Form 990 for tax year 2023
Filed by MOUNTAIN PACIFIC QUALITY HEALTH.
Totals
- Total revenue
- $19,068,094
- Total expenses
- $19,092,099
- Contributions and grants received
- $6,373,088
- Grants paid
- $0
- Program service revenue
- $12,348,530
- Investment income
- $346,476
- Other revenue
- $0
- Total assets, end of year
- $14,948,231
- Total liabilities, end of year
- $3,195,836
- Net assets or fund balances, end of year
- $11,752,395
- Program services expenses (Part IX)
- $13,247,181
- Management and general expenses
- $5,844,918
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $13,247,181
Program services were 69.4% 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.
-
1e · Government grants (contributions)
$5,729,399
-
1f · All other contributions, gifts and grants
$643,689
-
2a · Program service revenue: MEDICAID SERVICES
total $10,344,377 · related or exempt $10,344,377
-
2b · Program service revenue: CONSULTING
total $2,004,153 · related or exempt $2,004,153
-
3 · Investment income
total $321,181 · excluded $321,181
-
7a · Gross sales of assets other than inventory
securities $220,240
-
7b · Less cost or other basis and sales expenses
securities $194,945
-
7c · Gain or loss
securities $25,295
-
7d · Net gain or loss
total $25,295 · excluded $25,295
Functional expenses
Part IX, the statement of functional expenses.
-
5 · Compensation of officers, directors and key employees
total $741,168 · management and general $741,168
-
7 · Other salaries and wages
total $8,934,673 · program services $6,502,990 · management and general $2,431,683
-
8 · Pension plan contributions
total $827,680 · program services $579,662 · management and general $248,018
-
9 · Other employee benefits
total $2,461,899 · program services $1,674,421 · management and general $787,478
-
10 · Payroll taxes
total $939,877 · program services $634,809 · management and general $305,068
-
11b · Fees: legal
total $22,173 · program services $6,009 · management and general $16,164
-
11c · Fees: accounting
total $38,966 · management and general $38,966
-
11f · Fees: investment management
total $31,097 · management and general $31,097
-
11g · Fees: other
total $2,555,985 · program services $2,393,639 · management and general $162,346
-
13 · Office expenses
total $289,326 · program services $184,273 · management and general $105,053
-
14 · Information technology
total $707,188 · program services $530,087 · management and general $177,101
-
16 · Occupancy
total $361,324 · program services $97,905 · management and general $263,419
-
17 · Travel
total $438,262 · program services $282,136 · management and general $156,126
-
19 · Conferences, conventions and meetings
total $59,286 · program services $33,488 · management and general $25,798
-
22 · Depreciation, depletion and amortization
total $45,485 · program services $59 · management and general $45,426
-
23 · Insurance
total $96,029 · management and general $96,029
-
24a · Other expenses: DUES & MEMBERSHIPS
total $284,296 · program services $162,166 · management and general $122,130
-
24b · Other expenses: SUPPLIES
total $100,402 · program services $43,204 · management and general $57,198
-
24c · Other expenses: PHYSICIAN EXPENSES
total $81,967 · program services $81,967
-
24e · All other expenses
total $75,016 · program services $40,366 · management and general $34,650
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $100 · end of year $100
-
2 · Savings and temporary cash investments
beginning of year $3,009,034 · end of year $1,570,197
-
4 · Accounts receivable
beginning of year $2,012,128 · end of year $2,947,763
-
7 · Other notes and loans receivable
beginning of year $50,000 · end of year $913
-
9 · Prepaid expenses and deferred charges
beginning of year $501,585 · end of year $660,174
-
10a · Land, buildings and equipment: cost or other basis
$952,137
-
10b · Land, buildings and equipment: accumulated depreciation
$835,859
-
10c · Land, buildings and equipment, net
beginning of year $52,815 · end of year $116,278
-
11 · Investments: publicly traded securities
beginning of year $7,438,015 · end of year $8,260,476
-
12 · Investments: other securities
beginning of year $50,000 · end of year $235,726
-
15 · Other assets
beginning of year $1,353,986 · end of year $1,156,604
-
17 · Accounts payable and accrued expenses
beginning of year $1,682,476 · end of year $1,947,573
-
19 · Deferred revenue
beginning of year $250,115 · end of year $95,046
-
25 · Other liabilities
beginning of year $1,351,908 · end of year $1,153,217
-
27 · Net assets without donor restrictions
beginning of year $11,183,164 · end of year $11,752,395
Mission and programs · 2023
Mission
OUR MISSION IS TO PARTNER WITHIN OUR COMMUNITIES TO PROVIDE SOLUTIONS FOR BETTER HEALTH.
