Nonprofit · EIN 47-0648586
CHI HEALTH FOUNDATION
Tax-exempt · PHOENIX, AZ 85013
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $5,478,329 | $4,860,379 | $617,950 | $50,635,970 | $25,661,652 | $24,974,318 |
| June 30, 2024 | 990 | $6,388,393 | $5,025,347 | $1,363,046 | $50,967,984 | $27,845,134 | $23,122,850 |
| June 30, 2023 | 990 | $3,861,708 | $4,196,290 | -$334,582 | $45,648,626 | $25,826,577 | $19,822,049 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $3,556,467
- Program service revenue
- $0
- Investment income
- $2,013,624
- Net gain from sales of assets
- $1,460,390
- Net income from fundraising events
- -$118,875
- Net income from gaming
- $7,590
- Other revenue
- -$91,762
Expenses
- Grants and similar amounts paid
- $3,676,772
- Compensation of officers, directors and key employees
- $334,892
- Other salaries and wages
- $516,770
- Salaries, compensation and benefits (total)
- $1,061,925
- Professional fundraising fees
- $0
- Occupancy
- $5,497
- Travel
- $10,238
- Program services (functional)
- $3,676,772
- Management and general (functional)
- $525,836
- Fundraising (functional)
- $657,771
Balance sheet and other
- Total assets, start of year
- $50,967,984
- Total assets, end of year
- $50,635,970
- Total liabilities, end of year
- $25,661,652
- Net assets, end of year
- $24,974,318
- Net assets without donor restrictions
- $9,010,848
- Net assets with donor restrictions
- $15,963,470
- Gross receipts
- $5,655,993
- Employees
- 9
- Volunteers
- 70
- Year formed
- 1982
- State of legal domicile
- NE
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| NICK O'TOOL | MARKET CFO Officer | 5 | $0 | $293,806 | $52,737 |
| KATHY BERTOLINI | VP PHILANTHROPY Officer | 40 | $283,492 | $0 | $48,133 |
| CODY FUCHTMAN | DIRECTOR PHILANTHROPY Highest-paid employee | 40 | $122,491 | $0 | $39,947 |
| LACI NABER | DIRECTOR PHILANTHROPY Highest-paid employee | 40 | $110,884 | $0 | $11,094 |
| THOMAS BELFORD | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| TAMMY BLOSSOM | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| BARRY CLEAVELAND | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| HAL DAUB | CHAIR Trustee or director, Officer | 1 | $0 | $0 | $0 |
| TONY ESSAY | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| JULIE KENNEY | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| DAVID MAYER | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| STACIE REED | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| BRIAN REILLY | VICE CHAIR Trustee or director, Officer | 1 | $0 | $0 | $0 |
| TOM VAN ROBAYS | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| PAUL WEST | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
2 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JOHN FONDA | DIRECTOR Trustee or director | 1 | $0 |
| CHRIS VAIRO | DIRECTOR Trustee or director | 1 | $0 |
990 for the year ended June 30, 2024: 16 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| EVERT KUIPER | FORMER PRESIDENT & CEO CHI HEALTH Former | 0 | $0 | $2,787,233 | $48,534 |
| JEANETTE WOJTALEWICZ | FORMER CFO, CHI HEALTH Former | 0 | $0 | $1,344,835 | $12,367 |
| KATHY BERTOLINI | VP PHILANTHROPY Officer | 40 | $358,469 | $0 | $47,867 |
| NICK O'TOOL | MARKET CFO Officer | 5 | $0 | $349,020 | $50,949 |
| THOMAS BELFORD | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| JOHN BRACKER | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| HAL DAUB | CHAIR Trustee or director, Officer | 1 | $0 | $0 | $0 |
| TONY ESSAY | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| JULIE KENNEY | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| DAVID MAYER | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| STACIE REED | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| BRIAN REILLY | VICE CHAIR Trustee or director, Officer | 1 | $0 | $0 | $0 |
| MIKE THESING | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| TOM VAN ROBAYS | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| TAMMY BLOSSOM | DIRECTOR (BEG 03/2024) Trustee or director | 1 | $0 | $0 | $0 |
| PAUL WEST | DIRECTOR (BEG 03/2024) Trustee or director | 1 | $0 | $0 | $0 |
990 for the year ended June 30, 2023: 15 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| EVERT KUIPER | PRESIDENT & CEO CHI HEALTH Officer | 5 | $0 | $1,274,593 | $29,391 |
| JEANETTE WOJTALEWICZ | CFO, CHI HEALTH (THROUGH 1/6/2023) Officer | 5 | $0 | $1,168,841 | $54,280 |
