MONTANA HEALTHCARE FOUNDATION: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- MONTANA HEALTHCARE FOUNDATION (EIN 46-6854005)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2017-03-23
- IRS object ID
- 201700829349100605
- Schema version
- 2015v3.0
- 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-PF
- Schedule B
- Accounting Fees Schedule
- General Explanation Attachment
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-03-23T12:53:24-05:00 | ReturnTs |
| Tax Period End | 2015-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 911194016 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLARK NUBER PS | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10900 NE 4TH STREET SUITE 1700 | AddressLine1Txt |
| City | BELLEVUE | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98004 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2015-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 466854005 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MONTANA HEALTHCARE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MONT | BusinessNameControlTxt |
| Phone | 4064517060 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 777 EAST MAIN NO 206 | AddressLine1Txt |
| City | BOZEMAN | CityNm |
| State Abbreviation | MT | StateAbbreviationCd |
| ZIP | 59715 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOANNE PIEPER | PersonNm |
| Person Title | BOARD CHAIR | PersonTitleTxt |
| Phone | 4064517060 | PhoneNum |
| Signature | 2017-03-23 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JENNIFER BECKER HARRIS | PreparerPersonNm |
| PTIN | P00183358 | PTIN |
| Phone | 4254544919 | PhoneNum |
| Preparation | 2017-03-17 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amended Return | Yes (X) | AmendedReturnInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $102,269,988 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $42,952,450 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $19,517 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $19,517 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $846,568 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,174,799 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $589,750 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $649,189 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $746,600 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Net Invst Incm | $1,056 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $44,408,285 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,941,972 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $378,402 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $45,040 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $333,362 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $164,720 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $15,959 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $148,761 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $53,118 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $8,674 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $37,311 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $31,438 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $15,719 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $1,738 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $9,342 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $9,342 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $295,653 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $295,268 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $385 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $12,448 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $8,398 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $55,934 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $55,934 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $51,722 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $51,722 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $1,866 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $1,866 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $176,681 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $54,466 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $178,103 