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HEADWATERS HEALTH FOUNDATION OF WESTERN MONTANA

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Public IRS 990 nonprofit record

HEADWATERS HEALTH FOUNDATION OF WESTERN MONTANA

EIN 81-1099715 · Fund Raising & Fund Distribution - Health - General and Rehabilitative (E12)

What they do

HEADWATERS HEALTH FOUNDATION OF WESTERN MONTANA .

Before you give

Should I give to this charity?

Easy charity check
We do not have enough spending detail

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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 leaders19 people are listed in the latest report.

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

Money made simple

$105.42spent for every $100 of revenueSpending was higher than revenue this year.
$11.66in assets for every $1 spent this yearSome assets cannot be spent right away.

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  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 $561,622 this year. Ask whether that was planned or caused by a one-time event.

Pay context: The highest compensation shown in this filing is $350,744 for MYNOR VELIZ (CHIEF FINANCIAL OFFICER). 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.

Money in and money out

Revenue$10,368,675
Expenses$10,930,297
Annual shortfall $561,622 Expenses were higher than revenue for this filing year.
See all reported dollar amounts
Revenue$10,368,675
Expenses$10,930,297
Assets$127,500,140
Income$47,469,590
Grants given$35,637,860
Average grant$37,317
Executive compensation (total)$645,422
Stocks and bonds$68,450,103
Accounting fees$218,135
Investing fees$308,288
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
MYNOR VELIZCHIEF FINANCIAL OFFICER · 40 hrs/week $350,744
BRENDA SOLORZANO-CAUDLEFORMER CHIEF EXECUTIVE OFFICER · 40 hrs/week $247,559
ERIN SWITALSKIPROGRAM DIRECTOR · 40 hrs/week $187,068
ASHLEY MORTONPROGRAM OFFICER · 40 hrs/week $126,981
STEPHANIE SCHILLINGEVALUATION AND OPERA · 40 hrs/week $102,615
MEGAN A DUNGANOPERATIONS MANAGER · 40 hrs/week $94,703
ROBYN E WINDHAMCOMMUNICATIONS SPECI · 40 hrs/week $92,183
RUTH CRYSTALPROGRAM OFFICER · 40 hrs/week $76,753
CARLY D HARECHIEF EXECUTIVE OFFICER · 40 hrs/week $37,954

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 (19)

MYNOR VELIZCHIEF FINANCIAL OFFICER

BRENDA SOLORZANO-CAUDLEFORMER CHIEF EXECUTIVE OFFICER

ERIN SWITALSKIPROGRAM DIRECTOR

ASHLEY MORTONPROGRAM OFFICER

STEPHANIE SCHILLINGEVALUATION AND OPERA

MEGAN A DUNGANOPERATIONS MANAGER

ROBYN E WINDHAMCOMMUNICATIONS SPECI

RUTH CRYSTALPROGRAM OFFICER

CARLY D HARECHIEF EXECUTIVE OFFICER

JASON SMITHTRUSTEE

JEANNE TWOHIGTRUSTEE

JENNIFER ST GODDARDTRUSTEE

KELLEY RISCHKEVICE CHAIR

MARILYN ZIMMERMANTRUSTEE

MIKE STEWARTTRUSTEE

RACHEL HUFF-DORIATRUSTEE

RICHARD OPPERSECRETARY/TREASURER

ROBERT J PHILLIPSTRUSTEE

CARISSA KUHLCHAIR

About this charity

Recognized since
January 2016
Location
119 W MAIN ST, MISSOULA, MT 59802-4311
County
Missoula
In care of
RICHARD OPPER
Primary officer
RICHARD OPPER, TREASURER

How to reach them

Filing and classification

Latest tax year
2024
Tax period began
January 1, 2024
Return type
990PF
Tax preparer
BAKER TILLY ADVISORY GROUP LP
NTEE classification
Fund Raising & Fund Distribution - Health - General and Rehabilitative (E12)
IRS tax category
Fund Raising & Fund Distribution
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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