MONTANA HEALTHCARE FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- MONTANA HEALTHCARE FOUNDATION (EIN 46-6854005)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-11-10
- IRS object ID
- 202223149349102532
- Schema version
- 2021v4.2
- Note
- A later return for the same period supersedes this one.
- 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
- Distribution From Corpus Election
- Expenditure Responsibility Stmt
- General Explanation Attachment
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Land Etc Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-11-10T15:23:31-06:00 | ReturnTs |
| Tax Period End | 2021-12-31 | 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 | 2021-01-01 | 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 206 | 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 | 2022-11-07 | 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 |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JENNIFER BECKER HARRIS | PreparerPersonNm |
| PTIN | P00183358 | PTIN |
| Phone | 4254544919 | PhoneNum |
| Preparation | 2022-11-03 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $254,936,905 | 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 | $15,300,300 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $1,417 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,417 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $1,823,942 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $3,228,847 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $6,699,150 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $63,884,307 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $8,390,013 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $248,696 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $117,850 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $24,073,505 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $11,738,127 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $522,734 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $76,273 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $446,461 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $1,315,833 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $78,247 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $1,237,584 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $373,201 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $24,869 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $348,333 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $12,034 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $11,850 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $61,003 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $15,330 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $41,773 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $325,699 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $325,699 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $135,000 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $50,425 | 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 | $142,325 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $5,000 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $137,437 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $63,146 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $10,000 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $52,572 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $2,622 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $2,622 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,039,056 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $1,090,333 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $1,386,091 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $4,002,817 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,676,176 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $3,664,723 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $6,603,673 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $5,505,337 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $10,606,490 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,676,176 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $9,170,060 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $13,467,015 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $10,061,951 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $305,015 | CashBOYAmt |
| Cash EOY | $310,840 | CashEOYAmt |
| Cash EOYFMV | $310,840 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $5,818,081 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,470,681 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,470,681 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl BOY | $138 | AcctRcvblBOYAmt |
| Prepaid Expenses EOY | $15,029 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $15,029 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $88,558,122 | CorporateStockBOYAmt |
| Corporate Stock EOY | $109,894,622 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $109,894,622 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $12,425,480 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $23,205,488 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $23,205,488 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $104,651,302 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $119,931,197 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $119,931,197 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $115,535 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $105,371 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $20,328 | LandBOYAmt |
| Land EOY | $10,164 | LandEOYAmt |
| Land EOYFMV | $10,164 | LandEOYFMVAmt |
| Other Assets BOY | $67,008 | OtherAssetsBOYAmt |
