BENEFIS HEALTH SYSTEM FOUNDATION INC: Form 990, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- BENEFIS HEALTH SYSTEM FOUNDATION INC (EIN 81-0480587)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-11-13
- IRS object ID
- 202413189349302736
- Schema version
- 2023v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule G
- Schedule I
- Schedule J
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-11-13T15:55:53-06:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 910189318 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MOSS ADAMS LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 805 SW BROADWAY SUITE 1400 | AddressLine1Txt |
| City | PORTLAND | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 97205 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 810480587 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BENEFIS HEALTH SYSTEM FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BENE | BusinessNameControlTxt |
| Phone | 4064552563 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 7008 | AddressLine1Txt |
| City | GREAT FALLS | CityNm |
| State Abbreviation | MT | StateAbbreviationCd |
| ZIP | 59406 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JAMI WALD | PersonNm |
| Person Title | CHIEF OPERATING OFFICER | PersonTitleTxt |
| Phone | 4064552563 | PhoneNum |
| Signature | 2024-11-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | WENDY CAMPOS | PreparerPersonNm |
| PTIN | P00448102 | PTIN |
| Phone | 5032421447 | PhoneNum |
| Preparation | 2024-11-09 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | FORREST EHLINGER | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 7008 | AddressLine1Txt |
| City | GREAT FALLS | CityNm |
| State Abbreviation | MT | StateAbbreviationCd |
| ZIP | 59406 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $16,933,864 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.BENEFISFOUNDATION.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1998 | FormationYr |
| Legal Domicile State | MT | LegalDomicileStateCd |
| Activity Or Mission | IMPROVING AND ENHANCING HEALTHCARE SERVICES FOR PEOPLE THROUGHOUT NORTH CENTRAL MONTANA. | ActivityOrMissionDesc |
| Voting Members Governing Body | 18 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 17 | VotingMembersIndependentCnt |
| Total Employee | 8 | TotalEmployeeCnt |
| Total Volunteers | 91 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $4,975,555 | PYContributionsGrantsAmt |
| CY Contributions Grants | $2,948,829 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $2,304,824 | PYInvestmentIncomeAmt |
| CY Investment Income | $1,484,924 | CYInvestmentIncomeAmt |
| PY Other Revenue | $87,100 | PYOtherRevenueAmt |
| CY Other Revenue | $140,893 | CYOtherRevenueAmt |
| PY Total Revenue | $7,367,479 | PYTotalRevenueAmt |
| CY Total Revenue | $4,574,646 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $2,198,379 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $2,562,558 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $403,422 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $436,767 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $296,393 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $347,101 | PYOtherExpensesAmt |
| CY Other Expenses | $341,981 | CYOtherExpensesAmt |
| PY Total Expenses | $2,948,902 | PYTotalExpensesAmt |
| CY Total Expenses | $3,341,306 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $4,418,577 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $1,233,340 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $43,455,290 | TotalAssetsBOYAmt |
| Total Assets EOY | $49,947,840 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $1,078,527 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,893,144 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $42,376,763 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $48,054,696 | NetAssetsOrFundBalancesEOYAmt |
| Mission | IMPROVING AND ENHANCING HEALTHCARE SERVICES FOR PEOPLE THROUGHOUT NORTH CENTRAL MONTANA. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $2,576,098 | ExpenseAmt |
| Grant | $2,562,558 | GrantAmt |
| Desc | BENEFIS HEALTH SYSTEM FOUNDATION'S MISSION IS TO IMPROVE AND ENHANCE HEALTHCARE SERVICES FOR PEOPLE THROUGHOUT NORTHCENTRAL MONTANA. THE FOUNDATION RAISES FUNDS PRIMARILY TO SUPPORT THE PROGRAMS AND SERVICES OF BENEFIS HEALTH SYSTEM. SOME OF THE PROGRAMS AND SERVICES OF BENEFIS HEALTH SYSTEM SUPPORTED BY CONTRIBUTIONS RAISED BY THE FOUNDATION INCLUDE PEACE HOSPICE OF MONTANA, CHILDREN'S BEREAVEMENT SERVICES INCLUDING CAMP FRANCIS, SLETTEN CANCER INSTITUTE, GIFT OF LIFE FAMILY HOUSING CENTERS, AND EMERGENCY SERVICES INCLUDING MERCY FLIGHT. BENEFIS HEALTH SYSTEM FOUNDATION ALSO ENCOURAGES CONTRIBUTIONS TO ITS ANGEL FUND AND 221 CHILDREN'S FUND, WHICH HELP FAMILIES WITH CHILDREN WITH MEDICAL CONDITIONS OR A MEDICAL CRISIS. IN ADDITION, THE FOUNDATION RAISES FUNDS FOR AND MANAGES SEVERAL HEALTHCARE SCHOLARSHIPS. | Desc |
| Total Program Service Expenses | $2,576,098 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | 0 | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | Yes (1) | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | Yes (1) | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 5 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 8 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 18 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 17 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | Yes (1) | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (1) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BRUCE HOULIHAN | PersonNm |
