MONTANA HEALTH RESEARCH & EDUCATION FOUNDATION (EIN 237338233) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1973

Legal Domicile

Principal Officer

AMBER DUSHIN

Phone

4064421911

Tax Period

2023-01-01 to 2023-12-31

MONTANA HEALTH RESEARCH & EDUCATION FOUNDATION, founded in 1973, is a community nonprofit that reported $3.1M in total revenue in fiscal year 2023. Revenue decreased 18% compared to the prior year.

Mission

TO PURSUE FUNDING OPPORTUNITIES TO PROVIDE FINANCIAL, TECHNICAL, AND INNOVATIVE PROGRAM SUPPORT TO MHA MEMBERS AND THE COMMUNITIES THEY SERVE.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $3,031,691

Program Service Revenue $51,380

Investment Income $7,544

Other Revenue $0

TOTAL REVENUE $3,090,615

Expense Breakdown

Grants Paid $501,807

Salaries & Benefits $1,409,937

Fundraising Expenses $0

Program Expenses $2,458,691

Other Expenses $1,169,534

TOTAL EXPENSES $3,081,278

Year-over-Year Comparison

	2023	2022	Change
Revenue	$3,090,615	$3,790,637	-0.2%
Expenses	$3,081,278	$3,700,547	-0.2%
Net Income	$9,337	$90,090	-0.9%

Key Indicators

✓ Grants to Organizations ✓ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

N/A

Volunteers

Governance Policies

✓ Conflict of Interest Policy

✓ Whistleblower Policy

✓ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$164,234

Total Directors

$31,541

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ROBERT OLSEN	SECRETARY	3.00	Officer Director	$0	$543	$31,541
KELLEY EVANS	CHAIR	3.00	Officer Director	$0	$0	$0
CODY LANGBEHN	DIRECTOR	3.00	Director	$0	$0	$0
DEVIN HUNTLEY	DIRECTOR	3.00	Director	$0	$0	$0
LAURA MERCHANT	DIRECTOR	3.00	Director	$0	$0	$0
ADAM SCHAFER	DIRECTOR	3.00	Director	$0	$0	$0
KRISTI GATRELL	VICE CHAIR	3.00	Director	$0	$0	$0
MATT WALLER	TREASURER	3.00	Director	$0	$0	$0
SHANI RICH	EXECUTIVE DIRECTOR	40.00	Officer	$106,625	$26,068	$132,693

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2025	No data	No data	No data	No data
2024	No data	No data	No data	No data
2023	$3,090,615	$3,081,278	$2,006,835	$9,337
2022	$3,790,637	$3,700,547	$2,071,944	$90,090
2021	$4,435,703	$4,239,555	$2,112,895	$196,148
2020	$2,983,996	$3,070,158	$2,872,706	$-86,162
2019	$3,356,540	$3,290,352	$1,760,942	$66,188
2018	$3,015,012	$2,977,515	$1,603,515	$37,497

MONTANA HEALTH RESEARCH & EDUCATION FOUNDATION