MONTANA HEALTHCARE FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- MONTANA HEALTHCARE FOUNDATION (EIN 46-6854005)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-11-11
- IRS object ID
- 202313159349100516
- Schema version
- 2022v5.0
- 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
- Expenditure Responsibility Stmt
- General Explanation Attachment
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Land Schedule2
- Investments Other Schedule2
- Land Etc Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-11-11T16:38:54-06:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 911194019 | 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 1400 | AddressLine1Txt |
| City | BELLEVUE | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98004 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | 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 ST 201 | AddressLine1Txt |
| City | BOZEMAN | CityNm |
| State Abbreviation | MT | StateAbbreviationCd |
| ZIP | 59715 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JUDITH LAPAN | PersonNm |
| Person Title | CHAIR | PersonTitleTxt |
| Phone | 4064517060 | PhoneNum |
| Signature | 2023-11-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | JUDITH | PersonFirstNm |
| Person Last | LAPAN | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JENNIFER BECKER HARRIS | PreparerPersonNm |
| PTIN | P00183358 | PTIN |
| Phone | 4254544919 | PhoneNum |
| Preparation | 2023-11-09 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $239,314,974 | 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 | $21,078,669 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $77,180 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $77,180 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $2,211,482 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $3,740,946 | DividendsNetInvstIncmAmt |
| Gross Rents Rev And Expnss | $109,786 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $109,786 | GrossRentsNetInvstIncmAmt |
| Net Rental Income Or Loss | -$24,620 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | $17,957,791 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $101,975,126 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $19,309,396 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $31,024 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | -$18,127 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $41,465,932 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $23,219,181 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $550,234 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $112,760 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $437,474 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $1,646,567 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $48,000 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $1,598,567 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $418,223 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $25,939 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $366,698 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $16,732 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $16,732 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $86,850 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $25,928 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $56,722 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $314,694 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $314,694 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $70,000 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $58,422 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $10,164 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $147,315 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $8,839 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $138,476 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $137,194 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $599 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $136,595 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $1,485 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $1,485 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,782,849 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $1,287,417 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $1,709,892 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $5,182,307 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,882,598 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $4,462,641 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $6,962,908 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $5,777,557 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $12,145,215 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,882,598 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $10,240,198 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $29,320,717 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $21,336,583 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $310,840 | CashBOYAmt |
| Cash EOY | $376,361 | CashEOYAmt |
| Cash EOYFMV | $376,361 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $1,470,681 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $13,105,143 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $13,105,143 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $69,786 | AcctRcvblAmt |
| Acct Rcvbl EOY | $69,786 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $69,786 | AcctRcvblEOYFMVAmt |
| Prepaid Expenses BOY | $15,029 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $16,805 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $16,805 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $109,894,622 | CorporateStockBOYAmt |
| Corporate Stock EOY | $78,542,752 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $78,542,752 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $23,205,488 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $18,492,340 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $18,492,340 | CorporateBondsEOYFMVAmt |
| Invst Land Cost Or Other Basis | $6,602,734 | InvstLandCostOrOtherBasisAmt |
| Invst Land Accum Depreciation | $96,501 | InvstLandAccumDepreciationAmt |
| Land Bldg Investments EOY | $6,506,233 | LandBldgInvestmentsEOYAmt |
| Land Bldg Investments EOYFMV | $6,506,233 | LandBldgInvestmentsEOYFMVAmt |
| Other Investments BOY | $119,931,197 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $120,806,213 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $120,806,213 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $1,012,801 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $128,649 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $10,164 | LandBOYAmt |
| Land EOY | $884,152 | LandEOYAmt |
| Land EOYFMV | $884,152 | LandEOYFMVAmt |
| Other Assets BOY | $98,884 | OtherAssetsBOYAmt |
| Other Assets EOY | $515,189 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $515,189 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $254,936,905 | TotalAssetsBOYAmt |
| Total Assets EOY | $239,314,974 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $239,314,974 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $132,231 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $96,418 | AccountsPayableEOYAmt |
| Grants Payable BOY | $2,754,931 | GrantsPayableBOYAmt |
| Grants Payable EOY | $3,940,282 | GrantsPayableEOYAmt |
| Total Liabilities BOY | $2,887,162 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $4,036,700 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $252,019,743 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $235,278,274 | NoDonorRstrNetAssestsEOYAmt |
