BILLINGS CLINIC EMPLOYEE BENEFIT TRUST: Form 990, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- BILLINGS CLINIC EMPLOYEE BENEFIT TRUST (EIN 81-0391600)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-11-12
- IRS object ID
- 202433179349303103
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-11-12T09:48:10+00:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 440160260 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Forvis Mazars LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 111 South Tejon Suite 800 | AddressLine1Txt |
| City | Colorado Springs | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 809039848 | 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 | 810391600 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Billings Clinic Employee Benefit Trust | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BILL | BusinessNameControlTxt |
| Phone | 4066574130 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2800 10TH AVE N | AddressLine1Txt |
| City | BILLINGS | CityNm |
| State Abbreviation | MT | StateAbbreviationCd |
| ZIP | 59107 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CLINT SEGER | PersonNm |
| Person Title | CEO BILLINGS CLINIC/BOARD MEMBER | PersonTitleTxt |
| Phone | 4066574130 | PhoneNum |
| Signature | 2024-11-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Adam R Smith | PreparerPersonNm |
| PTIN | P00958966 | PTIN |
| Phone | 7194714290 | PhoneNum |
| Preparation | 2023-11-01 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990 IRS990
Principal Ofcr Business Name PrincipalOfcrBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLINT SEGER | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2800 10TH AVE N | AddressLine1Txt |
| City | BILLINGS | CityNm |
| State Abbreviation | MT | StateAbbreviationCd |
| ZIP | 59107 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $53,331,439 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c | Yes (X) | Organization501cInd |
| Website Address | N/A | WebsiteAddressTxt |
| Type Of Organization Trust | Yes (X) | TypeOfOrganizationTrustInd |
| Formation | 1980 | FormationYr |
| Legal Domicile State | MT | LegalDomicileStateCd |
| Activity Or Mission | PROVIDES HEALTH BENEFITS AND INSURANCE COVERING ELIGIBLE EMPLOYEES AND THEIR DEPENDENTS OF THE BILLINGS CLINIC. | ActivityOrMissionDesc |
| Voting Members Governing Body | 6 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 0 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $0 | PYContributionsGrantsAmt |
| CY Contributions Grants | $0 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $46,509,035 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $46,650,545 | CYProgramServiceRevenueAmt |
| PY Investment Income | $433,118 | PYInvestmentIncomeAmt |
| CY Investment Income | $324,542 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $46,942,153 | PYTotalRevenueAmt |
| CY Total Revenue | $46,975,087 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $41,904,544 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $46,910,004 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $0 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $0 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $2,181,037 | PYOtherExpensesAmt |
| CY Other Expenses | $2,548,524 | CYOtherExpensesAmt |
| PY Total Expenses | $44,085,581 | PYTotalExpensesAmt |
| CY Total Expenses | $49,458,528 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $2,856,572 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$2,483,441 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $24,067,325 | TotalAssetsBOYAmt |
| Total Assets EOY | $23,057,136 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $2,093,464 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $2,719,448 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $21,973,861 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $20,337,688 | NetAssetsOrFundBalancesEOYAmt |