| Phone | 4064555479 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1101 26TH STREET SOUTH SUITE 1 | AddressLine1Txt |
| City | GREAT FALLS | CityNm |
| State Abbreviation | MT | StateAbbreviationCd |
| ZIP | 59405 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (20 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd |
|---|---|---|---|---|---|---|---|
| FORREST EHLINGER | |||||||
| DIRECTOR | 2.00 | 58.00 | Yes (X) | $0 | $766,465 | $153,132 | |
| JAMI WALD | |||||||
| CHIEF OPERATING OFFICER | 50.00 | $114,828 | $0 | $32,230 | Yes (X) | ||
| HANNAH DEAN | |||||||
| FINANCE DIRECTOR (THRU 7/23) | 50.00 | $37,115 | $0 | $6,629 | Yes (X) | ||
| JERRY L LEHMAN | |||||||
| CHAIR | 3.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| DEBRA J AMMONDSON | |||||||
| VICE CHAIR | 3.00 | 2.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| RANDY BOYSUN | |||||||
| TREASURER | 3.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| SANDI R WILSON | |||||||
| SECRETARY | 3.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| JARED BROWN | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| JAMES SIMMONS | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| STEPHEN L'HEUREUX | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| DEAN NELSON | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| JOAN TIERNEY | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| KASSIE LONGFELLOW | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| JON MCCARTY | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| ERIN TOWNSEND | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| RICHARD BLEVINS MD | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| CATHIE TRONSON | |||||||
| DIRECTOR (FROM 1/23) | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| ERIC HINEBAUCH | |||||||
| DIRECTOR (FROM 1/23) | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| RON YOUNG | |||||||
| DIRECTOR (FROM 9/23) | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| SHANNON HOILAND | |||||||
| SYSTEM BOARD LIAISON (THRU 12/23) | 2.00 | 4.00 | Yes (X) | $0 | $0 | $0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $151,943 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $766,465 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $191,991 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 1 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp
Contractor Name ContractorName
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EDWARD JONES | BusinessNameLine1Txt |
Contractor Address ContractorAddress
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 501 1ST AVE S | AddressLine1Txt |
| City | GREAT FALLS | CityNm |
| State Abbreviation | MT | StateAbbreviationCd |
| ZIP | 59401 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Services | INVESTMENT MANAGEMENT | ServicesDesc |
| Compensation | $133,453 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 1 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $860,175 | FundraisingAmt |
| Related Organizations | $547,165 | RelatedOrganizationsAmt |
| All Other Contributions | $1,541,489 | AllOtherContributionsAmt |
| Noncash Contributions | $295,323 | NoncashContributionsAmt |
| Total Contributions | $2,948,829 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,548,598 | TotalRevenueColumnAmt |
| Exclusion | $1,548,598 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $10,681,689 | SecuritiesAmt |
| Other | $1,397,300 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $10,745,363 | SecuritiesAmt |
| Other | $1,397,300 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$63,674 | SecuritiesAmt |
| Other | $0 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$63,674 | TotalRevenueColumnAmt |
| Exclusion | -$63,674 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $328,228 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $860,175 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $210,440 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $117,788 | TotalRevenueColumnAmt |
| Exclusion | $117,788 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gaming Gross Income | $29,220 | GamingGrossIncomeAmt |
| Gaming Direct Expenses | $6,115 | GamingDirectExpensesAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $23,105 | TotalRevenueColumnAmt |
| Exclusion | $23,105 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $4,574,646 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,625,817 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,285,033 | TotalAmt |
| Program Services | $2,285,033 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $277,525 | TotalAmt |
| Program Services | $277,525 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $190,802 | TotalAmt |
| Program Services | $5,915 | ProgramServicesAmt |
| Management And General | $70,215 | ManagementAndGeneralAmt |
| Fundraising | $114,672 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $207,599 | TotalAmt |
| Program Services | $6,436 | ProgramServicesAmt |
| Management And General | $76,396 | ManagementAndGeneralAmt |
| Fundraising | $124,767 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,847 | TotalAmt |
| Program Services | $119 | ProgramServicesAmt |
| Management And General | $1,416 | ManagementAndGeneralAmt |
| Fundraising | $2,312 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,758 | TotalAmt |
| Program Services | $271 | ProgramServicesAmt |
