NORTH VALLEY HOSPITAL FOUNDATION

EIN: 810526541 501(c)(3)

KALISPELL, MT

Total Revenue
$450,571
Total Expenses
$219,535
Total Assets
$1,447,239
Net Assets
$1,445,503
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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
MT
Principal Officer
BRIGID BURKE
Phone
4067515759
Tax Period
2023-04-01 to 2023-12-31

NORTH VALLEY HOSPITAL FOUNDATION, founded in 1999, is a small nonprofit that reported $451K in total revenue in fiscal year 2023. Revenue decreased 12% compared to the prior year. The organization ran a surplus of $231K, a strong 51% operating margin.

Mission

TO INSPIRE A CULTURE OF GIVING TO ASSURE THE TRADITION OF EXCELLENT HEALTH CARE FOR THE COMMUNITY AND ITS HEIRS

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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 (2023)

Revenue Breakdown

Contributions & Grants $412,403
Program Service Revenue $0
Investment Income $7,682
Other Revenue $30,486
TOTAL REVENUE $450,571

Expense Breakdown

Grants Paid $214,890
Salaries & Benefits $0
Fundraising Expenses $0
Program Expenses $219,535
Other Expenses $4,645
TOTAL EXPENSES $219,535

Year-over-Year Comparison

2023 2022 Change
Revenue $450,571 $513,630 -0.1%
Expenses $219,535 $830,782 -0.7%
Net Income $231,036 $-317,152 -1.7%
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

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Governance

Voting Members
15
Independent Members
12
Employees
N/A
Volunteers
27

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
5
$2,934,833
Total Directors
16
$282,375
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
BRITTANY COBURN MEMBER 1.00
Director
$0 $25,321 $169,250
TERRI DUNN MEMBER 1.00
Director
$0 $4,821 $71,108
DEVEN ROBINSON VICE CHAIR 1.00
Officer Director
$0 $2,386 $42,017
KATIE LESAR CHAIR 2.00
Officer Director
$0 $0 $0
GREGORY ADAMS MEMBER 1.00
Director
$0 $0 $0
CASSIE BALDELLI MEMBER 1.00
Director
$0 $0 $0
PATTI CODIGA MEMBER 1.00
Director
$0 $0 $0
LINDA CORNUTT MEMBER 1.00
Director
$0 $0 $0
KATHLEEN CUMMINGS MEMBER 1.00
Director
$0 $0 $0
MICHELLE HADIDI MEMBER 1.00
Director
$0 $0 $0
JOHN HUGHES MEMBER 1.00
Director
$0 $0 $0
CODY KIRK MEMBER 1.00
Director
$0 $0 $0
JANET LEISHMAN MEMBER 1.00
Director
$0 $0 $0
JOHN MANUEL MEMBER 1.00
Director
$0 $0 $0
RON MILLER MEMBER 1.00
Director
$0 $0 $0
VICTORIA REICH MEMBER 1.00
Director
$0 $0 $0
CRAIG LAMBRECHT MD SYSTEM CEO 0.25
Officer
$0 $37,517 $1,548,282
COLE TURNER SYSTEM CFO 0.25
Officer
$0 $29,256 $1,236,235
KALEN YOUNG EXECUTIVE DIRECTOR 40.00
Officer
$0 $12,608 $108,299
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 $513,630 $830,782 $1,243,830 $-317,152
2023 $450,571 $219,535 $1,447,239 $231,036
2022 $1,566,254 $294,664 $1,568,541 $1,271,590
2021 $490,545 $440,345 $1,362,861 $50,200
2020 $552,431 $606,614 $1,252,716 $-54,183
2019 $446,730 $387,961 $1,406,956 $58,769
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