Totals
- Total revenue
- $14,310,814
- Total expenses
- $2,218,629
- Contributions and grants received
- $11,183,970
- Grants paid
- $1,816,445
- Program service revenue
- $0
- Investment income
- $3,341,819
- Other revenue
- -$214,975
- Total assets, end of year
- $140,706,515
- Total liabilities, end of year
- $1,527,510
- Net assets or fund balances, end of year
- $139,179,005
- Program services expenses (Part IX)
- $1,816,445
- Management and general expenses
- $379,379
- Fundraising expenses
- $22,805
- Program service expenses (Part III)
- $1,816,445
Program services were 81.9% 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.
-
1a · Federated campaigns
$0
-
1b · Membership dues
$0
-
1c · Fundraising events
$710,761
-
1d · Related organizations
$3,000
-
1e · Government grants (contributions)
$1,066,016
-
1f · All other contributions, gifts and grants
$9,404,193
-
1g · Noncash contributions included above
$384,864
-
2f · All other program service revenue
total $0 · related or exempt $0 · unrelated business $0 · excluded $0
-
3 · Investment income
total $1,598,217 · excluded $1,598,217
-
6c · Rental income or loss
real property $0 · personal property $0
-
7a · Gross sales of assets other than inventory
securities $9,274,139
-
7b · Less cost or other basis and sales expenses
securities $7,530,537
-
7c · Gain or loss
securities $1,743,602 · other assets $0
-
7d · Net gain or loss
total $1,743,602 · excluded $1,743,602
-
8a · Fundraising events: gross income
$251,437
-
8a · Fundraising events: contributions included on line 1c
$710,761
-
8b · Fundraising events: direct expenses
$466,412
-
8c · Net income from fundraising events
total -$214,975 · excluded -$214,975
-
11d · All other revenue
total $0 · related or exempt $0 · unrelated business $0 · excluded $0
-
11e · Other revenue, total
$0
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $1,698,789 · program services $1,698,789
-
2 · Grants to domestic individuals
total $117,656 · program services $117,656
-
3 · Grants to foreign organizations and individuals
total $0 · program services $0
-
4 · Benefits paid to or for members
total $0 · program services $0
-
5 · Compensation of officers, directors and key employees
total $0 · program services $0 · management and general $0 · fundraising $0
-
6 · Compensation of disqualified persons
total $0 · program services $0 · management and general $0 · fundraising $0
-
7 · Other salaries and wages
total $0 · program services $0 · management and general $0 · fundraising $0
-
8 · Pension plan contributions
total $0 · program services $0 · management and general $0 · fundraising $0
-
9 · Other employee benefits
total $0 · program services $0 · management and general $0 · fundraising $0
-
10 · Payroll taxes
total $0 · program services $0 · management and general $0 · fundraising $0
-
11a · Fees: management
total $0 · program services $0
-
11b · Fees: legal
total $0 · program services $0
-
11c · Fees: accounting
total $36,160 · program services $0 · management and general $36,160
-
11d · Fees: lobbying
total $0 · program services $0
-
11f · Fees: investment management
total $305,594 · program services $0 · management and general $305,594
-
11g · Fees: other
total $3,245 · program services $0 · management and general $160 · fundraising $3,085
-
12 · Advertising and promotion
total $0 · program services $0
-
13 · Office expenses
total $5,661 · program services $0 · management and general $494 · fundraising $5,167
-
14 · Information technology
total $18,564 · management and general $7,816 · fundraising $10,748
-
15 · Royalties
total $0 · program services $0
-
16 · Occupancy
total $60 · fundraising $60