| Management And General | $3,223 | ManagementAndGeneralAmt |
| Fundraising | $5,264 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $25,761 | TotalAmt |
| Program Services | $799 | ProgramServicesAmt |
| Management And General | $9,480 | ManagementAndGeneralAmt |
| Fundraising | $15,482 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $47,004 | TotalAmt |
| Management And General | $47,004 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $230,108 | TotalAmt |
| Management And General | $230,108 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,990 | TotalAmt |
| Management And General | $6,990 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,988 | TotalAmt |
| Management And General | $4,784 | ManagementAndGeneralAmt |
| Fundraising | $7,204 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $948 | TotalAmt |
| Management And General | $378 | ManagementAndGeneralAmt |
| Fundraising | $570 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|
| EDUCATION | $20,069 | $8,008 | $12,061 |
| DUES AND SUBSCRIPTIONS | $2,423 | $967 | $1,456 |
| BANK CHARGES | $1,478 | $1,478 | |
| EQUIPMENT | $1,299 | $518 | $781 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,674 | TotalAmt |
| Management And General | $7,850 | ManagementAndGeneralAmt |
| Fundraising | $11,824 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,341,306 | TotalAmt |
| Program Services | $2,576,098 | ProgramServicesAmt |
| Management And General | $468,815 | ManagementAndGeneralAmt |
| Fundraising | $296,393 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $188 | BOYAmt |
| EOY | $9,503 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,650,505 | BOYAmt |
| EOY | $2,078,489 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $339,930 | BOYAmt |
| EOY | $317,914 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $160,042 | BOYAmt |
| EOY | $1,402,068 | EOYAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,397,300 | BOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $39,280,707 | BOYAmt |
| EOY | $45,509,219 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $202,402 | BOYAmt |
| EOY | $206,696 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $424,216 | BOYAmt |
| EOY | $423,951 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $43,455,290 | BOYAmt |
| EOY | $49,947,840 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $445,670 | BOYAmt |
| EOY | $1,260,287 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $632,857 | BOYAmt |
| EOY | $632,857 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,078,527 | BOYAmt |
| EOY | $1,893,144 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,019,696 | BOYAmt |
| EOY | $7,162,338 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $36,357,067 | BOYAmt |
| EOY | $40,892,358 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $42,376,763 | BOYAmt |
| EOY | $48,054,696 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $43,455,290 | BOYAmt |
| EOY | $49,947,840 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $1,233,340 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $4,464,006 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$19,413 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consol And Sep Basis Fincl Stmt | Yes (X) | ConsolAndSepBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,567,370 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,995,552 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,170,409 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,975,555 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,948,829 | CurrentTaxYearAmt |
| Total | $16,657,715 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,567,370 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,995,552 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,170,409 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,975,555 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,948,829 | CurrentTaxYearAmt |
| Total | $16,657,715 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $5,166,405 | SubstantialContributorsTotAmt |
| Public Support Total170 | $11,491,310 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,216,556 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,007,582 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,498,735 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,334,571 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,548,598 | CurrentTaxYearAmt |
| Total | $6,606,042 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $11 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus2 Years | $69 | CurrentTaxYearMinus2YearsAmt |
| Total | $80 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $23,263,837 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $1,447,065 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.49400 | PublicSupportCY170Pct |
| Public Support PY170 | 0.49180 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $34,105,203 | BeginningYearBalanceAmt |
| Contributions | $732,195 | ContributionsAmt |
| Investment Earnings Or Losses | $5,082,909 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $475,347 | OtherExpendituresAmt |
| End Year Balance | $39,444,960 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $39,626,567 | BeginningYearBalanceAmt |
| Contributions | $1,545,875 | ContributionsAmt |
| Investment Earnings Or Losses | -$6,090,814 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $976,425 | OtherExpendituresAmt |
| End Year Balance | $34,105,203 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $35,162,047 | BeginningYearBalanceAmt |
