GREAT FALLS CLINIC LEGACY FOUNDATION (EIN 474110464) - 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

2015

Legal Domicile

Principal Officer

JON BOUTILIER

Phone

4062168057

Tax Period

2025-01-01 to 2025-12-31

GREAT FALLS CLINIC LEGACY FOUNDATION, founded in 2015, is a small nonprofit in the Health Care sector that reported $275K in total revenue in fiscal year 2025. Revenue grew 15% year-over-year, indicating healthy expansion. Expenses of $332K exceeded revenue, resulting in a 21% operating deficit.

Mission

PROVIDE CARE AND COMFORT FOR PATIENTS AND FAMILIES AT A PATIENT HOUSING FACILITY.

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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 (2025)

Revenue Breakdown

Contributions & Grants $208,173

Program Service Revenue $0

Investment Income $1,895

Other Revenue $65,222

TOTAL REVENUE $275,290

Expense Breakdown

Grants Paid $4,348

Salaries & Benefits $115,824

Fundraising Expenses $5,213

Program Expenses $320,537

Other Expenses $211,862

TOTAL EXPENSES $332,034

Year-over-Year Comparison

	2025	2024	Change
Revenue	$275,290	$240,069	+0.1%
Expenses	$332,034	$348,196	0.0%
Net Income	$-56,744	$-108,127	-0.5%

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

$55,847

Total Directors

$55,847

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ED VENETZ	PRESIDENT	1.00	Officer Director	$0	$0	$0
JON BOUTILIER	VICE-PRESIDENT/SECRETARY	1.00	Officer Director	$0	$0	$0
REED BASSETT	TREASURER	1.00	Officer Director	$0	$0	$0
MARK ROBINSON	BOARD MEMBER	1.00	Director	$0	$0	$0
KARL GUTER	BOARD MEMBER	1.00	Director	$0	$0	$0
SAMANTHA KAUPISH	BOARD MEMBER/EXECUTIVE DIRECTOR	5.00	Officer Director	$0	$0	$0
GRANT BEBEE	EXECUTIVE DIRECTOR	5.00	Officer Director	$0	$0	$55,847

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	$275,290	$332,034	$3,622,951	$-56,744
2024	$240,069	$348,196	$3,771,768	$-108,127
2023	$311,195	$349,671	$3,975,788	$-38,476
2022	$637,075	$347,450	$4,174,491	$289,625
2021	$595,804	$196,073	$4,380,596	$399,731
2020	$353,734	$65,859	$2,527,491	$287,875
2019	$443,914	$59,893	$2,233,278	$384,021
2018	$369,893	$66,860	$1,821,684	$303,033

GREAT FALLS CLINIC LEGACY FOUNDATION