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Nonprofiteer
← ST MARYS HOSPITAL FOUNDATION

Form 990 for tax year 2023

Filed by ST MARYS HOSPITAL FOUNDATION.

Totals

Total revenue
$5,665,964
Total expenses
$5,282,357
Contributions and grants received
$5,257,463
Grants paid
$4,137,128
Program service revenue
$0
Investment income
$462,353
Other revenue
-$53,852
Total assets, end of year
$22,081,535
Total liabilities, end of year
$985,066
Net assets or fund balances, end of year
$21,096,469
Program services expenses (Part IX)
$4,300,793
Management and general expenses
$618,862
Fundraising expenses
$362,702
Program service expenses (Part III)
$4,300,793

Program services were 81.4% 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

    $10,800

  • 1c · Fundraising events

    $115,407

  • 1d · Related organizations

    $1,178,627

  • 1e · Government grants (contributions)

    $2,357,281

  • 1f · All other contributions, gifts and grants

    $1,595,348

  • 1g · Noncash contributions included above

    $29,150

  • 3 · Investment income

    total $287,378 · excluded $287,378

  • 7a · Gross sales of assets other than inventory

    securities $174,975

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

    securities $0

  • 7c · Gain or loss

    securities $174,975

  • 7d · Net gain or loss

    total $174,975 · excluded $174,975

  • 8a · Fundraising events: gross income

    $78,466

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

    $115,407

  • 8b · Fundraising events: direct expenses

    $150,605

  • 8c · Net income from fundraising events

    total -$72,139 · excluded -$72,139

  • 9a · Gaming: gross income

    $28,597

  • 9b · Gaming: direct expenses

    $10,310

  • 9c · Net income from gaming

    total $18,287 · excluded $18,287

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $4,121,667 · program services $4,121,667

  • 2 · Grants to domestic individuals

    total $15,461 · program services $15,461

  • 5 · Compensation of officers, directors and key employees

    total $206,510 · program services $20,651 · management and general $82,604 · fundraising $103,255

  • 7 · Other salaries and wages

    total $314,486 · program services $31,449 · management and general $125,794 · fundraising $157,243

  • 8 · Pension plan contributions

    total $27,896 · program services $2,790 · management and general $11,158 · fundraising $13,948

  • 9 · Other employee benefits

    total $5,186 · program services $519 · management and general $2,074 · fundraising $2,593

  • 10 · Payroll taxes

    total $35,174 · program services $3,517 · management and general $14,070 · fundraising $17,587

  • 11g · Fees: other

    total $5,607 · management and general $5,607

  • 12 · Advertising and promotion

    total $48,253 · fundraising $48,253

  • 13 · Office expenses

    total $15,173 · management and general $6,744 · fundraising $8,429

  • 17 · Travel

    total $4,493 · management and general $1,997 · fundraising $2,496

  • 19 · Conferences, conventions and meetings

    total $617 · management and general $274 · fundraising $343

  • 24a · Other expenses: SHARED SERVICES - ADMIN

    total $338,783 · management and general $338,783

  • 24b · Other expenses: BANK CHARGES

    total $85,548 · program services $68,438 · management and general $8,555 · fundraising $8,555

  • 24c · Other expenses: FOOD-MEALS ON WHEELS

    total $24,108 · program services $24,108

  • 24d · Other expenses: SHARED SERVICES - OTHER

    total $18,412 · management and general $18,412

  • 24e · All other expenses

    total $14,983 · program services $12,193 · management and general $2,790

Balance sheet

Part X, book values.

  • 2 · Savings and temporary cash investments

    beginning of year $840,685 · end of year $1,228,400

  • 3 · Pledges and grants receivable

    beginning of year $1,818,520 · end of year $1,929,385

  • 11 · Investments: publicly traded securities

    beginning of year $17,811,760 · end of year $18,923,750

  • 17 · Accounts payable and accrued expenses

    beginning of year $96,581 · end of year $0

  • 25 · Other liabilities

    beginning of year $1,473,749 · end of year $985,066

  • 27 · Net assets without donor restrictions

    beginning of year $2,797,099 · end of year $3,463,378

  • 28 · Net assets with donor restrictions

    beginning of year $16,103,536 · end of year $17,633,091

Mission and programs · 2023

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.

