ST MARY'S HOSPITAL FOUNDATION

EIN: 237001007 501(c)(3)

GRAND JUNCTION, CO

Total Revenue
$5,665,964
Total Expenses
$5,282,357
Total Assets
$22,081,535
Net Assets
$21,096,469
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Financial Trends

Organization Details

Formation Year
1967
Legal Domicile
CO
Principal Officer
CARMEN SHIPLEY
Phone
8018427851
Tax Period
2023-01-01 to 2023-12-31

ST MARY'S HOSPITAL FOUNDATION, founded in 1967, is a community nonprofit that reported $5.7M in total revenue in fiscal year 2023. Expenses of $5.3M left a modest 7% surplus.

Mission

WE REVEAL AND FOSTER GOD'S HEALING LOVE BY IMPROVING THE HEALTH OF THE PEOPLE AND COMMUNITIES WE SERVE, ESPECIALLY THOSE WHO ARE POOR AND VULNERABLE.

Program Service Accomplishments

Program 1
Expenses: $4,300,793 Revenue: $0

THE PROMISE OF HEALTHCARE PHILANTHROPY IS THE ABILITY TO CHANGE LIVES AND THE POWER TO SAVE LIVES. THE ST. MARY'S HOSPITAL FOUNDATION DEVELOPS THE RESOURCES THAT HELP KEEP AND EXPAND THIS PROMISE TO...

