MONTANA HEALTHCARE FOUNDATION
Cite this
Plain text MONTANA HEALTHCARE FOUNDATION. furp.org, nonprofit organization profile, tax years 2014–2024. https://furp.org/org/montana-healthcare-foundation-466854005. Retrieved 2026-10-25.
APA furp.org. (n.d.). MONTANA HEALTHCARE FOUNDATION [Nonprofit organization profile; tax years 2014–2024]. Retrieved October 25, 2026, from https://furp.org/org/montana-healthcare-foundation-466854005
MLA “MONTANA HEALTHCARE FOUNDATION.” furp.org, tax years 2014–2024, https://furp.org/org/montana-healthcare-foundation-466854005. Accessed 25 Oct. 2026.
Retrieved 2026-10-25; covers tax years 2014–2024. Data: furp.org, CC BY 4.0.
2024 · Form 990PF · revenue $30.2M · expenses $10.3M · assets $283.9M
- EIN
- 46-6854005
- Address
- 777 E MAIN ST STE 201, BOZEMAN, MT 59715-3809
- Website
- WWW.MTHF.ORG
- NTEE code
- T20
- Exempt type
- 501(c)(3): charitable, religious, educational, scientific or literary (trust)
- Ruling date
- September 2013 (when the IRS recognized its exemption)
- IRS status
- Exempt (unconditional) (IRS Business Master File) IRS data ↗
- Tax-deductible donations
- Yes: listed in IRS Publication 78 (private foundation) Pub 78 ↗
- Foundation status
- Private non-operating foundation
- Cross-check
- ProPublica Nonprofit Explorer
Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).
People paid by the organization
18 people paid across every filing: current people first, then by total pay from this organization. Organizations counts every nonprofit each person appears on.
| Name | Latest title | Years | Latest year pay | Total pay from here | Organizations |
|---|---|---|---|---|---|
| Aaron Wernham | CEO | 2014-2024 | $381,493 | $2,531,895 | 1 |
| Scott Malloy | PROGRAM DIRECTOR | 2015-2024 | $189,972 | $1,200,534 | 1 |
| Tressie White | PROGRAM DIRECTOR | 2018-2024 | $188,705 | $982,558 | 1 |
| Kiely Houston | DATA & EVALUATION MA | 2022-2024 | $176,703 | $508,170 | 1 |
| Price Klaas | OPERATIONS DIRECTOR | 2018-2024 | $201,298 | $457,107 | 1 |
| Tracy Menuez | SENIOR PROGRAM OFFIC | 2023-2024 | $169,599 | $321,311 | 1 |
| Paul Cook | CHAIR | 2014-2024 | $36,000 | $264,000 | 1 |
| William Underriner | TREASURER | 2014-2024 | $36,000 | $264,000 | 1 |
| Michael Harrington | SECRETARY | 2014-2024 | $36,000 | $264,000 | 1 |
| Judith Lapan | TRUSTEE | 2014-2024 | $36,000 | $264,000 | 1 |
| Joanne Pieper | TRUSTEE | 2014-2024 | $36,000 | $264,000 | 1 |
| Gerald Gray | VICE-CHAIR | 2018-2024 | $36,000 | $192,000 | 1 |
| Theodore Madden (former) | COO | 2015-2022 | $196,699 | $941,424 | 1 |
| Kelsey Gummer (former) | SENIOR PROGRAM OFFIC | 2021-2022 | $141,471 | $259,942 | 1 |
| Kassie Runsabove (former) | PROGRAM OFFICER | 2020-2021 | $114,425 | $226,060 | 1 |
| Melinda Buchheit (former) | COMMUNICATIONS MANAG | 2018-2020 | $100,605 | $188,739 | 1 |
| Denis Prager (former) | TRUSTEE | 2014-2023 | $6,000 | $174,000 | 1 |
| Edwin Eck (former) | INTERIM TRUSTEE, 2013 | 2014 | $27,031 | $27,031 | 1 |
Officers and directors, no compensation reported
1 person listed on the returns with $0 (or no amount) in every compensation column: current people first. Hours are as filed on the latest return each person appears on.
