2011-08-29T16:57:59-05:00 2010-12-31 ANDERSON ZURMUEHLEN & CO PC PO BOX 1040 HELENA MT 59624 990 2010-01-01 237338233 MONTANA HEALTH RESEARCH & EDUCATION FOUNDATION MONT 4064421911 PO BOX 5119 HELENA MT 59604 RICHARD BROWN 4064421911 2011-07-26 1 PAULA R JACQUES 4064421040 2010 2016-02-24 21:20:13Z RICHARD BROWN PO BOX 5119 HELENA MT 59604 2114511 0 X HTTP://WWW.MTHA.ORG X 1973 MT HEALTH CARE RESEARCH & EDUCATION 13 13 0 0 0 0 2941007 2107254 16054 5138 1946 1870 0 0 2959007 2114262 1661750 623274 0 0 413362 527342 0 0 0 903107 985930 2978219 2136546 -19212 -22284 1220255 756281 1054767 603755 165488 152526 X HEALTH CARE EDUCATION & RESEARCH, WITH EMPHASIS ON SUPPORTING RURAL HEALTHCARE FACILITIES 0 0 736108 736299 ASPR GRANT: ADMINISTER GRANT TO MT HOSPITALS TO IMPROVE EMERGENCY RESPONSE 560515 559698 CRITICAL ACCESS: ASSISTANCE TO RURAL HEALTH CARE FACILITIES, RESEARCH, ETC. INCLUDES MCAP FUNDING & DISBURSEMENTS OF $26,795 547332 533584 AHEC GRANT: FUNDS WORK WITH THE MONTANA & UNIVERSITY OF WASHINGTON WWAMI MEDICAL PROGRAM TO SUPPORT COMMUNITY BASED HEALTH PROFESSIONS EDUCATION, PLAN FOR THE HEALTHCARE WORKFORCE NEEDS OF THE STATE, AND LINK HEALTH PROFESSIONS EDUCATION TO RURAL & UNDERSERVED COMMUNITY HEALTH NEEDS. PROGRAM SERVICE REVENUE FROM SALES & WORKSHOPS. 258703 263673 5138 RURAL HEALTH NETWORK DEVELOPMENT: PROVIDE TECHNICAL ASSISTANCE TO RURAL MT HOSPITALS TO IMPROVE COMMUNICATIONS/INFORMATION SHARING; STROKE GRANT: IMPROVE RESPONSE TO STROKE VICTIMS; FCC GRANT: IMPROVE EMERGENCY COMMUNICATIONS IN RURAL MONTANA 258703 263673 5138 2102658 1 1 0 0 0 0 0 0 1 1 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 32 0 0 0 0 0 0 0 0 0 0 0 0 X 13 13 1 1 0 0 0 0 0 1 1 0 0 1 1 1 1 0 0 0 0 0 X MHAAN ASSOC OF MT HEALTH CARE PR 4064421911 1720 9TH AVENUE HELENA MT 59601 STEVE MCNEECE 1.00 X X 0 0 0 STEVE HANNAH 1.00 X X 0 0 0 NICK WOLTER 1.00 X X 0 0 0 STEVE CARLSON 1.00 X X 0 0 0 RICHARD BROWN 40.00 X X 0 249275 30284 SHANE ROBERTS 1.00 X 0 0 0 MARK CROSS 1.00 X 0 0 0 RICK HARALDSON 1.00 X 0 0 0 SAM PLESHAR 1.00 X 0 0 0 TIM RUSSELL 1.00 X 0 0 0 AMY EDWARDS-WEBB 1.00 X 0 0 0 BINA EGGENSPERGER 1.00 X 0 0 0 JOHN GOODNOW 1.00 X 0 0 0 0 249275 30284 0 0 1 0 MHAAN ASSOCIATION OF MT HEALTH CARE P PO BOX 5119 HELENA MT 596245119 MANAGEMENT 197911 1 4000 2093254 10000 2107254 CONVENTIONS & WORKSHOP 541900 5138 5138 5138 1916 1916 203 249 -46 -46 -46 2114262 5138 0 1870 623274 623274 419911 411463 8448 15511 15201 310 54222 53192 1030 37698 36944 754 197911 197011 900 408699 398655 10044 4310 3310 1000 49948 48733 1215 23480 23316 164 71782 71782 227752 218932 8820 1010 1010 1038 845 193 2136546 2102658 33888 0 1045952 507408 94478 74254 3944 76179 20600 20600 1007 0 74874 88842 0 9598 1220255 756281 35957 59387 1018810 544368 1054767 