2025-11-10T15:58:33-06:00 2024-12-31 410746749 CLIFTONLARSONALLEN LLP 121 SOUTH TEJON STREET SUITE 1100 COLORADO SPRINGS CO 80903 990 2024-01-01 742390346 SAN JUAN HEALTHCARE FOUNDATION INC C/O MONTROSE REGIONAL HEALTH SANJ 9702522580 800 SOUTH 3RD STREET MONTROSE CO 81401 KATHERINE LOWER PRESIDENT 9702522580 2025-11-10 1 1 SARAH HINTZ P00492291 7196350330 2025-11-10 2024 2025-03-06 01:10:19Z KATHERINE LOWER 800 SOUTH 3RD STREET MONTROSE CO 81401 398229 0 X WWW.SANJUANHF.ORG X 1982 CO DEVELOP RESOURCES FOR IMPROVING HEALTHCARE IN THE MONTROSE REGION. X 10 10 0 11 0 0 126286 378385 0 0 47095 19844 -13530 0 159851 398229 74431 2185081 0 0 0 0 0 0 50 16035 9026 90466 2194107 69385 -1795878 1961209 305768 0 0 1961209 305768 X WE DEVELOP RESOURCES THAT GO TOWARDS THE IMPROVEMENT OF HEALTH AND WELLNESS IN THE MONTROSE REGION. THESE RESOURCES ARE FOR THE ADVANCEMENT OF CHARITABLE, SCIENTIFIC, OR EDUCATIONAL HEALTHCARE NEEDS. WE RECOGNIZE THE ROLE OF THE DONOR (CONTINUED ON SCH O)IN THE ADVANCEMENT OF THE FOUNDATION AND PLEDGE TO ACCEPT, INVEST, AND ADMINISTER GIFTS ACCORDING TO THE WISHES OF THE DONOR AND THE NEEDS OF THE COMMUNITY. TOWARD THESE ENDS, WE ENCOURAGE GIVING TO LIFE AND A LIFETIME OF GIVING. 0 1 2185081 2185081 0 THE SAN JUAN HEALTHCARE FOUNDATION WAS FOUNDED IN 1982 TO LOOK TOWARD THE FUTURE OF HEALTH CARE NEEDS IN OUR COMMUNITY. THE FOUNDATION'S VISION OF SUPPORT FOR HEALTHCARE FACILITIES, EDUCATION AND EQUIPMENT HAS MAINTAINED ITSELF OVER THE YEARS. 2024 PROGRAM ACCOMPLISHMENTS INCLUDE: $8,720 TO MONTROSE REGIONAL HEALTH FOR A BLANKET WARMER, $6,000 TO BOSOM BUDDIES FOR A BREAST CANCER AWARENESS EVENT, $5,000 TO ALL POINTS TRANSIT FOR RADIOS, $7,000 IN EDUCATIONAL SCHOLARSHIPS. 2185081 1 1 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 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 10 10 0 0 0 0 0 0 0 1 0 0 0 1 1 1 1 0 1 0 0 0 X KATHERINE LOWER 9702522564 800 S 3RD ST MONTROSE CO 81401 X KATHERINE LOWER PRESIDENT 1.00 X X 0 0 0 ROBYN FUNK VICE PRESIDENT 1.00 X X 0 0 0 ALLISON NADEL PAST PRESIDENT 1.00 X X 0 0 0 PATRICIA CHALOUPKA SECRETARY/TREASURER 1.00 X X 0 0 0 PHOEBE BENZIGER DIRECTOR 1.00 X 0 0 0 PERLA DOMINGUEZ DIRECTOR 1.00 X 0 0 0 KAYE HOTSENPILLER DIRECTOR 1.00 X 0 0 0 J DAVID REED DIRECTOR 1.00 X 0 0 0 PERLA RIVERA DIRECTOR 1.00 X 0 0 0 PHYLLIS WIESNER DIRECTOR 1.00 X 0 0 0 LEANN TOBIN EXECUTIVE DIRECTOR 10.00 X 0 0 0 0 0 0 0 0 0 0 0 378385 378385 19844 19844 398229 0 0 19844 2154231 2154231 30850 30850 3328 3328 3479 3479 196 196 53 53 1569 1569 BOARD EXPENSE 351 351 FUNDRAISING EXPENSE 50 50 2194107 2185081 8976 50 106637 300859 2083 1170 2209 2700 1851319 1961209 305768 0 0 X 0 0 0 0 1961209 305768 1961209 305768 1961209 305768 -1795878 137292 3145 0 X X 0 0 0 X 90094 193829 147240 126286 378385 935834 90094 193829 147240 126286 378385 935834 413348 522486 28579 32220 54705 47095 19844 182443 151 151 756 12 