Skip to content
Nonprofiteer
← ST JOHNS HEALTH FOUNDATION

Form 990 for tax year 2022

Filed by ST JOHNS HEALTH FOUNDATION.

Totals

Total revenue
$3,217,654
Total expenses
$2,897,360
Contributions and grants received
$2,532,699
Grants paid
$2,847,098
Program service revenue
$0
Investment income
$684,955
Other revenue
$0
Total assets, end of year
$17,809,989
Total liabilities, end of year
$2,209
Net assets or fund balances, end of year
$17,807,780
Program services expenses (Part IX)
$2,847,098
Management and general expenses
$50,262
Fundraising expenses
$0
Program service expenses (Part III)
$2,847,098

Program services were 98.3% 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

    $2,532,699

  • 1g · Noncash contributions included above

    $110,305

  • 3 · Investment income

    total $496,517 · excluded $496,517

  • 4 · Income from investment of tax-exempt bond proceeds

    total $0

  • 5 · Royalties

    total $0

  • 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 $300,000

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

    securities $111,562

  • 7c · Gain or loss

    securities $188,438

  • 7d · Net gain or loss

    total $188,438 · excluded $188,438

  • 8a · Fundraising events: gross income

    $0

  • 8b · Fundraising events: direct expenses

    $0

  • 8c · Net income from fundraising events

    total $0

  • 9a · Gaming: gross income

    $0

  • 9b · Gaming: direct expenses

    $0

  • 9c · Net income from gaming

    total $0

  • 10a · Gross sales of inventory

    $0

  • 10b · Cost of goods sold

    $0

  • 10c · Net income from sales of inventory

    total $0

  • 11e · Other revenue, total

    $0

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $2,539,906 · program services $2,539,906

