Great Falls Clinic Legacy Foundation

Nonprofit profile at a glance

EIN
474110464
IRS 990 coverage
2017–2025
Forms available
Form 990 2025, Form 990-N 2016
Location
Great Falls, MT, USA
Phone
4062168057
Rating
84
Verdict
STRONG
Rating confidence
Moderate
Sector
Patient Services - Entertainment, Recreation

Official website

Reported finances

Revenue
$275,290
Expenses
$332,034
Assets
$3,622,951
Liabilities
$608,246

Source: IRS Form 990. Selected filing: tax year 2025. Amounts in USD.

Leadership & pay

7 people listed

Executive titles in this filing

  • ED VENETZ (PRESIDENT)
  • JON BOUTILIER (VICE-PRESIDENT/SECRETARY)
  • SAMANTHA KAUPISH (BOARD MEMBER/EXECUTIVE DIRECTOR)
  • GRANT BEBEE (EXECUTIVE DIRECTOR)

Highest reported compensation

  • GRANT BEBEE (EXECUTIVE DIRECTOR): $55,847 total reported compensation

Source: IRS Form 990. Selected filing: tax year 2025. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

The great falls clinic legacy foundation brings hope and healing to great falls and surrounding communities

What it reported doing in 2025

The great falls clinic legacy foundation is dedicated to helping patients and families from around Montana seeking medical treatment in great falls, Montana. For many years, there has been a great need in our community for patient housing while receiving outpatient treatment. The foundation and a generous community will take us to a new level of service in the area of healthcare. The care and comfort of our patients and families are of the utmost importance to us and sustaining our patient housing facility has become our top priority.

Operating model

Revenue model
Donor-supported. 76% of the money available for current operations came from contributions and gifts.
Distribution model
Direct operator. The filing allocates 99% of reported program-service expenses outside its grant, affiliate-payment, and member-benefit lines. This expense classification does not rule out separately announced grant awards.

The verdict

STRONG - A large share of available resources goes toward mission work and the filed numbers largely add up. Some filing-based governance responses are negative or unanswered and expenses are high relative to revenue.

Rating breakdown

  • Financial Efficiency: 96
  • Transparency & Controls: 86
  • Accountability: 74
  • Sustainability: 34
  • Growth: 60

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 100%; rating input score 100
  • Program expense ratio: 96.5%; rating input score 97
  • Fundraising efficiency: $39.93 raised per $1 spent on fundraising; rating input score 70; 70th percentile among comparable filings

Transparency & Controls

  • Consistency checks: 92.9%; rating input score 93; 26th percentile among comparable filings
  • Pay-setting controls: Limited
  • Foreign activity oversight: Limited
  • Grant itemization coverage: Limited
  • Major donor itemization: Yes; rating input score 100
  • Related-party transparency: Limited

Accountability

  • Independent voting board: 100%; rating input score 100; 64th percentile among comparable filings
  • Governance controls: 3 of 8 controls in place; rating input score 38
    • Conflict-of-interest policy: Pass
    • Whistleblower policy: Fail
    • Document-retention policy: Fail
    • CEO compensation review process: Fail
    • Other executive compensation review process: NotApplicable
    • Form 990 shared with the board: Pass
    • Board meeting minutes documented: Pass
    • Audit committee oversight: Missing
    • Independent financial-statement audit: Fail

Sustainability

  • Operating margin: -20.6%; rating input score 11; 11th percentile among comparable filings
  • Total-asset coverage ratio: 10.91; rating input score 90; 90th percentile among comparable filings
  • Liabilities to assets ratio: 0.17; rating input score 18; 18th percentile among comparable filings
  • Officer compensation ratio: Limited

Growth

  • Program expense growth: 30.1% per year; rating input score 100; 90th percentile among comparable filings
  • Revenue growth: -16.5% per year; rating input score 0; 3rd percentile among comparable filings
  • Asset growth: 10.4% per year; rating input score 100; 64th percentile among comparable filings

Details

  • Where the money goes: 100% of revenue deployed · 96.5% of spending went to programs
  • Governance: 5 of 5 board members independent · 3 of 8 filing controls reported
  • Programs: 1 filed program accomplishment · $321K in reported program spending
  • Leadership: top reported pay $56K · 7 people listed
  • Consistency: 29 of 30 current checks pass · 1 finding to review
  • Schedules: 7 filed schedules · includes major donors
  • Filing history: 9 filing years from 2017 to 2025
  • Contacts: How to reach this organization
  • Money network: Resolved incoming and outgoing counterparties from filed money flows.
  • Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
  • People: Everyone the filings name, and which of them the filings identify by more than a name.

Key Signals

Signals prioritize questions for review. They are not findings of misconduct.

  • Moderate — Accountability: Governance controls: 4 of 7 not reported.
  • High — Sustainability: Operating margin scored 11/100.
  • High — Growth: Revenue growth scored 0/100.
  • Review — Transparency & Controls: Domestic grant itemization did not reconcile in the filed values.
  • High — Sustainability: Liabilities to assets ratio scored 18/100.