Nonprofit · EIN 47-0707604
ST MARYS HOSPITAL FOUNDATION
Tax-exempt · PHOENIX, AZ 85013
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $105,768 | $175,581 | -$69,813 | $691,713 | $5,856 | $685,857 |
| June 30, 2024 | 990 | $186,895 | $358,480 | -$171,585 | $804,578 | $49,462 | $755,116 |
| June 30, 2023 | 990 | $159,773 | $469,731 | -$309,958 | $958,893 | $34,439 | $924,454 |
| June 30, 2022 | 990 (amended) | $108,714 | $70,024 | $38,690 | $1,268,851 | $34,439 | $1,234,412 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $104,430
- Program service revenue
- $0
- Investment income
- $1,338
- Net gain from sales of assets
- $532
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $172,907
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Program services (functional)
- $175,581
Balance sheet and other
- Total assets, start of year
- $804,578
- Total assets, end of year
- $691,713
- Total liabilities, end of year
- $5,856
- Net assets, end of year
- $685,857
- Net assets without donor restrictions
- $217,450
- Net assets with donor restrictions
- $468,407
- Gross receipts
- $105,768
- Employees
- 0
- Volunteers
- 8
- Year formed
- 1986
- State of legal domicile
- NE
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| STACY BLUM MD | FORMER BOARD CHAIR/PHYSICIAN Former | 0 | $0 | $465,484 | $62,238 |
| TIM SCHNACK | MARKET CFO Officer | 1 | $0 | $319,497 | $48,789 |
| DANIEL DEFREECE MD | EX-OFFICIO BM, PRESIDENT, ST. MARY'S HOSPITAL Trustee or director | 1 | $0 | $281,467 | $72,025 |
| NICK O'TOOL | FORMER INTERIM CFO, CHI HEALTH Former | 0 | $0 | $293,806 | $52,737 |
| KATHY BERTOLINI | VP PHILANTHROPY Officer | 1 | $0 | $283,492 | $48,133 |
| JORDAN GUSTAFSON | VICE CHAIR/PHYS ASST Trustee or director, Officer | 1 | $0 | $262,832 | $51,435 |
| MOLLY ALBUS | BOARD MEMBER/PHARMACIST Trustee or director | 1 | $0 | $124,402 | $51,211 |
| PAOLA HINCAPIE | BOARD MEMBER/RN Trustee or director | 1 | $0 | $80,858 | $42,858 |
| TRACI REUTER | EX-OFFICIO BM/FOUNDATION DIRECTOR Trustee or director, Officer | 40 | $0 | $59,105 | $40,759 |
| DEAN THOMSON MD | BOARD MEMBER Trustee or director | 1 | $0 | $14,610 | $545 |
| BRANDEN BENDER | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| JESSICA CRUNK | BOARD MEMBER (END 11/24) Trustee or director | 1 | $0 | $0 | $0 |
| JOHN HOGELAND | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| PATRICIA HOLMES | SECRETARY/TREASURER Trustee or director, Officer | 1 | $0 | $0 | $0 |
| ADAM HOWARD | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
5 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DIANE LANT | BOARD MEMBER Trustee or director | 1 | $0 |
| SUE LITTLE | BOARD CHAIR Trustee or director, Officer | 1 | $0 |
| DEBBIE SALANSKY | BOARD MEMBER Trustee or director | 1 | $0 |
| DUANE SMITH | BOARD MEMBER Trustee or director | 1 | $0 |
| JIM KUHN | BOARD MEMBER (END 11/24) Trustee or director | 1 | $0 |
990 for the year ended June 30, 2024: 22 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| JEANETTE WOJTALEWICZ | FORMER CFO, CHI HEALTH Former | 0 | $0 | $1,344,835 | $12,367 |
| STACY BLUM MD | FORMER BOARD CHAIR/PHYSICIAN Former | 0 | $0 | $510,130 | $58,507 |
| BRETT MEYER | FORMER BOARD CHAIR/PHYSICIAN Former | 0 | $0 | $502,762 | $20,732 |
| DANIEL DEFREECE MD | EX-OFFICIO BM, PRESIDENT, ST. MARY'S HOSPITAL Trustee or director | 1 | $0 | $397,399 | $72,195 |
| TIM SCHNACK | MARKET CFO (BEG 05/24) Officer | 1 | $0 | $369,715 | $48,053 |
| KATHY BERTOLINI | VP PHILANTHROPY Officer | 1 | $0 | $358,469 | $47,867 |
| NICK O'TOOL | INTERIM CFO, CHI HEALTH (END 05/24) Officer | 1 | $0 | $349,020 | $50,949 |
| JORDAN GUSTAFSON | BOARD MEMBER/PHYS ASST Trustee or director | 1 | $0 | $245,589 | $43,675 |
| PAOLA HINCAPIE | VICE CHAIR/RN Trustee or director, Officer | 1 | $0 | $70,862 | $42,036 |
| TRACI REUTER | EX-OFFICIO BM/FOUNDATION DIRECTOR Trustee or director, Officer | 40 | $0 | $54,103 | $39,233 |
| DEAN THOMSON MD | CHAIR Trustee or director, Officer | 1 | $0 | $12,736 | $446 |
| BRANDEN BENDER | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| JESSICA CRUNK | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| TERRY FOSTER | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| JOHN HOGELAND | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| PATRICIA HOLMES | SECRETARY/TREASURER Trustee or director, Officer | 1 | $0 | $0 | $0 |