| Donor Rstr Net Assets BOY | $30,000 | DonorRstrNetAssetsBOYAmt |
| Donor Rstr Net Assets EOY | $0 | DonorRstrNetAssetsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $252,049,743 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $235,278,274 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $254,936,905 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $239,314,974 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $252,049,743 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $29,320,717 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $281,370,460 | SubtotalAmt |
| Other Decreases | $46,092,186 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $235,278,274 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| FIRST AM GOVT OB FD | P | 2021-01-01 | 2022-12-31 | $52,070,516 | $52,070,514 | $2 | $2 |
| PUBLICLY TRADED SECURITIES | P | 2021-01-01 | 2022-12-31 | $40,734,602 | $23,531,312 | $17,203,290 | $17,203,290 |
| DIRECT FOREIGN INVESTMENTS | P | 2021-01-01 | 2022-12-31 | $1,941,289 | $1,211,146 | $730,143 | $730,143 |
| CAPITAL GAIN FROM SCHEDULE K-1 | P | 2021-01-01 | 2022-12-31 | $7,228,719 | $5,852,758 | $1,375,961 | $1,375,961 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $19,309,396 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $296,579 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $296,579 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $296,579 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $93,721 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $250,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $343,721 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $47,142 | OverpaymentAmt |
| Applied To ES Tax | $47,142 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
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 | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| 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 | Yes (1) | 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 | CAROL FARRIS | 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 ST 201 | 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 | Yes (1) | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | 0 | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | Yes (1) | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
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 201 | BOZEMAN | MT | 59715 | TREASURER | 10.00 | $36,000 | $0 | $0 |
| MICHAEL HARRINGTON | ||||||||
| 777 EAST MAIN SUITE 201 | BOZEMAN | MT | 59715 | TRUSTEE | 9.50 | $36,000 | $0 | $0 |
| DENIS PRAGER | ||||||||
| 777 EAST MAIN SUITE 201 | BOZEMAN | MT | 59715 | TRUSTEE | 2.30 | $24,000 | $0 | $0 |
| GERALD GRAY | ||||||||
| 777 EAST MAIN SUITE 201 | BOZEMAN | MT | 59715 | SECRETARY | 9.00 | $36,000 | $0 | $0 |
| JUDITH LAPAN | ||||||||
| 777 EAST MAIN SUITE 201 | BOZEMAN | MT | 59715 | CHAIR | 10.00 | $36,000 | $0 | $0 |
| JOANNE PIEPER | ||||||||
| 777 EAST MAIN SUITE 201 | BOZEMAN | MT | 59715 | TRUSTEE | 9.00 | $36,000 | $0 | $0 |
| PAUL COOK | ||||||||
| 777 EAST MAIN SUITE 201 | BOZEMAN | MT | 59715 | VICE-CHAIR | 8.00 | $36,000 | $0 | $0 |
| AARON WERNHAM | ||||||||
| 777 EAST MAIN SUITE 201 | BOZEMAN | MT | 59715 | CEO | 40.00 | $310,234 | $34,718 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (5 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 201 | BOZEMAN | MT | 59715 | COO | 40.00 | $168,432 | $28,267 | $0 |
| SCOTT MALLOY | ||||||||
| 777 EAST MAIN SUITE 201 | BOZEMAN | MT | 59715 | PROGRAM DIRECTOR | 40.00 | $152,710 | $24,445 | $0 |
| TRESSIE WHITE | ||||||||
| 777 EAST MAIN SUITE 201 | BOZEMAN | MT | 59715 | PROGRAM DIRECTOR | 40.00 | $143,217 | $24,260 | $0 |
| KIELY HOUSTON | ||||||||
| 777 EAST MAIN SUITE 201 | BOZEMAN | MT | 59715 | DATA & EVALUATION MA | 40.00 | $136,716 | $19,245 | $0 |
| KELSEY GUMMER | ||||||||
| 777 EAST MAIN SUITE 201 | BOZEMAN | MT | 59715 | SENIOR PROGRAM OFFIC | 40.00 | $119,566 | $21,905 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 10 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| MANATT PHELPS & PHILLIPS | |||||
| 7 TIMES SQUARE | NEW YORK | NY | 10036 | RESEARCH | $260,000 |
| JG RESEARCH & EVALUATION | |||||
| 2103 BRIDGER DRIVE | BOZEMAN | MT | 59715 | EVALUATION | $211,000 |
| NEPC LLC | |||||
| DEPARTMENT 3570 BOX 4110 | WOBURN | MA | 018884110 | INVESTMENT CONSULTING | $199,397 |
| CLARK NUBER | |||||
| 10900 NE 4TH STREET SUITE 1400 | BELLEVUE | WA | 980045841 | AUDIT & 990 PREPARATION | $88,079 |
| RJS & ASSOCIATES | |||||
| 435 OATS RD | BOX ELDER | MT | 59521 | GRANT WRITING | $72,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 1 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | AMERICAN INDIAN HEALTH: SEE STATEMENT 17 | Description1Txt |
| Expenses1 | $1,090,601 | Expenses1Amt |
| Description2 | BEHAVIORAL HEALTH: SEE STATEMENT 17 | Description2Txt |
| Expenses2 | $3,476,695 | Expenses2Amt |
| Description3 | PUBLIC HEALTH: SEE STATEMENT 17 | Description3Txt |
| Expenses3 | $472,635 | Expenses3Amt |
| Description4 | OTHER CHARITABLE ACTIVITIES: SEE STATEMENT 17 | Description4Txt |
| Expenses4 | $1,097,595 | Expenses4Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | THE FOUNDATION MADE A PROGRAM-RELATED INVESTMENT IN THE FORM OF A LOAN TO FOUR BANDS COMMUNITY FUND (FBCF), AN ORGANIZATION DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. THE PURPOSE OF THE LOAN IS TO ENABLE FBCF TO CONTRIBUTE THE FOUNDATION'S LOAN PROCEEDS TO MOUNTAIN PLAINSREGIONAL NATIVE CDFI COALITION TO ESTABLISH A REGIONAL REVOLVING LOAN FUND (RLF). ACCESS TO CAPITAL, A CORE TENANT OF THE INDIGENOUS FINANCE INDUSTRY, IS THE SEED FOR GROWTH STRATEGIES DESIGNED TO LIFT STRUGGLING NATIVE ECONOMIES AND CLOSE THE RACIAL WEALTH GAP. THE RLF WILL ACT AS A VEHICLEOF ECONOMIC GROWTH THAT DRIVES BUSINESS DEVELOPMENT AND QUALITY JOB CREATION. | Description1Txt |
| Expenses1 | $500,000 | Expenses1Amt |
| Total | $500,000 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $109,230,468 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $6,286,731 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $128,500,797 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $244,017,996 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $244,017,996 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $3,660,270 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $240,357,726 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $12,017,886 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $12,017,886 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $296,579 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $885 | IncomeTaxAmt |
| Total Tax | $297,464 | TotalTaxAmt |
| Distributable Before Adj | $11,720,422 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $6,024 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $11,726,446 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $11,726,446 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $10,240,198 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $500,000 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $897,266 | CharitableAssetsAcquisPaidAmt |
| Qualifying Distributions | $11,637,464 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $11,726,446 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $11,035,145 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $11,637,464 | QualifyingDistributionsAmt |
| Applied To Year1 | $11,035,145 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $602,319 | 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 | $11,124,127 | 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 201 | 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 | VISIT WWW.MTHCF.ORG FOR APPLICATION INFORMATION. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | VISIT WWW.MTHCF.ORG FOR SUBMISSION DEADLINES. | SubmissionDeadlinesTxt |
