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MONTANA HEALTH RESEARCH AND EDUCATION FOUNDATION INC

EIN 23-7338233 HELENA, MT

Largest nonprofits in Montana

Revenue 2024
$2,972,965
Expenses 2024
$2,904,391

Program services were 77.9% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

As filed

Subsection
03
Classification
1000
Street
2625 WINNE AVE

These codes are the IRS's own and are shown exactly as filed. What each one means is in the Business Master File documentation (opens in a new tab).

Other organizations at this address

3 other organizations in the IRS Business Master File list the same street address. matched by us

We match the street line and ZIP code as the IRS gives them, ignoring case and outer spaces and nothing else, so "AVE" and "AVENUE" count as different streets and this list can miss some. A shared address can mean related organizations or a shared office, but it can also be a registered agent, a mail drop or a service provider holding mail for unrelated clients. It is not, by itself, evidence that two organizations are connected.

Mission and programs · 2024

Mission

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

  • AHEC GRANTS (SC AND NC PROGRAMS):HRSA FUNDED GRANTS THROUGH THE STATE OFFICE OF RURAL HEALTH TOSTRENGTHEN THE HEALTHCARE WORKFORCE IN MONTANA, PARTICULARLY IN RURALAND UNDERSERVED COMMUNITIES, AND TO IMPROVE HEALTH BY FORGINGCONNECTIONS BETWEEN HEALTH PROFESSIONS, K-12 EDUCATIONAL PROGRAMS, ANDCOMMUNITIES.

    Expenses $215,798

  • 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 $719,718

  • 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 $949,288 · Grants $210,913

  • TELESTROKE SERVICES GRANT:CDC FUNDED PROGRAM THROUGH THE MONTANA DPHHS TO IMPROVE PATIENT CARE IN RURAL HOSPITALS THROUGH TELEVIDEO 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 $378,244 · Grants $150,167 · Revenue $38,526

As filed on the 2024 return. The filer continues this part on Schedule O, which is not shown here.

Officers and directors · 2024

As listed in Part VII of the 2024 return, in the order the filer printed them. Each return names its own; this is not a roster the organization keeps with us.

  • Kristi Gatrell

    CHAIR

    Total calculated
    $0
    Hours/week
    3
  • Matt Waller

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    3
  • Laura Merchant

    TREASURER

    Total calculated
    $0
    Hours/week
    3
  • Robert Olsen

    SECRETARY

    Total calculated
    $68,211
    From this org
    $0
    From related orgs
    $62,078
    Other
    $6,133
    Hours/week
    3
  • Adam Schafer

    DIRECTOR

    Total calculated
    $0
    Hours/week
    3
  • Jessica Winge Petersen

    DIRECTOR

    Total calculated
    $0
    Hours/week
    3
  • Jody Haines

    DIRECTOR

    Total calculated
    $0
    Hours/week
    3
  • Shani Rich

    EXECUTIVE DIRECTOR

    Total calculated
    $156,677
    From this org
    $0
    From related orgs
    $127,138
    Other
    $29,539
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $0 + $127,138 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $14,586 related
    Nontaxable benefits
    $0 + $14,953 related
    Filer's total
    $0 + $156,677 related

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. Earlier years are each on their own filing page.

Filings

  • 2024
    Revenue
    $2,972,965
    Expenses
    $2,904,391
    Contributions
    $2,925,444
    Grants paid
    $361,080
  • 2023
    Revenue
    $3,090,615
    Expenses
    $3,081,278
    Contributions
    $3,031,691
    Grants paid
    $501,807
  • 2022
    Revenue
    $3,790,637
    Expenses
    $3,700,547
    Contributions
    $3,671,836
    Grants paid
    $854,253

The four totals the IRS asks for on Part I of the Form 990, as filed. A dash means the figure was not present on the return — not that it was zero.

Other returns filed

  • 2021 · 990

    Revenue
    $4,435,703
    Expenses
    $4,239,555
    Assets (EOY)
    $2,112,895
  • 2020 · 990

    Revenue
    $2,983,996
    Expenses
    $3,070,158
    Assets (EOY)
    $2,872,706
  • 2019 · 990

    Revenue
    $3,356,540
    Expenses
    $3,290,352
    Assets (EOY)
    $1,760,942
  • 2018 · 990

    Revenue
    $3,015,012
    Expenses
    $2,977,515
    Assets (EOY)
    $1,603,515
  • 2017 · 990

    Revenue
    $2,702,573
    Expenses
    $2,548,471
    Assets (EOY)
    $1,680,448
  • 2016 · 990

    Revenue
    $2,291,924
    Expenses
    $2,169,602
    Assets (EOY)
    $1,254,904
  • 2015 · 990

    Revenue
    $1,931,488
    Expenses
    $1,922,743
    Assets (EOY)
    $1,109,200
  • 2014 · 990

    Revenue
    $2,209,908
    Expenses
    $2,140,154
    Assets (EOY)
    $1,075,018
  • 2013 · 990

    Revenue
    $4,749,610
    Expenses
    $4,633,024
    Assets (EOY)
    $1,131,357
  • 2012 · 990

    Revenue
    not reported
    Expenses
    $3,091,254
    Assets (EOY)
    $1,877,002

Nonprofiteer parses Forms 990, 990-EZ and 990-PF, in a window of recent tax years. These returns are recorded from the IRS e-file index, so their figures were extracted by that index rather than read from the return here — treat them as a different source from the filings above, not as more of the same record. A dash means the index carries no figure; Form 990-T listings carry none at all. Showing the 10 most recent; the API carries the rest.

Grants made

  • 2022 HOSPITAL PREPAREDNESS PROGRAM FUNDS RELATED TO PANDEMIC

  • 2022 RURAL COMMUNITIES OPIOD RESPONSE IMPLEMENTATION SUBAWARDEE TO FULFILL THE OBJECTIVES OF THE GRANT

  • 2022 TO ASSIST WITH THE COSTS OF CONDUCTING AND COORDINATING A READINESS AND FEASIBILITY ASSESSMENT, DEVELOPING A STRATEGIC IMPLEMENTATION PLAN, AND/OR COORDINATING TRAININGS AND TECHNICAL ASSISTANCE TO READY STAFF AND THE ORGANIZATION FOR MOUD IMPLEMENTATION

  • MSU - OFFICE OF SPONSORED PROGRAMS

    $47,969

    2022 RURAL COMMUNITIES OPIOD RESPONSE IMPLEMENTATION SUBAWARDEE TO FULFILL THE OBJECTIVES OF THE GRANT

  • 2023 TRAINING

Where these grants went next →

Grants received

No itemized grant names this organization as a recipient. Only grants over $5,000 are itemized, and only by filers of the full Form 990.

Other IRS files

Auto-Revocation List

Not listed. The IRS publishes this list for organizations whose exemption was automatically revoked for failing to file for three consecutive years.

Publication 78

Listed as of 13 October 2026, under deductibility PC.

These are two separate IRS files on two separate schedules, shown as published and not reconciled with each other. Neither is a statement about whether a contribution is deductible today: 19,245 organizations appear in Publication 78 while the IRS's own revocation file lists them as currently revoked, more than half of those revoked before 2019. Absence from Publication 78 is evidence of nothing, and presence is not evidence either. Verify current status with the IRS before relying on it.

What this page reflects

The registration facts above come from the IRS Business Master File published 13 October 2026 and read 1 November 2026, for every organization at once. Returns through tax year 2024, the newest we have parsed for this organization.