2026-05-04T13:00:16-05:00 2025-06-30 393647910 WIPFLI ADVISORY LLC 1502 LONDON ROAD SUITE 200 DULUTH MN 55812 990 2024-07-01 810231789 MONTANA CHILDREN'S HOME AND HOSPITAL MONT 4064447500 PO BOX 5539 HELENA MT 59604 CRAIG AASVED CHIEF EXECUTIVE OFFICER 4064447500 2026-05-04 1 1 MICHAEL J PETERSON CPA P01833529 2187224705 2026-05-04 2024 2025-03-06 01:10:19Z CRAIG AASVED PO BOX 5539 HELENA MT 59604 63843407 0 X WWW.SHODAIR.ORG X 1942 MT TO PROVIDE CHILDREN'S PSYCHIATRIC SERVICES PRIMARILY TO LOW-INCOME MONTANA CHILDREN AGES 3-17 AND TO PROVIDE GENETIC TESTING AND COUNSELING TO PRIMARILY MONTANA FAMILIES. 10 10 454 30 0 0 12325967 6984842 29477423 45626091 439929 836674 373071 2246440 42616390 55694047 0 0 0 0 27764166 38221215 0 0 0 14737917 17457971 42502083 55679186 114307 14861 118556699 119880969 61239642 62362636 57317057 57518333 X TO HEAL, HELP AND INSPIRE HOPE. 0 0 19831921 0 20532187 SHODAIR CHILDREN'S HOSPITAL PROVIDES PSYCHIATRIC INPATIENT SERVICES AGES 3 TO 17. THE SERVICES ARE PROVIDED ON TWO SEPARATE UNITS BASED ON THE CHILD'S DEVELOPMENTAL AGE. THE PROGRAMS OFFER INTENSIVE SERVICES FOR EMOTIONALLY AND BEHAVIORALLY IMPAIRED CHILDREN AND THEIR FAMILIES WHO ARE IN CRISIS. AT SHODAIR, CHILDREN AND FAMILIES INTERACT WITH A TEAM OF SPECIALISTS, INCLUDING NURSES, DOCTORS, THERAPISTS, AND TEACHERS. 766 CHILDREN WERE ADMITTED ON THESE UNITS DURING THE FISCAL YEAR. 16108748 0 16677548 SHODAIR CHILDREN'S HOSPITAL PROVIDES PSYCHIATRIC RESIDENTIAL TREATMENT SERVICES TO CHILDREN AGED 11-17. THE SERVICES ARE PROVIDED ON TWO SEPARATE UNITS BASED ON THE CHILD'S DEVELOPMENTAL AGE. EACH UNIT PROVIDES A THERAPEUTIC AND NURTURING ENVIRONMENT STAFFED WITH PSYCHIATRISTS, PSYCHOLOGISTS, PRIMARY THERAPISTS, RNS, AND SUPPORTING STAFF. 210 CHILDREN WERE SERVED ON THESE UNITS DURING THE FISCAL YEAR. 10 BEDS OPENED IN SEPTEMBER 2024. 5373904 0 5563657 SHODAIR CHILDREN'S HOSPITAL'S DEPARTMENT OF MEDICAL GENETICS STRIVES TO MEET GENETIC NEEDS OF MONTANANS THROUGH GENETIC TESTING, DIAGNOSIS, CONSULTATION, AND SUPPORT FOR FAMILIES THROUGH OUTREACH, SCHOLARSHIPS, AND EDUCATION. 2755406 0 2852699 SCHOOL BASED PROGRAM:COMPREHENSIVE SCHOOL AND COMMUNITY TREATMENT (CSCT) IS A MENTAL HEALTH SERVICE PROVIDED IN A SCHOOL SETTING. THERAPY IS PROVIDED WITHIN THE CLASSROOM THROUGH COLLABORATION WITH THE SCHOOL DISTRICT. THERAPY IS BILLED TO THE STUDENT'S INSURANCE. CSCT STAFF WORK WITH THE SCHOOL TEAM TO INCREASE YOUR CHILD'S SUCCESS IN THE CLASSROOM. INDIVIDUAL AND GROUP THERAPY IS PROVIDED DURING THE SCHOOL DAY.THE OTHER PROGRAM CONSIST OF TWO OUTPATIENT CLINICS, WITH THE MAIN OFFICE IN HELENA AND ANOTHER IN BUTTE. 