Nonprofit · EIN 71-1029753
HEALTH PROFESSIONS OF MONTANA PLAN & TRUST
Tax-exempt · MISSOULA, MT 59807
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $15,584,098 | $15,378,272 | $205,826 | $5,828,668 | $150,401 | $5,678,267 |
| December 31, 2023 | 990 | $14,665,057 | $16,315,415 | -$1,650,358 | $5,436,940 | $101,206 | $5,335,734 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $15,411,092
- Investment income
- $173,006
- Net gain from sales of assets
- -$62,660
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $12,878,149
- Compensation of officers, directors and key employees
- $18,000
- Salaries, compensation and benefits (total)
- $18,000
- Professional fundraising fees
- $0
- Legal fees
- $60,000
- Accounting fees
- $116,908
Balance sheet and other
- Total assets, start of year
- $5,436,940
- Total assets, end of year
- $5,828,668
- Total liabilities, end of year
- $150,401
- Net assets, end of year
- $5,678,267
- Publicly traded securities
- $4,236,061
- Gross unrelated business income
- $171,083
- Gross receipts
- $16,838,218
- Employees
- 0
- Volunteers
- 4
- Year formed
- 2008
- 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 |
|---|---|---|---|---|
| J Bruce Robertson MD | Chairman Trustee or director, Officer | 5 | $18,000 | $0 |
| Timothy J McInnis MD | Trustee Trustee or director | 2 | $0 | $5,500 |
| Daniel Zimmerman | Trustee Trustee or director | 2 | $0 | $5,500 |
| John O'Connor | Trustee Trustee or director | 2 | $0 | $3,500 |
| Orville Mann MD | Trustee Trustee or director | 2 | $0 | $1,500 |
990 for the year ended December 31, 2023: 5 people
| Name | Title | Hours / week | Compensation | From related orgs |
|---|---|---|---|---|
| J Bruce Robertson MD | Chairman Trustee or director, Officer | 10 | $24,000 | $0 |
| Timothy J McInnis MD | Trustee Trustee or director | 2 | $0 | $5,500 |
| John O'Connor | Trustee Trustee or director | 2 | $0 | $3,500 |
| John Bisges MD | Trustee Trustee or director | 2 | $0 | $3,000 |
| Orville Mann MD | Trustee Trustee or director | 2 | $0 | $2,250 |
Address and contacts
- Address (IRS master file)
- PO BOX 9406, MISSOULA, MT 59807-9406
- In care of
- % MONTANA MEDICAL ASSOCIATION
- Principal officer (990 for 2024)
- J Bruce Robertson MD, PO Box 9406, Missoula, MT 59807
- Signed the 990
- Timothy J McInnis MD, Trustee
- Phone
- (406) 443-4919
- Website
- www.hpmpt.org
- Return prepared by
- Eide Bailly LLP
Mission
To be the primary choice for health benefits for health professions in Montana.
Program accomplishments
- This multiple employer welfare agreement was able to pay out $12,878,149 in health and welfare benefits to participants and beneficiaries this year. The Plan provides health benefits (medical, dental, vision and prescription) by self-funding which is re-insured with individual and aggregate stop-loss insurance coverage. The Plan provides continuation of coverage for health benefits for eligible groups as required under the Consolidated Omnibus Budget Reconciliation Act of 1985 (COBRA).
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
- 71-1029753
- Tax-exempt status
- 501(c)(9): Voluntary employees' beneficiary association
- Donations deductible
- No
- Exempt since
- 2013
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $5,828,668
- Income (IRS master file)
- $16,838,218
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $15,584,098 | $15,378,272 | $5,828,668 | XML |
| 990 | December 2023 | $14,665,057 | $16,315,415 | $5,436,940 | XML |
| 990 | December 2022 | $13,228,459 | $12,306,414 | $6,989,809 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | 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 71-1029753).
Questions about HEALTH PROFESSIONS OF MONTANA PLAN & TRUST
- What is the EIN of HEALTH PROFESSIONS OF MONTANA PLAN & TRUST?
- The employer identification number (EIN) of HEALTH PROFESSIONS OF MONTANA PLAN & TRUST is 71-1029753.
- Is HEALTH PROFESSIONS OF MONTANA PLAN & TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 2013.
- Are donations to HEALTH PROFESSIONS OF MONTANA PLAN & TRUST tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does HEALTH PROFESSIONS OF MONTANA PLAN & TRUST 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 HEALTH PROFESSIONS OF MONTANA PLAN & TRUST 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 HEALTH PROFESSIONS OF MONTANA PLAN & TRUST 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 HEALTH PROFESSIONS OF MONTANA PLAN & TRUST?
- The 990 for the year ended December 31, 2024 names J Bruce Robertson MD.
- Who are the officers and directors of HEALTH PROFESSIONS OF MONTANA PLAN & TRUST?
- The 990 for the year ended December 31, 2024 lists 5 people; 1 received compensation from the organization, the highest $18,000 (J Bruce Robertson MD, Chairman).
- How much revenue does HEALTH PROFESSIONS OF MONTANA PLAN & TRUST have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $15,584,098, expenses of $15,378,272 and total assets of $5,828,668 at year end.
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