| Contributions | $748,384 | ContributionsAmt |
| Investment Earnings Or Losses | $4,331,941 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $615,805 | OtherExpendituresAmt |
| End Year Balance | $39,626,567 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $31,860,774 | BeginningYearBalanceAmt |
| Contributions | $788,828 | ContributionsAmt |
| Investment Earnings Or Losses | $3,254,312 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $741,867 | OtherExpendituresAmt |
| End Year Balance | $35,162,047 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $27,083,798 | BeginningYearBalanceAmt |
| Contributions | $660,548 | ContributionsAmt |
| Investment Earnings Or Losses | $4,862,692 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $746,264 | OtherExpendituresAmt |
| End Year Balance | $31,860,774 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.10000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.56500 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.33500 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
| Total Book Value Land Buildings | $0 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | GIFT ANNUITY PAYABLE | Desc |
| Amt | $632,857 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $632,857 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $8,882,148 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $4,464,006 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $91,716 | DonatedServicesAndUseFcltsAmt |
| Revenue Not Reported | $4,555,722 | RevenueNotReportedAmt |
| Revenue Subtotal | $4,326,426 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $230,108 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | $18,112 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $248,220 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $4,574,646 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $3,204,215 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $91,716 | DonatedServicesUseFcltsAmt |
| Other Expenses Included | $1,301 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $93,017 | ExpensesNotReportedAmt |
| Expenses Subtotal | $3,111,198 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $230,108 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $230,108 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $3,341,306 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | THE ENDOWMENT FUNDS OF THE FOUNDATION CONSIST OF THE FOLLOWING: THE FUNDS IN THE GENERAL ENDOWMENT ARE RESTRICTED BY DONORS AS PERMANENT ENDOWMENT FUNDS BUT HAVE NO SPECIFIC RESTRICTION ON THE DISTRIBUTION OF EARNINGS. THIS DECISION IS THE RESPONSIBILITY OF THE BOARD OF DIRECTORS OF BENEFIS HEALTH SYSTEM FOUNDATION. THE PEACE HOSPICE RESIDENTIAL ENDOWMENT PROVIDES FOR THE OPERATION AND MAINTENANCE OF THE BENEFIS PEACE HOSPICE RESIDENTIAL FACILITY. BENEFIS PEACE HOSPICE IS A SERVICE OF BENEFIS HEALTH SYSTEM. THE DONOR RESTRICTED ENDOWMENT POOL HOLDS GIFTS FROM DONORS FOR PERMANENT ENDOWMENT FUNDS THAT HAVE SPECIFIC DESIGNATIONS FOR THE USE OF THE EARNINGS OF EACH FUND. THESE MAY INCLUDE FUNDS FOR PROGRAMS OR SERVICES OR SCHOLARSHIPS. BENEFIS HEALTH SYSTEM FOUNDATION ISSUES CHARITABLE GIFT ANNUITIES, DEFERRED PAYMENT CHARITABLE GIFT ANNUITIES AND HAS ESTABLISHED A GIFT ANNUITY POOL TO HOLD THESE FUNDS AS REQUIRED UNDER THE MONTANA CHARITABLE GIFT ANNUITY ACT. THE PURPOSES OF THE FUNDS IN THE POOL ARE DEFINED BY THE INDIVIDUAL ANNUITY CONTRACTS. |
| PART X, LINE 2: | THE FOUNDATION IS A NOT-FOR-PROFIT CORPORATION AND HAS BEEN RECOGNIZED AS TAX EXEMPT PURSUANT TO SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (IRC). THE FOUNDATION IS EXEMPT FROM FEDERAL INCOME TAX UNDER SECTION 501(C)(3) OF THE IRC EXCEPT TO THE EXTENT OF UNRELATED BUSINESS TAXABLE INCOME AS DEFINED UNDER IRC SECTIONS 511 THROUGH 515. THE FOUNDATION ACCOUNTS FOR UNCERTAIN TAX POSITIONS WHEREBY THE EFFECT OF THE UNCERTAINTY WOULD BE RECORDED IF THE OUTCOME WAS CONSIDERED PROBABLE AND ESTIMABLE. THE FOUNDATION HAD NO UNCERTAIN TAX POSITIONS AS OF DECEMBER 31, 2023 OR 2022. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS 18,112. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | UNCOLLECTIBLE PLEDGES 1,301. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | THE FOUNDATION'S LIABILITY ASSOCIATED WITH CHARITABLE GIFT ANNUITIES, THE FOUNDATION'S MOST COMMON FORM OF SPLIT INTEREST AGREEMENTS, IS RECALCULATED TO REFLECT THE PRESENT VALUE OF THE LIABILITY EACH YEAR. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | MAYFAIRE | Event1Nm |
| Gross Receipts Event1 | $1,188,403 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $860,175 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $328,228 | GrossRevenueEvent1Amt |
| Cash Prizes Event1 | $8,500 | CashPrizesEvent1Amt |
| Non Cash Prizes Event1 | $75,222 | NonCashPrizesEvent1Amt |
| Rent Facility Costs Event1 | $21,810 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $49,453 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $28,124 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $27,331 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $1,188,403 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $860,175 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $328,228 | GrossRevenueTotalEventsAmt |
| Cash Prizes Total Events | $8,500 | CashPrizesTotalEventsAmt |
| Non Cash Prizes Total Events | $75,222 | NonCashPrizesTotalEventsAmt |
