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Montana · Nonprofit

ROOSEVELT MEMORIAL HEALTHCARE FOUNDATION

ROOSEVELT MEMORIAL HEALTHCARE FOUNDATION (Montana) receives grants from 5 organizations whose IRS filings report $39,870 to it, the largest being Pat and Anna Burke Trust ($34,025). 3 of them have funded it in more than one year.

Revenue FY2025
$92k
Funders on record
5
Grants received
$40k
Net assets
$679k
3/5 repeat funderspeak grant-dependency 12%
01What it does

What Roosevelt Memorial Healthcare Foundation does

Mission

The Roosevelt Memorial Healthcare Foundation was started in 2000 as a group of devoted volunteers committed to providing monetary support and community support to roosevelt medical center through the cultivation, management, and disbursement of contributions.

As stated on its FY2025 Form 990.

Programs

  1. Support for roosevelt medical center to improve health care for patients.

    $122,543 spentof which $122,543 as grants
    99% of program spending
  2. Provide scholarships to students enrolled in a medical related education program.

    $1,000 spentof which $1,000 as grants
    1% of program spending

The 2 programs described on its FY2024 Form 990, listed largest first by expense. Program spending in total: $123,543.

02The organization over time

The organization over time

Each line starts at 100 in 2017, so what you read is the shape rather than the size: 150 means half as much again as 2017, 50 means half. The number beside each label in the key is where it ended. The shaded band is where the middle 50% of its peers' revenue would sit, given their growth.

100 = 20172017 Revenue 100 ($76k) Expenses 100 ($38k) Net assets 100 ($411k)2018 Revenue 121 ($92k) Expenses 27 ($10k) Net assets 119 ($490k)2019 Revenue 160 ($122k) Expenses 322 ($121k) Net assets 119 ($489k)2020 Revenue 97 ($73k) Expenses 107 ($40k) Net assets 118 ($486k)2021 Revenue 104 ($79k) Expenses 98 ($37k) Net assets 150 ($617k)2022 Revenue 114 ($87k) Expenses 23 ($9k) Net assets 162 ($664k)2023 Revenue 108 ($82k) Expenses 177 ($66k) Net assets 159 ($653k)2024 Revenue 95 ($72k) Expenses 121 ($46k) Net assets 169 ($694k)2025 Revenue 121 ($92k) Expenses 334 ($125k) Net assets 165 ($679k)
'17'18'19'20'21'22'23'24'25
Revenue (121)Expenses (334)Net assets (165)Peer revenue range

Balance sheet

Total assets and total liabilities at each year end, in dollars. The largest one-year move in total assets was 2020 to 2021, from $488k to $617k (+26%).

$411k
$490k
$489k
$488k
$617k
$664k
$653k
$694k
$711k
'17'18'19'20'21'22'23'24'25
Total assetsTotal liabilities

How it's funded, over time

Each bar is one year's revenue split into where it came from, and every bar is the same height — these are shares, not amounts, so a year that raised twice as much looks the same size. Hover a bar for the split.

2017
2018
2019
2020
2021
2022
2023
2024
2025
ContributionsProgram revenueInvestmentOther

52% of ROOSEVELT MEMORIAL HEALTHCARE FOUNDATION’s revenue is contributions — about as donation-reliant as the typical peer (100% for the typical peer).

This organization
Typical peer · 12,214 orgs

Surplus & reserves

Operating surplus or deficit each year, and months of liquidity in hand. 1 of the last 9 reported years ran a deficit.

$38k
’17
$81k
’18
$817
’19
$33k
’20
$42k
’21
$78k
’22
$15k
’23
$26k
’24
−$33k
’25
14
months of
reserve

Leadership and staff

The officers, directors, trustees and key employees listed on each return. Joined and no longer listed compare each filing with the year before, matching people by surname and first initial; a year after a gap, or a roster under three people, has no comparison.

Board chair

Ian Walker

Chairman

As listed on its FY2025 Form 990.

'17'18'19'20'21'22'23'24'25
Listed11101011101091010
Joined·+1+1+5+0+3+1+5+2
No longer listed·21413242
03Who funds it

Who funds it, year by year

2017 → 2023: the base broadened from 1 funder to 2 funders, grant income fell $8k → $528.

1 of 5 of your funders are donor-advised or pass-through sponsors (tagged DAF) — 0% of grant dollars received. That money is really individual donors directing a sponsor; the institutions to cultivate are the non-DAF funders.

Left out of every figure on this page: $460k from one payer (the same organization on both sides, largest Roosevelt Memorial Healthcare Foundation). These are real filings, and they are not money ROOSEVELT MEMORIAL HEALTHCARE FOUNDATION raised.

From the IRS filings of ROOSEVELT MEMORIAL HEALTHCARE FOUNDATION’s funders (the co-funder graph). Association, not causation. Trends are read to FY2023, the last fiscal year that has finished arriving. FY2024–FY2026 are still being filed and are shown unshaded; they do not move any figure on this page.