| Mission | PROVIDES HEALTH BENEFITS AND INSURANCE COVERING ELIGIBLE EMPLOYEES AND THEIR DEPENDENTS OF THE BILLINGS CLINIC. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Desc | THE BILLINGS CLINIC EMPLOYEE BENEFIT PLAN AND TRUST PROVIDES PAYMENT OF MEDICAL, DENTAL, VISION, AND PHARMACY CLAIMS ON BEHALF OF ELIGIBLE PARTICIPANTS. | Desc |
| Total Program Service Expenses | $0 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | false | DescribedInSection501c3Ind |
| Schedule B Required | false | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | false | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | false | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | false | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | false | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | false | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 0 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 0 | EmployeeCnt |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 6 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 0 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (true) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | false | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | false | ConflictOfInterestPolicyInd |
| Whistleblower Policy | false | WhistleblowerPolicyInd |
| Document Retention Policy | false | DocumentRetentionPolicyInd |
| Compensation Process CEO | false | CompensationProcessCEOInd |
| Compensation Process Other | false | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KATHLEEN QUINONES | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4066574130 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2800 10TH AVE N | AddressLine1Txt |
| City | BILLINGS | CityNm |
| State Abbreviation | MT | StateAbbreviationCd |
| ZIP | 59107 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (7 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Institutional TrusteeInstitutionalTrusteeInd |
|---|---|---|---|---|---|---|---|---|
| CLINTON SEGER MD | ||||||||
| CEO BILLINGS CLINIC / BOARD MEMBER | 1.0 | 60.0 | Yes (X) | Yes (X) | $0 | $830,292 | $132,500 | |
| ELLEN LAYTON | ||||||||
| CHIEF LEGAL OFFICER / BOARD MEMBER | 1.0 | 60.0 | Yes (X) | Yes (X) | $0 | $562,923 | $105,016 | |
| ERIN RAINS DO | ||||||||
| CO-CMO BILLINGS CLINIC / BOARD MEMBER | 1.0 | 60.0 | Yes (X) | Yes (X) | $0 | $541,352 | $60,941 | |
| KATHLEEN QUINONES | ||||||||
| CFO BILLINGS CLINIC / BOARD MEMBER | 1.0 | 60.0 | Yes (X) | Yes (X) | $0 | $448,591 | $102,141 | |
| KELLEE FISK | ||||||||
| CPO BILLINGS CLINIC / BOARD MEMBER | 1.0 | 60.0 | Yes (X) | Yes (X) | $0 | $304,737 | $6,865 | |
| RYAN SCHWANKE MD | ||||||||
| CO-CMO BILLINGS CLINIC / BOARD MEMBER | 1.0 | 60.0 | Yes (X) | Yes (X) | $0 | $476,346 | $57,849 | |
| US BANK AND TRUST | ||||||||
| INSTITUTIONAL TRUSTEE | 0.1 | 0.0 | $34,533 | $0 | $0 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $34,533 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $3,164,241 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $465,312 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (true) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (2 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| PACIFIC SOURCE | |||||
| 110 INTERNATIONAL WAY | SPRINGFIELD | OR | 97477 | CLAIMS PROCESSING | $1,553,663 |
| MEDIMPACTPREMIER | |||||
| 5882 COLLECTIONS CENTER DRIVE | CHICAGO | IL | 60693 | CLAIMS PROCESSING | $208,768 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 2 | CntrctRcvdGreaterThan100KCnt |
| Total Contributions | $0 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| EMPLOYER CONTRIBUTIONS-ER | 900099 | $35,736,293 | $35,736,293 |
| EMPLOYER CONTRIBUTIONS-EE | 900099 | $10,899,989 | $10,899,989 |
| OTHER INCOME | 900099 | $14,263 | $14,263 |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $46,650,545 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $647,269 | TotalRevenueColumnAmt |
| Exclusion | $647,269 | ExclusionAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
