Civic Intelligence

Barrett Hospital Foundation Inc

EIN 36-3597000 • 501(c)3 • Dillon, MT

Profile

Barrett Hospital Foundation's mission is to engage and steward healthcare philanthropy, funds, services, and programs to enhance Barrett Hospital and Healthcare, ensuring continuous healthcare excellence for our community.

600 Highway 91 SouthDillon, MT 59725

barretthospital.org/foundation

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

39th percentile

0.02x

Higher debt load relative to assets than 39% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2022

Liabilities / Revenue

43rd percentile

0.05x

Higher debt load relative to revenue than 43% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2022

Net Margin

61st percentile

11%

Higher net margin than 61% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2022

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

22nd percentile

-5.2%

Faster asset growth than 22% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2021 to 2022

Revenue Growth

65th percentile

16%

Faster revenue growth than 65% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets39th percentile

Assets

Up

$6,332,939

Up $1,214,250 (+24%) from 2023

Liabilities

Down

$0

Down $32,811 (-100%) from 2023

Net Assets

Up

$6,332,939

Up $1,247,061 (+25%) from 2023

Operations
Liabilities / Revenue43rd percentileNet Margin61st percentile

Revenue

Down

$1,283,121

Down $2,610,685 (-67%) from 2023

Expenses

Up

$444,060

Up $326,268 (+277%) from 2023

Net Income

Down

$839,061

Down $2,936,953 (-78%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth22nd percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$8.0M$6.0M$4.0M$2.0M$0Assets 2011: $1,545,987Liabilities 2011: $16,203Net Assets 2011: $1,529,7842011Assets 2012: $1,309,652Liabilities 2012: $6,454Net Assets 2012: $1,303,1982012Assets 2013: $1,052,119Liabilities 2013: $5,977Net Assets 2013: $1,046,1422013Assets 2014: $920,333Liabilities 2014: $7,652Net Assets 2014: $912,6812014Assets 2015: $820,644Liabilities 2015: $3,678Net Assets 2015: $816,9662015Assets 2016: $905,098Liabilities 2016: $831Net Assets 2016: $904,2672016Assets 2017: $726,751Liabilities 2017: $1,793Net Assets 2017: $724,9582017Assets 2018: $1,056,052Liabilities 2018: $4,066Net Assets 2018: $1,051,9862018Assets 2019: $1,007,199Liabilities 2019: $0Net Assets 2019: $1,007,1992019Assets 2020: $1,156,171Liabilities 2020: $11,456Net Assets 2020: $1,144,7152020Assets 2021: $1,310,289Liabilities 2021: $2,261Net Assets 2021: $1,308,0282021Assets 2022: $1,242,478Liabilities 2022: $30,567Net Assets 2022: $1,211,9112022Assets 2023: $5,118,689Liabilities 2023: $32,811Net Assets 2023: $5,085,8782023Assets 2024: $6,332,939Liabilities 2024: $0Net Assets 2024: $6,332,9392024

Highlighted filing

2024

Assets$6,332,939
Liabilities$0
Net Assets$6,332,939
Open 2024 Filing

Operations Trend

Revenue Growth65th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$4.0M$2.0M$0-$2.0MExpenses 2011: $1,212,8802011Expenses 2012: $650,8532012Expenses 2013: $1,587,3582013Revenue 2014: $363,943Expenses 2014: $516,587Net Income 2014: -$152,6442014Revenue 2015: $288,600Expenses 2015: $360,905Net Income 2015: -$72,3052015Revenue 2016: $300,663Expenses 2016: $206,267Net Income 2016: $94,3962016Revenue 2017: $215,113Expenses 2017: $417,787Net Income 2017: -$202,6742017Revenue 2018: $630,309Expenses 2018: $299,608Net Income 2018: $330,7012018Revenue 2019: $451,064Expenses 2019: $508,897Net Income 2019: -$57,8332019Revenue 2020: $532,606Expenses 2020: $383,616Net Income 2020: $148,9902020Revenue 2021: $525,054Expenses 2021: $486,482Net Income 2021: $38,5722021Revenue 2022: $611,476Expenses 2022: $546,738Net Income 2022: $64,7382022Revenue 2023: $3,893,806Expenses 2023: $117,792Net Income 2023: $3,776,0142023Revenue 2024: $1,283,121Expenses 2024: $444,060Net Income 2024: $839,0612024

