Liabilities / Assets
53rd percentile
Higher debt load relative to assets than 53% of similar nonprofits.
EIN 45-2078503 • 501(c)4 • Missoula, MT
Profile
To engage in sponsor activities for the Health Professions of Montana Plan & Trust, which provides an assortment of benefits to eligible employees and dependents of employers in the healthcare industry in Montana.
Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.
Liabilities / Assets
53rd percentile
Higher debt load relative to assets than 53% of similar nonprofits.
Liabilities / Revenue
52nd percentile
Higher debt load relative to revenue than 52% of similar nonprofits.
Net Margin
46th percentile
Higher net margin than 46% of similar nonprofits.
Top Officer Pay
95th percentile
Higher top officer pay than 95% of similar nonprofits.
Top officer pay equals 25.0% of source-year revenue.
Asset Growth
59th percentile
Faster asset growth than 59% of similar nonprofits.
Revenue Growth
52nd percentile
Faster revenue growth than 52% of similar nonprofits.
Assets
Up$755,011
Up $46,236 (+6.5%) from 2023
Liabilities
Down$10,122
Down $511 (-4.8%) from 2023
Net Assets
Up$744,889
Up $46,747 (+6.7%) from 2023
Revenue
Up$668,702
Up $41,438 (+6.6%) from 2023
Expenses
Up$642,218
Up $49,028 (+8.3%) from 2023
Net Income
Down$26,484
Down $7,590 (-22%) from 2023
Most recent year
2024 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.
To engage in sponsor activities for the Montana Medical Association Health Care Plan and Trust, which provides an assortment of benefits to members of the Montana Medical Association and their families.
To sponsor the Health Professions of Montana Plan and Trust (The "HPMPT").
| Line | Beginning | End | Change |
|---|---|---|---|
| Assets | |||
| Rtn Earn Endowment Incm Other Fnds | $698,142 | $744,889 | ▲ $46,747 |
| Investments in Publicly Traded Securities | $421,528 | $452,690 | ▲ $31,162 |
| Savings and Temporary Cash Investments | $269,444 | $275,235 | ▲ $5,791 |
| Accounts Receivable | $7,003 | $18,038 | ▲ $11,035 |
| Prepaid Expenses and Deferred Charges | $6,678 | $6,383 | ▼ $295 |
| Land, Buildings, and Equipment, Net | $4,122 | $2,665 | ▼ $1,457 |
| Pd in Cap Srpls Land Bldg Eqp Fund | $0 | $0 | → $0 |
| Cap Stk Tr Prin Current Funds | $0 | $0 | → $0 |
| Total Assets | $708,775 | $755,011 | ▲ $46,236 |
| Liabilities | |||
| Accounts Payable and Accrued Expenses | $10,633 | $10,122 | ▼ $511 |
| Total Liabilities | $10,633 | $10,122 | ▼ $511 |
| Net Assets / Fund Balance | |||
| Total Net Assets Fund Balance | $698,142 | $744,889 | ▲ $46,747 |
| Total Liabilities and Net Assets / Fund Balance | $708,775 | $755,011 | ▲ $46,236 |
| Asset | Book Value | Depreciation | Basis |
|---|---|---|---|
| Other Land Buildings | $2,665 | $6,662 | $9,327 |
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| Kandy Jenkins | Executive Director | - | $151,011 | $16,167 | $167,178 |
| Joanna Sells | Finance Director | PT | $109,290 | $13,457 | $122,747 |
| Timothy J McInnis MD | President/Chairman | PT | $5,500 | - | $5,500 |
| Aimee Ameline DDS | Director | - | $5,500 | - | $5,500 |
