Nonprofit · EIN 46-3696068
MONTANA MEDICAL ASSOCIATION FOUNDATION
Tax-exempt · HELENA, MT 59601
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $63,106 | $140,748 | -$77,642 | $72,513 | $0 | $72,513 |
| December 31, 2023 | 990 | $151,050 | $177,791 | -$26,741 | $208,975 | $790 | $208,185 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $60,087
- Program service revenue
- $0
- Investment income
- $3,019
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $29,842
- Compensation of officers, directors and key employees
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Program services (functional)
- $140,698
- Management and general (functional)
- $50
Balance sheet and other
- Total assets, start of year
- $208,975
- Total assets, end of year
- $72,513
- Total liabilities, end of year
- $0
- Net assets, end of year
- $72,513
- Net assets without donor restrictions
- $9,259
- Net assets with donor restrictions
- $63,254
- Gross receipts
- $63,106
- Employees
- 0
- Volunteers
- 9
- Year formed
- 2013
- 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 | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| JEAN BRANSCUM | CAO Officer | 6 | $0 | $198,344 | $23,381 |
| WILLIAM GALLEA | President Trustee or director, Officer | 1 | $0 | $0 | $0 |
| MARC MENTEL | Member Trustee or director | 1 | $0 | $0 | $0 |
| NICOLE CLARK | Vice President Trustee or director, Officer | 1 | $0 | $0 | $0 |
| SARAH MORGAN | Treasurer Trustee or director, Officer | 1 | $0 | $0 | $0 |
| ROMAN HENDRICKSON | Member Trustee or director | 1 | $0 | $0 | $0 |
| CARLEY ROBERTSON | Member Trustee or director | 1 | $0 | $0 | $0 |
| WENDY TERESE GRACE | Member Trustee or director | 1 | $0 | $0 | $0 |
| JILL ALLESSI | Member Trustee or director | 1 | $0 | $0 | $0 |
| ERNEST GRAY | Member Trustee or director | 1 | $0 | $0 | $0 |
990 for the year ended December 31, 2023: 10 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| JEAN BRANSCUM | CEO Officer | 6 | $0 | $234,359 | $24,435 |
| WILLIAM GALLEA | PRESIDENT Trustee or director, Officer | 6 | $0 | $0 | $0 |
| MARC MENTEL | MEMBER Trustee or director | 4 | $0 | $0 | $0 |
| NICOLE CLARK | VICE PRESIDENT Trustee or director, Officer | 4 | $0 | $0 | $0 |
| SARAH MORGAN | SECRETARY/TREASURER Trustee or director, Officer | 4 | $0 | $0 | $0 |
| ROMAN HENDRICKSON | MEMBER Trustee or director | 4 | $0 | $0 | $0 |
| CARLEY ROBERTSON | MEMBER Trustee or director | 4 | $0 | $0 | $0 |
| WENDY TERESE GRACE | MEMBER Trustee or director | 4 | $0 | $0 | $0 |
| JILL ALLESSI | MEMBER Trustee or director | 4 | $0 | $0 | $0 |
| ERNEST GRAY | MEMBER Trustee or director | 4 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 2021 11TH AVE STE 1, HELENA, MT 59601-4882
- In care of
- % JEAN BRANSCUM
- Principal officer (990 for 2024)
- JEAN BRANSCUM, 2021 11TH AVE STE 1, HELENA, MT 59601
- Signed the 990
- JEAN BRANSCUM, CAO
- Phone
- (406) 443-4000
- Return prepared by
- Linked Accounting LLP
Mission
TO SUSTAIN THE FUTURE OF MEDICINE IN MONTANA BY PROMOTING AND SUPPORTING PROGRAMS THAT SUPPORT MEDICAL EDUCATION, PHYSICAL HEALTH, AND EXCELLENCE IN PRACTICE.
Program accomplishments
- TO PROVIDE RESOURCES, FUNDING, AND LEADERSHIP TOWARD SUPPORTING AND ENHANCING THE MONTANA MEDICAL ASSOCIATION FOUNDATION'S HELP PROGRAM.Expenses $110,000 · revenue $46,250
- TO SEEK OUT, PROPERLY RECEIVE, INVEST, AND DISTRIBUTE GRANTS OF GIFTS MADE TO THE CORPORATION IN ACCORDANCE WITH THE CORPORATION'S BYLAWS, POLICIES, AND VISION AND VALUES; THIS SHALL INCLUDE, WITHOUT LIMITATION, THE RECEIVING OF MONETARY GIFTS, GRANTS, MEMORIALS, MONETARY AWARDS AND OTHER INCOME.Expenses $28,698 · grants $27,842 · revenue $13,837
- TO PROVIDE SCHOLARSHIPS AND TRAVEL EXPENSES TO MEETINGS FOR MEDICAL STUDENTS IN THE MONTANA-BASED MEDICAL SCHOOLS, OR ITS EQUIVALENT AND TO PROVIDE MONEY TO HELP ALLOW PHYSICIAN GROUPS OR ASSOCIATIONS TO CONTINUE THEIR EDUCATIONAL PROGRAMMING.Expenses $2,000 · grants $2,000
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
- 46-3696068
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 2014
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Health care (E12)
- Assets (IRS master file)
- $72,513
- Income (IRS master file)
- $63,106
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $63,106 | $140,748 | $72,513 | XML |
| 990 | December 2023 | $151,050 | $177,791 | $208,975 | XML |
| 990 | December 2022 | $235,588 | $222,937 | $234,926 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 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 46-3696068).
Questions about MONTANA MEDICAL ASSOCIATION FOUNDATION
- What is the EIN of MONTANA MEDICAL ASSOCIATION FOUNDATION?
- The employer identification number (EIN) of MONTANA MEDICAL ASSOCIATION FOUNDATION is 46-3696068.
- Is MONTANA MEDICAL ASSOCIATION FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2014.
- Are donations to MONTANA MEDICAL ASSOCIATION FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does MONTANA MEDICAL ASSOCIATION FOUNDATION 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 FOUNDATION 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 FOUNDATION 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 FOUNDATION?
- The 990 for the year ended December 31, 2024 names JEAN BRANSCUM.
- Who are the officers and directors of MONTANA MEDICAL ASSOCIATION FOUNDATION?
- The 990 for the year ended December 31, 2024 lists 10 people; 0 received compensation from the organization.
- How much revenue does MONTANA MEDICAL ASSOCIATION FOUNDATION have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $63,106, expenses of $140,748 and total assets of $72,513 at year end.
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