Skip to content
Nonprofiteer
← MONTANA PEDIATRICS

Form 990 for tax year 2022

Filed by MONTANA PEDIATRICS.

Totals

Total revenue
$1,653,469
Total expenses
$1,030,024
Contributions and grants received
$1,126,219
Grants paid
$11,552
Program service revenue
$527,250
Investment income
$0
Other revenue
$0
Total assets, end of year
$2,519,259
Total liabilities, end of year
$1,154,826
Net assets or fund balances, end of year
$1,364,433
Program services expenses (Part IX)
$814,820
Management and general expenses
$191,006
Fundraising expenses
$24,198
Program service expenses (Part III)
$814,820

Program services were 79.1% 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.

  • 1e · Government grants (contributions)

    $32,944

  • 1f · All other contributions, gifts and grants

    $1,093,275

  • 2a · Program service revenue: FORT PECK TRIBES

    total $516,723 · related or exempt $516,723

  • 2b · Program service revenue: AFTER-HOURS PEDIATRIC

    total $10,527 · related or exempt $10,527

Functional expenses

Part IX, the statement of functional expenses.

  • 2 · Grants to domestic individuals

    total $11,552 · program services $11,552

  • 7 · Other salaries and wages

    total $760,420 · program services $598,622 · management and general $137,758 · fundraising $24,040

  • 9 · Other employee benefits

    total $3,811 · program services $3,811

  • 10 · Payroll taxes

    total $30,210 · program services $30,210

  • 11a · Fees: management

    total $2,173 · management and general $2,173

  • 11g · Fees: other

    total $50,529 · program services $50,529

  • 12 · Advertising and promotion

    total $31,400 · program services $30,436 · management and general $902 · fundraising $62

  • 16 · Occupancy

    total $23,476 · management and general $23,476

  • 17 · Travel

    total $9,648 · program services $8,859 · management and general $789

  • 19 · Conferences, conventions and meetings

    total $8,860 · program services $8,125 · management and general $735

  • 20 · Interest

    total $177 · management and general $177

  • 22 · Depreciation, depletion and amortization

    total $40,743 · program services $40,743

  • 23 · Insurance

    total $15,896 · program services $6,965 · management and general $8,931

  • 24a · Other expenses: SUPPLIES

    total $38,800 · program services $24,231 · management and general $14,569

  • 24b · Other expenses: LICENSES

    total $2,329 · program services $737 · management and general $1,496 · fundraising $96

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $726,240 · end of year $1,419,631

  • 3 · Pledges and grants receivable

    beginning of year $136,426 · end of year $542,695

  • 9 · Prepaid expenses and deferred charges

    beginning of year $14,164 · end of year $37,958

  • 14 · Intangible assets

    beginning of year $558,517 · end of year $517,775

  • 15 · Other assets

    beginning of year $1,200 · end of year $1,200

  • 17 · Accounts payable and accrued expenses

    beginning of year $63,727 · end of year $53,935

  • 25 · Other liabilities

    beginning of year $631,832 · end of year $1,100,891

  • 27 · Net assets without donor restrictions

    beginning of year $665,988 · end of year $1,364,433

  • 28 · Net assets with donor restrictions

    beginning of year $75,000 · end of year $0

Mission and programs · 2022

Mission

WE ARE PHYSICIAN INNOVATORS WORKING TOGETHER TO IMPROVE ACCESS TO HIGH QUALITY PEDIATRIC CARE FOR FAMILIES AND TO CREATE OPPORTUNITIES FOR PHYSICIANS ACROSS MONTANA TO COLLABORATE. WE BELIEVE THAT TEAMWORK AND CLINICAL CARE CAN TRANSCEND OUR VAST GEOGRAPHY. WE ARE UNIFIED BY THE SHARED GOAL TO MAKE THE WORLD BETTER FOR EVERYONE WHO CARES FOR MONTANA'S CHILDREN.

Activities or mission (Part I)

INCREASING ACCESS TO PEDIATRIC HEALTHCARE AND HEALTH INFORMATION TO ACHIEVE GREATER HEALTH EQUITY FOR UNDERSERVED CHILDREN IN THE STATE OF MONTANA.

  • WE DEVELOP QUALITY, ACCESSIBLE, CULTURALLY INFORMED, AND TRIBALLY-LED SYSTEMS FOR PEDIATRIC HEALTHCARE DELIVERY ON THE FORT PECK RESERVATION BY OFFERING TELEHEALTH IN PARTNERSHIP WITH LOCAL NURSES AND CLINICIANS IN SIX SCHOOL-BASED HEALTH CENTERS. THIS SERVICE LINE HAS BEEN FORTUNATE TO RECEIVE FUNDING FROM MULTIPLE PRIVATE FOUNDATIONS TO SUPPORT AND EXPAND WORK WITH NATIVE AMERICAN POPULATIONS.

