BENEFIS HEALTH SYSTEM FOUNDATION INC: Form 990, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- BENEFIS HEALTH SYSTEM FOUNDATION INC (EIN 81-0480587)
- Tax period
- 2010-01-01 to 2010-12-31
- Filed
- 2011-10-06
- IRS object ID
- 201112799349300111
- Schema version
- 2010v3.2
- 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 | 2011-10-06T08:13:22-07:00 | Timestamp |
| Tax Period End Date | 2010-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Anderson Zurmuehlen | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 21 10th Street South | AddressLine1 |
| City | Great Falls | City |
| State | MT | State |
| ZIP Code | 59401 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2010-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 810480587 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BENEFIS HEALTHCARE 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 | JUDITH M HELD | Name |
| Title | President | Title |
| Date Signed | 2011-10-06 | DateSigned |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | RR | Name |
| Phone | 4067270888 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | TaxYear |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | JUDITH M HELD | 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 | 59403 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 8626883 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| All Affiliates Included | false | AllAffiliatesIncluded |
| 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 | 19 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 19 | NbrIndependentVotingMembers |
| Total Nbr Employees | 0 | TotalNbrEmployees |
| Total Nbr Volunteers | 107 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Contributions Grants Prior Year | 2009793 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 2169377 | ContributionsGrantsCurrentYear |
| Program Service Revenue CY | 0 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 429541 | InvestmentIncomePriorYear |
| Investment Income Current Year | 962040 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 128664 | OtherRevenuePriorYear |
| Other Revenue Current Year | 145427 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 2567998 | TotalRevenuePriorYear |
| Total Revenue Current Year | 3276844 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 1543801 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 2256001 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Current Year | 0 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 0 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 84242 | OtherExpensePriorYear |
| Other Expenses Current Year | 145492 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 1628043 | TotalExpensesPriorYear |
| Total Expenses Current Year | 2401493 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 939955 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 875351 | RevenuesLessExpensesCY |
| Total Assets BOY | 19075931 | TotalAssetsBOY |
| Total Assets EOY | 20791327 | TotalAssetsEOY |
| Total Liabilities BOY | 9207016 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 565321 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 9868915 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 20226006 | NetAssetsOrFundBalancesEOY |
| Mission Description | IMPROVING AND ENHANCING HEALTHCARE SERVICES FOR PEOPLE THROUGHOUT NORTHCENTRAL MONTANA. | MissionDescription |
| Significant New Program Services | false | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Expense | 2256001 | Expense |
| Grants | 2256001 | Grants |
| Description | BENEFIS HEALTHCARE 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. BENEFIS HEALTHCARE 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 | 2256001 | TotalProgramServiceExpense |
| Described In501 C3 | true | DescribedIn501C3 |
| Schedule B Required | true | ScheduleBRequired |
| Political Activities | false | PoliticalActivities |
| Lobbying Activities | false | LobbyingActivities |
| Subject To Proxy Tax | false | SubjectToProxyTax |
| Donor Advised Funds | false | DonorAdvisedFunds |
| Conservation Easements | false | ConservationEasements |
