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Nonprofiteer
← ST JAMES HEALTHCARE

Form 990 for tax year 2023

Filed by ST JAMES HEALTHCARE.

Totals

Total revenue
$142,184,875
Total expenses
$151,590,983
Contributions and grants received
$1,601,677
Grants paid
$4,749,916
Program service revenue
$137,870,334
Investment income
$1,203,515
Other revenue
$1,509,349
Total assets, end of year
$143,832,551
Total liabilities, end of year
$11,557,408
Net assets or fund balances, end of year
$132,275,143
Program services expenses (Part IX)
$131,053,379
Management and general expenses
$20,537,604
Fundraising expenses
$0
Program service expenses (Part III)
$131,053,379

Program services were 86.5% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • BRYAN JOHNSON

    INTERIM PRESIDENT, MONTANA REGION (PARTIAL)

    Total calculated
    $967,224
    From this org
    $0
    From related orgs
    $684,612
    Other
    $282,612
    Hours/week
    6 + 49 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

  • JENNIFER ALDERFER

    PRESIDENT, MONTANA REGION - PART YEAR (PARTIAL)

    Total calculated
    $798,804
    From this org
    $0
    From related orgs
    $756,683
    Other
    $42,121
    Hours/week
    9 + 44 related

    Schedule J breakdown matched by us

    Base
    $0 + $549,575 related
    Bonus
    $0 + $130,931 related
    Other
    $0 + $76,177 related
    Deferred
    $0 + $14,518 related
    Nontaxable benefits
    $0 + $27,603 related
    Filer's total
    $0 + $798,804 related

  • JAMES DOYLE

    PRESIDENT SJB

    Total calculated
    $629,478
    From this org
    $453,264
    From related orgs
    $0
    Other
    $176,214
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $329,299
    Bonus
    $80,718
    Other
    $43,247
    Deferred
    $155,408
    Nontaxable benefits
    $20,806
    Filer's total
    $629,478

  • JAMES RITCHEY

    FORMER KEY EMPLOYEE

    Total calculated
    $615,500
    From this org
    $0
    From related orgs
    $434,421
    Other
    $181,079
    Hours/week
    0 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $327,797 related
    Bonus
    $0 + $62,403 related
    Other
    $0 + $44,221 related
    Deferred
    $0 + $150,869 related
    Nontaxable benefits
    $0 + $30,210 related
    Filer's total
    $0 + $615,500 related

  • MARWAN MASSOUH MD

    FORMER HIGHEST COMPENSATED

    Total calculated
    $591,063
    From this org
    $0
    From related orgs
    $554,246
    Other
    $36,817
    Hours/week
    0 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $534,089 related
    Bonus
    $0 + $12,000 related
    Other
    $0 + $8,157 related
    Deferred
    $0 + $14,436 related
    Nontaxable benefits
    $0 + $22,381 related
    Filer's total
    $0 + $591,063 related

  • JENNIFER DAVENPORT MD

    VP CMO SJB/ASSOCIATE CMO MT (PARTIAL)

    Total calculated
    $581,859
    From this org
    $399,681
    From related orgs
    $0
    Other
    $182,178
    Hours/week
    50 + 1 related

    Schedule J breakdown matched by us

    Base
    $347,301
    Bonus
    $50,533
    Other
    $1,847
    Deferred
    $160,737
    Nontaxable benefits
    $21,441
    Filer's total
    $581,859

  • MOHAN NANDALUR MD

    FORMER HIGHEST COMPENSATED

    Total calculated
    $545,248
    From this org
    $0
    From related orgs
    $521,725
    Other
    $23,523
    Hours/week
    0 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $521,725 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $14,380 related
    Nontaxable benefits
    $0 + $9,143 related
    Filer's total
    $0 + $545,248 related

  • PAMELA PALAGI

    VP FINANCE REGION MT

    Total calculated
    $534,383
    From this org
    $0
    From related orgs
    $386,020
    Other
    $148,363
    Hours/week
    9 + 41 related

    Schedule J breakdown matched by us

    Base
    $0 + $309,390 related
    Bonus
    $0 + $47,018 related
    Other
    $0 + $29,612 related
    Deferred
    $0 + $137,628 related
    Nontaxable benefits
    $0 + $10,735 related
    Filer's total
    $0 + $534,383 related

