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Nonprofiteer
← CATHOLIC FOUNDATION OF INTERMOUNTAIN HEALTH INC

Form 990 for tax year 2024

Filed by CATHOLIC FOUNDATION OF INTERMOUNTAIN HEALTH INC.

Totals

Total revenue
$5,742,539
Total expenses
$2,113,099
Contributions and grants received
$3,168,198
Grants paid
$790,677
Program service revenue
$0
Investment income
$2,592,981
Other revenue
-$18,640
Total assets, end of year
$18,184,200
Total liabilities, end of year
$138,912
Net assets or fund balances, end of year
$18,045,288
Program services expenses (Part IX)
$962,154
Management and general expenses
$870,598
Fundraising expenses
$280,347
Program service expenses (Part III)
$962,154

Program services were 45.5% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • SCOTT PEEK

    TRUSTEE (PARTIAL)

    Total calculated
    $1,505,097
    From this org
    $0
    From related orgs
    $1,119,277
    Other
    $385,820
    Hours/week
    1 + 57 related

    Schedule J breakdown matched by us

    Base
    $0 + $778,339 related
    Bonus
    $0 + $336,241 related
    Other
    $0 + $4,697 related
    Deferred
    $0 + $354,414 related
    Nontaxable benefits
    $0 + $31,406 related
    Filer's total
    $0 + $1,505,097 related

  • RICKI KELLY

    FORMER OFFICER

    Total calculated
    $498,169
    From this org
    $0
    From related orgs
    $366,476
    Other
    $131,693
    Hours/week
    0 + 51 related

    Schedule J breakdown matched by us

    Base
    $0 + $295,674 related
    Bonus
    $0 + $51,730 related
    Other
    $0 + $19,072 related
    Deferred
    $0 + $111,195 related
    Nontaxable benefits
    $0 + $20,498 related
    Filer's total
    $0 + $498,169 related

  • MARSHALL GOTTESFELD MD

    TRUSTEE

    Total calculated
    $382,133
    From this org
    $0
    From related orgs
    $359,448
    Other
    $22,685
    Hours/week
    1 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $355,224 related
    Bonus
    $0 + $504 related
    Other
    $0 + $3,720 related
    Deferred
    $0 + $19,419 related
    Nontaxable benefits
    $0 + $3,266 related
    Filer's total
    $0 + $382,133 related

  • JAMESON SMITH

    TRUSTEE (PARTIAL)

    Total calculated
    $360,711
    From this org
    $0
    From related orgs
    $340,249
    Other
    $20,462
    Hours/week
    1 + 51 related

    Schedule J breakdown matched by us

    Base
    $0 + $75,213 related
    Bonus
    $0 + $186,699 related
    Other
    $0 + $78,337 related
    Deferred
    $0 + $15,690 related
    Nontaxable benefits
    $0 + $4,772 related
    Filer's total
    $0 + $360,711 related

  • LESLIE MCKAY

    EXECUTIVE DIRECTOR (PARTIAL)

    Total calculated
    $284,830
    From this org
    $0
    From related orgs
    $254,477
    Other
    $30,353
    Hours/week
    25 + 25 related

    Schedule J breakdown matched by us

    Base
    $0 + $149,827 related
    Bonus
    $0 + $18,874 related
    Other
    $0 + $85,776 related
    Deferred
    $0 + $19,297 related
    Nontaxable benefits
    $0 + $11,056 related
    Filer's total
    $0 + $284,830 related

  • MICHAEL PODOLAK MD

    TRUSTEE (PARTIAL)

    Total calculated
    $340
    From this org
    $0
    From related orgs
    $333
    Other
    $7
    Hours/week
    1 + 50 related

  • CAROLINE MCMORROW

    TRUSTEE (PARTIAL)

    Total calculated
    $0
    Hours/week
    1

  • CELIA DIETRICH

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • CHRIS DUNNE

    TRUSTEE (PARTIAL)

    Total calculated
    $0
    Hours/week
    1

  • CHRISTY CHAUDHURI MD

    TRUSTEE (PARTIAL)

