BENEFIS HEALTH SYSTEM FOUNDATION I… - Form 990 Financial Data

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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

1998

Legal Domicile

Principal Officer

FORREST EHLINGER

Phone

4064552563

Tax Period

2023-01-01 to 2023-12-31

BENEFIS HEALTH SYSTEM FOUNDATION INC, founded in 1998, is a community nonprofit in the Health Care sector that reported $4.6M in total revenue in fiscal year 2023. Revenue fell 38% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $1.2M, a strong 27% operating margin.

Mission

IMPROVING AND ENHANCING HEALTHCARE SERVICES FOR PEOPLE THROUGHOUT NORTH CENTRAL MONTANA.

Program Service Accomplishments

Program 1

Expenses: $2,576,098

BENEFIS HEALTH SYSTEM FOUNDATION'S MISSION IS TO IMPROVE AND ENHANCE HEALTHCARE SERVICES FOR PEOPLE THROUGHOUT NORTHCENTRAL MONTANA. THE FOUNDATION RAISES FUNDS PRIMARILY TO SUPPORT THE PROGRAMS AND SERVICES OF BENEFIS HEALTH SYSTEM. SOME OF THE PROGRAMS AND SERVICES OF BENEFIS HEALTH SYSTEM SUPPORTED BY CONTRIBUTIONS RAISED BY THE FOUNDATION INCLUDE PEACE HOSPICE OF MONTANA, CHILDREN'S BEREAVEMENT SERVICES INCLUDING CAMP FRANCIS, SLETTEN CANCER INSTITUTE, GIFT OF LIFE FAMILY HOUSING CENTERS, AND EMERGENCY SERVICES INCLUDING MERCY FLIGHT. BENEFIS HEALTH SYSTEM 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.

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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 (2023)

Revenue Breakdown

Contributions & Grants $2,948,829

Program Service Revenue $0

Investment Income $1,484,924

Other Revenue $140,893

TOTAL REVENUE $4,574,646

Expense Breakdown

Grants Paid $2,562,558

Salaries & Benefits $436,767

Fundraising Expenses $296,393

Program Expenses $2,576,098

Other Expenses $341,981

TOTAL EXPENSES $3,341,306

Year-over-Year Comparison

	2023	2022	Change
Revenue	$4,574,646	$7,367,479	-0.4%
Expenses	$3,341,306	$2,948,902	+0.1%
Net Income	$1,233,340	$4,418,577	-0.7%

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

Employees

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

$190,802

Total Directors

$919,597

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
FORREST EHLINGER	DIRECTOR	2.00	Director	$0	$153,132	$919,597
JAMI WALD	CHIEF OPERATING OFFICER	50.00	Officer	$114,828	$32,230	$147,058
HANNAH DEAN	FINANCE DIRECTOR (THRU 7/23)	50.00	Officer	$37,115	$6,629	$43,744
JERRY L LEHMAN	CHAIR	3.00	Officer Director	$0	$0	$0
DEBRA J AMMONDSON	VICE CHAIR	3.00	Officer Director	$0	$0	$0
RANDY BOYSUN	TREASURER	3.00	Officer Director	$0	$0	$0
SANDI R WILSON	SECRETARY	3.00	Officer Director	$0	$0	$0
JARED BROWN	DIRECTOR	2.00	Director	$0	$0	$0
JAMES SIMMONS	DIRECTOR	2.00	Director	$0	$0	$0
STEPHEN L'HEUREUX	DIRECTOR	2.00	Director	$0	$0	$0
DEAN NELSON	DIRECTOR	2.00	Director	$0	$0	$0
JOAN TIERNEY	DIRECTOR	2.00	Director	$0	$0	$0
KASSIE LONGFELLOW	DIRECTOR	2.00	Director	$0	$0	$0
JON MCCARTY	DIRECTOR	2.00	Director	$0	$0	$0
ERIN TOWNSEND	DIRECTOR	2.00	Director	$0	$0	$0
RICHARD BLEVINS MD	DIRECTOR	2.00	Director	$0	$0	$0
CATHIE TRONSON	DIRECTOR (FROM 1/23)	2.00	Director	$0	$0	$0
ERIC HINEBAUCH	DIRECTOR (FROM 1/23)	2.00	Director	$0	$0	$0
RON YOUNG	DIRECTOR (FROM 9/23)	2.00	Director	$0	$0	$0
SHANNON HOILAND	SYSTEM BOARD LIAISON (THRU 12/23)	2.00	Director	$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
2024	No data	No data	No data	No data
2023	$4,574,646	$3,341,306	$49,947,840	$1,233,340
2022	$7,367,479	$2,948,902	$43,455,290	$4,418,577
2021	$8,016,798	$3,278,598	$47,880,338	$4,738,200
2020	$6,767,351	$3,119,910	$42,906,432	$3,647,441
2019	$4,193,476	$3,146,558	$38,921,857	$1,046,918
2018	$5,287,759	$3,497,212	$33,367,101	$1,790,547

BENEFIS HEALTH SYSTEM FOUNDATION INC