ZUnclassifiedEIN: 711029753

Health Professions of Montana Plan & Trust

Missoula, Montana

B+Health Score
70B+

Financial Health Score

9-metric score across financial health, operational efficiency, and organizational resilience. Based on IRS Form 990 data.

Good

How This Organization Compares

Compared to 111 peers in Unclassified with $10M-$100M revenue

Working Capital Ratio (net assets ÷ expenses)

This Org0.33×
Peer Median5.86×
💰
$14.7M
Total Revenue
📊
$16.3M
Total Expenses
🏦
$5.3M
Net Assets
📋
$101K
Total Liabilities

Financial Trends

5-Year Trend Analysis

Financial Health Indicators

Revenue Growth
+10.9%
Year-over-year change (2022 → 2023)
Net Margin
-11.3%
Revenue minus expenses as % of revenue
Working Capital Ratio
0.33
Net assets divided by total expenses
Liabilities-to-Assets
1.9%
Total liabilities as % of total assets

Filing History

5 filings on record
YearRevenueExpensesAssets
2023$14,665,05711%$16,315,41533%$5,436,94022%
2022$13,228,4591%$12,306,41410%$6,989,8099%
2021$13,149,6802%$13,638,28121%$6,400,8509%
2020$12,838,050$11,302,0013%$7,055,10930%
2019$12,880,374$10,963,938$5,422,341

Frequently Asked Questions

What does Health Professions of Montana Plan & Trust do?

Health Professions of Montana Plan & Trust is a unclassified nonprofit organization based in Montana. It is classified under NTEE code Z and is registered as a 501(c) tax-exempt organization with the IRS.

Is Health Professions of Montana Plan & Trust financially healthy?

Based on our 9-metric Financial Health Score model, Health Professions of Montana Plan & Trust has a score of 70/100 (Grade: B+). This score evaluates working capital, surplus consistency, debt ratio, revenue trends, program spending, fundraising efficiency, executive compensation, revenue diversification, and vulnerability indicators.

How much revenue does Health Professions of Montana Plan & Trust generate?

Health Professions of Montana Plan & Trust reports $15.6M in annual revenue and holds $5.8M in total assets, based on IRS filings.

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