Nonprofit · EIN 81-1099715
HEADWATERS HEALTH FOUNDATION OF WESTERN MONTANA
Tax-exempt · MISSOULA, MT 59802
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $10,368,675 | $10,930,297 | -$561,622 | $127,500,140 | $2,240,691 | $125,259,449 |
| December 31, 2023 | 990-PF | $6,040,950 | $8,140,566 | -$2,099,616 | $123,719,137 | $2,190,921 | $121,528,216 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $0
- Dividends
- $2,491,507
- Net gain from sales of assets
- $5,515,387
- Other income
- $2,361,781
Expenses
- Grants and similar amounts paid
- $6,265,000
- Compensation of officers, directors and key employees
- $888,157
- Salaries, compensation and benefits (total)
- $566,836
- Disbursements for charitable purposes
- $9,641,844
- Excise tax on investment income
- $170,160
Balance sheet and other
- Total assets, start of year
- $123,719,137
- Total assets, end of year
- $127,500,140
- Total liabilities, end of year
- $2,240,691
- Net assets, end of year
- $125,259,449
- Fair market value of assets
- $127,500,140
- Qualifying distributions
- $9,672,344
- Net investment income
- $13,461,874
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 |
|---|---|---|---|---|
| MYNOR VELIZ 119 W MAIN STREET, MISSOULA, MT 59802 | CHIEF FINANCIAL OFFICER | 40 | $350,744 | $19,238 |
| BRENDA SOLORZANO-CAUDLE 119 W MAIN STREET, MISSOULA, MT 59802 | FORMER CHIEF EXECUTIVE OFFICER | 40 | $247,559 | $23,221 |
| ERIN SWITALSKI 119 W MAIN STREET, MISSOULA, MT 59802 | PROGRAM DIRECTOR | 40 | $187,068 | $21,551 |
| ASHLEY MORTON 119 W MAIN STREET, MISSOULA, MT 59802 | PROGRAM OFFICER Highest-paid employee | 40 | $126,981 | $14,393 |
| STEPHANIE SCHILLING 119 W MAIN STREET, MISSOULA, MT 59802 | EVALUATION AND OPERA Highest-paid employee | 40 | $102,615 | $8,816 |
| MEGAN A DUNGAN 119 W MAIN STREET, MISSOULA, MT 59802 | OPERATIONS MANAGER Highest-paid employee | 40 | $94,703 | $8,522 |
| ROBYN E WINDHAM 119 W MAIN STREET, MISSOULA, MT 59802 | COMMUNICATIONS SPECI Highest-paid employee | 40 | $92,183 | $8,288 |
| RUTH CRYSTAL 119 W MAIN STREET, MISSOULA, MT 59802 | PROGRAM OFFICER Highest-paid employee | 40 | $76,753 | $10,150 |
| CARLY D HARE 119 W MAIN STREET, MISSOULA, MT 59802 | CHIEF EXECUTIVE OFFICER | 40 | $37,954 | $822 |
| CARISSA KUHL 119 W MAIN STREET, MISSOULA, MT 59802 | CHAIR | 1.3 | $0 | $0 |
| KELLEY RISCHKE 119 W MAIN STREET, MISSOULA, MT 59802 | VICE CHAIR | 1.3 | $0 | $0 |
| RICHARD OPPER 119 W MAIN STREET, MISSOULA, MT 59802 | SECRETARY/TREASURER | 1.3 | $0 | $0 |
| RACHEL HUFF-DORIA 119 W MAIN STREET, MISSOULA, MT 59802 | TRUSTEE | 1.3 | $0 | $0 |
| ROBERT J PHILLIPS 119 W MAIN STREET, MISSOULA, MT 59802 | TRUSTEE | 1.3 | $0 | $0 |
| JASON SMITH 119 W MAIN STREET, MISSOULA, MT 59802 | TRUSTEE | 1.3 | $0 | $0 |
4 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MIKE STEWART 119 W MAIN STREET, MISSOULA, MT 59802 | TRUSTEE | 1.3 | $0 |
| JEANNE TWOHIG 119 W MAIN STREET, MISSOULA, MT 59802 | TRUSTEE | 1.3 | $0 |
| JENNIFER ST GODDARD 119 W MAIN STREET, MISSOULA, MT 59802 | TRUSTEE | 1.3 | $0 |
| MARILYN ZIMMERMAN 119 W MAIN STREET, MISSOULA, MT 59802 | TRUSTEE | 1.3 | $0 |
990-PF for the year ended December 31, 2023: 18 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| BRENDA SOLORZANO-CLAUDLE 119 W MAIN STREET, MISSOULA, MT 59802 | CHIEF EXECUTIVE OFFICER | 40 | $362,656 | $26,152 |
| MYNOR VELIZ 119 W MAIN STREET, MISSOULA, MT 59802 | CHIEF FINANCIAL OFFICER | 40 | $316,506 | $24,587 |
| ERIN SWITALSKI 119 W MAIN STREET, MISSOULA, MT 59802 | PROGRAM DIRECTOR | 40 | $149,665 | $16,204 |
| ASHLEY MORTON 119 W MAIN STREET, MISSOULA, MT 59802 | PROGRAM OFFICER Highest-paid employee | 40 | $93,697 | $7,506 |
