2024-10-04T11:56:56-05:00 2023-12-31 810348775 JUNKERMIERCLARKCAMPANELLASTEVENSPC 3060 CABERNET DR STE 2 HELENA MT 59601 990 2023-01-01 810215638 MONTANA MEDICAL ASSOCIATION MONT 4064434000 2021 11TH AVE STE 1 HELENA MT 59601 JEAN BRANSCUM CEO 4064434000 2024-10-04 1 0 ALEX L SCHILLINGER CPA P01699401 4064426901 2023 2024-10-15 13:58:12Z JEAN BRANSCUM 2021 11TH AVE STE 1 HELENA MT 59601 1652350 0 X WWW.MMAOFFICE.ORG X 1951 MT TO SERVE ITS MEMBERS AS AN ADVOCATE FOR THE MEDICAL PROFESSION, QUALITY PATIENT CARE AND THE HEALTH OF ALL MONTANA CITIZENS. 49 49 15 48 0 0 627034 544251 534613 482541 1672 13009 177355 349410 1340674 1389211 8000 0 0 0 869873 817967 0 0 0 592024 604245 1469897 1422212 -129223 -33001 1616158 1608383 333478 300871 1282680 1307512 TO SERVE ITS MEMBERS AS AN ADVOCATE FOR THE MEDICAL PROFESSION, QUALITY PATIENT CARE AND THE HEALTH OF ALL MONTANA CITIZENS. 0 0 971775 810608 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. 971775 0 1 0 1 0 0 0 0 0 1 1 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 6 0 15 1 0 0 0 0 1 1 0 0 0 X 49 49 0 0 0 0 1 0 0 1 1 0 1 1 1 1 1 1 0 1 1 0 0 X THE ORGANIZATION 4064434000 2021 11TH AVE STE 1 HELENA MT 59601 ANDERSON WILLIAM C MD TRUSTEE 1.00 X 0 0 0 BAKER BRIDGETTE M MD TRUSTEE 1.00 X 0 0 0 BECK CARTER E MD TRUSTEE 1.00 X 0 0 0 BINGHAM JONATHAN LEE MD MEMBER-AT-LARGE 1.00 X 0 0 0 BRANSCUM JEAN CEO 40.00 6.00 X X 234359 0 24435 BREWER SERENA Z DO TRUSTEE 1.00 X 0 0 0 CLARK NICOLE C MD DELEGATE TO THE AMA 1.00 X 0 0 0 CLARK SAMANTHA Y MD TRUSTEE 1.00 X 0 0 0 COHEN JASON A MD TREASURER 1.00 X X 0 0 0 DICELLO MICHAEL C MD TRUSTEE 1.00 X 0 0 0 FOSTER KEITH D MD TRUSTEE 1.00 X 0 0 0 GALLEA WILLIAM S MD TRUSTEE 1.00 X 0 0 0 GRAY ERNEST J MD VICE PRESIDENT 1.00 X X 0 0 0 GREWELL DONALD A DO TRUSTEE 1.00 X 0 0 0 HARADA KEVIN ARTHUR MD HILL COUNTY MEDICAL SOCIETY 1.00 X 0 0 0 HARRISON ALEXIS MD MS TRUSTEE 1.00 X 0 0 0 HARROP CARA J MD MEMBER-AT-LARGE 1.00 X 0 0 0 HOFFMAN THOMAS R MD TRUSTEE 1.00 X 0 0 0 LEPAGE AMY MD TRUSTEE 1.00 X 0 0 0 LINTON JACQUELINE R MD TRUSTEE 1.00 X 0 0 0 LOGE ANNA S MD MEMBER-AT-LARGE 1.00 X 0 0 0 LUEM CARL D MD TRUSTEE 1.00 X 0 0 0 MARGARISMELCHISEDEK L MD TRUSTEE 1.00 X 0 0 0 MENTEL MARC C DO TRUSTEE 1.00 X 0 0 0 MIDDLETON JULIA C MD DELEGATE ELECT - YPS 1.00 X 0 0 0 MILLER LEAH ANN MD TRUSTEE 1.00 X 0 0 0 MORGANSARAH F MD PRESIDENT 1.00 X X 0 0 0 NOWAK DIANE P MD TRUSTEE 1.00 X 0 0 0 OLDS CRISTEN E MD TRUSTEE 1.00 X 0 0 0 ORMEDENNY C DO IMMEDIATE PAST PRESIDENT 1.00 X X 13500 0 0 OZOG MARK F MD TRUSTEE 1.00 X 0 0 0 PARK DAVID J DO TRUSTEE 1.00 X 0 0 0 PERSER KAREN MD TRUSTEE 1.00 X 0 0 0 PIERCE EDWARD L MD TRUSTEE 1.00 X 0 0 0 POPWELL JR RICHARD E MD TRUSTEE 1.00 X 0 0 0 QUIRK JR JAMES H MD TRUSTEE 1.00 X 0 0 0 RIDDLE TANYA N MD TRUSTEE 1.00 X 0 0 0 ROBERTSON BRUCE J MD TRUSTEE 1.00 X 0 0 0 SAMUEL ELAINE S MD TRUSTEE 1.00 X 0 0 0 SAUNDERS SHAE E MD TRUSTEE 1.00 X 0 0 0 SISE ROBERT G MD MBS MPH TRUSTEE 1.00 X 0 0 0 SPINELLI MICHAEL H MD TRUSTEE 1.00 X 0 0 0 SPURZEM