2025-11-21T17:27:38-06:00 2025-03-31 810497523 JORDAHL & SLITER PLLC PO BOX 8600 KALISPELL MT 599041600 990 2024-04-01 800414603 HEALTH INFORMATION EXCHANGE OF MONTANA INC HEAL 4067515305 310 SUNNYVIEW LANE KALISPELL MT 59901 SHERRI DUGAN EXECUTIVE DIRECTOR 4067521771 2025-11-17 1 1 JUSTIN P SLITER P00188996 4067521040 2025-11-17 2024 2025-03-06 01:10:19Z STEVE TODD 310 SUNNYVIEW LANE KALISPELL MT 59901 1682492 0 X N/A X 2006 MT THE HEALTH INFORMATION EXCHANGE OF MONTANA WILL ADVANCE THE DELIVERY OF HEALTHCARE AND EDUCATION FOR OUR COMMUNITIES THROUGH PARTNERSHIPS AND TECHNOLOGICAL INFRASTRUCTURE. 12 12 0 15 0 0 0 0 292243 284707 25664 128722 0 0 317907 413429 0 0 0 0 109862 102140 0 0 0 368765 331396 478627 433536 -160720 -20107 2216897 2153140 1450 11820 2215447 2141320 THE HEALTH INFORMATION EXCHANGE OF MONTANA WILL ADVANCE THE DELIVERY OF HEALTHCARE AND EDUCATION FOR OUR COMMUNITIES THROUGH PARTNERSHIPS AND TECHNOLOGICAL INFRASTRUCTURE. 0 0 388619 284707 HEALTH INFORMATION EXCHANGE OF MONTANA CURRENTLY OPERATES A DEDICATED FIBER OPTIC HEALTHCARE NETWORK CONNECTING OVER 20 HEALTHCARE AND HEALTHCARE EDUCATION FACILITIES IN THE NORTHWEST AND NORTHCENTRAL MONTANA. WITH A SECURE, FIBER OPTIC NETWORK INFRASTRUCTURE IN PLACE, HIEM HAS BEEN ABLE TO FOCUS ON EXPANDING THE NETWORK TO MORE HEALTHCARE AND HEALTHCARE EDUCATION CUSTOMERS AS WELL AS ADDRESSING ROUTE REDUNDANCY. 388619 1 0 0 0 0 0 0 0 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 2 0 0 0 0 0 0 0 0 0 0 0 0 X 12 12 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 0 0 0 0 0 X SHERRI DUGAN 4067521771 310 SUNNYVIEW LANE KALISPELL MT 59901 SHERRI DUGAN EXECUTIVE DIRECTOR 30.00 X 0 96011 6075 STEVE TODD PRESIDENT 1.00 X X 0 0 0 ANGELA HASS PRESIDENT PART-YEAR 1.00 X X 0 0 0 MARIA CLEMONS VICE PRESIDENT 1.00 X X 0 0 0 CHERIE TAYLOR SECRETARY/TREASURER 1.00 X X 0 0 0 TREASURE BERKRAM DIRECTOR PART-YEAR 1.00 X 0 0 0 PETER CAMERON DIRECTOR 1.00 X 0 0 0 JEFF FULTZ DIRECTOR 1.00 X 0 0 0 JULIE LEONARD DIRECTOR 1.00 X 0 0 0 STACI MAZURKEWIECZ DIRECTOR 1.00 X 0 0 0 JAY METZGER DIRECTOR 1.00 X 0 0 0 JOEL ONSAGER DIRECTOR 1.00 X 0 0 0 MALLORY RIPHENBURG DIRECTOR 1.00 X 0 0 0 ZACHARY ROSSMILLER DIRECTOR 1.00 X 0 0 0 BRYCE THOMPSON DIRECTOR 1.00 X 0 0 0 0 96011 6075 0 0 0 0 0 INFORMATION NETWORK CHARGES 518210 284707 284707 284707 27972 27972 1369813 1269063 100750 100750 100750 413429 284707 0 128722 102140 86819 15321 468 468 4425 4425 6112 6112 11493 11493 347 142 205 91123 86200 4923 5258 4469 789 762 762 189546 189546 4535 2886 1649 LEASE EXPENSE 16717 16717 DUES AND SUBSCRIPTIONS 610 610 433536 388619 44917 0 22708 18831 26404 2056 29504 22582 2805246 2212626 759666 592620 1378615 189551 0 1327500 2216897 2153140 1450 11820 1450 11820 X 0 0 0 0 2215447 2141320 2215447 2141320 2216897 2153140 -20107 -54020 0 X 0 0 0 X 334488 303993 367900 292243 284707 1583331 334488 303993 367900 292243 284707 1583331 0 