Civic Intelligence

Montana Medical Association Foundation

EIN 46-3696068 • 501(c)3 • Helena, MT

Profile

To sustain the future of medicine in montana by promoting and supporting programs that support medical education, physical health, and excellence in practice.

2021 11th Ave Ste 1Helena, MT 59601

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

60th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

62nd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • <$500k nonprofits • Source year 2024

Net Margin

9th percentile

-123%

Higher net margin than 9% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

99th percentile

$221,725

Higher top officer pay than 99% of similar nonprofits.

Top officer pay equals 351.4% of source-year revenue.

501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

16th percentile

-65%

Faster asset growth than 16% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

15th percentile

-58%

Faster revenue growth than 15% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Assets

Down

$72,513

Down $136,462 (-65%) from 2023

Liabilities

Down

$0

Down $790 (-100%) from 2023

Net Assets

Down

$72,513

Down $135,672 (-65%) from 2023

Revenue

Down

$63,106

Down $87,944 (-58%) from 2023

Expenses

Down

$140,748

Down $37,043 (-21%) from 2023

Net Income

Down

-$77,642

Down $50,901 (-190%) from 2023

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$800K$600K$400K$200K$0Assets 2013: $200Liabilities 2013: $02013Assets 2014: $76,703Liabilities 2014: $0Net Assets 2014: $76,7032014Assets 2015: $274,726Liabilities 2015: $25,000Net Assets 2015: $249,7262015Assets 2016: $247,687Liabilities 2016: $0Net Assets 2016: $247,6872016Assets 2017: $250,527Liabilities 2017: $0Net Assets 2017: $250,5272017Assets 2018: $339,859Liabilities 2018: $7,874Net Assets 2018: $331,9852018Assets 2019: $769,846Liabilities 2019: $17,129Net Assets 2019: $752,7172019Assets 2020: $503,531Liabilities 2020: $1,503Net Assets 2020: $502,0282020Assets 2021: $223,781Liabilities 2021: $1,506Net Assets 2021: $222,2752021Assets 2022: $234,926Liabilities 2022: $0Net Assets 2022: $234,9262022Assets 2023: $208,975Liabilities 2023: $790Net Assets 2023: $208,1852023Assets 2024: $72,513Liabilities 2024: $0Net Assets 2024: $72,5132024

Highlighted filing

2024

Assets$72,513
Liabilities$0
Net Assets$72,513

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$1.0M$500K$0-$500KRevenue 2013: $200Expenses 2013: $0Net Income 2013: $2002013Revenue 2014: $76,503Expenses 2014: $0Net Income 2014: $76,5032014Revenue 2015: $275,444Expenses 2015: $102,421Net Income 2015: $173,0232015Revenue 2016: $115,391Expenses 2016: $117,430Net Income 2016: -$2,0392016Revenue 2017: $167,851Expenses 2017: $165,011Net Income 2017: $2,8402017Revenue 2018: $238,656Expenses 2018: $157,198Net Income 2018: $81,4582018Revenue 2019: $620,715Expenses 2019: $199,983Net Income 2019: $420,7322019Revenue 2020: $333,202Expenses 2020: $583,891Net Income 2020: -$250,6892020Revenue 2021: $301,727Expenses 2021: $581,480Net Income 2021: -$279,7532021Revenue 2022: $235,588Expenses 2022: $222,937Net Income 2022: $12,6512022Revenue 2023: $151,050Expenses 2023: $177,791Net Income 2023: -$26,7412023Revenue 2024: $63,106Expenses 2024: $140,748Net Income 2024: -$77,6422024

Highlighted filing

2024

Revenue$63,106
Expenses$140,748
Net Income-$77,642

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Oct 7, 2025
Return Version
2024v5.2
Gross Receipts
$63,106
Mission and Program Overview

Mission

To sustain the future of medicine in Montana by promoting and supporting programs that support medical education, physical health, and excellence in practice.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$141,160$69,608▼ $71,552
Savings and Temporary Cash Investments$55,010$0▼ $55,010
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$208,975$72,513▼ $136,462
Other Assets Total$12,805$2,905▼ $9,900
Liabilities
Accounts Payable and Accrued Expenses$790--
Total Liabilities$790$0▼ $790
Net Assets / Fund Balance
Net Assets With Donor Restrictions$134,794$63,254▼ $71,540
Net Assets Without Donor Restrictions$73,391$9,259▼ $64,132
Total Net Assets Fund Balance$208,185$72,513▼ $135,672
Total Liabilities and Net Assets / Fund Balance$208,975$72,513▼ $136,462
Compensation and Service Providers

Board Members and Trustees

Revenue and Support

Revenue Composition

Contributions and Grants
$60,087
Program Service Revenue
$0
Investment Income
$3,019
Other Revenue
$0
All Other Contributions
$60,087
Change in Net Assets
$-77,642
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$110,906
Grants and Similar Amounts Paid$29,842
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Management$110,000--$110,000
Grants to Domestic Orgs$27,842--$27,842
Grants to Domestic Individuals$2,000--$2,000
Insurance$74--$74
Other Expenses$782$50-$50
Total Functional Expenses$140,698$50$0$140,748
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Montana Medical AssociationHelena, MT501(c)(6)Resources,funding, and Leadership$25,842
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

The return will be reviewed by the board of trustees before being filed.

