2017-10-26T11:07:22-05:00 2016-12-31 911194016 CLARK NUBER PS 10900 NE 4TH STREET SUITE 1700 BELLEVUE WA 98004 990PF 2016-01-01 466854005 MONTANA HEALTHCARE FOUNDATION MONT 4064517060 777 EAST MAIN NO 206 BOZEMAN MT 59715 AARON WERNHAM CEO 4064517060 2017-10-03 1 JENNIFER BECKER HARRIS P00183358 4254544919 2017-10-03 65.158.230.194 2017-10-03 11:12:25 PD P 7283484C83D3A9F4D4FBF5C8B7F92B257B5394B1 5A2C0E52881784CA74C2BDFBEF5A9E0E53B0D81E 2016 2021-01-29 14:40:06Z X 136588082 X 33050000 37938 37938 1273713 1578421 452996 530954 724429 10815 34814647 2351603 364805 50881 313924 256276 17317 238959 87516 12988 84082 15899 7950 22976 12026 6013 6013 335037 322242 12796 22760 8516 0 63844 0 63800 60839 0 60839 1897 0 1897 447276 94070 444020 1668175 519977 1249306 3050344 2915373 4718519 519977 4164679 30096128 1831626 46190 66790 66790 9408650 28205474 28205474 4000 10273 10273 47544400 51310942 51310942 19960013 20258898 20258898 25306735 36652258 36652258 0 83447 83447 102269988 136588082 136588082 50159 37465 829740 964711 879899 1002176 X 101390089 132585906 0 3000000 101390089 135585906 102269988 136588082 101390089 30096128 4099689 135585906 0 135585906 WTC CTF RESEARCH EQUITY PORTFOLIO P 2016-01-01 2016-12-31 66175 69518 -3343 -3343 MARSHALL WACE FD PLC P 2016-04-01 2016-10-01 16942 16137 805 805 CAPITAL GAINS FROM SCHEDULES K-1 2016-01-01 2016-12-31 279130 279130 279130 CAPITAL GAINS DIVIDENDS P 447837 447837 447837 724429 0 2050246 92224461 0.022231 1379543 44399808 0.031071 0 39185715 0.000000 0.053302 0.017767 119846523 2129313 18316 2147629 4164679 X 18316 0 18316 0 18316 10000 17000 27000 X 8684 8684 0 0 0 0 0 0 0 0 0 0 0 1 1 MT 1 0 0 0 0 1 WWW.MTHCF.ORG TED MADDEN 4064517060 777 EAST MAIN NO 206 BOZEMAN MT 59715 0 0 0 1 1 0 0 0 0 1 2015 0 2015 0 0 0 0 0 0 0 0 0 0 0 WILLIAM UNDERRINER 777 EAST MAIN SUITE 206 BOZEMAN MT 59715 TREASURER 8.00 24000 0 0 MICHAEL HARRINGTON 777 EAST MAIN SUITE 206 BOZEMAN MT 59715 TRUSTEE 8.00 24000 0 0 DENIS PRAGER 777 EAST MAIN SUITE 206 BOZEMAN MT 59715 CHAIRMAN 8.00 24000 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 24000 0 0 JOANNE PIEPER 777 EAST MAIN SUITE 206 BOZEMAN MT 59715 VICE-CHAIRMAN 8.00 24000 0 0 PAUL COOK 777 EAST MAIN SUITE 206 BOZEMAN MT 59715 TRUSTEE 8.00 24000 0 0 AARON WERNHAM 777 EAST MAIN SUITE 206 BOZEMAN MT 59715 CEO 40.00 220805 17414 0 THEODORE MADDEN 777 EAST MAIN SUITE 206 BOZEMAN MT 59715 COO 40.00 86587 12893 0 SCOTT MALLOY 777 EAST MAIN SUITE 206 BOZEMAN MT 59715 SNR PROGRAM OFFICER 40.00 85708 9246 0 0 MANATT PHELPS & PHILLIPS LLP 11355 W OLYMPIC BLVD LOS ANGELES CA 90064 HEALTHCARE CONSULTANT 250000 MONTICELLO ASSOCIATES 1800 LARMIER ST DENVER CO 80202 INVESTMENT ADVISOR 200000 NATIONAL COUNCIL FOR BEHAVIORAL HEALTH 1400 K STREET STE 400 WASHINGTON DC 20005 HEALTHCARE CONSULTANT 68149 WELLINGTON TRUST CO NA 2 EMBARCADERO