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THE PROMISE OF HEALTHCARE PHILANTHROPY IS THE ABILITY TO CHANGE LIVES AND THE POWER TO SAVE LIVES. THE ST. MARY'S HOSPITAL FOUNDATION DEVELOPS THE RESOURCES THAT HELP KEEP AND EXPAND THIS PROMISE TO THE PEOPLE WHO TRUST ST. MARY'S HOSPITAL AND MEDICAL CENTER, INC., TO CARE FOR THEM. IT IS COMMITTED TO ADVANCING THE PROMISE OF LIFE THROUGH PHILANTHROPY. THE FOUNDATION'S FUNDRAISING EFFORTS ENSURE THAT THE HOSPITAL IS ABLE TO MEET THE COMMUNITY'S HEALTHCARE NEEDS. ST. MARY'S HOSPITAL FOUNDATION WAS PART OF THE SISTERS OF CHARITY OF LEAVENWORTH HEALTH SYSTEM. ON APRIL 1, 2022, INTERMOUNTAIN HEALTH CARE, INC. AND SISTERS OF CHARITY OF LEAVENWORTH HEALTH SYSTEM, INC. AFFILIATED, CREATING A MODEL HEALTH SYSTEM THAT PROVIDES HIGH-QUALITY, ACCESSIBLE, AND AFFORDABLE HEALTHCARE TO COMMUNITIES IN UTAH, IDAHO, NEVADA, COLORADO, MONTANA, WYOMING, AND KANSAS. THE ORGANIZATION EMPLOYS MORE THAN 66,000 CAREGIVES, OPERATES 33 HOSPITALS (INCLUDING ONE VIRTUAL HOSPITAL), AND RUNS HUNDREDS OF CLINICS, WHILE PROVIDING HEALTH INSURANCE TO OVER ONE MILLION PEOPLE IN UTAH, IDAHO AND NEVADA.AS PART OF INTERMOUNTAIN HEALTHCARE, ST. MARY'S HOSPITAL FOUNDATION HAS DIRECT ACCESS TO BEST PRACTICES, RESOURCES, TECHNOLOGY, TALENT AND STRATEGIC CAPITAL.MAJOR AREAS OF SUPPORT DURING THE YEAR INCLUDED:ROSE HILL HOSPITALITY HOUSE ROSE HILL HOUSE REFLECTS THE COMPASSION AND GENEROSITY OF OUR COMMUNITY BY PROVIDING A FREE, COMFORTABLE, HOME-LIKE SETTING WHERE FAMILIES CAN HAVE A REST FROM THE OFTEN CRITICAL CONCERNS ASSOCIATED WITH THE HEALTH OF A LOVED ONE. PATIENTS COME TO ST. MARY'S FROM MANY DISTANT PLACES TO RECEIVE MEDICAL ASSISTANCE OFTEN NOT AVAILABLE OUTSIDE OF GRAND JUNCTION. ST. MARY'S HOSPITAL FOUNDATION RECOGNIZES THE IMPORTANCE OF MEETING THE NEEDS OF FAMILY AND FRIENDS SUPPORTING A LOVED ONE IN THE HEALING PROCESS. CANCER ASSISTANCE FUND THE ST. MARY'S HOSPITAL FOUNDATION ALSO FINANCIALLY SUPPORTS ST. MARY'S CANCER PROGRAMS. ST. MARY'S IS PROUD TO OFFER A COMPREHENSIVE CANCER PROGRAM FOR PATIENTS FROM DIAGNOSIS, THROUGH TREATMENT, AND BEYOND. AS HEALTHCARE CHANGES, WE HAVE IDENTIFIED THE NEED FOR NOT ONLY PREVENTATIVE MEDICINE, BUT TO PROVIDE HOLISTIC CARE TO OUR PATIENTS. THE CANCER ASSISTANCE FUND PROVIDES RESOURCES TO EDUCATE, SUPPORT, AND EMPOWER THOSE AFFECTED BY CANCER TO TAKE CHARGE OF THEIR HEALTH SO THEY CAN TRULY THRIVE AND SUPPORTS THE PHYSICAL, EMOTIONAL, SOCIAL, SPIRITUAL, AND ECONOMIC ASPECTS OF THEIR CANCER JOURNEY. THIS INCLUDES A VARIETY OF SERVICES FOR CANCER PATIENTS AND THEIR FAMILIES INCLUDING: ART EXPLORATION CLASSES, SUPPORT GROUPS, CANCER EDUCATION AND SCREENING EVENTS, A RESOURCE LIBRARY, EQUINE THERAPY, PATIENT ADVISORY TEAMS, REHABILITATION, THERAPEUTIC MASSAGE, AND NUTRITION AND EXERCISE RETREATS. MEALS ON WHEELS OF MESA COUNTYST. MARY'S HOSPITAL FOUNDATION IS PROUD TO SPONSOR THE MEALS ON WHEELS PROGRAM OF MESA COUNTY. THE ST. MARY'S FOUNDATION RAISES FUNDS TO SUPPORT MEALS ON WHEELS MESA COUNTY, A HOSPITAL AND GOVERNMENT SPONSORED PROGRAM TO PROVIDE NOURISHING MEALS TO THE HOMEBOUND AND TO OTHERS THAT ARE IN NEED. PROGRAM REVENUE ASSOCIATED WITH THE PROGRAM REPRESENTS A VOLUNTARY CO-PAYMENT FOR THE MEALS AND IS NOT A REQUIREMENT FOR RECEIVING A MEAL.CARING FOR THE CAREGIVERAT ST. MARY'S REGIONAL HOSPITAL, OUR CAREGIVERS ARE OUR MOST VALUABLE ASSET. THE FOUNDATION RAISES FUNDS THROUGH THE CARING FOR THE CAREGIVER FUND THAT SUPPORTS THE WELL-BEING OF OUR CAREGIVERS THROUGH EUDCATION, SOCIAL SUPPORT, SELF-CARE ACTIVITIES, AND MEANINGFUL RECOGNITION AND IS AN IMPORTANT FOCUS OF ST. MARY'S FOUNDATION. TO ENHANCE AND SUSTAIN THE HEALTH AND WELL-BEING OF OUR CLINICAL WORKFORCE, THE FOUNDATION CREATED THIS FUND AS A RESOURCE FOR CLINICAL LEADERS TO DEVELOP CREATIVE SOLUTIONS TO PROMOTE CAREGIVER RELISIENCE AND REPLENISHMENT.

