Health Professions of Montana Plan and Trust (EIN 711029753) - Form 990 Financial Analysis & Trantor Score

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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

2008

Legal Domicile

Principal Officer

J Bruce Robertson MD

Phone

4064434919

Tax Period

2024-01-01 to 2024-12-31

Health Professions of Montana Plan and Trust, founded in 2008, is a mid-sized nonprofit that reported $15.6M in total revenue in fiscal year 2024.

Mission

To be the primary choice for health benefits for health professions in Montana.

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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 (2024)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $15,411,092

Investment Income $173,006

Other Revenue $0

TOTAL REVENUE $15,584,098

Expense Breakdown

Grants Paid $0

Salaries & Benefits $18,000

Fundraising Expenses $0

Other Expenses $2,482,123

TOTAL EXPENSES $15,378,272

Year-over-Year Comparison

	2024	2023	Change
Revenue	$15,584,098	$14,665,057	+0.1%
Expenses	$15,378,272	$16,315,415	-0.1%
Net Income	$205,826	$-1,650,358	-1.1%

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

N/A

Volunteers

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

$18,000

Total Directors

$34,000

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
J Bruce Robertson MD	Chairman	5.00	Officer Director	$18,000	$0	$18,000
Timothy J McInnis MD	Trustee	2.00	Director	$0	$0	$5,500
Orville Mann MD	Trustee	2.00	Director	$0	$0	$1,500
Daniel Zimmerman	Trustee	2.00	Director	$0	$0	$5,500
John O'Connor	Trustee	2.00	Director	$0	$0	$3,500

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	$15,584,098	$15,378,272	$5,828,668	$205,826
2023	$14,665,057	$16,315,415	$5,436,940	$-1,650,358
2022	$13,228,459	$12,306,414	$6,989,809	$922,045
2021	$13,149,680	$13,638,281	$6,400,850	$-488,601
2020	$12,838,050	$11,302,001	$7,055,109	$1,536,049

Health Professions of Montana Plan and Trust