| Other Assets EOY | $98,884 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $98,884 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $211,845,474 | TotalAssetsBOYAmt |
| Total Assets EOY | $254,936,905 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $254,936,905 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $94,452 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $132,231 | AccountsPayableEOYAmt |
| Grants Payable BOY | $2,056,595 | GrantsPayableBOYAmt |
| Grants Payable EOY | $2,754,931 | GrantsPayableEOYAmt |
| Total Liabilities BOY | $2,151,047 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $2,887,162 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $209,310,071 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $252,019,743 | NoDonorRstrNetAssestsEOYAmt |
| Donor Rstr Net Assets BOY | $384,356 | DonorRstrNetAssetsBOYAmt |
| Donor Rstr Net Assets EOY | $30,000 | DonorRstrNetAssetsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $209,694,427 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $252,049,743 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $211,845,474 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $254,936,905 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $209,694,427 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $13,467,015 | ExcessRevenueOverExpensesAmt |
| Other Increases | $28,888,301 | OtherIncreasesAmt |
| Subtotal | $252,049,743 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $252,049,743 | 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 | 2020-01-01 | 2021-12-31 | $40,602,882 | $40,602,874 | $8 | $8 |
| PUBLICLY TRADED SECURITIES | P | 2020-01-01 | 2021-12-31 | $9,183,750 | $6,121,609 | $3,062,141 | $3,062,141 |
| DIRECT FOREIGN INVESTMENTS | P | 2020-01-01 | 2021-12-31 | $9,369,412 | $7,144,887 | $2,224,525 | $2,224,525 |
| CAPITAL GAIN FROM SCHEDULE K-1 | P | 2020-01-01 | 2021-12-31 | $3,103,339 | $3,103,339 | $3,103,339 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $8,390,013 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $139,861 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $139,861 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $139,861 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $163,582 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $163,582 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $23,721 | OverpaymentAmt |
| Applied To ES Tax | $23,721 | 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 | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.MTHCF.ORG | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TED MADDEN | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4064517060 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 777 EAST MAIN 206 | AddressLine1Txt |
| City | BOZEMAN | CityNm |
| State Abbreviation | MT | StateAbbreviationCd |
| ZIP | 59715 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | Yes (1) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 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 206 | BOZEMAN | MT | 59715 | TREASURER | 9.00 | $36,000 | $0 | $0 |
| MICHAEL HARRINGTON | ||||||||
| 777 EAST MAIN SUITE 206 | BOZEMAN | MT | 59715 | CHAIR | 10.00 | $36,000 | $0 | $0 |
| DENIS PRAGER | ||||||||
| 777 EAST MAIN SUITE 206 | BOZEMAN | MT | 59715 | TRUSTEE | 2.30 | $24,000 | $0 | $0 |
| GERALD GRAY | ||||||||
| 777 EAST MAIN SUITE 206 | BOZEMAN | MT | 59715 | TRUSTEE | 9.00 | $36,000 | $0 | $0 |
| JUDITH LAPAN | ||||||||
| 777 EAST MAIN SUITE 206 | BOZEMAN | MT | 59715 | VICE-CHAIR | 9.00 | $36,000 | $0 | $0 |
| JOANNE PIEPER | ||||||||
| 777 EAST MAIN SUITE 206 | BOZEMAN | MT | 59715 | TRUSTEE | 9.00 | $36,000 | $0 | $0 |
| PAUL COOK | ||||||||
| 777 EAST MAIN SUITE 206 | BOZEMAN | MT | 59715 | SECRETARY | 9.00 | $36,000 | $0 | $0 |
| AARON WERNHAM | ||||||||
| 777 EAST MAIN SUITE 206 | BOZEMAN | MT | 59715 | CEO | 40.00 | $282,734 | $27,633 | $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 206 | BOZEMAN | MT | 59715 | COO | 40.00 | $173,379 | $22,119 | $0 |
| SCOTT MALLOY | ||||||||
| 777 EAST MAIN SUITE 206 | BOZEMAN | MT | 59715 | PROGRAM DIRECTOR | 40.00 | $157,568 | $21,353 | $0 |
| TRESSIE WHITE | ||||||||
| 777 EAST MAIN SUITE 206 | BOZEMAN | MT | 59715 | PROGRAM DIRECTOR | 40.00 | $145,201 | $19,861 | $0 |
| KELSEY GUMMER | ||||||||
| 777 EAST MAIN SUITE 206 | BOZEMAN | MT | 59715 | SENIOR PROGRAM OFFIC | 40.00 | $101,614 | $16,857 | $0 |
| KASSIE RUNSABOVE | ||||||||
| 777 EAST MAIN SUITE 206 | BOZEMAN | MT | 59715 | PROGRAM OFFICER | 40.00 | $96,785 | $17,640 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 6 | 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 | $210,000 |
| NEPC LLC | |||||
| DEPARTMENT 3570 BOX 4110 | WOBURN | MA | 018884110 | INVESTMENT CONSULTING | $186,352 |
| JG RESEARCH & EVALUATION | |||||
| 2103 BRIDGER DRIVE | BOZEMAN | MT | 59715 | EVALUATION | $92,000 |
| VISCERAL LLC | |||||
| 3631 5TH AVE | SAN DIEGO | CA | 92103 | WEB DESIGN | $75,000 |
| RJS & ASSOCIATES | |||||
| 435 OATS RD | BOX ELDER | MT | 59521 | GRANT WRITING | $62,587 |
| 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 14 | Description1Txt |
| Expenses1 | $780,000 | Expenses1Amt |
| Description2 | BEHAVIORAL HEALTH: SEE STATEMENT 14 | Description2Txt |
| Expenses2 | $3,500,000 | Expenses2Amt |
| Description3 | PUBLIC HEALTH: SEE STATEMENT 14 | Description3Txt |
| Expenses3 | $560,000 | Expenses3Amt |
| Description4 | OTHER CHARITABLE ACTIVITIES: SEE STATEMENT 14 | Description4Txt |
