BENEFIS HEALTH SYSTEM FOUNDATION INC: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- BENEFIS HEALTH SYSTEM FOUNDATION INC (EIN 81-0480587)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-05-15
- IRS object ID
- 201331359349302163
- Schema version
- 2012v2.1
- 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) |
|---|---|---|
| Timestamp | 2013-05-15T09:43:33-05:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 910189318 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MOSS ADAMS LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 805 SW BROADWAY SUITE 1200 | AddressLine1 |
| City | PORTLAND | City |
| State | OR | State |
| ZIP Code | 97205 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2012-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 810480587 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BENEFIS HEALTH SYSTEM FOUNDATION INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | BENE | NameControl |
| Phone | 4064555840 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 7008 | AddressLine1 |
| City | GREAT FALLS | City |
| State | MT | State |
| ZIP Code | 59406 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | DAN HOLLOW | Name |
| Title | PRESIDENT | Title |
| Phone | 4064555840 | Phone |
| Date Signed | 2013-05-14 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | WENDY CAMPOS | Name |
| PTIN | P00448102 | PTIN |
| Phone | 5032421447 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | DAN HOLLOW | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 7008 | AddressLine1 |
| City | GREAT FALLS | City |
| State | MT | State |
| ZIP Code | 59406 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 11652078 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.BENEFISFOUNDATION.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1998 | YearFormation |
| State Legal Domicile | MT | StateLegalDomicile |
| Activity Or Mission Description | IMPROVING AND ENHANCING HEALTHCARE SERVICES FOR PEOPLE THROUGHOUT NORTHCENTRAL MONTANA. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 15 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 13 | NbrIndependentVotingMembers |
| Total Nbr Employees | 0 | TotalNbrEmployees |
| Total Nbr Volunteers | 110 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 1151749 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 1983562 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 0 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 0 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 486997 | InvestmentIncomePriorYear |
| Investment Income Current Year | 691076 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 160485 | OtherRevenuePriorYear |
| Other Revenue Current Year | 197365 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 1799231 | TotalRevenuePriorYear |
| Total Revenue Current Year | 2872003 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 744449 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 1684594 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 0 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 0 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 0 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 229449 | OtherExpensePriorYear |
| Other Expenses Current Year | 160530 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 973898 | TotalExpensesPriorYear |
| Total Expenses Current Year | 1845124 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 825333 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 1026879 | RevenuesLessExpensesCY |
| Total Assets BOY | 21120652 | TotalAssetsBOY |
| Total Assets EOY | 23938106 | TotalAssetsEOY |
| Total Liabilities BOY | 306088 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 469011 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 20814564 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 23469095 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | IMPROVING AND ENHANCING HEALTHCARE SERVICES FOR PEOPLE THROUGHOUT NORTHCENTRAL MONTANA. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 1684594 | Expense |
| Grants | 1684594 | Grants |
