2025-05-02T07:38:32-05:00 2024-06-30 390758449 WIPFLI LLP 1502 LONDON ROAD SUITE 200 DULUTH MN 55812 990 2023-07-01 810231789 MONTANA CHILDREN'S HOME AND HOSPITAL MONT 4064447500 PO BOX 5539 HELENA MT 59604 CRAIG AASVED CHIEF EXECUTIVE OFFICER 4064447500 2025-05-02 1 1 MICHAEL J PETERSON CPA P01833529 2187224705 2025-05-01 2023 2025-03-06 01:10:19Z CRAIG AASVED PO BOX 5539 HELENA MT 59604 50559492 0 X WWW.SHODAIR.ORG X 1942 MT TO PROVIDE CHILDREN'S PSYCHIATRIC SERVICES PRIMARILY TO LOW-INCOME MONTANA CHILDREN AGES 3-17 AND TO PROVIDE GENETIC TESTING AND COUNSELING TO PRIMARILY MONTANA FAMILIES. 11 11 440 27 0 0 9538025 12325967 27104415 29477423 -474130 439929 197890 373071 36366200 42616390 0 0 0 0 25453995 27764166 0 0 0 11498575 14737917 36952570 42502083 -586370 114307 120436533 118556699 63298666 61239642 57137867 57317057 X TO HEAL, HELP AND INSPIRE HOPE. 0 0 18907726 0 17299365 SHODAIR CHILDREN'S HOSPITAL PROVIDES PSYCHIATRIC INPATIENT SERVICES AGES 3 TO 17. THE SERVICES ARE PROVIDED ON TWO SEPARATE UNITS BASED ON THE CHILD'S DEVELOPMENTAL AGE. THE PROGRAMS OFFER INTENSIVE SERVICES FOR EMOTIONALLY AND BEHAVIORALLY IMPAIRED CHILDREN AND THEIR FAMILIES WHO ARE IN CRISIS. AT SHODAIR, CHILDREN AND FAMILIES INTERACT WITH A TEAM OF SPECIALISTS, INCLUDING NURSES, DOCTORS, THERAPISTS, AND TEACHERS. 741 CHILDREN WERE ADMITTED ON THESE UNITS DURING THE FISCAL YEAR. 6114750 0 5594607 SHODAIR CHILDREN'S HOSPITAL PROVIDES PSYCHIATRIC RESIDENTIAL TREATMENT SERVICES TO CHILDREN AGES 11-17. THE SERVICES ARE PROVIDED ON TWO SEPARATE UNITS BASED ON THE CHILD'S DEVELOPMENTAL AGE. EACH UNIT PROVIDES A THERAPEUTIC AND NURTURING ENVIRONMENT STAFFED WITH PSYCHIATRISTS, PSYCHOLOGISTS, PRIMARY THERAPISTS, RNS, AND SUPPORTING STAFF. 103 CHILDREN WERE SERVED ON THESE UNITS DURING THE FISCAL YEAR. 4936876 0 4516927 SHODAIR CHILDREN'S HOSPITAL'S DEPARTMENT OF MEDICAL GENETICS STRIVES TO MEET GENETIC NEEDS OF MONTANANS THROUGH GENETIC TESTING, DIAGNOSIS, CONSULTATION, AND SUPPORT FOR FAMILIES THROUGH OUTREACH, SCHOLARSHIPS, AND EDUCATION. 2258653 0 2066524 SCHOOL BASED PROGRAM:COMPREHENSIVE SCHOOL AND COMMUNITY TREATMENT (CSCT) IS A MENTAL HEALTH SERVICE PROVIDED IN A SCHOOL SETTING. THERAPY IS PROVIDED WITHIN THE CLASSROOM THROUGH COLLABORATION WITH THE SCHOOL DISTRICT. THERAPY IS BILLED TO THE STUDENT'S INSURANCE. CSCT STAFF WORK WITH THE SCHOOL TEAM TO INCREASE YOUR CHILD'S SUCCESS IN THE CLASSROOM. INDIVIDUAL AND GROUP THERAPY IS PROVIDED DURING THE SCHOOL DAY.THE OTHER PROGRAM CONSIST OF TWO OUTPATIENT CLINICS, WITH THE MAIN OFFICE IN HELENA AND ANOTHER IN BUTTE. 