2024-05-10T07:27:22-05:00 2023-06-30 450250958 Eide Bailly LLP 800 Nicollet Mall Ste 1300 Minneapolis MN 554027033 990 2022-07-01 363597000 Barrett Hospital Foundation Inc BARR 4066833000 600 Highway 91 South Dillon MT 59725 Brooke Erb Executive Director 4066833000 2024-05-09 1 Brooke Erb 999009999 1 Kim Hunwardsen CPA P00484560 6122536500 2024-05-09 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z Brooke Erb 600 Highway 91 South Dillon MT 59725 4087906 0 X Barretthospital.org/foundation X 1989 MT Fundraising for Hospital endowment and program service. 11 9 0 17 0 0 565326 3837650 0 0 52160 56156 -6010 0 611476 3893806 529558 111485 0 0 0 0 0 0 0 17180 6307 546738 117792 64738 3776014 1242478 5118689 30567 32811 1211911 5085878 Barrett Hospital Foundation's mission is to engage and steward healthcare philanthropy, funds, services, and programs to enhance Barrett Hospital and Healthcare, ensuring continuous healthcare excellence for our community. 0 0 86105 86105 0 The Barrett Hospital Foundation raises funds in support of the services provided by Barrett Hospital Development Corporation. These funds help to provide technologically up to date equipment, better serving our patients. During the year, the Foundation raised funds and provided $86,105 in support for services provided by Barrett Hospital Development Corporation, in addition to support provided for the SouthWest Montana Mammography Program and scholarship allocations. Barrett Hospital Development Corporation operates the hospital for the Public Hospital District for Beaverhead County. Barrett Hospital Development Corporation provided in-kind services of $109,982 to the Foundation during the fiscal year. 2290 2290 0 The organization granted 4 scholarships during the 2023 fiscal year. 23541 23090 0 The organization gave assistance to 71 recipients for breast related tests and procedures through its SouthWest Montana Mammography Program. 111936 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 11 9 1 0 0 0 0 1 0 1 0 0 0 0 1 1 1 0 0 0 0 0 X Tina Giem 4066833000 600 Hwy 91 South Dillon MT 59725 X Dr Kelly Smith Director 2.00 40.00 X 0 329572 20500 Danielle Beck Vice Chair 2.00 36.00 X X 0 154987 28785 Kolby Malesich Chair 2.00 0.00 X X 0 0 0 Lindsay Buhr Secretary/Treasurer 2.00 0.00 X X 0 0 0 Shane Puyear Director 2.00 0.00 X 0 0 0 Mary Ann Nichols Director starting Sept 2.00 0.00 X 0 0 0 Cody Meine Director starting Nov 2.00 0.00 X 0 0 0 Tyler Forrester Director starting May 2.00 0.00 X 0 0 0 Laurie Moore Director starting Jan 2.00 0.00 X 0 0 0 Jess Alberi Director 2.00 0.00 X 0 0 0 Janet Tatarka Director 2.00 0.00 X 0 0 0 Elaine Davies Director (Jul-May) 2.00 0.00 X 0 0 0 Emily Cottom Director (Jul-Nov) 2.00 0.00 X 0 0 0 Brooke Erb Executive Director 25.00 15.00 X 0 55339 12564 Scott Manis Interim CEO - BHH (Jul-Sept) 2.00 40.00 X 0 0 0 Taylor Rose CEO - BHH starting Oct 2.00 40.00 X 0 0 0 0 539898 61849 0 0 1 1 0 3837650 10723 3837650 33426 33426 216830 194100 22730 22730 22730 3893806 0 0 56156 86105 86105 25380 25380 3817 3817 1259 1259 477 477 45 45 709 451 258 117792 111936 5856 0 79088 357565 114267 353404 144 170 2278 2449 11879 11879 0 0 1046701 4405101 1242478 5118689 30567 25161 7650 30567 32811 X 82118 445650 1129793 4640228 1211911 5085878 1242478 5118689 3776014 97953 0 X 0 1 X 1 0 X 403435 522198 481302 565326 382405 2354666 403435 522198 481302 565326 382405 2354666 597394 1757272 16861 30036 26428 38683 33426 145434 33005 33005 2533105 0.69370 0.68250 X Schedule A, Part VI, List of Unusual Grants: Description: Unusual grant Date: 06/30/23 Amount: 3455245. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 350614 2619929 91710 3062253 276172 99030 -24588 350614 234990 19601 21581 276172 216933 15955 2102 234990 26034 189993 906 216933 0.00000 0.97010 0.02990 0 0 11879 11879 0 0 X 4101741 97953 109982 207935 3893806 0 3893806 227774 109982 109982 117792 0 117792 Part V, Line 4: The endowment fund provides the Foundation with a new and creative opportunity to build a pool of money for long-term growth and income, the earnings of which are applied to approved specific programs or projects as approved by the board. Part X, Line 2: The Foundation believes it has appropriate support for any tax positions taken affecting its annual filing requirements, and as such, does not have any uncertain tax positions that are material to the financial statements. The Foundation would recognize future accrued interest and penalties related to unrecognized tax benefits and liabilities in income tax expense if such interest and penalties are incurred. 