MONTANA CHILDRENS HOME AND HOSPITAL: Form 990, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- MONTANA CHILDRENS HOME AND HOSPITAL (EIN 81-0231789)
- Tax period
- 2019-07-01 to 2020-06-30
- Filed
- 2021-04-06
- IRS object ID
- 202140969349300304
- Schema version
- 2019v5.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule H
- Schedule J
- Schedule O
- Schedule R
- Affiliated Group Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-04-06T06:22:03-05:00 | ReturnTs |
| Tax Period End | 2020-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 390758449 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WIPFLI LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1502 LONDON ROAD SUITE 200 | AddressLine1Txt |
| City | DULUTH | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55812 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2019-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 810231789 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MONTANA CHILDREN'S HOME & HOSPITAL INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MONT | BusinessNameControlTxt |
| Phone | 4064447500 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 5539 | AddressLine1Txt |
| City | HELENA | CityNm |
| State Abbreviation | MT | StateAbbreviationCd |
| ZIP | 59604 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CRAIG AASVED | PersonNm |
| Person Title | CHIEF EXECUTIVE OFFICER | PersonTitleTxt |
| Phone | 4064447500 | PhoneNum |
| Signature | 2021-04-01 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MICHAEL J PETERSON CPA | PreparerPersonNm |
| PTIN | P01833529 | PTIN |
| Phone | 2187224705 | PhoneNum |
| Preparation | 2021-04-01 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | CRAIG AASVED | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 5539 | AddressLine1Txt |
| City | HELENA | CityNm |
| State Abbreviation | MT | StateAbbreviationCd |
| ZIP | 59604 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $46,157,918 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.SHODAIR.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1942 | FormationYr |
| Legal Domicile State | MT | LegalDomicileStateCd |
| Activity Or Mission | TO PROVIDE INPATIENT CHILDREN'S PSYCHIATRIC SERVICES PRIMARILY TO LOW-INCOME MONTANA CHILDREN AGES 3-17 AND TO PROVIDE GENETIC TESTING AND COUNSELING TO PRIMARILY MONTANA FAMILIES. | ActivityOrMissionDesc |
| Voting Members Governing Body | 10 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 10 | VotingMembersIndependentCnt |
| Total Employee | 453 | TotalEmployeeCnt |
| Total Volunteers | 15 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $240,619 | PYContributionsGrantsAmt |
| CY Contributions Grants | $2,874,907 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $2,796,921 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $37,519,483 | CYProgramServiceRevenueAmt |
| PY Investment Income | $1,968 | PYInvestmentIncomeAmt |
| CY Investment Income | -$33,976 | CYInvestmentIncomeAmt |
| PY Other Revenue | $181,407 | PYOtherRevenueAmt |
| CY Other Revenue | $153,760 | CYOtherRevenueAmt |
| PY Total Revenue | $3,220,915 | PYTotalRevenueAmt |
| CY Total Revenue | $40,514,174 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $1,749,662 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $22,259,056 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $793,087 | PYOtherExpensesAmt |
| CY Other Expenses | $8,337,045 | CYOtherExpensesAmt |
| PY Total Expenses | $2,542,749 | PYTotalExpensesAmt |
| CY Total Expenses | $30,596,101 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $678,166 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $9,918,073 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $36,937,428 | TotalAssetsBOYAmt |
| Total Assets EOY | $51,480,992 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $2,899,072 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $7,517,830 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $34,038,356 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $43,963,162 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | TO HEAL, HELP AND INSPIRE HOPE. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $12,732,696 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $19,127,252 | RevenueAmt |
| Desc | 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. 259 CHILDREN WERE ADMITTED ON THESE UNITS DURING THE FISCAL YEAR. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $10,492,644 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $15,762,211 | RevenueAmt |
| Desc | 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. 820 CHILDREN WERE ADMITTED ON THESE UNITS DURING THE FISCAL YEAR. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,257,893 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $1,889,626 | RevenueAmt |