2258653 0 2066524 32218005 1 1 0 1 0 0 0 1 0 1 1 0 0 1 1 0 0 1 0 0 0 0 0 0 0 0 1 1 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 1 25 0 440 1 0 0 0 0 0 0 0 0 0 0 0 0 X 11 11 0 1 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X KELLEY GENTRY 4064447502 2755 COLONIAL DRIVE HELENA MT 59601 SANDRA SMITH PRESIDENT/CHAIR 1.00 1.00 X X 0 0 0 GALEN HOLLENBAUGH VICE PRESIDENT/CHAIR 1.00 1.00 X X 0 0 0 STEVEN JOHNSON TREASURER 1.00 1.00 X X 0 0 0 JOSEPH SHEVLIN SECRETARY 1.00 1.00 X X 0 0 0 JUSTIN EVANS BOARD MEMBER 1.00 1.00 X 0 0 0 RITA GOWEN BOARD MEMBER (THRU SEPT 23) 1.00 1.00 X 0 0 0 DR DAVID LECHNER BOARD MEMBER 1.00 1.00 X 0 0 0 DR JOEL MAES BOARD MEMBER 1.00 1.00 X 0 0 0 EMILY MCVEY BOARD MEMBER 1.00 1.00 X 0 0 0 DICK MEEKER BOARD MEMBER (THRU SEPT 23) 1.00 1.00 X 0 0 0 JOHN NORDWICK BOARD MEMBER 1.00 1.00 X 0 0 0 ERIC STRAUSS BOARD MEMBER 1.00 1.00 X 0 0 0 DR EDWARD SURBRUGG BOARD MEMBER 1.00 1.00 X 0 0 0 LEN WHEELER BOARD MEMBER (THRU SEPT 23) 1.00 1.00 X 0 0 0 CRAIG AASVED CHIEF EXECUTIVE OFFICER 30.00 10.00 X 351162 0 61316 KELLEY GENTRY CHIEF FINANCIAL OFFICER 30.00 10.00 X 74925 0 2271 KEITH FOSTER PHYSICIAN 40.00 X 352404 0 52464 SETH SIMPSON PHYSICIAN 40.00 X 336609 0 58466 KIMBER PEZZONI PHYSICIAN 40.00 X 310540 0 61004 DR THOMAS HOFFMAN CMO OF PSYCHIATRY 40.00 X 300713 0 58446 DR ABE ELIAS CMO OF GENETICS 40.00 X 266270 0 58017 MARIA VALDENEGRO FORMER CFO 30.00 10.00 X 102414 0 18531 2095037 0 370515 7 1 1 0 DICK ANDERSON CONSTRUCTION 3424 HWY 12E HELENA MT 59601 CONSTRUCTION FOR NEW BUILDING 2597238 BE SMITH LLC 2999 OLYMPUS BLVD DALLAS TX 75019 FEE FOR INTERIM CFO 256350 ELKHORN COMMISSIONING GROUP PO BOX 11826 BOZEMAN MT 59719 NEW CONSTRUCTION COMMISSIONING SERVICES 143910 AMN HEALTHCARE INC FILE 56157 LOS ANGELES CA 900746157 TRAVEL NURSES 121900 SMA ARCHITECTS 920 FRONT ST 101 HELENA MT 59601 ARCHITECTS FOR NEW BUILDING 105247 5 8482500 3743963 99504 12325967 ACUTE SERVICES 622210 17299365 17299365 RESIDENTIAL TREATMENT SERVICES 622210 5594607 5594607 GENETICS SERVICES 621511 4516927 4516927 SCHOOL BASED SERVICES 624110 1762547 1762547 PHARMECEUTICAL REVENUE 622210 262027 262027 41950 41950 29477423 809613 809613 65728 0 65728 65728 65728 7573418 7573050 370052 368 -370052 -369684 -369684 CAFETERIA SALES 722514 307343 307343 307343 42616390 29477423 0 813000 663925 663925 21407060 18035658 3371402 906019 757371 148648 2916755 2493400 423355 1870407 1554112 316295 110169 110169 91685 91685 103344 103344 30802 30802 24517 24517 1136942 588473 548469 