2755406 0 2852699 44069979 1 1 0 1 0 0 0 1 0 1 1 0 0 1 1 0 0 1 0 0 0 0 0 0 0 0 1 1 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 1 32 0 454 1 0 0 0 0 0 0 0 0 0 0 0 0 X 10 10 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X ZIA BULLIS 4064447502 2755 COLONIAL DRIVE HELENA MT 59601 GALEN HOLLENBAUGH PRESIDENT/CHAIR 1.00 1.00 X X 0 0 0 DR DAVID LECHNER VICE PRESIDENT/CHAIR 1.00 1.00 X X 0 0 0 JOHN NORDWICK TREASURER 1.00 1.00 X X 0 0 0 JOSEPH SHEVLIN SECRETARY 1.00 1.00 X X 0 0 0 JUSTIN EVANS BOARD MEMBER 1.00 1.00 X 0 0 0 STEVEN JOHNSON BOARD MEMBER 1.00 1.00 X 0 0 0 DR JOEL MAES BOARD MEMBER 1.00 1.00 X 0 0 0 EMILY MCVEY BOARD MEMBER 1.00 1.00 X 0 0 0 SANDRA SMITH BOARD MEMBER (THRU SEP '24) 1.00 1.00 X 0 0 0 ERIC STRAUSS BOARD MEMBER 1.00 1.00 X 0 0 0 DR EDWARD SURBRUGG BOARD MEMBER 1.00 1.00 X 0 0 0 CRAIG AASVED CHIEF EXECUTIVE OFFICER 30.00 10.00 X 350754 0 64852 KELLEY GENTRY CHIEF FINANCIAL OFFICER 30.00 10.00 X 316788 0 14794 DR KEITH FOSTER PHYSICIAN 40.00 X 375070 0 57598 SETH SIMPSON PHYSICIAN 40.00 X 380434 0 64519 KIMBER PEZZONI PHYSICIAN 40.00 X 343089 0 64031 DR THOMAS HOFFMAN CMO OF PSYCHIATRY 40.00 X 350137 0 60887 DR ABE ELIAS CMO OF GENETICS 40.00 X 266185 0 66044 2382457 0 392725 43 0 1 0 AYA HEALTHCARE PO BOX 674907 DALLAS TX 75267 TRAVEL NURSES 2203559 THOMAS MANAGEMENT 700 E FRANKLIN MERIDIAN ID 83642 CAFE SERVICES 841988 DICK ANDERSON CONSTRUCTION 3424 HWY 12E HELENA MT 59601 CONSTRUCTION 302803 AMBE HEALTHCARE STAFFING LLC 555 SECAUCUS RD SEACAUCUS NJ 07094 TRAVEL NURSES 273617 WIPFLI ADVISORY LLC PO BOX 3160 MILWAUKEE WI 53201 AUDITING SERVICES 185314 8 4014468 2475384 494990 6984842 ACUTE SERVICES 621400 20532187 20532187 RESIDENTIAL TREATMENT SERVICES 621400 16677548 16677548 GENETICS SERVICES 621500 5563657 5563657 SCHOOL BASED SERVICES 624110 2426066 2426066 PHARMECEUTICAL REVENUE 621400 379981 379981 46652 46652 45626091 863101 863101 1200000 1200000 300140 0 300140 300140 300140 8121733 1200 8149063 297 -27330 903 -26427 -26427 CAFETERIA SALES 722514 520094 520094 INSURANCE PROCEEDS 900099 80096 80096 146110 146110 746300 55694047 45626091 0 3083114 817505 817505 31019778 26846669 4173109 1002396 825315 177081 3443872 2881892 561980 1937664 1591935 345729 37000 37000 99757 99757 99110 99110 21000 21000 29398 29398 1443160 757867 685293 179167 9594 169573 308105 103371 204734 1724667 22095 1702572 1475471 1472118 3353 119204 82922 36282 116634 98080 18554 1962308 1962308 3083827 3083827 889466 582814 306652 BAD DEBT EXPENSE 2375717 2375717 MEDICAID UTILIZATION 1408575 1408575 GENERAL SUPPLIES 935996 925320 10676 LAB SUPPLIES 522902 522902 626507 478966 147541 55679186 44069979 11609207 0 58152 22858 1276625 3217619 14614951 19102374 179024 245761 534949 432726 86504477 