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Nonprofiteer
← ST JAMES HEALTHCARE FOUNDATION INC

Form 990 for tax year 2024

Filed by ST JAMES HEALTHCARE FOUNDATION INC.

Totals

Total revenue
$1,718,335
Total expenses
$1,045,835
Contributions and grants received
$1,436,700
Grants paid
$638,579
Program service revenue
$0
Investment income
$310,814
Other revenue
-$29,179
Total assets, end of year
$3,367,265
Total liabilities, end of year
$62,801
Net assets or fund balances, end of year
$3,304,464
Program services expenses (Part IX)
$690,825
Management and general expenses
$193,255
Fundraising expenses
$161,755
Program service expenses (Part III)
$690,825

Program services were 66.1% 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.

  • 1c · Fundraising events

    $214,043

  • 1d · Related organizations

    $402,376

  • 1e · Government grants (contributions)

    $499,505

  • 1f · All other contributions, gifts and grants

    $320,776

  • 1g · Noncash contributions included above

    $22,895

  • 3 · Investment income

    total $57,238 · excluded $57,238

  • 7a · Gross sales of assets other than inventory

    securities $253,576

  • 7b · Less cost or other basis and sales expenses

    securities $0

  • 7c · Gain or loss

    securities $253,576

  • 7d · Net gain or loss

    total $253,576 · excluded $253,576

  • 8a · Fundraising events: gross income

    $58,537

  • 8a · Fundraising events: contributions included on line 1c

    $214,043

  • 8b · Fundraising events: direct expenses

    $87,716

  • 8c · Net income from fundraising events

    total -$29,179 · excluded -$29,179

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $589,731 · program services $589,731

  • 2 · Grants to domestic individuals

    total $48,848 · program services $48,848

  • 5 · Compensation of officers, directors and key employees

    total $127,898 · program services $12,790 · management and general $38,369 · fundraising $76,739

  • 7 · Other salaries and wages

    total $63,532 · program services $6,353 · management and general $19,060 · fundraising $38,119

  • 8 · Pension plan contributions

    total $3,442 · program services $344 · management and general $1,033 · fundraising $2,065

  • 9 · Other employee benefits

    total $9,747 · program services $975 · management and general $2,924 · fundraising $5,848

  • 10 · Payroll taxes

    total $12,517 · program services $1,251 · management and general $3,755 · fundraising $7,511

  • 11f · Fees: investment management

    total $6,566 · management and general $6,566

  • 12 · Advertising and promotion

    total $26,518 · fundraising $26,518

  • 13 · Office expenses

    total $9 · management and general $3 · fundraising $6

  • 14 · Information technology

    total $51,710 · management and general $51,710

  • 17 · Travel

    total $6,718 · management and general $2,239 · fundraising $4,479

  • 18 · Travel or entertainment for public officials

    total $705 · management and general $235 · fundraising $470

  • 24a · Other expenses: SHARED SERVICES - MISC

    total $26,263 · management and general $26,263

  • 24b · Other expenses: SUPPLIES

    total $13,805 · program services $6,903 · management and general $6,902

  • 24c · Other expenses: EDUCATION EXPENSES

    total $13,500 · program services $6,750 · management and general $6,750

  • 24d · Other expenses: SHARED SERVICES - RISK

    total $10,481 · management and general $10,481

  • 24e · All other expenses

    total $33,845 · program services $16,880 · management and general $16,965

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $458,880 · end of year $280,739

  • 3 · Pledges and grants receivable

    beginning of year $20,000 · end of year $12,885

  • 11 · Investments: publicly traded securities

    beginning of year $2,351,870

  • 12 · Investments: other securities

    end of year $3,073,641

  • 25 · Other liabilities

    beginning of year $146,256 · end of year $62,801

  • 27 · Net assets without donor restrictions

    beginning of year $854,402 · end of year $1,135,250

  • 28 · Net assets with donor restrictions

    beginning of year $1,830,092 · end of year $2,169,214

Mission and programs · 2024

Mission

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.

  • Withheld by Nonprofiteer: this text may name a private individual.

    Expenses $690,825 · Grants $638,579

As filed on the 2024 return. The filer continues this part on Schedule O, which is not shown here. A text marked withheld matched a screen for wording that may name a private individual, such as an honorific or "in memory of". Most of what it withholds names no one; it is withheld so that what does is never shown.

Listed in Part VII

  • Holly Ferguson

    TRUSTEE

    Total calculated
    $246,024
    From this org
    $0
    From related orgs
    $178,655
    Other
    $67,369
    Hours/week
    1 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $157,123 related
    Bonus
    $0 + $19,803 related
    Other
    $0 + $1,729 related
    Deferred
    $0 + $36,203 related
    Nontaxable benefits
    $0 + $31,166 related
    Filer's total
    $0 + $246,024 related

  • Kacie Briney

    TRUSTEE

    Total calculated
    $139,370
    From this org
    $0
    From related orgs
    $105,911
    Other
    $33,459
    Hours/week
    50

  • Janet Coe

    CHAIR

    Total calculated
    $0
    Hours/week
    1

  • Liz Dennehy

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Dan Dennehy

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Sophie Kitson

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Krissy Kraczkowsky

    TRUSTEE (PARTIAL)

    Total calculated
    $0
    Hours/week
    1

  • John Morgan

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Amy Olson

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

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

  • 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 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.

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

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.

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.