| KATHY BERTOLINI | VP PHILANTHROPY Officer | 40 | $300,958 | $0 | $43,430 |
| NICK OTOOL | INTERIM CFO, CHI HEALTH Officer | 5 | $0 | $257,678 | $47,032 |
| THOMAS BELFORD | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| JULIE KENNEY | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| TOM VANROBAYS | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| JOHN BRACKER | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| BRIAN REILLY | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| MIKE THESING | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| HAL DAUB | CHAIR Trustee or director, Officer | 1 | $0 | $0 | $0 |
| TONY ESSAY | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| DAVID MAYER | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| STACIE REED | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| SARA ROSS | DIRECTOR (TERMED 3/31/23) Trustee or director | 1 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 3033 N 3RD AVE, PHOENIX, AZ 85013-4447
- Principal officer (990 for 2024)
- KATHY BERTOLINI, 7261 MERCY RD, OMAHA, NE 68124
- Signed the 990
- NICK O'TOOL, MARKET CFO
- Phone
- (402) 343-4550
- Website
- WWW.CHIHEALTH.COM
- Return prepared by
- COMMONSPIRIT HEALTH
Mission
AS AN AFFILIATE OF COMMONSPIRIT HEALTH, WE MAKE THE HEALING PRESENCE OF GOD KNOWN IN OUR WORLD BY IMPROVING THE HEALTH OF THE PEOPLE WE SERVE, ESPECIALLY THOSE WHO ARE VULNERABLE, WHILE WE ADVANCE SOCIAL JUSTICE FOR ALL.
Program accomplishments
- CHI HEALTH FOUNDATION SUPPORTS THE HEALTHCARE MINISTRY OF ALEGENT CREIGHTON HEALTH SYSTEM. THE FOUNDATION DISTRIBUTED $1,773,286 TO IMMANUEL MEDICAL CENTER AND RELATED FACILITIES DURING FISCAL YEAR 2025.Expenses $1,773,286 · grants $1,773,286
- CHI HEALTH FOUNDATION SUPPORTS THE HEALTHCARE MINISTRY OF ALEGENT CREIGHTON HEALTH SYSTEM. THE FOUNDATION DISTRIBUTED $552,268 TO BERGAN MERCY HEALTH SYSTEM AND RELATED FACILITIES DURING FISCAL YEAR 2025.Expenses $552,268 · grants $552,268
- CHI HEALTH FOUNDATION DISTRIBUTED $472,152 TO ALEGENT CREIGHTON HEALTH SERVICE LINES, CHI HEALTH LAKESIDE HOSPITAL, AND CHI HEALTH MIDLANDS HOSPITAL DURING FISCAL YEAR 2025. THE FOUNDATION PROVIDED SUPPORT IN SEVERAL AREAS, INCLUDING WOMEN AND CHILDREN SERVICES.Expenses $472,152 · grants $472,152
- CHI HEALTH FOUNDATION DISTRIBUTED $879,066 TO OTHER COMMONSPIRIT HEALTH SERVICE LINES DURING FISCAL YEAR 2025.Expenses $879,066 · grants $879,066
What it must file and when
IRS records say it files Not required (church). Churches are not required to file. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 47-0648586
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Church
- Exempt since
- 1946
- Accounting year ends
- June
- Files
- Not required (church)
- Category (NTEE)
- Health care (E122)
- Group exemption
- 0928: UNITED STATES CATHOLIC CONFERENCE
- Assets (IRS master file)
- $50,635,970
- Income (IRS master file)
- $5,655,993
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $5,478,329 | $4,860,379 | $50,635,970 | IRS |
| 990 | June 2024 | $6,388,393 | $5,025,347 | $50,967,984 | IRS |
| 990 | June 2023 | $3,861,708 | $4,196,290 | $45,648,626 | XML |
| 990 | June 2022 | $3,587,467 | $2,553,206 | $29,885,350 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990-T | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 47-0648586).
Questions about CHI HEALTH FOUNDATION
- What is the EIN of CHI HEALTH FOUNDATION?
- The employer identification number (EIN) of CHI HEALTH FOUNDATION is 47-0648586.
- Is CHI HEALTH FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1946.
- Which annual return does CHI HEALTH FOUNDATION file?
- Form Not required (church). Churches are not required to file.
- When is the next return of CHI HEALTH FOUNDATION due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did CHI HEALTH FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of CHI HEALTH FOUNDATION?
- The 990 for the year ended June 30, 2025 names KATHY BERTOLINI.
- Who are the officers and directors of CHI HEALTH FOUNDATION?
- The 990 for the year ended June 30, 2025 lists 17 people; 3 received compensation from the organization.
- How much revenue does CHI HEALTH FOUNDATION have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $5,478,329, expenses of $4,860,379 and total assets of $50,635,970 at year end.
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