Totals
- Total revenue
- $10,435,769
- Total expenses
- $6,131,562
- Contributions and grants received
- $9,969,030
- Grants paid
- $5,507,591
- Program service revenue
- $0
- Investment income
- $663,123
- Other revenue
- -$196,384
- Total assets, end of year
- $124,586,649
- Total liabilities, end of year
- $1,381,889
- Net assets or fund balances, end of year
- $123,204,760
- Program services expenses (Part IX)
- $5,507,591
- Management and general expenses
- $560,459
- Fundraising expenses
- $63,512
- Program service expenses (Part III)
- $5,507,591
Program services were 89.8% 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
$672,275
-
1d · Related organizations
$9,575
-
1e · Government grants (contributions)
$2,204,286
-
1f · All other contributions, gifts and grants
$7,082,894
-
1g · Noncash contributions included above
$1,572,853
-
3 · Investment income
total $2,921,463 · excluded $2,921,463
-
4 · Income from investment of tax-exempt bond proceeds
total $0
-
5 · Royalties
total $0
-
6c · Rental income or loss
real property $0 · personal property $0
-
6d · Net rental income or loss
total $0
-
7a · Gross sales of assets other than inventory
securities $44,967,547
-
7b · Less cost or other basis and sales expenses
securities $47,225,887
-
7c · Gain or loss
securities -$2,258,340
-
7d · Net gain or loss
total -$2,258,340 · excluded -$2,258,340
-
8a · Fundraising events: gross income
$177,418
-
8a · Fundraising events: contributions included on line 1c
$672,275
-
8b · Fundraising events: direct expenses
$390,503
-
8c · Net income from fundraising events
total -$213,085 · excluded -$213,085
-
9a · Gaming: gross income
$33,685
-
9b · Gaming: direct expenses
$16,984
-
9c · Net income from gaming
total $16,701 · excluded $16,701
-
10a · Gross sales of inventory
$0
-
10b · Cost of goods sold
$0
-
10c · Net income from sales of inventory
total $0
-
11e · Other revenue, total
$0
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $5,259,418 · program services $5,259,418
-
2 · Grants to domestic individuals
total $248,173 · program services $248,173
-
3 · Grants to foreign organizations and individuals
total $0
-
4 · Benefits paid to or for members
total $0
-
5 · Compensation of officers, directors and key employees
total $0
-
6 · Compensation of disqualified persons
total $0
-
7 · Other salaries and wages
total $0
-
8 · Pension plan contributions
total $0
-
9 · Other employee benefits
total $0
-
10 · Payroll taxes
total $0
-
11a · Fees: management
total $0
-
11b · Fees: legal
total $0
-
11c · Fees: accounting
total $33,410 · management and general $33,410
-
11d · Fees: lobbying
total $0
-
11e · Fees: professional fundraising services
total $0
-
11f · Fees: investment management
total $438,705 · management and general $438,705
-
11g · Fees: other
total $28,694 · management and general $170 · fundraising $28,524
-
12 · Advertising and promotion
total $0
-
13 · Office expenses
total $8,102 · management and general $1,686 · fundraising $6,416
-
14 · Information technology
total $37,278 · management and general $16,075 · fundraising $21,203
-
15 · Royalties
total $0
-
16 · Occupancy
total $384 · management and general $384
-
17 · Travel
total $1,881 · fundraising $1,881
-
18 · Travel or entertainment for public officials
total $0
-
19 · Conferences, conventions and meetings
total $7,584 · management and general $4,781 · fundraising $2,803
-
20 · Interest
total $0
-
21 · Payments to affiliates
total $0
-
22 · Depreciation, depletion and amortization