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,231,324 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $443,524 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $818,524 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,246,706 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,246,706 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,478,030 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $443,524 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,065,230 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $41,930,255 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,498,448 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $44,103 | CashBOYAmt |
| Cash EOY | $46,190 | CashEOYAmt |
| Cash EOYFMV | $46,190 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $43,596,702 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $9,408,650 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $9,408,650 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses EOY | $4,000 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $4,000 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $6,090,371 | CorporateStockBOYAmt |
| Corporate Stock EOY | $47,544,400 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $47,544,400 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $0 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $19,960,013 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $19,960,013 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $12,269,865 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $25,306,735 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $25,306,735 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $62,001,041 | TotalAssetsBOYAmt |
| Total Assets EOY | $102,269,988 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $102,269,988 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $19,906 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $50,159 | AccountsPayableEOYAmt |
| Grants Payable EOY | $829,740 | GrantsPayableEOYAmt |
| Total Liabilities BOY | $19,906 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $879,899 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $61,981,135 | CapitalStockBOYAmt |
| Capital Stock EOY | $101,390,089 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | $0 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $61,981,135 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $101,390,089 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $62,001,041 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $102,269,988 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $61,981,135 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $41,930,255 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $103,911,390 | SubtotalAmt |
| Other Decreases | $2,521,301 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $101,390,089 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|
| CAPITAL GAINS FROM SCHEDULES K-1 | P | $160,852 | $160,852 | $160,852 | |
| WTC CTF RESEARCH EQUITY PORTFOLIO | P | $63,864 | $423 | $423 | $63,441 |
| CAPITAL GAINS DIVIDENDS | P | $585,325 | $585,325 | $585,325 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $746,600 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $1,379,543 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $44,399,808 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.031071 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $0 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $39,185,715 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.000000 | DistributionYr2Rt |
| Total Distribution | 0.031071 | TotalDistributionRt |
| Average Distribution | 0.015536 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $92,208,145 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $1,432,546 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $14,984 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $1,447,530 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $2,065,230 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $14,984 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $14,984 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $14,984 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $9,224 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $14,984 | TotalPaymentsAndCreditsAmt |