| Name | Latest title | Years | Hrs/wk (latest) | Compensation | Organizations |
|---|---|---|---|---|---|
| Mignon Waterman (former) | SECRETARY | 2014-2016 | 8 | $0 reported | 1 |
People by year
2024 · 12 people listed · 12 paid, $1.5M
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| AARON WERNHAM | CEO | 40 | $342,498 | - | $38,995 | $381,493 | 1 |
| PRICE KLAAS | OPERATIONS DIRECTOR | 40 | $175,891 | - | $25,407 | $201,298 | 1 |
| SCOTT MALLOY | PROGRAM DIRECTOR | 40 | $164,229 | - | $25,743 | $189,972 | 1 |
| TRESSIE WHITE | PROGRAM DIRECTOR | 40 | $162,980 | - | $25,725 | $188,705 | 1 |
| KIELY HOUSTON | DATA & EVALUATION MA | 40 | $153,255 | - | $23,448 | $176,703 | 1 |
| TRACY MENUEZ | SENIOR PROGRAM OFFIC | 40 | $146,271 | - | $23,328 | $169,599 | 1 |
| PAUL COOK | CHAIR | 10 | $36,000 | - | $0 | $36,000 | 1 |
| GERALD GRAY | VICE-CHAIR | 8 | $36,000 | - | $0 | $36,000 | 1 |
| WILLIAM UNDERRINER | TREASURER | 12 | $36,000 | - | $0 | $36,000 | 1 |
| MICHAEL HARRINGTON | SECRETARY | 7 | $36,000 | - | $0 | $36,000 | 1 |
| JUDITH LAPAN | TRUSTEE | 8 | $36,000 | - | $0 | $36,000 | 1 |
| JOANNE PIEPER | TRUSTEE | 9 | $36,000 | - | $0 | $36,000 | 1 |
2023 · 13 people listed · 13 paid, $1.4M
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| AARON WERNHAM | CEO | 40 | $321,437 | - | $34,687 | $356,124 | 1 |
| SCOTT MALLOY | PROGRAM DIRECTOR | 40 | $162,162 | - | $24,809 | $186,971 | 1 |
| TRESSIE WHITE | PROGRAM DIRECTOR | 40 | $153,549 | - | $24,551 | $178,100 | 1 |
| KIELY HOUSTON | DATA & EVALUATION MA | 40 | $153,074 | - | $22,432 | $175,506 | 1 |
| PRICE KLAAS | OPERATIONS DIRECTOR | 40 | $145,991 | - | $23,303 | $169,294 | 1 |
| TRACY MENUEZ | SENIOR PROGRAM OFFIC | 40 | $130,884 | - | $20,828 | $151,712 | 1 |
| JUDITH LAPAN | CHAIR | 10 | $36,000 | - | $0 | $36,000 | 1 |
| PAUL COOK | VICE-CHAIR | 8 | $36,000 | - | $0 | $36,000 | 1 |
| WILLIAM UNDERRINER | TREASURER | 12 | $36,000 | - | $0 | $36,000 | 1 |
| GERALD GRAY | SECRETARY | 9 | $36,000 | - | $0 | $36,000 | 1 |
| MICHAEL HARRINGTON | TRUSTEE | 8 | $36,000 | - | $0 | $36,000 | 1 |
| JOANNE PIEPER | TRUSTEE | 9 | $36,000 | - | $0 | $36,000 | 1 |
| DENIS PRAGER | TRUSTEE | 2 | $6,000 | - | $0 | $6,000 | 1 |
2022 · 13 people listed · 13 paid, $1.4M
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| AARON WERNHAM | CEO | 40 | $310,234 | - | $34,718 | $344,952 | 1 |
| THEODORE MADDEN | COO | 40 | $168,432 | - | $28,267 | $196,699 | 1 |
| SCOTT MALLOY | PROGRAM DIRECTOR | 40 | $152,710 | - | $24,445 | $177,155 | 1 |
| TRESSIE WHITE | PROGRAM DIRECTOR | 40 | $143,217 | - | $24,260 | $167,477 | 1 |
| KIELY HOUSTON | DATA & EVALUATION MA | 40 | $136,716 | - | $19,245 | $155,961 | 1 |
| KELSEY GUMMER | SENIOR PROGRAM OFFIC | 40 | $119,566 | - | $21,905 | $141,471 | 1 |
| WILLIAM UNDERRINER | TREASURER | 10 | $36,000 | - | $0 | $36,000 | 1 |
| MICHAEL HARRINGTON | TRUSTEE | 9 | $36,000 | - | $0 | $36,000 | 1 |
| GERALD GRAY | SECRETARY | 9 | $36,000 | - | $0 | $36,000 | 1 |
| JUDITH LAPAN | CHAIR | 10 | $36,000 | - | $0 | $36,000 | 1 |
| JOANNE PIEPER | TRUSTEE | 9 | $36,000 | - | $0 | $36,000 | 1 |
| PAUL COOK | VICE-CHAIR | 8 | $36,000 | - | $0 | $36,000 | 1 |
| DENIS PRAGER | TRUSTEE | 2 | $24,000 | - | $0 | $24,000 | 1 |
2021 · 13 people listed · 13 paid, $1.3M
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| AARON WERNHAM | CEO | 40 | $282,734 | - | $27,633 | $310,367 | 1 |
| THEODORE MADDEN | COO | 40 | $173,379 | - | $22,119 | $195,498 | 1 |
| SCOTT MALLOY | PROGRAM DIRECTOR | 40 | $157,568 | - | $21,353 | $178,921 | 1 |
| TRESSIE WHITE | PROGRAM DIRECTOR | 40 | $145,201 | - | $19,861 | $165,062 | 1 |
| KELSEY GUMMER | SENIOR PROGRAM OFFIC | 40 | $101,614 | - | $16,857 | $118,471 | 1 |
| KASSIE RUNSABOVE | PROGRAM OFFICER | 40 | $96,785 | - | $17,640 | $114,425 | 1 |
| WILLIAM UNDERRINER | TREASURER | 9 | $36,000 | - | $0 | $36,000 | 1 |
| MICHAEL HARRINGTON | CHAIR | 10 | $36,000 | - | $0 | $36,000 | 1 |
| GERALD GRAY | TRUSTEE | 9 | $36,000 | - | $0 | $36,000 | 1 |