total $33,746 · management and general $33,746
-
23 · Insurance
total $4,154 · management and general $4,154
-
24a · Other expenses: Dues and Fees
total $15,128 · management and general $15,033 · fundraising $95
-
24b · Other expenses: G & A Expense
total $5,625 · management and general $3,035 · fundraising $2,590
-
24c · Other expenses: Annual Report/Philanthropy
total $9,280 · management and general $9,280
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $940 · end of year $250
-
2 · Savings and temporary cash investments
beginning of year $1,263,879 · end of year $3,392,101
-
3 · Pledges and grants receivable
beginning of year $9,385,879 · end of year $6,859,825
-
4 · Accounts receivable
beginning of year $0 · end of year $0
-
5 · Loans and receivables from officers and key people
beginning of year $0 · end of year $0
-
6 · Loans and receivables from disqualified persons
beginning of year $0 · end of year $0
-
7 · Other notes and loans receivable
beginning of year $0 · end of year $0
-
8 · Inventories for sale or use
beginning of year $0 · end of year $0
-
9 · Prepaid expenses and deferred charges
beginning of year $43,045 · end of year $42,585
-
10a · Land, buildings and equipment: cost or other basis
$994,061
-
10b · Land, buildings and equipment: accumulated depreciation
$366,884
-
10c · Land, buildings and equipment, net
beginning of year $658,134 · end of year $627,177
-
11 · Investments: publicly traded securities
beginning of year $99,095,216 · end of year $113,572,177
-
12 · Investments: other securities
beginning of year $0 · end of year $0
-
13 · Investments: program-related
beginning of year $0 · end of year $0
-
14 · Intangible assets
beginning of year $0 · end of year $0
-
15 · Other assets
beginning of year $82,868 · end of year $92,534
-
17 · Accounts payable and accrued expenses
beginning of year $42,885 · end of year $1,764
-
18 · Grants payable
beginning of year $0 · end of year $0
-
19 · Deferred revenue
beginning of year $175,333 · end of year $170,050
-
20 · Tax-exempt bond liabilities
beginning of year $0 · end of year $0
-
21 · Escrow or custodial account liability
beginning of year $0 · end of year $0
-
22 · Loans and payables to officers and key people
beginning of year $0 · end of year $0
-
23 · Secured mortgages and notes payable
beginning of year $0 · end of year $0
-
24 · Unsecured notes and loans payable
beginning of year $0 · end of year $0
-
25 · Other liabilities
beginning of year $1,141,647 · end of year $1,210,075
-
27 · Net assets without donor restrictions
beginning of year $39,270,762 · end of year $49,703,038
-
28 · Net assets with donor restrictions
beginning of year $69,899,334 · end of year $73,501,722
Mission and programs · 2022
Mission
TO ADVANCE EXCELLENCE IN HEALTHCARE, EDUCATION AND RESEARCH AT BILLINGS CLINIC THROUGH PHILANTHROPY. FUNDS RAISED BY THE FOUNDATION ARE USED BY BILLINGS CLINIC TO CONSTRUCT AND UPGRADE FACILITIES, PURCHASE PATIENT CARE EQUIPMENT, ENHANCE PATIENT RELATED PROGRAMS, ETC.
Activities or mission (Part I)
TO ADVANCE EXCELLENCE IN HEALTHCARE, EDUCATION AND RESEARCH AT BILLINGS CLINIC THROUGH PHILANTHROPY.
-
GRANTS TO BILLINGS CLINIC TO ACCOMPLISH THE MISSION OF BILLINGS CLINIC FOUNDATION BY SUPPORTING PROGRAMS AND CAPITAL NEEDS AT BILLINGS CLINIC.
Expenses $5,259,418 · Grants $5,259,418
-
GRANTS TO VARIOUS INDIVIDUALS IN MONTANA AND SURROUNDING AREA FOR PATIENT/EMPLOYEE ASSISTANCE.
Expenses $241,473 · Grants $241,473
-
SCHOLARSHIPS FOR CNU TRAINING.
