Health Professions of Montana Plan & Trust
501(c)(9)
Only null% goes to programs Growing revenue
Health Professions of Montana Plan & Trust is a 501(c)(9) organization based in Missoula, Montana, registered in 2013, with $15,584,098 in FY2024 revenue. CharityIndex grades it B.
Po Box 9406, Missoula, MT, 59807 EIN 71-1029753 Since 2013
Revenue (FY2024)
$15.6M
▲ 6.3% vs prior year
Expenses (FY2024)
$15.4M
Net assets
$5.7M
Employees
—
CharityIndex rating
One independent A+ to F grade from four published criteria, each scored separately from IRS filings and combined by weight.
B
★★★★
Rated on 2 of 4 criteria — the rest aren't reported in this filing type.
Held down by its weakest criterion — a strong score on one criterion can't hide a weak one.
How the rating works →—Program efficiency40% of the ratingNo expense breakdown in filings
Measures how much of every dollar spent actually reaches programs, plus what it costs to raise $100 of donations. The worse of the two measures sets the letter (85%+ to programs is an A; under $15 to raise $100 is an A), averaged over the three most recent filings. Not scored for Health Professions of Montana Plan & Trust— this filing type doesn't report it, and the rating simply skips it (never counts it against the organization). See the exact thresholds →
AFinancial health25% of the rating4 mo reserves · +1% margin
Measures whether the organization is built to last: how many months its reserves would cover expenses (3+ months earns an A-range score, but hoarding 5+ years of budget is capped) and whether it runs a surplus or a deficit. For Health Professions of Montana Plan & Trust: 4 mo reserves · +1% margin earns a A on this criterion. See the exact thresholds →
—Governance25% of the ratingNot reported in this filing type
Checks how the organization is run, from its own Form 990: an independent board majority, a board of five or more, conflict-of-interest, whistleblower and document-retention policies, and independently audited financials. The share of disclosed checks that pass sets the letter. Not scored for Health Professions of Montana Plan & Trust— this filing type doesn't report it, and the rating simply skips it (never counts it against the organization). See the exact thresholds →
CTransparency10% of the rating2 of 5 disclosure signals
Counts five disclosure signals: a recent filing, a mission statement, program descriptions, a listed website, and the full expense breakdown. More disclosure, better letter. For Health Professions of Montana Plan & Trust: 2 of 5 disclosure signals earns a C on this criterion. See the exact thresholds →
Show this grade on your website
A live seal — it updates automatically when the grade changes and links donors to this verified profile.
Contact & location
Financial trends
Revenue grew from $12.8M (FY2020) to $15.6M (FY2024) across 5 reported years.
Financial snapshot
Financial health & position (FY2024)
Liabilities $150KNet assets $5.7M
Operating margin
1.3%
Revenue exceeded expenses in the latest fiscal year.
Total assets
$5.8M
Total liabilities
$150K
Net assets
$5.7M
Financials by year
| Fiscal year | Revenue | Expenses | Net assets | Total assets | Form |
|---|---|---|---|---|---|
| 2024 | $15,584,098▲6.3% | $15,378,272▼5.7% | $5,678,267▲6.4% | $5,828,668▲7.2% | 990 |
| 2023 | $14,665,057▲10.9% | $16,315,415▲32.6% | $5,335,734▼21.9% | $5,436,940▼22.2% | 990 |
| 2022 | $13,228,459▲0.6% | $12,306,414▼9.8% | $6,830,046▲32.4% | $6,989,809▲9.2% | 990 |
| 2021 | $13,149,680▲2.4% | $13,638,281▲20.7% | $5,158,429▼9.5% | $6,400,850▼9.3% | 990 |
| 2020 | $12,838,050 | $11,302,001 | $5,699,306 | $7,055,109 | 990 |
Original Form 990 PDFs (the Form column) are served by ProPublica Nonprofit Explorer, as filed with the IRS. Create a free account to download the CSV report.
Frequently asked questions
- Is Health Professions of Montana Plan & Trust a legitimate nonprofit?
- Yes. Health Professions of Montana Plan & Trust is a 501(c)(9) organization registered with the U.S. Internal Revenue Service under EIN 71-1029753, based in Missoula, Montana.
- What is Health Professions of Montana Plan & Trust's EIN?
- Health Professions of Montana Plan & Trust's Employer Identification Number (EIN) is 71-1029753.
- How much revenue does Health Professions of Montana Plan & Trust report?
- Health Professions of Montana Plan & Trust reported $15,584,098 in total revenue on its fiscal year 2024 IRS Form 990 filing.
- What financial grade does Health Professions of Montana Plan & Trust have?
- CharityIndex grades Health Professions of Montana Plan & Trust B, based on financial health (reserves and operating margin).
More nonprofits in Missoula
Explore more
Data for Health Professions of Montana Plan & Trust (EIN 71-1029753) comes from the IRS Business Master File and e-filed Form 990 returns, via CharityIndex. Figures reflect what the organization reported to the IRS for each fiscal year.