Totals
- Total revenue
- $383,762,888
- Total expenses
- $384,734,661
- Contributions and grants received
- $6,494,195
- Grants paid
- $134,989
- Program service revenue
- $364,921,232
- Investment income
- $9,635,616
- Other revenue
- $2,711,845
- Total assets, end of year
- $446,678,284
- Total liabilities, end of year
- $76,897,235
- Net assets or fund balances, end of year
- $369,781,049
- Program services expenses (Part IX)
- $288,760,515
- Management and general expenses
- $93,640,987
- Fundraising expenses
- $2,333,159
- Program service expenses (Part III)
- $288,760,515
Program services were 75.1% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Line items
Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.
Revenue
Part VIII, the statement of revenue.
-
1d · Related organizations
$5,492,326
-
1e · Government grants (contributions)
$626,869
-
1f · All other contributions, gifts and grants
$375,000
-
1g · Noncash contributions included above
$375,000
-
2a · Program service revenue: PATIENT SERVICE REVENUE
total $302,750,604 · related or exempt $302,750,604
-
2b · Program service revenue: PHARMACY
total $53,748,805 · related or exempt $53,597,115 · unrelated business $151,690
-
2c · Program service revenue: 340B PHARMACY
total $3,598,210 · related or exempt $3,598,210
-
2d · Program service revenue: INCOME FROM JOINT VENTURES
total $2,875,698 · related or exempt $2,293,864 · unrelated business $581,834
-
2e · Program service revenue: VALUE BASED CARE
total $1,947,915 · related or exempt $1,947,915
-
3 · Investment income
total $3,540,404 · excluded $3,540,404
-
6a · Gross rents
real property $525,937
-
6b · Less rental expenses
real property $507,725
-
6c · Rental income or loss
real property $18,212
-
6d · Net rental income or loss
total $18,212 · excluded $18,212
-
7a · Gross sales of assets other than inventory
securities $34,070,250 · other assets $947,736
-
7b · Less cost or other basis and sales expenses
securities $28,529,161 · other assets $393,613
-
7c · Gain or loss
securities $5,541,089 · other assets $554,123
-
7d · Net gain or loss
total $6,095,212 · excluded $6,095,212
-
10a · Gross sales of inventory
$426,511
-
10b · Cost of goods sold
$201,721
-
10c · Net income from sales of inventory
total $224,790 · related or exempt $103,158 · unrelated business $121,632
-
11a · Other revenue: DAYCARE
total $897,713 · unrelated business $86,736 · excluded $810,977
-
11b · Other revenue: CAFETERIA
total $714,998 · unrelated business $8,470 · excluded $706,528
-
11c · Other revenue: SETTLEMENT INCOME
total $451,199 · excluded $451,199
-
11d · All other revenue
total $404,933 · related or exempt $344,502 · excluded $60,431
-
11e · Other revenue, total
$2,468,843
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $134,989 · program services $134,989
-
5 · Compensation of officers, directors and key employees
total $2,781,435 · program services $508,103 · management and general $1,905,629 · fundraising $367,703
-
7 · Other salaries and wages
total $156,334,754 · program services $127,234,184 · management and general $27,932,574 · fundraising $1,167,996
-
8 · Pension plan contributions
total $7,052,816 · program services $2,736,111 · management and general $4,297,800 · fundraising $18,905
-
9 · Other employee benefits
total $21,633,427 · program services $12,487,925 · management and general $9,034,663 · fundraising $110,839
-
10 · Payroll taxes
total $9,889,755 · program services $7,531,375 · management and general $2,255,834 · fundraising $102,546
-
11b · Fees: legal
total $131,643 · program services $4,450 · management and general $127,193
-
11c · Fees: accounting
total $189,335 · management and general $189,335
-
11d · Fees: lobbying
total $44,404 · management and general $44,404
-
11f · Fees: investment management
total $449,850 · management and general $449,850
-
11g · Fees: other
total $45,369,841 · program services $18,746,900 · management and general $26,490,745 · fundraising $132,196
-
12 · Advertising and promotion
total $271,238 · management and general $263,137 · fundraising $8,101
-
13 · Office expenses
