HPMPT Sponsor Organization Inc

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2011

Legal Domicile

Principal Officer

Kandy Jenkins

Phone

4064434919

Tax Period

2023-01-01 to 2023-12-31

HPMPT Sponsor Organization Inc, founded in 2011, is a small nonprofit that reported $627K in total revenue in fiscal year 2023. Revenue grew 15% year-over-year, indicating healthy expansion. Expenses of $593K left a modest 5% surplus.

Mission

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.

Program Service Accomplishments

Program 1

Expenses: $365,697 Revenue: $614,307

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...

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.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $614,307

Investment Income $12,957

Other Revenue $0

TOTAL REVENUE $627,264

Expense Breakdown

Grants Paid $0

Salaries & Benefits $405,006

Fundraising Expenses $0

Program Expenses $365,697

Other Expenses $188,184

TOTAL EXPENSES $593,190

Year-over-Year Comparison

	2023	2022	Change
Revenue	$627,264	$547,346	+0.1%
Expenses	$593,190	$544,260	+0.1%
Net Income	$34,074	$3,086	+10.0%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

Volunteers

N/A

Governance Policies

✓ Conflict of Interest Policy

✓ Whistleblower Policy

✓ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$292,491

Total Directors

$26,750

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Timothy J McInnis MD	President/Chairman	5.00	Officer Director	$5,500	$0	$5,500
John O'Connor	Secretary/Treasurer	2.00	Officer Director	$3,500	$0	$3,500
Dale Mortenson MD	Director	2.00	Director	$3,500	$0	$3,500
Daniel D Zimmerman	Vice President	2.00	Officer Director	$5,500	$0	$5,500
Orville Mann MD	Director	2.00	Director	$2,250	$0	$2,250
John Bisges MD	Director	2.00	Director	$3,000	$0	$3,000
Aimee Ameline DDS	Director	2.00	Director	$3,500	$0	$3,500
Kandy Jenkins	Executive Director	3.75	Officer	$144,097	$14,873	$158,970
Joanna Sells	Finance Director	11.25	Officer	$103,737	$15,284	$119,021

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2024	No data	No data	No data	No data
2023	$627,264	$593,190	$708,775	$34,074
2022	$547,346	$544,260	$651,941	$3,086
2021	$539,311	$469,207	$654,882	$70,104
2019	$494,258	$455,665	$473,602	$38,593
2018	$542,225	$438,288	$431,993	$103,937