2025-04-14T18:50:14+00:00 2024-05-31 440160260 Forvis Mazars LLP 111 South Tejon Suite 800 Colorado Springs CO 809039848 990 2023-06-01 810392270 St Peter's Health Foundation STPE 4064442370 2500 Broadway Street Helena MT 59601 Wade Johnson CFO 2025-04-15 true Brandon Schulze P02051564 7194714290 2025-04-15 2023 2025-03-06 01:10:19Z WADE JOHNSON 2500 Broadway Street Helena MT 59601 21090646 false X WWW.SPHEALTH.ORG X 1978 MT Benefit and support of St. Peter's Health. 14 12 0 60 0 0 2430192 5170284 0 0 968324 3669543 39297 530956 3437813 9370783 2316944 3627336 0 0 0 0 0 0 114216 162431 203587 2479375 3830923 958438 5539860 26543749 32417549 352386 618605 26191363 31798944 X ST. PETER'S HEALTH FOUNDATION INSPIRES A CULTURE OF GIVING THAT SUPPORTS EXCEPTIONAL AND COMPASSIONATE CARE FOR OUR COMMUNITY'S HEALTH AND WELL-BEING. false false 3057480 3013583 SUPPORT PROVIDED TO ST. PETER'S HEALTH TO HELP FURTHER THEIR MISSION. 207496 204517 VARIOUS PROGRAMS PROVIDING SUPPORT AND EDUCATIONAL SCHOLARSHIPS TO EMPLOYEES OF ST. PETER'S HEALTH. 63355 62445 VARIOUS PROGRAMS PROVIDING EDUCATION AND SUPPORT TO PATIENTS OF ST. PETER'S HEALTH AND THEIR FAMILIES. 351843 346791 Various programs providing support for community-based service operations. 351843 346791 3680174 true true false false false false false false true false true false true true false false true false false false false false false true false false true true true false false false false false false false false true false false false false true false false false true 24 0 true 0 false false false false false true true false false false false false false X 14 12 true false false false true true true true false false false true true true true true true false false false MT X JENNY TAYLOR 4064472517 2475 BROADWAY ST HELENA MT 59601 BLAIR FJESETH CHAIR ELECT 1.0 0.0 X X 0 0 0 JEANNIE ETCHART SECRETARY 1.0 0.0 X X 0 0 0 MELANIE HALL TREASURER 1.0 0.0 X X 0 0 0 NATE MCCARTHY CHAIR 1.0 1.0 X X 0 0 0 NATHAN COBURN CFO 1.0 39.0 X X 0 362978 47664 BISHOP MARTHA MARTY STEBBINS TRUSTEE 1.0 0.0 X 0 0 0 BOB HEBERLY TRUSTEE 1.0 0.0 X 0 0 0 DR ALISSA ABENTROTH TRUSTEE 1.0 39.0 X 0 250049 40568 JOHN PATRICK TRUSTEE 1.0 0.0 X 0 0 0 KRISTIN KERR TRUSTEE 1.0 0.0 X 0 0 0 PAM SCHINDLER TRUSTEE 1.0 0.0 X 0 0 0 PETE JOHNSON TRUSTEE 1.0 0.0 X 0 0 0 STEVE FAWCETT TRUSTEE 1.0 0.0 X 0 0 0 STEVE SCHROEDER TRUSTEE 1.0 0.0 X 0 0 0 STEPHEN MASON VP OF FOUNDATION, NON-VOTING 40.0 0.0 X 0 260402 37913 WADE JOHNSON CEO, EX-OFFICIO, NON-VOTING 1.0 39.0 X 0 744841 216793 0 1618270 342938 0 false true false 0 172950 956069 4041265 78825 5170284 0 0 0 0 0 3397964 3397964 0 0 11808476 11536897 271579 0 271579 271579 713922 172950 182966 530956 530956 0 0 0 0 0 9370783 0 0 4200499 3374464 3374464 252872 252872 0 0 36133 36133 0 0 0 0 114616 400 114216 52838 52838 0 0 0 0 3830923 3680174 36533 114216 883249 926007 1209372 1867481 3909440 0 0 0 0 0 18497203 23368968 2039528 1972388 0 2046916 2240746 26543749 32417549 24520 55817 0 327866 562788 352386 618605 X 3220438 4283037 22970925 27515907 26191363 31798944 26543749 32417549 X 5539860 108897 -41176 X false true X true true true X 746235 1823172 2294053 2430192 5170284 12463936 0 0 746235 1823172 2294053 2430192 5170284 12463936 916424 11547512 226508 437974 906081 583586 3397964 5552113 122774 39297 530956 693027 0 0 0 0 0 0 18709076 0 0.6172 0.6828 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 