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Nonprofit · EIN 48-1289745

PORTNEUF HEALTH TRUST

Tax-exempt · POCATELLO, ID 83201

Financials

$40.9M$6.3M2023$50.3M$5.8M2024
Revenue Expenses · by fiscal year end
Financials of PORTNEUF HEALTH TRUST by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990$50,325,370$5,828,998$44,496,372$250,857,389$1,205,386$249,652,003
December 31, 2023990$40,870,597$6,263,835$34,606,762$208,023,022$2,867,391$205,155,631
Financial details: 990 for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$65,071
Membership dues
$24,821
Program service revenue
$30,015,437
Investment income
$20,244,862
Other revenue
$0

Expenses

Grants and similar amounts paid
$2,206,194
Other salaries and wages
$856,617
Salaries, compensation and benefits (total)
$1,043,467
Professional fundraising fees
$0
Legal fees
$62,055
Occupancy
$586,101
Travel
$18,361
Depreciation
$923,292
Program services (functional)
$4,331,589
Management and general (functional)
$1,497,409

Balance sheet and other

Total assets, start of year
$208,023,022
Total assets, end of year
$250,857,389
Total liabilities, end of year
$1,205,386
Net assets, end of year
$249,652,003
Land, buildings and equipment
$34,210,572
Publicly traded securities
$160,272,943
Net assets without donor restrictions
$249,106,865
Net assets with donor restrictions
$545,138
Gross receipts
$50,325,370
Employees
16
Year formed
2002
State of legal domicile
ID

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 December 31, 2024, highest compensation first.

NameTitleHours / weekCompensation
SHAUN MENCHACAEXECUTIVE DI
Officer
40$326,278
CLARK BITTONCFO
Officer
40$135,314
MARK BUCKALEWBOARD CHAIRM
Trustee or director, Officer
1$0
TJ BUDGEBOARD MEMBER
Trustee or director
1$0
MIKE CALLAHANBOARD MEMBER
Trustee or director
1$0
STEVE FARNSWORTHSECRETARY
Trustee or director, Officer
1$0
SUSAN GIBBENSVICE CHAIRMA
Trustee or director, Officer
1$0
PHIL JOSLINBOARD MEMBER
Trustee or director
1$0
DENA WEAVERSECRETARY
Trustee or director, Officer
1$0
AUSTIN IRWINCFO
Officer
40$0
990 for the year ended December 31, 2023: 8 people
NameTitleHours / weekCompensation
SHAUN MENCHACAEXECUTIVE DI
Key employee
–$268,286
MARK BUCKALEWBOARD CHAIRM
Trustee or director, Officer
1$0
TJ BUDGEBOARD MEMBER
Trustee or director
1$0
MIKE CALLAHANBOARD MEMBER
Trustee or director
1$0
STEVE FARNSWORTHSECRETARY
Trustee or director, Officer
1$0
SUSAN GIBBENSVICE CHAIRMA
Trustee or director, Officer
1$0
PHIL JOSLINBOARD MEMBER
Trustee or director
1$0
DENA WEAVERSECRETARY
Trustee or director, Officer
1$0

Address and contacts

Address (IRS master file)
500 S 11TH AVE STE 503, POCATELLO, ID 83201-4881
In care of
% SHAUN MENCHACA
Principal officer (990 for 2024)
MARK BUCKALEW, 500 S 11TH SUITE 503, POCATELLO, ID 83201
Signed the 990
AUSTIN IRWIN, CFO
Phone
(208) 239-1953
Return prepared by
DEATON & COMPANY CHARTERED

Mission

ENHANCE THE HEALTH OF CITIZENS THROUGHOUT EASTERN IDAHO BY SUPPORTING QUALITY MEDICAL SERVICES, AND THROUGH THE DELIVERY OF WELLNESS AND PREVENTION PROGRAMS.

990 for the year ended December 31, 2024

Program accomplishments

  • THE PORTNEUF HEALTH TRUST (PHT) IS DEDICATED TO ENSURE THE COMMUNITY HOSPITAL BENEFIT OF PORTNEUF MEDICAL CENTER AND TO INVEST INCOME FROM THAT PARTNERSHIP INTO COMMUNITY HEALTH INITIATIVES. AREAS OF FOCUS ARE ON CREATING GREATER ACCESS TO HEALTH CARE FOR THE POOR AND UNDERSERVED IN OUR REGION AND PROVIDING BETTER HEALTH CARE TECHNOLOGY AND HEALTH EDUCATION TO THE REGION. PHT ALSO INVESTS IN PHYSICAL INFRASTRUCTURE TO PROMOTE HEALTH SUCH AS THE PORTNEUF GREENWAY, AN ALL-ACCESS REGIONAL PLAYGROUND FOR CHILDREN TO PLAY AND INCREASE THEIR MENTAL AND PHYSICAL WELL-BEING, AND THE PORTNEUF WELLNESS COMPLEX. ALSO, THE FOUNDATION INVESTS IN EQUIPMENT, TECHNOLOGY, AND BRICKS AND MORTAR FOR HEALTH WEST, A FEDERALLY QUALIFIED HEALTH CLINIC, AND PROGRAMS FOR IDAHO STATE UNIVERSITY'S FAMILY PRACTICE RESIDENCY, CANCER PATIENT ASSISTANCE FUND, AND A FUN-FUND FOR CANCER PATIENTS.
    Expenses $4,331,589 · grants $2,206,194

What it must file and when

IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026Not on file
2024December 31, 2024May 15, 2025990 on file
2023December 31, 2023May 15, 2024990 on file

IRS record

EIN
48-1289745
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Publicly supported organization (170(b)(1)(A)(vi))
Donations deductible (Pub 78)
Public charity, 50% deduction limit
Exempt since
2003
Accounting year ends
December
Files
Form 990 or 990-EZ
Category (NTEE)
Health care (E112)
Assets (IRS master file)
$250,857,389
Income (IRS master file)
$50,325,370

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2024$50,325,370$5,828,998$250,857,389XML
990December 2023$40,870,597$6,263,835$208,023,022XML
990December 2022$3,443,084$4,056,240$171,813,939IRS
990December 2021–––IRS
990December 2020–––IRS
990December 2018–––IRS
990December 2017–––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 48-1289745).

Questions about PORTNEUF HEALTH TRUST

What is the EIN of PORTNEUF HEALTH TRUST?
The employer identification number (EIN) of PORTNEUF HEALTH TRUST is 48-1289745.
Is PORTNEUF HEALTH TRUST tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2003.
Are donations to PORTNEUF HEALTH TRUST tax-deductible?
Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
Which annual return does PORTNEUF HEALTH TRUST file?
Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
When is the next return of PORTNEUF HEALTH TRUST due?
The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did PORTNEUF HEALTH TRUST last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended December 2024.
Who is the principal officer of PORTNEUF HEALTH TRUST?
The 990 for the year ended December 31, 2024 names MARK BUCKALEW.
Who are the officers and directors of PORTNEUF HEALTH TRUST?
The 990 for the year ended December 31, 2024 lists 10 people; 2 received compensation from the organization, the highest $326,278 (SHAUN MENCHACA, EXECUTIVE DI).
How much revenue does PORTNEUF HEALTH TRUST have?
On its 990 for the year ended December 31, 2024 it reported revenue of $50,325,370, expenses of $5,828,998 and total assets of $250,857,389 at year end.

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