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· 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.

$173k
Granted FY2025still arriving
2
Grants FY2025still arriving
2
States reached
$42k
Largest
01What it funds
01100% classified

What it funded, over time

Every grant placed by its stated purpose and the recipient’s mission, by year, FY2018 to 2025.

Health$1.3MPublic Safety & Disaster$364kEmployment$23k
02FY2025 · 2 grants

Where the money goes

Grants by size, and the largest recipients.

How this is measured
The 2 grants below total $64,950, the rows itemized in this filing. The $172,717 headline is the total grant expense on the return; the other $107,767 is giving the schedule does not break out (grants under the $5,000 itemization floor, grants to individuals, grants on other schedules). Every figure below describes the itemized rows only.
$41,950
Median grant
2
States reached
$1.5M
Total assets
Largest grants
RecipientAmount
NATIONAL DISASTER LIFE$41,950
Individual grant recipient$23,000
02The need
03

Does the money reach high-need areas?

Each grant placed by the hardship in its grantee’s ZIP, against the area’s typical level.

show:

Dollar for dollar, its grants (FY18–25) land where the poverty rate runs at 13%, against an area that typically sits at 12%. 46% of its dollars go to grantees based in above-average-need neighborhoods. Its grants spread fairly evenly across need levels.

area typical 12%MPCA - MONTANA PRIMARY CARE ASSOCIATION: $87k → 9%PROVIDENCE MONTANA HEALTH FOUNDATION: $45k → 9%BOZEMAN HEALTH: $14k → 10%SHERIDAN MEMORIAL HOSPITAL: $25k → 10%STILLWATER BILLINGS CLINIC: $18k → 10%SIDNEY HEALTH CENTER: $7k → 10%DANIELS MEMORIAL HEALTHCARE CENTER: $15k → 10%PIONEER MEDICAL CENTER: $9k → 10%KALISPELL REGIONAL HEALTHCARE: $69k → 11%MARCUS DALY MEMORIAL HOSPITAL: $27k → 11%BARRETT HOSPITAL AND HEALTHCARE: $9k → 12%GLENDIVE MEDICAL CENTER: $23k → 12%MINERAL COMMUNITY HOSPITAL: $6k → 13%PRAIRIE COMMUNITY HEALTH CENTER: $14k → 13%GREAT FALLS CLINIC HOSPITAL: $10k → 14%MCCONE COUNTY HEALTH CENTER: $9k → 14%MISSOURI RIVER MEDICAL CENTER: $15k → 16%ROUNDUP MEMORIAL HEALTHCARE: $10k → 16%CLARK FORK VALLEY HOSPITAL: $6k → 17%CABINET PEAKS MEDICAL CENTER: $8k → 17%ROSEBUD HEALTH CARE CENTER: $15k → 18%LOGAN HEALTH-CHESTER: $8k → 18%ST LUKE COMMUNITY HOSPITAL: $6k → 18%NORTHERN MONTANA HOSPITAL: $10k → 18%PONDERA MEDICAL CENTER: $54k → 20%BIG HORN SENIOR LIVING: $6k → 23%NORTHEAST MONTANA HEALTH SERVICE: $10k → 24%NORTHERN ROCKIES MEDICAL CENTER: $10k → 26%COMMUNITY MEDICAL CENTER: $10k → 14%NATIONAL DISASTER LIFE: $42k → 18%MPCA - MONTANA PRIMARY CARE ASSOCIATION: $22k → 9%ST VINCENT HEALTHCARE: $26k → 9%DANIELS MEMORIAL HEALTHCARE CENTER: $14k → 10%LOGAN HEALTH: $12k → 11%MARCUS DALY MEMORIAL HOSPITAL: $15k → 11%GLENDIVE MEDICAL CENTER: $9k → 12%PRAIRIE COMMUNITY HOSPITAL DISTRICT: $6k → 13%BENEFIS HEALTH SYSTEM: $10k → 14%PONDERA MEDICAL CENTER: $20k → 20%ROOSEVELT MEDICAL CENTER: $15k → 24%MPCA - MONTANA PRIMARY CARE ASSOCIATION: $6k → 9%ST VINCENT HEALTHCARE: $10k → 9%MADISON VALLEY MEDICAL CENTER: $15k → 10%DANIELS MEMORIAL HEALTHCARE CENTER: $9k → 10%GREAT FALLS CLINIC: $7k → 14%BLACKFEET COMMUNITY HOSPITAL: $8k → 26%SPARTAN CONSULTING: $23k → 9%ADVANCED CARE HOSPITAL OF MONTANA: $10k → 9%0%20%40%50%more need →
grant to an above-average-need area below average· circle size = grant amount
How this is measured
Matched: human-services grants are those whose grantee’s IRS cause code is Human Services. Placed by people below the poverty line in the grantee’s ZIP, averaged from the tracts in that ZIP.
How this is measured
US grants placed by each grantee’s ZIP, which can differ from where services are delivered. Need from public data (U.S. Census/ACS, CDC PLACES, Eviction Lab, USDA), shown as context about the area, never attributed to the funder’s giving.
03Its grantees
repeat funding

