MONTANA HEALTHCARE FOUNDATION: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- MONTANA HEALTHCARE FOUNDATION (EIN 46-6854005)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-10-26
- IRS object ID
- 201702999349100205
- Schema version
- 2016v3.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- General Explanation Attachment
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-10-26T11:07:22-05:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 911194016 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLARK NUBER PS | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10900 NE 4TH STREET SUITE 1700 | AddressLine1Txt |
| City | BELLEVUE | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98004 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2016-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 466854005 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MONTANA HEALTHCARE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MONT | BusinessNameControlTxt |
| Phone | 4064517060 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 777 EAST MAIN NO 206 | AddressLine1Txt |
| City | BOZEMAN | CityNm |
| State Abbreviation | MT | StateAbbreviationCd |
| ZIP | 59715 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | AARON WERNHAM | PersonNm |
| Person Title | CEO | PersonTitleTxt |
| Phone | 4064517060 | PhoneNum |
| Signature | 2017-10-03 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JENNIFER BECKER HARRIS | PreparerPersonNm |
| PTIN | P00183358 | PTIN |
| Phone | 4254544919 | PhoneNum |
| Preparation | 2017-10-03 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 65.158.230.194 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2017-10-03 | IPDt |
| IP Tm | 11:12:25 | IPTm |
| IP Timezone | PD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 7283484C83D3A9F4D4FBF5C8B7F92B257B5394B1 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 5A2C0E52881784CA74C2BDFBEF5A9E0E53B0D81E | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $136,588,082 | 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 | $33,050,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $37,938 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $37,938 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $1,273,713 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,578,421 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $452,996 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $530,954 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $724,429 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Net Invst Incm | $10,815 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $34,814,647 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,351,603 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $364,805 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $50,881 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $313,924 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $256,276 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $17,317 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $238,959 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $87,516 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $12,988 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $84,082 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $15,899 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $7,950 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $22,976 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $12,026 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $6,013 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $6,013 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $335,037 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $322,242 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $12,796 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $22,760 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $8,516 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $63,844 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $63,800 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $60,839 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $60,839 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $1,897 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $1,897 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $447,276 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $94,070 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $444,020 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,668,175 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $519,977 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,249,306 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $3,050,344 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,915,373 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $4,718,519 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $519,977 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $4,164,679 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $30,096,128 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,831,626 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $46,190 | CashBOYAmt |
| Cash EOY | $66,790 | CashEOYAmt |