| Daniel D Zimmerman | Vice President | - | $5,500 | - | $5,500 |
| John O'Connor | Secretary/Treasurer | - | $3,500 | - | $3,500 |
| Cara Harrop MD | Director From Aug 2024 | - | $2,750 | - | $2,750 |
| Erin Rudy | Director From Aug 2024 | - | $2,750 | - | $2,750 |
| Dale Mortenson MD | Director Until June 2024 | - | $2,000 | - | $2,000 |
| Orville Mann MD | Director | - | $1,500 | - | $1,500 |
| Contractor | Services | Location | Compensation |
|---|---|---|---|
| Vimly Benefit Solutions | Enrollment/Billing Software | PO Box 6, Mukilteo, WA 98275 | $103,947 |
| Line Item | Amount |
|---|---|
| Salaries, Compensation, and Employee Benefits | $456,094 |
| Other Expenses | $186,124 |
| Grants and Similar Amounts Paid | $0 |
| Professional Fundraising Fees | $0 |
| Total Fundraising Expense | $0 |
| Line Item | Program | Management | Fundraising | Total |
|---|---|---|---|---|
| Current Officers, Directors, Trustees, and Key Employees | $229,136 | $89,790 | - | $318,926 |
| Information Technology | $77,960 | $25,987 | - | $103,947 |
| Other Salaries and Wages | $42,611 | $34,802 | - | $77,413 |
| Other Employee Benefits | - | $30,076 | - | $30,076 |
| Payroll Taxes | $22,593 | $5,715 | - | $28,308 |
| Office Expenses | $11,341 | $11,341 | - | $22,682 |
| Travel | $6,732 | $10,933 | - | $17,665 |
| Advertising | - | $8,915 | - | $8,915 |
| Insurance | - | $7,948 | - | $7,948 |
| Other Expenses | - | $4,583 | - | $4,583 |
| Fees for Services Accounting | - | $2,835 | - | $2,835 |
| Fees for Service Investment Mgmnt Fees | - | $1,565 | - | $1,565 |
| Depreciation Depletion | - | $1,457 | - | $1,457 |
| Pension Plan Contributions | $1,223 | $148 | - | $1,371 |
| Total Functional Expenses | $391,596 | $250,622 | $0 | $642,218 |
| Line Item | Amount |
|---|---|
| Professional Fundraising Fees | $0 |
“An Executive Committee consisting of the President, Vice President, Secretary, and Treasurer of the board shall have the powers to act as the Board of Directors from time to time. The powers exercised by the Executive Committee shall be reported on and, if necessary, ratified by the Board at the next following Board meeting.”
“The bylaws for the organization provide for one class of membership, comprised of any organizations or entities, that are subscribers by virtue of executing a subscriber agreement with the Health Professions of Montana Plan and Trust, unless they resign.”
“The organization's members have the authority to vote for the election of the directors.”
“The Form 990 is reviewed by the Finance Director and Executive Director and sent to each board member prior to filing. The Executive Director is authorized to sign the Form 990.”
“Directors shall disclose potential conflicts of interest to the Board of Directors for consideration. The organization's conflict of interest policy provides general principles instructing when and how to disclose conflicts and recuse or abstain from discussion and voting.”
“The organization will make governing documents, conflict of interest policy, and financial statements available to the public upon request.”
This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.
