2025-04-29T11:08:55-05:00 2024-06-30 390758449 WIPFLI LLP 105 E PINE ST UPPER FLOOR MISSOULA MT 59802 990 2023-07-01 810343791 MOUNTAIN-PACIFIC QUALITY HEALTH FOUNDATION MOUN 2068149809 PO BOX 5119 HELENA MT 596045119 JILL ALESSI CEO 2068149809 2025-04-29 1 1 SAM BRUNSON CPA P01696998 4067281800 2025-04-18 2023 2025-03-06 01:10:19Z MOUNTAIN-PACIFIC QUALITY HEALTH JILL ALESSI PO BOX 5119 HELENA MT 596045119 19263039 0 X WWW.MPQHF.COM X 1973 MT OUR MISSION IS TO PARTNER WITHIN OUR COMMUNITIES TO PROVIDE SOLUTIONS FOR BETTER HEALTH. 9 9 143 10 0 0 5987952 6373088 11483573 12348530 318557 346476 0 0 17790082 19068094 0 0 0 0 11851469 13905297 0 0 0 4533414 5186802 16384883 19092099 1405199 -24005 14467663 14948231 3284499 3195836 11183164 11752395 X OUR MISSION IS TO PARTNER WITHIN OUR COMMUNITIES TO PROVIDE SOLUTIONS FOR BETTER HEALTH. 0 0 8134733 9327315 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. 3294888 0 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. 1817560 3021215 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. 13247181 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 33 0 143 1 0 0 0 0 0 0 0 0 0 0 0 0 X 9 9 0 0 1 0 0 0 0 1 1 0 1 1 1 1 1 1 1 1 1 1 0 X SEAN HUSMOE CFO 2068149809 PO BOX 5119 HELENA MT 596045119 ALLISON MINUGH MD PRESIDENT (THRU 12/23) 0.50 X X 0 0 0 DICK BROWN PRESIDENT 0.50 X X 0 0 0 SHANDA LOHSE MD VICE PRESIDENT 0.50 X X 0 0 0 MARI SELLE MPH DIRECTOR 0.50 X 0 0 0 FRANCIS CHAN DIRECTOR 0.50 X 0 0 0 GARET AZAMA DIRECTOR 0.50 X 0 0 0 ROBERT JANICEK DIRECTOR 0.50 X 0 0 0 AMY SURDAM DIRECTOR 0.50 X 0 0 0 KAREN SMITH-HAGMAN DIRECTOR 0.50 X 0 0 0 MIKE TRACY MD DIRECTOR 0.50 X 0 0 0 ROBERT LOPP CAO (THRU 12/23) 40.00 X 380676 0 49361 JILL ALESSI CEO 40.00 X 262894 0 31243 CHRISTINE WALL CONTROLLER 40.00 X 171406 0 24900 MARY ERICKSON COO 40.00 X 176322 0 33042 MARK MARABELLA SENIOR ACCOUNT MANAGER 40.00 X 156056 0 26815 JENNIFER ZODY PSD DIRECTOR 40.00 X 146354 0 13346 KRISTEN SCHUSTER HQS DIRECTOR 40.00 X 141931 0 26975 1435639 0 205682 30 0 1 0 TELLIGEN 1776 WEST LAKES PARKWAY WEST DES MOINES IA 50266 REVIEW SERVICES UNDER THE MT MEDICAID UM 1192152 EVOLUTION ADVISEMENT AND CONSULTING 3120 25TH ST FARGO ND 58103 PROGRAMMING AND PROJECT MANAGEMENT CONSU 213570 INFECTION PREVENTION STRATEGIES LLC 1935 CARROLL HEIGHTS CIR BILLINGS MT 59105 CERTIFIED INFECTION PREVENTION CONSULTIN 152453 3 5729399 643689 6373088 MEDICAID SERVICES 541900 10344377 10344377 CONSULTING 541900 2004153 2004153 12348530 321181 321181 220240 194945 25295 25295 25295 19068094 12348530 0 346476 X 741168 741168 8934673 6502990 2431683 827680 579662 248018 2461899 1674421 787478 939877 634809 305068 22173 6009 16164 38966 38966 31097 31097 2555985 2393639 162346 289326 184273 105053 707188 530087 177101 361324 97905 263419 438262 282136 156126 59286 33488 25798 45485 59 45426 96029 96029 DUES & MEMBERSHIPS 284296 162166 122130 SUPPLIES 100402 43204 57198 PHYSICIAN EXPENSES 81967 81967 75016 40366 34650 19092099 13247181 5844918 0 100 100 3009034 1570197 2012128 2947763 50000 913 501585 660174 952137 835859 52815 116278 7438015 8260476 50000 235726 1353986 1156604 14467663 