Totals
- Total revenue
- $1,227,939
- Total expenses
- $1,273,957
- Contributions and grants received
- $508,145
- Grants paid
- $0
- Program service revenue
- $484,602
- Investment income
- $25,995
- Other revenue
- $209,197
- Total assets, end of year
- $1,584,845
- Total liabilities, end of year
- $284,033
- Net assets or fund balances, end of year
- $1,300,812
- Program services expenses (Part IX)
- $858,237
- Management and general expenses
- $415,720
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $668,272
Program services were 67.4% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Line items
Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.
Revenue
Part VIII, the statement of revenue.
-
1b · Membership dues
$338,345
-
1d · Related organizations
$127,800
-
1f · All other contributions, gifts and grants
$42,000
-
2a · Program service revenue: Geo Med Society Fee
total $1,726 · related or exempt $1,726
-
2b · Program service revenue: Other Administrative Fund
total $41,522 · related or exempt $41,522
-
2c · Program service revenue: Panel Administration
total $411,354 · related or exempt $411,354
-
2d · Program service revenue: Simulation in Motion
total $30,000 · related or exempt $30,000
-
3 · Investment income
total $25,995 · excluded $25,995
-
4 · Income from investment of tax-exempt bond proceeds
total $0
-
5 · Royalties
total $0
-
6a · Gross rents
real property $49,425
-
6c · Rental income or loss
real property $49,425
-
6d · Net rental income or loss
total $49,425 · excluded $49,425
-
7d · Net gain or loss
total $0
-
8c · Net income from fundraising events
total $0
-
9c · Net income from gaming
total $0
-
10c · Net income from sales of inventory
total $0
-
11a · Other revenue: Commissions
total $20,429 · related or exempt $20,429
-
11b · Other revenue: Education and Training
total $63,333 · related or exempt $63,333
-
11c · Other revenue: Meetings
total $56,134 · related or exempt $56,134
-
11d · All other revenue
total $19,876 · related or exempt $19,876
-
11e · Other revenue, total
$159,772
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $0
-
2 · Grants to domestic individuals
total $0
-
3 · Grants to foreign organizations and individuals
total $0
-
4 · Benefits paid to or for members
total $0
-
5 · Compensation of officers, directors and key employees
total $198,344 · program services $141,705 · management and general $56,639
-
6 · Compensation of disqualified persons
total $0
-
7 · Other salaries and wages
total $462,698 · program services $330,571 · management and general $132,127
-
8 · Pension plan contributions
total $50,058 · program services $35,764 · management and general $14,294
-
9 · Other employee benefits
total $37,810 · program services $27,013 · management and general $10,797
-
10 · Payroll taxes
total $48,040 · program services $35,007 · management and general $13,033
-
11a · Fees: management
total $0
-
11b · Fees: legal
total $37,019 · program services $24,161 · management and general $12,858
-
11c · Fees: accounting
total $19,699 · program services $12,857 · management and general $6,842
-
11d · Fees: lobbying
total $36,253 · program services $36,253
-
11e · Fees: professional fundraising services
total $0
-
11f · Fees: investment management
total $6,936 · program services $6,936
-
11g · Fees: other
total $0
-
12 · Advertising and promotion
total $2,020 · program services $2,020
-
13 · Office expenses
total $46,210 · program services $830 · management and general $45,380
-
14 · Information technology
total $12,981 · program services $730 · management and general $12,251
-
15 · Royalties
total $0
-
16 · Occupancy
total $0
-
17 · Travel
total $30,991 · program services $29,572 · management and general $1,419
-
18 · Travel or entertainment for public officials
total $0
-
19 · Conferences, conventions and meetings
total $28,465 · program services $28,465
-
20 · Interest
total $0
-
21 · Payments to affiliates
total $0
-
22 · Depreciation, depletion and amortization
