Nonprofit · EIN 81-0215638
MONTANA MEDICAL ASSOCIATION
Tax-exempt · HELENA, MT 59601
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $1,227,939 | $1,273,957 | -$46,018 | $1,584,845 | $284,033 | $1,300,812 |
| December 31, 2023 | 990 | $1,389,211 | $1,422,212 | -$33,001 | $1,608,383 | $300,871 | $1,307,512 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $508,145
- Membership dues
- $338,345
- Program service revenue
- $484,602
- Investment income
- $25,995
- Net rental income
- $49,425
- Other revenue
- $209,197
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $198,344
- Other salaries and wages
- $462,698
- Salaries, compensation and benefits (total)
- $796,950
- Professional fundraising fees
- $0
- Legal fees
- $37,019
- Accounting fees
- $19,699
- Travel
- $30,991
- Depreciation
- $10,118
- Program services (functional)
- $858,237
- Management and general (functional)
- $415,720
Balance sheet and other
- Total assets, start of year
- $1,608,383
- Total assets, end of year
- $1,584,845
- Total liabilities, end of year
- $284,033
- Net assets, end of year
- $1,300,812
- Land, buildings and equipment
- $214,345
- Net assets without donor restrictions
- $1,044,509
- Net assets with donor restrictions
- $256,303
- Gross receipts
- $1,227,939
- Employees
- 13
- Volunteers
- 48
- Year formed
- 1951
- State of legal domicile
- MT
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| JEAN BRANSCUM | CEO Trustee or director, Officer | 40 | $198,344 | $23,381 |
| Michelle M Lizotte MD | Trustee Trustee or director | 1 | $0 | $0 |
| WILLIAM C ANDERSON MD | Trustee Trustee or director | 1 | $0 | $0 |
| Carley C Robertson MD | Trustee Trustee or director | 1 | $0 | $0 |
| Heather J Zaluski MD MA | Trustee Trustee or director | 1 | $0 | $0 |
| JONATHAN LEE BINGHAM MD | Member at Large Trustee or director | 1 | $0 | $0 |
| SERENA Z BREWER DO | Trustee Trustee or director | 1 | $0 | $0 |
| NICOLE C CLARK MD | Delegate to AMA Trustee or director, Officer | 1 | $0 | $0 |
| SAMANTHA Y CLARK MD | Trustee Trustee or director | 1 | $0 | $0 |
| JASON A COHEN MD | Secretary Trustee or director, Officer | 1 | $0 | $0 |
| MICHAEL C DICELLO MD | Trustee Trustee or director | 1 | $0 | $0 |
| WILLIAM S GALLEA MD | Trustee Trustee or director | 1 | $0 | $0 |
| ERNEST J GRAY MD | President Trustee or director, Officer | 1 | $0 | $0 |
| DONALD A GREWELL DO | Trustee Trustee or director | 1 | $0 | $0 |
| KEVIN ARTHUR HARADA MD | Trustee Trustee or director | 1 | $0 | $0 |
32 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ALEXIS HARRISON MD MS | Trustee Trustee or director | 1 | $0 |
| CARA J HARROP MD | Treasurer Trustee or director, Officer | 1 | $0 |
| THOMAS R HOFFMAN MD | Trustee Trustee or director | 1 | $0 |
| AMY LEPAGE MD | Trustee Trustee or director | 1 | $0 |
| JACQUELINE R LINTON MD | Trustee Trustee or director | 1 | $0 |
| ANNA S LOGE MD | Member at Large Trustee or director | 1 | $0 |
| CARL D LUEM MD | Trustee Trustee or director | 1 | $0 |
| MELCHISEDEK L MARGARIS MD | Trustee Trustee or director | 1 | $0 |
| MARC C MENTEL DO | Trustee Trustee or director | 1 | $0 |
| LEAH ANN MILLER MD | Trustee Trustee or director | 1 | $0 |
| SARAH F MORGAN MD | Imm Past Pres Trustee or director, Officer | 1 | $0 |
| DIANE P NOWAK MD | Trustee Trustee or director | 1 | $0 |
| CRISTEN E OLDS MD | Trustee Trustee or director | 1 | $0 |
| MARK F OZOG MD | Trustee Trustee or director | 1 | $0 |
| DAVID J PARK DO | Trustee Trustee or director | 1 | $0 |
| KAREN PERSER MD | Trustee Trustee or director | 1 | $0 |