| Desc | 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 AND EDUCATION. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $492,868 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $740,394 | RevenueAmt |
| Desc | OTHER PROGRAM SERVICES | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $492,868 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $0 | TotalOtherProgSrvcGrantAmt |
| Total Other Prog Srvc Revenue | $740,394 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $24,976,101 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | Yes (1) | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | Yes (1) | OperateHospitalInd |
| Audited Financial Stmt Att | Yes (1) | AuditedFinancialStmtAttInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (1) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 30 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 453 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 10 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 10 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARIA VALDENEGRO | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4064447502 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2755 COLONIAL DRIVE | AddressLine1Txt |
| City | HELENA | CityNm |
| State Abbreviation | MT | StateAbbreviationCd |
| ZIP | 59601 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (17 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | OfficerOfficerInd | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd |
|---|---|---|---|---|---|---|---|---|
| KEITH FOSTER | ||||||||
| PHYSICIAN | 40.00 | Yes (X) | $335,874 | $0 | $47,012 | |||
| HEATHER ZALUSKI | ||||||||
| MEDICAL DIRECTOR | 40.00 | Yes (X) | $270,752 | $0 | $46,791 | |||
| KIMBER PEZZONI | ||||||||
| PHYSICIAN | 40.00 | Yes (X) | $256,809 | $0 | $47,076 | |||
| ABDALLAH ELIAS | ||||||||
| DIRECTOR OF GENETICS | 40.00 | Yes (X) | $244,397 | $0 | $44,913 | |||
| LISA PONFICK | ||||||||
| PHYSICIAN | 40.00 | Yes (X) | $198,727 | $0 | $27,183 | |||
| CRAIG AASVED | ||||||||
| CHIEF EXECUTIVE OFFICER | 30.00 | $283,986 | $0 | $48,549 | 10.00 | Yes (X) | ||
| MARIA VALDENEGRO | ||||||||
| CHIEF FINANCIAL OFFICER | 40.00 | $77,202 | $0 | $6,432 | Yes (X) | |||
| JANET HEDGES | ||||||||
| PRESIDENT | 1.00 | $0 | $0 | $0 | 0.50 | Yes (X) | Yes (X) | |
| EDWARD SURBRUGG | ||||||||
| VICE PRESIDENT | 1.00 | $0 | $0 | $0 | 0.50 | Yes (X) | Yes (X) | |
| JOSEPH SHEVLIN | ||||||||
| SECRETARY | 1.00 | $0 | $0 | $0 | 0.50 | Yes (X) | Yes (X) | |
| SANDRA SMITH | ||||||||
| TREASURER | 1.00 | $0 | $0 | $0 | 0.50 | Yes (X) | Yes (X) | |
| RITA GOWEN | ||||||||
| BOARD MEMBER | 1.00 | $0 | $0 | $0 | 0.50 | Yes (X) | ||
| DR BILL HASQUET | ||||||||
| BOARD MEMBER | 1.00 | $0 | $0 | $0 | 0.50 | Yes (X) | ||
| GALEN HOLLENBAUGH | ||||||||
| BOARD MEMBER | 1.00 | $0 | $0 | $0 | 0.50 | Yes (X) | ||
| JAMES RILEY JOHNSON | ||||||||
| BOARD MEMBER | 1.00 | $0 | $0 | $0 | 0.50 | Yes (X) | ||
| DR JOEL MAES | ||||||||
| BOARD MEMBER | 1.00 | $0 | $0 | $0 | 0.50 | Yes (X) | ||
| LEN WHEELER | ||||||||
| BOARD MEMBER | 1.00 | $0 | $0 | $0 | 0.50 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,667,747 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $267,956 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 20 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (4 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| THOMAS MANAGEMENT LLC | |||||
| 700 E FRANKLIN ROAD | MERIDIAN | ID | 83642 | CAFETERIA SERVICES | $618,232 |
| SMA ARCHITECTS | |||||
| 920 FRONT ST 101 | HELENA | MT | 59601 | ARCHITECTS FOR NEW BUILDING | $246,134 |
| WENDT INC | |||||
| 105 PARK DRIVE SOUTH | GREAT FALLS | MT | 59401 | ADVERTISING AND WEBSITE BUILD | $182,618 |
| WIPFLI LLP | |||||
| PO BOX 3160 | MILWAUKEE | WI | 53201 | AUDIT, TAX SERVICES AND GL SYSTEM IMPLEM | $181,318 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 4 | CntrctRcvdGreaterThan100KCnt |
| Related Organizations | $780,000 | RelatedOrganizationsAmt |
| Government Grants | $2,069,907 | GovernmentGrantsAmt |
| All Other Contributions | $25,000 | AllOtherContributionsAmt |
| Total Contributions | $2,874,907 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| ACUTE SERVICES | 623990 | $19,127,252 | $19,127,252 |
| RESIDENTIAL TREATMENT SERVICES | 623990 | $15,762,211 | $15,762,211 |
| GENETICS SERVICES | 621500 | $1,886,089 | $1,886,089 |
| PHARMACY | 446110 | $500,944 | $500,944 |
| CYTOGENETICS LABORATORY | 621500 | $3,537 | $3,537 |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $239,450 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $239,450 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $37,519,483 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $24,911 | TotalRevenueColumnAmt |
| Exclusion | $24,911 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $5,582,357 | SecuritiesAmt |
| Other | $2,500 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $5,579,262 | SecuritiesAmt |