Activities or mission (Part I)

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.ST. MARY'S HOSPITAL FOUNDATION WEBSITE ADDRESS:HTTPS://INTERMOUNTAINHEALTHCARE.ORG/FOUNDATION/ST-MARYS-FOUNDATION/

  • THE PROMISE OF HEALTHCARE PHILANTHROPY IS THE ABILITY TO CHANGE LIVES AND THE POWER TO SAVE LIVES. THE ST. MARY'S HOSPITAL FOUNDATION DEVELOPS THE RESOURCES THAT HELP KEEP AND EXPAND THIS PROMISE TO THE PEOPLE WHO TRUST ST. MARY'S HOSPITAL AND MEDICAL CENTER, INC., TO CARE FOR THEM. IT IS COMMITTED TO ADVANCING THE PROMISE OF LIFE THROUGH PHILANTHROPY. THE FOUNDATION'S FUNDRAISING EFFORTS ENSURE THAT THE HOSPITAL IS ABLE TO MEET THE COMMUNITY'S HEALTHCARE NEEDS. ST. MARY'S HOSPITAL FOUNDATION WAS PART OF THE SISTERS OF CHARITY OF LEAVENWORTH HEALTH SYSTEM. ON APRIL 1, 2022, INTERMOUNTAIN HEALTH CARE, INC. AND SISTERS OF CHARITY OF LEAVENWORTH HEALTH SYSTEM, INC. AFFILIATED, CREATING A MODEL HEALTH SYSTEM THAT PROVIDES HIGH-QUALITY, ACCESSIBLE, AND AFFORDABLE HEALTHCARE TO COMMUNITIES IN UTAH, IDAHO, NEVADA, COLORADO, MONTANA, WYOMING, AND KANSAS. THE ORGANIZATION EMPLOYS MORE THAN 66,000 CAREGIVES, OPERATES 33 HOSPITALS (INCLUDING ONE VIRTUAL HOSPITAL), AND RUNS HUNDREDS OF CLINICS, WHILE PROVIDING HEALTH INSURANCE TO OVER ONE MILLION PEOPLE IN UTAH, IDAHO AND NEVADA.AS PART OF INTERMOUNTAIN HEALTHCARE, ST. MARY'S HOSPITAL FOUNDATION HAS DIRECT ACCESS TO BEST PRACTICES, RESOURCES, TECHNOLOGY, TALENT AND STRATEGIC CAPITAL.MAJOR AREAS OF SUPPORT DURING THE YEAR INCLUDED:ROSE HILL HOSPITALITY HOUSE ROSE HILL HOUSE REFLECTS THE COMPASSION AND GENEROSITY OF OUR COMMUNITY BY PROVIDING A FREE, COMFORTABLE, HOME-LIKE SETTING WHERE FAMILIES CAN HAVE A REST FROM THE OFTEN CRITICAL CONCERNS ASSOCIATED WITH THE HEALTH OF A LOVED ONE. PATIENTS COME TO ST. MARY'S FROM MANY DISTANT PLACES TO RECEIVE MEDICAL ASSISTANCE OFTEN NOT AVAILABLE OUTSIDE OF GRAND JUNCTION. ST. MARY'S HOSPITAL FOUNDATION RECOGNIZES THE IMPORTANCE OF MEETING THE NEEDS OF FAMILY AND FRIENDS SUPPORTING A LOVED ONE IN THE HEALING PROCESS. CANCER ASSISTANCE FUND THE ST. MARY'S HOSPITAL FOUNDATION ALSO FINANCIALLY SUPPORTS ST. MARY'S CANCER PROGRAMS. ST. MARY'S IS PROUD TO OFFER A COMPREHENSIVE CANCER PROGRAM FOR PATIENTS FROM DIAGNOSIS, THROUGH TREATMENT, AND BEYOND. AS HEALTHCARE CHANGES, WE HAVE IDENTIFIED THE NEED FOR NOT ONLY PREVENTATIVE MEDICINE, BUT TO PROVIDE HOLISTIC CARE TO OUR PATIENTS. THE CANCER ASSISTANCE FUND PROVIDES RESOURCES TO EDUCATE, SUPPORT, AND EMPOWER THOSE AFFECTED BY CANCER TO TAKE CHARGE OF THEIR HEALTH SO THEY CAN TRULY THRIVE AND SUPPORTS THE PHYSICAL, EMOTIONAL, SOCIAL, SPIRITUAL, AND ECONOMIC ASPECTS OF THEIR CANCER JOURNEY. THIS INCLUDES A VARIETY OF SERVICES FOR CANCER PATIENTS AND THEIR FAMILIES INCLUDING: ART EXPLORATION CLASSES, SUPPORT GROUPS, CANCER EDUCATION AND SCREENING EVENTS, A RESOURCE LIBRARY, EQUINE THERAPY, PATIENT ADVISORY TEAMS, REHABILITATION, THERAPEUTIC MASSAGE, AND NUTRITION AND EXERCISE RETREATS. MEALS ON WHEELS OF MESA COUNTYST. MARY'S HOSPITAL FOUNDATION IS PROUD TO SPONSOR THE MEALS ON WHEELS PROGRAM OF MESA COUNTY. THE ST. MARY'S FOUNDATION RAISES FUNDS TO SUPPORT MEALS ON WHEELS MESA COUNTY, A HOSPITAL AND GOVERNMENT SPONSORED PROGRAM TO PROVIDE NOURISHING MEALS TO THE HOMEBOUND AND TO OTHERS THAT ARE IN NEED. PROGRAM REVENUE ASSOCIATED WITH THE PROGRAM REPRESENTS A VOLUNTARY CO-PAYMENT FOR THE MEALS AND IS NOT A REQUIREMENT FOR RECEIVING A MEAL.CARING FOR THE CAREGIVERAT ST. MARY'S REGIONAL HOSPITAL, OUR CAREGIVERS ARE OUR MOST VALUABLE ASSET. THE FOUNDATION RAISES FUNDS THROUGH THE CARING FOR THE CAREGIVER FUND THAT SUPPORTS THE WELL-BEING OF OUR CAREGIVERS THROUGH EUDCATION, SOCIAL SUPPORT, SELF-CARE ACTIVITIES, AND MEANINGFUL RECOGNITION AND IS AN IMPORTANT FOCUS OF ST. MARY'S FOUNDATION. TO ENHANCE AND SUSTAIN THE HEALTH AND WELL-BEING OF OUR CLINICAL WORKFORCE, THE FOUNDATION CREATED THIS FUND AS A RESOURCE FOR CLINICAL LEADERS TO DEVELOP CREATIVE SOLUTIONS TO PROMOTE CAREGIVER RELISIENCE AND REPLENISHMENT.

