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← SAINT ALPHONSUS FOUNDATION-BAKER CITY INC

Form 990 for tax year 2023

Filed by SAINT ALPHONSUS FOUNDATION-BAKER CITY INC.

Totals

Total revenue
$67,349
Total expenses
$50,855
Contributions and grants received
$4,578
Grants paid
$46,703
Program service revenue
$0
Investment income
$62,771
Other revenue
$0
Total assets, end of year
$1,413,595
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$1,413,595
Program services expenses (Part IX)
$46,703
Management and general expenses
$2,243
Fundraising expenses
$1,909
Program service expenses (Part III)
$46,703

Program services were 91.8% 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

    $4,578

  • 3 · Investment income

    total $43,424 · excluded $43,424

  • 7a · Gross sales of assets other than inventory

    securities $19,347

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

    securities $0

  • 7c · Gain or loss

    securities $19,347

  • 7d · Net gain or loss

    total $19,347 · excluded $19,347

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $46,703 · program services $46,703

  • 11f · Fees: investment management

    total $2,243 · management and general $2,243

  • 13 · Office expenses

    total $1,909 · fundraising $1,909

Balance sheet

Part X, book values.

  • 11 · Investments: publicly traded securities

    beginning of year $746,737 · end of year $992,563

  • 12 · Investments: other securities

    beginning of year $573,454 · end of year $421,032

  • 27 · Net assets without donor restrictions

    beginning of year $742,980 · end of year $868,479

  • 28 · Net assets with donor restrictions

    beginning of year $577,211 · end of year $545,116

Mission and programs · 2023

Mission

WE, SAINT ALPHONSUS HEALTH SYSTEM AND TRINITY HEALTH, SERVE TOGETHER IN THE SPIRIT OF THE GOSPEL AS A COMPASSIONATE AND TRANSFORMING HEALING PRESENCE WITHIN OUR COMMUNITIES.SAINT ALPHONSUS FOUNDATION-BAKER CITY IS A MEMBER OF SAINT ALPHONSUS HEALTH SYSTEM AND TRINITY HEALTH.

Activities or mission (Part I)

TO PROVIDE SUPPORT FOR SAINT ALPHONSUS MEDICAL CENTER-BAKER CITY

  • SINCE 1992, SAINT ALPHONSUS FOUNDATION-BAKER CITY, LOCATED IN BAKER CITY, OREGON, HAS SUPPORTED THE FUNDRAISING EFFORTS OF SAINT ALPHONSUS MEDICAL CENTER-BAKER CITY. THE FOUNDATION RAISES FUNDS FROM INDIVIDUALS, CORPORATIONS, PRIVATE FOUNDATIONS AND THE FEDERAL AND STATE GOVERNMENT WITH ASSISTANCE FROM DEDICATED VOLUNTEERS AND GENEROUS FRIENDS.PLEASE VISIT OUR WEBSITE FOR ADDITIONAL INFORMATION: WWW.SAINTALPHONSUS.ORG/FOUNDATION

    Expenses $46,703 · Grants $46,703

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

Listed in Part VII

  • B LANNIE CHECKETTS

    SAHS CFO

    Total calculated
    $668,711
    From this org
    $0
    From related orgs
    $604,005
    Other
    $64,706
    Hours/week
    1 + 49 related

    Schedule J breakdown matched by us

    Base
    $0 + $420,998 related
    Bonus
    $0 + $102,232 related
    Other
    $0 + $80,775 related
    Deferred
    $0 + $24,750 related
    Nontaxable benefits
    $0 + $39,956 related
    Filer's total
    $0 + $668,711 related

  • DINA ELLWANGER

    TRUSTEE; PRESIDENT, EASTERN OREGON

    Total calculated
    $451,190
    From this org
    $0
    From related orgs
    $359,258
    Other
    $91,932
    Hours/week
    1 + 54 related

    Schedule J breakdown matched by us

    Base
    $0 + $278,281 related
    Bonus
    $0 + $72,250 related
    Other
    $0 + $8,727 related
    Deferred
    $0 + $66,040 related
    Nontaxable benefits
    $0 + $25,892 related
    Filer's total
    $0 + $451,190 related

  • NANCY MOULTON

    SECRETARY; REGIONAL PHIL SPECIALIST

    Total calculated
    $91,485
    From this org
    $0
    From related orgs
    $74,299
    Other
    $17,186
    Hours/week
    10 + 30 related

  • JASON YENCOPAL

    TRUSTEE; CHAIR AS OF 3/24

    Total calculated
    $0
    Hours/week
    1

  • EVAN KASEBERG

    TRUSTEE & CHAIR THROUGH 1/24

    Total calculated
    $0
    Hours/week
    1

  • ANGELA ROBB

    TRUSTEE; VICE CHAIR AS OF 3/24

    Total calculated
    $0
    Hours/week
    1

  • LOGAN MITCHELL

    TRUSTEE & VICE CHAIR THROUGH 1/24

    Total calculated
    $0
    Hours/week
    1

  • JULIE DAVIS

    TRUSTEE AS OF 1/24

    Total calculated
    $0
    Hours/week
    1

  • STACY DELONG

    TRUSTEE AS OF 1/24

    Total calculated
    $0
    Hours/week
    1

  • DEBBIE POE

    TRUSTEE AS OF 1/24

    Total calculated
    $0
    Hours/week
    1

  • JILL WELTER

    TRUSTEE AS OF 1/24

    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
SAINT ALPHONSUS FOUNDATION-BAKER CITY (THE FOUNDATION) IS A SUBSIDIARY IN THE TRINITY HEALTH SYSTEM. THE FOUNDATION'S PRESIDENT IS PAID DIRECTLY BY THE SYSTEM'S PARENT ENTITY, TRINITY HEALTH CORPORATION. TRINITY HEALTH CORPORATION USED THE FOLLOWING METHODS TO ESTABLISH THE COMPENSATION OF THE FOUNDATION'S PRESIDENT: - COMPENSATION COMMITTEE - INDEPENDENT COMPENSATION CONSULTANT - WRITTEN EMPLOYMENT CONTRACT - FORM 990 OF OTHER ORGANIZATIONS - COMPENSATION SURVEY OR STUDY, AND - APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE
PART I, LINE 4B
THE FOLLOWING ARE PARTICIPANTS IN A TRINITY HEALTH SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN (SERP) IN 2023. THE PLAN PROVIDES RETIREMENT BENEFITS TO CERTAIN TRINITY HEALTH EXECUTIVES SUBJECT TO MEETING SPECIFIED VESTING AND EMPLOYMENT DATE REQUIREMENTS. PARTICIPANTS' VESTED BENEFITS WERE PAID OUT IN 2023, AND THEIR NON-VESTED BENEFITS FOR 2023 WERE ACCRUED. THE FOLLOWING PAYOUT FOR 2023 FOR THE PLAN IS INCLUDED IN COLUMN B(III) OF SCHEDULE J, PART II: B. LANNIE CHECKETTS - $62,816 THE FOLLOWING ACCRUAL FOR 2023 IS INCLUDED IN COLUMN C OF SCHEDULE J, PART II: DINA ELLWANGER - $46,240 THE FOLLOWING ARE PARTICIPANTS IN A TRINITY HEALTH RESTORATION PLAN. THE RESTORATION PLAN PROVIDES RETIREMENT BENEFITS FOR CERTAIN TRINITY HEALTH SYSTEM OFFICE EXECUTIVES WITH EARNINGS ABOVE THE IRS PAY CAP FOR QUALIFIED PLANS ($330,000 FOR 2023). THE FOLLOWING PAYOUTS FOR 2023 FOR THIS PLAN ARE INCLUDED IN COLUMN B(III) OF SCHEDULE J, PART II: B. LANNIE CHECKETTS - $0 DINA ELLWANGER - $399

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
14 May 2025
IRS schema version
2023v6.0
Source object
202541349349302284

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