Civic Intelligence

Montana Primary Care Association Inc

EIN 81-0454697 • 501(c)6 • Helena, MT

View Organization Page

Profile

Mission: to promote integrated primary healthcare to achieve health and well-being for montana's most vulnerable populations.vision: health equity for all montanans.values: collaboration, integrity and innovation.

1805 Euclid AveHelena, MT 59601

www.mtpca.org

Siviq Scores

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

Liabilities / Assets

79th percentile

0.41x

Higher debt load relative to assets than 79% of similar nonprofits.

501(c)6 • $1M-$5M nonprofits • Source year 2025

Liabilities / Revenue

44th percentile

0.13x

Higher debt load relative to revenue than 44% of similar nonprofits.

501(c)6 • $1M-$5M nonprofits • Source year 2025

Net Margin

39th percentile

1.3%

Higher net margin than 39% of similar nonprofits.

501(c)6 • $1M-$5M nonprofits • Source year 2025

Top Officer Pay

66th percentile

$186,540

Higher top officer pay than 66% of similar nonprofits.

Top officer pay equals 3.8% of source-year revenue.

501(c)6 • $1M-$5M nonprofits • Source year 2025

Asset Growth

26th percentile

-2.5%

Faster asset growth than 26% of similar nonprofits.

501(c)6 • $1M-$5M nonprofits • Annualized from 2024 to 2025

Revenue Growth

30th percentile

-1.2%

Faster revenue growth than 30% of similar nonprofits.

501(c)6 • $1M-$5M nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets79th percentile

Assets

Down

$1,468,770

Down $37,603 (-2.5%) from 2024

Liabilities

Down

$607,552

Down $100,834 (-14%) from 2024

Net Assets

Up

$861,218

Up $63,231 (+7.9%) from 2024

Operations
Liabilities / Revenue44th percentileNet Margin39th percentile

Revenue

Down

$4,847,599

Down $56,687 (-1.2%) from 2024

Expenses

Down

$4,784,368

Down $70,994 (-1.5%) from 2024

Net Income

Up

$63,231

Up $14,307 (+29%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth26th percentile

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

$3.0M$2.0M$1.0M$0Assets 2010: $768,455Liabilities 2010: $507,713Net Assets 2010: $260,7422010Assets 2011: $771,449Liabilities 2011: $526,480Net Assets 2011: $244,9692011Assets 2012: $822,171Liabilities 2012: $532,941Net Assets 2012: $289,2302012Assets 2013: $850,652Liabilities 2013: $529,395Net Assets 2013: $321,2572013Assets 2014: $804,703Liabilities 2014: $477,031Net Assets 2014: $327,6722014Assets 2015: $956,085Liabilities 2015: $560,653Net Assets 2015: $395,4322015Assets 2016: $843,221Liabilities 2016: $424,476Net Assets 2016: $418,7452016Assets 2017: $963,560Liabilities 2017: $442,091Net Assets 2017: $521,4692017Assets 2018: $920,766Liabilities 2018: $384,111Net Assets 2018: $536,6552018Assets 2019: $1,228,876Liabilities 2019: $730,283Net Assets 2019: $498,5932019Assets 2020: $1,317,601Liabilities 2020: $506,887Net Assets 2020: $810,7142020Assets 2021: $2,725,846Liabilities 2021: $2,014,905Net Assets 2021: $710,9412021Assets 2022: $1,972,577Liabilities 2022: $1,259,264Net Assets 2022: $713,3132022Assets 2023: $1,334,787Liabilities 2023: $585,724Net Assets 2023: $749,0632023Assets 2024: $1,506,373Liabilities 2024: $708,386Net Assets 2024: $797,9872024Assets 2025: $1,468,770Liabilities 2025: $607,552Net Assets 2025: $861,2182025

