2026-05-13T15:08:14-05:00 2025-06-30 393647910 WIPFLI ADVISORY LLC 105 E PINE ST UPPER FLOOR MISSOULA MT 59802 990 2024-07-01 810343791 MOUNTAIN PACIFIC QUALITY HEALTH FOUNDATION MOUN 4064575838 PO BOX 5119 HELENA MT 596045119 JILL ALESSI CHIEF EXECUTIVE OFFICER 4064575838 2026-05-13 1 1 SAM BRUNSON CPA P01696998 4067281800 2026-05-13 2024 2025-03-06 01:10:19Z MOUNTAIN PACIFIC QUALITY HEALTH JILL ALESSI PO BOX 5119 HELENA MT 596045119 18427690 0 X WWW.MPQHF.COM X 1973 MT DEDICATED TO EMPOWERING COMMUNITY PARTNERS TO ACHIEVE HEALTH CARE QUALITY GOALS. 8 8 146 8 0 0 6373088 3622291 12348530 14408550 346476 396849 0 0 19068094 18427690 0 0 0 0 13905297 13175184 0 0 0 5186802 6165022 19092099 19340206 -24005 -912516 14948231 13676899 3195836 2526382 11752395 11150517 X DEDICATED TO EMPOWERING COMMUNITY PARTNERS TO ACHIEVE HEALTH CARE QUALITY GOALS. 0 1 7627402 0 10048352 MEDICAID WORK:FOR MORE THAN 30 YEARS, MOUNTAIN PACIFIC HAS BEEN A VALUED PARTNER TO THE MONTANA DEPARTMENT OF PUBLIC HEALTH AND HUMAN SERVICES (DPHHS) AND TO MONTANANS WITH MEDICAID, ENSURING THEY RECEIVE THE RIGHT CARE, AT THE RIGHT TIME, IN THE MOST APPROPRIATE SETTING.OUR EXTENSIVE UTILIZATION REVIEW EXPERIENCE PROVIDES A CONSISTENT AND EFFICIENT APPROACH TO DETERMINING THE MEDICAL NECESSITY AND APPROPRIATENESS OF SERVICES, SUPPORTING SOME OF OUR STATE'S MOST VULNERABLE POPULATIONS AND IMPROVING HEALTH OUTCOMES. APPROXIMATELY ONE IN EVERY FIVE MONTANANS IS ENROLLED IN MEDICAID, OR ABOUT 218,000 PEOPLE.DURING FISCAL YEAR 2025: OUR TRANSPORTATION REVIEW TEAM SERVED 75,000 MEDICAID MEMBERS, ALLOWING ELIGIBLE INDIVIDUALS TO RECEIVE FUNDING TO OFFSET THE COST OF TRAVELING TO NEEDED HEALTH CARE SERVICES. OUR UTILIZATION MANAGEMENT CALL CENTER HANDLED 13,722 PHONE CALLS, AND UTILIZATION REVIEWERS COMPLETED 10,289 REVIEWS, HELPING MAKE SURE REQUESTED SERVICES AND EQUIPMENT MET EVIDENCE-BASED MEDICAL CRITERIA. OUR LONG-TERM CARE TEAM COMPLETED 7,379 LEVEL-OF-CARE (LOC) REVIEWS AND 8,006 LEVEL I PREADMISSION SCREENING AND RESIDENT REVIEWS (PASRRS), SO PEOPLE BEING ADMITTED TO NURSING HOMES RECEIVED THE APPROPRIATE LEVEL OF CARE. OUR COMMUNITY FIRST CHOICE TEAM COMPLETED 5,270 REVIEWS AND APPROVED 2,023 PERSONAL EMERGENCY RESPONSE SYSTEMS TO HELP KEEP PEOPLE SAFER IN THEIR HOMES. OUR PHARMACY TEAM COMPLETED 1,027 PHYSICIAN-ADMINISTERED DRUG (PAD) REVIEWS TO HELP REDUCE THE MISUSE AND ABUSE OF MEDICATIONS, PREVENT ADVERSE DRUG EVENTS AND MANAGE HIGH-COST DRUG THERAPIES. OUR DUR TEAM DEVELOPED TWENTY-FIVE NEW DRUG CRITERIA AND UPDATED TWENTY-SEVEN