Nonprofit · EIN 36-3597000
BARRETT HOSPITAL FOUNDATION INC
Tax-exempt · DILLON, MT 59725
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $1,061,626 | $397,392 | $664,234 | $6,930,554 | $10,227 | $6,920,327 |
| June 30, 2024 | 990 | $1,283,121 | $444,060 | $839,061 | $6,332,939 | $0 | $6,332,939 |
| June 30, 2023 | 990 | $3,893,806 | $117,792 | $3,776,014 | $5,118,689 | $32,811 | $5,085,878 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $361,137
- Program service revenue
- $0
- Investment income
- $700,489
- Net gain from sales of assets
- $528,730
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $344,463
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Legal fees
- $5,040
- Travel
- $323
- Program services (functional)
- $344,463
- Management and general (functional)
- $52,929
Balance sheet and other
- Total assets, start of year
- $6,332,939
- Total assets, end of year
- $6,930,554
- Total liabilities, end of year
- $10,227
- Net assets, end of year
- $6,920,327
- Publicly traded securities
- $5,413,399
- Net assets without donor restrictions
- $523,899
- Net assets with donor restrictions
- $6,396,428
- Gross receipts
- $7,258,682
- Employees
- 0
- Volunteers
- 11
- Year formed
- 1989
- State of legal domicile
- MT
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| Kelly Smith | Director (until Nov) Trustee or director | 2 | $0 | $375,538 | $21,311 |
| Anna Loge | Director Trustee or director | 2 | $0 | $338,904 | $48,658 |
| Danielle Beck | Vice Chair Trustee or director, Officer | 2 | $0 | $184,190 | $36,234 |
| Brooke Erb | Executive Director (until Dec) Officer | 20 | $0 | $55,432 | $25,356 |
| Mary Ann Nicholas-Director | until Dec/ Exec Director-began Dec Trustee or director, Officer | 20 | $0 | $5,093 | $0 |
| Tyler Forrester | Chair Trustee or director, Officer | 2 | $0 | $0 | $0 |
| Lindsay Buhr | Sec/Treasurer Trustee or director, Officer | 2 | $0 | $0 | $0 |
| Kolby Malesich - Chair until | July)/ Director (July - June) Trustee or director, Officer | 2 | $0 | $0 | $0 |
| Katherine Barnett | Director Trustee or director | 2 | $0 | $0 | $0 |
| Tara Jones | Director (began Sept) Trustee or director | 2 | $0 | $0 | $0 |
| Rebecca Jones | Director Trustee or director | 2 | $0 | $0 | $0 |
| Cody Meine | Director Trustee or director | 2 | $0 | $0 | $0 |
| Laurie Moore | Director Trustee or director | 2 | $0 | $0 | $0 |
| Shane Puyear | Director Trustee or director | 2 | $0 | $0 | $0 |
| Nikky Oswald | Director Trustee or director | 2 | $0 | $0 | $0 |
1 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Taylor Rose | CEO - BHH Officer | 2 | $0 |
990 for the year ended June 30, 2024: 16 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| Dr Kelly Smith | Director Trustee or director | 2 | $0 | $342,292 | $11,375 |
| Anna Loge | Director (May-June) Trustee or director | 2 | $0 | $289,853 | $20,493 |
| Danielle Beck | Vice Chair Trustee or director, Officer | 2 | $0 | $171,344 | $14,353 |
| Brooke Erb | Executive Director Officer | 20 | $0 | $54,341 | $1,269 |
| Kolby Malesich | Chair Trustee or director, Officer | 2 | $0 | $0 | $0 |
| Lindsay Buhr | Secretary/Treasurer Trustee or director, Officer | 2 | $0 | $0 | $0 |
| Shane Puyear | Director Trustee or director | 2 | $0 | $0 | $0 |
| Cody Meine | Director Trustee or director | 2 | $0 | $0 | $0 |
| Laurie Moore | Director Trustee or director | 2 | $0 | $0 | $0 |
| Rebecca Jones | Director (March-June) Trustee or director | 2 | $0 | $0 | $0 |
| Nikky Oswald | Director (May-June) Trustee or director | 2 | $0 | $0 | $0 |
| Katherine Barnett | Director (Sept-June) Trustee or director | 2 | $0 | $0 | $0 |
| Janet Tatarka | Director (until July) Trustee or director | 2 | $0 | $0 | $0 |
| Mary Ann Nichols | Director Trustee or director | 2 | $0 | $0 | $0 |
| Tyler Forrester | Director Trustee or director | 2 | $0 | $0 | $0 |
| Taylor Rose | CEO - BHH Officer | 2 | $0 | $0 | $0 |
990 for the year ended June 30, 2023: 16 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| Dr Kelly Smith | Director Trustee or director | 2 | $0 | $329,572 | $20,500 |
| Danielle Beck | Vice Chair Trustee or director, Officer | 2 | $0 | $154,987 | $28,785 |
| Brooke Erb | Executive Director Officer | 25 | $0 | $55,339 | $12,564 |
| Kolby Malesich | Chair Trustee or director, Officer | 2 | $0 | $0 | $0 |
| Lindsay Buhr | Secretary/Treasurer Trustee or director, Officer | 2 | $0 | $0 | $0 |
| Shane Puyear | Director Trustee or director | 2 | $0 | $0 | $0 |
| Mary Ann Nichols | Director starting Sept Trustee or director | 2 | $0 | $0 | $0 |
| Cody Meine | Director starting Nov Trustee or director | 2 | $0 | $0 | $0 |