CENTER STE 1645 SAN FRANCISCO CA 94111 INVESTMENT MANAGEMENT 65726 0 AMERICAN INDIAN HEALTH: SEE STATEMENT 13 80000 BEHAVIORAL HEALTH: SEE STATEMENT 13 130000 PARTNERSHIPS FOR BETTER HEALTH: SEE STATEMENT 13 50000 STRENGTHENING MONTANA'S SUBSTANCE USE DISORDER (SUD) PREVENTION AND TREATMENT SYSTEM: SEE STATEMENT 13 200000 0 68779015 20099508 32793074 121671597 0 0 121671597 1825074 119846523 5992326 5992326 18316 18316 5974010 0 5974010 0 5974010 4164679 0 4164679 18316 4146363 5974010 4356594 0 0 4164679 4164679 0 0 0 0 0 0 0 0 0 0 191915 5974010 0 0 0 MONTANA HEALTHCARE FOUNDATION 777 E MAIN SUITE 206 BOZEMAN MT 59715 4064517060 THE GRANT APPLICATION FORM IS AVAILABLE ONLINE AT WWW.MTHCF.ORG. VARIES 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. BARRETT HOSPITAL FOUNDATION 600 HWY 91 SOUTH DILLON MT 59725 SO-III FI SOUTHWESTERN MONTANA RURAL ACCOUNTABLE CARE 25000 BEAVERHEAD COUNTY PUBLIC HEALTH 41 BARRETT ST DILLON MT 59725 GOV INTEGRATING BEHAVIORAL AND PHYSICAL HEALTH IN RURAL SOUTHWEST MONTANA 10000 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 50000 BILLINGS CLINIC 2917 TENTH AVE N BILLINGS MT 59107 PC TRAIN AND RETAIN: ESTABLISHING A MONTANA PSYCHIATRIC RESIDENCY TRAINING TRACK 25000 BLACKFEET TRIBAL HEALTH PO BOX 866 BROWNING MT 59417 GOV COMMUNITY BASED HEALTH SERVICES FOR BLACKFEET YOUTH 10000 BROWNING ALTERNATIVE SCHOOL PO BOX 2021 BROWNING MT 59417 PC USING BLACKFEET CULTURAL VALUES TO CREATE A TRAUMA INFORMED SCHOOL SETTING. 7500 COMMUNITY HEALTH PARTNERS 214 EAST MENDENHALL BOZEMAN MT 59715 PC CHP PARK COUNTY CONNECT PROGRAM: A COMMUNITY-BASED MODEL TO REDUCE ER HIGH-UTILIZATION. 46500 COMMUNITY HEALTH PARTNERS 214 EAST MENDENHALL BOZEMAN MT 59715 PC PROMOTORAS DE SALUD: BRIDGING LATINO HEALTH DISPARITIES IN WEST YELLOWSTONE AND BELGRADE 10000 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 50000 FORT PECK TRIBAL HEALTH DEPARTMENT PO BOX 1027 POPLAR MT 59255 GOV FORT PECK NEEDLE EXCHANGE PROGRAM 25000 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 12500 GLACIER COUNTY EMERGENCY MEDICAL SERVICES 512 E MAIN CUT BANK MT 59427 GOV GLACIER COUNTY, MONTANA INTEGRATED MOBILE HEALTH 25000 HELENA INDIAN ALLIANCE 501 EUCLID AVE HELENA MT 59601 PC DEVELOPMENT OF BEST PRACTICES FOR EXCELLENCE IN OPIATE DEPENDENCE TREATMENT 5000 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. 20000 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 25000 LEWIS AND CLARK COUNTY 316 NORTH PARK AVE HELENA MT 59623 GOV LEWIS AND CLARK COUNTY MENTAL HEALTH STRATEGIC PLAN 10000 MESSENGERS FOR HEALTH PO BOX 940 CROW AGENCY MT 59022 PC TRADITIONAL RELATIONSHIPS IMPROVE CONTEMPORARY HEALTH 37500 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. 