| Original Return Tax Paid | $5,760 | OriginalReturnTaxPaidAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Tax Due | $0 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MT | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.MTHCF.ORG | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TED MADDEN | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4064517060 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 777 EAST MAIN NO 206 | AddressLine1Txt |
| City | BOZEMAN | CityNm |
| State Abbreviation | MT | StateAbbreviationCd |
| ZIP | 59715 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | Yes (1) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (8 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| WILLIAM UNDERRINER | ||||||||
| 777 EAST MAIN SUITE 206 | BOZEMAN | MT | 59715 | TREASURER | 8.00 | $24,000 | $0 | $0 |
| MICHAEL HARRINGTON | ||||||||
| 777 EAST MAIN SUITE 206 | BOZEMAN | MT | 59715 | TRUSTEE | 7.00 | $24,000 | $0 | $0 |
| DENIS PRAGER | ||||||||
| 777 EAST MAIN SUITE 206 | BOZEMAN | MT | 59715 | CHAIRMAN | 8.00 | $24,000 | $0 | $0 |
| MIGNON WATERMAN | ||||||||
| 777 EAST MAIN SUITE 206 | BOZEMAN | MT | 59715 | SECRETARY | 8.00 | $0 | $0 | $0 |
| JUDITH LAPAN | ||||||||
| 777 EAST MAIN SUITE 206 | BOZEMAN | MT | 59715 | TRUSTEE | 7.00 | $24,000 | $0 | $0 |
| JOANNE PIEPER | ||||||||
| 777 EAST MAIN SUITE 206 | BOZEMAN | MT | 59715 | VICE-CHAIRMAN | 8.00 | $24,000 | $0 | $0 |
| PAUL COOK | ||||||||
| 777 EAST MAIN SUITE 206 | BOZEMAN | MT | 59715 | TRUSTEE | 7.00 | $24,000 | $0 | $0 |
| AARON WERNHAM | ||||||||
| 777 EAST MAIN SUITE 206 | BOZEMAN | MT | 59715 | CEO | 40.00 | $234,402 | $14,650 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| THEODORE MADDEN | ||||||||
| 777 EAST MAIN SUITE 206 | BOZEMAN | MT | 59715 | COO | 40.00 | $79,946 | $10,016 | $0 |
| SCOTT MALLOY | ||||||||
| 777 EAST MAIN SUITE 206 | BOZEMAN | MT | 59715 | SNR PROGRAM OFFICER | 40.00 | $52,146 | $3,151 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| MONTICELLO ASSOCIATES | |||||
| 1800 LARMIER ST | DENVER | CO | 80202 | INVESTMENT ADVISOR | $200,000 |
| WELLINGTON TRUST CO NA | |||||
| 2 EMBARCADERO CENTER STE 1645 | SAN FRANCISCO | CA | 94111 | INVESTMENT MANAGEMENT | $63,864 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | AMERICAN INDIAN HEALTH: SEE STATEMENT 14 | Description1Txt |
| Expenses1 | $80,000 | Expenses1Amt |
| Description2 | BEHAVIORAL HEALTH: SEE STATEMENT 15 | Description2Txt |
| Expenses2 | $65,000 | Expenses2Amt |
| Description3 | PARTNERSHIPS FOR BETTER HEALTH: SEE STATEMENT 16 | Description3Txt |
| Expenses3 | $60,000 | Expenses3Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $42,645,905 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $32,933,902 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $18,032,523 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $93,612,330 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $93,612,330 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,404,185 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $92,208,145 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $4,610,407 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $4,610,407 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $14,984 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $14,984 | TotalTaxAmt |
| Distributable Before Adj | $4,595,423 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $4,595,423 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $4,595,423 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,065,230 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $2,065,230 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $14,984 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $2,050,246 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $4,595,423 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $1,825,585 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,065,230 | QualifyingDistributionsAmt |