| Restrictions On Awards | VISIT WWW.MTHCF.ORG FOR FUNDING RESTRICTIONS. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (113 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| ACTION INC | ||||||
| 25 W SILVER ST | BUTTE | MT | 59701 | PC | BUTTE HOUSING IS HEALTHCARE (HIH) DATA COORDINATION PROJECT | $21,446 |
| ALLIANCE FOR YOUTH INC | ||||||
| PO BOX 2928 | GREAT FALLS | MT | 594032982 | PC | DEVELOPMENT OF RECOVERY SUPPORT SERVICES FUNDING MODEL AND PEER SUPPORT CAPACITY BUILDING, IMPLEMENTATION, EVALUATION AND INTEGRATION INTO CRISIS INTERVENTION PROGRAM | $37,500 |
| ALTERNATIVES INC | ||||||
| 1001 S 27TH STREET | BILLINGS | MT | 59101 | PC | HIGH RISK TARGET CASE MANAGEMENT PILOT PROJECT | $50,000 |
| BARRETT HOSPITAL AND HEALTHCARE | ||||||
| 600 HWY 91 SOUTH | DILLON | MT | 59725 | PC | BEHAVIORAL HEALTH CONSOLIDATION GRANT | $50,000 |
| BEHAVIORAL HEALTH ALLIANCE OF MONTANA | ||||||
| PO BOX 7635 | MISSOULA | MT | 59807 | PC | SUSTAINABLE OPERATING FUNDING | $25,000 |
| BENEFIS HEALTH SYSTEM FOUNDATION | ||||||
| PO BOX 7008 | GREAT FALLS | MT | 59406 | PC | ADVANCING INTEGRATED BEHAVIORAL HEALTH IN NORTH CENTRAL MONTANA | $100,000 |
| BILLINGS CLINIC | ||||||
| 2917 TENTH AVE N | BILLINGS | MT | 591071031 | PC | REGIONAL INTEGRATED BEHAVIORAL HEALTH INTEGRATION PROJECT | $100,000 |
| BITTERROOT CASA INC | ||||||
| 217 N 3RD ST STE H1 | HAMILTON | MT | 598402478 | PC | PEER ADVOCATE MODEL- TRAIN, PILOT, AND TRANSITION | $17,266 |
| BLACKFEET TRIBAL HEALTH | ||||||
| PO BOX 866 | BROWNING | MT | 59417 | GOV | RAVE EMERGENCY NOTIFICATION SYSTEM COORDINATOR | $60,000 |
| BLACKFEET TRIBAL HEALTH | ||||||
| PO BOX 866 | BROWNING | MT | 59417 | GOV | SOUTHERN PIEGAN SCHOOL HEALTH - TELEHEALTH | $100,000 |
| BLACKFEET TRIBE OF THE BLACKFEET INDIAN RESERVATION | ||||||
| 640 ALL CHIEFS RD | BROWNING | MT | 59417 | GOV | BLACKFEET RESPONSIBLE PARENTING PROJECT | $12,500 |
| BOZEMAN HEALTH FOUNDATION | ||||||
| 931 HIGHLAND BLVD STE 3200 | BOZEMAN | MT | 59715 | PC | PERINATAL SUBSTANCE ABUSE IN SOUTHWEST MONTANA: AN INTEGRATED MODEL | $100,000 |
| BROWNING PUBLIC SCHOOLS | ||||||
| 129 1ST AVE SE | BROWNING | MT | 59417 | GOV | BROWNING PUBLIC SCHOOL STAFF & STUDENTS WELLNESS PROJECT | $12,500 |
| BUTTE SPIRIT CENTER | ||||||
| 609 WEST GALENA STREET | BUTTE | MT | 59701 | PC | BUTTE SPIRIT CENTER: WOMEN'S SUSTANCE USE DISORDER (SUD) RECOVERY HOME PLANNING | $25,000 |
| CARROLL COLLEGE MASTER OF SOCIAL WORK PROGRAM | ||||||
| 1601 N BENTON AVE | HELENA | MT | 59625 | PC | A COMMUNITY COLLABORATION TO ADVANCE INTEGRATED BEHAVIORAL HEALTHCARE TO MONTANA'S INDIGENOUS COMMUNITIES | $24,846 |
| CENTER POLE | ||||||
| PO BOX 71 | GARRYOWEN | MT | 59031 | PC | INCREASING CAPACITY AND FOOD QUALITY TO CREATE A HEALTHY CULTURALLY BASED RESERVATION FOOD SYSTEM | $30,000 |
| CHILDREN'S CLINIC OF BILLINGS | ||||||
| 3401 AVENUE E | BILLINGS | MT | 59102 | NC | EXPANDING BEHAVIORAL HEALTH SERVICES FOR CHILDRENS CLINICS 12,000+ PEDIATRIC PATIENTS | $70,000 |
| CHIPPEWA-CREE INDIANS OF THE ROCKY BOY RESERVATION | ||||||
| 96 CLINIC RD N | BOX ELDER | MT | 59521 | GOV | CHIPPEWA CREE TRIBE SUSTAINABLE FOOD SYSTEMS PROJECT CCTSFSP | $24,500 |
| COMMUNITY ACTION PARTNERSHIP OF NORTHWEST MONTANA | ||||||
| PO BOX 88 | KALISPELL | MT | 59901 | PC | SUPPORTIVE HOUSING UNITS FOR FREQUENT USER SYSTEM ENGAGEMENT (FUSE) OR LIKE POPULATIONS | $49,995 |
| COMMUNITY HOSPITAL OF ANACONDA | ||||||
| 401 WEST PENNSYLVANIA AVE | ANACONDA | MT | 59711 | PC | INTEGRATED BEHAVIORAL HEALTH | $37,500 |
| COMMUNITY MEDICAL CENTER | ||||||
| 2827 FORT MISSOULA ROAD | MISSOULA | MT | 59804 | NC | COMMUNITY MEDICAL CENTER'S CONSOLIDATION GRANT | $60,000 |
| CONFLUENCE PUBLIC HEALTH ALLIANCE | ||||||
| PO BOX 9306 | MISSOULA | MT | 59807 | PC | CONFLUENCE PUBLIC HEALTH ALLIANCE (CPHA) STARTUP SUPPORT | $50,000 |
| CROW TRIBE HEALTH & HUMAN SERVICES | ||||||
| PO BOX 129 | CROW AGENCY | MT | 59022 | GOV | CROW TRIBAL FINANCE SPECIALIST - MEDICAL BILLING AND CODING | $100,000 |
| DISTRICT XI HUMAN RESOURCE COUNCIL | ||||||
| 1801 SOUTH HIGGINS | MISSOULA | MT | 59801 | PC | COMMUNITY ENGAGEMENT SPECIALIST, RAVALLI COUNTY | $25,000 |
| DPHHS - PUBLIC HEALTH AND SAFETY DIVISION | ||||||
| PO BOX 202951 | HELENA | MT | 596202951 | GOV | MONTANA MEDICAID SURVEY | $65,000 |
| EVERGREEN SCHOOL DISTRICT 50 | ||||||
| 18 WEST EVERGREEN | KALISPELL | MT | 59901 | GOV | SCHOOL AND HEALTH COMMUNITY LIAISON | $37,500 |
| FLATHEAD CITY-COUNTY HEALTH DEPARTMENT | ||||||
| 1035 FIRST AVENUE WEST | KALISPELL | MT | 59901 | GOV | FLATHEAD COUNTY IMPLEMENTATION GRANT | $50,000 |
| FORT BELKNAP TRIBAL HEALTH | ||||||
| 656 AGENCY MAIN STREET | HARLEM | MT | 59526 | GOV | SCHOOL BASED HEALTH PROGRAM: PEARSON PROJECT | $150,000 |
| FORT PECK TRIBES - SPOTTED BULL RECOVERY RESOURCE CENTER | ||||||
| 603 1/2 COURT AVENUE | POPLAR | MT | 59255 | GOV | SPOTTED BULL RECOVERY RESOURCE CENTER BEHAVIORAL HEALTH CAPACITY BUILDING PROJECT | $50,000 |
| GALLATIN COUNTY | ||||||
| 311 WEST MAIN STREET SUITE 304 | BOZEMAN | MT | 59715 | GOV | GALLATIN BEHAVIORAL HEALTH COALITION | $75,000 |
| GLACIER COUNTY HEALTH DEPARTMENT | ||||||
| 1210 E MAIN | CUT BANK | MT | 59427 | GOV | TRIBAL-COUNTY CRISIS COALITION LAUNCH (BLACKFEET - GLACIER) | $37,499 |
| GREAT NORTHERN DEVELOPMENT CORPORATION | ||||||
| 233 CASCADE ST 3 | WOLF POINT | MT | 59201 | PC | NORTHEAST MONTANA SUPPORTIVE HOUSING PLANNING GRANT | $25,000 |
| HEALTHY MOTHERS HEALTHY BABIES - THE MONTANA COALITION | ||||||
| 318-320 N LAST CHANCE GULCH STE 2C | HELENA | MT | 59601 | PC | BUILDING BRIDGES FOR BETTER BIRTHS | $18,650 |
| HEART BUTTE SCHOOLS | ||||||
| 1 NEW SCHOOL ROAD | HEART BUTTE | MT | 59448 | GOV | SCHOOL-BASED CASE MANAGEMENT ENHANCEMENT PROJECT | $12,500 |
| HELENA INDIAN ALLIANCE | ||||||
| 501 EUCLID AVENUE | HELENA | MT | 59601 | PC | NEW CLINIC ADDITION/DESIGN | $21,438 |
| HELENA INDIAN ALLIANCE | ||||||
| 501 EUCLID AVENUE | HELENA | MT | 59601 | PC | HELENA INDIAN ALLIANCE (HIA) INTEGRATED BEHAVIORAL HEALTH (IBH) | $74,994 |
| HELENA SCHOOL DISTRICT | ||||||
| 1325 POPLAR ST | HELENA | MT | 596010939 | GOV | PLANNING GRANT FOR SCHOOL BASED HEALTH CENTER PARTNERSHIPS IN THE HELENA PUBLIC SCHOOLS | $50,000 |
| HOLY ROSARY HEALTHCARE FOUNDATION | ||||||
| 2600 WILSON STREET | MILES CITY | MT | 59301 | PC | EASTERN MONTANA PERINATAL BEHAVIORAL HEALTH | $37,090 |
| HUMAN RESOURCE DEVELOPMENT COUNCIL OF DISTRICT IX INC | ||||||
| 32 SOUTH TRACY | BOZEMAN | MT | 59715 | PC | TRACKING AND EVALUATION OF OUTCOMES FOR RESIDENTS HOUSED THROUGH COORDINATED ENTRY | $25,000 |
| INDIAN FAMILY HEALTH CLINIC | ||||||
| 1220 CENTRAL AVE | GREAT FALLS | MT | 59401 | PC | INDIAN FAMILY HEALTH CENTER (IFHC) INTEGRATED BEHAVIORAL HEALTH (IBH): HOPE, HEALING & HEALTH | $50,000 |
| KALISPELL REGIONAL MEDICAL CENTER INC DBA LOGAN HEALTH MEDICAL CENTER | ||||||
| 310 SUNNYVIEW LANE | KALISPELL | MT | 59901 | PC | LOGAN HEALTH MEDICAL CENTER (LHMC) MEADOWLARK PHASE 3 | $50,000 |
| KALISPELL REGIONAL MEDICAL CENTER INC DBA LOGAN HEALTH MEDICAL CENTER | ||||||
| 310 SUNNYVIEW LANE | KALISPELL | MT | 59901 | PC | LOGAN HEALTH SCHOOL-BASED HEALTH CENTER (SBHC) MOBILE CLINIC | $99,998 |
| L'ESPRIT | ||||||
| 111 NORTH THIRD STREET | LIVINGSTON | MT | 59047 | NC | MONTANA ASSERTIVE COMMUNITY TREATMENT (MACT) IN PARK AND SWEET GRASS COUNTY | $62,500 |
| LITTLE SHELL TRIBE OF CHIPPEWA INDIANS OF MONTANA | ||||||
| 615 CENTRAL AVE WEST | GREAT FALLS | MT | 59404 | GOV | STRATEGIC PLANNING FOR LITTLE SHELL TRIBAL DEPARTMENTS | $49,136 |