17005116 71297935 69499361 22534990 19897936 900 900 8059173 7461434 118556699 119880969 4720843 7588917 53624251 52355432 2894548 2418287 61239642 62362636 X 57302288 57503564 14769 14769 57317057 57518333 118556699 119880969 14861 186415 0 X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X 21000 21000 21000 21000 55658186 61239200 55679186 61260200 1000000 1000000 250000 250000 0 0 0 0 1000000 1000000 1000000 1000000 4000000 6000000 12000 21000 12530 21000 66530 250000 250000 250000 250000 1000000 1500000 5000 X 0 2761320 489792 3251112 2433768 327552 2761320 2222600 211168 2433768 2493419 300 -271119 2222600 2026809 300 466310 2493419 0.00000 0.33550 0.66450 0 1 1 834433 834433 69389077 9407795 59981282 15631044 7597321 8033723 649923 649923 69499361 DUE FROM MONTANA CHILDREN'S FOUNDATION 4400507 ROU ASSET 2257539 INVESTMENT INCOME RECEIVABLE 559045 CASH SURRENDER VALUE OF LIFE INSURANCE 131060 PARETO STOP LOSS 108283 ART 5000 7461434 ROU LIABILITY 2281779 DEFERRED COMPENSATION LIABILITY 131060 SECURITY DEPOSITS 5448 2418287 PART III, LINE 4: THE ORGANIZATION WAS GIFTED AN ORIGINAL PAINTING THAT HAS BECOME A VERY POPULAR WORK OF ART THAT REPRESENTS THE MISSION OF MONTANA'S CHILDREN'S HOSPITAL. THE ORGANIZATION WILL OCCASIONALLY USE PRINTS OF THE PAINTING AT EVENTS. THE PAINTING IS SOMETIMES ON DISPLAY IN THE FOUNDATION OR THE HOSPITAL. PART V, LINE 4: THE ORGANIZATION USES THE RATE OF RETURN WITHIN THE ENDOWMENT TO PAY FOR CAPITAL IMPROVEMENTS AND PURCHASES FOR THE HOSPITAL. 1 1 X 1 X 1 X 500.000000000000 1 1 1 0 0 1557761 1557761 0.02920 33813363 30227367 3585996 0.06730 3045192 2410936 634256 0.01190 38416316 32638303 5778013 0.10840 15000 15000 0.00030 15000 15000 0.00030 38431316 32638303 5793013 0.10870 1 2375717 0 X 1 1 1 1 SHODAIR CHILDREN'S HOSPITAL PO BOX 5539 HELENA MT 59604 WWW.SHODAIR.ORG 13007 X X SHODAIR CHILDREN'S HOSPITAL 1 0 0 1 X X X X X X X X X 24 1 0 0 1 X HTTPS://SHODAIR.ORG/RESOURCES/#CHNA-AND-CHIP X 1 24 1 HTTPS://SHODAIR.ORG/RESOURCES/#CHNA-AND-CHIP 0 1 X 200.000000000000 500.000000000000 X X X X 1 1 X X 1 X HTTPS://SHODAIR.ORG/RESOURCES/FINANCIAL-ASSISTANCE/ X HTTPS://SHODAIR.ORG/RESOURCES/FINANCIAL-ASSISTANCE/ X HTTPS://SHODAIR.ORG/RESOURCES/FINANCIAL-ASSISTANCE/ X X X X X X 1 X 0 X X X X 0 X X 0 0 SHODAIR CHILDREN'S HOSPITAL PART V, SECTION B, LINE 5: THE CHNA WAS CONDUCTED IN THE SPRING OF 2025 AND TOOK INTO ACCOUNT INDIVIDUALS AND FACILITIES WHO REPRESENT THE COMMUNITY SHODAIR SERVES. THIS WAS ACCOMPLISHED THROUGH OUTREACH AND ONLINE SURVEYS. SHODAIR ENGAGEMENT WITH COMMUNITY MEMBERS, HEALTHCARE PROVIDERS, AND EDUCATORS THROUGH INTERVIEWS AND OUTREACH TO GAIN DEEPER INSIGHTS. AND A STATEWIDE ONLINE SURVEY AND