260861 10897 249964 359189 97732 261457 1349695 20595 1329100 1124253 1117465 6788 108912 75266 33646 146637 124773 21864 1989682 1989682 3360165 3360165 933158 539528 393630 MEDICAID UTILIZATION 982725 982725 BAD DEBT EXPENSE 873731 873731 GENERAL SUPPLIES 681961 660478 21483 LAB SUPPLIES 495019 495019 574470 430617 143853 42502083 32218005 10284078 0 236859 58152 6466857 1276625 9474108 14614951 219468 179024 398821 534949 85231635 13933700 73436988 71297935 16270659 22534990 900 900 13931873 8059173 120436533 118556699 4792173 4720843 54868070 53624251 3638423 2894548 63298666 61239642 X 57123098 57302288 14769 14769 57137867 57317057 120436533 118556699 114307 64883 0 X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X 12530 12530 12530 12530 42489553 52529571 42502083 52542101 1000000 1000000 250000 250000 0 0 0 0 1000000 1000000 1000000 1000000 4000000 6000000 41120 12000 21000 12530 86650 250000 250000 250000 250000 1000000 1500000 5000 X 0 2433768 327552 2761320 2222600 211168 2433768 2493419 300 -271119 2222600 2026809 300 466310 2493419 1972110 1700 52999 2026809 0.00000 0.31240 0.68760 0 1 1 834433 834433 69347722 7081262 62266460 15049480 6852438 8197042 71297935 DUE FROM MONTANA CHILDREN'S FOUNDATION 4549065 ROU ASSET 2664427 INVESTMENT INCOME RECEIVABLE 522209 CASH SURRENDER VALUE OF LIFE INSURANCE 210189 PARETO STOP LOSS 108283 ART 5000 8059173 ROU LIABILITY 2678911 DEFERRED COMPENSATION LIABILITY 210189 SECURITY DEPOSITS 5448 2894548 PART III, LINE 4: THE ORGANIZATION WAS GIFTED AN ORIGINAL PAINTING THAT HAS BECOME A VERY POPULAR WORK OF ART THAT REPRESENTS THE MISSION OF MONTANA'S CHILDREN'S HOSPITAL. THE ORGANIZATION WILL OCCASIONALLY USE PRINTS OF THE PAINTING AT EVENTS. THE PAINTING IS SOMETIMES ON DISPLAY IN THE FOUNDATION OR THE HOSPITAL. PART V, LINE 4: THE ORGANIZATION USES THE RATE OF RETURN WITHIN THE ENDOWMENT TO PAY FOR CAPITAL IMPROVEMENTS AND PURCHASES FOR THE HOSPITAL. 1 1 X 1 X 1 X 500.000000000000 1 1 1 0 0 1064053 1064053 0.02560 27998029 20926241 7071788 0.16990 1557176 959887 597289 0.01430 30619258 21886128 8733130 0.20980 12100 12100 0.00030 12100 12100 0.00030 30631358 21886128 8745230 0.21010 1 875997 X 1 1 1 1 SHODAIR CHILDREN'S HOSPITAL PO BOX 5539 HELENA MT 59604 WWW.SHODAIR.ORG 13007 X X SHODAIR CHILDREN'S HOSPITAL 1 0 0 0 1 0 1 X 200.000000000000 500.000000000000 X X X X 1 1 X X X 1 X HTTPS://SHODAIR.ORG/RESOURCES/FINANCIAL-ASSISTANCE/ X HTTPS://SHODAIR.ORG/RESOURCES/FINANCIAL-ASSISTANCE/ X HTTPS://SHODAIR.ORG/RESOURCES/FINANCIAL-ASSISTANCE/ X X X X X X 1 X 0 