| Personal | $0 | PersonalAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $6,033,625 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $6,356,352 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$322,727 | SecuritiesAmt |
| Other | $0 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$322,727 | TotalRevenueColumnAmt |
| Exclusion | -$322,727 | ExclusionAmt |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $0 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $46,975,087 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $46,650,545 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $324,542 | ExclusionAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $46,910,004 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $363,350 | TotalAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $29,537 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $34,533 | TotalAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,762,431 | TotalAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $68 | TotalAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $326,665 | TotalAmt |
Other Expenses OtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | TAXES & LICENSES | Desc |
| Total | $31,940 | TotalAmt |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $49,458,528 | TotalAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,336,587 | BOYAmt |
| EOY | $8,220,284 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $1,003,925 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $0 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $0 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,689,107 | BOYAmt |
| EOY | $13,577,231 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $41,631 | BOYAmt |
| EOY | $255,696 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $24,067,325 | BOYAmt |
| EOY | $23,057,136 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,093,464 | BOYAmt |
| EOY | $2,719,448 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,093,464 | BOYAmt |
| EOY | $2,719,448 | 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 | $21,973,861 | BOYAmt |
| EOY | $20,337,688 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $21,973,861 | BOYAmt |
| EOY | $20,337,688 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $24,067,325 | BOYAmt |
| EOY | $23,057,136 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$2,483,441 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $847,268 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Rev Etc Audited Fincl Stmt | $47,787,822 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $847,268 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $0 | OtherRevenueAmt |
| Revenue Not Reported | $847,268 | RevenueNotReportedAmt |
| Revenue Subtotal | $46,940,554 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $34,533 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | $0 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $34,533 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $46,975,087 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $49,423,995 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $0 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $49,423,995 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $34,533 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $0 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $34,533 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $49,458,528 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule D, Part X, Line 2 | FormAndLineReferenceDesc |
