MONTANA HEALTH RESEARCH AND EDUCATION FOUNDATION INC: Form 990, tax year 2021

View the entire original 990 at ProPublica ↗

Organization: MONTANA HEALTH RESEARCH AND EDUCATION FOUNDATION INC (EIN 23-7338233)
Tax period: 2021-01-01 to 2021-12-31
Filed: 2022-11-14
IRS object ID: 202213189349307956
Schema version: 2021v4.2
Source: Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header
Form 990
Schedule A
Schedule B
Schedule D
Schedule I
Schedule O

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2022-11-14T11:54:50-06:00	ReturnTs
Tax Period End	2021-12-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	810385940	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	ANDERSON ZURMUEHLEN & CO PC	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	PO BOX 1040	AddressLine1Txt
City	HELENA	CityNm
State Abbreviation	MT	StateAbbreviationCd
ZIP	59624	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990	ReturnTypeCd
Tax Period Begin	2021-01-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	237338233	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	MONTANA HEALTH RESEARCH &	BusinessNameLine1Txt
Business Name Line2	EDUCATION FOUNDATION	BusinessNameLine2Txt

Field	Value	IRS element (for citing)
Business Name Control	MONT	BusinessNameControlTxt
Phone	4064421911	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	2625 WINNE AVENUE	AddressLine1Txt
City	HELENA	CityNm
State Abbreviation	MT	StateAbbreviationCd
ZIP	59601	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	RICH RASMUSSEN	PersonNm
Person Title	PRESIDENT/CEO	PersonTitleTxt
Phone	4064421911	PhoneNum
Signature	2022-11-10	SignatureDt
Discuss With Paid Preparer	Yes (1)	DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

Field	Value	IRS element (for citing)
Person First	RICH	PersonFirstNm
Person Last	RASMUSSEN	PersonLastNm

Field	Value	IRS element (for citing)
SSN	999009999	SSN

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	LAURA CRAFT CPA	PreparerPersonNm
PTIN	P01713487	PTIN
Phone	4064421040	PhoneNum
Preparation	2022-11-10	PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

Field	Value	IRS element (for citing)
Trusted Customer	3	TrustedCustomerCd
Authentication Assurance Level	AAL1	AuthenticationAssuranceLevelCd
Identity Assurance Level	IAL1	IdentityAssuranceLevelCd

Field	Value	IRS element (for citing)
Tax	2021	TaxYr
Build TS	2022-09-23 18:48:47Z	BuildTS

Form 990 IRS990

Field	Value	IRS element (for citing)
Principal Officer	RICH RASMUSSEN	PrincipalOfficerNm

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	2625 WINNE AVENUE	AddressLine1Txt
City	HELENA	CityNm
State Abbreviation	MT	StateAbbreviationCd
ZIP	59601	ZIPCd

