KOOTENAI HEALTH FOUNDATION INC (EIN 921896475) - 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

2023

Legal Domicile

Principal Officer

RANDY OAKS

Phone

2086254438

Tax Period

2024-01-01 to 2024-12-31

KOOTENAI HEALTH FOUNDATION INC, founded in 2023, is a community nonprofit in the Health Care sector that reported $3.4M in total revenue in fiscal year 2024. Revenue surged 45% from the prior year, signaling strong growth momentum. The organization ran a surplus of $819K, a strong 24% operating margin.

Mission

DEVELOPING, MANAGING, AND STEWARDING PHILANTHROPY TO SUPPORT KOOTENAI HEALTH.

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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 (2024)

Revenue Breakdown

Contributions & Grants $2,550,723

Program Service Revenue $0

Investment Income $355,543

Other Revenue $497,251

TOTAL REVENUE $3,403,517

Expense Breakdown

Grants Paid $1,891,846

Salaries & Benefits $515,708

Fundraising Expenses $187,988

Program Expenses $1,891,846

Other Expenses $177,430

TOTAL EXPENSES $2,584,984

Year-over-Year Comparison

	2024	2023	Change
Revenue	$3,403,517	$2,352,093	+0.4%
Expenses	$2,584,984	$3,985,692	-0.4%
Net Income	$818,533	$-1,633,599	-1.5%

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

185

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

$331,242

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CHAD MURRAY	CHAIR	1.00	Officer Director	$0	$0	$0
RANDY OAKS	VICE CHAIR	1.00	Officer Director	$0	$0	$0
DARIN HAYES	SECRETARY (THRU 05/24)	1.00	Officer Director	$0	$0	$0
MARY BRINKMAN	SECRETARY	1.00	Officer Director	$0	$0	$0
SCOTT ANDERSON	TREASURER	1.00	Officer Director	$0	$0	$0
REBECCA BOIFEUILLET	DIRECTOR	1.00	Director	$0	$0	$0
TODD CHAPMAN	DIRECTOR	1.00	Director	$0	$0	$0
KREG SHELBY	DIRECTOR	1.00	Director	$0	$0	$0
SARAH PIERCE	DIRECTOR	1.00	Director	$0	$0	$0
HEIDI ROGERS	DIRECTOR	1.00	Director	$0	$0	$0
MIKE STEGMANN	DIRECTOR	1.00	Director	$0	$0	$0
DR EMILY PETERSEN	DIRECTOR	1.00	Director	$0	$0	$0
NANCY ALMOND	DIRECTOR	1.00	Director	$0	$0	$0
DR DEREK KHORSAND	DIRECTOR	1.00	Director	$0	$0	$0
KELLIE KUSTER	DIRECTOR	1.00	Director	$0	$0	$0
TROY BRAGA	DIRECTOR	1.00	Director	$0	$0	$0
CARA NIELSEN	PRESIDENT	40.00	Officer	$301,223	$30,019	$331,242
KATIE CHAMBERS	DIRECTOR INDIVIDUAL AND LEGACY GIVING	40.00	Highest	$119,398	$5,172	$124,570

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	$3,403,517	$2,584,984	$17,677,735	$818,533
2023	$2,352,093	$3,985,692	$12,337,566	$-1,633,599

KOOTENAI HEALTH FOUNDATION INC