MONTANA MEDICAL ASSOCIATION Charity Report

Public IRS 990 nonprofit record

MONTANA MEDICAL ASSOCIATION

EIN 81-0215638 · Education (B)

What they do

to SERVE ITS MEMBERS AS AN ADVOCATE for THE MEDICAL PROFESSION, QUALITY PATIENT CARE and THE HEALTH of ALL MONTANA CITIZENS.

Before you give

Should I give to this charity?

Easy charity check

Look at where the money went

Of every $100 spent, about $52.50 was reported for mission work. Use the spending picture below and ask what results that work produced.

Plain answer: A tax form cannot prove that a charity is doing good. It can show how the charity says it spent its money—and point out questions you should ask.

Basic facts we verified

IRS warning checkNo IRS revocation warning appears in this data.

Money report from 2024The charity has a recent tax report to read.

They explain their jobThe charity tells us what it is trying to do.

They name their leaders47 people are listed in the latest report.

You can reach themThey list contact information, so you can ask questions.

Money made simple

54.42%of revenue went to mission work52.5% of expenses · Program services

$103.75spent for every $100 of revenueSpending was higher than revenue this year.

33.86%of revenue went to management and office costs32.6% of expenses

$1.24in assets for every $1 spent this yearSome assets cannot be spent right away.

41.4%of its money came from giftsOther money may come from services or investments.

Ask these three easy questions

Who did you help? Ask for a recent story or report that shows real results.
What will my money do? Ask exactly what your gift will pay for.
Is this really the charity? Give only through its official website or confirmed phone number.

Worth asking: Expenses exceeded revenue by $46,018 this year. Ask whether that was planned or caused by a one-time event.

Pay context: The highest compensation shown in this filing is $221,725 for JEAN BRANSCUM (CEO). Compare pay with organizations of similar size and complexity.

Bottom line: Do not decide from a name, mission statement, or tax status alone. Look at where the money went, then ask what changed, who was helped, and what your gift will do. YouCanGiveBack does not endorse or grade organizations.

Money

Financial picture

Tax year 2024

A plain-language look at the latest Form 990 figures available. These numbers help you ask better questions; they do not, by themselves, rate whether a charity is good or bad.

$100revenue

How each $100 of revenue was used

The large number compares each expense with revenue. The smaller number shows its share of total expenses.

Total reported revenue$1,227,939

Mission workProgram services$668,27254.42% of revenue52.5% of expenses

ManagementOffice and general costs$415,72033.86% of revenue32.6% of expenses

FundraisingAsking for donations0.00% of revenue0.0% of expenses

Total expenses$1,273,957103.75% of revenue

Expenses were greater than revenue, so the colored ring fills the available $100 and the total above 100% is shown below.

Has the pattern changed?

Colored bars = expense mix: how each year’s expenses were divided. Total expenses vs. revenue shows whether the charity spent less or more than it received. The current filing is first.

YearExpense mixDetails

2024CurrentExpense mix: 52.5% mission · 32.6% management · 0.0% fundraisingTotal expenses: 103.75% of revenue

2023Expense mix: 68.3% mission · 31.7% management · 0.0% fundraisingTotal expenses: 102.38% of revenue

2022Expense mix: 67.3% mission · 32.7% management · 0.0% fundraisingTotal expenses: 109.64% of revenue

2021Expense mix: 70.7% mission · 29.3% management · 0.0% fundraisingTotal expenses: 76.46% of revenue

2020Expense mix: 74.8% mission · 25.2% management · 0.0% fundraisingTotal expenses: 80.70% of revenue

2019Expense mix: 76.6% mission · 23.4% management · 0.0% fundraisingTotal expenses: 87.96% of revenue

2018Expense mix: 73.9% mission · 26.1% management · 0.0% fundraisingTotal expenses: 101.40% of revenue

2017Expense mix: 100.0% mission · 0.0% management · 0.0% fundraisingTotal expenses: 97.36% of revenue

Money in and money out

Revenue$1,227,939

Expenses$1,273,957

Annual shortfall $46,018 Expenses were higher than revenue for this filing year.