total $8,828,874 · program services $2,822,578 · management and general $5,705,929 · fundraising $300,367
-
14 · Information technology
total $1,526,004 · program services $1,526,004
-
16 · Occupancy
total $4,189,211 · program services $409,218 · management and general $3,770,893 · fundraising $9,100
-
17 · Travel
total $373,616 · program services $204,156 · management and general $164,851 · fundraising $4,609
-
19 · Conferences, conventions and meetings
total $604,832 · program services $409,699 · management and general $156,771 · fundraising $38,362
-
20 · Interest
total $411,832 · management and general $411,832
-
22 · Depreciation, depletion and amortization
total $11,274,826 · program services $11,274,826
-
23 · Insurance
total $5,486,366 · program services $950,074 · management and general $4,536,292
-
24a · Other expenses: SUPPLIES & DRUGS
total $85,784,270 · program services $85,128,914 · management and general $611,281 · fundraising $44,075
-
24b · Other expenses: BAD DEBT
total $16,224,058 · program services $16,224,058
-
24c · Other expenses: BED TAX
total $5,062,779 · management and general $5,062,779
-
24d · Other expenses: UBI TAXES
total $344,455 · program services $344,455
-
24e · All other expenses
total $340,051 · program services $82,496 · management and general $229,195 · fundraising $28,360
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $15,973,268 · end of year $19,445,126
-
2 · Savings and temporary cash investments
beginning of year $269,737 · end of year $0
-
3 · Pledges and grants receivable
beginning of year $0 · end of year $572,980
-
4 · Accounts receivable
beginning of year $67,536,685 · end of year $59,134,170
-
5 · Loans and receivables from officers and key people
beginning of year $3,126,839 · end of year $4,707,707
-
7 · Other notes and loans receivable
beginning of year $22,953,927 · end of year $29,672,203
-
8 · Inventories for sale or use
beginning of year $10,456,718 · end of year $12,341,220
-
9 · Prepaid expenses and deferred charges
beginning of year $6,060,450 · end of year $7,278,132
-
10a · Land, buildings and equipment: cost or other basis
$298,558,615
-
10b · Land, buildings and equipment: accumulated depreciation
$148,931,625
-
10c · Land, buildings and equipment, net
beginning of year $144,941,826 · end of year $149,626,990
-
11 · Investments: publicly traded securities
beginning of year $137,797,233 · end of year $104,699,495
-
12 · Investments: other securities
beginning of year $12,991,955 · end of year $12,170,285
-
13 · Investments: program-related
beginning of year $4,490,349 · end of year $5,852,832
-
14 · Intangible assets
beginning of year $1,729,637 · end of year $1,504,053
-
15 · Other assets
beginning of year $36,736,095 · end of year $39,673,091
-
17 · Accounts payable and accrued expenses
beginning of year $44,666,505 · end of year $42,250,586
-
19 · Deferred revenue
beginning of year $106,045 · end of year $0
-
20 · Tax-exempt bond liabilities
beginning of year $21,790,220 · end of year $15,887,242
-
23 · Secured mortgages and notes payable
beginning of year $1,330,606 · end of year $2,238,386
-
25 · Other liabilities
beginning of year $35,651,336 · end of year $16,521,021
-
27 · Net assets without donor restrictions
beginning of year $332,026,174 · end of year $338,990,904
-
28 · Net assets with donor restrictions
beginning of year $29,493,833 · end of year $30,790,145
Mission and programs · 2024
Mission
TO IMPROVE THE HEALTH, WELLNESS AND QUALITY OF LIFE OF THE PEOPLE AND COMMUNITIES WE SERVE.
-
SPH IS A NONPROFIT HEALTH CARE SYSTEM LOCATED IN HELENA, MONTANA. OUR SERVICES INCLUDE BUT ARE NOT LIMITED TO A 99-BED ACUTE CARE HOSPITAL, PHYSICIAN CLINICS, CANCER TREATMENT CENTER, 24-BED BEHAVIORAL HEALTH UNIT, URGENT CARE CLINICS, HOME HEALTH AND HOSPICE CARE, DIALYSIS CENTER AND AMBULANCE SERVICES. WE PROVIDE SERVICES TO OUR RESIDENTS FROM A FIVE-COUNTY AREA (LEWIS AND CLARK, BROADWATER, POWELL, MEAGHER AND JEFFERSON COUNTIES). IN ADDITION TO FREE CARE AND/OR SUBSIDIZED CARE, CARE IS ALSO PROVIDED AT BELOW COST RATES TO PERSONS COVERED BY GOVERNMENTAL PROGRAMS.