1 Barrett Hospital Development Corporation 600 MT Hwy 91 S Dillon MT 59725 264230898 501(c)(3) 86105 0 Program Support 1 0 SouthWest Montana Mammography Program 71 23090 Scholarships 4 2290 Part I, Line 2: The Organization monitored the spending of the donations throughout the year. The transaction(s) with other organizations are Board approved as the Board receives updates on a monthly basis as to what has been given. The Executive Director signs off on all the expenditures and accounting personnel ensure proper reporting is being done. The criteria for application for all of the scholarships are very similar. All of the scholarships have a formal application and specified list of the additional documentation needed for application. The applications are reviewed by the Organization's Board of Trustees and applicants are chosen based on guidelines and eligibility requirements specified when the scholarship was created. All scholarships require either a letter of acceptance or enrollment verification from an accredited school or transcripts from their most recent college semester. Once the scholarship recipients are chosen, the Executive Director authorizes a check to be issued directly to the scholarship recipient. Assistance is given to patients for breast related tests and procedures. The patient is identified by their provider as being uninsured or underinsured and in need of financial assistance. Registration gives them a card outlining the financial guidelines when they recognize that they are private pay patients. The patient affirms that they meet the criteria for financial assistance through our program. She submits a request to the BHF for approval to the program. The Executive Director of BHF reviews and approves the request. The Mammography Manager at Barrett Hospital processes the service through SWMMP. 0 0 0 0 0 0 0 0 0 Dr Kelly Smith Director 0 219001 0 90071 0 20500 0 20500 0 0 0 350072 0 0 Danielle Beck Vice Chair 0 83744 0 50743 0 20500 0 20500 0 8345 0 183832 0 0 Part I, Line 3 Taylor Rose and Scott Manis receive compensation from an unrelated management company which is paid through Barrett Hospital Development Corporation, a related organization. The organization relies on these entities to have a process in place for determining compensation. Form 990, Part VI, Section A, line 2 Brooke Erb, Scott Manis, Taylor Rose, Kelly Smith and Danielle Beck have a business relationship. Form 990, Part VI, Section A, line 7a The Board of Trustees of Barrett Hospital Development Corporation has the authority to have one representative on the Foundation's board. In addition, the CEO of Barrett Hospital Development Corporation serves as an ex-officio director of the Foundation. Form 990, Part VI, Section A, line 8b There are no committees with the authority to act on behalf of the governing body. Form 990, Part VI, Section B, line 11b The Executive Director reviews the Form 990 prior to filing. Additionally, due to the sensitive nature of the donations received, a Public Disclosure copy of the Form 990 is provided to the Board for their review and approval. Form 990, Part VI, Section B, line 12c Annually all employees, the CEO, and board members are required to complete a conflict of interest statement. All possible conflicts of interest are reviewed by the Compliance Committee. The Committee determines what, if any, action is necessary for the individual with the potential conflict to take to avoid said conflict. For board members, this would include recusing themselves during discussions/voting on related matters. Form 990, Part VI, Section B, line 15 The Executive Director is compensated by Barrett Hospital Development Corporation (BHDC). BHDC has processes in place for determining compensation of the Executive Director. Form 990, Part VI, Section C, line 19 The Organization makes its governing documents and financial statements available to the public upon request. Form 990, Part VII, Section A: Taylor Rose and Scott Manis receive compensation from an unrelated management company which is paid by a related organization. Barrett Hospital Development Corporation 600 MT Highway 91 South Dillon MT 59725 264230898 Healthcare MT 501(c)(3) Line 3 Public Hospital District for Beaverhead County 1 0 1 0 0 0 0 0 0 0 0 1 1 0 1 1 1 0 0 0