Form 990 for tax year 2023
Filed by YELLOWSTONE HEALTH PARTNERSHIP.
Totals
- Total revenue
- $1,757,318
- Total expenses
- $1,429,727
- Contributions and grants received
- $0
- Grants paid
- $64,474
- Program service revenue
- $1,543,935
- Investment income
- $213,383
- Other revenue
- $0
- Total assets, end of year
- $24,626,755
- Total liabilities, end of year
- $15,667,006
- Net assets or fund balances, end of year
- $8,959,749
- Program services expenses (Part IX)
- $1,404,477
- Management and general expenses
- $25,250
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $1,404,477
Program services were 98.2% 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.
-
1a · Federated campaigns
$0
-
1b · Membership dues
$0
-
1c · Fundraising events
$0
-
1d · Related organizations
$0
-
1e · Government grants (contributions)
$0
-
1f · All other contributions, gifts and grants
$0
-
1g · Noncash contributions included above
$0
-
2a · Program service revenue
total $1,543,935 · related or exempt $1,543,935
-
3 · Investment income
total $150,576 · excluded $150,576
-
6c · Rental income or loss
real property $0 · personal property $0
-
6d · Net rental income or loss
total $0
-
7a · Gross sales of assets other than inventory
securities $1,168,466
-
7b · Less cost or other basis and sales expenses
securities $1,105,659
-
7c · Gain or loss
securities $62,807 · other assets $0
-
7d · Net gain or loss
total $62,807 · excluded $62,807
-
8a · Fundraising events: gross income
$0
-
8b · Fundraising events: direct expenses
$0
-
8c · Net income from fundraising events
total $0
-
9c · Net income from gaming
total $0
-
11e · Other revenue, total
$0
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $64,474 · program services $64,474
-
11c · Fees: accounting
total $1,975 · management and general $1,975
-
11f · Fees: investment management
total $21,811 · management and general $21,811
-
16 · Occupancy
total $95,430 · program services $95,430
-
20 · Interest
total $266,285 · program services $266,285
-
22 · Depreciation, depletion and amortization
total $978,288 · program services $978,288
-
23 · Insurance
total $1,464 · management and general $1,464
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $245,032 · end of year $70,133
-
2 · Savings and temporary cash investments
beginning of year $543 · end of year $543
-
10a · Land, buildings and equipment: cost or other basis
$30,469,326
-
10b · Land, buildings and equipment: accumulated depreciation
$10,527,587
-
10c · Land, buildings and equipment, net
beginning of year $20,862,307 · end of year $19,941,739
-
11 · Investments: publicly traded securities
beginning of year $3,573,517 · end of year $4,019,313
-
15 · Other assets
beginning of year $655,670 · end of year $595,027
-
17 · Accounts payable and accrued expenses
beginning of year $781,574 · end of year $829,043
-
19 · Deferred revenue
beginning of year $117,127 · end of year $64,597
-
20 · Tax-exempt bond liabilities
beginning of year $9,288,540 · end of year $8,433,497
-
25 · Other liabilities
beginning of year $6,878,243 · end of year $6,339,869
-
31 · Retained earnings, endowment or other funds
beginning of year $8,271,585 · end of year $8,959,749
Mission and programs · 2023
Mission
The Yellowstone Health Partnership supports the activities of the Yellowstone City-County Health Department dba RiverStone Health.
-
Yellowstone Health Partnership's purpose is to support the activities of the Yellowstone City-County Health Department dba RiverStone Health (RSH).
Expenses $1,404,477 · Grants $64,474 · Revenue $1,543,935
As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
John Felton
President & Chief Executive Officer
- Total calculated
- $462,103
- From this org
- $0
- From related orgs
- $408,370
- Other
- $53,733
- Hours/week
- 1 + 39 related
Schedule J breakdown matched by us
- Base
- $0 + $408,270 related
- Bonus
- $0
- Other
- $0 + $100 related
- Deferred
- $0 + $41,737 related
- Nontaxable benefits
- $0 + $11,996 related
- Filer's total
- $0 + $462,103 related
-
Shelli RItz
Executive Vice President & Chief Financial Officer
- Total calculated
- $199,925
- From this org
- $0
- From related orgs
- $173,842
- Other
- $26,083
- Hours/week
- 1 + 39 related
Schedule J breakdown matched by us · ignoring case and punctuation
- Base
- $0 + $112,621 related
- Bonus
- $0
- Other
- $0 + $61,221 related
- Deferred
- $0 + $20,085 related
- Nontaxable benefits
- $0 + $5,998 related
- Filer's total
- $0 + $199,925 related
-
James Harris
Secretary & Treasurer
- Total calculated
- $0
- Hours/week
- 1
-
John Dorr MD
Chairman
- Total calculated
- $0
- Hours/week
- 1
-
Jonathan Forte
President & Chief Executive Officer
- Total calculated
- $386,158
- From this org
- $0
- From related orgs
- $351,169
- Other
- $34,989
- Hours/week
- 1 + 39 related
Schedule J breakdown matched by us
- Base
- $0 + $277,904 related
- Bonus
- $0
- Other
- $0 + $73,265 related
- Deferred
- $0 + $23,992 related
- Nontaxable benefits
- $0 + $10,997 related
- Filer's total
- $0 + $386,158 related
-
Shanna Zier
Chief Financial Officer
- Total calculated
- $153,397
- From this org
- $0
- From related orgs
- $130,004
- Other
- $23,393
- Hours/week
- 1 + 39 related
Schedule J breakdown matched by us
- Base
- $0 + $130,004 related
- Bonus
- $0
- Other
- $0
- Deferred
- $0 + $11,457 related
- Nontaxable benefits
- $0 + $11,936 related
- Filer's total
- $0 + $153,397 related
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
None.
Answered no
- 4a · Severance or change-of-control payment
- 4b · Supplemental nonqualified retirement plan
- 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
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
-
Yellowstone City-County Health Department
$64,474
Program Support
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.
-
Yellowstone City-County Health Department dba RiverStone Health
501(c)(1) · Community Health · MT
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 14 November 2024
- IRS schema version
- 2023v5.0
- Source object
- 202413199349312771
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