MONTANA HEALTH CARE ASSOCIATION C/O RMS MANAGEMENT SERVICES

Address
36 SOUTH LAST CHANCE GULCH NO A
HELENA, MT 59601
Contact
Website: http://www.mthealthcare.org
Phone: +1 (406) 443-1160
Nonprofit
NTEE: E91 - Nursing, Convalescent Facilities
EIN: 81-0301576

Mission

THE MONTANA HEALTH CARE ASSOCIATION AND ITS MEMBERS ARE DEDICATED TO IMPROVING THE QUALITY OF LONG-TERM HEALTH CARE IN MONTANA THROUGH EDUCATIONAL PROGRAMS AND PROACTIVE ADVOCACY WITH THE LEGISLATURE AND ADMINISTRATIVE AGENCIES. MHCA ALSO SERVES AS AN INFORMATION SOURCE FOR ITS MEMBERS, STATE REGULATORY AGENCIES, THE MONTANA LEGISLATURE AND THE GENERAL PUBLIC.
 20162015201420132012
Basic features of the organization
Year of formation1962
Subsection code06
PF filing required0    
Form of organization
CorporationTrue
Human resources, including compensation
Summary compensation info
Sum of reportable (W2/1099) compensation$0.00$0.00$0.00$0.00 
Number of employees0000 
Number of people compensated >$100k0000 
Number of volunteers16152020 
Number of highly compensated contractors1111 
Personnel
Agner, Richard
Title DIST 2 CHAIRDIST 2 CHAIR  
Name of key/compensated person RICHARD AGNERRICHARD AGNER  
Position of compensated person
Current individual trustee or director TrueTrue  
Average hours per week working for org 1.001.00  
Reportable compensation from org $0.00$0.00  
Other comp, non-reportable, from org and related orgs $0.00$0.00  
Corresponding comp from related orgs
Reportable compensation from related orgs  $0.00$0.00  
Beaty, Kathryn
TitleTREASURERTREASURERSECRETARYSECRETARY 
Name of key/compensated personKATHRYN BEATYKATHRYN BEATYKATHRYN BEATYKATHRYN BEATY 
Position of compensated person
Current individual trustee or directorTrueTrueTrueTrue 
Average hours per week working for org1.001.001.001.00 
Reportable compensation from org$0.00$0.00$0.00$0.00 
Other comp, non-reportable, from org and related orgs$0.00$0.00$0.00$0.00 
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00$0.00$0.00 
Bichler, Mark
Title DIST 6 CHAIRDIST 6 CHAIRDIST 6 CHAIR 
Name of key/compensated person MARK BICHLERMARK BICHLERMARK BICHLER 
Position of compensated person
Current individual trustee or director TrueTrueTrue 
Average hours per week working for org 1.001.001.00 
Reportable compensation from org $0.00$0.00$0.00 
Other comp, non-reportable, from org and related orgs $0.00$0.00$0.00 
Corresponding comp from related orgs
Reportable compensation from related orgs  $0.00$0.00$0.00 
Bilau, Kelly
TitleDIST 1 ADDITIONAL REPDIST 1 ADDITIONAL REP   
Name of key/compensated personKELLY BILAUKELLY BILAU   
Position of compensated person
Current individual trustee or directorTrueTrue   
Average hours per week working for org1.001.00   
Reportable compensation from org$0.00$0.00   
Other comp, non-reportable, from org and related orgs$0.00$0.00   
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00   
Boatman, Shawna
TitleDIST 5 CHAIRDIST 5 CHAIR   
Name of key/compensated personSHAWNA BOATMANSHAWNA BOATMAN   
Position of compensated person
Current individual trustee or directorTrueTrue   
Average hours per week working for org1.001.00   
Reportable compensation from org$0.00$0.00   
Other comp, non-reportable, from org and related orgs$0.00$0.00   
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00   
Coe, Michael
Title2ND ASSTD LIVING REP2ND ASSTD LIVING REP   
Name of key/compensated personMICHAEL COEMICHAEL COE   
Position of compensated person
Current individual trustee or directorTrueTrue   
Average hours per week working for org1.001.00   
Reportable compensation from org$0.00$0.00   
Other comp, non-reportable, from org and related orgs$0.00$0.00   
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00   
Cook, Darcel
Title   DIST 3 VICE CHAIR 
Name of key/compensated person   DARCEL COOK 
Position of compensated person
Current individual trustee or director   True 
Average hours per week working for org   1.00 
Reportable compensation from org   $0.00 
Other comp, non-reportable, from org and related orgs   $0.00 
Corresponding comp from related orgs
Reportable compensation from related orgs    $0.00 
Espeland, David
TitleVICE PRESIDENTVICE PRESIDENTTREASURERTREASURER 
