Nonprofit · EIN 45-1295465
MONTANA HEALTH COOPERATIVE
Tax-exempt · HELENA, MT 59604
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990 | $453,432,307 | $501,285,329 | -$47,853,022 | $115,575,354 | $77,888,360 | $37,686,994 |
| December 31, 2024 | 990 | $486,076,422 | $493,868,793 | -$7,792,371 | $197,023,662 | $122,324,908 | $74,698,754 |
| December 31, 2023 | 990 | $482,560,024 | $482,133,928 | $426,096 | $182,882,247 | $94,746,473 | $88,135,774 |
Financial details: 990 for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $450,509,594
- Investment income
- $2,909,156
- Net gain from sales of assets
- $206,032
- Other revenue
- $13,557
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $2,307,448
- Other salaries and wages
- $2,920,477
- Salaries, compensation and benefits (total)
- $6,494,880
- Professional fundraising fees
- $0
- Legal fees
- $271,334
- Accounting fees
- $122,149
- Occupancy
- $242,236
- Travel
- $65,988
Balance sheet and other
- Total assets, start of year
- $197,023,661
- Total assets, end of year
- $115,575,354
- Total liabilities, end of year
- $77,888,360
- Net assets, end of year
- $37,686,994
- Land, buildings and equipment
- $870,036
- Gross receipts
- $509,150,112
- Employees
- 50
- Volunteers
- 0
- Year formed
- 2010
- 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 | Other / benefits |
|---|---|---|---|---|
| BLAIR FJESETH | CEO Officer, Highest-paid employee | 40 | $439,621 | $30,575 |
| DAVID SLONAKER | CFO Officer, Highest-paid employee | 40 | $310,955 | $43,562 |
| DARREL STONE | VP OF IT and BI Highest-paid employee | 40 | $267,561 | $34,587 |
| MARK WALTERS | VP BUSINESS DEVELOPMENT Highest-paid employee | 40 | $236,154 | $43,321 |
| JEFFREY SWINGLEY | VP SALES Highest-paid employee | 40 | $239,356 | $13,050 |
| MELISSA MCVAUGH | DIRECTOR CLINICAL PROGRAM Key employee | 40 | $198,299 | $32,525 |
| JUSTIN MURGEL | VP-PROVIDER NETWORK Key employee | 40 | $201,194 | $25,869 |
| JACALYN BOYLE | SVP-EXTERNAL AFFAIRS Key employee | 40 | $188,291 | $26,340 |
| PEGGY WORLEY | CONTROLLER Key employee | 40 | $169,453 | $34,020 |
| REBECCA LAFOND | CHAIR Trustee or director, Officer | 1 | $20,700 | $0 |
| MICHAEL MCMURRAY | TREASURER Trustee or director, Officer | 1 | $12,200 | $0 |
| MONICA LINDEEN | DIRECTOR Trustee or director | 1 | $12,200 | $0 |
| MARK REINSEL | DIRECTOR Trustee or director | 1 | $12,200 | $0 |
| NOLAN HILL | DIRECTOR Trustee or director, Officer | 1 | $11,700 | $0 |
| LISA BALLARD | SECRETARY Trustee or director, Officer | 1 | $11,200 | $0 |
9 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| STEVE MATTHEWS | DIRECTOR Trustee or director | 1 | $8,700 |
| STASIA CREEK | DIRECTOR Trustee or director | 1 | $8,700 |
| ALEX MUROMSEW | DIRECTOR Trustee or director, Former | 1 | $8,700 |
| LACY KOWALSKI | DIRECTOR Trustee or director | 1 | $8,700 |
| PAUL MCDONALD | DIRECTOR Trustee or director | 1 | $8,700 |
| ANNALESE WARNER | DIRECTOR Trustee or director | 1 | $8,700 |
| CHRISTINA GOE | DIRECTOR Trustee or director | 1 | $8,200 |
| JEREMY JOHNSON | DIRECTOR Trustee or director | 1 | $8,200 |
| CAITLIN BORGMANN | DIRECTOR Trustee or director | 1 | $7,700 |
990 for the year ended December 31, 2024: 30 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| BLAIR FJESETH | CEO Officer | 40 | $368,327 | $30,208 |
| DAVID SLONAKER | CFO Officer | 40 | $264,624 | $43,957 |
| RICHARD MILTENBERGER | FORMER CEO Officer, Former | 40 | $236,319 | $42,435 |
| DARREL STONE | VP OF IT BI Key employee | 40 | $238,946 | $33,169 |
