Nonprofit · EIN 81-0392270
ST PETERS HEALTH FOUNDATION
Tax-exempt · HELENA, MT 59601
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| May 31, 2025 | 990 | $5,690,824 | $5,912,482 | -$221,658 | $35,959,267 | $3,469,119 | $32,490,148 |
| May 31, 2024 | 990 | $9,370,783 | $3,830,923 | $5,539,860 | $32,417,549 | $618,605 | $31,798,944 |
| May 31, 2023 | 990 | $3,437,813 | $2,479,375 | $958,438 | $26,543,749 | $352,386 | $26,191,363 |
Financial details: 990 for the year ended May 31, 2025
Revenue
- Contributions, gifts and grants
- $4,361,478
- of which government grants
- $384,520
- Program service revenue
- $0
- Investment income
- $1,440,662
- Net gain from sales of assets
- $617,700
- Net income from fundraising events
- -$119,015
- Other revenue
- -$111,316
Expenses
- Grants and similar amounts paid
- $5,801,520
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Program services (functional)
- $5,801,520
- Management and general (functional)
- $110,962
Balance sheet and other
- Total assets, start of year
- $32,417,549
- Total assets, end of year
- $35,959,267
- Total liabilities, end of year
- $3,469,119
- Net assets, end of year
- $32,490,148
- Publicly traded securities
- $26,905,771
- Net assets without donor restrictions
- $3,815,550
- Net assets with donor restrictions
- $28,674,598
- Gross receipts
- $6,225,976
- Employees
- 0
- Volunteers
- 63
- Year formed
- 1978
- State of legal domicile
- MT
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 May 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| WADE JOHNSON | CEO Officer | 1 | $0 | $941,348 | $76,751 |
| BRANDON NEWGARD MD | TRUSTEE (FROM 6/2024) Trustee or director | 1 | $0 | $958,239 | $55,668 |
| NATHAN COBURN | CFO Trustee or director, Officer | 1 | $0 | $398,066 | $81,257 |
| STEPHEN MASON | VP OF FOUNDATION, NON-VOTING Officer | 1 | $0 | $325,466 | $48,321 |
| BLAIR FJESETH | CHAIR ELECT (LEFT 1/2025) Trustee or director, Officer | 1 | $0 | $0 | $0 |
| JEANNIE ETCHART | SECRETARY Trustee or director, Officer | 1 | $0 | $0 | $0 |
| MELANIE HALL | TREASURER Trustee or director, Officer | 1 | $0 | $0 | $0 |
| NATE MCCARTHY | CHAIR Trustee or director, Officer | 1 | $0 | $0 | $0 |
| BISHOP MARTHA STEBBINS | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| BOB HEBERLY | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| JOHN PATRICK | TRUSTEE (LEFT 9/2024) Trustee or director | 1 | $0 | $0 | $0 |
| KRISTIN KERR | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| PAM SCHINDLER | TRUSTEE (LEFT 6/2024) Trustee or director | 1 | $0 | $0 | $0 |
| PETE JOHNSON | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| STEVE FAWCETT | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
3 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| STEVE SCHROEDER | TRUSTEE Trustee or director | 1 | $0 |
| CINDY BULTENA | TRUSTEE (FROM 9/2024) Trustee or director | 1 | $0 |
| CARINA WILMOT | TRUSTEE (FROM 6/2024) Trustee or director | 1 | $0 |
990 for the year ended May 31, 2024: 16 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| WADE JOHNSON | CEO, EX-OFFICIO, NON-VOTING Officer | 1 | $0 | $744,841 | $216,793 |
| NATHAN COBURN | CFO Trustee or director, Officer | 1 | $0 | $362,978 | $47,664 |
| STEPHEN MASON | VP OF FOUNDATION, NON-VOTING Officer | 40 | $0 | $260,402 | $37,913 |
| DR ALISSA ABENTROTH | TRUSTEE Trustee or director | 1 | $0 | $250,049 | $40,568 |
| BLAIR FJESETH | CHAIR ELECT Trustee or director, Officer | 1 | $0 | $0 | $0 |
| JEANNIE ETCHART | SECRETARY Trustee or director, Officer | 1 | $0 | $0 | $0 |
| MELANIE HALL | TREASURER Trustee or director, Officer | 1 | $0 | $0 | $0 |
| NATE MCCARTHY | CHAIR Trustee or director, Officer | 1 | $0 | $0 | $0 |
| BISHOP MARTHA MARTY STEBBINS | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| BOB HEBERLY | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| JOHN PATRICK | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| KRISTIN KERR | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| PAM SCHINDLER | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| PETE JOHNSON | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| STEVE FAWCETT | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| STEVE SCHROEDER | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
990 for the year ended May 31, 2023: 18 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| WADE JOHNSON | CEO, ex-officio, non-voting Officer | 1 | $0 | $794,325 | $235,713 |