| Collections Of Art | false | CollectionsOfArt |
| Credit Counseling | false | CreditCounseling |
| Term Or Permanent Endowments | true | TermOrPermanentEndowments |
| Report Land Bldg Equip | true | ReportLandBldgEquip |
| Report Invest Oth Securities | false | ReportInvestOthSecurities |
| Report Prog Rel Invest | false | ReportProgRelInvest |
| Report Other Assets | false | ReportOtherAssets |
| Report Other Liabilities | false | ReportOtherLiabilities |
| Report Fin48 Footnote | true | ReportFin48Footnote |
| Independent Audit Financial Stmt | true | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | false | ConsolidatedAuditFinancialStmt |
| School | false | School |
| Foreign Office | false | ForeignOffice |
| Foreign Activities | false | ForeignActivities |
| More Than5000 K To Organizations | false | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividuals |
| Professional Fundraising | false | ProfessionalFundraising |
| Fundraising Activities | true | FundraisingActivities |
| Gaming | true | Gaming |
| Hospital | false | Hospital |
| Grants To Organizations | true | GrantsToOrganizations |
| Grants To Individuals | true | GrantsToIndividuals |
| Schedule J Required | true | ScheduleJRequired |
| Tax Exempt Bonds | false | TaxExemptBonds |
| Invest Tax Exempt Bonds | false | InvestTaxExemptBonds |
| Escrow Account | false | EscrowAccount |
| On Behalf Of Issuer | false | OnBehalfOfIssuer |
| Excess Benefit Transaction | false | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | false | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | false | LoanToOfficerOrDQP |
| Grant To Related Person | false | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | false | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | false | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | false | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | true | DeductibleNonCashContributions |
| Deductible Contributions Of Art | false | DeductibleContributionsOfArt |
| Terminated | false | Terminated |
| Partial Liquidation | false | PartialLiquidation |
| Disregarded Entity | true | DisregardedEntity |
| Related Entity | false | RelatedEntity |
| Related Org Controlled Entity | false | RelatedOrgControlledEntity |
| Transaction Related Entity | false | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | false | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | false | ActivitiesConductedPartnership |
| Schedule O Required | true | ScheduleORequired |
| Number Forms Transmitted With1096 | 0 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | false | ComplianceWithBackupWitholding |
| Number Of Employees | 0 | NumberOfEmployees |
| Employment Tax Returns Filed | false | EmploymentTaxReturnsFiled |
| Unrelated Business Income | false | UnrelatedBusinessIncome |
| Form990-T Filed | false | Form990-TFiled |
| Foreign Financial Account | false | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTrans |
| Taxable Party Notification | false | TaxablePartyNotification |
| Form8886 T Filed | false | Form8886TFiled |
| Non Deductible Contributions | true | NonDeductibleContributions |
| Non Deductible Disclosure | true | NonDeductibleDisclosure |
| Quid Pro Quo Contributions | false | QuidProQuoContributions |
| Quid Pro Quo Disclosure | false | QuidProQuoDisclosure |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOf |
| Number Of8282 Filed | 0 | NumberOf8282Filed |
| Funds To Pay Premiums | false | FundsToPayPremiums |
| Premiums Paid | false | PremiumsPaid |
| Form8899 Filed | false | Form8899Filed |
| Form1098 C Filed | false | Form1098CFiled |
| Excess Business Holdings | false | ExcessBusinessHoldings |
| Taxable Distributions | false | TaxableDistributions |
| Distribution To Donor | false | DistributionToDonor |
| Filed Lieu1041 | false | FiledLieu1041 |
| Licensed More Than One State | false | LicensedMoreThanOneState |
| Indoor Tanning Services | false | IndoorTanningServices |
| Form720 Filed | false | Form720Filed |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 19 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 19 | NumberIndependentVotingMembers |
