CONFLICT OF INTEREST POLICY. THE CONSOLIDATED FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC ON THE ELECTRONIC MUNICIPAL MARKET ACCESS WEBSITE (HTTPS://EMMA.MSRB.ORG/P21914280-P21463550-P21912552.PDF), A SERVICE PROVIDED BY THE MUNICIPAL SECURITIES RULEMAKING BOARD. FORM 990, PART VII, SECTION B, LINE 2 INDEPENDENT CONTRACTORS: THE ORGANIZATION'S EXPENSES ARE PAID BY A RELATED 501(C)(3) TAX-EXEMPT ORGANIZATION. THE RELATED ORGANIZATION FILES THE REQUIRED FORM 1096 AND RELATED 1099 TAX FORMS FOR ANY EXPENDITURE THAT REQUIRES A FORM 1099 TO BE FILED. 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