Montana Health Research &
TO PURSUE FUNDING OPPORTUNITIES TO PROVIDE FINANCIAL, TECHNICAL, AND INNOVATIVE PROGRAM SUPPORT TO MHA MEMBERS AND THE COMMUNITIES THEY SERVE.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$1.8M
-10.8% YoY
Revenue
$3.0M
-3.8% YoY
Net Investment Income
$9K
+19.2% YoY
Expenses
$2.9M
-5.7% YoY
About Montana Health Research &
Based on IRS filings
Montana Health Research & is a nonprofit organization, based in HELENA, MT. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $1.8M in total assets. Net investment income was $9K.
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $1,790,357 | $2,006,835 | $2,071,944 |
| Revenue | $2,972,965 | $3,090,615 | $3,790,637 |
| Expenses | $2,904,391 | $3,081,278 | $3,700,547 |
| Qualifying Distributions | — | — | — |
| Net Investment Income | $8,995 | $7,544 | $9,504 |
| Distributable Amount | — | — | — |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 0 recipients in 2024
Grant Size Distribution
62 grants across all recorded years
Giving History
Grant recipients and amounts by year
No grants recorded for .
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| KRISTI GATRELL | CHAIR | 3 | — |
| MATT WALLER | VICE CHAIR | 3 | — |
| LAURA MERCHANT | TREASURER | 3 | — |
| ROBERT OLSEN | SECRETARY | 3 | — |
| ADAM SCHAFER | DIRECTOR | 3 | — |
| JESSICA WINGE PETERSEN | DIRECTOR | 3 | — |
| JODY HAINES | DIRECTOR | 3 | — |
| SHANI RICH | EXECUTIVE DIRECTOR | 40 | — |
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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