| Rent Fclty Costs Total Events | $21,810 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $49,453 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $28,124 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $27,331 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $210,440 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $117,788 | NetIncomeSummaryAmt |
Gaming Information GamingInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Revenue Other Gaming | $29,220 | GrossRevenueOtherGamingAmt |
| Cash Prizes Other Gaming | $6,115 | CashPrizesOtherGamingAmt |
| Volunteer Labor Other Gaming | Yes (1) | VolunteerLaborOtherGamingInd |
| Volunteer Labor Other Gaming | 1.00000 | VolunteerLaborOtherGamingPct |
| Gross Revenue Total Gaming | $29,220 | GrossRevenueTotalGamingAmt |
| Cash Prizes Total Gaming | $6,115 | CashPrizesTotalGamingAmt |
| Direct Expense Summary Gaming | $6,115 | DirectExpenseSummaryGamingAmt |
| Net Gaming Income Summary | $23,105 | NetGamingIncomeSummaryAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| States Where Gaming Conducted | MT | StatesWhereGamingConductedCd |
| Licensed | Yes (1) | LicensedInd |
| License Suspended Etc | 0 | LicenseSuspendedEtcInd |
| Gaming With Nonmembers | Yes (1) | GamingWithNonmembersInd |
| Member Of Other Entity | 0 | MemberOfOtherEntityInd |
| Gaming Own Facility | 0.50000 | GamingOwnFacilityPct |
| Gaming Other Facility | 0.50000 | GamingOtherFacilityPct |
| Individual With Books | HANNAH DEAN | IndividualWithBooksNm |
Persons With Books US Address PersonsWithBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 7008 | AddressLine1Txt |
| City | GREAT FALLS | CityNm |
| State Abbreviation | MT | StateAbbreviationCd |
| ZIP | 59406 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct With3rd Prty For Game Rev | 0 | CntrctWith3rdPrtyForGameRevInd |
| Gaming Manager Person | HANNAH DEAN | GamingManagerPersonNm |
| Gaming Manager Compensation | $56 | GamingManagerCompensationAmt |
| Gaming Manager Services Prov | CREATE AND OVERSEE THE CALCULATION FOR THE TOURNAMENT RECORD KEEPING AND PAYOUT TO PLAYERS. | GamingManagerServicesProvTxt |
| Gaming Manager Is Director Ofcr | Yes (X) | GamingManagerIsDirectorOfcrInd |
| Charitable Distribution Rqr | 0 | CharitableDistributionRqrInd |
| Distributed | $0 | DistributedAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|---|
| BENEFIS HEALTH SYSTEM | ||||||||
| 1101 26 ST S | GREAT FALLS | MT | 59405 | 263538104 | 501(C)(3) | $1,662,242 | $0 | SEE PART IV |
| BENEFIS HOSPITALS | ||||||||
| 1101 26 ST S | GREAT FALLS | MT | 59405 | 810232122 | 501(C)(3) | $136,454 | $0 | SEE PART IV |
| BENEFIS TETON MEDICAL CENTER FOUNDATION | ||||||||
| 915 4TH ST NW | CHOTEAU | MT | 59405 | 810388136 | 501(C)(3) | $5,752 | $0 | GENERAL SUPPORT |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 3 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (6 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Valuation Method UsedValuationMethodUsedDesc | Non Cash AssistanceNonCashAssistanceDesc |
|---|---|---|---|---|---|
| CARING FOR OUR OWN - PROVIDES FINANCIAL ASSISTANCE TO BENEFIS HEALTH SYSTEM EMPLOYEES OR VOLUNTEERS WHO EXPERIENCE AN EMERGENCY. | 124 | $107,641 | |||
| ANGEL FUND - PROVIDES FINANCIAL ASSISTANCE TO FAMILIES WITH CHILDREN WHO HAVE CATASTROPHIC ILLNESSES. | 57 | $39,381 | |||
| NURSING SCHOLARSHIPS - SCHOLARSHIPS TO ELIGIBLE STUDENTS ADVANCING THEIR HEALTHCARE EDUCATION. SOME OF WHOM ARE WILLING TO SIGN A WORK COMMITMENT AGREEMENT WITH BENEFIS HEALTH SYSTEM. | 63 | $107,879 | |||
| 221 CHILDREN'S FUND - PROVIDES FINANCIAL ASSISTANCE TO HELP CHILDREN WHO ARE SUFFERING WITH A TERRIBLE ILLNESS OR DISEASE. | 4 | $1,456 | |||
| HEADSPACE - WELLNESS INFORMATION AND RESOURCES PROVIDED TO BENEFIS EMPLOYEES | 3966 | $18,522 | COST | FREE ACCESS TO WELLNESS SOFTWARE | |
| PROVIDE BOOKS TO PEDIATRIC PATIENTS AND THEIR FAMILIES TO PROMOTE BETTER HEALTH THROUGH LITERACY | 300 | $2,646 | COST | BOOKS |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 2: | BENEFIS HEALTH SYSTEM FOUNDATION HAS AN APPLICATION PROCESS FOR POTENTIAL GRANT RECIPIENTS. THE FINANCE COMMITTEE OF THE BOARD OF DIRECTORS REVIEWS THE SUBMITTED APPLICATIONS AND ADHERES TO A FUNDS ALLOCATION POLICY, AS WELL AS NEED, WHEN CHOOSING RECIPIENTS. AFTER RECIPIENTS ARE CHOSEN, THE FOUNDATION COMMUNICATES FREQUENTLY WITH GRANTEES. THE FOUNDATION REQUIRES PROOF THAT THE FUNDS ARE SPENT ACCORDING TO THE APPLICATIONS SUBMITTED. THE TYPE OF PROOF THAT IS REQUIRED IS DETERMINED ON A CASE-BY-CASE BASIS; FOR INSTANCE, THE FOUNDATION REQUIRES RECEIPTS AS WELL AS REPORTS CONTAINING DETAILS ON HOW THE MONEY WAS USED, WHO BENEFITTED, AND STORIES FROM THOSE WHO BENEFITTED. |
| SCH I, PART II, LINE 1(H): | THE BENEFIS HEALTH SYSTEM FOUNDATION GRANTS FUNDS TO COMMUNITY PROGRAMS AND BENEFIS HEALTH SYSTEM IN SUPPORT OF MANY OF THEIR HOSPITAL PROGRAMS, DEPARTMENTS AND PROJECTS: -GREATEST NEED, UNRESTRICTED FUNDS & ENDOWMENTS -REGIONAL EMERGENCY SERVICES/MERCY FLIGHT/TRAUMA -PEACE HOSPICE OF MONTANA, PEACE HOSPICE RESIDENTIAL FACILITY AND ENDOWMENTS -GIFT OF LIFE HOUSING CENTERS -CHILDREN'S BEREAVEMENT PROGRAM, INCLUDING CAMP FRANCIS -BENEFIS SLETTEN CANCER INSTITUTE FUNDS AND ENDOWMENTS -LABOR AND DELIVERY AND NEONATAL INTENSIVE CARE UNIT -BEHAVIORAL HEALTH -PEDIATRICS -BENEFIS SENIOR SERVICES -HEART AND VASCULAR -WOMEN'S AND CHILDREN'S CENTER |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (1) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (1) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | FORREST EHLINGER | PersonNm |
| Title | DIRECTOR | TitleTxt |
