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Nonprofit · EIN 35-2332179

RIVERSTONE HEALTH FOUNDATION

Tax-exempt · BILLINGS, MT 59101

Financials

$828K$652K2022$1M$958K2023$1.1M$1.4M2024
Revenue Expenses · by fiscal year end
Financials of RIVERSTONE HEALTH FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
June 30, 2025990$1,072,173$1,441,698-$369,525$1,071,494$150,356$921,138
June 30, 2024990$1,023,788$957,935$65,853$1,533,983$293,026$1,240,957
June 30, 2023990$828,488$652,078$176,410$1,300,128$141,055$1,159,073
Financial details: 990 for the year ended June 30, 2025

Revenue

Contributions, gifts and grants
$1,066,885
Program service revenue
$0
Investment income
$38,172
Net gain from sales of assets
$14,251
Net income from fundraising events
-$32,884
Other revenue
-$32,884

Expenses

Grants and similar amounts paid
$1,175,847
Salaries, compensation and benefits (total)
$0
Professional fundraising fees
$0
Travel
$1,055
Program services (functional)
$1,245,745
Management and general (functional)
$104,609
Fundraising (functional)
$91,344

Balance sheet and other

Total assets, start of year
$1,533,983
Total assets, end of year
$1,071,494
Total liabilities, end of year
$150,356
Net assets, end of year
$921,138
Publicly traded securities
$858,324
Net assets without donor restrictions
$275,296
Net assets with donor restrictions
$645,842
Gross receipts
$1,202,041
Employees
0
Volunteers
62
Year formed
2008
State of legal domicile
MT

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990 for the year ended June 30, 2025, highest compensation first.

NameTitleHours / weekCompensationFrom related orgsOther / benefits
Jonathan FortePresident and CEO
Trustee or director, Officer
1$0$297,011$37,578
Megan IrionExecutive Director
Trustee or director, Officer, Former
40$0$101,377$21,024
William RoyerChairman
Trustee or director, Officer
2$0$0$0
Carol BeamVice Chair
Trustee or director, Officer
1$0$0$0
John Dorr MDPast Vice Chair
Trustee or director, Officer
1$0$0$0
James HarrisBoard Member
Trustee or director
1$0$0$0
Drew HedrickSecretary & Treasurer
Trustee or director, Officer, Former
1$0$0$0
Deborah Agnew MD MMMBoard Member
Trustee or director, Former
1$0$0$0
Kim GillianBoard Member
Trustee or director, Former
1$0$0$0
Barb SkeltonBoard Member
Trustee or director
1$0$0$0
Don SterhanBoard Member
Trustee or director
1$0$0$0
Kevi BergerExecutive Director
Trustee or director, Officer, Former
40$0$0$0
990 for the year ended June 30, 2024: 13 people
NameTitleHours / weekCompensationFrom related orgsOther / benefits
Jonathan FortePresident and CEO
Trustee or director, Officer
1$0$351,169$34,989
Barbara SchneemanExecutive Director
Trustee or director, Officer, Former
12$0$145,238$25,027
Megan IrionExecutive Director
Trustee or director, Officer
40$0$74,692$14,627
Bill RoyerChairman
Trustee or director, Officer
2$0$0$0
Ryan NordlundBoard Member
Former
1$0$0$0
Carol BeamVice Chair
Trustee or director, Officer
1$0$0$0
John Dorr MDPast Vice Chair
Trustee or director, Officer
1$0$0$0
Drew HedrickSecretary & Treasurer
Trustee or director, Officer
1$0$0$0
Deborah Agnew MD MMMBoard Member
Trustee or director
1$0$0$0
Kim GillianBoard Member
Trustee or director
1$0$0$0
Barb SkeltonBoard Member
Trustee or director
1$0$0$0
Dan CarterBoard Member
Former
1$0$0$0
Don SterhanBoard Member
Trustee or director
1$0$0$0
990 for the year ended June 30, 2023: 12 people
NameTitleHours / weekCompensationFrom related orgsOther / benefits
JOHN FELTONPAST CEO
Officer
0$0$382,401$51,276
BARBARA SCHNEEMANEXECUTIVE DIRECTOR
Officer
5$0$117,592$23,286
JON FORTECEO
Trustee or director, Officer
1$0$0$15,910
BILL ROYERCHAIR
Trustee or director, Officer
2$0$0$0
RYAN NORDLUNDPAST CHAIR
Trustee or director, Officer
2$0$0$0
CAROL BEAMVICE CHAIR
Trustee or director, Officer
1$0$0$0
JOHN DORRPAST VICE CHAIR
Trustee or director, Officer
1$0$0$0
DREW HEDRICKDIRECTOR
Trustee or director
1$0$0$0
DEBORAH AGNEW MD MMMDIRECTOR
Trustee or director
1$0$0$0
KIM GILLANDIRECTOR
Trustee or director
1$0$0$0
BARB SKELTONDIRECTOR
Trustee or director
1$0$0$0
DAN CARTERDIRECTOR
Trustee or director
1$0$0$0