REFERENCES TO NATIONAL AND MONTANA STUDIES AND ASSESSMENTS THAT SEEK TO IDENTIFY TRENDS AND DISPARITIES. THE FINDINGS HIGHLIGHT SIGNIFICANT TRENDS IN YOUTH MENTAL HEALTH, DISPARITIES IN HEALTHCARE ACCESS ACROSS MONTANA'S COMMUNITIES, AND THE SOCIAL DETERMINANTS THAT INFLUENCE CHILD AND ADOLESCENT WELL-BEING. THE CHNA UNDERSCORES BOTH THE ESSENTIAL ROLE SHODAIR PLAYS IN ADDRESSING THESE CHALLENGES AND THE PERSISTENT GAPS THAT REQUIRE STRATEGIC INTERVENTION. SINCE ITS LAST CHNA IN 2021, SHODAIR HAS CONTINUED TO ADAPT TO THE EVOLVING HEALTHCARE LANDSCAPE BY EXPANDING PROGRAMS, INCREASING ACCESSIBILITY, AND COLLABORATING WITH STATE AGENCIES AND COMMUNITY ORGANIZATIONS TO ENHANCE AND EXPAND HEALTHCARE RESOURCES. THIS CHNA BUILDS UPON PREVIOUS EFFORTS, INCORPORATING UPDATED DATA TO INFORM THE HOSPITAL'S STRATEGIC INITIATIVES FOR IMPROVING PEDIATRIC HEALTH OUTCOMES. SHODAIR CHILDREN'S HOSPITAL HAS MADE SIGNIFICANT STRIDES IN ADDRESSING THE MENTAL HEALTH NEEDS OF CHILDREN AND ADULTS IN MONTANA, PARTICULARLY IN RESPONSE TO THE PRIORITIES OUTLINED IN PREVIOUS CHNA AND THE CHIPS. THESE EFFORTS REFLECT SHODAIR'S ONGOING COMMITMENT TO IMPROVING ACCESS TO CARE, ENHANCING SERVICE DELIVERY, AND SUPPORTING THE MENTAL HEALTH AND WELL-BEING OF YOUNG PEOPLE THROUGHOUT THE STATE. SHODAIR HAS STRENGTHENED ITS IMPACT BOTH LOCALLY AND STATEWIDE, BY FOSTERING PARTNERSHIPS, ENGAGING IN OUTREACH, AND ACTIVELY PARTICIPATING IN COLLABORATIVES, CONFERENCES, AND PUBLIC AND NONPROFIT WORKING GROUPS. SHODAIR CHILDREN'S HOSPITAL PART V, SECTION B, LINE 11: SHODAIR CHILDREN'S HOSPITAL'S MOST RECENTLY CONDUCTED COMMUNITY HEALTH NEEDS ASSESSMENT (CHNA) IDENTIFIED SIGNIFICANT COMMUNITY HEALTH NEEDS RELATED TO PEDIATRIC MENTAL AND BEHAVIORAL HEALTH, INCLUDING DEPRESSION, ANXIETY, SUICIDE RISK, SUBSTANCE USE, TRAUMA AND ADVERSE CHILDHOOD EXPERIENCES, CHILD ABUSE AND NEGLECT, AND BARRIERS TO ACCESSING TIMELY AND AFFORDABLE MENTAL HEALTH CARE, PARTICULARLY IN RURAL AREAS OF MONTANA.TO ADDRESS THESE NEEDS, SHODAIR FOCUSES ITS RESOURCES ON PROVIDING SPECIALIZED PEDIATRIC PSYCHIATRIC SERVICES THROUGH INPATIENT ACUTE AND RESIDENTIAL TREATMENT PROGRAMS, OUTPATIENT MENTAL HEALTH CLINICS, AND EXPANDED TELEHEALTH SERVICES TO IMPROVE ACCESS STATEWIDE. SHODAIR ALSO PROVIDES BRIDGE SERVICES FOR PATIENTS TRANSITIONING FROM INPATIENT CARE, EMPHASIZES TRAUMA-INFORMED AND FAMILY-CENTERED CARE, AND COLLABORATES WITH SCHOOLS, EMERGENCY DEPARTMENTS, COMMUNITY MENTAL HEALTH PROVIDERS, AND STATE AGENCIES TO IMPROVE CONTINUITY OF CARE.CERTAIN NEEDS IDENTIFIED IN THE CHNA, SUCH AS AFFORDABLE HOUSING AND BROADER SUBSTANCE USE PREVENTION INITIATIVES, ARE NOT DIRECTLY ADDRESSED THROUGH STANDALONE HOSPITAL PROGRAMS DUE TO THE HOSPITAL'S SPECIALIZED MISSION AND RESOURCE LIMITATIONS. THESE NEEDS ARE ADDRESSED INDIRECTLY THROUGH REFERRALS, PARTNERSHIPS, ADVOCACY, AND PARTICIPATION IN STATEWIDE AND COMMUNITY-BASED COLLABORATIONS.