150000 MONTANA LEGAL SERVICES ASSOCIATION 616 HELENA AVE SUITE 100 HELENA MT 59601 PC MONTANA HEALTH JUSTICE PARTNERSHIP 50000 MONTANA PUBLIC RADIO-UNIVERSITY OF MONTANA FOUNDATION UNIVERSITY OF MONTANA MISSOULA MT 59812 PC MONTANA CARE ISSUE REPORTING 10000 NEIGHBORWORKS MONTANA 509 1ST AVE SOUTH GREAT FALLS MT 59401 PC MANUFACTURED HOUSING REHAB AND REPLACEMENT COLLABORATION 10000 NORTH VALLEY HOSPITAL FOUNDATION 1600 HOSPITAL WAY WHITEFISH MT 59937 PC VIRTUAL ACCESS FOR BEHAVIORAL HEALTHCARE SERVICES (VABHS) 25000 NORTHERN CHEYENNE TRIBAL BOARD OF HEALTH PO BOX 67 LAME DEER MT 59043 GOV NORTHERN CHEYENNE INJURY PREVENTION PROJECT 50000 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 50000 ROCKY BOY HEALTH BOARD 96 CLINIC RD BOX ELDER MT 59521 GOV ROCKY BOY HEALTH BOARD CENTRALIZED CODING, BILLING, AND REVENUE MAXIMIZATION PROJECT 50000 SIDNEY HEALTH CENTER 216 14TH AVE SW SIDNEY MT 59270 PC BAKKEN BEHAVIORAL HEALTH PROJECT 10000 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 35000 BILLINGS CLINIC 2917 TENTH AVE N BILLINGS MT 59107 PC AMERICAN INDIAN HEALTHCARE ADVOCATE (AHEAD) PROGRAM 46820 BILLINGS CLINIC 2917 TENTH AVE N BILLINGS MT 59107 PC TRANSFORMING PRIMARY CARE TO MEET THE NEEDS OF ALZHEIMER'S PATIENTS AND CAREGIVERS 75000 BLACKFEET TRIBE 640 ALL CHIEFS RD BROWNING MT 59417 GOV BLACKFEET CENTRALIZED THIRD PARTY BILLING SYSTEM 50000 BOZEMAN HEALTH FOUNDATION 931 HIGHLAND BLVD SUITE 3200 BOZEMAN MT 59715 PC INTEGRATING BEHAVIORAL HEALTH INTO AN INTERNAL MEDICINE TEAM 32700 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 35000 CENTER POLE PO BOX 71 GARRYOWEN MT 59031 PC OOSHA ITCHIK/HEALTHY FOOD SYSTEMS 25000 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) 35000 DANIELS COUNTY HEALTH DEPARTMENT 213 MAIN ST SCOBEY MT 59263 GOV IMPROVING BEHAVIORAL HEALTH AWARENESS IN DANIELS COUNTY 35000 FLATHEAD COMMUNITY HEALTH CENTER 1035 1ST AVE WEST KALISPELL MT 59901 GOV FCHC/INTERMOUNTAIN INTEGRATED BEHAVIORAL HEALTH COLLABORATION 35000 FORT PECK TRIBAL HEALTH DEPARTMENT PO BOX 1027 POPLAR MT 59255 GOV FORT PECK TRIBAL HEALTH DEPARTMENT RAPID HIV AND HCV TESTING SERVICES 25000 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 50000 HELENA INDIAN ALLIANCE 501 EUCLID AVE HELENA MT 59601 PC HELENA INDIAN ALLIANCE MASTER PLAN 25000 HORSES SPIRITS HEALING INC 7256 HWY 3 BILLINGS MT 59106 PC EQUINE ASSISTED ACTIVITIES AND THERAPY (EAAT) FOR VETERANS AND RETURNING MILITARY - SE MONTANA 20000 INTERMOUNTAIN DEACONESS CHILDREN'S SERVICES 3240 DREDGE DR HELENA MT 59602 PC INTERMOUNTAIN/PUREVIEW INTEGRATED BEHAVIORAL HEALTH COLLABORATION 35000 LIVINGSTON HEALTHCARE FOUNDATION 320 ALPENGLOW LN LIVINGSTON MT 59047 PC INTEGRATING BEHAVIORAL HEALTH INTO PRIMARY CARE SERVICES IN PARK COUNTY 63359 MADISON COUNTY PO BOX 278 VIRGINIA CITY MT 59755 GOV INTEGRATING BEHAVIORAL AND PHYSICAL HEALTH IN MADISON COUNTY 28398 MISSOULA AGING SERVICES 337 STEPHENS AVE MISSOULA MT 59808 PC CARE TRANSITIONS ACHIEVING BETTER HEALTH OUTCOMES 