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HEALTH PROFESSIONS OF MONTANA PLAN & TRUST

EIN 71-1029753 MISSOULA, MT

Browse the largest nonprofits in Montana

Revenue 2024
$15,584,098
Expenses 2024
$15,378,272

As filed

Subsection
09
Classification
1000
Street
PO BOX 9406

These codes are the IRS's own and are shown exactly as filed. What each one means is in the Business Master File documentation (opens in a new tab).

Other organizations at this address

1 other organization in the IRS Business Master File lists the same street address. matched by us

We match the street line and ZIP code as the IRS gives them, ignoring case and outer spaces and nothing else, so "AVE" and "AVENUE" count as different streets and this list can miss some. A shared address can mean related organizations or a shared office, but it can also be a registered agent, a mail drop or a service provider holding mail for unrelated clients. It is not, by itself, evidence that two organizations are connected.

Mission and programs · 2024

Mission

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

  • This multiple employer welfare agreement was able to pay out $12,878,149 in health and welfare benefits to participants and beneficiaries this year. The Plan provides health benefits (medical, dental, vision and prescription) by self-funding which is re-insured with individual and aggregate stop-loss insurance coverage. The Plan provides continuation of coverage for health benefits for eligible groups as required under the Consolidated Omnibus Budget Reconciliation Act of 1985 (COBRA).

As filed on the 2024 return.

Officers and directors · 2024

As listed in Part VII of the 2024 return, in the order the filer printed them. Each return names its own; this is not a roster the organization keeps with us.

  • J Bruce Robertson MD

    Chairman

    Total calculated
    $18,000
    From this org
    $18,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    5
  • Timothy J McInnis MD

    Trustee

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

    Trustee

    Total calculated
    $1,500
    From this org
    $0
    From related orgs
    $1,500
    Other
    $0
    Hours/week
    2 + 2 related
  • Daniel Zimmerman

    Trustee

    Total calculated
    $5,500
    From this org
    $0
    From related orgs
    $5,500
    Other
    $0
    Hours/week
    2 + 2 related
  • John O'Connor

    Trustee

    Total calculated
    $3,500
    From this org
    $0
    From related orgs
    $3,500
    Other
    $0
    Hours/week
    2 + 2 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. Earlier years are each on their own filing page.

Filings

  • 2024
    Revenue
    $15,584,098
    Expenses
    $15,378,272
    Contributions
    $0
    Grants paid
    $0
  • 2023
    Revenue
    $14,665,057
    Expenses
    $16,315,415
    Contributions
    $0
    Grants paid
    $0
  • 2022
    Revenue
    $13,228,459
    Expenses
    $12,306,414
    Contributions
    $0
    Grants paid
    $0

The four totals the IRS asks for on Part I of the Form 990, as filed. A dash means the figure was not present on the return — not that it was zero.

Other returns filed

  • 2021 · 990

    Revenue
    $13,149,680
    Expenses
    $13,638,281
    Assets (EOY)
    $6,400,850
  • 2020 · 990

    Revenue
    $12,838,050
    Expenses
    $11,302,001
    Assets (EOY)
    $7,055,109

Nonprofiteer parses Forms 990, 990-EZ and 990-PF, in a window of recent tax years. These returns are recorded from the IRS e-file index, so their figures were extracted by that index rather than read from the return here — treat them as a different source from the filings above, not as more of the same record. A dash means the index carries no figure; Form 990-T listings carry none at all.

Grants made

No itemized grants to organizations. Schedule I is filed only by organizations that granted more than $5,000 to a recipient, so most filers have none.

Grants received

No itemized grant names this organization as a recipient. Only grants over $5,000 are itemized, and only by filers of the full Form 990.

Related organizations

From Schedule R Part II, where a filer lists the tax-exempt organizations it is related to by control. It does not record shared board members or money.

Declared on its 2024 return

  • HPMPT Sponsor Organization Inc

    501(c)(4) · Health Care Professional Support · MT

  • Bighorn Valley Health Center

  • Partners in Home Care Inc

  • Montana Hospital Association

Declared as related by

Taxable family

From Schedule R Parts I, III and IV: entities that legally are the filer, and taxable partnerships, corporations and trusts it is related to. These record ownership and control, not shared board members or money.

Related corporations and trusts on its 2024 return

  • Aimee Ameline DDS PC

  • Alpenglow Dental

  • Alpine Oral & Facial Surgery

  • Alpine Women's Center PC

  • Anesthesia Partners of Montana

  • Ascension Physical Therapy

  • Ash Dental Management

  • Axis Physical Therapy

  • Bartoletti Dental

  • Bendan Health LLC

  • Benton Pharmacy

  • Billings Anesthesiology PC

  • Billings OBGYN Associates PC

  • Billings Plastic Surgery

  • Booth Dental PC

  • Bridge Creek Dental

  • Bridger Orthopedics

  • Bullhook Community Health Center

  • Christopher L Paris MD PC

  • Clark Fork Emergency Physicians PLLC

  • Creger Family Eye Care PC

  • Deep Roots Couseling Inc

  • Dr Joe Byington PLLC - Neighborhood Dental

  • Dr Kevin McPherson DDS

  • Eyes on Main

The first 25 as filed. The return lists the rest.

Other IRS files

Auto-Revocation List

Not listed. The IRS publishes this list for organizations whose exemption was automatically revoked for failing to file for three consecutive years.

Publication 78

Not present in the most recent drop.

These are two separate IRS files on two separate schedules, shown as published and not reconciled with each other. Neither is a statement about whether a contribution is deductible today: 19,245 organizations appear in Publication 78 while the IRS's own revocation file lists them as currently revoked, more than half of those revoked before 2019. Absence from Publication 78 is evidence of nothing, and presence is not evidence either. Verify current status with the IRS before relying on it.

What this page reflects

The registration facts above come from the IRS Business Master File published 9 November 2026 and read 9 November 2026, for every organization at once. Returns through tax year 2024, the newest we have parsed for this organization.