| Expenses4 | $650,000 | Expenses4Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $119,511,248 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $7,567,954 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $103,808,382 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $230,887,584 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $230,887,584 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $3,463,314 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $227,424,270 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $11,371,214 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $11,371,214 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $139,861 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $139,861 | TotalTaxAmt |
| Distributable Before Adj | $11,231,353 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $275 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $11,231,628 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $11,231,628 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $9,170,060 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $9,170,060 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $11,231,628 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $8,673,577 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $9,170,060 | QualifyingDistributionsAmt |
| Applied To Year1 | $8,673,577 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $300,000 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $196,483 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $300,000 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $11,035,145 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $300,000 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | MONTANA HEALTHCARE FOUNDATION | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 777 E MAIN SUITE 206 | AddressLine1Txt |
| City | BOZEMAN | CityNm |
| State Abbreviation | MT | StateAbbreviationCd |
| ZIP | 59715 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 4064517060 | RecipientPhoneNum |
| Form And Info And Materials | 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 (102 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 HIH DATA COORDINATION PROJECT | $21,448 |
| ADDICTIVE AND MENTAL DISORDERS DIVISION | ||||||
| 100 NORTH PARK SUITE 300 | HELENA | MT | 596202905 | GOV | MT CTC COACH-IN-TRAINING EXPANSION GRANT | $89,412 |
| ALL NATIONS HEALTH CENTER | ||||||
| 830 WEST CENTRAL AVE | MISSOULA | MT | 59801 | PC | ALL NATIONS HOUSING FEASIBILITY STUDY | $74,250 |
| 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 |
| ALLUVION HEALTH | ||||||
| 601 1ST AVE N | GREAT FALLS | MT | 59401 | PC | ALLUVION HEALTH VAUGH SCHOOLS SCHOOL WELLNESS INITIATIVE | $50,000 |
| AMERICAN FOUNDATION FOR SUICIDE PREVENTION | ||||||
| 2017 HARRISON AVE | BUTTE | MT | 59701 | PC | 9TH ANNUAL MONTANAN CONFERENCE ON SUICIDE PREVENTION | $1,500 |
| ARLEE COMMUNITY DEVELOPMENT CORPORATION | ||||||
| PO BOX 452 | ARLEE | MT | 59821 | PC | PIVOTING FROM EMERGENCY FOOD RESPONSE TO FOOD SOVEREIGNTY (FSC) PROGRAMMING WITH HEALTHY LOCAL FOODS | $60,000 |
| ASSOCIATION OF MONTANA PUBLIC HEALTH OFFICIALS | ||||||
| 34 WEST 6TH AVENUE SUITE 2E | HELENA | MT | 59601 | NC | HIGHER LOGIC COMMUNITY SHARING PLATFORM | $20,000 |
| AWARE INC | ||||||
| 205 EAST PARK | ANACONDA | MT | 59711 | PC | AWARE PACT SERVICE EXPANSION-REGION 4 | $75,000 |
| BEHAVIORAL HEALTH ALLIANCE OF MONTANA | ||||||
| PO BOX 7635 | MISSOULA | MT | 59807 | PC | GENERAL OPERATING FUNDING | $25,000 |
| BIG SKY AACAP | ||||||
| 2620 COLONIAL DR STE B | HELENA | MT | 59601 | PC | MONTANA PSYCHIATRY CONFERENCE SPONSORSHIP | $500 |
| 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 | BITTERROOT CASA ADVOCACY TRAINING & SUSTAINING | $27,913 |
| BUTTE SPIRIT CENTER | ||||||
| 1053 POINT OF ROCKS RD | WHITEHALL | MT | 59759 | PC | BUTTE SPIRIT HOME, SCALING UP STAFFING TO SUPPORT SUD RECOVERY HOME SUSTAINABILITY | $50,000 |
| CANCER SUPPORT COMMUNITY MONTANA | ||||||
| 102 S 11TH AVE | BOZEMAN | MT | 59715 | PC | EXPANSION OF BEHAVIORAL HEALTH PROGRAMS IN MISSOULA | $50,000 |
| CENTER FOR MENTAL HEALTH | ||||||
| 915 1ST AVE SOUTH | GREAT FALLS | MT | 59401 | PC | PACT TEAM EXPANSION & MACT IMPLEMENTATION | $67,000 |
| 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 |
| CHIPPEWA CREE TRIBE | ||||||
| 96 CLINIC RD N | BOX ELDER | MT | 59521 | GOV | ROCKY BOY FOOD SOVEREIGNTY PROJECT | $60,000 |
| 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 | $70,000 |
| DAY EAGLE HOPE PROJECT | ||||||
| 18243 STATE HIGHWAY 66 | HARLEM | MT | 59526 | PC | AANIIIH/NAKODA FOOD SOVEREIGNTY ON THE FORT BELKNAP INDIAN RESERVATION | $60,000 |
| DPHHS SENIOR AND LONG TERM CARE DIVISION | ||||||
| PO BOX 4210 | HELENA | MT | 59604 | GOV | INTERDEPARTMENTAL HOUSING INTEGRATION PROJECT (IHIP) | $75,000 |
| EASTERN MONTANA COMMUNITY MENTAL HEALTH CENTER | ||||||
| 2508 WILSON STREET | MILES CITY | MT | 59301 | PC | MACT SERVICES IN EASTERN MONTANA | $72,515 |
| FAST BLACKFEET | ||||||
| PO BOX 2460 | BROWNING | MT | 59417 | PC | SUSTAINING FOOD SECURITY WITH MNT SERVICE DELIVERY | $19,250 |
| FAST BLACKFEET | ||||||
| PO BOX 2460 | BROWNING | MT | 59417 | PC | WORKING TOWARD A HEALTHY, FOOD SECURE BLACKFEET NATION | $60,000 |
| 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 |
| GLACIER COUNTY HEALTH DEPARTMENT | ||||||
| 1210 E MAIN | CUT BANK | MT | 59427 | GOV | TRIBAL-COUNTY CRISIS COALITION LAUNCH (BLACKFEET - GLACIER) | $37,500 |
| GREATER VALLEY HEALTH CENTER | ||||||
| 1035 1ST AVE WEST SUITE 210 | KALISPELL | MT | 59901 | PC | SCHOOL BASED HEALTH CENTERS - PRIMARY CARE | $75,000 |
| HEALTHY MOTHERS HEALTHY BABIES - THE MONTANA COALITION | ||||||
| 318-320 N LAST CHANCE GULCH STE 2C | HELENA | MT | 59601 | PC | BUILDING BRIDGES FOR BETTER BIRTHS | $55,950 |
| HEALTHY MOTHERS HEALTHY BABIES - THE MONTANA COALITION | ||||||
| 318-320 N LAST CHANCE GULCH STE 2C | HELENA | MT | 59601 | PC | PERINATAL MENTAL HEALTH CONFERENCE 2021 | $1,000 |
| HEART BUTTE SCHOOLS | ||||||
| 1 NEW SCHOOL ROAD | HEART BUTTE | MT | 59448 | PC | FEATHER WOMAN HEALING LODGE BUSINESS PLAN | $25,000 |
| HELENA INDIAN ALLIANCE | ||||||