14948231 1682476 1947573 250115 95046 1351908 1153217 3284499 3195836 X 11183164 11752395 11183164 11752395 14467663 14948231 -24005 593236 0 X X 0 1 X 1 1 1 X 7930710 4039006 3892157 5987952 6373088 28222913 7930710 4039006 3892157 5987952 6373088 28222913 890911 27332002 117551 197176 328521 318954 321181 1283383 29506296 51727161 0.92630 0.95470 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 68516 68516 0 883621 767343 116278 116278 DEPOSITS 3387 RIGHT-OF-USE ASSET 1153217 1156604 OPERATING LEASE OBLIGATION 1153217 1153217 X 19630233 593236 593236 19036997 31097 31097 19068094 19061002 0 19061002 31097 31097 19092099 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, 2024. 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 1 0 0 0 0 0 0 0 0 ROBERT LOPP CAO (THRU 12/23) 180165 0 0 0 200511 0 35511 0 13850 0 430037 0 0 0 JILL ALESSI CEO 232581 0 30104 0 209 0 24084 0 7159 0 294137 0 0 0 MARY ERICKSON COO 164450 0 11553 0 319 0 17538 0 15504 0 209364 0 0 0 CHRISTINE WALL CONTROLLER 171116 0 101 0 189 0 15963 0 8937 0 196306 0 0 0 MARK MARABELLA SENIOR ACCOUNT MANAGER 154877 0 108 0 1071 0 14627 0 12188 0 182871 0 0 0 KRISTEN SCHUSTER HQS DIRECTOR 141015 0 108 0 808 0 13377 0 13598 0 168906 0 0 0 JENNIFER ZODY PSD DIRECTOR 146188 0 108 0 58 0 13167 0 179 0 159700 0 0 0 PART I, LINE 4A ROBERT LOPP RECEIVED SEVERANCE OF $200,511 FORM 990, PART VI, SECTION A, LINE 4 ARTICLE II, SECTION 1: THE CURRENT BYLAWS REQUIRE "AT LEAST ONE DIRECTOR FROM EACH OF THE FOLLOWING STATES: MONTANA, WYOMING, ALASKA, AND HAWAII." IN LIGHT OF THE UPCOMING CMS 13TH SOW, MOUNTAIN PACIFIC PROPOSED CHANGING THIS LANGUAGE TO BE CONSISTENT WITH THE NEW CMS REGIONS. AFTER DELIBERATIONS, THE COMMITTEE AGREED ON THE FOLLOWING LANGUAGE: "AT LEAST SEVENTY-FIVE PERCENT (75%) OF THE BOARD SHALL BE DIRECTORS FROM THE STATES THAT MOUNTAIN PACIFIC SERVES, WITH NO MORE THAN TWO (2) DIRECTORS FROM THE SAME STATE. THE BOARD MAY DEVIATE FROM THIS REQUIREMENT TO APPOINT NEW MEMBERS FOR UNFULFILLED VACANCIES." ARTICLE IV, SECTION 2: CONSIDERING RECENT BOARD MEETING DISCUSSIONS REGARDING OFFICER TERMS, MR. MERCADO ADVISED AN AMENDMENT TO EXPLICITLY STATE THAT THE BOARD PRESIDENT SHALL SERVE FOR TWO YEARS. ADDITIONALLY, MR. MERCADO ADVISED TO ADD LANGUAGE DEFINING THE OFFICER'S TERM (JANUARY 1 THROUGH DECEMBER 31), AND THAT THE VICE PRESIDENT, SECRETARY, AND TREASURER MAY BE RE-ELECTED TO SERVE MORE THAN ONE TERM. ARTICLE VI, SECTION 3A: MR. MERCADO REPORTED THAT, WITH THE AMENDED LANGUAGE ON ARTICLE II, SECTION 1 ABOVE, ARTICLE VI, SECTION 3A MAY BE DELETED IN ITS ENTIRETY, AS IT MAKES REFERENCE TO THE PREVIOUS BYLAW'S LANGUAGE REGARDING "STAKEHOLDER STATES." FORM 990, PART VI, SECTION B, LINE 11B THE CONTROLLER, 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, CAO, COO, CIO, 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 529,149. MANAGEMENT AND GENERAL EXPENSES 162,346. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 691,495. OTHER SUBCONTRACTORS: PROGRAM SERVICE EXPENSES 1,864,490. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,864,490. 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