MONTANA MEDICAL ASSOCIATION FOUNDATION (EIN 463696068) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2013

Legal Domicile

Principal Officer

JEAN BRANSCUM

Phone

4064434000

Tax Period

2024-01-01 to 2024-12-31

MONTANA MEDICAL ASSOCIATION FOUNDATION, founded in 2013, is a micro nonprofit in the Health Care sector that reported $63K in total revenue in fiscal year 2024. Revenue fell 58% from the prior year — a significant decline worth monitoring. Expenses of $141K exceeded revenue, resulting in a 123% operating deficit.

Mission

TO SUSTAIN THE FUTURE OF MEDICINE IN MONTANA BY PROMOTING AND SUPPORTING PROGRAMS THAT SUPPORT MEDICAL EDUCATION, PHYSICAL HEALTH, AND EXCELLENCE IN PRACTICE.

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Trantor Score

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

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

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $60,087

Program Service Revenue $0

Investment Income $3,019

Other Revenue $0

TOTAL REVENUE $63,106

Expense Breakdown

Grants Paid $29,842

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $140,698

Other Expenses $110,906

TOTAL EXPENSES $140,748

Year-over-Year Comparison

	2024	2023	Change
Revenue	$63,106	$151,050	-0.6%
Expenses	$140,748	$177,791	-0.2%
Net Income	$-77,642	$-26,741	+1.9%

Key Indicators

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

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Financial Health Indicators

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

Financial Distress Indicator

Liquidity & Cash Position

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

Governance

Voting Members

Independent Members

Employees

N/A

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

$221,725

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JEAN BRANSCUM	CAO	6.00	Officer	$0	$23,381	$221,725
WILLIAM GALLEA	President	1.00	Officer Director	$0	$0	$0
MARC MENTEL	Member	1.00	Director	$0	$0	$0
NICOLE CLARK	Vice President	1.00	Officer Director	$0	$0	$0
SARAH MORGAN	Treasurer	1.00	Officer Director	$0	$0	$0
ROMAN HENDRICKSON	Member	1.00	Director	$0	$0	$0
CARLEY ROBERTSON	Member	1.00	Director	$0	$0	$0
WENDY TERESE GRACE	Member	1.00	Director	$0	$0	$0
JILL ALLESSI	Member	1.00	Director	$0	$0	$0
ERNEST GRAY	Member	1.00	Director	$0	$0	$0

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	$63,106	$140,748	$72,513	$-77,642
2023	$151,050	$177,791	$208,975	$-26,741
2022	$235,588	$222,937	$234,926	$12,651
2021	$301,727	$581,480	$223,781	$-279,753
2020	$333,202	$583,891	$503,531	$-250,689
2019	$620,715	$199,983	$769,846	$420,732
2018	$238,656	$157,198	$339,859	$81,458

MONTANA MEDICAL ASSOCIATION FOUNDATION