Who it funds again

Organizations funded in more than one year, against those funded once.

65%of every dollar goes to organizations it has funded before.
$1.1M · 25 repeat orgs$569k to everyone else

Grantees it renews have grown median revenue +45% since the first grant, against +42% for those 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

Re-uppedFunded once

Organizations

25
44

Total granted

$1.1M
$504k

Median revenue growth · since first grant

+45%
+42%

Still filing today

84%
75%

New vs renewed · share of each year

In FY2025, 0% of grant dollars renewed an existing relationship; $65k went to new ones.

50%100%’18’19’20’21’22’23’25
RenewedFirst-time
How this is measured
First-time means a grantee’s first year in the filing window; renewed means funded in an earlier year too. The renewed share climbs naturally as a portfolio matures, so the signal is a year that bucks it (a wave of new grantees). 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

  • MP
    MOUNTAIN PACIFIC QUALITY HEALTH FOUNDATION
    3× · 2020–2022 · $204k · revenue +12%
  • SJ
    ST JAMES HEALTHCARE
    5× · 2018–2022 · $135k · revenue +27%
  • LH
    LOGAN HEALTH - CONRAD
    3× · 2018–2020 · $79k · revenue +32%

Funded once

  • MP
    MONTANA PRIMARY CARE ASSOCIATION INC
    one grant, 2022 · $87k · revenue -48%
  • LH
    LOGAN HEALTHgraduated
    one grant, 2018 · $69k · revenue +596%
  • SP
    ST PATRICK HOSPITAL FOUNDATIONgraduated
    one grant, 2018 · $45k · revenue +155%
How this is measured

Repeat means funded in two or more distinct years. Growth and survival are read from each grantee’s own subsequent IRS filings.

04Its field

Closest unfunded matches

The nonprofits that most resemble its grantees but are not funded by it, scored along the direction from the rest of the field toward the portfolio. A resemblance in what they say they do, not a recommendation.

1
Pioneer Medical Center

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.

Health
2
Logan Health - Shelby

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
3
Regional West Health Services

Health care services for the people of western nebraska and eastern wyoming.

Health
4
Montana Hospital Association

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.

—
5
Mountrail County Medical Center

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…

Health
6
Moab Valley Healthcare Inc

Our dedicated team puts the patient first, delivers quality cost-effective healthcare and promotes wellness to all we serve.

Health
7
Cumberland Medical Center

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.

Health
8
Roane County Medical Center

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.

Health
9
Penobscot Bay Medical Center

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…

—
10
Madison Community Hospital

Madison regional health system serves as a community health focal point through the provision of compassionate, quality, and innovative care.

Health
11
Teton Valley Health Care

To encourage and support a healthier community.

Health
12
Renown Regional Medical Center

Renown Health makes a genuine difference in the health and well-being of the people and communities we serve.

Health
How this is measured
The grantee most central to the portfolio’s shape is Billings Clinic; 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.
04the grantee network

55 grantees tracked through their own filings, 2017–2025.

Each grant beside the grantee’s revenue from every source, year by year.

How this is measured

Counted here: distinct organizations funded across 2017 to 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.

Each grantee is resolved to its own IRS returns. Association, dated; never a causal claim.