| Path | # | Value |
|---|---|---|
| IRS990/AccountantCompileOrReviewInd | 0 | 0 |
| IRS990/AccountsPayableAccrExpnssGrp/BOYAmt | 0 | 10633 |
| IRS990/AccountsPayableAccrExpnssGrp/EOYAmt | 0 | 10122 |
| IRS990/AccountsReceivableGrp/BOYAmt | 0 | 7003 |
| IRS990/AccountsReceivableGrp/EOYAmt | 0 | 18038 |
| IRS990/ActivitiesConductedPrtshpInd | 0 | 0 |
| IRS990/ActivityOrMissionDesc | 0 | To sponsor the Health Professions of Montana Plan and Trust (The "HPMPT"). |
| IRS990/AdvertisingGrp/ManagementAndGeneralAmt | 0 | 8915 |
| IRS990/AdvertisingGrp/TotalAmt | 0 | 8915 |
| IRS990/AnnualDisclosureCoveredPrsnInd | 0 | 1 |
| IRS990/BackupWthldComplianceInd | 0 | 1 |
| IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt | 0 | Joanna Sells |
| IRS990/BooksInCareOfDetail/PhoneNum | 0 | 4064434919 |
| IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | PO Box 9406 |
| IRS990/BooksInCareOfDetail/USAddress/CityNm | 0 | Missoula |
| IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | MT |
| IRS990/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 59807 |
| IRS990/BusinessRlnWith35CtrlEntInd | 0 | 0 |
| IRS990/BusinessRlnWithFamMemInd | 0 | 0 |
| IRS990/BusinessRlnWithOrgMemInd | 0 | 0 |
| IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt | 0 | 0 |
| IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt | 0 | 0 |
| IRS990/ChangeToOrgDocumentsInd | 0 | 0 |
| IRS990/CntrctRcvdGreaterThan100KCnt | 0 | 1 |
| IRS990/CollectionsOfArtInd | 0 | 0 |
| IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt | 0 | 89790 |
| IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt | 0 | 229136 |
| IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt | 0 | 318926 |
| IRS990/CompensationFromOtherSrcsInd | 0 | 0 |
| IRS990/CompensationProcessCEOInd | 0 | 0 |
| IRS990/CompensationProcessOtherInd | 0 | 0 |
| IRS990/ConflictOfInterestPolicyInd | 0 | 1 |
| IRS990/ConservationEasementsInd | 0 | 0 |
| IRS990/ConsolidatedAuditFinclStmtInd | 0 | 0 |
| IRS990/ContractorCompensationGrp/CompensationAmt | 0 | 103947 |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt | 0 | PO Box 6 |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm | 0 | Mukilteo |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd | 0 | WA |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd | 0 | 98275 |
| IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt | 0 | Vimly Benefit Solutions |
| IRS990/ContractorCompensationGrp/ServicesDesc | 0 | Enrollment/Billing Software |
| IRS990/CreditCounselingInd | 0 | 0 |
| IRS990/CYBenefitsPaidToMembersAmt | 0 | 0 |
| IRS990/CYContributionsGrantsAmt | 0 | 0 |
| IRS990/CYGrantsAndSimilarPaidAmt | 0 | 0 |
| IRS990/CYInvestmentIncomeAmt | 0 | 17222 |
| IRS990/CYOtherExpensesAmt | 0 | 186124 |
| IRS990/CYOtherRevenueAmt | 0 | 0 |
| IRS990/CYProgramServiceRevenueAmt | 0 | 651480 |
| IRS990/CYRevenuesLessExpensesAmt | 0 | 26484 |
| IRS990/CYSalariesCompEmpBnftPaidAmt | 0 | 456094 |
| IRS990/CYTotalExpensesAmt | 0 | 642218 |
| IRS990/CYTotalFundraisingExpenseAmt | 0 | 0 |
| IRS990/CYTotalProfFndrsngExpnsAmt | 0 | 0 |
| IRS990/CYTotalRevenueAmt | 0 | 668702 |
| IRS990/DecisionsSubjectToApprovaInd | 0 | 0 |
| IRS990/DeductibleArtContributionInd | 0 | 0 |
| IRS990/DeductibleNonCashContriInd | 0 | 0 |
| IRS990/DelegationOfMgmtDutiesInd | 0 | 0 |
| IRS990/DepreciationDepletionGrp/ManagementAndGeneralAmt | 0 | 1457 |
| IRS990/DepreciationDepletionGrp/TotalAmt | 0 | 1457 |
| IRS990/Desc | 0 | The sponsor activities performed for the Health Professions of Montana Plan and Trust included improvements and restatements for employer group subscriber agreements and adoption agreements. Other sponsor activities were for the purposes of marketing the plan to new employer groups. |
| IRS990/DescribedInSection501c3Ind | 0 | 0 |
| IRS990/DisregardedEntityInd | 0 | 0 |
| IRS990/DocumentRetentionPolicyInd | 0 | 1 |
| IRS990/DonorAdvisedFundInd | 0 | 0 |
| IRS990/DonorRstrOrQuasiEndowmentsInd | 0 | 0 |
| IRS990/ElectionOfBoardMembersInd | 0 | 1 |
| IRS990/EmployeeCnt | 0 | 3 |
| IRS990/EmploymentTaxReturnsFiledInd | 0 | 1 |