| Applied To Year1 | $1,825,585 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $239,645 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $4,355,778 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | MONTANA HEALTHCARE FOUNDATION | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 777 E MAIN SUITE 206 | AddressLine1Txt |
| City | BOZEMAN | CityNm |
| State Abbreviation | MT | StateAbbreviationCd |
| ZIP | 59715 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 4064517060 | RecipientPhoneNum |
| Form And Info And Materials | THE GRANT APPLICATION FORM IS AVAILABLE ONLINE AT WWW.MTHCF.ORG. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | VARIES | SubmissionDeadlinesTxt |
| Restrictions On Awards | AWARDS RESTRICTED TO MONTANA BASED ORGANIZATIONS WHICH ARE EITHER TAX EXEMPT AS DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (EXCLUDING PRIVATE FOUNDATIONS), TAX EXEMPT EDUCATION INSTITUTIONS, STATE, TRIBAL, OR LOCAL GOVERNMENT AGENCIES. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (45 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| BARRETT HOSPITAL FOUNDATION | |||||||
| 600 HWY 91 SOUTH | DILLON | MT | 59725 | SO-III FI | SOUTHWESTERN MONTANA RURAL ACCOUNTABLE CARE | $25,000 | |
| BEAVERHEAD COUNTY PUBLIC HEALTH | |||||||
| 41 BARRETT STREET | DILLON | MT | 59725 | GOV | INTEGRATING BEHAVIORAL AND PHYSICAL HEALTH IN RURAL SOUTHWEST MONTANA | $12,100 | |
| BIGHORN VALLEY HEALTH CENTER INC | |||||||
| 10 4TH STREET WEST | HARDIN | MT | 59034 | PC | BVHC AT ST. LABRE SCHOOL: A SCHOOL-BASED HEALTH CENTER TO IMPROVE SCREENING AND TREATMENT OF DEPRESSION | $50,000 | |
| BILLINGS CLINIC | |||||||
| 2917 TENTH AVE NORTH | BILLINGS | MT | 59107 | PC | TRAIN AND RETAIN: ESTABLISHING A MONTANA PSYCHIATRIC RESIDENCY TRAINING TRACK | $25,000 | |
| BLACKFEET TRIBAL HEALTH | |||||||
| PO BOX 866 | BROWNING | MT | 59417 | GOV | COMMUNITY BASED HEALTH SERVICES FOR BLACKFEET YOUTH | $10,000 | |
| BROWNING ALTERNATIVE SCHOOL | |||||||
| PO BOX 2021 | BROWNING | MT | 59417 | GOV | USING BLACKFEET CULTURAL VALUES TO CREATE A TRAUMA INFORMED SCHOOL SETTING. | $7,500 | |
| CENTER FOR MENTAL HEALTH | |||||||
| 915 1ST AVE SOUTH | GREAT FALLS | MT | 59401 | PC | PLANNING GRANT FOR INTEGRATION OF PRIMARY CARE SERVICES INTO MENTAL HEALTH FACILITIES IN LEWIS AND CLARK COUNTY. | $10,150 | |
| COMMUNITY HEALTH PARTNERS | |||||||
| 214 EAST MENDENHALL | BOZEMAN | MT | 59715 | PC | CHP PARK COUNTY CONNECT PROGRAM: A COMMUNITY-BASED MODEL TO REDUCE ER HIGH-UTILIZATION. | $46,500 | |
| COMMUNITY HEALTH PARTNERS | |||||||
| 214 EAST MENDENHALL | BOZEMAN | MT | 59715 | PC | PROMOTORAS DE SALUD: BRIDGING LATINO HEALTH DISPARITIES IN WEST YELLOWSTONE AND BELGRADE | $10,000 | |
| CSKT TRIBAL HEALTH DEPARTMENT | |||||||
| PO BOX 880 | ST IGNATIUS | MT | 59865 | GOV | UNDERSTANDING AND UTILIZATION OF HEALTH CARE RESOURCES ON THE FLATHEAD INDIAN RESERVATION, MONTANA | $50,000 | |
| FORT PECK TRIBAL HEALTH DEPARTMENT | |||||||
| PO BOX 1027 | POPLAR | MT | 59255 | GOV | FORT PECK NEEDLE EXCHANGE PROGRAM | $25,000 | |
| FORT PECK TRIBES HEALTH PROMOTION DISEASE PREVENTION PROGRAM | |||||||
| PO BOX 1027 | POPLAR | MT | 59255 | GOV | FORT PECK TRIBES HPDP STAFF RECRUITMENT AND TELEMEDICINE SYSTEMS PROJECT | $12,500 | |
| GLACIER COUNTY EMERGENCY MEDICAL SERVICES | |||||||
| 3530 CENTENNIAL DRIVE | HELENA | MT | 59601 | GOV | GLACIER COUNTY, MONTANA INTEGRATED MOBILE HEALTH | $25,000 | |
| HELENA INDIAN ALLIANCE | |||||||
| 501 EUCLID AVENUE | HELENA | MT | 59601 | PC | DEVELOPMENT OF BEST PRACTICES FOR EXCELLENCE IN OPIATE DEPENDENCE TREATMENT | $15,000 | |
| HOLY ROSARY HEALTHCARE FOUNDATION | |||||||
| 2600 WILSON STREET | MILES CITY | MT | 59301 | PC | EASTERN MONTANA INTEGRATED BEHAVIORAL HEALTH COLLABORATIVE | $25,000 | |
| INTERMOUNTAIN DEACONESS CHILDREN'S SERVICES | |||||||
| 3240 DREDGE DRIVE | HELENA | MT | 59602 | PC | ONSITE AND ON-CALL BEHAVIORAL HEALTH AND SUBSTANCE ABUSE SERVICES FOR AT-RISK HELENA YOUTH IN ALTERNATIVE HIGH SCHOOLS. | $25,000 | |
| KALISPELL REGIONAL HEALTHCARE | |||||||
| 310 SUNNYVIEW LANE | KALISPELL | MT | 59901 | PC | POST-DELIVERY SUPPORT FOR NEONATAL ABSTINENCE SYNDROME (NAS) INFANTS AND THEIR PARENTS IN RURAL MONTANA | $25,000 | |
| LEWIS AND CLARK COUNTY | |||||||
| 316 NORTH PARK AVENUE | HELENA | MT | 59623 | GOV | LEWIS AND CLARK COUNTY MENTAL HEALTH STRATEGIC PLAN | $10,000 | |