17291480 745625 446740 887412 17596433 14631883 2725600 415152 481155 17291480 14682076 429101 -114760 364534 14631883 10846445 593529 3314823 72721 14682076 9993806 74116 818248 39725 10846445 0.0 0.5417 0.4583 false false ALTERNATIVE INVESTMENTS 1972388 F 1972388 GIFT ANNUITIES 1488459 MT COMMUNITY HEALTH FUND ENDOW 229832 BENEFICIAL INTEREST IN MANAGED 522455 2240746 ANNUITIES 302845 DUE TO AFFILIATE 259943 562788 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 POSITIONS TO BE RECORDED OR DISCLOSED IN THE FINANCIAL STATEMENTS. Schedule D, Part V, Line 4 Intended uses of endowment funds ENDOWMENT FUNDS ARE RESTRICTED TO THE SUPPORT OF ST PETER'S HEALTH PROGRAMS, SERVICES, AND CAPITAL IMPROVEMENTS IN ACCORDANCE WITH GIFTING POLICIES AND GRANTOR WISHES. Gala 635320 162950 472370 3556 23020 10000 84065 Golf Tournament 198612 10000 188612 1500 12505 10117 6176 750 16532 1 52940 52940 468 933 13344 886872 172950 713922 1500 12505 14141 30129 10750 113941 182966 530956 true St Peter's health 2475 Broadway Helena MT 59601 810233121 501(C)(3) 3330298 Support Organization Lewis & Clark Public Health 1930 9th Ave Helena MT 59601 816001383 26000 SUPPORT ORGANIZATION CORPORATION FOR SUPPORTIVE HOUSING 61 BROADWAY 2300 NEW YORK NY 10006 133600232 501(C)(3) 13166 SUPPORT ORGANIZATION 3 0 Scholarships to employees 51 129750 Patient Assistance 81 59527 Employee Assistance 58 63595 Schedule I, Part I, Line 2 Procedures for monitoring use of grant funds. GRANTS TO INDIVIDUALS ARE AWARDED IN ACCORDANCE WITH BY-LAWS AND WRITTEN POLICIES REGARDING EMPLOYEE AND PATIENT ASSISTANCE. ST PETER'S HEALTH CASE MANAGERS AND SOCIAL WORKERS THAT WORK WITH PATIENTS IN NEED PROVIDE REQUESTS TO THE FOUNDATION FOR ASSISTANCE. THE FOUNDATION MAY ALSO RECEIVE DETAILED REQUESTS FROM PATIENTS EXPLAINING WHY ASSISTANCE IS NEEDED. SUPPORT FOR THE PAYMENTS ARE CONFIRMED THROUGH DISCUSSIONS WITH A PATIENT'S PHYSICIAN OR NURSE PRIOR TO PROVIDING ASSISTANCE TO ENSURE THE FUNDS ARE USED AS INTENDED. ASSISTANCE TO EMPLOYEES IS APPROVED BY A SEPERATE WELLNESS COMMITTEE THAT DETERMINES NEED AND ENSURES THE ASSISTANCE IS IN ACCORDANCE WITH FOUNDATION POLICIES. RECORDS ARE KEPT OF EVERY PERSON RECEIVING ASSISTANCE. THE ORGANIZATION ALSO SUPPORTS A RELATED TAX EXEMPT ORGANIZATION IN FURTHERANCE OF ITS EXEMPT PURPOSE. false false false false false false false false false NATHAN COBURN CFO 0 317019 0 0 0 45959 0 19800 0 27864 0 410642 0 0 DR ALISSA ABENTROTH TRUSTEE 0 211073 0 20301 0 18675 0 15654 0 24914 0 290617 0 0 WADE JOHNSON CEO, EX-OFFICIO, NON-VOTING 0 690428 0 0 0 54413 0 189063 0 27730 0 961634 0 0 STEPHEN MASON VP OF FOUNDATION, NON-VOTING 0 244736 0 0 0 15666 0 16244 0 21669 0 298315 0 0 Schedule J, Part I, Line 3 Arrangement used to establish the top management official's compensation THE CEO/PRESIDENT AND DIRECTOR ARE COMPENSATED BY A RELATED ORGANIZATION. PLEASE SEE SCHEDULE O, PART VI, LINE 15A NARRATIVE FOR COMPENSATION PRACTICES. X 78825 Market value 0 false true false Form 990, Part III, Line 4d Description of other program services (Expenses $ 351,843 including grants of $ 346,791) Various programs providing support for community-based service operations. Form 990, Part VI, Line 2 FAMILY/BUSINESS RELATIONSHIPS AMONGST INTERESTED PERSONS FAMILY AND/OR BUSINESS RELATIONSHIPS - AS CEO/PRESIDENT OF ST. PETER'S HEALTH, WADE JOHNSON HAS A BUSINESS RELATIONSHIP WITH