| IRS990/EngagedInExcessBenefitTransInd | 0 | 0 |
| IRS990/ExpenseAmt | 0 | 391596 |
| IRS990/FamilyOrBusinessRlnInd | 0 | 0 |
| IRS990/FederalGrantAuditRequiredInd | 0 | 0 |
| IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt | 0 | 2835 |
| IRS990/FeesForServicesAccountingGrp/TotalAmt | 0 | 2835 |
| IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt | 0 | 1565 |
| IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt | 0 | 1565 |
| IRS990/ForeignActivitiesInd | 0 | 0 |
| IRS990/ForeignFinancialAccountInd | 0 | 0 |
| IRS990/ForeignOfficeInd | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 0 | 0.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 1 | 2.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 2 | 2.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 3 | 0.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 4 | 2.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 5 | 2.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 6 | 0.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 7 | 0.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 8 | 33.75 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 9 | 26.25 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 0 | 2.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 1 | 2.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 2 | 2.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 3 | 2.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 4 | 5.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 5 | 2.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 6 | 2.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 7 | 2.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 8 | 3.75 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 9 | 11.25 |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 0 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 1 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 2 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 3 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 4 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 5 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 6 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 7 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 0 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 1 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 2 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 3 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 4 | X |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 1 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 2 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 3 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 4 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 5 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 6 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 7 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 8 | 16167 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 9 | 13457 |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 0 | Dale Mortenson MD |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 1 | Daniel D Zimmerman |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 2 | Orville Mann MD |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 3 | Aimee Ameline DDS |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 4 | Timothy J McInnis MD |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 5 | John O'Connor |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 6 | Cara Harrop MD |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 7 | Erin Rudy |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 8 | Kandy Jenkins |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 9 | Joanna Sells |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 0 | 2000 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 1 | 5500 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 2 | 1500 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 3 | 5500 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 4 | 5500 