- OPENING THE NEW HOSPITAL BUILDING IN FEBRUARY 2023, INCLUDING OPENING UNITS THAT SERVE HIGH ACUITY PATIENTS.- EXPANDING TELEHEALTH OUTPATIENT SERVICES TO REACH MORE RURAL COMMUNITIES.- GROWTH OF GENETICS OUTREACH CLINICS TO SERVE MORE RURAL COMMUNITIES IN MONTANA.- INCREASED COMMUNICATION WITH HOSPITAL ERS, ESPECIALLY RURAL HOSPITALS, FACILITATING IMPROVED PATIENT ACCESS FOR MENTAL HEALTH SERVICES.- EXPANDING TRAUMA-INFORMED EDUCATION AND SUPPORT TO COMMUNITY PARTNERS, EDUCATORS, AND SHODAIR STAFF INCLUDING CONTRACT NURSING STAFF.- ENGAGEMENT IN INTERIM STUDIES AND PROPOSALS TO THE MONTANA STATE LEGISLATURE TO STABILIZE THE BEHAVIORAL HEALTH SYSTEM.- LEADERSHIP IN DEVELOPMENT AND IMPROVEMENT OF COMPREHENSIVE CLINICAL AND LABORATORY GENETIC SERVICES, INCLUDING BUT NOT LIMITED TO CYTOGENETICS, DNA, AND SPECIAL CHEMISTRY, TO ALL AREAS OF THE STATE AND ALL SEGMENTS OF THE MONTANA POPULATION. SHODAIR CHILDREN'S HOSPITAL PART V, SECTION B, LINE 13H: OUTSTANDING MEDICAL DEBT SHODAIR CHILDREN'S HOSPITAL PART V, SECTION B, LINE 16J: THE HOSPITAL DOES NOT HAVE A LEP POPULATION THAT IT SERVES AND AS SUCH, HAS NOT BEEN REQUIRED TO TRANSLATE THEIR FAP INTO ANOTHER LANGUAGE OTHER THAN ENGLISH. 4 1 - GENETICS LAB & CLINIC 2620 SHODAIR DRIVE HELENA MT 59604 GENETICS LAB AND CLINIC 2 - BUTTE OUTPATIENT CLINIC 435 SOUTH CRYSTAL STREET BUTTE MT 59701 OUTPATIENT CLINIC 3 - HELENA OUTPATIENT CLINIC 2620 SHODAIR DRIVE HELENA MT 59604 OUTPATIENT CLINIC 4 - GREAT FALLS OUTPATIENT CLINIC 2720 10TH AVE SOUTH 2ND FLOOR 210 GREAT FALLS MT 59405 OUTPATIENT CLINIC PART I, LINE 3C: THE ORGANIZATION ALSO USED MEDICAL DEBT IN ADDITION TO FINANCIAL ASSISTANCE ELIGIBILITY BASED ON FEDERAL POVERTY GUIDELINES. PART I, LINE 7: THE HOSPITAL USES AN INTERNAL COST-TO-CHARGE RATIO SIMILAR TO THE MEDICARE COST REPORT. PART I, LINE 7, COLUMN (F): THE BAD DEBT EXPENSE INCLUDED ON FORM 990, PART IX, LINE 25, COLUMN (A), BUT SUBTRACTED FOR PURPOSES OF CALCULATING THE PERCENTAGE IN THIS COLUMN IS $ 2,375,717. PART II, COMMUNITY BUILDING ACTIVITIES: SHODAIR CONTINUALLY REACHES OUT TO ITS REFERRAL SOURCES AND STAKEHOLDERS TO WORK ON BUILDING NETWORKS AND PARTNERSHIPS THAT PROMOTE THE MENTAL HEALTH OF YOUTH AND YOUNG ADULTS. ONE WAY SHODAIR IS ACTIVELY INVOLVED IN THIS PROCESS IS BY PARTICIPATING AS A MEMBER OF THE MONTANA HOSPITAL ASSOCIATION'S HEALTHCARE TRANSFORMATION COUNCIL AND OTHER STATEWIDE ORGANIZATIONS (BEHAVIORAL HEALTH ASSOCIATION OF MT) TO ENSURE THAT BEHAVIORAL HEALTH NEEDS