Highlighted filing

2024

Revenue$1,283,121
Expenses$444,060
Net Income$839,061
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$6,332,939
Liabilities
$0
Net assets
$6,332,939
Revenue
$1,283,121
Expenses
$444,060
Net income
$839,061
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$6.33$0.00$6.33$1.28$0.44$0.84
2023Detailed filing. Detailed filing data is available for this year.$5.12$0.03$5.09$3.89$0.12$3.78
2022Detailed filing. Detailed filing data is available for this year.$1.24$0.03$1.21$0.61$0.55$0.06
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.31$0.00$1.31$0.53$0.49$0.04
2020Detailed filing. Detailed filing data is available for this year.$1.16$0.01$1.14$0.53$0.38$0.15
2019Detailed filing. Detailed filing data is available for this year.$1.01$0.00$1.01$0.45$0.51$0.06
2018Detailed filing. Detailed filing data is available for this year.$1.06$0.00$1.05$0.63$0.30$0.33
2017Detailed filing. Detailed filing data is available for this year.$0.73$0.00$0.72$0.22$0.42$0.20
2016Detailed filing. Detailed filing data is available for this year.$0.91$0.00$0.90$0.30$0.21$0.09
2015Detailed filing. Detailed filing data is available for this year.$0.82$0.00$0.82$0.29$0.36$0.07
2014Detailed filing. Detailed filing data is available for this year.$0.92$0.01$0.91$0.36$0.52$0.15
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.05$0.01$1.05$1.59
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.31$0.01$1.30$0.65
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.55$0.02$1.53$1.21
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
May 14, 2025
Return Version
2023v6.0
Gross Receipts
$1,985,213
Mission and Program Overview

Mission

Barrett Hospital Foundation's mission is to engage and steward healthcare philanthropy, funds, services, and programs to enhance Barrett Hospital and Healthcare, ensuring continuous healthcare excellence for our community.

Fundraising for Hospital endowment and program service.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$4,405,101$5,191,405▲ $786,304
Savings and Temporary Cash Investments$357,565$1,105,668▲ $748,103
Pledges and Grants Receivable$353,404$31,767▼ $321,637
Accounts Receivable$170$2,226▲ $2,056
Prepaid Expenses and Deferred Charges$2,449$1,873▼ $576
Land, Buildings, and Equipment, Net$0$0→ $0
Total Assets$5,118,689$6,332,939▲ $1,214,250
Liabilities
Accounts Payable and Accrued Expenses$25,161$0▼ $25,161
Deferred Revenue$7,650$0▼ $7,650
Total Liabilities$32,811$0▼ $32,811
Net Assets / Fund Balance
Net Assets With Donor Restrictions$4,640,228$5,827,865▲ $1,187,637
Net Assets Without Donor Restrictions$445,650$505,074▲ $59,424
Total Net Assets Fund Balance$5,085,878$6,332,939▲ $1,247,061
Total Liabilities and Net Assets / Fund Balance$5,118,689$6,332,939▲ $1,214,250

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$0$11,879$11,879

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2023$3,062,253$541,632▲ $346,619-$3,950,504
2022$350,614$2,619,929▲ $91,710-$3,062,253
2021$276,172$99,030▼ $24,588-$350,614
2020$234,990$19,601▲ $21,581-$276,172
2019$216,933$15,955▲ $2,102-$234,990
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeOtherTotal
Brooke ErbExecutive DirectorPT$55,610$55,610