Form 990, Part VI, Section B, Line 12C

The foundation monitors conflicts at least annually.

Form 990, Part VI, Section B, Line 15A

The executive committee regularly review the chief administrative officer's performance and determines the salary for the position and any bonuses and/or increases in pay. They look at the pay of comparable positions at other medical associations in surrounding states.

Form 990, Part VI, Section C, Line 19

The organization makes its governing documents and financial statements available upon request.

Filing and Contact Details

Filer

Filer Name
Montana Medical Association Foundation
EIN
46-3696068
Phone
4064434000
Address
2021 11TH AVE STE 1, HELENA, MT 59601

Signing Officer

Name
Jean Branscum
Title
CAO
Signed
2025-10-07
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jean Branscum
Formed
2013
Legal Domicile
Mt
Voting Board Members
9
Independent Board Members
9
Employees
0
Volunteers
9

Preparer

Firm
Linked Accounting LLP
Address
612 N Kays Dr Ste 150, Kaysville, UT 84037
Preparer
Brian E Van Camp CPA Mtax
Phone
3852622310
Supplemental Narrative

Additional Explanations

Form 990, Part XI, Line 9

Interest Income = -$3020

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IRS990/PYContributionsGrantsAmt0151040
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt066251
IRS990/PYInvestmentIncomeAmt010
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0111540
IRS990/PYRevenuesLessExpensesAmt0-26741
IRS990/PYTotalExpensesAmt0177791
IRS990/PYTotalRevenueAmt0151050
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0-77642
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt046250
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt055010
IRS990/SavingsAndTempCashInvstGrp/EOYAmt00
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearAmt05000
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt05000
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt060087
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0151040
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0235588
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0301727
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0333202
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt01081644
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt03019
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt010
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt03029
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt00
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt03019
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt010
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt03029
IRS990ScheduleA/InvestmentIncomeCYPct00.00280
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99260
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt01076644
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearAmt05000
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt05000
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt060087
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0151040
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0235588
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0301727
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0333202
IRS990ScheduleA/Total509Grp/TotalAmt01081644
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt063106
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0151050
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0235588
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0301727
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0333202
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt01084673
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleI/GrantRecordsMaintainedInd0false
IRS990ScheduleI/RecipientTable/CashGrantAmt025842
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(c)(6)
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt00
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0RESOURCES,FUNDING, AND LEADERSHIP
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0Montana Medical Association
IRS990ScheduleI/RecipientTable/RecipientEIN0810215638
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt02021 11TH AVE STE 1
IRS990ScheduleI/RecipientTable/USAddress/CityNm0Helena
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0MT
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd059601
IRS990ScheduleI/Total501c3OrgCnt00
IRS990ScheduleI/TotalOtherOrgCnt01
IRS990ScheduleJ/AnyNonFixedPaymentsInd0false
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd0false
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd0false
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd0false
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd0false
IRS990ScheduleJ/EquityBasedCompArrngmInd0false
IRS990ScheduleJ/InitialContractExceptionInd0false
IRS990/ScheduleJRequiredInd0true
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt0198344
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt023381
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0JEAN BRANSCUM
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0CAO
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt0221725
IRS990ScheduleJ/SeverancePaymentInd0false
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE RETURN WILL BE REVIEWED BY THE BOARD OF TRUSTEES BEFORE BEING FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE FOUNDATION MONITORS CONFLICTS AT LEAST ANNUALLY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE EXECUTIVE COMMITTEE REGULARLY REVIEW THE CHIEF ADMINISTRATIVE OFFICER'S PERFORMANCE AND DETERMINES THE SALARY FOR THE POSITION AND ANY BONUSES AND/OR INCREASES IN PAY. THEY LOOK AT THE PAY OF COMPARABLE POSITIONS AT OTHER MEDICAL ASSOCIATIONS IN SURROUNDING STATES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Interest Income = -$3020
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section B, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section B, Line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section B, Line 15a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Section C, Line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part XI, Line 9
IRS990ScheduleR/AssetExchangeInd0false
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0false
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0true
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0Montana Medical Association
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0810215638
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(c)(6)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0MT
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0Advocate the medical profession, quality
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt02001 Eleventh Avenue
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0Helena
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0MT
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd059601
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd0false
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd0false
IRS990ScheduleR/PaidEmployeesSharingInd0false
IRS990ScheduleR/PerformOfServicesByOtherOrgInd0false
IRS990ScheduleR/PerformOfServicesForOthOrgInd0false
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd0false
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd0false

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