ARE BEING ADDRESSED ALONG WITH THE MEDICAL NEEDS OF THE COMMUNITIES IN MONTANA. PART III, LINE 2: CHARGES ARE CONTRACTED DOWN TO THE PAYER ACCEPTED RATE (IF INSURED), AND ANY SELF PAY BALANCES AFTER INSURANCE HAS PAID ARE BILLED TO THE PATIENT. IF THEY APPLY FOR CHARITY CARE AND ARE APPROVED, THE REMAINING BALANCES ARE WRITTEN OFF AS CHARITY CARE. PART III, LINE 3: WE DO NOT INCLUDE BAD DEBTS AS COMMUNITY SUPPORT. PART III, LINE 4: THE ORGANIZATION DESCRIBES THE RECEIVABLES AND CREDIT POLICY AROUND PATIENT ACCOUNTS ON PAGE 20 OF THE ATTACHED FINANCIAL STATEMENTS. PART III, LINE 8: NOT APPLICABLE IN TAX YEAR 2025. PART III, LINE 9B: ALL MEDICAID PATIENTS ARE KNOWN TO QUALIFY FOR 100% FINANCIAL ASSISTANCE, ALL OTHER PATIENTS MUST FILL OUT THE FINANCIAL ASSISTANCE APPLICATION IN ORDER TO DETERMINE IF THEY QUALIFY FOR ANY LEVEL OF FINANCIAL ASSISTANCE. MONTANA MEDICAID DOES NOT HAVE DEDUCTIBLES OR COPAYS FOR ANY MEDICAID MEMBER, SO NO MONTANA MEDICAID MEMBER WOULD EVER HAVE A BALANCE THAT WOULD EVER HAVE A BALANCE DUE AFTER INSURANCE PAYMENT. IF ANOTHER STATE'S MEDICAID MEMBER HAD A BALANCE DUE AFTER THE OUT OF STATE MEDICAID PAYMENT IS PROCESSED, WE FIRST CONTACT THE PATIENT AND LET THEM KNOW. IF WE DO NOT RECEIVE A RESPONSE THE BALANCE IS WRITTEN OFF KNOWING THAT IN ORDER TO BE FEDERALLY ELIGIBLE FOR MEDICAID THE PATIENT IS ELIGIBLE FOR 100% FINANCIAL ASSISTANCE AT SHODAIR. NON-MEDICAID PATIENTS WHO HAVE A BALANCE DUE AFTER INSURANCE IS PROCESSED ARE SENT A STATEMENT OF THEIR BALANCE DUE. EACH STATEMENT NOTIFIES THE PATIENT THAT WE HAVE FINANCIAL ASSISTANCE AVAILABLE IF NEEDED. IF WE DO NOT HEAR ANYTHING FROM THE FAMILY AND THE BALANCE IS NOT PAID IN 60 DAYS FROM THE FIRST STATEMENT, WE CONTACT THE FAMILY AND OFFER THE FINANCIAL ASSISTANCE APPLICATION. IT IS ALSO INCLUDED IN THE 90 AND 120 DAY STATEMENTS. ONLY THOSE PATIENTS WHO NEVER RESPOND TO STATEMENTS OR OVER 3 PHONE CALLS ARE SENT TO COLLECTIONS AFTER MORE THAN 180 DAYS OF NON-PAYMENT. PART VI, LINE 2: WE PERIODICALLY CONDUCT A STRATEGIC PLANNING PROCESS THAT IDENTIFIES NEEDS AND OPPORTUNITIES TO MEET THOSE NEEDS. THE MOST RECENT STRATEGIC PLAN UPDATE WAS CONDUCTED IN NOVEMBER 2025. BESIDES THE STRATEGIC PLAN, SHODAIR IS CONTINUOUSLY ENGAGING GOVERNMENT AGENCIES, PROVIDERS OF CHILDREN'S MENTAL SERVICES, PAYERS, AND OTHER COMMUNITY ORGANIZATIONS SERVING CHILDREN IN AN EFFORT TO COLLABORATIVELY SOLVE COMMUNITY HEALTH NEEDS OF CHILDREN AND THEIR FAMILIES. PART VI, LINE 3: FROM THE ADMISSIONS PACKET TO THE FINANCIAL ASSISTANCE PACKETS MAILED WITH BILLS, THE PATIENT IS INFORMED OF PROGRAMS AVAILABLE TO THEM FREQUENTLY THROUGHOUT THE STAY/VISIT AND AFTER CARE FOLLOW UP. IN ADDITION, A SUMMARY OF THE