| Other | $64,482 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $3,095 | SecuritiesAmt |
| Other | -$61,982 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$58,887 | TotalRevenueColumnAmt |
| Exclusion | -$58,887 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | ExclusionExclusionAmt |
|---|---|---|---|
| CAFETERIA SALES | 623990 | $128,175 | $128,175 |
| INSURANCE PROCEEDS | 900099 | $25,585 | $25,585 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $153,760 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $40,514,174 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $37,519,483 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $119,784 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $416,169 | TotalAmt |
| Management And General | $416,169 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,592,737 | TotalAmt |
| Program Services | $15,280,365 | ProgramServicesAmt |
| Management And General | $2,312,372 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $874,387 | TotalAmt |
| Program Services | $753,519 | ProgramServicesAmt |
| Management And General | $120,868 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,878,235 | TotalAmt |
| Program Services | $1,564,658 | ProgramServicesAmt |
| Management And General | $313,577 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,497,528 | TotalAmt |
| Program Services | $1,286,983 | ProgramServicesAmt |
| Management And General | $210,545 | ManagementAndGeneralAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $37,891 | TotalAmt |
| Management And General | $37,891 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $68,404 | TotalAmt |
| Management And General | $68,404 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $70,331 | TotalAmt |
| Management And General | $70,331 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,000 | TotalAmt |
| Management And General | $12,000 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $668,370 | TotalAmt |
| Program Services | $460,576 | ProgramServicesAmt |
| Management And General | $207,794 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $98,247 | TotalAmt |
| Program Services | $84 | ProgramServicesAmt |
| Management And General | $98,163 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $327,491 | TotalAmt |
| Program Services | $115,020 | ProgramServicesAmt |
| Management And General | $212,471 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,123,974 | TotalAmt |
| Program Services | $17,962 | ProgramServicesAmt |
| Management And General | $1,106,012 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $447,376 | TotalAmt |
| Program Services | $387,339 | ProgramServicesAmt |
| Management And General | $60,037 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $131,918 | TotalAmt |
| Program Services | $74,810 | ProgramServicesAmt |
| Management And General | $57,108 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $61,977 | TotalAmt |
| Program Services | $53,982 | ProgramServicesAmt |
| Management And General | $7,995 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,443,331 | TotalAmt |
| Program Services | $1,443,331 | ProgramServicesAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $604,611 | TotalAmt |
| Program Services | $511,149 | ProgramServicesAmt |
| Management And General | $93,462 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| MEDICAID UTILIZATION | $1,474,955 | $1,474,955 | |
| GENERAL SUPPLIES | $820,749 | $746,362 | $74,387 |
| LAB SUPPLIES | $410,557 | $410,557 | |
| EQUIPMENT AND MAINTENAN | $297,602 | $278,647 | $18,955 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $237,261 | TotalAmt |
| Program Services | $115,802 | ProgramServicesAmt |
| Management And General | $121,459 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $30,596,101 | TotalAmt |
| Program Services | $24,976,101 | ProgramServicesAmt |
| Management And General | $5,620,000 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -$519,579 | BOYAmt |
| EOY | $66,629 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,319,273 | BOYAmt |
| EOY | $4,800,687 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,285,273 | BOYAmt |
| EOY | $12,382,876 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $163,614 | BOYAmt |
| EOY | $159,410 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $256,029 | BOYAmt |
| EOY | $312,285 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $25,663,741 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $14,197,267 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,944,907 | BOYAmt |
| EOY | $11,466,474 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,623,793 | BOYAmt |
| EOY | $21,650,490 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $900 | BOYAmt |
| EOY | $900 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $863,218 | BOYAmt |
| EOY | $641,241 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $36,937,428 | BOYAmt |