| LITTLE SHELL TRIBE OF CHIPPEWA INDIANS OF MONTANA | ||||||
| 615 CENTRAL AVE WEST | GREAT FALLS | MT | 59404 | GOV | LITTLE SHELL TRIBE HOUSING NEEDS ASSESSMENT | $60,000 |
| LIVEWELL49 | ||||||
| 320 ALPENGLOW LANE | LIVINGSTON | MT | 59047 | PC | PLANNING FOR THE FINANCIAL SUSTAINABILITY OF LIVEWELL49. | $25,000 |
| MADISON VALLEY HOSPITAL ASSOCIATION | ||||||
| 305 N MAIN | ENNIS | MT | 59729 | PC | INTEGRATED BEHAVIORAL HEALTH | $50,000 |
| MESSENGERS FOR HEALTH | ||||||
| PO BOX 940 | CROW AGENCY | MT | 59022 | PC | INDIGENOUS EVALUATION AND DISSEMINATION OF THE BAA NNILAH PROJECT | $24,924 |
| MINERAL COMMUNITY HOSPITAL | ||||||
| 1208 6TH AVENUE EAST | SUPERIOR | MT | 59872 | PC | MINERAL COMMUNITY HOSPITAL (MCH) INTEGRATED BEHAVIORAL HEALTH | $41,667 |
| MISSION WEST COMMUNITY DEVELOPMENT PARTNERS | ||||||
| 407 MAIN ST SW | RONAN | MT | 59864 | PC | LOCAL FOOD FOR LOCAL FAMILIES: MONTANA SNAP FOOD BOX PILOT PROJECT | $24,936 |
| MISSOULA COLLEGE | ||||||
| 1205 E BROADWAY ST | MISSOULA | MT | 598024968 | GOV | COMMUNITY PARAMEDICINE CURRICULUM | $54,000 |
| MONTANA BUDGET AND POLICY CENTER | ||||||
| 15 WEST 6TH AVENUE 3E | HELENA | MT | 59601 | PC | GENERAL SUPPORT | $50,000 |
| MONTANA CENTER FOR INCLUSIVE EDUCATION MSUB | ||||||
| 1500 UNIVERSITY DRIVE | BILLINGS | MT | 59101 | GOV | ESTABLISHING CONNECTIONS IN EASTERN AND CENTRAL MONTANA: A PLANNING GRANT FOR THE INSTITUTE FOR NEURODIVERSITY AND APPLIED BEHAVIOR ANALYSIS | $25,000 |
| MONTANA CONTINUUM CARE COALITION | ||||||
| 2825 STOCKYARD ROAD UNIT I-1 | MISSOULA | MT | 59808 | PC | MONTANA COORDINATED ENTRY SYSTEM (CES) AND LOCAL/TRIBAL CONTINUUM CAPACITY-BUILDING AND ENGAGEMENT PROJECT | $38,700 |
| MONTANA FREE PRESS | ||||||
| PO BOX 1425 | HELENA | MT | 59624 | PC | HEALTH CARE REPORTING FOR MONTANANS | $50,000 |
| MONTANA HEALTH NETWORK HEALTH INC | ||||||
| 519 PLEASANT STREET | MILES CITY | MT | 59301 | NC | EASTERN MONTANA INTEGRATED BEHAVIORAL HEALTH PROJECT | $93,241 |
| MONTANA HUMAN RIGHTS NETWORK | ||||||
| PO BOX 1509 | HELENA | MT | 59601 | PC | TRANSGENDER COMMUNITY SUPPORT AND WELLNESS PROJECT | $25,000 |
| MONTANA LEGAL SERVICES ASSOCIATION | ||||||
| 616 HELENA AVE SUITE 100 | HELENA | MT | 59601 | PC | STRATEGIC PLANNING OF ADDITIONAL HOSPITAL-BASED MEDICAL-LEGAL PARTNERSHIPS | $25,000 |
| MONTANA MEDICAL ASSOCIATION FOUNDATION | ||||||
| 2021 11TH AVENUE SUITE 1 | HELENA | MT | 59601 | PC | MONTANA PROFESSIONAL HEALTH AND WELLBEING PROGRAM | $19,080 |
| MONTANA OFFICE OF PUBLIC INSTRUCTION | ||||||
| PO BOX 202501 | HELENA | MT | 59620 | GOV | INDIGENOUS FOUNDATIONS IN SYSTEMS OF EDUCATION: SHIFTING THE ACADEMIC, HOLISTIC HEALTH, AND BEHAVIORAL SCHOOL SUPPORTS PROVIDED TO MONTANA'S AMERICAN INDIAN STUDENTS | $24,265 |
| MONTANA OFFICE OF PUBLIC INSTRUCTION | ||||||
| PO BOX 202501 | HELENA | MT | 59620 | GOV | INDIGENOUS FOUNDATIONS IN SYSTEMS OF EDUCATION: SHIFTING THE ACADEMIC, HOLISTIC HEALTH, AND BEHAVIORAL SCHOOL SUPPORTS PROVIDED TO MONTANA'S AMERICAN INDIAN STUDENTS | $24,265 |
| MONTANA PUBLIC HEALTH INSTITUTE | ||||||
| 235 SEGIAH WAY | KALISPELL | MT | 59901 | PC | MONTANA PUBLIC HEALTH INSTITUTE START UP | $400,000 |
| MONTANA STATE UNIVERSITY | ||||||
| 309 MONTANA HALL | BOZEMAN | MT | 59715 | GOV | PARTNERING TO PROVIDE EQUITABLE CARE TO UNHOUSED INDIVIDUALS IMPACTED BY OPIOID USE DISORDER | $23,057 |
| MOUNTAIN HOME MONTANA | ||||||
| 2606 SOUTH AVE W | MISSOULA | MT | 59804 | PC | IMPROVING MOUNTAIN HOMES CONTINUUM OF CARE FOR INDIGENOUS WOMEN AND CHILDREN | $25,000 |
| NACDC FINANCIAL SERVICES INC | ||||||
| PO BOX 3029 | BROWNING | MT | 59417 | PC | FOUR BANDS WORKFORCE & PROFESSIONAL DEVELOPMENT | $100,000 |
| NAMIMT | ||||||
| PO BOX 1021 | HELENA | MT | 59624 | PC | NAMI MONTANA OPERATIONS GRANT | $25,000 |
| NATIVE AMERICAN DEVELOPMENT CORPORATION | ||||||
| 17 N 26TH ST SUITE 22 | BILLINGS | MT | 59101 | PC | INTEGRATED BEHAVIORAL HEALTH 2.0 | $50,000 |
| NEIGHBORWORKS GREAT FALLS | ||||||
| 509 1ST AVENUE SOUTH | GREAT FALLS | MT | 59401 | PC | BAATZ BLOCK APARTMENTS TECHNICAL ASSISTANCE | $20,000 |
| NORTHERN CHEYENNE TRIBAL BOARD OF HEALTH | ||||||
| PO BOX 67 | LAME DEER | MT | 59043 | GOV | NORTHERN CHEYENNE SCHOOL WELLNESS PROJECT | $50,000 |
| NORTHERN CHEYENNE TRIBAL HOUSING AUTHORITY | ||||||
| PO BOX 327 | LAME DEER | MT | 59043 | GOV | NORTHERN CHEYENNE HEALTHY HOUSING NEEDS ASSESSMENT | $51,730 |
| NORTHERN MONTANA HEALTH CARE | ||||||
| 30 13TH STREET | HAVRE | MT | 59501 | PC | MEADOWLARK INITIATIVE IMPLEMENTATION AT NORTHERN MONTANA HOSPITAL | $87,500 |
| NORTHERN MONTANA HEALTH CARE | ||||||
| 30 13TH STREET | HAVRE | MT | 59501 | PC | INTEGRATED BEHAVIORAL HEALTH INITIATIVE IMPLEMENTATION AT NORTHERN MONTANA HOSPITAL | $100,000 |
| ONE HEALTH | ||||||
| 10 4TH STREET W | HARDIN | MT | 59034 | PC | SACRED FAMILIES BLAINE COUNTY | $67,600 |
| ONE HEALTH | ||||||
| 10 4TH STREET W | HARDIN | MT | 59034 | PC | SACRED FAMILIES FERGUS COUNTY | $67,600 |
| ONE HEALTH | ||||||
| 10 4TH STREET W | HARDIN | MT | 59034 | PC | SACRED FAMILIES ROSEBUD COUNTY | $75,000 |
| PARK COUNTY | ||||||
| 414 EAST CALLENDER STREET | LIVINGSTON | MT | 59047 | PC | PARK COUNTY PEER SUPPORT SPECIALIST PROGRAM FOR MOBILE CRISIS RESPONSE IN PARK COUNTY | $37,395 |
| PARTNERSHIP HEALTH CENTER | ||||||
| 401 RAILROAD STREET WEST | MISSOULA | MT | 59802 | PC | ADVANCING PEER SUPPORT | $37,500 |
| PARTNERSHIP HEALTH CENTER | ||||||
| 401 RAILROAD STREET WEST | MISSOULA | MT | 59802 | PC | BUILDING A COMPREHENSIVE SCHOOL-BASED BEHAVIORAL HEALTH SYSTEM AT LOWELL ELEMENTARY SCHOOL | $37,500 |
| PARTNERSHIP HEALTH CENTER | ||||||
| 401 RAILROAD STREET WEST | MISSOULA | MT | 59802 | PC | STRATEGIC ALLIANCE FOR IMPROVED BEHAVIORAL HEALTH | $75,000 |
| PEOPLES PARTNERS FOR COMMUNITY DEVELOPMENT | ||||||
| PO BOX 955 | LAME DEER MONTANA | MT | 59043 | PC | NORTHERN CHEYENNE FOOD INITIATIVES | $50,000 |
| PIONEER MEDICAL CENTER | ||||||
| PO BOX 1228 | BIG TIMBER | MT | 59011 | PC | CRISIS COALITION FORMATION, IMPROVEMENT, AND SUSTAINABILITY | $20,000 |
| PLENTY DOORS COMMUNITY DEVELOPMENT CORPORATION | ||||||
| PO BOX 1061 | CROW AGENCY | MT | 99999 | PC | CROW INNOVATION CENTER | $50,000 |
| PROVIDENCE MONTANA HEALTH FOUNDATION | ||||||
| 502 W SPRUCE | MISSOULA | MT | 59802 | PC | PROVIDENCE ST. JOSEPH MEDICAL CENTER INTEGRATED BEHAVIORAL HEALTH (IBH) CONSOLIDATION GRANT | $50,000 |
| PROVIDENCE MONTANA HEALTH FOUNDATION | ||||||
| 502 W SPRUCE | MISSOULA | MT | 59802 | PC | PROVIDENCE MONTANA INTEGRATED BEHAVIORAL HEALTH (IBH) CONTINUATION AND SPECIALTY CLINIC EXPANSION | $60,000 |
| PROVIDENCE MONTANA HEALTH FOUNDATION | ||||||
| 502 W SPRUCE | MISSOULA | MT | 59802 | PC | PROVIDENCE ST. JOSEPH MEDICAL CENTER'S JOURNEY OF HOPE | $75,000 |
| PULSE DBA JEFFERSON VALLEY EMS & RESCUE | ||||||
| PO BOX 511 | WHITEHALL | MT | 59759 | PC | JEFFERSON VALLEY COMMUNITY INTEGRATED HEALTH LAUNCH | $24,989 |
| RED LODGE AREA COMMUNITY FOUNDATION | ||||||
| 122 HAUSER S AVE | RED LODGE | MT | 59068 | PC | CARBON COUNTY AREA RIDE & TRANSIT: ADDRESSING RURAL ISOLATION & MOBILITY NEEDS | $24,976 |
| RICHLAND COUNTY HOUSING AUTHORITY | ||||||
| 1032 6TH STREET SOUTHWEST | SIDNEY | MT | 592703749 | GOV | RICHLAND COUNTY RURAL HOUSING PLANNING GRANT | $25,000 |
| RIMROCK FOUNDATION | ||||||
| 1231 N 29TH ST | BILLINGS | MT | 59101 | PC | SUBSTANCE ABUSE CONNECT CRISIS DIVERSION PROJECT | $75,000 |
| ROCKY MOUNTAIN TRIBAL LEADERS COUNCIL | ||||||
| 2929 3RD AVE NORTH SUITE 300 | BILLINGS | MT | 59101 | NC | SUPPORTING THE RMTLC HEALTH SUB-COMMITTEE WITH A HEALTH POLICY ANALYST / INDIAN HEALTH CARE ADVISOR | $75,000 |
| ROOTS FAMILY COLLABORATIVE | ||||||