| JUDITH LAPAN | VICE-CHAIR | 9 | $36,000 | - | $0 | $36,000 | 1 |
| JOANNE PIEPER | TRUSTEE | 9 | $36,000 | - | $0 | $36,000 | 1 |
| PAUL COOK | SECRETARY | 9 | $36,000 | - | $0 | $36,000 | 1 |
| DENIS PRAGER | TRUSTEE | 2 | $24,000 | - | $0 | $24,000 | 1 |
2020 · 13 people listed · 13 paid, $1.2M
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| AARON WERNHAM | CEO | 40 | $267,733 | - | $23,909 | $291,642 | 1 |
| THEODORE MADDEN | COO | 40 | $168,328 | - | $19,933 | $188,261 | 1 |
| SCOTT MALLOY | PROGRAM DIRECTOR | 40 | $141,818 | - | $18,873 | $160,691 | 1 |
| TRESSIE WHITE | PROGRAM DIRECTOR | 40 | $131,828 | - | $18,473 | $150,301 | 1 |
| KASSIE RUNSABOVE | PROGRAM OFFICER | 40 | $94,649 | - | $16,986 | $111,635 | 1 |
| MELINDA BUCHHEIT | COMMUNICATIONS MANAG | 40 | $84,043 | - | $16,562 | $100,605 | 1 |
| WILLIAM UNDERRINER | TREASURER | 6 | $24,000 | - | $0 | $24,000 | 1 |
| MICHAEL HARRINGTON | CHAIR | 9 | $24,000 | - | $0 | $24,000 | 1 |
| DENIS PRAGER | TRUSTEE | 2 | $24,000 | - | $0 | $24,000 | 1 |
| GERALD GRAY | TRUSTEE | 6 | $24,000 | - | $0 | $24,000 | 1 |
| JUDITH LAPAN | VICE-CHAIR | 5 | $24,000 | - | $0 | $24,000 | 1 |
| JOANNE PIEPER | TRUSTEE | 8 | $24,000 | - | $0 | $24,000 | 1 |
| PAUL COOK | SECRETARY | 7 | $24,000 | - | $0 | $24,000 | 1 |
2018 · 13 people listed · 13 paid, $1.1M
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| AARON WERNHAM | CEO | 40 | $280,887 | - | $20,191 | $301,078 | 1 |
| THEODORE MADDEN | COO | 40 | $152,246 | - | $19,278 | $171,524 | 1 |
| SCOTT MALLOY | SNR PROGRAM OFFICER | 40 | $137,940 | - | $18,633 | $156,573 | 1 |
| TRESSIE WHITE | SNR PROGRAM OFFICER | 40 | $115,114 | - | $17,799 | $132,913 | 1 |
| MELINDA BUCHHEIT | EXEC ASST/COMM. COOR | 40 | $71,319 | - | $16,815 | $88,134 | 1 |
| PRICE KLAAS | OPERATIONS MANAGER | 40 | $70,607 | - | $15,908 | $86,515 | 1 |
| WILLIAM UNDERRINER | TREASURER | 8 | $24,000 | - | $0 | $24,000 | 1 |
| MICHAEL HARRINGTON | VICE-CHAIRMAN | 8 | $24,000 | - | $0 | $24,000 | 1 |
| DENIS PRAGER | TRUSTEE | 8 | $24,000 | - | $0 | $24,000 | 1 |
| GERALD GRAY | TRUSTEE | 8 | $24,000 | - | $0 | $24,000 | 1 |
| JUDITH LAPAN | TRUSTEE | 8 | $24,000 | - | $0 | $24,000 | 1 |
| JOANNE PIEPER | CHAIRMAN | 15 | $24,000 | - | $0 | $24,000 | 1 |
| PAUL COOK | SECRETARY | 8 | $24,000 | - | $0 | $24,000 | 1 |
2016 · 10 people listed · 9 paid, $577K
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| AARON WERNHAM | CEO | 40 | $220,805 | - | $17,414 | $238,219 | 1 |
| THEODORE MADDEN | COO | 40 | $86,587 | - | $12,893 | $99,480 | 1 |
| SCOTT MALLOY | SNR PROGRAM OFFICER | 40 | $85,708 | - | $9,246 | $94,954 | 1 |
| WILLIAM UNDERRINER | TREASURER | 8 | $24,000 | - | $0 | $24,000 | 1 |
| MICHAEL HARRINGTON | TRUSTEE | 8 | $24,000 | - | $0 | $24,000 | 1 |
| DENIS PRAGER | CHAIRMAN | 8 | $24,000 | - | $0 | $24,000 | 1 |
| JUDITH LAPAN | TRUSTEE | 8 | $24,000 | - | $0 | $24,000 | 1 |
| JOANNE PIEPER | VICE-CHAIRMAN | 8 | $24,000 | - | $0 | $24,000 | 1 |
| PAUL COOK | TRUSTEE | 8 | $24,000 | - | $0 | $24,000 | 1 |
| MIGNON WATERMAN | SECRETARY | 8 | $0 | - | $0 | $0 | 1 |
2015 · 10 people listed · 9 paid, $538K
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| AARON WERNHAM | CEO | 40 | $234,402 | - | $14,650 | $249,052 | 1 |
| THEODORE MADDEN | COO | 40 | $79,946 | - | $10,016 | $89,962 | 1 |
| SCOTT MALLOY | SNR PROGRAM OFFICER | 40 | $52,146 | - | $3,151 | $55,297 | 1 |
| WILLIAM UNDERRINER | TREASURER | 8 | $24,000 | - | $0 | $24,000 | 1 |
| MICHAEL HARRINGTON | TRUSTEE | 7 | $24,000 | - | $0 | $24,000 | 1 |
| DENIS PRAGER | CHAIRMAN | 8 | $24,000 | - | $0 | $24,000 | 1 |
| JUDITH LAPAN | TRUSTEE | 7 | $24,000 | - | $0 | $24,000 | 1 |
| JOANNE PIEPER | VICE-CHAIRMAN | 8 | $24,000 | - | $0 | $24,000 | 1 |
| PAUL COOK | TRUSTEE | 7 | $24,000 | - | $0 | $24,000 | 1 |
| MIGNON WATERMAN | SECRETARY | 8 | $0 | - | $0 | $0 | 1 |
2014 · 9 people listed · 8 paid, $230K
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| AARON A WERNHAM | PRESIDENT/CEO | 40 | $57,250 | - | $1,718 | $58,968 | 1 |
