MONTANA HEALTH RESEARCH AND EDUCATION FOUNDATION INC: Form 990, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- MONTANA HEALTH RESEARCH AND EDUCATION FOUNDATION INC (EIN 23-7338233)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-04-20
- IRS object ID
- 201801109349300110
- Schema version
- 2017v2.2
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-04-20T11:58:10-05:00 | ReturnTs |
| Tax Period End | 2017-12-31 | 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 | 2017-01-01 | 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 | RICHARD BROWN | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 4064421911 | PhoneNum |
| Signature | 2018-04-18 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | PAULA R JACQUES | PreparerPersonNm |
| PTIN | P00102076 | PTIN |
| Phone | 4064421040 | PhoneNum |
| Preparation | 2018-04-06 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | RICHARD BROWN | 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 | $2,702,573 | 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 | 7 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 6 | VotingMembersIndependentCnt |
| Total Employee | 17 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $2,244,151 | PYContributionsGrantsAmt |
| CY Contributions Grants | $2,659,093 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $37,550 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $34,533 | CYProgramServiceRevenueAmt |
| PY Investment Income | $10,223 | PYInvestmentIncomeAmt |
| CY Investment Income | $8,947 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $2,291,924 | PYTotalRevenueAmt |
| CY Total Revenue | $2,702,573 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $58,386 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $24,600 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $1,119,620 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $1,307,172 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $991,596 | PYOtherExpensesAmt |
| CY Other Expenses | $1,216,699 | CYOtherExpensesAmt |
| PY Total Expenses | $2,169,602 | PYTotalExpensesAmt |
| CY Total Expenses | $2,548,471 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $122,322 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $154,102 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $1,254,904 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,680,448 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $432,424 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $689,443 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $822,480 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $991,005 | 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 | $652,083 | ExpenseAmt |
| Desc | RURAL HOSPITAL FELEXIBILITY 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. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $513,291 | ExpenseAmt |
| 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 | $389,371 | ExpenseAmt |
| Grant | $24,600 | GrantAmt |
| Desc | HOSPITAL IMPROVEMENT AND INNOVATION NETWORK (HIIN):CMS-FUNDED CONTRACT SUBAWARDED BY AHA'S HRET. 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. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $447,727 | ExpenseAmt |
| Revenue | $34,533 | RevenueAmt |
| 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. TELESTROKE SERVICES GRANT:CDC FUNDED PROGRAM THROUGH THE MONTANA DPHHS TO IMPROVE PATIENT CARE IN RURAL HOSPITALS THROUGH TELEVIDEO CONSULTATIONS FOR THE DIAGNOSIS, EARLY INTERVENTION, AND TREATMENT OF ACUTE ISCHEMIC STROKE SYMPTOMS.MONTANA HEALTHCARE (TAACCT):US DOL FUNDED PROGRAM; SUBAWARDED FROM MSU; MSU IN TURN IS A SUBAWARDEE FROM UM. FOCUS IS IMPROVEMENT IN HEALTHCARE WORKFORCE, SPECIFICALLY ALLIED HEALTH AND NURSING EDUCATION TO JOB PLACEMENT PATHWAYS.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.STRIVE:THE STATES TARGETING REDUCTION IN INFECTIONS VIA ENGAGEMENTS (STRIVE) IS A NATIONAL INFECTION PREVENTION AND CONTROL PROGRAM, FUNDED BY THE CENTERS FOR DISEASE CONTROL AND PREVENTION AND ADMINISTERED BY THE HEALTH RESEARCH & EDUCATIONAL TRUST (HRET) OF THE AMERICAN HOSPITAL ASSOCIATION AND HAS TWO GOALS: 1. IMPROVE IMPLEMENTATION OF INFECTION PRVENTION AND CONTROL (IP & C) EFFORTS IN ACUTE CARE HOSPITALS AND LONG-TERM ACUTE CARE HOSPITALS (LTACHS) WITH A DIPORPORTIONATELY HIGH BURDEN OF HAIS AND/OR EVIDENCE OF INADEQUATE IP & C EFFORTS ACROSS THE US. 2. FACILITATE AND FOSTER RELATIONSHIPS BETWEEN STATE HOSPITALS ASSOCIATIONS, STATE HEALTH DEPARTMENTS, AND OTHER KEY STATE ORGANIZATIONS FOCUSED ON REDUCING INPATIENT HEALTHCARE ACQUIRED INFECTIONS TO IMPROVE AND ENHANCE IP & C IMPLEMENATION ACROSS STATES, REDUCE REDUNDANT EFFORS, AND ADDRESS GAPS. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $447,727 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Revenue | $34,533 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $2,002,472 | 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 |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | 0 | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | 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 | 0 | 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 With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| 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 | 17 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| 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 |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 7 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 6 | 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 | RICHARD BROWN MONTANA HOSPITAL ASSOCIATION | 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 (7 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt |
|---|---|---|---|---|---|---|---|
| STEVE MCNEECE | |||||||
| CHAIR | 3.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| STEVE TODD | |||||||
| VICE CHAIR | 3.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| KELLEY EVANS | |||||||
| SECRETARY/TREASURER | 3.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| WARD VANWICHEN | |||||||
| DIRECTOR | 3.00 | Yes (X) | $0 | $0 | $0 | ||
| JOYCE DOMBROVSKI | |||||||
| DIRECTOR | 3.00 | Yes (X) | $0 | $0 | $0 | ||
| ELLEN LIVERS | |||||||
| DIRECTOR | 3.00 | Yes (X) | $0 | $0 | $0 | ||
| RICHARD BROWN | |||||||
| PERMANENT BOARD MEMBER | 3.00 | Yes (X) | Yes (X) | $31,663 | $0 | $4,145 | 40.00 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $31,663 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $4,145 | 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 | $1,321,713 | GovernmentGrantsAmt |
| All Other Contributions | $1,337,380 | AllOtherContributionsAmt |
| Total Contributions | $2,659,093 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FEE FOR SERVICE | Desc |
| Business | 541900 | BusinessCd |
| Total Revenue Column | $34,533 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $34,533 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $34,533 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $8,947 | TotalRevenueColumnAmt |
| Exclusion | $8,947 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,702,573 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $34,533 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $8,947 | 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 | $24,600 | TotalAmt |
| Program Services | $24,600 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $31,663 | TotalAmt |