  • SCLH-GI ENDOSCOPY HOLDINGS LLC

    OUTPATIENT ENDOSCOPY · CO

  • SCLTDI JV LLC

    RADIOLOGY · DE

  • ATHLETIC MEDICINE & PERFORMANCE LLC

    PHYSICAL THERAPY · MT

  • SUMMIT SURGERY CENTER LLC

    OUTPATIENT SURGERY · MT

  • GRAND VALLEY SURGICAL CENTER LLC

    OUTPATIENT SURGERY · CO

  • HEALTHCARE MANAGEMENT LLC

    MANAGEMENT SERVICES · CO

  • MONUMENT HEALTH LLC

    HEALTH CARE NETWORK · CO

  • PAVILION IMAGING LLC

    RADIOLOGY · CO

  • SAN JUAN CANCER CENTER LLC

    OUTPATIENT CANCER · CO

  • CAREFLIGHT OF THE ROCKIES LLC

    MEDICAL AIR TRANSPORT · CO

  • MED-MAP LLC

    RENTAL REAL ESTATE · MT

  • YELLOWSTONE SURGERY CENTER LLC

    OUTPATIENT SURGERY · MT

  • GALLATIN VALLEY SURGERY CENTER LLC

    OUTPATIENT SURGERY · MT

  • FIRST FLIGHT OF WYOMING LLC

    MEDICAL AIR TRANSPORT · CO

  • MCKAY DEE SURGICAL CENTER LLC

    OUTPATIENT SURGERY · UT

  • GRANDEUR PEAK INTERNATIONAL STALWARTS LP

    INVESTMENTS · DE

  • INNOVATION FUND HOLDINGS COMPANY LLC

    INNOVATION · DE

  • HEALTHBOX SALT LAKE CITY I LLC

    INNOVATION · DE

  • INTERMOUNTAIN VENTURES FUND LLC

    INVESTMENTS · DE

  • PELION OPPORTUNITY FUND III LLC

    INVESTMENTS · DE

  • AACP KOREA BUYOUT INVESTORS II LP

    INVESTMENTS · CJ

  • AACP SPECIAL SITUATIONS II LP

    INVESTMENTS · CJ

  • AACP KOREA BUYOUT INVESTORS IV LP

    INVESTMENTS · CJ

  • LOGAN SURGERY CENTER LLC

    OUTPATIENT SURGERY · UT

  • ST GEORGE SURGERY CENTER LLC

    OUTPATIENT SURGERY · UT

  • SALTZER ASC TEN MILE LLC

    OUTPATIENT SURGERY · ID

  • NORTHPOINTE SURGICAL CENTER LLC

    OUTPATIENT SURGERY · UT

  • PERFORMANCE EQUITY GROWTH OPPORTUNITIES FUND LP

    INVESTMENTS · DE

  • MURRAY SURGERY CENTER LLC

    OUTPATIENT SURGERY · UT

  • PROVO SURGERY CENTER LLC

    OUTPATIENT SURGERY · UT

  • SARATOGA SPRINGS SURGERY CENTER LLC

    OUTPATIENT SURGERY · UT

  • PARK CITY SURGERY CENTER LLC

    OUTPATIENT SURGERY · UT

  • PARK CITY SURGICAL CENTER REAL ESTATE LLC

    LEASES LAND · UT

  • CDHC 3 LLC

    INVESTMENTS · UT

  • ARK GLOBAL EMERGING COMPANIES LP

    INVESTMENTS · UT

  • PELION OPPORTUNITY FUND IV LLC

    INVESTMENTS · UT

  • LAYTON SURGERY CENTER LLC

    OUTPATIENT SURGERY · UT

  • RIVERTON SURGERY CENTER LLC

    OUTPATIENT SURGERY · UT

  • EAR NOSE & THROAT SURGERY CENTER OF UTAH LLC

    OUTPATIENT SURGERY · UT

  • AE CO-INVESTMENT PARTNERS FUND III-F LP

    INVESTMENTS · FL

  • TELLICA IMAGING - MASSACHUSETTS LLC

    IMAGING · DE

  • GRANDEUR PEAK GLOBAL OPPORTUNITIES LP

    INVESTMENTS · UT

  • AACP AUSTRALIA BUYOUT INVESTORS III LP

    INVESTMENTS · UT

Related corporations and trusts

Part IV: related organizations taxable as a corporation or trust.

  • CARENT LABORATORY SOLUTIONS LLC

    C · MEDICAL LABORATORY · CO · controlled entity

  • CARITAS INC AND SUBSIDIARIES

    C · HEALTHCARE · KS · controlled entity

  • WEST END ASSOCIATION INC

    C · REAL ESTATE MANAGEMENT · MT · controlled entity

  • MOUNTAIN WEST HEALTH CAPTIVE

    C · INSURANCE · CJ · controlled entity

  • ROCKY MOUNTAIN ACCOUNTABLE HEALTH NETWORK INC

    C · HEALTHCARE · MT · controlled entity

  • SELECTHEALTH BENEFIT ASSURANCE COMPANY

    C · DELIVERY OF HEALTH BENEFITS · UT · controlled entity

  • HEALTHCARE CAPTIVE INSURANCE COMPANY

    C · INSURANCE · AZ · controlled entity

  • ALLUCEO INC

    C · MENTAL HEALTH INTEGRATION SERVICES · DE · controlled entity

  • SALTZER MEDICAL GROUP INC

    C · MEDICAL SERVICES · ID · controlled entity

  • CLASSIC MEDICAL INC

    C · AIRCRAFT HOLDING COMPANY · UT · controlled entity

  • CLASSIC HELICOPTERS INC

    C · AIRCRAFT HOLDING COMPANY · UT · controlled entity

  • CULMINATION BIO INC

    C · BIOREPOSITORY · DE · controlled entity

  • CAN YOU PLAY INC

    C · SOFTWARE DEVELOPMENT · UT · controlled entity

Provenance

Return type
form_990
Tax year
2024
Filed
3 November 2025
IRS schema version
2024v5.2
Source object
202513079349301921

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