· Public charity
Montana Health Research & Education Foundation
To pursue funding opportunities to provide financial, technical, and innovative program support to mha members and the communities they serve.
What you funded, over time
Every grant clustered by its grantee’s IRS cause code (NTEE), by year — across FY2018–2025.
Where the money goes
Your grants by size, and where they go.
The 2 grants below total $64,950 — the rows itemised in this filing. The $172,717 headline is the total grant expense reported on the return, so the remaining $107,767 is giving the schedule does not break out: grants under the $5,000 itemisation floor, grants to individuals, and grants reported on other schedules. Every figure below describes the itemised rows only.
| Recipient | Amount |
|---|---|
| NATIONAL DISASTER LIFE | $41,950 |
| Individual grant recipient | $23,000 |
Do your dollars go where the need is?
Each grant placed by the hardship in its grantee’s ZIP, then read against the area’s typical level.
Dollar for dollar, your grants (FY18–25) land where the poverty rate runs at 13%, against an area that typically sits at 12%. 46% of your dollars go to grantees based in above-average-need neighborhoods. Your grants spread fairly evenly across need levels.
Matched: human-services grants are those whose grantee’s IRS cause code is Human Services. Placed by people below the poverty linein the grantee’s ZIP, averaged from the tracts in that ZIP; grantee ZIP can differ from where services are delivered.
US grants placed by each grantee’s ZIP, which can differ from where services are actually delivered. Need from public data — U.S. Census/ACS, CDC PLACES, Eviction Lab, USDA — shown as context about the area, never attributed to your giving.
Who you back again
Which organizations you funded more than once, and which you funded a single time. Each grantee is matched to its own filings.
And the relationships you keep tend to grow: grantees you re-up on have seen median revenue of +45% since the first grant, against +42% for the ones you funded once.
25 repeat relationships — 0 still active in FY2025, 25 since wound down; 2 grantees were first funded in FY2025 (too recent to call).
How the two cohorts compare
Organizations
Total granted
Median revenue growth · since first grant
Still filing today
New vs renewed · share of each year
In FY2025, 0% of grant dollars renewed an existing relationship; $65k went to new ones.
First-time = a grantee’s first year in your filing window; renewed = funded in an earlier year too. As a portfolio matures the renewed share naturally climbs — once funded, an org stays “renewable” — so the signal is the years that buck it (a new-grantee intake wave). The earliest year is left-censored: relationships that predate the data read as “new.” Theme is the grantee’s IRS cause.
Backed again, and grew
- MPMOUNTAIN PACIFIC QUALITY HEALTH FOUNDATION3× · 2020–2022 · $204k · revenue +12%
- SJST JAMES HEALTHCARE5× · 2018–2022 · $135k · revenue +27%
- LHLOGAN HEALTH - CONRAD3× · 2018–2020 · $79k · revenue +32%
Funded once
- MPMONTANA PRIMARY CARE ASSOCIATION INCone grant, 2022 · $87k · revenue -48%
- LHLOGAN HEALTHgraduatedone grant, 2018 · $69k · revenue +596%
- SPST PATRICK HOSPITAL FOUNDATIONgraduatedone grant, 2018 · $45k · revenue +155%
Repeat = funded in two or more distinct years; growth and survival are read from each grantee’s own subsequent IRS filings.
The map has a center of gravity: the average direction from the rest of the sector toward the organizations the foundation funds — the shape of its giving. Scoring every nonprofit along that direction surfaces the ones that look most like the portfolio. These are the closest matchesthat aren’t grantees — a resemblance in what they say they do, not a recommendation.
Mission: sustainable excellence in patient and resident focused care. vision: grow to become the trusted healthcare provider and employer of choice in sweet grass county.
Logan health shelby is a 21-bed 501(c)(3), non-profit, community critical access hospital located in shelby, montana. the hospital serves toole county and surrounding communities providing emergency care, acute care, skilled swing bed…
Health care services for the people of western nebraska and eastern wyoming.
Montana hospital association is the principal advocate for the interests of members in their efforts to improve the health status of the communities they serve.
At Mountrail County Health Center we strive to create an environment which encourages all individuals to attain their highest level of physical, emotional, and spiritual health.We will achieve this environment by adhering to the words of…
Our dedicated team puts the patient first, delivers quality cost-effective healthcare and promotes wellness to all we serve.
Cumberland Medical Center provides quality healthcare, in alignment with Covenant Health's mission to serve the community by improving the quality of life through better health, regardless of the patient's ability to pay.
Roane County Medical Center provides quality healthcare, in alignment with Covenant Health's mission to serve the community by improving the quality of life through better health, regardless of a patient's ability to pay.
Penobscot Bay Medical Center (PBMC) is an acute care hospital that offers inpatient and outpatient care, diagnostic, therapeutic and rehabilitative services, patient and community education, and a full range of specialty services through…
Madison regional health system serves as a community health focal point through the provision of compassionate, quality, and innovative care.
To encourage and support a healthier community.
Renown Health makes a genuine difference in the health and well-being of the people and communities we serve.
For reference, the grantee most central to the portfolio’s shape is Billings Clinic and the most unlike its peers is National Disaster Life Support Foundation Inc. Resemblance is measured on each organization’s own IRS 990 mission text; it reflects how work is described, not its quality or impact.
