Civic Intelligence

Daly Hospital Foundation Inc.

990 • Fiscal year 2021 • EIN 36-3766000

Jul 01, 2020 to Jun 30, 2021 • Filed on May 16, 2022

Organization ProfileWWW.DALYHOSPITALFOUNDATION.ORG
1200 Westwood DriveHamilton, MT 59840

(406) 363-2211

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

44th percentile

0.04x

Higher debt load relative to assets than 44% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Liabilities / Revenue

48th percentile

0.08x

Higher debt load relative to revenue than 48% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Net Margin

97th percentile

89%

Higher net margin than 97% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Top Officer Pay

97th percentile

$390,082

Higher top officer pay than 97% of similar nonprofits.

Top officer pay equals 20.5% of source-year revenue.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Asset Growth

94th percentile

110%

Faster asset growth than 94% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2020 to 2021

Revenue Growth

95th percentile

234%

Faster revenue growth than 95% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets44th percentile

Assets

Up

$3,671,233

Up $1,923,542 (+110%) from 2020

Net Assets

Up

$3,515,522

Up $1,906,616 (+119%) from 2020

Liabilities

Up

$155,711

Up $16,926 (+12%) from 2020

Revenue And Expenses
Liabilities / Revenue48th percentileNet Margin97th percentile

Revenue

Up

$1,906,139

Up $1,336,202 (+234%) from 2020

Expenses

Down

$214,111

Down $522,513 (-71%) from 2020

Net Income

Up

$1,692,028

Up $1,858,715 (+1115%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth94th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$4.0M$3.0M$2.0M$1.0M$0Assets 2010: $1,209,587Liabilities 2010: $51,874Net Assets 2010: $1,157,7132010Assets 2011: $1,431,569Liabilities 2011: $62,793Net Assets 2011: $1,368,7762011Assets 2012: $1,505,260Liabilities 2012: $52,572Net Assets 2012: $1,452,6882012Assets 2013: $2,092,869Liabilities 2013: $59,951Net Assets 2013: $2,032,9182013Assets 2014: $1,998,676Liabilities 2014: $69,021Net Assets 2014: $1,929,6552014Assets 2015: $1,515,804Liabilities 2015: $71,195Net Assets 2015: $1,444,6092015Assets 2016: $1,244,450Liabilities 2016: $62,533Net Assets 2016: $1,181,9172016Assets 2017: $1,312,218Liabilities 2017: $71,306Net Assets 2017: $1,240,9122017Assets 2018: $1,520,377Liabilities 2018: $72,904Net Assets 2018: $1,447,4732018Assets 2019: $1,934,152Liabilities 2019: $122,856Net Assets 2019: $1,811,2962019Assets 2020: $1,747,691Liabilities 2020: $138,785Net Assets 2020: $1,608,9062020Assets 2021: $3,671,233Liabilities 2021: $155,711Net Assets 2021: $3,515,5222021Assets 2022: $3,261,258Liabilities 2022: $129,944Net Assets 2022: $3,131,3142022Assets 2023: $3,539,822Liabilities 2023: $180,244Net Assets 2023: $3,359,5782023Assets 2024: $1,759,840Liabilities 2024: $176,793Net Assets 2024: $1,583,0472024

Highlighted filing

2021

Assets$3,671,233
Liabilities$155,711
Net Assets$3,515,522
Open 2021 Filing

Operations Trend

Revenue Growth95th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$4.0M$2.0M$0-$2.0MExpenses 2010: $145,1822010Expenses 2011: $89,4472011Expenses 2012: $38,4352012Expenses 2013: $42,1462013Revenue 2014: $739,455Expenses 2014: $928,406Net Income 2014: -$188,9512014Revenue 2015: $923,664Expenses 2015: $1,355,253Net Income 2015: -$431,5892015Revenue 2016: $242,103Expenses 2016: $364,721Net Income 2016: -$122,6182016Revenue 2017: $446,864Expenses 2017: $477,863Net Income 2017: -$30,9992017Revenue 2018: $363,386Expenses 2018: $157,535Net Income 2018: $205,8512018Revenue 2019: $490,331Expenses 2019: $126,880Net Income 2019: $363,4512019Revenue 2020: $569,937Expenses 2020: $736,624Net Income 2020: -$166,6872020Revenue 2021: $1,906,139Expenses 2021: $214,111Net Income 2021: $1,692,0282021Revenue 2022: $538,951Expenses 2022: $632,622Net Income 2022: -$93,6712022Revenue 2023: $711,365Expenses 2023: $593,268Net Income 2023: $118,0972023Revenue 2024: $334,205Expenses 2024: $2,181,870Net Income 2024: -$1,847,6652024

Highlighted filing

2021

Revenue$1,906,139
Expenses$214,111
Net Income$1,692,028
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
May 16, 2022
Return Version
2020v4.2
Gross Receipts
$2,000,131
Mission and Program Overview

Mission

The daly hospital foundation's purpose is to advance and improve medical and healthcare excellence by providing current and future financial support for marcus daly memorial hospital.

