Skip to main content

Nonprofit · EIN 81-6013712

AMERICAN ACADEMY OF FAMILY PHYSICIANS

Also known as MONTANA CHAPTER

Tax-exempt · HELENA, MT 59601

Financials

$168K$146K2023$171K$145K2024$329K$166K2025
Revenue Expenses · by fiscal year end
Financials of AMERICAN ACADEMY OF FAMILY PHYSICIANS by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990$328,790$165,601$163,189$570,456$49,663$520,793
December 31, 2024990$170,890$144,889$26,001$522,011$49,579$472,432
December 31, 2023990-EZ$167,508$145,679$21,829$491,482$50,881$440,601
Financial details: 990 for the year ended December 31, 2025

Revenue

Contributions, gifts and grants
$97,250
Membership dues
$97,250
Program service revenue
$47,493
Investment income
$184,047
Net gain from sales of assets
$159,753
Other revenue
$0

Expenses

Grants and similar amounts paid
$0
Compensation of officers, directors and key employees
$40,000
Salaries, compensation and benefits (total)
$43,582
Professional fundraising fees
$0
Accounting fees
$2,925
Travel
$8,125
Program services (functional)
$85,408
Management and general (functional)
$40,193

Balance sheet and other

Total assets, start of year
$522,011
Total assets, end of year
$570,456
Total liabilities, end of year
$49,663
Net assets, end of year
$520,793
Net assets without donor restrictions
$520,793
Gross receipts
$328,790
Employees
1

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, 2025, highest compensation first.

NameTitleHours / weekCompensation
LINDA EDQUESTExecutive Dir.
Officer
10$40,000
HEIDI DUNCAN MDDirector
Trustee or director
0$0
ROBERT J STENGER MDProgram Directo
Trustee or director
1$0
JOHN B MILLER MDDirector
Trustee or director
1$0
SAUL RIVARD MDImmediate Past
Trustee or director
0$0
JASON SARISKY DOPresident Elect
Trustee or director, Officer
0$0
COURTNEY HONKEN MDResident
Trustee or director
0$0
KATRINA MAHER MDPresident
Trustee or director, Officer
0$0
GARTH BRAND MDProgram Dir.
Trustee or director
0$0
ROBERT JOHNSON DODirector
Trustee or director
0$0
SUSAN PETERSEN MDDirector
Trustee or director
0$0
JANICE GOMERSALL MDTreasurer
Trustee or director, Officer
0$0
LEEANNA MARQUIZ MDDELEGATE
Trustee or director
0$0
ABIGAIL ANDERSON MDResident
Trustee or director
0$0
JANICE FORDHAM MD1st Vice Presid
Trustee or director, Officer
0$0
2 more people on this return
NameTitleHours / weekCompensation
CHRISTOPHER BAUMERT MDDirector
Trustee or director
0$0
SARAH MICHELStudent
Trustee or director
0$0
990 for the year ended December 31, 2024: 17 people
NameTitleHours / weekCompensation
LINDA EDQUESTExecutive Dir.
Officer
10$40,000
HEIDI DUNCAN MDDirector
Trustee or director
0$0
ROBERT J STENGER MDProgram Directo
Trustee or director
1$0
JOHN B MILLER MDDirector
Trustee or director
1$0
SAUL RIVARD MDImmediate Past
Trustee or director
0$0
JASON SARISKY DOPresident Elect
Trustee or director, Officer
0$0
COURTNEY HONKEN MDResident
Trustee or director
0$0
KATRINA MAHER MDPresident
Trustee or director, Officer
0$0
GARTH BRAND MDProgram Dir.
Trustee or director
0$0
ROBERT JOHNSON DODirector
Trustee or director
0$0
SUSAN PETERSEN MDDirector
Trustee or director
0$0
JANICE GOMERSALL MDTreasurer
Trustee or director, Officer
0$0
LEEANNA MARQUIZ MDDELEGATE
Trustee or director
0$0
ABIGAIL ANDERSON MDResident
Trustee or director
0$0
JANICE FORDHAM MD1st Vice Presid
Trustee or director, Officer
0$0
CHRISTOPHER BAUMERT MDDirector
Trustee or director
0$0
SARAH MICHELStudent
Trustee or director
0$0
990-EZ for the year ended December 31, 2023: 22 people
NameTitleHours / weekCompensation
LINDA EDQUESTExecutive Dir.10$40,000
HEIDI DUNCAN MDImmed Past Pres0$0
AMY MATHENY MDSecretary-Treas1$0
ROBERT J STENGER MDProgram Directo1$0
JOHN B MILLER MDDirector1$0
CARA HARROP MDDirector0$0
MICHAEL TEMPORAL MDALTERNATE DEL0$0
MICHAEL STREKALL MDPresident0$0
SAUL RIVARD MDPresident Elect0$0
ASHLEY QUANBECK MDDirector0$0
JASON SARISKY DODirector0$0
COURTNEY HONKEN MDResident0$0
ALEC KERINS MDDirector0$0
KATRINA MAHER MD1st Vice Pres.0$0
GARTH BRAND MDProgram Dir.0$0
ALEC KERINS MDResident0$0
OLIVIA REIDStudent0$0
JESSICA BAILEYStudent0$0
JANICE GOMERSALL MDDELEGATE0$0
TOM JAMES MD2nd Vice Pres.0$0
LEEANNA MARQUIZ MDDELEGATE0$0
ROBERT JOHNSON DODirector0$0