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 5 | 3500 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 6 | 2750 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 7 | 2750 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 8 | 151011 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 9 | 109290 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 1 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 2 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 3 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 4 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 5 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 6 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 7 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 8 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 9 | 0 |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 0 | Director Until June 2024 |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 1 | Vice President |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 2 | Director |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 3 | Director |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 4 | President/Chairman |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 5 | Secretary/Treasurer |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 6 | Director From Aug 2024 |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 7 | Director From Aug 2024 |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 8 | Executive Director |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 9 | Finance Director |
| IRS990/Form990ProvidedToGvrnBodyInd | 0 | 1 |
| IRS990/FormationYr | 0 | 2011 |
| IRS990/FormerOfcrEmployeesListedInd | 0 | 0 |
| IRS990/FSAuditedInd | 0 | 0 |
| IRS990/FundraisingActivitiesInd | 0 | 0 |
| IRS990/GamingActivitiesInd | 0 | 0 |
| IRS990/GoverningBodyVotingMembersCnt | 0 | 7 |
| IRS990/GrantsToIndividualsInd | 0 | 0 |
| IRS990/GrantsToOrganizationsInd | 0 | 0 |
| IRS990/GrantToRelatedPersonInd | 0 | 0 |
| IRS990/GrossReceiptsAmt | 0 | 668702 |
| IRS990/GroupReturnForAffiliatesInd | 0 | 0 |
| IRS990/IncludeFIN48FootnoteInd | 0 | 0 |
| IRS990/IndependentAuditFinclStmtInd | 0 | 0 |
| IRS990/IndependentVotingMemberCnt | 0 | 7 |
| IRS990/IndivRcvdGreaterThan100KCnt | 0 | 2 |
| IRS990/IndoorTanningServicesInd | 0 | 0 |
| IRS990/InfoInScheduleOPartVIInd | 0 | X |
| IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt | 0 | 25987 |
| IRS990/InformationTechnologyGrp/ProgramServicesAmt | 0 | 77960 |
| IRS990/InformationTechnologyGrp/TotalAmt | 0 | 103947 |
| IRS990/InsuranceGrp/ManagementAndGeneralAmt | 0 | 7948 |
| IRS990/InsuranceGrp/TotalAmt | 0 | 7948 |
| IRS990/InvestmentIncomeGrp/ExclusionAmt | 0 | 17222 |
| IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt | 0 | 17222 |
| IRS990/InvestmentInJointVentureInd | 0 | 0 |
| IRS990/InvestmentsPubTradedSecGrp/BOYAmt | 0 | 421528 |
| IRS990/InvestmentsPubTradedSecGrp/EOYAmt | 0 | 452690 |
| IRS990/IRPDocumentCnt | 0 | 8 |
| IRS990/IRPDocumentW2GCnt | 0 | 0 |
| IRS990/LandBldgEquipAccumDeprecAmt | 0 | 6662 |
| IRS990/LandBldgEquipBasisNetGrp/BOYAmt | 0 | 4122 |
| IRS990/LandBldgEquipBasisNetGrp/EOYAmt | 0 | 2665 |
| IRS990/LandBldgEquipCostOrOtherBssAmt | 0 | 9327 |
| IRS990/LegalDomicileStateCd | 0 | MT |
| IRS990/LoanOutstandingInd | 0 | 0 |
| IRS990/LocalChaptersInd | 0 | 0 |
| IRS990/MaterialDiversionOrMisuseInd | 0 | 0 |
| IRS990/MembersOrStockholdersInd | 0 | 1 |
| IRS990/MethodOfAccountingAccrualInd | 0 | X |
| IRS990/MinutesOfCommitteesInd | 0 | 1 |
| IRS990/MinutesOfGoverningBodyInd | 0 | 1 |
| IRS990/MissionDesc | 0 | To engage in sponsor activities for the Health Professions of Montana Plan & Trust, which provides an assortment of benefits to eligible employees and dependents of employers in the healthcare industry in Montana. |
| IRS990/MoreThan5000KToIndividualsInd | 0 | 0 |
| IRS990/MoreThan5000KToOrgInd | 0 | 0 |
| IRS990/NetAssetsOrFundBalancesBOYAmt | 0 | 698142 |
| IRS990/NetAssetsOrFundBalancesEOYAmt | 0 | 744889 |
| IRS990/NetUnrelatedBusTxblIncmAmt | 0 | 0 |
| IRS990/NetUnrlzdGainsLossesInvstAmt | 0 | 20263 |
