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Nonprofiteer
← HPMPT Sponsor Organization Inc

Form 990 for tax year 2022

Filed by HPMPT Sponsor Organization Inc.

Totals

Total revenue
$547,346
Total expenses
$544,260
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$544,278
Investment income
$3,068
Other revenue
$0
Total assets, end of year
$651,941
Total liabilities, end of year
$13,120
Net assets or fund balances, end of year
$638,821
Program services expenses (Part IX)
$354,284
Management and general expenses
$189,976
Fundraising expenses
$0
Program service expenses (Part III)
$354,284

Program services were 65.1% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 2a · Program service revenue: Admin Outreach

    total $301,500 · related or exempt $301,500

  • 2b · Program service revenue: Service Fees

    total $242,778 · related or exempt $242,778

  • 3 · Investment income

    total $8,656 · excluded $8,656

  • 7b · Less cost or other basis and sales expenses

    securities $5,588

  • 7c · Gain or loss

    securities -$5,588

  • 7d · Net gain or loss

    total -$5,588 · excluded -$5,588

Functional expenses

Part IX, the statement of functional expenses.

  • 5 · Compensation of officers, directors and key employees

    total $309,603 · program services $180,195 · management and general $129,408

  • 7 · Other salaries and wages

    total $49,595 · program services $43,206 · management and general $6,389

  • 8 · Pension plan contributions

    total $1,488 · program services $1,488

  • 9 · Other employee benefits

    total $9,195 · management and general $9,195

  • 10 · Payroll taxes

    total $24,661 · program services $19,498 · management and general $5,163

  • 11c · Fees: accounting

    total $2,081 · management and general $2,081

  • 11f · Fees: investment management

    total $706 · management and general $706

  • 12 · Advertising and promotion

    total $4,450 · program services $4,450

  • 13 · Office expenses

    total $29,905 · program services $12,725 · management and general $17,180

  • 14 · Information technology

    total $62,818 · program services $62,818

  • 16 · Occupancy

    total $4,505 · program services $2,252 · management and general $2,253

  • 17 · Travel

    total $11,152 · program services $11,152

  • 22 · Depreciation, depletion and amortization

    total $1,831 · management and general $1,831

  • 23 · Insurance

    total $6,725 · management and general $6,725

  • 24e · All other expenses

    total $25,545 · program services $16,500 · management and general $9,045

Balance sheet

Part X, book values.

  • 2 · Savings and temporary cash investments

    beginning of year $646,514 · end of year $231,135

  • 4 · Accounts receivable

    beginning of year $2,911 · end of year $20,928

  • 9 · Prepaid expenses and deferred charges

    beginning of year $3,548 · end of year $7,492

  • 10a · Land, buildings and equipment: cost or other basis

    $9,155

  • 10b · Land, buildings and equipment: accumulated depreciation

    $4,802

  • 10c · Land, buildings and equipment, net

    beginning of year $1,909 · end of year $4,353

  • 11 · Investments: publicly traded securities

    end of year $388,033

  • 17 · Accounts payable and accrued expenses

    beginning of year $6,617 · end of year $13,120

  • 29 · Capital stock, trust principal or current funds

    beginning of year $0 · end of year $0

  • 30 · Paid-in or capital surplus, or land, building or equipment fund

    beginning of year $0 · end of year $0

  • 31 · Retained earnings, endowment or other funds

    beginning of year $648,265 · end of year $638,821

Mission and programs · 2022

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.

Activities or mission (Part I)

The corporation's purposes shall include, but not be limited to sponsoring the Health Professions of Montana Plan and Trust (The "HPMPT") by representing the interests of organizations in the healthcare industries eligible to subscribe to group health benefit programs through the HPMPT.

  • 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.

    Expenses $354,284 · Revenue $544,278

As filed on the 2022 return.

Listed in Part VII

  • Timothy J McInnis MD

    President/Chairman

    Total calculated
    $5,500
    From this org
    $5,500
    From related orgs
    $0
    Other
    $0
    Hours/week
    5 + 2 related

  • Jami Eschler MD

    Vice President (Jan-April)

    Total calculated
    $0
    Hours/week
    2 + 2 related

  • John O'Connor

    Secretary/Treasurer

    Total calculated
    $4,750
    From this org
    $4,750
    From related orgs
    $0
    Other
    $0
    Hours/week
    2 + 2 related

  • Paul Gorsuch MD

    Director (Jan-June)

    Total calculated
    $2,000
    From this org
    $2,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    2 + 2 related

  • Daniel D Zimmerman

    Vice President

    Total calculated
    $5,500
    From this org
    $5,500
    From related orgs
    $0
    Other
    $0
    Hours/week
    2

  • Orville Mann MD

    Director

    Total calculated
    $5,500
    From this org
    $5,500
    From related orgs
    $0
    Other
    $0
    Hours/week
    2 + 2 related

  • John Bisges MD

    Director

    Total calculated
    $3,000
    From this org
    $3,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    2 + 2 related

  • Aimee Ameline DDS

    Director (May-Dec)

    Total calculated
    $750
    From this org
    $750
    From related orgs
    $0
    Other
    $0
    Hours/week
    2

  • Kandy Jenkins

    Executive Director

    Total calculated
    $161,335
    From this org
    $147,110
    From related orgs
    $0
    Other
    $14,225
    Hours/week
    7.5 + 30 related

    Schedule J breakdown matched by us

    Base
    $137,110
    Bonus
    $10,000
    Other
    $0
    Deferred
    $4,413
    Nontaxable benefits
    $9,812
    Filer's total
    $161,335

  • Joanna Sells

    Finance Director

    Total calculated
    $120,136
    From this org
    $106,179
    From related orgs
    $0
    Other
    $13,957
    Hours/week
    15 + 22.5 related

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 3 · Written employment contract
  • 3 · Approval by the board or compensation committee

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

No itemized grants to organizations on this return.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Provenance

Return type
form_990
Tax year
2022
Filed
13 November 2023
IRS schema version
2022v5.0
Source object
202333179349306633

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