Civic Intelligence

Frances Mahon Deaconess Hospital Foundation Inc.

990 • Fiscal year 2018 • EIN 81-0406872

Jan 01, 2018 to Dec 31, 2018 • Filed on May 10, 2019

Mary Kate Tihista DirectorGlasgow, MT 59230

(406) 228-3500

Siviq Scores

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

Liabilities / Assets

63rd percentile

0.19x

Higher debt load relative to assets than 63% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Liabilities / Revenue

93rd percentile

3.26x

Higher debt load relative to revenue than 93% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Net Margin

92nd percentile

54%

Higher net margin than 92% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Top Officer Pay

35th percentile

$0

Higher top officer pay than 35% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Asset Growth

33rd percentile

-2.6%

Faster asset growth than 33% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Revenue Growth

3rd percentile

-60%

Faster revenue growth than 3% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Assets

Down

$4,981,753

Down $135,268 (-2.6%) from 2017

Net Assets

Down

$4,023,253

Down $135,194 (-3.3%) from 2017

Liabilities

Down

$958,500

Down $74 (-0.0%) from 2017

Revenue

Down

$293,898

Down $444,158 (-60%) from 2017

Expenses

Up

$136,530

Up $44,113 (+48%) from 2017

Net Income

Down

$157,368

Down $488,271 (-76%) from 2017

Historical Trend

Balance Sheet Trend

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2010: $3,578,036Liabilities 2010: $917,767Net Assets 2010: $2,660,2692010Assets 2011: $3,520,025Liabilities 2011: $889,724Net Assets 2011: $2,630,3012011Assets 2012: $3,882,441Liabilities 2012: $960,561Net Assets 2012: $2,921,8802012Assets 2013: $4,116,578Liabilities 2013: $959,132Net Assets 2013: $3,157,4462013Assets 2014: $4,179,281Liabilities 2014: $959,451Net Assets 2014: $3,219,8302014Assets 2015: $4,090,696Liabilities 2015: $959,133Net Assets 2015: $3,131,5632015Assets 2016: $4,362,062Liabilities 2016: $960,299Net Assets 2016: $3,401,7632016Assets 2017: $5,117,021Liabilities 2017: $958,574Net Assets 2017: $4,158,4472017Assets 2018: $4,981,753Liabilities 2018: $958,500Net Assets 2018: $4,023,2532018Assets 2019: $5,753,863Liabilities 2019: $958,580Net Assets 2019: $4,795,2832019Assets 2020: $6,104,382Liabilities 2020: $959,470Net Assets 2020: $5,144,9122020Assets 2021: $6,841,862Liabilities 2021: $957,745Net Assets 2021: $5,884,1172021Assets 2022: $6,167,147Liabilities 2022: $957,745Net Assets 2022: $5,209,4022022Assets 2023: $6,746,972Liabilities 2023: $957,745Net Assets 2023: $5,789,2272023Assets 2024: $7,260,313Liabilities 2024: $957,745Net Assets 2024: $6,302,5682024

Highlighted filing

2018

Assets$4,981,753
Liabilities$958,500
Net Assets$4,023,253

Operations Trend

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

$800K$600K$400K$200K$0Expenses 2010: $112,6342010Expenses 2011: $122,7762011Expenses 2012: $51,7712012Revenue 2013: $185,591Expenses 2013: $179,167Net Income 2013: $6,4242013Revenue 2014: $345,549Expenses 2014: $78,911Net Income 2014: $266,6382014Revenue 2015: $307,457Expenses 2015: $129,710Net Income 2015: $177,7472015Revenue 2016: $192,182Expenses 2016: $79,128Net Income 2016: $113,0542016Revenue 2017: $738,056Expenses 2017: $92,417Net Income 2017: $645,6392017Revenue 2018: $293,898Expenses 2018: $136,530Net Income 2018: $157,3682018Revenue 2019: $329,352Expenses 2019: $131,010Net Income 2019: $198,3422019Revenue 2020: $236,161Expenses 2020: $95,581Net Income 2020: $140,5802020Revenue 2021: $512,727Expenses 2021: $152,872Net Income 2021: $359,8552021Revenue 2022: $293,970Expenses 2022: $157,696Net Income 2022: $136,2742022Revenue 2023: $298,672Expenses 2023: $146,414Net Income 2023: $152,2582023Revenue 2024: $465,799Expenses 2024: $156,843Net Income 2024: $308,9562024

Highlighted filing

2018

Revenue$293,898
Expenses$136,530
Net Income$157,368
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
May 10, 2019
Return Version
2018v3.1
Gross Receipts
$1,115,295
Mission and Program Overview

Mission

The mission of the frances mahon deaconess hospital foundation is to provide financial support to frances mahon deaconess hospital and other medically needed projects in valley county, ensuring that the medical services provided are of the highest quality.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$3,960,995$3,564,681▼ $396,314
Savings and Temporary Cash Investments$1,143,301$1,404,317▲ $261,016
Cash and Non-Interest-Bearing Accounts$400$400→ $0
Accounts Receivable$50$80▲ $30
Total Assets$5,117,021$4,981,753▼ $135,268
Other Assets Total$12,275$12,275→ $0
Liabilities
Other Liabilities$958,004$958,004→ $0
Accounts Payable and Accrued Expenses$570$496▼ $74
Total Liabilities$958,574$958,500▼ $74
Net Assets / Fund Balance
Permanently Rstr Net Assets$2,454,064$3,169,432▲ $715,368
Unrestricted Net Assets$733,716$619,845▼ $113,871
Temporarily Rstr Net Assets$213,983$233,976▲ $19,993
Total Net Assets Fund Balance$4,158,447$4,023,253▼ $135,194
Total Liabilities and Net Assets / Fund Balance$5,117,021$4,981,753▼ $135,268
Compensation and Service Providers

Board Members and Trustees

NameTitle
Shelly GeorgePresident
Stan OzarkVice President
Becky JohnsonDirector
Brianna OverbeyDirector
Derek BeadleDirector
Jon BengocheaDirector
Mary Kate TihistaDirector
Michelle BigelbachDirector
Somer HoersterDirector
Annie CapdevilleTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$106,212
Program Service Revenue
$0
Investment Income
$155,040
Other Revenue
$32,646
All Other Contributions
$106,212
Change in Net Assets
$157,368
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$75,877
Other Expenses$60,653
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$51,877--$51,877
Fees for Service Investment Mgmnt Fees-$39,312-$39,312
Grants to Domestic Individuals$24,000--$24,000
Information Technology-$5,061-$5,061
Office Expenses-$2,515-$2,515
Fees for Services Accounting-$2,110-$2,110
Other Expenses-$1,362-$1,362
Conferences and Meetings-$280-$280
Advertising-$152-$152
Fees for Services Other-$61-$61
Travel-$43-$43
Total Functional Expenses$75,877$60,653$0$136,530
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$36,384
Fundraising Direct Expenses$3,884
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Golf Tournament$20,101$20,101-$20,101
Holiday Tree of Life$15,001$15,001-$15,001
Total Events$36,384$36,384$3,884$32,500
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Locke/oakland Estate Payable$957,134
Gift Annuity Payable$870
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
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 B, Line 11B

Return is reviewed at a monthly board meeting.

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

Each board member signs the disclosure on an annual basis.

Form 990, Part VI, Section C, Line 19

Fmdh foundation makes its governing documents, conflict of interest policy, and financial statements available to the public upon request.

Filing and Contact Details

Filer

Filer Name
Fmdh Foundation Inc
EIN
81-0406872
Phone
4062283500
Address
MARY KATE TIHISTA DIRECTOR, GLASGOW, MT 59230

Signing Officer

Name
Shelly George
Title
President
Phone
4062283500
Signed
2019-05-10
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Shelly George
Formed
1982
Legal Domicile
Mt
Voting Board Members
9
Independent Board Members
9
Employees
0
Volunteers
0

Preparer

Firm
Chms Pc
Address
741 3RD AVE S, GLASGOW, MT 59230
Preparer
Richard a Wiens CPA
Phone
4062289391
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IRS990/RevenueAmt0155186
IRS990/SavingsAndTempCashInvstGrp/BOYAmt01143301
IRS990/SavingsAndTempCashInvstGrp/EOYAmt01404317
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0144853
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0447794
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt059096
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt059452
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt062558
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0773753
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0121458
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt097049
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt074325
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt070694
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt080976
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0444502
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.63510
IRS990ScheduleA/PublicSupportPY170Pct00.63410
IRS990ScheduleA/PublicSupportTotal170Amt0773753
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0144853
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0447794
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt059096
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt059452
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt062558
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0773753
IRS990ScheduleA/TotalSupportAmt01218255
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/ArtPublicExhibitionAmountsGrp/AssetsIncludedAmt012275
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0870
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt1957134
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0GIFT ANNUITY PAYABLE
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1LOCKE/OAKLAND ESTATE PAYABLE
IRS990ScheduleD/SolicitedAssetsSaleInd00
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalLiabilityAmt0958004
IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesEvent1Amt01750
IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesTotalEventsAmt01750
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt03884
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0GOLF TOURNAMENT
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0HOLIDAY TREE OF LIFE
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt0440
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt0440
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt020101
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt015001
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt01282
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt036384
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt020101
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt015001
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt01282
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt036384
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt032500
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesEvent1Amt0480
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesTotalEventsAmt0480
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt01
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt0474
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsOtherEventsAmt0740
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt01214
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt024000
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0SCHOLARSHIPS FOR STUDENTS ATTENDING VARIOUS UNIVERSITIES AND COLLEGES IN MONTANA IN THE MEDICAL FIELD.
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt018
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0FMDH FOUNDATION FOLLOWS ESTABLISHED PROCEDURES FOR GRANT REQUESTS TO ORGANIZATIONS AND SCHOLARSHIP APPLICANTS. GRANTS ARE NOT PAID UNTIL ALL REQUIREMENTS HAVE BEEN MET.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 2:
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0RETURN IS REVIEWED AT A MONTHLY BOARD MEETING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EACH BOARD MEMBER SIGNS THE DISCLOSURE ON AN ANNUAL BASIS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2FMDH FOUNDATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TemporarilyRstrNetAssetsGrp/BOYAmt0213983
IRS990/TemporarilyRstrNetAssetsGrp/EOYAmt0233976
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt05117021
IRS990/TotalAssetsEOYAmt04981753
IRS990/TotalAssetsGrp/BOYAmt05117021
IRS990/TotalAssetsGrp/EOYAmt04981753
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0106212
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt060653
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt075877
IRS990/TotalFunctionalExpensesGrp/TotalAmt0136530
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0958574
IRS990/TotalLiabilitiesEOYAmt0958500
IRS990/TotalLiabilitiesGrp/BOYAmt0958574
IRS990/TotalLiabilitiesGrp/EOYAmt0958500
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt04158447
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt04023253
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt075877
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt032500
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0155186
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0293898
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt05117021
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt04981753
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/ManagementAndGeneralAmt043
IRS990/TravelGrp/TotalAmt043
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0733716
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0619845
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0621 3RD AVE SOUTH
IRS990/USAddress/CityNm0GLASGOW
IRS990/USAddress/StateAbbreviationCd0MT
IRS990/USAddress/ZIPCd059230
IRS990/VotingMembersGoverningBodyCnt09
IRS990/VotingMembersIndependentCnt09
IRS990/WebsiteAddressTxt0HTTP://FMDH.ORG
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0SHELLY GEORGE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum04062283500
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-05-10

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.26$0.96$6.30$0.47$0.16$0.31
2023Summary only. Only limited summary data is available for this year.$6.75$0.96$5.79$0.30$0.15$0.15
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.17$0.96$5.21$0.29$0.16$0.14
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.84$0.96$5.88$0.51$0.15$0.36
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.10$0.96$5.14$0.24$0.10$0.14
2019Summary only. Only limited summary data is available for this year.$5.75$0.96$4.80$0.33$0.13$0.20
2018Detailed filing. Detailed filing data is available for this year.$4.98$0.96$4.02$0.29$0.14$0.16
2017Summary only. Only limited summary data is available for this year.$5.12$0.96$4.16$0.74$0.09$0.65
2016Summary only. Only limited summary data is available for this year.$4.36$0.96$3.40$0.19$0.08$0.11
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.09$0.96$3.13$0.31$0.13$0.18
2014Detailed filing. Detailed filing data is available for this year.$4.18$0.96$3.22$0.35$0.08$0.27
2013Detailed filing. Detailed filing data is available for this year.$4.12$0.96$3.16$0.19$0.18$0.01
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.88$0.96$2.92$0.05
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.52$0.89$2.63$0.12
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.58$0.92$2.66$0.11