| 501 EUCLID AVENUE | HELENA | MT | 59601 | PC | NEW CLINIC ADDITION/DESIGN | $64,313 |
| HENRY J KAISER FAMILY FOUNDATION | ||||||
| 185 BERRY ST STE 2000 | SAN FRANCISCO | CA | 94107 | PC | KAISER HEALTH NEWS MONTANA HEALTH NEWS PARTNERSHIP | $200,086 |
| HOLY ROSARY HEALTHCARE FOUNDATION | ||||||
| 2600 WILSON STREET | MILES CITY | MT | 59301 | PC | EASTERN MONTANA PERINATAL BEHAVIORAL HEALTH | $111,270 |
| HUMAN RESOURCE DEVELOPMENT COUNCIL OF DISTRICT IX INC | ||||||
| 32 SOUTH TRACY | BOZEMAN | MT | 59715 | PC | HRDC RURAL HOUSING PLANNING GRANT: HOME REHABILITATION | $25,000 |
| HUMAN RESOURCE DEVELOPMENT COUNCIL OF DISTRICT IX INC | ||||||
| 32 SOUTH TRACY | BOZEMAN | MT | 59715 | PC | PARTNERSHIPS FOR PERMANENTLY SUPPORTIVE HOUSING PHASE 2 | $50,000 |
| 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 |
| KALISPELL REGIONAL MEDICAL CENTER INC DBA LOGAN HEALTH MEDICAL CENTER | ||||||
| 310 SUNNYVIEW LANE | KALISPELL | MT | 59901 | PC | C3_IBH FOR HIGH RISK PREGNANT WOMEN PHASE II: MEADOWLARK INITIATIVE | $25,000 |
| KALISPELL REGIONAL MEDICAL CENTER INC DBA LOGAN HEALTH MEDICAL CENTER | ||||||
| 310 SUNNYVIEW LANE | KALISPELL | MT | 59901 | PC | INTEGRATED BEHAVIORAL HEALTH OUTREACH | $100,000 |
| LINCOLN COUNTY LIBRARY FOUNDATION | ||||||
| 220 W E 6TH ST | LIBBY | MT | 59923 | PC | TROY LIBRARY AND OPPORTUNITY CENTER PLANNING GRANT | $25,000 |
| LITTLE SHELL TRIBE OF CHIPPEWA INDIANS OF MONTANA | ||||||
| 615 CENTRAL AVE WEST | GREAT FALLS | MT | 59404 | GOV | STRATEGIC PLANNING FOR LITTLE SHELL TRIBAL DEPARTMENTS | $147,407 |
| MADISON VALLEY HOSPITAL ASSOCIATION | ||||||
| 305 N MAIN | ENNIS | MT | 59729 | PC | INTEGRATED BEHAVIORAL HEALTH | $25,000 |
| MARCUS DALY MEMORIAL HOSPITAL | ||||||
| 1200 WESTWOOD DR | HAMILTON | MT | 59840 | PC | MARCUS DALY- IMPLEMENTATION OF INTEGRATED BEHAVIORAL HEALTH | $62,500 |
| MESSENGERS FOR HEALTH | ||||||
| PO BOX 940 | CROW AGENCY | MT | 59022 | PC | GOOD MEDICINE HEALING TRAINING SERIES | $2,152 |
| MESSENGERS FOR HEALTH | ||||||
| PO BOX 940 | CROW AGENCY | MT | 59022 | PC | INDIGENOUS EVALUATION AND DISSEMINATION OF THE BA NNILAH PROJECT | $74,771 |
| MISSION WEST COMMUNITY DEVELOPMENT PARTNERS | ||||||
| 407 MAIN ST SW | RONAN | MT | 59864 | PC | LOCAL FOOD FOR LOCAL FAMILIES: MONTANA SNAP FOOD BOX PILOT PROJECT | $74,809 |
| MONTANA BUDGET AND POLICY CENTER | ||||||
| 15 WEST 6TH AVENUE 3E | HELENA | MT | 59601 | PC | GENERAL SUPPORT GRANT | $50,000 |
| MONTANA FREE PRESS | ||||||
| PO BOX 1425 | HELENA | MT | 59624 | PC | HEALTH FROM MORE ANGLES: INTERSECTIONAL HEALTH CARE REPORTING AND ANALYSIS FOR MONTANA COMMUNITIES | $39,870 |
| 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 | GENERAL SUPPORT GRANT | $50,000 |
| MONTANA OFFICE OF PUBLIC INSTRUCTION | ||||||
| PO BOX 202501 | HELENA | MT | 59620 | GOV | SCHOOL WELLNESS INITIATIVE | $40,000 |
| MONTANA PUBLIC HEALTH ASSOCIATION | ||||||
| PO BOX 511 | CHOTEAU | MT | 594220511 | GOV | MPHA: DRIVING PUBLIC HEALTH FORWARD - A DYNAMIC RESPONSE TO WORKING TOGETHER EVENT | $10,000 |
| MONTANA PUBLIC HEALTH INSTITUTE | ||||||
| 235 SEGIAH WAY | KALISPELL | MT | 59901 | PC | MONTANA PUBLIC HEALTH INSTITUTE START UP | $200,000 |
| MONTANA PUBLIC HEALTH INSTITUTE | ||||||
| 235 SEGIAH WAY | KALISPELL | MT | 59901 | PC | UNLOCKING THE PUBLIC HEALTH SYSTEMS POTENTIAL TO IMPROVE BEHAVIORAL HEALTH IN MONTANA AN ENVIRONMENTAL SCAN. | $50,000 |
| MONTANA STATE UNIVERSITY - OFFICE OF RURAL HEALTH | ||||||
| PO BOX 172470 | BOZEMAN | MT | 597172470 | GOV | MONTANA RIDE REGIONAL INITIATIVES IN DENTAL EDUCATION | $25,000 |
| MONTANA STATE UNIVERSITY - OFFICE OF RURAL HEALTH | ||||||
| PO BOX 172470 | BOZEMAN | MT | 597172470 | GOV | SEMI-ANNUAL BUILDING HEALTHY COMMUNITIES CONFERENCE | $8,500 |
| MONTANA STATE UNIVERSITY FOUNDATION | ||||||
| PO BOX 172750 | BOZEMAN | MT | 597172750 | GOV | CLIMATE CHANGE AND HUMAN HEALTH IN MONTANA - THE FILM | $10,000 |
| MONTANA SUPREME COURT | ||||||
| 215 N SANDERS | HELENA | MT | 596203003 | GOV | ADULT DRUG COURT JUDICIAL DISTRICT MATCH SUPPORT NORTHERN CHEYENNE NATION | $5,000 |
| NAMIMT | ||||||
| PO BOX 1021 | HELENA | MT | 59624 | PC | NAMI MONTANA OPERATIONS GRANT | $25,000 |
| NEIGHBORWORKS MONTANA | ||||||
| 509 1ST AVENUE SOUTH | GREAT FALLS | MT | 59401 | PC | 2021 ANNUAL HOUSING CONFERENCE | $3,750 |
| NORTHERN CHEYENNE TRIBAL BOARD OF HEALTH | ||||||
| PO BOX 67 | LAME DEER | MT | 59043 | GOV | NORTHERN CHEYENNE SCHOOL WELLNESS PROJECT | $150,000 |
| NORTHWEST COMMUNITY HEALTH CENTER | ||||||
| 320 E 2ND STREET | LIBBY | MT | 59923 | PC | LIBBY RURAL HOUSING PLANNING GRANT | $25,000 |
| OFFICE OF THE COMMISSIONER OF HIGHER EDUCATION (OCHE) | ||||||
| 560 N PARK AVENUE | HELENA | MT | 596203201 | PC | MONTANA AMERICAN INDIAN POST-BACCALAUREATE PROGRAM-PREPARING AIAN STUDENTS FOR CAREERS AS PHYSICIANS | $25,000 |
| ONE HEALTH | ||||||
| 10 4TH STREET W | HARDIN | MT | 59034 | PC | C3_SACRED FAMILIES OF BIG HORN COUNTY - COMMUNITY-WIDE SUPPORT FOR EXPECTING FAMILIES | $75,000 |
| ONE HEALTH | ||||||
| 10 4TH STREET W | HARDIN | MT | 59034 | PC | INTEGRATED AND SUSTAINABLE SCHOOL BASED HEALTHCARE IN BIG HORN COUNTY | $150,000 |
| 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 |
| ONE VALLEY COMMUNITY FOUNDATION | ||||||
| 1627 WEST MAIN STREET | BOZEMAN | MT | 59715 | PC | A SEAT AT THE TABLE | $1,000 |
| OPEN AID ALLIANCE | ||||||
| 1500 W BROADWAY SUITE A | MISSOULA | MT | 59802 | PC | UNCOVERY TREATMENT CENTER EXPANSION PROJECT | $20,000 |
| OPPORTUNITIES INC | ||||||
| 905 1ST AVENUE NORTH | GREAT FALLS | MT | 59403 | PC | CUT BANK RURAL HOUSING PLANNING GRANT | $25,000 |
| PARK COUNTY | ||||||
| 414 EAST CALLENDER STREET | LIVINGSTON | MT | 59047 | GOV | 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 |
| PEOPLES PARTNERS FOR COMMUNITY DEVELOPMENT | ||||||