| Management And General | $31,663 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $963,726 | TotalAmt |
| Program Services | $764,219 | ProgramServicesAmt |
| Management And General | $199,507 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $72,107 | TotalAmt |
| Program Services | $48,814 | ProgramServicesAmt |
| Management And General | $23,293 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $159,621 | TotalAmt |
| Program Services | $135,230 | ProgramServicesAmt |
| Management And General | $24,391 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $80,055 | TotalAmt |
| Program Services | $63,053 | ProgramServicesAmt |
| Management And General | $17,002 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,161 | TotalAmt |
| Program Services | $2,400 | ProgramServicesAmt |
| Management And General | $12,761 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $383 | TotalAmt |
| Management And General | $383 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $322,073 | TotalAmt |
| Program Services | $314,483 | ProgramServicesAmt |
| Management And General | $7,590 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $37,854 | TotalAmt |
| Program Services | $37,531 | ProgramServicesAmt |
| Management And General | $323 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $82,765 | TotalAmt |
| Program Services | $26,105 | ProgramServicesAmt |
| Management And General | $56,660 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,729 | TotalAmt |
| Program Services | $431 | ProgramServicesAmt |
| Management And General | $17,298 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $111,909 | TotalAmt |
| Program Services | $10,206 | ProgramServicesAmt |
| Management And General | $101,703 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $155,483 | TotalAmt |
| Program Services | $136,458 | ProgramServicesAmt |
| Management And General | $19,025 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $136,460 | TotalAmt |
| Program Services | $128,261 | ProgramServicesAmt |
| Management And General | $8,199 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,198 | TotalAmt |
| Management And General | $15,198 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,960 | TotalAmt |
| Management And General | $6,960 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| PARTICIPANT SUPPORT COS | $155,471 | $155,471 | |
| PASSTHROUGH HEALTHCARE | $145,861 | $145,861 | |
| DUES & SUBSCRIPTIONS | $5,925 | $4,182 | $1,743 |
| TRAINING | $5,467 | $5,167 | $300 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,000 | TotalAmt |
| Management And General | $2,000 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,548,471 | TotalAmt |
| Program Services | $2,002,472 | ProgramServicesAmt |
| Management And General | $545,999 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $100 | BOYAmt |
| EOY | $100 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,118,318 | BOYAmt |
| EOY | $1,506,876 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $136,486 | BOYAmt |
| EOY | $173,472 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,254,904 | BOYAmt |
| EOY | $1,680,448 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $105,347 | BOYAmt |
| EOY | $143,347 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $327,077 | BOYAmt |
| EOY | $546,096 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $432,424 | BOYAmt |
| EOY | $689,443 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $678,994 | BOYAmt |
| EOY | $817,533 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $56,581 | BOYAmt |
| EOY | $77,567 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $86,905 | BOYAmt |
| EOY | $95,905 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $822,480 | BOYAmt |
| EOY | $991,005 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,254,904 | BOYAmt |
| EOY | $1,680,448 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $154,102 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $14,423 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | 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 | $4,698,671 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,990,322 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,885,450 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,244,151 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,659,093 | CurrentTaxYearAmt |
| Total | $13,477,687 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,698,671 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,990,322 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,885,450 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,244,151 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,659,093 | CurrentTaxYearAmt |
| Total | $13,477,687 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | $13,477,687 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,121 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,012 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,582 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,981 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $8,947 | CurrentTaxYearAmt |
| Total | $20,643 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $13,498,330 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $167,081 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.99850 | PublicSupportCY170Pct |
| Public Support PY170 | 0.99890 | 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 | $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 |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $128,300 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $10,013 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,500 | OtherExpendituresAmt |
| Administrative Expenses | $327 | AdministrativeExpensesAmt |
| End Year Balance | $136,486 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $122,192 | BeginningYearBalanceAmt |
| Contributions | $8,000 | ContributionsAmt |
| Investment Earnings Or Losses | -$84 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,500 | OtherExpendituresAmt |
| Administrative Expenses | $308 | AdministrativeExpensesAmt |
| End Year Balance | $128,300 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $117,106 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $5,386 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $300 | AdministrativeExpensesAmt |
| End Year Balance | $122,192 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $101,695 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $15,982 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $300 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $271 | AdministrativeExpensesAmt |
| End Year Balance | $117,106 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prmnnt Endowment Balance EOY | 0.55280 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.44720 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
| Total Book Value Land Buildings | $0 | TotalBookValueLandBuildingsAmt |
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 O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 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 314,483. MANAGEMENT AND GENERAL EXPENSES 7,590. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 322,073. |
| FORM 990, PART XII, LINE 2C: | THERE HAVE BEEN NO CHANGES FROM PRIOR YEAR IN THE AUDIT OVERSIGHT AND SELECTION PROCESS. |