Nonprofit · EIN 84-5066330
ALLUVION HEALTH FOUNDATION
Tax-exempt (reinstated) · GREAT FALLS, MT 59401
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $17,384 | $142,651 | -$125,267 | $375,422 | $9,823 | $365,599 |
| June 30, 2024 | 990 | $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.
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| Guy Venuti MD | Director (EFF 01/30/25) Trustee or director, Officer | 1 | $0 | $250,987 | $7,521 |
| william preston | board chair / ceo Trustee or director, Officer | 1 | $0 | $163,639 | $1,207 |
| teresa schreiner | executive dir (THRU 05/09/25) Officer | 40 | $0 | $87,214 | $0 |
| mark cappis | Treasurer Trustee or director, Officer | 2 | $0 | $0 | $0 |
| KEVIN ECHKHARDT | director (EFF 10/24/24) Trustee or director | 1 | $0 | $0 | $0 |
| Lela Graham | Director (EFF 01/30/25) Trustee or director | 1 | $0 | $0 | $0 |
| Erica harp | director Trustee or director | 1 | $0 | $0 | $0 |
| kim martin | director Trustee or director | 1 | $0 | $0 | $0 |
| apryle pickering | director Trustee or director | 1 | $0 | $0 | $0 |
| Heidi Hockett | Vice chair (THRU 04/30/25) Trustee or director, Officer | 1 | $0 | $0 | $0 |
| kirk hindoien | director (THRU 07/26/24) Trustee or director | 1 | $0 | $0 | $0 |
990 for the year ended June 30, 2024: 10 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| teresa schreiner | Executive Director Officer | 40 | $0 | $78,977 | $6,318 |
| Bill preston | board chair Trustee or director, Officer | 1 | $0 | $0 | $0 |
| Heidi Hockett | Vice chair Trustee or director, Officer | 1 | $0 | $0 | $0 |
| mark cappis | Treasurer Trustee or director, Officer | 2 | $0 | $0 | $0 |
| Erica harp | director Trustee or director | 1 | $0 | $0 | $0 |
| kirk hindoien | director Trustee or director | 1 | $0 | $0 | $0 |
| kim martin | director Trustee or director | 1 | $0 | $0 | $0 |
| apryle pickering | director Trustee or director | 1 | $0 | $0 | $0 |
| Katie Biggs | chair (thru 01/2024) Trustee or director, Officer | 1 | $0 | $0 | $0 |
| katrina Ramstead | vice 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.
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 year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 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
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $17,384 | $142,651 | $375,422 | IRS |
| 990 | June 2024 | $201,621 | $136,668 | $361,855 | 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 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.
Other nonprofits in GREAT FALLS
- BENEFIS HOSPITALS INC EIN 81-0232122 · last filed 990 for 2024
- BENEFIS HEALTH SYSTEM INC EIN 26-3538104 · last filed 990 for 2024
- BENEFIS MEDICAL GROUP INC EIN 26-3538192 · last filed 990 for 2024
- COMMUNITY HEALTH CARE CENTER INCORPORATED EIN 35-2631980 · last filed 990 for 2025
- BENEFIS COMMUNITY HOSPITALS INC EIN 47-3448483 · last filed 990 for 2024
- BENEFIS COMMUNITY CARE INC EIN 81-0431871 · last filed 990 for 2024
- BENEFIS HEALTH SYSTEM FOUNDATION INC EIN 81-0480587 · last filed 990 for 2024
- MOUNTAIN INDEPENDENT HOSPITAL ALLIANCE EIN 20-5477713 · last filed 990 for 2025