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Nonprofiteer
← MONTANA HEALTH PLUS

Form 990 for tax year 2025

Filed by MONTANA HEALTH PLUS.

Totals

Total revenue
$1,095,269
Total expenses
$964,411
Contributions and grants received
$0
Grants paid
$436,000
Program service revenue
$920,642
Investment income
$174,627
Other revenue
$0
Total assets, end of year
$4,984,340
Total liabilities, end of year
$53,361
Net assets or fund balances, end of year
$4,930,979
Program services expenses (Part IX)
$700,879
Management and general expenses
$263,532
Fundraising expenses
$0
Program service expenses (Part III)
$700,879

Program services were 72.7% 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.

  • 2a · Program service revenue: CONTRACT REVENUES

    total $920,642 · related or exempt $920,642

  • 3 · Investment income

    total $174,627 · excluded $174,627

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $436,000 · program services $436,000

  • 11b · Fees: legal

    total $1,571 · management and general $1,571

  • 11c · Fees: accounting

    total $48,006 · management and general $48,006

  • 11f · Fees: investment management

    total $13,455 · management and general $13,455

  • 11g · Fees: other

    total $411,166 · program services $237,487 · management and general $173,679

  • 13 · Office expenses

    total $521 · program services $444 · management and general $77

  • 14 · Information technology

    total $7,100 · management and general $7,100

  • 16 · Occupancy

    total $10,200 · management and general $10,200

  • 17 · Travel

    total $21,018 · program services $21,018

  • 19 · Conferences, conventions and meetings

    total $5,930 · program services $5,930

  • 23 · Insurance

    total $3,144 · management and general $3,144

  • 24a · Other expenses: DUES AND SUBSCRIPTIONS

    total $6,300 · management and general $6,300

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $1,500 · end of year $2,691

  • 2 · Savings and temporary cash investments

    beginning of year $2,159,386 · end of year $2,187,946

  • 9 · Prepaid expenses and deferred charges

    beginning of year $12,278 · end of year $12,562

  • 11 · Investments: publicly traded securities

    beginning of year $2,609,196 · end of year $2,781,141

  • 17 · Accounts payable and accrued expenses

    beginning of year $39,651 · end of year $53,361

  • 27 · Net assets without donor restrictions

    beginning of year $4,742,709 · end of year $4,930,979

Mission and programs · 2025

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 $700,879 · Grants $436,000 · Revenue $920,642

As filed on the 2025 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Betsy Seglem

    MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Bill Preston

    MEMBER

    Total calculated
    $0
    Hours/week
    1

  • David Mark

    VICE PRESIDENT

    Total calculated
    $0
    Hours/week
    1

  • Jamie Brownell

    SECRETARY/TREASURER

    Total calculated
    $0
    Hours/week
    1

  • Jon Forte

    MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Kyndra Hall

    MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Lara Salazar

    MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Maria Clemons

    PAST PRESIDENT

    Total calculated
    $0
    Hours/week
    1

  • Mary Sterhan

    PRESIDENT

    Total calculated
    $0
    Hours/week
    1

  • Michelle Marten

    MEMBER (START SEPT 2025)

    Total calculated
    $0
    Hours/week
    1

  • Patrick Peer

    MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Richard Miltenburger

    MEMBER (END SEPT 2025)

    Total calculated
    $0
    Hours/week
    1

  • Tammy Cox

    MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Vicki Thuesen

    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

The 10 largest by cash amount. The API serves every itemized grant.

Provenance

Return type
form_990
Tax year
2025
Filed
1 July 2026
IRS schema version
2025v4.2
Source object
202641959349300904

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

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