67625 MISSOULA CITY-COUNTY DEPARTMENT OF GRANTS AND COMMUNITY PROGRAMS 200 W BROADWAY MISSOULA MT 59802 GOV MISSOULA COUNTY COLLABORATIVE CARE PLANNING SUMMIT 20000 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 25000 HUMAN RESOURCE DEVELOPMENT COUNCIL OF DISTRICT IX INC 32 SOUTH TRACY BOZEMAN MT 59715 PC ASSESSMENT OF COMMUNITY COSTS OF CHRONIC HOMELESSNESS 20000 MONTANA AMATEUR SPORTS INC DBA BIG SKY STATE GAMES BOX 7136 BILLINGS MT 59103 PC STATEWIDE FIT KIDS CLUBS 195000 MONTANA BUDGET AND POLICY CENTER 101 NORTH LAST CHANCE GULCH SUITE 220 HELENA MT 59601 PC REPORT ON THE IMPACT OF MEDICAID REPEAL ON MONTANA'S BUDGET, HEALTHCARE PROVIDER, AND INDIVIDUALS 8000 MONTANA HUMAN RIGHTS NETWORK PO BOX 1509 HELENA MT 59624 PC DOCUMENTING PATIENT EXPERIENCES WITH MONTANA'S MEDICAID EXPANSION 20000 MONTANA MEDICAL ASSOCIATION FOUNDATION 2021 11TH AVENUE SUITE 1 HELENA MT 59601 PC MONTANA HEALTH INFORMATION EXCHANGE FEASIBILITY DEVELOPMENT PLAN 35000 MONTANA PRIMARY CARE ASSOCIATION 1805 EUCLID AVE HELENA MT 59601 PC DOCUMENTING PATIENT EXPERIENCES WITH MONTANA'S MEDICAL EXPANSION 16400 MONTANA STATE UNIVERSITY - OFFICE OF RURAL HEALTH PO BOX 172470 BOZEMAN MT 59717 GOV MONTANA COMMUNITY HEALTH WORKER STAKEHOLDER PROJECT 70386 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 12500 NATIONAL CENTER FOR APPROPRIATE TECHNOLOGY 3040 CONTINENTAL DR BUTTE MT 59702 PC MONTANA HEALTHY FOODS AND COMMUNITIES INITIATIVE (MHFCI) 326837 NEIGHBORWORKS MONTANA 509 1ST AVE SOUTH GREAT FALLS MT 59401 PC HOME MATTERS - LINKING HOMES AND HEALTH OUTCOMES 10000 NORTH AMERICAN INDIAN ALLIANCE 55 E GALENA ST BUTTE MT 59701 PC NORTH AMERICAN INDIAN ALLIANCE EHR AND REVENUE CYCLE OPTIMIZATION PROJECT 7500 NORTH VALLEY HOSPITAL FOUNDATION 1600 HOSPITAL WAY WHITEFISH MT 59937 PC SCHOOL BASED INTEGRATED BEHAVIORAL HEALTHCARE FOR STUDENTS (SIBHS) 75000 PARTNERSHIP HEALTH CENTER 323 WEST ALDER ST MISSOULA MT 59802 PC PARTNERSHIP HEALTH CENTER'S CARE MANAGEMENT FOR SUPER-UTILIZERS PROGRAM 76061 POVERELLO CENTER 1110 WEST BROADWAY MISSOULA MT 59801 PC MEDICAL RESPITE SHELTER FOR HOMELESS PATIENTS IN MISSOULA, MONTANA 25000 PROVIDENCE MONTANA HEALTH FOUNDATION 500 WEST BROADWAY MISSOULA MT 59806 PC PROVIDENCE MEDICAL GROUP INTEGRATED BEHAVIORAL HEALTH INITIATIVE 75000 RIVERSTONE HEALTH 123 SOUTH 27TH ST BILLINGS MT 59101 PC EXPANDING INTEGRATED BEHAVIORAL HEALTH CARE AND TRAINING IN PRIMARY CARE 50000 RIVERSTONE HEALTH 123 SOUTH 27TH ST BILLINGS MT 59101 PC INTEGRATED CLINICAL PHARMACY SERVICES BEST PRACTICES 25000 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 25000 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 10000 SPROUT ORAL HEALTH PO BOX 1028 BOZEMAN MT 59771 PC SCHOOL NURSE FLUORIDE VARNISH PROGRAMS IN MONTANA ELEMENTARY SCHOOLS 25000 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 75000 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 22414 UNIVERSITY OF MONTANA-ORSP UNIVERSITY HALL-ROOM 116 MISSOULA MT 59812 GOV ASSESSING ACCESS TO ASTHMA EDUCATION SERVICES FOR MONTANA'S AMERICAN INDIAN POPULATION 25000 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. 