X X X X 0 X X 0 0 SHODAIR CHILDREN'S HOSPITAL PART V, SECTION B, LINE 13H: OUTSTANDING MEDICAL DEBT SHODAIR CHILDREN'S HOSPITAL PART V, SECTION B, LINE 16J: THE HOSPITAL DOES NOT HAVE A LEP POPULATION THAT IT SERVES AND AS SUCH, HAS NOT BEEN REQUIRED TO TRANSLATE THEIR FAP INTO ANOTHER LANGUAGE OTHER THAN ENGLISH. PART V, SECTION B: LINE 12A: THE ORGANIZATION HAD NOT COMPLETED THEIR CHNA IN THE CURRENT TAX YEAR OR THE TWO PRIOR TAX YEARS. THIS WAS NOT OUT OF NEGLIGENCE NOR A LACK OF UNDERSTANDING OF THE REQUIREMENTS AROUND 501R. THE ORGANIZATION TYPICALLY RELIES ON AN INTERNAL TEAM OF INDIVIDUALS TO ORGANIZE AND COMPLETE THE CHNA PROCESS. THE ORGANIZATION NEEDS TO HAVE CERTAIN PERSONNEL RESOURCES AVAILABLE TO PROPERLY GATHER ALL THE INPUT AND INFORMATION NECESSARY TO REFLECT ON THE PRIOR CHNA AND WORK THROUGH THE CURRENT CHNA. DURING THE TYPICAL TIMELINE TO BEGIN AND FINISH THE CHNA, THE ORGANIZATION EXPERIENCED TURNOVER IN THE DEPARTMENT THAT WOULD HANDLE THE PROCESS AND THEY DID NOT HAVE AN ABILITY TO OUTSOURCE THE PROCESS OR IMMEDIATELY FILL THOSE POSITIONS. THE ORGANIZATION WAS UNABLE TO COMPLETE THE CHNA BY THE DUE DATE OF 06/30/2024 AND IMPLEMENTATION STRATEGY BY 11/15/2024. THE ORGANIZATION DID NOT LOSE SIGHT OF THE COMMUNITY NEEDS THAT THEY KNOW NEED TO BE ADDRESSED, BUT THE FORMAL REPORT COMPLETION DID LAG. AT THE TIME OF THIS FILING OF THE 990, THE ORGANIZATION HAS COMPLETED THEIR CHNA AND APPROVED THEIR IMPLEMENTATION STRATEGY AND WILL STILL INTEND TO COMPLETE THEIR NEXT CHNA AND IMPLEMENTATION STRATEGY ON SCHEDULE AS IF THIS REPORT HAD BEEN FILED DURING THE CURRENT TAX YEAR (ORGANIZATION EXPECTS TO FILE THEIR NEXT CHNA BY 06/30/2027). THE ORGANIZATION HAS NOT FILED THE 4720 OR REMITTED ANY EXCISE TAX FOR THE ABOVE SITUATION. THE ORGANIZATION BELIEVES THAT GIVEN THE FACTS AND CIRCUMSTANCES LISTED ABOVE, ALONG WITH THE FINANCIAL BURDEN ANY PENALTY WOULD PLACE ON THEM WOULD ONLY LIMIT THEIR IMPACT TO IMPLEMENT THEIR PLAN TO ADDRESS NEEDS. TO PROVIDE SOME INFORMATION FOR THE 2023 TAX RETURN, THE ORGANIZATION IS PROVIDING THEIR RESPONSES FOR PART V, SECTION B, LINE 3-11 BELOW: LINE 3A-3I YESLINE 4 2024LINE 5 YES SEE DISCLOSURE BELOWLINE 6A NOLINE 6B NOLINE 7: HTTPS://SHODAIR.ORG/RESOURCES/#CHNA-AND-CHIPLINE 8: YESLINE 9: 2024LINE 10: HTTPS://SHODAIR.ORG/RESOURCES/#CHNA-AND-CHIPLINE 11: SEE DISCLOSURE BELOWDISCLOSURE: LINE 5: THERE IS A FULL 149 PAGE CHNA ON THE WEBSITE AS REFERENCED EARLIER. THE ORGANIZATION UTILIZED MIXED METHODS TO CAPTURE COMPREHENSIVE DATA FOR PEDIATRIC HEALTHCARE NEEDS. THERE WAS