| Cash EOYFMV | $66,790 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $9,408,650 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $28,205,474 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $28,205,474 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $4,000 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $10,273 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $10,273 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $47,544,400 | CorporateStockBOYAmt |
| Corporate Stock EOY | $51,310,942 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $51,310,942 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $19,960,013 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $20,258,898 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $20,258,898 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $25,306,735 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $36,652,258 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $36,652,258 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $83,447 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $83,447 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $102,269,988 | TotalAssetsBOYAmt |
| Total Assets EOY | $136,588,082 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $136,588,082 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $50,159 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $37,465 | AccountsPayableEOYAmt |
| Grants Payable BOY | $829,740 | GrantsPayableBOYAmt |
| Grants Payable EOY | $964,711 | GrantsPayableEOYAmt |
| Total Liabilities BOY | $879,899 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,002,176 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $101,390,089 | UnrestrictedBOYAmt |
| Unrestricted EOY | $132,585,906 | UnrestrictedEOYAmt |
| Temporarily Restricted BOY | $0 | TemporarilyRestrictedBOYAmt |
| Temporarily Restricted EOY | $3,000,000 | TemporarilyRestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $101,390,089 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $135,585,906 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $102,269,988 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $136,588,082 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $101,390,089 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $30,096,128 | ExcessRevenueOverExpensesAmt |
| Other Increases | $4,099,689 | OtherIncreasesAmt |
| Subtotal | $135,585,906 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $135,585,906 | 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 |
|---|---|---|---|---|---|---|---|
| WTC CTF RESEARCH EQUITY PORTFOLIO | P | 2016-01-01 | 2016-12-31 | $66,175 | $69,518 | -$3,343 | -$3,343 |
| MARSHALL WACE FD PLC | P | 2016-04-01 | 2016-10-01 | $16,942 | $16,137 | $805 | $805 |
| CAPITAL GAINS FROM SCHEDULES K-1 | 2016-01-01 | 2016-12-31 | $279,130 | $279,130 | $279,130 | ||
| CAPITAL GAINS DIVIDENDS | P | $447,837 | $447,837 | $447,837 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $724,429 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $2,050,246 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $92,224,461 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.022231 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $1,379,543 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $44,399,808 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.031071 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $0 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $39,185,715 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.000000 | DistributionYr3Rt |
| Total Distribution | 0.053302 | TotalDistributionRt |
| Average Distribution | 0.017767 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $119,846,523 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $2,129,313 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $18,316 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $2,147,629 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $4,164,679 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $18,316 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $18,316 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $18,316 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $10,000 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $17,000 | AppliedToEsTaxAmt |
| Total Payments And Credits | $27,000 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $8,684 | OverpaymentAmt |
| Applied To ES Tax | $8,684 | 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 | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MT | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.MTHCF.ORG | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TED MADDEN | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4064517060 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 777 EAST MAIN NO 206 | AddressLine1Txt |
| City | BOZEMAN | CityNm |
| State Abbreviation | MT | StateAbbreviationCd |
| ZIP | 59715 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | Yes (1) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | Yes (1) | UndistributedIncomePYInd |
| Undistributed Income PY1 | 2015 | UndistributedIncomePY1Yr |
| Undistr Incm Sect4942a2 Not App | 0 | UndistrIncmSect4942a2NotAppInd |
| Undistr Incm Sect4942a2 App Yr1 | 2015 | UndistrIncmSect4942a2AppYr1Yr |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (8 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| WILLIAM UNDERRINER | ||||||||
| 777 EAST MAIN SUITE 206 | BOZEMAN | MT | 59715 | TREASURER | 8.00 | $24,000 | $0 | $0 |
| MICHAEL HARRINGTON | ||||||||
