Holy Rosary Healthcare Foundation Inc

Nonprofit profile at a glance

EIN
202270238
IRS 990 coverage
2010–2025
Forms available
Form 990 2025, Form 990-T 2020
Location
Miles City, MT, USA
Phone
4062334043
Rating
66
Verdict
SUPPORTED
Rating confidence
Moderate

Reported finances

Revenue
$208,627
Expenses
$232,162
Assets
$0
Liabilities
$0

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

Leadership & pay

4 people listed

Highest reported compensation

  • BENJAMIN UHLICH (VICE CHAIR): $448,291 total reported compensation
  • TYLER WILTGEN (CHAIR (PARTIAL)): $280,040 total reported compensation
  • ASHLEE KETCHUM (FORMER OFFICER): $185,238 total reported compensation

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

Overview

Mission

Helping people live the healthiest lives possible.

What it reported doing in 2025

Quality healthcare is one of the pillars for the long-term sustainability and growth of any community and region. Charitably-minded donors partner with the holy rosary healthcare foundation to make a lasting difference toward health-related projects, services and solutions in eastern Montana. Healthcare involves our entire lifespan, from bringing children into the world through end-of-life health services, and includes a complete realm of services, including hospice, cancer, diabetes, heart disease and many other specialty areas. The good work of the holy rosary healthcare foundation has rippling effects throughout our region, touching a broad range of people and healthcare needs.holy rosary foundation was started in 2003 to support holy rosary healthcare in providing health services to eastern Montana. Holy rosary healthcare was part of the sisters of charity of leavenworth health system.on april 1, 2022, intermountain health care, inc. And sisters of charity of leavenworth health system, inc. Affiliated, creating a model health system that provides high-quality, accessible, and affordable healthcare to communities in Utah, Idaho, Nevada, Colorado, Montana, and Wyoming. The organization employs more than 69,000 caregivers, operates 34 hospitals (including one virtual hospital), and runs hundreds of clinics, while providing health insurance to more than one million people in Colorado, Idaho, Nevada, and Utah.in order to operate more efficiently, the decision was made to consolidate the various foundations operated as part of sisters of charity of leavenworth health system. This return is marked final; however, holy rosary healthcare foundation will continue to operate as a dba under catholic foundation of intermountain health, inc. (fein 84-0735096).program fundingwhen a donor contributes to the foundation, those dollars are earmarked based on the donor's wishes and placed in a fund classification. A brief description of each fund is defined here: behavioral healththis fund supports behavioral health education, outreach, and awareness at holy rosary and beyond. This includes training and education for our providers to care for those enduring mental health concerns.campus developmentthis fund supports physical investments to the holy rosary community. This may include renovations, new furniture, grounds maintenance, upkeep of the story walk, and more.cancer servicesthe cancer services fund is to be used for services, projects, and enhancements to cancer services in eastern Montana. Expenditures might be used for new equipment, facility enhancements, expansion of new services, initiatives impacting patient comfort and care, and related projects.children's healthcare & mom/babythe gifts to this fund support pediatric education, and awareness efforts. This fund also supports mom & baby care for our new families. This has included partner/dad beds in the birthing suites, education for our team members, and panda infant warmers to support the littlest residents of eastern Montana.cna scholarshipthis fund supports those in our community who work at holy rosary and are committed to completing their cna education.diabetes fundthis fund is for support for diabetes education and prevention.education/staff developmentthis fund supports our associates, providers, nurses, and administration to receive specialized training to further the services we can provide in eastern Montana. Recent investments have included wound care training and lactation support training.guardian angel fundthis fund provides support to the poor and vulnerable in our community through direct patient assistance. Gifts to this fund most often support transportation needs, medical equipment, and other needs for patients and their families in need.hom endowed nursing scholarshipan endowment created by the late judge ken hom in honor of his wife and nursing pioneer, millie hom, which provides scholarships for Montana residents pursuing nursing as a profession.hospicethis

Operating model

Revenue model
Affiliate-supported. 63% of the money available for current operations came from contributions from related organizations.
Distribution model
Grant intermediary. The nonprofit sent 75% of its reported program spending out as grants.

The verdict

SUPPORTED - A large share of available resources goes toward mission work and the filed numbers largely add up. A relatively small share of voting board members are independent and few specific pay-setting methods are documented in the filing; unanswered boxes are not proof of absence.

Rating breakdown

  • Financial Efficiency: 80
  • Transparency & Controls: 76
  • Accountability: 31
  • Sustainability: 9
  • Growth: 100

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 99%; rating input score 99
  • Program expense ratio: 70.5%; rating input score 70
  • Fundraising efficiency: $3.8 raised per $1 spent on fundraising; rating input score 16; 16th percentile among comparable filings

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 64th percentile among comparable filings
  • Pay-setting controls: 0 of 6 controls in place; rating input score 0
    • Compensation committee: Missing
    • Independent consultant: Missing
    • Other Form 990s reviewed: Missing
    • Written employment contract: Missing
    • Compensation survey or study: Missing
    • Board or committee approval: Missing
  • Foreign activity oversight: Limited
  • Grant itemization coverage: 100%; rating input score 100; 81st percentile among comparable filings
  • Major donor itemization: Yes; rating input score 100
  • Related-party transparency: Yes; rating input score 100

Accountability

  • Independent voting board: 0%; rating input score 0; 8th percentile among comparable filings
  • Governance controls: 6 of 9 controls in place; rating input score 75
    • Conflict-of-interest policy: Pass
    • Whistleblower policy: Pass
    • Document-retention policy: Pass
    • CEO compensation review process: Limited
    • Other executive compensation review process: Fail
    • Form 990 shared with the board: Fail
    • Board meeting minutes documented: Pass
    • Audit committee oversight: Pass
    • Independent financial-statement audit: Pass

Sustainability

  • Operating margin: -11.3%; rating input score 18; 18th percentile among comparable filings
  • Total-asset coverage ratio: 0; rating input score 1; 1st percentile among comparable filings
  • Liabilities to assets ratio: Limited
  • Officer compensation ratio: 113.8%; rating input score 0; 0th percentile among comparable filings

Growth

  • Program expense growth: 14.1% per year; rating input score 100; 76th percentile among comparable filings
  • Revenue growth: 8.5% per year; rating input score 100; 64th percentile among comparable filings
  • Asset growth: 10.6% per year; rating input score 100; 65th percentile among comparable filings

Details

  • Where the money goes: 99% of revenue deployed · 70.5% of spending went to programs
  • Governance: 0 of 3 board members independent · 6 of 9 filing controls reported
  • Programs: 1 filed program accomplishment · $164K in reported program spending
  • Leadership: top reported pay $448K · 4 people listed · 0 of 6 pay-setting controls reported
  • Consistency: 19 of 19 current checks pass
  • Schedules: 8 filed schedules · includes major donors, grants, executive pay, and related organizations
  • Filing history: 15 filing years from 2010 to 2025
  • Contacts: How to reach this organization
  • Money network: 1 filed money-flow record
  • Related organizations: 84 filed related-organization links
  • 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.

  • High — Accountability: Independent voting board scored 0/100.
  • High — Transparency & Controls: Pay-setting controls scored 0/100.
  • High — Financial Efficiency: Fundraising efficiency scored 16/100.
  • High — Sustainability: Operating margin scored 18/100.
  • Review — Accountability: Governance controls: 2 of 8 not reported.
  • High — Sustainability: Total-asset coverage ratio scored 1/100.
  • High — Sustainability: Officer compensation ratio scored 0/100.