| Family Or Business Relationship | false | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | false | DelegationOfManagementDuties |
| Changes To Organizing Docs | false | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuse |
| Members Or Stockholders | false | MembersOrStockholders |
| Election Of Board Members | false | ElectionOfBoardMembers |
| Decisions Subject To Approval | true | DecisionsSubjectToApproval |
| Minutes Of Governing Body | true | MinutesOfGoverningBody |
| Minutes Of Committees | true | MinutesOfCommittees |
| Officer Mailing Address | false | OfficerMailingAddress |
| Local Chapters | false | LocalChapters |
| Policies Reference Chapters | false | PoliciesReferenceChapters |
| Form990 Provided To Governing Body | true | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | true | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | true | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | true | RegularMonitoringEnforcement |
| Whistleblower Policy | true | WhistleblowerPolicy |
| Document Retention Policy | true | DocumentRetentionPolicy |
| Compensation Process CEO | true | CompensationProcessCEO |
| Compensation Process Other | false | CompensationProcessOther |
| Investment In Joint Venture | false | InvestmentInJointVenture |
| Written Policy Or Procedure | false | WrittenPolicyOrProcedure |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | MARILYN PARKER | NamePerson |
| Telephone Number | 4064555840 | TelephoneNumber |
Address US AddressUS
| 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) |
|---|---|---|
| Info In Schedule O Part VII | X | InfoInScheduleOPartVII |
Form990 Part VII Section A Form990PartVIISectionA (21 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation |
|---|---|---|---|---|---|---|
| TIMOTHY P CULLITON | ||||||
| Treasurer | 3.00 | X | X | 0 | 0 | 0 |
| THOMAS C KEY MD | ||||||
| Director | 1.00 | X | 0 | 0 | 0 | |
| TANYA A CAMERON | ||||||
| Chairman | 3.00 | X | X | 0 | 0 | 0 |
| SUSAN A TALEFF | ||||||
| Director | 1.00 | X | 0 | 0 | 0 | |
| STEVEN A SCHNIDER | ||||||
| Director | 1.00 | X | 0 | 0 | 0 | |
| ROBERTA W BOYLAN | ||||||
| Director | 1.00 | X | 0 | 0 | 0 | |
| RICHARD F DOUGHTEN | ||||||
| Director | 1.00 | X | 0 | 0 | 0 | |
| RICHARD E LAURITZEN MD | ||||||
| Director | 1.00 | X | 0 | 0 | 0 | |
| PATRICIA T SLETTEN | ||||||
| Director | 1.00 | X | 0 | 0 | 0 | |
| NORBERT E JOHNSON | ||||||
| Director | 1.00 | X | 0 | 0 | 0 | |
| NANCY A LEWIS | ||||||
| Treasurer | 2.00 | X | X | 0 | 0 | 0 |
| NANCY A DAVIDSON | ||||||
| Director | 1.00 | X | 0 | 0 | 0 | |
| MARY KATHLEEN RICE | ||||||
| VICE CHAIR | 1.00 | X | X | 0 | 0 | 0 |
| MARILYN PARKER | ||||||
| GIVING, FINANCE | 60.00 | X | 0 | 62588 | 10307 | |
| LESLIE A RUSSELL MD | ||||||
| Director | 1.00 | X | 0 | 0 | 0 | |
| KRISTINE O HOUTONEN | ||||||
| Secretary | 1.00 | X | X | 0 | 0 | 0 |
| KEITH R TOKERUD | ||||||
| Director | 1.00 | X | 0 | 0 | 0 | |
| JUDITH M HELD | ||||||
| President | 60.00 | X | 0 | 170126 | 13366 | |
| EUGENE B THAYER | ||||||
| Director | 1.00 | X | 0 | 0 | 0 | |
| ELIZABETH A MCGREGOR | ||||||
| Director | 1.00 | X | 0 | 0 | 0 | |
| DAVID L WILSEY | ||||||
| Director | 1.00 | X | 0 | 0 | 0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp Frm Rltd Orgs | 232714 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 23673 | TotalOtherCompensation |
| Number Individuals GT100 K | 0 | NumberIndividualsGT100K |
| Formers Listed | false | FormersListed |
| Total Comp GT150 K | true | TotalCompGT150K |
| Compensation From Other Sources | true | CompensationFromOtherSources |
| Number Of Contractors GT100 K | 0 | NumberOfContractorsGT100K |
| Fundraising Events | 10270 | FundraisingEvents |
| All Other Contributions | 2159107 | AllOtherContributions |
| Noncash Contributions | 72856 | NoncashContributions |
| Total Contributions | 2169377 | TotalContributions |
| Total Program Service Revenue | 0 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 842210 | TotalRevenueColumn |
| Exclusion | $842,210 | ExclusionAmount |
