Montana Health Research &
To pursue funding opportunities to provide financial, technical, and innovative program support to mha members and the communities they serve.
Key facts about Montana Health Research &
In short: Montana Health Research & gave $65K across 2 grants in 2025 (avg $32K), mostly in Georgia. Source: 2025 IRS Form 990.
- EIN
- 23-7338233
- Latest 990 filing
- Form 990, 2025
- Annual giving (2025)
- $64,950
- Grants made (2025)
- 2
- Average grant
- $32,475
- Median grant
- $32,475
- Total assets
- $1,526,680
- Primary geography
- Georgia (65% of itemized 2025 grant dollars)
Data from IRS Form 990, 2025; updated September 2026.
Financial Overview
From 2025 IRS Form 990 · View filing
Total Assets
$1.5M
-14.7% YoY
Annual Giving
$65K
-45.1% YoY
Grant Count
2
Avg Grant Size
$32K
How Montana Health Research & gives
- Giving fell 75% from 2022 to 2025. Method
From the foundation's IRS Form 990 filings. Methodology.
About Montana Health Research &
Based on IRS filings
Montana Health Research & is a public charity, based in Helena, MT. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $1.5M in total assets. In 2025, it awarded 2 grants totaling $65K. Net investment income was $17K.
Ready to take the next step with Montana Health Research &?
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 2 itemized grants.
Cities
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2025, annual grant giving ranged from $18K (2023) to $527K (2020). In 2025 it made 2 grants totaling $65K.
Hatched bars: grants paid as reported on the IRS filing, which lists no individual grants for that year.
Grant Insights
How this funder distributes its grants
Top Recipients
Top 2 recipients in 2025
The largest 2025 recipient was National Disaster Life ($42K). Together the top 2 received $65K.
Grant Size Distribution
15 grants across all recorded years
The most common grant size was under $50K: 10 grants of 15 (67%).
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| National Disaster Life Augusta, GA | Basis and Advanced Trainings | $41,950 |
| Spartan Consulting Helena, MT | Training and Design Implementation | $23,000 |
Financial History
Multi-year comparison from IRS filings
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $1,526,680 | $1,790,357 | $2,006,835 |
| Revenue | $2,616,960 | $2,972,965 | $3,090,615 |
| Expenses | $2,843,049 | $2,904,391 | $3,081,278 |
| Net Investment Income | $16,777 | $8,995 | $7,544 |
Data update history
When this profile's IRS filing data changed on Grantable
- Updated Form 990 for fiscal year 2023 (received by the IRS May 15, 2024)
- Updated Form 990 for fiscal year 2024 (received by the IRS October 14, 2025)
- Added Form 990 for fiscal year 2025 (received by the IRS May 12, 2026)
- IRS filings on file for fiscal years 2020–2024
Leadership & Key People
Officers and directors from IRS filings
Montana Health Research & is led by Shani Rich, Executive Director on every filing since 2021; none of the 11 officers listed in 2025 report compensation.
Officers on the 2025 filing
Shani Rich
Executive Director
On filings since 2021
40 hrs/week
$87K (2021) → $0 (2025)
Kristi Gatrell
Chair
Director → Vice Chair, 2021
Vice Chair → Chair, 2024
On filings since 2020
3 hrs/week
No compensation reported
Abby Lotz
Chair
New on the 2025 filing
3 hrs/week
No compensation reported
Adam Schafer
Director
On filings since 2022
3 hrs/week
No compensation reported
Jessica Winge Petersen
Director
On filings since 2024
3 hrs/week
No compensation reported
Jody Haines
Director
On filings since 2024
3 hrs/week
No compensation reported
Casey Driscoll
Director of Quality Programs
New on the 2025 filing
40 hrs/week
No compensation reported
Cindee McKee
Healthcare Coalition Director
New on the 2025 filing
40 hrs/week
No compensation reported
Matt Waller
Vice Chair
Treasurer → Vice Chair, 2024
On filings since 2020
3 hrs/week
No compensation reported
Laura Merchant
Treasurer
Director → Treasurer, 2024
On filings since 2021
3 hrs/week
No compensation reported
Ed Buttrey
Secretary
New on the 2025 filing
3 hrs/week
No compensation reported
Former officers (12)
- Former: Robert Olsen (2022–2024) — Secretary
- Former: Kelley Evans (2020–2023) — Chair
- Former: Cody Langbehn (2021–2023) — Director
- Former: Devin Huntley (2021–2023) — Director
- Former: Rich Rasmussen (2022) — Former Secretary
- Former: Richard Rasmussen (2020–2021) — Secretary
- Former: Jesse Laslovich (2021) — Director
- Former: Allen Rohrback (2020) — Director
- Former: Catherine Ferguson (2020) — Director
- Former: Ellen Livers (2020) — Director
- Former: Steve Todd (2020) — Vice Chair
- Former: Victoria Cech (2020) — Executive Director
Data from IRS Form 990 filings, 2020–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2023 IRS filing
The highest reported compensation on the 2023 filing was $107K, to Shani Rich (Executive Director).
Frequently asked questions about Montana Health Research &
How much does Montana Health Research & give each year?
Montana Health Research & gave $65K across 2 grants in 2025, according to its 2025 IRS Form 990. In 2024 it reported $118K in grants paid.
How large is Montana Health Research &?
Montana Health Research & reported $1.5M in total assets on its 2025 IRS Form 990. Its revenue that year was $2.6M.
Where does Montana Health Research & operate?
Montana Health Research & has awarded grants in Georgia, Montana.
What is Montana Health Research &'s EIN?