| MESSENGERS FOR HEALTH | |||||||
| 335 MAKAWASHA AVENUE | CROW AGENCY | MT | 59022 | PC | TRADITIONAL RELATIONSHIPS IMPROVE CONTEMPORARY HEALTH | $12,500 | |
| MONTANA BUDGET AND POLICY CENTER | |||||||
| 101 NORTH LAST CHANCE GULCH SUITE | HELENA | MT | 59601 | PC | RESEARCHING AND IMPLEMENTING EFFECTIVE STRATEGIES TO HELP ENROLL LOW-INCOME MONTANANS IN HEALTH CARE COVERAGE | $10,000 | 220 |
| MONTANA DEPARTMENT OF PUBLIC HEALTH AND HUMAN SERVICES (CHILDREN) | |||||||
| 111 NORTH SANDERS ROOM 307 | HELENA | MT | 59620 | GOV | SERENITY IN THE STORM IN TRIBAL AND FRONTIER MONTANA SCHOOLS | $9,950 | |
| MONTANA DEPARTMENT OF PUBLIC HEALTH AND HUMAN SERVICES | |||||||
| 616 HELENA AVENUE SUITE 100 | HELENA | MT | 59620 | GOV | IMPROVING THE HEALTH OF MONTANANS THROUGH LOCAL AND TRIBAL PUBLIC HEALTH. | $150,000 | |
| MONTANA LEGAL SERVICES ASSOCIATION | |||||||
| 111 NORTH SANDERS AVENUE | HELENA | MT | 59601 | PC | MONTANA HEALTH JUSTICE PARTNERSHIP | $50,000 | |
| MONTANA MEDICAL ASSOCIATION FOUNDATION | |||||||
| 2021 11TH AVENUE SUITE 1 | HELENA | MT | 59601 | PC | PRESCRIPTION DRUG ABUSE REDUCTION INITIATIVE | $25,000 | |
| MONTANA PUBLIC RADIO-UNIVERSITY OF MONTANA FOUNDATION | |||||||
| 32 CAMPUS DRIVE | MISSOULA | MT | 59812 | PC | MONTANA CARE ISSUE REPORTING | $10,000 | |
| MONTANA STATE UNIVERSITY - OFFICE OF RURAL HEALTH | |||||||
| PO BOX 170520 | BOZEMAN | MT | 59717 | GOV | MT GME COUNCIL RURAL RESIDENCY SUSTAINABILITY INITIATIVE | $25,000 | |
| MONTANA WOMEN VOTE | |||||||
| 725 WEST ALDER STREET SUITE 21 | MISSOULA | MT | 59802 | PC | RESEARCHING AND IMPLEMENTING EFFECTIVE STRATEGIES TO ENROLL LOW-INCOME MONTANANS IN HEALTH CARE COVERAGE | $25,000 | |
| NATIONAL CENTER FOR APPROPRIATE TECHNOLOGY | |||||||
| 3040 CONTINENTAL DRIVE | BUTTE | MT | 59702 | PC | MONTANA HEALTHY FOOD AND COMMUNITIES INITIATIVE | $176,881 | |
| NEIGHBORWORKS MONTANA | |||||||
| 509 1ST AVENUE SOUTH | GREAT FALLS | MT | 59401 | PC | MANUFACTURED HOUSING REHAB AND REPLACEMENT COLLABORATION | $10,000 | |
| NORTH VALLEY HOSPITAL FOUNDATION | |||||||
| 1600 HOSPITAL WAY | WHITEFISH | MT | 59937 | PC | VIRTUAL ACCESS FOR BEHAVIORAL HEALTHCARE SERVICES (VABHS) | $25,000 | |
| NORTHERN CHEYENNE TRIBAL BOARD OF HEALTH | |||||||
| PO BOX 67 | LAME DEER | MT | 59043 | GOV | NORTHERN CHEYENNE INJURY PREVENTION PROJECT | $49,453 | |
| OPEN AID ALLIANCE | |||||||
| 1500 WEST BROADWAY SUITE A | MISSOULA | MT | 59802 | PC | OVERDOSE PREVENTION AND NALOXONE ACCESS PROJECT OF MISSOULA COUNTY | $15,000 | |
| ROCKY BOY HEALTH BOARD | |||||||
| 96 CLINIC ROAD | BOX ELDER | MT | 59521 | PC | ROCKY BOY HEALTH BOARD CENTRALIZED CODING, BILLING, AND REVENUE MAXIMIZATION PROJECT | $49,608 | |
| ROCKY MOUNTAIN DEVELOPMENT COUNCIL INC'S RSVP (RETIRED SNR VOLUNTEER PROG) | |||||||
| PO BOX 1717 | HELENA | MT | 59624 | PC | TRI-COUNTY RSVP KEEPING YOU HOME PROJECT | $25,000 | |
| SIDNEY HEALTH CENTER | |||||||
| 216 14TH AVENUE SOUTHWEST | SIDNEY | MT | 59270 | PC | BAKKEN BEHAVIORAL HEALTH PROJECT | $10,414 | |
| ST LUKE COMMUNITY HEALTHCARE | |||||||
| 107 6TH AVENUE SOUTHWEST | RONAN | MT | 59864 | PC | THE HOPE PROJECT OF LAKE COUNTY & FLATHEAD RESERVATION: IMPROVING HEALTH OUTCOMES FOR MOM AND BABY IMPACTED BY SUBSTANCE ABUSE DURING PREGNANCY | $50,000 | |
| ST VINCENT HEALTHCARE FOUNDATION | |||||||
| 1105 NORTH 30TH STREET | BILLINGS | MT | 59101 | PC | COMPREHENSIVE PRENATAL CARE WITH INTEGRATED SUBSTANCE ABUSE TREATMENT FOR AMERICAN INDIAN WOMEN | $25,000 | |
| THE UNIVERSITY OF MONTANA- OFFICE OF RESEARCH AND SPONSORED PROGRAMS | |||||||
| 32 CAMPUS DRIVE | MISSOULA | MT | 59812 | GOV | EFFECTIVE INTEGRATED BEHAVIORAL HEALTH PARTNERSHIPS FOR RURAL MONTANA: A COLLABORATIVE TRAINING PROPOSAL | $50,000 | |
| WESTERN MONTANA MENTAL HEALTH | |||||||
| 699 FARMHOUSE LANE | BOZEMAN | MT | 59715 | PC | INTEGRATED BEHAVIORAL HEALTH FOR WESTERN AND SOUTH CENTRAL MONTANA | $22,400 | |
| PHILANTHROPY NORTHWEST | |||||||
| 2101 FOURTH AVENUE SUITE 650 | SEATTLE | WA | 98121 | PC | SPONSORSHIP OF HEALTH RELATED FORUM | $2,000 | |
| MONTANA PRIMARY CARE ASSOCIATION | |||||||
| 1805 EUCLID AVENUE | HELENA | MT | 59601 | PC | SPONSORSHIP OF HEALTH RELATED FORUM | $750 | |
| MONTANA NONPROFIT ASSOCIATION | |||||||