603755 X 80889 63683 22194 22438 62405 66405 165488 152526 1220255 756281 X -22284 9322 X X 0 1 1 X 1 1 X 1815642 1939420 2494584 2941007 2107254 11297907 20642 21136 20366 16054 5138 83336 1836284 1960556 2514950 2957061 2112392 11381243 0 0 0 11381243 17301 25099 17158 4057 1916 65531 17301 25099 17158 4057 1916 65531 1656 1656 1853585 1985655 2533764 2961118 2114308 11448430 0.99410 0.99340 0.00570 0.00640 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 74874 4000 10968 1000 88842 61153 5600 9121 1000 74874 75435 6505 -19287 1500 61153 1.00000 0 0 20600 20600 0 0 INVESTMENTS 88842 F 88842 DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: PART V, LINE 4: SUPPORT HEALTH EDUCATION ACTIVITY 0 BENEFIS HEALTH CARE INC 1101 26TH STREET SOUTH GREAT FALLS MT 59405 810232122 501(C)(3) 14998 EMERGENCY PREPAREDNESS BILLINGS DEACONESS CLINIC PO BOX 37000 BILLINGS MT 591077000 810231784 501(C)(3) 15000 EMERGENCY PREPAREDNESS BOZEMAN DEACONESS HOSPITAL 915 HIGHLAND BLVD BOZEMAN MT 59715 810232121 501(C)(3) 15000 EMERGENCY PREPAREDNESS COMMUNITY MEDICAL CENTER 2827 FT MISSOULA ROAD MISSOULA MT 59804 810247705 501(C)(3) 14995 EMERGENCY PREPAREDNESS NORTHWEST HEALTH CARE 310 SUNNYVIEW LANE KALISPELL MT 59901 810406485 501(C)(3) 15000 EMERGENCY PREPAREDNESS ST PATRICK'S HOSPITAL PO BOX 4587 MISSOULA MT 598064587 810231793 501(C)(3) 15000 EMERGENCY PREPAREDNESS ST VINCENT HEALTHCARE PO BOX 35200 BILLINGS MT 591075200 810232124 501(C)(3) 15000 EMERGENCY PREPAREDNESS BARRETT HOSPITAL & HEALTHCARE 90 HWY 91 SOUTH DILLON MT 59725 810357909 501(C)(3) 7500 EMERGENCY PREPAREDNESS BEARTOOTH HOSPITAL PO BOX 590 RED LODGE MT 590680590 810224734 501(C)(3) 7500 EMERGENCY PREPAREDNESS BIG HORN MEMORIAL HOSPITAL 17 NORTH MILES HARDIN MT 59034 810384618 501(C)(3) 14990 EMERGENCY PREPAREDNESS BIG SANDY MEDICAL CENTER PO BOX 530 BIG SANDY MT 595200530 810291695 501(C)(3) 7500 EMERGENCY PREPAREDNESS BROADWATER HEALTH CENTER 110 NORTH OAK TOWNSEND MT 59644 810398400 501(C)(3) 7500 EMERGENCY PREPAREDNESS CENTRAL MT MEDICAL CARE 408 WENDELL AVE LEWISTOWN MT 59457 237169043 501(C)(3) 7500 EMERGENCY PREPAREDNESS CLARK FORK VALLEY HOSPITAL PO BOX 768 PLAINS MT 598590768 810475376 501(C)(3) 7500 EMERGENCY PREPAREDNESS COMMUNITY HOSPITAL OF ANACONDA 401 W PENNSYLVANIA STREET ANACONDA MT 59711 810303913 501(C)(3) 7500 EMERGENCY PREPAREDNESS DAHL MEMORIAL HEALTH CARE PO BOX 46 EKALAKA MT 59324 810264548 501(C)(3) 7500 EMERGENCY PREPAREDNESS DANIELS MEMORIAL HEALTHCARE CENTER PO BOX 400 SCOBY MT 592630400 816016920 501(C)(3) 7500 EMERGENCY PREPAREDNESS FALLON MEDICAL COMPLEX PO BOX 820 BAKER MT 593130820 363808993 501(C)(3) 7499 EMERGENCY PREPAREDNESS FRANCES MAHON DEACONESS 621 3RD STREET SOUTH GLASGOW MT 59230 810231786 501(C)(3) 7500 EMERGENCY PREPAREDNESS