| Base Compensation Filing Org | $0 | BaseCompensationFilingOrgAmt |
| Compensation Based On Rltd Orgs | $515,898 | CompensationBasedOnRltdOrgsAmt |
| Bonus Filing Organization | $0 | BonusFilingOrganizationAmount |
| Bonus Related Organizations | $122,252 | BonusRelatedOrganizationsAmt |
| Other Compensation Filing Org | $0 | OtherCompensationFilingOrgAmt |
| Other Compensation Rltd Orgs | $128,315 | OtherCompensationRltdOrgsAmt |
| Deferred Compensation Flng Org | $0 | DeferredCompensationFlngOrgAmt |
| Deferred Comp Rltd Orgs | $133,553 | DeferredCompRltdOrgsAmt |
| Nontaxable Benefits Filing Org | $0 | NontaxableBenefitsFilingOrgAmt |
| Nontaxable Benefits Rltd Orgs | $19,579 | NontaxableBenefitsRltdOrgsAmt |
| Total Compensation Filing Org | $0 | TotalCompensationFilingOrgAmt |
| Total Compensation Rltd Orgs | $919,597 | TotalCompensationRltdOrgsAmt |
| Comp Report Prior990 Filing Org | $0 | CompReportPrior990FilingOrgAmt |
| Comp Report Prior990 Rltd Orgs | $97,915 | CompReportPrior990RltdOrgsAmt |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 3 | THE COMPENSATION OF THE SENIOR EXECUTIVE TEAM OF BENEFIS HEALTH SYSTEM FOUNDATION, INC. WAS SET BY THE INDEPENDENT COMPENSATION COMMITTEE OF BENEFIS HEALTH SYSTEM, INC., WHICH IS CHARGED WITH ADMINISTERING THE SYSTEM'S EXECUTIVE COMPENSATION PHILOSOPHY, POLICIES AND PROGRAMS IN THE MANNER SET FORTH IN THE COMMITTEE'S WRITTEN CHARTER. THE COMMITTEE'S RESPONSIBILITIES INCLUDE (I) DETERMINING APPROPRIATE COMPENSATION FOR ALL EXECUTIVES, (II) EVALUATING AND ADOPTING EXECUTIVE COMPENSATION PLANS, POLICIES AND PROGRAMS, (III) REVIEWING AND APPROVING EXECUTIVE BENEFIT PLANS, AND (IV) VERIFYING THAT COMPENSATION IS APPROPRIATELY AND FULLY DISCLOSED AND REPORTED. THE COMMITTEE HAS ENGAGED AN INDEPENDENT COMPENSATION CONSULTING FIRM TO ASSIST IN ENSURING THAT AMOUNTS PAID TO THE SYSTEM'S EXECUTIVES ARE CONSISTENT WITH REASONABLE, FAIR MARKET LEVELS. THE PROCESS FOLLOWED BY THE COMMITTEE, INCLUDING THE DATA RELIED UPON AND THE COMMITTEE'S DECISIONS, WAS THOROUGHLY AND TIMELY DOCUMENTED. THIS PROCESS IS COMPLETED ON AN ANNUAL BASIS. |
| PART I, LINE 4B | BENEFIS HEALTH SYSTEM, INC. PROVIDES A SECTION 457F NONQUALIFIED DEFERRED COMPENSATION PLAN FOR MR. EHLINGER WHO MEETS THE REQUIREMENTS. MR. EHLINGER RECEIVED A PAYOUT FROM THE PLAN IN 2023. |
| PART I, LINE 7 | BENEFIS HEALTH SYSTEM, INC. AND ITS AFFILIATES (INCLUDING THE ORGANIZATION) MAINTAIN AN INCENTIVE COMPENSATION PLAN THAT INCORPORATES BOTH SHARED AND INDIVIDUAL GOALS FOR MEMBERS OF THE EXECUTIVE AND MANAGEMENT LEADERSHIP TEAMS. PAYMENTS PURSUANT TO THE INCENTIVE PLAN ARE SUBJECT TO A PRECONDITION THAT THE SYSTEM MUST ACHIEVE BUDGETED OPERATING PERFORMANCE. THE SYSTEM HAS ADOPTED SHARED PERFORMANCE OBJECTIVES INCLUDING SYSTEM GROWTH AS WELL AS MEASURES TIED TO WORKFORCE, PATIENT EXPERIENCE, PATIENT SAFETY, CLINICAL QUALITY, AND FINANCE/OPERATIONS. THE INDIVIDUAL PERFORMANCE OBJECTIVES ADOPTED ARE BASED ON AN ARRAY OF QUALITY, FINANCIAL, OPERATIONAL AND STRATEGIC INITIATIVES. INCENTIVE OPPORTUNITY LEVELS ARE CALCULATED BASED ON PREDETERMINED PERCENTAGES OF THE EXECUTIVE'S AND DIRECTOR'S BASE SALARY, AND VARY BASED ON THE ACHIEVEMENT OF THRESHOLD, TARGET OR STRETCH LEVELS AS TO EACH PERFORMANCE OBJECTIVE. THE SYSTEM ALSO MAINTAINS A LONG-TERM INCENTIVE PLAN DIRECTED AT RECRUITING AND RETAINING EXECUTIVE LEADERSHIP. PAYMENTS UNDER THE LONG-TERM INCENTIVE PLAN ARE CONDITIONED ON THE EXECUTIVE REMAINING EMPLOYED BY THE SYSTEM AND MAINTAINING SATISFACTORY OVERALL PERFORMANCE. INCENTIVE OPPORTUNITIES UNDER THE LONG-TERM PLAN ARE APPROVED IN ADVANCE BY THE BENEFIS HEALTH SYSTEM, INC. COMPENSATION COMMITTEE, WITH LATER PAYOUTS APPROVED BY THE COMMITTEE BASED ON ACTUAL PERFORMANCE RESULTS. |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 11 | ContributionCnt |
| Noncash Contributions Rpt F990 | $201,634 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenuesTxt |
Food Inventory FoodInventoryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $28,092 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp (2 entries)
| Non Cash CheckboxNonCashCheckboxInd | DescDesc | ContributionContributionCnt | Noncash Contributions Rpt F990NoncashContributionsRptF990Amt | Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt |
|---|---|---|---|---|
| Yes (X) | AUCTION ITEMS | 127 | $53,657 | FAIR MARKET VALUE |
| Yes (X) | GIFT CARDS | 1 | $11,940 | FAIR MARKET VALUE |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 0 | Form8283ReceivedCnt |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | Yes (1) | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, COLUMN (B): | THE CONTRIBUTIONS DISCLOSED IN COLUMN (B) ARE BASED ON NUMBER OF CONTRIBUTIONS. |
| PART I, LINE 32B: | THE ORGANIZATION HIRES AN AUCTIONEER TO AUCTION OFF DONATED ITEMS LISTED ON PART I, LINE 25 AT THE ORGANIZATION'S ANNUAL FUNDRAISER. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (11 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 1A | THE ORGANIZATION IS AN AFFILIATE OF BENEFIS HEALTH SYSTEM, INC. (BHS), A TAX EXEMPT MONTANA NON-PROFIT CORPORATION SERVING AS THE PARENT ENTITY OF AN INTEGRATED SYSTEM OF PROVIDER ORGANIZATIONS ADDRESSING THE HEALTH NEEDS OF PERSONS THROUGHOUT NORTH CENTRAL MONTANA. AS THE CORPORATE MEMBER OF THE ORGANIZATION, BHS HOLDS VARIOUS RESERVED POWERS IN RELATION TO THE ORGANIZATION, INCLUDING THE AUTHORITY TO ELECT ITS BOARD OF DIRECTORS. THE BOARD OF DIRECTORS OF THE ORGANIZATION INCLUDES CERTAIN INDIVIDUALS WHO ARE EMPLOYED BY THE ORGANIZATION OR ITS AFFILIATES, AND WHO MAY NOT BE CONSIDERED "INDEPENDENT" FOR PURPOSES OF FORM 990. HOWEVER, AS ACKNOWLEDGED BY THE IRS IN ITS "CPE TEXT FOR FISCAL YEAR 1997," IN A MULTI-ENTITY HOSPITAL SYSTEM, THE BOARD OF A SUBSIDIARY NON-PROFIT HEALTH CARE ORGANIZATION IS CONSIDERED TO BE COMPRISED OF INDEPENDENT COMMUNITY MEMBERS IF IT IS CONTROLLED BY AN EXEMPT ORGANIZATION WHOSE OWN BOARD IS COMPRISED OF A MAJORITY OF VOTING MEMBERS WHO ARE INDEPENDENT COMMUNITY MEMBERS. THE ORGANIZATION MEETS THIS STANDARD BECAUSE IT IS A CONTROLLED SUBSIDIARY OF BHS, AND BHS'S OWN GOVERNING BOARD INCLUDES INDEPENDENT COMMUNITY MEMBERS AS A MAJORITY THEREOF. |