A STATEWIDE ONLINE SURVEY, REVIEW OF RESEARCH AND STUDIES, AND INTERVIEWS AND SURVEYS WITH STAKEHOLDERS INCLUDING COMMUNITY MEMBERS, HEALTHCARE PROVIDERS, AND EDUCATORS. LINE 11: THERE IS A FULL 149 PAGE CHNA ON THE WEBSITE AS REFERENCED EARLIER. THE IMPLEMENTATION STRATEGY COMMENTING ON THE MAIN PRIORITIES AND THE ACTION ITEMS THAT WILL BE PRIORITIZED ARE INCLUDED WITHIN THAT REPORT AS WELL AS ADDITIONAL DOCUMENTATION ON PROGRESS TOWARD ACTION ITEMS FROM PREVIOUS CHNA'S. THE LARGEST PROJECT UNDERTAKEN BY THE HOSPITAL IN THE PAST YEAR THE BUILDING AND PLACING INTO SERVICE MORE PHYSICAL SPACE TO CONDUCT THEIR SERVICES TO THE COMMUNITY. THEY OPENED AND EXPANDED THEIR FACILITIES AND SERVICES TO INCREASE THEIR IMPACT. AS MENTIONED EARLIER, STAFF TURNOVER AND WORKFORCE SHORTAGES PUT A STRAIN ON THE ORGANIZATION AND CAUSED SOME DELAY ON THE CHNA BUT NOT ON THE OPERATIONS AND IMPACT THE HOSPITAL MADE TOWARD THEIR MISSION TO PROVIDE CHILDREN'S PSYCHIATRIC SERVICES PRIMARILY IN MONTANA. 4 1 - GENETICS LAB & CLINIC 2620 SHODAIR DRIVE HELENA MT 59604 GENETICS LAB AND CLINIC 2 - BUTTE OUTPATIENT CLINIC 435 S CRYSTAL ST FL 2 BUTTE MT 59701 OUTPATIENT CLINIC 3 - HELENA OUTPATIENT CLINIC 2620 SHODAIR DRIVE HELENA MT 59604 OUTPATIENT CLINIC 4 - GREAT FALLS OUTPATIENT CLINIC 2720 10TH AVENUE SOUTH FL 2 GREAT FALLS MT 59405 OUTPATIENT CLINIC PART I, LINE 3C: THE ORGANIZATION ALSO USED MEDICAL DEBT IN ADDITION TO FINANCIAL ASSISTANCE ELIGIBILITY BASED ON FEDERAL POVERTY GUIDELINES. PART I, LINE 7: THE HOSPITAL USES AN INTERNAL COST-TO-CHARGE RATIO SIMILAR TO THE MEDICARE COST REPORT. PART I, LINE 7, COLUMN (F): THE BAD DEBT EXPENSE INCLUDED ON FORM 990, PART IX, LINE 25, COLUMN (A), BUT SUBTRACTED FOR PURPOSES OF CALCULATING THE PERCENTAGE IN THIS COLUMN IS $ 873,731. PART II, COMMUNITY BUILDING ACTIVITIES: SHODAIR CONTINUALLY REACHES OUT TO ITS REFERRAL SOURCES AND STAKEHOLDERS TO WORK ON BUILDING NETWORKS AND PARTNERSHIPS THAT PROMOTE THE MENTAL HEALTH OF YOUTH AND YOUNG ADULTS. ONE WAY SHODAIR IS ACTIVELY INVOLVED IN THIS PROCESS IS BY PARTICIPATING AS A MEMBER OF THE MONTANA HOSPITAL ASSOCIATION'S HEALTHCARE TRANSFORMATION COUNCIL AND OTHER STATEWIDE ORGANIZATIONS (BEHAVIORAL HEALTH ASSOCIATION OF MT) TO ENSURE THAT BEHAVIORAL HEALTH NEEDS ARE BEING ADDRESSED ALONG WITH THE MEDICAL NEEDS OF THE COMMUNITIES IN MONTANA. PART III, LINE 2: CHARGES ARE CONTRACTED DOWN TO THE PAYER ACCEPTED RATE (IF INSURED), AND ANY SELF PAY BALANCES AFTER INSURANCE HAS PAID ARE BILLED TO THE PATIENT. IF THEY APPLY FOR CHARITY CARE AND ARE