Board Members and Trustees

NameTitle
Kolby MalesichChair
Danielle BeckVice Chair
Cody MeineDirector
Dr Kelly SmithDirector
Laurie MooreDirector
Mary Ann NicholsDirector
Shane PuyearDirector
Tyler ForresterDirector
Rebecca JonesDirector (March-June)
Anna LogeDirector (May-June)
Nikky OswaldDirector (May-June)
Katherine BarnettDirector (Sept-June)
Janet TatarkaDirector (until July)
Taylor RoseCEO - Bhh
Lindsay BuhrSecretary/Treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$1,117,585
Program Service Revenue
$0
Investment Income
$175,607
Other Revenue
$-10,071
All Other Contributions
$1,047,300
Change in Net Assets
$839,061

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,264,928
Revenue Not Reported on Financial Statements
$18,193
Revenue Not Reported on Form 990
$517,247
Other Revenue Adjustments
$-18,630
Total Revenue per Audited Statements
$1,782,175
Total Revenue per Form 990
$1,283,121
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$396,316
Other Expenses$47,744
Total Fundraising Expense$1,624
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$364,748--$364,748
Fees for Service Investment Mgmnt Fees-$36,823-$36,823
Grants to Domestic Individuals$31,568--$31,568
Advertising-$3,477-$3,477
Office Expenses-$1,061$1,624$2,685
Other Expenses$2,008$655-$2,663
Conferences and Meetings-$1,445-$1,445
Travel-$651-$651
Total Functional Expenses$398,324$44,112$1,624$444,060

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$535,114
Total Expenses per Form 990$444,060
Expenses per Audited Statements$407,237
Expenses Not Reported on Form 990$127,877
Expenses Not Reported on Financial Statements$36,823
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Barrett Hospital Development CorporationDillon, MT501(c)(3)Program Support$364,748
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$18,630
Fundraising Gross Income$8,559
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Endowment Gala$78,844$8,559$8,548$11
Total Events$78,844$8,559$18,630$-10,071
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
Yes
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, line 2

“Brooke Erb, Anna Loge, Kelly Smith and Danielle Beck have a business relationship with Taylor Rose.”

Form 990, Part VI, Section A, line 7A

“The Board of Trustees of Barrett Hospital Development Corporation has the authority to have one representative on the Foundation's board. In addition, the CEO of Barrett Hospital Development Corporation serves as an ex-officio director of the Foundation.”

Form 990, Part VI, Section A, line 8B

“There are no committees with the authority to act on behalf of the governing body.”

Form 990, Part VI, Section B, line 11B

“The Executive Director reviews the Form 990 prior to filing. Additionally, due to the sensitive nature of the donations received, a Public Disclosure copy of the Form 990 is provided to the Board for their review and approval.”

Form 990, Part VI, Section B, line 12C

“Annually all employees, the CEO, and board members are required to complete a conflict of interest statement. All possible conflicts of interest are reviewed by the Compliance Committee. The Committee determines what, if any, action is necessary for the individual with the potential conflict to take to avoid said conflict. For board members, this would include recusing themselves during discussions/voting on related matters.”

Form 990, Part VI, Section B, line 15

“The Executive Director is compensated by Barrett Hospital Development Corporation (BHDC). BHDC has processes in place for determining compensation of the Executive Director.”

Form 990, Part VI, Section C, line 19

“The Organization makes its governing documents and financial statements available to the public upon request.”

Form 990, Part VII, Section A:

“Taylor Rose receives compensation from an unrelated management company which is paid by a related organization.”

Filing and Contact Details

Filer

Filer Name
Barrett Hospital Foundation Inc
EIN
36-3597000
Phone
4066833000
Address
600 Highway 91 South, Dillon, MT 59725

Signing Officer

Name
Mary Ann Nicholas
Title
Executive Director
Phone
4066833000
Signed
2025-05-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Mary Ann Nicholas
Formed
1989
Legal Domicile
Mt
Voting Board Members
13
Independent Board Members
10
Employees
0
Volunteers
20

Preparer

Firm
Eide Bailly LLP
Address
4585 Coleman St Ste 200, Bismarck, ND 58503
Preparer
Lisa Chaffee CPA
Phone
7012551091
Supplemental Narrative

Financial Statement Notes

Part V, Line 4:

“The endowment fund provides the Foundation with a new and creative opportunity to build a pool of money for long-term growth and income, the earnings of which are applied to approved specific programs or projects as approved by the board.”