0
Load-bearing (≥25% of a budget)
3
Early backer (in before they grew)
55/55
Grantees still filing
54/55
Grew since first funded

Where the money sits, by cause and then by grantee

MOUNTAIN PACIFIC QUALITY HEALTH FOUNDATION: $204,168 · HealthMOUNTAIN PACIFIC QUALITY HEALTH FOUNDATIONST JAMES HEALTHCARE: $134,504 · HealthST JAMES HEALTHCARELOGAN HEALTH - CONRAD: $79,218 · HealthLOGAN HEALTH - CONRADLOGAN HEALTH: $68,861 · HealthLOGAN HEALTHST PATRICK HOSPITAL FOUNDATION: $45,000 · HealthNATIONAL DISASTER LIFE SUPPORT FOUNDATION INC: $41,950 · HealthMARCUS DALY MEMORIAL HOSPITAL: $41,831 · Health+44 more: $540,738 · Health+44 moreMONTANA STATE UNIVERSITY: $215,405 · OtherMONTANA STATE UNIVERSITYMONTANA PRIMARY CARE ASSOCIATION INC: $86,727 · OtherMONTANA PRIMARY CARE ASSOCIATION …MPCA - MONTANA PRIMARY CARE ASSOCIATION: $27,690 · OtherMPCA - MONTANA PRIMARY CARE ASSOC…Individual grant recipient: $23,000 · OtherMISSOURI RIVER MEDICAL CENTER: $20,000 · OtherGREAT FALLS CLINIC HOSPITAL: $16,705 · Other+14 more: $96,196 · Other+14 more
Health$1,156,270Other$485,723

Each grantee by its size and the funder’s share of it; top left is load-bearing

25%50%75%100%$1.0M$10M$100Mgrantee revenue →↑ funder's share of their budgetMOUNTAIN PACIFIC QUALITY HEALTH FOUNDATION: $204,168 over 3y, 0.5% of budgetST JAMES HEALTHCARE: $134,504 over 5y, 0.0% of budgetMONTANA PRIMARY CARE ASSOCIATION INC: $86,727 over 1y, 0.9% of budgetLOGAN HEALTH - CONRAD: $79,218 over 3y, 0.3% of budgetLOGAN HEALTH: $68,861 over 1y, 0.4% of budgetST PATRICK HOSPITAL FOUNDATION: $45,000 over 1y, 0.9% of budgetMARCUS DALY MEMORIAL HOSPITAL: $41,831 over 2y, 0.0% of budgetDANIELS MEMORIAL HOSPITAL: $37,059 over 3y, 0.2% of budgetSCL HEALTH - MONTANA: $35,748 over 2y, 0.0% of budgetPROVIDENCE HEALTH & SERVICES - MONTANA: $32,000 over 2y, 0.0% of budgetGlendive Medical Center: $31,807 over 2y, 0.1% of budgetButte Silver Bow Primary Health Care Clinic Inc: $24,929 over 1y, 0.2% of budgetSTILLWATER HOSPITAL ASSOCIATION: $23,000 over 2y, 0.3% of budgetMADISON VALLEY HOSPITAL INC: $20,000 over 2y, 0.1% of budgetCULBERTSON FROID BAINVILLE HEALTHCARE CORPORATION: $19,583 over 2y, 0.2% of budgetROSEBUD COMMUNITY HOSPITAL INC: $19,516 over 2y, 0.2% of budgetROUNDUP MEMORIAL HOSPITAL ASSOCIATION: $15,144 over 2y, 0.1% of budgetLOGAN HEALTH - CUT BANK: $15,003 over 2y, 0.1% of budgetMCCONE COUNTY HEALTH CENTER INC: $14,166 over 2y, 0.3% of budgetBozeman Health Deaconess Hospital: $13,500 over 1y, 0.0% of budgetLIBERTY COUNTY HOSPITAL & NURSING HOME: $12,724 over 2y, 0.1% of budgetSIDNEY HEALTH CENTER: $12,432 over 2y, 0.0% of budgetKALISPELL REGIONAL MEDICAL CENTER: $12,284 over 1y, 0.0% of budgetMISSOULA COMMUNITY HEALTH SERVICES INC: $11,434 over 2y, 0.1% of budgetPLAINS HOSPITAL CORPORATION: $11,200 over 2y, 0.0% of budgetBIG HORN HOSPITAL ASSOCIATION: $11,195 over 2y, 0.0% of budgetST LUKE COMMUNITY HOSPITAL: $11,064 over 2y, 0.0% of budgetBILLINGS CLINIC: $10,000 over 1y, 0.0% of budgetNORTHERN MONTANA HOSPITAL: $10,000 over 1y, 0.0% of budgetBENEFIS HEALTH SYSTEM INC: $10,000 over 1y, 0.0% of budgetMONTANA CHILDREN'S HOME AND HOSPITAL: $10,000 over 1y, 0.0% of budgetST PETER'S HEALTH: $10,000 over 1y, 0.0% of budgetNORTHEAST MONTANA HEALTH SERVICES: $10,000 over 1y, 0.0% of budgetBarrett Hospital Development Corporation: $8,500 over 1y, 0.0% of budgetSt John's Lutheran Hospital Inc: $8,450 over 1y, 0.0% of budgetMEMORIAL HOSPITAL ASSOCIATION: $5,000 over 1y, 0.0% of budgetSHERIDAN MEMORIAL HOSPITAL ASSOCIATION: $5,000 over 1y, 0.0% of budgetCentral Montana Medical Facilities Inc: $5,000 over 1y, 0.0% of budgetHOLY ROSARY HEALTHCARE: $5,000 over 1y, 0.0% of budgetPROVIDENCE ST JOSEPH MEDICAL CENTER: $5,000 over 1y, 0.0% of budgetMOUNTAINVIEW MEDICAL CENTER INC: $5,000 over 1y, 0.1% of budgetFRANCES MAHON DEACONESS HOSPITAL: $5,000 over 1y, 0.0% of budgetFallon Medical Complex Inc: $5,000 over 1y, 0.0% of budgetTOWNSEND HEALTH SYSTEMS INC: $5,000 over 1y, 0.1% of budgetLivingston Healthcare: $5,000 over 1y, 0.0% of budgetBENEFIS TETON MEDICAL CENTER FOUNDATION: $5,000 over 1y, 4.6% of budgetMARIAS HEALTHCARE SERVICES INC: $5,000 over 1y, 0.1% of budgetLOGAN HEALTH - WHITEFISH: $5,000 over 1y, 0.0% of budget
Grantee by grantee: a decade per organization, before and after funding