GLENDIVE MEDICAL CENTER 202 PROSPECT DRIVE GLENDIVE MT 59330 816016016 501(C)(3) 7500 EMERGENCY PREPAREDNESS GRANITE CO MEDICAL CENTER BOX 729 PHILIPSBURG MT 598580729 810385629 501(C)(3) 19500 EMERGENCY PREPAREDNESS HOLY ROSARY HEALTH CARE 2600 WILSON MILES CITY MT 59301 810231792 501(C)(3) 7500 EMERGENCY PREPAREDNESS LIBERTY CO HOSPITAL (LIBERTY MEDICAL CENTER) PO BOX 705 CHESTER MT 595220705 810515463 501(C)(3) 7500 EMERGENCY PREPAREDNESS LIVINGSTON HEALTHCARE 504 SOUTH 13TH STREET LIVINGSTON MT 59047 810378200 501(C)(3) 7500 EMERGENCY PREPAREDNESS MADISON VALLEY HOSPITAL PO BOX 397 ENNIS MT 59729 810236460 501(C)(3) 7500 EMERGENCY PREPAREDNESS MARCUS DALY MEMORIAL HOSPITAL 1200 WESTWOOD HAMILTON MT 59840 810240726 501(C)(3) 7500 EMERGENCY PREPAREDNESS MARIAS MEDICAL CENTER PO BOX 915 SHELBY MT 594740915 816001438 501(C)(3) 7500 EMERGENCY PREPAREDNESS MCCONE CO HEALTH CENTER PO BOX 47 CIRCLE MT 59215 810269223 501(C)(3) 7500 EMERGENCY PREPAREDNESS MISSOULA COUNTY HEALTH SERVICES DBA MINERAL COMMUNITY HOSPITAL PO BOX 66 SUPERIOR MT 598720066 810421823 501(C)(3) 7500 EMERGENCY PREPAREDNESS MISSOURI RIVER MEDICAL CENTER PO BOX 249 FT BENTON MT 594420249 810348783 501(C)(3) 7500 EMERGENCY PREPAREDNESS MOUNTAINVEIW MEDICAL CENTER PO BOX Q WHITE SULPHUR SPRINGS MT 596450817 810255832 501(C)(3) 7500 EMERGENCY PREPAREDNESS NORTH VALLEY HOSPITAL 1600 HOSPITAL WAY WHITEFISH MT 59937 810247969 501(C)(3) 7500 EMERGENCY PREPAREDNESS NORTHERN MT HOSPITAL PO BOX 1231 HAVRE MT 595011231 810231787 501(C)(3) 7500 EMERGENCY PREPAREDNESS PHILIPS CO HOSPITAL PO BOX 640 MALTA MT 595380640 816016152 501(C)(3) 7500 EMERGENCY PREPAREDNESS PIONEER MEDICAL CENTER PO BOX 1228 BIG TIMBER MT 590111228 816001434 501(C)(3) 22295 EMERGENCY PREPAREDNESS PONDERA MEDICAL CENTER PO BOX 758 CONRAD MT 59425 810232406 501(C)(3) 14680 EMERGENCY PREPAREDNESS POWELL CO MEDICAL CENTER 1101 TEXAS AVENUE DEER LODGE MT 59722 810469886 501(C)(3) 7500 EMERGENCY PREPAREDNESS ROOSEVELT MEDICAL CENTER PO BOX 419 CULBERTSON MT 592180419 810373589 501(C)(3) 7500 EMERGENCY PREPAREDNESS ROSEBUD HEALTH CARE CENTER PO BOX 268 FORSYTH MT 593270268 810405434 501(C)(3) 7500 EMERGENCY PREPAREDNESS ROUNDUP MEMORIAL HEALTHCARE PO BOX 400 ROUNDUP MT 590720400 810245848 501(C)(3) 7500 EMERGENCY PREPAREDNESS RUBY VALLEY HOSPITAL PO BOX 336 SHERIDAN MT 59749 810247889 501(C)(3) 7497 EMERGENCY PREPAREDNESS SHODAIR CHILDREN'S HOSPITAL 2755 COLONIAL DR HELENA MT 59601 810231789 501(C)(3) 7500 EMERGENCY PREPAREDNESS SIDNEY HEALTH CENTER 216 14TH AVE SW SIDNEY MT 59270 810233499 501(C)(3) 7500 EMERGENCY PREPAREDNESS ST JAMES HEALTHCARE PO BOX 3300 BUTTE MT 597023300 810231785 501(C)(3) 15000 EMERGENCY PREPAREDNESS ST JOHN'S LUTHERAN HOSPITAL 350 LOUISIANA AVENUE LIBBY MT 59923 810241755 501(C)(3) 7500 