Nonprofit · EIN 81-0233121
ST PETERS HEALTH
Tax-exempt · HELENA, MT 59601
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| May 31, 2025 | 990 | $383,762,888 | $384,734,661 | -$971,773 | $446,678,284 | $76,897,235 | $369,781,049 |
| May 31, 2024 | 990 | $370,111,868 | $337,642,599 | $32,469,269 | $465,064,719 | $103,544,712 | $361,520,007 |
| May 31, 2023 | 990 | $321,100,273 | $322,501,180 | -$1,400,907 | $422,143,078 | $83,207,462 | $338,935,616 |
Financial details: 990 for the year ended May 31, 2025
Revenue
- Contributions, gifts and grants
- $6,494,195
- of which government grants
- $626,869
- Program service revenue
- $364,921,232
- Investment income
- $9,635,616
- Net rental income
- $18,212
- Net gain from sales of assets
- $6,095,212
- Net income from sales of inventory
- $224,790
- Other revenue
- $2,711,845
Expenses
- Grants and similar amounts paid
- $134,989
- Compensation of officers, directors and key employees
- $2,781,435
- Other salaries and wages
- $156,334,754
- Salaries, compensation and benefits (total)
- $197,692,187
- Professional fundraising fees
- $0
- Legal fees
- $131,643
- Accounting fees
- $189,335
- Occupancy
- $4,189,211
- Travel
- $373,616
- Depreciation
- $11,274,826
- Program services (functional)
- $288,760,515
- Management and general (functional)
- $93,640,987
- Fundraising (functional)
- $2,333,159
Balance sheet and other
- Total assets, start of year
- $465,064,719
- Total assets, end of year
- $446,678,284
- Total liabilities, end of year
- $76,897,235
- Net assets, end of year
- $369,781,049
- Land, buildings and equipment
- $149,626,990
- Publicly traded securities
- $104,699,495
- Net assets without donor restrictions
- $338,990,904
- Net assets with donor restrictions
- $30,790,145
- Gross unrelated business income
- $950,362
- Gross receipts
- $413,395,108
- Employees
- 2,268
- Volunteers
- 211
- Year formed
- 1986
- State of legal domicile
- MT
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 May 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| LAUREN SHEA | MD Highest-paid employee | 40 | $1,457,795 | $69,885 |
| CHRISTOPHER LINDSAY | MD Highest-paid employee | 40 | $1,284,547 | $31,119 |
| DRAKE MCARTHUR | PHYSICIAN Highest-paid employee | 40 | $1,054,638 | $53,791 |
| WADE JOHNSON | CEO Officer | 40 | $941,348 | $76,751 |
| BRANDON NEWGARD | MD Highest-paid employee | 40 | $958,239 | $55,668 |
| KEVIN BROWN | DO Highest-paid employee | 40 | $908,691 | $80,203 |
| TODD WAMPLER | PRESIDENT SPMG Key employee | 40 | $498,236 | $54,691 |
| NATHAN COBURN | CFO Officer | 40 | $398,066 | $81,257 |
| STEPHEN MASON | EXECUTIVE VP Officer | 40 | $325,466 | $48,321 |
| KERRY HALE | CHIEF OF STAFF Trustee or director, Officer | 40 | $269,462 | $65,440 |
| BRIAN LEE | COO Key employee | 40 | $203,331 | $51,356 |
| SHELLY HARKINS | CMO Officer | 40 | $131,006 | $46,447 |
| KARI KOEHLER | CNO Officer | 40 | $73,789 | $20,338 |
| RUSS BELL | CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| LOREN BROWN | VICE CHAIR Trustee or director, Officer | 1 | $0 | $0 |
10 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JUSTIN MOSNESS | SECRETARY/TREASURER Trustee or director, Officer | 1 | $0 |
| REP MARY CAFERRO | DIRECTOR Trustee or director | 1 | $0 |
| NATE MCCARTHY | FOUNDATION CHAIR Trustee or director | 1 | $0 |
| KELLY PARSLEY | DIRECTOR Trustee or director | 1 | $0 |
| ROSSLYN DUNCAN | DIRECTOR Trustee or director | 1 | $0 |
| TIM MELDRUM | DIRECTOR Trustee or director | 1 | $0 |
| MEG JACOBY | DIRECTOR Trustee or director | 1 | $0 |
| SARA MEDLEY | DIRECTOR Trustee or director | 1 | $0 |
| WILLAM BATEY MD | DIRECTOR Trustee or director | 1 | $0 |
| JIM STANGER | DIRECTOR Trustee or director | 1 | $0 |
990 for the year ended May 31, 2024: 24 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| LAUREN SHEA | MD Highest-paid employee | 40 | $1,398,319 | $44,081 |