| 777 EAST MAIN SUITE 206 | BOZEMAN | MT | 59715 | TRUSTEE | 8.00 | $24,000 | $0 | $0 |
| DENIS PRAGER | ||||||||
| 777 EAST MAIN SUITE 206 | BOZEMAN | MT | 59715 | CHAIRMAN | 8.00 | $24,000 | $0 | $0 |
| MIGNON WATERMAN | ||||||||
| 777 EAST MAIN SUITE 206 | BOZEMAN | MT | 59715 | SECRETARY | 8.00 | $0 | $0 | $0 |
| JUDITH LAPAN | ||||||||
| 777 EAST MAIN SUITE 206 | BOZEMAN | MT | 59715 | TRUSTEE | 8.00 | $24,000 | $0 | $0 |
| JOANNE PIEPER | ||||||||
| 777 EAST MAIN SUITE 206 | BOZEMAN | MT | 59715 | VICE-CHAIRMAN | 8.00 | $24,000 | $0 | $0 |
| PAUL COOK | ||||||||
| 777 EAST MAIN SUITE 206 | BOZEMAN | MT | 59715 | TRUSTEE | 8.00 | $24,000 | $0 | $0 |
| AARON WERNHAM | ||||||||
| 777 EAST MAIN SUITE 206 | BOZEMAN | MT | 59715 | CEO | 40.00 | $220,805 | $17,414 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| THEODORE MADDEN | ||||||||
| 777 EAST MAIN SUITE 206 | BOZEMAN | MT | 59715 | COO | 40.00 | $86,587 | $12,893 | $0 |
| SCOTT MALLOY | ||||||||
| 777 EAST MAIN SUITE 206 | BOZEMAN | MT | 59715 | SNR PROGRAM OFFICER | 40.00 | $85,708 | $9,246 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| MANATT PHELPS & PHILLIPS LLP | |||||
| 11355 W OLYMPIC BLVD | LOS ANGELES | CA | 90064 | HEALTHCARE CONSULTANT | $250,000 |
| MONTICELLO ASSOCIATES | |||||
| 1800 LARMIER ST | DENVER | CO | 80202 | INVESTMENT ADVISOR | $200,000 |
| NATIONAL COUNCIL FOR BEHAVIORAL HEALTH | |||||
| 1400 K STREET STE 400 | WASHINGTON | DC | 20005 | HEALTHCARE CONSULTANT | $68,149 |
| WELLINGTON TRUST CO NA | |||||
| 2 EMBARCADERO CENTER STE 1645 | SAN FRANCISCO | CA | 94111 | INVESTMENT MANAGEMENT | $65,726 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | AMERICAN INDIAN HEALTH: SEE STATEMENT 13 | Description1Txt |
| Expenses1 | $80,000 | Expenses1Amt |
| Description2 | BEHAVIORAL HEALTH: SEE STATEMENT 13 | Description2Txt |
| Expenses2 | $130,000 | Expenses2Amt |
| Description3 | PARTNERSHIPS FOR BETTER HEALTH: SEE STATEMENT 13 | Description3Txt |
| Expenses3 | $50,000 | Expenses3Amt |
| Description4 | STRENGTHENING MONTANA'S SUBSTANCE USE DISORDER (SUD) PREVENTION AND TREATMENT SYSTEM: SEE STATEMENT 13 | Description4Txt |
| Expenses4 | $200,000 | 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 | $68,779,015 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $20,099,508 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $32,793,074 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $121,671,597 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $121,671,597 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,825,074 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $119,846,523 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $5,992,326 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $5,992,326 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $18,316 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $18,316 | TotalTaxAmt |
| Distributable Before Adj | $5,974,010 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $5,974,010 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $5,974,010 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $4,164,679 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $4,164,679 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $18,316 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $4,146,363 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $5,974,010 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $4,356,594 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $4,164,679 | QualifyingDistributionsAmt |
| Applied To Year1 | $4,164,679 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $0 | 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 | $191,915 | Taxable2Amt |
| Undistributed Income CY | $5,974,010 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | MONTANA HEALTHCARE FOUNDATION | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 777 E MAIN SUITE 206 | AddressLine1Txt |
| City | BOZEMAN | CityNm |
| State Abbreviation | MT | StateAbbreviationCd |
| ZIP | 59715 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 4064517060 | RecipientPhoneNum |
| Form And Info And Materials | THE GRANT APPLICATION FORM IS AVAILABLE ONLINE AT WWW.MTHCF.ORG. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | VARIES | SubmissionDeadlinesTxt |
| Restrictions On Awards | AWARDS RESTRICTED TO MONTANA BASED ORGANIZATIONS WHICH ARE EITHER TAX EXEMPT AS DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (EXCLUDING PRIVATE FOUNDATIONS), TAX EXEMPT EDUCATION INSTITUTIONS, STATE, TRIBAL, OR LOCAL GOVERNMENT AGENCIES. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (81 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| BARRETT HOSPITAL FOUNDATION | |||||||
| 600 HWY 91 SOUTH | DILLON | MT | 59725 | SO-III FI | SOUTHWESTERN MONTANA RURAL ACCOUNTABLE CARE | $25,000 | |
| BEAVERHEAD COUNTY PUBLIC HEALTH | |||||||
| 41 BARRETT ST | DILLON | MT | 59725 | GOV | INTEGRATING BEHAVIORAL AND PHYSICAL HEALTH IN RURAL SOUTHWEST MONTANA | $10,000 | |
| BIGHORN VALLEY HEALTH CENTER INC | |||||||
| 10 4TH ST WEST | HARDIN | MT | 59034 | PC | BVHC AT ST. LABRE SCHOOL: A SCHOOL-BASED HEALTH CENTER TO IMPROVE SCREENING AND TREATMENT OF DEPRESSION | $50,000 | |
| BILLINGS CLINIC | |||||||
| 2917 TENTH AVE N | BILLINGS | MT | 59107 | PC | TRAIN AND RETAIN: ESTABLISHING A MONTANA PSYCHIATRIC RESIDENCY TRAINING TRACK | $25,000 | |
| BLACKFEET TRIBAL HEALTH | |||||||