APPROVED, THE REMAINING BALANCES ARE WRITTEN OFF AS CHARITY CARE. PART III, LINE 3: WE DO NOT INCLUDE BAD DEBTS AS COMMUNITY SUPPORT. PART III, LINE 4: THE ORGANIZATION DESCRIBES THE RECEIVABLES AND CREDIT POLICY AROUND PATIENT ACCOUNTS ON PAGE 20 OF THE ATTACHED FINANCIAL STATEMENTS. PART III, LINE 8: NOT APPLICABLE IN TAX YEAR 2024. PART III, LINE 9B: ALL MEDICAID PATIENTS ARE KNOWN TO QUALIFY FOR 100% FINANCIAL ASSISTANCE, ALL OTHER PATIENTS MUST FILL OUT THE FINANCIAL ASSISTANCE APPLICATION IN ORDER TO DETERMINE IF THEY QUALIFY FOR ANY LEVEL OF FINANCIAL ASSISTANCE. MONTANA MEDICAID DOES NOT HAVE DEDUCTIBLES OR COPAYS FOR ANY MEDICAID MEMBER, SO NO MONTANA MEDICAID MEMBER WOULD EVER HAVE A BALANCE THAT WOULD HAVE A BALANCE DUE AFTER INSURANCE PAYMENT. IF ANOTHER STATE'S MEDICAID MEMBER HAD A BALANCE DUE AFTER THE OUT OF STATE MEDICAID PAYMENT IS PROCESSED, WE FIRST CONTACT THE PATIENT AND LET THEM KNOW. IF WE DO NOT RECEIVE A RESPONSE THE BALANCE IS WRITTEN OFF KNOWING THAT IN ORDER TO BE FEDERALLY ELIGIBLE FOR MEDICAID THE PATIENT IS ELIGIBLE FOR 100% FINANCIAL ASSISTANCE AT SHODAIR. NON-MEDICAID PATIENTS WHO HAVE A BALANCE DUE AFTER INSURANCE IS PROCESSED ARE SENT A STATEMENT OF THEIR BALANCE DUE. EACH STATEMENT NOTIFIES THE PATIENT THAT WE HAVE FINANCIAL ASSISTANCE AVAILABLE IF NEEDED. IF WE DO NOT HEAR ANYTHING FROM THE FAMILY AND THE BALANCE IS NOT PAID IN 60 DAYS FROM THE FIRST STATEMENT, WE CONTACT THE FAMILY AND OFFER THE FINANCIAL ASSISTANCE APPLICATION. IT IS ALSO INCLUDED IN THE 90 AND 120 DAY STATEMENTS. ONLY THOSE PATIENTS WHO NEVER RESPOND TO STATEMENTS OR OVER 3 PHONE CALLS ARE SENT TO COLLECTIONS AFTER MORE THAN 180 DAYS OF NON-PAYMENT. PART VI, LINE 2: WE PERIODICALLY CONDUCT A STRATEGIC PLANNING PROCESS THAT IDENTIFIES NEEDS AND OPPORTUNITIES TO MEET THOSE NEEDS. THE MOST RECENT STRATEGIC PLAN UPDATE WAS CONDUCTED IN SEPTEMBER 2024. BESIDES THE STRATEGIC PLAN, SHODAIR IS CONTINUOUSLY ENGAGING GOVERNMENT AGENCIES, PROVIDERS OF CHILDREN'S MENTAL SERVICES, PAYERS, AND OTHER COMMUNITY ORGANIZATIONS SERVING CHILDREN IN AN EFFORT TO COLLABORATIVELY SOLVE COMMUNITY HEALTH NEEDS OF CHILDREN AND THEIR FAMILIES. PART VI, LINE 3: FROM THE ADMISSIONS PACKET TO THE FINANCIAL ASSISTANCE PACKETS MAILED WITH BILLS, THE PATIENT IS INFORMED OF PROGRAMS AVAILABLE TO THEM FREQUENTLY THROUGHOUT THE STAY/VISIT AND AFTER CARE FOLLOW UP. IN ADDITION, A SUMMARY OF THE FINANCIAL ASSISTANCE PROGRAM ALONG WITH CONTACT INFORMATION IS DISPLAYED IN THE WAITING AREAS OF BOTH INPATIENT AND OUTPATIENT SERVICES. THE FINANCIAL