Bitterroot Health

Nonprofit profile at a glance

EIN
810240726
IRS 990 coverage
2009–2024
Official website data refreshed
Sep 2026
Forms available
Form 990 2024
Location
Hamilton, MT, US
Phone
406.363.2211
Rating
77
Verdict
SUPPORTED
Rating confidence
Moderate
Sector
Hospital, General

Official website

Reported finances

Revenue
$140,558,344
Expenses
$139,672,141
Assets
$141,112,905
Liabilities
$66,543,269

Source: IRS Form 990. Selected filing: tax year 2024. Amounts in USD.

Leadership & pay

20 people listed

Highest reported compensation

  • RICHARD DAY MD (PHYSICIAN): $1,356,605 total reported compensation
  • DAVID BOHLER MD (PHYSICIAN): $985,381 total reported compensation
  • BROCK ALONZO MD (PHYSICIAN): $690,504 total reported compensation

Source: IRS Form 990. Selected filing: tax year 2024. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

To provide personalized care to valley residents.

What it reported doing in 2024

Marcus daly memorial hospital owns and operates a 25 licensed bed acute care critical access hospital. The hospital provides acute care services to patients in ravalli county. The services provided include acute care hospital, related ancillary services such as laboratory, radiology, therapy, inpatient and outpatient surgery, emergency care, ambulance, clinic, outpatient hospice care. The hospital provides ems services with 3 crews providing 911 service to the county. The goal is to respond within 20 minutes or less to any call within the county. The hospital is a pediatric rehabilitation provider of physical therapy, occupational therapy and speech therapy using certified therapists. The hospital clinics see all patients regardless of insurance or ability to pay and enable the community access to primary care. The hospital strives to provide access to necessary specialty services within our community and currently provides several services such as primary care, orthopedics, obstetrics and gynecology, urology, general surgery, ear nose and throat, gastroenterology, ophthalmology, dermatology, nephrology, sleep medicine, cardiology, neurosurgery, interventional pain, and pain medicine services.

Operating model

Revenue model
Earned-program. 98% of the money available for current operations came from fees and other program revenue.
Distribution model
Direct operator. The filing allocates 100% 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

SUPPORTED - A large share of available resources goes toward mission work and the filed numbers largely add up. The filing does not identify recipients for some grant dollars and expenses are high relative to revenue.

Rating breakdown

  • Financial Efficiency: 72
  • Transparency & Controls: 79
  • Accountability: 90
  • Sustainability: 35
  • Growth: 100

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 81.3%; rating input score 81
  • Program expense ratio: 82.3%; rating input score 82
  • Fundraising efficiency: Limited

Transparency & Controls

  • Consistency checks: 93.3%; rating input score 93; 21st percentile among comparable filings
  • Pay-setting controls: 5 of 6 controls in place; rating input score 83
    • Compensation committee: Pass
    • Independent consultant: Pass
    • Other Form 990s reviewed: Pass
    • Written employment contract: Missing
    • Compensation survey or study: Pass
    • Board or committee approval: Pass
  • Foreign activity oversight: Limited
  • Grant itemization coverage: 27.7%; rating input score 28; 8th percentile among comparable filings
  • Major donor itemization: Yes; rating input score 100
  • Related-party transparency: Yes; rating input score 100

Accountability

  • Independent voting board: 90.9%; rating input score 91; 39th percentile among comparable filings
  • Governance controls: 8 of 9 controls in place; rating input score 89
    • Conflict-of-interest policy: Pass
    • Whistleblower policy: Pass
    • Document-retention policy: Pass
    • CEO compensation review process: Pass
    • Other executive compensation review process: Fail
    • Form 990 shared with the board: Pass
    • Board meeting minutes documented: Pass
    • Audit committee oversight: Pass
    • Independent financial-statement audit: Pass

Sustainability

  • Operating margin: 0.6%; rating input score 35; 35th percentile among comparable filings
  • Total-asset coverage ratio: 1.01; rating input score 40; 40th percentile among comparable filings
  • Liabilities to assets ratio: 0.47; rating input score 38; 38th percentile among comparable filings
  • Officer compensation ratio: 4.5%; rating input score 20; 20th percentile among comparable filings

Growth

  • Program expense growth: 8.8% per year; rating input score 100; 68th percentile among comparable filings
  • Revenue growth: 7.8% per year; rating input score 100; 66th percentile among comparable filings
  • Asset growth: 8.4% per year; rating input score 100; 61st percentile among comparable filings

Details

  • What they do: 2 programs and campaigns described on the official site · 1 operating location identified
  • Where the money goes: 81.3% of revenue deployed · 82.3% of spending went to programs
  • Governance: 10 of 11 board members independent · 8 of 9 filing controls reported
  • Programs: 1 filed program accomplishment · $115M in reported program spending
  • Leadership: top reported pay $1.4M · 20 people listed · 5 of 6 pay-setting controls reported
  • Highest-paid contractors: 5 contractors listed · $3.2M reported
  • Consistency: 32 of 33 current checks pass · 1 finding to review
  • Schedules: 10 filed schedules · includes major donors, grants, executive pay, and related organizations
  • Filing history: 16 filing years from 2009 to 2024
  • Contacts: How to reach this organization
  • Money network: 13 filed money-flow records
  • Related organizations: 3 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.
  • Staff and benefit plans: Retirement and health plans the organization files with the Department of Labor, and the people in them.

Key Signals

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

Grant-readiness screening is separate from the live rating, not a measure of program quality. Review the source records before making a grant decision.

  • High — Transparency & Controls: Grant itemization coverage scored 28/100.
  • Moderate — Sustainability: Operating margin scored 35/100.
  • Review — Accountability: Governance controls: Other executive compensation review process not reported.
  • Moderate — Sustainability: Total-asset coverage ratio scored 40/100.
  • High — Sustainability: Officer compensation ratio scored 20/100.
  • Review — Transparency & Controls: Domestic grant itemization did not reconcile in the filed values.
  • Moderate — Sustainability: Liabilities to assets ratio scored 38/100.
  • High — Grant Readiness: Federal audit findings: this organization reported findings in its latest federal Single Audit.