ROOSEVELT MEMORIAL HEALTHCARE FOUNDATION

EIN: 810529284 501(c)(3) Health Care

CULBERTSON, MT

Total Revenue
$92,075
Total Expenses
$125,186
Total Assets
$711,124
Net Assets
$678,807
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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
2000
Legal Domicile
MT
Principal Officer
JAMASON SCHMIDT
Phone
4063218660
Tax Period
2024-05-01 to 2025-04-30

ROOSEVELT MEMORIAL HEALTHCARE FOUNDATION, founded in 2000, is a micro nonprofit in the Health Care sector that reported $92K in total revenue in fiscal year 2024. Revenue surged 28% from the prior year, signaling strong growth momentum. Expenses of $125K exceeded revenue, resulting in a 36% operating deficit.

Mission

THE ROOSEVELT MEMORIAL HEALTHCARE FOUNDATION WAS STARTED IN 2000 AS A GROUP OF DEVOTED VOLUNTEERS COMMITTED TO PROVIDING MONETARY SUPPORT AND COMMUNITY SUPPORT TO ROOSEVELT MEDICAL CENTER THROUGH THE CULTIVATION, MANAGEMENT, AND DISBURSEMENT OF CONTRIBUTIONS.

Program Service Accomplishments

Program 1
Expenses: $122,543

SUPPORT FOR ROOSEVELT MEDICAL CENTER TO IMPROVE HEALTH CARE FOR PATIENTS.

Program 2
Expenses: $1,000

PROVIDE SCHOLARSHIPS TO STUDENTS ENROLLED IN A MEDICAL RELATED EDUCATION PROGRAM.

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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 (2024)

Revenue Breakdown

Contributions & Grants $47,547
Program Service Revenue $0
Investment Income $32,846
Other Revenue $11,682
TOTAL REVENUE $92,075

Expense Breakdown

Grants Paid $123,543
Salaries & Benefits $0
Fundraising Expenses $0
Program Expenses $123,543
Other Expenses $1,643
TOTAL EXPENSES $125,186

Year-over-Year Comparison

2024 2023 Change
Revenue $92,075 $71,784 +0.3%
Expenses $125,186 $45,555 +1.7%
Net Income $-33,111 $26,229 -2.3%
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

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
7
Independent Members
7
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
3
$259,521
Total Directors
7
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
AUDREY STROMBERG CEO N/A
Officer
$0 $6,247 $101,398
JAIMEE GREEN FOUNDATION D 22.00
Officer
$0 $2,826 $96,813
JAMASON SCHMIDT CEO N/A
Officer
$0 $3,569 $61,310
RUSSELL BOWKER DIRECTOR 1.00
Director
$0 $0 $0
COURTNEY FORBREGD DIRECTOR 1.00
Director
$0 $0 $0
TROY GREEN DIRECTOR 1.00
Director
$0 $0 $0
AMY JONES DIRECTOR 1.00
Director
$0 $0 $0
CHRIS NEWBILL VICE CHAIRMA 1.00
Director
$0 $0 $0
HOLLY NICKOLOFF DIRECTOR 1.00
Director
$0 $0 $0
IAN WALKER CHAIRMAN 1.00
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
2025 $92,075 $125,186 $711,124 $-33,111
2024 $71,784 $45,555 $693,785 $26,229
2023 $81,765 $66,347 $652,711 $15,418
2022 $86,722 $8,742 $663,626 $77,980
2021 $78,880 $36,682 $617,026 $42,198
2020 $73,307 $40,115 $487,994 $33,192
2019 $121,584 $120,767 $489,041 $817
2018 $91,744 $10,284 $489,673 $81,460
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