Address and contacts

Address (IRS master file)
123 S 27TH ST, BILLINGS, MT 59101-4200
Principal officer (990 for 2024)
Jonathan Forte, 123 South 27th Street, Billings, MT 59101
Signed the 990
Shanna Zier, Chief Financial Officer
Phone
(406) 247-3200

Mission

RiverStone Health Foundation is a supporting organization for RiverStone Health, raising funds for efforts such as augmenting accessible primary and dental healthcare, making medications for affordable, and providing medical supplies to underserved or vulnerable populations. In doing so, RiverStone Health Foundation partners with supporters who wish to enhance the life, health and safety of our region's families and the communities in which they live.

990 for the year ended June 30, 2025

Program accomplishments

  • RiverStone Health Foundation is a supporting organization for RiverStone Health, raising funds for efforts such as augmenting accessible primary and dental healthcare, making medications more affordable, and providing medical supplies to underserved or vulnerable populations. In doing so, RiverStone Health Foundation partners with supporters who wish to enhance the life, health and safety of our region's families and the communities in which they live.
    Expenses $1,351,516 · grants $1,175,847

What it must file and when

IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025June 30, 2026November 16, 2026Not due yet
2024June 30, 2025November 17, 2025990 on file
2023June 30, 2024November 15, 2024990 on file

IRS record

EIN
35-2332179
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Publicly supported organization (170(b)(1)(A)(vi))
Donations deductible (Pub 78)
Public charity, 50% deduction limit
Exempt since
2009
Accounting year ends
June
Files
Form 990 or 990-EZ
Category (NTEE)
Human services (P20)
Assets (IRS master file)
$1,071,494
Income (IRS master file)
$1,202,041

Filing history

FormYear endedRevenueExpensesAssetsReturn
990June 2025$1,072,173$1,441,698$1,071,494IRS
990June 2024$1,023,788$957,935$1,533,983IRS
990June 2023$828,488$652,078$1,300,128XML
990June 2022$943,359$632,727$1,043,183IRS
990June 2021–––IRS
990June 2020–––IRS
990June 2019–––IRS
990June 2018–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 35-2332179).

Questions about RIVERSTONE HEALTH FOUNDATION

What is the EIN of RIVERSTONE HEALTH FOUNDATION?
The employer identification number (EIN) of RIVERSTONE HEALTH FOUNDATION is 35-2332179.
Is RIVERSTONE HEALTH FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2009.
Are donations to RIVERSTONE HEALTH FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
Which annual return does RIVERSTONE HEALTH FOUNDATION file?
Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
When is the next return of RIVERSTONE HEALTH FOUNDATION due?
The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did RIVERSTONE HEALTH FOUNDATION last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended June 2025.
Who is the principal officer of RIVERSTONE HEALTH FOUNDATION?
The 990 for the year ended June 30, 2025 names Jonathan Forte.
Who are the officers and directors of RIVERSTONE HEALTH FOUNDATION?
The 990 for the year ended June 30, 2025 lists 12 people; 0 received compensation from the organization.
How much revenue does RIVERSTONE HEALTH FOUNDATION have?
On its 990 for the year ended June 30, 2025 it reported revenue of $1,072,173, expenses of $1,441,698 and total assets of $1,071,494 at year end.

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