25000 YOUTH DYNAMICS 2334 LEWIS AVE BILLINGS MT 59102 PC YOUTH DYNAMICS SUBSTANCE ABUSE TREATMENT PROGRAM EXPANSION PILOT PROGRAM 68073 MONTANA PUBLIC HEALTH ASSOCIATION BOX 511 CHOTEAU MT 59422 PC MPHA ANNUAL CONFERENCE SPONSORSHIP 1000 PHILANTHROPY NORTHWEST 2101 FOURTH ST SUITE 650 SEATTLE WA 98121 PC 2016 PNW CONF - MISSOULA - SCHOLARSHIP SPONSOR 2500 MONTANA PRIMARY CARE ASSOCIATION 1805 EUCLID AVE HELENA MT 59601 PC 2016 OUTREACH AND ENROLLMENT SUMMIT 1500 MONTANA NONPROFIT ASSOCIATION 7 W 6TH SUITE 504 HELENA MT 59624 PC MNA CONFERENCE SPONSORSHIP 2016 2000 ALASKA SAFETY AVIATION FOUNDATION 2811 MERRILL FIELD DR ANCHORAGE AK 99501 PC DISCRETIONARY GRANT PER BOARD 1000 NATIONAL CENTER FOR APPROPRIATE TECHNOLOGY PO BOX 3838 BUTTE MT 59702 PC SCHOLARSHIP FUND FOR CONFERENCE 1000 WESTERN NATIVE VOICE 220 SOUTH 27TH ST STE C BILLINGS MT 59102 PC NATIVE WELLNESS SYMPOSIUM 6000 MONTANA CHAMBER FOUNDATION PO BOX 1162 HELENA MT 59601 PC SILVER SPONSORSHIP GRANT 2016 MONTANA HEALTHCARE FORUM 2500 MONTANA BUDGET AND POLICY CENTER 101 NORTH LAST CHANCE GULCH SUITE 220 HELENA MT 59601 PC LEGISLATIVE SUMMIT CONFERENCE SUPPORT 2500 PROVIDENCE MONTANA HEALTH FOUNDATION PO BOX 4587 MISSOULA MT 59806 PC WRAPPED IN HOPE PROJECT SPONSORSHIP 9300 2915373 BILLINGS CLINIC 2917 TENTH AVE N BILLINGS MT 59107 PC TRANSFORMING PRIMARY CARE TO MEET THE NEEDS OF ALZHEIMER'S PATIENTS AND CAREGIVERS 75000 BLACKFEET TRIBE 640 ALL CHIEFS RD BROWNING MT 59417 GOV BLACKFEET CENTRALIZED THIRD PARTY BILLING SYSTEM 50000 CENTER POLE PO BOX 71 GARRYOWEN MT 59031 PC OOSHA ITCHIK/HEALTHY FOOD SYSTEMS 25000 FORT PECK TRIBAL HEALTH DEPARTMENT PO BOX 1027 POPLAR MT 59255 GOV FORT PECK TRIBAL HEALTH DEPARTMENT RAPID HIV AND HCV TESTING SERVICES 25000 LIVINGSTON HEALTHCARE FOUNDATION 320 ALPENGLOW LN LIVINGSTON MT 59047 PC INTEGRATING BEHAVIORAL HEALTH INTO PRIMARY CARE SERVICES IN PARK COUNTY 63358 MISSOULA AGING SERVICES 337 STEPHENS AVE MISSOULA MT 59808 PC CARE TRANSITIONS ACHIEVING BETTER HEALTH OUTCOMES 67624 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 25000 MONTANA MEDICAL ASSOCIATION FOUNDATION 2021 11TH AVE SUITE 1 HELENA MT 59601 PC MONTANA HEALTH INFORMATION EXCHANGE FEASIBILITY DEVELOPMENT PLAN 15000 MONTANA STATE UNIVERSITY - OFFICE OF RURAL HEALTH PO BOX 172470 BOZEMAN MT 59717 GOV MONTANA COMMUNITY HEALTH WORKER STAKEHOLDER PROJECT 70386 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 12500 NATIONAL CENTER FOR APPROPRIATE TECHNOLOGY 3040 CONTINENTAL DR BUTTE MT 59702 PC MONTANA HEALTHY FOODS AND COMMUNITIES INITIATIVE (MHFCI) 50000 NORTH AMERICAN