2024-04-16T18:08:49-05:00 2023-06-30 FORVIS LLP 111 South Tejon Suite 800 Colorado Springs CO 809039848 990 2022-07-01 830325788 ST JOHN'S HEALTH FOUNDATION % BRIAN SMITH STJO 3077397512 PO BOX 428 JACKSON WY 83001 ANNA OLSON FOUNDATION PRESIDENT 3077397516 2024-04-12 true Anna Olson 999009999 Adam R Smith CPA P00958966 7194714290 2024-04-12 2 2022 2023-04-26 12:10:37Z ANNA OLSON PO BOX 428 JACKSON WY 83001 3329216 false X STJOHNSFOUNDATION.HEALTH X 2000 WY TO ADVANCE THE MISSION AND STRATEGIC OBJECTIVES OF ST. JOHN'S HEALTH PROVIDING OUR UNIQUE COMMUNITY AND VISITORS WITH EXCEPTIONAL AND EVER-ADVANCING HEALTHCARE. 23 23 0 37 0 3577171 2532699 0 0 422553 684955 0 0 3999724 3217654 4703606 2847098 0 0 0 0 0 0 0 79918 50262 4783524 2897360 -783800 320294 17257715 17809989 150152 2209 17107563 17807780 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. false false 2847098 2847098 SUPPORT THE OPERATIONS OF ST. JOHN'S HEALTH WITH EQUIPMENT PURCHASES, PROGRAM SPONSORSHIP AND EDUCATIONAL SCHOLARSHIPS. 2847098 true true false false false false false true false true false true false false true false true true false false false false false false false false false true true true false false false false false false false false true true false false false false false false false true 30 0 0 false false false false false false false false false false false false X 23 23 false false false false true true false true true false false true true true true true true false false false WY X BRIAN SMITH 3077397520 PO BOX 428 JACKSON WY 83001 X SHELDON PERKINS FOUNDATION INTERIM PRESIDENT 40.0 0.0 X 119506 0 38852 ANNA OLSON FOUNDATION PRESIDENT 40.0 0.0 X 57692 0 5655 BOB PISANO CO-CHAIR 5.0 0.0 X X 0 0 0 JANE CAREY CO-CHAIR 5.0 0.0 X X 0 0 0 DOUG OBER INVESTMENT CHAIR 1.0 0.0 X X 0 0 0 BILL BEST PAST CHAIR 1.0 0.0 X X 0 0 0 TOM BRUNO NOMINATING CHAIR 1.0 0.0 X X 0 0 0 RACHEL KAY ROGERS SECRETARY (PART YEAR) 1.0 0.0 X X 0 0 0 PATRICK TRUCCO TREASURER 3.0 0.0 X X 0 0 0 BOB GRADY DIRECTOR (PART YEAR) 1.0 0.0 X 0 0 0 CHARLES FLEISCHMAN DIRECTOR 1.0 0.0 X 0 0 0 CHARLIE THOMSON DIRECTOR 1.0 0.0 X 0 0 0 DEBBIE HOPKINS DEVELOPMENT CO-CHAIR 1.0 0.0 X X 0 0 0 CYNTHIA HOGAN DIRECTOR (PART YEAR) 1.0 0.0 X 0 0 0 DR MARTY TROTT DIRECTOR 1.0 0.0 X 0 0 0 KAREN BRENNAN MARKETING CHAIR 1.0 0.0 X X 0 0 0 KATY NINER DIRECTOR 1.0 0.0 X 0 0 0 MAY HERR DIRECTOR 1.0 0.0 X 0 0 0 MICHAEL COLES DIRECTOR 1.0 0.0 X 0 0 0 PATRICIA ROBERTSON DIRECTOR 1.0 0.0 X 0 0 0 PAUL VOGELHEIM DIRECTOR 1.0 0.0 X 0 0 0 JIM AUGE DIRECTOR 1.0 0.0 X 0 0 0 ROBERT M HALPER DIRECTOR 1.0 0.0 X 0 0 0 SHIRLEY PIPER DIRECTOR (PART YEAR) 1.0 0.0 X 0 0 0 SUE CRITZER DIRECTOR (PART YEAR) 1.0 0.0 X 0 0 0 TED STARYK DEVELOPMENT CO-CHAIR 1.0 0.0 X X 0 0 0 TOM FAY DIRECTOR 1.0 0.0 X 0 0 0 JEFF FLUG DIRECTOR 1.0 0.0 X 0 0 0 HILLARY MUNRO DIRECTOR 1.0 0.0 X 0 0 0 GARY ROUBIN DIRECTOR 1.0 0.0 X 0 0 0 177198 0 44507 1 false true true 0 2532699 110305 2532699 0 496517 496517 0 0 0 0 0 300000 111562 188438 188438 188438 0 0 0 0 0 0 0 0 0 0 3217654 684955 2539906 2539906 307192 307192 0 0 0 0 0 0 0 0 0 0 0 0 0 48662 48662 0 550 550 0 550 550 0 0 0 0 0 