To provide current and future financial support for marcus daly memorial hospital.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$1,232,351$1,541,669▲ $309,318
Savings and Temporary Cash Investments$137,963$1,050,000▲ $912,037
Pledges and Grants Receivable$60,000$524,647▲ $464,647
Cash and Non-Interest-Bearing Accounts$281,332$489,550▲ $208,218
Prepaid Expenses and Deferred Charges$19,626$30,930▲ $11,304
Inventories for Sale or Use$10,449$30,464▲ $20,015
Land, Buildings, and Equipment, Net$5,170$3,973▼ $1,197
Accounts Receivable$800$0▼ $800
Total Assets$1,747,691$3,671,233▲ $1,923,542
Liabilities
Other Liabilities$80,498$103,216▲ $22,718
Accounts Payable and Accrued Expenses$58,287$39,370▼ $18,917
Deferred Revenue-$13,125-
Total Liabilities$138,785$155,711▲ $16,926
Net Assets / Fund Balance
Net Assets With Donor Restrictions$1,151,853$2,926,092▲ $1,774,239
Net Assets Without Donor Restrictions$457,053$589,430▲ $132,377
Total Net Assets Fund Balance$1,608,906$3,515,522▲ $1,906,616
Total Liabilities and Net Assets / Fund Balance$1,747,691$3,671,233▲ $1,923,542

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$3,973$5,010$8,983

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2020$945,069$33,792▲ $171,536$66,595$1,083,802
2019$969,461$32,228▼ $26,910$29,710$945,069
2018$999,313-▼ $29,852-$969,461
2017$746,511$200,725▲ $52,077-$999,313
2016$632,619$5,208▲ $108,684-$746,511
Compensation and Service Providers
Top Officer Pay97th percentile

Employees

NameTitleOtherTotal
Robin YearganDirector$134,238$134,238
Trevor LewisCFO$109,392$109,392

Board Members and Trustees

NameTitle
Owen RobbinsPresident
Shannon UrsoVice President
Bill BeanDirector
Bobbi LockhartDirector
Carol ParkerDirector
Cheryl SmithDirector
Darlene CorkrumDirector
Gina CollinsDirector
Mary WoodsDirector
Michael FaulkDirector
John BishopCEO
Michele AdamsSecretary
Tom GrymesTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$1,799,058
Program Service Revenue
$0
Investment Income
$98,976
Other Revenue
$8,105
All Other Contributions
$1,701,332
Change in Net Assets
$1,692,028

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
No
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Other Non Cash Contri Table95$20,506Fair Market Value (FMV)
Other Non Cash Contri Table28$10,260-
Total Noncash Contributions123$30,766-

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,889,705
Revenue Not Reported on Financial Statements
$16,434
Revenue Not Reported on Form 990
$406,496
Total Revenue per Audited Statements
$2,296,201
Total Revenue per Form 990
$1,906,139
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$184,179
Other Expenses$29,932
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$184,179--$184,179
Fees for Service Investment Mgmnt Fees$16,434--$16,434
Other Expenses-$9,293-$9,293
Office Expenses-$1,332-$1,332
Depreciation Depletion-$1,197-$1,197
Fees for Services Other-$1,116-$1,116
Travel-$500-$500
Advertising-$60-$60
Total Functional Expenses$200,613$13,498$0$214,111

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$389,585
Total Expenses per Form 990$214,111
Expenses per Audited Statements$197,677
Expenses Not Reported on Form 990$191,908
Expenses Not Reported on Financial Statements$16,434
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Marcus Daly Memorial HospitalHamilton, MT501(c)(3)General Support$171,375
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$74,247
Fundraising Direct Expenses$66,142
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Summer Silent Auction$37,382-$1,782-
Tree of Lights$21,080-$1,070-
Total Events$89,342$1,356$39,404$-38,048
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Annuities Payable$103,216
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
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
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

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

“Marcus daly memorial hospital appoints and approves the entire foundation board.”

