Civic Intelligence

Hpmpt Sponsor Organization Inc

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.

PO Box 9406Missoula, MT 59807

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

53rd percentile

0.01x

Higher debt load relative to assets than 53% of similar nonprofits.

501(c)4 • $500k-$1M nonprofits • Source year 2024

Liabilities / Revenue

52nd percentile

0.02x

Higher debt load relative to revenue than 52% of similar nonprofits.

501(c)4 • $500k-$1M nonprofits • Source year 2024

Net Margin

46th percentile

4.0%

Higher net margin than 46% of similar nonprofits.

501(c)4 • $500k-$1M nonprofits • Source year 2024

Top Officer Pay

95th percentile

$167,178

Higher top officer pay than 95% of similar nonprofits.

Top officer pay equals 25.0% of source-year revenue.

501(c)4 • $500k-$1M nonprofits • Source year 2024

Asset Growth

59th percentile

6.5%

Faster asset growth than 59% of similar nonprofits.

501(c)4 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Revenue Growth

52nd percentile

6.6%

Faster revenue growth than 52% of similar nonprofits.

501(c)4 • $500k-$1M nonprofits • Annualized from 2023 to 2024

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

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$800K$600K$400K$200K$0Assets 2014: $59,721Liabilities 2014: $11,240Net Assets 2014: $48,4812014Assets 2015: $196,620Liabilities 2015: $13,140Net Assets 2015: $183,4802015Assets 2016: $307,755Liabilities 2016: $9,062Net Assets 2016: $298,6932016Assets 2017: $358,937Liabilities 2017: $38,368Net Assets 2017: $320,5692017Assets 2018: $431,993Liabilities 2018: $7,487Net Assets 2018: $424,5062018Assets 2019: $473,602Liabilities 2019: $10,503Net Assets 2019: $463,0992019Assets 2021: $654,882Liabilities 2021: $6,617Net Assets 2021: $648,2652021Assets 2022: $651,941Liabilities 2022: $13,120Net Assets 2022: $638,8212022Assets 2023: $708,775Liabilities 2023: $10,633Net Assets 2023: $698,1422023Assets 2024: $755,011Liabilities 2024: $10,122Net Assets 2024: $744,8892024

Highlighted filing

2024

Assets$755,011
Liabilities$10,122
Net Assets$744,889

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$800K$600K$400K$200K$0Revenue 2014: $272,783Expenses 2014: $192,358Net Income 2014: $80,4252014Revenue 2015: $376,934Expenses 2015: $241,935Net Income 2015: $134,9992015Revenue 2016: $381,760Expenses 2016: $266,547Net Income 2016: $115,2132016Revenue 2017: $426,529Expenses 2017: $404,653Net Income 2017: $21,8762017Revenue 2018: $542,225Expenses 2018: $438,288Net Income 2018: $103,9372018Revenue 2019: $494,258Expenses 2019: $455,665Net Income 2019: $38,5932019Revenue 2021: $539,311Expenses 2021: $469,207Net Income 2021: $70,1042021Revenue 2022: $547,346Expenses 2022: $544,260Net Income 2022: $3,0862022Revenue 2023: $627,264Expenses 2023: $593,190Net Income 2023: $34,0742023Revenue 2024: $668,702Expenses 2024: $642,218Net Income 2024: $26,4842024

Highlighted filing

2024

Revenue$668,702
Expenses$642,218
Net Income$26,484

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Oct 15, 2025
Return Version
2024v5.2
Gross Receipts
$668,702
Mission and Program Overview

Mission

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").

Balance Sheet Detail
LineBeginningEndChange
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 Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$2,665$6,662$9,327
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Kandy JenkinsExecutive Director-$151,011$16,167$167,178
Joanna SellsFinance DirectorPT$109,290$13,457$122,747
Timothy J McInnis MDPresident/ChairmanPT$5,500-$5,500
Aimee Ameline DDSDirector-$5,500-$5,500
Daniel D ZimmermanVice President-$5,500-$5,500
John O'ConnorSecretary/Treasurer-$3,500-$3,500
Cara Harrop MDDirector From Aug 2024-$2,750-$2,750
Erin RudyDirector From Aug 2024-$2,750-$2,750
Dale Mortenson MDDirector Until June 2024-$2,000-$2,000
Orville Mann MDDirector-$1,500-$1,500

Highest Paid Contractors

ContractorServicesLocationCompensation
Vimly Benefit SolutionsEnrollment/Billing SoftwarePO Box 6, Mukilteo, WA 98275$103,947
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$651,480
Investment Income
$17,222
Other Revenue
$0
Change in Net Assets
$26,484
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
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

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
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
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, line 1A

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.