Highlighted filing

2025

Assets$1,468,770
Liabilities$607,552
Net Assets$861,218
Open 2025 Filing

Operations Trend

Revenue Growth30th percentile

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

$10M$5.0M$0-$5.0MExpenses 2010: $1,086,1852010Expenses 2011: $1,005,9512011Revenue 2012: $947,840Expenses 2012: $903,579Net Income 2012: $44,2612012Expenses 2013: $1,190,4612013Revenue 2014: $1,482,692Expenses 2014: $1,476,276Net Income 2014: $6,4162014Revenue 2015: $1,946,351Expenses 2015: $1,878,592Net Income 2015: $67,7592015Revenue 2016: $1,904,006Expenses 2016: $1,880,693Net Income 2016: $23,3132016Revenue 2017: $2,068,418Expenses 2017: $1,965,694Net Income 2017: $102,7242017Revenue 2018: $2,224,744Expenses 2018: $2,209,558Net Income 2018: $15,1862018Revenue 2019: $2,244,121Expenses 2019: $2,282,183Net Income 2019: -$38,0622019Revenue 2020: $3,402,129Expenses 2020: $3,090,008Net Income 2020: $312,1212020Revenue 2021: $9,008,484Expenses 2021: $9,108,257Net Income 2021: -$99,7732021Revenue 2022: $9,330,729Expenses 2022: $9,328,357Net Income 2022: $2,3722022Revenue 2023: $5,447,395Expenses 2023: $5,411,645Net Income 2023: $35,7502023Revenue 2024: $4,904,286Expenses 2024: $4,855,362Net Income 2024: $48,9242024Revenue 2025: $4,847,599Expenses 2025: $4,784,368Net Income 2025: $63,2312025

Highlighted filing

2025

Revenue$4,847,599
Expenses$4,784,368
Net Income$63,231
Open 2025 Filing

Filings

Most recent year

2025 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,468,770
Liabilities
$607,552
Net assets
$861,218
Revenue
$4,847,599
Expenses
$4,784,368
Net income
$63,231
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.47$0.61$0.86$4.85$4.78$0.06
2024Detailed filing. Detailed filing data is available for this year.$1.51$0.71$0.80$4.90$4.86$0.05
2023Detailed filing. Detailed filing data is available for this year.$1.33$0.59$0.75$5.45$5.41$0.04
2022Detailed filing. Detailed filing data is available for this year.$1.97$1.26$0.71$9.33$9.33$0.00
2021Detailed filing. Detailed filing data is available for this year.$2.73$2.01$0.71$9.01$9.11$0.10
2020Detailed filing. Detailed filing data is available for this year.$1.32$0.51$0.81$3.40$3.09$0.31
2019Detailed filing. Detailed filing data is available for this year.$1.23$0.73$0.50$2.24$2.28$0.04
2018Detailed filing. Detailed filing data is available for this year.$0.92$0.38$0.54$2.22$2.21$0.02
2017Detailed filing. Detailed filing data is available for this year.$0.96$0.44$0.52$2.07$1.97$0.10
2016Detailed filing. Detailed filing data is available for this year.$0.84$0.42$0.42$1.90$1.88$0.02
2015Detailed filing. Detailed filing data is available for this year.$0.96$0.56$0.40$1.95$1.88$0.07
2014Detailed filing. Detailed filing data is available for this year.$0.80$0.48$0.33$1.48$1.48$0.01
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.85$0.53$0.32$1.19
2012Summary only. Only limited summary data is available for this year.$0.82$0.53$0.29$0.95$0.90$0.04
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.77$0.53$0.24$1.01
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.77$0.51$0.26$1.09
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Apr 1, 2024 to Mar 31, 2025
Signed
Nov 25, 2025
Return Version
2024v5.2
Gross Receipts
$4,847,599
Mission and Program Overview

Mission

Promote proactive operational and clinical peer networks, advocate for expanded resources, partnerships, and supportive public policies, foster seamless community-centered accountable care through expanded horizontal relationships, provide data that speaks to value and effectiveness of community health centers, serve communities in need to identify solutions to health care issues.

To promote integrated primary healthcare to achieve health and well-being for montana's most vulnerable populations.

Balance Sheet Detail
LineBeginningEndChange
Assets
Accounts Receivable$393,830$354,616▼ $39,214
Cash and Non-Interest-Bearing Accounts$386,512$345,918▼ $40,594
Savings and Temporary Cash Investments$343,636$330,249▼ $13,387
Land, Buildings, and Equipment, Net$315,855$301,037▼ $14,818
Prepaid Expenses and Deferred Charges$66,540$136,950▲ $70,410
Total Assets$1,506,373$1,468,770▼ $37,603
Liabilities
Accounts Payable and Accrued Expenses$411,541$410,653▼ $888
Deferred Revenue$272,243$194,382▼ $77,861
Mortgage Notes Payable Secured by Investment Property$20,740$0▼ $20,740
Other Liabilities$3,862$2,517▼ $1,345
Total Liabilities$708,386$607,552▼ $100,834
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$797,987$861,218▲ $63,231
Total Net Assets Fund Balance$797,987$861,218▲ $63,231
Total Liabilities and Net Assets / Fund Balance$1,506,373$1,468,770▼ $37,603

