SCL HEALTH - MONTANA

EIN: 810232124 501(c)(3) Health Care

BILLINGS, MT

Total Revenue
$581,155,547
Total Expenses
$573,951,457
Total Assets
$1,007,922,426
Net Assets
$954,342,777
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Financial Trends

Organization Details

Formation Year
1972
Legal Domicile
MT
Principal Officer
JENNIFER ALDERFER
Phone
4062377000
Tax Period
2023-01-01 to 2023-12-31

SCL HEALTH - MONTANA, founded in 1972, is a major nonprofit in the Health Care sector that reported $581.2M in total revenue in fiscal year 2023. Revenue grew 8% year-over-year, indicating healthy expansion.

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: $496,257,222 Revenue: $547,779,116

MOTHER XAVIER ROSS LED THE SISTERS OF CHARITY INTO THE INDIAN TERRITORY OF KANSAS IN 1858. IN 1869, THE SISTERS EXTENDED THEIR CHARITABLE WORKS INTO MONTANA TERRITORY AT THE REQUEST OF FATHER PIERRE...

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MOTHER XAVIER ROSS LED THE SISTERS OF CHARITY INTO THE INDIAN TERRITORY OF KANSAS IN 1858. IN 1869, THE SISTERS EXTENDED THEIR CHARITABLE WORKS INTO MONTANA TERRITORY AT THE REQUEST OF FATHER PIERRE JEAN DESMET. SAINT VINCENT HOSPITAL IN BILLINGS WAS FOUNDED BY THE SISTERS OF CHARITY OF LEAVENWORTH IN 1898. THE HOSPITAL OFFICIALLY OPENED ON FEBRUARY 1, 1899. THE CITY AND REGION GREW QUICKLY AND THE DEMAND FOR HEALTHCARE INCREASED DRAMATICALLY. BY 1915, THE SISTERS AND AREA MEDICAL PERSONNEL HAD CARED FOR MORE THAN 20,000 PATIENTS.DURING THE NEXT THIRTY YEARS, RAPID MEDICAL ADVANCEMENTS AND THE AREA'S GROWING POPULATION KEPT THE HOSPITAL IN A CONSTANT STATE OF CHANGE AND GROWTH, BUT TRUE TO ITS MISSION, COMPASSION AND CHARITY REMAINED AT THE FOREFRONT OF THE HOSPITAL'S ENDEAVORS. DURING THE GREAT DEPRESSION OF THE 1930S, THE SISTERS AT SAINT VINCENT HOSPITAL HELPED FEED THE HUNGRY. WITH THE ADVENT OF WORLD WAR II, VOLUNTEER SERVICES BECAME ESSENTIAL TO THE OPERATION OF THE HOSPITAL.ADAPTING TO THE CHANGES IN HEALTHCARE MEANT A NEW NAME FOR SAINT VINCENT HOSPITAL. IN NOVEMBER 2000, WE BECAME ST. VINCENT HEALTHCARE. FROM ITS MODEST BEGINNINGS OVER 100 YEARS AGO, ST. VINCENT HEALTHCARE HAS GROWN INTO ONE OF MONTANA'S LARGEST COMPREHENSIVE HOSPITALS, SERVING THE HEALTHCARE NEEDS OF OVER 400,000 PEOPLE IN A FOUR-STATE AREA. RENOWNED FOR A MISSION OF COMPASSIONATE CARE AND SERVICE TO THE POOR, THE ST. VINCENT HEALTHCARE TEAM IS CONTINUALLY RECOGNIZED AS A TECHNOLOGICAL LEADER IN THE HEALTHCARE INDUSTRY. THE NAME WAS AGAIN CHANGED IN 2021 TO SCL HEALTH - MONTANA. SCL HEALTH - MONTANA IS PART OF SISTERS OF CHARITY OF LEAVENWORTH HEALTH SYSTEM.SCL HEALTH - MONTANA IS RELATED TO SCL HEALTH MEDICAL GROUP -BILLINGS, LLC, A SINGLE MEMBER LIMITED LIABILITY COMPANY OWNED BY A RELATED ORGANIZATION, SISTERS OF CHARITY OF LEAVENWORTH HEALTH SYSTEM, INC. SCL HEALTH MEDICAL GROUP - BILLINGS, LLC IS A GROUP OF PHYSICIAN CLINICS THAT PROVIDE PROFESSIONAL SERVICES TO THE SCL HEALTH - MONTANA COMMUNITY AND SUPPORTS THE MISSION OF SCL HEALTH - MONTANA.ALTHOUGH SCL HEALTH MEDICAL GROUP - BILLINGS, LLC IS NOT OWNED DIRECTLY BY SCL HEALTH - MONTANA, SCL HEALTH - MONTANA IS REQUIRED TO FUND ALL OPERATING LOSSES OF SCL HEALTH MEDICAL GROUP - BILLINGS, LLC. IN 2023, THE HOSPITAL PROVIDED $37,237,082 IN SUPPORT OF THE LOSSES OF THE PHYSICIAN CLINICS.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 CAREGIVERS, 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 HEALTH (INTEGRATED HEALTH SYSTEM), SCL HEALTH - MONTANA HAS DIRECT ACCESS TO BEST PRACTICES, RESOURCES, TECHNOLOGY, TALENT AND STRATEGIC CAPITAL. SCL HEALTH - MONTANA HAS CONSISTENTLY BEEN RATED BY PRESS GANEY IN THE TOP 95TH PERCENTILE FOR PATIENT EXPERIENCE.SCL HEALTH - MONTANA HAS A VARIETY OF PROGRAMS AND SERVICES TO SERVE THE COMMUNITY INCLUDING BUT NOT LIMITED TO:- CANCER CARE- CARDIOTHORACIC AND VASCULAR MEDICINE- EMERGENCY AND TRAUMA SERVICES (LEVEL II TRAUMA CENTER)- FAMILY MEDICINE- LABOR AND DELIVERY (LEVEL III NEONATAL INTENSIVE CARE UNIT)- ORTHOPEDICS- PALLIATIVE CARE- PEDIATRIC INTENSIVE CARE UNIT- RADIOLOGY, IMAGING AND ANCILLARY SERVICES- SPORTS MEDICINE- SURGERY CENTER- THERAPY AND REHAB SERVICES- WALK-IN CARE 7 DAYS A WEEK- WOMEN'S HEALTHDURING 2023, THE FOLLOWING STATISTICAL DATA WAS GATHERED:ADMISSIONS 12,224OUTPATIENT VISTS 223,854EMERGENCY DEPARTMENT VISITS 38,728BIRTHS 1,828SURGERIES 8,719LABORATORY TESTS 1,294,815MISSION, VISION & VALUESMISSION:WE REVEAL AND FOSTER GOD'S HEALING LOVE BY IMPROVING THE HEALTH OF THEPEOPLE AND COMMUNITIES WE SERVE, ESPECIALLY THOSE WHO ARE POOR AND VULNERABLE.VISION:INSPIRED BY OUR FAITH, WE WILL PARTNER WITH OUR PATIENTS ANDCOMMUNITIES TO EXCEED THEIR EXPECTATIONS FOR HEALTH.VALUES:CARING SPIRIT - WE HONOR THE SACRED DIGNITY OF EACH PERSON.EXCELLENCE - WE SET AND SURPASS HIGH STANDARDS.GOOD HUMOR - WE CREATE JOYFUL AND WELCOMING ENVIRONMENTS.INTEGRITY - WE DO THE RIGHT THING WITH OPENNESS AND PRIDE.SAFETY - WE DELIVER CARE THAT SEEKS TO ELIMINATE ALL HARM FOR PATIENTS AND ASSOCIATES.STEWARDSHIP - WE ARE ACCOUNTABLE FOR THE RESOURCES ENTRUSTED TO US.