| 7 WEST 6TH AVENUE | HELENA | MT | 59624 | PC | SPONSORSHIP OF HEALTH RELATED FORUM | $1,000 | |
| MONTANA CHAMBER FOUNDATION | |||||||
| 900 GIGGON STREET | HELENA | MT | 59601 | PC | SPONSORSHIP OF HEALTH RELATED FORUM | $2,500 | |
| MSU- OFFICE OF RURAL HEALTH | |||||||
| PO BOX 170520 | BOZEMAN | MT | 59717 | GOV | SPONSORSHIP OF HEALTH RELATED FORUM | $5,000 | |
| GREATER GALLATIN UNITED WAY | |||||||
| 945 TECHNOLOGY BOULEVARD SUITE 101F | BOZEMAN | MT | 59718 | PC | SPONSORSHIP OF HEALTH RELATED FORUM | $500 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,246,706 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (25 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| BARRETT HOSPITAL FOUNDATION | ||||||
| 600 HWY 91 SOUTH | DILLON | MT | 59725 | SO-III FI | SOUTHWESTERN MONTANA RURAL ACCOUNTABLE CARE | $25,000 |
| BEAVERHEAD COUNTY PUBLIC HEALTH | ||||||
| 41 BARRETT STREET | DILLON | MT | 59725 | GOV | INTEGRATING BEHAVIORAL AND PHYSICAL HEALTH IN RURAL SOUTHWEST MONTANA | $10,000 |
| BIGHORN VALLEY HEALTH CENTER INC | ||||||
| 10 4TH STREET WEST | HARDIN | MT | 59034 | PC | BVHC AT ST. LABRE SCHOOL: A SCHOOL-BASED HEALTH CENTER TO IMPROVE SCREENING AND TREATMENT OF DEPRESSION | $50,000 |
| BILLINGS CLINIC | ||||||
| 2917 TENTH AVENUE NORTH | BILLINGS | MT | 59107 | PC | TRAIN AND RETAIN: ESTABLISHING A MONTANA PSYCHIATRIC RESIDENCY TRAINING TRACK | $25,000 |
| BLACKFEET TRIBAL HEALTH | ||||||
| PO BOX 866 | BROWNING | MT | 59417 | GOV | COMMUNITY BASED HEALTH SERVICES FOR BLACKFEET YOUTH | $10,000 |
| BROWNING ALTERNATIVE SCHOOL | ||||||
| PO BOX 2021 | BROWNING | MT | 59417 | GOV | USING BLACKFEET CULTURAL VALUES TO CREATE A TRAUMA INFORMED SCHOOL SETTING. | $7,500 |
| COMMUNITY HEALTH PARTNERS | ||||||
| 214 EAST MENDENHALL | BOZEMAN | MT | 59715 | PC | CHP PARK COUNTY CONNECT PROGRAM: A COMMUNITY-BASED MODEL TO REDUCE ER HIGH-UTILIZATION. | $46,500 |
| COMMUNITY HEALTH PARTNERS | ||||||
| 214 EAST MENDENHALL | BOZEMAN | MT | 59715 | PC | PROMOTORAS DE SALUD: BRIDGING LATINO HEALTH DISPARITIES IN WEST YELLOWSTONE AND BELGRADE | $10,000 |
| CSKT TRIBAL HEALTH DEPARTMENT | ||||||
| PO BOX 880 | ST IGNATIUS | MT | 59865 | GOV | UNDERSTANDING AND UTILIZATION OF HEALTH CARE RESOURCES ON THE FLATHEAD INDIAN RESERVATION, MONTANA | $50,000 |
| FORT PECK TRIBAL HEALTH DEPARTMENT | ||||||
| PO BOX 1027 | POPLAR | MT | 59255 | GOV | FORT PECK NEEDLE EXCHANGE PROGRAM | $25,000 |
| FORT PECK TRIBES HEALTH PROMOTION DISEASE PREVENTION PROGRAM | ||||||
| PO BOX 1027 | POPLAR | MT | 59255 | GOV | FORT PECK TRIBES HPDP STAFF RECRUITMENT AND TELEMEDICINE SYSTEMS PROJECT | $12,500 |
| GLACIER COUNTY EMERGENCY MEDICAL SERVICES | ||||||
| 3530 CENTENNIAL DRIVE | HELENA | MT | 59601 | GOV | GLACIER COUNTY, MONTANA INTEGRATED MOBILE HEALTH | $25,000 |
| HELENA INDIAN ALLIANCE | ||||||
| 501 EUCLID AVENUE | HELENA | MT | 59601 | PC | DEVELOPMENT OF BEST PRACTICES FOR EXCELLENCE IN OPIATE DEPENDENCE TREATMENT | $5,000 |
| INTERMOUNTAIN DEACONESS CHILDREN'S SERVICES | ||||||
| 3240 DREDGE DRIVE | HELENA | MT | 59602 | PC | ONSITE AND ON-CALL BEHAVIORAL HEALTH AND SUBSTANCE ABUSE SERVICES FOR AT-RISK HELENA YOUTH IN ALTERNATIVE HIGH SCHOOLS. | $20,000 |
| KALISPELL REGIONAL HEALTHCARE | ||||||
| 310 SUNNYVIEW LANE | KALISPELL | MT | 59901 | PC | POST-DELIVERY SUPPORT FOR NEONATAL ABSTINENCE SYNDROME (NAS) INFANTS AND THEIR PARENTS IN RURAL MONTANA | $25,000 |
| LEWIS AND CLARK COUNTY | ||||||
| 316 NORTH PARK AVENUE | HELENA | MT | 59623 | GOV | LEWIS AND CLARK COUNTY MENTAL HEALTH STRATEGIC PLAN | $10,000 |
| MESSENGERS FOR HEALTH | ||||||
| 335 MAKAWASHA AVENUE | CROW AGENCY | MT | 59022 | PC | TRADITIONAL RELATIONSHIPS IMPROVE CONTEMPORARY HEALTH | $37,500 |
| MONTANA LEGAL SERVICES ASSOCIATION | ||||||
| 616 HELENA AVENUE SUITE 100 | HELENA | MT | 59601 | PC | MONTANA HEALTH JUSTICE PARTNERSHIP | $50,000 |
| MONTANA PUBLIC RADIO-UNIVERSITY OF MONTANA FOUNDATION | ||||||
| 32 CAMPUS DRIVE | MISSOULA | MT | 59812 | PC | MONTANA CARE ISSUE REPORTING | $10,000 |
| NEIGHBORWORKS MONTANA | ||||||
| 509 1ST AVENUE SOUTH | GREAT FALLS | MT | 59401 | PC | MANUFACTURED HOUSING REHAB AND REPLACEMENT COLLABORATION | $10,000 |
| NORTH VALLEY HOSPITAL FOUNDATION | ||||||