| EOY | $51,480,992 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,899,072 | BOYAmt |
| EOY | $3,876,830 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $3,641,000 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,899,072 | BOYAmt |
| EOY | $7,517,830 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $34,020,356 | BOYAmt |
| EOY | $43,942,162 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,000 | BOYAmt |
| EOY | $21,000 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $34,038,356 | BOYAmt |
| EOY | $43,963,162 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $36,937,428 | BOYAmt |
| EOY | $51,480,992 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $9,918,073 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $6,733 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Hospital | Yes (X) | HospitalInd |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Belongs Afflt Grp | Yes (X) | OrganizationBelongsAffltGrpInd |
Total Grassroots Lobbying TotalGrassrootsLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
| Affiliated Group Total | $0 | AffiliatedGroupTotalAmt |
Total Direct Lobbying TotalDirectLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $12,000 | FilingOrganizationsTotalAmt |
| Affiliated Group Total | $12,000 | AffiliatedGroupTotalAmt |
Total Lobbying Expend TotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $12,000 | FilingOrganizationsTotalAmt |
| Affiliated Group Total | $12,000 | AffiliatedGroupTotalAmt |
Other Exempt Purpose Expend OtherExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $30,559,435 | FilingOrganizationsTotalAmt |
| Affiliated Group Total | $32,035,086 | AffiliatedGroupTotalAmt |
Total Exempt Purpose Expend TotalExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $30,571,435 | FilingOrganizationsTotalAmt |
| Affiliated Group Total | $32,047,086 | AffiliatedGroupTotalAmt |
Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $1,000,000 | FilingOrganizationsTotalAmt |
| Affiliated Group Total | $1,000,000 | AffiliatedGroupTotalAmt |
Grassroots Nontaxable GrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $250,000 | FilingOrganizationsTotalAmt |
| Affiliated Group Total | $250,000 | AffiliatedGroupTotalAmt |
Tot Lbbyng Grassroot Mns Non Tx TotLbbyngGrassrootMnsNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
| Affiliated Group Total | $0 | AffiliatedGroupTotalAmt |
Tot Lbby Expend Mns Lbbyng Non Tx TotLbbyExpendMnsLbbyngNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
| Affiliated Group Total | $0 | AffiliatedGroupTotalAmt |
Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $1,000,000 | CurrentYearMinus3Amt |
| Current Year Minus2 | $1,000,000 | CurrentYearMinus2Amt |
| Current Year Minus1 | $1,000,000 | CurrentYearMinus1Amt |
| Current Year | $1,000,000 | CurrentYearAmt |
| Total | $4,000,000 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $6,000,000 | LobbyingCeilingAmt |
Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $47,534 | CurrentYearMinus3Amt |
| Current Year Minus2 | $200,000 | CurrentYearMinus2Amt |
| Current Year Minus1 | $400,263 | CurrentYearMinus1Amt |
| Current Year | $12,000 | CurrentYearAmt |
| Total | $659,797 | TotalAmt |
Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $250,000 | CurrentYearMinus3Amt |
| Current Year Minus2 | $250,000 | CurrentYearMinus2Amt |
| Current Year Minus1 | $250,000 | CurrentYearMinus1Amt |
| Current Year | $250,000 | CurrentYearAmt |
| Total | $1,000,000 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $1,500,000 | GrassrootsCeilingAmt |
Schedule D IRS990ScheduleD
Art Public Exhibition Amounts ArtPublicExhibitionAmountsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Assets Included | $5,000 | AssetsIncludedAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collection Used Pub Exhibition | Yes (X) | CollectionUsedPubExhibitionInd |
| Solicited Assets Sale | 0 | SolicitedAssetsSaleInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,972,110 | BeginningYearBalanceAmt |
| Contributions | $1,700 | ContributionsAmt |
| Investment Earnings Or Losses | $52,999 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $2,026,809 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,966,113 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $5,997 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $1,972,110 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,894,146 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $71,967 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $1,966,113 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,751,662 | BeginningYearBalanceAmt |
| Contributions | $2,500 | ContributionsAmt |
| Investment Earnings Or Losses | $139,984 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $1,894,146 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,600,297 | BeginningYearBalanceAmt |
