MONTANA DEACONESS EMPLOYEE HEALTH PLAN TRUST (EIN 363386166) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1996

Legal Domicile

Principal Officer

CASEY BUCKINGHAM

Phone

4064552563

Tax Period

2021-01-01 to 2021-03-01

MONTANA DEACONESS EMPLOYEE HEALTH PLAN TRUST, founded in 1996, is a micro nonprofit that reported $74K in total revenue in fiscal year 2021. Revenue fell 100% from the prior year — a significant decline worth monitoring.

Mission

TO PROVIDE HEALTHCARE BENEFITS TO EMPLOYEES OF BENEFIS HEALTH SYSTEM, INC. AND ITS SUBSIDIARIES.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2021)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $73,655

Investment Income $0

Other Revenue $0

TOTAL REVENUE $73,655

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $-1,822

TOTAL EXPENSES $73,655

Year-over-Year Comparison

	2021	2020	Change
Revenue	$73,655	$16,267,309	-1.0%
Expenses	$73,655	$22,814,031	-1.0%
Net Income	$0	$-6,546,722	-1.0%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

N/A

Employees

N/A

Volunteers

N/A

Governance Policies

✓ Conflict of Interest Policy

✓ Whistleblower Policy

✓ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

⚠ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$414,482

Total Directors

$2,083,240

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CASEY BUCKINGHAM	CHAIR (THRU 3/1/21)	2.00	Officer Director	$0	$59,317	$414,482
FORREST EHLINGER	DIRECTOR (THRU 3/1/21)	2.00	Director	$0	$157,806	$860,360
BRUCE HOULIHAN	DIRECTOR (THRU 3/1/21)	2.00	Director	$0	$56,674	$327,578
JAMIE LEONARD	DIRECTOR (THRU 3/1/21)	2.00	Director	$0	$31,290	$238,581
PAMALIA BLACKWELL	DIRECTOR (THRU 3/1/21)	2.00	Director	$0	$14,228	$132,125
KURTIS BURRALL	DIRECTOR (THRU 3/1/21)	2.00	Director	$0	$12,177	$110,114

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2021	$73,655	$73,655	No data	No data
2020	$16,267,309	$22,814,031	$2,693,427	$-6,546,722

MONTANA DEACONESS EMPLOYEE HEALTH PLAN TRUST