MONTANA HEALTH PLUS (EIN 830579388) - 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

2018

Legal Domicile

Principal Officer

CINDY STERGAR

Phone

4064372021

Tax Period

2024-01-01 to 2024-12-31

MONTANA HEALTH PLUS, founded in 2018, is a community nonprofit in the Health Care sector that reported $3.0M in total revenue in fiscal year 2024. Revenue surged 114% from the prior year, signaling strong growth momentum. The organization ran a surplus of $1.0M, a strong 35% operating margin.

Mission

IMPROVE POPULATION HEALTH, PROVIDE A FORMAL STATEWIDE SYSTEM OF CARE, INCREASE OPTIMAL CLINIC OUTCOMES AND DECREASE OVERALL HEALTHCARE COSTS FOR PEOPLE IN MONTANA REGARDLESS OF INCOME OR COVERAGE STATUS, BY PROVIDING INTEGRATED, HIGH QUALITY, PATIENT-CENTERED CARE IN A NETWORK OF COMMUNITY-BASED HEALTH CENTERS TO THE CITIZENS OF MONTANA AND PRIVATE AND PUBLIC PAYERS.

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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 (2024)

Revenue Breakdown

Contributions & Grants $60,125

Program Service Revenue $2,793,028

Investment Income $148,861

Other Revenue $0

TOTAL REVENUE $3,002,014

Expense Breakdown

Grants Paid $1,479,309

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $1,719,301

Other Expenses $486,831

TOTAL EXPENSES $1,966,140

Year-over-Year Comparison

	2024	2023	Change
Revenue	$3,002,014	$1,402,278	+1.1%
Expenses	$1,966,140	$357,790	+4.5%
Net Income	$1,035,874	$1,044,488	0.0%

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

N/A

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
BETSEY SEGLEM	MEMBER	1.00	Director	$0	$0	$0
BILL PRESTON	MEMBER (START MARCH 2024)	1.00	Director	$0	$0	$0
CAROL TOWNSEND	MEMBER (THROUGH DEC 2024)	1.00	Director	$0	$0	$0
DAVID MARK	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
JAMIE BROWNELL	SECRETARY/TREASURER	1.00	Officer Director	$0	$0	$0
JON FORTE	MEMBER	1.00	Director	$0	$0	$0
JUSTIN MURGEL	MEMBER (THROUGH DEC 2024)	1.00	Director	$0	$0	$0
KELLY DUNCAN	MEMBER (THROUGH OCT 2024)	1.00	Director	$0	$0	$0
KYNDRA HALL	MEMBER	1.00	Director	$0	$0	$0
LARA SALAZAR	MEMBER	1.00	Director	$0	$0	$0
MARIA CLEMONS	PAST PRESIDENT	1.00	Officer Director	$0	$0	$0
MARY STERHAN	PRESIDENT	1.00	Officer Director	$0	$0	$0
RICHARD MILTENBURGER	MEMBER (START DEC 2024)	1.00	Director	$0	$0	$0
TAMMY COX	MEMBER	1.00	Director	$0	$0	$0
TRISTA BESICH	VICE PRESIDENT (THROUGH MARCH 2024)	1.00	Officer Director	$0	$0	$0
VICKI THUESEN	MEMBER (START DEC 2024)	1.00	Director	$0	$0	$0
PATRICK PEER	MEMBER (START NOV 2024)	1.00	Director	$0	$0	$0
LANDER COONEY	MEMBER (THROUGH DEC 2024)	1.00	Director	$0	$0	$0

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
2024	$3,002,014	$1,966,140	$4,782,360	$1,035,874
2023	$1,402,278	$357,790	$3,774,118	$1,044,488
2022	$1,148,327	$123,861	$2,694,247	$1,024,466
2021	$1,049,559	$121,528	$1,664,537	$928,031
2020	$582,397	$45,715	$725,953	$536,682
2019	$268,751	$83,786	$275,782	$184,965

MONTANA HEALTH PLUS