Name of key/compensated personDAVID ESPELANDDAVID ESPELANDDAVID ESPELANDDAVID ESPELAND 
Position of compensated person
Current individual trustee or directorTrueTrueTrueTrue 
Average hours per week working for org1.001.001.001.00 
Reportable compensation from org$0.00$0.00$0.00$0.00 
Other comp, non-reportable, from org and related orgs$0.00$0.00$0.00$0.00 
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00$0.00$0.00 
Hammond, Kathy
TitleDIST 1 CHAIRDIST 1 CHAIRDIST 1 CHAIRDIST 1 CHAIR 
Name of key/compensated personKATHY HAMMONDKATHY HAMMONDKATHY HAMMONDKATHY HAMMOND 
Position of compensated person
Current individual trustee or directorTrueTrueTrueTrue 
Average hours per week working for org1.001.001.001.00 
Reportable compensation from org$0.00$0.00$0.00$0.00 
Other comp, non-reportable, from org and related orgs$0.00$0.00$0.00$0.00 
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00$0.00$0.00 
Helgeson, Diana
Title DIST 4 CHAIRDIST 4 CHAIRDIST 4 CHAIR 
Name of key/compensated person DIANA HELGESONDIANA HELGESONDIANA HELGESON 
Position of compensated person
Current individual trustee or director TrueTrueTrue 
Average hours per week working for org 1.001.001.00 
Reportable compensation from org $0.00$0.00$0.00 
Other comp, non-reportable, from org and related orgs $0.00$0.00$0.00 
Corresponding comp from related orgs
Reportable compensation from related orgs  $0.00$0.00$0.00 
Holcomb, Jim
Title   DIST 2 VICE CHAIR 
Name of key/compensated person   JIM HOLCOMB 
Position of compensated person
Current individual trustee or director   True 
Average hours per week working for org   1.00 
Reportable compensation from org   $0.00 
Other comp, non-reportable, from org and related orgs   $0.00 
Corresponding comp from related orgs
Reportable compensation from related orgs    $0.00 
Hughes, Rose
TitleEXECUTIVE DIRECTOREXECUTIVE DIRECTOREXECUTIVE DIRECTOREXECUTIVE DIRECTOR 
Name of key/compensated personROSE HUGHESROSE HUGHESROSE HUGHESROSE HUGHES 
Position of compensated person
Current individual trustee or directorTrueTrueTrueTrue 
Average hours per week working for org40.0040.0040.0040.00 
Reportable compensation from org$0.00$0.00$0.00$0.00 
Other comp, non-reportable, from org and related orgs$0.00$0.00$0.00$0.00 
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00$0.00$0.00 
Huso, Brian
TitlePRESIDENTPRESIDENTVICE PRESIDENTVICE PRESIDENT 
Name of key/compensated personBRIAN HUSOBRIAN HUSOBRIAN HUSOBRIAN HUSO 
Position of compensated person
Current individual trustee or directorTrueTrueTrueTrue 
Average hours per week working for org1.001.001.001.00 
Reportable compensation from org$0.00$0.00$0.00$0.00 
Other comp, non-reportable, from org and related orgs$0.00$0.00$0.00$0.00 
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00$0.00$0.00 
Johnson, Kay
Title   DIST 6 VICE CHAIR 
Name of key/compensated person   KAY JOHNSON 
Position of compensated person
Current individual trustee or director   True 
Average hours per week working for org   1.00 
Reportable compensation from org   $0.00 
Other comp, non-reportable, from org and related orgs   $0.00 
Corresponding comp from related orgs
Reportable compensation from related orgs    $0.00 
Lee, Saza
TitleDIST 3 CHAIR    
Name of key/compensated personSAZA LEE    
Position of compensated person
Current individual trustee or directorTrue    
Average hours per week working for org1.00    
Reportable compensation from org$0.00    
Other comp, non-reportable, from org and related orgs$0.00    
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00    
Lehnerz, Lorraine
TitleDIST 2 CHAIR    
Name of key/compensated personLORRAINE LEHNERZ    
Position of compensated person
Current individual trustee or directorTrue    
Average hours per week working for org1.00    
Reportable compensation from org$0.00    
Other comp, non-reportable, from org and related orgs$0.00    
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00    
Lunde, Merry
Title   DIST 4 VICE CHAIR 
Name of key/compensated person   MERRY LUNDE 
Position of compensated person
Current individual trustee or director   True 
Average hours per week working for org   1.00 
Reportable compensation from org   $0.00 