| 1600 HOSPITAL WAY | WHITEFISH | MT | 59937 | PC | VIRTUAL ACCESS FOR BEHAVIORAL HEALTHCARE SERVICES (VABHS) | $25,000 |
| NORTHERN CHEYENNE TRIBAL BOARD OF HEALTH | ||||||
| PO BOX 67 | LAME DEER | MT | 59043 | GOV | NORTHERN CHEYENNE INJURY PREVENTION PROJECT | $50,000 |
| ROCKY BOY HEALTH BOARD | ||||||
| 96 CLINIC ROAD | BOX ELDER | MT | 59521 | PC | ROCKY BOY HEALTH BOARD CENTRALIZED CODING, BILLING, AND REVENUE MAXIMIZATION PROJECT | $50,000 |
| SIDNEY HEALTH CENTER | ||||||
| 216 14TH AVENUE SOUTHWEST | SIDNEY | MT | 59270 | PC | BAKKEN BEHAVIORAL HEALTH PROJECT | $10,000 |
| ST LUKE COMMUNITY HEALTHCARE | ||||||
| 107 6TH AVENUE SOUTHWEST | RONAN | MT | 59864 | PC | THE HOPE PROJECT OF LAKE COUNTY & FLATHEAD RESERVATION: IMPROVING HEALTH OUTCOMES FOR MOM AND BABY IMPACTED BY SUBSTANCE ABUSE DURING PREGNANCY | $50,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $649,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $19,517 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $846,568 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $589,750 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,455,835 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,455,835 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| CARING FOR MONTANA INC | ||||||
| 1 | 560 NORTH PARK AVENUE | HELENA | MT | 59601 | $40,000,000 | Yes (X) |
| FOUNDATION FOR HEALTHY MONTANANS | ||||||
| 2 | PO BOX 4309 | HELENA | MT | 59604 | $2,952,450 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $9,342 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $9,342 | DisbursementsCharitablePrpsAmt |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp (4 entries)
| IdentifierIdentifierTxt | Form And Line ReferenceFormAndLineReferenceDesc | Medium ExplanationMediumExplanationTxt |
|---|---|---|
| SUMMARY OF DIRECT CHARITABLE ACTIVITIES | FROM 990-PF, PART IX-A, LINE 1 | AMERICAN INDIAN HEALTH: OVER THE COURSE OF MORE THAN 20 INDIVIDUAL AND GROUP MEETINGS, WORKED WITH THE MONTANA DEPARTMENT OF PUBLIC HEALTH AND HUMAN SERVICES (DPHHS), THE GOVERNOR'S OFFICE, AND THE TRIBAL HEALTH DIRECTORS IN THE SEVEN RESERVATIONS AND FIVE URBAN INDIAN HEALTH CENTERS TO PLAN AN EFFECTIVE, COORDINATED, STATEWIDE APPROACH TO IMPROVING AMERICAN INDIAN HEALTH IN MONTANA. THIS INCLUDED CONTRIBUTING TECHNICAL EXPERTISE TO DEVELOP THE FRAMEWORK FOR MONTANA'S NEW OFFICE OF AMERICAN INDIAN HEALTH; FACILITATING A STATE-TRIBAL GOVERNMENT-TO-GOVERNMENT CONSULTATION ON THIS NEW OFFICE AT THE REQUEST OF THE DIRECTOR OF DPHHS AND THE GOVERNOR'S OFFICE; DEVELOPING AN IN-DEPTH REPORT ON TRIBAL RECOMMENDATIONS FOR ADDRESSING HEALTH DISPARITIES AND YOUTH SUICIDE IN INDIAN COUNTRY; AND CONDUCING MULTIPLE MEETINGS AND SITE VISITS WITH TRIBES AND URBAN INDIAN HEALTH CENTERS IN ORDER TO IDENTIFY SPECIFIC OPPORTUNITIES TO ADDRESS HEALTH DISPARITIES AMONG AMERICAN INDIANS IN MONTANA. |
| SUMMARY OF DIRECT CHARITABLE ACTIVITIES | FROM 990-PF, PART IX-A, LINE 2 | BEHAVIORAL HEALTH: THERE IS STRONG EVIDENCE THAT INTEGRATING CARE FOR PEOPLE WITH MENTAL ILLNESS, ADDICTION, AND CHRONIC MEDICAL PROBLEMS IMPROVES OUTCOMES AND REDUCES HEALTHCARE EXPENDITURES. MONTANA'S SYSTEM IS FRAGMENTED (AS IS THE CASE IN MANY STATES), WITH DIFFERENT PAYMENT STRUCTURES AND DELIVERY SYSTEMS, AND GAPS IN MENTAL HEALTH AND ADDICTION SERVICES IN MANY PARTS OF THE STATE. TO ADDRESS THIS ISSUE, WE:- CONDUCTED 30 INDIVIDUAL AND GROUP MEETINGS WITH STAKEHOLDERS INCLUDING DPHHS LEADERSHIP, LEADERSHIP OF MONTANA'S COMMUNITY MENTAL HEALTH CENTERS, COMMUNITY HEALTH CENTERS, SUBSTANCE ABUSE TREATMENT FACILITIES, HOSPITALS, AND COUNTY LAW ENFORCEMENT, TO IDENTIFY KEY CHALLENGES AND BEGIN TO IDENTIFY POTENTIAL STATE-LEVEL SOLUTIONS. - COLLABORATED WITH DPHHS TO DEVELOP A COLLABORATIVE INITIATIVE TO BRING THE SAMHSA-HRSA CENTER FOR INTEGRATED SOLUTIONS TO MONTANA TO PROVIDE TRAINING, TECHNICAL ASSISTANCE, AND STRATEGIC GUIDANCE FOR ORGANIZATIONS INTERESTED IN DELIVERING INTEGRATED CARE. - CONVENED A COMMUNITY-WIDE STRATEGIC PLANNING MEETING IN BILLINGS TO ADDRESS THE REGION'S CHALLENGES IN TREATING BEHAVIORAL HEALTH ISSUES. - COMMISSIONED AN IN-DEPTH RESEARCH REPORT ON THE BEHAVIORAL HEALTH LANDSCAPE AND OPPORTUNITIES FOR SYSTEMS-LEVEL IMPROVEMENT. - CONVENED SERIES OF MULTIPLE MEETINGS WITH DPHHS AND HEALTH LEADERS IN CUSTER COUNTY AND DAWSON COUNTY TO ADDRESS REGIONAL MENTAL HEALTH CRISIS NEEDS. |