  • 2 · Grants to domestic individuals

    total $307,192 · program services $307,192

  • 3 · Grants to foreign organizations and individuals

    total $0

  • 4 · Benefits paid to or for members

    total $0

  • 5 · Compensation of officers, directors and key employees

    total $0

  • 6 · Compensation of disqualified persons

    total $0

  • 7 · Other salaries and wages

    total $0

  • 8 · Pension plan contributions

    total $0

  • 9 · Other employee benefits

    total $0

  • 10 · Payroll taxes

    total $0

  • 11a · Fees: management

    total $0

  • 11b · Fees: legal

    total $0

  • 11c · Fees: accounting

    total $0

  • 11d · Fees: lobbying

    total $0

  • 11e · Fees: professional fundraising services

    total $0

  • 11f · Fees: investment management

    total $48,662 · management and general $48,662

  • 11g · Fees: other

    total $0

  • 12 · Advertising and promotion

    total $550 · management and general $550 · fundraising $0

  • 13 · Office expenses

    total $550 · management and general $550

  • 14 · Information technology

    total $0

  • 15 · Royalties

    total $0

  • 16 · Occupancy

    total $0

  • 17 · Travel

    total $0

  • 18 · Travel or entertainment for public officials

    total $0

  • 19 · Conferences, conventions and meetings

    total $0

  • 20 · Interest

    total $0

  • 21 · Payments to affiliates

    total $0

  • 22 · Depreciation, depletion and amortization

    total $0

  • 23 · Insurance

    total $0

  • 24a · Other expenses: MISCELLANEOUS EXPENSES

    total $500 · management and general $500

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $0 · end of year $0

  • 2 · Savings and temporary cash investments

    beginning of year $532,986 · end of year $695,503

  • 3 · Pledges and grants receivable

    beginning of year $115,766 · end of year $66,414

  • 4 · Accounts receivable

    beginning of year $0 · end of year $0

  • 5 · Loans and receivables from officers and key people

    beginning of year $0 · end of year $0

  • 6 · Loans and receivables from disqualified persons

    beginning of year $0 · end of year $0

  • 7 · Other notes and loans receivable

    beginning of year $0 · end of year $0

  • 8 · Inventories for sale or use

    beginning of year $0 · end of year $0

  • 9 · Prepaid expenses and deferred charges

    beginning of year $0 · end of year $0

  • 10c · Land, buildings and equipment, net

    beginning of year $0 · end of year $0

  • 11 · Investments: publicly traded securities

    beginning of year $0 · end of year $0

  • 12 · Investments: other securities

    beginning of year $16,196,163 · end of year $16,579,348

  • 13 · Investments: program-related

    beginning of year $0 · end of year $0

  • 14 · Intangible assets

    beginning of year $0 · end of year $0

  • 15 · Other assets

    beginning of year $412,800 · end of year $468,724

  • 17 · Accounts payable and accrued expenses

    beginning of year $0 · end of year $1,891

  • 18 · Grants payable

    beginning of year $0 · end of year $0

  • 19 · Deferred revenue

    beginning of year $0 · end of year $0

  • 20 · Tax-exempt bond liabilities

    beginning of year $0 · end of year $0

  • 21 · Escrow or custodial account liability

    beginning of year $0 · end of year $0

  • 22 · Loans and payables to officers and key people

    beginning of year $0 · end of year $0

  • 23 · Secured mortgages and notes payable

    beginning of year $0 · end of year $0

  • 24 · Unsecured notes and loans payable

    beginning of year $0 · end of year $0

  • 25 · Other liabilities

    beginning of year $150,152 · end of year $318

  • 27 · Net assets without donor restrictions

    beginning of year $9,665,057 · end of year $11,479,335

  • 28 · Net assets with donor restrictions

    beginning of year $7,442,506 · end of year $6,328,445

Mission and programs · 2022

Mission

TO SECURE PHILANTHROPIC SUPPORT TO ADVANCE THE MISSION AND STRATEGIC OBJECTIVES OF ST. JOHN'S HEALTH, INCLUDING PATIENT-CENTERED CARE, CLINICAL EXCELLENCE, AND COMMUNITY WELLNESS.

Activities or mission (Part I)

TO ADVANCE THE MISSION AND STRATEGIC OBJECTIVES OF ST. JOHN'S HEALTH PROVIDING OUR UNIQUE COMMUNITY AND VISITORS WITH EXCEPTIONAL AND EVER-ADVANCING HEALTHCARE.

  • SUPPORT THE OPERATIONS OF ST. JOHN'S HEALTH WITH EQUIPMENT PURCHASES, PROGRAM SPONSORSHIP AND EDUCATIONAL SCHOLARSHIPS.

    Expenses $2,847,098 · Grants $2,847,098

As filed on the 2022 return.

Listed in Part VII

  • Sheldon Perkins

    FOUNDATION INTERIM PRESIDENT

    Total calculated
    $158,358
    From this org
    $119,506
    From related orgs
    $0
    Other
    $38,852
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $119,292
    Bonus
    $0
    Other
    $214
    Deferred
    $4,037
    Nontaxable benefits
    $34,815
    Filer's total
    $158,358

  • Anna Olson

    FOUNDATION PRESIDENT

    Total calculated
    $63,347
    From this org
    $57,692
    From related orgs
    $0
    Other
    $5,655
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $57,692
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $5,655
    Filer's total
    $63,347

  • Bob Pisano

    CO-CHAIR

    Total calculated
    $0
    Hours/week
    5

  • Jane Carey

    CO-CHAIR

    Total calculated
    $0
    Hours/week
    5

  • Doug Ober

    INVESTMENT CHAIR

    Total calculated
    $0
    Hours/week
    1

  • Bill Best

    PAST CHAIR

    Total calculated
    $0
    Hours/week
    1

  • Tom Bruno

    NOMINATING CHAIR

    Total calculated
    $0
    Hours/week
    1

  • Rachel Kay Rogers

    SECRETARY (PART YEAR)

    Total calculated
    $0
    Hours/week
    1

  • Patrick Trucco

    TREASURER

    Total calculated
    $0
    Hours/week
    3

  • Bob Grady

    DIRECTOR (PART YEAR)

    Total calculated
    $0
    Hours/week
    1

  • Charles Fleischman

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Charlie Thomson

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Debbie Hopkins

    DEVELOPMENT CO-CHAIR

    Total calculated
    $0
    Hours/week
    1

  • Cynthia Hogan

    DIRECTOR (PART YEAR)

    Total calculated
    $0
    Hours/week
    1

  • Dr Marty Trott

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Karen Brennan

    MARKETING CHAIR

    Total calculated
    $0
    Hours/week
    1

  • Katy Niner

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • May Herr

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Michael Coles

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Patricia Robertson

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Paul Vogelheim

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Jim Auge

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Robert M Halper

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Shirley Piper

    DIRECTOR (PART YEAR)

    Total calculated
    $0
    Hours/week
    1

  • Sue Critzer

    DIRECTOR (PART YEAR)

    Total calculated
    $0
    Hours/week
    1

  • Ted Staryk

    DEVELOPMENT CO-CHAIR

    Total calculated
    $0
    Hours/week
    1

  • Tom Fay

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Jeff Flug

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Hillary Munro

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Gary Roubin

    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

  • 1a · Health or social club dues or initiation fees
  • 2 · Substantiation required before reimbursing expenses

Answered no

  • 1b · Written policy on the line-1a expenses
  • 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
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

SCHEDULE J, PART I, LINE 1A
ANNA OLSON WAS REIMBURSED FOR GOLF CLUB DUES BY THE TETON COUNTY HOSPITAL DISTRICT (AN AFFILIATED BUT UNRELATED ORGANIZATION), WHICH WERE ADDED TO ANNA OLSON'S TETON COUNTY HOSPITAL DISTRICT PAYROLL AS TAXABLE FRINGE BENEFIT.
SCHEDULE J, PART I, LINE 1B
REIMBURSEMENT POLICY AND PROCESS: THE FOUNDATION FORWARDS REIMBURSEMENT INFORMATION AND DOCUMENTATION TO THE HOSPITAL PAYROLL DEPARTMENT MONTHLY.

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

Provenance

Return type
form_990
Tax year
2022
Filed
12 April 2024
IRS schema version
2022v5.0
Source object
202411079349300861

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

The source document this was parsed from is served over the API, which is where bulk and document access live.