Public Charity

Health Professions of Montana Plan and Trust

Health Professions of Montana Plan and Trust, of Missoula, MT, is a Public Charity tracked in Imperigo's IRS 990 database. The 2024 filing shows $15.6M in revenue, $15.4M in expenses, $5.8M in total assets.

EIN: 711029753 Missoula, MT Latest filing: 2024
Total Revenue$15.6M
Total Expenses$15.4M
Total Assets$5.8M
Grant Records0
Filing Years2020–2024

Mission

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

Officers & Directors

Trustee Daniel Zimmerman
Chairman J Bruce Robertson Md
Trustee John O'connor
Trustee Orville Mann Md
Trustee Timothy J Mcinnis Md

Officer compensation and complete director data available with membership.

Financial Trends

Year Revenue Expenses Assets
2024 $15.6M $15.4M $5.8M
2023 $14.7M $16.3M $5.4M
2022 $13.2M $12.3M $7.0M
2020 $12.8M $11.3M $7.1M

Between 2020 and 2024, reported annual revenue grew from $12.8M to $15.6M (+21%), with total assets most recently reported at $5.8M.

Interactive year-over-year charts and full filing details available with membership.

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