2011-10-06T08:13:22-07:00 2010-12-31 Anderson Zurmuehlen 21 10th Street South Great Falls MT 59401 990 2010-01-01 810480587 BENEFIS HEALTHCARE FOUNDATION INC BENE 4064555840 PO BOX 7008 GREAT FALLS MT 59406 JUDITH M HELD 2011-10-06 RR 4067270888 2010 2016-03-07 17:11:31Z JUDITH M HELD PO BOX 7008 GREAT FALLS MT 59403 8626883 false false X WWW.BENEFISFOUNDATION.ORG X 1998 MT IMPROVING AND ENHANCING HEALTHCARE SERVICES FOR PEOPLE THROUGHOUT NORTHCENTRAL MONTANA. 19 19 0 107 0 2009793 2169377 0 429541 962040 128664 145427 2567998 3276844 1543801 2256001 0 0 0 0 84242 145492 1628043 2401493 939955 875351 19075931 20791327 9207016 565321 9868915 20226006 IMPROVING AND ENHANCING HEALTHCARE SERVICES FOR PEOPLE THROUGHOUT NORTHCENTRAL MONTANA. false false 2256001 2256001 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. 2256001 true true false false false false false false false true true false false false false true true false false false false false false false true true false true true true false false false false false false false false false false false true false false false true false false false false false true 0 0 false 0 false false false false false false false true true false false false 0 false false false false false false false false false false false X 19 19 false false false false false false true true true false false false true true true true true true true false false false X MARILYN PARKER 4064555840 PO BOX 7008 GREAT FALLS MT 59406 X TIMOTHY P CULLITON 3.00 X X 0 0 0 THOMAS C KEY MD 1.00 X 0 0 0 TANYA A CAMERON 3.00 X X 0 0 0 SUSAN A TALEFF 1.00 X 0 0 0 STEVEN A SCHNIDER 1.00 X 0 0 0 ROBERTA W BOYLAN 1.00 X 0 0 0 RICHARD F DOUGHTEN 1.00 X 0 0 0 RICHARD E LAURITZEN MD 1.00 X 0 0 0 PATRICIA T SLETTEN 1.00 X 0 0 0 NORBERT E JOHNSON 1.00 X 0 0 0 NANCY A LEWIS 2.00 X X 0 0 0 NANCY A DAVIDSON 1.00 X 0 0 0 MARY KATHLEEN RICE 1.00 X X 0 0 0 MARILYN PARKER 60.00 X 0 62588 10307 LESLIE A RUSSELL MD 1.00 X 0 0 0 KRISTINE O HOUTONEN 1.00 X X 0 0 0 KEITH R TOKERUD 1.00 X 0 0 0 JUDITH M HELD 60.00 X 0 170126 13366 EUGENE B THAYER 1.00 X 0 0 0 ELIZABETH A MCGREGOR 1.00 X 0 0 0 DAVID L WILSEY 1.00 X 0 0 0 232714 23673 0 false true true 0 10270 2159107 72856 2169377 0 842210 842210 0 0 0 5338960 5219130 119830 119830 119830 252221 10270 117925 134296 134296 24115 12984 11131 11131 0 0 3276844 1107467 2116603 2116603 139398 139398 0 0 0 0 0 0 0 0 0 0 0 0 0 136113 136113 0 0 0 0 0 0 0 0 0 0 0 0 0 UNCOLLECTIBLE PLEDGES 6189 6189 FOREIGN TAXES ON INVESTMENTS 3190 3190 0 2401493 2256001 145492 0 200 21161 2277130 1425767 807960 614993 56718 274369 0 0 0 0 0 15000 15000 15325430 17776151 161082 177676 0 0 447411 486210 19075931 20791327 480394 565321 8726622 9207016 565321 X 3189080 3701514 625105 3062184 6054730 13462308 9868915 20226006 19075931 20791327 X 875351 9481740 X false true true X true true X 1978796 1656457 2205599 2009793 2169377 10020022 0 0 1978796 1656457 2205599 2009793 2169377 10020022 878606 9141416 473929 658426 456890 341581 842210 2773036 0 0 12793058 0.71460 0.82840 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 14761079 836277 792950 475487 15914819 7920043 5495559 1400486 55009 14761079 9204956 192171 -1403396 73688 7920043 0.14060 0.01350 0.84590 false false false 15000 15000 15000 3276844 2401493 875351 873691 6947 8726622 -125520 9481740 10357091 4958213 873691 933198 -125520 1681369 3276844 3276844 3327744 926251 926251 2401493 2401493 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. false MAYFAIRE 261569 10270 251299 41801 4284 57361 14479 261569 10270 251299 41801 4284 57361 14479 117925 133374 false false 24115 12984 true 0.20000 24115 12984 12984 11131 MT true false true false 1.00000 MARILYN PARKER PO BOX 7008 GREAT FALLS MT 59406 false false true 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 501(C)(3) 2092861 0 SUPPORT VARIOUS PROGRAMS & PROJECTS 1 1 NURSING SCHOLARSHIPS 26 71563 CARING FOR OUR OWN 67 48535 ANGEL FUND 41 19300 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 X X X false false false false false false false false false false MARILYN PARKER 62588 10307 72895 JUDITH M HELD 125775 44151 200 13366 183492 X 9 54297 SEE PART II X 1 15000 APPRAISAL PATIENT SUPPLIE 48 297 COMP SALES CAMP SUPPLIES 1 563 PURCHASE PRICE GRIEVING KITS 1 1199 PURCHASE PRICE ANGUS HEIFER 1 1500 SELLING PRICE false false false 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 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 12c 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 11 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. BENEFIS HEALTHCARE FNDTN PROPERTIES LLC PO BOX 7008 GREAT FALLS MT 59406 272514629 HOLDS REAL PROPERTY DONATED TO FOUNDATION MT 15000 BENEFIS HEALTHCARE FOUNDATION false false false false false false false false false false false false false false false false false false PART I - IDENTIFICATION OF DISREGARDED ENTITIES 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.