| ADAM HOWARD | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| DIANE LANT | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| SUE LITTLE | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| DEBBIE SALANSKY | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| DUANE SMITH | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| JIM KUHN | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
990 for the year ended June 30, 2023: 21 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| JEANETTE WOJTALEWICZ | CFO, CHI HEALTH (PARTIAL YEAR) Officer | 1 | $0 | $1,168,841 | $54,280 |
| STACY BLUM MD | FORMER BOARD CHAIR/PHYSICIAN Former | 0 | $0 | $557,292 | $54,494 |
| BRETT MEYER MD | FORMER BOARD CHAIR/PHYSICIAN Former | 0 | $0 | $574,462 | $19,482 |
| DANIEL DEFREECE MD | EX-OFFICIO BM, PRESIDENT, ST. MARY'S HOSPITAL Trustee or director | 1 | $0 | $322,791 | $60,897 |
| KATHY BERTOLINI | VP PHILANTHROPY Officer | 1 | $0 | $300,958 | $43,430 |
| NICK OTOOL | INTERIM CFO, CHI HEALTH Officer | 1 | $0 | $257,678 | $47,032 |
| JORDAN GUSTAFSON | BOARD MEMBER/PHYS ASST Trustee or director | 1 | $0 | $246,817 | $37,287 |
| PAOLA HINCAPIE | VICE CHAIR/RN Trustee or director, Officer | 1 | $0 | $82,813 | $39,396 |
| TRACI REUTER | EX-OFFICIO BM/FOUNDATION DIRECTOR Trustee or director, Officer | 40 | $0 | $53,667 | $34,743 |
| DEAN THOMSON MD | CHAIR Trustee or director, Officer | 1 | $0 | $26,788 | $938 |
| BRANDEN BENDER | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| JESSICA CRUNK | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| TERRY FOSTER | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| JOHN HOGELAND | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| PATRICIA HOLMES | SECRETARY/TREASURER Trustee or director, Officer | 1 | $0 | $0 | $0 |
| ADAM HOWARD | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| DIANE LANT | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| SUE LITTLE | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| DEBBIE SALANSKY | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| DUANE SMITH | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| JOYCE TURNER | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
990 for the year ended June 30, 2022: 22 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| JEANETTE WOJTALEWICZ | CFO, CHI HEALTH Officer | 1 | $0 | $1,233,421 | $51,903 |
| CLIFF ROBERTSON MD | FORMER CEO, CHI HEALTH Former | 0 | $0 | $653,681 | $33,221 |
| BRETT MEYER | FORMER BOARD CHAIR/PHYSICIAN Former | 0 | $0 | $553,740 | $20,391 |
| STACY BLUM MD | FORMER BOARD CHAIR/PHYSICIAN Former | 0 | $0 | $473,734 | $63,217 |
| DANIEL DEFREECE MD | PRESIDENT, ST. MARY'S HOSPITAL Trustee or director | 1 | $0 | $387,412 | $60,340 |
| KATHY BERTOLINI | VP PHILANTHROPY Officer | 1 | $0 | $343,716 | $41,807 |
| NICK OTOOL | INTERIM CFO, CHI HEALTH Officer | 1 | $0 | $317,278 | $44,985 |
| JORDAN GUSTAFSON | BOARD MEMBER/PHYS ASST Trustee or director | 1 | $0 | $201,107 | $48,131 |
| PAOLA HINCAPIE | VICE CHAIR/RN Trustee or director, Officer | 1 | $0 | $75,610 | $37,865 |
| TRACI REUTER | BOARD MEMBER/FOUNDATION COORDINATOR Trustee or director | 40 | $0 | $43,664 | $32,979 |
| DEAN THOMSON MD | CHAIR Trustee or director, Officer | 1 | $0 | $14,750 | $79 |
| BRANDEN BENDER | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| TERRY FOSTER | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| PATRICIA HOLMES | SECRETARY/TREASURER Trustee or director, Officer | 1 | $0 | $0 | $0 |
| DIANE LANT | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| JOYCE TURNER | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| JOHN HOGELAND | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| DEBBIE SALANSKY | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| DUANE SMITH | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| JESSICA CRUNK | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| ADAM HOWARD | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| SUE LITTLE | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 3033 N 3RD AVE, PHOENIX, AZ 85013-4447
- Principal officer (990 for 2024)
- KATHY BERTOLINI, 7261 MERCY RD, OMAHA, NE 68124
- Signed the 990
- NICK O'TOOL, MARKET CFO
- Phone
- (402) 873-8929
- Return prepared by
- COMMONSPIRIT HEALTH
Mission
AS AN AFFILIATE OF COMMONSPIRIT HEALTH, WE MAKE THE HEALING PRESENCE OF GOD KNOWN IN OUR WORLD BY IMPROVING THE HEALTH OF THE PEOPLE WE SERVE, ESPECIALLY THOSE WHO ARE VULNERABLE, WHILE WE ADVANCE SOCIAL JUSTICE FOR ALL.