Income From Invest Bond Proceeds IncomeFromInvestBondProceeds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 5338960 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 5219130 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 119830 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 119830 | TotalRevenueColumn |
| Exclusion | $119,830 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 252221 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 10270 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 117925 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 134296 | TotalRevenueColumn |
| Exclusion | $134,296 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Gaming | 24115 | GrossIncomeGaming |
| Gaming Direct Expenses | 12984 | GamingDirectExpenses |
Net Income From Gaming NetIncomeFromGaming
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 11131 | TotalRevenueColumn |
| Exclusion | $11,131 | ExclusionAmount |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 0 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 3276844 | TotalRevenueColumn |
| Exclusion | $1,107,467 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2116603 | Total |
| Program Services | 2116603 | ProgramServices |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 139398 | Total |
| Program Services | 139398 | ProgramServices |
Foreign Grants ForeignGrants
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Benefits To Members BenefitsToMembers
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Comp Disqual Persons CompDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 136113 | Total |
| Management And General | 136113 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Expenses OtherExpenses (2 entries)
| DescriptionDescription | TotalTotal | Management And GeneralManagementAndGeneral |
|---|---|---|
| UNCOLLECTIBLE PLEDGES | 6189 | 6189 |
| FOREIGN TAXES ON INVESTMENTS | 3190 | 3190 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2401493 | Total |
| Program Services | 2256001 | ProgramServices |
| Management And General | 145492 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 200 | BOY |
| EOY | 21161 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2277130 | BOY |
| EOY | 1425767 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 807960 | BOY |
| EOY | 614993 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 56718 | BOY |
| EOY | 274369 | EOY |
Receivables From Officers Etc ReceivablesFromOfficersEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Receivables From Disqual Persons ReceivablesFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 15000 | LandBuildingsEquipmentBasis |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 15000 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 15325430 | BOY |
| EOY | 17776151 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 161082 | BOY |
| EOY | 177676 | EOY |
Investments Program Related InvestmentsProgramRelated
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Intangible Assets IntangibleAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 447411 | BOY |
| EOY | 486210 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 19075931 | BOY |
| EOY | 20791327 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 480394 | BOY |
| EOY | 565321 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8726622 | BOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9207016 | BOY |
| EOY | 565321 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3189080 | BOY |
| EOY | 3701514 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 625105 | BOY |
| EOY | 3062184 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6054730 | BOY |
| EOY | 13462308 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9868915 | BOY |
| EOY | 20226006 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 19075931 | BOY |
| EOY | 20791327 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 875351 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 9481740 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | false | AccountantCompileOrReview |
| FS Audited | true | FSAudited |
| Audit Committee | true | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| Federal Grant Audit Required | true | FederalGrantAuditRequired |
