KOOTENAI HEALTH INC (EIN 820380784) - 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

1983

Legal Domicile

Principal Officer

KATHLEEN BRODIE

Phone

2086254438

Tax Period

2023-01-01 to 2023-12-31

KOOTENAI HEALTH INC, founded in 1983, is a community nonprofit in the Health Care sector that reported $1.5M in total revenue in fiscal year 2023. Revenue fell 68% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $283K, a strong 19% operating margin.

Mission

ONE CONNECTED TEAM BOLDLY TRANSFORMING THE HEALTH CARE EXPERIENCE TO BECOME A PREMIER MEDICAL DESTINATION.

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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 $1,397,152

Program Service Revenue $0

Investment Income $66,587

Other Revenue $33,143

TOTAL REVENUE $1,496,882

Expense Breakdown

Grants Paid $991,838

Salaries & Benefits $131,168

Fundraising Expenses $44,012

Program Expenses $991,838

Other Expenses $90,491

TOTAL EXPENSES $1,213,497

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,496,882	$4,639,108	-0.7%
Expenses	$1,213,497	$4,393,332	-0.7%
Net Income	$283,385	$245,776	+0.2%

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

147

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

$268,944

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
KATHLEEN BRODIE	CHAIR	1.00	Officer Director	$0	$0	$0
ROBERT COLVIN	VICE CHAIR	1.00	Officer Director	$0	$0	$0
DAVE BOBBITT	SECRETARY/TREASURER	1.00	Officer Director	$0	$0	$0
CHAD MURRAY	CHAIR (THRU 5/1/23)	1.00	Officer Director	$0	$0	$0
RANDY OAKS	VICE CHAIR (THRU 5/1/23)	1.00	Officer Director	$0	$0	$0
CHRISTOPHER MEYER	PAST CHAIR (THRU 5/1/23)	1.00	Officer Director	$0	$0	$0
DARIN HAYES	SECRETARY (THRU 5/1/23)	1.00	Officer Director	$0	$0	$0
SCOTT ANDERSON	TREASURER (THRU 5/1/23)	1.00	Director	$0	$0	$0
CINDY CLARK	DIRECTOR	1.00	Director	$0	$0	$0
DR THOMAS DETAR	DIRECTOR	1.00	Director	$0	$0	$0
LIZ GODBEHERE	DIRECTOR	1.00	Director	$0	$0	$0
STEVE MATHESON	DIRECTOR	1.00	Director	$0	$0	$0
DR ROBERT MCFARLAND	DIRECTOR	1.00	Director	$0	$0	$0
TERI FARR	DIRECTOR	1.00	Director	$0	$0	$0
REBECCA BOIFEUILLET	DIRECTOR (THRU 5/1/23)	1.00	Director	$0	$0	$0
TODD CHAPMAN	DIRECTOR (THRU 5/1/23)	1.00	Director	$0	$0	$0
MARY BRINKMAN	DIRECTOR (THRU 5/1/23)	1.00	Director	$0	$0	$0
KREG SHELBY	DIRECTOR (THRU 5/1/23)	1.00	Director	$0	$0	$0
SARAH PIERCE	DIRECTOR (THRU 5/1/23)	1.00	Director	$0	$0	$0
HEIDI ROGERS	DIRECTOR (THRU 5/1/23)	1.00	Director	$0	$0	$0
LINDA FOURNIER	DIRECTOR (THRU 1/3/23)	1.00	Director	$0	$0	$0
MIKE STEGMANN	DIRECTOR (THRU 5/1/23)	1.00	Director	$0	$0	$0
NANCY ALMOND	DIRECTOR (THRU 5/1/23)	1.00	Director	$0	$0	$0
DR EMILY PETERSEN	DIRECTOR (THRU 5/1/23)	1.00	Director	$0	$0	$0
CARA NIELSEN	PRESIDENT	40.00	Officer	$243,857	$25,087	$268,944

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	$1,496,882	$1,213,497	$2,604,566	$283,385
2022	$4,639,108	$4,393,332	$15,049,750	$245,776
2021	$2,507,936	$1,894,474	$17,172,662	$613,462
2020	$4,629,407	$3,928,557	$16,099,464	$700,850
2019	$2,382,853	$3,444,465	$14,214,105	$-1,061,612
2018	$2,931,443	$4,002,378	$14,191,364	$-1,070,935

KOOTENAI HEALTH INC