Montana Health Plus

Nonprofit profile at a glance

EIN
830579388
IRS 990 coverage
2019–2025
Forms available
Form 990 2025
Location
Helena, MT, USA
Phone
4068803374
Rating
76
Verdict
SUPPORTED
Rating confidence
Moderate
Sector
Health Support Services

Reported finances

Revenue
$1,095,269
Expenses
$964,411
Assets
$4,984,340
Liabilities
$53,361

Source: IRS Form 990. Selected filing: tax year 2025. Amounts in USD.

Leadership & pay

14 people listed

Executive titles in this filing

  • DAVID MARK (VICE PRESIDENT)
  • MARIA CLEMONS (PAST PRESIDENT)
  • MARY STERHAN (PRESIDENT)

People named in this filing

  • BETSY SEGLEM (MEMBER)
  • BILL PRESTON (MEMBER)
  • DAVID MARK (VICE PRESIDENT)

Selected names, not a complete roster or a statement of current roles. Open leadership details for the complete filed list.

Source: IRS Form 990. Selected filing: tax year 2025. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

Improve population health, provide a formal statewide system of care, increase optimal clinic outcomes and decrease overall healthcare costs for people in Montana regardless of income or coverage status, by providing integrated, high quality, patient-centered care in a network of community-based health centers to the citizens of Montana and private and public payers.

What it reported doing in 2025

Montana health plus has a contract with Montana co-op for the product named co-op+; Montana health plus has a contract with pacific source; and Montana health plus has a contract with medicare.

Operating model

Revenue model
Earned-program. 84% of the money available for current operations came from fees and other program revenue.
Distribution model
Grant intermediary. The nonprofit sent 62% of its reported program spending out as grants.

The verdict

SUPPORTED - The filed numbers largely add up and most voting board members are independent. A relatively small share of available resources goes toward mission work and some filing-based governance responses are negative or unanswered.

Rating breakdown

  • Financial Efficiency: 54
  • Transparency & Controls: 93
  • Accountability: 88
  • Sustainability: 69
  • Growth: 100

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 53.8%; rating input score 54
  • Program expense ratio: 72.7%; rating input score 73
  • Fundraising efficiency: Limited

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 63rd percentile among comparable filings
  • Pay-setting controls: Limited
  • Foreign activity oversight: Limited
  • Grant itemization coverage: 100%; rating input score 100; 78th percentile among comparable filings
  • Major donor itemization: Limited
  • Related-party transparency: Limited

Accountability

  • Independent voting board: 100%; rating input score 100; 64th percentile among comparable filings
  • Governance controls: 5 of 7 controls in place; rating input score 71
    • Conflict-of-interest policy: Pass
    • Whistleblower policy: Pass
    • Document-retention policy: Pass
    • CEO compensation review process: NotApplicable
    • Other executive compensation review process: NotApplicable
    • Form 990 shared with the board: Pass
    • Board meeting minutes documented: Pass
    • Audit committee oversight: Missing
    • Independent financial-statement audit: Fail

Sustainability

  • Operating margin: 11.9%; rating input score 60; 60th percentile among comparable filings
  • Total-asset coverage ratio: 5.17; rating input score 85; 85th percentile among comparable filings
  • Liabilities to assets ratio: 0.01; rating input score 59; 59th percentile among comparable filings
  • Officer compensation ratio: 0%; rating input score 78; 78th percentile among comparable filings

Growth

  • Program expense growth: 49.8% per year; rating input score 100; 95th percentile among comparable filings
  • Revenue growth: 22.4% per year; rating input score 100; 85th percentile among comparable filings
  • Asset growth: 32.2% per year; rating input score 100; 90th percentile among comparable filings

Details

  • Where the money goes: 53.8% of revenue deployed · 72.7% of spending went to programs
  • Governance: 13 of 13 board members independent · 5 of 7 filing controls reported
  • Programs: 1 filed program accomplishment · $701K in reported program spending
  • Leadership: top reported pay $0 · 14 people listed
  • Highest-paid contractors: 1 contractor listed · $142K reported
  • Consistency: 24 of 24 current checks pass
  • Schedules: 3 filed schedules · includes grants
  • Filing history: 7 filing years from 2019 to 2025
  • Contacts: How to reach this organization
  • Money network: 13 filed money-flow records
  • Related organizations: 13 filed related-organization links
  • 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.

  • Review — Financial Efficiency: Mission deployment rate scored 54/100.
  • Review — Accountability: Governance controls: Independent financial-statement audit not reported.
  • Review — Sustainability: Liabilities to assets ratio scored 59/100.