ASSISTANCE PROGRAM INFORMATION ALONG WITH APPLICATION IS ALSO POSTED ON OUR WEBSITE. PART VI, LINE 4: THE ORGANIZATION IS CENTRALLY LOCATED IN THE STATE OF MONTANA AND SERVES CHILDREN FROM AROUND THE ENTIRE STATE. IN FISCAL YEAR 2024 PATIENTS WERE ADMITTED FROM OVER 52 OF THE STATE'S 56 COUNTIES. THE PRIMARY SERVICE AREA THAT ACCOUNTS FOR NEARLY 70% OF ITS PATIENTS IS WITHIN A 250-MILE RADIUS OF THE ORGANIZATION'S CAMPUS. OUTPATIENT SERVICES HAVE EXPANDED TO ENCOMPASS THE ENTIRE STATE OF MONTANA ESPECIALLY WITH THE ROLL OUT OF TELE-VIDEO TECHNOLOGY THAT HAS IMPROVED ACCESS IN THE MORE REMOTE AND RURAL COMMUNITIES IN MONTANA. IN 2020, SHODAIR EXPANDED ITS PATIENT DEMOGRAPHICS TO INCLUDE YOUNG ADULTS UP TO AGE 26. PART VI, LINE 5: THE ORGANIZATION IS CONTINUALLY EDUCATING COMMUNITY LEADERS, LEGISLATORS, PATIENTS AND OTHER HEALTHCARE PROVIDERS OF THE COMPLEXITIES OF TREATING CHILDREN WITH MENTAL HEALTH AND BEHAVIORAL CONDITIONS. SHODAIR INTENTIONALLY TRIES TO MATCH THE MAKE UP OF ITS BOARD MEMBERS WITH THE COMMUNITIES IT SERVES. STAFF INVOLVEMENT IN COMMUNITY PLANNING, CONFERENCES AND SERVING ON BOARDS IS A COMMON OCCURRENCE. ALMOST ALL OF THE YOUNGER CHILDREN ADMITTED TO THIS ACUTE UNIT ARE COMING FROM LOW-INCOME FAMILIES. EACH YEAR THE ORGANIZATION ALSO BUDGETS FOR SUPPORTING ACTIVITIES THAT PROMOTE MENTAL HEALTH INITIATIVES AND SUICIDE PREVENTION. PART VI, LINE 6: N/A PART VI, LINE 7: SHODAIR CHILDREN'S HOSPITAL IS NOT REQUIRED TO FILE A COMMUNITY BENEFIT REPORT WITH THE STATE OF MONTANA. X 1 1 X X X X X 0 0 0 0 0 0 0 0 0 CRAIG AASVED CHIEF EXECUTIVE OFFICER 343962 0 0 0 7200 0 19800 0 41516 0 412478 0 0 0 KEITH FOSTER PHYSICIAN 352404 0 0 0 0 0 19800 0 32664 0 404868 0 0 0 SETH SIMPSON PHYSICIAN 336609 0 0 0 0 0 19800 0 38666 0 395075 0 0 0 KIMBER PEZZONI PHYSICIAN 310540 0 0 0 0 0 19388 0 41616 0 371544 0 0 0 DR THOMAS HOFFMAN CMO OF PSYCHIATRY 300713 0 0 0 0 0 17519 0 40927 0 359159 0 0 0 DR ABE ELIAS CMO OF GENETICS 266270 0 0 0 0 0 16781 0 41236 0 324287 0 0 0 MARIA VALDENEGRO FORMER CFO 102414 0 0 0 0 0 6450 0 12081 0 120945 0 0 0 PART I, LINE 1A THE ONLY EMPLOYEE THAT RECEIVES A TRAVEL FOR COMPANIONS IS THE CEO - ALLOWED ONE TRAVEL WITH SPOUSE PER YEAR, WHICH IS APPROVED BY THE BOARD. THIS IS IN THE CEO'S CONTRACT. A MONTANA FACILITY FINANCE AUTHORITY 364615155 2020-10-29 56446709 NEW HOSPITAL BUILDING CONSTRUCTION 0 0 0 A 1150000 56446709 3067750 1128934 52250025 0 0 1 1 A 0 0 0 0 0 0 1 A 0 0 0 0 0 0 0 0 1 A 0 FORM 990, PART VI, SECTION A, LINE 3 FOR FISCAL YEAR-24 THE ORGANIZATION HAD A CONTRACT WITH