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Montana · Nonprofit

MONTANA HEALTH RESEARCH & EDUCATION FOUNDATION

MONTANA HEALTH RESEARCH & EDUCATION FOUNDATION (Montana) receives grants from 1 organization whose IRS filings report $114,600 to it, the largest being M J MURDOCK CHARITABLE TRUST ($114,600). 1 of them have funded it in more than one year.

Revenue FY2025
$2.6M
Funders on record
1
Grants received
$115k
Net assets
$1.2M
1/1 repeat funderspeak grant-dependency 3%
01What it does

What Montana Health Research & Education Foundation does

Mission

To pursue funding opportunities to provide financial, technical, and innovative program support to mha members and the communities they serve.

As stated on its FY2025 Form 990.

Programs

  1. Ahec grants (sc and nc programs):hrsa funded grants through the state office of rural health tostrengthen the healthcare workforce in montana, particularly in ruraland underserved communities, and to improve health by forgingconnections between health professions, k-12 educational programs, andcommunities.

    $312,857 spent
    15% of program spending
  2. Rural hospital felexibility grant (flex):hrsa funded grant to provide support for critical access and othersmall rural hospitals to preserve access to primary and emergencyhealth care services in their communities. Specifically, the grant isintended to strengthen critical access hospital infrastructure, support leadership, enhance rural emergency medical service, improve quality, and develop and enhance networks of care.

    $692,827 spent
    32% of program spending
  3. Hospital preparedness program:aspr funded grant to assist hospitals in assessing their preparedness in the event of emergencies or natural disasters, and formulating and testing plans to strengthen their readiness.

    $984,408 spentof which $90,944 as grants
    46% of program spending
  4. Telestroke services grant:cdc funded program through the montana dphhs to improve patient care in rural hospitals through televideo the cdc health equity grant: to implement health equity activities, including supporting healthcare facilities to develop community health needs assessment and implementation plans, facilitating regional health equity task forces, and providing health equity education. Additionally, the grant financially supports subcontracts for the development of a montana specific social determinants of health tool (montana index of healthy communities) and regional care coordination to promote the community health worker and community integrated health professional workforce.

    $142,112 spentof which $81,773 as grants$45,884 earned by the program
    7% of program spending

The 4 programs described on its FY2025 Form 990, listed largest first by expense. Program spending in total: $2,132,204.

02The organization over time

The organization over time

Each line starts at 100 in 2017, so what you read is the shape rather than the size: 150 means half as much again as 2017, 50 means half. The number beside each label in the key is where it ended.

100 = 20172017 Revenue 100 ($2.7M) Expenses 100 ($2.5M) Net assets 100 ($991k)2018 Revenue 112 ($3.0M) Expenses 117 ($3.0M) Net assets 102 ($1.0M)2019 Revenue 124 ($3.4M) Expenses 129 ($3.3M) Net assets 110 ($1.1M)2020 Revenue 110 ($3.0M) Expenses 120 ($3.1M) Net assets 103 ($1.0M)2021 Revenue 164 ($4.4M) Expenses 166 ($4.2M) Net assets 126 ($1.2M)2022 Revenue 140 ($3.8M) Expenses 145 ($3.7M) Net assets 130 ($1.3M)2023 Revenue 114 ($3.1M) Expenses 121 ($3.1M) Net assets 133 ($1.3M)2024 Revenue 110 ($3.0M) Expenses 114 ($2.9M) Net assets 142 ($1.4M)2025 Revenue 97 ($2.6M) Expenses 112 ($2.8M) Net assets 121 ($1.2M)
'17'18'19'20'21'22'23'24'25
Revenue (97)Expenses (112)Net assets (121)

Balance sheet

Total assets and total liabilities at each year end, in dollars. The largest one-year move in total assets was 2019 to 2020, from $1.8M to $2.9M (+63%).

$1.7M
$1.6M
$1.8M
$2.9M
$2.1M
$2.1M
$2.0M
$1.8M
$1.5M
'17'18'19'20'21'22'23'24'25
Total assetsTotal liabilities

How it's funded, over time

Each bar is one year's revenue split into where it came from, and every bar is the same height — these are shares, not amounts, so a year that raised twice as much looks the same size. Hover a bar for the split.

2017
2018
2019
2020
2021
2022
2023
2024
2025
ContributionsProgram revenueInvestmentOther

Government-grant reliance: 2017 49% · 2018 50% · 2019 93% · 2020 92% · 2021 92% · 2022 94% · 2023 94% · 2024 94% · 2025 93%. Grants only. Government contracts and fees sit inside program revenue.

Surplus & reserves

Operating surplus or deficit each year, and months of liquidity in hand. 2 of the last 9 reported years ran a deficit.