| IRS990/NondeductibleContributionsInd | 0 | 0 |
| IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt | 0 | 11341 |
| IRS990/OfficeExpensesGrp/ProgramServicesAmt | 0 | 11341 |
| IRS990/OfficeExpensesGrp/TotalAmt | 0 | 22682 |
| IRS990/OfficerMailingAddressInd | 0 | 0 |
| IRS990/OperateHospitalInd | 0 | 0 |
| IRS990/Organization501cInd | 0 | X |
| IRS990/OrgDoesNotFollowFASB117Ind | 0 | X |
| IRS990/OtherChangesInNetAssetsAmt | 0 | 0 |
| IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt | 0 | 30076 |
| IRS990/OtherEmployeeBenefitsGrp/TotalAmt | 0 | 30076 |
| IRS990/OtherExpensesGrp/Desc | 0 | Misc Expenses |
| IRS990/OtherExpensesGrp/Desc | 1 | Meetings/Education/Conf |
| IRS990/OtherExpensesGrp/ManagementAndGeneralAmt | 0 | 14527 |
| IRS990/OtherExpensesGrp/ManagementAndGeneralAmt | 1 | 4583 |
| IRS990/OtherExpensesGrp/TotalAmt | 0 | 14527 |
| IRS990/OtherExpensesGrp/TotalAmt | 1 | 4583 |
| IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt | 0 | 34802 |
| IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt | 0 | 42611 |
| IRS990/OtherSalariesAndWagesGrp/TotalAmt | 0 | 77413 |
| IRS990/PartialLiquidationInd | 0 | 0 |
| IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt | 0 | 5715 |
| IRS990/PayrollTaxesGrp/ProgramServicesAmt | 0 | 22593 |
| IRS990/PayrollTaxesGrp/TotalAmt | 0 | 28308 |
| IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt | 0 | 0 |
| IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt | 0 | 0 |
| IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt | 0 | 148 |
| IRS990/PensionPlanContributionsGrp/ProgramServicesAmt | 0 | 1223 |
| IRS990/PensionPlanContributionsGrp/TotalAmt | 0 | 1371 |
| IRS990/PoliticalCampaignActyInd | 0 | 0 |
| IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt | 0 | 6678 |
| IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt | 0 | 6383 |
| IRS990/PrincipalOfficerNm | 0 | Kandy Jenkins |
| IRS990/ProfessionalFundraisingInd | 0 | 0 |
| IRS990/ProgramServiceRevenueGrp/BusinessCd | 0 | 900099 |
| IRS990/ProgramServiceRevenueGrp/BusinessCd | 1 | 525100 |
| IRS990/ProgramServiceRevenueGrp/BusinessCd | 2 | 900099 |
| IRS990/ProgramServiceRevenueGrp/Desc | 0 | Admin Outreach |
| IRS990/ProgramServiceRevenueGrp/Desc | 1 | Service Fees |
| IRS990/ProgramServiceRevenueGrp/Desc | 2 | Other Program Income |
| IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt | 0 | 391596 |
| IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt | 1 | 254716 |
| IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt | 2 | 5168 |
| IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt | 0 | 391596 |
| IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt | 1 | 254716 |
| IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt | 2 | 5168 |
| IRS990/ProhibitedTaxShelterTransInd | 0 | 0 |
| IRS990/PYBenefitsPaidToMembersAmt | 0 | 0 |
| IRS990/PYContributionsGrantsAmt | 0 | 0 |
| IRS990/PYExcessBenefitTransInd | 0 | 0 |
| IRS990/PYGrantsAndSimilarPaidAmt | 0 | 0 |
| IRS990/PYInvestmentIncomeAmt | 0 | 12957 |
| IRS990/PYOtherExpensesAmt | 0 | 188184 |
| IRS990/PYOtherRevenueAmt | 0 | 0 |
| IRS990/PYProgramServiceRevenueAmt | 0 | 614307 |
| IRS990/PYRevenuesLessExpensesAmt | 0 | 34074 |
| IRS990/PYSalariesCompEmpBnftPaidAmt | 0 | 405006 |
| IRS990/PYTotalExpensesAmt | 0 | 593190 |
| IRS990/PYTotalProfFndrsngExpnsAmt | 0 | 0 |
| IRS990/PYTotalRevenueAmt | 0 | 627264 |
| IRS990/ReconcilationRevenueExpnssAmt | 0 | 26484 |
| IRS990/RegularMonitoringEnfrcInd | 0 | 1 |
| IRS990/RelatedEntityInd | 0 | 1 |
| IRS990/RelatedOrganizationCtrlEntInd | 0 | 0 |
| IRS990/ReportInvestmentsOtherSecInd | 0 | 0 |
| IRS990/ReportLandBuildingEquipmentInd | 0 | 1 |
| IRS990/ReportOtherAssetsInd | 0 | 0 |
| IRS990/ReportOtherLiabilitiesInd | 0 | 0 |
| IRS990/ReportProgramRelatedInvstInd | 0 | 0 |
| IRS990/RevenueAmt | 0 | 651480 |
| IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt | 0 | 698142 |
| IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt | 0 | 744889 |
| IRS990/SavingsAndTempCashInvstGrp/BOYAmt | 0 | 269444 |
| IRS990/SavingsAndTempCashInvstGrp/EOYAmt | 0 | 275235 |