| Contributions | $700 | ContributionsAmt |
| Investment Earnings Or Losses | $150,665 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $1,751,662 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.00000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.42500 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.57500 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | Yes (1) | EndowmentsHeldRelatedOrgInd |
| Related Org List Sch R | Yes (1) | RelatedOrgListSchRInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $834,433 | OtherCostOrOtherBasisAmt |
| Book Value | $834,433 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $12,854,651 | OtherCostOrOtherBasisAmt |
| Depreciation | $8,137,759 | DepreciationAmt |
| Book Value | $4,716,892 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $10,156,004 | OtherCostOrOtherBasisAmt |
| Depreciation | $6,059,508 | DepreciationAmt |
| Book Value | $4,096,496 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,818,653 | OtherCostOrOtherBasisAmt |
| Book Value | $1,818,653 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $11,466,474 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PAYROLL PROTECTION PROGRAM LOAN PAYABLE | Desc |
| Amt | $3,641,000 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $3,641,000 | TotalLiabilityAmt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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. |
Schedule H IRS990ScheduleH
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Assistance Policy | Yes (1) | FinancialAssistancePolicyInd |
| Written Policy | Yes (1) | WrittenPolicyInd |
| All Hospitals Policy | Yes (X) | AllHospitalsPolicyInd |
| FPG Reference Free Care | Yes (1) | FPGReferenceFreeCareInd |
| Percent200 | Yes (X) | Percent200Ind |
| FPG Reference Discounted Care | Yes (1) | FPGReferenceDiscountedCareInd |
Discounted Care Oth Percentage DiscountedCareOthPercentageGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | Yes (X) | OtherInd |
| Discounted Care Other | 500.000000000000 | DiscountedCareOtherPct |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Free Care Medically Indigent | Yes (1) | FreeCareMedicallyIndigentInd |
| Financial Assistance Budget | Yes (1) | FinancialAssistanceBudgetInd |
| Expenses Exceed Budget | 0 | ExpensesExceedBudgetInd |
| Annual Community Bnft Report | 0 | AnnualCommunityBnftReportInd |
Financial Assistance At Cost Typ FinancialAssistanceAtCostTyp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $1,564,066 | TotalCommunityBenefitExpnsAmt |
| Net Community Benefit Expns | $1,564,066 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.05120 | TotalExpensePct |
Unreimbursed Medicaid UnreimbursedMedicaidGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $19,941,211 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $29,996,832 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $0 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00000 | TotalExpensePct |
Unreimbursed Costs UnreimbursedCostsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $1,955,516 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $1,134,738 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $820,778 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.02690 | TotalExpensePct |
Total Financial Assistance Typ TotalFinancialAssistanceTyp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $23,460,793 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $31,131,570 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $2,384,844 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.07810 | TotalExpensePct |
Cash And In Kind Contributions CashAndInKindContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $40,680 | TotalCommunityBenefitExpnsAmt |
| Net Community Benefit Expns | $40,680 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00130 | TotalExpensePct |
Total Other Benefits TotalOtherBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $40,680 | TotalCommunityBenefitExpnsAmt |
| Net Community Benefit Expns | $40,680 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00130 | TotalExpensePct |
Total Community Benefits TotalCommunityBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $23,501,473 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $31,131,570 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $2,425,524 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.07940 | TotalExpensePct |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bad Debt Expense Reported | 0 | BadDebtExpenseReportedInd |
| Bad Debt Expense | $44,895 | BadDebtExpenseAmt |
| Bad Debt Expense Attributable | $0 | BadDebtExpenseAttributableAmt |
Costing Methodology Used CostingMethodologyUsedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cost To Charge Ratio | Yes (X) | CostToChargeRatioInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Written Debt Collection Policy | Yes (1) | WrittenDebtCollectionPolicyInd |