MORE BASED ON EXPANDED U.S. FOOD AND DRUG ADMINISTRATION (FDA) INDICATIONS FOR MEDICATIONS PREVIOUSLY APPROVED BY THE FDA. OUR PHARMACY CASE MANAGEMENT TEAM PERFORMED 2,026 REVIEWS, WITH 1,501 RESULTING INTERVENTIONS, RESULTING IN AN ESTIMATED COST AVOIDANCE OF $3.3 MILLION. MOUNTAIN PACIFIC CREATED A PROGRAM THAT CONTINUES TO BE A BEST-IN-CLASS SOLUTION FOR CONDUCTING DRUG PRIOR AUTHORIZATIONS. IN PARTNERSHIP WITH HEALTH CARE PROVIDERS, OUR DRUG PRIOR AUTHORIZATION TEAM ACHIEVED A COST AVOIDANCE OF APPROXIMATELY $64 MILLION, AN ESTIMATED GROWTH IN SAVINGS OF $5.4 MILLION FROM FISCAL YEAR 2024. 3635395 0 4360198 HEALTH QUALITY SOLUTIONS:MOUNTAIN PACIFIC HAS BEEN THE EXPERT AND PARTNER FOR RURAL AND FRONTIER HEALTH CARE COMMUNITIES FOR MORE THAN 50 YEARS. WE SUPPORT ACCESS TO SERVICES AND ADVANCEMENTS IN QUALITY CARE IN SOME OF THE MOST EXPANSIVE, REMOTE AND GEOGRAPHICALLY CHALLENGING STATES, AND WE CONTINUE TO GROW OUR EFFORTS TO CONNECT HEALTH CARE PROFESSIONALS TO EDUCATION AND SUPPORT NETWORKS AND TO HELP MAKE SURE CONSUMERS GET THE CARE THEY NEED. IN FISCAL YEAR 2025, OUR TEAM WORKED ALONGSIDE CLINICAL AND COMMUNITY PARTNERS ACROSS MONTANA, HAWAII, ALASKA, AND WYOMING TO PROVIDE TECHNICAL ASSISTANCE TO IMPROVE THE QUALITY OF OUTCOMES FOR PEOPLE WITH COMPLEX CHRONIC CONDITIONS. TECHNICAL ASSISTANCE AND SUPPORT ACTIVITIES UTILIZE INDUSTRY BEST PRACTICES, STRATEGIES AND INITIATIVES TO BUILD COLLABORATIONS AND ALIGN OPPORTUNITIES TO ELEVATE THE USE OF HEALTH INFORMATION TECHNOLOGY. THE OUTCOMES INCLUDE IMPROVED POPULATION HEALTH, QUALITY REPORTING, AND CLINICAL OUTCOMES. IN 2025, WE FACILITATED ROUNDTABLE DISCUSSIONS WITH MORE THAN 180 PARTICIPANTS FROM HEALTH CARE ORGANIZATIONS, COMMUNITY-BASED ORGANIZATIONS, COUNCILS ON AGING, TRIBAL COMMUNITIES AND OTHER SERVICE PROVIDERS TO DISCUSS AREAS OF NEED AND IDENTIFY SOLUTIONS AT A COMMUNITY LEVEL. ROBUST DATA ANALYSIS SUPPORTED THE USE OF DASHBOARDS TO SHARE BEST PRACTICES, DRIVING HIGHER PARTICIPATION AND ENGAGEMENT.THE INFANT AND EARLY CHILDHOOD MENTAL HEALTH CONSULTATION PROGRAM (IECMH), MOUNTAIN PACIFIC CONTRACTED TWENTY-SEVEN LICENSED MENTAL HEALTH PROFESSIONALS CERTIFIED IN IECMH CONSULTATION AND THIRTY-EIGHT EARLY CHILDCARE AND EDUCATION SITES TO WORK TOGETHER IN ENHANCING THE KNOWLEDGE AND CONFIDENCE OF EARLY CHILD CARE AND EMPOWERING STAFF WHO WORK WITH YOUNG CHILDREN. AS OF JUNE 30, 10 OF THE THIRTY-EIGHT SITES ARE RECEIVING CONSULTATION FROM IECMH PROFESSIONALS, AND TWENTY-FOUR SITES HAVE COMPLETED AT LEAST ONE OR TWO CONSULTATION