Other comp, non-reportable, from org and related orgs   $0.00 
Corresponding comp from related orgs
Reportable compensation from related orgs    $0.00 
Nelson, Cheryl
Title  DIST 5 CHAIRDIST 5 CHAIR 
Name of key/compensated person  CHERYL NELSONCHERYL NELSON 
Position of compensated person
Current individual trustee or director  TrueTrue 
Average hours per week working for org  1.001.00 
Reportable compensation from org  $0.00$0.00 
Other comp, non-reportable, from org and related orgs  $0.00$0.00 
Corresponding comp from related orgs
Reportable compensation from related orgs   $0.00$0.00 
Rn, Deborah
Title  PRESIDENTPRESIDENT 
Name of key/compensated person  DEBORAH M WILSON RNDEBORAH M WILSON RN 
Position of compensated person
Current individual trustee or director  TrueTrue 
Average hours per week working for org  1.001.00 
Reportable compensation from org  $0.00$0.00 
Other comp, non-reportable, from org and related orgs  $0.00$0.00 
Corresponding comp from related orgs
Reportable compensation from related orgs   $0.00$0.00 
Roberts, Lisa
TitleDIST 6 CHAIR    
Name of key/compensated personLISA ROBERTS    
Position of compensated person
Current individual trustee or directorTrue    
Average hours per week working for org1.00    
Reportable compensation from org$0.00    
Other comp, non-reportable, from org and related orgs$0.00    
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00    
Sandman, Linda
Title  2ND ASSTD LIVING REPASSTD LIVING REP 
Name of key/compensated person  LINDA SANDMANLINDA SANDMAN 
Position of compensated person
Current individual trustee or director  TrueTrue 
Average hours per week working for org  1.001.00 
Reportable compensation from org  $0.00$0.00 
Other comp, non-reportable, from org and related orgs  $0.00$0.00 
Corresponding comp from related orgs
Reportable compensation from related orgs   $0.00$0.00 
Scotten, Dianne
Title   DIST 2 CHAIR 
Name of key/compensated person   DIANNE SCOTTEN 
Position of compensated person
Current individual trustee or director   True 
Average hours per week working for org   1.00 
Reportable compensation from org   $0.00 
Other comp, non-reportable, from org and related orgs   $0.00 
Corresponding comp from related orgs
Reportable compensation from related orgs    $0.00 
Tyrrell, Ben
Title   DIST 5 VICE CHAIR 
Name of key/compensated person   BEN TYRRELL 
Position of compensated person
Current individual trustee or director   True 
Average hours per week working for org   1.00 
Reportable compensation from org   $0.00 
Other comp, non-reportable, from org and related orgs   $0.00 
Corresponding comp from related orgs
Reportable compensation from related orgs    $0.00 
Uggetti, Maura
Title DIST 3 CHAIRDIST 3 CHAIRDIST 3 CHAIR 
Name of key/compensated person MAURA UGGETTIMAURA UGGETTIMAURA UGGETTI 
Position of compensated person
Current individual trustee or director TrueTrueTrue 
Average hours per week working for org 1.001.001.00 
Reportable compensation from org $0.00$0.00$0.00 
Other comp, non-reportable, from org and related orgs $0.00$0.00$0.00 
Corresponding comp from related orgs
Reportable compensation from related orgs  $0.00$0.00$0.00 
Watkins, Penelope
TitleDIST 4 CHAIR    
Name of key/compensated personPENELOPE WATKINS    
Position of compensated person
Current individual trustee or directorTrue    
Average hours per week working for org1.00    
Reportable compensation from org$0.00    
Other comp, non-reportable, from org and related orgs$0.00    
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00    
White, Mike
TitleASSTD LIVING REPASSTD LIVING REPASSTD LIVING REP  
Name of key/compensated personMIKE WHITEMIKE WHITEMIKE WHITE  
Position of compensated person
Current individual trustee or directorTrueTrueTrue  
Average hours per week working for org1.001.001.00  
Reportable compensation from org$0.00$0.00$0.00  
Other comp, non-reportable, from org and related orgs$0.00$0.00$0.00  
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00$0.00  
Wilton, Carla
TitleSECRETARYSECRETARYDIST 1 ADDITIONAL REPDIST 1 ADDITIONAL REP 
Name of key/compensated personCARLA WILTONCARLA WILTONCARLA WILTONCARLA WILTON 
Position of compensated person
Current individual trustee or directorTrueTrueTrueTrue 