Field	Value	IRS element (for citing)
Gross Receipts	$4,437,265	GrossReceiptsAmt
Group Return For Affiliates	0	GroupReturnForAffiliatesInd
Organization501c3	Yes (X)	Organization501c3Ind
Website Address	HTTP://WWW.MTHA.ORG	WebsiteAddressTxt
Type Of Organization Corp	Yes (X)	TypeOfOrganizationCorpInd
Formation	1973	FormationYr
Legal Domicile State	MT	LegalDomicileStateCd
Activity Or Mission	TO PURSUE FUNDING OPPORTUNITIES TO PROVIDE FINANCIAL, TECHNICAL, AND INNOVATIVE PROGRAM SUPPORT TO MHA MEMBERS AND THE COMMUNITIES THEY SERVE.	ActivityOrMissionDesc
Voting Members Governing Body	9	VotingMembersGoverningBodyCnt
Voting Members Independent	8	VotingMembersIndependentCnt
Total Employee	0	TotalEmployeeCnt
Total Volunteers	7	TotalVolunteersCnt
Total Gross UBI	$0	TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm	$0	NetUnrelatedBusTxblIncmAmt
PY Contributions Grants	$2,741,331	PYContributionsGrantsAmt
CY Contributions Grants	$4,214,057	CYContributionsGrantsAmt
PY Program Service Revenue	$236,789	PYProgramServiceRevenueAmt
CY Program Service Revenue	$216,285	CYProgramServiceRevenueAmt
PY Investment Income	$5,876	PYInvestmentIncomeAmt
CY Investment Income	$5,361	CYInvestmentIncomeAmt
PY Other Revenue	$0	PYOtherRevenueAmt
CY Other Revenue	$0	CYOtherRevenueAmt
PY Total Revenue	$2,983,996	PYTotalRevenueAmt
CY Total Revenue	$4,435,703	CYTotalRevenueAmt
PY Grants And Similar Paid	$896,688	PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid	$1,644,360	CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members	$0	PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members	$0	CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid	$1,378,151	PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid	$1,370,553	CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns	$0	PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns	$0	CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense	$0	CYTotalFundraisingExpenseAmt
PY Other Expenses	$795,319	PYOtherExpensesAmt
CY Other Expenses	$1,224,642	CYOtherExpensesAmt
PY Total Expenses	$3,070,158	PYTotalExpensesAmt
CY Total Expenses	$4,239,555	CYTotalExpensesAmt
PY Revenues Less Expenses	-$86,162	PYRevenuesLessExpensesAmt
CY Revenues Less Expenses	$196,148	CYRevenuesLessExpensesAmt
Total Assets BOY	$2,872,706	TotalAssetsBOYAmt
Total Assets EOY	$2,112,895	TotalAssetsEOYAmt
Total Liabilities BOY	$1,848,595	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$864,982	TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY	$1,024,111	NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY	$1,247,913	NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part III	Yes (X)	InfoInScheduleOPartIIIInd
Mission	TO PURSUE FUNDING OPPORTUNITIES TO PROVIDE FINANCIAL, TECHNICAL, AND INNOVATIVE PROGRAM SUPPORT TO MHA MEMBERS AND THE COMMUNITIES THEY SERVE.	MissionDesc
Significant New Program Srvc	0	SignificantNewProgramSrvcInd
Significant Change	0	SignificantChangeInd
Expense	$134,907	ExpenseAmt
Desc	ASPR COVID-19 SUPPLEMENTAL FUNDING: EMERGENCY SUPPLEMENTAL FUNDING TO SUPPORT THE PREPAREDNESS AND RESPONSE ACTIVITIES AND NEEDS OF HOSPITALS, HEALTH SYSTEMS, AND HEALTH CARE PROVIDERS ON THE FRONT LINES OF THE COVID-19 PANDEMIC.	Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

Field	Value	IRS element (for citing)
Expense	$190,620	ExpenseAmt
Grant	$200,358	GrantAmt
Desc	FRONTIER COMMUNITY INTEGRATION PROJECT TECHNICAL ASSISTANCE, TRACKING, AND ANALYSIS:PROVIDE TECHNICAL ASSISTANCE, HELP WITH TRACKING (INCLUDING COST AND BUDGET NEUTRALITY REVIEW), AND ANALYSIS FOR THE CRITICAL ACCESS HOSPITALS (CAHS) WHO ARE SLECTED FOR CMS WAIVERS THROUGH THE FCHIP PROGRAM.	Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

Field	Value	IRS element (for citing)
Expense	$838,266	ExpenseAmt
Grant	$1,201,355	GrantAmt
Desc	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.	Desc

Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp

Field	Value	IRS element (for citing)
Expense	$2,486,193	ExpenseAmt
Grant	$242,647	GrantAmt
Revenue	$216,285	RevenueAmt
Desc	RURAL HOSPITAL FLEXIBILITY GRANT (FLEX):HRSA FUNDED GRANT TO PROVIDE SUPPORT FOR CRITICAL ACCESS AND OTHER SMALL RURAL HOSPITALS TO PRESERVE ACCESS TO PRIMARY AND EMERGENCY HEALTH CARE SERVICES IN THEIR COMMUNITIES. SPECIFICALLY, THE GRANT IS INTENDED TO STRENGTHEN CRITICAL ACCESS HOSPITAL INFRASTRUCTURE, SUPPORT LEADERSHIP, ENHANCE RURAL EMERGENCY MEDICAL SERVICE, IMPROVE QUALITY, AND DEVELOP AND ENHANCE NETWORKS OF CARE.HOSPITAL IMPROVEMENT AND INNOVATION NETWORK (HQIC & HIIN ENDED 03/31/20):HQIC CMS-FUNDED CONTRACT. FOCUS IS IMPROVING PATIENT SAFETY IN A NUMBER OF SPECIFIC AREAS, INCLUDING HOSPITAL ACQUIRED INFECTIONS, FALLS, ETC. THE PROGRAM PROCIDES FOR DATA COLLECTION, ANALYSIS, AND EDUCATION AND ASSISTANCE IN ADDRESSING IDENTIFIED AREAS FOR IMPROVEMENT.OPI HAS CONTRACTED WITH US FOR $41,000 IN FEDERAL SAMHSA FUNDING TO DISSEMINATE AN APP FOR TEENS/YOUTH TO HELP THEM FIND MENTAL HEALTH SERVICES IN THEIR COMMUNITIES AND COORDINATE COMMUNITY RESOURCES TO RESPOND TO APP USERS. THE APP IS CALLED "LET'S TALK." TELESTROKE SERVICES GRANT:CDC FUNDED PROGRAM THROUGH THE MONTANA DPHHS TO IMPROVE PATIENT CARE IN RURAL HOSPITALS THROUGH TELEVIDEO AHEC GRANTS (SC AND NC PROGRAMS):HRSA FUNDED GRANTS THORUGH THE STATE OFFICE OF RURAL HEALTH TO STRENGTHEN THE HEALTHCARE WORKFORCE IN MONTANA, PARTICULARLY IN RURAL AND UNDERSERVED COMMUNITES, AND TO IMPROVE HEALTH BY FORGING CONNECTIONS BETWEEN HEALTH PROFESSIONS, K-12 EDUCATIONAL PROGRAMS, AND COMMUNITITES.	Desc