| PO BOX 955 | LAME DEER | MT | 59043 | PC | NORTHERN CHEYENNE FOOD INITIATIVES | $50,000 |
| PROVIDENCE MONTANA HEALTH FOUNDATION | ||||||
| 502 W SPRUCE | MISSOULA | MT | 59802 | PC | DR. JAMIE STRAUB, A CLINICIAN AND LEADER FOR IMPROVING PERINATAL BEHAVIORAL HEALTH IN LAKE COUNTY | $10,000 |
| PROVIDENCE MONTANA HEALTH FOUNDATION | ||||||
| 502 W SPRUCE | MISSOULA | MT | 59802 | PC | PROVIDENCE MONTANA IBH CONTINUATION AND SPECIALTY CLINIC EXPANSION | $60,000 |
| PROVIDENCE MONTANA HEALTH FOUNDATION | ||||||
| 502 W SPRUCE | MISSOULA | MT | 59802 | PC | PROVIDENCE ST. JOSEPH MEDICAL CENTER IBH CONSOLIDATION GRANT | $75,000 |
| PROVIDENCE MONTANA HEALTH FOUNDATION | ||||||
| 502 W SPRUCE | MISSOULA | MT | 59802 | PC | PROVIDENCE ST. JOSEPH MEDICAL CENTER'S JOURNEY OF HOPE | $75,000 |
| PUBLIC HEALTH SYSTEM IMPROVEMENT OFFICE PUBLIC HEALTH AND SAFETY DIVISION | ||||||
| 1400 BROADWAY STREET | HELENA | MT | 59620 | GOV | IMPROVING HEALTH THROUGH CROSS-SECTOR COLLABORATIONS | $230,000 |
| PULSE DBA JEFFERSON VALLEY EMS & RESCUE | ||||||
| PO BOX 511 | WHITEHALL | MT | 59759 | PC | JEFFERSON VALLEY COMMUNITY INTEGRATED HEALTH LAUNCH | $74,967 |
| RED LODGE AREA COMMUNITY FOUNDATION | ||||||
| 122 HAUSER S AVE | RED LODGE | MT | 59068 | PC | CARBON COUNTY AREA RIDE & TRANSIT: ADDRESSING RURAL ISOLATION & MOBILITY NEEDS | $49,952 |
| RIMROCK FOUNDATION | ||||||
| 1231 N 29TH ST | BILLINGS | MT | 59101 | PC | RIMROCK PROGRAM FOR ASSERTIVE COMMUNITY TREATMENT (PACT) | $67,148 |
| RIMROCK FOUNDATION | ||||||
| 1231 N 29TH ST | BILLINGS | MT | 59101 | PC | SUBSTANCE ABUSE CONNECT CRISIS DIVERSION PROJECT | $75,000 |
| ROOTS FAMILY COLLABORATIVE | ||||||
| 280 W KAGY SUITE D 230 | BOZEMAN | MT | 59715 | PC | ROOTS CONFERENCE SPONSORSHIP | $500 |
| SALISH AND KOOTENAI HOUSING AUTHORITY | ||||||
| PO BOX 38 | PABLO | MT | 59855 | GOV | FLATHEAD INDIAN RESERVATION HOUSING NEEDS ASSESSMENT AND HOMELESSNESS STUDY | $50,000 |
| SALISH AND KOOTENAI HOUSING AUTHORITY | ||||||
| PO BOX 38 | PABLO | MT | 59855 | GOV | TRAINING AND ONGOING TECHNICAL ASSISTANCE AND SUPPORT FOR TDO STAFF AT THE MORNING STAR PSH. | $9,950 |
| SAPPHIRE COMMUNITY HEALTH INC | ||||||
| 316 NORTH 3RD | HAMILTON | MT | 59840 | PC | RAVALLI COUNTY SCHOOL WELLNESS PROGRAM | $131,637 |
| SIDNEY HEALTH CENTER | ||||||
| 216 14TH AVE SW | SIDNEY | MT | 59270 | PC | C3_BAKKEN BEHAVIORAL HEALTH INTEGRATION | $75,000 |
| SOUTHWEST MONTANA COMMUNITY HEALTH CENTER | ||||||
| 445 CENTENNIAL AVE | BUTTE | MT | 59701 | PC | KENNEDY ELEMENTARY SCHOOL-BASED CLINIC | $62,500 |
| ST JAMES HEALTHCARE FOUNDATION | ||||||
| 400 S CLARK ST | BUTTE | MT | 59701 | PC | EMERGENCY MEDICAL RESPONSE IN JEFFERSON COUNTY: FEASIBILITY STUDY AND PLANNING | $25,000 |
| ST LUKE COMMUNITY HEALTHCARE FOUNDATION | ||||||
| 107 6TH AVE SW | RONAN | MT | 59864 | PC | C3_WRAPPED IN HOPE | $65,000 |
| ST PETER'S HEALTH FOUNDATION | ||||||
| 2475 E BROADWAY ST | HELENA | MT | 59601 | PC | HELENA REGIONAL HOUSING IS HEALTH CARE INITIATIVE IMPLEMENTATION | $50,000 |
| ST VINCENT HEALTHCARE FOUNDATION | ||||||
| 1106 NORTH 30TH STREET | BILLINGS | MT | 59101 | PC | CLINICAL SUPERVISION FOR INTEGRATED BEHAVIORAL HEALTH QUALITY AND SUSTAINABILITY | $75,000 |
| ST VINCENT HEALTHCARE FOUNDATION | ||||||
| 1106 NORTH 30TH STREET | BILLINGS | MT | 59101 | PC | MONTANA HEALTHCARE LEADERSHIP CONFERENCE | $5,000 |
| ST VINCENT HEALTHCARE FOUNDATION | ||||||
| 1106 NORTH 30TH STREET | BILLINGS | MT | 59101 | PC | MSCA WEBSITE ESTABLISHMENT | $3,950 |
| UNITED WAY OF YELLOWSTONE COUNTY | ||||||
| 2173 OVERLAND AVENUE | BILLINGS | MT | 59106 | PC | BILLINGS PERMANENT SUPPORTIVE HOUSING IMPLEMENTATION | $73,800 |
| UNIVERSITY OF MONTANA FOUNDATION | ||||||
| PO BOX 7159 | MISSOULA | MT | 59807 | GOV | AMERICAN INDIAN GOVERNANCE AND POLICY INSTITUTE (AIGPI) | $49,978 |
| UNIVERSITY OF MONTANA FOUNDATION | ||||||
| PO BOX 7159 | MISSOULA | MT | 59807 | GOV | DEVELOPMENT AND IMPLEMENTATION OF THE MONTANA PREVENTION CERTIFICATION BOARD | $75,000 |
| YELLOWSTONE BOYS AND GIRLS RANCH (YBGR) | ||||||
| 1732 SOUTH 72ND ST WEST | BILLINGS | MT | 59106 | PC | BEAVERHEAD COUNTY CRISIS RESPONSE TASK FORCE | $49,428 |
| YOUTH DYNAMICS | ||||||
| 2334 LEWIS AVENUE | BILLINGS | MT | 59102 | PC | BECOMING AN 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 | $5,505,337 | 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 |
|---|---|---|---|---|---|---|
| ACTION INC | ||||||
| 25 W SILVER ST | BUTTE | MT | 59701 | PC | BUTTE HIH DATA COORDINATION PROJECT | $21,448 |
| 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 |
| BILLINGS CLINIC | ||||||
| 2917 TENTH AVE N | BILLINGS | MT | 591071031 | PC | REGIONAL INTEGRATED BEHAVIORAL HEALTH INTEGRATION PROJECT | $200,000 |
| 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 |
| 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 | $105,000 |
| 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 |
| GLACIER COUNTY HEALTH DEPARTMENT | ||||||
| 1210 E MAIN | CUT BANK | MT | 59427 | GOV | TRIBAL-COUNTY CRISIS COALITION LAUNCH (BLACKFEET - GLACIER) | $37,499 |
| 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 |
| HELENA INDIAN ALLIANCE | ||||||
| 501 EUCLID AVENUE | HELENA | MT | 59601 | PC | NEW CLINIC ADDITION/DESIGN | $21,438 |
| 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 |
| 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 |
| MADISON VALLEY HOSPITAL ASSOCIATION | ||||||
| 305 N MAIN | ENNIS | MT | 59729 | PC | INTEGRATED BEHAVIORAL HEALTH | $25,000 |
| MESSENGERS FOR HEALTH | ||||||
| PO BOX 940 | CROW AGENCY | MT | 59022 | PC | INDIGENOUS EVALUATION AND DISSEMINATION OF THE BAA NNILAH PROJECT | $24,924 |
| 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 |
| MONTANA HEALTH NETWORK HEALTH INC | ||||||