Reported spending amounts

Mission work means the Form 990 category called program services. These are reported accounting categories—not an independent measurement of results.

Mission work (program services)$668,272 · 52.5% of expenses

Management and office costs$415,720 · 32.6% of expenses

See all reported dollar amounts

Revenue$1,227,939

Expenses$1,273,957

Assets$1,584,845

Income$1,227,939

Contributions$508,145

Mission work (program services)$668,272

Grants given$6,000

Average grant$6,000

Management and general$415,720

Accounting fees$19,699

Investing fees$6,936

People

Leadership and board

Tax year 2024

Names, titles, time, and compensation below are reported by the organization on its Form 990.

People reported as paid

Person and titleCompensation

JEAN BRANSCUMCEO · 40 hrs/week $221,725Base $198,344 · Other $23,381

Compensation alone does not tell whether pay is reasonable. Consider the charity’s size, work, location, and results.

See everyone listed on the board or leadership roster (47)

JEAN BRANSCUMCEO

RICHARD E POPWELL JR MDTRUSTEE

LAUREN S WILSON MDTRUSTEE

LEAH ANN MILLER MDTRUSTEE

MARC C MENTEL DOTRUSTEE

MARK F OZOG MDTRUSTEE

MELCHISEDEK L MARGARIS MDTRUSTEE

MICHAEL C DICELLO MDTRUSTEE

MICHAEL H SPINELLI MDTRUSTEE

MICHAEL P TEMPORAL MDAMA ALTERNATE

MICHELLE M LIZOTTE MDTRUSTEE

NICOLE C CLARK MDDELEGATE TO AMA

KAREN PERSER MDTRUSTEE

ROBERT G SISE MD MBS MPHTRUSTEE

SAMANTHA Y CLARK MDTRUSTEE

SARAH F MORGAN MDIMM PAST PRES

SERENA Z BREWER DOTRUSTEE

SHAE E SAUNDERS MDTRUSTEE

SHAWNA M YATES DOVICE PRESIDENT

TANYA N RIDDLE MDTRUSTEE

THOMAS R HOFFMAN MDTRUSTEE

TYLER J THORSON MDAMA YPS DELEGAT

WILLIAM C ANDERSON MDTRUSTEE

WILLIAM S GALLEA MDTRUSTEE

ELAINE S SAMUEL MDTRUSTEE

AMY LEPAGE MDTRUSTEE

ANNA S LOGE MDMEMBER AT LARGE

CARA J HARROP MDTREASURER

CARL D LUEM MDTRUSTEE

CARLEY C ROBERTSON MDTRUSTEE

CATHERINE M WHITE MDMEMBER AT LARGE

CRISTEN E OLDS MDTRUSTEE

DAVID J PARK DOTRUSTEE

DIANE P NOWAK MDTRUSTEE

DONALD A GREWELL DOTRUSTEE

EDWARD L PIERCE MDTRUSTEE

KEVIN ARTHUR HARADA MDTRUSTEE

ERNEST J GRAY MDPRESIDENT

GABRIELLE SPURZEMMED STUDENT REP

HEATHER J ZALUSKI MD MATRUSTEE

J BRUCE ROBERTSON MDTRUSTEE

JACQUELINE R LINTON MDTRUSTEE

JAMES H QUIRK JR MDTRUSTEE

JASON A COHEN MDSECRETARY

JAY D TAYLOR MDTRUSTEE

JONATHAN LEE BINGHAM MDMEMBER AT LARGE

ALEXIS HARRISON MD MSTRUSTEE

About this charity

Recognized since: January 1952
Location: 2021 11TH AVE STE 1, HELENA, MT 59601-4882
County: Lewis and Clark
In care of: JEAN BRANSCUM
Primary officer: JEAN BRANSCUM, CEO

How to reach them

WebsiteVisit the charity’s website Phone(406) 443-4000

Filing and classification

Latest tax year: 2024
Tax period began: January 1, 2024
Return type: 990
Tax preparer: LINKED ACCOUNTING LLP
NTEE classification: Education (B)
IRS tax category: Education
Grant-giving organization: Yes