BILLINGS CLINIC FOUNDATION

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1982

Legal Domicile

Principal Officer

EJ DUNCAN

Phone

4066574670

Tax Period

2022-07-01 to 2023-06-30

BILLINGS CLINIC FOUNDATION, founded in 1982, is a mid-sized nonprofit that reported $10.4M in total revenue in fiscal year 2022. Revenue fell 54% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $4.3M, a strong 41% operating margin.

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.

Program Service Accomplishments

Program 1

Expenses: $5,259,418

GRANTS TO BILLINGS CLINIC TO ACCOMPLISH THE MISSION OF BILLINGS CLINIC FOUNDATION BY SUPPORTING PROGRAMS AND CAPITAL NEEDS AT BILLINGS CLINIC.

Program 2

Expenses: $241,473

GRANTS TO VARIOUS INDIVIDUALS IN MONTANA AND SURROUNDING AREA FOR PATIENT/EMPLOYEE ASSISTANCE.

Program 3

Expenses: $6,700

SCHOLARSHIPS FOR CNU TRAINING.

🔒

Trantor Score

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

Sign in to view Trantor Score and financial metrics

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

Financial Overview (2022)

Revenue Breakdown

Contributions & Grants $9,969,030

Program Service Revenue $0

Investment Income $663,123

Other Revenue $-196,384

TOTAL REVENUE $10,435,769

Expense Breakdown

Grants Paid $5,507,591

Salaries & Benefits $0

Fundraising Expenses $63,512

Program Expenses $5,507,591

Other Expenses $623,971

TOTAL EXPENSES $6,131,562

Year-over-Year Comparison

	2022	2021	Change
Revenue	$10,435,769	$22,904,142	-0.5%
Expenses	$6,131,562	$10,006,095	-0.4%
Net Income	$4,304,207	$12,898,047	-0.7%

Key Indicators

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

🔒

Financial Health Indicators

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

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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

Governance

Voting Members

Independent Members

Employees

N/A

Volunteers

152

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

$3,579,751

Total Directors

$4,945,824

Key Employees

$280,409

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
S Ellner DO - Thru 1222	CEO BILLINGS CLINIC	2.0	Officer Director	$0	$199,722	$1,587,040
G Riha MD	TREASURER	2.0	Officer Director	$0	$53,975	$945,337
C Seger MD	CEO BILLINGS CLINIC	2.0	Officer Director	$0	$89,760	$588,088
M Pierson MD	BOARD MEMBER	1.0	Director	$0	$43,678	$543,186
M Goplen	BOARD MEMBER	3.0	Director	$0	$47,963	$542,944
R Merchant MD	FORMER CO-CEO BILLINGS CLINIC	1.0		$0	$44,825	$470,105
E J Duncan BILLINGS CLINIC	CHIEF COMM. OFF. AND FDN PRES.	15.0	Officer Director	$0	$75,048	$453,099
Dianna Linder	VP SPECIAL PROJECTS	20.0	Key Emp	$0	$39,382	$280,409
C Baxter RN	BOARD MEMBER	1.0	Director	$0	$23,008	$174,293
R Hurd MD	BOARD MEMBER	1.0	Director	$0	$4,330	$81,650
K Cook	BOARD MEMBER	1.0	Director	$0	$12,000	$24,000
E McDonald	CHAIRMAN	3.0	Officer Director	$0	$6,187	$6,187
A CEBULL	VICE CHAIR	2.0	Officer Director	$0	$0	$0
A KIMMET	BOARD MEMBER	1.0	Director	$0	$0	$0
J EDWARDS	BOARD MEMBER	1.0	Director	$0	$0	$0
K KELKER PHD	BOARD MEMBER	1.0	Director	$0	$0	$0
K MCCOMISH	BOARD MEMBER	1.0	Director	$0	$0	$0
M TENNANT	BOARD MEMBER	1.0	Director	$0	$0	$0
P AGNEW	SECRETARY	2.0	Officer Director	$0	$0	$0
R MARTEN	BOARD MEMBER	1.0	Director	$0	$0	$0

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	$10,435,769	$6,131,562	$124,586,649	$4,304,207
2023	$14,310,814	$2,218,629	$140,706,515	$12,092,185
2022	$22,904,142	$10,006,095	$110,529,961	$12,898,047
2021	$17,438,060	$5,974,839	$116,767,576	$11,463,221
2020	$9,426,743	$5,275,405	$92,349,502	$4,151,338
2019	$14,719,796	$4,348,045	$89,891,006	$10,371,751
2018	$10,024,793	$4,659,937	$78,449,277	$5,364,856