Part X, Line 2:

“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.”

Part XI, Line 4B - Other Adjustments:

“Special Event Expenses in Expense for financial statement -18,630.”

Part XII, Line 2D - Other Adjustments:

“Special Event Expenses in Expense for financial statement 18,630.”

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This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/Form990PartVIISectionAGrp/PersonNm1Danielle Beck
IRS990/Form990PartVIISectionAGrp/PersonNm2Lindsay Buhr
IRS990/Form990PartVIISectionAGrp/PersonNm3Shane Puyear
IRS990/Form990PartVIISectionAGrp/PersonNm4Cody Meine
IRS990/Form990PartVIISectionAGrp/PersonNm5Anna Loge
IRS990/Form990PartVIISectionAGrp/PersonNm6Laurie Moore
IRS990/Form990PartVIISectionAGrp/PersonNm7Rebecca Jones
IRS990/Form990PartVIISectionAGrp/PersonNm8Nikky Oswald
IRS990/Form990PartVIISectionAGrp/PersonNm9Katherine Barnett
IRS990/Form990PartVIISectionAGrp/PersonNm10Janet Tatarka
IRS990/Form990PartVIISectionAGrp/PersonNm11Mary Ann Nichols
IRS990/Form990PartVIISectionAGrp/PersonNm12Dr Kelly Smith
IRS990/Form990PartVIISectionAGrp/PersonNm13Tyler Forrester
IRS990/Form990PartVIISectionAGrp/PersonNm14Brooke Erb
IRS990/Form990PartVIISectionAGrp/PersonNm15Taylor Rose
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt1171344
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt5289853
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt12342292
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt1454341
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/TitleTxt0Chair
IRS990/Form990PartVIISectionAGrp/TitleTxt1Vice Chair
IRS990/Form990PartVIISectionAGrp/TitleTxt2Secretary/Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt3Director
IRS990/Form990PartVIISectionAGrp/TitleTxt4Director
IRS990/Form990PartVIISectionAGrp/TitleTxt5Director (May-June)
IRS990/Form990PartVIISectionAGrp/TitleTxt6Director
IRS990/Form990PartVIISectionAGrp/TitleTxt7Director (March-June)
IRS990/Form990PartVIISectionAGrp/TitleTxt8Director (May-June)
IRS990/Form990PartVIISectionAGrp/TitleTxt9Director (Sept-June)
IRS990/Form990PartVIISectionAGrp/TitleTxt10Director (until July)
IRS990/Form990PartVIISectionAGrp/TitleTxt11Director
IRS990/Form990PartVIISectionAGrp/TitleTxt12Director
IRS990/Form990PartVIISectionAGrp/TitleTxt13Director
IRS990/Form990PartVIISectionAGrp/TitleTxt14Executive Director
IRS990/Form990PartVIISectionAGrp/TitleTxt15CEO - BHH
IRS990/Form990ProvidedToGvrnBodyInd00
IRS990/FormationYr01989
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/ConsolAndSepBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd01
IRS990/FundraisingAmt070285
IRS990/FundraisingDirectExpensesAmt018630
IRS990/FundraisingGrossIncomeAmt08559
IRS990/GainOrLossGrp/SecuritiesAmt024287
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt013
IRS990/GrantAmt0364748
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt031568
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt031568
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt0364748
IRS990/GrantsToDomesticOrgsGrp/TotalAmt0364748
IRS990/GrantsToIndividualsInd01
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0707749
IRS990/GrossReceiptsAmt01985213
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt010
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt0151320
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0151320
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt04405101
IRS990/InvestmentsPubTradedSecGrp/EOYAmt05191405
IRS990/IRPDocumentCnt01
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt011879
IRS990/LandBldgEquipBasisNetGrp/BOYAmt00
IRS990/LandBldgEquipBasisNetGrp/EOYAmt00
IRS990/LandBldgEquipCostOrOtherBssAmt011879
IRS990/LegalDomicileStateCd0MT
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0683462
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd00
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0Barrett Hospital Foundation's mission is to engage and steward healthcare philanthropy, funds, services, and programs to enhance Barrett Hospital and Healthcare, ensuring continuous healthcare excellence for our community.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt05085878
IRS990/NetAssetsOrFundBalancesEOYAmt06332939
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt024287
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt024287
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt0-10071
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt0-10071
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0396894
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0445650
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0505074
IRS990/NoncashContributionsAmt017684
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/FundraisingAmt01624
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt01061
IRS990/OfficeExpensesGrp/TotalAmt02685
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0Miscellaneous
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0655
IRS990/OtherExpensesGrp/ProgramServicesAmt02008
IRS990/OtherExpensesGrp/TotalAmt02663
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt0353404
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt031767
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt02449
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt01873
IRS990/PrincipalOfficerNm0Mary Ann Nicholas
IRS990/ProfessionalFundraisingInd00
IRS990/ProgSrvcAccomActy2Grp/Desc0The organization granted 6 scholarships during the 2024 fiscal year.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt06285
IRS990/ProgSrvcAccomActy2Grp/GrantAmt06285