Expenses $6,700 · Grants $6,700
As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
S Ellner DO - Thru 1222
CEO BILLINGS CLINIC
- Total calculated
- $1,587,040
- From this org
- $0
- From related orgs
- $1,387,318
- Other
- $199,722
- Hours/week
- 2 + 60 related
Schedule J breakdown matched by us
- Base
- $0 + $972,402 related
- Bonus
- $0
- Other
- $0 + $414,916 related
- Deferred
- $0 + $173,695 related
- Nontaxable benefits
- $0 + $26,027 related
- Filer's total
- $0 + $1,587,040 related
-
G Riha MD
TREASURER
- Total calculated
- $945,337
- From this org
- $0
- From related orgs
- $891,362
- Other
- $53,975
- Hours/week
- 2 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $890,405 related
- Bonus
- $0
- Other
- $0 + $957 related
- Deferred
- $0 + $26,275 related
- Nontaxable benefits
- $0 + $27,700 related
- Filer's total
- $0 + $945,337 related
-
C Seger MD
CEO BILLINGS CLINIC
- Total calculated
- $588,088
- From this org
- $0
- From related orgs
- $498,328
- Other
- $89,760
- Hours/week
- 2 + 60 related
Schedule J breakdown matched by us
- Base
- $0 + $495,374 related
- Bonus
- $0
- Other
- $0 + $2,954 related
- Deferred
- $0 + $72,476 related
- Nontaxable benefits
- $0 + $17,284 related
- Filer's total
- $0 + $588,088 related
-
M Pierson MD
BOARD MEMBER
- Total calculated
- $543,186
- From this org
- $0
- From related orgs
- $499,508
- Other
- $43,678
- Hours/week
- 1 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $497,708 related
- Bonus
- $0
- Other
- $0 + $1,800 related
- Deferred
- $0 + $26,275 related
- Nontaxable benefits
- $0 + $17,403 related
- Filer's total
- $0 + $543,186 related
-
M Goplen
BOARD MEMBER
- Total calculated
- $542,944
- From this org
- $0
- From related orgs
- $494,981
- Other
- $47,963
- Hours/week
- 3 + 57 related
Schedule J breakdown matched by us
- Base
- $0 + $305,001 related
- Bonus
- $0 + $375 related
- Other
- $0 + $189,605 related
- Deferred
- $0 + $26,275 related
- Nontaxable benefits
- $0 + $21,688 related
- Filer's total
- $0 + $542,944 related
-
R Merchant MD
FORMER CO-CEO BILLINGS CLINIC
- Total calculated
- $470,105
- From this org
- $0
- From related orgs
- $425,280
- Other
- $44,825
- Hours/week
- 1 + 60 related
Schedule J breakdown matched by us
- Base
- $0 + $370,092 related
- Bonus
- $0 + $26,250 related
- Other
- $0 + $28,938 related
- Deferred
- $0 + $26,275 related
- Nontaxable benefits
- $0 + $18,550 related
- Filer's total
- $0 + $470,105 related
-
E J Duncan BILLINGS CLINIC
CHIEF COMM. OFF. AND FDN PRES.