| Federal Grant Audit Performed | true | FederalGrantAuditPerformed |
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 | 1978796 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1656457 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 2205599 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 2009793 | CurrentTaxYearMinus1Year |
| Current Tax Year | 2169377 | CurrentTaxYear |
| Total | 10020022 | Total |
Tax Rev Levied For Org Benefit170 TaxRevLeviedForOrgBenefit170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Value Srvc Fclts Furnished By Govt ValueSrvcFcltsFurnishedByGovt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 1978796 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1656457 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 2205599 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 2009793 | CurrentTaxYearMinus1Year |
| Current Tax Year | 2169377 | CurrentTaxYear |
| Total | 10020022 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 878606 | AmountsSubstContributorsTotal |
| Public Support Total170 | 9141416 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 473929 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 658426 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 456890 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 341581 | CurrentTaxYearMinus1Year |
| Current Tax Year | 842210 | CurrentTaxYear |
| Total | 2773036 | Total |
Net UBI NetUBI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Income170 OtherIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 12793058 | TotalSupport |
| Public Support Pertcentage170 | 0.71460 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.82840 | 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 | 14761079 | BeginningOfYearBalance |
| Contributions | 836277 | Contributions |
| Investment Earnings Or Losses | 792950 | InvestmentEarningsOrLosses |
| Administrative Expenses | 475487 | AdministrativeExpenses |
| End Of Year Balance | 15914819 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| 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 Minus2 Years CurrentYearMinus2Years
| 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 | 0.14060 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.01350 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.84590 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | false | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | false | EndowmentsHeldByRelatedOrgs |
| Are Related Orgs Listed Schedule R | false | AreRelatedOrgsListedScheduleR |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 15000 | OtherCostOrOtherBasis |
| Book Value | 15000 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 15000 | TotalOfBookValueLandBuildings |
| Total Revenue | 3276844 | TotalRevenue |
| Total Expenses | 2401493 | TotalExpenses |
| Excess Or Deficit For Year | 875351 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | 873691 | NetUnrealizedGLOnInvestments |
| Donated Services And Facilities | 6947 | DonatedServicesAndFacilities |
| Prior Period Adjustments | 8726622 | PriorPeriodAdjustments |
| Other | -$125,520 | OtherAmount |
| Total Adjustments | 9481740 | TotalAdjustments |
| Excess Or Deficit Per FS | 10357091 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 4958213 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 873691 | NetUnrealizedGainsInvestments |
| Donated Srvc And Use Of Facilities | 933198 | DonatedSrvcAndUseOfFacilities |
| Other Revenues | -125520 | OtherRevenues |
| Revenue Not Rptd F990 | 1681369 | RevenueNotRptdF990 |
| Revenue Subtotal | 3276844 | RevenueSubtotal |
| Total Revenue Per Form990 | 3276844 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 3327744 | TotExpensesEtcAuditedFinclStmt |
| Donated Services Use Of Facilities | 926251 | DonatedServicesUseOfFacilities |
| Expenses Not Rptd F990 | 926251 | ExpensesNotRptdF990 |
| Expenses Subtotal | 2401493 | ExpensesSubtotal |
| Total Expenses Per Form990 | 2401493 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (3 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Part X | Part X : FIN48 Footnote | IT IS THE OPINION OF MANAGEMENT THAT THE FOUNDATION HAS NO UNCERTAIN TAX POSITIONS. |