| Explanation | THE TRUST ESTABLISHED TO HOLD THE PLAN'S ASSETS IS INTENDED TO QUALIFY PURSUANT TO SECTION 501(C)(9) OF THE INTERNAL REVENUE CODE AND ACCORDING, THE PLAN'S NET INVESTMENT INCOME IS EXEMPT FROM INCOME TAXES. THE PLAN HAS OBTAINED AN EXEMPTION LETTER DATED OCTOBER 23, 1980 FROM THE INTERNAL REVENUE SERVICE, AND THE SPONSOR BELIEVES THAT THE PLAN, AS AMENDED, CONTINUES TO QUALIFY AND TO OPERATE IN ACCORDANCE WITH THE APPLICABLE REQUIREMENTS OF THE INTERNAL REVENUE CODE. THEREFORE, NO PROVISION FOR INCOME TAXES HAS BEEN INCLUDED IN THE PLAN'S FINANCIAL STATEMENTS. ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE PLAN MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE PLAN AND RECOGNIZE A TAX LIABILITY (OR ASSET) IF THE PLAN HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE INTERNAL REVENUE SERVICE. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS, HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. THE PLAN ADMINISTRATOR BELIEVES IT IS NO LONGER SUBJECT TO INCOME TAX EXAMINATION FOR YEARS PRIOR TO 2013. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | Yes (true) | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | false | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (6 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| CLINTON SEGER MD | ||||||||||||||
| CEO BILLINGS CLINIC / BOARD MEMBER | $0 | $770,581 | $0 | $0 | $0 | $59,711 | $0 | $114,630 | $0 | $17,870 | $0 | $962,792 | $0 | $56,104 |
| KATHLEEN QUINONES | ||||||||||||||
| CFO BILLINGS CLINIC / BOARD MEMBER | $0 | $445,263 | $0 | $0 | $0 | $3,328 | $0 | $89,147 | $0 | $12,994 | $0 | $550,732 | $0 | $0 |
| ELLEN LAYTON | ||||||||||||||
| CHIEF LEGAL OFFICER / BOARD MEMBER | $0 | $488,506 | $0 | $0 | $0 | $74,417 | $0 | $74,690 | $0 | $30,326 | $0 | $667,939 | $0 | $64,255 |
| ERIN RAINS DO | ||||||||||||||
| CO-CMO BILLINGS CLINIC / BOARD MEMBER | $0 | $539,244 | $0 | $0 | $0 | $2,108 | $0 | $23,572 | $0 | $37,369 | $0 | $602,293 | $0 | $0 |
| RYAN SCHWANKE MD | ||||||||||||||
| CO-CMO BILLINGS CLINIC / BOARD MEMBER | $0 | $474,959 | $0 | $0 | $0 | $1,387 | $0 | $22,879 | $0 | $34,970 | $0 | $534,195 | $0 | $0 |
| KELLEE FISK | ||||||||||||||
| CPO BILLINGS CLINIC / BOARD MEMBER | $0 | $301,503 | $0 | $0 | $0 | $3,234 | $0 | $0 | $0 | $6,865 | $0 | $311,602 | $0 | $0 |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Line 1a Delegate broad authority to a committee | THE BILLINGS CLINIC EMPLOYEE BENEFIT TRUST HAS AN EXECUTIVE BENEFITS COMMITTEE THAT HAS THE AUTHORITY TO ACT ON BEHALF OF THE BOARD. THIS COMMITTEE HAS THE AUTHORITY TO MAKE AND APPROVE ALL DECISION/CHANGES RELATED TO THE TRUST; HOWEVER, THEY ARE ALL EMPLOYEES OF AND MEMBERS OF THE SENIOR EXECUTIVE TEAM OF THE BILLINGS CLINIC (A RELATED ORGANIZATION). |
| Form 990, Part VI, Line 11b Review of form 990 by governing body | THE FORM 990 AND RELATED SCHEDULES ARE REVIEWED BY THE CFO, DIRECTOR OF ACCOUNTING, AND THE DIRECTOR OF HUMAN RESOURCES OF BILLINGS CLINIC (PLAN SPONSOR) BEFORE THE RETURN IS FILED. |
| Form 990, Part VI, Line 19 Required documents available to the public | ALL GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (22 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|
| BILLINGS CLINIC | ||||||||||
| 2800 10TH AVE | NORTH BILLINGS | MT | 59107 | 810231784 | HEALTH CARE | MT | 501(c)(3) | 3 | MTWY HEALTH | false |
| BILLINGS CLINIC FOUNDATION | ||||||||||
| 2917 TENTH AVENUE | NORTH BILLINGS | MT | 59019 | 810407289 | FUNDRAISING | MT | 501(c)(3) | 7 | BILLINGS CLINIC | false |
| STILLWATER HOSPITAL ASSOCIATION | ||||||||||
| 710 N 11TH STREET | CLUMBUS | MT | 59019 | 810286525 | HOSPITAL | MT | 501(c)(3) | 3 | BILLINGS CLINIC | false |
| TOWNSEND HEALTH SYSTEMS INC | ||||||||||
| 110 NORTH OAK STREET | TOWNSEND | MT | 59644 | 810398400 | HEALTH CARE | MT | 501(c)(3) | 3 | BILLINGS CLINIC | false |
| MTWY HEALTH | ||||||||||
| 310 SUNNYVIEW LN | KALISPELL | MT | 59901 | 932584380 | HEALTH CARE | MT | 501(c)(3) | Type II | NA | false |
| KALISPELL REGIONAL MEDICAL CENTER | ||||||||||
| 310 SUNNYVIEW LANE | KALISPELL | MT | 59901 | 237293874 | ACUTE CARE HOSPITAL | MT | 501(c)(3) | 3 | LOGAN HEALTH | false |
| KALISPELL REGIONAL HEALTHCARE FOUNDATION | ||||||||||
| 310 SUNNYVIEW LANE | KALISPELL | MT | 59901 | 311703013 | SUPPORTING ORGANIZATION | MT | 501(c)(3) | Type I | KALISPELL REGIONAL MEDICAL CENTER | false |
| ASSIST-FLATHEAD VALLEY | ||||||||||