| EDWARD L PIERCE MD | Trustee Trustee or director | 1 | $0 |
| RICHARD E POPWELL JR MD | Trustee Trustee or director | 1 | $0 |
| JAMES H QUIRK JR MD | Trustee Trustee or director | 1 | $0 |
| TANYA N RIDDLE MD | Trustee Trustee or director | 1 | $0 |
| J BRUCE ROBERTSON MD | Trustee Trustee or director | 1 | $0 |
| ELAINE S SAMUEL MD | Trustee Trustee or director | 1 | $0 |
| SHAE E SAUNDERS MD | Trustee Trustee or director | 1 | $0 |
| ROBERT G SISE MD MBS MPH | Trustee Trustee or director | 1 | $0 |
| MICHAEL H SPINELLI MD | Trustee Trustee or director | 1 | $0 |
| GABRIELLE SPURZEM | Med Student Rep Trustee or director | 1 | $0 |
| JAY D TAYLOR MD | Trustee Trustee or director | 1 | $0 |
| MICHAEL P TEMPORAL MD | AMA Alternate Trustee or director, Officer | 1 | $0 |
| TYLER J THORSON MD | AMA YPS Delegat Trustee or director, Officer | 1 | $0 |
| CATHERINE M WHITE MD | Member at Large Trustee or director | 1 | $0 |
| LAUREN S WILSON MD | Trustee Trustee or director | 1 | $0 |
| SHAWNA M YATES DO | Vice President Trustee or director, Officer | 1 | $0 |
990 for the year ended December 31, 2023: 49 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| BRANSCUM JEAN | CEO Trustee or director, Officer | 40 | $234,359 | $24,435 |
| ORMEDENNY C DO | IMMEDIATE PAST PRESIDENT Trustee or director, Officer | 1 | $13,500 | $0 |
| ANDERSON WILLIAM C MD | TRUSTEE Trustee or director | 1 | $0 | $0 |
| BAKER BRIDGETTE M MD | TRUSTEE Trustee or director | 1 | $0 | $0 |
| BECK CARTER E MD | TRUSTEE Trustee or director | 1 | $0 | $0 |
| BINGHAM JONATHAN LEE MD | MEMBER-AT-LARGE Trustee or director | 1 | $0 | $0 |
| BREWER SERENA Z DO | TRUSTEE Trustee or director | 1 | $0 | $0 |
| CLARK NICOLE C MD | DELEGATE TO THE AMA Trustee or director | 1 | $0 | $0 |
| CLARK SAMANTHA Y MD | TRUSTEE Trustee or director | 1 | $0 | $0 |
| COHEN JASON A MD | TREASURER Trustee or director, Officer | 1 | $0 | $0 |
| DICELLO MICHAEL C MD | TRUSTEE Trustee or director | 1 | $0 | $0 |
| FOSTER KEITH D MD | TRUSTEE Trustee or director | 1 | $0 | $0 |
| GALLEA WILLIAM S MD | TRUSTEE Trustee or director | 1 | $0 | $0 |
| GRAY ERNEST J MD | VICE PRESIDENT Trustee or director, Officer | 1 | $0 | $0 |
| GREWELL DONALD A DO | TRUSTEE Trustee or director | 1 | $0 | $0 |
| HARADA KEVIN ARTHUR MD | HILL COUNTY MEDICAL SOCIETY Trustee or director | 1 | $0 | $0 |
| HARRISON ALEXIS MD MS | TRUSTEE Trustee or director | 1 | $0 | $0 |
| HARROP CARA J MD | MEMBER-AT-LARGE Trustee or director | 1 | $0 | $0 |
| HOFFMAN THOMAS R MD | TRUSTEE Trustee or director | 1 | $0 | $0 |
| LEPAGE AMY MD | TRUSTEE Trustee or director | 1 | $0 | $0 |
| LINTON JACQUELINE R MD | TRUSTEE Trustee or director | 1 | $0 | $0 |
| LOGE ANNA S MD | MEMBER-AT-LARGE Trustee or director | 1 | $0 | $0 |
| LUEM CARL D MD | TRUSTEE Trustee or director | 1 | $0 | $0 |
| MARGARISMELCHISEDEK L MD | TRUSTEE Trustee or director | 1 | $0 | $0 |
| MENTEL MARC C DO | TRUSTEE Trustee or director | 1 | $0 | $0 |
| MIDDLETON JULIA C MD | DELEGATE ELECT - YPS Trustee or director | 1 | $0 | $0 |
| MILLER LEAH ANN MD | TRUSTEE Trustee or director | 1 | $0 | $0 |
| MORGANSARAH F MD | PRESIDENT Trustee or director, Officer | 1 | $0 | $0 |
| NOWAK DIANE P MD | TRUSTEE Trustee or director | 1 | $0 | $0 |
| OLDS CRISTEN E MD | TRUSTEE Trustee or director | 1 | $0 | $0 |
| OZOG MARK F MD | TRUSTEE Trustee or director | 1 | $0 | $0 |
| PARK DAVID J DO | TRUSTEE Trustee or director | 1 | $0 | $0 |
| PERSER KAREN MD | TRUSTEE Trustee or director | 1 | $0 | $0 |