| 519 PLEASANT STREET | MILES CITY | MT | 59301 | NC | EASTERN MONTANA INTEGRATED BEHAVIORAL HEALTH PROJECT | $186,481 |
| MONTANA PUBLIC HEALTH INSTITUTE | ||||||
| 235 SEGIAH WAY | KALISPELL | MT | 59901 | PC | MONTANA PUBLIC HEALTH INSTITUTE START UP | $400,000 |
| NORTHERN CHEYENNE TRIBAL BOARD OF HEALTH | ||||||
| PO BOX 67 | LAME DEER | MT | 59043 | GOV | NORTHERN CHEYENNE SCHOOL WELLNESS PROJECT | $124,988 |
| 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 | GOV | 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 |
| PEOPLES PARTNERS FOR COMMUNITY DEVELOPMENT | ||||||
| PO BOX 955 | LAME DEER MONTANA | MT | 59043 | PC | NORTHERN CHEYENNE FOOD INITIATIVES | $50,000 |
| PROVIDENCE MONTANA HEALTH FOUNDATION | ||||||
| 502 W SPRUCE | MISSOULA | MT | 59802 | PC | PROVIDENCE MONTANA IBH CONTINUATION AND SPECIALTY CLINIC EXPANSION | $115,000 |
| PROVIDENCE MONTANA HEALTH FOUNDATION | ||||||
| 502 W SPRUCE | MISSOULA | MT | 59802 | PC | PROVIDENCE ST. JOSEPH MEDICAL CENTER IBH CONSOLIDATION GRANT | $75,000 |
| 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 | $49,952 |
| RIMROCK FOUNDATION | ||||||
| 1231 N 29TH ST | BILLINGS | MT | 59101 | PC | SUBSTANCE ABUSE CONNECT CRISIS DIVERSION PROJECT | $75,000 |
| SAPPHIRE COMMUNITY HEALTH INC | ||||||
| 316 NORTH 3RD | HAMILTON | MT | 59840 | PC | RAVALLI COUNTY SCHOOL WELLNESS PROGRAM | $131,637 |
| SOUTHWEST MONTANA COMMUNITY HEALTH CENTER | ||||||
| 445 CENTENNIAL AVE | BUTTE | MT | 59701 | PC | KENNEDY ELEMENTARY SCHOOL-BASED CLINIC | $62,500 |
| ST PETER'S HEALTH FOUNDATION | ||||||
| 2475 E BROADWAY ST | HELENA | MT | 59601 | PC | HELENA REGIONAL HOUSING IS HEALTH CARE INITIATIVE IMPLEMENTATION | $50,000 |
| ST VINCENT HEALTHCARE FOUNDATION | ||||||
| 1106 NORTH 30TH STREET | BILLINGS | MT | 59101 | PC | CLINICAL SUPERVISION FOR INTEGRATED BEHAVIORAL HEALTH QUALITY AND SUSTAINABILITY | $75,000 |
| UNITED WAY OF YELLOWSTONE COUNTY | ||||||
| 2173 OVERLAND AVENUE | BILLINGS | MT | 59106 | PC | BILLINGS PERMANENT SUPPORTIVE HOUSING IMPLEMENTATION | $24,600 |
| UNIVERSITY OF MONTANA FOUNDATION | ||||||
| PO BOX 7159 | MISSOULA | MT | 59807 | GOV | DEVELOPMENT AND IMPLEMENTATION OF THE MONTANA PREVENTION CERTIFICATION BOARD | $25,000 |
| YOUTH DYNAMICS | ||||||
| 2334 LEWIS AVENUE | BILLINGS | MT | 59102 | PC | BECOMING AN 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 Apprv Fut | $2,654,888 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,417 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,823,942 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $6,699,150 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (3 entries)
| DescDesc | Related Or Exempt Function IncmRelatedOrExemptFunctionIncmAmt | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|---|
| MISCELLANEOUS INCOME | $275 | ||
| INCOME/LOSS FROM NON K-1 INVESTMENTS | 18 | $5,390 | |
| ALTERNATIVE INVESTMENT INCOME | 18 | $243,031 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $8,772,930 | ExclusionAmt |
| Related Or Exempt Function Incm | $275 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $8,773,205 | 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 | 11A | 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 | Yes (1) | 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 |
Transfer Schedule Detail TransferScheduleDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 1a(1) | LineNumberTxt |
| Involved | $20,000 | InvolvedAmt |
Noncharitable Exempt Org Name NoncharitableExemptOrgName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ASSOCIATION OF MONTANA PUBLIC HEALTH OFFICIALS | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transfers Trans And Shr Arrngm | HIGHER LOGIC COMMUNITY SHARING PLATFORM | TransfersTransAndShrArrngmDesc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| CARING FOR MONTANANS INC | ||||||
| 1 | 560 NORTH PARK AVENUE | HELENA | MT | 59601 | $15,000,000 | Yes (X) |
| THE BUILDERS INITIATIVE | ||||||
| 2 | PO BOX 2030 | BENTONVILLE | AR | 72712 | $300,000 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $61,003 | Amt |
| Net Investment Income | $15,330 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $41,773 | DisbursementsCharitablePrpsAmt |
Distribution From Corpus Election DistributionFromCorpusElection
| Field | Value | IRS element (for citing) |
|---|---|---|
| Election | SECTION 4942(H)(2) ELECTIONTREATMENT OF QUALIFYING DISTRIBUTIONSMONTANA HEALTHCARE FOUNDATIONEIN: 46-6854005777 EAST MAIN, #206, BOZEMAN, MT 59715FOR THE TAX YEAR ENDED DECEMBER 31, 2021PURSUANT TO IRC SEC. 4942(H)(2) AND REG. 53.4942(A)-3(D)(2), THE ABOVE REFERENCED FOUNDATION HEREBY ELECTS TO TREAT CURRENT YEAR QUALIFYING DISTRIBUTIONS IN EXCESS OF THE IMMEDIATELY PRECEDING TAX YEAR'S UNDISTRIBUTED INCOME AS BEING MADE OUT OF CORPUS IN THE AMOUNT OF $300,000 DUE TO THE REQUIREMENTS OF IRC SEC. 4942(G)(3). THE ELECTION IS HEREBY SIGNED WITH THE SIGNATURE OF THE FORM 8879-TE, THAT AUTHORIZES THE SIGNING AND ELECTRONIC FILING OF THE FORM 990-PF. THE SIGNED COPY OF THE ELECTION IS AVAILABLE UPON REQUEST.-------------------------------------------- ------------NAME AND TITLE DATE | ElectionDesc |
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 |
| COMMUNITY MEDICAL CENTER | |||||||||
| 2827 FORT MISSOULA RD | MISSOULA | MT | 59804 | 2019-04-01 | $200,000 | IN THIS PROJECT, COMMUNITY IMPLEMENTED INTEGRATED BEHAVIORAL HEALTH INTO ALL OF THEIR PRIMARY CARE CLINICS. THEY HAVE WELL-DEFINED TEAM-PRACTICES THAT INCLUDE WARM HAND-OFFS AND CARE TEAM MEETINGS. THEY HAVE DEVELOPED CARE PATHWAYS AND IMPLEMENTED UNIVERSAL SCREENINGS. THEY HAVE STARTED WORKING TOWARDS COLLABORATIVE CARE AND WILL FOCUS ON THAT AS PART OF THEIR IBH CONSOLIDATION GRANT. COMMUNITY EXPERIENCED SIGNIFICANT LEADERSHIP CHANGES DURING THE COURSE OF THE PROJECT AND THEY WERE STILL ABLE TO CONTINUE TO MOVE IBH FORWARD. WORKPLAN ITEMS CHANGED A BIT WHEN THEIR CLINICS IN LOLO AND FRENCHTOWN CLOSED. COMMUNITY WILL CONTINUE IMPLEMENTING IBH AND WILL FOCUS ON STRENGTHENING THEIR IBH PRACTICES AND IMPLEMENTING COLLABORATIVE CARE IN THEIR IBH CONSOLIDATION GRANT. | $200,000 | TO THE BEST OF OUR KNOWLEDGE, NO PORTION OF THE GRANT FUNDS WERE DIVERTED. | 11/30/2019, 4/30/2020, 10/31/2020, 4/30/2021, 11/30/2021 (FINAL) |