Expenses $216,570,386 · Grants $134,989 · Revenue $190,846,938
-
THE HOSPITAL OPERATES SEVERAL PHYSICIAN CLINICS, EMPLOYING 165 PHYSICIANS AND PHYSICIAN ASSISTANTS AND NURSE PRACTITIONERS. WITHOUT THE HOSPITAL'S ASSISTANCE, LEWIS AND CLARK COUNTY WOULD BE WITHOUT MANY NEEDED MEDICAL AND SURGICAL SPECIALTIES. PHYSICIANS IN THE SPECIALTIESOF FAMILY PRACTICE, INTERNAL MEDICINE, NEUROLOGY, RHEUMATOLOGY, GASTROENTEROLOGY, ENT, CARDIOLOGY, GENERAL SURGERY, ORTHOPEDIC SURGERY, ALLERGY, NEPHROLOGY, RADIATION AND MEDICAL ONCOLOGY HAD APPROXIMATELY 685,000 RVUS.
Expenses $72,190,129 · Revenue $173,788,430
As filed on the 2024 return.
Listed in Part VII
-
Russ BellRUSS BELL
CHAIR
- Total calculated
- $0
- Hours/week
- 1
-
Loren BrownLOREN BROWN
VICE CHAIR
- Total calculated
- $0
- Hours/week
- 1
-
Justin MosnessJUSTIN MOSNESS
SECRETARY/TREASURER
- Total calculated
- $0
- Hours/week
- 1
-
Kerry HaleKERRY HALE
CHIEF OF STAFF
- Total calculated
- $334,902
- From this org
- $269,462
- From related orgs
- $0
- Other
- $65,440
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $183,388
- Bonus
- $0
- Other
- $86,074
- Deferred
- $32,039
- Nontaxable benefits
- $33,401
- Filer's total
- $334,902
-
Rep Mary CaferroREP MARY CAFERRO
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Nate McCarthyNATE MCCARTHY
FOUNDATION CHAIR
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
Kelly ParsleyKELLY PARSLEY
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Rosslyn DuncanROSSLYN DUNCAN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Tim MeldrumTIM MELDRUM
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Meg JacobyMEG JACOBY
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Sara MedleySARA MEDLEY
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Willam Batey MDWILLAM BATEY MD
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Jim StangerJIM STANGER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Wade JohnsonWADE JOHNSON
CEO
- Total calculated
- $1,018,099
- From this org
- $941,348
- From related orgs
- $0
- Other
- $76,751
- Hours/week
- 40 + 1 related
Schedule J breakdown matched by us
- Base
- $396,617
- Bonus
- $476,846
- Other
- $67,885
- Deferred
- $43,700
- Nontaxable benefits
- $33,051
- Filer's total
- $1,018,099
-
Nathan CoburnNATHAN COBURN
CFO
- Total calculated
- $479,323
- From this org
- $398,066
- From related orgs
- $0
- Other
- $81,257
- Hours/week
- 40 + 1 related
Schedule J breakdown matched by us
- Base
- $374,558
- Bonus
- $0
- Other
- $23,508
- Deferred
- $43,700
- Nontaxable benefits
- $37,557
- Filer's total
- $479,323
-
Shelly HarkinsSHELLY HARKINS
CMO
- Total calculated
- $177,453
- From this org
- $131,006
- From related orgs
- $0
- Other
- $46,447
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $56,001
- Bonus
- $0
- Other
- $75,005
- Deferred
- $6,712
- Nontaxable benefits
- $39,735
- Filer's total
- $177,453
-
Kari KoehlerKARI KOEHLER
CNO
- Total calculated
- $94,127
- From this org
- $73,789
- From related orgs
- $0
- Other
- $20,338
- Hours/week
- 40
-
Stephen MasonSTEPHEN MASON
EXECUTIVE VP
- Total calculated
- $373,787
- From this org
- $325,466
- From related orgs
- $0
- Other
- $48,321
- Hours/week
- 40 + 1 related
Schedule J breakdown matched by us
- Base
- $325,466
- Bonus
- $0
- Other
- $0
- Deferred
- $20,208
- Nontaxable benefits
- $28,113
- Filer's total
- $373,787
-
Brian LeeBRIAN LEE
COO
- Total calculated
- $254,687
- From this org
- $203,331
- From related orgs
- $0
- Other
- $51,356
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $185,326
- Bonus
- $0
- Other
- $18,005
- Deferred
- $13,087
- Nontaxable benefits
- $38,269
- Filer's total
- $254,687
-
Todd WamplerTODD WAMPLER
PRESIDENT SPMG
- Total calculated
- $552,927
- From this org
- $498,236
- From related orgs
- $0
- Other
- $54,691
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $497,756
- Bonus
- $0
- Other
- $480
- Deferred
- $20,313
- Nontaxable benefits
- $34,378
- Filer's total
- $552,927
-
Lauren SheaLAUREN SHEA
MD
- Total calculated