| JAMES WARNER | VP-PROVIDER NETWORK Key employee | 40 | $215,655 | $35,130 |
| JEFFREY SWINGLEY | VP SALES Key employee | 40 | $233,008 | $14,087 |
| MARK WALTERS | VP BUSINESS DEVELOPMENT Key employee | 40 | $189,449 | $46,835 |
| MELISSA MCVAUGH | DIRECTOR CLINICAL PROGRAM Highest-paid employee | 40 | $184,360 | $38,730 |
| PEGGY WORLEY | CONTROLLER Highest-paid employee | 40 | $160,663 | $37,559 |
| LEAH MARTIN | ASSISTANT VICE PRESIDENT Highest-paid employee | 40 | $118,523 | $48,194 |
| CHRISTINE MENDENHALL | DIRECTOR MEMBER SERVICES Highest-paid employee | 40 | $121,061 | $36,659 |
| KATHRON ISLEY | QUALITY DIRECTOR Highest-paid employee | 40 | $118,676 | $14,659 |
| BRANDON RUSSELL | NETWORK ADMINISTRATOR Highest-paid employee | 40 | $102,213 | $30,264 |
| MELISSA VANPERNIS | PROJECTS MANAGER Highest-paid employee | 40 | $113,396 | $7,552 |
| RICHARD WESSENBERG | SALES EXECUTIVE Highest-paid employee | 40 | $108,421 | $7,201 |
| REBECCA LAFOND | CHAIR Trustee or director, Officer | 1 | $24,900 | $0 |
| MARK REINSEL | DIRECTOR Trustee or director | 1 | $14,900 | $0 |
| MICHAEL MCMURRAY | TREASURER Trustee or director, Officer | 1 | $13,250 | $0 |
| NOLAN HILL | DIRECTOR Trustee or director | 1 | $12,700 | $0 |
| LISA BALLARD | SECRETARY Trustee or director, Officer | 1 | $12,650 | $0 |
| LIESEL BRINK | DIRECTOR Trustee or director | 1 | $12,600 | $0 |
| LACY KOWALSKI | DIRECTOR Trustee or director | 1 | $12,400 | $0 |
| MONICA LINDEEN | DIRECTOR Trustee or director | 1 | $12,200 | $0 |
| T CHRIS MUIRHEAD | DIRECTOR Trustee or director | 1 | $12,150 | $0 |
| CHRISTINA GOE | DIRECTOR Trustee or director | 1 | $12,100 | $0 |
| PAUL MCDONALD | DIRECTOR Trustee or director | 1 | $11,000 | $0 |
| STASIA CREEK | DIRECTOR Trustee or director | 1 | $10,650 | $0 |
| TOM BASSLER | DIRECTOR Trustee or director | 1 | $10,400 | $0 |
| PATTY HAMBLOCK | DIRECTOR Trustee or director | 1 | $10,400 | $0 |
| ALEX MUROMSEW | DIRECTOR Trustee or director | 1 | $9,900 | $0 |
990 for the year ended December 31, 2023: 28 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| RICHARD MILTENBERGER | CEO Officer | 40 | $453,691 | $55,313 |
| DAVID SLONAKER | CFO Officer | 40 | $267,928 | $45,271 |
| BLAIR FJESETH | COO Officer | 40 | $273,373 | $25,194 |
| JEFFREY SWINGLEY | VP SALES Key employee | 40 | $234,977 | $12,308 |
| DARREL STONE | VP OF IT & BI Key employee | 40 | $199,781 | $32,684 |
| MELISSA MCVAUGH | DIRECTOR CLINICAL PROGRAM Highest-paid employee | 40 | $192,825 | $37,015 |
| GREG SONNENBERG | VP-ID OPS Key employee | 40 | $200,767 | $26,145 |
| PEGGY WORLEY | CONTROLLER Highest-paid employee | 40 | $170,488 | $33,196 |
| MARK WALTERS | VP BUSINESS DEVELOPMENT Key employee | 40 | $153,829 | $40,325 |
| RONDA MCMILLAN | FORMER OFFICER (CEAO) Former | 40 | $179,464 | $0 |
| LEAH MARTIN | ASSISTANT VICE PRESIDENT Highest-paid employee | 40 | $117,944 | $45,998 |
| CHRISTINE MENDENHALL | DIRECTOR MEMBER SERVICES Highest-paid employee | 40 | $127,582 | $30,345 |
| MORRIS MCGAUGH | DIRECTOR PROVIDER NETWORK Highest-paid employee | 40 | $134,209 | $20,317 |
| REBECCA LAFOND | CHAIR Trustee or director, Officer | 1 | $21,800 | $0 |
| MICHAEL MCMURRAY | TREASURER Trustee or director, Officer | 1 | $10,550 | $0 |
| NOLAN HILL | DIRECTOR Trustee or director | 1 | $10,550 | $0 |
| LIESEL BRINK | DIRECTOR Trustee or director | 1 | $10,050 | $0 |
| TOM BASSLER | DIRECTOR Trustee or director | 1 | $9,800 | $0 |
| STASIA CREEK | DIRECTOR Trustee or director | 1 | $9,800 | $0 |
| PATTY HAMBLOCK | DIRECTOR Trustee or director | 1 | $9,800 | $0 |