| EDWIN ECK | INTERIM TRUSTEE, 2013 | 13 | $27,031 | - | $0 | $27,031 | 1 |
| WILLIAM UNDERRINER | TREASURER | 17 | $24,000 | - | $0 | $24,000 | 1 |
| MICHAEL HARRINGTON | TRUSTEE | 10 | $24,000 | - | $0 | $24,000 | 1 |
| DENIS PRAGER | CHAIRMAN | 23 | $24,000 | - | $0 | $24,000 | 1 |
| JUDITH LAPAN | TRUSTEE | 12 | $24,000 | - | $0 | $24,000 | 1 |
| JOANNE PIEPER | VICE CHAIRMAN | 17 | $24,000 | - | $0 | $24,000 | 1 |
| PAUL COOK | TRUSTEE | 10 | $24,000 | - | $0 | $24,000 | 1 |
| MIGNON WATERMAN | SECRETARY | 12 | $0 | - | $0 | $0 | 1 |
Highest-paid independent contractors
2024 · 5 contractors · $1.5M
| Name | Location | Service | Paid |
|---|---|---|---|
| MANATT PHELPS & PHILLIPS | NEW YORK, NY | RESEARCH | $485,000 |
| CLAUSE LAW PLLC | WASHINGTON, DC | PROGRAM PLANNING | $408,651 |
| JG RESEARCH & EVALUATION | BOZEMAN, MT | EVALUATION | $306,675 |
| NEPC LLC | WOBURN, MA | INVESTMENT CONSULTING | $219,578 |
| CLARK NUBER | BELLEVUE, WA | AUDIT AND TAX PREPARATION AND CONSULTING | $114,711 |
2023 · 5 contractors · $1.1M
| Name | Location | Service | Paid |
|---|---|---|---|
| JG RESEARCH & EVALUATION | BOZEMAN, MT | EVALUATION | $323,700 |
| NEPC LLC | WOBURN, MA | INVESTMENT CONSULTING | $212,358 |
| CLAUSE LAW PLLC | WASHINGTON, DC | PROGRAM PLANNING | $202,053 |
| LANGLAS & ASSOCIATES | BOZEMAN, MT | CONSTRUCTION | $183,945 |
| MANATT PHELPS & PHILLIPS | NEW YORK, NY | RESEARCH | $151,000 |
2022 · 5 contractors · $830K
| Name | Location | Service | Paid |
|---|---|---|---|
| MANATT PHELPS & PHILLIPS | NEW YORK, NY | RESEARCH | $260,000 |
| JG RESEARCH & EVALUATION | BOZEMAN, MT | EVALUATION | $211,000 |
| NEPC LLC | WOBURN, MA | INVESTMENT CONSULTING | $199,397 |
| CLARK NUBER | BELLEVUE, WA | AUDIT & 990 PREPARATION | $88,079 |
| RJS & ASSOCIATES | BOX ELDER, MT | GRANT WRITING | $72,000 |
2021 · 5 contractors · $626K
| Name | Location | Service | Paid |
|---|---|---|---|
| MANATT PHELPS & PHILLIPS | NEW YORK, NY | RESEARCH | $210,000 |
| NEPC LLC | WOBURN, MA | INVESTMENT CONSULTING | $186,352 |
| JG RESEARCH & EVALUATION | BOZEMAN, MT | EVALUATION | $92,000 |
| VISCERAL LLC | SAN DIEGO, CA | WEB DESIGN | $75,000 |
| RJS & ASSOCIATES | BOX ELDER, MT | GRANT WRITING | $62,587 |
2020 · 5 contractors · $747K
| Name | Location | Service | Paid |
|---|---|---|---|
| MANATT PHELPS & PHILLIPS | NEW YORK, NY | RESEARCH | $255,000 |
| NEPC LLC | WOBURN, MA | INVESTMENT CONSULTING | $183,780 |
| RJS & ASSOCIATES | BOX ELDER, MT | GRANT WRITING | $130,600 |
| NATIONAL COUNCIL FOR BEHAVIORAL HEALTH | WASHINGTON, DC | TECHNICAL ASSISTANCE | $95,022 |
| SCHOOL-BASED HEALTH ALLIANCE | BRADENTON, FL | TECHNICAL ASSISTANCE | $82,603 |
2018 · 5 contractors · $582K
| Name | Location | Service | Paid |
|---|---|---|---|
| MONTICELLO ASSOCIATES | DENVER, CO | INVESTMENT ADVISOR | $200,000 |
| NATIONAL COUNCIL FOR BEHAVIORAL HEALTH | WASHINGTON, DC | HEALTHCARE CONSULTANT | $160,328 |
| WELLINGTON TRUST CO NA | SAN FRANCISCO, CA | INVESTMENT MANAGEMENT | $89,168 |
| WAKELY CONSULTING GROUP | TAMPA, FL | HEALTHCARE CONSULTANT | $75,000 |
| CHRISTINA L GOE ATTORNEY PLLC | HELENA, MT | HEALTHCARE CONSULTANT | $57,500 |
2016 · 4 contractors · $584K
| Name | Location | Service | Paid |
|---|---|---|---|
| MANATT PHELPS & PHILLIPS LLP | LOS ANGELES, CA | HEALTHCARE CONSULTANT | $250,000 |
| MONTICELLO ASSOCIATES | DENVER, CO | INVESTMENT ADVISOR | $200,000 |
| NATIONAL COUNCIL FOR BEHAVIORAL HEALTH | WASHINGTON, DC | HEALTHCARE CONSULTANT | $68,149 |
| WELLINGTON TRUST CO NA | SAN FRANCISCO, CA | INVESTMENT MANAGEMENT | $65,726 |
2015 · 2 contractors · $264K
| Name | Location | Service | Paid |
|---|---|---|---|
| MONTICELLO ASSOCIATES | DENVER, CO | INVESTMENT ADVISOR | $200,000 |
| WELLINGTON TRUST CO NA | SAN FRANCISCO, CA | INVESTMENT MANAGEMENT | $63,864 |
2014 · 2 contractors · $236K
| Name | Location | Service | Paid |
|---|---|---|---|
| MONTICELLO ASSOCIATES | DENVER, CO | INVESTMENT ADVISOR | $150,000 |
| WALDRON | SEATTLE, WA | PRESIDENT/CEO SEARCH | $85,951 |
Trademarks
3 US trademarks, 3 live.
- Montana Healthcare Foundation 3 marks, MT EXACT high confidence: identical full name and state
| Mark | Serial | Filed | Status | Source |
|---|---|---|---|---|
| THE MEADOWLARK INITIATIVE | 90570327 | 2021-03-10 | Registered | TRCFECO2, file of 2024-03-27 |
| THE MEADOWLARK INITIATIVE | 90189522 | 2020-09-17 | Registered | TRCFECO2, file of 2024-03-27 |
| THE MEADOWLARK INITIATIVE | 90189470 | 2020-09-17 | Registered | TRCFECO2, file of 2024-03-27 |
The newest marks of the trademark owners above, matched to this record by name (and state).
Who the money went to
Grants this organization reported paying: Schedule I Part II of the Form 990, or the grants-paid list on the 990-PF. Open a year for every recipient. Recipients link to their own page when the grant names an EIN we have (990-PF grants list no EIN, so those link only on an exact, unique name and state). Grants to individuals are counted; their names are not shown.