| PIERCE EDWARD L MD | TRUSTEE Trustee or director | 1 | $0 | $0 |
| POPWELL JR RICHARD E MD | TRUSTEE Trustee or director | 1 | $0 | $0 |
| QUIRK JR JAMES H MD | TRUSTEE Trustee or director | 1 | $0 | $0 |
| RIDDLE TANYA N MD | TRUSTEE Trustee or director | 1 | $0 | $0 |
| ROBERTSON BRUCE J MD | TRUSTEE Trustee or director | 1 | $0 | $0 |
| SAMUEL ELAINE S MD | TRUSTEE Trustee or director | 1 | $0 | $0 |
| SAUNDERS SHAE E MD | TRUSTEE Trustee or director | 1 | $0 | $0 |
| SISE ROBERT G MD MBS MPH | TRUSTEE Trustee or director | 1 | $0 | $0 |
| SPINELLI MICHAEL H MD | TRUSTEE Trustee or director | 1 | $0 | $0 |
| SPURZEM GABRIELLE | MEDICAL STUDENT REPRESENTATIVE Trustee or director | 1 | $0 | $0 |
| TAYLOR JAY D MD | TRUSTEE Trustee or director | 1 | $0 | $0 |
| TEMPORAL MICHAEL P MD | ALTERNATE DELEGATE TO THE Trustee or director | 1 | $0 | $0 |
| THORSON TYLER J MD | DELEGATE- YPS Trustee or director | 1 | $0 | $0 |
| WHITE CATHERINE M MD | MEMBER-AT-LARGE Trustee or director | 1 | $0 | $0 |
| WILSON LAUREN S MD | TRUSTEE Trustee or director | 1 | $0 | $0 |
| YATES SHAWNA M DO | SECRETARY Trustee or director, Officer | 1 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 2021 11TH AVE STE 1, HELENA, MT 59601-4882
- Principal officer (990 for 2024)
- JEAN BRANSCUM
- Signed the 990
- JEAN BRANSCUM, CEO
- Phone
- (406) 443-4000
- Website
- WWW.MMAOFFICE.ORG
- Return prepared by
- Linked Accounting LLP
Mission
TO SERVE ITS MEMBERS AS AN ADVOCATE FOR THE MEDICAL PROFESSION, QUALITY PATIENT CARE AND THE HEALTH OF ALL MONTANA CITIZENS.
Program accomplishments
- 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
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 81-0215638
- Tax-exempt status
- 501(c)(6): Business league or chamber of commerce
- Donations deductible
- No
- Exempt since
- 1952
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $1,584,845
- Income (IRS master file)
- $1,227,939
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $1,227,939 | $1,273,957 | $1,584,845 | XML |
| 990 | December 2023 | $1,389,211 | $1,422,212 | $1,608,383 | XML |
| 990 | December 2022 | $1,340,674 | $1,469,897 | $1,616,158 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
| 990 | December 2017 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 81-0215638).
Questions about MONTANA MEDICAL ASSOCIATION
- What is the EIN of MONTANA MEDICAL ASSOCIATION?
- The employer identification number (EIN) of MONTANA MEDICAL ASSOCIATION is 81-0215638.
- Is MONTANA MEDICAL ASSOCIATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(6) since 1952.
- Are donations to MONTANA MEDICAL ASSOCIATION tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does MONTANA MEDICAL ASSOCIATION file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of MONTANA MEDICAL ASSOCIATION due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did MONTANA MEDICAL ASSOCIATION last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2024.
- Who is the principal officer of MONTANA MEDICAL ASSOCIATION?
- The 990 for the year ended December 31, 2024 names JEAN BRANSCUM.
- Who are the officers and directors of MONTANA MEDICAL ASSOCIATION?
- The 990 for the year ended December 31, 2024 lists 47 people; 1 received compensation from the organization, the highest $198,344 (JEAN BRANSCUM, CEO).
- How much revenue does MONTANA MEDICAL ASSOCIATION have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $1,227,939, expenses of $1,273,957 and total assets of $1,584,845 at year end.
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