| FORM 990, PART VI, SECTION A, LINE 2 | CERTAIN OFFICERS AND DIRECTORS LISTED IN PART VII ALSO HOLD OFFICER AND/OR DIRECTOR POSITIONS IN RELATION TO THE ORGANIZATION'S AFFILIATES (AS IDENTIFIED IN SCHEDULE R) AND, IN THAT REGARD, MAY BE CONSIDERED TO HAVE BUSINESS RELATIONSHIPS WITH EACH OTHER. SUCH BUSINESS RELATIONSHIPS ARE UNDERTAKEN IN THE ORDINARY COURSE OF BUSINESS. |
| FORM 990, PART VI, SECTION A, LINE 3 | PURSUANT TO A CONTRACTUAL ARRANGEMENT, THE ORGANIZATION OBTAINS CERTAIN MANAGEMENT AND ADMINISTRATIVE SERVICES FROM ITS PARENT ENTITY, BENEFIS HEALTH SYSTEM, INC. (BHS). BHS, AS THE PARENT AND SYSTEM ENTITY, PROVIDES THE SERVICES TO ITS SUBSIDIARY TAX-EXEMPT NON-PROFIT CORPORATE ENTITIES ON A CENTRALIZED BASIS. THE SERVICES INCLUDE THE FOLLOWING: - MANAGEMENT OF HUMAN RESOURCES INCLUDING POLICIES AND PRACTICES AND BENEFITS - MANAGEMENT, PLANNING, BUDGETING AND REPORTING OF FINANCIAL OPERATIONS - MANAGEMENT OF BILLING AND COLLECTIONS POLICIES AND FUNCTIONS - MANAGEMENT OF INFORMATION TECHNOLOGY SERVICES - OVERSIGHT OF QUALITY STANDARDS, COMPLIANCE AND RISK MANAGEMENT - MANAGEMENT OF REGIONAL, COMMUNITY AND GOVERNMENT RELATIONS AND MARKETING - MANAGEMENT OF GRANTS DEVELOPMENT THE FOLLOWING PERSONS LISTED IN PART VII WERE COMPENSATED BY BHS: FORREST EHLINGER - $919,597 (COMPENSATION FOR SERVICES AS OFFICER OF BHS) JAMI WALD - $147,058 HANNAH DEAN - $43,733 |
| FORM 990, PART VI, SECTION A, LINE 6 | THE SOLE CORPORATE MEMBER OF THE ORGANIZATION IS BENEFIS HEALTH SYSTEM, INC., A MONTANA NOT-FOR-PROFIT PUBLIC BENEFIT CORPORATION THAT HAS BEEN RECOGNIZED BY THE IRS AS DESCRIBED IN IRC SECTION 501(C)(3). |
| FORM 990, PART VI, SECTION A, LINE 7A | BENEFIS HEALTH SYSTEM IS THE SOLE VOTING MEMBER AND HAS THE FOLLOWING RESERVED POWERS OVER BENEFIS HEALTH SYSTEM FOUNDATION: - TO ELECT AND REMOVE THE DIRECTORS AND OFFICERS OF THE FOUNDATION - TO INITIATE AND APPROVE ANY PLAN OF MERGER, CONSOLIDATION OR DISSOLUTION - TO APPROVE ALL AMENDMENTS TO THE FOUNDATION'S ARTICLES OF INCORPORATION AND BYLAWS - TO CONTINUOUSLY REVIEW AND MONITOR THE FINANCIAL CONDITION OF THE FOUNDATION, INCLUDING THROUGH AN ANNUAL AUDIT - TO APPROVE THE ANNUAL BUDGET OF THE FOUNDATION AND ALL MATERIAL DEVIATIONS FROM THE APPROVED BUDGET - TO DELINEATE BY POLICY THE REQUIREMENTS FOR APPROVAL OF ALL ARRANGEMENTS AND TRANSACTIONS INVOLVING THE ASSETS AND FINANCES OF THE FOUNDATION - TO SET THE COMPENSATION FOR ALL OF THE OFFICERS OF THE FOUNDATION, INCLUDING THE PRESIDENT - TO APPROVE ALL MISSION AND/OR VISION STATEMENTS AND ALL STRATEGIC OR LONG-TERM PLANS OF THE FOUNDATION - TO APPROVE THE CREATION, ACQUISITION, DISPOSITION OR TERMINATION OF SUBSIDIARIES OR CONTROLLED AFFILIATES, AND ANY MERGERS, CONSOLIDATIONS, AND PERMANENT OR LONG-TERM AFFILIATIONS OF THE FOUNDATION OR ANY OF ITS SUBSIDIARIES OR CONTROLLED ENTITIES - TO APPOINT A CERTIFIED PUBLIC ACCOUNTANT TO PERFORM THE ANNUAL AUDIT OF THE FOUNDATION'S FINANCIAL STATEMENTS IN CONJUNCTION WITH THE ANNUAL AUDIT OF THE MEMBER'S FINANCIAL STATEMENTS - TO APPROVE ANY AGREEMENT THAT OBLIGATES THE FOUNDATION TO PAY OR INCUR LIABILITY OF MORE THAN TEN THOUSAND DOLLARS ($10,000), AND TO APPROVE ANY AGREEMENT THAT OBLIGATES THE FOUNDATION TO PAY AN AMOUNT OR INCUR A LIABILITY NOT INCLUDED IN THE THEN CURRENT BUDGET OF THE FOUNDATION, WHICH WAS APPROVED BY THE MEMBER PURSUANT TO THESE POWERS LISTED - TO DETERMINE AND ENSURE COMPLIANCE WITH THE FOUNDATION'S STATED CHARITABLE PURPOSES - TO INITIATE AND APPROVE, IN CONSULTATION WITH THE BOARD, SUCH OPERATING POLICIES REGARDING THE FOUNDATION'S ACTIVITIES, OPERATIONS, FINANCES AND ASSETS AS IT DEEMS NECESSARY OR APPROPRIATE FROM TIME TO TIME - TO ENSURE THAT THE FOUNDATION IS HONORING THE INTENTIONS AND DIRECTIONS OF ALL OF ITS DONORS WITH RESPECT TO THE INVESTMENT AND USE OF THEIR DONATIONS |
| FORM 990, PART VI, SECTION A, LINE 7B | AS THE SOLE CORPORATE MEMBER OF THE ORGANIZATION, BENEFIS HEALTH SYSTEM, INC. RETAINS CERTAIN RESERVED POWERS WITH RESPECT TO THE ORGANIZATION, INCLUDING AUTHORITY OVER MATTERS SUCH AS (WITHOUT LIMITATION) THE ORGANIZATION'S MISSION AND VISION STATEMENTS, STRATEGIC AND LONG-TERM PLANS, ELECTION OF ITS DIRECTORS AND OFFICERS, ANNUAL CAPITAL AND OPERATING BUDGETS, CHARITY CARE AND COMMUNITY BENEFIT POLICIES, AND ANY AMENDMENTS TO ITS ARTICLES OF INCORPORATION AND BYLAWS. |
| FORM 990, PART VI, SECTION B, LINE 11B | THIS FORM 990 WAS PREPARED BY THE FINANCE DEPARTMENT PERSONNEL OF BENEFIS HEALTH SYSTEM, INC. IN COLLABORATION WITH ITS ACCOUNTING FIRM. PRIOR TO FILING, A COPY OF THIS FORM 990 WAS MADE AVAILABLE TO ALL MEMBERS OF THE ORGANIZATION'S BOARD OF DIRECTORS, AND WAS PRESENTED TO THE BENEFIS HEALTH SYSTEM, INC. BOARD BY THE ACCOUNTING FIRM. |