A decade per grantee: revenue shaded, grants as bars, all rows on one timeline.

Co-funders

Grantmakers whose grantees overlap with this funder’s far more than size alone predicts. Closer means stronger alignment; arcs show where they also fund each other. Here they form a tightly interlocked group: most of these funders back each other's grantees too.

American Heart Association IncTX49.3× affinity26 shared granteesties to 10 of 10Hover any node to trace its alignments.Compare side by side →

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

How this is measured
Affinity is a Gamma-Poisson posterior co-funding rate, re-centered on the typical rate, so thin evidence shrinks toward no signal. Overlap is association, not proof of shared intent.

How much its grantees rely on government

Each dot is one organization Montana Health Research & Education Foundation funds: left to right is the share of its income from government, bottom to top the share from Montana Health Research & Education Foundation. Bigger dots raise more.

2024
’20’21’22’23’24’25
no gov · 00%0%1%3%5%funder's share of their income ↑0%19%38%56%75%share of the org’s income from government →
    no gov moneyreceives it· size = income
    0get no government money at all
    32report government grants on their 990 we could not trace to a source (not plotted)
    0rely on government for over half their income
    ⤢ axis zoomed · 0–75%
    typical government reliance, FY20–25
    How this is measured
    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 a grant caused the public funding. Coverage is precision-first, a floor rather than 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 to 24 months.

    On method. Every financial figure here is read from IRS e-file XML, the funder’s own 990/990-PF, and from the multi-year returns of the 71 grantees we resolved, each linked to its source. Grantee outcomes are each organization’s own program-service reporting (Form 990, Part III), read as association with funding, never as caused by it. Low-confidence name matches are suppressed rather than guessed. How we build these →

    How this is measured
    Each figure carries one of six labels. Filed is what the funder reported on its return. Official is another government record about an organization, such as a federal award or a charity register, joined by name where no shared identifier exists. Resolved is an identity we worked out where the filing named a recipient without an EIN, kept only above a measured confidence threshold. Computed is arithmetic over those, like themes, portfolio clusters and co-funder strength. Context is a statistic about a place rather than about an organization, which is what the need overlay is: it describes the area a grantee’s address sits in, not where its work lands. Inferred is drawn by a model from text, like the partnerships read out of public news and organization websites. Each is labeled where it appears.

    Generated from the IRS Form 990 e-file return for fiscal year 2025, released 2025. Filings run roughly 12 to 24 months behind; figures are dated accordingly.

    Source object · view filing

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