CYCLES.MOUNTAIN PACIFIC IS PART OF A NATIONWIDE EFFORT TO IMPROVE HEALTH CARE QUALITY OUTCOMES FOR AMERICAN INDIAN ALASKA NATIVE (AIAN) COMMUNITIES, PARTNERING WITH INDIAN HEALTH SERVICE (IHS) AGENCIES AND FACILITIES AND MEDICARE-CERTIFIED HOSPITALS, NURSING HOMES AND OUTPATIENT CLINICS MANAGED BY TRIBES OR URBAN INDIAN ORGANIZATIONS. THE LATEST ITERATION OF THIS PROGRAM RUNS JANUARY 2025 THROUGH JANUARY 2030. IN THE FIRST YEAR, WE: CONDUCTED MULTIFACETED, EXTENSIVE OUTREACH TO 248 ELIGIBLE TRIBAL FACILITIES FOR PROGRAM ENGAGEMENT AND ENROLLMENT. APPLIED CRITERIA SUCH AS GEOGRAPHY, TRIBAL/AGENCY AFFILIATION AND LAND BOUNDARIES TO GROUP ELIGIBLE FACILITIES INTO EIGHTY-SIX COLLABORATIVE COMMUNITIES FOR FOCUSED TECHNICAL ASSISTANCE. ASSESSED ALL EIGHTY-SIX COMMUNITIES TO UNDERSTAND EXISTING QUALITY IMPROVEMENT INITIATIVES OR NEEDS TO UNDERSTAND HOW WE CAN BEST COMPLEMENT CURRENT PROGRAMS THROUGH STRATEGIC COLLABORATION, COORDINATE WITH EXISTING EFFORTS TO AVOID DUPLICATION OF EFFORT AND/OR CREATE NEW INITIATIVES WHERE GAPS IN CARE EXIST. MET WITH KEY NATIONAL LEADERS AND PARTNERS TO ALIGN INITIATIVES AND IDENTIFY LOCAL PRIORITIES, INCLUDING IHS, NATIONAL INDIAN HEALTH BOARD, CMS TRIBAL TECHNICAL ADVISORY GROUP, TRIBAL HEALTH BOARDS AND URBAN INDIAN ORGANIZATION COUNCILS. 1632113 0 0 QIO:MOUNTAIN PACIFIC IS PART OF THE NATIONAL MEDICARE QUALITY INNOVATION NETWORK-QUALITY IMPROVEMENT ORGANIZATION (QIN-QIO) PROGRAM. OUR TEAM OF QUALITY IMPROVEMENT EXPERTS WORKS IN AND WITH HEALTH CARE COMMUNITIES TO IMPROVE THE QUALITY OF CARE FOR MEDICARE BENEFICIARIES.IN FISCAL YEAR 2025, WE SERVED 186 NURSING HOMES AND 550,000 MEDICARE BENEFICIARIES ACROSS ALASKA, HAWAII, MONTANA, WYOMING AND GUAM. MOUNTAIN PACIFIC PROVIDED ONSITE AND VIRTUAL TECHNICAL ASSISTANCE AND TRAINING TO NURSING HOMES TO HELP PREVENT OR CONTROL INFECTIONS, WHICH ARE ESPECIALLY DEVASTATING TO OLDER POPULATIONS. OUR INFECTION PREVENTION TRAINING ACHIEVED A 95.5% SATISFACTION RATING FROM PARTICIPANTS. FROM NOVEMBER 2023 TO NOVEMBER 2024, WE HELPED NURSING HOME PARTNERS SUBMIT 754 COVID-19 REPORTS REQUIRED BY THE CENTERS FOR MEDICARE & MEDICAID SERVICES (CMS). OUR SUPPORT STREAMLINES AND SIMPLIFIES PROCESSES AND REPORTING, ALLOWING NURSING HOME STAFF TO SPEND TIME WHERE IT MATTERS MOST CARING FOR RESIDENTS.USING ELECTRONIC HEALTH RECORD (EHR) DATA, MOUNTAIN PACIFIC PARTNERED WITH A CLOUD-BASED SOFTWARE PLATFORM TO SUPPORT WYOMING NURSING HOMES IN CREATING PREDICTIVE MODELS FOR RESIDENT READMISSION RISKS. THE PROJECT ESTABLISHED A SECURE, AUTOMATED PIPELINE OF EHR DATA FOR MEDICARE BENEFICIARIES LIVING IN NURSING HOMES. FIVE CUSTOMIZED PREDICTIVE MODELS ASSIGNED RESIDENTS RISK SCORES, ESTIMATED THEIR MORTALITY RISK AND IDENTIFIED UNDIAGNOSED CASES OF CHRONIC KIDNEY DISEASE AND HEART DISEASE. AMONG THE PARTICIPATING NURSING HOMES, THE PROJECT REDUCED HOSPITAL READMISSIONS BY 11.8%. 