| Description | BENEFIS HEALTH SYSTEM FOUNDATION'S PURPOSE IS TO IMPROVE AND ENHANCE HEALTHCARE SERVICES FOR THE PEOPLE OF NORTHCENTRAL MONTANA. THE FOUNDATION RAISES FUNDS TO PRIMARILY SUPPORT THE PROGRAMS AND SERVICES OF BENEFIS HEALTH SYSTEM BUT ALSO SUPPORTS OTHER HEALTH-RELATED PROGRAMS, SERVICES AND ACTIVITIES IN NORTHCENTRAL MONTANA. SOME OF THE PROGRAMS AND SERVICES OF BENEFIS HEALTH SYSTEM SUPPORTED BY CONTRIBUTIONS RAISED BY THE FOUNDATION INCLUDE PEACE HOSPICE OF MONTANA, SLETTEN CANCER INSTITUTE, GIFT OF LIFE FAMILY HOUSING CENTERS, MERCY FLIGHT, DIALYSIS, AND THE BENEFIS HEART AND VASCULAR INSTITUTE. CONTINUES ON SCHEDULE OCONTINUED FROM PAGE 2, PART III, LINE 4A: 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. | Description |
| Total Program Service Expense | 1684594 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 1 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 1 | FundraisingActivities |
| Gaming | 1 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 1 | GrantsToOrganizations |
| Grants To Individuals | 1 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 1 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 1 | DisregardedEntity |
| Related Entity | 1 | RelatedEntity |
| Related Org Controlled Entity | 1 | RelatedOrgControlledEntity |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 22 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 0 | NumberOfEmployees |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 1 | QuidProQuoContributions |
| Quid Pro Quo Disclosure | 1 | QuidProQuoDisclosure |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 15 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 13 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 1 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 1 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 1 | MembersOrStockholders |
| Election Of Board Members | 1 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 1 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 0 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | DALE BIMLER | NamePerson |
| Telephone Number | 4064552565 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 500 15TH AVE SOUTH | AddressLine1 |
| City | GREAT FALLS | City |
| State | MT | State |
| ZIP Code | 59405 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (19 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Average Hours Per Week RelatedAverageHoursPerWeekRelated |
|---|---|---|---|---|---|---|---|
| RICHARD DOUGHTEN | |||||||
| CHAIR | 1.00 | X | X | 0 | 0 | 0 | |
| NORBERT JOHNSON | |||||||
| VICE CHAIR | 3.00 | X | X | 0 | 0 | 0 | |
| BRYCE GRAFT | |||||||
| SECRETARY | 1.00 | X | X | 0 | 0 | 0 | |
| DOUG NICHOLSON | |||||||
| TREASURER | 3.00 | X | X | 0 | 0 | 0 | |
| TANYA CAMERON | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| MARILYN GRAMS MD | |||||||
| DIRECTOR | 1.00 | X | 0 | 536290 | 273 | 49.00 | |
| SHANNON HOILAND | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| DENA JOHNSON | |||||||
| DIRECTOR | 3.00 | X | 0 | 0 | 0 | ||
| CHRIS REIQUAM | |||||||
| DIRECTOR | 3.00 | X | 0 | 0 | 0 | ||
| G MARK SEAL MD | |||||||
| DIRECTOR | 3.00 | X | 0 | 473244 | 8184 | 47.00 | |
| PATRICIA SLETTEN | |||||||
| DIRECTOR | 3.00 | X | 0 | 0 | 0 | ||
| EUGENE B THAYER | |||||||
| DIRECTOR | 3.00 | X | 0 | 0 | 0 | ||
| G MIKE TABACCO | |||||||
| DIRECTOR | 3.00 | X | 0 | 0 | 0 | ||
| DIANE VOLK | |||||||
| DIRECTOR | 3.00 | X | 0 | 0 | 0 | ||
| WAYNE DUNN | |||||||
| DIRECTOR | 3.00 | X | 0 | 95990 | 2305 | 57.00 | |
| CHRIS EBELING | |||||||
| EX-OFFICIO DIRECTOR | 0.50 | X | 0 | 0 | 0 | 4.00 | |
| JOHN GOODNOW | |||||||
| EX-OFFICIO DIRECTOR | 3.00 | X | 0 | 818153 | 109117 | 57.00 | |
| DANIEL HOLLOW | |||||||
| PRESIDENT | 60.00 | X | 0 | 98685 | 7999 | ||
| MARILYN PARKER | |||||||
| DIRECTOR OF PLANNED GIVING AND FINANCE | 60.00 | X | 0 | 68596 | 11034 | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 0 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 2090958 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 138912 | TotalOtherCompensation |
| Number Individuals GT100 K | 0 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
| Number Of Contractors GT100 K | 0 | NumberOfContractorsGT100K |
| Fundraising Events | 697 | FundraisingEvents |
| Related Organizations | 127100 | RelatedOrganizations |
| All Other Contributions | 1855765 | AllOtherContributions |
| Total Contributions | 1983562 | TotalContributions |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 611458 | TotalRevenueColumn |