| Financial Assistance Prvsn | Yes (1) | FinancialAssistancePrvsnInd |
| Hospital Facilities | 1 | HospitalFacilitiesCnt |
Hospital Facilities HospitalFacilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Facility | 1 | FacilityNum |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MONTANA CHILDREN'S HOME & HOSPITAL INC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 5539 | AddressLine1Txt |
| City | HELENA | CityNm |
| State Abbreviation | MT | StateAbbreviationCd |
| ZIP | 59604 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| State License | 13007 | StateLicenseNum |
| Licensed Hospital | Yes (X) | LicensedHospitalInd |
| Childrens Hospital | Yes (X) | ChildrensHospitalInd |
Hospital Fclty Policies Prctc HospitalFcltyPoliciesPrctcGrp
Hospital Facility Name HospitalFacilityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SHODAIR CHILDREN'S HOSPITAL | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Facility | 1 | FacilityNum |
| First Licensed CY Or PY | 0 | FirstLicensedCYOrPYInd |
| Tax Exempt Hospital CY Or PY | 0 | TaxExemptHospitalCYOrPYInd |
| CHNA Conducted | Yes (1) | CHNAConductedInd |
| Community Definition | Yes (X) | CommunityDefinitionInd |
| Community Demographics | Yes (X) | CommunityDemographicsInd |
| Existing Resources | Yes (X) | ExistingResourcesInd |
| How Data Obtained | Yes (X) | HowDataObtainedInd |
| Community Health Needs | Yes (X) | CommunityHealthNeedsInd |
| Other Health Issues | Yes (X) | OtherHealthIssuesInd |
| Community Hlth Needs Id Process | Yes (X) | CommunityHlthNeedsIdProcessInd |
| Consulting Process | Yes (X) | ConsultingProcessInd |
| Prior CHNA Impact | Yes (X) | PriorCHNAImpactInd |
| CHNA Conducted | 18 | CHNAConductedYr |
| Take Into Account Others Input | Yes (1) | TakeIntoAccountOthersInputInd |
| CHNA Conducted With Other Fclts | 0 | CHNAConductedWithOtherFcltsInd |
| CHNA Conducted With Non Fclts | 0 | CHNAConductedWithNonFcltsInd |
| CHNA Report Widely Available | Yes (1) | CHNAReportWidelyAvailableInd |
| Rpt Available On Own Website | Yes (X) | RptAvailableOnOwnWebsiteInd |
| Own Website URL | SEE SUPPLEMENTAL INFORMATION | OwnWebsiteURLTxt |
| Paper Copy Public Inspection | Yes (X) | PaperCopyPublicInspectionInd |
| Implementation Strategy Adopt | Yes (1) | ImplementationStrategyAdoptInd |
| Implementation Strategy Adpt | 18 | ImplementationStrategyAdptYr |
| Strategy Posted Website | Yes (1) | StrategyPostedWebsiteInd |
| Strategy Website URL | HTTPS://SHODAIR.ORG/RESOURCES/#CHNA-AND-CHIP | StrategyWebsiteURLTxt |
| Organization Incur Excise Tax | 0 | OrganizationIncurExciseTaxInd |
| Elig Criteria Explained | Yes (1) | EligCriteriaExplainedInd |
| FPG Family Incm Lmt Free Dscnt | Yes (X) | FPGFamilyIncmLmtFreeDscntInd |
| FPG Family Incm Lmt Free Care | 200.000000000000 | FPGFamilyIncmLmtFreeCarePct |
| FPG Family Incm Lmt Dscnt Care | 500.000000000000 | FPGFamilyIncmLmtDscntCarePct |
| Income Level Criteria | Yes (X) | IncomeLevelCriteriaInd |
| Medical Indigency Criteria | Yes (X) | MedicalIndigencyCriteriaInd |
| Underinsurance Stat Criteria | Yes (X) | UnderinsuranceStatCriteriaInd |
| Explained Basis | Yes (1) | ExplainedBasisInd |
| App Financial Asst Expln | Yes (1) | AppFinancialAsstExplnInd |
| Described Info | Yes (X) | DescribedInfoInd |
| Described Suprt Doc | Yes (X) | DescribedSuprtDocInd |
| Provided Hospital Contact | Yes (X) | ProvidedHospitalContactInd |
| Includes Publicity Measures | Yes (1) | IncludesPublicityMeasuresInd |
| FAP Available On Website | Yes (X) | FAPAvailableOnWebsiteInd |
| FAP Available On Website URL | HTTPS://SHODAIR.ORG/RESOURCES/#FINANCIAL-ASSISTANCE-POLICY | FAPAvailableOnWebsiteURLTxt |
| FAP App Available On Website | Yes (X) | FAPAppAvailableOnWebsiteInd |
| FAP App Available On Website URL | HTTPS://SHODAIR.ORG/WP-CONTENT/UPLOADS/2020/01/SHOCARE-FAP-TABLE-2019-FINAL | FAPAppAvailableOnWebsiteURLTxt |
| FAP Summary On Website | Yes (X) | FAPSummaryOnWebsiteInd |
| FAP Summary On Website URL | HTTPS://SHODAIR.ORG/WP-CONTENT/UPLOADS/2019/01/SHOCARE_BROCHURE_FINAL.PDF | FAPSummaryOnWebsiteURLTxt |
| FAP Avlbl On Request No Charge | Yes (X) | FAPAvlblOnRequestNoChargeInd |
| FAP App Avlbl On Request No Chrg | Yes (X) | FAPAppAvlblOnRequestNoChrgInd |
| FAP Sum Avlbl On Request No Chrg | Yes (X) | FAPSumAvlblOnRequestNoChrgInd |
| Notified FAP Copy Bill Display | Yes (X) | NotifiedFAPCopyBillDisplayInd |
| Communtity Notified FAP | Yes (X) | CommuntityNotifiedFAPInd |
| Other Publicity | Yes (X) | OtherPublicityInd |
| FAP Actions On Nonpayment | Yes (1) | FAPActionsOnNonpaymentInd |
| Permit No Actions | Yes (X) | PermitNoActionsInd |
| Collection Activities | 0 | CollectionActivitiesInd |
| Provided Written Notice | Yes (X) | ProvidedWrittenNoticeInd |
| Made Effort Orally Notify | Yes (X) | MadeEffortOrallyNotifyInd |
| Processed FAP Application | Yes (X) | ProcessedFAPApplicationInd |