Average hours per week working for org1.001.001.001.00 
Reportable compensation from org$0.00$0.00$0.00$0.00 
Other comp, non-reportable, from org and related orgs$0.00$0.00$0.00$0.00 
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00$0.00$0.00 
Purpose: mission, activities, & accomplishments
Mission or significant activitiesENHANCEMENT OF CARE FOR NURSING HOME MEMBERSENHANCEMENT OF CARE FOR NURSING HOME MEMBERSENHANCEMENT OF CARE FOR NURSING HOME MEMBERSENHANCEMENT OF CARE FOR NURSING HOME MEMBERS 
Program service expenses, total$458,847.00$436,946.00$418,675.00$416,846.00 
Programs, including revenue & expenses
ENHANCEMENT OF CARE FOR NURSING HOME MEMBERS
Program expenses$458,847.00$436,946.00$418,675.00$416,846.00 
Program descriptionENHANCEMENT OF CARE FOR NURSING HOME MEMBERSENHANCEMENT OF CARE FOR NURSING HOME MEMBERSENHANCEMENT OF CARE FOR NURSING HOME MEMBERSENHANCEMENT OF CARE FOR NURSING HOME MEMBERS 
Financial data
Revenue
Total revenue$539,735.00$508,101.00$516,401.00$545,938.00 
Revenue from contributions (total)$353,420.00$334,119.00$350,649.00$370,747.00$335,855.00
Investment income, current yr$7,089.00$2,584.00$1,605.00$2,339.00 
Total revenue from grants, etc., current yr$353,420.00$334,119.00$350,649.00$370,747.00 
Total unrelated business revenue$0.00$0.00$0.00$0.00 
Other revenue, current yr$0.00$0.00$0.00$0.00 
Net unrelated business taxable revenue$0.00$0.00$0.00$0.00 
Program service revenue (total)$179,226.00$171,398.00$164,147.00$172,852.00$158,335.00
Gross receipts$549,913.00$508,101.00$516,401.00$545,938.00 
Sources of contributions
Contributions revenue from membership dues$353,420.00$334,119.00$350,649.00$370,747.00 
Other types of revenue
Income from dividends, interest, and similar investments$6,997.00$2,584.00$1,605.00$2,339.00 
Net rental income  $0.00$0.00$0.00
Expense categories (totals)
Total functional expenses: sum of all$529,161.00$486,604.00$482,989.00$477,907.00 
Total functional expenses: program service $458,847.00$436,946.00$418,675.00$416,846.00 
Total functional expenses: management and general$70,314.00$49,658.00$64,314.00$61,061.00 
Total functional expenses: fundraising$0.00$0.00$0.00$0.00 
Fees for services
Lobbying fees (total)$1,624.00$13,032.00$2,298.00$17,735.00 
Legal fees (total)$393.00$3,924.00   
Fundraising service fees (total)$0.00$0.00$0.00$0.00 
General management fees (total)$317,750.00$308,485.00$299,500.00$290,538.00 
Assets and liabilities
Total assets$675,940.00$660,144.00$639,122.00$605,851.00$537,567.00
Total assets, beginning of year$660,144.00$639,122.00$605,851.00$537,567.00 
Total liabilities$0.00$0.00$0.00$0.00$73.00
Total liabilities, beginning of year$0.00$0.00$0.00$73.00 
Unrestricted net assets, end of yr$675,940.00$660,144.00$639,122.00$605,851.00 
Net assets$675,940.00$660,144.00$639,122.00$605,851.00 
Net assets, beginning of year$660,144.00$639,122.00$605,851.00$537,494.00 
Other assets$100,110.00$99,746.00$124,814.00$236,580.00 
Cash: non-interest bearing$74,637.00$169,957.00$150,951.00$293,967.00 
Cash: non-interest bearing, beginning of year$169,957.00$150,951.00$293,967.00$228,033.00 
Other financial variables
Revenue less expenses$10,574.00$21,497.00$33,412.00$68,031.00 
Advertising (total)$1,192.00$1,113.00$1,074.00$1,195.00 
Savings & temp cash investment$501,193.00$390,441.00$363,357.00$75,304.00 
Total net assets or fund balances$675,940.00$660,144.00$639,122.00$605,851.00 
Governance and accountability
Number of voting members13131317 
Number of independent voting members13131317 
Financial sheets audited   True 
Other accounting method (indicator)TrueTrueTrueTrue 
Tax year start date2016-01-012015-01-012014-01-012013-01-01 
Tax year end date2016-12-012015-12-012014-12-012013-12-012012-12-01
Indicators for schedules (selected)
Business transaction with entity owner TrueTrueTrue 
Business transaction with employeeTrue    
Metadata about the filing
E-return type: 990, 990EZ, or 990PF990990990990 
Date e-filing submitted2018-01-082017-06-292016-03-282014-10-24 
IRS schema version2016v3.02015v3.02014v6.02013v3.0 
Filing identifier201733179349308303201710109349300116201610279349300221201422829349300317 
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