-
17 · Travel
total $132 · fundraising $132
-
18 · Travel or entertainment for public officials
total $0 · program services $0
-
19 · Conferences, conventions and meetings
total $3,312 · management and general $1,052 · fundraising $2,260
-
21 · Payments to affiliates
total $0 · program services $0
-
22 · Depreciation, depletion and amortization
total $12,589 · management and general $12,589
-
23 · Insurance
total $2,340 · management and general $2,340
-
24a · Other expenses: Dues and Fees
total $9,085 · management and general $9,076 · fundraising $9
-
24b · Other expenses: G & A Expense
total $3,215 · management and general $1,871 · fundraising $1,344
-
24c · Other expenses: Annual Report/Philanthropy
total $2,227 · management and general $2,227
-
24e · All other expenses
total $0 · program services $0 · management and general $0 · fundraising $0
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $250 · end of year $250
-
2 · Savings and temporary cash investments
beginning of year $3,392,101 · end of year $3,485,098
-
3 · Pledges and grants receivable
beginning of year $6,859,825 · end of year $12,462,605
-
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 $42,585 · end of year $17,886
-
10a · Land, buildings and equipment: cost or other basis
$994,061
-
10b · Land, buildings and equipment: accumulated depreciation
$379,473
-
10c · Land, buildings and equipment, net
beginning of year $627,177 · end of year $614,588
-
11 · Investments: publicly traded securities
beginning of year $113,572,177 · end of year $124,012,253
-
12 · Investments: other securities
beginning of year $0
-
13 · Investments: program-related
beginning of year $0
-
14 · Intangible assets
beginning of year $0 · end of year $0
-
15 · Other assets
beginning of year $92,534 · end of year $113,835
-
17 · Accounts payable and accrued expenses
beginning of year $1,764 · end of year $36,716
-
18 · Grants payable
beginning of year $0 · end of year $0
-
19 · Deferred revenue
beginning of year $170,050 · end of year $0
-
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 $1,210,075 · end of year $1,490,794
-
27 · Net assets without donor restrictions
beginning of year $49,703,038 · end of year $55,678,578
-
28 · Net assets with donor restrictions
beginning of year $73,501,722 · end of year $83,500,427
-
29 · Capital stock, trust principal or current funds
beginning of year $0 · end of year $0
-
30 · Paid-in or capital surplus, or land, building or equipment fund
beginning of year $0 · end of year $0
-
31 · Retained earnings, endowment or other funds
beginning of year $0 · end of year $0
Mission and programs · 2023
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 $1,642,869 · Grants $1,642,869
-
GRANTS TO VARIOUS INDIVIDUALS IN MONTANA AND SURROUNDING AREA FOR PATIENT/EMPLOYEE ASSISTANCE.
Expenses $117,656 · Grants $117,656
-
Grant for membership to provide educational opportunities
Expenses $35,000 · Grants $35,000
-
Grants for various other
Expenses $20,920 · Grants $20,920
As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
AMY CEBULL
Chairman
- Total calculated
- $3,015
- From this org
- $0
- From related orgs
- $0
- Other
- $3,015
- Hours/week
- 2 + 5 related
-
CLINTON SEGER MD
CEO BILLINGS CLINIC
- Total calculated
- $962,792
- From this org
- $0
- From related orgs
- $830,292
- Other
- $132,500
- Hours/week
- 2 + 62 related
Schedule J breakdown matched by us
- Base
- $0 + $770,581 related
- Bonus
- $0
- Other
- $0 + $59,711 related
- Deferred
- $0 + $114,630 related
- Nontaxable benefits
- $0 + $17,870 related
- Filer's total
- $0 + $962,792 related
-
E JIM DUNCAN
BILLINGS CLINIC CHIEF COMM. OFF. AND FDN PRES.