| 110 SOUTH GRAND AVENUE | BOZEMAN | MT | 59715 | PC | POSTPARTUM DOULA PROJECT | $20,027 |
| RUBY VALLEY MEDICAL CENTER | ||||||
| 321 MADISON ST | SHERIDAN | MT | 59749 | PC | RUBY VALLEY MEDICAL CENTER (RVMC) INTEGRATED BEHAVIORAL HEALTH | $33,333 |
| SAPPHIRE COMMUNITY HEALTH INC | ||||||
| 316 NORTH 3RD | HAMILTON | MT | 59840 | PC | RAVALLI COUNTY SCHOOL WELLNESS PROGRAM | $131,637 |
| SOUTH CENTRAL MONTANA REGIONAL MENTAL HEALTH CENTER | ||||||
| 1245 NORTH 29TH STREET | BILLINGS | MT | 591010122 | PC | IMPROVING PACT CLIENT OUTCOMES THROUGH MEDICATION OPTIMIZATION AND CARE COORDINATION | $25,000 |
| SOUTHWEST MONTANA COMMUNITY HEALTH CENTER | ||||||
| 445 CENTENNIAL AVE | BUTTE | MT | 59701 | PC | WEST ELEMENTARY SCHOOL-BASED CLINIC | $37,500 |
| SOUTHWEST MONTANA COMMUNITY HEALTH CENTER | ||||||
| 445 CENTENNIAL AVE | BUTTE | MT | 59701 | PC | KENNEDY ELEMENTARY SCHOOL-BASED CLINIC | $62,500 |
| ST JOHN'S LUTHERAN MINISTRIES LLC | ||||||
| 3940 RIMROCK ROAD | BILLINGS | MT | 591020141 | PC | ST. JOHN'S UNITED WORKPLACE INTEGRATIVE BEHAVIORAL HEALTH INITIATIVE | $24,500 |
| ST LUKE COMMUNITY HEALTHCARE FOUNDATION | ||||||
| 107 6TH AVE SW | RONAN | MT | 59864 | PC | MEADOWLARK INITIATIVE | $50,000 |
| ST PETER'S HEALTH FOUNDATION | ||||||
| 2475 E BROADWAY ST | HELENA | MT | 59601 | PC | HELENA COORDINATED ENTRY SYSTEM DATA COORDINATION | $25,000 |
| ST PETER'S HEALTH FOUNDATION | ||||||
| 2475 E BROADWAY ST | HELENA | MT | 59601 | PC | HELENA REGIONAL HOUSING IS HEALTH CARE INITIATIVE IMPLEMENTATION | $50,000 |
| ST PETER'S HEALTH FOUNDATION | ||||||
| 2475 E BROADWAY ST | HELENA | MT | 59601 | PC | PARENTAL MENTAL HEALTH SUPPORT PROGRAM EXPANSION | $50,000 |
| ST PETER'S HEALTH FOUNDATION | ||||||
| 2475 E BROADWAY ST | HELENA | MT | 59601 | PC | INTEGRATED BEHAVIORAL HEALTH SUPPORT PROGRAM EXPANSION | $58,334 |
| ST VINCENT HEALTHCARE FOUNDATION | ||||||
| 1106 NORTH 30TH STREET | BILLINGS | MT | 59101 | PC | CLINICAL SUPERVISION FOR INTEGRATED BEHAVIORAL HEALTH QUALITY AND SUSTAINABILITY | $37,500 |
| THE CITY-COUNTY OF BUTTE SILVER BOW | ||||||
| 155 WEST GRANITE STREET | BUTTE | MT | 59701 | GOV | BUTTE-SILVER BOW BEHAVIORAL HEALTH SYSTEMS IMPROVEMENTS AND SUSTAINABILITY PROJECT | $50,000 |
| THE HENRY J KAISER FAMILY FOUNDATION | ||||||
| 185 BERRY ST STE 2000 | SAN FRANCISCO | CA | 94107 | PC | KAISER HEALTH NEWS MONTANA HEALTH NEWS PARTNERSHIP | $100,043 |
| TRUST MONTANA INCORPORATED | ||||||
| PO BOX 8791 | MISSOULA | MT | 59807 | PC | ENGAGING PRIVATE SECTOR BUILDING INDUSTRY PROFESSIONALS IN PARTNERSHIPS TO DEVELOP PERMANENTLY AFFORDABLE HOMES FOR MONTANANS | $47,802 |
| TSNE MISSIONWORKS | ||||||
| 89 SOUTH STREET SUITE 700 | BOSTON | MA | 02111 | PC | BUILDING SUPPORT TO ADVOCATE EFFECTIVELY FOR PUBLIC HEALTH AT THE STATE LEVEL AND NATIONALLY | $15,000 |
| UNITED WAY OF YELLOWSTONE COUNTY | ||||||
| 2173 OVERLAND AVENUE | BILLINGS | MT | 59106 | PC | BILLINGS PERMANENT SUPPORTIVE HOUSING IMPLEMENTATION | $24,600 |
| UNIVERSITY OF MONTANA CENTER FOR CHILDREN FAMILIES AND WORKFORCE DEVELOPME | ||||||
| 32 CAMPUS DRIVE JRH 111 | MISSOULA | MT | 59812 | GOV | MONTANA PAX: GOOD BEHAVIOR GAME SUSTAINABILITY INITIATIVE | $100,000 |
| UNIVERSITY OF MONTANA FOUNDATION | ||||||
| PO BOX 7159 | MISSOULA | MT | 59807 | PC | DEVELOPMENT AND IMPLEMENTATION OF THE MONTANA PREVENTION CERTIFICATION BOARD | $25,000 |
| UNIVERSITY OF MONTANA OFFICE OF RESEARCH AND SPONSORED PROGRAMS | ||||||
| 32 CAMPUS DRIVE - 4104 | MISSOULA | MT | 59812 | GOV | THE ECONOMIC IMPACT OF A MONTANA LOW INCOME HOUSING TAX CREDIT PROGRAM | $28,473 |
| YOUTH DYNAMICS | ||||||
| 2334 LEWIS AVENUE | BILLINGS | MT | 59102 | PC | BECOMING AN ATTACHMENT, REGULATION AND COMPETENCY (ARC)-INFORMED AGENCY | $17,025 |
| YWCA GREAT FALLS | ||||||
| 220 2ND STREET NORTH | GREAT FALLS | MT | 59401 | PC | GREAT FALLS HOUSING IS HEALTHCARE DATA PROJECT | $25,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $5,777,557 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (40 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| ALTERNATIVES INC | ||||||
| 1001 S 27TH STREET | BILLINGS | MT | 59101 | PC | HIGH RISK TARGET CASE MANAGEMENT PILOT PROJECT | $50,000 |
| BARRETT HOSPITAL AND HEALTHCARE | ||||||
| 600 HWY 91 SOUTH | DILLON | MT | 59725 | PC | BEHAVIORAL HEALTH CONSOLIDATION GRANT | $25,000 |
| BARRETT HOSPITAL AND HEALTHCARE | ||||||
| 600 HWY 91 SOUTH | DILLON | MT | 59725 | PC | BEHAVIORAL HEALTH CONSOLIDATION GRANT | $50,000 |
| BENEFIS HEALTH SYSTEM FOUNDATION | ||||||
| PO BOX 7008 | GREAT FALLS | MT | 59406 | PC | ADVANCING INTEGRATED BEHAVIORAL HEALTH IN NORTH CENTRAL MONTANA | $200,000 |
| BLACKFEET TRIBAL HEALTH | ||||||
| PO BOX 866 | BROWNING | MT | 59417 | GOV | SOUTHERN PIEGAN SCHOOL HEALTH - TELEHEALTH | $200,000 |
| BLACKFEET TRIBE OF THE BLACKFEET INDIAN RESERVATION | ||||||
| 640 ALL CHIEFS RD | BROWNING | MT | 59417 | GOV | BLACKFEET RESPONSIBLE PARENTING PROJECT | $12,500 |
| BROWNING PUBLIC SCHOOLS | ||||||
| 129 1ST AVE SE | BROWNING | MT | 59417 | GOV | BROWNING PUBLIC SCHOOL STAFF & STUDENTS WELLNESS PROJECT | $12,500 |
| CARROLL COLLEGE MASTER OF SOCIAL WORK PROGRAM | ||||||
| 1601 N BENTON AVE | HELENA | MT | 59625 | PC | A COMMUNITY COLLABORATION TO ADVANCE INTEGRATED BEHAVIORAL HEALTHCARE TO MONTANA'S INDIGENOUS COMMUNITIES | $24,846 |
| CHILDREN'S CLINIC OF BILLINGS | ||||||
| 3401 AVENUE E | BILLINGS | MT | 59102 | NC | EXPANDING BEHAVIORAL HEALTH SERVICES FOR CHILDRENS CLINICS 12,000+ PEDIATRIC PATIENTS | $55,000 |
| COMMUNITY ACTION PARTNERSHIP OF NORTHWEST MONTANA | ||||||
| PO BOX 88 | KALISPELL | MT | 59901 | PC | SUPPORTIVE HOUSING UNITS FOR FREQUENT USER SYSTEM ENGAGEMENT (FUSE) OR LIKE POPULATIONS | $49,995 |
| CROW TRIBE HEALTH & HUMAN SERVICES | ||||||
| PO BOX 129 | CROW AGENCY | MT | 59022 | GOV | CROW TRIBAL FINANCE SPECIALIST - MEDICAL BILLING AND CODING | $200,000 |
| EVERGREEN SCHOOL DISTRICT 50 | ||||||
| 18 WEST EVERGREEN | KALISPELL | MT | 59901 | GOV | SCHOOL AND HEALTH COMMUNITY LIAISON | $37,500 |
| FLATHEAD CITY-COUNTY HEALTH DEPARTMENT | ||||||
| 1035 FIRST AVENUE WEST | KALISPELL | MT | 59901 | GOV | FLATHEAD COUNTY IMPLEMENTATION GRANT | $100,000 |
| FORT BELKNAP TRIBAL HEALTH | ||||||
| 656 AGENCY MAIN STREET | HARLEM | MT | 59526 | GOV | SCHOOL BASED HEALTH PROGRAM: PEARSON PROJECT | $150,000 |
| GALLATIN COUNTY | ||||||
| 311 WEST MAIN STREET SUITE 304 | BOZEMAN | MT | 59715 | GOV | GALLATIN BEHAVIORAL HEALTH COALITION | $150,000 |
| HEART BUTTE SCHOOLS | ||||||
| 1 NEW SCHOOL ROAD | HEART BUTTE | MT | 59448 | GOV | SCHOOL-BASED CASE MANAGEMENT ENHANCEMENT PROJECT | $12,500 |
| HELENA INDIAN ALLIANCE | ||||||
| 501 EUCLID AVENUE | HELENA | MT | 59601 | PC | HELENA INDIAN ALLIANCE (HIA) INTEGRATED BEHAVIORAL HEALTH (IBH) | $74,994 |
| INDIAN FAMILY HEALTH CLINIC | ||||||
| 1220 CENTRAL AVE | GREAT FALLS | MT | 59401 | PC | INDIAN FAMILY HEALTH CENTER (IFHC) INTEGRATED BEHAVIORAL HEALTH (IBH): HOPE, HEALING & HEALTH | $100,000 |
| KALISPELL REGIONAL MEDICAL CENTER INC DBA LOGAN HEALTH MEDICAL CENTER | ||||||
| 310 SUNNYVIEW LANE | KALISPELL | MT | 59901 | PC | LOGAN HEALTH MEDICAL CNETER (LHMC) MEADOWLARK PHASE 3 | $50,000 |
| KALISPELL REGIONAL MEDICAL CENTER INC DBA LOGAN HEALTH MEDICAL CENTER | ||||||
| 310 SUNNYVIEW LANE | KALISPELL | MT | 59901 | PC | LOGAN HEALTH SCHOOL-BASED HEALTH CENTER (SBHC) MOBILE CLINIC | $199,995 |
| L'ESPRIT | ||||||
| 111 NORTH THIRD STREET | LIVINGSTON | MT | 59047 | NC | MONTANA ASSERTIVE COMMUNITY TREATMENT (MACT) IN PARK AND SWEET GRASS COUNTY | $62,500 |
| MINERAL COMMUNITY HOSPITAL | ||||||
| 1208 6TH AVENUE EAST | SUPERIOR | MT | 59872 | PC | MINERAL COMMUNITY HOSPITAL (MCH) INTEGRATED BEHAVIORAL HEALTH | $83,333 |