How concentrated its funding is

ROOSEVELT MEMORIAL HEALTHCARE FOUNDATION leans on a few funders — its largest provides 85% of grant income and the top three 98%; half comes from just 1 funder.

the vertical line marks half of all grant income — 1 funder to its left

85%
largest funder
98%
top three
~1
effective funders

Largest funder’s share by year: 2017 100% · 2018 94% · 2019 87% · 2020 94% · 2021 83% · 2022 100% · 2023 95% — diversifying over time.

“Effective funders” = inverse Herfindahl index (1 / Σ shareᵢ²) — the number of equal-sized funders that would give the same concentration. Trends are read to FY2023, the last fiscal year that has finished arriving. FY2024–FY2026 are still being filed and are shown unshaded; they do not move any figure on this page.

Where its funders are

92% of ROOSEVELT MEMORIAL HEALTHCARE FOUNDATION's grant income comes from Montana funders.

MT
ND
TX

In-state vs out-of-state, by year

’17
’18
’19
’20
’21
’23
Montana out of state home

Funder states come from each funder’s own filing. $95 arriving through sponsors registered in 1 state is excluded from the map and the split above: a sponsor holds money on a donor’s behalf, so its registered address would place those dollars somewhere no donor need ever have been. Trends are read to FY2023, the last fiscal year that has finished arriving. FY2024–FY2026 are still being filed and are shown unshaded; they do not move any figure on this page.

04Its place in the field

Against its field

ROOSEVELT MEMORIAL HEALTHCARE FOUNDATION has grown faster than half of the 6,360 health nonprofits its size.

Operating margin−36% · bottom quartile
Months of reserve13.7mo · below the median
Revenue growth (annualized)2% · above the median

this organization peer median middle 50% of peers· 6,360 health nonprofits under $100k, FY2025

Organizations like ROOSEVELT MEMORIAL HEALTHCARE FOUNDATION

Organizations whose mission and program text most resemble this one, by semantic similarity over every organization in the US filings — the closest peers, and often the clearest route to shared or prospective funders.

In Montana

Nationally

05Profile & governance

Read directly from this organization’s own Form 990, as neutral context.

Where the money goes

99% of spending goes to programs.

Program 99%Management 1%Fundraising 0%

Governance

7
board members
100%
independent
✓Conflict-of-interest policy–Whistleblower policy–Document retention✓Board reviewed the 990✓Audited financials

Public support

63%

Share of support from the public (Schedule A) — the basis for its public-charity status.

Footprint & structure

Part of a family of 1 related entity

  • Roosevelt Medical Center · exempt

Screen this organization

A dated, signed PDF of the compliance screen for ROOSEVELT MEMORIAL HEALTHCARE FOUNDATION: IRS status (Business Master File, Publication 78, auto-revocation), the OFAC sanctions lists, the Internal Revenue Bulletin, and California registration, with the Rev. Proc. 2018-32 §8.01 reliance elements stated element by element. Generated from the current files at the moment you download it.

A paid feature, included from the $75 plan up. Sign in to download.

Screens are triage, not determinations; a source that cannot be read reports not screened, never clear. Screen this nonprofit · How the screen works · on the API as GET /api/screening/{ein}?format=pdf

Questions and answers

Who funds ROOSEVELT MEMORIAL HEALTHCARE FOUNDATION?
ROOSEVELT MEMORIAL HEALTHCARE FOUNDATION (Montana) receives grants from 5 organizations whose IRS filings report $39,870 to it, the largest being Pat and Anna Burke Trust ($34,025). 3 of them have funded it in more than one year.
How many funders does ROOSEVELT MEMORIAL HEALTHCARE FOUNDATION have?
IRS filings report 5 organizations giving $39,870 in grants to ROOSEVELT MEMORIAL HEALTHCARE FOUNDATION, 3 of which have funded it in more than one year.
Who is the largest funder of ROOSEVELT MEMORIAL HEALTHCARE FOUNDATION?
Pat and Anna Burke Trust is the largest funder on record, with $34,025 in grants. The full list of funders is on this page.
How can an organization like ROOSEVELT MEMORIAL HEALTHCARE FOUNDATION find more funders?
Start with the funders already giving here, then look at the foundations that back similar organizations in Montana. The funding by cause and by state pages list the largest funders for a given area and how to approach them.

These figures are read directly from IRS Form 990 / 990-PF e-file XML: this organization’s own return for FY2025 (financials across 2017–2025), and the filings of 5 funders that report grants to it. “On record” means captured in the filings we have parsed — a funder that does not e-file, or whose grant detail is not itemized, will not appear. Filings run roughly 12–24 months behind. Trends on this page end at FY2023, the last fiscal year that has finished arriving; later years are shown and marked, and move no figure. Data on this page was exported October 14, 2026. What this page cannot tell you · view filing