FINANCIAL ASSISTANCE PROGRAM ALONG WITH CONTACT INFORMATION IS DISPLAYED IN THE WAITING AREAS OF BOTH INPATIENT AND OUTPATIENT SERVICES. THE FINANCIAL ASSISTANCE PROGRAM INFORMATION ALONG WITH APPLICATION IS ALSO POSTED ON OUR WEBSITE. PART VI, LINE 4: THE ORGANIZATION IS CENTRALLY LOCATED IN THE STATE OF MONTANA AND SERVES CHILDREN FROM AROUND THE ENTIRE STATE. IN 2025 PATIENTS WERE ADMITTED FROM OVER 52 OF THE STATE'S 56 COUNTIES. THE PRIMARY SERVICE AREA THAT ACCOUNTS FOR NEARLY 70% OF ITS PATIENTS IS WITHIN A 150-MILE RADIUS OF THE ORGANIZATION'S CAMPUS. OUTPATIENT SERVICES HAVE EXPANDED TO ENCOMPASS THE ENTIRE STATE OF MONTANA, ESPECIALLY WITH THE ROLL OUT OF TELE-VIDEO TECHNOLOGY THAT HAS IMPROVED ACCESS IN THE MORE REMOTE AND RURAL COMMUNITIES IN MONTANA. IN 2020, SHODAIR EXPANDED ITS PATIENT DEMOGRAPHICS TO INCLUDE YOUNG ADULTS UP TO AGE 26. PART VI, LINE 5: THE ORGANIZATION IS CONTINUALLY EDUCATING COMMUNITY LEADERS, LEGISLATORS, PATIENTS AND OTHER HEALTHCARE PROVIDERS OF THE COMPLEXITIES OF TREATING CHILDREN WITH MENTAL HEALTH AND BEHAVIORAL CONDITIONS. SHODAIR INTENTIONALLY TRIES TO MATCH THE MAKE UP OF ITS BOARD MEMBERS WITH THE COMMUNITIES IT SERVES. STAFF INVOLVEMENT IN COMMUNITY PLANNING, CONFERENCES AND SERVING ON BOARDS IS A COMMON OCCURRENCE. ALMOST ALL OF THE YOUNGER CHILDREN ADMITTED TO THIS ACUTE UNIT ARE COMING FROM LOW-INCOME FAMILIES. EACH YEAR THE ORGANIZATION ALSO BUDGETS FOR SUPPORTING ACTIVITIES THAT PROMOTE MENTAL HEALTH INITIATIVES AND SUICIDE PREVENTION.SHODAIR CONTINUALLY REACHES OUT TO ITS REFERRAL SOURCES AND STAKEHOLDERS TO WORK ON BUILDING NETWORKS AND PARTNERSHIPS THAT PROMOTE THE MENTAL HEALTH OF YOUTH AND YOUNG ADULTS. ONE WAY SHODAIR IS ACTIVELY INVOLVED IN THIS PROCESS IS BY PARTICIPATING AS A MEMBER OF THE MONTANA HOSPITAL ASSOCIATION'S HEALTHCARE TRANSFORMATION COUNCIL AND OTHER STATEWIDE ORGANIZATIONS (BEHAVIORAL HEALTH ASSOCIATION OF MT) TO ENSURE THAT BEHAVIORAL HEALTH NEEDS ARE BEING ADDRESSED ALONG WITH THE MEDICAL NEEDS OF THE COMMUNITIES IN MONTANA. PART VI, LINE 6: N/A X 1 1 X X X X X 0 1 0 0 0 0 0 0 0 SETH SIMPSON PHYSICIAN 380434 0 0 0 0 0 20700 0 43819 0 444953 0 0 0 DR KEITH FOSTER PHYSICIAN 375070 0 0 0 0 0 20700 0 36898 0 432668 0 0 0 CRAIG AASVED CHIEF EXECUTIVE OFFICER 343554 0 0 0 7200 0 20700 0 44152 0 415606 0 0 0 DR THOMAS HOFFMAN CMO OF PSYCHIATRY 344136 0 6001 0 0 0 18410 0 42477 0 411024 0 0 0 KIMBER PEZZONI PHYSICIAN 343089 0 0 0 0 0 20700 0 43331 0 407120 0 0 0 DR ABE ELIAS CMO OF GENETICS 266185 0 0 0 0 0 17117 0 48927 0 332229 0 0 0 KELLEY GENTRY CHIEF FINANCIAL OFFICER 311548 0 5240 0 0 0 720 0 14074 0 331582 0 0 0 PART I, LINE 1A THE ONLY EMPLOYEE THAT RECEIVES A TRAVEL FOR