  • KATIE ROEDOCKER

    VP COO/CNO SJB

    Total calculated
    $490,740
    From this org
    $362,780
    From related orgs
    $0
    Other
    $127,960
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $201,779
    Bonus
    $31,345
    Other
    $129,656
    Deferred
    $100,320
    Nontaxable benefits
    $27,640
    Filer's total
    $490,740

  • ADAM SCHAFER

    VP NETWORK DEVELOPMENT REGION MT

    Total calculated
    $396,461
    From this org
    $0
    From related orgs
    $273,752
    Other
    $122,709
    Hours/week
    9 + 41 related

    Schedule J breakdown matched by us

    Base
    $0 + $261,298 related
    Bonus
    $0 + $10,565 related
    Other
    $0 + $1,889 related
    Deferred
    $0 + $112,625 related
    Nontaxable benefits
    $0 + $10,084 related
    Filer's total
    $0 + $396,461 related

  • SUSAN PETERSEN MD

    DIRECTOR

    Total calculated
    $345,810
    From this org
    $0
    From related orgs
    $330,406
    Other
    $15,404
    Hours/week
    1 + 52 related

    Schedule J breakdown matched by us

    Base
    $0 + $222,183 related
    Bonus
    $0 + $106,353 related
    Other
    $0 + $1,870 related
    Deferred
    $0 + $12,912 related
    Nontaxable benefits
    $0 + $2,492 related
    Filer's total
    $0 + $345,810 related

  • TRACY NEARY

    VP MISSION INTEGRATION REGION MT

    Total calculated
    $339,551
    From this org
    $0
    From related orgs
    $227,988
    Other
    $111,563
    Hours/week
    9 + 41 related

    Schedule J breakdown matched by us

    Base
    $0 + $183,426 related
    Bonus
    $0 + $28,674 related
    Other
    $0 + $15,888 related
    Deferred
    $0 + $85,749 related
    Nontaxable benefits
    $0 + $25,814 related
    Filer's total
    $0 + $339,551 related

  • JOEL DYE MD

    FORMER HIGHEST COMPENSATED

    Total calculated
    $337,892
    From this org
    $0
    From related orgs
    $293,643
    Other
    $44,249
    Hours/week
    0 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $286,882 related
    Bonus
    $0
    Other
    $0 + $6,761 related
    Deferred
    $0 + $13,167 related
    Nontaxable benefits
    $0 + $31,082 related
    Filer's total
    $0 + $337,892 related

  • LUC HIBBS MD

    FORMER HIGHEST COMPENSATED

    Total calculated
    $334,898
    From this org
    $0
    From related orgs
    $296,303
    Other
    $38,595
    Hours/week
    0 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $294,985 related
    Bonus
    $0
    Other
    $0 + $1,318 related
    Deferred
    $0 + $13,432 related
    Nontaxable benefits
    $0 + $25,163 related
    Filer's total
    $0 + $334,898 related

  • DAVID SILK MD

    FORMER HIGHEST COMPENSATED

    Total calculated
    $334,375
    From this org
    $0
    From related orgs
    $290,364
    Other
    $44,011
    Hours/week
    0 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $285,907 related
    Bonus
    $0
    Other
    $0 + $4,457 related
    Deferred
    $0 + $12,929 related
    Nontaxable benefits
    $0 + $31,082 related
    Filer's total
    $0 + $334,375 related

  • ALAN MAYER MD

    FORMER HIGHEST COMPENSATED

    Total calculated
    $334,307
    From this org
    $0
    From related orgs
    $296,689
    Other
    $37,618
    Hours/week
    0 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $289,887 related
    Bonus
    $0
    Other
    $0 + $6,802 related
    Deferred
    $0 + $13,220 related
    Nontaxable benefits
    $0 + $24,398 related
    Filer's total
    $0 + $334,307 related

  • JAMES BARRY OSER MD

    FORMER HIGHEST COMPENSATED

    Total calculated
    $333,145
    From this org
    $0
    From related orgs
    $315,555
    Other
    $17,590
    Hours/week
    0 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $309,053 related
    Bonus
    $0
    Other
    $0 + $6,502 related
    Deferred
    $0 + $13,860 related
    Nontaxable benefits
    $0 + $3,730 related
    Filer's total
    $0 + $333,145 related

  • TRISHA PALMER

    DIRECTOR OF HUMAN RESOURCES

    Total calculated
    $276,371
    From this org
    $208,164
    From related orgs
    $0
    Other
    $68,207
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $184,389
    Bonus
    $18,063
    Other
    $5,712
    Deferred
    $54,343
    Nontaxable benefits
    $13,864
    Filer's total
    $276,371

