Nonprofit · EIN 23-7338233
MONTANA HEALTH RESEARCH AND EDUCATION FOUNDATION INC
Tax-exempt · HELENA, MT 59601
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990 | $2,616,960 | $2,843,049 | -$226,089 | $1,526,680 | $323,599 | $1,203,081 |
| December 31, 2024 | 990 | $2,972,965 | $2,904,391 | $68,574 | $1,790,357 | $381,588 | $1,408,769 |
| December 31, 2023 | 990 | $3,090,615 | $3,081,278 | $9,337 | $2,006,835 | $685,514 | $1,321,321 |
Financial details: 990 for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $2,554,299
- of which government grants
- $2,438,379
- Program service revenue
- $45,884
- Investment income
- $16,777
- Net gain from sales of assets
- $8,915
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $172,717
- Compensation of officers, directors and key employees
- $294,117
- Other salaries and wages
- $841,595
- Salaries, compensation and benefits (total)
- $1,526,004
- Professional fundraising fees
- $0
- Legal fees
- $1,643
- Accounting fees
- $19,814
- Occupancy
- $118,995
- Travel
- $147,936
- Depreciation
- $746
- Program services (functional)
- $2,132,204
- Management and general (functional)
- $710,845
Balance sheet and other
- Total assets, start of year
- $1,790,357
- Total assets, end of year
- $1,526,680
- Total liabilities, end of year
- $323,599
- Net assets, end of year
- $1,203,081
- Net assets without donor restrictions
- $1,101,776
- Net assets with donor restrictions
- $101,305
- Gross receipts
- $2,627,070
- Employees
- 0
- Volunteers
- 7
- Year formed
- 1973
- State of legal domicile
- MT
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| SHANI RICH | EXECUTIVE DIRECTOR Officer | 40 | $0 | $133,509 | $33,074 |
| CINDEE MCKEE | HEALTHCARE COALITION DIREC Trustee or director | 40 | $0 | $88,790 | $25,172 |
| CASEY DRISCOLL | DIRECTOR OF QUALITY PROGRAMS Trustee or director | 40 | $0 | $71,818 | $22,762 |
| KRISTI GATRELL | CHAIR Trustee or director, Officer | 3 | $0 | $0 | $0 |
| MATT WALLER | VICE CHAIR Trustee or director, Officer | 3 | $0 | $0 | $0 |
| LAURA MERCHANT | TREASURER Trustee or director, Officer | 3 | $0 | $0 | $0 |
| ED BUTTREY | SECRETARY Trustee or director, Officer | 3 | $0 | $0 | $0 |
| ADAM SCHAFER | DIRECTOR Trustee or director | 3 | $0 | $0 | $0 |
| JESSICA WINGE PETERSEN | DIRECTOR Trustee or director | 3 | $0 | $0 | $0 |
| JODY HAINES | DIRECTOR Trustee or director | 3 | $0 | $0 | $0 |
| ABBY LOTZ | CHAIR Trustee or director | 3 | $0 | $0 | $0 |
990 for the year ended December 31, 2024: 8 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| SHANI RICH | EXECUTIVE DIRECTOR Officer | 40 | $0 | $127,138 | $29,539 |
| ROBERT OLSEN | SECRETARY Trustee or director, Officer | 3 | $0 | $62,078 | $6,133 |
| KRISTI GATRELL | CHAIR Trustee or director, Officer | 3 | $0 | $0 | $0 |
| MATT WALLER | VICE CHAIR Trustee or director, Officer | 3 | $0 | $0 | $0 |
| LAURA MERCHANT | TREASURER Trustee or director, Officer | 3 | $0 | $0 | $0 |
| ADAM SCHAFER | DIRECTOR Trustee or director | 3 | $0 | $0 | $0 |
| JESSICA WINGE PETERSEN | DIRECTOR Trustee or director | 3 | $0 | $0 | $0 |
| JODY HAINES | DIRECTOR Trustee or director | 3 | $0 | $0 | $0 |
990 for the year ended December 31, 2023: 9 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| SHANI RICH | EXECUTIVE DIRECTOR Officer | 40 | $106,625 | $0 | $26,068 |
| ROBERT OLSEN | SECRETARY Trustee or director, Officer | 3 | $0 | $30,998 | $543 |
| KELLEY EVANS | CHAIR Trustee or director, Officer | 3 | $0 | $0 | $0 |
| CODY LANGBEHN | DIRECTOR Trustee or director | 3 | $0 | $0 | $0 |
| DEVIN HUNTLEY | DIRECTOR Trustee or director | 3 | $0 | $0 | $0 |
| LAURA MERCHANT | DIRECTOR Trustee or director | 3 | $0 | $0 | $0 |
| ADAM SCHAFER | DIRECTOR Trustee or director | 3 | $0 | $0 | $0 |
| KRISTI GATRELL | VICE CHAIR Trustee or director | 3 | $0 | $0 | $0 |
| MATT WALLER | TREASURER Trustee or director | 3 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 2625 WINNE AVE, HELENA, MT 59601-4952
- Principal officer (990 for 2025)
- AMBER DUSHIN, 2625 WINNE AVE, HELENA, MT 59601
- Signed the 990
- AMBER DUSHIN, CHIEF FINANCIAL OFFICER
- Phone
- (406) 442-1911
- Website
- HTTP://WWW.MTHA.ORG
- Return prepared by
- PINION LLC
Mission
TO PURSUE FUNDING OPPORTUNITIES TO PROVIDE FINANCIAL, TECHNICAL, AND INNOVATIVE PROGRAM SUPPORT TO MHA MEMBERS AND THE COMMUNITIES THEY SERVE.