-
FOR MORE THAN 30 YEARS, MOUNTAIN PACIFIC HAS WORKED WITH THE MONTANA DEPARTMENT OF PUBLIC HEALTH AND HUMAN SERVICES (DPHHS) TO SUPPORT PEOPLE WITH MEDICAID, MAKING SURE THEY CAN ACCESS THE HEALTH CARE SERVICES THEY NEED. THESE SERVICES MAY INCLUDE COVERAGE FOR DOCTOR'S VISITS, AFFORDABLE AND SAFE MEDICATIONS, PREVENTIVE CARE, AUTHORIZATIONS FOR AT-HOME OR NURSING HOME SUPPORT, MEDICAL EQUIPMENT AND SUPPLIES. WE ALSO HELP WITH TRANSPORTATION REIMBURSEMENT FOR HEALTH-RELATED TRAVEL EXPENSES. WE CONDUCT REVIEWS AND OTHER CLINICAL ASSESSMENTS TO HELP MEDICAID MEMBERS GET THE HEALTH CARE SUPPORT THEY NEED IN THE MOST APPROPRIATE AND COST-EFFECTIVE WAY. DURING FISCAL YEAR 2024, WE REACHED ABOUT 63,345 MEDICAID MEMBERS IN MONTANA AND, IN PARTNERSHIP WITH THE WYOMING DEPARTMENT OF HEALTH, MORE THAN 8,179 MEDICAID MEMBERS IN WYOMING.FROM JULY 1, 2023, THROUGH JUNE 30, 2024, OUR PRIOR AUTHORIZATION PHARMACY TEAM PROCESSED A TOTAL OF 66,679 REQUESTS WITHIN THE MONTANA HEALTHCARE PROGRAMS PHARMACY PROGRAM. THROUGH THE EXTENSIVE EVALUATION PROCESS, WE ACHIEVED SIGNIFICANT COST AVOIDANCE, ESTIMATED AT NEARLY $58 MILLION.MOUNTAIN PACIFIC'S TRANSPORTATION TEAM PERFORMS HUNDREDS OF RETROSPECTIVE AMBULANCE REVIEWS EACH DAY FOR MEDICAL NECESSITY DETERMINATIONS AND COMPLETES THE ADMINISTRATIVE REVIEWS ON ALL APPEALED AMBULANCE CASES.
Expenses $8,134,733 · Revenue $9,327,315
-
UNDER CONTRACT WITH THE CENTERS FOR MEDICARE & MEDICAID SERVICES (CMS), MOUNTAIN PACIFIC WORKS WITH NURSING HOMES IN MONTANA, WYOMING, ALASKA, HAWAII AND THE U.S. PACIFIC TERRITORIES OF GUAM, AMERICAN SAMOA AND SAIPAN. OUR GOAL IS TO HELP NURSING HOMES ACROSS OUR REGION PROVIDE SAFE, PERSON-CENTERED CARE FOR THEIR RESIDENTS. DURING FISCAL YEAR 2024, MOUNTAIN PACIFIC'S ACCOUNT MANAGERS PROVIDED MORE THAN 1,044 TARGETED ASSISTANCE ENCOUNTERS TO NURSING HOMES, SUPPORTING THEM IN A RANGE OF CRITICAL AREAS SUCH AS INFECTION CONTROL, VACCINATIONS, QUALITY OF CARE AND NARCOTIC DIVERSION. MOUNTAIN PACIFIC PROMOTES COMMUNITY WELL-BEING AND IMPROVED POPULATION HEALTH BY ADDRESSING THE SOCIAL, CULTURAL, ECONOMIC AND ENVIRONMENTAL FACTORS THAT IMPACT INDIVIDUALS' OVERALL HEALTH. THROUGH PARTNERSHIPS AT FEDERAL, STATE AND COMMUNITY LEVELS, WE WORK BEYOND THE WALLS OF HEALTH CARE FACILITIES TO SUPPORT BOTH PHYSICAL AND BEHAVIORAL HEALTH SERVICES. UNDER OUR FEDERAL CONTRACT WITH CMS, WE HAVE FACILITATED TWENTY-FOUR HEALTH CARE COALITIONS ACROSS OUR REGION, FOCUSING ON IMPROVING ACCESS TO SERVICES, CARE TRANSITIONS AND PATIENT SAFETY, WHILE IMPLEMENTING PAIN MANAGEMENT AND OPIOID USE BEST PRACTICES.
