Mission
TO PURSUE FUNDING OPPORTUNITIES TO PROVIDE FINANCIAL, TECHNICAL, AND INNOVATIVE PROGRAM SUPPORT TO MHA MEMBERS AND THE COMMUNITIES THEY SERVE.
Public Charity
MONTANA HEALTH RESEARCH & EDUCATION FOUNDATION
MONTANA HEALTH RESEARCH & EDUCATION FOUNDATION is a Public Charity headquartered in HELENA, MT. Financial data from the 2025 filing: $2.6M revenue, $2.8M expenses, $1.5M total assets. IRS filings disclose 96 grants awarded by this foundation, totaling roughly $1.4M.
EIN: 237338233
HELENA, MT
Latest filing: 2025
Total Revenue$2.6M
Total Expenses$2.8M
Total Assets$1.5M
Grants Given96
Grant Total$1.4M
Filing Years2020–2025
Where $100 goes at Montana Health Research & Education Foundation
How Montana Health Research & Education Foundation divides every $100 it spends, from its own Form 990 filings, averaged across 8 years.
$80
Programs
the work itself
$20
Management
running the organization
$0
Fundraising
none reported
No fundraising costs are reported. That often means fundraising runs through a separate affiliated organization that files its own return.
Inside the $80 for programs
$37
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…
$26
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…
$12
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…
Plus 1 more program. Cost per person served and the full program breakdown are on the full profile.
Source: Form 990 filings with the IRS, latest fiscal year 2025. Shares are from the organization's reported expenses. Data by Imperigo; not affiliated with the IRS.
Sample Grants Given
BASIS AND ADVANCED TRAININGS
$41,950
SPARTAN CONSULTING
TRAINING AND DESIGN IMPLEMENTATION
$23,000
TRAINING
$18,000
HOSPITAL PREPAREDNESS PROGRAM FUNDS RELATED TO PANDEMIC
$86,727
RURAL COMMUNITIES OPIOD RESPONSE IMPLEMENTATION SUBAWARDEE TO FULFILL THE OBJECTIVES OF THE GRANT
$73,541
Showing up to 5 of 96 total records — full history available with membership.
Officers & Directors
CHAIR
Abby Lotz
DIRECTOR
Adam Schafer
DIRECTOR OF QUALITY PROGRAMS
Casey Driscoll
HEALTHCARE COALITION DIREC
Cindee Mckee
SECRETARY
Ed Buttrey
DIRECTOR
Jessica Winge Petersen
Officer compensation and complete director data available with membership.
Top Grant Purposes
Financial Trends
| Year | Revenue | Expenses | Assets |
|---|---|---|---|
| 2025 | $2.6M | $2.8M | $1.5M |
| 2024 | $3.0M | $2.9M | $1.8M |
| 2023 | $3.1M | $3.1M | $2.0M |
| 2022 | $3.8M | $3.7M | $2.1M |
| 2020 | $3.0M | $3.1M | $2.9M |
Between 2020 and 2025, reported annual revenue declined from $3.0M to $2.6M (-12%), with total assets most recently reported at $1.5M.
Interactive year-over-year charts and full filing details available with membership.
Grant Geography
Grants from this foundation were reported to recipients in GA, MT.
GAMT
Full geographic grant map with state-by-state breakdown available with membership.