HEADWATERS HEALTH FOUNDATION

PORTLAND, OR 97205 EIN 811099715

https://WWW.HEADWATERSMT.ORG
$104.2M Total Assets (2019)
N/A Total Giving (2019)
0 Grants on File (2018–2024)
N/A Avg Grant Size

About

ORGANIZATION: HEADWATERS HEALTH FOUNDATION OF WESTERN MONTANATIN: 81-1099715TAX YEAR ENDED: DECEMBER 31, 2019FORM 990-PF, PART XII, LINE 3B - REPORTING SET-ASIDES UNDER THE CASH DISTRIBUTION TEST1. FUNDS WERE SET ASIDE FOR GENERATING FUTURE CASH FLOW TO FULFILL MULTI-INSTALLMENT GRANTS THAT WILL COVER MORE THAN ONE TAXABLE YEAR. THE START-UP PERIOD WILL ALSO ALLOW THE FOUNDATION TO MONTIOR THESE GRANTS AND RECEIVE PROGRESS REPORTS BEFORE MAKING FURTHER DISTRIBUTIONS TO THE RECIPIENTS. 2. THE AMOUNTS SET ASIDE FOR THE PROJECT DESCRIBED IN ITEM 1 WILL ACTUALLY BE PAID WITHIN THE 24 MONTH PERIOD THAT ENDS NO MORE THAN 60 MONTHS AFTER THE DATE OF THE SET-ASIDE. 3. THE PROJECT WAS NOT COMPLETED BEFORE THE END OF THE ABOVE-REFERENCED TAX YEAR. 4. BELOW IS A LIST OF THE DISTRIBUTABLE AMOUNTS DETERMINED UNDER IRC SECTION 4942(D) FOR ALL PAST TAX YEARS IN THE TAXPAYER'S START-UP PERIOD:2017 - $765,4312018 - $2,189,5572019 - $3,043,7575. BELOW IS A LIST OF ACTUAL PAYMENTS MADE IN CASH OR ITS EQUIVALENT FOR EXEMPT PURPOSES DURING EACH TAX YEAR IN THE TAXPAYER'S START-UP PERIOD:2017 - $990,6472018 - $3,555,1952019 - $5,341,100

Application Information

Accepts Unsolicited Proposals No — Preselected Only
Contact Person VISIT WEBSITE FOR MOST CURRENT INFO
Phone 4069266526
Deadlines VISIT WEBSITE FOR MOST CURRENT INFO WWW.HEADWATERSMT.ORG
How to Apply VISIT WEBSITE FOR MOST CURRENT INFO WWW.HEADWATERSMT.ORG
Restrictions VISIT WEBSITE FOR MOST CURRENT INFO WWW.HEADWATERSMT.ORG

Financial Trends 2022 data appears limited (dashed line) because the IRS transitioned its e-filing system that year and only published 2 months of XML archives.

Giving Over Time

Total Assets Over Time

View financial data as table
YearTotal GivingTotal AssetsRevenueGrants
2018 N/A $95.4M $17.2M N/A
2019 N/A $104.2M $3.1M N/A
2020 N/A $106.1M $5.6M N/A
2023 N/A $123.7M $6.0M N/A
2024 N/A $127.5M $10.4M N/A

Geographic Distribution

US Grant Distribution Map

Key Personnel

NameTitleCompensation
BRENDA SOLORZANO-CLAUDLE CHIEF EXECUTIVE OFFICER $363K
MYNOR VELIZ CHIEF FINANCIAL OFFICER $351K
BRENDA SOLORZANO-CAUDLE FORMER CHIEF EXECUTIVE OFFICER $248K
MYNOR A VELIZ CFO $190K
ERIN SWITALSKI PROGRAM DIRECTOR $187K
CARLY D HARE CHIEF EXECUTIVE OFFICER $38K
ERIC SWITALKSKI PROGRAM DIRECTOR $16K
MARILYN ZIMMERMAN TRUSTEE
JENNIFER ST GODDARD TRUSTEE
JEANNE TWOHIG TRUSTEE
MIKE STEWART TRUSTEE
JASON SMITH TRUSTEE
ROBERT J PHILLIPS TRUSTEE
RACHEL HUFF-DORIA TRUSTEE
RICHARD OPPER SECRETARY/TREASURER
KELLEY RISCHKE VICE CHAIR
CARISSA KUHL CHAIR
ROBERT PHILLIPS CHAIR
JAY LOWDER CHAIR
CHRISTINA TWOHIG VICE CHAIR
JORDAN THOMPSON TRUSTEE
HEATHER CAHOON TRUSTEE
STEVE MCNEECE TRUSTEE
ALYSSA SCHOCK TRUSTEE
PENNY KIPP TRUSTEE
ROSALIE SHEEHY CATES VICE CHAIR

Grants Awarded (0 total)

RecipientLocationAmountPurposeYear