$154k
’17
$37k
’18
$66k
’19
−$86k
’20
$196k
’21
$90k
’22
$9k
’23
$69k
’24
−$226k
’25
0.0
months of
reserve

Leadership and staff

The officers, directors, trustees and key employees listed on each return. Joined and no longer listed compare each filing with the year before, matching people by surname and first initial; a year after a gap, or a roster under three people, has no comparison.

Chief executive

Shani Rich

Executive director

As listed on its FY2025 Form 990.

The chief executive listed changed between the FY2020 and FY2021 filings.

'17'18'19'20'21'22'23'24'25
Listed791099109811
Joined·+2+4+0+5+2+0+2+4
No longer listed·03151131
03Who funds it

Who funds it, year by year

2020 → 2023: the base held at 1 funder, grant income fell $100k → $15k.

Funder
'20
'23
total
funders
1
1

From the IRS filings of MONTANA HEALTH RESEARCH & EDUCATION FOUNDATION’s funders (the co-funder graph). Association, not causation. Trends are read to FY2023, the last fiscal year that has finished arriving. FY2024–FY2026 are still being filed and are shown unshaded; they do not move any figure on this page.

Where its funders are

MONTANA HEALTH RESEARCH & EDUCATION FOUNDATION draws 100% of its grant income from funders outside Montana, across 1 state in all.

WA

In-state vs out-of-state, by year

’20
’23
Montana out of state home

Funder states come from each funder’s own filing. Trends are read to FY2023, the last fiscal year that has finished arriving. FY2024–FY2026 are still being filed and are shown unshaded; they do not move any figure on this page.

04Its place in the field

Government funding MONTANA HEALTH RESEARCH & EDUCATION FOUNDATION receives

Grants and contracts to this organization from federal (USASpending) and state checkbooks, reconciled to its EIN. $5.4M on record.

Federal$5.4M
grants $5.4Mcontracts $0
17
18
19
20
21
23
Top agencies
  • Department of Health and Human Services$5.4M

Federal grants vs contracts are distinguished; state line items keep their reported category. Matched by name + geography (the BMF), so coverage is partial and precision-first.

Organizations like MONTANA HEALTH RESEARCH & EDUCATION FOUNDATION

Organizations whose mission and program text most resemble this one, by semantic similarity over every organization in the US filings — the closest peers, and often the clearest route to shared or prospective funders.

In Montana

Nationally

05Profile & governance

Read directly from this organization’s own Form 990, as neutral context.

Where the money goes

75% of spending goes to programs.

Program 75%Management 25%Fundraising 0%

Governance

8
board members
88%
independent
✓Conflict-of-interest policy✓Whistleblower policy✓Document retention✓Board reviewed the 990✓Audited financials

Public support

100%

Share of support from the public (Schedule A) — the basis for its public-charity status.

Screen this organization

A dated, signed PDF of the compliance screen for MONTANA HEALTH RESEARCH & EDUCATION FOUNDATION: IRS status (Business Master File, Publication 78, auto-revocation), the OFAC sanctions lists, the Internal Revenue Bulletin, and California registration, with the Rev. Proc. 2018-32 §8.01 reliance elements stated element by element. Generated from the current files at the moment you download it.

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Screens are triage, not determinations; a source that cannot be read reports not screened, never clear. Screen this nonprofit · How the screen works · on the API as GET /api/screening/{ein}?format=pdf

Questions and answers

Who funds MONTANA HEALTH RESEARCH & EDUCATION FOUNDATION?
MONTANA HEALTH RESEARCH & EDUCATION FOUNDATION (Montana) receives grants from 1 organization whose IRS filings report $114,600 to it, the largest being M J MURDOCK CHARITABLE TRUST ($114,600). 1 of them have funded it in more than one year.
How many funders does MONTANA HEALTH RESEARCH & EDUCATION FOUNDATION have?
IRS filings report 1 organization giving $114,600 in grants to MONTANA HEALTH RESEARCH & EDUCATION FOUNDATION, 1 of which have funded it in more than one year.
Who is the largest funder of MONTANA HEALTH RESEARCH & EDUCATION FOUNDATION?
M J MURDOCK CHARITABLE TRUST is the largest funder on record, with $114,600 in grants. The full list of funders is on this page.
How can an organization like MONTANA HEALTH RESEARCH & EDUCATION FOUNDATION find more funders?
Start with the funders already giving here, then look at the foundations that back similar organizations in Montana. The funding by cause and by state pages list the largest funders for a given area and how to approach them.

These figures are read directly from IRS Form 990 / 990-PF e-file XML: this organization’s own return for FY2025 (financials across 2017–2025), and the filings of 1 funders that report grants to it. “On record” means captured in the filings we have parsed — a funder that does not e-file, or whose grant detail is not itemized, will not appear. Filings run roughly 12–24 months behind. Trends on this page end at FY2023, the last fiscal year that has finished arriving; later years are shown and marked, and move no figure. Data on this page was exported October 14, 2026. What this page cannot tell you · view filing