Totals
- Total revenue
- $3,905,423
- Total expenses
- $3,849,490
- Contributions and grants received
- $340,350
- Grants paid
- $0
- Program service revenue
- $3,481,935
- Investment income
- $190,523
- Other revenue
- -$107,385
- Total assets, end of year
- $9,448,012
- Total liabilities, end of year
- $1,973,851
- Net assets or fund balances, end of year
- $7,474,161
- Program services expenses (Part IX)
- not reported
- Management and general expenses
- not reported
- Fundraising expenses
- not reported
- Program service expenses (Part III)
- not reported
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.
-
1f · All other contributions, gifts and grants
$340,350
-
2a · Program service revenue: MEMBERSHIP DUES
total $2,564,632 · related or exempt $2,564,632
-
2b · Program service revenue: ADMINISTRATIVE INCOME
total $495,727 · related or exempt $495,727
-
2c · Program service revenue: CONFERENCE AND EDUCATION INCOME
total $349,463 · related or exempt $349,463
-
2d · Program service revenue: ROYALTY INCOME
total $72,113 · unrelated business $72,113
-
3 · Investment income
total $103,268 · excluded $103,268
-
6a · Gross rents
real property $164,186
-
6b · Less rental expenses
real property $285,051
-
6c · Rental income or loss
real property -$120,865
-
6d · Net rental income or loss
total -$120,865 · excluded -$120,865
-
7a · Gross sales of assets other than inventory
securities $318,926
-
7b · Less cost or other basis and sales expenses
securities $231,671
-
7c · Gain or loss
securities $87,255
-
7d · Net gain or loss
total $87,255 · excluded $87,255
-
11a · Other revenue: AFFILIATE INCOME
total $13,480 · related or exempt $13,480
-
11e · Other revenue, total
$13,480
Functional expenses
Part IX, the statement of functional expenses.
-
5 · Compensation of officers, directors and key employees
total $1,366,830
-
7 · Other salaries and wages
total $476,626
-
8 · Pension plan contributions
total $101,451
-
9 · Other employee benefits
total $140,463
-
10 · Payroll taxes
total $108,407
-
11b · Fees: legal
total $189,251
-
11c · Fees: accounting
total $34,732
-
11f · Fees: investment management
total $6,335
-
11g · Fees: other
total $332,696
-
12 · Advertising and promotion
total $245,738
-
13 · Office expenses
total $120,653
-
14 · Information technology
total $167,083
-
16 · Occupancy
total -$13,580
-
17 · Travel
total $70,098
-
19 · Conferences, conventions and meetings
total $342,221
-
22 · Depreciation, depletion and amortization
total $855
-
23 · Insurance
total $21,638
-
24a · Other expenses: CONTRIBUTIONS
total $105,000
-
24b · Other expenses: TAXES AND FEES
total $30,275
-
24c · Other expenses: TRAINING
total $2,718
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $3,074,053 · end of year $2,926,461
-
4 · Accounts receivable
beginning of year $17,675 · end of year $78,840
-
9 · Prepaid expenses and deferred charges
beginning of year $117,494 · end of year $127,561
-
10a · Land, buildings and equipment: cost or other basis
$4,627,544
-
10b · Land, buildings and equipment: accumulated depreciation
$1,202,916
-
10c · Land, buildings and equipment, net
beginning of year $3,532,991 · end of year $3,424,628
-
12 · Investments: other securities
beginning of year $2,406,020 · end of year $2,769,128
-
15 · Other assets
beginning of year $118,563 · end of year $121,394
-
17 · Accounts payable and accrued expenses
beginning of year $279,843 · end of year $367,516
-
19 · Deferred revenue
beginning of year $5,275 · end of year $51,495
-
25 · Other liabilities
beginning of year $1,800,291 · end of year $1,554,840
-
27 · Net assets without donor restrictions
beginning of year $7,181,387 · end of year $7,474,161
Mission and programs · 2023
Mission
MONTANA HOSPITAL ASSOCIATION IS THE PRINCIPAL ADVOCATE FOR THE INTERESTS OF MEMBERS IN THEIR EFFORTS TO IMPROVE THE HEALTH STATUS OF THE COMMUNITIES THEY SERVE.
Activities or mission (Part I)
TO PROVIDE SUPPORT, EDUCATION & RESOURCES TO MT HEALTH CARE PROVIDERS
-
REPRESENTATION & ADVOCACY - THESE ARE THE CORNERSTONES OF MHA'S ACTIVITIES, AND IT IS IN THIS AREA THAT A MAJORITY OF THE ASSOCIATION'S RESOURCES ARE DIRECTED. THE PRIMARY OBJECTIVE OF REPRESENTATION AND ADVOCACY IS TO INFLUENCE THE DECISIONS MADE BY LAW-MAKERS AND REGULATORY AGENCIES IN HELENA AND WASHINGTON, D.C.
-
QUALITY AND INFORMATION SYSTEMS - THIS PROGRAM PROVIDES RESOURCES PERTAINING TO PUBLIC QUALITY REPORTING INITIATIVES AND ASSOCIATION DATA COLLECTION ACTIVITIES. DATA COLLECTION AND ANALYSIS SUPPORT MEMBER FACILITIES' EFFORTS TO ADAPT TO THE RAPIDLY CHANGING HEALTH CARE MARKETPLACE. THEY ALSO PROVIDE SUPPORT FOR THE ASSOCIATION'S ADVOCACY EFFORTS.