- Total calculated
- $453,099
- From this org
- $0
- From related orgs
- $378,051
- Other
- $75,048
- Hours/week
- 15 + 45 related
Schedule J breakdown matched by us
- Base
- $0 + $323,615 related
- Bonus
- $0
- Other
- $0 + $54,436 related
- Deferred
- $0 + $65,275 related
- Nontaxable benefits
- $0 + $9,773 related
- Filer's total
- $0 + $453,099 related
-
Dianna Linder
VP SPECIAL PROJECTS
- Total calculated
- $280,409
- From this org
- $0
- From related orgs
- $241,027
- Other
- $39,382
- Hours/week
- 20 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $215,757 related
- Bonus
- $0 + $2,908 related
- Other
- $0 + $22,362 related
- Deferred
- $0 + $20,222 related
- Nontaxable benefits
- $0 + $19,160 related
- Filer's total
- $0 + $280,409 related
-
C Baxter RN
BOARD MEMBER
- Total calculated
- $174,293
- From this org
- $0
- From related orgs
- $151,285
- Other
- $23,008
- Hours/week
- 1 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $149,613 related
- Bonus
- $0
- Other
- $0 + $1,672 related
- Deferred
- $0 + $13,351 related
- Nontaxable benefits
- $0 + $9,657 related
- Filer's total
- $0 + $174,293 related
-
R Hurd MD
BOARD MEMBER
- Total calculated
- $81,650
- From this org
- $0
- From related orgs
- $77,320
- Other
- $4,330
- Hours/week
- 1 + 40 related
-
K Cook
BOARD MEMBER
- Total calculated
- $24,000
- From this org
- $0
- From related orgs
- $12,000
- Other
- $12,000
- Hours/week
- 1 + 5 related
-
E McDonald
CHAIRMAN
- Total calculated
- $6,187
- From this org
- $0
- From related orgs
- $0
- Other
- $6,187
- Hours/week
- 3 + 5 related
-
A CEBULL
VICE CHAIR
- Total calculated
- $0
- Hours/week
- 2
-
A KIMMET
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
J EDWARDS
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
K KELKER PHD
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
K MCCOMISH
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
M TENNANT
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
P AGNEW
SECRETARY
- Total calculated
- $0
- Hours/week
- 2
-
R MARTEN
BOARD MEMBER
- 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
Itemized on Schedule J with no Part VII listing of the same name on this return:
-
Kathleen Quinones
CFO BILLINGS CLINIC
Schedule J breakdown
- Base
- $0 + $230,820 related
- Bonus
- $0
- Other
- $0 + $2,369 related
- Deferred
- $0 + $27,601 related
- Nontaxable benefits
- $0 + $33,743 related
- Filer's total
- $0 + $294,533 related
Answered yes
- 4b · Supplemental nonqualified retirement plan
Answered no
- 4a · Severance or change-of-control payment
- 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)
- Schedule J, Part I, Line 4b
- DESCRIPTION OF NON-QUALIFIED RETIREMENT PLAN: THE BILLINGS CLINIC SUPPLEMENTAL RETIREMENT AGREEMENT FOR SENIOR EXECUTIVES (SERP) IS A NON-ELECTIVE 457(F) AGREEMENT AND PROVIDES FOR ANNUAL DEFERRALS, WHICH BECOME VESTED AND PAYABLE AFTER 4 YEARS. THE FOLLOWING INDIVIDUALS ARE PARTICIPANTS IN THE PLAN DURING THE 2022 CALENDAR YEAR WHICH IS INCLUDED IN DEFERRED COMPENSATION ON SCHEDULE J, PART II, COLUMN C: S. ELLNER - $147,420 C. Seger - $46,201 E. J. DUNCAN - $39,000 Kathleen Quinones - $27,601 THE FOLLOWING INDIVIDUALS RECEIVED A PAYMENT DURING THE 2022 CALENDAR YEAR WHICH IS INCLUDED IN OTHER REPORTABLE COMPENSATION ON SCHEDULE J, PART II, COLUMN B: S. ELLNER - $381,272 M. GOPLEN - $176,017 E. J. DUNCAN - $39,533 Dianna Linder - $13,598
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
-
$5,259,418
TO SUPPORT MEDICAL SERVICE & PROGRAMS
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) · HEALTHCARE · MT
Directly controlled by NA
-
501(C)(3) · HEALTHCARE · MT
Directly controlled by BILLINGS CLI
-
501(C)(3) · HEALTHCARE · MT
Directly controlled by BILLINGS CLI
Taxable family on this return
Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.
Related partnerships
Part III: related organizations taxable as a partnership, with the filer's share.
-
BILLINGS CLINIC INNOVATION FERTILITY LL
N/A · FERTILITY CLINIC · NY
Directly controlled by NA
Related corporations and trusts
Part IV: related organizations taxable as a corporation or trust.
-
C-CORPORATION · OUTPATIENT CLINIC · MT
Directly controlled by NA
Provenance
- Return type
- form_990
- Tax year
- 2022
- Filed
- 15 May 2024
- IRS schema version
- 2022v5.0
- Source object
- 202401299349300130
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