2025-10-27T08:16:36-05:00 2024-12-31 390758449 WIPFLI LLP 105 E PINE ST UPPER FLOOR MISSOULA MT 59802 990 2024-01-01 454035841 WHEATLAND MEMORIAL HEALTHCARE FOUNDATION WHEA 4066323144 PO BOX 287 HARLOWTON MT 59036 JANE MOE EXECUTIVE DIRECTOR 4066323144 2025-09-30 1 1 SAM BRUNSON CPA P01696998 4067281800 2025-09-30 2024 2025-03-06 01:10:19Z JANE MOE PO BOX 287 HARLOWTON MT 59036 629729 0 X WHEATLANDMEMORIAL.ORG/FOUNDATION/ X 2012 MT WHEATLAND MEMORIAL HEALTHCARE FOUNDATION WAS FORMED TO SUPPORT THE MISSION AND NEEDS OF WHEATLAND MEMORIAL HEALTHCARE. 6 6 0 6 0 0 556654 604902 0 0 0 24827 0 0 556654 629729 109929 1144000 0 0 0 0 0 0 0 35 280 109964 1144280 446690 -514551 1232587 757510 0 0 1232587 757510 WHEATLAND MEMORIAL HEALTHCARE FOUNDATION'S MISSION IS TO RAISE FUNDS ON BEHALF OF AND IN SUPPORT OF THE MISSION OF WHEATLAND MEMORIAL HEALTHCARE. 0 0 1144000 1144000 0 THE PURPOSE IS TO PROVIDE SUPPORT TO WHEATLAND MEMORIAL HEALTHCARE IN HARLOWTON, MONTANA, AND ON ITS BEHALF, SOLICIT, MAINTAIN, AND ACCEPT GIFTS OF MONEY AND PROPERTY AND DISTRIBUTE THE PROPERTY TO WHEATLAND MEMORIAL HEALTHCARE. 1144000 1 1 0 0 0 0 0 0 0 1 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 6 6 0 0 0 0 1 1 1 1 0 0 0 1 1 1 1 1 1 0 0 0 X JANE MOE 4066323144 PO BOX 287 HARLOWTON MT 59036 X BETH KEATING CHAIR 2.00 0.00 X X 0 0 0 JOHN LAMMERS VICE CHAIR 0.50 0.00 X X 0 0 0 ESTHER KALITOWSKI SECRETARY/TREASURER 0.50 0.00 X X 0 0 0 DON AMUNDSON DIRECTOR 0.25 0.50 X 0 0 0 DAVID VOLDSETH DIRECTOR 0.25 0.00 X 0 0 0 JULIE BERG DIRECTOR 0.25 0.50 X 0 0 0 JANE MOE EXECUTIVE DIRECTOR 8.00 32.00 X 0 72273 13543 0 72273 13543 0 0 0 0 0 604902 604902 24827 24827 629729 0 0 24827 1144000 1144000 280 280 1144280 1144000 280 0 791133 116480 0 24812 65284 200573 376170 415645 1232587 757510 0 0 X 193084 99501 1039503 658009 1232587 757510 1232587 757510 -514551 39474 0 X 0 1 X 0 0 X X X 1 WHEATLAND MEMORIAL HEALTHCARE 810392231 3 1 1144000 0 1 1144000 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 301330 39474 340804 255475 45855 301330 315128 -59653 255475 240638 74490 315128 237185 3453 240638 0.00000 0.63159 0.36841 0 0 0 X PART V, LINE 4: GROW THE PRINCIPLE OF THE FUND SO EARNINGS CAN BE USED TO SUPPORT THE MISSION OF WHEATLAND MEMORIAL HEALTHCARE. PART X, LINE 2: THE FOUNDATION IS ORGANIZED AS A MONTANA NON-PROFIT CORPORATION AND HAS BEEN RECOGNIZED BY THE INTERNAL REVENUE SERVICE (IRS) AS EXEMPT FROM FEDERAL INCOME TAXES UNDER INTERNAL REVENUE CODE SECTION 501(C)(3). THE FOUNDATION IS ANNUALLY REQUIRED TO FILE A RETURN OF ORGANIZATION EXEMPT FROM INCOME TAX (FORM 990) WITH THE IRS. IN ADDITION, THE FOUNDATION IS SUBJECT TO INCOME TAX ON NET INCOME THAT IS DERIVED FROM BUSINESS ACTIVITIES THAT ARE UNRELATED TO ITS EXEMPT PURPOSE, IF APPLICABLE. THE FOUNDATION HAS DETERMINED IT IS NOT SUBJECT TO UNRELATED BUSINESS INCOME TAX AND HAS NOT FILED AN EXEMPT ORGANIZATION BUSINESS INCOME TAX RETURN (FORM 990-T) WITH THE IRS. THE FOUNDATION BELIEVES IT HAS APPROPRIATE SUPPORT FOR ANY TAX POSITIONS TAKEN AFFECTING ITS ANNUAL FILING REQUIREMENTS, AND AS SUCH, DOES NOT HAVE ANY UNCERTAIN TAX POSITIONS THAT ARE MATERIAL TO THE FINANCIAL STATEMENTS. THE FOUNDATION WOULD RECOGNIZE FUTURE ACCRUED INTEREST AND PENALTIES RELATED TO UNRECOGNIZED TAX BENEFITS AND LIABILITIES IN INCOME TAX EXPENSE IF SUCH INTEREST AND PENALTIES ARE INCURRED. 