2025-01-31T14:54:57-08:00 2024-06-30 810390489 Boyle Deveny & Meyer PC 305 South 4th East Suite 200 Missoula MT 59801 990 2023-07-01 363627205 COMMUNITY HEALTH ALLIANCE COMM 4069262522 2315 MCDONALD AVE 102 MISSOULA MT 59801 KIRA HUCK Executive Dir. 2025-01-31 true true Becky M Holdorf CPA P00838104 4067213555 2023 2025-03-06 01:10:19Z KIRA HUCK 2315 MCDONALD AVE 102 MISSOULA MT 59801 746697 false X WWW.COMMUNITYHEALTHWMT.ORG X 1988 MT SUPPORTING THE ADVANCEMENT OF HEALTHY LIVES IN WESTERN MONTANA. 9 9 4 78 0 115216 94466 122314 124791 199481 211507 4477 -2264 441488 428500 186995 174040 0 147457 111023 0 7354 317133 305281 651585 590344 -210097 -161844 6609005 6971850 251517 244581 6357488 6727269 X COMMUNITY HEALTH ALLIANCE ENGAGES WESTERN MONTANANS IN HEALTH EDUCATION AND SUPPORT TO ADVANCE HEALTHY LIVES THROUGH THE GIFTS OF DONORS, PARTNERS, AND VOLUNTEERS. false false 314381 158040 5605 CHA FUNDS, PER DONOR INTENT, SUPPORT A VARIETY OF CARE AND COMFORT AND EDUCATION INTIATIVES IN BREAST HEALTH, DIABETES, HEALTH ISSUES PUBLIC EDUCATION, NEWBORN/INFANT/PEDIATRICS, ONCOLOGY, RADIOLOGY, REHABILITATION SERVICES AND OTHER AREAS. 109993 CHA BECAME THE LEAD AGENCY FOR THE SAFE KIDS MISSOULA COALITION IN JUNE 2014 AND THE SAFE KIDS MONTANA STATE OFFICE IN 2019. THE COALITION WAS ESTABLISHED IN 1991 AND IS ONE OF MORE THAN 400 IN THE INTERNATIONAL NETWORK OF SAFE KIDS WORLDWIDE. IT INCLUDES MORE THAN 30 SAFETY EXPERTS AND VOLUNTEERS DEDICATED TO PROTECTING CHILDREN FROM PREVENTABLE INJURY - THE NUMBER ONE CAUSE OF DEATH TO CHILDREN IN THE UNITED STATES - BY DELIVERING HANDS-ON EDUCATION AND TAKE-ACTION INFORMATION. 65997 16000 CHA HAS PROVIDED HEALTHCARE SCHOLARSHIPS TO MISSOULA COUNTY HIGH SCHOOL SENIORS SINCE 1990, AND TO RAVALLI COUNTY HIGH SCHOOL SENIORS SINCE 2019. DURING THE FISCAL YEAR ENDING 2024, 11 $1,000 SCHOLARSHIPS, 2 PREMIER $2,500 HIGH SCHOOL HEALTHCARE SCHOLARSHIPS, AND 3 $500 PROFESSIONAL DEVELOPMENT HEALTHCARE SCHOLARSHIPS WERE AWARDED TO STUDENTS REPRESENTING MISSOULA AND RAVALLI COUNTY HIGH SCHOOLS WHO HAVE GONE ON TO ATTEND 11 DIFFERENT COLLEGES AND UNIVERSITIES ACROSS THE COUNTRY. THE PROGRAM'S HISTORY NOW INCLUDES THE AWARDING OF 704 HIGH SCHOOL, PROFESSIONAL, AND CMC EMPLOYEE SCHOLARSHIPS TOTALING $568,285 AND SUPPORTED BY MORE THAN 130 CURRENT GIFT AND ENDOWMENT DONORS. 27498 517869 true true false false false false false false false true true false false false true true false false false false false false false false false false false true true false false false false false false false false false false false false false false false false false false true 4 0 true 4 true false false false false false true true false 0 false false false false false false false X 9 9 false false false false false false false true true false false true true true true true true true true false X X X X KIRA HUCK 4069262522 2315 MCDONALD AVE MISSOULA MT 59801 KIRA HUCK Executive Dir. 40.00 0.00 X 48661 0 1423 KIM KLAGES JOHNS Trustee 1.50 0.00 X 0 0 0 HOLLI RANKIN Trustee 1.50 0.00 X 0 0 0 CHARLES GATLIN CHAIR 3.00 0.00 X X 0 0 0 ANDREW GEORGE Trustee 1.50 0.00 X 0 0 0 ALITA BILLINGTON SEC./TREASURER 2.50 0.00 X X 0 0 0 BRUCE WHITEHEAD VICE CHAIR 3.00 0.00 X X 0 0 0 DEBBIE DANTIC Trustee 