2024-02-26T20:51:08-06:00 2023-12-31 810446334 DOUGLAS WILSON & COMPANY PC 1000 FIRST AVENUE SOUTH GREAT FALLS MT 59401 990 2023-01-01 474110464 GREAT FALLS CLINIC LEGACY FOUNDATION GREA 4062168057 3004 15TH AVE S GREAT FALLS MT 59405 ED VENETZ PRESIDENT 4062168057 2024-02-21 1 ED VENETZ 999009999 0 MYRA L BAKKE P00039909 4067614645 2 AAL1 IAL1 2023 2023-04-26 12:10:37Z ED VENETZ 3004 15TH AVE S GREAT FALLS MT 59405 375875 0 X HTTPS://WWW.GFCLEGACY.ORG/ X 2015 MT PROVIDE CARE AND COMFORT FOR PATIENTS AND FAMILIES AT A PATIENT HOUSING FACILITY. 8 8 0 18 0 0 518731 220626 6935 0 0 3339 111409 87230 637075 311195 13737 4275 0 0 117145 135946 2160 0 1523 214408 209450 347450 349671 289625 -38476 4174491 3975788 956492 796299 3217999 3179489 THE GREAT FALLS CLINIC LEGACY FOUNDATION BRINGS HOPE AND HEALING TO GREAT FALLS AND SURROUNDING COMMUNITIES 0 0 342432 4275 22590 THE GREAT FALLS CLINIC LEGACY FOUNDATION IS DEDICATED TO HELPING PATIENTS AND FAMILIES FROM AROUND MONTANA SEEKING MEDICAL TREATMENT IN GREAT FALLS, MONTANA. FOR MANY YEARS, THERE HAS BEEN A GREAT NEED IN OUR COMMUNITY FOR PATIENT HOUSING WHILE RECEIVING OUTPATIENT TREATMENT. THE FOUNDATION AND A GENEROUS COMMUNITY WILL TAKE US TO A NEW LEVEL OF SERVICE IN THE AREA OF HEALTHCARE. THE CARE AND COMFORT OF OUR PATIENTS AND FAMILIES ARE OF THE UTMOST IMPORTANCE TO US AND SUSTAINING OUR PATIENT HOUSING FACILITY HAS BECOME OUR TOP PRIORITY. 342432 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 3 0 1 0 0 0 0 0 0 0 0 0 0 0 X 8 8 0 0 0 0 0 0 0 1 0 0 0 1 1 1 1 0 0 0 0 0 X DOUGLAS WILSON & CO PC 4067614645 1000 1ST AVE S GREAT FALLS MT 59401 ED VENETZ PRESIDENT 1.00 X X 0 0 0 JON BOUTILIER VICE-PRESIDENT 1.00 X X 0 0 0 REED BASSETT TREASURER 1.00 X X 0 0 0 WYMAN TAYLOR SECRETARY 1.00 X X 0 0 0 WAYNE GILLIS BOARD MEMBER 1.00 X 0 0 0 KARL GUTER BOARD MEMBER 1.00 X 0 0 0 GREGORY SCHWANDT BOARD MEMBER 1.00 X 0 0 0 THOMAS WARR BOARD MEMBER 1.00 X 0 0 0 GRANT BEBEE EXECUTIVE DIRECTOR 5.00 X 83121 0 0 83121 0 0 0 0 0 0 0 57704 162922 220626 3339 3339 148795 57704 64680 84115 84115 3115 0 3115 3115 311195 0 0 90569 4275 4275 83121 83121 40024 40024 12801 12801 5400 5400 2402 2172 230 1247 1247 2529 1420 1109 24502 24502 30712 30712 108402 108402 21374 21374 JANITORIAL 6984 6984 SUPPLIES 1705 1705 REPAIRS AND MAINTENANCE 1439 1439 CONTINUING EDUCATION 1250 1250 1504 1004 316 184 349671 342432 5716 1523 340824 240360 3977909 252644 3833667 3725265 10163 4174491 3975788 956492 796299 956492 796299 X 3197239 3156086 20760 23403 3217999 3179489 4174491 3975788 -38476 -34 0 X 0 0 0 X 381189 