Billings Clinic Foundation (EIN 810407289) - 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

1982

Legal Domicile

Phone

4066574670

Tax Period

2023-07-01 to 2023-12-31

Billings Clinic Foundation, founded in 1982, is a mid-sized nonprofit that reported $14.3M in total revenue in fiscal year 2023. Revenue surged 37% from the prior year, signaling strong growth momentum. The organization ran a surplus of $12.1M, a strong 84% operating margin.

Mission

TO ADVANCE EXCELLENCE IN HEALTHCARE, EDUCATION AND RESEARCH AT BILLINGS CLINIC THROUGH PHILANTHROPY.

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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 $11,183,970

Program Service Revenue $0

Investment Income $3,341,819

Other Revenue $-214,975

TOTAL REVENUE $14,310,814

Expense Breakdown

Grants Paid $1,816,445

Salaries & Benefits $0

Fundraising Expenses $22,805

Program Expenses $1,816,445

Other Expenses $402,184

TOTAL EXPENSES $2,218,629

Year-over-Year Comparison

	2023	2022	Change
Revenue	$14,310,814	$10,435,769	+0.4%
Expenses	$2,218,629	$6,131,562	-0.6%
Net Income	$12,092,185	$4,304,207	+1.8%

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

140

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

$3,188,484

Total Directors

$3,983,920

Key Employees

$310,552

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
N/A	Chairman	2.0	Officer Director	$0	$3,015	$3,015
N/A	CEO BILLINGS CLINIC	2.0	Officer Director	$0	$132,500	$962,792
N/A	BILLINGS CLINIC CHIEF COMM. OFF. AND FDN PRES.	15.0	Officer Director	$0	$35,325	$579,864
N/A	Past Chair	3.0	Officer Director	$0	$6,447	$6,447
N/A	TREASURER	2.0	Officer Director	$0	$50,767	$1,085,634
N/A	VICE CHAIR	1.0	Officer Director	$0	$0	$0
N/A	CFO BILLINGS CLINIC	2.0	Officer Director	$0	$102,141	$550,732
N/A	SECRETARY	2.0	Officer Director	$0	$0	$0
N/A	BOARD MEMBER - thru 06/2023	1.0	Director	$0	$0	$0
N/A	BOARD MEMBER	1.0	Director	$0	$20,078	$172,634
N/A	BOARD MEMBER	1.0	Director	$0	$3,015	$3,015
N/A	BOARD MEMBER	1.0	Director	$0	$0	$0
N/A	BOARD MEMBER	1.0	Director	$0	$9,000	$16,500
N/A	BOARD MEMBER	1.0	Director	$0	$0	$0
N/A	BOARD MEMBER	1.0	Director	$0	$31,680	$216,779
N/A	BOARD MEMBER	3.0	Director	$0	$42,856	$386,508
N/A	BOARD MEMBER	1.0	Director	$0	$0	$0
N/A	BOARD MEMBER	1.0	Director	$0	$0	$0
N/A	VP SPECIAL PROJECTS	20.0	Key Emp	$0	$38,488	$310,552
N/A	CEO BILLINGS CLINIC	2.0		$0	$1,002	$983,802

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

Billings Clinic Foundation