Montana Health Research &
To pursue funding opportunities to provide financial, technical, and innovative program support to mha members and the communities they serve.
Montana Health Research & at a glance
In short: Montana Health Research & gave $65K across 2 grants in 2025 (avg $32K), mostly in Georgia. Source: 2025 IRS Form 990.
- Annual giving (2025)
- $64,950
- -45.1% vs 2024
- Grants made (2025)
- 2
- Average grant
- $32,475
- Median grant
- $32,475
- Total assets
- $1,526,680
- -14.7% vs 2024
- Primary geography
- Georgia (65% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990, 2025 View filing
Data from IRS Form 990, 2025; updated September 2026.
Who Montana Health Research & funds
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%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 2 itemized grants.
Cities
How Montana Health Research & gives
- Giving fell 75% from 2022 to 2025. Method
From the foundation's IRS Form 990 filings. Methodology.
Giving History
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.
Grants by year
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 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Net Investment Income |
|---|---|---|---|---|---|---|
| 2025 | $1,526,680 | $2,616,960 | $2,843,049 | $64,950 | 2 | $16,777 |
| 2024 | $1,790,357 | $2,972,965 | $2,904,391 | $118,205 | Total only | $8,995 |
| 2023 | $2,006,835 | $3,090,615 | $3,081,278 | $18,000 | 1 | $7,544 |
| 2022 | $2,071,944 | $3,790,637 | $3,700,547 | $261,416 | 4 | $9,504 |
| 2021 | $2,112,895 | $4,435,703 | $4,239,555 | $256,377 | 8 | $5,361 |
| 2020 | $2,872,706 | $2,983,996 | $3,070,158 | $527,245 | 62 | $5,876 |
"Total only": grants paid as reported on the IRS filing, which lists no individual grants for that year.
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.
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.
Data update history
(4)
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
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