2024 · 162 grants to organizations · $5.2M
Listed grants add up to $5,168,456; the return's “grants paid” expense line says $3,458,767. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.
2023 · 193 grants to organizations · $5.6M
Listed grants add up to $5,580,939; the return's “grants paid” expense line says $5,407,409. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.
2022 · 113 grants to organizations · $5.8M
Listed grants add up to $5,777,557; the return's “grants paid” expense line says $6,962,908. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.
2021 · 102 grants to organizations · $5.5M
Listed grants add up to $5,505,337; the return's “grants paid” expense line says $6,603,673. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.
2020 · 95 grants to organizations · $5.2M
2018 · 102 grants to organizations · $4.5M
Listed grants add up to $4,522,806; the return's “grants paid” expense line says $4,705,801. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.
2016 · 81 grants to organizations · $2.9M
Listed grants add up to $2,915,373; the return's “grants paid” expense line says $3,050,344. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.
2015 · 45 grants to organizations · $1.2M
2014 · 3 grants to organizations · $1.0M
Negative amounts are returned or refunded grants; they are listed last and left out of the totals of grants paid.
Who gave
Contributors listed on Schedule B of the Form 990-PF: name, city and state as filed (street addresses are not shown), with total and noncash contributions for the year. A link to an organization's page is tagged Fuzzy with its name-similarity score (0 to 1) when it rests on name and state; Schedule B lists no EIN, so no link here is an exact identifier match.
2024 · 1 contributor · $21.7M
| # | Contributor | Type | City, state | Total | Noncash | Source |
|---|---|---|---|---|---|---|
| 1 | CARING FOR MONTANANS INC Fuzzy 0.60 | Organization or other | HELENA, MT | $21,695,014 | - | Form 990PF Sch. B, 2024 · filing |
2022 · 3 contributors · $21.1M
| # | Contributor | Type | City, state | Total | Noncash | Source |
|---|---|---|---|---|---|---|
| 1 | MACKENZIE SCOTT | Organization or other | SEATTLE, WA | $12,055,669 | $12,055,669 | Form 990PF Sch. B, 2022 · filing |
| 2 | CARING FOR MONTANANS INC Fuzzy 0.60 | Organization or other | HELENA, MT | $9,000,000 | - | Form 990PF Sch. B, 2022 · filing |
| 3 | MONTANA DEPARTMENT OF HEALTH AND HUMAN SERVICES | Organization or other | HELENA, MT | $23,000 | - | Form 990PF Sch. B, 2022 · filing |
2021 · 2 contributors · $15.3M
| # | Contributor | Type | City, state | Total | Noncash | Source |
|---|---|---|---|---|---|---|
| 1 | CARING FOR MONTANANS INC Fuzzy 0.60 | Organization or other | HELENA, MT | $15,000,000 | - | Form 990PF Sch. B, 2021 · filing |
| 2 | THE BUILDERS INITIATIVE | Organization or other | BENTONVILLE, AR | $300,000 | - | Form 990PF Sch. B, 2021 · filing |
2020 · 2 contributors · $10.5M
| # | Contributor | Type | City, state | Total | Noncash | Source |
|---|---|---|---|---|---|---|
| 1 | CARING FOR MONTANANS INC Fuzzy 0.60 | Organization or other | HELENA, MT | $10,000,000 | - | Form 990PF Sch. B, 2020 · filing |
| 2 | DEPARTMENT OF HEALTH AND HUMAN SERVICES | Organization or other | HELENA, MT | $500,000 | - | Form 990PF Sch. B, 2020 · filing |
2018 · 2 contributors · $15.4M
| # | Contributor | Type | City, state | Total | Noncash | Source |
|---|---|---|---|---|---|---|
| 2 | CARING FOR MONTANANS INC Fuzzy 0.60 | Organization or other | HELENA, MT | $15,009,217 | $2,219,454 | Form 990PF Sch. B, 2018 · filing |
| 1 | CONRAD N HILTON FOUNDATION Fuzzy 1.00 | Organization or other | WESTLAKE VILLAGEELENA, CA | $400,000 | - | Form 990PF Sch. B, 2018 · filing |
2016 · 3 contributors · $33.0M
| # | Contributor | Type | City, state | Total | Noncash | Source |
|---|---|---|---|---|---|---|
| 1 | CARING FOR MONTANANS INC Fuzzy 0.60 | Organization or other | HELENA, MT | $30,000,000 | - | Form 990PF Sch. B, 2016 · filing |
| 2 | MONTANA ATTORNEY GENERAL OFFICE | Organization or other | HELENA, MT | $3,000,000 | - | Form 990PF Sch. B, 2016 · filing |
| 3 | HILTON FOUNDATION Fuzzy 0.70 | Organization or other | AGOURA HILLS, CA | $50,000 | - | Form 990PF Sch. B, 2016 · filing |
2015 · 2 contributors · $43.0M
2014 · 1 contributor · $23.0M
| # | Contributor | Type | City, state | Total | Noncash | Source |
|---|---|---|---|---|---|---|
| 1 | CARING FOR MONTANANS INC Fuzzy 0.60 | Organization or other | HELENA, MT | $23,000,000 | - | Form 990PF Sch. B, 2014 · filing |
Contributors listed here are as reported on the filing. Unusual is not the same as improper. Many of these patterns have ordinary explanations. Check the filing.