COMPANIONS IS THE CEO - ALLOWED ONE TRAVEL WITH SPOUSE PER YEAR, WHICH IS APPROVED BY THE BOARD. THIS IS IN THE CEO'S CONTRACT. PART I, LINE 4B CRAIG AASVED 457(F) ER CONTRIBUTION - $5,529 A MONTANA FACILITY FINANCE AUTHORITY 364615155 2020-10-29 56446709 NEW HOSPITAL BUILDING CONSTRUCTION 0 0 0 A 2325000 56446709 3067750 1128934 52250025 2024 0 0 1 1 A 0 0 0 0 0 0 1 A 0 1 0 0 0 0 0 0 1 A 0 FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PRESENTED TO THE BOARD FOR REVIEW AND APPROVAL BEFORE IT IS FILED WITH THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C A PERSON SHALL BE DEEMED TO HAVE AN "INTEREST" IN A TRANSACTION IF HE OR SHE IS THE PARTY, ONE OF THE PARTIES, OR DIRECTLY RELATED TO A PARTY DEALING WITH THE CORPORATION, OR IF HE OR SHE HAS DIRECT OR INDIRECT INTEREST IN THE TRANSACTION. ANY TRUSTEE, OFFICER, MEDICAL STAFF MEMBER OR OTHER EMPLOYEE OR AGENT OF THE CORPORATION HAVING A DIRECT OR INDIRECT INTEREST IN A TRANSACTION PRESENTED TO THE BOARD FOR AUTHORIZATION, APPROVAL OR RATIFICATION SHALL MAKE A PROMPT, FULL AND FRANK DISCLOSURE OF HIS OR HER INTEREST TO THE BOARD PRIOR TO ACTION ON SUCH TRANSACTION. THAT PERSON SHALL NOT VOTE ON, OR USE HIS OR HER PERSONAL INFLUENCE ON, NOR PARTICIPATE IN THE DISCUSSION OR DELIBERATIONS WITH RESPECT TO SUCH TRANSACTION. THE MINUTES OF THE MEETINGS SHALL REFLECT THE DISCLOSURE MADE THE VOTE THEREON, THE ABSTENTION FROM VOTING AND PARTICIPATION, AND WHETHER A QUORUM WAS PRESENT. ANY TRANSACTION WHICH INVOLVES A TRUSTEE CONFLICT OF INTEREST MAY NOT BE AUTHORIZED, APPROVED OR RATIFIED BY A SINGLE TRUSTEE. FORM 990, PART VI, SECTION B, LINE 15 ANNUALLY THE ORGANIZATION USED AN OUTSIDE CONSULTANT TO STUDY ALL CATEGORIES OF JOBS AT THE HOSPITAL AND COMPARE THE HOSPITAL TO THE 50TH PERCENTILE OF THE NATIONAL COMPENSATION AVERAGE. THE CEO COMPENSATION IS REVIEWED ANNUALLY AND APPROVED BY THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS ARE ON FILE WITH THE STATE OF MONTANA AND AVAILABLE TO THE PUBLIC IF REQUESTED FROM THE STATE. CONFLICT OF INTEREST AND FINANCIAL STATEMENTS ARE NOT MADE READILY AVAILABLE TO THE GENERAL PUBLIC BUT ARE DISTRIBUTED TO THE BOARD OF TRUSTEES WHO REPRESENT THE PUBLIC. SHODAIR CHILDREN'S FOUNDATION PO BOX 5539 HELENA MT 59604 810365625 TO PROMOTE AND FURTHER OPERATIONS OF MONTANA CHILDREN'S HOME AND HOSPITAL MT 501(C)(3) LINE 7 MONTANA CHILDREN'S HOME AND HOSPITAL 1 0 0 1 0 0 0 0 0 0 0 1 1 1 1 1 0 1 0 0 SHODAIR CHILDREN'S FOUNDATION C 4014468 CASH CONTRIBUTION SHODAIR CHILDREN'S FOUNDATION K 696000 CASH PAID SHODAIR CHILDREN'S FOUNDATION Q 1200000 CASH PAID MONTANA CHILDREN'S FOUNDATION PO BOX 5539 HELENA MT 59604 810365625 0 0 0 5581014 5581014 429051 107263 0 0 0