Nonprofit · EIN 46-6854005
MONTANA HEALTHCARE FOUNDATION
Tax-exempt · BOZEMAN, MT 59715
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $30,150,934 | $10,325,923 | $19,825,011 | $283,925,399 | $2,942,519 | $280,982,880 |
| December 31, 2023 | 990-PF | $8,046,337 | $11,780,656 | -$3,734,319 | $249,811,431 | $4,687,710 | $245,123,721 |
| December 31, 2021 | 990-PF (amended) | $24,073,505 | $10,606,490 | $13,467,015 | $254,936,905 | $2,887,162 | $252,049,743 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $21,695,014
- Dividends
- $2,657,663
- Interest
- $1,176,263
- Net rental income
- $305,935
- Net gain from sales of assets
- $4,168,166
- Other income
- $50,782
Expenses
- Grants and similar amounts paid
- $3,458,767
- Compensation of officers, directors and key employees
- $558,498
- Salaries, compensation and benefits (total)
- $2,021,110
- Disbursements for charitable purposes
- $11,087,635
- Excise tax on investment income
- $127,761
Balance sheet and other
- Total assets, start of year
- $249,811,431
- Total assets, end of year
- $283,925,399
- Total liabilities, end of year
- $2,942,519
- Net assets, end of year
- $280,982,880
- Fair market value of assets
- $287,235,786
- Qualifying distributions
- $12,951,020
- Net investment income
- $11,258,399
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-PF for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| AARON WERNHAM 777 EAST MAIN ST SUITE 201, BOZEMAN, MT 59715 | CEO | 40 | $342,498 | $38,995 |
| PRICE KLAAS 777 EAST MAIN ST SUITE 201, BOZEMAN, MT 59715 | OPERATIONS DIRECTOR Highest-paid employee | 40 | $175,891 | $25,407 |
| SCOTT MALLOY 777 EAST MAIN ST SUITE 201, BOZEMAN, MT 59715 | PROGRAM DIRECTOR Highest-paid employee | 40 | $164,229 | $25,743 |
| TRESSIE WHITE 777 EAST MAIN ST SUITE 201, BOZEMAN, MT 59715 | PROGRAM DIRECTOR Highest-paid employee | 40 | $162,980 | $25,725 |
| KIELY HOUSTON 777 EAST MAIN ST SUITE 201, BOZEMAN, MT 59715 | DATA & EVALUATION MA Highest-paid employee | 40 | $153,255 | $23,448 |
| TRACY MENUEZ 777 EAST MAIN ST SUITE 201, BOZEMAN, MT 59715 | SENIOR PROGRAM OFFIC Highest-paid employee | 40 | $146,271 | $23,328 |
| PAUL COOK 777 EAST MAIN ST SUITE 201, BOZEMAN, MT 59715 | CHAIR | 10 | $36,000 | $0 |
| GERALD GRAY 777 EAST MAIN ST SUITE 201, BOZEMAN, MT 59715 | VICE-CHAIR | 8 | $36,000 | $0 |
| WILLIAM UNDERRINER 777 EAST MAIN ST SUITE 201, BOZEMAN, MT 59715 | TREASURER | 12 | $36,000 | $0 |
| MICHAEL HARRINGTON 777 EAST MAIN ST SUITE 201, BOZEMAN, MT 59715 | SECRETARY | 7 | $36,000 | $0 |
| JUDITH LAPAN 777 EAST MAIN ST SUITE 201, BOZEMAN, MT 59715 | TRUSTEE | 8 | $36,000 | $0 |
| JOANNE PIEPER 777 EAST MAIN ST SUITE 201, BOZEMAN, MT 59715 | TRUSTEE | 9 | $36,000 | $0 |
990-PF for the year ended December 31, 2023: 13 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| AARON WERNHAM 777 EAST MAIN SUITE 201, BOZEMAN, MT 59715 | CEO | 40 | $321,437 | $34,687 |
| SCOTT MALLOY 777 EAST MAIN SUITE 201, BOZEMAN, MT 59715 | PROGRAM DIRECTOR Highest-paid employee | 40 | $162,162 | $24,809 |
| TRESSIE WHITE 777 EAST MAIN SUITE 201, BOZEMAN, MT 59715 | PROGRAM DIRECTOR Highest-paid employee | 40 | $153,549 | $24,551 |
| KIELY HOUSTON 777 EAST MAIN SUITE 201, BOZEMAN, MT 59715 | DATA & EVALUATION MA Highest-paid employee | 40 | $153,074 | $22,432 |
| PRICE KLAAS 777 EAST MAIN SUITE 201, BOZEMAN, MT 59715 | OPERATIONS DIRECTOR Highest-paid employee | 40 | $145,991 | $23,303 |
| TRACY MENUEZ 777 EAST MAIN SUITE 201, BOZEMAN, MT 59715 | SENIOR PROGRAM OFFIC Highest-paid employee | 40 | $130,884 | $20,828 |
| JUDITH LAPAN 777 EAST MAIN SUITE 201, BOZEMAN, MT 59715 | CHAIR | 10 | $36,000 | $0 |
| PAUL COOK 777 EAST MAIN SUITE 201, BOZEMAN, MT 59715 | VICE-CHAIR | 8 | $36,000 | $0 |
| WILLIAM UNDERRINER 777 EAST MAIN SUITE 201, BOZEMAN, MT 59715 | TREASURER | 12 | $36,000 | $0 |
| GERALD GRAY 777 EAST MAIN SUITE 201, BOZEMAN, MT 59715 | SECRETARY | 9 | $36,000 | $0 |
| MICHAEL HARRINGTON 777 EAST MAIN SUITE 201, BOZEMAN, MT 59715 | TRUSTEE | 8 | $36,000 | $0 |