Expenses $3,294,888
-
UNDER CONTRACT WITH THE CENTERS FOR DISEASE CONTROL AND PREVENTION (CDC), WE PARTNER WITH VARIOUS HEALTH CARE SETTINGS IN ALASKA, HAWAII AND WYOMING SO FRONTLINE HEALTH CARE WORKERS CAN LEARN AND APPLY INFECTION PREVENTION PROTOCOLS. THIS NATIONAL COLLABORATIVE, CALLED PROJECT FIRSTLINE, AIMS TO PROVIDE INNOVATIVE, EFFECTIVE INFECTION CONTROL TRAINING TO MILLIONS OF FRONTLINE HEALTH CARE WORKERS ACROSS THE U.S. UNDER STATE AND FEDERAL CONTRACTS, MOUNTAIN PACIFIC PARTNERS WITH QUALITY IMPROVEMENT PEERS, STATE AND TRIBAL AGENCIES AND ADVOCATES, HEALTH CARE PROFESSIONALS, COMMUNITY LEADERS AND MEMBERS AND OTHERS TO SUPPORT IMPROVED HEALTH AND ACCESS TO CARE SERVICES FOR INDIGENOUS POPULATIONS.WORKING CLOSELY WITH THE CENTERS FOR MEDICARE & MEDICAID SERVICES (CMS) AND INDIAN HEALTH SERVICE (IHS), THE PARTNERSHIP TO ADVANCE TRIBAL HEALTH (PATH) PARTNERS WITH CMS-CERTIFIED, IHS-MANAGED HOSPITALS TO IMPROVE HEALTH CARE QUALITY FOR AMERICAN INDIAN AND ALASKA NATIVE (AIAN) POPULATIONS. MOUNTAIN PACIFIC IS PART OF A MULTI-STATE COLLABORATIVE OF QUALITY IMPROVEMENT ORGANIZATIONS THAT WORK TOGETHER TO INCREASE PATIENT SAFETY; IMPROVE BEHAVIORAL HEALTH OUTCOMES, ESPECIALLY AROUND OPIOID ADVERSE EVENTS; INCREASE QUALITY OF CARE TRANSITIONS; AND RESPOND TO PUBLIC HEALTH EMERGENCIES AS DIRECTED BY CMS AND SUSTAIN COMPLIANCE, ENSURING CONTINUOUS ACCREDITATION, A COMPREHENSIVE QUALITY PROGRAM AND INFECTION REPORTING.MONTANA INFANT AND EARLY CHILDHOOD MENTAL HEALTH CONSULTATION (IECMHC) IS A PREVENTION-BASED APPROACH THAT PAIRS TRAINED MENTAL HEALTH PROFESSIONALS WITH ADULTS WHO WORK WITH INFANTS AND YOUNG CHILDREN IN DIFFERENT SETTINGS WHERE THEY LEARN AND GROW. IN THE FALL OF 2024, MOUNTAIN PACIFIC HELPED LAUNCH A MONTANA-SPECIFIC EDUCATION PROGRAM THAT INCLUDES LESSONS LEARNED FROM PREVIOUS IECMHC MODELS AND ADAPTS TO THE STATE'S UNIQUE GEOGRAPHY, POPULATION AND SYSTEMS. CONSULTANTS BUILD RELATIONSHIPS WITH THE ADULTS IN YOUNG CHILDREN'S LIVES TO INCREASE THE CAPACITY IN THOSE ADULTS TO SUPPORT CHILDREN'S HEALTHY SOCIAL-EMOTIONAL DEVELOPMENT BEFORE FORMAL INTERVENTION IS NEEDED. THE MONTANA CERTIFICATION CRITERIA WILL UNIFY THE WORKFORCE AND BE SUPPORTED BY INFRASTRUCTURE SUPPORTED THROUGH MOUNTAIN PACIFIC, INCLUDING MENTORING, COMMUNITIES OF PRACTICE AND PEER NETWORKING AND SUPPORT.