total $10,118 · management and general $10,118
-
23 · Insurance
total $18,369 · management and general $18,369
-
24a · Other expenses: TRAINING
total $59,648 · program services $59,648
-
24b · Other expenses: DUES & SUBSCRIPTIONS
total $45,173 · program services $14,731 · management and general $30,442
-
24c · Other expenses: Physician Leadership
total $33,998 · program services $33,998
-
24d · Other expenses: PROPERTY TAXES
total $21,850 · management and general $21,850
-
24e · All other expenses
total $67,277 · program services $37,976 · management and general $29,301
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $696,911 · end of year $580,133
-
2 · Savings and temporary cash investments
beginning of year $144,365 · end of year $256,304
-
3 · Pledges and grants receivable
end of year $0
-
4 · Accounts receivable
beginning of year $23,869 · end of year $25,795
-
5 · Loans and receivables from officers and key people
end of year $0
-
6 · Loans and receivables from disqualified persons
end of year $0
-
7 · Other notes and loans receivable
end of year $0
-
8 · Inventories for sale or use
end of year $0
-
9 · Prepaid expenses and deferred charges
beginning of year $6,894 · end of year $6,261
-
10a · Land, buildings and equipment: cost or other basis
$937,268
-
10b · Land, buildings and equipment: accumulated depreciation
$722,923
-
10c · Land, buildings and equipment, net
beginning of year $224,463 · end of year $214,345
-
11 · Investments: publicly traded securities
end of year $0
-
12 · Investments: other securities
beginning of year $511,843 · end of year $502,007
-
13 · Investments: program-related
end of year $0
-
14 · Intangible assets
end of year $0
-
15 · Other assets
beginning of year $38 · end of year $0
-
17 · Accounts payable and accrued expenses
beginning of year $112,941 · end of year $114,133
-
19 · Deferred revenue
beginning of year $183,720 · end of year $166,000
-
25 · Other liabilities
beginning of year $4,210 · end of year $3,900
-
27 · Net assets without donor restrictions
beginning of year $1,058,402 · end of year $1,044,509
-
28 · Net assets with donor restrictions
beginning of year $249,110 · end of year $256,303
Mission and programs · 2024
Mission
TO SERVE ITS MEMBERS AS AN ADVOCATE FOR THE MEDICAL PROFESSION, QUALITY PATIENT CARE AND THE HEALTH OF ALL MONTANA CITIZENS.
-
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.
Expenses $668,272 · Revenue $645,896
As filed on the 2024 return.
Listed in Part VII
-
Jean BranscumJEAN BRANSCUM
CEO
- Total calculated
- $221,725
- From this org
- $198,344
- From related orgs
- $0
- Other
- $23,381
- Hours/week
- 40 + 6 related
Schedule J breakdown matched by us
- Base
- $198,344
- Bonus
- not reported
- Other
- not reported
- Deferred
- not reported
- Nontaxable benefits
- $23,381
- Filer's total
- $221,725
-
Michelle M Lizotte MD
Trustee
- Total calculated
- $0
- Hours/week
- 1
-
William C Anderson MDWILLIAM C ANDERSON MD
Trustee
- Total calculated
- $0
- Hours/week
- 1
-
Carley C Robertson MD
Trustee
- Total calculated
- $0
- Hours/week
- 1
-
Heather J Zaluski MD MA
Trustee
- Total calculated
- $0
- Hours/week
- 1
-
Jonathan Lee Bingham MDJONATHAN LEE BINGHAM MD
Member at Large
- Total calculated
- $0
- Hours/week
- 1
-
Serena Z Brewer DoSERENA Z BREWER DO
Trustee
- Total calculated
- $0
- Hours/week
- 1
-
Nicole C Clark MDNICOLE C CLARK MD
Delegate to AMA
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
Samantha Y Clark MDSAMANTHA Y CLARK MD
Trustee
- Total calculated
- $0
- Hours/week
- 1
-
Jason A Cohen MDJASON A COHEN MD
Secretary
- Total calculated
- $0
- Hours/week
- 1
-
Michael C Dicello MDMICHAEL C DICELLO MD
Trustee
- Total calculated
- $0
- Hours/week
- 1
-
William S Gallea MDWILLIAM S GALLEA MD
Trustee
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
Ernest J Gray MDERNEST J GRAY MD
President
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
Donald A Grewell DoDONALD A GREWELL DO
Trustee
- Total calculated
- $0
