Nonprofit · EIN 83-0579388
MONTANA HEALTH PLUS
Tax-exempt · HELENA, MT 59601
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990 | $1,095,269 | $964,411 | $130,858 | $4,984,340 | $53,361 | $4,930,979 |
| December 31, 2024 | 990 | $3,002,014 | $1,966,140 | $1,035,874 | $4,782,360 | $39,651 | $4,742,709 |
| December 31, 2023 | 990 | $1,402,278 | $357,790 | $1,044,488 | $3,774,118 | $55,486 | $3,718,632 |
Financial details: 990 for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $920,642
- Investment income
- $174,627
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $436,000
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Legal fees
- $1,571
- Accounting fees
- $48,006
- Occupancy
- $10,200
- Travel
- $21,018
- Program services (functional)
- $700,879
- Management and general (functional)
- $263,532
Balance sheet and other
- Total assets, start of year
- $4,782,360
- Total assets, end of year
- $4,984,340
- Total liabilities, end of year
- $53,361
- Net assets, end of year
- $4,930,979
- Publicly traded securities
- $2,781,141
- Net assets without donor restrictions
- $4,930,979
- Gross receipts
- $1,095,269
- Employees
- 0
- Volunteers
- 0
- Year formed
- 2018
- 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 December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BETSY SEGLEM | MEMBER Trustee or director | 1 | $0 |
| BILL PRESTON | MEMBER Trustee or director | 1 | $0 |
| DAVID MARK | VICE PRESIDENT Trustee or director, Officer | 1 | $0 |
| JAMIE BROWNELL | SECRETARY/TREASURER Trustee or director, Officer | 1 | $0 |
| JON FORTE | MEMBER Trustee or director | 1 | $0 |
| KYNDRA HALL | MEMBER Trustee or director | 1 | $0 |
| LARA SALAZAR | MEMBER Trustee or director | 1 | $0 |
| MARIA CLEMONS | PAST PRESIDENT Trustee or director, Officer | 1 | $0 |
| MARY STERHAN | PRESIDENT Trustee or director, Officer | 1 | $0 |
| MICHELLE MARTEN | MEMBER (START SEPT 2025) Trustee or director | 1 | $0 |
| PATRICK PEER | MEMBER Trustee or director | 1 | $0 |
| RICHARD MILTENBURGER | MEMBER (END SEPT 2025) Trustee or director | 1 | $0 |
| TAMMY COX | MEMBER Trustee or director | 1 | $0 |
| VICKI THUESEN | MEMBER Trustee or director | 1 | $0 |
990 for the year ended December 31, 2024: 18 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BETSEY SEGLEM | MEMBER Trustee or director | 1 | $0 |
| BILL PRESTON | MEMBER (START MARCH 2024) Trustee or director | 1 | $0 |
| CAROL TOWNSEND | MEMBER (THROUGH DEC 2024) Trustee or director | 1 | $0 |
| DAVID MARK | VICE PRESIDENT Trustee or director, Officer | 1 | $0 |
| JAMIE BROWNELL | SECRETARY/TREASURER Trustee or director, Officer | 1 | $0 |
| JON FORTE | MEMBER Trustee or director | 1 | $0 |
| JUSTIN MURGEL | MEMBER (THROUGH DEC 2024) Trustee or director | 1 | $0 |
| KELLY DUNCAN | MEMBER (THROUGH OCT 2024) Trustee or director | 1 | $0 |
| KYNDRA HALL | MEMBER Trustee or director | 1 | $0 |
| LARA SALAZAR | MEMBER Trustee or director | 1 | $0 |
| MARIA CLEMONS | PAST PRESIDENT Trustee or director, Officer | 1 | $0 |
| MARY STERHAN | PRESIDENT Trustee or director, Officer | 1 | $0 |
| RICHARD MILTENBURGER | MEMBER (START DEC 2024) Trustee or director | 1 | $0 |
| TAMMY COX | MEMBER Trustee or director | 1 | $0 |
| TRISTA BESICH | VICE PRESIDENT (THROUGH MARCH 2024) Trustee or director, Officer | 1 | $0 |
| VICKI THUESEN | MEMBER (START DEC 2024) Trustee or director | 1 | $0 |
| PATRICK PEER | MEMBER (START NOV 2024) Trustee or director | 1 | $0 |
| LANDER COONEY | MEMBER (THROUGH DEC 2024) Trustee or director | 1 | $0 |
990 for the year ended December 31, 2023: 15 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MARIA CLEMONS | CHAIR Trustee or director | 1 | $0 |
| TRISTA BESICH | VICE CHAIR Trustee or director | 1 | $0 |