Field	Value	IRS element (for citing)
Total Other Prog Srvc Expense	$2,486,193	TotalOtherProgSrvcExpenseAmt
Total Other Prog Srvc Grant	$242,647	TotalOtherProgSrvcGrantAmt
Total Other Prog Srvc Revenue	$216,285	TotalOtherProgSrvcRevenueAmt
Total Program Service Expenses	$3,649,986	TotalProgramServiceExpensesAmt
Described In Section501c3	Yes (1)	DescribedInSection501c3Ind
Schedule B Required	Yes (1)	ScheduleBRequiredInd
Political Campaign Acty	0	PoliticalCampaignActyInd
Lobbying Activities	0	LobbyingActivitiesInd
Subject To Proxy Tax	0	SubjectToProxyTaxInd
Donor Advised Fund	0	DonorAdvisedFundInd
Conservation Easements	0	ConservationEasementsInd
Collections Of Art	0	CollectionsOfArtInd
Credit Counseling	0	CreditCounselingInd
Donor Rstr Or Quasi Endowments	Yes (1)	DonorRstrOrQuasiEndowmentsInd
Report Land Building Equipment	0	ReportLandBuildingEquipmentInd
Report Investments Other Sec	Yes (1)	ReportInvestmentsOtherSecInd
Report Program Related Invst	0	ReportProgramRelatedInvstInd
Report Other Assets	Yes (1)	ReportOtherAssetsInd
Report Other Liabilities	0	ReportOtherLiabilitiesInd
Include FIN48 Footnote	0	IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt	0	IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt	Yes (1)	ConsolidatedAuditFinclStmtInd
School Operating	0	SchoolOperatingInd
Foreign Office	0	ForeignOfficeInd
Foreign Activities	0	ForeignActivitiesInd
More Than5000 K To Org	0	MoreThan5000KToOrgInd
More Than5000 K To Individuals	0	MoreThan5000KToIndividualsInd
Professional Fundraising	0	ProfessionalFundraisingInd
Fundraising Activities	0	FundraisingActivitiesInd
Gaming Activities	0	GamingActivitiesInd
Operate Hospital	0	OperateHospitalInd
Grants To Organizations	Yes (1)	GrantsToOrganizationsInd
Grants To Individuals	0	GrantsToIndividualsInd
Schedule J Required	0	ScheduleJRequiredInd
Tax Exempt Bonds	0	TaxExemptBondsInd
Engaged In Excess Benefit Trans	0	EngagedInExcessBenefitTransInd
PY Excess Benefit Trans	0	PYExcessBenefitTransInd
Loan Outstanding	0	LoanOutstandingInd
Grant To Related Person	0	GrantToRelatedPersonInd
Business Rln With Org Mem	0	BusinessRlnWithOrgMemInd
Business Rln With Fam Mem	0	BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent	0	BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri	0	DeductibleNonCashContriInd
Deductible Art Contribution	0	DeductibleArtContributionInd
Terminate Operations	0	TerminateOperationsInd
Partial Liquidation	0	PartialLiquidationInd
Disregarded Entity	0	DisregardedEntityInd
Related Entity	0	RelatedEntityInd
Related Organization Ctrl Ent	0	RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org	0	TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp	0	ActivitiesConductedPrtshpInd
Schedule O Required	Yes (1)	ScheduleORequiredInd
Info In Schedule O Part V	Yes (X)	InfoInScheduleOPartVInd
IRP Document	0	IRPDocumentCnt
IRP Document W2 G	0	IRPDocumentW2GCnt
Backup Wthld Compliance	Yes (1)	BackupWthldComplianceInd
Employee	0	EmployeeCnt
Unrelated Bus Incm Over Limit	0	UnrelatedBusIncmOverLimitInd
Foreign Financial Account	0	ForeignFinancialAccountInd
Prohibited Tax Shelter Trans	0	ProhibitedTaxShelterTransInd
Taxable Party Notification	0	TaxablePartyNotificationInd
Nondeductible Contributions	0	NondeductibleContributionsInd
Quid Pro Quo Contributions	0	QuidProQuoContributionsInd
Form8282 Property Disposed Of	0	Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct	0	RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct	0	PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services	0	IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt	0	SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc	0	SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VI	Yes (X)	InfoInScheduleOPartVIInd
Governing Body Voting Members	9	GoverningBodyVotingMembersCnt
Independent Voting Member	8	IndependentVotingMemberCnt
Family Or Business Rln	0	FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties	0	DelegationOfMgmtDutiesInd
Change To Org Documents	0	ChangeToOrgDocumentsInd
Material Diversion Or Misuse	0	MaterialDiversionOrMisuseInd
Members Or Stockholders	0	MembersOrStockholdersInd
Election Of Board Members	0	ElectionOfBoardMembersInd
Decisions Subject To Approva	0	DecisionsSubjectToApprovaInd
Minutes Of Governing Body	Yes (1)	MinutesOfGoverningBodyInd
Minutes Of Committees	Yes (1)	MinutesOfCommitteesInd
Officer Mailing Address	0	OfficerMailingAddressInd
Local Chapters	0	LocalChaptersInd
Form990 Provided To Gvrn Body	Yes (1)	Form990ProvidedToGvrnBodyInd
Conflict Of Interest Policy	Yes (1)	ConflictOfInterestPolicyInd
Annual Disclosure Covered Prsn	Yes (1)	AnnualDisclosureCoveredPrsnInd
Regular Monitoring Enfrc	Yes (1)	RegularMonitoringEnfrcInd
Whistleblower Policy	Yes (1)	WhistleblowerPolicyInd
Document Retention Policy	Yes (1)	DocumentRetentionPolicyInd
Compensation Process CEO	0	CompensationProcessCEOInd
Compensation Process Other	0	CompensationProcessOtherInd
Investment In Joint Venture	0	InvestmentInJointVentureInd
Upon Request	Yes (X)	UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	MONTANA HEALTH RESEARCH & EDUCATION FOUNDATION	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Phone	4064421911	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	2625 WINNE AVENUE	AddressLine1Txt
City	HELENA	CityNm
State Abbreviation	MT	StateAbbreviationCd
ZIP	59601	ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (9 entries)

TitleTitleTxt	Average Hours Per WeekAverageHoursPerWeekRt	Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd	OfficerOfficerInd	Reportable Comp From OrgReportableCompFromOrgAmt	Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt	Other CompensationOtherCompensationAmt
RICHARD RASMUSSEN
SECRETARY	3.00	Yes (X)	Yes (X)	$60,039	$0	$4,636
KELLEY EVANS
CHAIR	3.00	Yes (X)	Yes (X)	$0	$0	$0
CODY LANGBEHN
DIRECTOR	3.00	Yes (X)		$0	$0	$0
DEVIN HUNTLEY
DIRECTOR	3.00	Yes (X)		$0	$0	$0
LAURA MERCHANT
DIRECTOR	3.00	Yes (X)		$0	$0	$0
JESSE LASLOVICH
DIRECTOR	3.00	Yes (X)		$0	$0	$0
KRISTI GATRELL
VICE CHAIR	3.00	Yes (X)		$0	$0	$0
MATT WALLER
TREASURER	3.00	Yes (X)		$0	$0	$0
SHANI RICH
EXECUTIVE DIRECTOR	40.00		Yes (X)	$87,194	$0	$22,294