Finances
Newest first. Each filing: its name on one row, its figures on the row beneath. Greyed filings are superseded by a later return for the same period and are left out everywhere else on this page.
| Revenue | Expenses | Assets | Net assets | Contributions | Program revenue | Officer pay | Employees | Volunteers |
|---|---|---|---|---|---|---|---|---|
| 2024 · Form 990PF | ||||||||
| $30,150,934 | $10,325,923 | $283,925,399 | $280,982,880 | $21,695,014 | - | $558,498 | - | - |
| 2023 · Form 990PF | ||||||||
| $8,046,337 | $11,780,656 | $249,811,431 | $245,123,721 | $150 | - | $543,437 | - | - |
| 2022 · Form 990PF | ||||||||
| $41,465,932 | $12,145,215 | $239,314,974 | $235,278,274 | $21,078,669 | - | $550,234 | - | - |
| 2021 · Form 990PF | ||||||||
| $24,073,505 | $10,606,490 | $254,936,905 | $252,049,743 | $15,300,300 | - | $522,734 | - | - |
| 2021 · Form 990PF | ||||||||
| $24,073,505 | $10,606,490 | $254,936,905 | $252,049,743 | $15,300,300 | - | $522,734 | - | - |
| 2020 · Form 990PF | ||||||||
| $27,605,227 | $9,409,310 | $211,845,474 | $209,694,427 | $10,514,010 | - | $435,733 | - | - |
| 2018 · Form 990PF | ||||||||
| $21,813,360 | $8,041,605 | $163,082,340 | $161,556,215 | $15,409,217 | - | $448,887 | - | - |
| 2016 · Form 990PF | ||||||||
| $34,814,647 | $4,718,519 | $136,588,082 | $135,585,906 | $33,050,000 | - | $364,805 | - | - |
| 2015 · Form 990PF | ||||||||
| $44,408,285 | $2,478,030 | $102,269,988 | $101,390,089 | $42,952,450 | - | $378,402 | - | - |
| 2015 · Form 990PF | ||||||||
| $44,408,285 | $2,478,030 | $102,269,988 | $101,390,089 | $42,952,450 | - | $378,402 | - | - |
| 2014 · Form 990PF | ||||||||
| $23,370,395 | $1,716,607 | $62,001,041 | $61,981,135 | $23,000,000 | - | $228,281 | - | - |
| 2014 · Form 990PF | ||||||||
| $23,370,395 | $1,716,607 | $62,001,041 | $61,981,135 | $23,000,000 | - | $228,281 | - | - |
Funders of this organization
3 grantors reported grants to this organization, $800,000 in all, tax years 2018 to 2024. Exact: the grantor wrote this organization's EIN. Fuzzy: the grantor wrote only a name (foundations' 990-PF has no EIN field), matched to the same or a near-identical name in the same state; the name as filed is shown. From the latest return for each grantor and year, so amended returns aren't counted twice. CSV
| Grantor | Type | Match | Years given | Grants | Total | Latest year | Latest year's amount | Grants |
|---|---|---|---|---|---|---|---|---|
| CONRAD N HILTON FOUNDATION | Private foundation | Fuzzy filed as “MONTANA HEALTHCARE FOUNDATION” | 2018-2019 | 2 | $400,000 | 2019 | $215,000 | show |
| BUILDERS INITIATIVE | Private foundation | Fuzzy filed as “Montana Healthcare Foundation” | 2021 | 1 | $300,000 | 2021 | $300,000 | show |
| NACDC FINANCIAL SERVICES INC | Public charity | Exact | 2024 | 1 | $100,000 | 2024 | $100,000 | show |
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|---|---|---|---|---|---|---|---|
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| MONDRE FAMILY FOUNDATION | NY | T20 | $40,734,728 | $2,263,960 | PRESIDENT | $0 | Same NTEE code T20, revenue within 2x |
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| CATENA FOUNDATION | CO | T20 | $31,209,309 | $32,777,162 | EMPLOYEE | $251,500 | Same NTEE code T20, revenue within 2x |
| ED FOUNDATION | TX | T20 | $32,247,219 | $3,132,641 | PRESIDENT | $0 | Same NTEE code T20, revenue within 2x |
| MULAGO FOUNDATION | NY | T20 | $34,119,063 | $31,773,624 | CEO | $500,000 | Same NTEE code T20, revenue within 2x |
| DHANAM FOUNDATION | CA | T20 | $36,287,243 | $25,398,520 | PRESIDENT | $0 | Same NTEE code T20, revenue within 2x |
| SONTAG FOUNDATION INC | FL | T20 | $24,608,122 | $10,044,071 | EXECUTIVE DIRECTOR | $287,880 | Same NTEE code T20, revenue within 2x |
| HEAVENLY FATHERS FOUNDATION | TX | T20 | $38,746,406 | $10,140,616 | Employee | $129,092 | Same NTEE code T20, revenue within 2x |
| 1111 FOUNDATION | IL | T20 | $29,173,809 | $31,206,257 | EXECUTIVE DIRECTOR | $325,000 | Same NTEE code T20, revenue within 2x |
| FAT TIRE FOUNDATION | CA | T20 | $32,574,341 | $4,289,575 | DIRECTOR | $0 | Same NTEE code T20, revenue within 2x |
| ACT FOUNDATION | RI | T20 | $33,749,761 | $867,834 | TRUSTEE | $239,642 | Same NTEE code T20, revenue within 2x |
