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Nonprofiteer
← ST JAMES HEALTHCARE FOUNDATION INC

Form 990 for tax year 2023

Filed by ST JAMES HEALTHCARE FOUNDATION INC.

Totals

Total revenue
$1,286,647
Total expenses
$1,157,039
Contributions and grants received
$1,217,699
Grants paid
$784,448
Program service revenue
$0
Investment income
$63,682
Other revenue
$5,266
Total assets, end of year
$2,830,750
Total liabilities, end of year
$146,256
Net assets or fund balances, end of year
$2,684,494
Program services expenses (Part IX)
$813,278
Management and general expenses
$199,234
Fundraising expenses
$144,527
Program service expenses (Part III)
$813,278

Program services were 70.3% 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.

  • 1c · Fundraising events

    $209,023

  • 1d · Related organizations

    $396,842

  • 1e · Government grants (contributions)

    $286,683

  • 1f · All other contributions, gifts and grants

    $325,151

  • 1g · Noncash contributions included above

    $17,430

  • 3 · Investment income

    total $52,302 · excluded $52,302

  • 7a · Gross sales of assets other than inventory

    securities $11,380

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

    securities $0

  • 7c · Gain or loss

    securities $11,380

  • 7d · Net gain or loss

    total $11,380 · excluded $11,380

  • 8a · Fundraising events: gross income

    $54,573

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

    $209,023

  • 8b · Fundraising events: direct expenses

    $70,633

  • 8c · Net income from fundraising events

    total -$16,060 · excluded -$16,060

  • 9a · Gaming: gross income

    $26,976

  • 9b · Gaming: direct expenses

    $5,650

  • 9c · Net income from gaming

    total $21,326 · excluded $21,326

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $742,010 · program services $742,010

  • 2 · Grants to domestic individuals

    total $42,438 · program services $42,438

  • 5 · Compensation of officers, directors and key employees

    total $121,156 · program services $12,116 · management and general $36,347 · fundraising $72,693

  • 7 · Other salaries and wages

    total $66,525 · program services $6,652 · management and general $19,958 · fundraising $39,915

  • 8 · Pension plan contributions

    total $3,228 · program services $323 · management and general $968 · fundraising $1,937

  • 9 · Other employee benefits

    total $9,544 · program services $954 · management and general $2,863 · fundraising $5,727

  • 10 · Payroll taxes

    total $12,569 · program services $1,257 · management and general $3,771 · fundraising $7,541

  • 11f · Fees: investment management

    total $11,549 · management and general $11,549

  • 11g · Fees: other

    total $9,554 · management and general $9,554

  • 12 · Advertising and promotion

    total $14,518 · fundraising $14,518

  • 17 · Travel

    total $3,294 · management and general $1,098 · fundraising $2,196

  • 24a · Other expenses: PHILANTHROPY ADMINISTRA

    total $100,154 · management and general $100,154

  • 24b · Other expenses: SUPPLIES

    total $12,108 · program services $6,054 · management and general $6,054

  • 24c · Other expenses: SHARED SERVICES - MISC

    total $5,443 · management and general $5,443

  • 24d · Other expenses: AWARD & RECOGNITION

    total $1,187 · program services $593 · management and general $594

  • 24e · All other expenses

    total $1,762 · program services $881 · management and general $881

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $229,306 · end of year $458,880

  • 3 · Pledges and grants receivable

    beginning of year $35,000 · end of year $20,000

  • 11 · Investments: publicly traded securities

    beginning of year $2,048,460 · end of year $2,351,870

  • 15 · Other assets

    beginning of year $160,063 · end of year $0

  • 17 · Accounts payable and accrued expenses

    beginning of year $57,300 · end of year $0

  • 25 · Other liabilities

    beginning of year $4,356 · end of year $146,256

  • 27 · Net assets without donor restrictions

    beginning of year $677,004 · end of year $854,402

  • 28 · Net assets with donor restrictions

    beginning of year $1,734,169 · end of year $1,830,092

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.