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • DAVID-JACQUES FARAHI

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • ERIC GREAGER

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • JAMES GRILLO

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • JAY COUGHLON

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • JOHN IKARD

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • JULIE DAVIS RATNER

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • JUSTIN MCMORROW

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • KATIE BEHNKE

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • KIM DURAND

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • L ROGER HUTSON

    CHAIR

    Total calculated
    $0
    Hours/week
    1

  • LINDA CHILDEARS

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    1 + 3 related

  • LINDA OSTERLUND PHD

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • LINDSAY FILSINGER

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • MARK CORDOVA

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • MARY STUART

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • MICHAEL GELDART

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • MONICA DOYLE

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • NORM FRANKE

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • RYAN HARRIS

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • SEAN MCNICHOLAS

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • SHYAM PARKHIE MD

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • STEVE LOGAN

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • STEVEN ZIEGLER

    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

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan

Answered no

  • 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 3
COMPENSATION OF THE ORGANIZATION'S CEO/EXECUTIVE DIRECTOR THE FILING ORGANIZATION IS AN AFFILIATE OF INTERMOUNTAIN HEALTH, AN INTEGRATED HEALTH SYSTEM THAT IS NATIONALLY RECOGNIZED FOR PROVIDING QUALITY MEDICAL CARE THAT RANKS AMONG THE HIGHEST IN THE NATION WITH CHARGES THAT ARE AMONG THE LOWEST IN THE NATION. INTERMOUNTAIN HEALTH'S POLICY IS TO COMPENSATE ITS EMPLOYEES, INCLUDING SENIOR MANAGEMENT, AT MARKET COMPETITIVE RATES. THE ORGANIZATION'S OFFICERS AND SENIOR MANAGEMENT ARE PAID BY A RELATED ORGANIZATION, SAINT JOSEPH HOSPITAL, INC. COMPENSATION FOR THE OFFICERS AND SENIOR MANAGEMENT IS MANAGED BY THE INTERMOUNTAIN HEALTH CARE, INC. BOARD COMPENSATION COMMITTEE (COMMITTEE) ON BEHALF OF SISTERS OF CHARITY OF LEAVENWORTH HEALTHY SYSYTEM, INC. (SCLHS) AND ALL OF ITS AFFILIATES. THE COMPENSATION COMMITTEE OF THE BOARD OF INTERMOUNTAIN HEALTH CARE, INC. (PARENT ORGANIZATION) RETAINS OUTSIDE CONSULTANTS TO PROVIDE OBJECTIVE DATA ON COMPENSATION LEVELS AND PRACTICES. THE COMMITTEE ANNUALLY ANALYZES THIS DATA AND MAKES COMPENSATION DECISIONS, WHICH ARE REVIEWED BY THE FULL BOARD OF TRUSTEES. THE BOARD PLACES A HIGH PRIORITY ON THE NEED TO RECRUIT AND RETAIN A STRONG LEADERSHIP TEAM AND TO CREATE A HIGHLY MOTIVATED AND ENGAGED WORKFORCE TO DRIVE SUPERIOR ORGANIZATIONAL PERFORMANCE TO BECOME A TOP-TIER INTEGRATED HEALTHCARE DELIVERY SYSTEM. COMPENSATION LEVELS FOLLOW IRS GUIDELINES AND ARE SUBJECT TO IRS OVERSIGHT. A PORTION OF THE COMPENSATION REPORTED ON THIS FORM REFLECTS DEFERRED AMOUNTS THAT ARE NOT VESTED, ARE SUBJECT TO A SUBSTANTIAL RISK OF FORFEITURE, AND MAY OR MAY NOT BE PAID IN THE FUTURE. THE REPORTABLE COMPENSATION ON SCHEDULE J INCLUDES CERTAIN AMOUNTS THAT HAVE BEEN OR WILL BE REPORTED TWICE, BOTH IN THE YEAR ACCRUED AND AGAIN IN THE YEAR PAID, AS REQUIRED IN THE REPORTING SCHEDULE INSTRUCTIONS.
PART I, LINES 4A-B
PART I, LINE 4A SEVERANCE PAYMENTS THE ORGANIZATION AND RELATED ORGANIZATIONS PERIODICALLY INCUR SEVERANCE PAYMENTS TO DEPARTING EMPLOYEES. THE INDIVIDUALS AND THE AMOUNTS PAID FOR SEVERANCE IN 2024 WERE: LESLIE MCKAY - $58,402 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. THE VESTED AMOUNTS ARE TAXABLE TO THE RECIPIENT IN THE CURRENT YEAR. THE TAXABLE AMOUNTS ARE INCLUDED ON THE PARTICIPANTS' W-2. THE AMOUNTS WITHDRAWN FROM THE NQDC SERP PLANS IN 2024 WERE: JAMESON SMITH - $77,827, RICKI KELLY - $18,017
SCHEDULE J - 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.

Related corporations and trusts

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

Provenance

Return type
form_990
Tax year
2024
Filed
7 November 2025
IRS schema version
2024v5.2
Source object
202523119349301317

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