Civic Intelligence

Madison Valley Medical Center Foundation Inc.

990 • Fiscal year 2019 • EIN 81-0453395

Oct 01, 2018 to Sep 30, 2019 • Filed on Feb 15, 2020

Organization ProfileMVMCF.ORG
PO Box 993Ennis, MT 59729

(406) 682-6641

Siviq Scores

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

Liabilities / Assets

18th percentile

0.00x

Higher debt load relative to assets than 18% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Liabilities / Revenue

21st percentile

0.01x

Higher debt load relative to revenue than 21% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Net Margin

90th percentile

45%

Higher net margin than 90% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Top Officer Pay

43rd percentile

$43,958

Higher top officer pay than 43% of similar nonprofits.

Top officer pay equals 5.5% of source-year revenue.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Asset Growth

70th percentile

12%

Faster asset growth than 70% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Revenue Growth

93rd percentile

98%

Faster revenue growth than 93% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets18th percentile

Assets

Up

$4,970,714

Up $542,167 (+12%) from 2018

Net Assets

Up

$4,966,296

Up $540,517 (+12%) from 2018

Liabilities

Up

$4,418

Up $1,650 (+60%) from 2018

Revenue And Expenses
Liabilities / Revenue21st percentileNet Margin90th percentile

Revenue

Up

$794,482

Up $393,674 (+98%) from 2018

Expenses

Up

$439,371

Up $200,196 (+84%) from 2018

Net Income

Up

$355,111

Up $193,478 (+120%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth70th percentile

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2011: $705,597Liabilities 2011: $5,361Net Assets 2011: $700,2362011Assets 2012: $756,407Liabilities 2012: $3,849Net Assets 2012: $752,5582012Assets 2013: $608,029Liabilities 2013: $1,828Net Assets 2013: $606,2012013Assets 2014: $1,564,261Liabilities 2014: $3,785Net Assets 2014: $1,560,4762014Assets 2015: $3,566,142Liabilities 2015: $2,567Net Assets 2015: $3,563,5752015Assets 2016: $3,801,834Liabilities 2016: $5,603Net Assets 2016: $3,796,2312016Assets 2017: $4,292,898Liabilities 2017: $4,815Net Assets 2017: $4,288,0832017Assets 2018: $4,428,547Liabilities 2018: $2,768Net Assets 2018: $4,425,7792018Assets 2019: $4,970,714Liabilities 2019: $4,418Net Assets 2019: $4,966,2962019Assets 2020: $5,416,368Liabilities 2020: $10,518Net Assets 2020: $5,405,8502020Assets 2021: $6,246,888Liabilities 2021: $4,373Net Assets 2021: $6,242,5152021Assets 2022: $5,363,746Liabilities 2022: $5,487Net Assets 2022: $5,358,2592022Assets 2023: $6,683,610Liabilities 2023: $20,374Net Assets 2023: $6,663,2362023Assets 2024: $7,831,815Liabilities 2024: $24,943Net Assets 2024: $7,806,8722024

Highlighted filing

2019

Assets$4,970,714
Liabilities$4,418
Net Assets$4,966,296
Open 2019 Filing

Operations Trend

Revenue Growth93rd percentile

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

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2011: $763,180Expenses 2011: $761,100Net Income 2011: $2,0802011Revenue 2012: $525,675Expenses 2012: $423,353Net Income 2012: $102,3222012Expenses 2013: $466,4172013Revenue 2014: $1,202,498Expenses 2014: $257,534Net Income 2014: $944,9642014Revenue 2015: $2,303,098Expenses 2015: $273,182Net Income 2015: $2,029,9162015Revenue 2016: $499,016Expenses 2016: $355,335Net Income 2016: $143,6812016Revenue 2017: $557,081Expenses 2017: $274,017Net Income 2017: $283,0642017Revenue 2018: $400,808Expenses 2018: $239,175Net Income 2018: $161,6332018Revenue 2019: $794,482Expenses 2019: $439,371Net Income 2019: $355,1112019Revenue 2020: $562,334Expenses 2020: $382,209Net Income 2020: $180,1252020Revenue 2021: $922,675Expenses 2021: $533,038Net Income 2021: $389,6372021Revenue 2022: $880,055Expenses 2022: $443,058Net Income 2022: $436,9972022Revenue 2023: $1,540,518Expenses 2023: $725,485Net Income 2023: $815,0332023Revenue 2024: $775,314Expenses 2024: $852,570Net Income 2024: -$77,2562024

Highlighted filing

2019

Revenue$794,482
Expenses$439,371
Net Income$355,111
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2018 to Sep 30, 2019
Signed
Feb 15, 2020
Return Version
2018v3.1
Gross Receipts
$2,585,551
Mission and Program Overview