  • ST. JAMES HEALTHCARE FOUNDATION, A 501(C)(3) NOT-FOR-PROFIT CHARITABLE ORGANIZATION WAS FORMED IN 2003, AND IT OPERATES TO ADDRESS THREE MAIN PURPOSES:1. TO RAISE FUNDS TO AUGMENT CAPITAL PURCHASES AND PROGRAM DEVELOPMENT AT ST. JAMES HEALTHCARE.2. TO PROVIDE DIRECT ASSISTANCE TO INDIVIDUALS AND ORGANIZATIONS IN BUTTE AND SURROUNDING COMMUNITIES IN RELATION TO HEALTH CARE AND HEALTHY LIVING.3. TO CONDUCT OUTREACH AND AWARENESS ACTIVITIES TO MAINTAIN ST. JAMES AND ITS FOUNDATION AS VISIBLE COMMUNITY PARTNERS IN IMPROVING THE LIVING EXPERIENCE OF LOCAL CITIZENS AND VISITORS. ST. JAMES HEALTHCARE COVERS THE ADMINISTRATIVE COSTS OF THE FOUNDATION SO 100% OF ASSOCIATE AND COMMUNITY CONTRIBUTIONS GO DIRECTLY TOWARD HELPING PEOPLE IN NEED. 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. JAMES HAS DIRECT ACCESS TO BEST PRACTICES, RESOURCES, TECHNOLOGY, TALENT AND STRATEGIC CAPITAL.THE ST. JAMES HEALTHCARE FOUNDATION OFFERS MANY HELPFUL PROGRAMS AND SERVICES INCLUDING:PATIENT COMPASSION PROGRAMTHE PATIENT COMPASSION PROGRAM OFFERS FINANCIAL ASSISTANCE TO INDIVIDUALS AND THEIR FAMILIES THROUGHOUT SOUTHWEST MONTANA WHO MUST TRAVEL OUT OF TOWN TO GET SPECIALIZED MEDICAL TREATMENT NOT AVAILABLE IN BUTTE. THE PROGRAM ALSO PROVIDES ASSISTANCE TO PATIENTS FROM THE SURROUNDING AREA TO TRAVEL TO BUTTE FOR THEIR MEDICAL CARE. IT HELPS FAMILIES AND INDIVIDUALS WITH FUEL COSTS, HOTEL EXPENSES, BUS VOUCHERS, AIRLINE TICKETS, AND OTHER EXPENSES. IN ADDITION TO TRAVEL ASSISTANCE, THE PROGRAM HELPS PATIENTS AFTER BEING DISCHARGED FROM THE HOSPITAL WITH RECOVERY MEDICATION, EQUIPMENT AT HOME, AND CO-PAYS. DIABETES PROGRAMSEVERAL YEARS AGO, ST. JAMES HEALTHCARE ESTABLISHED A COMMUNITY-WIDE DIABETES PROGRAM WITH THE HELP OF A FEDERAL PLANNING GRANT THROUGH THE U. S. DEPARTMENT OF HEALTH & HUMAN SERVICES' HEALTH RESOURCES AND SERVICE ADMINISTRATION (HRSA). THE GOAL OF THE PROGRAM IS TO DEVELOP A NETWORK WITHIN THE COMMUNITY AND TO HAVE A CENTRAL PLAN OF ACTION FOR THOSE AT RISK OF DEVELOPING OR PREVIOUSLY DIAGNOSED WITH DIABETES. THROUGH THE PROGRAM, ST. JAMES HEALTHCARE COLLABORATES WITH ORGANIZATIONS AND HEALTH CARE PROVIDERS THROUGHOUT SOUTHWEST MONTANA WHO DEAL WITH DIABETES. A DIABETES PREVENTION PROGRAM GRANT FROM THE MONTANA DEPARTMENT OF PUBLIC HEALTH AND HUMAN SERVICES HELPS PREVENT DIABETES IN THOSE AT RISK THROUGH TEACHING PEOPLE ABOUT NUTRITION AND ACTIVITIES TO PREVENT THE ONSET OF DIABETES.SCHOLARSHIPSST. JAMES HEALTHCARE FOUNDATION IS PROUD TO OFFER SCHOLARSHIPS TO INDIVIDUALS WHO HAVE CHOSEN HEALTH CARE AS THEIR FIELD OF STUDY. THERE ARE TWO SCHOLARSHIPS THAT ARE CURRENTLY AVAILABLE:BERN AND RUTH DENNEHY SCHOLARSHIPST. JAMES NURSING ALUMNI SCHOLARSHIPST. JAMES HEALTHCARE FOUNDATION PROVIDES AND MANAGES GRANT FUNDS IN SUPPORT OF THE HEALTHCARE NEEDS OF THE COMMUNITY.

    Expenses $813,278 · Grants $784,448

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

Listed in Part VII

  • Michele Morrison MD

    DIRECTOR

    Total calculated
    $522,565
    From this org
    $0
    From related orgs
    $503,745
    Other
    $18,820
    Hours/week
    1 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $477,996 related
    Bonus
    $0 + $22,767 related
    Other
    $0 + $2,982 related
    Deferred
    $0 + $14,573 related
    Nontaxable benefits
    $0 + $4,247 related
    Filer's total
    $0 + $522,565 related

  • Holly Ferguson

    DIRECTOR

    Total calculated
    $244,293
    From this org
    $0
    From related orgs
    $167,510
    Other
    $76,783
    Hours/week
    1 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $144,132 related
    Bonus
    $0 + $12,109 related
    Other
    $0 + $11,269 related
    Deferred
    $0 + $48,127 related
    Nontaxable benefits
    $0 + $28,656 related
    Filer's total
    $0 + $244,293 related

  • Kacie Briney

    DIRECTOR

    Total calculated
    $134,503
    From this org
    $0
    From related orgs
    $101,641
    Other
    $32,862
    Hours/week
    50

  • Janet Coe

    CHAIR

    Total calculated
    $0
    Hours/week
    1

  • Dan Dennehy

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Liz Dennehy

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Sophie Kitson

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Krissy Kraczkowsky

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • John Morgan

    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 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: NONE
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.

  • CARENT LABORATORY SOLUTIONS LLC

    C · MEDICAL LABORATORY · CO · controlled entity

  • 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

Provenance

Return type
form_990
Tax year
2023
Filed
5 November 2024
IRS schema version
2023v5.1
Source object
202423129349301772

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