| Exclusion | $611,458 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 8751164 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 8671546 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 79618 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 79618 | TotalRevenueColumn |
| Exclusion | $79,618 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 276790 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 697 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 91714 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 185076 | TotalRevenueColumn |
| Exclusion | $185,076 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Gaming | 28549 | GrossIncomeGaming |
| Gaming Direct Expenses | 16815 | GamingDirectExpenses |
Net Income From Gaming NetIncomeFromGaming
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 11734 | TotalRevenueColumn |
| Exclusion | $11,734 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | MISCELLANEOUS REVENUE | Description |
| Business Code | 900099 | BusinessCode |
| Total Revenue Column | 555 | TotalRevenueColumn |
| Exclusion | $555 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 555 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 2872003 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $888,441 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1569338 | Total |
| Program Services | 1569338 | ProgramServices |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 115256 | Total |
| Program Services | 115256 | ProgramServices |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 160530 | Total |
| Management And General | 160530 | ManagementAndGeneral |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1845124 | Total |
| Program Services | 1684594 | ProgramServices |
| Management And General | 160530 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 80627 | BOY |
| EOY | 43572 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 990247 | BOY |
| EOY | 917191 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 519912 | BOY |
| EOY | 730787 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 32795 | BOY |
| EOY | 423966 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 15400 | LandBuildingsEquipmentBasis |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 15000 | BOY |
| EOY | 15400 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 18800674 | BOY |
| EOY | 21113603 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 184777 | BOY |
| EOY | 188844 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 496620 | BOY |
| EOY | 504743 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 21120652 | BOY |
| EOY | 23938106 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 306088 | BOY |
| EOY | 78042 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 390969 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 306088 | BOY |
| EOY | 469011 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3948598 | BOY |
| EOY | 3607122 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3274065 | BOY |
| EOY | 5942822 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 13591901 | BOY |
| EOY | 13919151 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 20814564 | BOY |
| EOY | 23469095 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 21120652 | BOY |
| EOY | 23938106 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 1026879 | ReconcilationRevenueExpenses |
| Reconciliation Unrealized Invest | 1686555 | ReconciliationUnrealizedInvest |
| Reconcilation Other Changes | -58903 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
FS Audited Basis FSAuditedBasis
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Statement Both | X | FinancialStatementBoth |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | 1 | AuditCommittee |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org170b1 Avi | X | PubliclySupportedOrg170b1Avi |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 2205599 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 2009793 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 2169377 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 1151749 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1983562 | CurrentTaxYear |