| CHRISTOPHER LINDSAY | MD Highest-paid employee | 40 | $1,259,747 | $33,153 |
| BRANDON NEWGARD | MD Highest-paid employee | 40 | $1,118,220 | $49,234 |
| WADE JOHNSON | CEO, EX OFFICIO, NON-VOTING Officer | 39 | $744,841 | $216,793 |
| KEVIN BROWN | DO Highest-paid employee | 40 | $754,020 | $45,807 |
| TIMOTHY GROSSMAN | MD Highest-paid employee | 40 | $683,630 | $33,311 |
| TODD WAMPLER | PRESIDENT SPMG Key employee | 40 | $437,334 | $34,918 |
| NATHAN COBURN | CFO Officer | 39 | $362,978 | $47,664 |
| KERRY HALE | CHIEF OF STAFF, EX OFFICIO Trustee or director, Officer | 40 | $282,797 | $37,504 |
| BRIAN LEE | VP OF OPERATIONS Key employee | 40 | $262,941 | $47,414 |
| RYAN WINN | CIO Officer | 40 | $275,765 | $23,612 |
| SHELLY HARKINS | CMO Officer | 40 | $130,865 | $36,985 |
| JUSTIN MOSNESS | SECRETARY/TREASURER Trustee or director, Officer | 1 | $0 | $0 |
| LOREN BROWN | VICE CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| RUSS BELL PHD | CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| JIM STANGER | DIRECTOR Trustee or director | 1 | $0 | $0 |
| KELLY PARSLEY | DIRECTOR Trustee or director | 1 | $0 | $0 |
| MEG JACOBY | DIRECTOR Trustee or director | 1 | $0 | $0 |
| NATE MCCARTHY | FOUNDATION CHAIR, EX OFFICIO Trustee or director | 1 | $0 | $0 |
| ROSSLYN DUNCAN | DIRECTOR Trustee or director | 1 | $0 | $0 |
| SARA MEDLEY | DIRECTOR Trustee or director | 1 | $0 | $0 |
| SENATOR MARY CAFERRO | DIRECTOR Trustee or director | 1 | $0 | $0 |
| TIM MELDRUM | DIRECTOR Trustee or director | 1 | $0 | $0 |
| WILLIAM BATEY MD | DIRECTOR Trustee or director | 1 | $0 | $0 |
990 for the year ended May 31, 2023: 24 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| CHRISTOPHER LINDSAY | MD Highest-paid employee | 40 | $1,192,786 | $31,932 |
| WADE JOHNSON | CEO, EX OFFICIO, NON-VOTING Officer | 39 | $794,325 | $235,713 |
| LAUREN SHEA | MD Highest-paid employee | 40 | $964,024 | $41,216 |
| BRANDON NEWGARD | MD Highest-paid employee | 40 | $892,591 | $50,766 |
| KEVIN BROWN | DO Highest-paid employee | 40 | $745,243 | $50,520 |
| TIMOTHY GROSSMAN | MD Highest-paid employee | 40 | $713,044 | $28,343 |
| TODD WAMPLER | PRESIDENT SPMG Key employee | 40 | $419,928 | $31,930 |
| NATHAN COBURN | CFO Officer | 39 | $379,203 | $52,122 |
| RYAN WINN | CIO Key employee | 40 | $369,127 | $47,713 |
| BRIAN LEE | VP of Operations Key employee | 40 | $279,918 | $51,730 |
| KERRY HALE | CHIEF OF STAFF, EX OFFICIO Trustee or director, Officer | 40 | $236,469 | $43,538 |
| SHELLY HARKINS | CMO Key employee | 40 | $167,423 | $46,209 |
| RUSS BELL PHD | CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| JUSTIN MOSNESS | DIRECTOR Trustee or director | 1 | $0 | $0 |
| NATE MCCARTHY | FOUNDATION CHAIR, EX OFFICIO Trustee or director | 1 | $0 | $0 |
| SENATOR MARY CAFERRO | DIRECTOR Trustee or director | 1 | $0 | $0 |
| KELLY PARSLEY | DIRECTOR Trustee or director | 1 | $0 | $0 |
| ROSSLYN DUNCAN | DIRECTOR Trustee or director | 1 | $0 | $0 |
| TIM MELDRUM | DIRECTOR Trustee or director | 1 | $0 | $0 |
| LOREN BROWN | VICE CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| MEG JACOBY | DIRECTOR Trustee or director | 1 | $0 | $0 |
| SARA MEDLEY | DIRECTOR Trustee or director | 1 | $0 | $0 |
| WILLIAM BATEY MD | DIRECTOR Trustee or director | 1 | $0 | $0 |
| JIM STANGER | DIRECTOR Trustee or director | 1 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 2475 E BROADWAY ST, HELENA, MT 59601-4928
- In care of
- % NATHAN COBURN CFO
- Principal officer (990 for 2024)
- NATHAN COBURN, 2475 BROADWAY, HELENA, MT 59601
- Signed the 990
- NATHAN COBURN, CHIEF FINANCIAL OFFICER
- Phone
- (406) 442-2480
- Website
- SPHEALTH.ORG
- Return prepared by
- BAKER TILLY ADVISORY GROUP LP
Mission
TO IMPROVE THE HEALTH, WELLNESS AND QUALITY OF LIFE OF THE PEOPLE AND COMMUNITIES WE SERVE.