    Expenses $4,300,793 · Grants $4,137,128

As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Bryan Johnson

    DIRECTOR/SMHMC CEO

    Total calculated
    $967,224
    From this org
    $0
    From related orgs
    $684,612
    Other
    $282,612
    Hours/week
    1 + 54 related

    Schedule J breakdown matched by us

    Base
    $0 + $502,548 related
    Bonus
    $0 + $109,425 related
    Other
    $0 + $72,639 related
    Deferred
    $0 + $255,252 related
    Nontaxable benefits
    $0 + $27,360 related
    Filer's total
    $0 + $967,224 related

  • Ashley Thurow

    DIRECTOR/SMHMC VP FIN 4/1-12/31/23

    Total calculated
    $295,315
    From this org
    $0
    From related orgs
    $222,175
    Other
    $73,140
    Hours/week
    1 + 51 related

    Schedule J breakdown matched by us

    Base
    $0 + $191,439 related
    Bonus
    $0 + $30,000 related
    Other
    $0 + $736 related
    Deferred
    $0 + $57,407 related
    Nontaxable benefits
    $0 + $15,733 related
    Filer's total
    $0 + $295,315 related

  • Terri Chinn

    DIRECTOR/SMHMC VP FIN 1/1-3/20/23

    Total calculated
    $276,410
    From this org
    $0
    From related orgs
    $265,674
    Other
    $10,736
    Hours/week
    1 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $96,463 related
    Bonus
    $0 + $47,107 related
    Other
    $0 + $122,104 related
    Deferred
    $0 + $7,196 related
    Nontaxable benefits
    $0 + $3,540 related
    Filer's total
    $0 + $276,410 related

  • Carmen Shipley

    EXECUTIVE DIRECTOR

    Total calculated
    $206,511
    From this org
    $0
    From related orgs
    $153,789
    Other
    $52,722
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $0 + $139,831 related
    Bonus
    $0 + $12,979 related
    Other
    $0 + $979 related
    Deferred
    $0 + $23,862 related
    Nontaxable benefits
    $0 + $28,860 related
    Filer's total
    $0 + $206,511 related