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	$147,233	TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org	$0	TotReportableCompRltdOrgAmt
Total Other Compensation	$26,930	TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K	0	IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed	0	FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K	0	TotalCompGreaterThan150KInd
Compensation From Other Srcs	0	CompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K	0	CntrctRcvdGreaterThan100KCnt
Government Grants	$4,102,057	GovernmentGrantsAmt
All Other Contributions	$112,000	AllOtherContributionsAmt
Total Contributions	$4,214,057	TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp

Field	Value	IRS element (for citing)
Desc	CONVENTIONS & WORKSHOP	Desc
Business	541900	BusinessCd
Total Revenue Column	$216,285	TotalRevenueColumnAmt
Related Or Exempt Func Income	$216,285	RelatedOrExemptFuncIncomeAmt

Field	Value	IRS element (for citing)
Total Program Service Revenue	$216,285	TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$4,212	TotalRevenueColumnAmt
Exclusion	$4,212	ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

Field	Value	IRS element (for citing)
Securities	$2,711	SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

Field	Value	IRS element (for citing)
Securities	$1,562	SecuritiesAmt

Gain Or Loss GainOrLossGrp

Field	Value	IRS element (for citing)
Securities	$1,149	SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$1,149	TotalRevenueColumnAmt
Exclusion	$1,149	ExclusionAmt

Total Revenue TotalRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$4,435,703	TotalRevenueColumnAmt
Related Or Exempt Func Income	$216,285	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$0	UnrelatedBusinessRevenueAmt
Exclusion	$5,361	ExclusionAmt

Field	Value	IRS element (for citing)
Info In Schedule O Part IX	Yes (X)	InfoInScheduleOPartIXInd

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

Field	Value	IRS element (for citing)
Total	$1,571,001	TotalAmt
Program Services	$1,571,001	ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

Field	Value	IRS element (for citing)
Total	$73,359	TotalAmt
Program Services	$73,359	ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

Field	Value	IRS element (for citing)
Total	$147,233	TotalAmt
Management And General	$147,233	ManagementAndGeneralAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

Field	Value	IRS element (for citing)
Total	$845,744	TotalAmt
Program Services	$712,893	ProgramServicesAmt
Management And General	$132,851	ManagementAndGeneralAmt

Pension Plan Contributions PensionPlanContributionsGrp

Field	Value	IRS element (for citing)
Total	$100,854	TotalAmt
Program Services	$74,783	ProgramServicesAmt
Management And General	$26,071	ManagementAndGeneralAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

Field	Value	IRS element (for citing)
Total	$174,126	TotalAmt
Program Services	$150,488	ProgramServicesAmt
Management And General	$23,638	ManagementAndGeneralAmt

Payroll Taxes PayrollTaxesGrp

Field	Value	IRS element (for citing)
Total	$102,596	TotalAmt
Program Services	$82,603	ProgramServicesAmt
Management And General	$19,993	ManagementAndGeneralAmt

Fees For Services Legal FeesForServicesLegalGrp

Field	Value	IRS element (for citing)
Total	$96	TotalAmt
Program Services	$96	ProgramServicesAmt

Fees For Services Accounting FeesForServicesAccountingGrp

Field	Value	IRS element (for citing)
Total	$16,868	TotalAmt
Program Services	$16,868	ProgramServicesAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

Field	Value	IRS element (for citing)
Total	$575	TotalAmt
Program Services	$575	ProgramServicesAmt

Fees For Services Other FeesForServicesOtherGrp

Field	Value	IRS element (for citing)
Total	$656,637	TotalAmt
Program Services	$611,106	ProgramServicesAmt
Management And General	$45,531	ManagementAndGeneralAmt

Advertising AdvertisingGrp

Field	Value	IRS element (for citing)
Total	$5,494	TotalAmt
Management And General	$5,494	ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

Field	Value	IRS element (for citing)
Total	$127,765	TotalAmt
Program Services	$68,398	ProgramServicesAmt
Management And General	$59,367	ManagementAndGeneralAmt

Information Technology InformationTechnologyGrp

Field	Value	IRS element (for citing)
Total	$8,936	TotalAmt
Program Services	$8,936	ProgramServicesAmt

Occupancy OccupancyGrp

Field	Value	IRS element (for citing)
Total	$97,617	TotalAmt
Management And General	$97,617	ManagementAndGeneralAmt