- $1,527,680
- From this org
- $1,457,795
- From related orgs
- $0
- Other
- $69,885
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $849,642
- Bonus
- $603,827
- Other
- $4,326
- Deferred
- $40,582
- Nontaxable benefits
- $29,303
- Filer's total
- $1,527,680
-
Christopher LindsayCHRISTOPHER LINDSAY
MD
- Total calculated
- $1,315,666
- From this org
- $1,284,547
- From related orgs
- $0
- Other
- $31,119
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $951,191
- Bonus
- $333,356
- Other
- $0
- Deferred
- $17,379
- Nontaxable benefits
- $13,740
- Filer's total
- $1,315,666
-
Drake McArthurDRAKE MCARTHUR
PHYSICIAN
- Total calculated
- $1,108,429
- From this org
- $1,054,638
- From related orgs
- $0
- Other
- $53,791
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $490,259
- Bonus
- $538,685
- Other
- $25,694
- Deferred
- $20,700
- Nontaxable benefits
- $33,091
- Filer's total
- $1,108,429
-
Brandon NewgardBRANDON NEWGARD
MD
- Total calculated
- $1,013,907
- From this org
- $958,239
- From related orgs
- $0
- Other
- $55,668
- Hours/week
- 40 + 1 related
Schedule J breakdown matched by us
- Base
- $811,592
- Bonus
- $145,825
- Other
- $822
- Deferred
- $20,700
- Nontaxable benefits
- $34,968
- Filer's total
- $1,013,907
-
Kevin BrownKEVIN BROWN
DO
- Total calculated
- $988,894
- From this org
- $908,691
- From related orgs
- $0
- Other
- $80,203
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $435,323
- Bonus
- $472,888
- Other
- $480
- Deferred
- $43,689
- Nontaxable benefits
- $36,514
- Filer's total
- $988,894
Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.
Schedule J
Answered yes
- 1a · Health or social club dues or initiation fees
- 1b · Written policy on the line-1a expenses
- 2 · Substantiation required before reimbursing expenses
- 3 · Compensation committee
- 3 · Independent compensation consultant
- 3 · Compensation survey or study
- 3 · Approval by the board or compensation committee
- 4b · Supplemental nonqualified retirement plan
Answered no
- 4a · Severance or change-of-control payment
- 4c · Equity-based compensation arrangement
- 5a · Pay contingent on this organization's revenues
- 5b · Pay contingent on a related organization's revenues
- 6a · Pay contingent on this organization's net earnings
- 6b · Pay contingent on a related organization's net earnings
- 7 · Other non-fixed payments
- 8 · Paid under the initial-contract exception
The filer's explanations (Part III)
- PART I, LINE 1A
- THE ORGANIZATION PURCHASED A SOCIAL CLUB MEMBERSHIP UTILIZED FOR DEVELOPMENT AND OTHER APPROPRIATE BUSINESS PURPOSES BY THE CEO AND OTHER EMPLOYEES ON BEHALF OF THE HOSPITAL AND ITS RELATED FOUNDATION.
- PART I, LINE 4B
- THE ORGANIZATION CONTRIBUTED $476,846 TO A 457(F) PLAN ON BEHALF OF WADE JOHNSON.
Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.
Grants on this return
-
$43,739
TO FUND ENDOWMENT
-
HELENA PUBLIC SCHOOLS
$20,000
SPONSORHIP OF HELENA SCHOOLS ATHLETIC/ACTIVITY, REINFORCING IMPORTANCE OF PHYSICAL AND SOCIAL ACTIVITY ON THE OVERALL HEALTH AND WELLNESS OF OUR COMMUNITY
-
$17,500
ATHLETIC CORPORATE SPONSORHIP
-
$5,500
FUNDS FOR MULTIPLE GARDEN UPDATES AND INFRASTRUCTURE NEEDS
Related organizations on this return
Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.
-
501(C)(3) · FUNDRAISING · MT · controlled entity
Directly controlled by SPH
Taxable family on this return
Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.
Related partnerships
Part III: related organizations taxable as a partnership, with the filer's share.
-
PEAK HEALTH REALTY LLC
UNRELATED · RENTAL PROPERTY · MT · 65% owned · share of income $270,460 · share of assets $3,967,666
Directly controlled by SPH
-
PEAK HEALTH HELENA LLC
UNRELATED · HEALTH CLUB · MT · 65% owned · share of income $311,374 · share of assets $504,850
Directly controlled by SPH
Provenance
- Return type
- form_990
- Tax year
- 2024
- Filed
- 14 April 2026
- IRS schema version
- 2024v5.5
- Source object
- 202611059349300326
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