MONTANA PRIMARY CARE ASSOCIATION INC (EIN 810454697) - 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

1987

Legal Domicile

Principal Officer

CINDY STERGAR

Phone

4064372021

Tax Period

2024-04-01 to 2025-03-31

MONTANA PRIMARY CARE ASSOCIATION INC, founded in 1987, is a community nonprofit that reported $4.8M in total revenue in fiscal year 2024.

Mission

TO PROMOTE INTEGRATED PRIMARY HEALTHCARE TO ACHIEVE HEALTH AND WELL-BEING FOR MONTANA'S MOST VULNERABLE POPULATIONS.

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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 $3,491,862

Program Service Revenue $1,347,312

Investment Income $8,425

Other Revenue $0

TOTAL REVENUE $4,847,599

Expense Breakdown

Grants Paid $0

Salaries & Benefits $2,286,424

Fundraising Expenses $0

Other Expenses $2,497,944

TOTAL EXPENSES $4,784,368

Year-over-Year Comparison

	2024	2023	Change
Revenue	$4,847,599	$4,904,286	0.0%
Expenses	$4,784,368	$4,855,362	0.0%
Net Income	$63,231	$48,924	+0.3%

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

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

$186,540

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
WILLIAM PRESTON	MEMBER	1.00	Director	$0	$0	$0
MARIA CLEMONS	PAST CHAIR	1.00	Officer Director	$0	$0	$0
KYNDRA HALL	CHAIR	1.00	Officer Director	$0	$0	$0
VICKI THUESEN	MEMBER	1.00	Director	$0	$0	$0
RYAN WETZEL	MEMBER	1.00	Director	$0	$0	$0
LEONARD SMITH	MEMBER	1.00	Director	$0	$0	$0
TINA RANDALL	MEMBER	1.00	Director	$0	$0	$0
BETSY SEGLEM	MEMBER	1.00	Director	$0	$0	$0
MARY STERHAN	MEMBER	1.00	Director	$0	$0	$0
TODD WILSON	SECRETARY	1.00	Officer Director	$0	$0	$0
RACHEL ARTHUR	MEMBER	1.00	Director	$0	$0	$0
JAMIE BROWNELL	MEMBER	1.00	Director	$0	$0	$0
DAVID MARK	MEMBER	1.00	Director	$0	$0	$0
LARA SALAZAR	MEMBER	1.00	Director	$0	$0	$0
RICHARD MILTENBERGER	MEMBER	1.00	Director	$0	$0	$0
JON FORTE	CHAIR ELECT	1.00	Officer Director	$0	$0	$0
PATRICK PEER	MEMBER	1.00	Director	$0	$0	$0
TAMMY COX	TREASURER	1.00	Officer Director	$0	$0	$0
CAROL TOWNSEND	MEMBER-LEFT DEC 2024	1.00	Director	$0	$0	$0
CHERITH SMITH	MEMBER-LEFT NOV 2024	1.00	Director	$0	$0	$0
DANA KINGFISHER	MEMBER-LEFT NOV 2024	1.00	Director	$0	$0	$0
JUSTIN MURGEL	MEMBER-LEFT DEC 2024	1.00	Director	$0	$0	$0
KELLY DUNCAN	MEMBER-LEFT OCT 2024	1.00	Director	$0	$0	$0
CINDY STERGAR	CHIEF EXECUTIVE OFFICER	40.00	Officer	$170,124	$16,416	$186,540
LESLIE SOUTHWORTH	DIRECTOR OF MT HEALTH PLUS	40.00	Highest	$127,528	$14,248	$141,776
TARA CALLAGHAN	DIRECTOR OF OPERATIONS	40.00	Highest	$112,873	$13,715	$126,588
ANNA SMITH	DIRECTOR OF WORKFORCE	40.00	Highest	$109,631	$13,548	$123,179
TONI DREW	CLINICAL INFORMATICS MANAGER	40.00	Highest	$112,853	$6,032	$118,885
BREANN STRECK	SR. HCCN PROJECT COORDINATOR	40.00	Highest	$107,369	$5,209	$112,578

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
2025	$4,847,599	$4,784,368	$1,468,770	$63,231
2024	$4,904,286	$4,855,362	$1,506,373	$48,924
2023	$5,447,395	$5,411,645	$1,334,787	$35,750
2022	$9,330,729	$9,328,357	$1,972,577	$2,372
2021	$9,008,484	$9,108,257	$2,725,846	$-99,773
2020	$3,402,129	$3,090,008	$1,317,601	$312,121
2019	$2,244,121	$2,282,183	$1,228,876	$-38,062

MONTANA PRIMARY CARE ASSOCIATION INC