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← SAN JUAN HEALTHCARE FOUNDATION INC C/O MONTROSE REGIONAL HEALTH

Form 990 for tax year 2024

Filed by SAN JUAN HEALTHCARE FOUNDATION INC C/O MONTROSE REGIONAL HEALTH.

This return was superseded by a later amendment. matched by us It is kept because history is preserved rather than replaced.

What the amendment changed

Compared with the latest return for 2024 , filed 15 January 2026. matched by us Only the Part I totals and the names listed in Part VII are compared. We relate returns by organization, tax year and form, and order them by each return's own timestamp; the filer's own "amended return" checkbox is a separate fact.

Total revenue
$398,229 changed to $1
Total expenses
$2,194,107 changed to $305,769
Contributions and grants received
$378,385 changed to $0
Grants paid
$2,185,081 changed to $305,769
Investment income
$19,844 changed to $1
Total assets, end of year
$305,768 changed to $0
Net assets or fund balances, end of year
$305,768 changed to $0
Program services expenses
$2,185,081 changed to $305,769
Management and general expenses
$8,976 changed to $0
Fundraising expenses
$50 changed to $0
Program service expenses (Part III)
$2,185,081 changed to $305,769

Listed only on the earlier return

  • PERLA DOMINGUEZ

Totals

Total revenue
$398,229
Total expenses
$2,194,107
Contributions and grants received
$378,385
Grants paid
$2,185,081
Program service revenue
$0
Investment income
$19,844
Other revenue
$0
Total assets, end of year
$305,768
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$305,768
Program services expenses (Part IX)
$2,185,081
Management and general expenses
$8,976
Fundraising expenses
$50
Program service expenses (Part III)
$2,185,081

Program services were 99.6% 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.

  • 1f · All other contributions, gifts and grants

    $378,385

  • 3 · Investment income

    total $19,844 · excluded $19,844

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $2,154,231 · program services $2,154,231

  • 2 · Grants to domestic individuals

    total $30,850 · program services $30,850

  • 11c · Fees: accounting

    total $3,328 · management and general $3,328

  • 11f · Fees: investment management

    total $3,479 · management and general $3,479

  • 12 · Advertising and promotion

    total $196 · management and general $196

  • 13 · Office expenses

    total $53 · management and general $53

  • 23 · Insurance

    total $1,569 · management and general $1,569

  • 24a · Other expenses: BOARD EXPENSE

    total $351 · management and general $351

  • 24b · Other expenses: FUNDRAISING EXPENSE

    total $50 · fundraising $50

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $106,637 · end of year $300,859

  • 2 · Savings and temporary cash investments

    beginning of year $2,083

  • 4 · Accounts receivable

    beginning of year $1,170 · end of year $2,209

  • 9 · Prepaid expenses and deferred charges

    end of year $2,700

  • 11 · Investments: publicly traded securities

    beginning of year $1,851,319

  • 29 · Capital stock, trust principal or current funds

    beginning of year $0 · end of year $0

  • 30 · Paid-in or capital surplus, or land, building or equipment fund

    beginning of year $0 · end of year $0

  • 31 · Retained earnings, endowment or other funds

    beginning of year $1,961,209 · end of year $305,768

Mission and programs · 2024

Mission

WE DEVELOP RESOURCES THAT GO TOWARDS THE IMPROVEMENT OF HEALTH AND WELLNESS IN THE MONTROSE REGION. THESE RESOURCES ARE FOR THE ADVANCEMENT OF CHARITABLE, SCIENTIFIC, OR EDUCATIONAL HEALTHCARE NEEDS. WE RECOGNIZE THE ROLE OF THE DONOR (CONTINUED ON SCH O)IN THE ADVANCEMENT OF THE FOUNDATION AND PLEDGE TO ACCEPT, INVEST, AND ADMINISTER GIFTS ACCORDING TO THE WISHES OF THE DONOR AND THE NEEDS OF THE COMMUNITY. TOWARD THESE ENDS, WE ENCOURAGE GIVING TO LIFE AND A LIFETIME OF GIVING.

Activities or mission (Part I)

DEVELOP RESOURCES FOR IMPROVING HEALTHCARE IN THE MONTROSE REGION.

  • THE SAN JUAN HEALTHCARE FOUNDATION WAS FOUNDED IN 1982 TO LOOK TOWARD THE FUTURE OF HEALTH CARE NEEDS IN OUR COMMUNITY. THE FOUNDATION'S VISION OF SUPPORT FOR HEALTHCARE FACILITIES, EDUCATION AND EQUIPMENT HAS MAINTAINED ITSELF OVER THE YEARS. 2024 PROGRAM ACCOMPLISHMENTS INCLUDE: $8,720 TO MONTROSE REGIONAL HEALTH FOR A BLANKET WARMER, $6,000 TO BOSOM BUDDIES FOR A BREAST CANCER AWARENESS EVENT, $5,000 TO ALL POINTS TRANSIT FOR RADIOS, $7,000 IN EDUCATIONAL SCHOLARSHIPS.

    Expenses $2,185,081 · Grants $2,185,081

As filed on the 2024 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • KATHERINE LOWER

    PRESIDENT

    Total calculated
    $0
    Hours/week
    1

  • ROBYN FUNK

    VICE PRESIDENT

    Total calculated
    $0
    Hours/week
    1

  • ALLISON NADEL

    PAST PRESIDENT

    Total calculated
    $0
    Hours/week
    1

  • PATRICIA CHALOUPKA

    SECRETARY/TREASURER

    Total calculated
    $0
    Hours/week
    1

  • PHOEBE BENZIGER

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • PERLA DOMINGUEZ

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • KAYE HOTSENPILLER

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • J DAVID REED

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • PERLA RIVERA

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • PHYLLIS WIESNER

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • LEANN TOBIN

    EXECUTIVE DIRECTOR

    Total calculated
    $0
    Hours/week
    10

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.

Grants on this return

Assets distributed on this return

Schedule N, as filed: what the organization did with its assets when it liquidated or dissolved, or disposed of more than a quarter of them, and who received them. A recipient with an EIN is usually a successor organization; filers also list expenses such as legal fees here.

Provenance

Return type
form_990
Tax year
2024
Filed
10 November 2025
IRS schema version
2024v5.2
Source object
202533149349305243

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