| FORM 990, PART VI, SECTION B, LINE 12C | BOARD MEMBERS ANNUALLY COMPLETE A FORM TO DISCLOSE INTERESTS THAT COULD GIVE RISE TO CONFLICTS. IN ADDITION, AT THE START OF EACH BOARD MEETING, MEMBERS ARE ASKED TO INDICATE WHETHER THEY HAVE A CONFLICT OF INTEREST WITH RESPECT TO ANY ITEMS ON THE AGENDA FOR THE MEETING. CONSISTENT WITH THE ORGANIZATION'S CONFLICTS OF INTEREST POLICY, BOARD MEMBERS ARE PROHIBITED FROM PARTICIPATING IN DELIBERATIONS AND VOTING ON ANY MATTERS AS TO WHICH THEY HAVE A CONFLICT. |
| FORM 990, PART VI, SECTION B, LINE 15A | THE COMPENSATION OF THE SENIOR EXECUTIVE TEAM WAS SET BY THE INDEPENDENT COMPENSATION COMMITTEE OF BENEFIS HEALTH SYSTEM, INC., WHICH IS CHARGED WITH ADMINISTERING THE SYSTEM'S EXECUTIVE COMPENSATION PHILOSOPHY, POLICIES AND PROGRAMS IN THE MANNER SET FORTH IN THE COMMITTEE'S WRITTEN CHARTER. THE COMMITTEE'S RESPONSIBILITIES INCLUDE (I) DETERMINING APPROPRIATE COMPENSATION FOR ALL EXECUTIVES AND OTHER KEY EMPLOYEES, (II) EVALUATING AND ADOPTING EXECUTIVE COMPENSATION PLANS, POLICIES AND PROGRAMS, (III) REVIEWING AND APPROVING EXECUTIVE BENEFIT PLANS, AND (IV) VERIFYING THAT COMPENSATION IS APPROPRIATELY AND FULLY DISCLOSED AND REPORTED. THE COMMITTEE HAS ENGAGED AN INDEPENDENT COMPENSATION CONSULTING FIRM TO ASSIST IN ENSURING THAT AMOUNTS PAID TO THE SYSTEM'S EXECUTIVES ARE CONSISTENT WITH REASONABLE, FAIR MARKET LEVELS. THE PROCESS FOLLOWED BY THE COMMITTEE, INCLUDING THE DATA RELIED UPON AND THE COMMITTEE'S DECISIONS, WAS THOROUGHLY AND TIMELY DOCUMENTED. THIS PROCESS IS COMPLETED ON AN ANNUAL BASIS. THE COMPENSATION OF THE ORGANIZATION'S KEY EMPLOYEES AND MANAGERS WAS SET BY THEIR RESPECTIVE SUPERVISORY EXECUTIVES IN CONSULTATION WITH BENEFIS HEALTH SYSTEM'S HUMAN RESOURCES DEPARTMENT AND EXECUTIVE LEADERSHIP, BASED ON A REVIEW OF INDEPENDENT DATA AS TO AMOUNTS PAID BY SIMILAR SITUATED ORGANIZATIONS FOR PERSONS PERFORMING COMPARABLE SERVICES. |
| FORM 990, PART VI, SECTION C, LINE 19 | BENEFIS HEALTH SYSTEM FOUNDATION, INC. PROVIDES COPIES OF THE FORM 990 TO THE PUBLIC UPON REQUEST DURING NORMAL BUSINESS HOURS. |
| FORM 990, PART XI, LINE 9: | CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS -18,112. UNCOLLECTIBLE PLEDGE -1,301. |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Total IncomeTotalIncomeAmt | End Of Year AssetsEndOfYearAssetsAmt |
|---|---|---|---|---|---|---|---|---|---|
| BENEFIS CASCADE RIDGE LLC | |||||||||
| 1101 26TH STREET SOUTH | GREAT FALLS | MT | 59405 | 274602798 | REAL ESTATE | MT | BENEFIS HEALTH SYSTEM INC | ||
| BENEFIS HEALTH SYSTEM FOUNDATION PROPERTIES LLC | |||||||||
| PO BOX 7008 | GREAT FALLS | MT | 59406 | 272514629 | HOLDS REAL PROPERTY DONATED TO FOUNDATION | MT | BENEFIS HEALTH SYSTEM FOUNDATION INC | $0 | $0 |
| WALK IN EXPRESS LLC | |||||||||
| 1101 26TH STREET SOUTH | GREAT FALLS | MT | 59405 | 320481028 | OUTPATIENT CLINIC | MT | BENEFIS HEALTH SYSTEM INC | ||
| HELENA AMBULATORY CENTER LLC | |||||||||
| 1101 26TH STREET SOUTH | GREAT FALLS | MT | 59405 | 263538104 | INACTIVE | MT | BENEFIS HEALTH SYSTEM INC | ||
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Direct Controlling NADirectControllingNACd | Controlled OrganizationControlledOrganizationInd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BENEFIS HEALTH SYSTEM INC | |||||||||||
| 1101 26TH STREET SOUTH | GREAT FALLS | MT | 59405 | 263538104 | MANAGEMENT AND SUPPORT SERVICES | MT | 501(C)(3) | LINE 12C, III-FI | N/A | 0 | |
| BENEFIS MEDICAL GROUP INC | |||||||||||
| 1401 25TH STREET SOUTH | GREAT FALLS | MT | 59405 | 263538192 | PHYSICIAN SERVICES | MT | 501(C)(3) | LINE 3 | 0 | BENEFIS HEALTH SYSTEM INC | |
| BENEFIS COMMUNITY CARE INC | |||||||||||
| 1411 9TH STREET SOUTH | GREAT FALLS | MT | 59405 | 810431871 | HOME HEALTH AND RELATED PRODUCTS | MT | 501(C)(3) | LINE 10 | 0 | BENEFIS HEALTH SYSTEM INC | |
| BENEFIS HOSPITALS INC | |||||||||||
| 1101 26TH STREET SOUTH | GREAT FALLS | MT | 59405 | 810232122 | HOSPITAL | MT | 501(C)(3) | LINE 3 | 0 | BENEFIS HEALTH SYSTEM INC | |
| BENEFIS COMMUNITY HOSPITALS INC | |||||||||||
| 1101 26TH STREET SOUTH | GREAT FALLS | MT | 59405 | 473448483 | CRITICAL ACCESS HOSPITAL | MT | 501(C)(3) | LINE 3 | 0 | BENEFIS HEALTH SYSTEM INC | |
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Direct Controlling NADirectControllingNACd | Disproportionate AllocationsDisproportionateAllocationsInd | General Or Managing PartnerGeneralOrManagingPartnerInd |
|---|---|---|---|---|---|---|---|---|---|
| GREAT FALLS ATHLETIC CLUB LLC | |||||||||
| 1800 BENEFIS COURT | GREAT FALLS | MT | 59405 | 912081505 | FITNESS CLUB | MT | N/A | 0 | 0 |
| TREASURE STATE HEALTHCARE NETWORK LLC | |||||||||
| 500 15TH AVENUE SOUTH | GREAT FALLS | MT | 59405 | 810534714 | HEALTHCARE SERVICES | MT | N/A | 0 | 0 |
| OLIVET HOUSING LLC | |||||||||
| 101 E FRONT ST STE 304 | MISSOULA | MT | 59802 | 881547771 | HOUSING RENTALS | MT | N/A | 0 | 0 |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BHS 2017 TRUST | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 400 HOWARD STREET | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94105 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 306559361 | EIN |
| Primary Activities | INVESTMENT TRUST | PrimaryActivitiesTxt |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Direct Controlling NA | N/A | DirectControllingNACd |
| Entity Type | T | EntityTypeTxt |
| Controlled Organization | 0 | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (1) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (1) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (1) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (1) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |