Civic Intelligence

Friends of Fmc Foundation Inc

EIN 43-1975486 • 501(c)3 • Baker, MT

Profile

To help ensure the continuing quality of local healthcare services for our community. "Friends Helping Friends"

PO Box 820Baker, MT 59313

www.fallonmedical.org

Siviq Scores

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

Liabilities / Assets

19th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • $1M-$5M nonprofits • Source year 2025

Liabilities / Revenue

20th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • $1M-$5M nonprofits • Source year 2025

Net Margin

91st percentile

57%

Higher net margin than 91% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2025

Top Officer Pay

59th percentile

$81,084

Higher top officer pay than 59% of similar nonprofits.

Top officer pay equals 88.6% of source-year revenue.

501(c)3 • $1M-$5M nonprofits • Source year 2025

Asset Growth

60th percentile

7.3%

Faster asset growth than 60% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2024 to 2025

Revenue Growth

9th percentile

-35%

Faster revenue growth than 9% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2024 to 2025

Assets

Up

$1,870,012

Up $126,532 (+7.3%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Up

$1,870,012

Up $126,532 (+7.3%) from 2024

Revenue

Down

$91,562

Down $49,756 (-35%) from 2024

Expenses

Down

$39,018

Down $68,694 (-64%) from 2024

Net Income

Up

$52,544

Up $18,938 (+56%) from 2024

Trend Graphs

Balance Sheet Trend

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

$2.0M$1.5M$1.0M$500K$0Assets 2010: $428,246Liabilities 2010: $0Net Assets 2010: $428,2462010Assets 2011: $482,246Liabilities 2011: $0Net Assets 2011: $482,2462011Assets 2012: $527,908Liabilities 2012: $0Net Assets 2012: $527,9082012Assets 2013: $868,174Liabilities 2013: $0Net Assets 2013: $868,1742013Assets 2014: $1,044,249Liabilities 2014: $0Net Assets 2014: $1,044,2492014Assets 2015: $1,107,359Liabilities 2015: $0Net Assets 2015: $1,107,3592015Assets 2016: $1,174,036Liabilities 2016: $0Net Assets 2016: $1,174,0362016Assets 2017: $1,214,292Liabilities 2017: $0Net Assets 2017: $1,214,2922017Assets 2018: $1,262,362Liabilities 2018: $0Net Assets 2018: $1,262,3622018Assets 2019: $1,357,259Liabilities 2019: $0Net Assets 2019: $1,357,2592019Assets 2020: $1,386,008Liabilities 2020: $0Net Assets 2020: $1,386,0082020Assets 2021: $1,602,876Liabilities 2021: $0Net Assets 2021: $1,602,8762021Assets 2022: $1,527,456Liabilities 2022: $0Net Assets 2022: $1,527,4562022Assets 2023: $1,631,560Liabilities 2023: $0Net Assets 2023: $1,631,5602023Assets 2024: $1,743,480Liabilities 2024: $0Net Assets 2024: $1,743,4802024Assets 2025: $1,870,012Liabilities 2025: $0Net Assets 2025: $1,870,0122025

Highlighted filing

2025

Assets$1,870,012
Liabilities$0
Net Assets$1,870,012

Operations Trend

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

$200K$150K$100K$50K$0-$50KRevenue 2010: $100,855Expenses 2010: $45,937Net Income 2010: $54,9182010Revenue 2011: $77,343Expenses 2011: $64,154Net Income 2011: $13,1892011Expenses 2012: $61,3802012Expenses 2013: $43,1472013Revenue 2014: $188,776Expenses 2014: $80,063Net Income 2014: $108,7132014Revenue 2015: $123,628Expenses 2015: $54,469Net Income 2015: $69,1592015Revenue 2016: $106,935Expenses 2016: $45,928Net Income 2016: $61,0072016Revenue 2017: $96,950Expenses 2017: $92,695Net Income 2017: $4,2552017Revenue 2018: $67,505Expenses 2018: $32,687Net Income 2018: $34,8182018Revenue 2019: $93,099Expenses 2019: $34,595Net Income 2019: $58,5042019Revenue 2020: $39,350Expenses 2020: $20,724Net Income 2020: $18,6262020Revenue 2021: $42,630Expenses 2021: $19,430Net Income 2021: $23,2002021Revenue 2022: $55,884Expenses 2022: $59,941Net Income 2022: -$4,0572022Revenue 2023: $30,185Expenses 2023: $17,073Net Income 2023: $13,1122023Revenue 2024: $141,318Expenses 2024: $107,712Net Income 2024: $33,6062024Revenue 2025: $91,562Expenses 2025: $39,018Net Income 2025: $52,5442025

Highlighted filing

2025

Revenue$91,562
Expenses$39,018
Net Income$52,544

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.87$0.00$1.87$0.09$0.04$0.05
2024Detailed filing. Detailed filing data is available for this year.$1.74$0.00$1.74$0.14$0.11$0.03
2023Detailed filing. Detailed filing data is available for this year.$1.63$0.00$1.63$0.03$0.02$0.01
2022Detailed filing. Detailed filing data is available for this year.$1.53$0.00$1.53$0.06$0.06$0.00
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.60$0.00$1.60$0.04$0.02$0.02
2020Detailed filing. Detailed filing data is available for this year.$1.39$0.00$1.39$0.04$0.02$0.02
2019Detailed filing. Detailed filing data is available for this year.$1.36$0.00$1.36$0.09$0.03$0.06
2018Detailed filing. Detailed filing data is available for this year.$1.26$0.00$1.26$0.07$0.03$0.03
2017Detailed filing. Detailed filing data is available for this year.$1.21$0.00$1.21$0.10$0.09$0.00
2016Detailed filing. Detailed filing data is available for this year.$1.17$0.00$1.17$0.11$0.05$0.06
2015Detailed filing. Detailed filing data is available for this year.$1.11$0.00$1.11$0.12$0.05$0.07
2014Detailed filing. Detailed filing data is available for this year.$1.04$0.00$1.04$0.19$0.08$0.11
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.87$0.00$0.87$0.04
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.53$0.00$0.53$0.06
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.48$0.00$0.48$0.08$0.06$0.01
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.43$0.00$0.43$0.10$0.05$0.05
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Mar 11, 2026
Return Version
2024v5.5
Gross Receipts
$96,921
Mission and Program Overview

Mission

To help ensure the continuing quality of local healthcare services for our community. "Friends Helping Friends"

To coordinate Fallon Medical Complex, Inc's fundraising programs.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$1,743,480$1,870,012▲ $126,532
Total Assets$1,743,480$1,870,012▲ $126,532
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,252,743$1,452,481▲ $199,738
Net Assets With Donor Restrictions$490,737$417,531▼ $73,206
Total Net Assets Fund Balance$1,743,480$1,870,012▲ $126,532
Total Liabilities and Net Assets / Fund Balance$1,743,480$1,870,012▲ $126,532

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2024$262,989-▲ $5,959-$268,948
2023$260,795-▲ $2,194-$262,989
2022$260,014-▲ $781-$260,795
2021$259,707-▲ $307-$260,014
2020$258,575-▲ $1,132-$259,707
Compensation and Service Providers

Employees

NameTitleFull / Part TimeOtherTotal
Karol ZachmannFoundation DirectorFT$81,084$81,084
Johnna KoenigDirector (Jul-Dec) VP (Jan-Current)-$47,156$47,156

Board Members and Trustees

NameTitle
Rosanne VarnerPresident (Jul-Dec)
Evelyn NearyDirector
Jan SingerDirector
Sheri RabeDirector (Feb-Current)
David StevensDirector (Jul-Dec)
Lew PriceDirector (Mar-Current)
Laurie MackaySecretary/ Treasurer
Craig PinnowVP (Jul-Dec) Pres (Jan-Current)
Revenue and Support

