Civic Intelligence

Frances Mahon Deaconess Hospital Foundation Inc.

990 • Fiscal year 2020 • EIN 81-0406872

Jan 01, 2020 to Dec 31, 2020 • Filed on May 25, 2021

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

49th percentile

0.16x

Higher debt load relative to assets than 49% of similar nonprofits.

2020 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2020

Liabilities / Revenue

93rd percentile

4.06x

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

2020 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2020

Net Margin

93rd percentile

60%

Higher net margin than 93% of similar nonprofits.

2020 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2020

Top Officer Pay

21st percentile

$0

Higher top officer pay than 21% of similar nonprofits.

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

2020 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2020

Asset Growth

50th percentile

6.1%

Faster asset growth than 50% of similar nonprofits.

2020 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2019 to 2020

Revenue Growth

15th percentile

-28%

Faster revenue growth than 15% of similar nonprofits.

2020 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2019 to 2020

Assets

Up

$6,104,382

Up $350,519 (+6.1%) from 2019

Net Assets

Up

$5,144,912

Up $349,629 (+7.3%) from 2019

Liabilities

Up

$959,470

Up $890 (+0.1%) from 2019

Revenue

Down

$236,161

Down $93,191 (-28%) from 2019

Expenses

Down

$95,581

Down $35,429 (-27%) from 2019

Net Income

Down

$140,580

Down $57,762 (-29%) from 2019

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

2020

Assets$6,104,382
Liabilities$959,470
Net Assets$5,144,912

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

2020

Revenue$236,161
Expenses$95,581
Net Income$140,580
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
May 25, 2021
Return Version
2020v4.1
Gross Receipts
$1,562,821
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$4,257,829$4,583,182▲ $325,353
Savings and Temporary Cash Investments$1,483,959$1,510,224▲ $26,265
Cash and Non-Interest-Bearing Accounts$400$401▲ $1
Accounts Receivable$-600$-1,700▼ $1,100
Total Assets$5,753,863$6,104,382▲ $350,519
Other Assets Total$12,275$12,275→ $0
Liabilities
Other Liabilities$957,745$957,745→ $0
Accounts Payable and Accrued Expenses$835$1,725▲ $890
Total Liabilities$958,580$959,470▲ $890
Net Assets / Fund Balance
Net Assets With Donor Restrictions$3,858,688$4,588,733▲ $730,045
Net Assets Without Donor Restrictions$936,595$556,179▼ $380,416
Total Net Assets Fund Balance$4,795,283$5,144,912▲ $349,629
Total Liabilities and Net Assets / Fund Balance$5,753,863$6,104,382▲ $350,519
Compensation and Service Providers

Board Members and Trustees

NameTitle
Somer HoersterPresident
Derek BeadleVice President
Bronwin HanshewDirector
Jeffrey SatherDirector
Mary Kate TihistaDirector
Michelle BigelbachDirector
Michelle EliasonDirector
Paula HicksDirector
Zak PetersonDirector
Annie CapdevilleTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$65,885
Program Service Revenue
$0
Investment Income
$152,643
Other Revenue
$17,633
All Other Contributions
$65,885
Change in Net Assets
$140,580
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$53,004
Grants and Similar Amounts Paid$42,577
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Service Investment Mgmnt Fees-$43,208-$43,208
Grants to Domestic Individuals$25,000--$25,000
Grants to Domestic Orgs$17,577--$17,577
Information Technology-$5,446-$5,446
Fees for Services Accounting-$2,120-$2,120
Other Expenses-$789-$789
Conferences and Meetings-$350-$350
Office Expenses-$41-$41
Total Functional Expenses$42,577$53,004$0$95,581
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$10,946
Fundraising Direct Expenses$0
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Holiday Tree of Life$10,946$10,946-$10,946
Total Events$10,946$10,946-$10,946
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$611
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
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 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
Somer Hoerster
Title
President
Phone
4062283500
Signed
2021-05-25
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Somer Hoerster
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/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt0159330
IRS990/SavingsAndTempCashInvstGrp/BOYAmt01483959
IRS990/SavingsAndTempCashInvstGrp/EOYAmt01510224
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt079369
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0170988
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0144853
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0447794
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt059096
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0902100
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0126851
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0141234
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0121458
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt097049
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt074325
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0560917
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.61660
IRS990ScheduleA/PublicSupportPY170Pct00.63610
IRS990ScheduleA/PublicSupportTotal170Amt0902100
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt079369
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0170988
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0144853
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0447794
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt059096
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0902100
IRS990ScheduleA/TotalSupportAmt01463017
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/ArtPublicExhibitionAmountsGrp/AssetsIncludedAmt012275
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0611
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt1957134
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0GIFT ANNUITY PAYABLE
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1LOCKE/OAKLAND ESTATE PAYABLE
IRS990ScheduleD/SolicitedAssetsSaleInd00
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalLiabilityAmt0957745
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0HOLIDAY TREE OF LIFE
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt010946
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt010946
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt010946
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt010946
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt010946
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt025000
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0SCHOLARSHIPS FOR STUDENTS ATTENDING VARIOUS UNIVERSITIES AND COLLEGES IN MONTANA IN THE MEDICAL FIELD.
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/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt05753863
IRS990/TotalAssetsEOYAmt06104382
IRS990/TotalAssetsGrp/BOYAmt05753863
IRS990/TotalAssetsGrp/EOYAmt06104382
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt065885
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt053004
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt042577
IRS990/TotalFunctionalExpensesGrp/TotalAmt095581
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0958580
IRS990/TotalLiabilitiesEOYAmt0959470
IRS990/TotalLiabilitiesGrp/BOYAmt0958580
IRS990/TotalLiabilitiesGrp/EOYAmt0959470
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt04795283
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt05144912
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt042577
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt010946
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0159330
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0236161
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt05753863
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt06104382
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
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/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0SOMER HOERSTER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum04062283500
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-05-25
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0FMDH FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0FRAN
ReturnHeader/Filer/EIN0810406872
ReturnHeader/Filer/PhoneNum04062283500
ReturnHeader/Filer/USAddress/AddressLine1Txt0MARY KATE TIHISTA DIRECTOR
ReturnHeader/Filer/USAddress/CityNm0GLASGOW
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MT
ReturnHeader/Filer/USAddress/ZIPCd059230
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0810415266
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CHMS PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0741 3RD AVE S

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
2020Detailed filing. Detailed filing data is available for this year.$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
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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