12894910 1 1 0 0 0 0 0 0 0 0 1 0 0 1 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 65 0 146 1 0 0 0 0 0 0 0 0 0 0 0 0 X 8 8 0 0 0 0 0 0 0 1 1 0 1 1 1 1 1 1 1 1 1 1 0 X SEAN HUSMOE CHIEF FINANCIAL OFFICER 2068149809 PO BOX 5119 HELENA MT 596045119 DICK BROWN BOARD PRESIDENT 0.50 X X 0 0 0 SHANDA LOHSE MD BOARD VICE PRESIDENT 0.50 X X 0 0 0 GARET AZAMA BOARD SECRETARY 0.50 X X 0 0 0 BOB JANICEK BOARD TREASURER 0.50 X X 0 0 0 FRANCIS CHAN DIRECTOR 0.50 X 0 0 0 MARI SELLE MPH DIRECTOR 0.50 X 0 0 0 KAREN SMITH-HAGMAN DIRECTOR 0.50 X 0 0 0 AMY SURDAM DIRECTOR 0.50 X 0 0 0 MIKE TRACY MD DIRECTOR (THRU 12/24) 0.50 X 0 0 0 JILL ALESSI CHIEF EXECUTIVE OFFICER 40.00 X 403337 0 28790 SEAN HUSMOE CHIEF FINANCIAL OFFICER 40.00 X 127971 0 13932 KATELIN CONWAY CHIEF CORPORATE DEVELOPMENT OFFICER 40.00 X 196901 0 10153 MARY ERICKSON CHIEF OPERATING OFFICER 40.00 X 189719 0 30162 CHRISTINE WALL CONTROLLER 40.00 X 190606 0 20418 JENNIFER ZODY DIRECTOR PATIENT SERVICES DIVISION 40.00 X 151794 0 8787 KRISTEN SCHUSTER DIRECTOR HEALTH QUALITY SOLUTIONS 40.00 X 149525 0 24956 MARCELLA BARNHILL DUR BOARD COORDINATOR 40.00 X 136842 0 17173 MARGARET OKEY HI ACCOUNT MANAGER 40.00 X 135289 0 16760 1681984 0 171131 31 0 1 0 TELLIGEN 1776 WEST LAKES PARKWAY WEST DES MOINES IA 50266 REVIEW SERVICES UNDER THE MT MEDICAID UM 1192152 UNIVERSITY OF MONTANA 32 CAMPUS DRIVE MISSOULA MT 598124104 CREATION OF MONTANA SPECIFIC IECMHC MODE 709245 CPESN USA LLC 110 DONMOOR COURT GARNER NC 27529 ADMINISTER VACCINATION CLINICS IN PARTNE 343615 ALLIED BEHAVIORAL HEALTH SOLUTIONS 317 18TH AVE N STE 200 NASHVILLE TN 37203 ESTABLISH IECMH-FOCUSED ECHO TO INCREASE 231050 DAVID WANZANREID 3101 PEREGRINE LANE BILLINGS MT 59106 CONVENE COMMUNITY PROVIDERS, PATIENTS AN 210000 10 3005451 616840 3622291 MEDICAID SERVICES 541900 10048352 10048352 CONSULTING 541900 4360198 4360198 14408550 393929 393929 2920 0 2920 2920 2920 18427690 14408550 0 396849 X 1034938 1034938 8401300 5971603 2429697 278261 200437 77824 2526174 1650987 875187 934511 597247 337264 78577 5695 72882 62952 62952 58375 58375 3173357 2857306 316051 264760 162579 102181 956557 558611 397946 292756 67527 225229 334849 214744 120105 77485 55087 