0 0 0 0 0 MISCELLANEOUS EXPENSES 500 500 2897360 2847098 50262 0 0 0 532986 695503 115766 66414 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 16196163 16579348 0 0 0 0 412800 468724 17257715 17809989 0 1891 0 0 0 0 0 0 0 0 0 0 0 0 0 0 150152 318 150152 2209 X 9665057 11479335 7442506 6328445 17107563 17807780 17257715 17809989 X 320294 269753 110170 X false true X true false X 10607835 4811488 4136647 3577171 2532699 25665840 0 0 10607835 4811488 4136647 3577171 2532699 25665840 4806430 20859410 293958 429330 211325 201657 496517 1632787 0 0 27298627 8521 0.76412 0.67163 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 59074 448724 X false 4067682 241699 174861 4134520 5332323 -382883 4949440 4356627 1120234 144537 5332324 4391559 91075 126007 4356627 3694467 500000 197092 4391559 0.13680 0.86320 true false Community FDN Jackson Hole 3569040 F Community Fdn Annuity 438276 F Vanguard FF MMA 7234385 F CF John Ward Oncology Fund 954674 F Vanguard Advisory Fund 4382973 F 16579348 0 Due to SJMC 318 318 4430980 269753 879671 110170 1259594 3171386 46268 46268 3217654 3730763 879671 879671 2851092 46268 46268 2897360 SCHEDULE D, PART III, LINE 4 ART COLLECTION: PURPOSE THE ART COLLECTION IS DISPLAYED IN OFFICES AND HALLWAYS IN ST. JOHN'S HEALTH TO ENHANCE THE HEALING MOOD OF THE MEDICAL CENTER. SCHEDULE D, PART V, LINE 4 THE PERMANENTLY RESTRICTED NET ASSETS ARE HELD IN PERPETUITY, THE INCOME OF WHICH CAN BE USED TO SUPPORT THE OPERATIONS AND PROGRAMS OF THE FOUNDATION. SCHEDULE D, PART X, LINE 2 UNCERTAIN TAX POSITIONS: MANAGEMENT HAS EVALUATED THEIR INCOME TAX POSITIONS UNDER THE GUIDANCE INCLUDED IN ASC 740. BASED ON THEIR REVIEW, MANAGEMENT HAS NOT IDENTIFIED ANY MATERIAL UNCERTAIN TAX POSITION TO BE RECORDED OR DISCLOSED IN THE FINANCIAL STATEMENTS. Schedule D, Part XI, Line 2d Revenue Included on Books but not on Return: ($110,170) Change in Value of Split Interest Agreement true TETON COUNTY HOSPITAL DISTRICT DBA SJMC PO BOX 428 JACKSON WY 83001 830230892 Government 2511585 SUPPORT PROGRAMS OF HOSPITAL Flourish Foundation PO Box 2429 Ketchum ID 83340 274446378 501(C)(3) 5578 Support programs FUNDS FOR PUBLIC EDUCATION PO BOX 1048 JACKSON WY 83001 352309969 501(C)(3) 10000 SUPPORT PROGRAMS Senior Center of Jackson Hole 830 E Hansen Ave Jackson WY 83001 830246039 501(C)(3) 5743 Support Programs Community Foundation of Jackson Hole PO Box 574 245 E Simpson Jackson WY 83001 830308856 501(c)(3) 7000 Support Programs 5 Employee Assistance 37 81974 Employee Scholarship 12 36002 Patient Assistance 144 189216 SCHEDULE I, PART I, LINE 2 GRANT MONITORING PROCESS: GRANTS ARE MADE TO ST. JOHN'S HEALTH FOR THE PURPOSE OF EQUIPMENT PURCHASES, PROGRAM SPONSORSHIP, FACILITIES AND EDUCATIONAL SCHOLARSHIPS. ALL REQUESTS FOR FUNDS ARE MADE TO THE FOUNDATION OFFICE AND REVIEWED BY THE ACCOUNTING DEPARTMENT AND THE PRESIDENT OF THE FOUNDATION. DISBURSEMENTS ARE APPROVED BY THE PRESIDENT, FINANCE COMMITTEE OR BOARD, PER BOARD APPROVED AUTHORIZATION LIMITS, TO ENSURE FUNDS ARE USED FOR THEIR INTENDED PURPOSES. IN ADDITION TO GRANTS TO ST JOHN'S HEALTH, THE FOUNDATION ALSO GRANTS