Program accomplishments
- ST. MARY'S HOSPITAL FOUNDATION (FOUNDATION) WAS INCORPORATED AS A 501(C)(3), TAX-EXEMPT, CHARITABLE FOUNDATION IN 1987 TO SERVE AS THE OFFICIAL GIFT-RECEIVING AND GIFT-ADMINISTRATION AGENCY FOR ST. MARY'S COMMUNITY HOSPITAL IN NEBRASKA CITY, NEBRASKA. THE FOUNDATION'S PURPOSE IS TO ENGAGE IN FUNDRAISING, DEVELOPMENT AND OTHER CHARITABLE ACTIVITIES ALL IN SUPPORT OF ST. MARY'S COMMUNITY HOSPITAL.THE FOUNDATION IS FOCUSED ON IMPROVING THE QUALITY OF LIFE IN THE COMMUNITIES THAT WE SERVE BY CONTRIBUTING TO THE HOSPITAL SO IT IS ABLE TO PROVIDE THE BEST HEALTH SERVICES TO OUR PATIENTS. THE ORGANIZATION'S PURPOSE STATEMENT, DEVELOPED BY THE FOUNDATION'S BOARD OF DIRECTORS, IS AS FOLLOWS: "ST. MARY'S HOSPITAL FOUNDATION IS COMMITTED TO SEEK, ATTAIN AND ADMINISTER FUNDS CONTRIBUTED FROM VARIOUS SOURCES THAT SUPPORT THE MISSION AND SERVICES PROVIDED BY ST. MARY'S COMMUNITY HOSPITAL. THROUGH VOLUNTARY LEADERSHIP WE WILL ACCOMPLISH THIS GOAL WITH THE STRENGTH, SUPPORT AND GUIDANCE OF ST. MARY'S COMMUNITY HOSPITAL AS WE MOVE TOWARD THE CREATION OF HEALTHIER COMMUNITIES."ST. MARY'S HOSPITAL FOUNDATION'S CURRENT VOLUNTEER BOARD OF DIRECTORS RAISES FUNDS THROUGH EMPLOYEE ANNUAL GIVING, MAJOR GIFTS, AND PROJECT CAMPAIGNS TO HELP FUND HEALTH CARE EQUIPMENT, PROJECTS AND SERVICES OFFERED BY ST. MARY'S COMMUNITY HOSPITAL.AS THE FOUNDATION CONTINUES TO GROW ITS DONOR BASE AND REVENUE, WE AIM TO LEAD THE EFFORT IN CONTINUING THE HIGHEST QUALITY OF HEALTH CARE AVAILABLE. AS A NON-PROFIT FOUNDATION, IT IS CERTAIN THAT THE DOLLARS WE EARN AND THE DECISIONS WE MAKE BENEFIT THE PEOPLE WHO LIVE WITHIN OUR COMMUNITY IN EVERY WAY POSSIBLE.Expenses $175,581 · grants $172,907
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 47-0707604
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1987
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $691,713
- Income (IRS master file)
- $105,768
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $105,768 | $175,581 | $691,713 | IRS |
| 990 | June 2024 | $186,895 | $358,480 | $804,578 | IRS |
| 990 | June 2023 | $159,773 | $469,731 | $958,893 | XML |
| 990 | June 2022 | $108,714 | $70,024 | $1,268,851 | XML |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 47-0707604).
Questions about ST MARYS HOSPITAL FOUNDATION
- What is the EIN of ST MARYS HOSPITAL FOUNDATION?
- The employer identification number (EIN) of ST MARYS HOSPITAL FOUNDATION is 47-0707604.
- Is ST MARYS HOSPITAL FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1987.
- Are donations to ST MARYS HOSPITAL FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does ST MARYS HOSPITAL FOUNDATION file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of ST MARYS HOSPITAL FOUNDATION due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did ST MARYS HOSPITAL FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of ST MARYS HOSPITAL FOUNDATION?
- The 990 for the year ended June 30, 2025 names KATHY BERTOLINI.
- Who are the officers and directors of ST MARYS HOSPITAL FOUNDATION?
- The 990 for the year ended June 30, 2025 lists 20 people; 0 received compensation from the organization.
- How much revenue does ST MARYS HOSPITAL FOUNDATION have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $105,768, expenses of $175,581 and total assets of $691,713 at year end.
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