Your grantees are a median of 56 years old; the field is 19. You back the established end — and your money leans older still.
The field is 18% startups (under 5 years old) — 0% of your grantees by number, and just 0% of your money.
The orgs you fund almost never close — 0.0% lost their exemption, against 8% of the field you don’t fund.
Age = years since IRS exemption (a founding proxy). “Closed” = auto-revocation for 3 years of non-filing — a floor on closure, not proof, and bigger established orgs lapse least. Association, not causation.
55 grantees tracked through their own filings, 2017–2025.
Each one resolved to its own IRS returns and tracked year by year — your grant beside their revenue from every source. Association, dated; never a causal claim.
Counted here: distinct organizations you funded across 2017–2025, not grant rows in a single year — so this will not match the grant count on the cover. 55 of the 71 grantees resolved in that span have returns of their own we could reconcile; the rest are funded organizations whose filings we could not track year by year.
Where your money sits — by cause, then by grantee
Each org by its size and your share of it — top-left is where you’re load-bearing
Go grantee by grantee — a decade per org, and how each moved after you funded them
A decade per grantee — revenue shaded, your grants as bars, all rows on one timeline.
- Who funds MOUNTAIN PACIFIC QUALITY HEALTH FOUNDATION ↗
- Who funds ST JAMES HEALTHCARE ↗
- Who funds MONTANA PRIMARY CARE ASSOCIATION INC ↗
- Who funds LOGAN HEALTH - CONRAD ↗
- Who funds LOGAN HEALTH ↗
- Who funds ST PATRICK HOSPITAL FOUNDATION ↗
- Who funds NATIONAL DISASTER LIFE SUPPORT FOUNDATION INC ↗
- Who funds MARCUS DALY MEMORIAL HOSPITAL ↗
- Who funds DANIELS MEMORIAL HOSPITAL ↗
- Who funds SCL HEALTH - MONTANA ↗
- Who funds PROVIDENCE HEALTH & SERVICES - MONTANA ↗
- Who funds Glendive Medical Center ↗
- Who funds Butte Silver Bow Primary Health Care Clinic Inc ↗
- Who funds STILLWATER HOSPITAL ASSOCIATION ↗
- Who funds MADISON VALLEY HOSPITAL INC ↗
- Who funds CULBERTSON FROID BAINVILLE HEALTHCARE CORPORATION ↗
- Who funds ROSEBUD COMMUNITY HOSPITAL INC ↗
- Who funds ROUNDUP MEMORIAL HOSPITAL ASSOCIATION ↗
- Who funds LOGAN HEALTH - CUT BANK ↗
- Who funds MCCONE COUNTY HEALTH CENTER INC ↗
- Who funds Bozeman Health Deaconess Hospital ↗
- Who funds LIBERTY COUNTY HOSPITAL & NURSING HOME ↗
- Who funds SIDNEY HEALTH CENTER ↗
- Who funds KALISPELL REGIONAL MEDICAL CENTER ↗
- Who funds MISSOULA COMMUNITY HEALTH SERVICES INC ↗
- Who funds PLAINS HOSPITAL CORPORATION ↗
- Who funds BIG HORN HOSPITAL ASSOCIATION ↗
- Who funds ST LUKE COMMUNITY HOSPITAL ↗
- Who funds NORTHEAST MONTANA HEALTH SERVICES ↗
- Who funds BENEFIS HEALTH SYSTEM INC ↗
- Who funds ST PETER'S HEALTH ↗
- Who funds MONTANA CHILDREN'S HOME AND HOSPITAL ↗
- Who funds NORTHERN MONTANA HOSPITAL ↗
The grantmakers whose grantees overlap with yours far more than size alone predicts. Each orbits closer the stronger the alignment; the arcs between them show where they also fund each other. Here it reads as a tightly interlocked camp — most of these funders back each other's grantees too.
Open a dossier: American Heart Association Inc · Rural Health Development Inc · Montana Healthcare Foundation · The Leona M and Harry B Helmsley Charitable Trust · Montana Community Foundation Inc · Treacy Foundation · Town Pump Charitable Foundation · M J Murdock Charitable Trust · Otto Bremer Trust · Fidelity Investments Charitable Gift Fund · Amazonsmile Foundation
Affinity is a Gamma-Poisson posterior co-funding rate, re-centered on the typical rate, so thin evidence shrinks toward no signal. A research starting point: overlap is association, not proof of shared intent.
Government reliance of your grantees
Every dot is one organization Montana Health Research & Education Foundation funds. Left–right is the share of its income from government; up–down is the share from you. Bigger dots raise more. Filter to federal or a single department — and drag the year to watch it move.
Government income is each org’s traced federal awards (USASpending — grants and contracts) plus state payments (open checkbooks) as a share of its total revenue (IRS Form 990); the self-reported government-grant line (990 line 1e) is carried for cross-check: a grantee that reports government grants we could not trace to a source is left off the chart rather than shown as receiving none. An association, not a claim that your grant caused the public funding. Coverage is precision-first — a floor, not a census; state records exist for 9 states, so a grantee outside them shows no state figure (dimmed) rather than a false zero. Federal award amounts are obligations, which can span years, so a single-year share is indicative. 990 filings lag 12–24 months.