Form 990, Part VI, Section A, line 6

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.

Form 990, Part VI, Section A, line 7A

The organization's members have the authority to vote for the election of the directors.

Form 990, Part VI, Section B, line 11B

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.

Form 990, Part VI, Section B, line 12C

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.

Form 990, Part VI, Section C, line 19

The organization will make governing documents, conflict of interest policy, and financial statements available to the public upon request.

Filing and Contact Details

Filer

Filer Name
HPMPT Sponsor Organization Inc
EIN
45-2078503
Phone
4064434919
Address
PO Box 9406, Missoula, MT 59807

Signing Officer

Name
Kandy Jenkins
Title
Executive Director
Phone
4064434919
Signed
2025-10-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Kandy Jenkins
Formed
2011
Legal Domicile
Mt
Voting Board Members
7
Independent Board Members
7
Employees
3
Volunteers
0

Preparer

Firm
Eide Bailly LLP
Address
800 Nicollet Mall Ste 1300, Minneapolis, MN 55402-7033
Preparer
Deb Nelson CPA
Phone
6122536500
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IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1254716
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt25168
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0391596
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1254716
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt25168
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt012957
IRS990/PYOtherExpensesAmt0188184
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt0614307
IRS990/PYRevenuesLessExpensesAmt034074
IRS990/PYSalariesCompEmpBnftPaidAmt0405006
IRS990/PYTotalExpensesAmt0593190
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0627264
IRS990/ReconcilationRevenueExpnssAmt026484
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt0651480
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0698142
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0744889
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0269444
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0275235
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt02665
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt06662
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt09327
IRS990ScheduleD/TotalBookValueLandBuildingsAmt02665
IRS990ScheduleJ/AnyNonFixedPaymentsInd00
IRS990ScheduleJ/BoardOrCommitteeApprovalInd0X
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd00
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd00
IRS990ScheduleJ/CompensationCommitteeInd0X
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990ScheduleJ/InitialContractExceptionInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt0151011
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt04530
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt011637
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0Kandy Jenkins
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0Executive Director
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt0167178
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt00
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd00
IRS990ScheduleJ/WrittenEmploymentContractInd0X
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0An 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/ExplanationTxt1The 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/ExplanationTxt2The organization's members have the authority to vote for the election of the directors.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3The 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/ExplanationTxt4Directors 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/ExplanationTxt5The organization will make governing documents, conflict of interest policy, and financial statements available to the public upon request.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section A, line 1a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section A, line 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section A, line 7a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Section B, line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part VI, Section B, line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990, Part VI, Section C, line 19
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0Health Professions of Montana Plan and Trust
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0711029753
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(c)(9)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0MT
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0Welfare Benefits
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt0PO Box 9406
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0Missoula
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0MT
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd059807
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd01
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd01
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0708775
IRS990/TotalAssetsEOYAmt0755011
IRS990/TotalAssetsGrp/BOYAmt0708775
IRS990/TotalAssetsGrp/EOYAmt0755011
IRS990/TotalCompGreaterThan150KInd01
IRS990/TotalEmployeeCnt03
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0250622
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0391596
IRS990/TotalFunctionalExpensesGrp/TotalAmt0642218
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt010633
IRS990/TotalLiabilitiesEOYAmt010122
IRS990/TotalLiabilitiesGrp/BOYAmt010633
IRS990/TotalLiabilitiesGrp/EOYAmt010122
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0698142
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0744889
IRS990/TotalOtherCompensationAmt029624
IRS990/TotalProgramServiceExpensesAmt0391596
IRS990/TotalProgramServiceRevenueAmt0651480
IRS990/TotalReportableCompFromOrgAmt0289301
IRS990/TotalRevenueGrp/ExclusionAmt017222
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0651480
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0668702
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0708775

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