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Nonprofiteer
← MONTANA HEALTH RESEARCH AND EDUCATION FOUNDATION INC

Form 990 for tax year 2024

Filed by MONTANA HEALTH RESEARCH AND EDUCATION FOUNDATION INC.

Totals

Total revenue
$2,972,965
Total expenses
$2,904,391
Contributions and grants received
$2,925,444
Grants paid
$361,080
Program service revenue
$38,526
Investment income
$8,995
Other revenue
$0
Total assets, end of year
$1,790,357
Total liabilities, end of year
$381,588
Net assets or fund balances, end of year
$1,408,769
Program services expenses (Part IX)
$2,263,048
Management and general expenses
$641,343
Fundraising expenses
$0
Program service expenses (Part III)
$2,263,048

Program services were 77.9% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1e · Government grants (contributions)

    $2,801,626

  • 1f · All other contributions, gifts and grants

    $123,818

  • 2a · Program service revenue: CONVENTIONS & WORKSHOP

    total $38,526 · related or exempt $38,526

  • 3 · Investment income

    total $6,992 · excluded $6,992

  • 7a · Gross sales of assets other than inventory

    securities $10,498

  • 7b · Less cost or other basis and sales expenses

    securities $8,495

  • 7c · Gain or loss

    securities $2,003

  • 7d · Net gain or loss

    total $2,003 · excluded $2,003

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $118,205 · program services $118,205

  • 2 · Grants to domestic individuals

    total $242,875 · program services $242,875

  • 5 · Compensation of officers, directors and key employees

    total $275,521 · management and general $275,521

  • 7 · Other salaries and wages

    total $686,840 · program services $636,520 · management and general $50,320

  • 8 · Pension plan contributions

    total $107,801 · program services $81,993 · management and general $25,808

  • 9 · Other employee benefits

    total $182,911 · program services $150,901 · management and general $32,010

  • 10 · Payroll taxes

    total $104,351 · program services $81,468 · management and general $22,883

  • 11b · Fees: legal

    total $314 · management and general $314

  • 11c · Fees: accounting

    total $16,714 · management and general $16,714

  • 11f · Fees: investment management

    total $651 · program services $651

  • 11g · Fees: other

    total $458,927 · program services $441,037 · management and general $17,890

  • 12 · Advertising and promotion

    total $3,581 · program services $3,581

  • 13 · Office expenses

    total $147,170 · program services $91,956 · management and general $55,214

  • 16 · Occupancy

    total $109,687 · management and general $109,687

  • 17 · Travel

    total $113,685 · program services $107,975 · management and general $5,710

  • 19 · Conferences, conventions and meetings

    total $261,727 · program services $258,363 · management and general $3,364

  • 22 · Depreciation, depletion and amortization

    total $537 · management and general $537

  • 23 · Insurance

    total $18,888 · program services $846 · management and general $18,042

  • 24a · Other expenses: DUES AND SUBSCRIPTIONS

    total $43,965 · program services $42,693 · management and general $1,272

  • 24b · Other expenses: OTHER EXPENSES

    total $6,991 · program services $1,000 · management and general $5,991

  • 24c · Other expenses: TRAINING

    total $2,979 · program services $2,913 · management and general $66

  • 24d · Other expenses: FOREIGN TAXES

    total $71 · program services $71

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $14,316 · end of year $100

  • 4 · Accounts receivable

    beginning of year $410,194 · end of year $679,615

  • 9 · Prepaid expenses and deferred charges

    beginning of year $4,844 · end of year $4,844

  • 12 · Investments: other securities

    beginning of year $236,222 · end of year $258,368

  • 15 · Other assets

    beginning of year $1,341,259 · end of year $847,430

  • 17 · Accounts payable and accrued expenses

    beginning of year $101,928 · end of year $179,239

  • 19 · Deferred revenue

    beginning of year $583,586 · end of year $202,349

  • 27 · Net assets without donor restrictions

    beginning of year $1,220,016 · end of year $1,307,464

  • 28 · Net assets with donor restrictions

    beginning of year $101,305 · end of year $101,305

Mission and programs · 2024

Mission

TO PURSUE FUNDING OPPORTUNITIES TO PROVIDE FINANCIAL, TECHNICAL, AND INNOVATIVE PROGRAM SUPPORT TO MHA MEMBERS AND THE COMMUNITIES THEY SERVE.

