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Nonprofiteer
← MOUNTAIN PACIFIC QUALITY HEALTH

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 MD

    PRESIDENT (THRU 12/23)

    Total calculated
    $0
    Hours/week
    0.5
  • Dick Brown

    PRESIDENT

    Total calculated
    $0
    Hours/week
    0.5
  • Shanda Lohse MD

    VICE PRESIDENT

    Total calculated
    $0
    Hours/week
    0.5
  • Mari Selle MPH

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5
  • Francis Chan

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5
  • Garet Azama

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5
  • Robert Janicek

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5
  • Amy Surdam

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5
  • Karen Smith-Hagman

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5
  • Mike Tracy MD

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5
  • Robert 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 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 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 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 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 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 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.

Provenance

Return type
form_990
Tax year
2023
Filed
29 April 2025
IRS schema version
2023v6.0
Source object
202521199349301532

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