| Part XI, Line 8 | Part XI, Line 8: Other Changes in Net Assets or Fund Balances | CHANGE IN VALUE-SPLIT INTEREST AGREEMENTS $ -125520 |
| Part V, Line 4 | Part V, Line 4: Intended uses of the endowment fund. | 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 HEALTHCARE 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 HEALTHCARE 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. |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Agreement Ref Fundraising | false | AgreementRefFundraising |
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | MAYFAIRE | NameOfEvent1 |
| Gross Receipts Event1 | 261569 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 10270 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 251299 | GrossRevenueEvent1 |
| Rent Facility Costs Event1 | 41801 | RentFacilityCostsEvent1 |
| Food And Beverage Event1 | 4284 | FoodAndBeverageEvent1 |
| Entertainment Event1 | 57361 | EntertainmentEvent1 |
| Other Direct Expenses Event1 | 14479 | OtherDirectExpensesEvent1 |
| Gross Receipts Total | 261569 | GrossReceiptsTotal |
| Charitable Contributions Total | 10270 | CharitableContributionsTotal |
| Gross Revenue Total Events | 251299 | GrossRevenueTotalEvents |
| Rent Facility Costs Total Events | 41801 | RentFacilityCostsTotalEvents |
| Food And Beverage Total Events | 4284 | FoodAndBeverageTotalEvents |
| Entertainment Total Events | 57361 | EntertainmentTotalEvents |
| Other Direct Expenses Total Events | 14479 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 117925 | DirectExpenseSummaryEvents |
| Net Income Summary | 133374 | NetIncomeSummary |
Gaming Information GamingInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Volunteer Labor Bingo | false | VolunteerLaborBingo |
| Volunteer Labor Pull Tabs | false | VolunteerLaborPullTabs |
| Gross Revenue Other Gaming | 24115 | GrossRevenueOtherGaming |
| Cash Prizes Other Gaming | 12984 | CashPrizesOtherGaming |
| Volunteer Labor Other Gaming | true | VolunteerLaborOtherGaming |
| Volunteer Labor Prcnt Other Gaming | 0.20000 | VolunteerLaborPrcntOtherGaming |
| Gross Revenue Total Gaming | 24115 | GrossRevenueTotalGaming |
| Cash Prizes Total Gaming | 12984 | CashPrizesTotalGaming |
| Direct Expense Summary Gaming | 12984 | DirectExpenseSummaryGaming |
| Net Gaming Income Summary | 11131 | NetGamingIncomeSummary |
| Field | Value | IRS element (for citing) |
|---|---|---|
| States Where Gaming Conducted | MT | StatesWhereGamingConducted |
| Licensed | true | Licensed |
| License Suspended Etc | false | LicenseSuspendedEtc |
| Gaming With Nonmembers | true | GamingWithNonmembers |
| Member Of Other Entity | false | 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 | false | ContractWith3rdPartyForGamRev |
| Charitable Distrib Required | false | CharitableDistribRequired |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | true | RecordsMaintained |
Recipient Table RecipientTable (2 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EIN Of RecipientEINOfRecipient | Amount Of Cash GrantAmountOfCashGrant | Amount Of Non Cash AssistanceAmountOfNonCashAssistance | Purpose Of GrantPurposeOfGrant | IRC SectionIRCSection |
|---|---|---|---|---|---|---|---|---|
| NOCENTRL MT HEALTHCARE ALLIANCE | ||||||||
| 1101 26TH STREET SOUTH | GREAT FALLS | MT | 59405 | 721587972 | 20382 | 0 | ANNUAL REGIONAL RURAL PHYSICIANS CONFERENCE | |
| BENEFIS HEALTH SYSTEM | ||||||||
| 1101 26TH STREET SOUTH | GREAT FALLS | MT | 59405 | 263538104 | 2092861 | 0 | SUPPORT VARIOUS PROGRAMS & PROJECTS | 501(C)(3) |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 1 | 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 |
|---|---|---|
| NURSING SCHOLARSHIPS | 26 | 71563 |
| CARING FOR OUR OWN | 67 | 48535 |
| ANGEL FUND | 41 | 19300 |
Form990 Schedule I Part IV Form990ScheduleIPartIV (2 entries)
| IdentifierIdentifier | ExplanationExplanation |
|---|---|
| Grantmaker's Description of How Grants are Used | BENEFIS HEALTHCARE 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. |