  • Kim Alexander

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Mike Blackburn

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Joe Breman

    CHAIR

    Total calculated
    $0
    Hours/week
    1

  • Clara Brown Shaffer

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    1

  • Nancy Cummings

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Tyler Dahl

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Bobbie Daniel

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Frank Desantis

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Jeff Funderburk

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Dave Huerkamp

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Adam Kinsey

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Sandra Legg

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Marc McAtlin

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Kendra McDaniel

    SECRETARY

    Total calculated
    $0
    Hours/week
    1

  • Michelle Replogle

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Anthony Restivo

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Monique Serra

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Josh Smith

    TREASURER

    Total calculated
    $0
    Hours/week
    1

  • Duke Wortmann

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Leann Zetmeir

    DIRECTOR

    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 3
COMPENSATION OF THE ORGANIZATION'S CEO/EXECUTIVE DIRECTOR THE ORGANIZATION'S OFFICERS AND SENIOR MANAGEMENT ARE PAID BY A RELATED ORGANIZATION, ST. MARY'S HOSPITAL & MEDICAL CENTER, 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 HEALTH SYSTEM, INC. AND ALL OF ITS AFFILIATES. THE COMMITTEE REVIEWS AND APPROVES COMPENSATION ARRANGEMENTS OF THE OFFICERS AND SENIOR MANAGEMENT AND MAKES RECOMMENDATIONS TO INTERMOUNTAIN HEALTH CARE, INC.'S BOARD FOR APPROVAL OF ANY CHANGES. THE COMMITTEE'S REVIEW IS CONDUCTED IN A MANNER THAT IS INTENDED TO QUALIFY FOR THE REBUTTABLE PRESUMPTION OF REASONABLENESS UNDER THE INTERMEDIATE SANCTIONS RULES OF INTERNAL REVENUE CODE SECTION 4958. THE COMMITTEE CONDUCTS THE REVIEW WITH THE ASSISTANCE OF AN EXPERIENCED AND INDEPENDENT COMPENSATION CONSULTING FIRM THAT HAS DEEP NATIONAL EXPERTISE IN HEALTH SYSTEMS' EXECUTIVE COMPENSATION PROGRAMS AND LEVELS. THE COMMITTEE OBTAINS AND RELIES UPON CURRENT, COMPARABLE MARKET DATA FOR PEER ORGANIZATIONS PRIOR TO MAKING COMPENSATION RELATED DECISIONS. THE INFORMATION REVIEWED INCLUDES COMPENSATION LEVELS PAID BY SIMILARLY SITUATED ORGANIZATIONS FOR FUNCTIONALLY COMPARABLE POSITIONS, THE AVAILABILITY OF SIMILAR SERVICES IN THE GEOGRAPHIC AREA SERVED BY INTERMOUNTAIN HEALTH CARE, INC. AND CURRENT COMPENSATION SURVEYS COMPILED BY AN INDEPENDENT FIRM. THE BOARD PLACES A HIGH PRIORITY ON THE NEED TO RECURIT AND RETAIN A STRONG LEADERSHIP TEAM AND TO CREATE A HIGHLY MOTIVATED AND ENGAGED WORKFORCE. COMPENSATION LEVELS FOLLOW IRS GUIDELINES AND ARE SUBJECT TO IRS OVERSIGHT. AS PART OF THE REVIEW PROCESS, INTERMOUNTAIN HEALTH CARE, INC. USES THE FOLLOWING IN ESTABLISHING THE COMPENSATION OF OFFICERS AND SENIOR MANAGEMENT. 1) COMPENSATION COMMITTEE 2) INDEPENDENT COMPENSATION CONSULTANT 3) FORM 990 OF OTHER ORGANIZATIONS 4) COMPENSATION SURVEYS AND STUDIES 5) APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE THE ITEMS LISTED ABOVE SUPPORT THE COMPENSATION COMMITTEE'S EFFORTS TO ENSURE THAT THE LEVEL OF COMPENSATION PROVIDED TO ITS OFFICERS AND SENIOR MANAGEMENT IS REASONABLE, APPROPRIATE AND CONSISTENT WITH THE PAY PHILOSOPHY SET BY THE BOARD.
PART I, LINE 4B
SCHEDULE J, PART I, LINE 4B PAYMENTS FROM A SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN A RELATED ORGANIZATION PROVIDES NONQUALIFIED DEFERRED COMPENSATION PLANS (NQDC) KNOWN AS 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 NOT-FOR-PROFIT HEALTH SYSTEMS. THESE PLANS ENABLE THE EXECUTIVE TO EARN BENEFITS DURING EACH YEAR THAT THEY PARTICIPATE. 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 PLANS 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 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 2023. 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 RECIPIENT'S W-2. THE AMOUNTS WITHDRAWN FROM THE NQDC SERP PLANS IN 2023 WERE: TERRI CHINN - $120,724, BRYAN JOHNSON - $53,398
ADDITIONAL OFFICER AND BOARD DISCLOSURES:
INTERMOUNTAIN HEALTH CARE, INC. AND RELATED TAX-EXEMPT ORGANIZATIONS ADHERE TO GOVERNANCE EXCELLENCE STANDARDS INCLUDING ACCOUNTABILITY. IN KEEPING WITH INTERMOUNTAIN HEALTH CARE, INC.'S CORE VALUE OF STEWARDSHIP, INTERMOUNTAIN HEALTH CARE, INC.'S BOARD COMPENSATION COMMITTEE (COMMITTEE) HAS RETAINED THE SERVICES OF AN INDEPENDENT COMPENSATION ADVISOR. THE COMPENSATION ADVISOR IS RESPONSIBLE FOR ADVISING THE COMMITTEE ON ALL MATTERS RELATING TO EXECUTIVE COMPENSATION INCLUDING SUPPORTING THE COMMITTEE'S EFFORTS TO ENSURE THAT THE LEVEL OF COMPENSATION PROVIDED OFFICERS AND SENIOR MANAGEMENT IS REASONABLE, APPROPRIATE AND CONSISTENT WITH THE PAY PHILOSOPHY SET BY THE BOARD. 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 CARE 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