| MARY STERHAN | SECRETARY/TREASURER Trustee or director | 1 | $0 |
| BETSY SEGLEM | VOTING MEMBER Trustee or director | 1 | $0 |
| JUSTIN MURGEL | VOTING MEMBER Trustee or director | 1 | $0 |
| JON FORTE | VOTING MEMBER Trustee or director | 1 | $0 |
| TAMMY COX | VOTING MEMBER Trustee or director | 1 | $0 |
| LANDER COONEY | VOTING MEMBER Trustee or director | 1 | $0 |
| CAROL TOWNSEND | MEMBER Trustee or director | 1 | $0 |
| DAVID MARK | MEMBER Trustee or director | 1 | $0 |
| KYNDRA HALL | MEMBER Trustee or director | 1 | $0 |
| JANET WOODBURN | MEMBER Trustee or director | 1 | $0 |
| JAMIE BROWNELL | MEMBER Trustee or director | 1 | $0 |
| LARA SALAZAR | VOTING MEMBER Trustee or director | 1 | $0 |
| CINDY STERGAR | NONVOTING MEMBER Trustee or director | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 1805 EUCLID AVE, HELENA, MT 59601-1906
- In care of
- % MONTANA PRIMARY CARE ASSOCIATION
- Principal officer (990 for 2025)
- OLIVIA RIUTTA, 1805 EUCLID AVENUE, HELENA, MT 59625
- Signed the 990
- OLIVIA RIUTTA, BUSINESS AGENT
- Phone
- (406) 880-3374
- Website
- MTHEALTHPLUS.ORG
- Return prepared by
- BRADY MARTZ PLLC
Mission
IMPROVE POPULATION HEALTH, PROVIDE A FORMAL STATEWIDE SYSTEM OF CARE, INCREASE OPTIMAL CLINIC OUTCOMES AND DECREASE OVERALL HEALTHCARE COSTS FOR PEOPLE IN MONTANA REGARDLESS OF INCOME OR COVERAGE STATUS, BY PROVIDING INTEGRATED, HIGH QUALITY, PATIENT-CENTERED CARE IN A NETWORK OF COMMUNITY-BASED HEALTH CENTERS TO THE CITIZENS OF MONTANA AND PRIVATE AND PUBLIC PAYERS.
Program accomplishments
- MONTANA HEALTH PLUS HAS A CONTRACT WITH MONTANA CO-OP FOR THE PRODUCT NAMED CO-OP+; MONTANA HEALTH PLUS HAS A CONTRACT WITH PACIFIC SOURCE; AND MONTANA HEALTH PLUS HAS A CONTRACT WITH MEDICARE.Expenses $700,879 · grants $436,000 · revenue $920,642
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 December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990 on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 83-0579388
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (509(a)(2))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 2019
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Health care (E60)
- Assets (IRS master file)
- $4,984,340
- Income (IRS master file)
- $1,095,269
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2025 | $1,095,269 | $964,411 | $4,984,340 | XML |
| 990 | December 2024 | $3,002,014 | $1,966,140 | $4,782,360 | XML |
| 990 | December 2023 | $1,402,278 | $357,790 | $3,774,118 | XML |
| 990 | December 2022 | $1,148,327 | $123,861 | $2,694,247 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | 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 83-0579388).
Questions about MONTANA HEALTH PLUS
- What is the EIN of MONTANA HEALTH PLUS?
- The employer identification number (EIN) of MONTANA HEALTH PLUS is 83-0579388.
- Is MONTANA HEALTH PLUS tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2019.
- Are donations to MONTANA HEALTH PLUS tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does MONTANA HEALTH PLUS 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 MONTANA HEALTH PLUS due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did MONTANA HEALTH PLUS last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2025.
- Who is the principal officer of MONTANA HEALTH PLUS?
- The 990 for the year ended December 31, 2025 names OLIVIA RIUTTA.
- Who are the officers and directors of MONTANA HEALTH PLUS?
- The 990 for the year ended December 31, 2025 lists 14 people; 0 received compensation from the organization.
- How much revenue does MONTANA HEALTH PLUS have?
- On its 990 for the year ended December 31, 2025 it reported revenue of $1,095,269, expenses of $964,411 and total assets of $4,984,340 at year end.
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