25 793 1119221 0.46680 0.67840 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1 BOSOM BUDDIES OF SOUTHWEST COLORADO PO BOX 1263 MONTROSE CO 81402 650539336 501(C)(3) 6000 0 N/A N/A GENERAL SUPPORT MONTROSE REGIONAL HEALTH 800 S 3RD ST MONTROSE CO 81401 846002707 501(C)(3) 306126 0 N/A N/A FOR ORGANIZATION TO PURCHASE EQUIPMENT MONTROSE REGIONAL HEALTH FOUNDATION 800 S 3RD ST MONTROSE CO 81401 993291482 501(C)(3) 1727638 0 N/A N/A TRANSFER OF ASSETS 3 0 SCHOLARSHIPS 4 7000 N/A N/A PATIENT ASSISTANCE 42 23850 N/A N/A PART I, LINE 2: IN REGARDS TO SCHOLARSHIPS, STUDENT ARE REQUIRED TO REPORT THEIR PROGRESS. FOR GRANTS GIVEN TO PURCHASE EQUIPMENT, INVOICES AND RECEIPTS ARE REQUIRED BY THE FOUNDATION AND MAINTAINED IN ITS FILES. PART III, COLUMN (B): FOR SCHOLARSHIPS, APPLICATIONS ARE COMPLETED. ONCE REVIEWED, THE BOARD APPROVES PAYMENTS TO THE RECIPIENTS SCHOOL. INVESTMENTS - PUBLICLY TRADED 2024-09-16 1727638 FMV 993291482 MONTROSE REGIONAL HEALTH FOUNDATION 800 S 3RD ST MONTROSE CO 81401 501(C)(3) 1 0 0 0 PART II, LINE 2E: PERSON(S) INVOLVED: KAYE HOTSENPILLER, ALLISON NADEL, KATHERINE LOWER PART II, LINE 2E: EXPLANATION OF INVOLVEMENT: KAYE HOTSENPILLER BECAME THE BOARD CHAIR OF MONTROSE REGIONAL HEALTH FOUNDATION.ALLISON NADEL BECAME THE VICE CHAIR OF MONTROSE REGIONAL HEALTH FOUNDATION.KATHERINE LOWER BECAME A BOARD MEMBER OF MONTROSE REGIONAL HEALTH FOUNDATION. FORM 990, PART III, LINE 3 IN 2024, THE BOARD VOTED TO DISSOLVE OPERATIONS AND DONATE ALL ASSETS TO THE MONTROSE REGIONAL HEALTH FOUNDATION. NO FUNDRAISING EVENTS WERE HELD IN 2024. FORM 990, PART VI, SECTION A, LINE 8B THERE ARE NO COMMITTEES WITH AUTHORITY TO ACT ON BEHALF OF THE BOARD. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PREPARED BY A THIRD PARTY AND IS REVIEWED BY THE EXECUTIVE BOARD PRIOR TO FILING WITH THE IRS. ALL BOARD MEMBERS ARE PROVIDED A COPY OF THE FORM 990 PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C ANNUALLY, THE PRESIDENT OF THE BOARD SHALL SEND TO ALL BOARD MEMBERS A COPY OF THE POLICY, TOGETHER WITH AN EXPLANATION AND QUESTIONNAIRE WHICH IS TO BE COMPLETED AND RETURNED TO HIM/HER. THE PRESIDENT OF THE BOARD SHALL SUBMIT TO THE FOUNDATION BOARD ANY CONFLICT OF INTEREST CONCERNING BOARD MEMBERS. THE BOARD IS CHARGED WITH TAKING APPROPRIATE ACTION WITH RESPECT TO ANY REPORTED CONFLICTS. IF A CONFLICT IS IDENTIFIED, THE INDIVIDUAL INVOLVED WILL REFRAIN FROM DISCUSSION AND VOTING ON THE MATTER IN WHICH THERE IS A CONFLICT. DOCUMENTATION OF DELIBERATIONS AND DECISIONS CAN BE FOUND IN THE BOARD MINUTES. FORM 990, PART VI, SECTION C, LINE 19 DISCLOSURE OF GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. INTERESTED PARTIES MUST CONTACT THE SAN JUAN HEALTHCARE FOUNDATION OFFICE. FORM 990, PART XII, LINE 1: MODIFIED ACCRUAL ACCOUNTING METHOD IS USED BECAUSE ACCOUNTS PAYABLE, PLEDGES RECEIVABLE, AND NOMINAL GRANTS PAYABLE ARE NOT ACCRUED.