Nonprofit · EIN 80-0414603
HEALTH INFORMATION EXCHANGE OF MONTANA INC
Tax-exempt · KALISPELL, MT 59901
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| March 31, 2025 | 990 | $413,429 | $433,536 | -$20,107 | $2,153,140 | $11,820 | $2,141,320 |
| March 31, 2024 | 990 | $317,907 | $478,627 | -$160,720 | $2,216,897 | $1,450 | $2,215,447 |
| March 31, 2023 | 990 | $406,086 | $436,984 | -$30,898 | $2,290,374 | -$46 | $2,290,420 |
Financial details: 990 for the year ended March 31, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $284,707
- Investment income
- $128,722
- Net gain from sales of assets
- $100,750
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $102,140
- Salaries, compensation and benefits (total)
- $102,140
- Professional fundraising fees
- $0
- Legal fees
- $468
- Accounting fees
- $4,425
- Depreciation
- $189,546
- Program services (functional)
- $388,619
- Management and general (functional)
- $44,917
Balance sheet and other
- Total assets, start of year
- $2,216,897
- Total assets, end of year
- $2,153,140
- Total liabilities, end of year
- $11,820
- Net assets, end of year
- $2,141,320
- Land, buildings and equipment
- $592,620
- Gross receipts
- $1,682,492
- Employees
- 0
- Volunteers
- 15
- Year formed
- 2006
- 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 March 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| SHERRI DUGAN | EXECUTIVE DIRECTOR Officer | 30 | $0 | $96,011 | $6,075 |
| STEVE TODD | PRESIDENT Trustee or director, Officer | 1 | $0 | $0 | $0 |
| ANGELA HASS | PRESIDENT PART-YEAR Trustee or director, Officer | 1 | $0 | $0 | $0 |
| MARIA CLEMONS | VICE PRESIDENT Trustee or director, Officer | 1 | $0 | $0 | $0 |
| CHERIE TAYLOR | SECRETARY/TREASURER Trustee or director, Officer | 1 | $0 | $0 | $0 |
| TREASURE BERKRAM | DIRECTOR PART-YEAR Trustee or director | 1 | $0 | $0 | $0 |
| PETER CAMERON | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| JEFF FULTZ | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| JULIE LEONARD | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| STACI MAZURKEWIECZ | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| JAY METZGER | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| JOEL ONSAGER | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| MALLORY RIPHENBURG | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| ZACHARY ROSSMILLER | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| BRYCE THOMPSON | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
990 for the year ended March 31, 2024: 16 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| SHERRI DUGAN | EXECUTIVE DIRECTOR Officer | 30 | $110,554 |
| ANGELA HASS | PRESIDENT Trustee or director, Officer | 1 | $0 |
| STEVE TODD | VICE PRESIDENT Trustee or director, Officer | 1 | $0 |
| MARIA CLEMONS | SECRETARY/TREASURER Trustee or director, Officer | 1 | $0 |
| TREASURE BERKRAM | DIRECTOR Trustee or director, Officer | 1 | $0 |
| PETER CAMERON | DIRECTOR Trustee or director | 1 | $0 |
| KIMBERLY COMPTON | DIRECTOR Trustee or director | 1 | $0 |
| JEFF FULTZ | DIRECTOR Trustee or director | 1 | $0 |
| STEVE GARSKE | DIRECTOR Trustee or director | 1 | $0 |
| TRESSA KELLER | DIRECTOR Trustee or director | 1 | $0 |
| JULIE LEONARD | DIRECTOR Trustee or director | 1 | $0 |
| JAY METZGER | DIRECTOR Trustee or director | 1 | $0 |
| JOEL ONSAGER | DIRECTOR Trustee or director | 1 | $0 |
| ZACHARY ROSSMILLER | DIRECTOR Trustee or director | 1 | $0 |
| CHERIE TAYLOR | DIRECTOR Trustee or director | 1 | $0 |
| BRYCE THOMPSON | DIRECTOR Trustee or director | 1 | $0 |
990 for the year ended March 31, 2023: 18 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| SHERRI DUGAN | EXECUTIVE DIRECTOR Officer | 26 | $110,554 |
| ANGELA HASS | PRESIDENT Trustee or director, Officer | 1 | $0 |
| STEVE TODD | VICE PRESIDENT Trustee or director, Officer | 1 | $0 |
| MARIA CLEMONS | SECRETARY/TREASURER Trustee or director, Officer | 1 | $0 |
| BRUCE WHITFIELD | SECRETARY/TREASURER-PART YEAR Trustee or director, Officer | 1 | $0 |
| TREASURE BERKRAM | DIRECTOR Trustee or director | 1 | $0 |
| CRAIG BOYER | DIRECTOR Trustee or director | 1 | $0 |
