MONTANA MEDICAL ASSOCIATION

EIN: 810215638

HELENA, MT

Total Revenue
$1,227,939
Total Expenses
$1,273,957
Total Assets
$1,584,845
Net Assets
$1,300,812
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1951
Legal Domicile
MT
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.

Program Service Accomplishments

Program 1
Expenses: $668,272 Revenue: $645,896

THE ASSOCIATION COLLECTS MEMBER DUES TO SUPPORT ITS ACTIVITIES OF PROMOTING THE ART AND SCIENCE OF MEDICINE AND PROTECTING THE HEALTH OF THE CITIZENS OF MONTANA.

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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%)

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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
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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

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Governance

Voting Members
46
Independent Members
46
Employees
13
Volunteers
48

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
9
$221,725
Total Directors
47
$221,725
Key Employees
0
$0
Highest Compensated
0
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
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