BENEFIS COMMUNITY CARE INC

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1985

Legal Domicile

Principal Officer

BRAD GARPESTAD

Phone

4064552563

Tax Period

2023-01-01 to 2023-12-31

BENEFIS COMMUNITY CARE INC, founded in 1985, is a mid-sized nonprofit in the Health Care sector that reported $16.5M in total revenue in fiscal year 2023.

Mission

WE PROVIDE EXCELLENT CARE FOR ALL, HEALING BODY, MIND AND SPIRIT. IN SUPPORT OF BENEFIS HEALTH SYSTEM, AND OUR REGION, BENEFIS COMMUNITY CARE PLACES THE CUSTOMER FIRST AND IS RECOGNIZED AS THE PROVIDER OF CHOICE FOR COMMUNITY HEALTH CARE BY (CONTINUED ON SCHEDULE O) PROVIDING UNMATCHED QUALITY AND SERVICE TO PROVIDE HOME HEALTH SERVICES AND PRODUCTS IN COLLABORATION WITH OTHER BENEFIS ENTITIES AS PART OF A COLLECTIVE EFFORT TO MEET THE HEALTHCARE NEEDS OF RESIDENTS OF NORTH CENTRAL MONTANA.

Program Service Accomplishments

Program 1

Expenses: $4,486,837 Revenue: $5,990,107

PROVIDE HOME AND COMMUNITY BASED WAIVER CASE MANAGEMENT SERVICES IN 53 MONTANA COUNTIES FOR THE ELDERLY AND PHYSICALLY DISABLED. SERVICES ARE DESIGNED TO PROMOTE INDEPENDENCE, CONSUMER CHOICE AND...

PROVIDE HOME AND COMMUNITY BASED WAIVER CASE MANAGEMENT SERVICES IN 53 MONTANA COUNTIES FOR THE ELDERLY AND PHYSICALLY DISABLED. SERVICES ARE DESIGNED TO PROMOTE INDEPENDENCE, CONSUMER CHOICE AND PARTICIPATION IN THE DELIVERY OF HEALTH CARE IN THE HOME ENVIRONMENT.

Program 2

Expenses: $4,025,188 Revenue: $5,762,031

PROVIDE RESPIRATORY SERVICES AND NUMEROUS DURABLE MEDICAL EQUIPMENT PRODUCTS TO CUSTOMERS IN 15 NORTHCENTRAL MONTANA COUNTIES.

Program 3

Expenses: $3,608,027 Revenue: $4,788,724

PROVIDE SKILLED HOME HEALTH CARE (NURSING, PHYSICAL THERAPY, OCCUPATIONAL THERAPY, SPEECH THERAPY, MEDICAL SOCIAL SERVICES) IN 6 NORTHCENTRAL MONTANA COUNTIES. PROVIDE FOOT CLINIC AND OTHER IN-HOME PRIVATE PAY SERVICES ALONG WITH OFFERING CERTIFIED NURSING ASSISTANT, HOME HEALTH AIDE, AND MEDICATION AIDE TRAINING PROGRAMS.

🔒

Trantor Score

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

Sign in to view Trantor Score and financial metrics

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

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $13,192,196

Investment Income $8,586

Other Revenue $3,348,666

TOTAL REVENUE $16,549,448

Expense Breakdown

Grants Paid $35,593

Salaries & Benefits $12,359,410

Fundraising Expenses $0

Program Expenses $12,120,052

Other Expenses $4,578,883

TOTAL EXPENSES $16,973,886

Year-over-Year Comparison

	2023	2022	Change
Revenue	$16,549,448	$16,652,434	0.0%
Expenses	$16,973,886	$16,285,197	+0.0%
Net Income	$-424,438	$367,237	-2.2%

Key Indicators

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

🔒

Financial Health Indicators

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

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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

Governance

Voting Members

Independent Members

Employees

197

Volunteers

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

$207,926

Total Directors

$2,797,150

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
GREGORY TIERNEY MD	DIRECTOR	2.00	Director	$0	$169,483	$996,787
FORREST EHLINGER	DIRECTOR	2.00	Director	$0	$153,132	$919,597
BRAD NIESET MD	DIRECTOR	2.00	Director	$0	$20,402	$428,065
CHARLES MARLER MD	DIRECTOR	2.00	Director	$0	$51,660	$452,701
TANYA CAMERON	CHAIR	2.00	Officer Director	$0	$0	$0
DEBRA EVANS	DIRECTOR	2.00	Director	$0	$0	$0
RONALD SUNWALL	DIRECTOR	2.00	Director	$0	$0	$0
DEBRA J AMMONDSON	DIRECTOR	2.00	Director	$0	$0	$0
BRAD GARPESTAD	CHIEF OPERATING OFFICER	50.00	Officer	$168,132	$39,794	$207,926
NICOLE BELL HERDA	PHYSICAL THERAPIST	50.00	Highest	$117,457	$17,452	$134,909
ANGELA ROSELLI	RESPIRATORY PATIENT NAVIGATOR	50.00	Highest	$112,221	$7,334	$119,555
MICHELLE BORRELLI	HOME HEALTH RN	50.00	Highest	$139,529	$3,921	$143,450
JOHN LEWIS	PHYSICAL THERAPIST	50.00	Highest	$110,565	$6,340	$116,905
TERESA O'CONNELL	DIRECTOR OF CLINICAL SERVICES	50.00	Highest	$107,919	$7,229	$115,148

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
2024	No data	No data	No data	No data
2023	$16,549,448	$16,973,886	$28,555,301	$-424,438
2022	$16,652,434	$16,285,197	$16,099,766	$367,237
2021	$16,435,990	$16,422,508	$16,867,464	$13,482
2020	$16,007,802	$14,859,432	$15,827,568	$1,148,370
2019	$14,232,949	$15,354,594	$15,208,376	$-1,121,645
2018	$13,719,801	$14,270,928	$14,742,924	$-551,127