| LACY KOWALSKI | DIRECTOR Trustee or director | 1 | $9,800 | $0 |
| PAUL MCDONALD | DIRECTOR Trustee or director | 1 | $9,800 | $0 |
| MARK REINSEL | DIRECTOR Trustee or director | 1 | $9,800 | $0 |
| LISA BALLARD | SECRETARY Trustee or director, Officer | 1 | $9,350 | $0 |
| CHRISTINA GOE | DIRECTOR Trustee or director | 1 | $9,300 | $0 |
| MONICA LINDEEN | DIRECTOR Trustee or director | 1 | $8,600 | $0 |
| T CHRIS MUIRHEAD | DIRECTOR Trustee or director | 1 | $8,300 | $0 |
| JOSH SAUNDERS | DIRECTOR (THRU 05/2023) Trustee or director | 1 | $2,700 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 5358, HELENA, MT 59604-5358
- In care of
- % RICHARD MILTENBERGER
- Mailing address (990-N for 2012)
- PO BOX 5358, HELENA MT 59604
- Principal officer (990 for 2025)
- DAVID SLONAKER, PO BOX 5358, HELENA, MT 59604
- Principal officer (990-N for 2012)
- LARRY TURNEY, 3400 CENTENNIAL DRIVE, HELENA MT 59601
- Signed the 990
- DAVID SLONAKER, CFO
- Phone
- (406) 447-9510
- Website
- www.mhc.coop
Mission
THE ORGANIZATION OFFERS TRUE NON-PROFIT MEMBER GOVERNED HEALTH INSURANCE THAT PROMOTES MEMBER ENGAGEMENT AND PROVIDES ACCESS TO HIGH QUALITY HEALTH CARE.
Program accomplishments
- THE ORGANIZATIONS LARGEST PROGRAM SERVICE ACCOMPLISHMENT IS THE SALE OF INSURANCE WHILE SUPPORTING THEIR MEMBERS AND ADHERING TO FEDERAL AND STATE GUIDELINES AS REQUIRED UNDER THE ORGANIZATION STRUCTURE. THIS INCLUDES MEDICARE SUPPLEMENT POLICY SALES.0
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
- 45-1295465
- Tax-exempt status
- 501(c)(29)
- Donations deductible
- No
- Exempt since
- 2013
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Mutual and membership benefit (Y20)
- Assets (IRS master file)
- $115,575,354
- Income (IRS master file)
- $509,150,112
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2025 | $453,432,307 | $501,285,329 | $115,575,354 | XML |
| 990 | December 2024 | $486,076,422 | $493,868,793 | $197,023,662 | XML |
| 990 | December 2023 | $482,560,024 | $482,133,928 | $182,882,247 | XML |
| 990 | December 2022 | $285,775,835 | $286,126,139 | $154,017,085 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2019 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
| 990-N for 2012 Officer: LARRY TURNEY | December 31, 2012 | ≤ $50,000 receipts | – | – | e-Postcard |
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 45-1295465).
Questions about MONTANA HEALTH COOPERATIVE
- What is the EIN of MONTANA HEALTH COOPERATIVE?
- The employer identification number (EIN) of MONTANA HEALTH COOPERATIVE is 45-1295465.
- Is MONTANA HEALTH COOPERATIVE tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(29) since 2013.
- Are donations to MONTANA HEALTH COOPERATIVE tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does MONTANA HEALTH COOPERATIVE 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 COOPERATIVE 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 COOPERATIVE 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 COOPERATIVE?
- The 990 for the year ended December 31, 2025 names DAVID SLONAKER.
- Who are the officers and directors of MONTANA HEALTH COOPERATIVE?
- The 990 for the year ended December 31, 2025 lists 24 people; 24 received compensation from the organization, the highest $439,621 (BLAIR FJESETH, CEO).
- How much revenue does MONTANA HEALTH COOPERATIVE have?
- On its 990 for the year ended December 31, 2025 it reported revenue of $453,432,307, expenses of $501,285,329 and total assets of $115,575,354 at year end.
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