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

“During the fiscal year, some committees did not keep minutes of their meetings. However, all committee recommendations were voted upon by the board of directors.”

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

“The form 990 was distributed to the full board of directors for inspection. Prior to filing, the board had the opportunity to question the return preparer.”

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

“Directors, officers and key employees are required to annually disclose any existing and potential conflicts of interest. All board members, officers, and key employees are required to promptly and fully disclose any potential conflicts of interest prior to the board's acting on such transaction. After this disclosure, the board or committee determines, by majority vote, whether a conflict exists. If a conflict exists, the conflicted person may not vote on the matter, nor participate in discussions other than to provide relevant information. All such disclosures, votes and decisions are documented in the minutes of the meeting.”

Form 990, Part VI, Section C, Line 18

“In addition to being available upon request, a copy of the form 990 is also available at www.guidestar.org.”

Form 990, Part VI, Section C, Line 19

“Governing documents and conflict of interest policy are not made available to the public. Financial statements are made available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Daly Hospital Foundation Inc
EIN
36-3766000
Phone
4063632211
Address
1200 WESTWOOD DRIVE, HAMILTON, MT 59840

Signing Officer

Name
Owen Robbins
Title
Board President
Phone
4063632211
Signed
2022-05-16
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Owen Robbins
Formed
1990
Legal Domicile
Mt
Voting Board Members
12
Independent Board Members
7
Employees
0
Volunteers
70

Preparer

Firm
Cliftonlarsonallen Llp
Address
220 S 6TH STREET SUITE 300, MINNEAPOLIS, MN 55402
Preparer
Tyler Johnson
Phone
6123764500
Supplemental Narrative

Additional Explanations

FORM 990, PART XII, LINE 2C:

“The process has not changed from the prior year.”

Financial Statement Notes

PART V, LINE 4:

“All funds held by the foundation are intended to advance the mission and purposes of the foundation to provide for the benefit, improvement and welfare of the marcus daly memorial hospital.”

PART XI, LINE 2D - OTHER ADJUSTMENTS:

“Fundraising event expenses 66,142.”

PART XII, LINE 2D - OTHER ADJUSTMENTS:

“Fundraising event expenses 66,142.”