INDIAN ALLIANCE 55 E GALENA ST BUTTE MT 59701 PC NORTH AMERICAN INDIAN ALLIANCE EHR AND REVENUE CYCLE OPTIMIZATION PROJECT 7500 NORTH VALLEY HOSPITAL FOUNDATION 1600 HOSPITAL WAY WHITEFISH MT 59937 PC SCHOOL BASED INTEGRATED BEHAVIORAL HEALTHCARE FOR STUDENTS (SIBHS) 75000 PARTNERSHIP HEALTH CENTER 323 WEST ALDER ST MISSOULA MT 59802 PC PARTNERSHIP HEALTH CENTERS CARE MANAGEMENT FOR SUPER-UTILIZERS PROGRAM 72122 POVERELLO CENTER 1110 WEST BROADWAY MISSOULA MT 59801 PC MEDICAL RESPITE SHELTER FOR HOMELESS PATIENTS IN MISSOULA, MONTANA 25000 PROVIDENCE MONTANA HEALTH FOUNDATION 500 WEST BROADWAY MISSOULA MT 59806 PC PROVIDENCE MEDICAL GROUP INTEGRATED BEHAVIORAL HEALTH INITIATIVE 75000 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 10000 SPROUT ORAL HEALTH PO BOX 1028 BOZEMAN MT 59771 PC SCHOOL NURSE FLUORIDE VARNISH PROGRAMS IN MONTANA ELEMENTARY SCHOOLS 25000 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 75000 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 22414 YOUTH DYNAMICS 2334 LEWIS AVE BILLINGS MT 59102 PC YOUTH DYNAMICS SUBSTANCE ABUSE TREATMENT PROGRAM EXPANSION PILOT PROGRAM 68072 933976 14 37938 14 1273713 18 452996 0 1764647 0 1764647 0 0 0 0 0 0 0 0 0 0 X X 1 CARING FOR MONTANANS INC 560 NORTH PARK AVENUE HELENA MT 59601 30000000 X 2 MONTANA ATTORNEY GENERAL OFFICE 215 NORTH SANDERS STREET HELENA MT 59601 3000000 X 3 HILTON FOUNDATION 30440 AGOURA ROAD AGOURA HILLS CA 91301 50000 X ACCOUNTING FEES 12026 6013 6013 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. 1,942,367.977 SHS VANGUARD SHORT TERM BOND INDEX FUND 20258898 20258898 269,603.466 SHS DODGE & COX INTERNATIONAL STOCK FUND 10271892 10271892 20,400 SHS I SHARES RUSSELL MID-CAP ETF 3648744 3648744 317,166.729 SHS DFA EMERGING MARKETS CORE EQUITY 5506014 5506014 648,550.264 SHS EDGEWOOD GROWTH INSTL 14404301 14404301 404,294.431 SHS HARBOR SMALL CAP GROWTH OPPORTUNITIES FUND 4459368 4459368 58,250 SHS SPDR S&P 500 ETF TRUST 13020623 13020623 NEWPORT ASIA INTERNATIONAL FUND LP FMV 5451916 5451916 WTC CTF RESEARCH EQUITY FMV 11856156 11856156 INDUS SELECT FUND LTD FMV 9312691 9312691 ETON PARK OVERSEAS FUND LTD FMV 2452613 2452613 FARALLON CAPITAL MANAGEMENT, LLC FMV 2612744 2612744 MARSHALL WACE FD PLC FMV 2651521 2651521 MAVERICK FUND LTD FMV 2314617 2314617 LEGAL FEES 15899 7950 22976 INTEREST RECEIVABLE 0 83447 83447 SUPPLIES & EQUIPMENT 2347 0 2347 SHIPPING & DELIVERY 337 0 337 DUES & SUBSCRIPTIONS 10576 0 10648 INSURANCE 12547 0 12547 OFFICE EXPENSE 17202 0 17258 WEBSITE EXPENSE 480 0 4080 GRANT MAKING & RESEARCH 396347 0 389363 OTHER ADMINISTRATIVE EXPENSE 7440 0 7440 PORTFOLIO DEDUCTIONS FROM SCHEDULE K-1 0 94070 0 UNREALIZED GAINS 4099640 PRIOR PERIOD ASSET ADJUSTMENT 49 INVESTMENT MANAGEMENT FEES 317116 317116 0 CONSULTING FEES 17921 5126 12796 EXCISE TAXES 22760 0 0 FOREIGN INCOME TAXES 0 8516 0