THE FOLLOWING PERSONS EMPLOYED BY ST. PETER'S HEALTH: *STEPHEN MASON *ALISSA ABENTROTH *NATHAN COBURN Form 990, Part VI, Line 15a REVIEW OF CEO OR TOP MGMT OFFICIAL COMPENSATION COMPENSATION IS PAID THROUGH ST. PETER'S HEALTH, A RELATED ORGANIZATION. AN INDEPENDENT COMPENSATION CONSULTANT PERFORMS A REVIEW OF SALARIES AND BENEFITS USING DATA FROM COMPARABLE HEALTHCARE FACILITIES A REPORT IS PREPARED AND PRESENTED TO THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS, WHICH USES THE REPORT TO DETERMINE OFFICER AND SENIOR MANAGEMENT COMPENSATION. THE INFORMATION IS THEN REVIEWED WITH THE BOARD OF DIRECTORS. THE ANNUAL PROCESS WAS PERFORMED DURING 2022 BY SULLIVAN COTTER. Form 990, Part VI, Line 6 Classes of members or stockholders ST. PETER'S HEALTH IS THE SOLE MEMBER OF THE ORGANIZATION. Form 990, Part VI, Line 7a Members or stockholders electing members of governing body IN ACCORDANCE WITH THE BYLAWS OF THE FOUNDATION, CERTAIN ACTIVITIES ARE PROHIBITED WITHOUT APPROVAL BY THE ST. PETER'S HEALTH (STATUTORY MEMBER) BOARD OF DIRECTORS, INCLUDING THE FOLLOWING: (A) AMENDMENT OF THE ARTICLES OF INCORPORATION, (B) AMENDMENT/ADOPTION OF THE BYLAWS OF THE CORPORATION, (C) ADOPTION OF THE OPERATING AND CAPITAL BUDGETS OF THE CORPORATION, (D) UNDERTAKING A LOAN OR OTHER SIMILAR OBLIGATIONS, (E) SALE, LEASE, EXCHANGE, MORTGAGE, PLEDGE, GRANT OF OTHER DISPOSITION OF ASSETS OF THE CORPORATION OTHER THAN IN THE NORMAL COURSE OF BUSINESS, (F) ADOPTION OF A PLAN OF MERGER OR CONSOLIDATION OF THE CORPORATION WITH ANOTHER CORPORATION, (G) ELECTION TO DISSOLVE AND WIND UP THE AFFAIRS OF THE CORPORATION OR THE REVOCATION OF ANY SUCH ACTION, AND (H) ADOPTION OF A PLAN FOR THE DISTRIBUTION OF THE ASSETS OF THE CORPORATION. Form 990, Part VI, Line 7b Decisions requiring approval by members or stockholders SEE ANSWER ABOVE. Form 990, Part VI, Line 8b Documentation of meetings held by committees of governing body NO COMMITTEE HAS THE AUTHORITY TO ACT ON BEHALF OF THE BOARD. Form 990, Part VI, Line 11b Review of form 990 by governing body THE VP OF THE FOUNDATION AND THE ACCOUNTANT REVIEW THE FIRST DRAFT COPY OF THE FORM 990. UPON APPROVAL OF THE FIRST DRAFT, THE BOARD OF TRUSTEES IS THEN EMAILED THE DRAFT COPY OF THE FORM 990 TO REVIEW BEFORE FILING OF THE FINAL FORM 990. Form 990, Part VI, Line 12c Conflict of interest policy ALL BOARD MEMBERS AND EMPLOYEES ARE REQUIRED TO COMPLETE A CONFLICT OF INTEREST DISCLOSURE UPON EMPLOYMENT/APPOINTMENT TO BOARD. THESE DISCLOSURES ARE REVIEWED ANNUALLY BY THE INDIVIDUAL AND THEN THE FULL BOARD. IF A CONFLICT EXISTS, THE INDIVIDUAL DOES NOT VOTE ON CONFLICTED ISSUES. Form 990, Part VI, Line 19 Required documents available to the public THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. Form 990, Part VII, Section A DIRECTOR SALARY THE SALARY OF THE DIRECTOR IS PAID THROUGH ST. PETER'S HEALTH, A RELATED ORGANIZATION. ST. PETER'S HEALTH IS NOT REIMBURSED FOR THE SALARY. Form 990, Part XI, Line 9 Other changes in net assets or fund balances CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS - -41176; ST PETER'S HEALTH 2475 BROADWAY HELENA MT 59601 810233121 HEALTHCARE MT 501(c)(3) 3 NA false CHARITABLE REMAINDER UNITRUST (2) CRUT MT ST PETERS FDN Trust CHARITABLE REMAINDER ANNUITY TRUST (2) CRAT MT ST PETERS FDN Trust false true true false true false false false false false false true false true true true true false false