EMERGENCY PREPAREDNESS ST JOSEPH MEDICAL CENTER PO BOX 1010 POLSON MT 598601010 810463482 501(C)(3) 15000 EMERGENCY PREPAREDNESS ST LUKE'S COMMUNITY HOSPITAL 107 6TH AVE SW RONAN MT 59864 810221486 501(C)(3) 7500 EMERGENCY PREPAREDNESS STILLWATER COMMUNITY HOSPITAL PO BOX 959 COLUMBUS MT 590190959 810286525 501(C)(3) 7500 EMERGENCY PREPAREDNESS TETON MEDICAL CENTER 915 4TH STREET NW CHOTEAU MT 59422 810392234 501(C)(3) 7500 EMERGENCY PREPAREDNESS WHEATLAND MEMORIAL HOSPITAL PO BOX 287 HARLOWTOWN MT 590360287 810392231 501(C)(3) 7497 EMERGENCY PREPAREDNESS ST PETER'S HOSPITAL 2475 BROADWAY HELENA MT 59601 810233121 501(C)(3) 7500 EMERGENCY PREPAREDNESS SHERIDAN MEMORIAL HOSPITAL 440 W LAUREL AVENUE PLENTYWOOD MT 59254 810243720 501(C)(3) 14383 EMERGENCY PREPAREDNESS 0 0 0 0 0 0 0 0 0 RICHARD BROWN 0 249275 0 0 0 0 0 28684 0 1600 0 279559 0 288626 SUPPLEMENTAL INFORMATION PART III RICHARD BROWN IS EMPLOYED BY MHA & SERVES AS THE PRESIDENT FOR MHA & SECRETARY/TREASURER FOR MT HEALTH RESEARCH & EDUCATION FOUNDATION. MHA ALSO PROVIDES ADMINISTRATIVE SERVICES TO MT HEALTH RESEARCH & EDUCATION FOUNDATION. THE RESPONSES ON THIS SCHEDULE PERTAIN TO MR. BROWN. PART I, LINE 1A: IT IS THE POLICY OF MHA (RELATED ORGANIZATION PROVIDING ADMINISTRATIVE SERVICES) TO PAY FOR THE EXECUTIVE DIRECTOR'S MEMBERSHIP AT A LOCAL SOCIAL CLUB TO FACILITATE BUSINESS MEETINGS. FORM 990, PART VI, SECTION A, LINE 2 BOARD MEMBERS ALSO SERVE ON THE BOARD OF MHA, A RELATED 501(C)(6) ORGANIZATION. FORM 990, PART VI, SECTION A, LINE 3 MHA PROVIDES MANAGEMENT, ADMINISTRATIVE & ACCOUNTING SERVICES TO MHREF. FORM 990, PART VI, SECTION B, LINE 11 THE RETURN WAS REVIEWED IN DETAIL BY THE FINANCE COMMITTEE & MADE AVAILABLE FOR ALL BOARD MEMBERS TO REVIEW PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF INTEREST POLICY REQUIRES BOARD MEMBERS TO ANNUALLY SUBMIT A REPORT TO THE BOARD OF ALL ORGANIZATIONS OR BUSINESSES OF WHICH THE INDIVIDUAL IS A MEMBER, OFFICER, EMPLOYEE OR OWNER WHICH HAVE CONFLICTING INTERESTS. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE MADE AVAILABLE UPON WRITTEN OR PERSONAL REQUEST. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET UNREALIZED GAINS ON INVESTMENTS: 9,322. FINANCIAL STATEMENTS AND REPORTING: FORM 990, PART XII, LINE 2C: THERE HAVE BEEN NO CHANGES FROM PRIOR YEAR IN THE AUDIT OVERSIGHT AND SELECTION PROCESS. MHAAN ASSOCIATION OF HEALTH CARE PROVIDERS 1720 9TH AVENUE HELENA MT 59601 810287203 PROVIDE EDUCATION & SUPPORT FOR MEMBERS WHO ARE NONPROFIT MONTANA HOSPITALS MT 501 (C)(6) 0 MHA VENTURES 1720 9TH AVENUE HELENA MT 59601 810451214 VENTURES PROVIDES GROUP PURCHASING & OTHER SERVICES TO MHA, A RELATED ENTITY MT MHAAN ASSOCIATION OF HEALTH CARE ENTITIES OWNS 100 OF MHAV STOCK C 0 0 1 0 0 0 0 0 0 1 0 1 1 0 0 0 0 0