1.50 0.00 X 0 0 0 AUBREY NILSEN Trustee 1.50 0.00 X 0 0 0 MARCY HANSON Trustee 1.50 0.00 X 0 0 0 48661 1423 0 false false false 0 4086 90380 5353 94466 ADMIN FEE REVENUE 900099 124791 124791 124791 194272 194272 0 0 0 331207 313972 17235 17235 17235 1961 4086 4225 -2264 -2264 0 0 0 428500 142026 192008 159540 159540 14500 14500 0 0 49617 38701 8435 2481 0 38855 30307 6605 1943 14558 11356 2474 728 0 7993 6234 1359 400 124791 106072 18719 0 32461 26943 5518 0 0 32534 24400 8134 12499 9749 2125 625 14711 12210 2501 2249 1867 382 11176 9276 1900 0 25900 21497 4403 401 401 0 0 0 0 0 4842 4019 823 PATIENT CARE & COMFORT 32457 32457 PURCHASES 3411 2831 580 TELEPHONE 2712 2251 461 Printing and Publications 2030 1584 345 101 3107 1674 357 1076 590344 517869 65121 7354 100 100 77014 102257 95421 27501 0 0 0 0 0 1965 1532 1983 1983 0 6201208 6601887 0 0 0 233297 238573 6609005 6971850 25074 23096 226443 221485 251517 244581 X 1308588 2072991 5048900 4654278 6357488 6727269 6609005 6971850 X -161844 522867 27104 -18346 X X true X false true false X 462071 204923 232419 115216 94466 1109095 0 0 462071 204923 232419 115216 94466 1109095 0 1109095 156767 147841 170205 199371 211507 885691 2992 13759 4477 -2264 18964 0 2013750 3446 0.55080 0.57390 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 4535367 100 100884 4636351 4544518 271 -9422 4535367 5169059 1000 -625541 4544518 4516075 1000 651984 5169059 4369934 1075 145066 4516075 0.86900 0.13100 false false false 1983 1983 ANNUITIES PAYABLE 70014 OPERATING LEASE LIABILITY 151471 221485 X 927591 522867 27104 -18346 531625 395966 32534 32534 428500 557810 557810 32534 32534 590344 Part V, Line 4: Intended uses of the endowment fund. RETURN OBJECTIVES AND RISK PARAMETERS - CHA HAS ADOPTED INVESTMENT AND SPENDING POLICIES FOR ENDOWMENT ASSETS THAT ATTEMPT TO PROVIDE A PREDICTABLE STREAM OF FUNDING TO PROGRAMS SUPPORTED BY ITS ENDOWMENT. ENDOWMENT ASSETS INCLUDE THOSE ASSETS OF DONOR-RESTRICTED FUNDS THAT CHA MUST HOLD IN PERPETUITY OR FOR A DONOR-SPECIFIED PERIOD. UNDER THIS POLICY, AS APPROVED BY THE BOARD OF TRUSTEES, THE ENDOWMENT ASSETS ARE INVESTED IN A MANNER THAT IS INTENDED TO PRESERVE AND GROW CAPITAL, PROVIDE FOR APPROPRIATE LIQUIDITY, MAXIMIZE THE RETURNS OF THE ENDOWMENTS, AND DIVERSIFY INVESTMENTS CONSISTENT WITH COMMONLY ACCEPTED INDUSTRY STANDARDS TO MINIMIZE THE RISK OF LARGE LOSSES. STRATEGIES EMPLOYED FOR ACHIEVING OBJECTIVES - TO SATISFY ITS LONG-TERM RATE-OF-RETURN OBJECTIVES, CHA RELIES ON A TOTAL RETURN STRATEGY IN WHICH INVESTMENT RETURNS ARE ACHIEVED THROUGH BOTH CAPITAL APPRECIATION (REALIZED AND UNREALIZED) AND CURRENT YIELD (INTEREST AND DIVIDENDS). CHA TARGETS A DIVERSIFIED ASSET ALLOCATION THAT MEETS CHA'S LONG-TERM RATE-OF-RETURN OBJECTIVES WHILE AVOIDING UNDUE RISK FROM IMPRUDENT CONCENTRATION IN ANY SINGLE ASSET CLASS OR INVESTMENT VEHICLE.SPENDING POLICY AND HOW THE INVESTMENT OBJECTIVES RELATE TO SPENDING POLICY - CHA'S SPENDING POLICY IS CONSISTENT WITH ITS OBJECTIVE OF PRESERVATION OF THE FAIR VALUE OF THE ORIGINAL GIFT OF THE ENDOWMENT ASSETS HELD IN PERPETUITY AS WELL AS TO PROVIDE ADDITIONAL REAL GROWTH THROUGH NEW GIFTS AND INVESTMENT RETURN. Part X : FIN48 Footnote CHA IS A NON-PROFIT CORPORATION AS DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (THE "CODE") AND IS EXEMPT FROM FEDERAL INCOME TAXES ON RELATED INCOME PURSUANT TO SECTION 501(A) OF THE CODE. CHA IS ALSO EXEMPT FROM STATE INCOME TAXES ON RELATED INCOME.FEDERAL AND STATE INCOME TAXES ARE PAID ON NONEXEMPT, UNRELATED BUSINESS INCOME IN ACCORDANCE WITHT THE CODE. CURRENTLY, CHA HAS NO UNRELATED BUSINESS INCOME SUBJECT TO INCOME TAX.CURRENT ACCOUNTING GUIDELINES REQUIRE AN ORGANIZATION TO DETERMINE WHETHER IT IS MORE LIKELY THAN NOT THAT A TAX POSITION WILL BE SUSTAINED UPON EXAMINATION OF THE TECHNICAL MERITS OF THE POSITION, ASSUMING THE TAXING AUTHORITY HAS FULL KNOWLEDGE OF ALL INFORMATION. IF THE TAX POSITION DOES NOT MEET THE MORE-LIKELY-THAN-NOT RECOGNITION THRESHOLD, THE BENEFIT OF THAT POSITION IS NOT RECOGNIZED IN THE FINANCIAL STATEMENTS.CHA RECORDED NO ASSETS OR LIABILITIES RELATED TO UNCERTAIN TAX POSITIONS. FEDERAL RETURNS FOR TAX YEARS 2019 AND BEYOND REMAIN SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE. true CHILD AND FAMILY RESOURCE 1644 SOUTH 8TH ST W MISSOULA MT 59801 810408016 10000 0 PARENT EDUCATION PROGRAM PARTNERSHIP FOR CHILDREN PO BOX 8134 MISSOULA MT 59807 810526281 10000 0 CHILD RESIDENTIAL TREATMENT ST LUKE COMMUNITY FOUNDATION 107 6TH AVE W RONAN MT 59864 810539096 9078 0 REHABILITATIVE THERAPY EQUIPMENT 0 3 SCHOLARSHIP PROGRAM 16 16000 Grantmaker's Description of How Grants are Used FOR GRANTS GIVEN TO BENEFIT INDIVIDUALS, GRANTS ARE DISTRIBUTED TO EDUCATIONAL INSTITUTIONS OR VENDORS DIRECTLY TO BE USED FOR THE INTENDED PURPOSE, OR AS REIMBURSEMENT TO INDIVIDUALS WHO PROVIDE PROOF OF QUALIFYING PERSONAL EXPENSE RECEIPTS. FOR HEALTH GRANTS, EACH RECIPIENT IS REQUIRED TO SUBMIT A FINAL REPORT OF HOW THE FUNDS WERE USED. UNUSED HEALTH GRANT FUNDS ARE REIMBURSED TO CHA. Form 990, Part III, Line 4d OTHER PROGRAM SERVICES 4: CHA BECAME HOME FOR THE STEVEN ROBINSON MEMORIAL ENDOWMENT IN 2001, THE INTEREST AND ADDITIONAL GIFTS FROM WHICH ARE USED TO DELIVER THE BE SUN SMART SKIN CANCER AND MELANOMA AWARENESS AND PREVENTION PROGRAM TO CHILDREN, YOUTH, FAMILIES, AND THE GENERAL PUBLIC. Form 990, Part VI, Section B, Line 11b PRIOR TO FILING FORM 990 WITH THE IRS, THE FORM 990 AND RELATED SCHEDULES WILL BE REVIEWED AND APPROVED BY THE BOARD BEFORE FORM 8879 IS SIGNED AND THE RETURN IS TRANSMITTED TO THE IRS. Form 990, Part VI, Section B, Line 12c CONFLICTS ARE CONSIDERED BEFORE BOARD MEMBER ACTIONS AT BOARD AND COMMITTEE MEETINGS. Form 990, Part VI, Section B, Line 15a COMMUNITY HEALTH ALLIANCE UTILIZED MONTANA NONPROFIT ASSOCIATION 2022 SALARY SURVEY AND RECENT COST OF LIVING ADJUSTMENTS AND CONSULTED NONPROFIT COLLEAGUES. Form 990, Part VI, Section C, Line 18 990S ARE ALSO AVAILABLE ON WWW.GUIDESTAR.ORG AND WWW.COMMUNITYHEALTHWMT.ORG/ABOUT. Form 990, Part VI, Section C, Line 19 DOCUMENTS ARE PROVIDED TO THE PUBLIC UPON REQUEST; ABBREVIATED JUNE FINANCIAL STATEMENTS ARE ALSO PRINTED IN THE ANNUAL REPORT AND DISCUSSED AT THE ANNUAL MEETING. Form 990, Part XI, Line 9 CHANGE IN VALUE OF ANNUITIES = -$18346 Form 990, Part XII, Line 2c THE FINANCE/INVESTMENT COMMITTEE REVIEWS THE MONTHLY FINANCIAL STATEMENT AS WELL AS THE ANNUAL FINANCIAL REVIEW AND FORM 990. THIS PROCESS HAS NOT CHANGED FROM PRIOR YEARS.