Totals
- Total revenue
- $764,148
- Total expenses
- $252,159
- Contributions and grants received
- $593,442
- Grants paid
- $219,987
- Program service revenue
- $0
- Investment income
- $203,415
- Other revenue
- -$32,709
- Total assets, end of year
- $4,498,448
- Total liabilities, end of year
- $24,338
- Net assets or fund balances, end of year
- $4,474,110
- Program services expenses (Part IX)
- $219,987
- Management and general expenses
- $26,169
- Fundraising expenses
- $6,003
- Program service expenses (Part III)
- $219,987
Program services were 87.2% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Line items
Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.
Revenue
Part VIII, the statement of revenue.
-
1c · Fundraising events
$225,298
-
1f · All other contributions, gifts and grants
$368,144
-
1g · Noncash contributions included above
$205,377
-
3 · Investment income
total $103,853 · excluded $103,853
-
7a · Gross sales of assets other than inventory
securities $658,778
-
7b · Less cost or other basis and sales expenses
securities $559,216
-
7c · Gain or loss
securities $99,562
-
7d · Net gain or loss
total $99,562 · excluded $99,562
-
8a · Fundraising events: gross income
$23,799
-
8a · Fundraising events: contributions included on line 1c
$225,298
-
8b · Fundraising events: direct expenses
$56,508
-
8c · Net income from fundraising events
total -$32,709 · excluded -$32,709
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $212,363 · program services $212,363
-
2 · Grants to domestic individuals
total $7,624 · program services $7,624
-
11c · Fees: accounting
total $2,400 · management and general $2,400
-
11f · Fees: investment management
total $18,221 · management and general $18,221
-
13 · Office expenses
total $550 · management and general $550
-
16 · Occupancy
total $188 · management and general $188
-
22 · Depreciation, depletion and amortization
total $1,996 · management and general $1,996
-
24a · Other expenses: EQUIPMENT RENTAL
total $5,551 · fundraising $5,551
-
24b · Other expenses: DUES AND SUBSCRIPTIONS
total $2,814 · management and general $2,814
-
24c · Other expenses: LICENSES AND PERMITS
total $452 · fundraising $452
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $100 · end of year $100
-
2 · Savings and temporary cash investments
beginning of year $280,037 · end of year $404,707
-
3 · Pledges and grants receivable
beginning of year $500,000 · end of year $502,703
-
10a · Land, buildings and equipment: cost or other basis
$8,972
-
10b · Land, buildings and equipment: accumulated depreciation
$8,972
-
10c · Land, buildings and equipment, net
beginning of year $0 · end of year $0
-
11 · Investments: publicly traded securities
beginning of year $3,063,015 · end of year $3,590,938
-
17 · Accounts payable and accrued expenses
beginning of year $295
-
25 · Other liabilities
beginning of year $20,219 · end of year $24,338
-
27 · Net assets without donor restrictions
beginning of year $1,287,376 · end of year $1,451,601
-
28 · Net assets with donor restrictions
beginning of year $2,535,262 · end of year $3,022,509
Mission and programs · 2024
Mission
THE FOUNDATION DELIVERS PHILANTHROPIC SUPPORT, FOSTERS COMMUNITY AWARENESS, AND SECURES THE FINANCIAL FUTURE OF BEARTOOTH BILLINGS CLINIC.
Activities or mission (Part I)
PHILANTHROPIC SUPPORT, COMMUNITY AWARENESS, AND FINANCIAL ASSISTANCE FOR BEARTOOTH BILLINGS CLINIC.
-
THE FOUNDATION SUCCESSFULLY RAISED FUNDS AND SUPPORTED BEARTOOTH BILLINGS CLINIC AND THEIR STAFF THROUGH GRANT OPPORTUNTIES. THE FOUNDATION SUCCESSFULLY IMPLEMENTED AN EMPLOYEE CRISIS FUND AND PROVIDED SCHOLARSHIPS FOR HIGHER EDUCATION TO STAFF MEMBERS SEEKING A HIGHER EDUCATION. WE SUCCESSFUL RAISED $1.2 MILLION FOR A NEW INFUSION SUITE. THIS WAS DONE WITH PROCEEDS FROM OUR ANNUAL FUNDRAISERS AND A MINI CAPITAL CAMPAIGN.
Expenses $219,987 · Grants $219,987
As filed on the 2024 return.
Listed in Part VII
-
Linda Harris CPALINDA HARRIS CPA
CFO
- Total calculated
- $153,396
- From this org
- $0
- From related orgs
- $138,067
- Other
- $15,329
- Hours/week
- 10 + 30 related
Schedule J breakdown matched by us
- Base
- $0 + $138,067 related
- Bonus
- $0
- Other
- $0
- Deferred
- $0 + $2,728 related
- Nontaxable benefits
- $0 + $12,601 related
- Filer's total
- $0 + $153,396 related
-
Sharon Norby SecretarySHARON NORBY SECRETARY
& TREASURER THEN PRESIDENT
- Total calculated
- $62,522
- From this org
- $0
- From related orgs
- $59,241
- Other
- $3,281
- Hours/week
- 2 + 40 related
-
Abby LotzABBY LOTZ
CEO
- Total calculated
- $0
- Hours/week
- 0.75 + 39.25 related
-
Rhonda BakerRHONDA BAKER
PRESIDENT THEN PAST PRESIDENT
- Total calculated
- $0
- Hours/week
- 2
-
Joe GriffinJOE GRIFFIN
VICE PRESIDENT
- Total calculated
- $0
- Hours/week
- 2
-
Michele Lentz Director ThenMICHELE LENTZ DIRECTOR THEN
SECRETARY & TREASURER
- Total calculated
- $0
- Hours/week
- 1
-
Walter ClappWALTER CLAPP
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Dr Dallas ClarkDR DALLAS CLARK
DIRECTOR (THROUGH DECEMBER 2024)
- Total calculated
- $0
- Hours/week
- 1
-
Joanne CoolidgeJOANNE COOLIDGE
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Clay CumminsCLAY CUMMINS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Dick FellowsDICK FELLOWS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Andy HartANDY HART
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Dr Jose OrtizDR JOSE ORTIZ
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Myrna RueMYRNA RUE
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.
Schedule J
Answered yes
None.
Answered no
- 4a · Severance or change-of-control payment
- 4b · Supplemental nonqualified retirement plan
- 4c · Equity-based compensation arrangement
- 5a · Pay contingent on this organization's revenues
- 5b · Pay contingent on a related organization's revenues
- 6a · Pay contingent on this organization's net earnings
- 6b · Pay contingent on a related organization's net earnings
- 7 · Other non-fixed payments
- 8 · Paid under the initial-contract exception
The filer's explanations (Part III)
- PART I, LINE 3
- BEARTOOTH BILLINGS CLINIC, A RELATED ORGANIZATION, ESTABLISHES COMPENSATION OF THE CEO. BEARTOOTH BILLINGS CLINIC USES THE FOLLOWING TO ESTABLISH THE CEO'S COMPENSATION: 1. COMPENSATION SURVEY OR STUDY 2. APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE
Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.
Grants on this return
-
$212,363
GENERAL SUPPORT
Related organizations on this return
Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.
-
501(C)(3) · HOSPITAL · MT
Provenance
- Return type
- form_990
- Tax year
- 2024
- Filed
- 8 May 2026
- IRS schema version
- 2024v5.5
- Source object
- 202601289349303740
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