| IRS990/ScheduleBRequiredInd | 0 | 0 |
| IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt | 0 | 2665 |
| IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt | 0 | 6662 |
| IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt | 0 | 9327 |
| IRS990ScheduleD/TotalBookValueLandBuildingsAmt | 0 | 2665 |
| IRS990ScheduleJ/AnyNonFixedPaymentsInd | 0 | 0 |
| IRS990ScheduleJ/BoardOrCommitteeApprovalInd | 0 | X |
| IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd | 0 | 0 |
| IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd | 0 | 0 |
| IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd | 0 | 0 |
| IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd | 0 | 0 |
| IRS990ScheduleJ/CompensationCommitteeInd | 0 | X |
| IRS990ScheduleJ/EquityBasedCompArrngmInd | 0 | 0 |
| IRS990ScheduleJ/InitialContractExceptionInd | 0 | 0 |
| IRS990/ScheduleJRequiredInd | 0 | 1 |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt | 0 | 151011 |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount | 0 | 0 |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt | 0 | 0 |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt | 0 | 0 |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt | 0 | 0 |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt | 0 | 0 |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt | 0 | 4530 |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt | 0 | 0 |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt | 0 | 11637 |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt | 0 | 0 |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt | 0 | 0 |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt | 0 | 0 |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm | 0 | Kandy Jenkins |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt | 0 | Executive Director |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt | 0 | 167178 |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt | 0 | 0 |
| IRS990ScheduleJ/SeverancePaymentInd | 0 | 0 |
| IRS990ScheduleJ/SupplementalNonqualRtrPlanInd | 0 | 0 |
| IRS990ScheduleJ/WrittenEmploymentContractInd | 0 | X |
| IRS990/ScheduleORequiredInd | 0 | 1 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | An Executive Committee consisting of the President, Vice President, Secretary, and Treasurer of the board shall have the powers to act as the Board of Directors from time to time. The powers exercised by the Executive Committee shall be reported on and, if necessary, ratified by the Board at the next following Board meeting. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | The bylaws for the organization provide for one class of membership, comprised of any organizations or entities, that are subscribers by virtue of executing a subscriber agreement with the Health Professions of Montana Plan and Trust, unless they resign. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | The organization's members have the authority to vote for the election of the directors. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 3 | The Form 990 is reviewed by the Finance Director and Executive Director and sent to each board member prior to filing. The Executive Director is authorized to sign the Form 990. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 4 | Directors shall disclose potential conflicts of interest to the Board of Directors for consideration. The organization's conflict of interest policy provides general principles instructing when and how to disclose conflicts and recuse or abstain from discussion and voting. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 5 | The organization will make governing documents, conflict of interest policy, and financial statements available to the public upon request. |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | Form 990, Part VI, Section A, line 1a |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | Form 990, Part VI, Section A, line 6 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | Form 990, Part VI, Section A, line 7a |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 3 | Form 990, Part VI, Section B, line 11b |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 4 | Form 990, Part VI, Section B, line 12c |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 5 | Form 990, Part VI, Section C, line 19 |