- Total calculated
- $579,864
- From this org
- $0
- From related orgs
- $544,539
- Other
- $35,325
- Hours/week
- 15 + 45 related
Schedule J breakdown matched by us
- Base
- $0 + $307,130 related
- Bonus
- $0
- Other
- $0 + $237,409 related
- Deferred
- $0 + $21,150 related
- Nontaxable benefits
- $0 + $14,175 related
- Filer's total
- $0 + $579,864 related
-
EILEEN MCDONALD
Past Chair
- Total calculated
- $6,447
- From this org
- $0
- From related orgs
- $0
- Other
- $6,447
- Hours/week
- 3 + 5 related
-
GORDON RIHA MD
TREASURER
- Total calculated
- $1,085,634
- From this org
- $0
- From related orgs
- $1,034,867
- Other
- $50,767
- Hours/week
- 2 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $1,033,910 related
- Bonus
- $0
- Other
- $0 + $957 related
- Deferred
- $0 + $22,295 related
- Nontaxable benefits
- $0 + $28,472 related
- Filer's total
- $0 + $1,085,634 related
-
KAREN MCCOMISH
VICE CHAIR
- Total calculated
- $0
- Hours/week
- 1
-
KATHLEEN QUINONES
CFO BILLINGS CLINIC
- Total calculated
- $550,732
- From this org
- $0
- From related orgs
- $448,591
- Other
- $102,141
- Hours/week
- 2 + 61 related
Schedule J breakdown matched by us
- Base
- $0 + $445,263 related
- Bonus
- $0
- Other
- $0 + $3,328 related
- Deferred
- $0 + $89,147 related
- Nontaxable benefits
- $0 + $12,994 related
- Filer's total
- $0 + $550,732 related
-
PATTY AGNEW
SECRETARY
- Total calculated
- $0
- Hours/week
- 2
-
A KIMMET
BOARD MEMBER - thru 06/2023
- Total calculated
- $0
- Hours/week
- 1
-
CHRISTY BAXTER RN
BOARD MEMBER
- Total calculated
- $172,634
- From this org
- $0
- From related orgs
- $152,556
- Other
- $20,078
- Hours/week
- 1 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $152,244 related
- Bonus
- $0
- Other
- $0 + $312 related
- Deferred
- $0 + $10,609 related
- Nontaxable benefits
- $0 + $9,469 related
- Filer's total
- $0 + $172,634 related
-
JOHN EDWARDS
BOARD MEMBER
- Total calculated
- $3,015
- From this org
- $0
- From related orgs
- $0
- Other
- $3,015
- Hours/week
- 1 + 5 related
-
K KELKER PHD
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
KEITH COOK
BOARD MEMBER
- Total calculated
- $16,500
- From this org
- $0
- From related orgs
- $7,500
- Other
- $9,000
- Hours/week
- 1 + 6 related
-
MICHAEL TENNANT
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
MICHELLE PIERSON MD
BOARD MEMBER
- Total calculated
- $216,779
- From this org
- $0
- From related orgs
- $185,099
- Other
- $31,680
- Hours/week
- 1 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $184,469 related
- Bonus
- $0
- Other
- $0 + $630 related
- Deferred
- $0 + $15,303 related
- Nontaxable benefits
- $0 + $16,377 related
- Filer's total
- $0 + $216,779 related
-
MITCH GOPLEN
BOARD MEMBER
- Total calculated
- $386,508
- From this org
- $0
- From related orgs
- $343,652
- Other
- $42,856
- Hours/week
- 3 + 57 related
Schedule J breakdown matched by us
- Base
- $0 + $292,552 related
- Bonus
- $0
- Other
- $0 + $51,100 related
- Deferred
- $0 + $20,473 related
- Nontaxable benefits
- $0 + $22,383 related
- Filer's total
- $0 + $386,508 related
-
R MARTEN
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
ROBERT HURD MD
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
DIANNA LINDER
VP SPECIAL PROJECTS
- Total calculated
- $310,552
- From this org
- $0
- From related orgs
- $272,064
- Other
- $38,488
- Hours/week
- 20 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $232,074 related
- Bonus
- $0 + $150 related
- Other
- $0 + $39,840 related
- Deferred
- $0 + $16,789 related
- Nontaxable benefits
- $0 + $21,699 related
- Filer's total
- $0 + $310,552 related
-
SCOTT ELLNER DO
CEO BILLINGS CLINIC
- Total calculated
- $983,802
- From this org
- $0
- From related orgs
- $982,800
- Other
- $1,002
- Hours/week
- 2 + 60 related
Schedule J breakdown matched by us
- Base
- $0 + $18,900 related
- Bonus
- $0
- Other
- $0 + $963,900 related
- Deferred
- $0 + $1,002 related
- Nontaxable benefits
- $0
- Filer's total
- $0 + $983,802 related
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
- 4a · Severance or change-of-control payment
- 4b · Supplemental nonqualified retirement plan
Answered no
- 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 4a Severance or change-of-control payment
- DESCRIPTION OF severance payment or change-of-control payment: S. ELLNER, DO RECEIVED A QUALIFYING PAYMENT IN THE AMOUNT OF $963,900 from BILLINGS CLINIC, a related organization.
