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HEALTH INFORMATION EXCHANGE OF MONTANA INC

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Public IRS 990 nonprofit record

HEALTH INFORMATION EXCHANGE OF MONTANA INC

EIN 80-0414603 · Public & Societal Benefit (W050)

What they do

THE HEALTH INFORMATION EXCHANGE of MONTANA WILL ADVANCE THE DELIVERY of HEALTHCARE and EDUCATION for OUR COMMUNITIES THROUGH PARTNERSHIPS and TECHNOLOGICAL INFRASTRUCTURE.

Before you give

Should I give to this charity?

Easy charity check
Look at where the money went

Of every $100 spent, about $89.60 was reported for mission work. Use the spending picture below and ask what results that work produced.

Plain answer: A tax form cannot prove that a charity is doing good. It can show how the charity says it spent its money—and point out questions you should ask.

Basic facts we verified

IRS warning checkNo IRS revocation warning appears in this data.

Money report from 2024The charity has a recent tax report to read.

They explain their jobThe charity tells us what it is trying to do.

They name their leaders15 people are listed in the latest report.

You can reach themThey list contact information, so you can ask questions.

Money made simple

94.00%of revenue went to mission work89.6% of expenses · Program services
$104.86spent for every $100 of revenueSpending was higher than revenue this year.
10.86%of revenue went to management and office costs10.4% of expenses
$4.97in assets for every $1 spent this yearSome assets cannot be spent right away.

Ask these three easy questions

  1. Who did you help? Ask for a recent story or report that shows real results.
  2. What will my money do? Ask exactly what your gift will pay for.
  3. Is this really the charity? Give only through its official website or confirmed phone number.

Worth asking: Expenses exceeded revenue by $20,107 this year. Ask whether that was planned or caused by a one-time event.

Pay context: The highest compensation shown in this filing is $6,075 for SHERRI DUGAN (EXECUTIVE DIRECTOR). Compare pay with organizations of similar size and complexity.

Bottom line: Do not decide from a name, mission statement, or tax status alone. Look at where the money went, then ask what changed, who was helped, and what your gift will do. YouCanGiveBack does not endorse or grade organizations.

Money

Financial picture

Tax year 2024

A plain-language look at the latest Form 990 figures available. These numbers help you ask better questions; they do not, by themselves, rate whether a charity is good or bad.

How each $100 of revenue was used

The large number compares each expense with revenue. The smaller number shows its share of total expenses.

Total reported revenue$413,429
Mission workProgram services$388,61994.00% of revenue89.6% of expenses
ManagementOffice and general costs$44,91710.86% of revenue10.4% of expenses
FundraisingAsking for donations0.00% of revenue0.0% of expenses
Total expenses$433,536104.86% of revenue

Expenses were greater than revenue, so the colored ring fills the available $100 and the total above 100% is shown below.

Has the pattern changed?

Colored bars = expense mix: how each year’s expenses were divided. Total expenses vs. revenue shows whether the charity spent less or more than it received. The current filing is first.

YearExpense mixDetails
2024CurrentExpense mix: 89.6% mission · 10.4% management · 0.0% fundraisingTotal expenses: 104.86% of revenue
2023Expense mix: 89.9% mission · 10.1% management · 0.0% fundraisingTotal expenses: 150.56% of revenue
2022Expense mix: 93.3% mission · 6.7% management · 0.0% fundraisingTotal expenses: 107.61% of revenue
2021Expense mix: 93.9% mission · 6.1% management · 0.0% fundraisingTotal expenses: 137.93% of revenue
2020Expense mix: 94.1% mission · 5.9% management · 0.0% fundraisingTotal expenses: 121.30% of revenue
2019Expense mix: 88.0% mission · 12.0% management · 0.0% fundraisingTotal expenses: 146.26% of revenue
2018Expense mix: 92.5% mission · 7.5% management · 0.0% fundraisingTotal expenses: 139.03% of revenue
2017Expense mix: 93.0% mission · 7.0% management · 0.0% fundraisingTotal expenses: 179.11% of revenue

Money in and money out

Revenue$413,429
Expenses$433,536
Annual shortfall $20,107 Expenses were higher than revenue for this filing year.

Reported spending amounts

Mission work means the Form 990 category called program services. These are reported accounting categories—not an independent measurement of results.

Mission work (program services)$388,619 · 89.6% of expenses
Management and office costs$44,917 · 10.4% of expenses
See all reported dollar amounts
Revenue$413,429
Expenses$433,536
Assets$2,153,140
Income$1,682,492
Mission work (program services)$388,619
Grants given$9,000
Average grant$9,000
Management and general$44,917
Executive compensation (total)$116,921
Accounting fees$4,425
Investing fees$6,112
People

Leadership and board

Tax year 2024

Names, titles, time, and compensation below are reported by the organization on its Form 990.

People reported as paid

Person and titleCompensation
SHERRI DUGANEXECUTIVE DIRECTOR · 30 hrs/week $6,075Base · Other $6,075

Compensation alone does not tell whether pay is reasonable. Consider the charity’s size, work, location, and results.

See everyone listed on the board or leadership roster (15)

SHERRI DUGANEXECUTIVE DIRECTOR

ANGELA HASSPRESIDENT PART-YEAR

BRYCE THOMPSONDIRECTOR

CHERIE TAYLORSECRETARY/TREASURER

JAY METZGERDIRECTOR

JEFF FULTZDIRECTOR

JOEL ONSAGERDIRECTOR

JULIE LEONARDDIRECTOR

MALLORY RIPHENBURGDIRECTOR

MARIA CLEMONSVICE PRESIDENT

PETER CAMERONDIRECTOR

STACI MAZURKEWIECZDIRECTOR

STEVE TODDPRESIDENT

TREASURE BERKRAMDIRECTOR PART-YEAR

ZACHARY ROSSMILLERDIRECTOR

About this charity

Recognized since
January 2009
Location
310 SUNNYVIEW LN, KALISPELL, MT 59901-3129
County
Flathead
In care of
% CHARLES T PEARCE
Primary officer
SHERRI DUGAN, EXECUTIVE DIRECTOR

How to reach them

Filing and classification

Latest tax year
2024
Tax period began
April 1, 2024
Return type
990
Tax preparer
JORDAHL & SLITER PLLC
NTEE classification
Public & Societal Benefit (W050)
IRS tax category
All Other Miscellaneous Ambulatory Health Care Services
Grant-giving organization
Yes

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About this report: Information comes from public nonprofit records and may show the latest filing available.

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