| Tyler Forrester | Director starting May Trustee or director | 2 | $0 | $0 | $0 |
| Laurie Moore | Director starting Jan Trustee or director | 2 | $0 | $0 | $0 |
| Jess Alberi | Director Trustee or director | 2 | $0 | $0 | $0 |
| Janet Tatarka | Director Trustee or director | 2 | $0 | $0 | $0 |
| Elaine Davies | Director (Jul-May) Trustee or director | 2 | $0 | $0 | $0 |
| Emily Cottom | Director (Jul-Nov) Trustee or director | 2 | $0 | $0 | $0 |
| Scott Manis | Interim CEO - BHH (Jul-Sept) Officer | 2 | $0 | $0 | $0 |
| Taylor Rose | CEO - BHH starting Oct Officer | 2 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 600 HIGHWAY 91 SOUTH, DILLON, MT 59725-0000
- Principal officer (990 for 2024)
- Rebecca Jones, 600 Highway 91 South, Dillon, MT 59725
- Signed the 990
- Rebecca Jones, Executive Director
- Phone
- (406) 683-3000
- Return prepared by
- Eide Bailly LLP
Mission
Barrett Hospital Foundation's mission is to engage and steward healthcare philanthropy, funds, services, and programs to enhance Barrett Hospital and Healthcare, ensuring continuous healthcare excellence for our community.
Program accomplishments
- The Barrett Hospital Foundation raises funds in support of the services provided by Barrett Hospital Development Corporation. These funds help provide technologically up-to-date equipment, better serving our patients. During the year, the Foundation raised funds and provided $317,356 in support for services provided by Barrett Hospital Development Corporation, in addition to support provided for the Southwest Montana Mammography Program and scholarship allocations. Barrett Hospital Development Corporation operates the hospital for the Public Hospital District for Beaverhead County. Barrett Hospital Development Corporation provided in-kind services of $132,976 to the Foundation during the fiscal year.Expenses $317,356 · grants $317,356
- The organization granted 6 scholarships during the 2025 fiscal year.Expenses $4,850 · grants $4,850
- The organization gave assistance to 72 recipients for breast related tests and procedures through its Southwest Montana Mammography Program.Expenses $20,257 · grants $20,257
- During the fiscal year, $2,000 was given to the Employee Compassion Fund.Expenses $2,000 · grants $2,000
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 36-3597000
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1989
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Health care (E11)
- Assets (IRS master file)
- $6,930,554
- Income (IRS master file)
- $7,258,682
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $1,061,626 | $397,392 | $6,930,554 | IRS |
| 990 | June 2024 | $1,283,121 | $444,060 | $6,332,939 | IRS |
| 990 | June 2023 | $3,893,806 | $117,792 | $5,118,689 | XML |
| 990 | June 2022 | $611,476 | $546,738 | $1,242,478 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | IRS |
| 990 | June 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 36-3597000).
Questions about BARRETT HOSPITAL FOUNDATION INC
- What is the EIN of BARRETT HOSPITAL FOUNDATION INC?
- The employer identification number (EIN) of BARRETT HOSPITAL FOUNDATION INC is 36-3597000.
- Is BARRETT HOSPITAL FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1989.
- Are donations to BARRETT HOSPITAL FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does BARRETT HOSPITAL FOUNDATION INC file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of BARRETT HOSPITAL FOUNDATION INC due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did BARRETT HOSPITAL FOUNDATION INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of BARRETT HOSPITAL FOUNDATION INC?
- The 990 for the year ended June 30, 2025 names Rebecca Jones.
- Who are the officers and directors of BARRETT HOSPITAL FOUNDATION INC?
- The 990 for the year ended June 30, 2025 lists 16 people; 0 received compensation from the organization.
- How much revenue does BARRETT HOSPITAL FOUNDATION INC have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $1,061,626, expenses of $397,392 and total assets of $6,930,554 at year end.
Other nonprofits in DILLON
- BARRETT HOSPITAL DEVELOPMENT CORPORATION EIN 26-4230898 · last filed 990 for 2025
- BEAVERHEAD COUNTY SEARCH & RESCUE EIN 36-3812508 · last filed 990-EZ for 2024
- VIGILANTE ELECTRIC COOPERATIVE INC EIN 81-0152585 · last filed 990 for 2025
- THE UNIVERSITY OF MONTANA WESTERN FOUNDATION EIN 81-0386970 · last filed 990 for 2025
- ODYSSEY EARLY LEARNING CENTER EIN 82-2661015 · last filed 990 for 2024
- MONTANA CENTER FOR HORSEMANSHIP INC EIN 27-4361680 · last filed 990 for 2024
- SOUTHWESTERN MONTANA FAMILY YMCA INC EIN 81-0486053 · last filed 990 for 2024
- 5 SPRINGS FOUNDATION EIN 88-2291514 · last filed 990-PF for 2025