Headwaters Health Foundation Of Western Montana
- Assets
- $115.7m
- Revenue
- $19.5m
- Investments
- $112.0m
- Employees
- 0
- Location
- Missoula, MT
- Founding
- 08/2016
- Data as of
- 12/2022
- EIN
- 81-1099715
Organization Overview
Headwaters Health Foundation Of Western Montana is located in Missoula, MT. The organization was established in 2016. According to its NTEE Classification (E12) the organization is classified as: Fund Raising & Fund Distribution, under the broad grouping of Health Care and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Headwaters Health Foundation Of Western Montana is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 12/2022, Headwaters Health Foundation Of Western Montana generated $19.5m in total revenue. This represents a relatively dramatic decline in revenue. Over the past 6 years, the organization has seen revenues fall by an average of (22.4%) each year. All expenses for the organization totaled $6.6m during the year ending 12/2022. You can explore the organizations financials more deeply in the financial statements section below.
Since 2018, Headwaters Health Foundation Of Western Montana has awarded 726 individual grants totaling $25,609,060. If you would like to learn more about the grant giving history of this organization, scroll down to the grant profile section of this page.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Carissa Kuhl Chair | 1.3 | $0 | |
Kelley Rischke Vice Chair | 1.3 | $0 | |
Richard Opper Secretary/treasurer | 1.3 | $0 | |
Rachel Huff-Doria Trustee | 1.3 | $0 | |
Robert J Phillips Trustee | 1.3 | $0 | |
Jason Smith Trustee | 1.3 | $0 |
Outside Vendors & Contractors
| Vendor Name (Service) | Service Year | Compensation |
|---|---|---|
Fsg Inc | 12/30/22 | $129,516 |
Gecko Designs | 12/30/22 | $72,194 |
Moss Adams Llp | 12/30/22 | $67,240 |
Philanthropy Northwest Inc | 12/30/22 | $61,984 |
Wipfli Llp | 12/30/22 | $59,030 |
Fsg Inc | 12/30/22 | $129,516 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $17,455,855 |
| Interest on Savings | $46,491 |
| Dividends & Interest | $2,909,312 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | $1,903,613 |
| Capital Gain Net Income | $17,882,809 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | -$2,798,601 |
| Total Revenue | $19,516,670 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $759,860 |
| Other employee salaries and wages | $350,660 |
| Pension plans, employee benefits | $302,844 |
| Interest | $19,851 |
| Taxes | $172,933 |
| Depreciation | $64,250 |
| Occupancy | $74,142 |
| Travel, conferences, and meetings | $221,607 |
| Printing and publications | $142 |
| Other expenses | $484,673 |
| Total operating and administrative expenses | $3,311,109 |
| Contributions, gifts, grants paid | $3,328,075 |
| Total expenses and disbursements | $6,639,184 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $593,969 |
| Savings and temporary cash investments | $0 |
| Net Accounts receivable | $80,553 |
| Net Pledges Receivable | $0 |
| Grants receivable | $0 |
| Receivables from Officers, Directors, or Controlling Persons | $0 |
| Net other notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $0 |
| Net Investments - land, buildings, equipment | $0 |
| Investments—mortgage loans | $0 |
| Investments—other | $66,321,371 |
| Net Land, buildings, and equipment | $3,024,780 |
| Other assets | $0 |
| Total assets | $115,738,217 |
| Accounts payable and accrued expenses | $64,815 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Mortgages and other notes payable | $0 |
| Other liabilities | $2,117,115 |
| Total liabilities | $2,181,930 |
Grants Awarded
Over the last fiscal year, Headwaters Health Foundation Of Western Montana has awarded $6,656,150 in support to 208 organizations.
| Grant Recipient | Amount |
|---|---|
A VOICE PURPOSE: GENERAL OPERATING | $7,500 |
ALL NATIONS HEALTH CENTER PURPOSE: GENERAL OPERATING | $100,000 |
ALBERTON SCHOOL PURPOSE: GENERAL OPERATING | $7,500 |
ANACONDA MINISTERIAL PROJECT CARE PURPOSE: GENERAL OPERATING | $3,000 |
ANACONDA JR HIGH SCHOOL PURPOSE: GENERAL OPERATING | $7,500 |
ANACONDA SR HIGH SCHOOL PURPOSE: GENERAL OPERATING | $7,500 |