Travel TravelGrp

Field	Value	IRS element (for citing)
Total	$86,157	TotalAmt
Program Services	$75,303	ProgramServicesAmt
Management And General	$10,854	ManagementAndGeneralAmt

Conferences Meetings ConferencesMeetingsGrp

Field	Value	IRS element (for citing)
Total	$178,460	TotalAmt
Program Services	$172,164	ProgramServicesAmt
Management And General	$6,296	ManagementAndGeneralAmt

Depreciation Depletion DepreciationDepletionGrp

Field	Value	IRS element (for citing)
Total	$2,417	TotalAmt
Management And General	$2,417	ManagementAndGeneralAmt

Insurance InsuranceGrp

Field	Value	IRS element (for citing)
Total	$24,168	TotalAmt
Program Services	$12,084	ProgramServicesAmt
Management And General	$12,084	ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (3 entries)

DescDesc	TotalTotalAmt	Program ServicesProgramServicesAmt	Management And GeneralManagementAndGeneralAmt
DUES AND SUBSCRIPTIONS	$12,759	$12,759
OTHER EXPENSES	$5,693	$5,570	$123
OTHER PROGRAM EXPENSES	$1,000	$1,000

Total Functional Expenses TotalFunctionalExpensesGrp

Field	Value	IRS element (for citing)
Total	$4,239,555	TotalAmt
Program Services	$3,649,986	ProgramServicesAmt
Management And General	$589,569	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

Field	Value	IRS element (for citing)
BOY	$100	BOYAmt
EOY	$43,128	EOYAmt

Accounts Receivable AccountsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$592,709	BOYAmt
EOY	$225,721	EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

Field	Value	IRS element (for citing)
EOY	$12,289	EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

Field	Value	IRS element (for citing)
BOY	$216,312	BOYAmt
EOY	$257,752	EOYAmt

Other Assets Total OtherAssetsTotalGrp

Field	Value	IRS element (for citing)
BOY	$2,063,585	BOYAmt
EOY	$1,574,005	EOYAmt

Total Assets TotalAssetsGrp

Field	Value	IRS element (for citing)
BOY	$2,872,706	BOYAmt
EOY	$2,112,895	EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

Field	Value	IRS element (for citing)
BOY	$222,595	BOYAmt
EOY	$184,357	EOYAmt

Deferred Revenue DeferredRevenueGrp

Field	Value	IRS element (for citing)
BOY	$1,626,000	BOYAmt
EOY	$680,625	EOYAmt

Total Liabilities TotalLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$1,848,595	BOYAmt
EOY	$864,982	EOYAmt

Field	Value	IRS element (for citing)
Organization Follows FASB117	Yes (X)	OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$922,720	BOYAmt
EOY	$1,146,608	EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$101,391	BOYAmt
EOY	$101,305	EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$1,024,111	BOYAmt
EOY	$1,247,913	EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$2,872,706	BOYAmt
EOY	$2,112,895	EOYAmt

Field	Value	IRS element (for citing)
Info In Schedule O Part XI	Yes (X)	InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss	$196,148	ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst	$27,653	NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets	$1	OtherChangesInNetAssetsAmt
Info In Schedule O Part XII	Yes (X)	InfoInScheduleOPartXIIInd
Method Of Accounting Accrual	Yes (X)	MethodOfAccountingAccrualInd
Accountant Compile Or Review	0	AccountantCompileOrReviewInd
FS Audited	Yes (1)	FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

Field	Value	IRS element (for citing)
Consolidated Basis Fincl Stmt	Yes (X)	ConsolidatedBasisFinclStmtInd

Field	Value	IRS element (for citing)
Audit Committee	Yes (1)	AuditCommitteeInd
Federal Grant Audit Required	Yes (1)	FederalGrantAuditRequiredInd
Federal Grant Audit Performed	Yes (1)	FederalGrantAuditPerformedInd

Schedule A IRS990ScheduleA

Field	Value	IRS element (for citing)
Public Organization170	Yes (X)	PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$2,659,093	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$2,928,108	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$3,130,227	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$2,741,331	CurrentTaxYearMinus1YearAmt
Current Tax Year	$4,214,057	CurrentTaxYearAmt
Total	$15,672,816	TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$2,659,093	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$2,928,108	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$3,130,227	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$2,741,331	CurrentTaxYearMinus1YearAmt
Current Tax Year	$4,214,057	CurrentTaxYearAmt
Total	$15,672,816	TotalAmt