1 WHEATLAND MEMORIAL HEALTHCARE PO BOX 287 HARLOWTON MT 59036 810392231 501(C)(3) 1144000 0 FOR NEW BUILDING PROJECT 1 0 PART I, LINE 2: GRANTS / ASSISTANCE IS ONLY PROVIDED TO WHEATLAND MEMORIAL HEALTHCARE, THE ORGANIZATION FOR WHICH THE FOUNDATION WAS FORMED. FORM 990, PART VI, SECTION A, LINE 6 MEMBERS OF WHEATLAND MEMORIAL HEALTHCARE BOARD OF TRUSTEES WILL ALSO SERVE AS MEMBERS OF THE CORPORATION. EACH MEMBER SHALL BE ENTITLED TO ONE VOTE ON EACH MATTER ON WHICH THE MEMBERS HAVE VOTING RIGHTS. FORM 990, PART VI, SECTION A, LINE 7A A SLATE OF NOMINEES FOR DIRECTORS FOR THE BOARD SHALL BE PRESENTED TO THE MEMBERS BY THE BOARD. ADDITIONAL NOMINATIONS FOR DIRECTORS MAY BE MADE BY FIVE OR MORE MEMBERS OF THE CORPORATION BY SUBMITTING THE NAMES IN TO THE BOARD CHAIRPERSON. FORM 990, PART VI, SECTION A, LINE 7B REVISIONS TO ORGANIZATIONAL DOCUMENTS, SUCH AS THE BYLAWS AND ARTICLES OF INCORPORATION, REQUIRE MEMBER APPROVAL. MEMBERS ALSO REVIEW FINANCIAL REPORTS, APPROVE THE BUDGET AND PLAN ACTIVITIES FOR THE UPCOMING YEAR. THE BOARD CAN REQUEST OTHER MATTERS BE APPROVED BY THE MEMBERS AS WELL. FORM 990, PART VI, SECTION A, LINE 8B THERE ARE NO COMMITTEES WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11B A COPY OF THE COMPLETED 990 IS PROVIDED TO THE BOARD MEMBERS BEFORE IT IS FILED. FORM 990, PART VI, SECTION B, LINE 12C THE POLICY APPLIES TO THE BOARD OF DIRECTORS. IF ANY PERSON BELIEVES THAT A CONFLICT OF INTEREST EXISTS, A PROMPT AND FULL DISCLOSURE OF THE INTEREST MUST BE MADE TO THE COMPLIANCE OFFICER, THE CEO OR THE BOARD CHAIR. THE BOARD WILL REVIEW AND DETERMINE IF A CONFLICT EXISTS. THE CONFLICTED MEMBER SHALL RECUSE HIMSELF OR HERSELF FROM THE MEETING AND NOT BE IN ATTENDANCE DURING THE DECISION AND VOTING ON THE MATTER, BUT MAY, AT THE REQUEST OF THE BOARD OR COMMITTEE, ATTEND THE MEETING TO ANSWER QUESTIONS. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION DOES NOT MAKE ITS GOVERNING DOCUMENTS OR CONFLICT OF INTEREST POLICY AVAILABLE TO THE PUBLIC. THE FINANCIAL STATEMENTS ARE CONSOLIDATED WITH WHEATLAND MEMORIAL HEALTHCARE AND ARE AVAILABLE UPON REQUEST TO THE HOSPITAL. FORM 990, PART VII, SECTION A: JANE MOE, EXECUTIVE DIRECTOR, IS COMPENSATED BY THE RELATED ORGANIZATION, WHEATLAND MEMORIAL HEALTHCARE. APPROXIMATELY 20% OF JANE'S TIME IS DEVOTED TO THE FOUNDATION. WHEATLAND MEMORIAL HEALTHCARE PO BOX 287 HARLOWTON MT 59036 810392231 TO PROVIDE HEALTHCARE SERVICES TO THE SURROUNDING COMMUNITY. MT 501(C)(3) LINE 3 N/A 0 0 1 0 0 0 0 0 0 0 0 0 1 0 1 1 0 0 0 0 WHEATLAND MEMORIAL HEALTHCARE B 1144000 CASH