Program accomplishments
- SPH IS A NONPROFIT HEALTH CARE SYSTEM LOCATED IN HELENA, MONTANA. OUR SERVICES INCLUDE BUT ARE NOT LIMITED TO A 99-BED ACUTE CARE HOSPITAL, PHYSICIAN CLINICS, CANCER TREATMENT CENTER, 24-BED BEHAVIORAL HEALTH UNIT, URGENT CARE CLINICS, HOME HEALTH AND HOSPICE CARE, DIALYSIS CENTER AND AMBULANCE SERVICES. WE PROVIDE SERVICES TO OUR RESIDENTS FROM A FIVE-COUNTY AREA (LEWIS AND CLARK, BROADWATER, POWELL, MEAGHER AND JEFFERSON COUNTIES). IN ADDITION TO FREE CARE AND/OR SUBSIDIZED CARE, CARE IS ALSO PROVIDED AT BELOW COST RATES TO PERSONS COVERED BY GOVERNMENTAL PROGRAMS.Expenses $216,570,386 · grants $134,989 · revenue $190,846,938
- THE HOSPITAL OPERATES SEVERAL PHYSICIAN CLINICS, EMPLOYING 165 PHYSICIANS AND PHYSICIAN ASSISTANTS AND NURSE PRACTITIONERS. WITHOUT THE HOSPITAL'S ASSISTANCE, LEWIS AND CLARK COUNTY WOULD BE WITHOUT MANY NEEDED MEDICAL AND SURGICAL SPECIALTIES. PHYSICIANS IN THE SPECIALTIESOF FAMILY PRACTICE, INTERNAL MEDICINE, NEUROLOGY, RHEUMATOLOGY, GASTROENTEROLOGY, ENT, CARDIOLOGY, GENERAL SURGERY, ORTHOPEDIC SURGERY, ALLERGY, NEPHROLOGY, RADIATION AND MEDICAL ONCOLOGY HAD APPROXIMATELY 685,000 RVUS.Expenses $72,190,129 · revenue $173,788,430
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 May, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | May 31, 2026 | October 15, 2026 | Not on file |
| 2024 | May 31, 2025 | October 15, 2025 | 990 on file |
| 2023 | May 31, 2024 | October 15, 2024 | 990 on file |
IRS record
- EIN
- 81-0233121
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Hospital or medical research organization
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1937
- Accounting year ends
- May
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Health care (E220)
- Assets (IRS master file)
- $446,678,284
- Income (IRS master file)
- $413,395,108
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | May 2025 | $383,762,888 | $384,734,661 | $446,678,284 | XML |
| 990-T | May 2025 | – | – | – | IRS |
| 990 | May 2024 | $370,111,868 | $337,642,599 | $465,064,719 | XML |
| 990-T | May 2024 | – | – | – | IRS |
| 990 | May 2023 | $321,100,273 | $322,501,180 | $422,143,078 | XML |
| 990-T | May 2023 | – | – | – | IRS |
| 990 | May 2022 | $316,195,673 | $307,685,104 | $451,491,963 | IRS |
| 990-T | May 2022 | – | – | – | IRS |
| 990 | May 2021 | – | – | – | IRS |
| 990-T | May 2021 | – | – | – | IRS |
| 990 | May 2020 | – | – | – | 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 81-0233121).
Questions about ST PETERS HEALTH
- What is the EIN of ST PETERS HEALTH?
- The employer identification number (EIN) of ST PETERS HEALTH is 81-0233121.
- Is ST PETERS HEALTH tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1937.
- Are donations to ST PETERS HEALTH tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does ST PETERS HEALTH 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 PETERS HEALTH due?
- The return for tax year 2025 (the year ending May 31, 2026) is due October 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did ST PETERS HEALTH last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended May 2025.
- Who is the principal officer of ST PETERS HEALTH?
- The 990 for the year ended May 31, 2025 names NATHAN COBURN.
- Who are the officers and directors of ST PETERS HEALTH?
- The 990 for the year ended May 31, 2025 lists 25 people; 13 received compensation from the organization, the highest $1,457,795 (LAUREN SHEA, MD).
- How much revenue does ST PETERS HEALTH have?
- On its 990 for the year ended May 31, 2025 it reported revenue of $383,762,888, expenses of $384,734,661 and total assets of $446,678,284 at year end.
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