Totals
- Total revenue
- $1,402,278
- Total expenses
- $357,790
- Contributions and grants received
- $60,125
- Grants paid
- $0
- Program service revenue
- $1,214,504
- Investment income
- $127,649
- Other revenue
- $0
- Total assets, end of year
- $3,774,118
- Total liabilities, end of year
- $55,486
- Net assets or fund balances, end of year
- $3,718,632
- Program services expenses (Part IX)
- $112,438
- Management and general expenses
- $245,352
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $112,438
Program services were 31.4% 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.
-
1b · Membership dues
$60,125
-
2a · Program service revenue: PMPM REVENUE
total $1,214,504 · related or exempt $1,214,504
-
3 · Investment income
total $127,649 · excluded $127,649
Functional expenses
Part IX, the statement of functional expenses.
-
11b · Fees: legal
total $2,546 · management and general $2,546
-
11c · Fees: accounting
total $20,528 · management and general $20,528
-
11g · Fees: other
total $292,826 · program services $99,966 · management and general $192,860
-
13 · Office expenses
total $8,948 · management and general $8,948
-
16 · Occupancy
total $3,000 · management and general $3,000
-
17 · Travel
total $12,472 · program services $12,472
-
23 · Insurance
total $3,071 · management and general $3,071
-
24a · Other expenses: DUES & SUBSCRIPTIONS
total $6,071 · management and general $6,071
-
24b · Other expenses: COMPUTER
total $4,108 · management and general $4,108
-
24c · Other expenses: UTILITIES/JANITORIAL
total $3,000 · management and general $3,000
-
24d · Other expenses: BANK & INVESTMENT FEES
total $1,220 · management and general $1,220
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $2,686,023 · end of year $50,003
-
2 · Savings and temporary cash investments
end of year $1,674,694
-
9 · Prepaid expenses and deferred charges
beginning of year $8,224 · end of year $11,574
-
12 · Investments: other securities
end of year $2,037,847
-
17 · Accounts payable and accrued expenses
beginning of year $20,103 · end of year $55,486
-
29 · Capital stock, trust principal or current funds
beginning of year $0 · end of year $0
-
30 · Paid-in or capital surplus, or land, building or equipment fund
beginning of year $0 · end of year $0
-
31 · Retained earnings, endowment or other funds
beginning of year $2,674,144 · end of year $3,718,632
Mission and programs · 2023
Mission
IMPROVE POPULATION HEALTH, PROVIDE A FORMAL STATEWIDE SYSTEM OF CARE, INCREASE OPTIMAL CLINIC OUTCOMES AND DECREASE OVERALL HEALTHCARE COSTS FOR PEOPLE IN MONTANA REGARDLESS OF INCOME OR COVERAGE STATUS, BY PROVIDING INTEGRATED, HIGH QUALITY, PATIENT-CENTERED CARE IN A NETWORK OF COMMUNITY-BASED HEALTH CENTERS TO THE CITIZENS OF MONTANA AND PRIVATE AND PUBLIC PAYERS.
-
MONTANA HEALTH PLUS HAS A CONTRACT WITH MONTANA CO-OP FOR THE PRODUCT NAMED CO-OP+; MONTANA HEALTH PLUS HAS A CONTRACT WITH PACIFIC SOURCE; AND MONTANA HEALTH PLUS HAS A CONTRACT WITH MEDICARE.
Expenses $112,438 · Revenue $1,214,504
As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
Maria ClemonsMARIA CLEMONS
CHAIR
- Total calculated
- $0
- Hours/week
- 1
-
Trista BesichTRISTA BESICH
VICE CHAIR
- Total calculated
- $0
- Hours/week
- 1
-
Mary SterhanMARY STERHAN
SECRETARY/TREASURER
- Total calculated
- $0
- Hours/week
- 1
-
Betsy SeglemBETSY SEGLEM
VOTING MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Justin MurgelJUSTIN MURGEL
VOTING MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Jon ForteJON FORTE
VOTING MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Tammy CoxTAMMY COX
VOTING MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Lander CooneyLANDER COONEY
VOTING MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Carol TownsendCAROL TOWNSEND
MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
David MarkDAVID MARK
MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Kyndra HallKYNDRA HALL
MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Janet WoodburnJANET WOODBURN
MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Jamie BrownellJAMIE BROWNELL
MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Lara SalazarLARA SALAZAR
VOTING MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Cindy StergarCINDY STERGAR
NONVOTING MEMBER
- Total calculated
- $0
- Hours/week
- 1
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.
Grants on this return
No itemized grants to organizations on this return.
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 6 May 2024
- IRS schema version
- 2023v5.0
- Source object
- 202441289349300529
Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.
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