S Margaret Gallagher Foundation

EIN: 341775157 Philanthropy & Grantmaking

Billings, MT

Total Revenue
$384,219
Total Expenses
$262,654
Total Assets
$4,801,080
Net Assets
$4,801,080
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1994
Legal Domicile
OH
Principal Officer
Bruce G Kelling
Phone
4065458669
Tax Period
2025-01-01 to 2025-12-31

S Margaret Gallagher Foundation, founded in 1994, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $384K in total revenue in fiscal year 2025. The organization ran a surplus of $122K, a strong 32% operating margin.

Mission

To undertake international public health initiatives including pediatric surgery, providing prosthetic limbs for amputees and individuals born without limbs, and working to reduce chronic pulmonary disease in collaboration with publicly supported charities that address the needs of impoverished, children, and families in Guatemala. The foundation does business as Healthworks Collaborative and often uses the acronym HWC, along with its logo and contact information and communications and promotional materials

Program Service Accomplishments

Program 1
Expenses: $189,555

See Sch O

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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%)

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Financial Overview (2025)

Revenue Breakdown

Contributions & Grants $0
Program Service Revenue $0
Investment Income $384,219
Other Revenue $0
TOTAL REVENUE $384,219

Expense Breakdown

Grants Paid $0
Salaries & Benefits $155,055
Fundraising Expenses $0
Program Expenses $189,555
Other Expenses $107,599
TOTAL EXPENSES $262,654

Year-over-Year Comparison

2025 2024 Change
Revenue $384,219 $360,145 +0.1%
Expenses $262,654 $269,986 0.0%
Net Income $121,565 $90,159 +0.3%
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

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Liquidity & Cash Position

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Governance

Voting Members
4
Independent Members
4
Employees
1
Volunteers
N/A

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
4
$20,000
Total Directors
4
$20,000
Key Employees
1
$141,667
Highest Compensated
1
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
Bruce Kelling Executive Director 040.00
Key Emp Highest
$141,667 $0 $141,667
Dr Monford D Custer Trustee 001.00
Officer Director
$5,000 $0 $5,000
Lauren Forman Trustee 001.00
Officer Director
$5,000 $0 $5,000
Kristin Kelling Trustee 001.00
Officer Director
$5,000 $0 $5,000
Monford Russell Trustee 001.00
Officer Director
$5,000 $0 $5,000
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
2025 $384,219 $262,654 $4,801,080 $121,565
2024 $360,145 $269,986 $4,679,515 $90,159
2023 $168,057 $248,280 $4,589,357 $-80,223
2022 $105,826 $230,296 $4,669,581 $-124,470
2021 $227,011 $190,958 $4,794,050 $36,053
2020 $-172,759 $139,151 $4,757,997 $-311,910
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