| PO BOX 866 | BROWNING | MT | 59417 | GOV | COMMUNITY BASED HEALTH SERVICES FOR BLACKFEET YOUTH | $10,000 | |
| BROWNING ALTERNATIVE SCHOOL | |||||||
| PO BOX 2021 | BROWNING | MT | 59417 | PC | USING BLACKFEET CULTURAL VALUES TO CREATE A TRAUMA INFORMED SCHOOL SETTING. | $7,500 | |
| COMMUNITY HEALTH PARTNERS | |||||||
| 214 EAST MENDENHALL | BOZEMAN | MT | 59715 | PC | CHP PARK COUNTY CONNECT PROGRAM: A COMMUNITY-BASED MODEL TO REDUCE ER HIGH-UTILIZATION. | $46,500 | |
| COMMUNITY HEALTH PARTNERS | |||||||
| 214 EAST MENDENHALL | BOZEMAN | MT | 59715 | PC | PROMOTORAS DE SALUD: BRIDGING LATINO HEALTH DISPARITIES IN WEST YELLOWSTONE AND BELGRADE | $10,000 | |
| CSKT TRIBAL HEALTH DEPARTMENT | |||||||
| PO BOX 880 | ST IGNATIUS | MT | 59865 | GOV | UNDERSTANDING AND UTILIZATION OF HEALTH CARE RESOURCES ON THE FLATHEAD INDIAN RESERVATION, MONTANA | $50,000 | |
| FORT PECK TRIBAL HEALTH DEPARTMENT | |||||||
| PO BOX 1027 | POPLAR | MT | 59255 | GOV | FORT PECK NEEDLE EXCHANGE PROGRAM | $25,000 | |
| FORT PECK TRIBES HEALTH PROMOTION DISEASE PREVENTION PROGRAM | |||||||
| PO BOX 1027 | POPLAR | MT | 59255 | GOV | FORT PECK TRIBES HPDP STAFF RECRUITMENT AND TELEMEDICINE SYSTEMS PROJECT | $12,500 | |
| GLACIER COUNTY EMERGENCY MEDICAL SERVICES | |||||||
| 512 E MAIN | CUT BANK | MT | 59427 | GOV | GLACIER COUNTY, MONTANA INTEGRATED MOBILE HEALTH | $25,000 | |
| HELENA INDIAN ALLIANCE | |||||||
| 501 EUCLID AVE | HELENA | MT | 59601 | PC | DEVELOPMENT OF BEST PRACTICES FOR EXCELLENCE IN OPIATE DEPENDENCE TREATMENT | $5,000 | |
| INTERMOUNTAIN DEACONESS CHILDREN'S SERVICES | |||||||
| 3240 DREDGE DR | HELENA | MT | 59602 | PC | ONSITE AND ON-CALL BEHAVIORAL HEALTH AND SUBSTANCE ABUSE SERVICES FOR AT-RISK HELENA YOUTH IN ALTERNATIVE HIGH SCHOOLS. | $20,000 | |
| KALISPELL REGIONAL HEALTHCARE | |||||||
| 310 SUNNYVIEW LN | KALISPELL | MT | 59901 | PC | POST-DELIVERY SUPPORT FOR NEONATAL ABSTINENCE SYNDROME (NAS) INFANTS AND THEIR PARENTS IN RURAL MONTANA | $25,000 | |
| LEWIS AND CLARK COUNTY | |||||||
| 316 NORTH PARK AVE | HELENA | MT | 59623 | GOV | LEWIS AND CLARK COUNTY MENTAL HEALTH STRATEGIC PLAN | $10,000 | |
| MESSENGERS FOR HEALTH | |||||||
| PO BOX 940 | CROW AGENCY | MT | 59022 | PC | TRADITIONAL RELATIONSHIPS IMPROVE CONTEMPORARY HEALTH | $37,500 | |
| MONTANA DEPARTMENT OF PUBLIC HEALTH AND HUMAN SERVICES | |||||||
| 100 N PARK AVE | HELENA | MT | 59620 | GOV | IMPROVING THE HEALTH OF MONTANANS THROUGH LOCAL AND TRIBAL PUBLIC HEALTH. | $150,000 | |
| MONTANA LEGAL SERVICES ASSOCIATION | |||||||
| 616 HELENA AVE SUITE 100 | HELENA | MT | 59601 | PC | MONTANA HEALTH JUSTICE PARTNERSHIP | $50,000 | |
| MONTANA PUBLIC RADIO-UNIVERSITY OF MONTANA FOUNDATION | |||||||
| UNIVERSITY OF MONTANA | MISSOULA | MT | 59812 | PC | MONTANA CARE ISSUE REPORTING | $10,000 | |
| NEIGHBORWORKS MONTANA | |||||||
| 509 1ST AVE SOUTH | GREAT FALLS | MT | 59401 | PC | MANUFACTURED HOUSING REHAB AND REPLACEMENT COLLABORATION | $10,000 | |
| NORTH VALLEY HOSPITAL FOUNDATION | |||||||
| 1600 HOSPITAL WAY | WHITEFISH | MT | 59937 | PC | VIRTUAL ACCESS FOR BEHAVIORAL HEALTHCARE SERVICES (VABHS) | $25,000 | |
| NORTHERN CHEYENNE TRIBAL BOARD OF HEALTH | |||||||
| PO BOX 67 | LAME DEER | MT | 59043 | GOV | NORTHERN CHEYENNE INJURY PREVENTION PROJECT | $50,000 | |
| PROVIDENCE MONTANA HEALTH FOUNDATION | |||||||
| 500 WEST BROADWAY | MISSOULA | MT | 59806 | PC | THE HOPE PROJECT OF LAKE COUNTY AND FLATHEAD RESERVATION: IMPROVING HEALTH OUTCOMES FOR MOM AND BABY IMPACTED BY SUBSTANCE ABUSE DURING PREGNANCY | $50,000 | |
| ROCKY BOY HEALTH BOARD | |||||||
| 96 CLINIC RD | BOX ELDER | MT | 59521 | GOV | ROCKY BOY HEALTH BOARD CENTRALIZED CODING, BILLING, AND REVENUE MAXIMIZATION PROJECT | $50,000 | |
| SIDNEY HEALTH CENTER | |||||||
| 216 14TH AVE SW | SIDNEY | MT | 59270 | PC | BAKKEN BEHAVIORAL HEALTH PROJECT | $10,000 | |
| BENEFITS HEALTH SYSTEM FOUNDATION | |||||||
| PO BOX 7008 | GREAT FALLS | MT | 59406 | PC | INTEGRATED BEHAVIORAL HEALTH FOR PRIMARY CARE PATIENTS IN GREAT FALLS AND NORTH CENTRAL MONTANA | $35,000 | |
| BILLINGS CLINIC | |||||||
| 2917 TENTH AVE N | BILLINGS | MT | 59107 | PC | AMERICAN INDIAN HEALTHCARE ADVOCATE (AHEAD) PROGRAM | $46,820 | |
| BILLINGS CLINIC | |||||||
| 2917 TENTH AVE N | BILLINGS | MT | 59107 | PC | TRANSFORMING PRIMARY CARE TO MEET THE NEEDS OF ALZHEIMER'S PATIENTS AND CAREGIVERS | $75,000 | |
| BLACKFEET TRIBE | |||||||
| 640 ALL CHIEFS RD | BROWNING | MT | 59417 | GOV | BLACKFEET CENTRALIZED THIRD PARTY BILLING SYSTEM | $50,000 | |
| BOZEMAN HEALTH FOUNDATION | |||||||
| 931 HIGHLAND BLVD SUITE 3200 | BOZEMAN | MT | 59715 | PC | INTEGRATING BEHAVIORAL HEALTH INTO AN INTERNAL MEDICINE TEAM | $32,700 | |
| CASCADE COUNTY COMMUNITY HEALTH CARE CENTER | |||||||
| 115 4TH ST S | GREAT FALLS | MT | 59401 | GOV | COMMUNITY HEALTH CARE CENTER INTEGRATED BEHAVIORAL HEALTH PROGRAM DEVELOPMENT PROJECT | $35,000 | |
| CENTER POLE | |||||||
| PO BOX 71 | GARRYOWEN | MT | 59031 | PC | OOSHA ITCHIK/HEALTHY FOOD SYSTEMS | $25,000 | |
| CONFEDERATED SALISH AND KOOTENAI TRIBES TRIBAL HEALTH DEPARTMENT | |||||||
| PO BOX 427 | ST IGNATIUS | MT | 59865 | GOV | THE CONFEDERATED SALISH AND KOOTENAI TRIBAL HEALTH INTEGRATED BEHAVIORAL HEALTH PROGRAM (IBH) | $35,000 | |
| DANIELS COUNTY HEALTH DEPARTMENT | |||||||
| 213 MAIN ST | SCOBEY | MT | 59263 | GOV | IMPROVING BEHAVIORAL HEALTH AWARENESS IN DANIELS COUNTY | $35,000 | |