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

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Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $5,257,463
Program Service Revenue $0
Investment Income $462,353
Other Revenue $-53,852
TOTAL REVENUE $5,665,964

Expense Breakdown

Grants Paid $4,137,128
Salaries & Benefits $589,252
Fundraising Expenses $362,702
Program Expenses $4,300,793
Other Expenses $555,977
TOTAL EXPENSES $5,282,357

Year-over-Year Comparison

2023 2022 Change
Revenue $5,665,964 $5,510,821 +0.0%
Expenses $5,282,357 $5,454,650 0.0%
Net Income $383,607 $56,171 +5.8%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
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Governance

Voting Members
23
Independent Members
20
Employees
N/A
Volunteers
70

Governance Policies

Conflict of Interest Policy
Whistleblower Policy
Document Retention Policy

Special Practices & Reported Activities

Operated a School
Operated a Hospital
Provided First Class Travel
Reported Conflict of Interest
Reported Asset Diversion
Excess Benefit Transaction
Made Political Expenditures
Engaged in Lobbying
Operated Donor Advised Fund
Maintained Art Collections
Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers
5
$206,511
Total Directors
24
$1,745,460
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
BRYAN JOHNSON DIRECTOR/SMHMC CEO 1.00
Director
$0 $282,612 $967,224
ASHLEY THUROW DIRECTOR/SMHMC VP FIN 4/1-12/31/23 1.00
Director
$0 $73,140 $295,315
TERRI CHINN DIRECTOR/SMHMC VP FIN 1/1-3/20/23 1.00
Director
$0 $10,736 $276,410
CARMEN SHIPLEY EXECUTIVE DIRECTOR 50.00
Officer Director
$0 $52,722 $206,511
KIM ALEXANDER DIRECTOR 1.00
Director
$0 $0 $0
MIKE BLACKBURN DIRECTOR 1.00
Director
$0 $0 $0
JOE BREMAN CHAIR 1.00
Officer Director
$0 $0 $0
CLARA BROWN SHAFFER VICE CHAIR 1.00
Officer Director
$0 $0 $0
NANCY CUMMINGS DIRECTOR 1.00
Director
$0 $0 $0
TYLER DAHL DIRECTOR 1.00
Director
$0 $0 $0
BOBBIE DANIEL DIRECTOR 1.00
Director
$0 $0 $0
FRANK DESANTIS DIRECTOR 1.00
Director
$0 $0 $0
JEFF FUNDERBURK DIRECTOR 1.00
Director
$0 $0 $0
DAVE HUERKAMP DIRECTOR 1.00
Director
$0 $0 $0
ADAM KINSEY DIRECTOR 1.00
Director
$0 $0 $0
SANDRA LEGG DIRECTOR 1.00
Director
$0 $0 $0
MARC MCATLIN DIRECTOR 1.00
Director
$0 $0 $0
KENDRA MCDANIEL SECRETARY 1.00
Officer Director
$0 $0 $0
MICHELLE REPLOGLE DIRECTOR 1.00
Director
$0 $0 $0
ANTHONY RESTIVO DIRECTOR 1.00
Director
$0 $0 $0
MONIQUE SERRA DIRECTOR 1.00
Director
$0 $0 $0
JOSH SMITH TREASURER 1.00
Officer Director
$0 $0 $0
DUKE WORTMANN DIRECTOR 1.00
Director
$0 $0 $0
LEANN ZETMEIR DIRECTOR 1.00
Director
$0 $0 $0
Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year Revenue Expenses Assets Net Income
2024 No data No data No data No data
2023 $5,665,964 $5,282,357 $22,081,535 $383,607
2022 $5,510,821 $5,454,650 $20,470,965 $56,171
2021 $6,087,081 $4,385,091 $23,607,311 $1,701,990
2020 $5,229,353 $4,516,491 $21,231,046 $712,862
2019 $4,562,300 $4,046,866 $19,825,376 $515,434
2018 $4,227,069 $3,537,058 $17,654,538 $690,011
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