    Expenses $217,748 · Revenue $516,723

  • MONTANA PEDIATRICS ENSURES THAT THERE IS NEVER A TIME WHEN MONTANA FAMILIES ARE ALONE WITH A WORRY ABOUT THEIR CHILD'S HEALTH. WE EMBRACE COLLABORATION AND THE USE OF TECHNOLOGY TO OFFER AFTER-HOURS TELEMEDICINE VISITS WITH MONTANA PEDIATRICIANS WHO VALUE CONTINUITY OF CARE AND SUPPORTING THE MEDICAL HOME.

    Expenses $597,072 · Grants $11,552 · Revenue $10,527

As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Chelsea Bodnar

    CEO

    Total calculated
    $273,651
    From this org
    $0
    From related orgs
    $264,557
    Other
    $9,094
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $0 + $205,388 related
    Bonus
    $0 + $59,169 related
    Other
    $0
    Deferred
    $0 + $8,770 related
    Nontaxable benefits
    $0 + $324 related
    Filer's total
    $0 + $273,651 related

  • Craig Lambrecht

    BOARD CHAIR

    Total calculated
    $1,287,920
    From this org
    $0
    From related orgs
    $1,250,055
    Other
    $37,865
    Hours/week
    0.25 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $963,668 related
    Bonus
    $0 + $286,387 related
    Other
    $0
    Deferred
    $0 + $20,678 related
    Nontaxable benefits
    $0 + $17,187 related
    Filer's total
    $0 + $1,287,920 related

  • Courtney Paterson

    FOUNDING DIRECTOR

    Total calculated
    $378,732
    From this org
    $0
    From related orgs
    $351,038
    Other
    $27,694
    Hours/week
    0.5 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $304,288 related
    Bonus
    $0 + $46,750 related
    Other
    $0
    Deferred
    $0 + $12,319 related
    Nontaxable benefits
    $0 + $15,375 related
    Filer's total
    $0 + $378,732 related

  • Craig Aasved

    TREASURER

    Total calculated
    $0
    Hours/week
    0.25

  • Dorothy Dupree

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.25

  • April Malan

    DIRECTOR OF OPERATIONS

    Total calculated
    $152,852
    From this org
    $0
    From related orgs
    $128,911
    Other
    $23,941
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $0 + $116,425 related
    Bonus
    $0 + $12,486 related
    Other
    $0
    Deferred
    $0 + $7,344 related
    Nontaxable benefits
    $0 + $16,597 related
    Filer's total
    $0 + $152,852 related

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

  • 4b · Supplemental nonqualified retirement plan

Answered no

  • 4a · Severance or change-of-control payment
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

PART I, LINE 4B
CRAIG LAMBRECHT AND CHELSEA BODNAR PARTICIPATED IN A SECTION 457(F) DEFERRED COMPENSATION PLAN BUT RECEIVED NO PAYMENTS. A COMMITTEE APPOINTED BY THE BOARD OF TRUSTEES SELECTS THE PLAN'S PARTICIPANTS FROM A SELECT GROUP OF MANAGEMENT AND HIGHLY COMPENSATED EMPLOYEES. THE EMPLOYER WILL CONTRIBUTE TO THE PLAN BASED ON THE TERMS OF THE PARTICIPANT'S INCENTIVE COMPENSATION PLAN. THE FUNDS IN THE PARTICIPANT'S NON-RETIREMENT ACCOUNT ARE DISTRIBUTABLE IN THE THIRD YEAR AFTER THE PARTICIPANT PERFORMS THE SERVICES ATTRIBUTABLE TO THE DEFERRED COMPENSATION. THE PARTICIPANT CAN DEFER DISTRIBUTION. THE FUNDS IN THE PARTICIPANT'S RETIREMENT ACCOUNT ARE DISTRIBUTABLE WHEN THE PARTICIPANT SEPARATES FROM SERVICE. A PARTICIPANT'S NON-RETIREMENT ACCOUNT VESTS AT THE EARLIER OF THE PARTICIPANT'S DEATH, DISABILITY, OR ELECTED DISTRIBUTION DATE. A PARTICIPANT'S RETIREMENT ACCOUNT VESTS UPON THE COMPLETION OF FIVE YEARS OF SERVICE AS A SENIOR EXECUTIVE OR, IF EARLIER, THE PARTICIPANT'S DEATH OR DISABILITY. ANY AMOUNT CREDITED TO THE PARTICIPANT'S ACCOUNT IS TAXABLE ON THE VESTING DATE, REGARDLESS OF WHETHER THE AMOUNT DISTRIBUTABLE AT THAT TIME.

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.

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Related partnerships

Part III: related organizations taxable as a partnership, with the filer's share.

  • FLATHEAD HOSPITAL DEVELOPMENT COMPANY LLC

    N/A · COMMERCIAL BUILDING RENTAL · MT

Related corporations and trusts

Part IV: related organizations taxable as a corporation or trust.

  • APPLIED HEALTH SERVICES INC

    C · HEALTH RELATED · MT

Provenance

Return type
form_990
Tax year
2022
Filed
14 February 2024
IRS schema version
2022v5.0
Source object
202410469349302091

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.