Address and contacts

Address (IRS master file)
8 CLOVERVIEW DR, HELENA, MT 59601-0251
Signed the 990
LINDA EDQUEST, Executive Director
Phone
(406) 443-4000
Return prepared by
Rudd & Company PLLC

Mission

PROFESSIONAL ORGANIZATION

990 for the year ended December 31, 2025

Program accomplishments

  • PROMOTE THE ART AND SCIENCE OF MEDICINE AND PROTECT THE HEALTH OF THE CITIZENS OF MONTANA
    Expenses $85,408 · revenue $144,743

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 yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026990 on file
2024December 31, 2024May 15, 2025990 on file
2023December 31, 2023May 15, 2024990-EZ on file

IRS record

EIN
81-6013712
Tax-exempt status
501(c)(6): Business league or chamber of commerce
Donations deductible
No
Exempt since
1950
Accounting year ends
December
Files
Form 990 or 990-EZ
Category (NTEE)
Health care (E99C)
Assets (IRS master file)
$570,456
Income (IRS master file)
$328,790

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2025$328,790$165,601$570,456XML
990December 2024$170,890$144,889$522,011IRS
990-EZDecember 2023$167,508$145,679$491,482XML
990-EZDecember 2022–––IRS
990-EZDecember 2021–––IRS
990-EZDecember 2020–––IRS
990-EZDecember 2019–––IRS
990-EZDecember 2018–––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 81-6013712).

Questions about AMERICAN ACADEMY OF FAMILY PHYSICIANS

What is the EIN of AMERICAN ACADEMY OF FAMILY PHYSICIANS?
The employer identification number (EIN) of AMERICAN ACADEMY OF FAMILY PHYSICIANS is 81-6013712.
Is AMERICAN ACADEMY OF FAMILY PHYSICIANS tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(6) since 1950.
Are donations to AMERICAN ACADEMY OF FAMILY PHYSICIANS tax-deductible?
No. The IRS master file says contributions to it are not deductible.
Which annual return does AMERICAN ACADEMY OF FAMILY PHYSICIANS 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 AMERICAN ACADEMY OF FAMILY PHYSICIANS due?
The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did AMERICAN ACADEMY OF FAMILY PHYSICIANS last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended December 2025.
Who are the officers and directors of AMERICAN ACADEMY OF FAMILY PHYSICIANS?
The 990 for the year ended December 31, 2025 lists 17 people; 1 received compensation from the organization, the highest $40,000 (LINDA EDQUEST, Executive Dir.).
How much revenue does AMERICAN ACADEMY OF FAMILY PHYSICIANS have?
On its 990 for the year ended December 31, 2025 it reported revenue of $328,790, expenses of $165,601 and total assets of $570,456 at year end.

Other nonprofits in HELENA

All nonprofits in HELENA · Montana · Health care