| FLATHEAD COMMUNITY HEALTH CENTER | |||||||
| 1035 1ST AVE WEST | KALISPELL | MT | 59901 | GOV | FCHC/INTERMOUNTAIN INTEGRATED BEHAVIORAL HEALTH COLLABORATION | $35,000 | |
| FORT PECK TRIBAL HEALTH DEPARTMENT | |||||||
| PO BOX 1027 | POPLAR | MT | 59255 | GOV | FORT PECK TRIBAL HEALTH DEPARTMENT RAPID HIV AND HCV TESTING SERVICES | $25,000 | |
| FORT PECK TRIBES - SPOTTED BULL RECOVERY RESOURCE CENTER | |||||||
| 603 1/2 COURT AVE | POPLAR | MT | 59255 | GOV | FORT PECK SUBSTANCE ABUSE INPATIENT TREATMENT CENTER DEVELOPMENT PROJECT | $50,000 | |
| HELENA INDIAN ALLIANCE | |||||||
| 501 EUCLID AVE | HELENA | MT | 59601 | PC | HELENA INDIAN ALLIANCE MASTER PLAN | $25,000 | |
| HORSES SPIRITS HEALING INC | |||||||
| 7256 HWY 3 | BILLINGS | MT | 59106 | PC | EQUINE ASSISTED ACTIVITIES AND THERAPY (EAAT) FOR VETERANS AND RETURNING MILITARY - SE MONTANA | $20,000 | |
| INTERMOUNTAIN DEACONESS CHILDREN'S SERVICES | |||||||
| 3240 DREDGE DR | HELENA | MT | 59602 | PC | INTERMOUNTAIN/PUREVIEW INTEGRATED BEHAVIORAL HEALTH COLLABORATION | $35,000 | |
| LIVINGSTON HEALTHCARE FOUNDATION | |||||||
| 320 ALPENGLOW LN | LIVINGSTON | MT | 59047 | PC | INTEGRATING BEHAVIORAL HEALTH INTO PRIMARY CARE SERVICES IN PARK COUNTY | $63,359 | |
| MADISON COUNTY | |||||||
| PO BOX 278 | VIRGINIA CITY | MT | 59755 | GOV | INTEGRATING BEHAVIORAL AND PHYSICAL HEALTH IN MADISON COUNTY | $28,398 | |
| MISSOULA AGING SERVICES | |||||||
| 337 STEPHENS AVE | MISSOULA | MT | 59808 | PC | CARE TRANSITIONS ACHIEVING BETTER HEALTH OUTCOMES | $67,625 | |
| MISSOULA CITY-COUNTY DEPARTMENT OF GRANTS AND COMMUNITY PROGRAMS | |||||||
| 200 W BROADWAY | MISSOULA | MT | 59802 | GOV | MISSOULA COUNTY COLLABORATIVE CARE PLANNING SUMMIT | $20,000 | |
| MISSOULA URBAN INDIAN HEALTH CENTER | |||||||
| 830 WEST CENTRAL AVE | MISSOULA | MT | 59801 | PC | WALKING WELL WITH TRADITIONAL HEALING - WESTERN MONTANA, MISSOULA COUNTY AND SURROUNDING COUNTIES | $25,000 | |
| HUMAN RESOURCE DEVELOPMENT COUNCIL OF DISTRICT IX INC | |||||||
| 32 SOUTH TRACY | BOZEMAN | MT | 59715 | PC | ASSESSMENT OF COMMUNITY COSTS OF CHRONIC HOMELESSNESS | $20,000 | |
| MONTANA AMATEUR SPORTS INC DBA BIG SKY STATE GAMES | |||||||
| BOX 7136 | BILLINGS | MT | 59103 | PC | STATEWIDE FIT KIDS CLUBS | $195,000 | |
| MONTANA BUDGET AND POLICY CENTER | |||||||
| 101 NORTH LAST CHANCE GULCH SUITE | HELENA | MT | 59601 | PC | REPORT ON THE IMPACT OF MEDICAID REPEAL ON MONTANA'S BUDGET, HEALTHCARE PROVIDER, AND INDIVIDUALS | $8,000 | 220 |
| MONTANA HUMAN RIGHTS NETWORK | |||||||
| PO BOX 1509 | HELENA | MT | 59624 | PC | DOCUMENTING PATIENT EXPERIENCES WITH MONTANA'S MEDICAID EXPANSION | $20,000 | |
| MONTANA MEDICAL ASSOCIATION FOUNDATION | |||||||
| 2021 11TH AVENUE SUITE 1 | HELENA | MT | 59601 | PC | MONTANA HEALTH INFORMATION EXCHANGE FEASIBILITY DEVELOPMENT PLAN | $35,000 | |
| MONTANA PRIMARY CARE ASSOCIATION | |||||||
| 1805 EUCLID AVE | HELENA | MT | 59601 | PC | DOCUMENTING PATIENT EXPERIENCES WITH MONTANA'S MEDICAL EXPANSION | $16,400 | |
| MONTANA STATE UNIVERSITY - OFFICE OF RURAL HEALTH | |||||||
| PO BOX 172470 | BOZEMAN | MT | 59717 | GOV | MONTANA COMMUNITY HEALTH WORKER STAKEHOLDER PROJECT | $70,386 | |
| MONTANA STATE UNIVERSITY-CENTER FOR AMERICAN INDIAN AND RURAL HEALTH EQUITY | |||||||
| PO BOX 172380 | BOZEMAN | MT | 59718 | GOV | RESPONDING TO SECONDARY TRAUMA AMONG BLACKFEET VICTIM SERVICE PROVIDERS | $12,500 | |
| NATIONAL CENTER FOR APPROPRIATE TECHNOLOGY | |||||||
| 3040 CONTINENTAL DR | BUTTE | MT | 59702 | PC | MONTANA HEALTHY FOODS AND COMMUNITIES INITIATIVE (MHFCI) | $326,837 | |
| NEIGHBORWORKS MONTANA | |||||||
| 509 1ST AVE SOUTH | GREAT FALLS | MT | 59401 | PC | HOME MATTERS - LINKING HOMES AND HEALTH OUTCOMES | $10,000 | |
| NORTH AMERICAN INDIAN ALLIANCE | |||||||
| 55 E GALENA ST | BUTTE | MT | 59701 | PC | NORTH AMERICAN INDIAN ALLIANCE EHR AND REVENUE CYCLE OPTIMIZATION PROJECT | $7,500 | |
| NORTH VALLEY HOSPITAL FOUNDATION | |||||||
| 1600 HOSPITAL WAY | WHITEFISH | MT | 59937 | PC | SCHOOL BASED INTEGRATED BEHAVIORAL HEALTHCARE FOR STUDENTS (SIBHS) | $75,000 | |
| PARTNERSHIP HEALTH CENTER | |||||||
| 323 WEST ALDER ST | MISSOULA | MT | 59802 | PC | PARTNERSHIP HEALTH CENTER'S CARE MANAGEMENT FOR SUPER-UTILIZERS PROGRAM | $76,061 | |
| POVERELLO CENTER | |||||||
| 1110 WEST BROADWAY | MISSOULA | MT | 59801 | PC | MEDICAL RESPITE SHELTER FOR HOMELESS PATIENTS IN MISSOULA, MONTANA | $25,000 | |
| PROVIDENCE MONTANA HEALTH FOUNDATION | |||||||
| 500 WEST BROADWAY | MISSOULA | MT | 59806 | PC | PROVIDENCE MEDICAL GROUP INTEGRATED BEHAVIORAL HEALTH INITIATIVE | $75,000 | |
| RIVERSTONE HEALTH | |||||||
| 123 SOUTH 27TH ST | BILLINGS | MT | 59101 | PC | EXPANDING INTEGRATED BEHAVIORAL HEALTH CARE AND TRAINING IN PRIMARY CARE | $50,000 | |
| RIVERSTONE HEALTH | |||||||
| 123 SOUTH 27TH ST | BILLINGS | MT | 59101 | PC | INTEGRATED CLINICAL PHARMACY SERVICES BEST PRACTICES | $25,000 | |
| ROCKY MOUNTAIN TRIBAL EPIDEMIOLOGY CENTER | |||||||
| 711 CENTRAL AVE SUITE 220 | BILLINGS | MT | 59102 | PC | FEASIBILITY OF MAINTENANCE THERAPY IN PREGNANCY AMONG OPIOID USERS IN TRIBAL COMMUNITIES | $25,000 | |
| SPECIAL OLYMPICS MONTANA | |||||||
| 710 1ST AVE NORTH | GREAT FALLS | MT | 59401 | PC | INSURANCE ENROLLMENT, HEALTH SCREENINGS, AND FOLLOW-UP CARE FOR CSKT SPECIAL OLYMPICS ATHLETES | $10,000 | |
| SPROUT ORAL HEALTH | |||||||
| PO BOX 1028 | BOZEMAN | MT | 59771 | PC | SCHOOL NURSE FLUORIDE VARNISH PROGRAMS IN MONTANA ELEMENTARY SCHOOLS | $25,000 | |