    OP ENDOSCOPY · CO

  • SCLTDI JV LLC

    RADIOLOGY · DE

  • ATHLETIC MEDICINE & PERFORMANCE LLC (SVB IS PARTNER)

    PHYSICAL THERAPY · MT

  • SUMMIT SURGERY CENTER LLC

    OP SURGERY · MT

  • GRAND VALLEY SURGICAL CENTER LLC

    OP 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

    OP CANCER · CO

  • CAREFLIGHT OF THE ROCKIES LLC

    MEDICAL AIR TRANSPORT · CO

  • MED-MAP LLC

    RENTAL REAL ESTATE · MT

  • YELLOWSTONE SURGERY CENTER LLC

    OP SURGERY · MT

  • GALLATIN VALLEY SURGERY CENTER LLC

    OP SURGERY · MT

  • FIRST FLIGHT OF WYOMING LLC

    MEDICAL AIR TRANSPORT · CO

  • MCKAY DEE SURGICAL CENTER LLC

    OP 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

    OP SURGERY · UT

  • ST GEORGE SURGERY CENTER LLC

    OP SURGERY · UT

  • SALTZER ASC TEN MILE LLC

    OP SURGERY · ID

  • NORTHPOINTE SURGICAL CENTER LLC

    OP SURGERY · UT

  • HW AE CO-INVESTMENT PARTNERS LP

    INVESTMENTS · DE

  • PERFORMANCE EQUITY GROWTH OPPORTUNITIES FUND LP

    INVESTMENTS · DE

  • MURRAY SURGERY CENTER LLC

    OP SURGERY · UT

  • PROVO SURGERY CENTER LLC

    OP SURGERY · UT

  • SARATOGA SPRINGS SURGERY CENTER LLC

    OP SURGERY · UT

  • PARK CITY SURGERY CENTER LLC

    OP SURGERY · UT

  • PARK CITY SURGICAL CENTER REAL ESTATE LLC

    OP SURGERY · UT

  • CDHC 3 LLC

    INVESTMENTS · UT

  • ARK GLOBAL EMERGING COMPANIES LP

    INVESTMENTS · UT

  • PELION OPPORTUNITY FUND IV LLC

    INVESTMENTS · UT

Related corporations and trusts

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

  • CARITAS INC AND SUBSIDIARIES

    C · HEALTHCARE · KS · controlled entity

  • WEST END ASSOCIATION INC

    C · HEALTHCARE · MT · controlled entity

  • LEAVEN INSURANCE COMPANY LTD

    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

  • CARENT LABORATORY SOLUTIONS LLC

    C · MEDICAL LABORATORY · CO · controlled entity

Provenance

Return type
form_990
Tax year
2023
Filed
5 November 2024
IRS schema version
2023v5.1
Source object
202413129349300846

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