| Additional Supplemental Information | THE BENEFIS HEALTHCARE FOUNDATION GRANTS FUNDS TO BENEFIS HEALTH SYSTEM IN SUPPORT OF MANY OF THEIR HOSPITAL PROGRAMS, DEPARTMENTS AND PROJECTS:$ 743,603 FEDERAL GRANTS FOR GENERAL PROGRAMS AND SERVICES 358,583 PATIENT CARE TOWER, WHICH CONSISTS OF LABOR & DELIVERY, PEDIATRICS, NICU, HEART & VASCULAR INSTITUTE & RADIOLOGY 210,960 BENEFIS PEACE HOSPICE, CHILDREN'S BEREAVEMENT & RESIDENTIAL HOSPICE FACILITY 43,365 GIFT OF LIFE HOUSING - FREE HOUSING FOR OUT-OF-TOWN PATIENTS 736,350 VARIOUS MEDICAL DEPARTMENTS FOR DIRECT PATIENT CARE-----------$2,092,861 TOTAL GRANTS TO BENEFIS HEALTH SYSTEM |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | X | CompensationCommittee |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | false | SeverancePayment |
| Supplemental Nonqual Retire Plan | false | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | false | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | false | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | false | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | false | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | false | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | false | AnyNonFixedPayments |
| Initial Contract Exception | false | InitialContractException |
| Rebuttable Presumption Procedure | false | RebuttablePresumptionProcedure |
Form990 Schedule J Part II Form990ScheduleJPartII (2 entries)
| Comp Based On Related OrgsCompBasedOnRelatedOrgs | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Related OrgsOtherCompensationRelatedOrgs |
|---|---|---|---|---|
| MARILYN PARKER | ||||
| 62588 | 10307 | 72895 | ||
| JUDITH M HELD | ||||
| 125775 | 13366 | 183492 | 44151 | 200 |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 9 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 54297 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | SEE PART II | MethodOfDeterminingRevenues |
Real Estate Residential RealEstateResidential
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 1 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 15000 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | APPRAISAL | MethodOfDeterminingRevenues |
Other Non Cash Contributions Table OtherNonCashContributionsTable (4 entries)
| DescriptionDescription | Number Of ContributionsNumberOfContributions | Noncash Contribs Rptd F990NoncashContribsRptdF990 | Method Of Determining RevenuesMethodOfDeterminingRevenues |
|---|---|---|---|
| PATIENT SUPPLIE | 48 | 297 | COMP SALES |
| CAMP SUPPLIES | 1 | 563 | PURCHASE PRICE |
| GRIEVING KITS | 1 | 1199 | PURCHASE PRICE |
| ANGUS HEIFER | 1 | 1500 | SELLING PRICE |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | false | ReviewProcessUnusualNCGifts |
| Third Parties Used | false | ThirdPartiesUsed |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (6 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| FORM 990, PART VIII - STATEMENT OF REVENUE | PER THE INSTRUCTIONS TO FORM 990, THE VALUE OF DONATED SERVICES IS DISREGARDED FOR REPORTING PURPOSES. HOWEVER, THE FOUNDATION WOULD LIKE TO RECOGNIZE THE DONATED SERVICES IT RECEIVES, AS THEY ARE VITAL TO ITS SUCCESS. IT RECEIVED $1,008,818 IN DONATED SERVICES IN 2010. OF THIS AMOUNT, $926,251 WAS FROM BENEFIS HEATH SYSTEM IN THE FORM OF EMPLOYEES, PURCHASED SERVICES, ADVERTISING, AND OTHER MISCELLANEOUS SERVICES USED BY THE FOUNDATION. | |
| FORM 990, PART VI, SECTION B - POLICIES | ALL POLICIES MAINTAINED AND FOLLOWED BY BENEFIS HEALTHCARE FOUNDATION ALSO APPLY TO THE FOUNDATION'S SINGLE-MEMBER LLC, BENEFIS HEALTHCARE FOUNDATION PROPERTIES, LLC. | |