Montana Health Research &'s EIN (Employer Identification Number) is 23-7338233. IRS Form 990 filing data is available on this page for 2020–2025.
Data last updated September 2026. Sourced from IRS Form 990 filings.
Here's the math on researching Montana Health Research & by hand.
Explore Open Grants
Browse active grant opportunities in Montana Health Research &'s focus areas in our free grants database
Similar Funders
Funders that support many of the same organizations
American Heart Association Inc
Dallas, TX
The American Heart Association funds basic, clinical, behavioral, translational and population research on cardiovascular, cerebrovascular and brain health, along with research training and education programs. In 2025 it awarded 833 grants totaling about $198 million; amounts ranged from $5,000 to nearly $9.93 million, with a median of $20,000. Research awards are for eligible U.S.-based nonprofit institutions, and the profile describes a formal proposal process but does not state whether unsolicited requests are accepted.
Assets
$2.0B
Grants
833
Total Given
$198.2M
Montana Healthcare Foundation
Bozeman, MT
The Montana Healthcare Foundation funds Montana-based efforts to improve health, including public health, health care, behavioral health, and policy work, with attention to communities at higher risk of poor health outcomes. Its 2024 grants ranged from $5,000 to $200,000, with a median of $25,000; it accepts applications through an annual Call for Proposals, but whether it accepts unsolicited requests is not stated.
Assets
$283.9M
Grants
162
Total Given
$5.2M
Rural Health Development Inc
Miles City, MT
Rural Health Development Inc funds programs that improve healthcare delivery and supports charitable healthcare providers, with a focus on eastern Montana. In 2024, its two grants ranged from $106,620 to $668,465; it gives only to preselected organizations and does not accept unsolicited requests.
Assets
$3.8M
Grants
2
Total Given
$775K
The Leona M and Harry B Helmsley
New York, NY
Helmsley funds health research, care, facilities, and technology focused on Crohn’s disease, Type 1 diabetes, rural healthcare, Israel, vulnerable children in Sub-Saharan Africa, and New York City, with some programs reaching beyond those places. In 2025, its grants ranged from $3,157 to $6,966,024, with a median of $396,866. It does not accept unsolicited requests; organizations generally apply only after an invitation.
Assets
$7.1B
Grants
570
Total Given
$440.9M
Treacy Foundation
Helena, MT
The Treacy Foundation supports nonprofits, primarily for capital campaigns, capital improvements, and maintenance, and provides college scholarships to eligible Montana and Idaho students. Its 2025 grants ranged from $1,500 to $102,500, with a median of $15,000; it is based in Helena, Montana, and supports organizations in its community. Applicants may submit a one-page letter of intent, after which the foundation decides whether to invite a full application.
Assets
$43.7M
Grants
103
Total Given
$2.4M
SCL Health Foundation
Broomfield, CO
We reveal and foster god's healing love by improving the health of the people and communities we serve, especially those who are poor and vulnerable.
Assets
$306K
Grants
0
Total Given
$3K
Charles M Bair Memorial Trust
Billings, MT
The trust funds healthcare, school scholarships, and general or capital expenses, primarily in Montana; 96% of its 2025 grant dollars went to Montana recipients, with the remainder going to Massachusetts. In 2025, it awarded 40 grants totaling about $1.77 million, ranging from $1,224 to $575,000, with a median grant of $22,248. Its 2024 filing says it does not limit giving to preselected organizations; scholarship applications received before April 15 were processed, but that date reflects a past cycle.
Assets
$10.1M
Grants
40
Total Given
$1.8M
Charles M Bair Family Trust
Billings, MT
The Charles M. Bair Family Trust supports qualifying nonprofits and government entities operating in Montana, with preference for Meagher, Wheatland, and Yellowstone counties. In 2025, grants ranged from $2,000 to $75,000, with a median of $15,000. It accepts applications through its grants-page application, with an annual March 1 deadline.
Assets
$33.9M
Grants
49
Total Given
$1.0M
M J Murdock Charitable Trust
Vancouver, WA
The M.J. Murdock Charitable Trust funds nonprofit capacity-building and projects in arts and culture, civic and community services, education, health and environmental stewardship, and scientific research across Alaska, Idaho, Montana, Oregon, and Washington. Its 2024 median grant was $87,000, with awards ranging from $4,000 to about $1.55 million. Eligible organizations can submit a Letter of Inquiry; full applications are by invitation.
Assets
$2.0B
Grants
797
Total Given
$116.6M
Billings Community Foundation
Billings, MT
Billings Community Foundation supports nonprofits serving the Greater Yellowstone Region, with interests including education, capacity building, collaboration, endowments, and community impact. Its 2025 grants ranged from $5,200 to $78,387, with a median of $10,000. The foundation’s 2026 annual-grant cycle is suspended and set to return in 2027; it does not state whether it accepts unsolicited requests.
Assets
$11.4M
Grants
21
Total Given
$320K
Sweet Grass Community Foundation
Big Timber, MT
Sweet Grass Community Foundation funds community efforts in areas including youth, community improvement, human services, education, and arts and culture, with grants focused on Sweet Grass County, Montana. Its 2024 grants had a median award of about $15,000 and ranged from about $5,000 to $153,000; whether it accepts unsolicited requests is not stated.
Assets
$4.1M
Grants
14
Total Given
$433K
St James Healthcare Foundation Inc
Butte, MT
We reveal and foster god's healing love by improving the health of the people and communities we serve, especially those who are poor and vulnerable.
Assets
$3.4M
Grants
2
Total Given
$585K
More Funders in Montana
Montana Health Research & down — hundreds of funders to go?