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$272,390$200,988$473,378
Land$25,000-$25,000
Equipment$3,647$8,362$12,009
Compensation and Service Providers
Top Officer Pay66th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Cindy StergarChief Executive OfficerFT$170,124$16,762$186,886
Leslie SouthworthDirector of Mt Health PlusFT$127,528$14,248$141,776
Tara CallaghanDirector of OperationsFT$112,873$13,715$126,588
Anna SmithDirector of WorkforceFT$109,631$13,548$123,179
Toni DrewClinical Informatics ManagerFT$112,853$6,032$118,885
Breann StreckSr. Hccn Project CoordinatorFT$107,369$5,209$112,578

Board Members and Trustees

NameTitle
Kyndra HallChair
Jon ForteChair Elect
Maria ClemonsPast Chair
Betsy SeglemMember
David MarkMember
Jamie BrownellMember
Lara SalazarMember
Leonard SmithMember
Mary SterhanMember
Patrick PeerMember
Rachel ArthurMember
Richard MiltenbergerMember
Ryan WetzelMember
Tina RandallMember
Vicki ThuesenMember
William PrestonMember
Carol TownsendMember-left Dec 2024
Justin MurgelMember-left Dec 2024
Cherith SmithMember-left Nov 2024
Dana KingfisherMember-left Nov 2024
Kelly DuncanMember-left Oct 2024
Todd WilsonSecretary
Tammy CoxTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Azara HealthcareSoftware Upgrade & Subscription Renewal70 BLANCHARD RD SUITE 100, Burlington, MA 01803$591,219
First Choice ServicesMontana Health Insurance Helpline1 HILLCREST DR E STE 400, Charleston, WV 25311$329,186
CciBilling And Coding Training And Ta For H11409 S GANDER ST, Olathe, KS 66061$159,871
Revenue and Support

Revenue Composition

Contributions and Grants
$3,491,862
Program Service Revenue
$1,347,312
Investment Income
$8,425
Other Revenue
$0
Change in Net Assets
$63,231

Audited Revenue Reconciliation

Revenue per Audited Statements
$4,847,599
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$4,847,599
Total Revenue per Form 990
$4,847,599
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$2,497,944
Salaries, Compensation, and Employee Benefits$2,286,424
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages---$1,703,872
Fees for Services Other---$732,896
Travel---$277,996
Current Officers, Directors, Trustees, and Key Employees---$189,717
Payroll Taxes---$163,688
Information Technology---$157,916
Other Employee Benefits---$133,368
Pension Plan Contributions---$95,779
Office Expenses---$78,619
Fees for Services Accounting---$50,138
Occupancy---$39,536
Fees for Services Lobbying---$15,045
Depreciation Depletion---$14,818
Insurance---$13,672
Payments to Affiliates---$8,575
Other Expenses---$2,044
Total Functional Expenses$0$0$0$4,784,368

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$4,784,368
Total Expenses per Audited Statements$4,784,368
Total Expenses per Form 990$4,784,368
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
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
In-house lobbying only
No
Subject to proxy tax
Yes
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Finance Lease Liability$2,517
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
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
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 6

“Membership consists of various health care centers throughout montana.”

Form 990, Part VI, Section A, Line 7A

“Each member appoints one director of the governing body.”

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

“Form 990 is reviewed by staff, then provided to all board members for review and questions. The preparer is available to answer questions regarding the form 990. The board of directors will authorize and approve form 990 at a board meeting.”

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

“The organization's ceo routinely and thoroughly reviews compliance and monitors policies. The ceo facilitates the review and approval of the board annually by verbal review of the policies and discussions of any issues or necessary changes to policies during their annual meeting. The board members are required to disclose conflicts.”

Form 990, Part VI, Section B, Line 15

“Salary of the ceo is determined, reviewed, and approved by the board of directors and documented in the employment contract. The ceo sets salaries for other employees based on performance and salaries paid by other employees pca organizations.”

Form 990, Part VI, Section C, Line 19

“Upon request, either hard copy or electronic”

Filing and Contact Details

Filer

Filer Name
Montana Primary Care Association Inc
EIN
81-0454697
Phone
4064372021
Address
1805 EUCLID AVE, HELENA, MT 59601

Signing Officer

Name
Cindy Stergar
Title
CEO
Phone
4064372021
Signed
2025-11-25
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Cindy Stergar
Formed
1987
Legal Domicile
Mt
Voting Board Members
18
Independent Board Members
18
Employees
29
Volunteers
24

Preparer

Firm
Brady Martz & Associates Pc
Address
PO BOX 14296, GRAND FORKS, ND 58208-4296
Preparer
Nicole Heldstab
Phone
7017754685
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

“Contract services 732,896.”

Financial Statement Notes

PART X, LINE 2:

“Montana primary care association, inc. Is exempt from payment of federal and state income taxes by virtue of its nonprofit organization status under section 501(c)(6) of the internal revenue code. As a result, no provision for income tax is included in the financial statements. The association's policy is to evaluate the likelihood that its uncertain tax positions will prevail upon examination based on the extent to which those positions have substantial support within the internal revenue code and regulations, revenue rulings, court decisions, and other evidence.”