| FORM 990, PART III - ADDITIONAL DESCRIP | BENEFIS HEALTHCARE FOUNDATION CONNECTS COMPASSIONATE PEOPLE WITH THE HEALTHCARE EFFORTS THEY CARE ABOUT THE MOST. WE EXIST TO HELP DONORS IMPROVE THE QUALITY OF CARE FOR PATIENTS AT BENEFIS HEALTH SYSTEM AND PEOPLE THROUGHOUT NORTHCENTRAL MONTANA. THE FOUNDATION'S SOLE FOCUS IS HEALTHCARE - A VITAL ASPECT OF LIFE THAT AFFECTS EVERYONE.THE FOUNDATION IS ABLE TO PROVIDE INNOVATIONS AND IMPROVEMENTS IN PATIENT CARE AND SERVICES BEYOND WHAT BENEFIS, A NOT-FOR-PROFIT HEALTHCARE ORGANIZATION, CAN DO THROUGH PATIENT REVENUE ALONE.THE FOUNDATION WORKS YEAR-ROUND TO RAISE FUNDS TO SUPPORT THE DEPARTMENTS OF BENEFIS HEALTH SYSTEM AS WELL AS UNRESTRICTED FUNDS TO MEET THE GREATEST NEEDS AT BENEFIS HEALTH SYSTEM'S MEDICAL FACILITIES AND FOR COMMUNITY ORGANIZATIONS ASSISTING PEOPLE WITH HEALTH-RELATED NEEDS. WE MANAGE THESE NUMEROUS FUNDS TO ENSURE THAT EVERY DONATION, IN ITS ENTIRETY, GOES TO THE CAUSE THE DONOR CARES ABOUT THE MOST AND THEREFORE SPECIFIES.BENEFIS HEALTHCARE FOUNDATION RAISES FUNDS THROUGH A COMPREHENSIVE ARRAY OF PROGRAMS, INCLUDING: SPECIAL EVENTS, ANNUAL GIVING, PLANNED GIVING, THIRD-PARTY (COMMUNITY) FUNDRAISING EVENTS AND EMPLOYEE GIVING. WE ACCEPT A WIDE VARIETY OF GIFTS INCLUDING CASH, SECURITIES, VEHICLES, REAL ESTATE AND INSURANCE POLICIES. THE FOUNDATION ISSUES CHARITABLE GIFT ANNUITIES AND DEFERRED PAYMENT CHARITABLE GIFT ANNUITIES AS WELL AS GRATEFULLY ACCEPTS GIFTS THROUGH WILLS AND CHARITABLE TRUSTS. | |
| Form 990, Part VI, Line 19: Other Organization Documents Publicly Available | BENEFIS HEALTHCARE FOUNDATION MAKES ITS GOVERNING DOCUMENTS AND BOARD-APPROVED POLICIES AVAILABLE TO THE PUBLIC. REQUESTS SHOULD BE MADE DURING NORMAL BUSINESS HOURS AT THE FOUNDATION OFFICE LOCATED AT 2800 11TH AVENUE SOUTH, SUITE #23, GREAT FALLS, MT.FINANCIAL STATEMENTS ARE ALSO AVAILABLE FOR DOWNLOAD ON THE ORGANIZATION'S WEBSITE, AT WWW.BENEFISFOUNDATION.ORG. | Form 990, Part VI, Line 19 |
| Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts | CONFLICT OF INTEREST POLICIES ARE REVIEWED ANNUALLY BY ALL MEMBERS OF THE BOARD. UPON REVIEW, ALL MEMBERS SIGN A CONFLICT OF INTEREST STATEMENT. THE EXECUTIVE COMMITTEE REVIEWS THE CONFLICT OF INTEREST STATEMENTS AND VERIFIES COMPLIANCE ANNUALLY. | Form 990, Part VI, Line 12c |
| Form 990, Part VI, Line 11: Form 990 Review Process | 990 IS REVIEWED BY THE FINANCE COMMITTEE AND IS PRESENTED TO THE ENTIRE BOARD OF DIRECTORS UPON APPROVAL BY THE FINANCE COMMITTEE. | Form 990, Part VI, Line 11 |
Schedule R IRS990ScheduleR
Form990 Schedule R Part I Form990ScheduleRPartI
Name Of Disregarded Entity NameOfDisregardedEntity
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BENEFIS HEALTHCARE FNDTN PROPERTIES LLC | BusinessNameLine1 |
Address US AddressUS
| 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) |
|---|---|---|
| EIN | 272514629 | EIN |
| Primary Activities | HOLDS REAL PROPERTY DONATED TO FOUNDATION | PrimaryActivities |
| Legal Domicile State | MT | LegalDomicileState |
| EOY Assets | 15000 | EOYAssets |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BENEFIS HEALTHCARE FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | false | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | false | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | false | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | false | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | false | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | false | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | false | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | false | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | false | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | false | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | false | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | false | SharingOfFacilities |
| Sharing Of Paid Employees | false | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | false | OtherTransferToOtherOrg |
| Other Transfer From Other Org | false | OtherTransferFromOtherOrg |
Form990 Schedule R Part VII Form990ScheduleRPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PART I - IDENTIFICATION OF DISREGARDED ENTITIES | Identifier |
| Explanation | THE BENEFIS HEALTHCARE FOUNDATION (THE FOUNDATION) ESTABLISHED A SINGLE-MEMBER LLC IN 2010, CALLED BENEFIS HEALTHCARE FOUNDATION PROPERTIES LLC. ITS PURPOSE IS TO HOLD REAL PROPERTY FROM THE TIME IT IS DONATED TO THE FOUNDATION TO THE TIME THE PROPERTY IS SOLD. LAND DONATED TO THE FOUNDATION IS NOT HELD FOR INVESTMENT, BUT IS SOLD AS SOON AS REASONABLY POSSIBLE FOR THE PURPOSE OF SATISYFING DONOR INTENTIONS OF FUNDING A CHARITABLE CAUSE. | Explanation |
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