-
EDUCATION & CONFERENCES - MEMBER DEVELOPMENT - IN TODAY'S RAPIDLY-CHANGING HEALTH CARE ENVIRONMENT,MEETING MEMBERS' EDUCATION NEEDS IS MORE IMPORTANT THAN EVER. MHA'S EDUCATION PROGRAM, A CORE SERVICE OF THE ASSOCIATION, IS DEDICATED TO MEETING THESE NEEDS. MHA OFFERS A WIDE VARIETY OF EDUCATION PROGRAMS RANGING FROM THE ANNUAL CONVENTION AND SPRING CONFERENCE TO DISTANCE LEARNING PROGRAMS ON SPECIFIC TOPICS.
As filed on the 2023 return.
Listed in Part VII
-
Robert OlsenROBERT OLSEN
PRESIDENT
- Total calculated
- $431,222
- From this org
- $423,838
- From related orgs
- $0
- Other
- $7,384
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $423,838
- Bonus
- $0
- Other
- $0
- Deferred
- $7,288
- Nontaxable benefits
- $96
- Filer's total
- $431,222
-
Wade JohnsonWADE JOHNSON
EXECUTIVE MEMBER AT LARGE
- Total calculated
- $0
- Hours/week
- 3
-
Greg HansonGREG HANSON
CHAIR
- Total calculated
- $0
- Hours/week
- 3
-
Craig LambrechtCRAIG LAMBRECHT
TRUSTEE, REGION 1
- Total calculated
- $0
- Hours/week
- 3
-
Craig AasvedCRAIG AASVED
VICE CHAIR
- Total calculated
- $0
- Hours/week
- 3
-
Parker PowellPARKER POWELL
SECRETARY/TREASURER
- Total calculated
- $0
- Hours/week
- 2
-
John GoodnowJOHN GOODNOW
TRUSTEE, REGION 2
- Total calculated
- $0
- Hours/week
- 2
-
Karen CostelloKAREN COSTELLO
TRUSTEE, REGION 3
- Total calculated
- $0
- Hours/week
- 2
-
Tony PfaffTONY PFAFF
TRUSTEE, REGION 4
- Total calculated
- $0
- Hours/week
- 2
-
Jen AlderferJEN ALDERFER
TRUSTEE, REGION 5
- Total calculated
- $0
- Hours/week
- 2
-
Jason CronkJASON CRONK
LEADING AGE ADVOCATE
- Total calculated
- $0
- Hours/week
- 2
-
Rob BrandtROB BRANDT
SPECIAL TRUSTEE AT LARGE
- Total calculated
- $0
- Hours/week
- 2
-
Judi PowersJUDI POWERS
TRUSTEE AT LARGE
- Total calculated
- $0
- Hours/week
- 2
-
Kelley EvansKELLEY EVANS
MHREF CHAIR (EX-OFFICIO TR
- Total calculated
- $0
- Hours/week
- 2
-
Steve ToddSTEVE TODD
TRUSTEE AT LARGE
- Total calculated
- $0
- Hours/week
- 2
-
Heidi DuncanHEIDI DUNCAN
SPECIAL TRUSTEE AT LARGE
- Total calculated
- $0
- Hours/week
- 2
-
Cody LangbehnCODY LANGBEHN
SPECIAL TRUSTEE AT LARGE
- Total calculated
- $0
- Hours/week
- 2
-
Duane PreshingerDUANE PRESHINGER
SR VICE PRESIDENT
- Total calculated
- $284,469
- From this org
- $242,577
- From related orgs
- $0
- Other
- $41,892
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $242,577
- Bonus
- $0
- Other
- $0
- Deferred
- $28,684
- Nontaxable benefits
- $13,208
- Filer's total
- $284,469
-
Heather O'HaraHEATHER O'HARA
VICE PRESIDENT
- Total calculated
- $175,912
- From this org
- $145,087
- From related orgs
- $0
- Other
- $30,825
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $145,087
- Bonus
- $0
- Other
- $0
- Deferred
- $17,144
- Nontaxable benefits
- $13,681
- Filer's total
- $175,912
-
Amber DushinAMBER DUSHIN
CFO
- Total calculated
- $146,927
- From this org
- $133,885
- From related orgs
- $0
- Other
- $13,042
- Hours/week
- 40
-
Katy PetersonKATY PETERSON
VP COMMUNICATIONS
- Total calculated
- $161,108
- From this org
- $131,325
- From related orgs
- $0
- Other
- $29,783
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $131,325
- Bonus
- $0
- Other
- $0
- Deferred
- $16,558
- Nontaxable benefits
- $13,225
- Filer's total
- $161,108
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
- 2 · Substantiation required before reimbursing expenses
- 3 · Independent compensation consultant
- 3 · Written employment contract
- 3 · Compensation survey or study
- 3 · Approval by the board or compensation committee
Answered no
- 4a · Severance or change-of-control payment
- 4b · Supplemental nonqualified retirement plan
- 4c · Equity-based compensation arrangement
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.
Taxable family on this return
Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.
Related corporations and trusts
Part IV: related organizations taxable as a corporation or trust.
-
MHA VENTURES
C · PROVIDES SERVICES (GROUP PURCHASING) TO MHA MEMBERS/OTHERS · MT · 100% owned · share of assets $2,099,734
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 10 May 2024
- IRS schema version
- 2023v5.0
- Source object
- 202421349349303062
Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.
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