Field	Value	IRS element (for citing)
Public Support Total170	$15,672,816	PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$8,947	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$9,204	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$4,218	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$4,119	CurrentTaxYearMinus1YearAmt
Current Tax Year	$4,212	CurrentTaxYearAmt
Total	$30,700	TotalAmt

Field	Value	IRS element (for citing)
Total Support	$15,703,516	TotalSupportAmt
Gross Receipts Rltd Activities	$2,191,013	GrossReceiptsRltdActivitiesAmt
Public Support CY170	0.99800	PublicSupportCY170Pct
Public Support PY170	0.99780	PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170	Yes (X)	ThirtyThrPctSuprtTestsCY170Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

Field	Value	IRS element (for citing)
Contributor	RESTRICTED	ContributorNum

Contributor Business Name ContributorBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	RESTRICTED	BusinessNameLine1

Contributor US Address ContributorUSAddress

Field	Value	IRS element (for citing)
Address Line1	RESTRICTED	AddressLine1
Address Line2	RESTRICTED	AddressLine2
City	RESTRICTED	City
State	RESTRICTED	State
ZIP Code	RESTRICTED	ZIPCode

Field	Value	IRS element (for citing)
Total Contributions	RESTRICTED	TotalContributionsAmt

Schedule D IRS990ScheduleD

CY Endwmt Fund CYEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$216,312	BeginningYearBalanceAmt
Contributions	$10,000	ContributionsAmt
Investment Earnings Or Losses	$33,015	InvestmentEarningsOrLossesAmt
Other Expenditures	$1,000	OtherExpendituresAmt
Administrative Expenses	$575	AdministrativeExpensesAmt
End Year Balance	$257,752	EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$199,035	BeginningYearBalanceAmt
Investment Earnings Or Losses	$25,256	InvestmentEarningsOrLossesAmt
Other Expenditures	$7,500	OtherExpendituresAmt
Administrative Expenses	$479	AdministrativeExpensesAmt
End Year Balance	$216,312	EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$168,437	BeginningYearBalanceAmt
Investment Earnings Or Losses	$33,358	InvestmentEarningsOrLossesAmt
Other Expenditures	$2,300	OtherExpendituresAmt
Administrative Expenses	$460	AdministrativeExpensesAmt
End Year Balance	$199,035	EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$173,472	BeginningYearBalanceAmt
Contributions	$5,400	ContributionsAmt
Investment Earnings Or Losses	-$8,750	InvestmentEarningsOrLossesAmt
Other Expenditures	$1,250	OtherExpendituresAmt
Administrative Expenses	$435	AdministrativeExpensesAmt
End Year Balance	$168,437	EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$136,486	BeginningYearBalanceAmt
Contributions	$16,000	ContributionsAmt
Investment Earnings Or Losses	$23,369	InvestmentEarningsOrLossesAmt
Other Expenditures	$2,000	OtherExpendituresAmt
Administrative Expenses	$383	AdministrativeExpensesAmt
End Year Balance	$173,472	EndYearBalanceAmt

Field	Value	IRS element (for citing)
Board Designated Balance EOY	0.60700	BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY	0.39300	PrmnntEndowmentBalanceEOYPct
Endowments Held Unrelated Org	0	EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org	0	EndowmentsHeldRelatedOrgInd
Total Book Value Land Buildings	$0	TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp

Field	Value	IRS element (for citing)
Desc	INVESTMENTS	Desc
Book Value	$257,752	BookValueAmt
Method Valuation	F	MethodValuationCd

Field	Value	IRS element (for citing)
Total Book Value Securities	$257,752	TotalBookValueSecuritiesAmt

Other Assets Org OtherAssetsOrgGrp

Field	Value	IRS element (for citing)
Desc	INTER-COMPANY DUE TO/DUE FROM	Desc
Book Value	$1,574,005	BookValueAmt

Field	Value	IRS element (for citing)
Total Book Value Other Assets	$1,574,005	TotalBookValueOtherAssetsAmt

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	PART V, LINE 4:	FormAndLineReferenceDesc
Explanation	TO SUPPORT RESEARCH AND CHARITABLE ACTIVITIES WHICH BENEFIT THE MEDICAL COMMUNITY IN MONTANA AND TO IMPROVE THE HEALTH OF ITS RESIDENTS.	ExplanationTxt