| JOANNE PIEPER 777 EAST MAIN SUITE 201, BOZEMAN, MT 59715 | TRUSTEE | 9 | $36,000 | $0 |
| DENIS PRAGER 777 EAST MAIN SUITE 201, BOZEMAN, MT 59715 | TRUSTEE | 2.3 | $6,000 | $0 |
990-PF for the year ended December 31, 2021: 13 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| AARON WERNHAM 777 EAST MAIN SUITE 206, BOZEMAN, MT 59715 | CEO | 40 | $282,734 | $27,633 |
| THEODORE MADDEN 777 EAST MAIN SUITE 206, BOZEMAN, MT 59715 | COO Highest-paid employee | 40 | $173,379 | $22,119 |
| SCOTT MALLOY 777 EAST MAIN SUITE 206, BOZEMAN, MT 59715 | PROGRAM DIRECTOR Highest-paid employee | 40 | $157,568 | $21,353 |
| TRESSIE WHITE 777 EAST MAIN SUITE 206, BOZEMAN, MT 59715 | PROGRAM DIRECTOR Highest-paid employee | 40 | $145,201 | $19,861 |
| KELSEY GUMMER 777 EAST MAIN SUITE 206, BOZEMAN, MT 59715 | SENIOR PROGRAM OFFIC Highest-paid employee | 40 | $101,614 | $16,857 |
| KASSIE RUNSABOVE 777 EAST MAIN SUITE 206, BOZEMAN, MT 59715 | PROGRAM OFFICER Highest-paid employee | 40 | $96,785 | $17,640 |
| WILLIAM UNDERRINER 777 EAST MAIN SUITE 206, BOZEMAN, MT 59715 | TREASURER | 9 | $36,000 | $0 |
| MICHAEL HARRINGTON 777 EAST MAIN SUITE 206, BOZEMAN, MT 59715 | CHAIR | 10 | $36,000 | $0 |
| GERALD GRAY 777 EAST MAIN SUITE 206, BOZEMAN, MT 59715 | TRUSTEE | 9 | $36,000 | $0 |
| JUDITH LAPAN 777 EAST MAIN SUITE 206, BOZEMAN, MT 59715 | VICE-CHAIR | 9 | $36,000 | $0 |
| JOANNE PIEPER 777 EAST MAIN SUITE 206, BOZEMAN, MT 59715 | TRUSTEE | 9 | $36,000 | $0 |
| PAUL COOK 777 EAST MAIN SUITE 206, BOZEMAN, MT 59715 | SECRETARY | 9 | $36,000 | $0 |
| DENIS PRAGER 777 EAST MAIN SUITE 206, BOZEMAN, MT 59715 | TRUSTEE | 2.3 | $24,000 | $0 |
Address and contacts
- Address (IRS master file)
- 777 E MAIN ST STE 201, BOZEMAN, MT 59715-3809
- In care of
- % PRICE KLAAS
- Signed the 990-PF
- PAUL COOK, CHAIR
- Phone
- (406) 451-7060
- Website
- WWW.MTHF.ORG
- Return prepared by
- CLARK NUBER PS
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. 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 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 46-6854005
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 2013
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $283,925,399
- Income (IRS master file)
- $74,468,927
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $30,150,934 | $10,325,923 | $283,925,399 | XML |
| 990-T | December 2024 | – | – | – | IRS |
| 990-PF | December 2023 | $8,046,337 | $11,780,656 | $249,811,431 | XML |
| 990-T | December 2023 | – | – | – | IRS |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-T | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | $24,073,505 | $10,606,490 | $254,936,905 | XML |
| 990-T | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-T | December 2020 | – | – | – | IRS |
| 990-PF | 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 46-6854005).
Questions about MONTANA HEALTHCARE FOUNDATION
- What is the EIN of MONTANA HEALTHCARE FOUNDATION?
- The employer identification number (EIN) of MONTANA HEALTHCARE FOUNDATION is 46-6854005.
- Is MONTANA HEALTHCARE FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2013.
- Are donations to MONTANA HEALTHCARE FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does MONTANA HEALTHCARE FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of MONTANA HEALTHCARE FOUNDATION due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did MONTANA HEALTHCARE FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2024.
- Who are the officers and directors of MONTANA HEALTHCARE FOUNDATION?
- The 990-PF for the year ended December 31, 2024 lists 12 people; 12 received compensation from the organization, the highest $342,498 (AARON WERNHAM, CEO).
- How much revenue does MONTANA HEALTHCARE FOUNDATION have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $30,150,934, expenses of $10,325,923 and total assets of $283,925,399 at year end.
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