| COMMUNITY MEDICAL CENTER | |||||||||
| 2827 FORT MISSOULA RD | 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. | $70,000 | TO THE BEST OF OUR KNOWLEDGE, NO PORTION OF THE GRANT FUNDS WERE DIVERTED. | 5/16/2022 |
| MONTANA HEALTH NETWORK INC | |||||||||
| 519 PLEASANT STREET | MILES CITY | MT | 59301 | 2018-12-01 | $280,000 | THIS PROJECT WILL SUPPORT THE INTEGRATION OF BEHAVIORAL HEALTH INTO PRIMARY CARE FOR THE HEALTHCARE FACILITIES IN EASTERN MONTANA THAT DO NOT HAVE A LARGER HEALTH SYSTEM AFFILIATION. THE PROJECT WILL PULL TOGETHER RURAL CLINICS, HOSPITALS AND PARTNER ORGANIZATIONS THAT PROVIDE BEHAVIORAL HEALTH AND SUBSTANCE ABUSE TREATMENT SERVICES. THROUGH THIS GRANT, THE FRANCES MAHON DEACONESS HOSPITAL (GLASGOW), MCCONE COUNTY HEALTH CENTER (CIRCLE), PRAIRIE COMMUNITY HOSPITAL (TERRY), ROSEBUD HEALTH CENTER (FORSYTH), ROOSEVELT MEDICAL CENTER (CULBERTSON), SIDNEY HEALTH CENTER (SIDNEY) WILL IMPLEMENT INTEGRATED BEHAVIORAL HEALTH IN THEIR PRIMARY CARE PRACTICES. THE EASTERN MONTANA COMMUNITY MENTAL HEALTH CENTER (MILES CITY) IS A CLOSE PARTNER AND WILL HELP MEET THE BEHAVIORAL HEALTH NEEDS FOR THIS PROJECT. | $280,000 | TO THE BEST OF OUR KNOWLEDGE, NO PORTION OF THE GRANT FUNDS WERE DIVERTED. | 12/31/18, 06/30/19, 12/31/19, 06/30/20, 12/31/20, 6/30/21, 12/30/21 (FINAL) |
| MONTANA HEALTH NETWORK INC | |||||||||
| 519 PLEASANT STREET | MILES CITY | MT | 59301 | 2021-07-21 | $93,241 | 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. | $93,241 | TO THE BEST OF OUR KNOWLEDGE, NO PORTION OF THE GRANT FUNDS WERE DIVERTED. | 2/28/2022, 8/31/2022 |
| MONTANA PRIMARY CARE ASSOCIATION | |||||||||
| 1805 EUCLID AVE | HELENA | MT | 59601 | 2018-11-01 | $200,000 | THE COMMUNITY HEALTH CENTER/FEDERALLY QUALIFIED HEALTH CENTER (FQHC) MODEL IS, BY DEFINITION, BASED ON THE INTEGRATION OF PRIMARY CARE WITH ORAL HEALTH, BEHAVIORAL HEALTH AND PHARMACY SERVICES. IN PRACTICE, MONTANA'S FQHCS VARY CONSIDERABLY IN TERMS OF CLINIC SIZE, SERVICES, AND THE LEVEL OF SERVICE INTEGRATION THEY HAVE ACHIEVED, AND SUBSTANCE USE DISORDERS (SUD) ARE OFTEN NOT A MAJOR FOCUS. THROUGH THIS GRANT, MPCA WILL HIRE A FULL-TIME DIRECTOR OF IBH TO SUPPORT SYSTEM-WIDE IMPLEMENTATION. IN YEAR 1, 100% OF FQHCS WILL COMPLETE THE BASE ASSESSMENT IN THE FIRST QUARTER. 100% OF FQHC WILL MOVE AT LEAST ONE LEVEL EACH YEAR ON THE IMPLEMENTATION INTEGRATION SCALE FROM THEIR BASE DATA. THE DIRECTOR WILL COORDINATE ALL TRAINING AND TA IN THIS SUBJECT AREA. ALL TRAINING AND TECHNICAL ASSISTANCE WILL BE MEASURED IN THE MONTHLY REPORTING BY CENTERS FOR KEY PATIENT SERVICES AND OUTCOMES. SCREENING, BRIEF INTERVENTION, AND REFERRAL TO TREATMENT FOR SUD WILL BE A MAJOR FOCUS OF THE GRANT. | $200,000 | TO THE BEST OF OUR KNOWLEDGE, NO PORTION OF THE GRANT FUNDS WERE DIVERTED. | 12/31/2018, 05/31/2019, 11/30/2019, 05/31/2020, 3/31/2021 (FINAL) |
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: $780,000MHCF WORKS WITH LEADERSHIP FROM THE EIGHT TRIBAL HEALTH DEPARTMENTS AND FIVE URBAN INDIAN HEALTH CENTERS IN MONTANA, ALONG WITH 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 2021, MHCF SUPPORTED THE AIHL GROUP IN ITS COVID-19 RESPONSE, HIRING A CONSULTANT TO IDENTIFY FEDERAL COVID-RELATED FUNDING AND ASSISTING MEMBERS IN PROCURING THOSE FUNDS. 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 THREE FULL-TIME STAFF DEDICATED MAINLY TO THIS CHARITABLE ACTIVITY.2. BEHAVIORAL HEALTH: $3,500,000INTEGRATED BEHAVIORAL HEALTH: MHCF ISSUED EIGHT GRANTS TO SUPPORT THE PLANNING AND IMPLEMENTATION OF INTEGRATED BEHAVIORAL HEALTH IN MONTANA. MHCF STAFF 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 SEVEN GRANTS TO SUPPORT THE PLANNING AND IMPLEMENTATION OF BEHAVIORAL HEALTH CRISIS SYSTEMS. MHCF CONTINUED TO LEAD 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. MHCF PROVIDED GRANTS AND SUPPORTED TECHNICAL ASSISTANCE TO EXPAND THE IMPLEMENTATION OF ASSERTIVE COMMUNITY TREATMENT. THE MEADOWLARK INITIATIVE: IN 2021, MHCF ADDED FIVE NEW GRANTEES TO THIS INITIATIVE. THROUGH GRANTS AND TECHNICAL ASSISTANCE, MHCF HAS NOW SUPPORTED A TOTAL OF 19 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 2021, THE SECOND YEAR OF THE INITIATIVE, MHCF SUPPORTED NEW AND EXPANSION OF 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 COVER START-UP EXPENSES FOR CLINICS AT EIGHT SCHOOLS. THE HEALTH CARE PROVIDERS INCLUDED ONE TRIBAL HEALTH DEPARTMENT AND THREE FEDERALLY QUALIFIED 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 CLINIC SERVICE PLANNING, BUSINESS DEVELOPMENT, AND REVENUE GENERATION TO SUPPORT THE CLINICS BEYOND THE GRANT TERM, PARTNERSHIP FORMATION WITH SCHOOLS, AND OTHER ASPECTS OF SCHOOL-BASED CLINIC IMPLEMENTATION. GRANT APPLICATION ASSISTANCE: MHCF WORKED TO BUILD HEALTH SYSTEM CAPACITY BY INVESTING ROUGHLY $200,000 IN GRANTS, CONTRACTS, AND STAFF TIME TO IDENTIFY GRANT OPPORTUNITIES SUITABLE TO ADDRESS HEALTH CHALLENGES IN MONTANA (INCLUDING COVID-19) AND TO HELP MONTANA-BASED NONPROFITS, TRIBES, AND GOVERNMENT AGENCIES TO APPLY. IN TOTAL, THIS RESULTED IN BRINGING OVER $8.2 MILLION OF NEW REVENUE INTO THE STATE.3. PUBLIC HEALTH: $560,000MHCF WORKS TO STRENGTHEN MONTANA'S PUBLIC HEALTH SYSTEM BY SUPPORTING LOCAL AND TRIBAL PUBLIC HEALTH DEPARTMENTS. IN 2021, 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. THE FUNDING WAS USED IN 2021, IN PART TO ASSIST COUNTIES AND TRIBES WITH THEIR COVID-19 RESPONSE. 