| IVM FOUNDATION | NY | T20 | $26,211,756 | $281,374 | PRESIDENT | $0 | Same NTEE code T20, revenue within 2x |
| MIRANTE FOUNDATION | TX | T20 | $25,533,552 | $0 | PRESIDENT | $0 | Same NTEE code T20, revenue within 2x |
| CBF FOUNDATION | GA | T20 | $24,584,593 | $2,438,590 | TRUSTEE, DISTRIBUTION COMM | $0 | Same NTEE code T20, revenue within 2x |
| RDK FOUNDATION | WI | T20 | $39,067,314 | $23,907,961 | TRUSTEE | $2,132,539 | Same NTEE code T20, revenue within 2x |
| S & R FOUNDATION | DC | T20 | $41,360,720 | $8,283,511 | Staff | $91,461 | Same NTEE code T20, revenue within 2x |
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| TWF FOUNDATION | TX | T20 | $52,144,070 | $5,854,707 | DIRECTOR | $0 | Same NTEE code T20, revenue within 2x |
| T-MOBILE USA FOUNDATION | WA | T20 | $17,000,000 | $7,692,430 | DIRECTOR & PRESIDENT | $0 | Same NTEE code T20, revenue within 2x |
| MANSUETO FOUNDATION | IL | T20 | $15,366,370 | $10,068,235 | PRESIDENT/CHAIRMAN | $0 | Same NTEE code T20, revenue within 2x |
Who funds organizations like this
Grantors that funded the 100 most similar organizations. Ranked by total given to them. Foundations (990-PF) and donor-advised fund sponsors only. Same matching as Funders above (by EIN, or by name for foundations).
The full list · all similar organizations
Where the money went
Every expense line on each return, biggest first: Form 990 Part IX (with its program, management and fundraising columns), 990-EZ Part I, or 990-PF Part I. Event marks lines the organization itself describes as events. “Events” in each summary adds those lines, conferences and meetings, and the direct costs of fundraising events. Unusual is not the same as improper. Many of these patterns have ordinary explanations. Check the filing.
2024 · Form 990PF · $10,325,923 spent · pay $3,078,077 · grants $3,458,767 · events $133,451
| Line | As described | Total | Share |
|---|---|---|---|
| Contributions, gifts, grants paid | $3,458,767 | 33.5% | |
| Other expenses | $2,535,034 | 24.6% | |
| Other salaries and wages | $2,021,110 | 19.6% | |
| Pay: officers, directors, trustees | $558,498 | 5.4% | |
| Pension plans and employee benefits | $498,469 | 4.8% | |
| Occupancy | $363,340 | 3.5% | |
| Fees: other professional | $352,570 | 3.4% | |
| Taxes | $138,914 | 1.3% | |
| Travel, conferences and meetings | $133,451 | 1.3% | |
| Fees: accounting | $114,712 | 1.1% | |
| Depreciation and depletion | $113,520 | 1.1% | |
| Fees: legal | $27,190 | 0.3% | |
| Interest | $10,348 | 0.1% | |
| Total | $10,325,923 | 100% |
2023 · Form 990PF · $11,780,656 spent · pay $2,948,356 · grants $5,407,409 · events $163,232
| Line | As described | Total | Share |
|---|---|---|---|
| Contributions, gifts, grants paid | $5,407,409 | 45.9% | |
| Other expenses | $2,114,333 | 17.9% | |
| Other salaries and wages | $1,930,376 | 16.4% | |
| Pay: officers, directors, trustees | $543,437 | 4.6% | |
| Pension plans and employee benefits | $474,543 | 4.0% | |
| Fees: other professional | $328,772 | 2.8% | |
| Taxes | $302,000 | 2.6% | |
| Occupancy | $290,762 | 2.5% | |
| Travel, conferences and meetings | $163,232 | 1.4% | |
| Depreciation and depletion | $113,520 | 1.0% | |
| Fees: accounting | $97,715 | 0.8% | |
| Fees: legal | $14,557 | 0.1% | |
| Total | $11,780,656 | 100% |
2022 · Form 990PF · $12,145,215 spent · pay $2,615,024 · grants $6,962,908 · events $137,194
| Line | As described | Total | Share |
|---|---|---|---|
| Contributions, gifts, grants paid | $6,962,908 | 57.3% | |
| Other expenses | $1,782,849 | 14.7% | |
| Other salaries and wages | $1,646,567 | 13.6% | |
| Pay: officers, directors, trustees | $550,234 | 4.5% | |
| Pension plans and employee benefits | $418,223 | 3.4% | |
| Fees: other professional | $314,694 | 2.6% | |
| Occupancy | $147,315 | 1.2% | |
| Travel, conferences and meetings | $137,194 | 1.1% | |
| Fees: accounting | $86,850 | 0.7% | |
| Taxes | $70,000 | 0.6% | |
| Fees: legal | $16,732 | 0.1% | |
| Depreciation and depletion | $10,164 | 0.1% | |
| Printing and publications | $1,485 | 0.0% | |
| Total | $12,145,215 | 100% |
2021 · Form 990PF · $10,606,490 spent · pay $2,211,768 · grants $6,603,673 · events $63,146
| Line | As described | Total | Share |
|---|---|---|---|
| Contributions, gifts, grants paid | $6,603,673 | 62.3% | |
| Other salaries and wages | $1,315,833 | 12.4% | |