| Total | 9520080 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 2205599 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 2009793 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 2169377 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 1151749 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1983562 | CurrentTaxYear |
| Total | 9520080 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 617451 | AmountsSubstContributorsTotal |
| Public Support Total170 | 8902629 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 456890 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 341581 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 842210 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 522217 | CurrentTaxYearMinus1Year |
| Current Tax Year | 611458 | CurrentTaxYear |
| Total | 2774356 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 12294436 | TotalSupport |
| Public Support Pertcentage170 | 0.72410 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.72620 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| 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) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 15998563 | BeginningOfYearBalance |
| Contributions | 1253995 | Contributions |
| Investment Earnings Or Losses | 2099380 | InvestmentEarningsOrLosses |
| Other Expenditures | 205187 | OtherExpenditures |
| Administrative Expenses | 88238 | AdministrativeExpenses |
| End Of Year Balance | 19058513 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 15914819 | BeginningOfYearBalance |
| Contributions | 314429 | Contributions |
| Investment Earnings Or Losses | 39106 | InvestmentEarningsOrLosses |
| Other Expenditures | 180722 | OtherExpenditures |
| Administrative Expenses | 89069 | AdministrativeExpenses |
| End Of Year Balance | 15998563 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 14761079 | BeginningOfYearBalance |
| Contributions | 836277 | Contributions |
| Investment Earnings Or Losses | 792950 | InvestmentEarningsOrLosses |
| Administrative Expenses | 475487 | AdministrativeExpenses |
| End Of Year Balance | 15914819 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 7920043 | BeginningOfYearBalance |
| Contributions | 5495559 | Contributions |
| Investment Earnings Or Losses | 1400486 | InvestmentEarningsOrLosses |
| Administrative Expenses | 55009 | AdministrativeExpenses |
| End Of Year Balance | 14761079 | EndOfYearBalance |
Current Year Minus4 Years CurrentYearMinus4Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 9204956 | BeginningOfYearBalance |
| Contributions | 192171 | Contributions |
| Investment Earnings Or Losses | -1403396 | InvestmentEarningsOrLosses |
| Administrative Expenses | 73688 | AdministrativeExpenses |
| End Of Year Balance | 7920043 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.13250 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.73030 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.13720 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 0 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 15400 | OtherCostOrOtherBasis |
| Book Value | 15400 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 15400 | TotalOfBookValueLandBuildings |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | GIFT ANNUITY PAYABLE | Description |
| Amount | $390,969 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 390969 | TotalOfAmounts |
| Footnote In Part XIII | X | FootnoteInPartXIII |
| Tot Revenue Etc Audited Fincl Stmt | 5357219 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 1686555 | NetUnrealizedGainsInvestments |
| Donated Srvc And Use Of Facilities | 857289 | DonatedSrvcAndUseOfFacilities |
| Other Revenues | -58628 | OtherRevenues |
| Revenue Not Rptd F990 | 2485216 | RevenueNotRptdF990 |
| Revenue Subtotal | 2872003 | RevenueSubtotal |
| Revenue Not Rptd On Fin Stmt | 0 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 2872003 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 2702688 | TotExpensesEtcAuditedFinclStmt |
| Donated Services Use Of Facilities | 857289 | DonatedServicesUseOfFacilities |
| Other Expenses Included | 275 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 857564 | ExpensesNotRptdF990 |
| Expenses Subtotal | 1845124 | ExpensesSubtotal |