Raw XML AppendixShowing 400 of 648 raw XML fields

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

Path#Value
IRS990/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt058287
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt039370
IRS990/AccountsReceivableGrp/BOYAmt0800
IRS990/AccountsReceivableGrp/EOYAmt00
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0TO PROVIDE CURRENT AND FUTURE FINANCIAL SUPPORT FOR MARCUS DALY MEMORIAL HOSPITAL.
IRS990/AdvertisingGrp/ManagementAndGeneralAmt060
IRS990/AdvertisingGrp/TotalAmt060
IRS990/AllOtherContributionsAmt01701332
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0JILL HANSEN
IRS990/BooksInCareOfDetail/PhoneNum04063967279
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0302 N 1ST STREET SUITE 5
IRS990/BooksInCareOfDetail/USAddress/CityNm0HAMILTON
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MT
IRS990/BooksInCareOfDetail/USAddress/ZIPCd059840
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/BOYAmt0281332
IRS990/CashNonInterestBearingGrp/EOYAmt0489550
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/ContriRptFundraisingEventAmt097726
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt01799058
IRS990/CYGrantsAndSimilarPaidAmt0184179
IRS990/CYInvestmentIncomeAmt098976
IRS990/CYOtherExpensesAmt029932
IRS990/CYOtherRevenueAmt08105
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt01692028
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt0214111
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt01906139
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd01
IRS990/DeferredRevenueGrp/EOYAmt013125
IRS990/DelegationOfMgmtDutiesInd00
IRS990/DepreciationDepletionGrp/ManagementAndGeneralAmt01197
IRS990/DepreciationDepletionGrp/TotalAmt01197
IRS990/Desc0TO RECEIVE AND MAINTAIN FUNDING FOR CHARITABLE, EDUCATIONAL AND SCIENTIFIC PURPOSES THAT BENEFIT MARCUS DALY MEMORIAL HOSPITAL AND ITS PATRONS WITH EQUIPMENT, SPECIAL PROGRAMS AND OTHER ITEMS TO IMPROVE PATIENT CARE AND HOSPITAL OPERATIONS. THE FOUNDATION IS DEDICATED TO ENSURING THAT MARCUS DALY MEMORIAL HOSPITAL HAS THE BEST FACILITIES AND SERVICES FOR THE RESIDENTS OF RAVALLI COUNTY NOW AND IN THE FUTURE.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/DonorRestrictionNetAssetsGrp/BOYAmt01151853
IRS990/DonorRestrictionNetAssetsGrp/EOYAmt02926092
IRS990/DonorRstrOrQuasiEndowmentsInd01
IRS990/ElectionOfBoardMembersInd01
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt0200613
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt01116
IRS990/FeesForServicesOtherGrp/TotalAmt01116
IRS990/FeesForSrvcInvstMgmntFeesGrp/ProgramServicesAmt016434
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt016434
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt00.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt10.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt20.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt339.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt439.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt50.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt60.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt70.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt80.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt90.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt100.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt110.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt120.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt1339.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt1439.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt61.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt71.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt81.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt91.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt101.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt111.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt121.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt131.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt141.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd10X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd11X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd12X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OfficerInd5X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt319058
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt417081
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt120
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1326835
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt147309
IRS990/Form990PartVIISectionAGrp/PersonNm0OWEN ROBBINS
IRS990/Form990PartVIISectionAGrp/PersonNm1TOM GRYMES
IRS990/Form990PartVIISectionAGrp/PersonNm2SHANNON URSO
IRS990/Form990PartVIISectionAGrp/PersonNm3MICHELE ADAMS
IRS990/Form990PartVIISectionAGrp/PersonNm4ROBIN YEARGAN
IRS990/Form990PartVIISectionAGrp/PersonNm5MICHAEL FAULK
IRS990/Form990PartVIISectionAGrp/PersonNm6CHERYL SMITH
IRS990/Form990PartVIISectionAGrp/PersonNm7MARY WOODS
IRS990/Form990PartVIISectionAGrp/PersonNm8DARLENE CORKRUM
IRS990/Form990PartVIISectionAGrp/PersonNm9GINA COLLINS
IRS990/Form990PartVIISectionAGrp/PersonNm10BILL BEAN
IRS990/Form990PartVIISectionAGrp/PersonNm11CAROL PARKER
IRS990/Form990PartVIISectionAGrp/PersonNm12BOBBI LOCKHART
IRS990/Form990PartVIISectionAGrp/PersonNm13JOHN BISHOP
IRS990/Form990PartVIISectionAGrp/PersonNm14TREVOR LEWIS
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt3139002
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt4117157
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt13363247
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt14102083
IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt2VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt3SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt12DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt13CEO
IRS990/Form990PartVIISectionAGrp/TitleTxt14CFO
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01990
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd01
IRS990/FundraisingAmt097726
IRS990/FundraisingDirectExpensesAmt066142
IRS990/FundraisingGrossIncomeAmt074247
IRS990/GainOrLossGrp/SecuritiesAmt051218
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt012
IRS990/GrantAmt0184179
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt0184179
IRS990/GrantsToDomesticOrgsGrp/TotalAmt0184179
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt079068
IRS990/GrossReceiptsAmt02000131
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt07
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InventoriesForSaleOrUseGrp/BOYAmt010449
IRS990/InventoriesForSaleOrUseGrp/EOYAmt030464
IRS990/InvestmentIncomeGrp/ExclusionAmt047758
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt047758
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt01232351
IRS990/InvestmentsPubTradedSecGrp/EOYAmt01541669
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt05010
IRS990/LandBldgEquipBasisNetGrp/BOYAmt05170
IRS990/LandBldgEquipBasisNetGrp/EOYAmt03973
IRS990/LandBldgEquipCostOrOtherBssAmt08983
IRS990/LegalDomicileStateCd0MT
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt027850
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd00
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0THE DALY HOSPITAL FOUNDATION'S PURPOSE IS TO ADVANCE AND IMPROVE MEDICAL AND HEALTHCARE EXCELLENCE BY PROVIDING CURRENT AND FUTURE FINANCIAL SUPPORT FOR MARCUS DALY MEMORIAL HOSPITAL.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt01608906
IRS990/NetAssetsOrFundBalancesEOYAmt03515522
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt051218
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt051218
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt08105
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt08105
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0214588
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0457053
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0589430
IRS990/NoncashContributionsAmt030766
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt01332
IRS990/OfficeExpensesGrp/TotalAmt01332
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0OTHER EXPENSES
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt09293
IRS990/OtherExpensesGrp/TotalAmt09293
IRS990/OtherInd0X
IRS990/OtherLiabilitiesGrp/BOYAmt080498
IRS990/OtherLiabilitiesGrp/EOYAmt0103216
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt060000
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt0524647
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt019626
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt030930
IRS990/PrincipalOfficerNm0OWEN ROBBINS
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0483491
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0619223
IRS990/PYInvestmentIncomeAmt063478
IRS990/PYOtherExpensesAmt0117401
IRS990/PYOtherRevenueAmt022968
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0-166687
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0736624
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0569937
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt01692028
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0137963
IRS990/SavingsAndTempCashInvstGrp/EOYAmt01050000
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt01799058
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0483491
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0482367
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0323812
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0359139
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt03447867
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt047758
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt053683
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt063909
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt029001
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt036998
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0231349
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt0364234
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.87880
IRS990ScheduleA/PublicSupportPY170Pct00.73380
IRS990ScheduleA/PublicSupportTotal170Amt03233119
IRS990ScheduleA/SubstantialContributorsTotAmt0214748
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt01799058
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0483491
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0482367
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0323812
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0359139
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt03447867
IRS990ScheduleA/TotalSupportAmt03679216
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/BoardDesignatedBalanceEOYPct00.54706
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt0945069
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt033792
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt01083802
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0171536
IRS990ScheduleD/CYEndwmtFundGrp/OtherExpendituresAmt066595
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt0969461
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt032228
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt0945069
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-26910
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/OtherExpendituresAmt029710
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt0999313
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt0969461
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-29852
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt0746511
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt0200725
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt0999313
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt052077
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt0632619
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt05208
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt0746511
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0108684
IRS990ScheduleD/DonatedServicesAndUseFcltsAmt0125766
IRS990ScheduleD/DonatedServicesUseFcltsAmt0125766
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/EquipmentGrp/BookValueAmt03973
IRS990ScheduleD/EquipmentGrp/DepreciationAmt05010
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt08983
IRS990ScheduleD/ExpensesNotReportedAmt0191908
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt016434
IRS990ScheduleD/ExpensesSubtotalAmt0197677
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt016434
IRS990ScheduleD/InvestmentExpensesNotIncldAmt016434
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0214588
IRS990ScheduleD/OtherExpensesIncludedAmt066142
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0103216
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0ANNUITIES PAYABLE
IRS990ScheduleD/OtherRevenueAmt066142
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct00.36401
IRS990ScheduleD/RevenueNotReportedAmt0406496
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt016434
IRS990ScheduleD/RevenueSubtotalAmt01889705
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0ALL FUNDS HELD BY THE FOUNDATION ARE INTENDED TO ADVANCE THE MISSION AND PURPOSES OF THE FOUNDATION TO PROVIDE FOR THE BENEFIT, IMPROVEMENT AND WELFARE OF THE MARCUS DALY MEMORIAL HOSPITAL.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1FUNDRAISING EVENT EXPENSES 66,142.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt2FUNDRAISING EVENT EXPENSES 66,142.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART V, LINE 4:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART XI, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc2PART XII, LINE 2D - OTHER ADJUSTMENTS:

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,671,233
Liabilities
$155,711
Net assets
$3,515,522
Revenue
$1,906,139
Expenses
$214,111
Net income
$1,692,028
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.76$0.18$1.58$0.33$2.18$1.85
2023Detailed filing. Detailed filing data is available for this year.$3.54$0.18$3.36$0.71$0.59$0.12
2022Detailed filing. Detailed filing data is available for this year.$3.26$0.13$3.13$0.54$0.63$0.09
2021Detailed filing. Detailed filing data is available for this year.$3.67$0.16$3.52$1.91$0.21$1.69
2020Detailed filing. Detailed filing data is available for this year.$1.75$0.14$1.61$0.57$0.74$0.17
2019Detailed filing. Detailed filing data is available for this year.$1.93$0.12$1.81$0.49$0.13$0.36
2018Detailed filing. Detailed filing data is available for this year.$1.52$0.07$1.45$0.36$0.16$0.21
2017Detailed filing. Detailed filing data is available for this year.$1.31$0.07$1.24$0.45$0.48$0.03
2016Detailed filing. Detailed filing data is available for this year.$1.24$0.06$1.18$0.24$0.36$0.12
2015Detailed filing. Detailed filing data is available for this year.$1.52$0.07$1.44$0.92$1.36$0.43
2014Detailed filing. Detailed filing data is available for this year.$2.00$0.07$1.93$0.74$0.93$0.19
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.09$0.06$2.03$0.04
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.51$0.05$1.45$0.04
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.43$0.06$1.37$0.09
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.21$0.05$1.16$0.15