Montana Academy of Pediatric Physicians Inc (EIN 363481749) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1986

Legal Domicile

Principal Officer

Kylee Bodley

Phone

4066982262

Tax Period

2023-01-01 to 2023-12-31

Montana Academy of Pediatric Physicians Inc, founded in 1986, is a small nonprofit that reported $321K in total revenue in fiscal year 2023. Revenue surged 58% from the prior year, signaling strong growth momentum.

Mission

Advocating for the health of Montana's children.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $238,870

Program Service Revenue $80,173

Investment Income $1,535

Other Revenue $0

TOTAL REVENUE $320,578

Expense Breakdown

Grants Paid $1,000

Salaries & Benefits $77,709

Fundraising Expenses $0

Program Expenses $303,488

Other Expenses $254,916

TOTAL EXPENSES $333,625

Year-over-Year Comparison

	2023	2022	Change
Revenue	$320,578	$203,040	+0.6%
Expenses	$333,625	$181,774	+0.8%
Net Income	$-13,047	$21,266	-1.6%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✓ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

Volunteers

Governance Policies

✗ Conflict of Interest Policy

✗ Whistleblower Policy

✓ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

⚠ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✓ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$59,698

Total Directors

$13,500

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Kathryn Lysinger MD	Board Member	0.30	Director	$5,000	$0	$5,000
John Cole MD Past President	Immediate Past President	1.00	Officer Director	$0	$0	$0
Lauren Wilson MD	President	20.00	Officer Director	$0	$0	$0
Teresa Blaskovich MD	Vice President	1.00	Officer Director	$0	$0	$0
Atty Moriarty MD	Secretary/Treasurer	1.00	Officer Director	$0	$0	$0
Patricia Notario MD	Board Member	0.30	Director	$0	$0	$0
Elizabeth Beil MD	Board Member	0.30	Director	$5,000	$0	$5,000
Jordan LeJeune MD	Board Member	0.30	Director	$0	$0	$0
Erin Green DO	Board Member	0.30	Director	$0	$0	$0
Allison Young MD	Board Member	0.30	Director	$0	$0	$0
Shaina Rogers MD	Board Member	0.30	Director	$3,500	$0	$3,500
Kylee Bodley	Executive Director	30.00	Officer	$59,698	$0	$59,698

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2024	No data	No data	No data	No data
2023	$320,578	$333,625	$143,239	$-13,047
2022	$203,040	$181,774	$146,691	$21,266

Montana Academy of Pediatric Physicians Inc