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

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Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $10,589,744
Program Service Revenue $546,375,682
Investment Income $22,506,712
Other Revenue $1,683,409
TOTAL REVENUE $581,155,547

Expense Breakdown

Grants Paid $19,863,201
Salaries & Benefits $160,606,852
Fundraising Expenses $0
Program Expenses $496,257,222
Other Expenses $393,481,404
TOTAL EXPENSES $573,951,457

Year-over-Year Comparison

2023 2022 Change
Revenue $581,155,547 $535,939,248 +0.1%
Expenses $573,951,457 $537,326,363 +0.1%
Net Income $7,204,090 $-1,387,115 -6.2%
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
16
Independent Members
14
Employees
2377
Volunteers
114

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
6
$2,300,411
Total Directors
17
$2,111,838
Key Employees
5
$2,100,582
Highest Compensated
5
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
YEVGENIY AREFIEV FORMER HIGHEST COMPENSATED 0.00
$0 $50,783 $1,201,295
BRYAN JOHNSON INTERIM PRESIDENT, MT REGION (PARTIAL) 22.00
Officer Director
$0 $282,612 $967,224
JENNIFER ALDERFER PRESIDENT, MT REGION (PARTIAL) 37.00
Officer Director
$0 $42,121 $798,804
JAMES RICHARDS FORMER HIGHEST COMPENSATED 0.00
$0 $38,387 $707,264
CHRISTOFFER SPOJA VP CHIEF MEDICAL OFF. SVB (PARTIAL) 50.00
Key Emp
$425,293 $254,261 $679,554
JAMES RITCHEY FORMER KEY EMPLOYEE 0.00
$0 $181,079 $615,500
MICHAEL BUSH FORMER KEY EMPLOYEE 0.00
$0 $189,929 $604,594
RONALD SNYDER FORMER HIGHEST COMPENSATED 0.00
$0 $46,060 $576,363
DANIEL LEWIS FORMER HIGHEST COMPENSATED 0.00
$0 $44,890 $556,254
TRENT MIHALICK FORMER HIGHEST COMPENSATED 0.00
$0 $45,898 $548,587
SHELDON NELSON FORMER HIGHEST COMPENSATED 0.00
$0 $45,373 $540,109
PAMELA PALAGI VP FINANCE REGION MT 37.00
Officer
$386,020 $148,363 $534,383
FRANK LAMM FORMER HIGHEST COMPENSATED 0.00
$0 $48,917 $511,769
EDEN JONES FORMER HIGHEST COMPENSATED 0.00
$0 $27,916 $498,959
EDWIN RODRIGUEZ FORMER HIGHEST COMPENSATED 0.00
$0 $45,189 $478,168
RICHARD LAMMERS FORMER HIGHEST COMPENSATED 0.00
$0 $46,850 $472,228
MELISSA FILTER VP CHIEF NURSING OFFICER SVB 50.00
Key Emp
$280,996 $147,837 $428,833
MARJORIE TEVLIN FORMER HIGHEST COMPENSATED 0.00
$0 $45,399 $402,782
ADAM SCHAFER VP NETWORK DEVELOPMENT REGION MT 37.00
Key Emp
$0 $122,709 $396,461
SUSAN PETERSEN MD DIRECTOR 1.00
Director
$0 $15,404 $345,810
TRACY NEARY VP MISSION INTEGRATION REGION MT 37.00
Key Emp
$227,988 $111,563 $339,551
KRIKOR JANSEZIAN FORMER KEY EMPLOYEE 0.00
$0 $16,568 $329,834
DUSTIN STRANDELL DIRECTOR SENIOR SVC LINES 50.00
Highest
$212,974 $80,091 $293,065
HEATHER BRENDEN SENIOR DIRECTOR HR BUSINESS PARTNER SVB 50.00
Highest
$225,102 $62,955 $288,057
JACQUELINE HINES DIRECTOR SENIOR SURG AND PROCEDURAL SERVICES 50.00
Highest
$211,600 $70,885 $282,485
JOELLEN MAURER DIRECTOR PHARMACY 50.00
Highest
$224,278 $48,616 $272,894
HEATHER STAMEY DIRECTOR SENIOR EMERGENCY AND CRITICAL CARE SVB 50.00
Key Emp
$181,226 $74,957 $256,183
JENNY PAULSON RN SHIFT COORDINATOR 50.00
Highest
$209,533 $10,054 $219,587
BECKY RENO DIRECTOR 1.00
Director
$0 $0 $0
BERNARD MCCARTHY DIRECTOR 1.00
Director
$0 $0 $0
CHARLES NOTBOHM SECRETARY 1.00
Officer Director
$0 $0 $0
CHRISTOPHER EDWARDS VICE CHAIR 1.00
Officer Director
$0 $0 $0
CINDY SORICH DIRECTOR 1.00
Director
$0 $0 $0
COLLEEN O'LEARY DIRECTOR 1.00
Director
$0 $0 $0
DANETTE GLEASON CHAIR 1.00
Officer Director
$0 $0 $0
KAREN FAGG DIRECTOR 1.00
Director
$0 $0 $0
MAJEL RUSSELL DIRECTOR 1.00
Director
$0 $0 $0
MISTY STEADMAN DIRECTOR 1.00
Director
$0 $0 $0
MJ JANSSEN DIRECTOR 1.00
Director
$0 $0 $0
NGUYEN-VU PHAM DIRECTOR 1.00
Director
$0 $0 $0
SISTER EILEEN HURLEY DIRECTOR 1.00
Director
$0 $0 $0
SISTER JUDITH JACKSON 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 $581,155,547 $573,951,457 $1,007,922,426 $7,204,090
2022 $535,939,248 $537,326,363 $1,015,591,872 $-1,387,115
2021 $521,618,398 $462,823,235 $989,559,217 $58,795,163
2020 $502,298,473 $449,756,296 $939,194,566 $52,542,177
2019 $514,346,368 $423,171,252 $833,718,085 $91,175,116
2018 $478,319,111 $391,734,163 $737,506,879 $86,584,948
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