| MONTANA CONTINUUM CARE COALITION | ||||||
| 2825 STOCKYARD ROAD UNIT I-1 | MISSOULA | MT | 59808 | PC | MONTANA COORDINATED ENTRY SYSTEM (CES) AND LOCAL/TRIBAL CONTINUUM CAPACITY-BUILDING AND ENGAGEMENT PROJECT | $38,700 |
| MONTANA FREE PRESS | ||||||
| PO BOX 1425 | HELENA | MT | 59624 | PC | HEALTH CARE REPORTING FOR MONTANANS | $50,000 |
| MONTANA MEDICAL ASSOCIATION FOUNDATION | ||||||
| 2021 11TH AVENUE SUITE 1 | HELENA | MT | 59601 | PC | MONTANA PROFESSIONAL HEALTH AND WELLBEING PROGRAM | $19,080 |
| NACDC FINANCIAL SERVICES INC | ||||||
| PO BOX 3029 | BROWNING | MT | 59417 | PC | FOUR BANDS WORKFORCE & PROFESSIONAL DEVELOPMENT | $100,000 |
| NATIVE AMERICAN DEVELOPMENT CORPORATION | ||||||
| 17 N 26TH ST SUITE 22 | BILLINGS | MT | 59101 | PC | INTEGRATED BEHAVIORAL HEALTH 2.0 | $100,000 |
| NORTHERN MONTANA HEALTH CARE | ||||||
| 30 13TH STREET | HAVRE | MT | 59501 | PC | INTEGRATED BEHAVIORAL HEALTH INITIATIVE IMPLEMENTATION AT NORTHERN MONTANA HOSPITAL | $200,000 |
| NORTHERN MONTANA HEALTH CARE | ||||||
| 30 13TH STREET | HAVRE | MT | 59501 | PC | MEADOWLARK INITIATIVE IMPLEMENTATION AT NORTHERN MONTANA HOSPITAL | $87,500 |
| PARTNERSHIP HEALTH CENTER | ||||||
| 401 RAILROAD STREET WEST | MISSOULA | MT | 59802 | PC | STRATEGIC ALLIANCE FOR IMPROVED BEHAVIORAL HEALTH | $150,000 |
| PIONEER MEDICAL CENTER | ||||||
| PO BOX 1228 | BIG TIMBER | MT | 59011 | PC | CRISIS COALITION FORMATION, IMPROVEMENT, AND SUSTAINABILITY | $20,000 |
| RUBY VALLEY MEDICAL CENTER | ||||||
| 321 MADISON ST | SHERIDAN | MT | 59749 | PC | RUBY VALLEY MEDICAL CENTER (RVMC) INTEGRATED BEHAVIORAL HEALTH | $66,667 |
| SOUTHWEST MONTANA COMMUNITY HEALTH CENTER | ||||||
| 445 CENTENNIAL AVE | BUTTE | MT | 59701 | PC | WEST ELEMENTARY SCHOOL-BASED CLINIC | $37,500 |
| ST LUKE COMMUNITY HEALTHCARE FOUNDATION | ||||||
| 107 6TH AVE SW | RONAN | MT | 59864 | PC | MEADOWLARK INITIATIVE | $50,000 |
| ST PETER'S HEALTH FOUNDATION | ||||||
| 2475 E BROADWAY ST | HELENA | MT | 59601 | PC | HELENA COORDINATED ENTRY SYSTEM DATA COORDINATION | $25,000 |
| ST PETER'S HEALTH FOUNDATION | ||||||
| 2475 E BROADWAY ST | HELENA | MT | 59601 | PC | INTEGRATED BEHAVIORAL HEALTH SUPPORT PROGRAM EXPANSION | $116,666 |
| ST PETER'S HEALTH FOUNDATION | ||||||
| 2475 E BROADWAY ST | HELENA | MT | 59601 | PC | PARENTAL MENTAL HEALTH SUPPORT PROGRAM EXPANSION | $50,000 |
| THE CITY-COUNTY OF BUTTE SILVER BOW | ||||||
| 155 WEST GRANITE STREET | BUTTE | MT | 59701 | GOV | BUTTE-SILVER BOW BEHAVIORAL HEALTH SYSTEMS IMPROVEMENTS AND SUSTAINABILITY PROJECT | $100,000 |
| TRUST MONTANA INCORPORATED | ||||||
| PO BOX 8791 | MISSOULA | MT | 59807 | PC | ENGAGING PRIVATE SECTOR BUILDING INDUSTRY PROFESSIONALS IN PARTNERSHIPS TO DEVELOP PERMANENTLY AFFORDABLE HOMES FOR MONTANANS | $47,802 |
| UNIVERSITY OF MONTANA CENTER FOR CHILDREN FAMILIES AND WORKFORCE DEVELOPME | ||||||
| 32 CAMPUS DRIVE JRH 111 | MISSOULA | MT | 59812 | GOV | MONTANA PAX: GOOD BEHAVIOR GAME SUSTAINABILITY INITIATIVE | $100,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $3,259,578 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $77,180 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,211,482 | ExclusionAmt |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 16 | ExclusionCd |
| Exclusion | -$24,620 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $17,957,791 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (3 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt | Related Or Exempt Function IncmRelatedOrExemptFunctionIncmAmt |
|---|---|---|---|
| IRS REFUND | 01 | $25,000 | |
| RETURNED GRANTS | $6,024 | ||
| INCOME FROM PARTNERSHIP INVESTMENTS | 18 | -$18,127 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $20,228,706 | ExclusionAmt |
| Related Or Exempt Function Incm | $6,024 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $20,234,730 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 11B | LineNumberTxt |
| Relationship Statement | REIMBURSEMENT OF PRIOR YEAR QUALIFYING DISTRIBUTIONS | RelationshipStatementTxt |
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 (3 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| MACKENZIE SCOTT | |||||||
| 1 | 1201 THIRD AVENUE SUITE 4900 | SEATTLE | WA | 98101 | $12,055,669 | Yes (X) | Yes (X) |
| CARING FOR MONTANANS INC | |||||||
| 2 | 560 NORTH PARK AVENUE | HELENA | MT | 59601 | $9,000,000 | Yes (X) | |
| MONTANA DEPARTMENT OF HEALTH AND HUMAN SERVICES | |||||||
| 3 | 111 NORTH SANDERS STREET | HELENA | MT | 59601 | $23,000 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | MARKETABLE SECURITIES | NoncashPropertyDesc |
| Fair Market Value | $12,055,669 | FairMarketValueAmt |
| Received | 2022-11-07 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $86,850 | Amt |
| Net Investment Income | $25,928 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $56,722 | DisbursementsCharitablePrpsAmt |
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp (6 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | GrantGrantDt | GrantGrantAmt | Purpose Of GrantPurposeOfGrantTxt | Expended By GranteeExpendedByGranteeAmt | Any Diversion By GranteeAnyDiversionByGranteeTxt | Dates Of Reports By GranteeDatesOfReportsByGranteeTxt |
|---|---|---|---|---|---|---|---|---|---|
| ASSOCIATION OF MONTANA PUBLIC HEALTH OFFICIALS | |||||||||
| 34 WEST 6TH AVENUE SUITE 2E | HELENA | MT | 59601 | 2020-04-24 | $42,500 | THE ASSOCIATION OF MONTANA PUBLIC HEALTH OFFICIALS WILL USE THE HIGHER LOGIC WEB PLATFORM TO CREATE A CLOUD-BASED APPLICATION THAT ENABLES LOCAL AND TRIBAL HEALTH DEPARTMENTS TO SHARE RESOURCES AND DISCUSS AND PROVIDE EACH OTHER WITH TECHNICAL ASSISTANCE ON SPECIFIC PUBLIC HEALTH QUESTIONS. THE HIGHER LOGIC PLATFORM HAS BEEN USED BY THE ASSOCIATION OF STATE AND TERRITORIAL HEALTH OFFICIALS (ASTHO), NNPHI, AND OTHER PUBLIC HEALTH ORGANIZATIONS. DURING THE COVID-19 PANDEMIC, THE NEED FOR THIS RESOURCE HAS BECOME MORE PRESSING. | $42,500 | TO THE BEST OF OUR KNOWLEDGE, NO PORTION OF THE GRANT FUNDS WERE DIVERTED. | 10/31/2020, 5/31/2021, 10/31/2021, 4/30/2022, 11/11/2022, 5/31/2023 (FINAL) |
| CHILDREN'S CLINIC OF BILLINGS | |||||||||
| 3401 AVENUE E | BILLINGS | MT | 59102 | 2022-10-01 | $70,000 | CHILDREN'S CLINIC SERVES OVER 12,000 UNIQUE CHILDREN AND ADOLESCENTS RESIDING IN YELLOWSTONE AND SURROUNDING COUNTIES THROUGH OUR TWO GENERAL PEDIATRICS CLINICS IN BILLINGS, MONTANA. THIS PROJECT WILL EXPAND OUR HIGH-QUALITY PRIMARY CARE TO INCLUDE INTEGRATED BEHAVIORAL HEALTH SERVICES. THE PROJECT AIMS TO HIRE AND INTEGRATE A PEDIATRIC CLINICAL SOCIAL WORKER INTO OUR PRACTICE WORKFLOWS TO ENHANCE EXISTING MENTAL HEALTH SCREENING AND TO PROVIDE BRIDGE CARE FOR PATIENTS WHILE THEY ARE CONNECTED TO COUNSELORS IN THE COMMUNITY. WE ALSO AIM TO PROVIDE CLINICAL SUPERVISION FOR OUR RECENTLY HIRED PSYCHIATRIC MENTAL HEALTH NURSE PRACTITIONER (PMHNP). GRANT FUNDS WILL SUPPORT STARTUP COSTS FOR THE SOCIAL WORKER AND PMHNP WHILE WE GAIN THE EXPERTISE TO BILL FOR THEIR SERVICES AND SUSTAIN THE PROJECT INDEPENDENTLY. FUNDS WILL ALSO SERVE TO EDUCATE OUR TEAM AND OUR PATIENTS ABOUT THE BENEFITS OF INTEGRATED CARE. | $70,000 | TO THE BEST OF OUR KNOWLEDGE, NO PORTION OF THE GRANT FUNDS WERE DIVERTED. | 4/1/2023 |
| COMMUNITY MEDICAL CENTER | |||||||||