Mission

The foundation exists to inspire gifts and grants from individuals, foundations, corporations, and other entities to support the health and well-being of people in madison county and adjacent communities in southwest montana.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$3,913,365$4,606,643▲ $693,278
Pledges and Grants Receivable$277,663$321,424▲ $43,761
Savings and Temporary Cash Investments$224,487$31,761▼ $192,726
Cash and Non-Interest-Bearing Accounts$7,379$5,534▼ $1,845
Land, Buildings, and Equipment, Net$703$402▼ $301
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$4,428,547$4,970,714▲ $542,167
Other Assets Total$4,950$4,950→ $0
Liabilities
Accounts Payable and Accrued Expenses$2,768$4,418▲ $1,650
Total Liabilities$2,768$4,418▲ $1,650
Net Assets / Fund Balance
Unrestricted Net Assets$2,977,965$2,994,907▲ $16,942
Permanently Rstr Net Assets$1,006,240$1,001,976▼ $4,264
Temporarily Rstr Net Assets$441,574$969,413▲ $527,839
Total Net Assets Fund Balance$4,425,779$4,966,296▲ $540,517
Total Liabilities and Net Assets / Fund Balance$4,428,547$4,970,714▲ $542,167

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$402$4,724$5,126

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2018$3,330,210-▲ $33,927$-4,264$3,368,401
2017$3,313,235$27,470▲ $91,505$100,000$3,330,210
2016$2,914,524$118,406▲ $280,305-$3,313,235
2015$2,742,624$58,817▲ $113,083-$2,914,524
2014$838,481$1,904,143--$2,742,624
Compensation and Service Providers
Top Officer Pay43rd percentile

Employees

NameTitleFull / Part TimeBaseTotal
Dawn ConklinExecutive DirectorFT$43,958$43,958

Board Members and Trustees

NameTitle
Amy KelleyPresident
Suz RichardsVice President
Allen RohrbackBoard Member
Ann AlstedBoard Member
Dottie FosselBoard Member
Gale ArvanitesBoard Member
Jeff MontagBoard Member
Joe DilschneiderBoard Member
Josh VujovichBoard Member
Susan MetzgerSecretary
Tim CombsTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$714,360
Program Service Revenue
$0
Investment Income
$80,013
Other Revenue
$109
All Other Contributions
$714,360
Change in Net Assets
$355,111

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
Securities Publicly Traded4$20,432Broker
Other Non Cash Contri Table4$5,242Donor provided
Works of Art1$4,462Donor provided
Other Non Cash Contri Table4$4,383Donor provided
Total Noncash Contributions13$34,519-

Audited Revenue Reconciliation

Revenue per Audited Statements
$755,753
Revenue Not Reported on Financial Statements
$38,729
Revenue Not Reported on Form 990
$185,406
Total Revenue per Audited Statements
$941,159
Total Revenue per Form 990
$794,482
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$239,058
Other Expenses$138,024
Total Fundraising Expense$70,825
Salaries, Compensation, and Employee Benefits$62,289
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$239,058--$239,058
Current Officers, Directors, Trustees, and Key Employees-$32,482$25,018$57,500
Fees for Service Investment Mgmnt Fees-$38,729-$38,729
Advertising-$14,875$15,680$30,555
Fees for Services Other-$8,053$5,833$13,886
Fees for Services Accounting-$12,755-$12,755
Payroll Taxes-$2,705$2,084$4,789
All Other Expenses-$1,893$601$2,494
Other Expenses-$1,536$5,444$1,536
Insurance-$1,498-$1,498
Travel-$826$37$863
Office Expenses-$803-$803
Fees for Services Legal-$610-$610
Depreciation Depletion-$301-$301
Total Functional Expenses$239,058$129,488$70,825$439,371

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$439,371
Expenses per Audited Statements$400,642
Total Expenses per Audited Statements$400,642
Expenses Not Reported on Financial Statements$38,729
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Madison Valley Medical CenterEnnis, MT501(c)(3)Support the Purposes of the Center.$239,058
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
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
Yes
Other officer compensation reviewed
Yes
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, Line 11B: Form 990 Review Process

“Board reviewed the 990 before it was finalized.”

Form 990, Part VI, Line 12C: Explanation of Monitoring and Enforcement of Conflicts

“The organization makes each employee and board member aware of the conflict of interest policy.”

Form 990, Part VI, Line 15A: Compensation Review & Approval Process - CEO, Top Management

“The board reviews comparability data in determining the executive director's salary.”