  • DANAE APLAS

    ANESTHESIOLOGIST

    Total calculated
    $259,790
    From this org
    $234,497
    From related orgs
    $0
    Other
    $25,293
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $193,740
    Bonus
    $0
    Other
    $40,757
    Deferred
    $11,354
    Nontaxable benefits
    $13,939
    Filer's total
    $259,790

  • RISIK RASK

    DIRECTOR PHARMACY

    Total calculated
    $228,110
    From this org
    $182,016
    From related orgs
    $0
    Other
    $46,094
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $168,552
    Bonus
    $12,936
    Other
    $528
    Deferred
    $27,884
    Nontaxable benefits
    $18,210
    Filer's total
    $228,110

  • TONYA GRIM

    DIRECTOR HEALTH INFORMATICS NURSING_SJB

    Total calculated
    $225,169
    From this org
    $168,062
    From related orgs
    $0
    Other
    $57,107
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $152,292
    Bonus
    $12,308
    Other
    $3,462
    Deferred
    $26,333
    Nontaxable benefits
    $30,774
    Filer's total
    $225,169

  • JEFFREY NEIL

    PHARMACIST

    Total calculated
    $219,886
    From this org
    $180,559
    From related orgs
    $0
    Other
    $39,327
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $179,111
    Bonus
    $450
    Other
    $998
    Deferred
    $8,327
    Nontaxable benefits
    $31,000
    Filer's total
    $219,886

  • CHRISTOPHER EDWARDS

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    1 + 2 related

  • KAREN FAGG

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 4 related

  • DANETTE GLEASON

    CHAIR

    Total calculated
    $0
    Hours/week
    1 + 2 related

  • SISTER EILEEN HURLEY

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 2 related

  • SISTER JUDITH JACKSON

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 2 related

  • MJ JANSSEN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 2 related

  • BERNARD MCCARTHY

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 2 related

  • CHARLES NOTBOHM

    SECRETARY

    Total calculated
    $0
    Hours/week
    1 + 2 related

  • COLLEEN O'LEARY

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 2 related

  • NGUYEN-VU PHAM

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 4 related

  • BECKY RENO

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 2 related

  • MAJEL RUSSELL

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 2 related

  • CINDY SORICH

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 2 related

  • MISTY STEADMAN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 2 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

  • 1a · Tax indemnification and gross-up payments
  • 2 · Substantiation required before reimbursing expenses
  • 4b · Supplemental nonqualified retirement plan

Answered no

  • 1b · Written policy on the line-1a expenses
  • 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 1A
THE FILING ORGANIZATION AND RELATED ORGANIZATIONS ALLOW FOR CERTAIN TAX INDEMNIFICATION AND GROSS-UP PAYMENTS IN THE INSTANCES OF RELOCATION. THESE AMOUNTS ARE TREATED AS TAXABLE COMPENSATION. THE INDIVIDUALS THAT RECEIVED TAX GROSS-UP PAYMENTS IN 2023 WERE: KATIE ROEDOCKER - $33,193
PART I, LINE 1B
THE FILING ORGANIZATION DOES NOT HAVE A FORMAL WRITTEN POLICY FOR TAX INDEMNIFICATION AND GROSS-UP PAYMENTS. HOWEVER, BEFORE ANY TAX INDEMNIFICATION AND GROSS-UP PAYMENTS ARE MADE; PROPER APPROVAL FROM THE EMPLOYEE'S MANAGER IS REQUIRED. IN ADDITION, APPROVAL IS ALSO REQUIRED FROM HUMAN RESOURCES.
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, SISTERS OF CHARITY OF LEAVENWORTH HEALTH SYSTEM, INC. (SCLHS). COMPENSATION FOR THE OFFICERS AND SENIOR MANAGEMENT IS MANAGED BY THE INTERMOUNTAIN HEALTH CARE, INC. BOARD COMPENSATION COMMITTEE (COMMITTEE) ON BEHALF OF SCLHS 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
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: JENNIFER ALDERFER - $72,753; BRYAN JOHNSON - $53,398; JAMES DOYLE - $32,949; PAMELA PALAGI - $27,276; TRACY NEARY - $14,239; JAMES RITCHEY - $25,482.
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.

Related corporations and trusts

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

Provenance

Return type
form_990
Tax year
2023
Filed
6 November 2024
IRS schema version
2023v5.1
Source object
202403129349302150

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