Program accomplishments
- AHEC GRANTS (SC AND NC PROGRAMS):HRSA FUNDED GRANTS THROUGH THE STATE OFFICE OF RURAL HEALTH TOSTRENGTHEN THE HEALTHCARE WORKFORCE IN MONTANA, PARTICULARLY IN RURALAND UNDERSERVED COMMUNITIES, AND TO IMPROVE HEALTH BY FORGINGCONNECTIONS BETWEEN HEALTH PROFESSIONS, K-12 EDUCATIONAL PROGRAMS, ANDCOMMUNITIES.Expenses $312,857
- RURAL HOSPITAL FELEXIBILITY GRANT (FLEX):HRSA FUNDED GRANT TO PROVIDE SUPPORT FOR CRITICAL ACCESS AND OTHERSMALL RURAL HOSPITALS TO PRESERVE ACCESS TO PRIMARY AND EMERGENCYHEALTH CARE SERVICES IN THEIR COMMUNITIES. SPECIFICALLY, THE GRANT ISINTENDED TO STRENGTHEN CRITICAL ACCESS HOSPITAL INFRASTRUCTURE, SUPPORT LEADERSHIP, ENHANCE RURAL EMERGENCY MEDICAL SERVICE, IMPROVE QUALITY, AND DEVELOP AND ENHANCE NETWORKS OF CARE.Expenses $692,827
- HOSPITAL PREPAREDNESS PROGRAM:ASPR FUNDED GRANT TO ASSIST HOSPITALS IN ASSESSING THEIR PREPAREDNESS IN THE EVENT OF EMERGENCIES OR NATURAL DISASTERS, AND FORMULATING AND TESTING PLANS TO STRENGTHEN THEIR READINESS.Expenses $984,408 · grants $90,944
- TELESTROKE SERVICES GRANT:CDC FUNDED PROGRAM THROUGH THE MONTANA DPHHS TO IMPROVE PATIENT CARE IN RURAL HOSPITALS THROUGH TELEVIDEO THE CDC HEALTH EQUITY GRANT: TO IMPLEMENT HEALTH EQUITY ACTIVITIES, INCLUDING SUPPORTING HEALTHCARE FACILITIES TO DEVELOP COMMUNITY HEALTH NEEDS ASSESSMENT AND IMPLEMENTATION PLANS, FACILITATING REGIONAL HEALTH EQUITY TASK FORCES, AND PROVIDING HEALTH EQUITY EDUCATION. ADDITIONALLY, THE GRANT FINANCIALLY SUPPORTS SUBCONTRACTS FOR THE DEVELOPMENT OF A MONTANA SPECIFIC SOCIAL DETERMINANTS OF HEALTH TOOL (MONTANA INDEX OF HEALTHY COMMUNITIES) AND REGIONAL CARE COORDINATION TO PROMOTE THE COMMUNITY HEALTH WORKER AND COMMUNITY INTEGRATED HEALTH PROFESSIONAL WORKFORCE.Expenses $142,112 · grants $81,773 · revenue $45,884
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990 on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 23-7338233
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (509(a)(2))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1973
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $1,526,680
- Income (IRS master file)
- $2,627,070
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2025 | $2,616,960 | $2,843,049 | $1,526,680 | IRS |
| 990 | December 2024 | $2,972,965 | $2,904,391 | $1,790,357 | IRS |
| 990 | December 2023 | $3,090,615 | $3,081,278 | $2,006,835 | XML |
| 990 | December 2022 | $3,790,637 | $3,700,547 | $2,071,944 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 23-7338233).
Questions about MONTANA HEALTH RESEARCH AND EDUCATION FOUNDATION INC
- What is the EIN of MONTANA HEALTH RESEARCH AND EDUCATION FOUNDATION INC?
- The employer identification number (EIN) of MONTANA HEALTH RESEARCH AND EDUCATION FOUNDATION INC is 23-7338233.
- Is MONTANA HEALTH RESEARCH AND EDUCATION FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1973.
- Are donations to MONTANA HEALTH RESEARCH AND EDUCATION FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does MONTANA HEALTH RESEARCH AND EDUCATION FOUNDATION INC file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of MONTANA HEALTH RESEARCH AND EDUCATION FOUNDATION INC due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did MONTANA HEALTH RESEARCH AND EDUCATION FOUNDATION INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2025.
- Who is the principal officer of MONTANA HEALTH RESEARCH AND EDUCATION FOUNDATION INC?
- The 990 for the year ended December 31, 2025 names AMBER DUSHIN.
- Who are the officers and directors of MONTANA HEALTH RESEARCH AND EDUCATION FOUNDATION INC?
- The 990 for the year ended December 31, 2025 lists 11 people; 0 received compensation from the organization.
- How much revenue does MONTANA HEALTH RESEARCH AND EDUCATION FOUNDATION INC have?
- On its 990 for the year ended December 31, 2025 it reported revenue of $2,616,960, expenses of $2,843,049 and total assets of $1,526,680 at year end.
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