| Made Presumptive Elig Determ | Yes (X) | MadePresumptiveEligDetermInd |
| Nondis Emergency Care Policy | 0 | NondisEmergencyCarePolicyInd |
| No Emergency Care | Yes (X) | NoEmergencyCareInd |
| Look Back Medicaid Medcr Prvt | Yes (X) | LookBackMedicaidMedcrPrvtInd |
| Amounts Generally Billed | 0 | AmountsGenerallyBilledInd |
| Gross Charges | Yes (1) | GrossChargesInd |
Supplemental Information SupplementalInformationGrp (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SHODAIR CHILDREN'S HOSPITAL | PART V, SECTION B, LINE 5: FOR THE 2018 CHNA, MEMBERS OF THE ORGANIZATION TRAVELED EXTENSIVELY THROUGHOUT THE STATE OF MONTANA MEETING WITH STAKEHOLDERS INCLUDING HOSPITAL STAFF, SCHOOLS AND GOVERNMENT AGENCIES. LOCALLY, MUCH TIME WAS DEDICATED TO INTERVIEWING KEY STAKEHOLDERS AT VARIOUS ORGANIZATIONS AND AGENCIES SERVING CHILDREN AND YOUTH. FOLLOW UP ON-LINE SURVEYS WERE SENT TO STAKEHOLDERS IN COMMUNITIES AROUND MONTANA. OTHER HOSPITAL CHNA'S WERE ALSO REVIEWED FOR IDENTIFYING LOCAL NEEDS IDENTIFIED IN THOSE COMMUNITIES. |
| SHODAIR CHILDREN'S HOSPITAL | PART V, SECTION B, LINE 7D: PART V, SECTION B, LINE 7A:HTTPS://SHODAIR.ORG/RESOURCES/#CHNA-AND-CHIP |
| SHODAIR CHILDREN'S HOSPITAL | PART V, SECTION B, LINE 11: FOCUS AREA 1: WORK WITH ONE LOCAL NEIGHBORHOOD IN ADDRESSING THE SOCIAL DETERMINATES OF HEALTH INCLUDING ACCESS TO LOCAL HEALTH SERVICES, AFFORDABLE AND STABLE HOUSING, AFFORDABLE AND RELIABLE DAY CARE AND ACCESS TO HEALTHY FOOD CHOICES. THIS IS BEING DONE THROUGH A COLLABORATIVE EFFORT OF THE COMMUNITY STAKEHOLDERS, INCLUDING THE RESIDENTS IN THE NEIGHBORHOOD. SHODAIR IS THE ORGANIZER OF THESE EFFORTS. SHODAIR HELPED COORDINATE HAVING A SCHOOL IN THE NEIGHBORHOOD SERVE FREE LUNCHES DURING THE SUMMER. ONE OF SHODAIR'S RECREATIONAL THERAPISTS BEGAN DESIGNING THE 10 WEEK PROGRAM ACTIVITY CALENDAR BEFORE THE PANDEMIC HIT; HOWEVER, WE ARE NOW LOOKING TOWARDS SUMMER 2021 TO RESTART THOSE NEIGHBORHOOD EFFORTS. FOCUS AREA 2: WORK WITH ONE NATIVE AMERICAN TRIBE IN MONTANA TO PROVIDE EDUCATION ON THE EFFECTS OF TOXIC STRESS ON CHILDREN AND THEIR BRAIN DEVELOPMENT AND BEHAVIORS. THIS EFFORT WILL BE IN PARTNERSHIP WITH THE LOCAL TRIBAL HEALTH LEADERS AND OTHERS THAT WISH TO PARTICIPATE. SHODAIR HAS DEVELOPED A RELATIONSHIP WITH THE FORT PECK TRIBE AND SHODAIR'S OUTPATIENT PROGRAM IS CURRENTLY SEEING KIDS FROM THE TRIBE'S FIVE SCHOOL-BASED CLINICS THROUGH OUR TELEMEDICINE SYSTEM. FOCUS AREA 3: BECOME A LEADING RESOURCE OF INFORMATION ON CHILDREN AND YOUTH MENTAL HEALTH ISSUES TO STAKEHOLDERS THROUGHOUT MONTANA INCLUDING SCHOOLS AND BUSINESS LEADERS. SHODAIR WAS ABLE TO CONDUCT TWO ESSAY CONTESTS FOR SCHOOL STUDENTS RELATED TO MENTAL HEALTH AWARENESS. THE FIRST ESSAY CONTEST WAS HELD LOCALLY IN SEPTEMBER OF 2019 AND CENTERED AROUND COMBATING THE STIGMA OF MENTAL ILLNESS. THE WINNERS EACH RECEIVED A $500 SCHOLARSHIP. IN SEPTEMBER OF 2020 THE SECOND ESSAY CONTEST WAS HELD ON A STATEWIDE LEVEL INVITING HIGH SCHOOL STUDENTS TO SUBMIT AN ESSAY ON SUICIDE PREVENTION. THE FOUR WINNERS EACH RECEIVED A $2,500 SCHOLARSHIP. SHODAIR PRESENTED AN EDUCATION SESSION ON ACES AT THE ANNUAL MONTANA HOSPITAL ASSOCIATION FALL CONFERENCE IN 2019. CURRENTLY, OTHER OUTREACH EFFORTS HAVE BEEN STIFLED BY THE PANDEMIC FOR 2020. |
| 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. |
Supplemental Information Detail SupplementalInformationDetail (15 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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 $ 59,875. |
| PART II, COMMUNITY BUILDING ACTIVITIES: | IN THE PAST YEAR THE ORGANIZATION, THROUGH COLLABORATION WITH COMMUNITY LEADERS EXPANDED ITS MUCH NEEDED OUTPATIENT MENTAL HEALTH SERVICES TO TWO LARGE CITIES IN MONTANA BY THE OPENING OF OUTPATIENT CLINICS IN THOSE COMMUNITIES. THIS HAD THE RESULT OF INCREASING ACCESS TO TIMELY LOCAL MENTAL HEALTH SERVICES AND REDUCING THE AMOUNT OF TRAVEL REQUIRED BY THOSE RESIDING IN NEARBY RURAL COMMUNITIES. |
| PART III, LINE 2: | THIS AMOUNT IS CALCULATED BY MULTIPLYING THE TOTAL CHARGES FOR SERVICES WRITTEN OFF AS BAD DEBT BY THE COST TO CHARGE RATIO. |
| PART III, LINE 3: | THE AMOUNT OF BAD DEBT EXPENSE ATTRIBUTABLE TO PATIENTS ELIGIBLE UNDER THE ORGANIZATION'S CHARITY FINANCIAL ASSISTANCE POLICY IS DETERMINED BY THE ORGANIZATION USING INFORMATION AVAILABLE TO MAKE AN EDUCATED ESTIMATE. |
| PART III, LINE 4: | THE ORGANIZATION DESCRIBES THE RECEIVABLES AND CREDIT POLICY AROUND PATIENT ACCOUNTS ON PAGE 12 OF THE ATTACHED FINANCIAL STATEMENTS. |
| PART III, LINE 8: | THE ORGANIZATION DID NOT HAVE ANY MEDICARE PAYMENTS OR CLAIMS IN TAX YEAR 2019. |
| 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 EVER 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: | IN ADDITION TO THE CHNA, THE ORGANIZATION PERIODICALLY CONDUCTS A STRATEGIC PLANNING PROCESS THAT IDENTIFIES NEEDS AND OPPORTUNITIES TO MEET NEEDS. THE NEXT SCHEDULED STRATEGIC PLAN UPDATE IS SCHEDULED TO START JANUARY 2021. IT IS ALSO 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. |