| ST VINCENT HEALTHCARE FOUNDATION | |||||||
| 1105 NORTH 30TH ST | BILLINGS | MT | 59101 | PC | INTEGRATED PRENATAL CARE MODEL FOR NATIVE AMERICAN WOMEN: REDUCING SUBSTANCE ABUSE DURING PREGNANCY | $75,000 | |
| THE UNIVERSITY OF MONTANA-DEPARTMENT OF PSYCHOLOGY | |||||||
| C/O DEPARTMENT OF PSYCHOLOGY | MISSOULA | MT | 59812 | GOV | INTEGRATED BEHAVIORAL HEALTHCARE WORKFORCE DEVELOPMENT: FIELD TRAINING EXPERIENCE IN A MISSOULA FQHC | $22,414 | |
| UNIVERSITY OF MONTANA-ORSP | |||||||
| UNIVERSITY HALL-ROOM 116 | MISSOULA | MT | 59812 | GOV | ASSESSING ACCESS TO ASTHMA EDUCATION SERVICES FOR MONTANA'S AMERICAN INDIAN POPULATION | $25,000 | |
| WESTERN NATIVE VOICE | |||||||
| 220 SOUTH 27TH ST STE C/O | BILLINGS | MT | 59102 | PC | HELP ACT OUTREACH AND ASSISTANCE IN NATIVE AMERICAN COMMUNITIES ACROSS MONTANA. | $25,000 | |
| YOUTH DYNAMICS | |||||||
| 2334 LEWIS AVE | BILLINGS | MT | 59102 | PC | YOUTH DYNAMICS SUBSTANCE ABUSE TREATMENT PROGRAM EXPANSION PILOT PROGRAM | $68,073 | |
| MONTANA PUBLIC HEALTH ASSOCIATION | |||||||
| BOX 511 | CHOTEAU | MT | 59422 | PC | MPHA ANNUAL CONFERENCE SPONSORSHIP | $1,000 | |
| PHILANTHROPY NORTHWEST | |||||||
| 2101 FOURTH ST SUITE 650 | SEATTLE | WA | 98121 | PC | 2016 PNW CONF - MISSOULA - SCHOLARSHIP SPONSOR | $2,500 | |
| MONTANA PRIMARY CARE ASSOCIATION | |||||||
| 1805 EUCLID AVE | HELENA | MT | 59601 | PC | 2016 OUTREACH AND ENROLLMENT SUMMIT | $1,500 | |
| MONTANA NONPROFIT ASSOCIATION | |||||||
| 7 W 6TH SUITE 504 | HELENA | MT | 59624 | PC | MNA CONFERENCE SPONSORSHIP 2016 | $2,000 | |
| ALASKA SAFETY AVIATION FOUNDATION | |||||||
| 2811 MERRILL FIELD DR | ANCHORAGE | AK | 99501 | PC | DISCRETIONARY GRANT PER BOARD | $1,000 | |
| NATIONAL CENTER FOR APPROPRIATE TECHNOLOGY | |||||||
| PO BOX 3838 | BUTTE | MT | 59702 | PC | SCHOLARSHIP FUND FOR CONFERENCE | $1,000 | |
| WESTERN NATIVE VOICE | |||||||
| 220 SOUTH 27TH ST STE C | BILLINGS | MT | 59102 | PC | NATIVE WELLNESS SYMPOSIUM | $6,000 | |
| MONTANA CHAMBER FOUNDATION | |||||||
| PO BOX 1162 | HELENA | MT | 59601 | PC | SILVER SPONSORSHIP GRANT 2016 MONTANA HEALTHCARE FORUM | $2,500 | |
| MONTANA BUDGET AND POLICY CENTER | |||||||
| 101 NORTH LAST CHANCE GULCH SUITE | HELENA | MT | 59601 | PC | LEGISLATIVE SUMMIT CONFERENCE SUPPORT | $2,500 | 220 |
| PROVIDENCE MONTANA HEALTH FOUNDATION | |||||||
| PO BOX 4587 | MISSOULA | MT | 59806 | PC | WRAPPED IN HOPE PROJECT SPONSORSHIP | $9,300 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,915,373 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (21 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| BILLINGS CLINIC | ||||||
| 2917 TENTH AVE N | BILLINGS | MT | 59107 | PC | TRANSFORMING PRIMARY CARE TO MEET THE NEEDS OF ALZHEIMER'S PATIENTS AND CAREGIVERS | $75,000 |
| BLACKFEET TRIBE | ||||||
| 640 ALL CHIEFS RD | BROWNING | MT | 59417 | GOV | BLACKFEET CENTRALIZED THIRD PARTY BILLING SYSTEM | $50,000 |
| CENTER POLE | ||||||
| PO BOX 71 | GARRYOWEN | MT | 59031 | PC | OOSHA ITCHIK/HEALTHY FOOD SYSTEMS | $25,000 |
| FORT PECK TRIBAL HEALTH DEPARTMENT | ||||||
| PO BOX 1027 | POPLAR | MT | 59255 | GOV | FORT PECK TRIBAL HEALTH DEPARTMENT RAPID HIV AND HCV TESTING SERVICES | $25,000 |
| LIVINGSTON HEALTHCARE FOUNDATION | ||||||
| 320 ALPENGLOW LN | LIVINGSTON | MT | 59047 | PC | INTEGRATING BEHAVIORAL HEALTH INTO PRIMARY CARE SERVICES IN PARK COUNTY | $63,358 |
| MISSOULA AGING SERVICES | ||||||
| 337 STEPHENS AVE | MISSOULA | MT | 59808 | PC | CARE TRANSITIONS ACHIEVING BETTER HEALTH OUTCOMES | $67,624 |
| MISSOULA URBAN INDIAN HEALTH CENTER | ||||||
| 830 WEST CENTRAL AVE | MISSOULA | MT | 59801 | PC | WALKING WELL WITH TRADITIONAL HEALING - WESTERN MONTANA, MISSOULA COUNTY AND SURROUNDING COUNTIES | $25,000 |
| MONTANA MEDICAL ASSOCIATION FOUNDATION | ||||||
| 2021 11TH AVE SUITE 1 | HELENA | MT | 59601 | PC | MONTANA HEALTH INFORMATION EXCHANGE FEASIBILITY DEVELOPMENT PLAN | $15,000 |
| MONTANA STATE UNIVERSITY - OFFICE OF RURAL HEALTH | ||||||
| PO BOX 172470 | BOZEMAN | MT | 59717 | GOV | MONTANA COMMUNITY HEALTH WORKER STAKEHOLDER PROJECT | $70,386 |
| MONTANA STATE UNIVERSITY-CENTER FOR AMERICAN INDIAN AND RURAL HEALTH EQUITY | ||||||
| PO BOX 172380 | BOZEMAN | MT | 59718 | GOV | RESPONDING TO SECONDARY TRAUMA AMONG BLACKFEET VICTIM SERVICE PROVIDERS | $12,500 |
| NATIONAL CENTER FOR APPROPRIATE TECHNOLOGY | ||||||
| 3040 CONTINENTAL DR | BUTTE | MT | 59702 | PC | MONTANA HEALTHY FOODS AND COMMUNITIES INITIATIVE (MHFCI) | $50,000 |
| NORTH AMERICAN INDIAN ALLIANCE | ||||||
| 55 E GALENA ST | BUTTE | MT | 59701 | PC | NORTH AMERICAN INDIAN ALLIANCE EHR AND REVENUE CYCLE OPTIMIZATION PROJECT | $7,500 |
| NORTH VALLEY HOSPITAL FOUNDATION | ||||||
| 1600 HOSPITAL WAY | WHITEFISH | MT | 59937 | PC | SCHOOL BASED INTEGRATED BEHAVIORAL HEALTHCARE FOR STUDENTS (SIBHS) | $75,000 |
| PARTNERSHIP HEALTH CENTER | ||||||
| 323 WEST ALDER ST | MISSOULA | MT | 59802 | PC | PARTNERSHIP HEALTH CENTERS CARE MANAGEMENT FOR SUPER-UTILIZERS PROGRAM | $72,122 |
| POVERELLO CENTER | ||||||
| 1110 WEST BROADWAY | MISSOULA | MT | 59801 | PC | MEDICAL RESPITE SHELTER FOR HOMELESS PATIENTS IN MISSOULA, MONTANA | $25,000 |
| PROVIDENCE MONTANA HEALTH FOUNDATION | ||||||
| 500 WEST BROADWAY | MISSOULA | MT | 59806 | PC | PROVIDENCE MEDICAL GROUP INTEGRATED BEHAVIORAL HEALTH INITIATIVE | $75,000 |
| SPECIAL OLYMPICS MONTANA | ||||||