22398 50175 50175 104171 104171 DUES & MEMBERSHIPS 414644 323466 91178 PHYSICIAN EXPENSES 186770 186770 SUPPLIES 61067 27389 33678 48527 15462 33065 19340206 12894910 6445296 0 100 0 1570197 1799927 2947763 2334817 913 0 660174 571101 1049097 755294 116278 293803 8260476 7396755 235726 235726 1156604 1044770 14948231 13676899 1947573 1494565 95046 0 1153217 1031817 3195836 2526382 X 11752395 11150517 11752395 11150517 14948231 13676899 -912516 310638 0 X X 0 1 X 1 1 1 X 4039006 3892157 5987952 6373088 3622291 23914494 4039006 3892157 5987952 6373088 3622291 23914494 314000 23600494 197176 328521 318954 321181 393929 1559761 25474255 57770469 0.92640 0.92630 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 35155 34498 657 1013942 720796 293146 293803 RIGHT-OF-USE ASSET 1031817 DEPOSITS 12953 1044770 OPERATING LEASE OBLIGATION 1031817 1031817 X 18679953 310638 310638 18369315 58375 58375 18427690 19281831 0 19281831 58375 58375 19340206 PART X, LINE 2: THE ORGANIZATION QUALIFIES FOR THE CHARITABLE CONTRIBUTION DEDUCTION UNDER SECTION 170(B)(1)(A). IN ADDITION, THE ORGANIZATION IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND STATE INCOME TAXES. HOWEVER, INCOME FROM CERTAIN ACTIVITIES NOT DIRECTLY RELATED TO THE ORGANIZATION'S TAX-EXEMPT PURPOSE IS SUBJECT TO TAXATION ON UNRELATED BUSINESS INCOME. THE ORGANIZATION BELIEVES THAT INCOME TAX FILING POSITIONS WILL BE SUSTAINED UPON EXAMINATION AND DOES NOT ANTICIPATE ANY ADJUSTMENTS THAT WOULD RESULT IN A MATERIAL ADVERSE EFFECT ON ITS FINANCIAL CONDITION, RESULTS OF OPERATIONS OR CASH FLOWS. ACCORDINGLY, THE ORGANIZATION HAS NOT RECORDED ANY RESERVES OR RELATED ACCRUALS FOR INTEREST OR PENALTIES FOR UNCERTAIN INCOME TAX POSITIONS AS OF JUNE 30, 2025. THE ORGANIZATION'S POLICY IS TO CLASSIFY INCOME TAX RELATED INTEREST AND PENALTIES TO INTEREST EXPENSE AND MISCELLANEOUS EXPENSE, RESPECTIVELY, WHEN APPLICABLE. X X X 0 0 0 0 0 0 0 0 0 JILL ALESSI CHIEF EXECUTIVE OFFICER 317672 0 84375 0 1290 0 13279 0 15511 0 432127 0 0 0 MARY ERICKSON CHIEF OPERATING OFFICER 189449 0 0 0 270 0 8638 0 21524 0 219881 0 0 0 CHRISTINE WALL CONTROLLER 175315 0 14625 0 666 0 8628 0 11790 0 211024 0 0 0 KATELIN CONWAY CHIEF CORPORATE DEVELOPMENT OFFICER 196761 0 0 0 140 0 8857 0 1296 0 207054 0 0 0 KRISTEN SCHUSTER DIRECTOR HEALTH QUALITY SOLUTIONS 149415 0 0 0 110 0 7437 0 17519 0 174481 0 0 0 JENNIFER ZODY DIRECTOR PATIENT SERVICES DIVISION 151618 0 0 0 176 0 7503 0 1284 0 160581 0 0 0 MARCELLA BARNHILL DUR BOARD COORDINATOR 136092 0 125 0 625 0 6204 0 10969 0 