| PART VI, LINE 4: | THE ORGANIZATION IS CENTRALLY LOCATED IN THE STATE OF MONTANA AND SERVES CHILDREN FROM AROUND THE ENTIRE STATE. IN 2020 PATIENTS WERE ADMITTED FROM OVER 40 OF THE STATE'S 56 COUNTIES. THE PRIMARY SERVICE AREA THOUGH THAT ACCOUNTS FOR NEARLY 70% OF ITS PATIENTS IS WITHIN A 150-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. |
| 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. INVOLVEMENT IN COMMUNITY PLANNING, CONFERENCES AND SERVING ON BOARDS IS A COMMON OCCURRENCE. THE ORGANIZATION IS THE ONLY PROVIDER WITH A DEDICATED ACUTE UNIT FOR YOUNGER CHILDREN IN THE STATE (AGES 3-10). ALMOST ALL YOUNGER CHILDREN ADMITTED TO THIS ACUTE UNIT ARE COMING FROM LOW-INCOME FAMILIES. THIS MAKES THE ORGANIZATION'S SERVICE INVALUABLE TO THIS POPULATION. 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: | THE ORGANIZATION IS NOT REQUIRED TO FILE A COMMUNITY BENEFIT REPORT WITH THE STATE OF MT. |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Club Dues Or Fees | Yes (X) | ClubDuesOrFeesInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (6 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| KEITH FOSTER | ||||||||||||||
| PHYSICIAN | $330,575 | $0 | $5,299 | $0 | $0 | $0 | $14,952 | $0 | $32,060 | $0 | $382,886 | $0 | $0 | $0 |
| HEATHER ZALUSKI | ||||||||||||||
| MEDICAL DIRECTOR | $266,272 | $0 | $4,480 | $0 | $0 | $0 | $16,268 | $0 | $30,523 | $0 | $317,543 | $0 | $0 | $0 |
| KIMBER PEZZONI | ||||||||||||||
| PHYSICIAN | $252,525 | $0 | $4,284 | $0 | $0 | $0 | $15,495 | $0 | $31,581 | $0 | $303,885 | $0 | $0 | $0 |
| ABDALLAH ELIAS | ||||||||||||||
| DIRECTOR OF GENETICS | $240,384 | $0 | $4,013 | $0 | $0 | $0 | $14,682 | $0 | $30,231 | $0 | $289,310 | $0 | $0 | $0 |
| LISA PONFICK | ||||||||||||||
| PHYSICIAN | $195,495 | $0 | $3,232 | $0 | $0 | $0 | $12,029 | $0 | $15,154 | $0 | $225,910 | $0 | $0 | $0 |
| CRAIG AASVED | ||||||||||||||
| CHIEF EXECUTIVE OFFICER | $267,018 | $0 | $9,768 | $0 | $7,200 | $0 | $16,489 | $0 | $32,060 | $0 | $332,535 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 1A | FormAndLineReferenceDesc |
| Explanation | THE ONLY EMPLOYEE THAT RECEIVES HEALTH OR SOCIAL CLUB DUES IS THE CEO OF THE HOSPITAL AND IT IS CONSIDERED TAXABLE COMPENSATION. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11B | A DRAFT OF 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. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MONTANA CHILDREN'S FOUNDATION | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 5539 | AddressLine1Txt |
| City | HELENA | CityNm |
| State Abbreviation | MT | StateAbbreviationCd |
| ZIP | 59604 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 810365625 | EIN |
| Primary Activities | TO PROMOTE AND FURTHER OPERATIONS OF MONTANA CHILDREN'S HOME AND HOSPITAL | PrimaryActivitiesTxt |
| Legal Domicile State | MT | LegalDomicileStateCd |
| Exempt Code Section | 501(C)(3) | ExemptCodeSectionTxt |
| Public Charity Status | LINE 7 | PublicCharityStatusTxt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MONTANA CHILDREN'S HOME & HOSPITAL INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Organization | Yes (1) | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (1) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | Yes (1) | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | Yes (1) | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (1) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (1) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | Yes (1) | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (2 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| MONTANA CHILDREN'S FOUNDATION | ||
| C | $780,000 | CASH CONTRIBUTION |
| MONTANA CHILDREN'S FOUNDATION | ||
| Q | $715,000 | CASH REIMBURSEMENT |
Affiliated Group Schedule AffiliatedGroupSchedule
Affiliated Schedule AffiliatedScheduleGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MONTANA CHILDREN'S FOUNDATION | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 5539 | AddressLine1Txt |
| City | HELENA | CityNm |
| State Abbreviation | MT | StateAbbreviationCd |
| ZIP | 59604 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 810365625 | EIN |
| Total Grassroots Lobby | $0 | TotalGrassrootsLobbyAmt |
| Total Direct Lobby | $0 | TotalDirectLobbyAmt |
| Total Lobby Expenditure | $0 | TotalLobbyExpenditureAmt |
| Other Exempt Purpose Expend | $1,475,651 | OtherExemptPurposeExpendAmt |
| Total Exempt Purpose Expend | $1,475,651 | TotalExemptPurposeExpendAmt |
| Lobby Nontx | $222,565 | LobbyNontxAmt |
| Grassroots Nontx | $55,641 | GrassrootsNontxAmt |
| Total Lobby Grssroot Mns Nontx | $0 | TotalLobbyGrssrootMnsNontxAmt |
| Tot Lbby Expend Mns Lobby Nontx | $0 | TotLbbyExpendMnsLobbyNontxAmt |
| Share Excess Lobby Expend | $0 | ShareExcessLobbyExpendAmt |