| 710 1ST AVE N | GREAT FALLS | MT | 59401 | PC | INSURANCE ENROLLMENT, HEALTH SCREENINGS, AND FOLLOW-UP CARE FOR CSKT SPECIAL OLYMPICS ATHLETES | $10,000 |
| SPROUT ORAL HEALTH | ||||||
| PO BOX 1028 | BOZEMAN | MT | 59771 | PC | SCHOOL NURSE FLUORIDE VARNISH PROGRAMS IN MONTANA ELEMENTARY SCHOOLS | $25,000 |
| ST VINCENT HEALTHCARE FOUNDATION | ||||||
| 1105 NORTH 30TH ST | BILLINGS | MT | 59101 | PC | INTEGRATED PRENATAL CARE MODEL FOR NATIVE AMERICAN WOMEN: REDUCING SUBSTANCE ABUSE DURING PREGNANCY | $75,000 |
| THE UNIVERSITY OF MONTANA-DEPARTMENT OF PSYCHOLOGY | ||||||
| C/O DEPARTMENT OF PSYCHOLOGY | MISSOULA | MT | 59812 | GOV | INTEGRATED BEHAVIORAL HEALTHCARE WORKFORCE DEVELOPMENT: FIELD TRAINING EXPERIENCE IN A MISSOULA FQHC | $22,414 |
| YOUTH DYNAMICS | ||||||
| 2334 LEWIS AVE | BILLINGS | MT | 59102 | PC | YOUTH DYNAMICS SUBSTANCE ABUSE TREATMENT PROGRAM EXPANSION PILOT PROGRAM | $68,072 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $933,976 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $37,938 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,273,713 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $452,996 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,764,647 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,764,647 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (3 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 | $30,000,000 | Yes (X) |
| MONTANA ATTORNEY GENERAL OFFICE | ||||||
| 2 | 215 NORTH SANDERS STREET | HELENA | MT | 59601 | $3,000,000 | Yes (X) |
| HILTON FOUNDATION | ||||||
| 3 | 30440 AGOURA ROAD | AGOURA HILLS | CA | 91301 | $50,000 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $12,026 | Amt |
| Net Investment Income | $6,013 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $6,013 | DisbursementsCharitablePrpsAmt |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp (2 entries)
| IdentifierIdentifierTxt | Form And Line ReferenceFormAndLineReferenceDesc | Medium ExplanationMediumExplanationTxt |
|---|---|---|
| SUMMARY OF DIRECT CHARITABLE ACTIVITIES | FORM 990-PF, PART IX-A | 1. AMERICAN INDIAN HEALTH: $80,000 MHCF WORKS WITH THE LEADERSHIP OF THE SEVEN TRIBAL HEALTH DEPARTMENTS AND FIVE URBAN INDIAN HEALTH CENTERS IN MONTANA, ALONG WITH THE MONTANA DEPARTMENT OF PUBLIC HEALTH AND HUMAN SERVICES (DPHHS), THE GOVERNOR'S OFFICE, AND OTHER STAKEHOLDERS TO DEVELOP AND IMPLEMENT STRATEGIES TO IMPROVE AMERICAN INDIAN HEALTH. THIS INCLUDED PROVIDING FINANCIAL AND STAFF SUPPORT TO THE TRIBAL AND URBAN INDIAN HEALTH DIRECTORS TO FORM THE AMERICAN INDIAN HEALTH LEADERS (AIHL) GROUP WHICH MEETS QUARTERLY. WE ALSO COMMISSIONED A REPORT ANALYZING THE AFFORDABLE CARE ACT'S IMPACT ON TRIBES AND THE CONSEQUENCES THAT A REPEAL WOULD HAVE IN TRIBAL COMMUNITIES. WE PROVIDED GRANTS THAT RESPONDED DIRECTLY TO HIGH PRIORITY AREAS IDENTIFIED BY THE AIHL GROUP. COMMON THEMES IN THE WORK WE HAVE COLLABORATED WITH THE GROUP INCLUDE SUPPORTING RESOURCES FOR NATIVE WOMEN STRUGGLING WITH ADDICTION WHILE PREGNANT; HELPING TRIBES OPEN SCHOOL-BASED CLINICS; PROVIDING RESOURCES FOR TREATING SUBSTANCE USE DISORDERS; AND ASSISTING TRIBAL HEALTH CENTERS WITH ESTABLISHING BILLING AND CODING SYSTEMS. 2. BEHAVIORAL HEALTH: $130,000INTEGRATED BEHAVIORAL HEALTH (IBH): MHCF ISSUED 14 GRANTS TO SUPPORT PLANNING AND IMPLEMENTATION OF IBH. WE CONTRACTED WITH THE NATIONAL COUNCIL OF BEHAVIORAL HEALTH WHICH PROVIDED INDIVIDUALIZED TRAINING AND TECHNICAL SUPPORT FOR EACH GRANTEE; CONDUCTED WEBINARS ON RELEVANT TOPICS; AND BEGAN DRAFTING RESEARCH PAPERS FOCUSED ON ADVANCING THE PRACTICE OF IBH IN MONTANA. CONVENING: MHCF LED AND SUPPORTED A SERIES OF DISCUSSIONS AMONG MONTANA'S MENTAL HEALTH AND CHEMICAL DEPENDENCY TREATMENT PROVIDERS THAT CULMINATED IN A DECISION TO DEVELOP A MONTANA BEHAVIORAL HEALTH ASSOCIATION. SUICIDE PREVENTION: DPHHS AND THE GOVERNOR'S OFFICE INVITED MHCF TO LEAD A COLLABORATIVE, MULTI-STAKEHOLDER EFFORT TO DEVELOP A STRATEGIC FRAMEWORK FOR REDUCING THE STATE'S SUICIDE RATE. CAPACITY BUILDING: MHCF WORKED TO BUILD HEALTH SYSTEM CAPACITY BY INVESTING ROUGHLY $86,500 IN GRANTS, CONTRACTS, AND STAFF TIME TO BRING $2.9 MILLION OF NEW REVENUE INTO MONTANA ORGANIZATIONS. TRAUMA-INFORMED PRACTICES (TIP): WITH THE OFFICE OF PUBLIC INSTRUCTION, MHCF CARRIED OUT A LITERATURE REVIEW AND LANDSCAPE ANALYSIS OF TIP IN MONTANA, AND PUBLISHED A REPORT.3. PARTNERSHIPS FOR BETTER HEALTH: $50,000IN THIS PORTFOLIO, WE ENGAGED IN EFFORTS TO SUPPORT THE DESIGN OF CLINICAL SERVICES AND PAYMENT STRUCTURES THAT WILL CONTRIBUTE TO IMPROVING HEALTH OUTCOMES AND REDUCE HEALTH EXPENDITURES. OTHER INITIATIVES LED BY MHCF FOCUSED ON SOCIAL DETERMINANTS OF HEALTH AND INTEGRATION INTO HEALTHCARE SERVICE DELIVERY SYSTEMS. MHCF INITIATED DISCUSSIONS WITH CORPORATION FOR SUPPORTIVE HOUSING TO START A PROGRAM ESTABLISHING TECHNICAL ASSISTANCE PROJECTS IN MONTANA. THIS INCLUDED RESEARCH AND DEMONSTRATION OF THE POSITIVE IMPACT OF SUPPORTIVE HOUSING PROJECTS ON LOCAL SERVICE DELIVERY NETWORKS. MHCF PARTICIPATED IN A STATEWIDE WORKGROUP ON HOUSING AND HEALTHCARE WITH THE MONTANA CONTINUUM OF CARE, THE DEPARTMENT OF COMMERCE, AND OTHER HOUSING AGENCIES REPRESENTING MONTANA COMMUNITIES. MHCF PARTNERED WITH THE OFFICE OF PUBLIC INSTRUCTION TO CONDUCT A LITERATURE AND LANDSCAPE REVIEW OF TRAUMA INFORMED PRACTICE IN EDUCATIONAL AND RELATED HEALTH SERVICE DELIVERY SYSTEMS IN MONTANA. FINDINGS WERE PRESENTED