| Other expenses | $1,039,056 | 9.8% | |
| Pay: officers, directors, trustees | $522,734 | 4.9% | |
| Pension plans and employee benefits | $373,201 | 3.5% | |
| Fees: other professional | $325,699 | 3.1% | |
| Occupancy | $142,325 | 1.3% | |
| Taxes | $135,000 | 1.3% | |
| Travel, conferences and meetings | $63,146 | 0.6% | |
| Fees: accounting | $61,003 | 0.6% | |
| Fees: legal | $12,034 | 0.1% | |
| Depreciation and depletion | $10,164 | 0.1% | |
| Printing and publications | $2,622 | 0.0% | |
| Total | $10,606,490 | 100% |
2020 · Form 990PF · $9,409,310 spent · pay $1,798,043 · grants $5,237,339 · events $31,421
| Line | As described | Total | Share |
|---|---|---|---|
| Contributions, gifts, grants paid | $5,237,339 | 55.7% | |
| Other expenses | $1,575,561 | 16.7% | |
| Other salaries and wages | $1,079,739 | 11.5% | |
| Pay: officers, directors, trustees | $435,733 | 4.6% | |
| Fees: other professional | $319,521 | 3.4% | |
| Pension plans and employee benefits | $282,571 | 3.0% | |
| Taxes | $192,000 | 2.0% | |
| Occupancy | $133,371 | 1.4% | |
| Fees: accounting | $54,027 | 0.6% | |
| Depreciation and depletion | $31,736 | 0.3% | |
| Travel, conferences and meetings | $31,421 | 0.3% | |
| Fees: legal | $26,139 | 0.3% | |
| Printing and publications | $10,152 | 0.1% | |
| Total | $9,409,310 | 100% |
2018 · Form 990PF · $8,041,605 spent · pay $1,384,502 · grants $4,705,801 · events $135,574
| Line | As described | Total | Share |
|---|---|---|---|
| Contributions, gifts, grants paid | $4,705,801 | 58.5% | |
| Other expenses | $1,214,357 | 15.1% | |
| Other salaries and wages | $731,932 | 9.1% | |
| Pay: officers, directors, trustees | $448,887 | 5.6% | |
| Fees: other professional | $301,662 | 3.8% | |
| Pension plans and employee benefits | $203,683 | 2.5% | |
| Travel, conferences and meetings | $135,574 | 1.7% | |
| Occupancy | $110,537 | 1.4% | |
| Taxes | $92,311 | 1.1% | |
| Fees: accounting | $40,905 | 0.5% | |
| Depreciation and depletion | $31,736 | 0.4% | |
| Fees: legal | $12,795 | 0.2% | |
| Printing and publications | $9,840 | 0.1% | |
| Interest | $1,585 | 0.0% | |
| Total | $8,041,605 | 100% |
2016 · Form 990PF · $4,718,519 spent · pay $708,597 · grants $3,050,344 · events $60,839
| Line | As described | Total | Share |
|---|---|---|---|
| Contributions, gifts, grants paid | $3,050,344 | 64.6% | |
| Other expenses | $447,276 | 9.5% | |
| Pay: officers, directors, trustees | $364,805 | 7.7% | |
| Fees: other professional | $335,037 | 7.1% | |
| Other salaries and wages | $256,276 | 5.4% | |
| Pension plans and employee benefits | $87,516 | 1.9% | |
| Occupancy | $63,844 | 1.4% | |
| Travel, conferences and meetings | $60,839 | 1.3% | |
| Taxes | $22,760 | 0.5% | |
| Fees: legal | $15,899 | 0.3% | |
| Fees: accounting | $12,026 | 0.3% | |
| Printing and publications | $1,897 | 0.0% | |
| Total | $4,718,519 | 100% |
2015 · Form 990PF · $2,478,030 spent · pay $596,240 · grants $1,246,706 · events $51,722
| Line | As described | Total | Share |
|---|---|---|---|
| Contributions, gifts, grants paid | $1,246,706 | 50.3% | |
| Pay: officers, directors, trustees | $378,402 | 15.3% | |
| Fees: other professional | $295,653 | 11.9% | |
| Other expenses | $176,681 | 7.1% | |
| Other salaries and wages | $164,720 | 6.6% | |
| Occupancy | $55,934 | 2.3% | |
| Pension plans and employee benefits | $53,118 | 2.1% | |
| Travel, conferences and meetings | $51,722 | 2.1% | |
| Fees: legal | $31,438 | 1.3% | |
| Taxes | $12,448 | 0.5% | |
| Fees: accounting | $9,342 | 0.4% | |
| Printing and publications | $1,866 | 0.1% | |
| Total | $2,478,030 | 100% |
2014 · Form 990PF · $1,716,607 spent · pay $231,858 · grants $1,009,000 · events $47,498
| Line | As described | Total | Share |
|---|---|---|---|
| Contributions, gifts, grants paid | $1,009,000 | 58.8% | |
| Fees: other professional | $288,774 | 16.8% | |
| Pay: officers, directors, trustees | $228,281 | 13.3% | |
| Other expenses | $78,740 | 4.6% | |
| Travel, conferences and meetings | $47,498 | 2.8% | |
| Taxes | $19,601 | 1.1% | |
| Fees: legal | $19,200 | 1.1% | |
| Occupancy | $16,670 | 1.0% | |
| Fees: accounting | $4,670 | 0.3% | |
| Other salaries and wages | $3,577 | 0.2% | |
| Printing and publications | $596 | 0.0% | |
| Total | $1,716,607 | 100% |
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