Benefit Fund of McKenzie County Healthcare Systems

EIN: 363431210 501(c)(3) Human Services

Watford City, ND

Total Revenue
$4,091,726
Total Expenses
$3,393,405
Total Assets
$27,205,563
Net Assets
$27,136,273
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
2006
Legal Domicile
ND
Principal Officer
Scott Merkle
Phone
7014448061
Tax Period
2023-07-01 to 2024-06-30

Benefit Fund of McKenzie County Healthcare Systems, founded in 2006, is a community nonprofit in the Human Services sector that reported $4.1M in total revenue in fiscal year 2023. Revenue fell 23% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $698K, a strong 17% operating margin.

Mission

To meet the needs of the McKenzie County Hospital, the Good Shepherd Home, the McKenzie County Clinic, and the Connie Wold Wellness Center, and to foster community participation and contributions to the healthcare system.

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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%)

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Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $1,197,840
Program Service Revenue $0
Investment Income $771,949
Other Revenue $2,121,937
TOTAL REVENUE $4,091,726

Expense Breakdown

Grants Paid $2,641,173
Salaries & Benefits $336,461
Fundraising Expenses $288,774
Program Expenses $2,761,272
Other Expenses $129,747
TOTAL EXPENSES $3,393,405

Year-over-Year Comparison

2023 2022 Change
Revenue $4,091,726 $5,332,696 -0.2%
Expenses $3,393,405 $1,936,903 +0.8%
Net Income $698,321 $3,395,793 -0.8%
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

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Liquidity & Cash Position

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Governance

Voting Members
6
Independent Members
6
Employees
N/A
Volunteers
6

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
7
$294,075
Total Directors
6
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
Randy Quale Chair 2.00
Officer Director
$0 $0 $0
Neal Shipman Vice Chair 2.00
Officer Director
$0 $0 $0
Gary Brown Treasurer 2.00
Officer Director
$0 $0 $0
Jan Dodge Secretary 2.00
Officer Director
$0 $0 $0
Larry Larsen Trustee 2.00
Director
$0 $0 $0
Gretchen Stenehjem Trustee 2.00
Director
$0 $0 $0
William Scott Merkle CFO (As of 9/23) 3.00
Officer
$0 $39,949 $90,603
Daniel Kelly President Executive Director 19.85
Officer
$0 $23,321 $203,472
Cheryl Batchelor Interim CFO (Until 9/23) 3.00
Officer
$0 $0 $0
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
2025 No data No data No data No data
2024 $4,091,726 $3,393,405 $27,205,563 $698,321
2023 $5,332,696 $1,936,903 $24,980,409 $3,395,793
2022 $5,900,012 $2,998,310 $20,997,952 $2,901,702
2021 $2,657,831 $3,088,547 $19,342,845 $-430,716
2020 $4,276,160 $3,974,491 $18,860,423 $301,669
2018 $4,858,269 $3,014,494 $13,882,025 $1,843,775
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