B.E. SMITH TO PROVIDE INTERIM CFO SERVICES. THE ORGANIZATION'S INTERIM CFO, KELLEY GENTRY, WAS AN EMPLOYEE OF B.E. SMITH, BUT BECAME THE HOSPITAL'S CFO EFFECTIVE 10.09.23. COMPENSATION FOR SERVICES PROVIDED TO THE HOSPITAL BEFORE THIS, INCLUDE THE FOLLOWING: BASE COMPENSATION FOR SERVICES: $114,800 FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PRESENTED TO THE BOARD FOR REVIEW AND APPROVAL BEFORE IT IS FILED WITH THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C A PERSON SHALL BE DEEMED TO HAVE AN "INTEREST" IN A TRANSACTION IF HE OR SHE IS THE PARTY, ONE OF THE PARTIES, OR DIRECTLY RELATED TO A PARTY DEALING WITH THE CORPORATION, OR IF HE OR SHE HAS DIRECT OR INDIRECT INTEREST IN THE TRANSACTION. ANY TRUSTEE, OFFICER, MEDICAL STAFF MEMBER OR OTHER EMPLOYEE OR AGENT OF THE CORPORATION HAVING A DIRECT OR INDIRECT INTEREST IN A TRANSACTION PRESENTED TO THE BOARD FOR AUTHORIZATION, APPROVAL OR RATIFICATION SHALL MAKE A PROMPT, FULL AND FRANK DISCLOSURE OF HIS OR HER INTEREST TO THE BOARD PRIOR TO ACTION ON SUCH TRANSACTION. THAT PERSON SHALL NOT VOTE ON, OR USE HIS OR HER PERSONAL INFLUENCE ON, NOR PARTICIPATE IN THE DISCUSSION OR DELIBERATIONS WITH RESPECT TO SUCH TRANSACTION. THE MINUTES OF THE MEETINGS SHALL REFLECT THE DISCLOSURE MADE THE VOTE THEREON, THE ABSTENTION FROM VOTING AND PARTICIPATION, AND WHETHER A QUORUM WAS PRESENT. ANY TRANSACTION WHICH INVOLVES A TRUSTEE CONFLICT OF INTEREST MAY NOT BE AUTHORIZED, APPROVED OR RATIFIED BY A SINGLE TRUSTEE. FORM 990, PART VI, SECTION B, LINE 15 ANNUALLY THE ORGANIZATION USED AN OUTSIDE CONSULTANT TO STUDY ALL CATEGORIES OF JOBS AT THE HOSPITAL AND COMPARE THE HOSPITAL TO THE 50TH PERCENTILE OF THE NATIONAL COMPENSATION AVERAGE. THE CEO COMPENSATION IS REVIEWED ANNUALLY AND APPROVED BY THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS ARE ON FILE WITH THE STATE OF MONTANA AND AVAILABLE TO THE PUBLIC IF REQUESTED FROM THE STATE. CONFLICT OF INTEREST AND FINANCIAL STATEMENTS ARE NOT MADE READILY AVAILABLE TO THE GENERAL PUBLIC BUT ARE DISTRIBUTED TO THE BOARD OF TRUSTEES WHO REPRESENT THE PUBLIC. SHODAIR CHILDREN'S FOUNDATION PO BOX 5539 HELENA MT 59604 810365625 TO PROMOTE AND FURTHER OPERATIONS OF MONTANA CHILDREN'S HOME AND HOSPITAL MT 501(C)(3) LINE 7 MONTANA CHILDREN'S HOME AND HOSPITAL 1 0 0 1 0 0 0 0 0 0 0 1 1 1 1 1 0 1 0 0 SHODAIR CHILDREN'S FOUNDATION C 8482500 CASH CONTRIBUTION SHODAIR CHILDREN'S FOUNDATION K 696000 CASH PAID MONTANA CHILDREN'S FOUNDATION PO BOX 5539 HELENA MT 59604 810365625 0 0 0 9851262 9851262 642563 160641 0 0 0