| 2827 FORT MISSOULA ROAD | MISSOULA | MT | 59804 | 2021-11-15 | $175,000 | COMMUNITY MEDICAL CENTER (CMC) IS A LARGE (PPS) HOSPITAL (151-BEDS) IN MISSOULA AND SERVING THE SURROUNDING REGION. THIS PROJECT WILL EXPAND CMC'S CAPACITY TO PROVIDE THE ENTIRE CONTINUUM OF CARE FOR PATIENTS WITH MENTAL ILLNESS AND SUBSTANCE USE DISORDERS BY FULLY INTEGRATING BEHAVIORAL HEALTH INTO ITS PRIMARY CARE CLINICS, EXPANDING SERVICES THROUGH TELEHEALTH TO SPECIALTY AND WALK-IN CLINICS, AND THOROUGHLY TRAINING AND INTEGRATING ITS CLINICAL TEAMS. FUNDING WILL SUPPORT A SOCIAL WORKER TO SERVE AS A CENTRALIZED BEHAVIORAL HEALTH CARE MANAGER FOR THE PROJECT. THIS PERSON WILL PROVIDE THE PERSONNEL, PSYCHIATRIC CONSULTATION, AND CLINICAL SUPERVISION NEEDED TO IMPLEMENT THE PROJECT. PARTNERS INCLUDE THE UNIVERSITY OF MONTANA'S BEHAVIORAL HEALTH WORKFORCE EDUCATION AND TRAINING PROGRAM, WALLA WALLA UNIVERSITY'S MASTERS IN SOCIAL WORK PROGRAM, ANDY LAUE, LCSW, WHO PROVIDES GROUP CLINICAL SUPERVISION FOR THE BEHAVIORAL HEALTH PROVIDERS, AND OTHER COMMUNITY BEHAVIORAL HEALTH PROVIDERS. | $130,000 | TO THE BEST OF OUR KNOWLEDGE, NO PORTION OF THE GRANT FUNDS WERE DIVERTED. | 5/16/2022, 11/30/2022, 5/15/2023 |
| L'ESPRIT | |||||||||
| 111 NORTH THIRD STREET | LIVINGSTON | MT | 59047 | 2022-11-01 | $62,500 | OUR GOAL IS TO OFFER OUR CLIENTS COMPREHENSIVE SUPPORT AND HELP THEM GAIN THE SKILLS NECESSARY TO MAINTAIN STABILITY AND THRIVE IN THEIR COMMUNITY. THIS GOAL WILL BE ACHIEVED THROUGH A INTERDISCIPLINARY TEAM OF NINE PROVIDERS, DIRECTLY DELIVERING SERVICES WITHIN A HIGHLY INTEGRATED AND COLLABORATIVE SYSTEM. | $62,500 | TO THE BEST OF OUR KNOWLEDGE, NO PORTION OF THE GRANT FUNDS WERE DIVERTED. | 5/1/2023 |
| MONTANA HEALTH NETWORK HEALTH INC | |||||||||
| 519 PLEASANT STREET | MILES CITY | MT | 59301 | 2021-07-21 | $186,492 | THE EASTERN MONTANA INTEGRATED BEHAVIORAL HEALTH PROJECT WILL SUPPORT INTEGRATING BEHAVIORAL HEALTH (IBH) INTO PRIMARY CARE FOR FIVE RURAL HEALTHCARE FACILITIES IN EASTERN MONTANA (BAKER, EKALAKA, BROADUS, MALTA, AND JORDAN). THE GRANT WILL ALSO ALLOW THREE CURRENT IBH SITES (FORSYTH, CULBERTSON, AND TERRY) TO REFINE AND IMPROVE THEIR INITIAL IBH IMPLEMENTATION EFFORTS SUPPORTED UNDER MHCF'S PREVIOUS IBH NETWORK GRANT TO THE MONTANA HEALTH NETWORK (MHN). THE GOALS FOR THE PROJECT ARE TO 1) IMPLEMENT ROUTINE SCREENING AND EARLY INTERVENTION FOR BEHAVIORAL HEALTH AND SUBSTANCE USE ISSUES IN PRIMARY CARE; 2) IMPROVE CARE COORDINATION BETWEEN TREATING FACILITIES; AND 3) DEVELOP A SUSTAINABLE INTEGRATED BEHAVIORAL HEALTH MODEL FOR EXISTING AND NEW FACILITIES. | $186,492 | TO THE BEST OF OUR KNOWLEDGE, NO PORTION OF THE GRANT FUNDS WERE DIVERTED. | 2/28/2022, 8/31/2022, 9/9/2022, 2/28/2023 |
| ROCKY MOUNTAIN TRIBAL LEADER'S COUNCIL | |||||||||
| 2929 3RD AVE NORTH SUITE 300 | BILLINGS | MT | 59101 | 2022-09-20 | $75,000 | SUPPORT THE ROCKY MOUNTAIN TRIBAL LEADER'S COUNCIL (RMTLC) HEALTH SUBCOMMITTEE WHICH PROVIDES TRIBAL HEALTH LEADERS WITH A QUARTERLY FORUM TO DISCUSS SYSTEMIC HEALTH CARE CHALLENGES AND TO MAKE RECOMMENDATIONS TO THE RMTLC TRIBAL LEADERS ON WAYS TO ADDRESS THESE CHALLENGES. | $75,000 | TO THE BEST OF OUR KNOWLEDGE, NO PORTION OF THE GRANT FUNDS WERE DIVERTED. | 3/20/2023 |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | SUMMARY OF DIRECT CHARITABLE ACTIVITIES | IdentifierTxt |
| Form And Line Reference | FORM 990-PF, PART IX-A | FormAndLineReferenceDesc |
| Medium Explanation | 1. AMERICAN INDIAN HEALTH: $1,090,601MHCF WORKS WITH LEADERSHIP FROM THE EIGHT TRIBAL HEALTH DEPARTMENTS AND FIVE URBAN INDIAN HEALTH CENTERS IN MONTANA, ALONG WITH NATIVE-LED NONPROFITS, STATE LEADERS AND OTHER STAKEHOLDERS, TO DEVELOP AND IMPLEMENT STRATEGIES TO IMPROVE AMERICAN INDIAN HEALTH. THIS SUPPORT INCLUDES PROVIDING STRATEGIC GRANTS PLANNED AND DEVELOPED BY MHCF STAFF IN CLOSE COLLABORATION WITH NATIVE AMERICAN PARTNERS AND TECHNICAL ASSISTANCE BY MHCF STAFF AND CONTRACTORS. MHCF ALSO PROVIDES FINANCIAL SUPPORT AND STAFF TIME TO PLAN, CONVENE, AND FACILITATE THE QUARTERLY MEETINGS OF THE AMERICAN INDIAN HEALTH LEADERS (AIHL) GROUP AND TO CARRY OUT FOLLOW-UP ACTIVITIES TO IMPLEMENT PRIORITIES IDENTIFIED DURING THE MEETINGS. IN 2022, MHCF STAFF AND CONSULTANTS SUPPORTED THE CONTINUED PLANNING OF NATIVE-LED SUBSTANCE USE INPATIENT TREATMENT SERVICES AND THE EXPANSION OF THE CONTINUUM OF CARE FOR SUBSTANCE USE FOR AMERICAN INDIANS IN MONTANA. MHCF HAS TWO FULL-TIME STAFF DEDICATED MAINLY TO THIS CHARITABLE ACTIVITY.2. BEHAVIORAL HEALTH: $3,476,695INTEGRATED BEHAVIORAL HEALTH: MHCF ISSUED TEN GRANTS TO SUPPORT THE PLANNING AND IMPLEMENTATION OF INTEGRATED BEHAVIORAL HEALTH IN MONTANA. MHCF STAFF AND A DATA CONTRACTOR PROVIDED INDIVIDUALIZED TRAINING AND TECHNICAL SUPPORT FOR EACH GRANTEE AND IMPLEMENTED AN ONLINE LEARNING PLATFORM. CONVENING: MHCF HOSTED AN INTEGRATED BEHAVIORAL HEALTH SUMMIT.BEHAVIORAL HEALTH CONTINUUM OF CARE: MHCF ISSUED FIVE GRANTS TO SUPPORT THE PLANNING AND IMPLEMENTATION OF BEHAVIORAL HEALTH CRISIS SYSTEMS AND, WITH PARTNERS, SUPPORTS AN ADDITIONAL 15 COMMUNITIES AND TRIBES THROUGH TECHNICAL ASSISTANCE AND CONVENING. MHCF CONTINUED TO CONVENE A GROUP OF STATE PARTNERS TO DEVELOP AND IMPLEMENT STRATEGIES TO EXPAND SUBSTANCE USE DISORDER PREVENTION AND PROVIDED GRANTS AS NEEDED TO HELP IMPLEMENT THESE STRATEGIES. WITH PARTNERS, MHCF CONTINUES TO CONVENE AND PROVIDE GRANTS AND TECHNICAL ASSISTANCE TO EXPAND THE IMPLEMENTATION OF ASSERTIVE COMMUNITY TREATMENT. THE MEADOWLARK INITIATIVE: IN 2022, MHCF ADDED ONE NEW GRANTEE TO THIS INITIATIVE AND CONTINUED TO SUPPORT FOUR ORGANIZATIONS WITH ADDITIONAL FUNDING TO CONTINUE TO SUPPORT THE IMPLEMENTATION. THROUGH GRANTS AND TECHNICAL ASSISTANCE, MHCF HAS NOW SUPPORTED A TOTAL OF 20 HOSPITALS AND CLINICS ACROSS THE STATE TO IMPLEMENT A TEAM-BASED, INTEGRATED APPROACH TO PRENATAL CARE. THE MEADOWLARK MODEL OF CARE PROVIDES PREGNANT AND POSTPARTUM WOMEN PROMPT, EFFECTIVE CARE FOR MENTAL ILLNESS AND SUBSTANCE USE DISORDERS. MHCF WORKED EXTENSIVELY WITH THE STATE OF MONTANA TO COORDINATE MHCF FUNDING AND ACTIVITIES WITH FEDERAL FUNDING FOR MEADOWLARK ACTIVITIES THAT ARE ADMINISTERED BY THE STATE. SCHOOL-BASED HEALTH INITIATIVE: IN 2022, THE THIRD YEAR OF THE INITIATIVE, MHCF SUPPORTED NEW AND EXPANDED EXISTING PARTNERSHIPS BETWEEN SCHOOLS AND HEALTH CARE PROVIDERS TO OFFER MEDICAL, BEHAVIORAL HEALTH, AND DENTAL SERVICES IN SCHOOLS THAT SERVE A HIGH PROPORTION OF AT-RISK YOUTH. MHCF PROVIDED GRANTS TO FOUR HEALTH CARE PROVIDERS TO OFF-SET START-UP EXPENSES FOR CLINICS THAT SERVE TWENTY-EIGHT SCHOOLS. THE HEALTH CARE PROVIDERS INCLUDED TWO TRIBAL HEALTH DEPARTMENTS, ONE FEDERALLY QUALIFIED HEALTH CENTER, AND ONE PROSPECTIVE PAYMENT SYSTEM (PPS) HOSPITAL. MHCF ALSO PROVIDED GRANTS TO FOUR SCHOOL DISTRICTS TO FACILITATE THEIR PARTICIPATION IN THE PLANNING, IMPLEMENTATION, AND SUSTAINABILITY ACTIVITIES OF THE SCHOOL-BASED HEALTH CENTERS. MHCF STAFF, ALONG WITH A CONTRACTOR, THE NATIONAL SCHOOL-BASED HEALTH ALLIANCE, PROVIDED ONE-ON-ONE AND COHORT-LEVEL TECHNICAL ASSISTANCE TO ASSIST GRANTEES WITH IMPLEMENTING THE CORE COMPETENCIES AND BEST PRACTICES OF SCHOOL-BASED HEALTH CENTERS. 