| Expenses Not Rptd On Fin Stmt | 0 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 1845124 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIII Form990ScheduleDPartXIII (4 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: | 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 AND 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. |
| DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: | 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 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. EFFECTIVE JANUARY 1, 2009, THE FOUNDATION ADOPTED ACCOUNTING FOR UNCERTAIN TAX POSITIONS. THE ACCOUNTING STANDARD PRESCRIBES A RECOGNITION THRESHOLD AND MEASUREMENT PROCESS FOR UNCERTAIN TAX POSITIONS. THE FOUNDATION HAD NO UNCERTAIN TAX POSITIONS AS OF DECEMBER 31, 2012. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | CHANGE IN VALUE OF CHARITABLE GIFT ANNUITY -51,085. CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS -7,818. RECLASS OF GRANT DISBURSEMENT REFUND 275. | |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | RECLASS OF GRANT DISBURSEMENT REFUND 275. |
Schedule G IRS990ScheduleG
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | MAYFAIRE | NameOfEvent1 |
| Gross Receipts Event1 | 276587 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 697 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 275890 | GrossRevenueEvent1 |
| Rent Facility Costs Event1 | 26377 | RentFacilityCostsEvent1 |
| Food And Beverage Event1 | 12217 | FoodAndBeverageEvent1 |
| Entertainment Event1 | 37291 | EntertainmentEvent1 |
| Other Direct Expenses Event1 | 13092 | OtherDirectExpensesEvent1 |
| Name Of Event2 | PROFESSIONAL CONFERENCE | NameOfEvent2 |
| Gross Receipts Event2 | 900 | GrossReceiptsEvent2 |
| Gross Revenue Event2 | 900 | GrossRevenueEvent2 |
| Food And Beverage Event2 | 246 | FoodAndBeverageEvent2 |
| Other Direct Expenses Event2 | 2491 | OtherDirectExpensesEvent2 |
| Gross Receipts Total | 277487 | GrossReceiptsTotal |
| Charitable Contributions Total | 697 | CharitableContributionsTotal |
| Gross Revenue Total Events | 276790 | GrossRevenueTotalEvents |
| Rent Facility Costs Total Events | 26377 | RentFacilityCostsTotalEvents |
| Food And Beverage Total Events | 12463 | FoodAndBeverageTotalEvents |
| Entertainment Total Events | 37291 | EntertainmentTotalEvents |
| Other Direct Expenses Total Events | 15583 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 91714 | DirectExpenseSummaryEvents |
| Net Income Summary | 185076 | NetIncomeSummary |
Gaming Information GamingInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Revenue Other Gaming | 28549 | GrossRevenueOtherGaming |
| Cash Prizes Other Gaming | 12370 | CashPrizesOtherGaming |
| Non Cash Prizes Other Gaming | 4445 | NonCashPrizesOtherGaming |
| Volunteer Labor Other Gaming | 0 | VolunteerLaborOtherGaming |
| Gross Revenue Total Gaming | 28549 | GrossRevenueTotalGaming |
| Cash Prizes Total Gaming | 12370 | CashPrizesTotalGaming |
| Non Cash Prizes Total Gaming | 4445 | NonCashPrizesTotalGaming |
| Direct Expense Summary Gaming | 16815 | DirectExpenseSummaryGaming |
| Net Gaming Income Summary | 11734 | NetGamingIncomeSummary |
| Field | Value | IRS element (for citing) |
|---|---|---|
| States Where Gaming Conducted | MT | StatesWhereGamingConducted |
| Licensed | 1 | Licensed |
| License Suspended Etc | 0 | LicenseSuspendedEtc |
| Gaming With Nonmembers | 1 | GamingWithNonmembers |
| Member Of Other Entity | 0 | MemberOfOtherEntity |
| Percentage Of Gaming Othr Facility | 1.00000 | PercentageOfGamingOthrFacility |
| Name Of Gaming Rec Keeper Person | MARILYN PARKER | NameOfGamingRecKeeperPerson |
Address Of Gaming Rec Keeper US AddressOfGamingRecKeeperUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 7008 | AddressLine1 |
| City | GREAT FALLS | City |
| State | MT | State |
| ZIP Code | 59406 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contract With3rd Party For Gam Rev | 0 | ContractWith3rdPartyForGamRev |
| Gaming Manager Name Person | MARILYN PARKER | GamingManagerNamePerson |
| Gaming Manager Compensation | 176 | GamingManagerCompensation |
| Gaming Manager Services Provided | CREATE AND OVERSEE THE CALCULATION FOR THE TOURNAMENT RECORD KEEPING AND PAYOUT TO PLAYERS. | GamingManagerServicesProvided |
| Gaming Manager Is Employee | X | GamingManagerIsEmployee |