IRS990/ProgSrvcAccomActy3Grp/Desc0The organization gave assistance to 52 recipients for breast related tests and procedures through its Southwest Montana Mammography Program.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt025283
IRS990/ProgSrvcAccomActy3Grp/GrantAmt025283
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt03837650
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0111485
IRS990/PYInvestmentIncomeAmt056156
IRS990/PYOtherExpensesAmt06307
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt03776014
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0117792
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt03893806
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0839061
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0357565
IRS990/SavingsAndTempCashInvstGrp/EOYAmt01105668
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0Description: Unusual grant Date: 06/30/23 Amount: 3455245. Description: Unusual grant Date: 06/30/24 Amount: 718801.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0Schedule A, Part VI, List of Unusual Grants:
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt01117585
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0382405
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0565326
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0481302
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0522198
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt03068816
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0151320
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt033426
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt038683
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt026428
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt030036
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0279893
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.77650
IRS990ScheduleA/PublicSupportPY170Pct00.69370
IRS990ScheduleA/PublicSupportTotal170Amt02600241
IRS990ScheduleA/SubstantialContributorsTotAmt0468575
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt01117585
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0382405
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0565326
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0481302
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0522198
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt03068816
IRS990ScheduleA/TotalSupportAmt03348709
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/BoardDesignatedBalanceEOYPct00.00000
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt03062253
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt0541632
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt03950504
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0346619
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt0350614
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt02619929
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt03062253
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt091710
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt0276172
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt099030
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt0350614
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-24588
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt0234990
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt019601
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt0276172
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt021581
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt0216933
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt015955
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt0234990
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt02102
IRS990ScheduleD/DonatedServicesAndUseFcltsAmt0120353
IRS990ScheduleD/DonatedServicesUseFcltsAmt0109247
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/EquipmentGrp/BookValueAmt00
IRS990ScheduleD/EquipmentGrp/DepreciationAmt011879
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt011879
IRS990ScheduleD/ExpensesNotReportedAmt0127877
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt036823
IRS990ScheduleD/ExpensesSubtotalAmt0407237
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt036823
IRS990ScheduleD/InvestmentExpensesNotIncldAmt036823
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0396894
IRS990ScheduleD/OtherExpensesIncludedAmt018630
IRS990ScheduleD/OtherRevenuesNotIncludedAmt0-18630
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct00.89000
IRS990ScheduleD/RevenueNotReportedAmt0517247
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt018193
IRS990ScheduleD/RevenueSubtotalAmt01264928
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0The endowment fund provides the Foundation with a new and creative opportunity to build a pool of money for long-term growth and income, the earnings of which are applied to approved specific programs or projects as approved by the board.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1The 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.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt2Special Event Expenses in Expense for financial statement -18,630.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt3Special Event Expenses in Expense for financial statement 18,630.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Part V, Line 4:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1Part X, Line 2:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc2Part XI, Line 4b - Other Adjustments:

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