Schedule I IRS990ScheduleI

Field	Value	IRS element (for citing)
Grant Records Maintained	Yes (1)	GrantRecordsMaintainedInd

Recipient Table RecipientTable (8 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	Recipient EINRecipientEIN	IRC SectionIRCSectionDesc	Cash GrantCashGrantAmt	Non Cash AssistanceNonCashAssistanceAmt	Purpose Of GrantPurposeOfGrantTxt
MOUNTAIN-PACIFIC QUALITY HEALTH
PO BOX 5119	HELENA	MT	59604	810343791	501(C)3	$75,248	$0	RURAL COMMUNITIES OPIOD RESPONSE IMPLEMENTATION SUBAWARDEE TO FULFILL THE OBJECTIVES OF THE GRANT
MSU - OFFICE OF SPONSORED PROGRAMS
PO BOX 172470	BOZEMAN	MT	59717	816010045	501(C)3	$103,278	$0	RURAL COMMUNITIES OPIOD RESPONSE IMPLEMENTATION SUBAWARDEE TO FULFILL THE OBJECTIVES OF THE GRANT
ST JAMES HEALTHCAREINTERMOUNTAIN HEALTHCARE
PO BOX 3300	BUTTE	MT	597023300	810231785	501(C)3	$20,481	$0	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
GREAT FALLS CLINIC
3010 15TH AVE SO	GREAT FALLS	MT	59405	841396628	501(C)3	$6,705	$0	TRAINING AND EDUCATION, EQUIPMENT AND COVID RELATED EQUIPMENT PURCHASES.
DANIELS MEMORIAL HEALTHCARE CENTER
PO BOX 400	SCOBEY	MT	592630400	816016920	501(C)3	$13,559	$0	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
MPCA - MONTANA PRIMARY CARE ASSOCIATION
1805 EUCLID	HELENA	MT	59601		501(C)3	$21,882	$0	HOSPITAL PREPAREDNESS PROGRAM FUNDS RELATED TO PANDEMIC
BLACKFEET COMMUNITY HOSPITAL
760 HOSPITAL CIRCLE	BROWNING	MT	59417	810284764	115	$7,500	$0	TRAINING AND EDUCATION
LOGAN HEALTH-CHESTER
PO BOX 705	CHESTER	MT	59522	810515463	501(C)3	$7,724	$0	COVID RELATED EQUIPMENT PURCHASES AND 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

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	PART I, LINE 2:	FormAndLineReferenceDesc
Explanation	THERE IS AN APPROVAL PROCESS FROM THE STATE AND ADVISORY COMMITTEE BEFORE GRANT FUNDS ARE RELEASED.	ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (7 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
PART V, LINE 2B	MHREF'S EMPLOYMENT TAX INFORMATION IS COMBINED WITH AND REPORTED BY MONTANA HOSPITAL ASSOCIATION, SERVING AS THE COMMON PAYMASTER, UNDER ITS EIN #81-0287203.
FORM 990, PART VI, SECTION B, LINE 11B	ALL MEMBERS OF THE BOARD RECEIVE A COPY OF THE FORM 990 PRIOR TO FILING. IT IS REVIEWED IN DETAIL BY THE FINANCE COMMITTEE.
FORM 990, PART VI, SECTION B, LINE 12C	THE CONFLICT OF INTEREST POLICY REQUIRES BOARD MEMBERS TO ANNUALLY SUBMIT A REPORT TO THE BOARD OF ALL ORGANIZATIONS OR BUSINESSES OF WHICH THE INDIVIDUAL IS A MEMBER, OFFICER, EMPLOYEE OR OWNER WHICH HAVE CONFLICTING INTERESTS.
FORM 990, PART VI, SECTION C, LINE 19	GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE MADE AVAILABLE UPON WRITTEN OR PERSONAL REQUEST.
FORM 990, PART IX, LINE 11G	CONTRACTED SERVICES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 45,531. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 45,531. CONSULTING/CONTRACTED SERVICES: PROGRAM SERVICE EXPENSES 611,106. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 611,106.
FORM 990, PART XI, LINE 9:	ROUNDING 1.
FORM 990, PART XII, LINE 2C:	THERE HAVE BEEN NO CHANGES FROM PRIOR YEAR IN THE AUDIT OVERSIGHT AND SELECTION PROCESS.