- Hours/week
- 1
-
Kevin Arthur Harada MDKEVIN ARTHUR HARADA MD
Trustee
- Total calculated
- $0
- Hours/week
- 1
-
Alexis Harrison MD MsALEXIS HARRISON MD MS
Trustee
- Total calculated
- $0
- Hours/week
- 1
-
Cara J Harrop MDCARA J HARROP MD
Treasurer
- Total calculated
- $0
- Hours/week
- 1
-
Thomas R Hoffman MDTHOMAS R HOFFMAN MD
Trustee
- Total calculated
- $0
- Hours/week
- 1
-
Amy Lepage MDAMY LEPAGE MD
Trustee
- Total calculated
- $0
- Hours/week
- 1
-
Jacqueline R Linton MDJACQUELINE R LINTON MD
Trustee
- Total calculated
- $0
- Hours/week
- 1
-
Anna S Loge MDANNA S LOGE MD
Member at Large
- Total calculated
- $0
- Hours/week
- 1
-
Carl D Luem MDCARL D LUEM MD
Trustee
- Total calculated
- $0
- Hours/week
- 1
-
Melchisedek L Margaris MDMELCHISEDEK L MARGARIS MD
Trustee
- Total calculated
- $0
- Hours/week
- 1
-
Marc C Mentel DoMARC C MENTEL DO
Trustee
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
Leah Ann Miller MDLEAH ANN MILLER MD
Trustee
- Total calculated
- $0
- Hours/week
- 1
-
Sarah F Morgan MDSARAH F MORGAN MD
Imm Past Pres
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
Diane P Nowak MDDIANE P NOWAK MD
Trustee
- Total calculated
- $0
- Hours/week
- 1
-
Cristen E Olds MDCRISTEN E OLDS MD
Trustee
- Total calculated
- $0
- Hours/week
- 1
-
Mark F Ozog MDMARK F OZOG MD
Trustee
- Total calculated
- $0
- Hours/week
- 1
-
David J Park DoDAVID J PARK DO
Trustee
- Total calculated
- $0
- Hours/week
- 1
-
Karen Perser MDKAREN PERSER MD
Trustee
- Total calculated
- $0
- Hours/week
- 1
-
Edward L Pierce MDEDWARD L PIERCE MD
Trustee
- Total calculated
- $0
- Hours/week
- 1
-
Richard E Popwell Jr MDRICHARD E POPWELL JR MD
Trustee
- Total calculated
- $0
- Hours/week
- 1
-
James H Quirk Jr MDJAMES H QUIRK JR MD
Trustee
- Total calculated
- $0
- Hours/week
- 1
-
Tanya N Riddle MDTANYA N RIDDLE MD
Trustee
- Total calculated
- $0
- Hours/week
- 1
-
J Bruce Robertson MDJ BRUCE ROBERTSON MD
Trustee
- Total calculated
- $0
- Hours/week
- 1
-
Elaine S Samuel MDELAINE S SAMUEL MD
Trustee
- Total calculated
- $0
- Hours/week
- 1
-
Shae E Saunders MDSHAE E SAUNDERS MD
Trustee
- Total calculated
- $0
- Hours/week
- 1
-
Robert G Sise MD Mbs MPHROBERT G SISE MD MBS MPH
Trustee
- Total calculated
- $0
- Hours/week
- 1
-
Michael H Spinelli MDMICHAEL H SPINELLI MD
Trustee
- Total calculated
- $0
- Hours/week
- 1
-
Gabrielle SpurzemGABRIELLE SPURZEM
Med Student Rep
- Total calculated
- $0
- Hours/week
- 1
-
Jay D Taylor MDJAY D TAYLOR MD
Trustee
- Total calculated
- $0
- Hours/week
- 1
-
Michael P Temporal MDMICHAEL P TEMPORAL MD
AMA Alternate
- Total calculated
- $0
- Hours/week
- 1
-
Tyler J Thorson MDTYLER J THORSON MD
AMA YPS Delegat
- Total calculated
- $0
- Hours/week
- 1
-
Catherine M White MDCATHERINE M WHITE MD
Member at Large
- Total calculated
- $0
- Hours/week
- 1
-
Lauren S Wilson MDLAUREN S WILSON MD
Trustee
- Total calculated
- $0
- Hours/week
- 1
-
Shawna M Yates DoSHAWNA M YATES DO
Vice President
- Total calculated
- $0
- Hours/week
- 1
Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.
Schedule J
Answered yes
- 3 · Written employment contract
- 3 · Compensation survey or study
- 3 · Approval by the board or compensation committee
Answered no
- 4a · Severance or change-of-control payment
- 4b · Supplemental nonqualified retirement plan
- 4c · Equity-based compensation arrangement
Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.
Grants on this return
No itemized grants to organizations on this return.
Related organizations on this return
Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.
-
MONTANA MEDICAL ASSOCIATION FOUNDATION
501(c)(3) · TO SUPPORT THE ACTIVITIES OF THE MMA · MT
Provenance
- Return type
- form_990
- Tax year
- 2024
- Filed
- 7 October 2025
- IRS schema version
- 2024v5.2
- Source object
- 202512809349300031
Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.
The source document this was parsed from is served over the API, which is where bulk and document access live.