2026-04-15T10:41:44-05:00 2025-05-31 390859910 BAKER TILLY ADVISORY GROUP LP 66 HUDSON BLVD E SUITE 2200 NEW YORK NY 10001 990 2024-06-01 810392270 ST PETER'S HEALTH FOUNDATION STPE 4064442370 2500 BROADWAY STREET HELENA MT 59601 NATHAN COBURN CHIEF FINANCIAL OFFICER 4064442370 2026-04-14 1 1 MARY-EVELYN ANTONETTI P00431862 2126976900 2026-04-14 2024 2025-03-06 01:10:19Z NATHAN COBURN 2500 BROADWAY STREET HELENA MT 59601 6225976 0 X WWW.SPHEALTH.ORG X 1978 MT BENEFIT AND SUPPORT OF ST. PETER'S HEALTH. 13 11 0 63 0 0 5170284 4361478 0 0 3669543 1440662 530956 -111316 9370783 5690824 3627336 5801520 0 0 0 0 0 0 0 203587 110962 3830923 5912482 5539860 -221658 32417549 35959267 618605 3469119 31798944 32490148 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. 0 0 5492326 5492326 0 SUPPORT PROVIDED TO ST. PETER'S HEALTH TO HELP FURTHER THEIR MISSION. 137560 137560 0 PROVIDING EDUCATIONAL SCHOLARSHIPS TO EMPLOYEES OF ST. PETER'S HEALTH. 55553 55553 0 PROVIDING SUPPORT TO EMPLOYEES OF ST. PETER'S HEALTH 116081 116081 0 PROVIDING ASSISTANCE TO PATIENTS OF ST. PETER'S HEALTH. 116081 116081 0 5801520 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 1 0 0 0 0 1 0 0 0 1 27 0 1 0 0 0 0 0 0 1 1 0 0 0 0 0 0 X 13 11 1 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 0 0 0 MT X DON COX 4064956915 2500 BROADWAY STREET HELENA MT 59601 BLAIR FJESETH CHAIR ELECT (LEFT 1/2025) 1.00 0.00 X X 0 0 0 JEANNIE ETCHART SECRETARY 1.00 0.00 X X 0 0 0 MELANIE HALL TREASURER 1.00 0.00 X X 0 0 0 NATE MCCARTHY CHAIR 1.00 1.00 X X 0 0 0 NATHAN COBURN CFO 1.00 40.00 X X 0 398066 81257 BISHOP MARTHA STEBBINS TRUSTEE 1.00 0.00 X 0 0 0 BOB HEBERLY TRUSTEE 1.00 0.00 X 0 0 0 JOHN PATRICK TRUSTEE (LEFT 9/2024) 1.00 0.00 X 0 0 0 KRISTIN KERR TRUSTEE 1.00 0.00 X 0 0 0 PAM SCHINDLER TRUSTEE (LEFT 6/2024) 1.00 0.00 X 0 0 0 PETE JOHNSON TRUSTEE 1.00 0.00 X 0 0 0 STEVE FAWCETT TRUSTEE 1.00 0.00 X 0 0 0 STEVE SCHROEDER TRUSTEE 1.00 0.00 X 0 0 0 CINDY BULTENA TRUSTEE (FROM 9/2024) 1.00 0.00 X 0 0 0 BRANDON NEWGARD MD TRUSTEE (FROM 6/2024) 1.00 40.00 X 0 958239 55668 CARINA WILMOT TRUSTEE (FROM 6/2024) 1.00 0.00 X 0 0 0 STEPHEN MASON VP OF FOUNDATION, NON-VOTING 1.00 40.00 X 0 325466 48321 WADE JOHNSON CEO 1.00 40.00 X 0 941348 76751 0 2623119 261997 0 0 1 0 0 428001 43739 384520 3505218 100923 4361478 822962 822962 963828 346128 617700 617700 617700 70009 428001 189024 -119015 -119015 MISCELLANEOUS INCOME 900099 7699 7699 7699 5690824 0 0 1329346 5492326 5492326 309194 309194 99703 99703 11259 11259 5912482 5801520 110962 0 926007 1573430 3909440 4807787 23368968 26905771 1972388 2401915 2240746 270364 32417549 35959267 55817 0 562788 3469119 618605 3469119 X 4283037 3815550 27515907 28674598 31798944 32490148 32417549 35959267 X -221658 1041969 -137621 8514 X 0 1 X 1 1 1 X 1823172 2294053 2430192 5170284 4361478 16079179 1823172 2294053 2430192 5170284 4361478 16079179 1428614 14650565 437974 906081 583586 3397964 822962 6148567 122774 39297 530956 693027 7699 7699 22928472 0.63900 0.61720 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISCELLANEOUS INCOME - 2024 AMOUNT: $ 7,699. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 19645423 2769531 1753522 1524521 22643955 19340470 745625 446740 887412 19645423 16680873 2725600 415152 481155 19340470 16731066 429101 -114760 364534 16680873 12895435 593529 3314823 72721 16731066 0.05580 0.51630 0.42790 0 0 0 ALTERNATIVE INVESTMENTS 2401915 F 2401915 ANNUITIES 252645 DUE TO AFFILIATE 3216474 3469119 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. GALA 358070 291621 66449 13674 6132 49459 15536 50903 GOLF TOURNAMENT 91185 87625 3560 9950 10316 9743 500 5176 1 48755 48755 15413 891 1331 498010 428001 70009 23624 31861 60093 16036 57410 189024 -119015 0 ST PETER'S HEALTH 2475 BROADWAY HELENA MT 59601 810233121 501(C)(3) 5492326 0 SUPPORT ORGANIZATION 1 0 EMPLOYEE ASSISTANCE 55 55553 PATIENT ASSISTANCE 1511 116081 SCHOLARSHIPS TO EMPLOYEES 79 137560 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. 0 0 0 0 0 0 0 0 0 WADE JOHNSON CEO 0 396617 0 476846 0 67885 0 43700 0 33051 0 1018099 0 476856 BRANDON NEWGARD MD TRUSTEE (FROM 6/2024) 0 811592 0 145825 0 822 0 20700 0 34968 0 1013907 0 0 NATHAN COBURN CFO 0 374558 0 0 0 23508 0 43700 0 37557 0 479323 0 0 STEPHEN MASON VP OF FOUNDATION, NON-VOTING 0 325466 0 0 0 0 0 20208 0 28113 0 373787 0 0 PART I, LINE 3 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. ST. PETER'S HEALTH, A RELATED ORGANIZATION, PAYS THE CEO USING THE FOLLOWING METHODS TO ESTABLISH COMPENSATION: - COMPENSATION COMMITTEE - INDEPENDENT COMPENSATION CONSULTANT - COMPENSATION SURVEY OR STUDY - APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE X 4 139147 FMV 0 0 1 0 PART I, COLUMN (B): COLUMN B IS THE NUMBER OF CONTRIBUTIONS. 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 *BRANDON NEWGARD, MD *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 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 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 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 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 15 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 18 THE ORGANIZATION'S TAX RETURNS ARE AVAILABLE UPON REQUEST. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. FORM 990, PART XI, LINE 9: CHANGE IN VALUE OF SPLIT-INTEREST AGREEMENTS 8,514. ST PETER'S HEALTH 2475 BROADWAY HELENA MT 59601 810233121 HEALTHCARE MT 501(C)(3) LINE 3 N/A 0 CHARITABLE REMAINDER UNITRUST (2) CRUT MT ST PETER'S FOUNDATION T 0 CHARITABLE REMAINDER ANNUITY TRUST (2) CRAT MT ST PETER'S FOUNDATION T 0 0 1 1 0 1 0 0 0 0 0 0 1 0 1 1 1 1 0 0