| Charitable Distrib Required | 0 | CharitableDistribRequired |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Recipient Table RecipientTable (6 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EIN Of RecipientEINOfRecipient | IRC SectionIRCSection | Amount Of Cash GrantAmountOfCashGrant | Purpose Of GrantPurposeOfGrant |
|---|---|---|---|---|---|---|---|
| BENEFIS HEALTH SYSTEM | |||||||
| 1101 26TH ST S | GREAT FALLS | MT | 59405 | 263538104 | 501(C)(3) | 432525 | SUPPORT VARIOUS PROGRAMS AND PROJECTS |
| BENEFIS HOSPITALS | |||||||
| 1101 26TH ST S | GREAT FALLS | MT | 59405 | 810232122 | 501(C)(3) | 251591 | SUPPORT VARIOUS PROGRAMS AND PROJECTS |
| BENEFIS MEDICAL GROUP | |||||||
| 1101 26TH ST S | GREAT FALLS | MT | 59405 | 263538192 | 501(C)(3) | 22614 | SUPPORT VARIOUS PROGRAMS AND PROJECTS |
| BENEFIS SPECTRUM MEDICAL | |||||||
| 1101 26TH ST S | GREAT FALLS | MT | 59405 | 810431871 | 501(C)(3) | 12461 | SUPPORT VARIOUS PROGRAMS AND PROJECTS |
| NEIGHBORHOOD HOUSING SERVICES | |||||||
| 509 1ST AVE S | GREAT FALLS | MT | 59401 | 810389825 | 501(C)(3) | 6000 | PORTABLE WHEELCHAIR RAMPS |
| NORTHCENTRAL MT HEALTHCARE ALLIANCE | |||||||
| 1101 26TH ST S | GREAT FALLS | MT | 59405 | 721587972 | 501(C)(4) | 7800 | ANNUAL REGIOANL RURAL PHYSICIANS CONFERENCE |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 5 | TotalNbrOf501C3AndGovtGrants |
| Total Nbr Of Other Organizations | 1 | TotalNbrOfOtherOrganizations |
Form990 Schedule I Part III Form990ScheduleIPartIII (3 entries)
| Type Of GrantTypeOfGrant | Number Of RecipientsNumberOfRecipients | Amount Of Cash GrantAmountOfCashGrant |
|---|---|---|
| ANGEL FUND - PROVIDES FINANCIAL ASSISTANCE TO FAMILIES WITH CHILDREN WHO HAVE CATASTROPHIC ILLNESSES. | 61 | 38968 |
| CARING FOR OUR OWN - PROVIDES FINANCIAL ASSISTANCE TO BENEFIS HEALTH SYSTEM EMPLOYEES OR VOLUNTEERS WHO EXPERIENCE AN EMERGENCY. | 64 | 45773 |
| 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. | 29 | 30515 |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PROCEDURE FOR MONITORING GRANTS IN THE U.S.: | Identifier |
| Return Reference | PART I, LINE 2: | ReturnReference |
| Explanation | SCHEDULE I, 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. THEY REQUIRE 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, THEY MAY REQUIRE RECEIPTS AS WELL AS REPORTS CONTAINING DETAILS ON HOW THE MONEY WAS USED, WHO BENEFITTED, AND STORIES FROM THOSE WHO BENEFITTED. THE BENEFIS HEALTH SYSTEM FOUNDATION GRANTS FUNDS TO BENEFIS HEALTH SYSTEM IN SUPPORT OF MANY OF THEIR HOSPITAL PROGRAMS, DEPARTMENTS AND PROJECTS: $ 856,235 RESIDENTIAL HOSPICE FACILITY, BENEFIS PEACE HOSPICE AND CHILDREN'S BEREAVEMENT PROGRAM WHICH INCLUDES CAMP FRANCIS 150,000 REHABILITATION SERVICES 85,010 DIALYSIS SERVICES 70,545 NICU AND LABOR AND DELIVERY 28,356 HEART AND VASCULAR INSTITUTE 27,502 GIFT OF LIFE HOUSING CENTERS 34,905 SLETTEN CANCER INSTITUTE 47,614 VARIOUS PROGRAMS AND SERVICES OF BENEFIS HEALTH SYSTEM $1,300,167 TOTAL GRANTS TO BENEFIS HEALTH SYSTEM | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Travel For Companions | X | TravelForCompanions |
| Written Policy Re T And E Expenses | 1 | WrittenPolicyReTAndEExpenses |
| Substantiation Required | 1 | SubstantiationRequired |
| Compensation Committee | X | CompensationCommittee |
| Independent Consultant | X | IndependentConsultant |
| Written Employment Contract | X | WrittenEmploymentContract |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 0 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 0 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (3 entries)
| TitleTitle | Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| MARILYN GRAMS MD | ||||||||||||||
| DIRECTOR | 0 | 247359 | 0 | 215726 | 0 | 73205 | 0 | 0 | 0 | 273 | 0 | 536563 | 0 | 0 |
| G MARK SEAL MD | ||||||||||||||
| DIRECTOR | 0 | 459346 | 0 | 0 | 0 | 13898 | 0 | 0 | 0 | 8184 | 0 | 481428 | 0 | 0 |
| JOHN GOODNOW | ||||||||||||||
| EX-OFFICIO DIRECTOR | 0 | 543521 | 0 | 132589 | 0 | 142043 | 0 | 102277 | 0 | 6840 | 0 | 927270 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Reference | PART I, LINE 1A | ReturnReference |
| Explanation | TRAVEL FOR COMPANIONS THAT BHS PAYS FOR ITS OFFICERS IS TREATED AS TAXABLE INCOME TO THE INDIVIDUAL ACCORDINGLY. | Explanation |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 8 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 294941 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | DISCOUNTED PRESENT VALUE | MethodOfDeterminingRevenues |