| NATHAN COBURN | CFO Trustee or director, Officer | 1 | $0 | $379,203 | $52,122 |
| DR ALISSA ABENTROTH | TRUSTEE Trustee or director | 1 | $0 | $264,119 | $45,763 |
| STEPHEN MASON | VP OF FOUNDATION, NON-VOTING Officer | 40 | $0 | $246,542 | $38,435 |
| KARI KOEHLER | TRUSTEE Trustee or director | 1 | $0 | $238,478 | $12,181 |
| Steve Schroeder | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| Pete Johnson | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| Cheri Copeland | Secretary/Treasurer Trustee or director, Officer | 1 | $0 | $0 | $0 |
| Jeannie Etchart | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| Blair Fjeseth | Chair Elect Trustee or director, Officer | 1 | $0 | $0 | $0 |
| John Patrick | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| Nate McCarthy | CHAIR Trustee or director, Officer | 1 | $0 | $0 | $0 |
| Bob Heberly | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| Melanie Hall | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| Pam Schindler | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| Kristin Kerr | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| Steve Fawcett | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| Bishop Martha Marty Stebbins | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 2500 E BROADWAY ST, HELENA, MT 59601-4901
- In care of
- % KRYSTAL STEWART
- Principal officer (990 for 2024)
- NATHAN COBURN, 2500 BROADWAY STREET, HELENA, MT 59601
- Signed the 990
- NATHAN COBURN, CHIEF FINANCIAL OFFICER
- Phone
- (406) 444-2370
- Website
- WWW.SPHEALTH.ORG
- Return prepared by
- BAKER TILLY ADVISORY GROUP LP
Mission
ST. PETER'S HEALTH FOUNDATION INSPIRES A CULTURE OF GIVING THAT SUPPORTS EXCEPTIONAL AND COMPASSIONATE CARE FOR OUR COMMUNITY'S HEALTH AND WELL-BEING.
Program accomplishments
- SUPPORT PROVIDED TO ST. PETER'S HEALTH TO HELP FURTHER THEIR MISSION.Expenses $5,492,326 · grants $5,492,326
- PROVIDING EDUCATIONAL SCHOLARSHIPS TO EMPLOYEES OF ST. PETER'S HEALTH.Expenses $137,560 · grants $137,560
- PROVIDING SUPPORT TO EMPLOYEES OF ST. PETER'S HEALTHExpenses $55,553 · grants $55,553
- PROVIDING ASSISTANCE TO PATIENTS OF ST. PETER'S HEALTH.Expenses $116,081 · grants $116,081
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 May, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | May 31, 2026 | October 15, 2026 | Not on file |
| 2024 | May 31, 2025 | October 15, 2025 | 990 on file |
| 2023 | May 31, 2024 | October 15, 2024 | 990 on file |
IRS record
- EIN
- 81-0392270
- 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
- 1981
- Accounting year ends
- May
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $35,959,267
- Income (IRS master file)
- $6,225,976
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | May 2025 | $5,690,824 | $5,912,482 | $35,959,267 | XML |
| 990 | May 2024 | $9,370,783 | $3,830,923 | $32,417,549 | XML |
| 990 | May 2023 | $3,437,813 | $2,479,375 | $26,543,749 | XML |
| 990 | May 2022 | $5,998,897 | $2,523,171 | $25,967,103 | IRS |
| 990 | May 2021 | – | – | – | IRS |
| 990 | May 2020 | – | – | – | IRS |
| 990 | May 2019 | – | – | – | 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 81-0392270).
Questions about ST PETERS HEALTH FOUNDATION
- What is the EIN of ST PETERS HEALTH FOUNDATION?
- The employer identification number (EIN) of ST PETERS HEALTH FOUNDATION is 81-0392270.
- Is ST PETERS HEALTH FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1981.
- Are donations to ST PETERS HEALTH FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does ST PETERS HEALTH FOUNDATION 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 ST PETERS HEALTH FOUNDATION due?
- The return for tax year 2025 (the year ending May 31, 2026) is due October 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did ST PETERS HEALTH FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended May 2025.
- Who is the principal officer of ST PETERS HEALTH FOUNDATION?
- The 990 for the year ended May 31, 2025 names NATHAN COBURN.
- Who are the officers and directors of ST PETERS HEALTH FOUNDATION?
- The 990 for the year ended May 31, 2025 lists 18 people; 0 received compensation from the organization.
- How much revenue does ST PETERS HEALTH FOUNDATION have?
- On its 990 for the year ended May 31, 2025 it reported revenue of $5,690,824, expenses of $5,912,482 and total assets of $35,959,267 at year end.
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