Raw XML AppendixShowing 400 of 569 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/ActivityOrMissionDesc0TO PROMOTE INTEGRATED PRIMARY HEALTHCARE TO ACHIEVE HEALTH AND WELL-BEING FOR MONTANA'S MOST VULNERABLE POPULATIONS.
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IRS990/Desc0MPCA PROVIDES ADMINISTRATIVE AND NON-FINANCIAL ASSISTANCE TO COMMUNITY HEALTH CENTERS AND MIGRANT HEALTH PROGRAMS IN MONTANA IN THREE AREAS: PROGRAM DEVELOPMENT (CONNECTING 330 RESOURCES TO NEED), PERFORMANCE IMPROVEMENT (OPERATIONS/ADMINISTRATION) AND PROGRAM REQUIREMENTS (FINANCE/PROGRAM MANAGEMENT). THREE MAJOR ACTIVITIES INCLUDE TRAINING AND TECHNICAL ASSISTANCE - MPCA PROVIDES TRAINING AND TECHNICAL ASSISTANCE TO PROMOTE ACCESS AND QUALITY OF CARE IN HEALTH CENTERS. TOPICS INCLUDE, BUT ARE NOT LIMITED TO, QUALITY IMPROVEMENT, RISK MANAGEMENT, CORPORATE COMPLIANCE, CODING, LEADERSHIP, FINANCE, HUMAN RESOURCES, GRANT REQUIREMENTS, EDUCATION, GOVERNMENT RELATIONS AND HEALTH POLICY, FUNDING AND PARTNERSHIP OPPORTUNITIES, HEALTH INFORMATION TECHNOLOGY, PATIENT CENTERED MEDICAL HOME AND OTHER NEW INITIATIVES, DATA AND EVALUATION, NEEDS ASSESSMENTS, RECRUITMENT AND RETENTION, AND GOVERNANCE AND BOARD TRAINING.
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IRS990/Form990PartVIISectionAGrp/TitleTxt1PAST CHAIR
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IRS990/Form990PartVIISectionAGrp/TitleTxt7MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt8MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt9SECRETARY
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IRS990/Form990PartVIISectionAGrp/TitleTxt11MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt12MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt13MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt14MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt15CHAIR ELECT
IRS990/Form990PartVIISectionAGrp/TitleTxt16MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt17TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt18MEMBER-LEFT DEC 2024
IRS990/Form990PartVIISectionAGrp/TitleTxt19MEMBER-LEFT NOV 2024
IRS990/Form990PartVIISectionAGrp/TitleTxt20MEMBER-LEFT NOV 2024
IRS990/Form990PartVIISectionAGrp/TitleTxt21MEMBER-LEFT DEC 2024
IRS990/Form990PartVIISectionAGrp/TitleTxt22MEMBER-LEFT OCT 2024
IRS990/Form990PartVIISectionAGrp/TitleTxt23CHIEF EXECUTIVE OFFICER
IRS990/Form990PartVIISectionAGrp/TitleTxt24DIRECTOR OF MT HEALTH PLUS
IRS990/Form990PartVIISectionAGrp/TitleTxt25DIRECTOR OF OPERATIONS
IRS990/Form990PartVIISectionAGrp/TitleTxt26DIRECTOR OF WORKFORCE
IRS990/Form990PartVIISectionAGrp/TitleTxt27CLINICAL INFORMATICS MANAGER
IRS990/Form990PartVIISectionAGrp/TitleTxt28SR. HCCN PROJECT COORDINATOR
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IRS990/MissionDesc0TO PROMOTE INTEGRATED PRIMARY HEALTHCARE TO ACHIEVE HEALTH AND WELL-BEING FOR MONTANA'S MOST VULNERABLE POPULATIONS.
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IRS990/ProgSrvcAccomActy2Grp/Desc0COMMUNITY DEVELOPMENT -- MPCA HELPS IDENTIFY AREAS WITH HIGH UNMET NEED AND WORKS WITH COMMUNITIES TO DEVELOP LOCAL HEALTH CARE SOLUTIONS TO IMPROVE ACCESS TO PRIMARY CARE AND PREVENTATIVE HEALTH SERVICES. THIS INCLUDES PROVIDING TECHNICAL ASSISTANCE IN DEVELOPING APPROPRIATE HEALTH SYSTEMS, PROMOTING COLLABORATIVE COMMUNITY EFFORTS AND DEVELOPING APPROPRIATE INFRASTRUCTURE AND REFERRAL SYSTEMS.
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