| IRS990ScheduleR/AssetExchangeInd | 0 | 0 |
| IRS990ScheduleR/AssetPurchaseFromOtherOrgInd | 0 | 0 |
| IRS990ScheduleR/AssetSaleToOtherOrgInd | 0 | 0 |
| IRS990ScheduleR/DivRelatedOrganizationInd | 0 | 0 |
| IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd | 0 | 0 |
| IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd | 0 | 0 |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd | 0 | 0 |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd | 0 | N/A |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt | 0 | Health Professions of Montana Plan and Trust |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN | 0 | 711029753 |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt | 0 | 501(c)(9) |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd | 0 | MT |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt | 0 | Welfare Benefits |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt | 0 | PO Box 9406 |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm | 0 | Missoula |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd | 0 | MT |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd | 0 | 59807 |
| IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd | 0 | 0 |
| IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd | 0 | 0 |
| IRS990ScheduleR/PaidEmployeesSharingInd | 0 | 0 |
| IRS990ScheduleR/PerformOfServicesByOtherOrgInd | 0 | 1 |
| IRS990ScheduleR/PerformOfServicesForOthOrgInd | 0 | 0 |
| IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd | 0 | 0 |
| IRS990ScheduleR/ReimbursementPaidByOtherOrgInd | 0 | 1 |
| IRS990ScheduleR/ReimbursementPaidToOtherOrgInd | 0 | 0 |
| IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd | 0 | 0 |
| IRS990ScheduleR/RentalOfFcltsFromOthOrgInd | 0 | 0 |
| IRS990ScheduleR/SharingOfFacilitiesInd | 0 | 0 |
| IRS990ScheduleR/TransferFromOtherOrgInd | 0 | 0 |
| IRS990ScheduleR/TransferToOtherOrgInd | 0 | 0 |
| IRS990/SchoolOperatingInd | 0 | 0 |
| IRS990/SignificantChangeInd | 0 | 0 |
| IRS990/SignificantNewProgramSrvcInd | 0 | 0 |
| IRS990/SubjectToExcsTaxNetInvstIncInd | 0 | 0 |
| IRS990/SubjectToProxyTaxInd | 0 | 0 |
| IRS990/SubjToTaxRmnrtnExPrchtPymtInd | 0 | 0 |
| IRS990/TaxablePartyNotificationInd | 0 | 0 |
| IRS990/TaxExemptBondsInd | 0 | 0 |
| IRS990/TerminateOperationsInd | 0 | 0 |
| IRS990/TotalAssetsBOYAmt | 0 | 708775 |
| IRS990/TotalAssetsEOYAmt | 0 | 755011 |
| IRS990/TotalAssetsGrp/BOYAmt | 0 | 708775 |
| IRS990/TotalAssetsGrp/EOYAmt | 0 | 755011 |
| IRS990/TotalCompGreaterThan150KInd | 0 | 1 |
| IRS990/TotalEmployeeCnt | 0 | 3 |
| IRS990/TotalFunctionalExpensesGrp/FundraisingAmt | 0 | 0 |
| IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt | 0 | 250622 |
| IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt | 0 | 391596 |
| IRS990/TotalFunctionalExpensesGrp/TotalAmt | 0 | 642218 |
| IRS990/TotalGrossUBIAmt | 0 | 0 |
| IRS990/TotalLiabilitiesBOYAmt | 0 | 10633 |
| IRS990/TotalLiabilitiesEOYAmt | 0 | 10122 |
| IRS990/TotalLiabilitiesGrp/BOYAmt | 0 | 10633 |
| IRS990/TotalLiabilitiesGrp/EOYAmt | 0 | 10122 |
| IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt | 0 | 698142 |
| IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt | 0 | 744889 |
| IRS990/TotalOtherCompensationAmt | 0 | 29624 |
| IRS990/TotalProgramServiceExpensesAmt | 0 | 391596 |
| IRS990/TotalProgramServiceRevenueAmt | 0 | 651480 |
| IRS990/TotalReportableCompFromOrgAmt | 0 | 289301 |
| IRS990/TotalRevenueGrp/ExclusionAmt | 0 | 17222 |
| IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt | 0 | 651480 |
| IRS990/TotalRevenueGrp/TotalRevenueColumnAmt | 0 | 668702 |
| IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt | 0 | 0 |
| IRS990/TotalVolunteersCnt | 0 | 0 |
| IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt | 0 | 708775 |
No mirrored PDF or thumbnail assets are attached yet.