Other Non Cash Contributions Table OtherNonCashContributionsTable (3 entries)
| Non Cash CheckboxNonCashCheckbox | DescriptionDescription | Number Of ContributionsNumberOfContributions | Noncash Contribs Rptd F990NoncashContribsRptdF990 | Method Of Determining RevenuesMethodOfDeterminingRevenues |
|---|---|---|---|---|
| X | PATIENT SUPPLIES | 93 | 93 | COMPARABLE SALES |
| X | SOFA | 1 | 1200 | PURCHASE PRICE |
| X | CAMP SUPPLIES | 4 | 722 | PURCHASE PRICE |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of8283 Received | 0 | NumberOf8283Received |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | 1 | ReviewProcessUnusualNCGifts |
| Third Parties Used | 0 | ThirdPartiesUsed |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (11 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| FORM 990, PART VI, SECTION A, LINE 1 | 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 POWER 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 OF THE 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. | |
| 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 PROVIDES THESE SERVICES TO ITS SUBSIDIARY TAX-EXEMPT OPERATING ENTITIES ON A CENTRALIZED BASIS. THE SERVICES INCLUDE THE FOLLOWING: - MANAGEMENT OF HUMAN RESOURCES INCLUDING POLICIES AND PRACTICES - MANAGEMENT, PLANNING, BUDGETING AND REPORTING OF FINANCIAL OPERATIONS - INFORMATION SYSTEMS COORDINATION - OVERSEES QUALITY STANDARDS, COMPLIANCE AND RISK MANAGEMENT - MANAGES REGIONAL, COMMUNITY AND GOVERNMENT RELATIONS AND MARKETING - MANAGEMENT OF GRANTS DEVELOPMENT THE BOARD OF DIRECTORS OF BHS ALSO OVERSEES ALL OF THE ORGANIZATION'S BOARD ACTIVITIES. THE FOLLOWING PERSONS LISTED IN PART VII WERE COMPENSATED BY BHS: STEVE BALLOCK - $237,494 (COMPENSATION FOR SERVICES AS OFFICER OF BHS) WAYNE DUNN - $95,989 (COMPENSATION FOR SERVICES AS OFFICER OF BHS) JOHN GOODNOW - $818,153 (COMPENSATION FOR SERVICES AS OFFICER OF BHS) DANIEL HOLLOW - $98,685 MARILYN PARKER - $68,596 | |
| FORM 990, PART VI, SECTION A, LINE 6 | THE SOLE CORPORATE MEMBER OF THE ORGANIZATION IS BENEFIS HEALTH SYSTEM, INC., A MONTANA NON-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 RESERVE POWERS OVER BENEFIS HEALTH SYSTEM FOUNDATION: - TO ELECT THE DIRECTORS TO THE BOARD AND OFFICERS OF THE FOUNDATION AND REMOVE ANY DIRECTOR OR OFFICER OF THE FOUNDATION - TO INITIATE AND APPROVE ANY PLAN OF MERGER, CONSOLIDATION OR DISSOLUTION INVOLVING THE FOUNDATION - 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, DISPOSTION OR TERMINATION OF THE 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 | UNDER THE ARTICLES AND BYLAWS AMENDED DECEMBER 13, 2011, 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 11 | 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 DISTRIBUTED TO ALL MEMBERS OF THE ORGANIZATION'S BOARD OF DIRECTORS, WITH A PRESENTATION TO THE BOARD OF BENEFIS HEALTH SYSTEM, INC. 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 ON ANY MATTERS AS TO WHICH THEY HAVE A CONFLICT. | |
| FORM 990, PART VI, SECTION B, LINE 15A | THE COMPENSATION OF THE PRESIDENT 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. THE COMPENSATION OF THE ORGANIZATION'S OTHER OFFICERS, KEY EMPLOYEES AND MANAGERS WAS SET BY THEIR RESPECTIVE SUPERVISORY EXECUTIVES IN CONSULTATION WITH BENEFIS HEALTH SYSTEM, INC.'S HUMAN RESOURCES DEPARTMENT AND EXECUTIVE LEADERSHIP, BASED ON A REVIEW OF INDEPENDENT DATA AS TO AMOUNTS PAID BY SIMILARLY-SITUATED ORGANIZATIONS FOR PERSONS PERFORMING COMPARABLE SERVICES. | |
| FORM 990, PART VI, SECTION C, LINE 19 | BENEFIS HEALTH SYSTEM FOUNDATION, INC. PROVIDES COPIES OF GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICIES, FINANCIAL STATEMENTS, AND FORM 990 TO THE PUBLIC UPON REQUEST DURING NORMAL BUSINESS HOURS. | |
| FORM 990, PART XI, LINE 9: | CHANGE IN VALUE OF CHARITABLE GIFT ANNUITY -51,085. CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS -7,818. | CHANGES IN NET ASSETS OR FUND BALANCES: |
Schedule R IRS990ScheduleR
Form990 Schedule R Part I Form990ScheduleRPartI (3 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Total IncomeTotalIncome | EOY AssetsEOYAssets |
|---|---|---|---|---|---|---|---|---|---|