| 310 SUNNYVIEW LANE | KALISPELL | MT | 59901 | 462669324 | WELLNESS RESOURCE PROVIDER | MT | 501(c)(3) | 10 | KALISPELL REGIONAL MEDICAL CENTER | false |
| KALISPELL REGIONAL MEDICAL CENTER VOLUNTEERS | ||||||||||
| 310 SUNNYVIEW LANE | KALISPELL | MT | 59901 | 273866474 | SUPPORTING ORGANIZATION | MT | 501(c)(3) | 10 | KALISPELL REGIONAL MEDICAL CENTER | false |
| LIBERTY COUNTY HOSPITAL AND NURSING HOME INC | ||||||||||
| 315 W MADISON AVE | CHESTER | MT | 59522 | 810515463 | PROVIDE ACUTE HOSPITAL CARE | MT | 501(c)(3) | 3 | LOGAN HEALTH | false |
| LOGAN HEALTH - CONRAD | ||||||||||
| 805 SUNSET BLVD | CONRAD | MT | 59425 | 810232406 | PROVIDE ACUTE HOSPITAL CARE | MT | 501(c)(3) | 3 | LOGAN HEALTH | false |
| LOGAN HEALTH - CUT BANK | ||||||||||
| 226 9TH AVE SE | CUT BANK | MT | 59427 | 810530457 | PROVIDE ACUTE HOSPITAL CARE | MT | 501(c)(3) | 3 | LOGAN HEALTH | false |
| LOGAN HEALTH - SHELBY | ||||||||||
| 640 PARK AVE | SHELBY | MT | 59474 | 862327525 | PROVIDE ACUTE HOSPITAL CARE | MT | 501(c)(3) | 3 | LOGAN HEALTH | false |
| LOGAN HEALTH - WHITEFISH | ||||||||||
| 1600 HOSPITAL WAY | WHITEFISH | MT | 59937 | 810247969 | PROVIDE ACUTE HOSPITAL CARE | MT | 501(c)(3) | 3 | LOGAN HEALTH | false |
| LOGAN HEALTH EMERGENCY MEDICAL SERVICES | ||||||||||
| 310 SUNNYVIEW LANE | KALISPELL | MT | 59901 | 880538346 | EMERGENCY SERVICES | MT | 501(c)(3) | 7 | LOGAN HEALTH | false |
| MONTANA PEDIATRICS | ||||||||||
| 259 W FRONT ST STE B | MISSOULA | MT | 59802 | 854133807 | AMBULATORY CARE | MT | 501(c)(3) | 7 | LOGAN HEALTH | false |
| NORTHWEST HORIZONS INC | ||||||||||
| 310 SUNNYVIEW LANE | KALISPELL | MT | 59901 | 810420653 | LONG-TERM AMBULATORY CARE | MT | 501(c)(3) | 10 | LOGAN HEALTH | false |
| SUMMIT MEDICAL FITNESS CENTER | ||||||||||
| 310 SUNNYVIEW LANE | KALISPELL | MT | 59901 | 203752312 | COMMUNITY HEALTH & WELLNESS CENTER | MT | 501(c)(3) | 10 | LOGAN HEALTH | false |
| NORTH VALLEY HOSPITAL FOUNDATION | ||||||||||
| 1600 HOSPITAL WAY | WHITEFISH | MT | 59937 | 810526541 | SUPPORTING ORGANIZATION | MT | 501(c)(3) | Type III-FI | LOGAN HEALTH - WHITEFISH | false |
| LOGAN HEALTH ASSISTED LIVING - SHELBY | ||||||||||
| 111 2ND ST S | SHELBY | MT | 59474 | 862394240 | RETIREMENT & ASSISTED LIVING | MT | 501(c)(3) | 10 | NORTHWEST HORIZONS INC | false |
| LOGAN HEALTH CARE CENTER - SHELBY | ||||||||||
| 630 PARK DRIVE | SHELBY | MT | 59474 | 862346458 | LONG-TERM CARE & SKILLED NURSING | MT | 501(c)(3) | 10 | NORTHWEST HORIZONS INC | false |
| LOGAN HEALTH | ||||||||||
| 310 Sunnyview Ln | Kalispell | MT | 59901 | 810406485 | SUPPORT SUBSIDIARY HEALTH ORGANIZATIONS | MT | 501(c)(3) | Type II | MTWY Health | false |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BILLINGS CLINIC EXPRESS CARE | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2800 TENTH AVENUE | AddressLine1Txt |
| City | NORTH BILLINGS | CityNm |
| State Abbreviation | MT | StateAbbreviationCd |
| ZIP | 59101 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 463355499 | EIN |
| Primary Activities | URGENT CARE | PrimaryActivitiesTxt |
| Legal Domicile State | MT | LegalDomicileStateCd |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Entity Type | C Corporation | EntityTypeTxt |
| Controlled Organization | false | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | false | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | false | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | Yes (true) | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | false | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | false | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | false | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | false | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | false | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (true) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | false | TransferToOtherOrgInd |
| Transfer From Other Org | Yes (true) | TransferFromOtherOrgInd |
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