Form 990, Part VI, Line 15B: Compensation Review and Approval Process for Officers and Key Employees

“The board reviews comparability data in determining the salary of other employees (if any).”

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“These documents are available upon request.”

Filing and Contact Details

Filer

Filer Name
Madison Valley Medical Center Foundation
EIN
81-0453395
Phone
4066826641
Address
PO BOX 993, ENNIS, MT 59729

Signing Officer

Name
Tim Combs
Title
Treasurer
Signed
2020-02-15
Discuss with paid preparer
Yes

Organization Details

Formed
1988
Legal Domicile
Mt
Voting Board Members
11
Independent Board Members
11
Employees
1

Preparer

Firm
Tangaro & Company CPAs PLLC
Address
403 West Mendenhall Street, Bozeman, MT 59715
Preparer
Sydni Tangaro CPA
Phone
4065954881
Supplemental Narrative

Financial Statement Notes

Part V, Line 4: Intended uses of the endowment fund.

“Support the general operations of the foundation, funding and support of specific programs of the foundation, including supporting the mission of the madison valley medical center.”

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IRS990/MissionDesc0THE FOUNDATION EXISTS TO INSPIRE GIFTS AND GRANTS FROM INDIVIDUALS, FOUNDATIONS, CORPORATIONS, AND OTHER ENTITIES TO SUPPORT THE HEALTH AND WELL-BEING OF PEOPLE IN MADISON COUNTY AND ADJACENT COMMUNITIES IN SOUTHWEST MONTANA.
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IRS990/OtherExpensesGrp/Desc1COMPLIANCE FEES
IRS990/OtherExpensesGrp/Desc2Printing and Publications
IRS990/OtherExpensesGrp/Desc3BANK CHARGES
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IRS990/OtherExpensesGrp/FundraisingAmt15444
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IRS990/OtherExpensesGrp/ManagementAndGeneralAmt11536
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IRS990/OtherExpensesGrp/TotalAmt112422
IRS990/OtherExpensesGrp/TotalAmt25444
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IRS990/PoliticalCampaignActyInd0false
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IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
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IRS990/ReconcilationRevenueExpnssAmt0355111
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0224487
IRS990/SavingsAndTempCashInvstGrp/EOYAmt031761
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd0false
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IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd0false
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IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd0false
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IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd0false
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0THE ARTICLES OF INCORPORATION OF THE FOUNDATION STATE THAT THE FOUNDATION IS ORGANIZED EXCLUSIVELY TO BENEFIT THE MISSION OF THE MADISON VALLEY MEDICAL CENTER (THE CENTER).THE FOUNDATION'S BYLAWS REQUIRE THAT AT LEAST TWO OF THE DIRECTORS MUST BE TRUSTEES OF THE CENTER.ALL OTHER BOARD OF DIRECTOR MEMBERS (LIMITED TO 8) MUST BE APPROVED BY THE CENTER'S BOARD OF DIRECTORS AND ARE MEMBERS OF THE COMMUNITY.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0Part IV, Section C, Line 1: Control Or Management Of Supported Orgs.
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IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt058817
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Document Assets

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Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,970,714
Liabilities
$4,418
Net assets
$4,966,296
Revenue
$794,482
Expenses
$439,371
Net income
$355,111
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$7.83$0.02$7.81$0.78$0.85$0.08
2023Detailed filing. Detailed filing data is available for this year.$6.68$0.02$6.66$1.54$0.73$0.82
2022Detailed filing. Detailed filing data is available for this year.$5.36$0.01$5.36$0.88$0.44$0.44
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.25$0.00$6.24$0.92$0.53$0.39
2020Detailed filing. Detailed filing data is available for this year.$5.42$0.01$5.41$0.56$0.38$0.18
2019Detailed filing. Detailed filing data is available for this year.$4.97$0.00$4.97$0.79$0.44$0.36
2018Detailed filing. Detailed filing data is available for this year.$4.43$0.00$4.43$0.40$0.24$0.16
2017Detailed filing. Detailed filing data is available for this year.$4.29$0.00$4.29$0.56$0.27$0.28
2016Detailed filing. Detailed filing data is available for this year.$3.80$0.01$3.80$0.50$0.36$0.14
2015Detailed filing. Detailed filing data is available for this year.$3.57$0.00$3.56$2.30$0.27$2.03
2014Detailed filing. Detailed filing data is available for this year.$1.56$0.00$1.56$1.20$0.26$0.94
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.61$0.00$0.61$0.47
2012Summary only. Only limited summary data is available for this year.$0.76$0.00$0.75$0.53$0.42$0.10
2011Summary only. Only limited summary data is available for this year.$0.71$0.01$0.70$0.76$0.76$0.00