2026-03-03T15:27:25-08:00 2025-06-30 522408237 Carver Florek & James LLC 2315 McDonald Avenue Suite 300 Missoula MT 59801 990 2024-07-01 363627205 COMMUNITY HEALTH ALLIANCE COMM 4069262522 2315 MCDONALD AVE 102 MISSOULA MT 59801 KIRA HUCK Executive Dir. 2026-03-03 true true Angel Sharp CPA P00964705 4067285539 2024 2025-03-06 01:10:19Z KIRA HUCK 2315 MCDONALD AVE 102 MISSOULA MT 59801 360898 false X WWW.COMMUNITYHEALTHWMT.ORG X 1988 MT Supporting the advancement of healthy lives in Western Montana. 11 11 3 70 0 94466 82722 124791 126942 211507 151234 -2264 0 428500 360898 174040 118079 0 111023 150711 0 35897 305281 321597 590344 590387 -161844 -229489 6971850 7238037 244581 271138 6727269 6966899 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 213488 89079 39244 Health Support: Through targeted community health grants and patient assistance, we help individuals overcome financial barriers to care and advance community health initiatives in areas of breast health, oncology, rehabilitation, diabetes, and public health education. 124747 69975 Health Education: Through action-based programs like Safe Kids Missoula and Be Sun Smart, we provide hands-on education that equips individuals with the knowledge and tools to prevent illness and injury before they happen. 72979 29000 17723 Healthcare Scholarships: We invest in the future of healthcare by providing scholarships for high school seniors pursuing health careers and working professionals advancing their skills. These opportunities help ensure compassionate, quality care for generations to come. 411214 true false 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 3 0 true 3 true false false false false false false false 0 false false false false false false false X 11 11 false false true 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 54450 0 9559 BRENDA PLASCENCIA PROGRAM MANAGER 38.00 0.00 X 39012 0 6947 KIM KLAGES JOHNS Trustee 1.00 0.00 X 0 0 0 DAMIAN CHASE-BEGAY FINANCE CHAIR 1.00 0.00 X X 0 0 0 CHARLES GATLIN CHAIR 3.00 0.00 X X 0 0 0 ALITA BILLINGTON SEC./TREASURER 1.00 0.00 X X 0 0 0 BRUCE WHITEHEAD VICE CHAIR 3.00 0.00 X X 0 0 0 DEBBIE DANTIC Trustee 1.00 0.00 X 0 0 0 AUBREY NILSEN Trustee 2.00 0.00 X 0 0 0 MARCY HANSON Trustee 1.00 0.00 X 0 0 0 HELIA JAZAYERI Trustee 1.00 0.00 X 0 0 0 93462 16506 0 false false false 0 82722 82722 ADMIN FEE REVENUE 900099 126942 126942 126942 151234 151234 0 0 0 0 0 0 0 0 360898 126942 151234 89079 89079 29000 29000 0 0 69821 32118 31419 6284 0 54859 25235 24687 4937 0 16920 7783 7614 1523 9111 4191 4100 820 126594 105073 21521 0 50740 13700 22833 14207 0 0 0 385 270 96 19 18127 11788 2415 3924 2347 1197 962 188 11944 7405 3822 717 0 30363 13967 13663 2733 6551 4127 2424 0 0 0 0 0 4973 4129 844 Other Grant Related Expense 37524 37524 PATIENT CARE & COMFORT 21939 18209 3730 TELEPHONE 2811 1293 1265 253 Printing and Publications 2660 1543 931 186 4639 3583 950 106 590387 411214 143276 35897 100 100 102257 125702 27501 0 0 0 0 0 0 1532 1532 1983 1983 0 6601887 6904504 0 0 0 238573 206199 6971850 7238037 23096 59281 221485 211857 244581 271138 X 2072991 2132257 4654278 4834642 6727269 6966899 6971850 7238037 X -229489 460774 21939 -13594 X X true X false true false X 204923 232419 115216 94466 104661 751685 0 0 204923 232419 115216 94466 104661 751685 0 751685 147841 170205 199371 211507 151234 880158 2992 13759 4477 -2264 18964 0 1650807 130388 0.45530 0.55080 X 4636351 250 178783 4815384 4535367 100 100884 4636351 4544518 271 -9422 4535367 5169059 1000 -625541 4544518 4516075 1000 651984 5169059 0.86900 0.13100 false false false 1983 1983 ANNUITIES PAYABLE 69746 OPERATING LEASE LIABILITY 142111 211857 X 808078 460774 -13594 447180 360898 360898 590387 590387 590387 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 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 CHAs 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 the Spending Policy - CHAs 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 nonprofit 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 with 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 based on the technical merits of the position, assuming the taxing authority has full knowledge of all relevant information. If a 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 2020 and beyond remain subject to examination by the Internal Revenue Service. false MOUNTAIN HOME MONTANA 2606 SOUTH AVE W MISSOULA MT 59804 810520628 15000 0 HEALTH AND CHILDREN'S SERVICES PARTNERSHIP FOR CHILDREN PO BOX 8134 MISSOULA MT 59807 810526281 5500 0 CHILD RESIDENTIAL TREATMENT POVERELLO CENTER 1110 W BROADWAY MISSOULA MT 59802 237439391 5500 0 MEDICAL RESPITE PROGRAM 0 3 SCHOLARSHIP PROGRAM 23 29000 Form 990, Part VI, Section A, Line 4 THE BOARD MADE A CHANGE TO OUR BYLAWS THAT ALTERED WHEN WE COULD BRING ON NEW TRUSTEES. PREVIOUSLY, WE COULD ONLY BRING ON NEW TRUSTEES AT THE ANNUAL MEETING (UNLESS THEY WERE FILING A MID-YEAR VACANCY). THE BOARD CHANGED THE LANGUAGE TO ALLOW NEW TRUSTEES TO BE BROUGHT ON ANY TIME DURING THE FISCAL YEAR BY MAJORITY VOTE AS LONG AS THERE WAS A VACANCY IN THE TOTAL NUMBER OF TRUSTEES ALLOWED. 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 WE PROVIDE THE CONFLICT OF INTEREST POLICY AT THE FIRST MEETING OF THE CALENDAR YEAR, REQUIRING TRUSTEES TO DISCLOSE ANY CONFLICTS. WE MONITOR THIS BY EXAMINING ANY BUSINESS/TRANSACTIONAL RELATIONSHIP WE ENTER INTO FOR THE KNOWN INTEREST OF A TRUSTEE. 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 = -$13594 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.