335925 506676 518731 220626 1963147 381189 335925 506676 518731 220626 1963147 526008 1437139 3339 3339 1966486 0.73080 0.98080 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 10000 163 10163 0 0 340000 340000 3448299 207825 3240474 26177 4072 22105 163433 40747 122686 3725265 X X X X X X LEAVING A LEGACY GALA 197331 48536 148795 2050 28704 2100 17641 6400 7785 OTHER FUNDRAISING 9168 9168 206499 57704 148795 2050 28704 2100 17641 6400 7785 64680 84115 1 PART I, LINE 2: GRANTS FOR PEDIATRIC PATIENTS ARE AWARDED BASED ON APPLICATION SUBMITTED WITH A MAXIMUM OF $1,000 AWARDED TO EACH PATIENT. IF SUBMITTED OUTSIDE OF THE PARAMETERS OF THE GRANT APPLICATION IT IS TAKEN TO THE BOARD FOR REVIEW AND CONSIDERATION. ASSISTANCE FOR PATIENT TRAVEL RELATED TO MEDICAL NEEDS IS OFFERED BASED ON FUNDS AVAILABLE TO ACCOMMODATE AND PATIENT'S REQUEST TO UTILIZE FUNDS. FUNDS ARE PAID TO THE HOTEL DIRECTLY TO ACCOMMODATE PATIENT STAYS DURING TIMES OF MEDICAL TREATMENT. ON OCCASION, THE FOUNDATION PURCHASES FUEL CARDS FOR TRAVELING PATIENTS FROM OUTSIDE OF GREAT FALLS, MT. 0 0 0 0 0 0 0 0 0 SCHEDULE J, UNRELATED COMPENSATION GREAT FALLS CLINIC, LLP EMPLOYS THE EXECUTIVE DIRECTOR, GRANT BEBEE, FOR THE FOUNDATION FULL-TIME AND COMPENSATION IS DETERMINED BY GREAT FALLS CLINIC'S HR MODEL. THE GREAT FALLS CLINIC LEGACY FOUNDATION REIMBURSES GREAT FALLS CLINIC, LLP FOR THE EXECUTIVE DIRECTOR WAGES. THE AMOUNT REIMBURSED DURING THE CURRENT YEAR WAS $83121.39. FORM 990, PART VI, SECTION A, LINE 8B GREAT FALLS CLINIC LEGACY FOUNDATION HAS AN INFORMAL EXECUTIVE COMMITTEE THAT IS COMPRISED OF FOUR BOARD MEMBERS. THIS COMMITTEE CURRENTLY MEETS WITH THE FULL BOARD AT MEETINGS AND WOULD ONLY MEET SEPARATELY IF A SPECIAL ISSUE WAS TO ARISE. FORM 990, PART VI, SECTION B, LINE 11B THE BOARD OF DIRECTORS IS SENT A DRAFT FORM 990 FOR REVIEW AND APPROVAL PRIOR TO FILING THE RETURN. FORM 990, PART VI, SECTION B, LINE 12C THE GREAT FALLS CLINIC LEGACY FOUNDATION REQUIRES INITIAL DISCLOSURE AT THE TIME OF COMMITMENT AND APPROVAL TO THE BOARD. THE BOARD MEMBERS ARE REQUESTED TO PROVIDE WRITTEN OR ORAL INSTRUCTION OF ANY CHANGES TO THE CONFLICT OF INTEREST POLICY. WE RELY ON INSIDERS AND OTHER INTERESTED PERSONS TO REPORT CONFLICTS OF INTEREST AND THEN THEY ARE ADDRESSED BY THE BOARD. TYPICALLY THE BOARD MEMBER WOULD PROVIDE NOTIFICATION OF THE CONFLICT AND EXCUSE THEMSELVES FROM THE VOTE OR REMOVE THEMSELVES FROM THE MEETING. FORM 990, PART VI, SECTION C, LINE 19 THE GREAT FALLS CLINIC LEGACY FOUNDATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE UPON REQUEST.