KALISPELL REGIONAL HEALTHCARE FOUNDATION (EIN 311703013) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1999

Legal Domicile

Principal Officer

BRIGID BURKE

Phone

4067515759

Tax Period

2023-04-01 to 2023-12-31

KALISPELL REGIONAL HEALTHCARE FOUNDATION, founded in 1999, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $3.3M in total revenue in fiscal year 2023. Revenue fell 54% from the prior year — a significant decline worth monitoring. Expenses of $3.9M exceeded revenue, resulting in a 18% operating deficit.

Mission

THE LOGAN HEALTH FOUNDATION DEDICATED TO SUPPORTING LOGAN HEALTH, A 501(C)3 HEALTH SYSTEM, IN ITS MISSION TO FOSTER HEALTHIER LIVES, STRONGER COMMUNITIES, AND BRIGHTER FUTURES.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $3,261,832

Program Service Revenue $0

Investment Income $74,346

Other Revenue $-17,482

TOTAL REVENUE $3,318,696

Expense Breakdown

Grants Paid $2,864,422

Salaries & Benefits $621,160

Fundraising Expenses $158,670

Program Expenses $3,167,184

Other Expenses $417,125

TOTAL EXPENSES $3,902,707

Year-over-Year Comparison

	2023	2022	Change
Revenue	$3,318,696	$7,280,882	-0.5%
Expenses	$3,902,707	$5,605,895	-0.3%
Net Income	$-584,011	$1,674,987	-1.3%

Key Indicators

✓ Grants to Organizations ✓ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

N/A

Volunteers

Governance Policies

✓ Conflict of Interest Policy

✓ Whistleblower Policy

✓ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$3,275,728

Total Directors

$2,985,998

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CRAIG LAMBRECHT	SYSTEM CEO	1.25	Officer Director	$0	$37,517	$1,548,282
THOMAS ORIGITANO	TRUSTEE	1.00	Director	$0	$36,839	$945,825
JOE MCCLAFFERTY	FOUNDATION PRESIDENT	50.00	Officer Director	$0	$30,253	$491,211
KATE SWAGAR	TRUSTEE	1.00	Director	$0	$0	$680
LIBBY FIELDS	CHAIR	1.00	Officer Director	$0	$0	$0
JOE KOLA	CHAIR ELECT	1.00	Officer Director	$0	$0	$0
FRANK CHESNOS	TRUSTEE	1.00	Director	$0	$0	$0
JIM COLES	TRUSTEE	1.00	Director	$0	$0	$0
NICK COUSSOULIS	TRUSTEE	1.00	Director	$0	$0	$0
SALLY HOLAND	TRUSTEE	1.00	Director	$0	$0	$0
TERESA KENNEDY	TRUSTEE	1.00	Director	$0	$0	$0
JEANNIE LUCKEY	TRUSTEE	1.00	Director	$0	$0	$0
MIKE MCCRACKEN	TRUSTEE	1.00	Director	$0	$0	$0
JIM OLIVERSON	TRUSTEE	1.00	Director	$0	$0	$0
CHRIS PARSON	TRUSTEE	1.00	Director	$0	$0	$0
SHANNAN REICHENBERG	TRUSTEE	1.00	Director	$0	$0	$0
MARCIA RIEKE	TRUSTEE	1.00	Director	$0	$0	$0
ERIC SCHMIDT	TRUSTEE	1.00	Director	$0	$0	$0
JENNIFER SLITER	TRUSTEE	1.00	Director	$0	$0	$0
GRANT SNELL	TRUSTEE	1.00	Director	$0	$0	$0
RON TJADEN	TRUSTEE	1.00	Director	$0	$0	$0
STEVEN WRAY	TRUSTEE	1.00	Director	$0	$0	$0
COLE TURNER	SYSTEM CFO	1.25	Officer	$0	$29,256	$1,236,235

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2024	No data	No data	No data	No data
2023	$7,280,882	$5,605,895	$26,300,484	$1,674,987
2023	$3,318,696	$3,902,707	$25,370,676	$-584,011
2022	$6,239,558	$2,590,153	$20,715,347	$3,649,405
2021	$5,776,312	$2,821,245	$17,060,429	$2,955,067
2020	$4,486,389	$7,492,872	$13,233,176	$-3,006,483
2019	$3,836,153	$5,352,050	$16,895,191	$-1,515,897
2018	$5,521,659	$6,080,645	$19,403,806	$-558,986

KALISPELL REGIONAL HEALTHCARE FOUNDATION