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Nonprofit · EIN 84-5066330

ALLUVION HEALTH FOUNDATION

Tax-exempt (reinstated) · GREAT FALLS, MT 59401

Financials

$202K$137K2023$17K$143K2024
Revenue Expenses · by fiscal year end
Financials of ALLUVION HEALTH FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
June 30, 2025990$17,384$142,651-$125,267$375,422$9,823$365,599
June 30, 2024990$201,621$136,668$64,953$361,855$3,198$358,657
Financial details: 990 for the year ended June 30, 2025

Revenue

Contributions, gifts and grants
$2,358
Program service revenue
$0
Investment income
$15,026
Net gain from sales of assets
$6,266
Other revenue
$0

Expenses

Grants and similar amounts paid
$0
Compensation of officers, directors and key employees
$85,782
Salaries, compensation and benefits (total)
$92,118
Professional fundraising fees
$0
Accounting fees
$3,168
Occupancy
$2,040
Travel
$114
Program services (functional)
$68,805
Management and general (functional)
$73,846

Balance sheet and other

Total assets, start of year
$361,855
Total assets, end of year
$375,422
Total liabilities, end of year
$9,823
Net assets, end of year
$365,599
Net assets without donor restrictions
$380,256
Net assets with donor restrictions
-$14,657
Gross receipts
$17,384
Employees
0
Volunteers
8
Year formed
2020
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
Guy Venuti MDDirector (EFF 01/30/25)
Trustee or director, Officer
1$0$250,987$7,521
william prestonboard chair / ceo
Trustee or director, Officer
1$0$163,639$1,207
teresa schreinerexecutive dir (THRU 05/09/25)
Officer
40$0$87,214$0
mark cappisTreasurer
Trustee or director, Officer
2$0$0$0
KEVIN ECHKHARDTdirector (EFF 10/24/24)
Trustee or director
1$0$0$0
Lela GrahamDirector (EFF 01/30/25)
Trustee or director
1$0$0$0
Erica harpdirector
Trustee or director
1$0$0$0
kim martindirector
Trustee or director
1$0$0$0
apryle pickeringdirector
Trustee or director
1$0$0$0
Heidi HockettVice chair (THRU 04/30/25)
Trustee or director, Officer
1$0$0$0
kirk hindoiendirector (THRU 07/26/24)
Trustee or director
1$0$0$0
990 for the year ended June 30, 2024: 10 people
NameTitleHours / weekCompensationFrom related orgsOther / benefits
teresa schreinerExecutive Director
Officer
40$0$78,977$6,318
Bill prestonboard chair
Trustee or director, Officer
1$0$0$0
Heidi HockettVice chair
Trustee or director, Officer
1$0$0$0
mark cappisTreasurer
Trustee or director, Officer
2$0$0$0
Erica harpdirector
Trustee or director
1$0$0$0
kirk hindoiendirector
Trustee or director
1$0$0$0
kim martindirector
Trustee or director
1$0$0$0
apryle pickeringdirector
Trustee or director
1$0$0$0
Katie Biggschair (thru 01/2024)
Trustee or director, Officer
1$0$0$0
katrina Ramsteadvice chair (thru 09/2023)
Trustee or director, Officer
1$0$0$0

Address and contacts

Address (IRS master file)
601 1ST AVE N, GREAT FALLS, MT 59401-2510
In care of
% THE ORGANIZATION
Principal officer (990 for 2024)
Brenda RIES, 601 1ST AVENUE N, GREAT FALLS, MT 59401
Signed the 990
Brenda RIES, CFO
Phone
(406) 231-6521
Return prepared by
WITHUMSMITHBROWNPC

Mission

To further the charitable purpose of Alluvion Health, a Community Health Center, by receiving contributions, providing financial management assistance in overseeing the endowment maintained on behalf of Alluvion Health and by providing services and support to that entity.

990 for the year ended June 30, 2025

Program accomplishments

  • To further the charitable purposes of Alluvion Health, a federally qualified health center, contributions were received, financial management of assets was provided, and services and support were offered to that entity.
    Expenses $68,805
  • Alluvion Health Foundation began efforts to fundraise towards the cost of a Mobile Autism Clinic to increase access to diagnostic and therapeutic services for rural Montana. Over the course of the year, the organization raise $4,938 in funds for this initiative.0

What it must file and when

IRS records say it files Form 990-N (e-Postcard). Gross receipts normally $50,000 or less. 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
84-5066330
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Supporting organization, Type I
Donations deductible (Pub 78)
Supporting organization, 50% limit
Exempt since
2024
Accounting year ends
June
Files
Form 990-N (e-Postcard)
Category (NTEE)
Health care (E12)
Assets (IRS master file)
$375,422
Income (IRS master file)
$17,384

Revocation and reinstatement

Exemption revoked
November 15, 2022
Posted by the IRS
March 13, 2023
Reinstated
Effective November 15, 2022

From the IRS automatic revocation list: organizations that did not file a required return or e-Postcard for three consecutive years.

Filing history

FormYear endedRevenueExpensesAssetsReturn
990June 2025$17,384$142,651$375,422IRS
990June 2024$201,621$136,668$361,855IRS

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 84-5066330).

Questions about ALLUVION HEALTH FOUNDATION

What is the EIN of ALLUVION HEALTH FOUNDATION?
The employer identification number (EIN) of ALLUVION HEALTH FOUNDATION is 84-5066330.
Is ALLUVION HEALTH FOUNDATION tax-exempt?
Yes. The IRS revoked its exemption on November 15, 2022 and reinstated it effective November 15, 2022.
Are donations to ALLUVION HEALTH FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Supporting organization, 50% limit).
Which annual return does ALLUVION HEALTH FOUNDATION file?
Form 990-N (e-Postcard). Gross receipts normally $50,000 or less.
When is the next return of ALLUVION 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 ALLUVION 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 ALLUVION HEALTH FOUNDATION?
The 990 for the year ended June 30, 2025 names Brenda RIES.
Who are the officers and directors of ALLUVION HEALTH FOUNDATION?
The 990 for the year ended June 30, 2025 lists 11 people; 0 received compensation from the organization.
How much revenue does ALLUVION HEALTH FOUNDATION have?
On its 990 for the year ended June 30, 2025 it reported revenue of $17,384, expenses of $142,651 and total assets of $375,422 at year end.

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