GABRIELLE MEDICAL STUDENT REPRESENTATIVE 1.00 X 0 0 0 TAYLOR JAY D MD TRUSTEE 1.00 X 0 0 0 TEMPORAL MICHAEL P MD ALTERNATE DELEGATE TO THE 1.00 X 0 0 0 THORSON TYLER J MD DELEGATE- YPS 1.00 X 0 0 0 WHITE CATHERINE M MD MEMBER-AT-LARGE 1.00 X 0 0 0 WILSON LAUREN S MD TRUSTEE 1.00 X 0 0 0 YATES SHAWNA M DO SECRETARY 1.00 X X 0 0 0 247859 0 24435 1 0 1 0 0 354289 133710 53000 3252 544251 PANEL ADMINISTRATION 621300 391770 391770 OTHER ADMINISTRATIVE F 621300 44257 44257 SIMULATION IN MOTION 621300 37500 37500 BIG SKY CARE CONNECT 621300 7500 7500 GEO MED SOCIETY FEE 621300 1514 1514 482541 18160 18160 40505 24313 16192 16192 16192 233675 238826 -5151 -5151 -5151 OTHER INCOME 621300 274653 274653 REVENUE FROM MEETINGS 621300 48710 48710 COPIES MADE 621300 7555 7555 2300 2300 333218 1389211 810608 0 34352 258909 176058 82851 449186 316140 133046 26925 17587 9338 30854 21479 9375 52093 37815 14278 28435 5743 22692 29524 6153 23371 120131 120131 7438 7438 13500 13500 33 33 16547 1007 15540 15059 1610 13449 36726 21059 15667 39998 39953 45 12236 12236 17392 17392 OTHER EXPENSES 71259 71259 PHYSICIANS LEADERSHIP 62413 62413 DUES AND SUBSCRIPTIONS 28884 15237 13647 PRINTING AND COPYING 24676 21238 3438 79994 23360 56634 1422212 971775 450437 0 769226 696911 111423 144365 70900 23869 4636 6894 937268 712805 220662 224463 439059 511843 252 38 1616158 1608383 150958 112941 182210 183720 310 4210 333478 300871 X 1055394 1058402 227286 249110 1282680 1307512 1616158 1608383 X -33001 57861 -28 X 0 1 X 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 340576 120131 120131 34058 86073 110700 110700 299300 299300 0 406504 297554 108950 120764 115951 4813 224463 RBC WEALTH MANAGEMENT INVESTMENT 380773 F RBC FOCUS ACCOUNT INVESTMENT 131070 F 511843 LEASE SECURITY DEPOSIT 4210 4210 X X X 0 0 0 BRANSCUM JEAN CEO 209359 0 25000 0 0 0 23448 0 987 0 258794 0 0 0 FORM 990, PART VI, SECTION A, LINE 6 THE ORGANIZATION HAS MEMBERS. FORM 990, PART VI, SECTION B, LINE 11B THE RETURN WILL BE REVIEWED BY THE BOARD OF TRUSTEES BEFORE BEING FILED. FORM 990, PART VI, SECTION B, LINE 12C THE ASSOCIATION MONITORS CONFLICTS AT LEAST ANNUALLY. FORM 990, PART VI, SECTION B, LINE 15A THE EXECUTIVE COMMITTEE REGULARLY REVIEWS THE CHIEF EXECUTIVE OFFICER'S PERFORMANCE AND DETERMINES THE SALARY FOR THE POSITION AND ANY BONUSES AND/OR INCREASES IN PAY. THEY LOOK AT THE PAY OF COMPARABLE POSITIONS AT OTHER MEDICAL ASSOCIATIONS IN SURROUNDING STATES. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE UPON REQUEST. FORM 990, PART XI, LINE 9: NET ASSET ADJUSTMENT -28. MONTANA MEDICAL ASSOCIATION FOUNDATION 2021 11TH AVENUE HELENA MT 59601 463696068 TO SUPPORT THE ACTIVITIES OF THE MONTANA MEDICAL ASSOCIATION MT 501(C)(3) LINE 10 0 BIG SKY CARE CONNECT 2021 11TH AVENUE HELENA MT 59601 825373235 FOR ADMIN SERVICES AND SHARED PERSONNEL MT 501(C)(3) LINE 10 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 MONTANA MEDICAL ASSOCIATION FOUNDATION C 138171 CASH BIG SKY CARE CONNECT L 7500 CASH