154015 0 0 0 MARGARET OKEY HI ACCOUNT MANAGER 133781 0 1125 0 383 0 6055 0 10705 0 152049 0 0 0 FORM 990, PART III, LINE 3 MOUNTAIN PACIFIC HAS SERVED AS PRIME CONTRACTOR ON THE QIN-QIO CONTRACTS FOR MANY YEARS. DURING THE TRANSITION FROM THE 12TH TO THE 13TH STATEMENT OF WORK (SOW), WE DID NOT RETAIN PRIME STATUS AND NOW SERVE AS A SUBCONTRACTOR TO TELLIGEN FOR THE MIDWEST REGION UNDER THE 13TH SOW. FORM 990, PART VI, SECTION B, LINE 11B THE FINANCE DIRECTOR, CFO AND CEO REVIEW THE FORM 990 FOR ACCURACY AND RECOMMENDS THE RETURN FOR PROCESSING. THE BOARD IS PROVIDED THE OPPORTUNITY FOR REVIEW AND INPUT PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF INTEREST POLICY COVERS THE BOARD OF DIRECTORS, CEO, CFO, CPO, CIO, CSO AND KEY EMPLOYEES. WHEN A CONFLICT OF INTEREST ARISES WITH AN EMPLOYEE, THE CEO, COMPLIANCE OFFICER, AND HR DIRECTOR REVIEW THE CONFLICT AND THE COMPLIANCE OFFICER ULTIMATELY DETERMINES IF A CONFLICT EXISTS. IF A CONFLICT OF INTEREST ARISES WITH A BOARD MEMBER, THE BOARD COMPLIANCE COMMITTEE AND BOARD MANAGER REVIEW THE CONFLICT. THOSE DETERMINED TO HAVE A CONFLICT ARE EXCLUDED FROM DELIBERATIONS AND DECISIONS. OTHER RESTRICTIONS MAY BE IMPOSED DEPENDING ON THE CIRCUMSTANCES AND LEVEL OF RISK ASSOCIATED WITH THE CONFLICT. FORM 990, PART VI, SECTION B, LINE 15 THE BOARD OF DIRECTORS APPROVES THE COMPENSATION OF THE CEO. FOR OFFICERS OR KEY EMPLOYEES, THE ORGANIZATION USES AN INDEPENDENT SALARY SURVEY TO DETERMINE THE COMPENSATION AND THE COMPENSATION IS APPROVED BY THE CEO. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE AVAILABLE AT THE WEBSITE WWW.MPQHF.ORG. FORM 990, PART IX, LINE 11G CONSULTING FEES: PROGRAM SERVICE EXPENSES 730,043. MANAGEMENT AND GENERAL EXPENSES 309,813. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,039,856. OTHER SUBCONTRACTORS: PROGRAM SERVICE EXPENSES 2,127,263. MANAGEMENT AND GENERAL EXPENSES 6,238. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 2,133,501. FORM 990, PART XII, LINE 2C: THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. MOUNTAIN PACIFIC QUALITY HEALTH - AK C/O MPQH PO BOX 5119 HELENA MT 596045119 261379095 PROMOTION OF HEALTHCARE EXCELLENCE AK 501(C)(3) LINE 7 N/A 0 MOUNTAIN PACIFIC QUALITY HEALTH - HI C/O MPQH PO BOX 5119 HELENA MT 596045119 202371086 PROMOTION OF HEALTHCARE EXCELLENCE HI 501(C)(3) LINE 7 N/A 0 MOUNTAIN PACIFIC QUALITY HEALTH - WY C/O MPQH PO BOX 5119 HELENA MT 596045119 261378993 PROMOTION OF HEALTHCARE EXCELLENCE WY 501(C)(3) LINE 7 N/A 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0