- Schedule J, Part I, Line 4b Supplemental nonqualified retirement plan
- 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 2023 CALENDAR YEAR WHICH IS INCLUDED IN DEFERRED COMPENSATION ON SCHEDULE J, PART II, COLUMN C: C. SEGER - $90,003 KATHLEEN QUINONES - $67,367 THE FOLLOWING INDIVIDUALS RECEIVED A PAYMENT DURING THE 2023 CALENDAR YEAR WHICH IS INCLUDED IN OTHER REPORTABLE COMPENSATION ON SCHEDULE J, PART II, COLUMN B: C. SEGER - $56,104 M. GOPLEN - $37,512 E. J. DUNCAN - $222,506 DIANNA LINDER - $29,999
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
-
$1,642,869
TO SUPPORT MEDICAL SERVICE & PROGRAMS
-
TO SUPPORT EDUCATIONAL PROGRAMS
-
Billings Fire department
$5,500
TO SUPPORT fire extinguisher training PROGRAM
-
$5,000
To support music therapy programs
-
$5,000
TO SUPPORT PROGRAM SERVICES
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
Directly controlled by MTWY Health Inc
-
STILLWATER HOSPITAL ASSOCIATION
501(c)(3) · HOSPITAL · MT · controlled entity
Directly controlled by BILLINGS CLINIC
-
501(c)(3) · HEALTHCARE · MT · controlled entity
Directly controlled by BILLINGS CLINIC
-
Billincs Clinic Employee Benefit Trust
501(c)(9) · Employee Benefits · MT · controlled entity
Directly controlled by Billings Clinic
-
501(c)(3) · Support · MT
Directly controlled by NA
-
KALISPELL REGIONAL MEDICAL CENTER
501(c)(3) · ACUTE CARE HOSPITAL · MT
Directly controlled by LOGAN HEALTH
-
KALISPELL REGIONAL HEALTHCARE FOUNDATION
501(c)(3) · SUPPORTING ORGANIZATION · MT
Directly controlled by KALISPELL REGIONAL MEDICAL CENTER
-
501(c)(3) · WELLNESS RESOURCE PROVIDER · MT
Directly controlled by KALISPELL REGIONAL MEDICAL CENTER
-
KALISPELL REGIONAL MEDICAL CENTER VOLUNTEERS
501(c)(3) · SUPPORTING ORGANIZATION · MT
Directly controlled by KALISPELL REGIONAL MEDICAL CENTER
-
LIBERTY COUNTY HOSPITAL AND NURSING HOME INC
501(c)(3) · PROVIDE ACUTE HOSPITAL CARE · MT
Directly controlled by LOGAN HEALTH
-
501(c)(3) · PROVIDE ACUTE HOSPITAL CARE · MT
Directly controlled by LOGAN HEALTH
-
501(c)(3) · PROVIDE ACUTE HOSPITAL CARE · MT
Directly controlled by LOGAN HEALTH
-
501(c)(3) · PROVIDE ACUTE HOSPITAL CARE · MT
Directly controlled by LOGAN HEALTH
-
501(c)(3) · PROVIDE ACUTE HOSPITAL CARE · MT
Directly controlled by LOGAN HEALTH
-
LOGAN HEALTH EMERGENCY MEDICAL SERVICES
501(c)(3) · EMERGENCY SERVICES · MT
Directly controlled by LOGAN HEALTH
-
501(c)(3) · AMBULATORY CARE · MT
Directly controlled by LOGAN HEALTH
-
501(c)(3) · LONG-TERM AMBULATORY CARE · MT
Directly controlled by LOGAN HEALTH
-
501(c)(3) · COMMUNITY HEALTH & WELLNESS CENTER · MT
Directly controlled by LOGAN HEALTH
-
NORTH VALLEY HOSPITAL FOUNDATION
501(c)(3) · SUPPORTING ORGANIZATION · MT
Directly controlled by LOGAN HEALTH - WHITEFISH
-
LOGAN HEALTH ASSISTED LIVING - SHELBY
501(c)(3) · RETIREMENT & ASSISTED LIVING · MT
Directly controlled by NORTHWEST HORIZONS INC
-
LOGAN HEALTH CARE CENTER - SHELBY
501(c)(3) · LONG-TERM CARE & SKILLED NURSING · MT
Directly controlled by NORTHWEST HORIZONS INC
-
501(c)(3) · SUPPORT SUBSIARY HEALTH ORGANIZATIONS · MT
Directly controlled by MTWY Health Inc
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
N/A · FERTILITY CLINIC · NY
Directly controlled by NA
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 15 November 2024
- IRS schema version
- 2023v5.1
- Source object
- 202423209349319612
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