| KIMBERLY COMPTON | DIRECTOR Trustee or director | 1 | $0 |
| JEFF FULTZ | DIRECTOR Trustee or director | 1 | $0 |
| STEVE GARSKE | DIRECTOR Trustee or director | 1 | $0 |
| TRESSA KELLER | DIRECTOR Trustee or director | 1 | $0 |
| DAVID RICHHART | DIRECTOR Trustee or director | 1 | $0 |
| ZACHARY ROSSMILLER | DIRECTOR Trustee or director | 1 | $0 |
| BETSY SEGLEM | DIRECTOR Trustee or director | 1 | $0 |
| MELANIE SWENSON | DIRECTOR Trustee or director | 1 | $0 |
| CHERIE TAYLOR | DIRECTOR Trustee or director | 1 | $0 |
| SARAH TEAFF | DIRECTOR Trustee or director | 1 | $0 |
| BRYCE THOMPSON | DIRECTOR Trustee or director | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 310 SUNNYVIEW LN, KALISPELL, MT 59901-3129
- In care of
- % CHARLES T PEARCE
- Principal officer (990 for 2024)
- STEVE TODD, 310 SUNNYVIEW LANE, KALISPELL, MT 59901
- Signed the 990
- SHERRI DUGAN, EXECUTIVE DIRECTOR
- Phone
- (406) 751-5305
- Return prepared by
- JORDAHL & SLITER PLLC
Mission
THE HEALTH INFORMATION EXCHANGE OF MONTANA WILL ADVANCE THE DELIVERY OF HEALTHCARE AND EDUCATION FOR OUR COMMUNITIES THROUGH PARTNERSHIPS AND TECHNOLOGICAL INFRASTRUCTURE.
Program accomplishments
- HEALTH INFORMATION EXCHANGE OF MONTANA CURRENTLY OPERATES A DEDICATED FIBER OPTIC HEALTHCARE NETWORK CONNECTING OVER 20 HEALTHCARE AND HEALTHCARE EDUCATION FACILITIES IN THE NORTHWEST AND NORTHCENTRAL MONTANA. WITH A SECURE, FIBER OPTIC NETWORK INFRASTRUCTURE IN PLACE, HIEM HAS BEEN ABLE TO FOCUS ON EXPANDING THE NETWORK TO MORE HEALTHCARE AND HEALTHCARE EDUCATION CUSTOMERS AS WELL AS ADDRESSING ROUTE REDUNDANCY.Expenses $388,619 · revenue $284,707
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 March, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | March 31, 2026 | August 17, 2026 | Not on file |
| 2024 | March 31, 2025 | August 15, 2025 | 990 on file |
| 2023 | March 31, 2024 | August 15, 2024 | 990 on file |
IRS record
- EIN
- 80-0414603
- 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
- March
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Public and societal benefit (W050)
- Assets (IRS master file)
- $2,153,140
- Income (IRS master file)
- $1,682,492
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | March 2025 | $413,429 | $433,536 | $2,153,140 | XML |
| 990 | March 2024 | $317,907 | $478,627 | $2,216,897 | XML |
| 990 | March 2023 | $406,086 | $436,984 | $2,290,374 | XML |
| 990 | March 2022 | $346,881 | $478,458 | $2,409,842 | IRS |
| 990 | March 2021 | – | – | – | IRS |
| 990 | March 2020 | – | – | – | IRS |
| 990 | March 2019 | – | – | – | IRS |
| 990 | March 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 80-0414603).
Questions about HEALTH INFORMATION EXCHANGE OF MONTANA INC
- What is the EIN of HEALTH INFORMATION EXCHANGE OF MONTANA INC?
- The employer identification number (EIN) of HEALTH INFORMATION EXCHANGE OF MONTANA INC is 80-0414603.
- Is HEALTH INFORMATION EXCHANGE OF MONTANA INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2009.
- Are donations to HEALTH INFORMATION EXCHANGE OF MONTANA INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does HEALTH INFORMATION EXCHANGE OF MONTANA INC 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 HEALTH INFORMATION EXCHANGE OF MONTANA INC due?
- The return for tax year 2025 (the year ending March 31, 2026) is due August 17, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did HEALTH INFORMATION EXCHANGE OF MONTANA INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended March 2025.
- Who is the principal officer of HEALTH INFORMATION EXCHANGE OF MONTANA INC?
- The 990 for the year ended March 31, 2025 names STEVE TODD.
- Who are the officers and directors of HEALTH INFORMATION EXCHANGE OF MONTANA INC?
- The 990 for the year ended March 31, 2025 lists 15 people; 0 received compensation from the organization.
- How much revenue does HEALTH INFORMATION EXCHANGE OF MONTANA INC have?
- On its 990 for the year ended March 31, 2025 it reported revenue of $413,429, expenses of $433,536 and total assets of $2,153,140 at year end.
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