Expenses $1,817,560 · Revenue $3,021,215
As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
Allison Minugh MDALLISON MINUGH MD
PRESIDENT (THRU 12/23)
- Total calculated
- $0
- Hours/week
- 0.5
-
Dick BrownDICK BROWN
PRESIDENT
- Total calculated
- $0
- Hours/week
- 0.5
-
Shanda Lohse MDSHANDA LOHSE MD
VICE PRESIDENT
- Total calculated
- $0
- Hours/week
- 0.5
-
Mari Selle MPHMARI SELLE MPH
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5
-
Francis ChanFRANCIS CHAN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5
-
Garet AzamaGARET AZAMA
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5
-
Robert JanicekROBERT JANICEK
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5
-
Amy SurdamAMY SURDAM
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5
-
Karen Smith-HagmanKAREN SMITH-HAGMAN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5
-
Mike Tracy MDMIKE TRACY MD
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5
-
Robert LoppROBERT LOPP
CAO (THRU 12/23)
- Total calculated
- $430,037
- From this org
- $380,676
- From related orgs
- $0
- Other
- $49,361
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $180,165
- Bonus
- $0
- Other
- $200,511
- Deferred
- $35,511
- Nontaxable benefits
- $13,850
- Filer's total
- $430,037
-
Jill AlessiJILL ALESSI
CEO
- Total calculated
- $294,137
- From this org
- $262,894
- From related orgs
- $0
- Other
- $31,243
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $232,581
- Bonus
- $30,104
- Other
- $209
- Deferred
- $24,084
- Nontaxable benefits
- $7,159
- Filer's total
- $294,137
-
Christine WallCHRISTINE WALL
CONTROLLER
- Total calculated
- $196,306
- From this org
- $171,406
- From related orgs
- $0
- Other
- $24,900
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $171,116
- Bonus
- $101
- Other
- $189
- Deferred
- $15,963
- Nontaxable benefits
- $8,937
- Filer's total
- $196,306
-
Mary EricksonMARY ERICKSON
COO
- Total calculated
- $209,364
- From this org
- $176,322
- From related orgs
- $0
- Other
- $33,042
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $164,450
- Bonus
- $11,553
- Other
- $319
- Deferred
- $17,538
- Nontaxable benefits
- $15,504
- Filer's total
- $209,364
-
Mark MarabellaMARK MARABELLA
SENIOR ACCOUNT MANAGER
- Total calculated
- $182,871
- From this org
- $156,056
- From related orgs
- $0
- Other
- $26,815
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $154,877
- Bonus
- $108
- Other
- $1,071
- Deferred
- $14,627
- Nontaxable benefits
- $12,188
- Filer's total
- $182,871
-
Jennifer ZodyJENNIFER ZODY
PSD DIRECTOR
- Total calculated
- $159,700
- From this org
- $146,354
- From related orgs
- $0
- Other
- $13,346
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $146,188
- Bonus
- $108
- Other
- $58
- Deferred
- $13,167
- Nontaxable benefits
- $179
- Filer's total
- $159,700
-
Kristen SchusterKRISTEN SCHUSTER
HQS DIRECTOR
- Total calculated
- $168,906
- From this org
- $141,931
- From related orgs
- $0
- Other
- $26,975
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $141,015
- Bonus
- $108
- Other
- $808
- Deferred
- $13,377
- Nontaxable benefits
- $13,598
- Filer's total
- $168,906
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
- 3 · Written employment contract
- 3 · Compensation survey or study
- 3 · Approval by the board or compensation committee
- 4a · Severance or change-of-control payment
Answered no
- 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
The filer's explanations (Part III)
- PART I, LINE 4A
- ROBERT LOPP RECEIVED SEVERANCE OF $200,511
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.
Related organizations on this return
Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.
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MOUNTAIN PACIFIC QUALITY HEALTH - AK
501(C)(3) · PROMOTION OF HEALTHCARE EXCELLENCE · AK
-
MOUNTAIN PACIFIC QUALITY HEALTH - HI
501(C)(3) · PROMOTION OF HEALTHCARE EXCELLENCE · HI
-
MOUNTAIN PACIFIC QUALITY HEALTH - WY
501(C)(3) · PROMOTION OF HEALTHCARE EXCELLENCE · WY
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 29 April 2025
- IRS schema version
- 2023v6.0
- Source object
- 202521199349301532
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