| BENEFIS SLETTEN HI-LINE CANCER CENTER LLC | |||||||||
| 1101 26TH STREET SOUTH | GREAT FALLS | MT | 59405 | 263144419 | MEDICAL CARE | MT | BENEFIS HEALTH SYSTEM INC | ||
| 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 | 15400 |
Form990 Schedule R Part II Form990ScheduleRPartII (6 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Exempt Code SectionExemptCodeSection | Public Charity StatusPublicCharityStatus | Direct Controlling Entity NADirectControllingEntityNA | Controlled OrgControlledOrg | Business Name Line1DirectControllingEntityName/BusinessNameLine1 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BENEFIS HEALTH SYSTEM INC | |||||||||||
| 1101 26TH STREET SOUTH | GREAT FALLS | MT | 59405 | 263538104 | MANAGEMENT AND SUPPORT SERVICES | MT | 501(C)(3) | SCHEDULE A, LINE 11 | N/A | 0 | |
| BENEFIS MEDICAL GROUP INC | |||||||||||
| 1401 25TH STREET SOUTH | GREAT FALLS | MT | 59405 | 263538192 | PHYSICIAN SERVICES | MT | 501(C)(3) | SCHEDULE A, LINE 3 | 0 | BENEFIS HEALTH SYSTEM INC | |
| BENEFIS SPECTRUM MEDICAL INC | |||||||||||
| 1101 26TH STREET SOUTH | GREAT FALLS | MT | 59405 | 810431871 | HOME HEALTH AND RELATED PRODUCTS | MT | 501(C)(3) | SCHEDULE A, LINE 9 | 0 | BENEFIS HEALTH SYSTEM INC | |
| BENEFIS HOSPITALS INC | |||||||||||
| 1101 26TH STREET SOUTH | GREAT FALLS | MT | 59405 | 810232122 | HOSPITAL | MT | 501(C)(3) | SCHEDULE A, LINE 3 | 0 | BENEFIS HEALTH SYSTEM INC | |
| BENEFIS HEALTHCARE EES HEALTH PLAN AND TRUST | |||||||||||
| 1101 26TH STREET SOUTH | GREAT FALLS | MT | 59405 | 363386166 | BENEFIT PLAN | MT | 501(C)(9) | 0 | BENEFIS HEALTH SYSTEM INC | ||
| BENEFIS SENIOR SERVICES INC | |||||||||||
| 1101 26TH STREET SOUTH | GREAT FALLS | MT | 59405 | 461344408 | SENIOR SERVICES/CRCC | MT | 501(C)(3) | SCHEDULE A, LINE 9 | 0 | BENEFIS HEALTH SYSTEM INC | |
Form990 Schedule R Part III Form990ScheduleRPartIII (3 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivityPrimaryActivity | Legal Domicile StateLegalDomicileState | Direct Controlling Entity NADirectControllingEntityNA | Predominant Income TypePredominantIncomeType | Disproportionate AllocationsDisproportionateAllocations | General Or Managing PartnerGeneralOrManagingPartner |
|---|---|---|---|---|---|---|---|---|---|---|
| SPECTRUM HOME SOLUTIONS | ||||||||||
| 2509 7TH AVE SOUTH | GREAT FALLS | MT | 59405 | 810431871 | IV THERAPY | MT | N/A | N/A | 0 | 0 |
| BBB LLC | ||||||||||
| 1101 26TH STREET SOUTH | GREAT FALLS | MT | 59405 | 263652926 | MEDICAL BUILDING | MT | N/A | N/A | 0 | 0 |
| GREAT FALLS ATHLETIC CLUB LLC | ||||||||||
| 1800 BENEFIS COURT | GREAT FALLS | MT | 59405 | 912081505 | FITNESS CLUB | MT | N/A | N/A | 0 | 0 |
Form990 Schedule R Part IV Form990ScheduleRPartIV
Name Of Related Org NameOfRelatedOrg
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BENEFIS HEALTHCARE PRACTITIONERS PC | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1101 26TH STREET SOUTH | AddressLine1 |
| City | GREAT FALLS | City |
| State | MT | State |
| ZIP Code | 59405 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 201383362 | EIN |
| Primary Activity | HEALTHCARE SERVICES | PrimaryActivity |
| Legal Domicile State | MT | LegalDomicileState |
| Direct Controlling Entity NA | N/A | DirectControllingEntityNA |
| Type Of Entity | C | TypeOfEntity |
| Controlled Org | 0 | ControlledOrg |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 1 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 1 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 0 | LoansOrGuaranteesFromOtherOrg |
| Dividends Related Organization | 0 | DividendsRelatedOrganization |
| Sale Of Assets To Other Org | 0 | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | 0 | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | 0 | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | 0 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 0 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 1 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 1 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 1 | SharingOfFacilities |
| Sharing Of Paid Employees | 1 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 1 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 0 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 0 | OtherTransferFromOtherOrg |
Comments