FUNDS TO OTHER LIKE-MINDED ORGANIZATIONS WHO SUBMIT REQUESTS FOR GRANTS TO REIMBURSE THEM FOR THE COST OF SPECIFIC PROGRAMS. MONITORING TAKES PLACE THROUGH ONGOING COMMUNICATION WITH RECIPIENTS. Schedule I, Part III, Lines 1, 2, & 3 Grant Monitoring Process: Employee assistance, patient assistance, and employee scholarships are monitored by St. John's Health and the Foundation. Acting together to review and approve requests, the foundation disburses the approved grants and ensures funds are used for their intended purpose. X false true false false false false false false false false SHELDON PERKINS FOUNDATION INTERIM PRESIDENT 119292 0 0 0 214 0 4037 0 34815 0 158358 0 ANNA OLSON FOUNDATION PRESIDENT 57692 0 0 0 0 0 0 0 5655 0 63347 0 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. X 9 59074 APPRAISAL/EST. X 3 51231 FAIR MARKET VALUE false false false SCHEDULE M, COLUMN B NUMBER OF NONCASH CONTRIBUTIONS NUMBER DISCLOSED RELATES TO THE NUMBER OF NON-CASH CONTRIBUTIONS RECEIVED. FORM 990, PART VI, SECTION A, LINE 6 CLASSES OF MEMBERS: TETON COUNTY HOSPITAL DISTRICT (DISTRICT) IS A MEMBER OF ST. JOHNS HEALTH FOUNDATION (THE FOUNDATION) FOR 990 PURPOSES. UPON DISSOLUTION OF THE FOUNDATION, THE BOARD OF DIRECTORS SHALL, AFTER PAYING OR MAKING PROVISION FOR THE PAYMENT OF ALL LIABILITIES OF THE FOUNDATION, DISPOSE OF ALL THE ASSETS OF THE FOUNDATION EXCLUSIVELY FOR THE PURPOSES OF THE DISTRICT. FORM 990, PART VI, SECTION A, LINE 7A CLASSES OF MEMBERS: TETON COUNTY HOSPITAL DISTRICT (DISTRICT) IS A MEMBER OF ST. JOHNS HEALTH FOUNDATION (THE FOUNDATION) FOR 990 PURPOSES. UPON DISSOLUTION OF THE FOUNDATION, THE BOARD OF DIRECTORS SHALL, AFTER PAYING OR MAKING PROVISION FOR THE PAYMENT OF ALL LIABILITIES OF THE FOUNDATION, DISPOSE OF ALL THE ASSETS OF THE FOUNDATION EXCLUSIVELY FOR THE PURPOSES OF THE DISTRICT. FORM 990, PART VI, SECTION B, LINE 11B PROCESS TO REVIEW THE FORM 990: THE FORM 990 IS PREPARED BY A THIRD PARTY PREPARER AND REVIEWED BY A SENIOR ACCOUNTANT OF THE DISTRICT. THE FORM 990 IS SENT TO ALL FINANCE COMMITTEE MEMBERS VIA EMAIL FOR REVIEW BEFORE FILING WITH THE IRS. A HARD COPY IS AVAILABLE AT THE FOUNDATION OFFICE FOR BOARD REVIEW. FORM 990, PART VI, SECTION B, LINE 12C PROCESS FOR MONITORING COMPLIANCE WITH CONFLICT OF INTEREST POLICY: ST JOHN'S HEALTH FOUNDATION HAS A CURRENT CONFLICT OF INTEREST POLICY THAT IS REVIEWED ANNUALLY BY THE EXECUTIVE COMMITTEE. EACH YEAR, THE BOARD OF DIRECTORS ARE ASKED TO REVIEW THE POLICY AND AFFIRM THEY HAVE READ, UNDERSTAND, AND COMPLY WITH THE POLICY. CONFLICTS ARE ROUTINELY DISCUSSED AND ARE THE RESPONSIBILITY OF ALL BOARD MEMBERS TO DISCLOSE. THE BOARD WILL MAKE A DECISION AS TO THE NATURE OF THE CONFLICT AND THE APPROPRIATE ACTION TO BE TAKEN. BOARD MEMBERS WITH A CONFLICT OF INTEREST MUST RECUSE THEMSELVES FROM DISCUSSION AND VOTING. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENT AVAILABLE TO THE PUBLIC: REQUESTS FOR THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS WILL BE CONSIDERED. FORM 990, PART XI, LINE 9 Other Changes in Net Assets: $110,170 Change in Value of Split Interest Agreement