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 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 2021, MTPHI GREW TO PLAY AN ESSENTIAL ROLE IN SUPPORTING LOCAL HEALTH DEPARTMENTS, PROVIDING TECHNICAL SUPPORT ON THE IMPLEMENTATION OF NEW BEHAVIORAL HEALTH PROGRAMS, A REVIEW OF STATE SUPPORT FOR LOCAL COVID RESPONSE, AND RESEARCHING AND PROVIDING GUIDANCE ON THE IMPLEMENTATION OF NEW STATE PUBLIC HEALTH LAWS. 4. OTHER CHARITABLE ACTIVITY: $650,000HOUSING 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 ALSO AWARDED ONE DEVELOPMENT 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. MHCF CONDUCTED FACILITATED PLANNING SESSIONS WITH THE DEPARTMENT OF PUBLIC HEALTH AND HUMAN SERVICES, DEPARTMENT OF HOUSING, 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, AND BOZEMAN WERE ABLE TO BEGIN HOUSING HOMELESS HIGH UTILIZERS IN 2021. MEDICAID AND HEALTH POLICY: TO SUPPORT A STRONG HEALTH SYSTEM THAT PROVIDES FOR THE NEEDS OF ALL MONTANANS, EACH YEAR, MHCF COMMISSIONS, CONTRIBUTES TO, AND BROADLY DISSEMINATES ECONOMIC, HEALTH, AND FISCAL IMPACT REPORTS ON KEY HEALTH POLICY QUESTIONS. IN 2021 THESE INCLUDED, FOR EXAMPLE, RESEARCH CONDUCTED FOR REPORTS INCLUDING "2021 ANNUAL REPORT: MEDICAID IN MONTANA AND "MEDICAID IN MONTANA: THE CRITICAL ROLE OF MEDICAID EXPANSION IN SUPPORTING MONTANA'S BEHAVIORAL HEALTH SYSTEM." | MediumExplanationTxt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | 2,187,133.668 SHS VANGUARD SHORT TERM BOND IDX I | BondNm |
| EOY Book Value | $23,205,488 | EOYBookValueAmt |
| EOYFMV | $23,205,488 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (7 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 259,512.697 SHS EDGEWOOD GROWTH FUND CLASS | $15,697,923 | $15,697,923 |
| 417,825.697 SHS EMERGING MARTKETS CORE EQUITY | $10,462,355 | $10,462,355 |
| 263,697,835 SHS DODGE & COX INTERNATIONAL | $12,470,271 | $12,470,271 |
| 240,967.128 SHS FIDELITY 500 INDEX FUND | $39,836,686 | $39,836,686 |
| 239,586.856 SHS FIDELITY MID CAP INDEX | $7,664,383 | $7,664,383 |
| 1,141,106.421 SHS FIDELITY LARGE CAP VALUE INDEX FUND | $18,645,679 | $18,645,679 |
| 355,562.310 SHS HARBOR SMALL CAP GROWTH FUND | $5,117,325 | $5,117,325 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (30 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| AEW CORE PROPERTY TRUST | FMV | $10,828,000 | $10,828,000 |
| ARBOUR LANE CREDIT OPP FD II (B) LP | FMV | $1,034,615 | $1,034,615 |
| ARENA SHORT DURATION, HIGH YIELD FUND | FMV | $8,060,532 | $8,060,532 |
| AXIOM ASIA V LP | FMV | $4,808,870 | $4,808,870 |
| AXIOM INTL SMALL CAP | FMV | $8,649,540 | $8,649,540 |
| BOND II LP | FMV | $1,477,020 | $1,477,020 |
| CANYON DISTRESSED OPPORTUNITY FUND II (CAYMAN), LP | FMV | $23,720 | $23,720 |
| CANYON VALUE REALIZATION FUND (CAYMAN), LTD | FMV | $45,901 | $45,901 |
| CENTERBRIDGE PARTNERS RE FUND II LP | FMV | $103,441 | $103,441 |
| DAVIDSON KEMPNER | FMV | $3,338,091 | $3,338,091 |
| DOVER STREET (HARBORVEST) | FMV | $2,708,053 | $2,708,053 |
| ETON PARK OVERSEAS FUND LTD | FMV | $1,172 | $1,172 |
| FARALLON CAPITAL MANAGEMENT, LLC | FMV | $4,506,616 | $4,506,616 |
| FARALLON SPECIAL | FMV | $2,851,917 | $2,851,917 |
| GOLUB CAPITAL PARTNERS INTERNATIONAL, LP | FMV | $3,500,000 | $3,500,000 |
| INDUS SELECT FUND LTD | FMV | $15,269,895 | $15,269,895 |
| KAYNE MIDSTREAM | FMV | $8,389,520 | $8,389,520 |
| KENNEDY LEWIS | FMV | $3,746,787 | $3,746,787 |
| LANDMARK REAL ESTATE PARTNERS VIII LP | FMV | $1,859,968 | $1,859,968 |
| LEGACY VENTURE IX LLC | FMV | $5,784,464 | $5,784,464 |
| MAVERICK HOLDINGS C, LTD | FMV | $1,824,871 | $1,824,871 |
| MIDOCEAN PARTNERS V LP | FMV | $4,976,885 | $4,976,885 |
| MW EUREKA FUND | FMV | $4,186,340 | $4,186,340 |
| NEWBURY EQUITY PARTNERS V CAYMAN LP | FMV | $1,903,300 | $1,903,300 |
| NEWPORT ASIA INTERNATIONAL FUND LP | FMV | $9,543,001 | $9,543,001 |
| PONTIFAX | FMV | $777,802 | $777,802 |
| RENAISSANCE INSTITUTIONAL DIVERSIFIED ALPHA FUND LLC (SERIES A) | FMV | $2,713,458 | $2,713,458 |
| THE VARDE FUND XIII LP | FMV | $3,465,834 | $3,465,834 |
| TIGER INFRASTRUCTURE PARTNERS FD III | FMV | $788,774 | $788,774 |
| VOYA | FMV | $2,762,810 | $2,762,810 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|---|
| LEASEHOLD IMPROVEMENTS | $64,715 | $64,715 | $0 | |
| SOFTWARE | $50,820 | $40,656 | $10,164 | $10,164 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $12,034 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $11,850 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INTEREST RECEIVABLE | Desc |
| BOY Book Value | $67,008 | BOYBookValueAmt |
| EOY Book Value | $98,884 | EOYBookValueAmt |
| EOYFMV | $98,884 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (9 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| SUPPLIES | $9,279 | $0 | $9,279 |
| COMMUNICATION AND OUTREACH | $104,669 | $0 | $104,669 |
| DUES AND SUBSCRIPTIONS | $24,069 | $0 | $24,069 |
| GRANT MAKING SOFTWARE EXPENSE | $47,400 | $0 | $44,163 |
| INSURANCE | $20,421 | $0 | $20,421 |
| OFFICE EXPENSES, TELECOM AND OPERATION SUPPORT | $74,783 | $0 | $73,786 |
| GRANTEE SUPPORT, CONTRACTS, AND TECHNICAL ASSISTANCE | $677,117 | $0 | $1,028,386 |
| OFFICE FURNITURE, COMPUTER AND TELECOM EQUIPMENT | $81,318 | $0 | $81,318 |
| PORTFOLIO DEDUCTIONS FROM SCHEDULE K-1 | $0 | $1,090,333 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| MISCELLANEOUS INCOME | $275 | $275 | |
| INCOME/LOSS FROM NON K-1 INVESTMENTS | $5,390 | $5,390 | |
| ALTERNATIVE INVESTMENT INCOME | $243,031 | $243,031 | $117,850 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAINS | Desc |
| Amt | $28,888,301 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $325,699 | Amt |
| Net Investment Income | $325,699 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXCISE TAXES | $135,000 | $0 | $0 |
| FOREIGN INCOME TAXES | $0 | $50,425 | $0 |