  • AHEC GRANTS (SC AND NC PROGRAMS):HRSA FUNDED GRANTS THROUGH THE STATE OFFICE OF RURAL HEALTH TOSTRENGTHEN THE HEALTHCARE WORKFORCE IN MONTANA, PARTICULARLY IN RURALAND UNDERSERVED COMMUNITIES, AND TO IMPROVE HEALTH BY FORGINGCONNECTIONS BETWEEN HEALTH PROFESSIONS, K-12 EDUCATIONAL PROGRAMS, ANDCOMMUNITIES.

    Expenses $215,798

  • RURAL HOSPITAL FELEXIBILITY GRANT (FLEX):HRSA FUNDED GRANT TO PROVIDE SUPPORT FOR CRITICAL ACCESS AND OTHERSMALL RURAL HOSPITALS TO PRESERVE ACCESS TO PRIMARY AND EMERGENCYHEALTH CARE SERVICES IN THEIR COMMUNITIES. SPECIFICALLY, THE GRANT ISINTENDED TO STRENGTHEN CRITICAL ACCESS HOSPITAL INFRASTRUCTURE, SUPPORT LEADERSHIP, ENHANCE RURAL EMERGENCY MEDICAL SERVICE, IMPROVE QUALITY, AND DEVELOP AND ENHANCE NETWORKS OF CARE.

    Expenses $719,718

  • HOSPITAL PREPAREDNESS PROGRAM:ASPR FUNDED GRANT TO ASSIST HOSPITALS IN ASSESSING THEIR PREPAREDNESS IN THE EVENT OF EMERGENCIES OR NATURAL DISASTERS, AND FORMULATING AND TESTING PLANS TO STRENGTHEN THEIR READINESS.

    Expenses $949,288 · Grants $210,913

  • TELESTROKE SERVICES GRANT:CDC FUNDED PROGRAM THROUGH THE MONTANA DPHHS TO IMPROVE PATIENT CARE IN RURAL HOSPITALS THROUGH TELEVIDEO THE CDC HEALTH EQUITY GRANT: TO IMPLEMENT HEALTH EQUITY ACTIVITIES, INCLUDING SUPPORTING HEALTHCARE FACILITIES TO DEVELOP COMMUNITY HEALTH NEEDS ASSESSMENT AND IMPLEMENTATION PLANS, FACILITATING REGIONAL HEALTH EQUITY TASK FORCES, AND PROVIDING HEALTH EQUITY EDUCATION. ADDITIONALLY, THE GRANT FINANCIALLY SUPPORTS SUBCONTRACTS FOR THE DEVELOPMENT OF A MONTANA SPECIFIC SOCIAL DETERMINANTS OF HEALTH TOOL (MONTANA INDEX OF HEALTHY COMMUNITIES) AND REGIONAL CARE COORDINATION TO PROMOTE THE COMMUNITY HEALTH WORKER AND COMMUNITY INTEGRATED HEALTH PROFESSIONAL WORKFORCE.

    Expenses $378,244 · Grants $150,167 · Revenue $38,526

As filed on the 2024 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Kristi Gatrell

    CHAIR

    Total calculated
    $0
    Hours/week
    3

  • Matt Waller

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    3

  • Laura Merchant

    TREASURER

    Total calculated
    $0
    Hours/week
    3

  • Robert Olsen

    SECRETARY

    Total calculated
    $68,211
    From this org
    $0
    From related orgs
    $62,078
    Other
    $6,133
    Hours/week
    3

  • Adam Schafer

    DIRECTOR

    Total calculated
    $0
    Hours/week
    3

  • Jessica Winge Petersen

    DIRECTOR

    Total calculated
    $0
    Hours/week
    3

  • Jody Haines

    DIRECTOR

    Total calculated
    $0
    Hours/week
    3

  • Shani Rich

    EXECUTIVE DIRECTOR

    Total calculated
    $156,677
    From this org
    $0
    From related orgs
    $127,138
    Other
    $29,539
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $0 + $127,138 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $14,586 related
    Nontaxable benefits
    $0 + $14,953 related
    Filer's total
    $0 + $156,677 related

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

None.

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

No itemized grants to organizations on this return.

Provenance

Return type
form_990
Tax year
2024
Filed
3 June 2025
IRS schema version
2024v5.1
Source object
202542879349301474

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