TO 12 ALTERNATIVE SCHOOL PROGRAMS, A STATEWIDE SUMMIT, AND DISSEMINATED BROADLY. MHCF CEO DR. AARON WERNHAM CONTINUED TO PARTICIPATE ON THE GOVERNOR'S COUNCIL ON HEALTHCARE INNOVATION AND REFORM WITH MET FOR THE FIRST TIME IN 2015. THIS COUNCIL OVERSAW THE DEVELOPMENT OF A STATE PLAN TO CONTAIN COSTS AND IMPROVE HEALTH SYSTEM PERFORMANCE THROUGH INNOVATIONS IN THE WAY SERVICES ARE DELIVERED AND PAID FOR BY PUBLIC AND PRIVATE PAYERS. DISCUSSIONS AT THE COUNCIL LED MONTANA TO APPLY SUCCESSFULLY TO PARTICIPATE IN THE CMS CPC+ PROGRAM.4. STRENGTHENING MONTANA'S SUBSTANCE USE DISORDER (SUD) PREVENTION AND TREATMENT SYSTEM: $200,000THROUGH A PARTNERSHIP WITH DPHHS AND MEDICAID LEADERSHIP, THE GOVERNOR'S OFFICE, AND HEALTHCARE SYSTEM STAKEHOLDERS, MHCF CONVENED HIGH-LEVEL DISCUSSIONS TO FIND SOLUTIONS TO THE PROBLEM OF UNMET NEED FOR EFFECTIVE SUD PREVENTION AND TREATMENT. WITH SUPPORT FROM THE GOVERNOR'S OFFICE, MHCF DEVELOPED A MEMORANDUM OF UNDERSTANDING WITH DPHHS THROUGH WHICH WE HIRED AN EXPERT CONTRACTOR (MANATT HEALTH) TO COMPLETE A LANDSCAPE ANALYSIS OF MONTANA'S CURRENT SYSTEM, AND A MENU OF PRACTICAL WAYS TO IMPROVE MONTANA'S TREATMENT SYSTEM. |
| FORM 990-PF, PART VII-B, LINE 2B | MONTANA HEALTHCARE FOUNDATION HAD UNDISTRIBUTED INCOME FOR 2015 AND IS APPLYING THE PROVISIONS OF IRC SECTION 4942(A)(2). FACTS: ON THE 2015 FORM 990-PF, AN INADVERTENT ERROR WAS MADE IN THE CALCULATION FOR PART X, LINE 1B FOR THE AVERAGE OF MONTHLY CASH BALANCES. THE FORMULA FOR DETERMINING THE AVERAGE CASH BALANCE WAS INCORRECT. ADDITIONALLY, MONTHLY ACCRUED INTEREST INCOME AMOUNTS WERE NOT INCLUDED IN THE ORIGINAL CALCULATION OF THE AVERAGE MONTHLY CASH BALANCE. THE ERROR WAS NOT WILLFUL AND WAS DUE TO REASONABLE CAUSE AS THE TAXPAYER RELIED ON OUTSIDE ADVISORS IN DETERMINING THE VALUE OF ITS NON-CHARITABLE USE ASSETS DURING THE YEAR. EVEN WITH PROPER REVIEW OF THE TAX RETURN, THESE ITEMS WERE INADVERTENTLY MISSED. THE DISCOVERY OF THE UNDER DISTRIBUTION OCCURRED IN 2017. ONCE IT WAS DISCOVERED, BOTH THE TAXPAYER AND THE OUTSIDE ADVISORS TOOK THE NECESSARY STEPS TO REMEDY THE 2015 UNDISTRIBUTED INCOME.CORRECTION: THE ACTIONS TAKEN (OR PLANNED) TO COMPLY WITH IRC SECTION 4942(A)(2)(B), (C), AND (D) ARE AS FOLLOWS:IRC SECTION 4942(A)(2)(B): THE UNDISTRIBUTED INCOME WAS DISTRIBUTED AS A QUALIFYING DISTRIBUTION WITHIN 90 DAYS OF DISCOVERY. IRC SECTION 4942(A)(2)(C): THIS DISCLOSURE ON THE TAX RETURN IS CONSIDERED NOTIFICATION TO THE INTERNAL REVENUE SERVICE THAT THE INCOME HAS BEEN DISTRIBUTED TO CORRECT ITS EARLIER FAILURE TO DISTRIBUTE. IRC SECTION 4942(A)(2)(D): ON ITS 2017 FORM 990-PF, PART XIII, LINE 4B, THE TAXPAYER INTENDS TO MAKE AN ELECTION UNDER TREAS REG. 53-4942(A)-3(D)(2) TO TREAT THE 2015 UNDISTRIBUTED INCOME AS A DISTRIBUTION MADE OUT OF UNDISTRIBUTED INCOME FOR 2017. |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | 1,942,367.977 SHS VANGUARD SHORT TERM BOND INDEX FUND | BondNm |
| EOY Book Value | $20,258,898 | EOYBookValueAmt |
| EOYFMV | $20,258,898 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (6 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 269,603.466 SHS DODGE & COX INTERNATIONAL STOCK FUND | $10,271,892 | $10,271,892 |
| 20,400 SHS I SHARES RUSSELL MID-CAP ETF | $3,648,744 | $3,648,744 |
| 317,166.729 SHS DFA EMERGING MARKETS CORE EQUITY | $5,506,014 | $5,506,014 |
| 648,550.264 SHS EDGEWOOD GROWTH INSTL | $14,404,301 | $14,404,301 |
| 404,294.431 SHS HARBOR SMALL CAP GROWTH OPPORTUNITIES FUND | $4,459,368 | $4,459,368 |
| 58,250 SHS SPDR S&P 500 ETF TRUST | $13,020,623 | $13,020,623 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (7 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| NEWPORT ASIA INTERNATIONAL FUND LP | FMV | $5,451,916 | $5,451,916 |
| WTC CTF RESEARCH EQUITY | FMV | $11,856,156 | $11,856,156 |
| INDUS SELECT FUND LTD | FMV | $9,312,691 | $9,312,691 |
| ETON PARK OVERSEAS FUND LTD | FMV | $2,452,613 | $2,452,613 |
| FARALLON CAPITAL MANAGEMENT, LLC | FMV | $2,612,744 | $2,612,744 |
| MARSHALL WACE FD PLC | FMV | $2,651,521 | $2,651,521 |
| MAVERICK FUND LTD | FMV | $2,314,617 | $2,314,617 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $15,899 | LegalFeesAmt |
| Net Investment Income | $7,950 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $22,976 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INTEREST RECEIVABLE | Desc |
| BOY Book Value | $0 | BOYBookValueAmt |
| EOY Book Value | $83,447 | EOYBookValueAmt |
| EOYFMV | $83,447 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (9 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| SUPPLIES & EQUIPMENT | $2,347 | $0 | $2,347 |
| SHIPPING & DELIVERY | $337 | $0 | $337 |
| DUES & SUBSCRIPTIONS | $10,576 | $0 | $10,648 |
| INSURANCE | $12,547 | $0 | $12,547 |
| OFFICE EXPENSE | $17,202 | $0 | $17,258 |
| WEBSITE EXPENSE | $480 | $0 | $4,080 |
| GRANT MAKING & RESEARCH | $396,347 | $0 | $389,363 |
| OTHER ADMINISTRATIVE EXPENSE | $7,440 | $0 | $7,440 |
| PORTFOLIO DEDUCTIONS FROM SCHEDULE K-1 | $0 | $94,070 | $0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| UNREALIZED GAINS | $4,099,640 |
| PRIOR PERIOD ASSET ADJUSTMENT | $49 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT MANAGEMENT FEES | $317,116 | $317,116 | $0 |
| CONSULTING FEES | $17,921 | $5,126 | $12,796 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXCISE TAXES | $22,760 | $0 | $0 |
| FOREIGN INCOME TAXES | $0 | $8,516 | $0 |