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← MONTANA HEALTH RESEARCH AND EDUCATION FOUNDATION INC

Form 990 for tax year 2023

Filed by MONTANA HEALTH RESEARCH AND EDUCATION FOUNDATION INC.

Totals

Total revenue
$3,090,615
Total expenses
$3,081,278
Contributions and grants received
$3,031,691
Grants paid
$501,807
Program service revenue
$51,380
Investment income
$7,544
Other revenue
$0
Total assets, end of year
$2,006,835
Total liabilities, end of year
$685,514
Net assets or fund balances, end of year
$1,321,321
Program services expenses (Part IX)
$2,458,691
Management and general expenses
$622,587
Fundraising expenses
$0
Program service expenses (Part III)
$2,458,691

Program services were 79.8% 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)

    $2,901,691

  • 1f · All other contributions, gifts and grants

    $130,000

  • 2a · Program service revenue: CONVENTIONS & WORKSHOP

    total $51,380 · related or exempt $51,380

  • 3 · Investment income

    total $6,163 · excluded $6,163

  • 7a · Gross sales of assets other than inventory

    securities $4,415

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

    securities $3,034

  • 7c · Gain or loss

    securities $1,381

  • 7d · Net gain or loss

    total $1,381 · excluded $1,381

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $309,256 · program services $309,256

  • 2 · Grants to domestic individuals

    total $192,551 · program services $192,551

  • 5 · Compensation of officers, directors and key employees

    total $220,970 · management and general $220,970

  • 7 · Other salaries and wages

    total $789,455 · program services $744,507 · management and general $44,948

  • 8 · Pension plan contributions

    total $95,563 · program services $76,470 · management and general $19,093

  • 9 · Other employee benefits

    total $197,327 · program services $168,249 · management and general $29,078

  • 10 · Payroll taxes

    total $106,622 · program services $87,305 · management and general $19,317

  • 11c · Fees: accounting

    total $28,165 · management and general $28,165

  • 11f · Fees: investment management

    total $572 · program services $572

  • 11g · Fees: other

    total $461,354 · program services $431,551 · management and general $29,803

  • 12 · Advertising and promotion

    total $638 · program services $638

  • 13 · Office expenses

    total $157,082 · program services $92,046 · management and general $65,036

  • 14 · Information technology

    total $132 · program services $132

  • 16 · Occupancy

    total $124,411 · management and general $124,411

  • 17 · Travel

    total $129,050 · program services $121,328 · management and general $7,722

  • 19 · Conferences, conventions and meetings

    total $212,843 · program services $206,496 · management and general $6,347

  • 22 · Depreciation, depletion and amortization

    total $673 · management and general $673

  • 23 · Insurance

    total $16,340 · program services $991 · management and general $15,349

  • 24a · Other expenses: OTHER EXPENSES

    total $24,987 · program services $13,312 · management and general $11,675

  • 24b · Other expenses: DUES AND SUBSCRIPTIONS

    total $7,194 · program services $7,194

  • 24c · Other expenses: OTHER PROGRAM EXPENSES

    total $6,000 · program services $6,000

  • 24d · Other expenses: FOREIGN TAXES

    total $93 · program services $93

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

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

  • 4 · Accounts receivable

    beginning of year $363,493 · end of year $410,194

  • 9 · Prepaid expenses and deferred charges

    beginning of year $8,444 · end of year $4,844

  • 12 · Investments: other securities

    beginning of year $209,467 · end of year $236,222

  • 15 · Other assets

    beginning of year $1,490,440 · end of year $1,341,259

  • 17 · Accounts payable and accrued expenses

    beginning of year $143,843 · end of year $101,928

  • 19 · Deferred revenue

    beginning of year $641,326 · end of year $583,586

  • 27 · Net assets without donor restrictions

    beginning of year $1,185,470 · end of year $1,220,016

  • 28 · Net assets with donor restrictions

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

Mission and programs · 2023

Mission

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

  • 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 $297,903

  • 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 $675,608

  • 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 $1,308,185 · Grants $309,256

  • TELESTROKE SERVICES GRANT:CDC FUNDED PROGRAM THROUGH THE MONTANA DPHHS TO IMPROVE PATIENT CARE IN RURAL HOSPITALS THROUGH TELEVIDEO AHEC GRANTS (SC AND NC PROGRAMS):HRSA FUNDED GRANTS THORUGH THE STATE OFFICE OF RURAL HEALTH TO STRENGTHEN THE HEALTHCARE WORKFORCE IN MONTANA, PARTICULARLY IN RURAL AND UNDERSERVED COMMUNITES, AND TO IMPROVE HEALTH BY FORGING CONNECTIONS BETWEEN HEALTH PROFESSIONS, K-12 EDUCATIONAL PROGRAMS, AND COMMUNITITES.

    Expenses $176,995 · Grants $192,551 · Revenue $51,380

As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Robert Olsen

    SECRETARY

    Total calculated
    $31,541
    From this org
    $0
    From related orgs
    $30,998
    Other
    $543
    Hours/week
    3

  • Kelley Evans

    CHAIR

    Total calculated
    $0
    Hours/week
    3

  • Cody Langbehn

    DIRECTOR

    Total calculated
    $0
    Hours/week
    3

  • Devin Huntley

    DIRECTOR

    Total calculated
    $0
    Hours/week
    3

  • Laura Merchant

    DIRECTOR

    Total calculated
    $0
    Hours/week
    3

  • Adam Schafer

    DIRECTOR

    Total calculated
    $0
    Hours/week
    3

  • Kristi Gatrell

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    3

  • Matt Waller

    TREASURER

    Total calculated
    $0
    Hours/week
    3

  • Shani Rich

    EXECUTIVE DIRECTOR

    Total calculated
    $132,693
    From this org
    $106,625
    From related orgs
    $0
    Other
    $26,068
    Hours/week
    40

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

Provenance

Return type
form_990
Tax year
2023
Filed
14 May 2024
IRS schema version
2023v5.0
Source object
202441369349300209

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