MONTANA MEDICAL ASSOCIATION (EIN 810215638) - 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

1951

Legal Domicile

Principal Officer

JEAN BRANSCUM

Phone

4064434000

Tax Period

2024-01-01 to 2024-12-31

MONTANA MEDICAL ASSOCIATION, founded in 1951, is a community nonprofit that reported $1.2M in total revenue in fiscal year 2024. Revenue decreased 12% compared to the prior year.

Mission

TO SERVE ITS MEMBERS AS AN ADVOCATE FOR THE MEDICAL PROFESSION, QUALITY PATIENT CARE AND THE HEALTH OF ALL MONTANA CITIZENS.

🔒

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 (2024)

Revenue Breakdown

Contributions & Grants $508,145

Program Service Revenue $484,602

Investment Income $25,995

Other Revenue $209,197

TOTAL REVENUE $1,227,939

Expense Breakdown

Grants Paid $0

Salaries & Benefits $796,950

Fundraising Expenses $0

Program Expenses $668,272

Other Expenses $477,007

TOTAL EXPENSES $1,273,957

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,227,939	$1,389,211	-0.1%
Expenses	$1,273,957	$1,422,212	-0.1%
Net Income	$-46,018	$-33,001	+0.4%

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

$221,725

Total Directors

$221,725

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JEAN BRANSCUM	CEO	40.00	Officer Director	$198,344	$23,381	$221,725
Michelle M Lizotte MD	Trustee	1.00	Director	$0	$0	$0
WILLIAM C ANDERSON MD	Trustee	1.00	Director	$0	$0	$0
Carley C Robertson MD	Trustee	1.00	Director	$0	$0	$0
Heather J Zaluski MD MA	Trustee	1.00	Director	$0	$0	$0
JONATHAN LEE BINGHAM MD	Member at Large	1.00	Director	$0	$0	$0
SERENA Z BREWER DO	Trustee	1.00	Director	$0	$0	$0
NICOLE C CLARK MD	Delegate to AMA	1.00	Officer Director	$0	$0	$0
SAMANTHA Y CLARK MD	Trustee	1.00	Director	$0	$0	$0
JASON A COHEN MD	Secretary	1.00	Officer Director	$0	$0	$0
MICHAEL C DICELLO MD	Trustee	1.00	Director	$0	$0	$0
WILLIAM S GALLEA MD	Trustee	1.00	Director	$0	$0	$0
ERNEST J GRAY MD	President	1.00	Officer Director	$0	$0	$0
DONALD A GREWELL DO	Trustee	1.00	Director	$0	$0	$0
KEVIN ARTHUR HARADA MD	Trustee	1.00	Director	$0	$0	$0
ALEXIS HARRISON MD MS	Trustee	1.00	Director	$0	$0	$0
CARA J HARROP MD	Treasurer	1.00	Officer Director	$0	$0	$0
THOMAS R HOFFMAN MD	Trustee	1.00	Director	$0	$0	$0
AMY LEPAGE MD	Trustee	1.00	Director	$0	$0	$0
JACQUELINE R LINTON MD	Trustee	1.00	Director	$0	$0	$0
ANNA S LOGE MD	Member at Large	1.00	Director	$0	$0	$0
CARL D LUEM MD	Trustee	1.00	Director	$0	$0	$0
MELCHISEDEK L MARGARIS MD	Trustee	1.00	Director	$0	$0	$0
MARC C MENTEL DO	Trustee	1.00	Director	$0	$0	$0
LEAH ANN MILLER MD	Trustee	1.00	Director	$0	$0	$0
SARAH F MORGAN MD	Imm Past Pres	1.00	Officer Director	$0	$0	$0
DIANE P NOWAK MD	Trustee	1.00	Director	$0	$0	$0
CRISTEN E OLDS MD	Trustee	1.00	Director	$0	$0	$0
MARK F OZOG MD	Trustee	1.00	Director	$0	$0	$0
DAVID J PARK DO	Trustee	1.00	Director	$0	$0	$0
KAREN PERSER MD	Trustee	1.00	Director	$0	$0	$0
EDWARD L PIERCE MD	Trustee	1.00	Director	$0	$0	$0
RICHARD E POPWELL JR MD	Trustee	1.00	Director	$0	$0	$0
JAMES H QUIRK JR MD	Trustee	1.00	Director	$0	$0	$0
TANYA N RIDDLE MD	Trustee	1.00	Director	$0	$0	$0
J BRUCE ROBERTSON MD	Trustee	1.00	Director	$0	$0	$0
ELAINE S SAMUEL MD	Trustee	1.00	Director	$0	$0	$0
SHAE E SAUNDERS MD	Trustee	1.00	Director	$0	$0	$0
ROBERT G SISE MD MBS MPH	Trustee	1.00	Director	$0	$0	$0
MICHAEL H SPINELLI MD	Trustee	1.00	Director	$0	$0	$0
GABRIELLE SPURZEM	Med Student Rep	1.00	Director	$0	$0	$0
JAY D TAYLOR MD	Trustee	1.00	Director	$0	$0	$0
MICHAEL P TEMPORAL MD	AMA Alternate	1.00	Officer Director	$0	$0	$0
TYLER J THORSON MD	AMA YPS Delegat	1.00	Officer Director	$0	$0	$0
CATHERINE M WHITE MD	Member at Large	1.00	Director	$0	$0	$0
LAUREN S WILSON MD	Trustee	1.00	Director	$0	$0	$0
SHAWNA M YATES DO	Vice President	1.00	Officer 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	$1,227,939	$1,273,957	$1,584,845	$-46,018
2023	$1,389,211	$1,422,212	$1,608,383	$-33,001
2022	$1,340,674	$1,469,897	$1,616,158	$-129,223
2021	$1,521,862	$1,163,606	$1,822,868	$358,256
2020	$2,005,261	$1,618,257	$1,559,950	$387,004
2019	$1,794,042	$1,578,096	$1,238,988	$215,946
2018	$1,180,583	$1,197,071	$833,853	$-16,488

MONTANA MEDICAL ASSOCIATION