| SUMMARY OF DIRECT CHARITABLE ACTIVITIES | FROM 990-PF, PART IX-A, LINE 3 | PARTNERSHIPS FOR BETTER HEALTH: IN THIS PORTFOLIO, WE ENGAGED IN EFFORTS TO SUPPORT THE DESIGN OF CLINICAL SERVICES AND PAYMENT STRUCTURES THAT WILL CONTRIBUTE TO IMPROVING HEALTH OUTCOMES AND REDUCING HEALTHCARE EXPENDITURES. - MHCF CEO, DR. AARON WERNHAM, WAS APPOINTED TO THE GOVERNOR'S COUNCIL ON HEALTHCARE INNOVATION AND REFORM, WHICH MET FOR THE FIRST TIME IN 2015. THIS COUNCIL WILL OVERSEE THE DESIGN AND IMPLEMENTATION OF A STATE PLAN TO CONTAIN COSTS AND IMPROVE HEALTH SYSTEM PERFORMANCE THROUGH INNOVATIONS IN THE WAY SERVICES ARE DELIVERED AND PAID FOR BY PUBLIC AND PRIVATE PAYERS. - MHCF PLANNED AND CO-CONVENED THE FIRST MONTANA HEALTHY COMMUNITIES MEETING, ALONG WITH THE FEDERAL RESERVE BANK OF MINNEAPOLIS AND THE OFFICE OF RURAL HEALTH. THE MEETING WAS ATTENDED BY 230 HEALTH LEADERS, COMMUNITY DEVELOPERS, BANKS, FOUNDATIONS, AND OTHERS, AND FOCUSED ON OPPORTUNITIES TO IMPROVE HEALTH AND CONTAIN HEALTHCARE COSTS BY COLLABORATING TO ADDRESS UPSTREAM FACTORS SUCH AS HOUSING AND EDUCATION. WORKING GROUPS FORMED ON DAY TWO AND WILL CONTINUE TO PURSUE OPPORTUNITIES IDENTIFIED THROUGH THE MEETING. SPONSORED AND PLANNED STATEWIDE HEALTHY COMMUNITIES MEETING, IBH PLANNING MEETINGS AND VARIOUS INDIVIDUAL CONSULTATIONS AND PLANNING SESSIONS WITH HEALTH CARE PROVIDERS, DEPARTMENT OF HEALTH AND HUMAN SERVICES OFFICIALS AND OTHER STAKEHOLDERS. |
| 2015 AMENDED FORM 990-PF | FORM 990-PF, LINE G | THE 2015 FORM 990-PF HAS BEEN AMENDED TO REFLECT AN ERROR MADE IN THE MINIMUM INVESTMENT CALCULATION. THE MISCALCULATION WAS UNINTENTIONAL AND WAS NOT WILLFULLY MADE. IN ADDITION, AFTER DISCOVERING THE ERROR THE FOUNDATION TOOK THE NECESSARY STEPS TO CORRECTLY STATE THE CALCULATION INCLUDING AMENDING THE 2015 RETURN. |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | 1,913,711.663 SHS VANGUARD SHORT TERM BOND INDEX FUND | BondNm |
| EOY Book Value | $19,960,013 | EOYBookValueAmt |
| EOYFMV | $19,960,013 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (6 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 260,085.642 SHS DODGE & COX INTERNATIONAL STOCK FUND | $9,487,924 | $9,487,924 |
| 20,400 SHS I SHARES RUSSELL MID-CAP ETF | $3,267,672 | $3,267,672 |
| 310,949.646 SHS DFA EMERGING MARKETS CORE EQUITY | $4,900,566 | $4,900,566 |
| 634,939.673 SHS EDGEWOOD GROWTH INSTL | $13,905,179 | $13,905,179 |
| 404,294.431 SHS HARBOR SMALL CAP GROWTH OPPORTUNITIES FUND | $4,107,631 | $4,107,631 |
| 58,250 SHS SPDR S&P 500 ETF TRUST | $11,875,428 | $11,875,428 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| 6,000,000 SHS NEWPORT ASIA INTERNATIONAL FUND LP | FMV | $5,513,214 | $5,513,214 |
| 1,030,895.275 SHS WTC CTF RESEARCH EQUITY | FMV | $11,113,051 | $11,113,051 |
| 8,000 SHS INDUS SELECT FUND LTD | FMV | $8,680,470 | $8,680,470 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $31,438 | LegalFeesAmt |
| Net Investment Income | $15,719 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,738 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (3 entries)
| DescDesc | AmtAmt |
|---|---|
| UNREALIZED LOSSES | $1,328,232 |
| ACCRUED GRANTS | $829,740 |
| PRIOR PERIOD ADJUSTMENT TO UNREALIZED LOSSES | $363,329 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (10 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| SUPPLIES & EQUIPMENT | $2,267 | $0 | $2,267 |
| SHIPPING & DELIVERY | $310 | $0 | $310 |
| DUES & SUBSCRIPTIONS | $9,255 | $0 | $9,183 |
| INSURANCE | $10,587 | $0 | $10,587 |
| OFFICE EXPENSE | $12,143 | $0 | $12,087 |
| WEBSITE EXPENSE | $18,405 | $0 | $14,805 |
| COMMUNICATIONS | $16,258 | $0 | $17,658 |
| GRANT MAKING & RESEARCH | $31,759 | $0 | $31,759 |
| OTHER ADMINISTRATIVE EXPENSE | $75,697 | $0 | $79,447 |
| PORTFOLIO DEDUCTIONS FROM SCHEDULES K-1 | $0 | $54,466 | $0 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT MANAGEMENT FEES | $295,268 | $295,268 | $0 |
| CONSULTING FEES | $385 | $0 | $385 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXCISE TAXES | $12,448 | $0 | $0 |
| FOREIGN TAXES FROM SCHEDULES K-1 | $0 | $8,398 | $0 |