0 0 1583331 26780 42888 38186 25664 27972 161490 26780 42888 38186 25664 27972 161490 361268 346881 406086 317907 312679 1744821 0.90740 0.91000 0.09260 0.09000 X 299558 299558 0 2505688 1913068 592620 592620 56296 C DA DAVIDSON WEALTH MANAGEMENT 133255 F 189551 VISION NET EQUIPMENT LEASE 1327500 1327500 FORM 990, PART VI, SECTION A, LINE 2 ANGELA HASS AND JEFF FULTZ HAVE A BUSINESS RELATIONSHIP. STEVE TODD AND JOEL ONSAGER HAVE A BUSINESS RELATIONSHIP. JULIE LEONARD AND BRYCE THOMPSON HAVE A BUSINESS RELATIONSHIP. CHERIE TAYLOR AND TREASURE BEKRAM HAVE A BUSINESS RELATIONSHIP. BRYCE THOMPSON AND JULIE LEONARD HAVE A BUSINESS RELATIONSHIP. MALLORY RIPHENBURG AND JEFF FULTZ HAVE A BUSINESS RELATIONSHIP. FORM 990, PART VI, SECTION B, LINE 11B THE ORGANIZATION DELIVERED A COPY OF FORM 990 TO THE BOARD PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C ANNUAL ACKNOWLEDGEMENT BY BOARD MEMBERS. FORM 990, PART VI, SECTION C, LINE 19 AVAILABLE BY REQUEST. ROBUST INC 310 SUNNYVIEW LANE KALISPELL MT 59901 273321013 REPAIR AND MAINTENANCE OF FIBER OPTIC NETWORK MT HEALTH INFORMATION EXCHANGE OF MONTANA INC C 1.00000 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 THE TAXPAYER HEREBY REQUESTS THAT THE INTERNAL REVENUE SERVICE NOT IMPOSE THE PENALTY UNDER IRC 6652(C)(1)(A)(I) FOR FAILURE TO FILE FORM 990 AS REQUIRED UNDER IRC 6033(A)(1) DUE TO REASONABLE CAUSE PURSUANT TO IRC 6652(C)(5).THE ORGANIZATION'S CPA FIRM WAS RESPONSIBLE FOR PREPARING AND FILING AN EXTENSION REQUEST DUE TO THE IRS ON AUGUST 15, 2025. THE CPA FIRM INADVERTENTLY DID NOT FILE THE EXTENSION REQUEST DUE TO A FAILURE IN THE CPA FIRM'S SYSTEM OF INTERNAL CONTROLS. THE TAX PREPARER, RELYING ON THE CPA FIRM'S SYSTEM OF CONTROLS, UNDERSTOOD THAT THE EXTENSION WAS FILED. THE TAX PREPARER DISCOVERED THAT AN EXTENSION WAS NOT FILED ON SEPTEMBER 3, 2025. UPON IDENTIFYING AN EXTENSION WAS NOT FILED, THE CPA FIRM PREPARED, AND THE TAXPAYER FILED THE RETURN AS QUICKLY AS POSSIBLE. THE CPA FIRM HAS MODIFIED ITS SYSTEM OF CONTROLS ACCORDINGLY.BOTH THE TAXPAYER AND THE CPA FIRM ACTED IN GOOD FAITH AND THE FAILURE TO FILE THE EXTENSION WAS NOT DUE TO WILLFUL NEGLECT. ADDITIONALLY, THE TAXPAYER HAS A HISTORY OF FILING ITS FORM 990 ON A TIMELY BASIS. ACCORDINGLY, WE RESPECTFULLY REQUEST THAT YOU NOT IMPOSE PENALTY UNDER IRC 6652(C)(1)(A)(I) FOR FAILURE TO FILE FORM 990 DUE TO REASONABLE CAUSE PURSUANT TO IRC 6652(C)(5). PENALTIES ASSESSED AGAINST THE ORGANIZATION WILL TAKE FUNDS DIRECTLY AWAY FROM THE FUNDS USED TO SUPPORT THE ORGANIZATIONAL MISSION. ANY PENALTY ASSESSED WOULD HAVE A MAJOR IMPACT ON THE ABILITY OF THE ORGANIZATION TO CONTINUE TO OPERATE.UNDER THE PENALTIES OF PERJURY, I DECLARE THAT THE FACTS STATED IN THIS PROTEST AND ANY ACCOMPANYING DOCUMENTS ARE TRUE, CORRECT, AND COMPLETE TO THE BEST OF MY KNOWLEDGE AND BELIEF.SHERRI DUGAN, EXECUTIVE DIRECTOR, HEALTH INFORMATION EXCHANGE OF MONTANA, INC.