Mental Health America of Montana Inc
Nonprofit profile at a glance
- EIN
- 810289661
- IRS 990 coverage
- 2021–2025
- Forms available
- Form 990 2025, Form 990-EZ 2024, Form 990-N 2013
- Location
- Laurel, MT, USA
- Phone
- 4065877774
- Rating
- 74
- Verdict
- SUPPORTED
- Rating confidence
- Moderate
- Sector
- Health - General and Rehabilitative N.E.C.
Reported finances
- Revenue
- $241,032
- Expenses
- $172,857
- Assets
- $86,460
- Liabilities
- $0
Source: IRS Form 990. Selected filing: tax year 2025. Amounts in USD.
Leadership & pay
13 people listed
Executive titles in this filing
- Katherine Lewis (Past President)
- Danny Aune (President)
- Michelle Aune (Executive Director)
Highest reported compensation
- Genea Fields (Program Director): $56,019 total reported compensation
- Michelle Aune (Executive Director): $20,269 total reported compensation
Source: IRS Form 990. Selected filing: tax year 2025. Names and roles reflect this filing, not necessarily current officeholders.
Overview
Mission
Mental Health America of Montana is a non-profit mental health advocacy organization with a mission to advocate and educate for the mental health of all Montanans. Beyond advocating and educating the primary service side of MHA of MT is the Montana Warm Line and the development of Family Peer Support. The Warm Line is a support and recovery line for individuals needing support and recovery coaching to sustain their daily living or refer to other community resources. Family Peer Support is a pilot program funded through a grant by the Montana Department of Public Health and Human Services. MHA of MT offers a 24 hour resource telephonic services to parents who identify as having a child with a chronic medical illness and or serious emotional disorder.
What it reported doing in 2025
The Montana Warm Line is a mental health support and recovery telephonic line. The line is staffed with Responders who identify as a person with a diagnosable mental illness and has received training as a responder. The Responders work evenings and weekends to meet the needs of callers who may be struggling with their mental wellbeing and daily living. Responders offer a kind ear a lived experience of their own and recovery tools.
Operating model
- Revenue model
- Grant-funded. 62% of the money available for current operations came from government grants.
- Distribution model
- Direct operator. The filing allocates 93% of reported program-service expenses outside its grant, affiliate-payment, and member-benefit lines. This expense classification does not rule out separately announced grant awards.
The verdict
SUPPORTED - The filed numbers largely add up and a large share of available resources goes toward mission work. Program spending has declined or grown slowly and revenue has declined or grown slowly.
Rating breakdown
- Financial Efficiency: 61
- Transparency & Controls: 94
- Accountability: 91
- Sustainability: 54
- Growth: 0
Detailed rating inputs
Financial Efficiency
- Mission deployment rate: 60%; rating input score 60
- Program expense ratio: 83.7%; rating input score 84
- Fundraising efficiency: Limited
Transparency & Controls
- Consistency checks: 100%; rating input score 100; 64th percentile among comparable filings
- Pay-setting controls: Limited
- Foreign activity oversight: Limited
- Grant itemization coverage: 100%; rating input score 100; 81st percentile among comparable filings
- Major donor itemization: Yes; rating input score 100
- Related-party transparency: Limited
Accountability
- Independent voting board: 100%; rating input score 100; 64th percentile among comparable filings
- Governance controls: 7 of 9 controls in place; rating input score 78
- Conflict-of-interest policy: Pass
- Whistleblower policy: Pass
- Document-retention policy: Pass
- CEO compensation review process: Pass
- Other executive compensation review process: Pass
- Form 990 shared with the board: Pass
- Board meeting minutes documented: Pass
- Audit committee oversight: Missing
- Independent financial-statement audit: Fail
Sustainability
- Operating margin: 28.3%; rating input score 79; 79th percentile among comparable filings
- Total-asset coverage ratio: 0.5; rating input score 25; 25th percentile among comparable filings
- Liabilities to assets ratio: 0; rating input score 77; 77th percentile among comparable filings
- Officer compensation ratio: 44.1%; rating input score 5; 5th percentile among comparable filings
Growth
- Program expense growth: -19.4% per year; rating input score 0; 6th percentile among comparable filings
- Revenue growth: -16.7% per year; rating input score 0; 3rd percentile among comparable filings
- Asset growth: -15.8% per year; rating input score 0; 4th percentile among comparable filings
Details
- Where the money goes: 60% of revenue deployed · 83.7% of spending went to programs
- Governance: 11 of 11 board members independent · 7 of 9 filing controls reported
- Programs: 3 filed program accomplishments · $145K in reported program spending
- Leadership: top reported pay $56K · 13 people listed
- Consistency: 42 of 42 current checks pass
- Schedules: 4 filed schedules · includes major donors and grants
- Filing history: 3 filing years from 2021 to 2025
- Contacts: How to reach this organization
- Money network: 5 filed money-flow records
- Related organizations: 1 filed related-organization link
- Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
- People: Everyone the filings name, and which of them the filings identify by more than a name.
Key Signals
Signals prioritize questions for review. They are not findings of misconduct.
- High — Growth: Program expense growth scored 0/100.
- High — Growth: Revenue growth scored 0/100.
- High — Sustainability: Total-asset coverage ratio scored 25/100.
- Review — Accountability: Governance controls: Independent financial-statement audit not reported.
- High — Growth: Asset growth scored 0/100.
- High — Sustainability: Officer compensation ratio scored 5/100.