| CARI L CUFFNEY 119 W MAIN STREET, MISSOULA, MT 59802 | PROGRAM OFFICER Highest-paid employee | 40 | $93,493 | $9,438 |
| STEPHANIE SCHILLING 119 W MAIN STREET, MISSOULA, MT 59802 | EVALUATION AND OPERA Highest-paid employee | 40 | $86,033 | $5,006 |
| ROBYN E WINDHAM 119 W MAIN STREET, MISSOULA, MT 59802 | COMMUNICATIONS SPECI Highest-paid employee | 40 | $79,327 | $4,604 |
| RUTH CRYSTAL 119 W MAIN STREET, MISSOULA, MT 59802 | PROGRAM OFFICER Highest-paid employee | 40 | $70,234 | $6,590 |
| CARISSA KUHL 119 W MAIN STREET, MISSOULA, MT 59802 | CHAIR | 1.3 | $0 | $0 |
| KELLEY RISCHKE 119 W MAIN STREET, MISSOULA, MT 59802 | VICE CHAIR | 1.3 | $0 | $0 |
| RICHARD OPPER 119 W MAIN STREET, MISSOULA, MT 59802 | SECRETARY/TREASURER | 1.3 | $0 | $0 |
| RACHEL HUFF-DORIA 119 W MAIN STREET, MISSOULA, MT 59802 | TRUSTEE | 1.3 | $0 | $0 |
| ROBERT J PHILLIPS 119 W MAIN STREET, MISSOULA, MT 59802 | TRUSTEE | 1.3 | $0 | $0 |
| JASON SMITH 119 W MAIN STREET, MISSOULA, MT 59802 | TRUSTEE | 1.3 | $0 | $0 |
| MIKE STEWART 119 W MAIN STREET, MISSOULA, MT 59802 | TRUSTEE | 1.3 | $0 | $0 |
| JEANNE TWOHIG 119 W MAIN STREET, MISSOULA, MT 59802 | TRUSTEE | 1.3 | $0 | $0 |
| JENNIFER ST GODDARD 119 W MAIN STREET, MISSOULA, MT 59802 | TRUSTEE | 1.3 | $0 | $0 |
| MARILYN ZIMMERMAN 119 W MAIN STREET, MISSOULA, MT 59802 | TRUSTEE | 1.3 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 119 W MAIN ST, MISSOULA, MT 59802-4311
- Signed the 990-PF
- RICHARD OPPER, TREASURER
- Phone
- (406) 926-6526
- Website
- WWW.HEADWATERSMT.ORG
- Return prepared by
- BAKER TILLY ADVISORY GROUP LP
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
- 81-1099715
- 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
- 2016
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Health care (E12)
- Assets (IRS master file)
- $127,500,140
- Income (IRS master file)
- $47,469,590
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $10,368,675 | $10,930,297 | $127,500,140 | XML |
| 990-T | December 2024 | – | – | – | IRS |
| 990-PF | December 2023 | $6,040,950 | $8,140,566 | $123,719,137 | XML |
| 990-T | December 2023 | – | – | – | IRS |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-T | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 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 81-1099715).
Questions about HEADWATERS HEALTH FOUNDATION OF WESTERN MONTANA
- What is the EIN of HEADWATERS HEALTH FOUNDATION OF WESTERN MONTANA?
- The employer identification number (EIN) of HEADWATERS HEALTH FOUNDATION OF WESTERN MONTANA is 81-1099715.
- Is HEADWATERS HEALTH FOUNDATION OF WESTERN MONTANA tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2016.
- Are donations to HEADWATERS HEALTH FOUNDATION OF WESTERN MONTANA tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does HEADWATERS HEALTH FOUNDATION OF WESTERN MONTANA file?
- Form 990-PF. Private foundations file every year.
- When is the next return of HEADWATERS HEALTH FOUNDATION OF WESTERN MONTANA 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 HEADWATERS HEALTH FOUNDATION OF WESTERN MONTANA 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 HEADWATERS HEALTH FOUNDATION OF WESTERN MONTANA?
- The 990-PF for the year ended December 31, 2024 lists 19 people; 9 received compensation from the organization, the highest $350,744 (MYNOR VELIZ, CHIEF FINANCIAL OFFICER).
- How much revenue does HEADWATERS HEALTH FOUNDATION OF WESTERN MONTANA have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $10,368,675, expenses of $10,930,297 and total assets of $127,500,140 at year end.
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