3. PUBLIC HEALTH: $472,635MHCF WORKS TO STRENGTHEN MONTANA'S PUBLIC HEALTH SYSTEM BY SUPPORTING THE WORK OF LOCAL AND TRIBAL PUBLIC HEALTH DEPARTMENTS. IN 2022, MHCF CONTINUED FUNDING FOR A MULTI-YEAR INITIATIVE THAT HAS PROVIDED SUB-GRANTS AND INDIVIDUAL TECHNICAL ASSISTANCE TO MOST COUNTIES AND TRIBES IN THE STATE. MHCF FUNDING ALSO CONTINUED SUPPORT FOR ONGOING SUB-GRANTS AND TECHNICAL ASSISTANCE PROVIDED BY THE GRANTEE TO HELP LOCAL AND TRIBAL HEALTH DEPARTMENTS COMPLETE COMMUNITY HEALTH ASSESSMENTS AND HEALTH IMPROVEMENT PLANS AND IMPLEMENT NEW PROGRAMS TO ADDRESS HIGH-PRIORITY HEALTH ISSUES. BUILDING ON THE RECOMMENDATIONS IN MHCF'S 2019 REPORT "CREATING A VISION FOR A HEALTHIER MONTANA: STRENGTHENING THE MONTANA PUBLIC HEALTH SYSTEM AND MHCF'S LARGE, FIVE-YEAR GRANT TO CREATE A NEW, NONPROFIT MONTANA PUBLIC HEALTH INSTITUTE (MTPHI) IN 2021. MHCF CONTINUED FUNDING FOR MTPHI IN 2022 AS AN ANCHOR STRATEGY TO STRENGTHEN THE STATE'S PUBLIC HEALTH INFRASTRUCTURE. MHCF'S CEO CONTINUES TO SERVE AS A FOUNDING BOARD MEMBER OF MTHPI, AND MHCF STAFF PROVIDES ONGOING SUPPORT ON NONPROFIT OPERATIONS PLANNING AND DEVELOPMENT AS NEEDED. IN 2022, MTPHI CONTINUED TO PLAY AN ESSENTIAL ROLE, SUPPORTING LOCAL HEALTH DEPARTMENTS, PROVIDING TECHNICAL SUPPORT ON THE IMPLEMENTATION OF NEW BEHAVIORAL HEALTH PROGRAMS, REVIEWING STATE SUPPORT FOR LOCAL COVID RESPONSE, AND RESEARCHING AND PROVIDING GUIDANCE ON THE IMPLEMENTATION OF NEW STATE PUBLIC HEALTH LAWS. IN 2022, MHCF SUPPORTED THE FORMATION OF THE CONFLUENCE PUBLIC HEALTH ALLIANCE, A NONPROFIT THAT HOUSES THE STATE'S PUBLIC HEALTH ASSOCIATIONS.4. OTHER CHARITABLE ACTIVITY: $1,097,595HOUSING IS HEALTH CARE: MHCF CONDUCTED ONE DEMONSTRATION AND LEARNING SESSION WITH HOUSING AND HEALTH CARE PROVIDERS AND THE MONTANA DEPARTMENT OF PUBLIC HEALTH AND HUMAN SERVICES TO PROMOTE THE DEVELOPMENT OF SUPPORTIVE HOUSING PRACTICES. MHCF AWARDED ONE IMPLEMENTATION GRANT ALONG WITH PROVIDING TECHNICAL ASSISTANCE VIA A CONTRACT WITH THE CORPORATION FOR SUPPORTIVE HOUSING TO ADDRESS FREQUENT USERS OF COMMUNITY SYSTEMS AND EXPLORE SUPPORTIVE HOUSING INTERVENTIONS TO IMPROVE OUTCOMES AND REDUCE ASSOCIATED COSTS. IN 2022, MHCF CONTINUED FACILITATED PLANNING SESSIONS WITH THE DEPARTMENT OF PUBLIC HEALTH AND HUMAN SERVICES, THE DEPARTMENT OF COMMERCE, AND THE STATE CONTINUUM OF CARE TO SUPPORT AN INTERAGENCY COLLABORATION TO COORDINATE STRATEGIC PRIORITIES AND COMMUNICATION TO ALIGN SUPPORTIVE HOUSING RESOURCES. THROUGH THIS SUPPORT, MHCF'S HOUSING IS HEALTH CARE GRANTEES IN MISSOULA, GREAT FALLS, BUTTE, KALISPELL, AND BOZEMAN CONTINUED HOUSING HOMELESS HIGH UTILIZERS IN 2022. MEDICAID AND HEALTH POLICY: TO SUPPORT A STRONG HEALTH SYSTEM THAT PROVIDES FOR THE NEEDS OF ALL MONTANANS, EACH YEAR, MHCF COMMISSIONS, PRODUCES, AND BROADLY DISSEMINATES ECONOMIC, HEALTH, AND FISCAL IMPACT REPORTS ON KEY HEALTH POLICY QUESTIONS. IN 2022 THIS INCLUDED, FOR EXAMPLE, RESEARCH CONDUCTED FOR REPORTS INCLUDING "MEDICAID IN MONTANA: HOW MEDICAID IMPACTS MONTANA'S BUDGET, ECONOMY, AND HEALTH. "GRANT APPLICATION ASSISTANCE: MHCF WORKED TO BUILD HEALTH SYSTEM CAPACITY BY INVESTING ROUGHLY $157,413 IN GRANTS, CONTRACTS, AND STAFF TIME TO IDENTIFY GRANT OPPORTUNITIES SUITABLE TO ADDRESS HEALTH CHALLENGES IN MONTANA AND TO HELP MONTANA-BASED NONPROFITS, TRIBES, AND GOVERNMENT AGENCIES TO APPLY. IN TOTAL, THIS RESULTED IN BRINGING OVER $14 MILLION OF NEW REVENUE INTO THE STATE. | MediumExplanationTxt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | 1,873,590.681 SHS VANGUARD SHORT TERM BOND IDX I | BondNm |
| EOY Book Value | $18,492,340 | EOYBookValueAmt |
| EOYFMV | $18,492,340 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (7 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 299,089.217 SHS EDGEWOOD GROWTH FUND CLASS | $9,361,492 | $9,361,492 |
| 301,409.720 SHS EMERGING MARKETS CORE EQUITY | $6,070,392 | $6,070,392 |
| 269,647.304 SHS DODGE & COX INTERNATIONAL | $11,624,495 | $11,624,495 |
| 193,323.382 SHS FIDELITY 500 INDEX FUND | $25,735,209 | $25,735,209 |
| 244,587.704 SHS FIDELITY MID CAP INDEX | $6,339,713 | $6,339,713 |
| 1,054,078.004 SHS FIDELITY LARGE CAP VALUE INDEX FUND | $15,600,354 | $15,600,354 |
| 351,901.806 SHS HARBOR SMALL CAP GROWTH FUND | $3,811,097 | $3,811,097 |
Investments Land Schedule2 InvestmentsLandSchedule2
Investment Land InvestmentLandGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|---|
| BUILDING | $3,763,558 | $96,501 | $3,667,057 | $3,667,057 |
| LAND | $2,839,176 | $0 | $2,839,176 | $2,839,176 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (32 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| AEW CORE PROPERTY TRUST | FMV | $11,666,380 | $11,666,380 |
| ARBOUR LANE CREDIT OPP FD II (B) LP | FMV | $2,295,764 | $2,295,764 |
| ARENA SHORT DURATION, HIGH YIELD FUND | FMV | $247,626 | $247,626 |
| AXIOM ASIA V LP | FMV | $4,936,861 | $4,936,861 |
| AXIOM INTL SMALL CAP | FMV | $5,773,048 | $5,773,048 |
| BOND II LP | FMV | $2,180,361 | $2,180,361 |
| BOND III, LP | FMV | $151,436 | $151,436 |
| CENTERBRIDGE PARTNERS RE FUND II LP | FMV | $314,032 | $314,032 |
| DALFEN | FMV | $1,251,888 | $1,251,888 |
| DAVIDSON KEMPNER | FMV | $3,315,540 | $3,315,540 |
| DOVER STREET (HARBORVEST) | FMV | $3,723,579 | $3,723,579 |
| FARALLON CAPITAL MANAGEMENT, LLC | FMV | $4,476,043 | $4,476,043 |
| FARALLON SPECIAL | FMV | $2,212,329 | $2,212,329 |
| GOLUB CAPITAL PARTNERS INTERNATIONAL, LP | FMV | $3,500,000 | $3,500,000 |
| INDUS SELECT FUND LTD | FMV | $12,064,596 | $12,064,596 |
| KAYNE MIDSTREAM | FMV | $5,482,896 | $5,482,896 |
| KENNEDY LEWIS | FMV | $3,926,393 | $3,926,393 |
| KENNEDY LEWIS III | FMV | $1,398,670 | $1,398,670 |
| LANDMARK REAL ESTATE PARTNERS VIII LP | FMV | $2,137,375 | $2,137,375 |
| LEGACY VENTURE IX LLC | FMV | $8,116,995 | $8,116,995 |
| LOOMIS COLLECTIVE | FMV | $7,040,072 | $7,040,072 |
| MARSHALL WACE | FMV | $4,334,859 | $4,334,859 |
| MAVERICK HOLDINGS C, LTD | FMV | $696,797 | $696,797 |
| MIDOCEAN PARTNERS V LP | FMV | $5,506,350 | $5,506,350 |
| NEWBURY EQUITY PARTNERS V CAYMAN LP | FMV | $3,055,622 | $3,055,622 |
| NEWPORT ASIA INTERNATIONAL FUND LP | FMV | $6,309,584 | $6,309,584 |
| PONTIFAX | FMV | $1,377,147 | $1,377,147 |
| RENAISSANCE INSTITUTIONAL DIVERSIFIED ALPHA FUND LLC (SERIES A) | FMV | $2,390,133 | $2,390,133 |
| THE VARDE FUND XIII LP | FMV | $5,523,864 | $5,523,864 |
| THOMAS BRAVO | FMV | $1,929,627 | $1,929,627 |
| TIGER INFRASTRUCTURE PARTNERS FD III | FMV | $837,035 | $837,035 |
| VOYA | FMV | $2,633,311 | $2,633,311 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (4 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|---|
| LEASEHOLD IMPROVEMENTS | $64,715 | $64,715 | $0 | |
| SOFTWARE | $50,820 | $50,820 | $0 | |
| BUILDING | $511,442 | $13,114 | $498,328 | $498,328 |
| LAND | $385,824 | $0 | $385,824 | $385,824 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $16,732 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $16,732 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| INTEREST RECEIVABLE | $98,884 | $15,189 | $15,189 |
| PROGRAM RELATED INVESTMENTS | $0 | $500,000 | $500,000 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED LOSSES | Desc |
| Amt | $46,092,186 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (10 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| SUPPLIES | $6,168 | $0 | $6,168 |
| COMMUNICATION AND OUTREACH | $45,114 | $0 | $45,114 |
| DUES AND SUBSCRIPTIONS | $19,180 | $0 | $19,180 |
| GRANT MAKING SOFTWARE EXPENSE | $50,224 | $0 | $50,224 |
| INSURANCE | $22,172 | $0 | $22,172 |
| OFFICE EXPENSES, TELECOM AND OPERATION SUPPORT | $89,971 | $0 | $151,420 |
| GRANTEE SUPPORT, CONTRACTS, AND TECHNICAL ASSISTANCE | $1,341,059 | $0 | $1,341,059 |
| OFFICE FURNITURE, COMPUTER AND TELECOM EQUIPMENT | $56,290 | $0 | $56,290 |
| PORTFOLIO DEDUCTIONS FROM SCHEDULE K-1 | $0 | $1,153,011 | $0 |
| MAIN ST. HOLDINGS, LLC EXPENSES | $152,671 | $134,406 | $18,265 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| IRS REFUND | $25,000 | $25,000 | |
| RETURNED GRANTS | $6,024 | $6,024 | |
| INCOME FROM PARTNERSHIP INVESTMENTS | $0 | $0 | -$18,127 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $314,694 | Amt |
| Net Investment Income | $314,694 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MACKENZIE SCOTT | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1201 THIRD AVE SUITE 4900 | AddressLine1Txt |
| City | SEATTLE | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98101 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXCISE TAXES | $70,000 | $0 | $0 |
| FOREIGN TAXES | $0 | $58,422 | $0 |