Revenue Composition

Contributions and Grants
$21,974
Program Service Revenue
$0
Investment Income
$56,234
Other Revenue
$13,354
All Other Contributions
$12,166
Change in Net Assets
$52,544

Audited Revenue Reconciliation

Revenue per Audited Statements
$92,137
Revenue Not Reported on Financial Statements
$-575
Revenue Not Reported on Form 990
$141,286
Other Revenue Adjustments
$-575
Total Revenue per Audited Statements
$233,423
Total Revenue per Form 990
$91,562
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$24,538
Grants and Similar Amounts Paid$14,480
Total Fundraising Expense$150
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Service Investment Mgmnt Fees-$13,715-$13,715
Grants to Domestic Orgs$12,980--$12,980
Fees for Services Accounting-$7,810-$7,810
All Other Expenses$1,199$1,029-$2,228
Grants to Domestic Individuals$1,500--$1,500
Office Expenses-$635-$635
Advertising--$150$150
Total Functional Expenses$15,679$23,189$150$39,018

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$106,891
Expenses Not Reported on Form 990$69,073
Total Expenses per Form 990$39,018
Expenses per Audited Statements$37,818
Expenses Not Reported on Financial Statements$1,200
Other Expense Adjustments$1,200
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Fallon Medical Complex IncBaker, MT501(c)(3)General Support$12,980
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$13,893
Fundraising Direct Expenses$4,939
Gaming Gross Income$4,820
Gaming Direct Expenses$420
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Oct Breast Cancer Lunch$10,732$4,670$1,114$3,556
Total Events$10,732$4,670$1,114$3,556
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
No
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

Jan Singer and Evelyn Neary have a family relationship. Evelyn Neary has a business relationship with Karol Zachmann and Johnna Koenig.

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

The organization does not have a committee that acts on behalf of the governing body.

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

Information for the Form 990 is compiled by the executive staff. The corporation's accountants prepare the form which is emailed or mailed to the Board of Directors for the review and comment during one of their regular meetings prior to filing with the IRS.

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

The Organization's conflict of interest policy requires a duty to disclose any conflicts annually as well as during discussions. The policy covers all members of the board. Board Members complete a questionnaire annually addressing potential areas of conflicts. Conflicts are determined by each individual. If a conflict arises, the board member abstains from voting on matters that gave rise to the conflict.

Form 990, Part VI, Section B, line 15

The Foundation Director is paid by Fallon Medical Complex, a related organization, for her services to both the Foundation and the Fallon Medical Complex. Fallon Medical Complex uses the Montana Hospital Association (MHA) annual compensation data to help determine compensation for employees including the Foundation director.

Form 990, Part VI, Section C, line 19

The Organization's governing documents, conflict of interest policy and financial statements are available for public inspection at the corporation's place of business upon request.

Filing and Contact Details

Filer

Filer Name
Friends of FMC Foundation Inc
EIN
43-1975486
Phone
4067783331
Address
PO Box 820, Baker, MT 59313

Signing Officer

Name
Craig Pinnow
Title
President
Phone
4067783331
Signed
2026-03-11
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Craig Pinnow
Formed
2002
Legal Domicile
Mt
Voting Board Members
7
Independent Board Members
6
Employees
0
Volunteers
41

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:

Permanently restricted funds are used to provide a source of income to be used for Long Term Care, and/or equipment purchases on behalf of Fallon Medical Complex, and for scholarships. Principal has been invested and the generated income (temporarily restricted) is used for said purpose.

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 2D - Other Adjustments:

Expenses included in revenue in the financial statement -1,200.

Part XI, Line 4B - Other Adjustments:

Fundraising expenses in expense for financial statement -575.

Part XII, Line 2D - Other Adjustments:

Fundraising expenses in expense for financial statement 575.

Part XII, Line 4B - Other Adjustments:

Expenses included in revenue in the financial statement 1,200.

Raw XML AppendixShowing 400 of 503 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/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0To coordinate Fallon Medical Complex, Inc's fundraising programs.
IRS990/AdvertisingGrp/FundraisingAmt0150
IRS990/AdvertisingGrp/TotalAmt0150
IRS990/AllOtherContributionsAmt012166
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt01029
IRS990/AllOtherExpensesGrp/ProgramServicesAmt01199
IRS990/AllOtherExpensesGrp/TotalAmt02228
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd01
IRS990/BackupWthldComplianceInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0Karol Zachmann
IRS990/BooksInCareOfDetail/PhoneNum04067785448
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO Box 820
IRS990/BooksInCareOfDetail/USAddress/CityNm0Baker
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MT
IRS990/BooksInCareOfDetail/USAddress/ZIPCd059313
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd01
IRS990/ContriRptFundraisingEventAmt09174
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt021974
IRS990/CYGrantsAndSimilarPaidAmt014480
IRS990/CYInvestmentIncomeAmt056234
IRS990/CYOtherExpensesAmt024538
IRS990/CYOtherRevenueAmt013354
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt052544
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt039018
IRS990/CYTotalFundraisingExpenseAmt0150
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt091562
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0The purpose of Friends of Fallon Medical Complex Foundation is to provide, through all of its funds and activities, direct or indirect benefit to Fallon Medical Complex (FMC), a not-for-profit healthcare corporation, in support of its mission, so long as FMC qualifies as an organization described in Section 501(c)(3) of the Internal Revenue Code. The Foundation obtains and receives contributions, donations, gifts, or bequests entirely for the development of one or more endowment funds, to be used for financial assistance to FMC for medical education, equipment upgrades and purchases, physical plant improvements and additions, personnel programs, and any aspect of promotion and public relations devoted to the delivery of health care services in FMC's service area.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/DonorRestrictionNetAssetsGrp/BOYAmt0490737
IRS990/DonorRestrictionNetAssetsGrp/EOYAmt0417531
IRS990/DonorRstrOrQuasiEndowmentsInd01
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt014179
IRS990/FamilyOrBusinessRlnInd01
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt07810
IRS990/FeesForServicesAccountingGrp/TotalAmt07810
IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt013715
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt013715
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt00.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt10.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt20.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt319.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt40.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt50.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt60.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt70.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt80.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt95.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt00.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt10.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt20.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt30.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt40.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt50.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt60.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt70.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt80.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt935.00
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/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt32025
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt917398
IRS990/Form990PartVIISectionAGrp/PersonNm0Rosanne Varner
IRS990/Form990PartVIISectionAGrp/PersonNm1Craig Pinnow
IRS990/Form990PartVIISectionAGrp/PersonNm2Laurie Mackay
IRS990/Form990PartVIISectionAGrp/PersonNm3Johnna Koenig
IRS990/Form990PartVIISectionAGrp/PersonNm4Jan Singer
IRS990/Form990PartVIISectionAGrp/PersonNm5Evelyn Neary
IRS990/Form990PartVIISectionAGrp/PersonNm6David Stevens
IRS990/Form990PartVIISectionAGrp/PersonNm7Sheri Rabe
IRS990/Form990PartVIISectionAGrp/PersonNm8Lew Price
IRS990/Form990PartVIISectionAGrp/PersonNm9Karol Zachmann
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/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt345131
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt963686
IRS990/Form990PartVIISectionAGrp/TitleTxt0President (Jul-Dec)
IRS990/Form990PartVIISectionAGrp/TitleTxt1VP (Jul-Dec) Pres (Jan-Current)
IRS990/Form990PartVIISectionAGrp/TitleTxt2Secretary/ Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt3Dir (Jul-Dec) VP (Jan-Current)
IRS990/Form990PartVIISectionAGrp/TitleTxt4Director
IRS990/Form990PartVIISectionAGrp/TitleTxt5Director
IRS990/Form990PartVIISectionAGrp/TitleTxt6Director (Jul-Dec)
IRS990/Form990PartVIISectionAGrp/TitleTxt7Director (Feb-Current)
IRS990/Form990PartVIISectionAGrp/TitleTxt8Director (Mar-Current)
IRS990/Form990PartVIISectionAGrp/TitleTxt9Foundation Director
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr02002
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/ConsolidatedBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd01
IRS990/FundraisingAmt09174
IRS990/FundraisingDirectExpensesAmt04939
IRS990/FundraisingGrossIncomeAmt013893
IRS990/GainOrLossGrp/SecuritiesAmt011431
IRS990/GamingActivitiesInd00
IRS990/GamingDirectExpensesAmt0420
IRS990/GamingGrossIncomeAmt04820
IRS990/GoverningBodyVotingMembersCnt07
IRS990/GrantAmt012980
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt01500
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt01500
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt012980
IRS990/GrantsToDomesticOrgsGrp/TotalAmt012980
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt011431
IRS990/GrossReceiptsAmt096921
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt06
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt044803
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt044803
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt01743480
IRS990/InvestmentsPubTradedSecGrp/EOYAmt01870012
IRS990/IRPDocumentCnt01
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0MT
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt00
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd00
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0To help ensure the continuing quality of local healthcare services for our community. "Friends Helping Friends"
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt01743480
IRS990/NetAssetsOrFundBalancesEOYAmt01870012
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt011431
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt011431
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt08954
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt08954
IRS990/NetIncomeFromGamingGrp/ExclusionAmt04400
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt04400
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt073988
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt01252743
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt01452481
IRS990/NoncashContributionsAmt0634
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt0635
IRS990/OfficeExpensesGrp/TotalAmt0635
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0Craig Pinnow
IRS990/ProfessionalFundraisingInd00
IRS990/ProgSrvcAccomActy2Grp/Desc0The Friends of Fallon Medical Complex Foundation distributes funds from its capital pool for the purpose of funding scholarships to students from our service area that are pursuing a formal education in a healthcare-related field. The scholarship process is governed by established formal program criteria that define how requests are to be submitted by applicants and how they are to be evaluated by the Board of Directors. The board awarded 5 scholarships of $500 during the year, however only $1500 was paid out during the fiscal year. The other scholarship funds will be awarded once they fulfill the grade requirements during subsequent fiscal years.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt01500
IRS990/ProgSrvcAccomActy2Grp/GrantAmt01500
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt050531
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt092602
IRS990/PYInvestmentIncomeAmt086883
IRS990/PYOtherExpensesAmt015110
IRS990/PYOtherRevenueAmt03904
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt033606
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0107712
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0141318
IRS990/QuidProQuoContributionsInd01
IRS990/QuidProQuoContriDisclInd01
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt052544
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RelatedOrganizationsAmt0634
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt021974
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt050531
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt016358
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt020906
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt013414
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0123183
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt044803
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt040537
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt033658
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt028398
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt026591
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0173987
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.34260
IRS990ScheduleA/PublicSupportPY170Pct00.32300
IRS990ScheduleA/PublicSupportTotal170Amt0110579
IRS990ScheduleA/SubstantialContributorsTotAmt012604
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt021974
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt050531
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt016358
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt020906
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt013414
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0123183
IRS990ScheduleA/TotalSupportAmt0322722
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearAmt013354
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearMinus1YearAmt03904
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearMinus2YearsAmt06445
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearMinus3YearsAmt01393
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearMinus4YearsAmt0456
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt025552
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/BoardDesignatedBalanceEOYPct00.15630
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt0262989
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt0268948
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt05959
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt0260795
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt0262989
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt02194
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt0260014
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt0260795
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0781
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt0259707
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt0260014
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0307
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt0258575
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt0259707
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt01132
IRS990ScheduleD/DonatedServicesAndUseFcltsAmt068498
IRS990ScheduleD/DonatedServicesUseFcltsAmt068498
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/ExpensesNotReportedAmt069073
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt01200
IRS990ScheduleD/ExpensesSubtotalAmt037818
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/NetUnrealizedGainsInvstAmt073988
IRS990ScheduleD/OtherExpensesIncludedAmt0575
IRS990ScheduleD/OtherExpensesNotIncludedAmt01200
IRS990ScheduleD/OtherRevenueAmt0-1200
IRS990ScheduleD/OtherRevenuesNotIncludedAmt0-575
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct00.71780
IRS990ScheduleD/RevenueNotReportedAmt0141286
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt0-575
IRS990ScheduleD/RevenueSubtotalAmt092137
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0Permanently restricted funds are used to provide a source of income to be used for Long Term Care, and/or equipment purchases on behalf of Fallon Medical Complex, and for scholarships. Principal has been invested and the generated income (temporarily restricted) is used for said purpose.
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/ExplanationTxt2Expenses included in revenue in the financial statement -1,200.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt3Fundraising expenses in expense for financial statement -575.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt4Fundraising expenses in expense for financial statement 575.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt5Expenses included in revenue in the financial statement 1,200.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Part V, Line 4:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1Part X, Line 2:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc2Part XI, Line 2d - Other Adjustments:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc3Part XI, Line 4b - Other Adjustments:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc4Part XII, Line 2d - Other Adjustments:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc5Part XII, Line 4b - Other Adjustments:
IRS990ScheduleD/TermEndowmentBalanceEOYPct00.12590
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalExpensesPerForm990Amt039018
IRS990ScheduleD/TotalRevenuePerForm990Amt091562
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0233423
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0106891
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt06062
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt06062
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt01114
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Oct Breast Cancer Lunch
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt010732
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt010732
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt04670
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt04670
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt03556
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt01114
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt01114
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/RecipientTable/CashGrantAmt012980
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(c)(3)
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt00
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0General Support
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0Fallon Medical Complex Inc
IRS990ScheduleI/RecipientTable/RecipientEIN0363808993
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0PO Box 820
IRS990ScheduleI/RecipientTable/USAddress/CityNm0Baker
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0MT
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd059313
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0The Hospital has a formal process in place in order to request funds from the Foundation. The Foundation board of directors must approve any amounts requested by the Hospital. In this process the Hospital must describe what they are requesting.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0Part I, Line 2:
IRS990ScheduleI/Total501c3OrgCnt01
IRS990ScheduleI/TotalOtherOrgCnt00
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Jan Singer and Evelyn Neary have a family relationship. Evelyn Neary has a business relationship with Karol Zachmann and Johnna Koenig.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1The organization does not have a committee that acts on behalf of the governing body.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Information for the Form 990 is compiled by the executive staff. The corporation's accountants prepare the form which is emailed or mailed to the Board of Directors for the review and comment during one of their regular meetings prior to filing with the IRS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3The Organization's conflict of interest policy requires a duty to disclose any conflicts annually as well as during discussions. The policy covers all members of the board. Board Members complete a questionnaire annually addressing potential areas of conflicts. Conflicts are determined by each individual. If a conflict arises, the board member abstains from voting on matters that gave rise to the conflict.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4The Foundation Director is paid by Fallon Medical Complex, a related organization, for her services to both the Foundation and the Fallon Medical Complex. Fallon Medical Complex uses the Montana Hospital Association (MHA) annual compensation data to help determine compensation for employees including the Foundation director.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5The Organization's governing documents, conflict of interest policy and financial statements are available for public inspection at the corporation's place of business upon request.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section A, line 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section A, line 8b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section B, line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Section B, line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part VI, Section B, line 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990, Part VI, Section C, line 19
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd01
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd01
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 501(c)3 • $1M-$5M nonprofits