Benefis Health System Foundation Inc
Nonprofit profile at a glance
- EIN
- 810480587
- IRS 990 coverage
- 2010–2024
- Forms available
- Form 990 2024
- Location
- Great Falls, MT, USA
- Phone
- 4064552563
- Rating
- 75
- Verdict
- SUPPORTED
- Rating confidence
- Moderate
- Sector
- Home Health Care
Reported finances
- Revenue
- $6,743,140
- Expenses
- $3,776,246
- Assets
- $52,474,701
- Liabilities
- $590,091
Source: IRS Form 990. Selected filing: tax year 2024. Amounts in USD.
Leadership & pay
20 people listed
Highest reported compensation
- FORREST EHLINGER (DIRECTOR (THRU 9/24)): $1,120,999 total reported compensation
- KACI HUSTED (DIRECTOR (FROM 9/24)): $286,492 total reported compensation
- JAMI WALD (CHIEF OPERATING OFFICER): $158,848 total reported compensation
Source: IRS Form 990. Selected filing: tax year 2024. Names and roles reflect this filing, not necessarily current officeholders.
Overview
Mission
Improving and enhancing healthcare services for people throughout north central Montana.
What it reported doing in 2024
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.
Operating model
- Revenue model
- Mixed. Its operating money came from several sources; no one source provided a clear majority.
- Distribution model
- Grant intermediary. The nonprofit sent 99% of its reported program spending out as grants.
- Includes noncash contributions: Reported contributions include donated property or goods.
The verdict
SUPPORTED - A large share of available resources goes toward mission work and the filed numbers largely add up. Few specific pay-setting methods are documented in the filing; unanswered boxes are not proof of absence and fundraising costs are high for each dollar raised.
Rating breakdown
- Financial Efficiency: 71
- Transparency & Controls: 64
- Accountability: 92
- Sustainability: 83
- Growth: 100
Detailed rating inputs
Financial Efficiency
- Mission deployment rate: 77.4%; rating input score 77
- Program expense ratio: 77.3%; rating input score 77
- Fundraising efficiency: $7.24 raised per $1 spent on fundraising; rating input score 27; 27th percentile among comparable filings
Transparency & Controls
- Consistency checks: 94.4%; rating input score 94; 24th percentile among comparable filings
- Pay-setting controls: 0 of 6 controls in place; rating input score 0
- Compensation committee: Missing
- Independent consultant: Missing
- Other Form 990s reviewed: Missing
- Written employment contract: Missing
- Compensation survey or study: Missing
- Board or committee approval: Missing
- Foreign activity oversight: Limited
- Grant itemization coverage: 77.2%; rating input score 77; 20th percentile among comparable filings
- Major donor itemization: Yes; rating input score 100
- Related-party transparency: Limited
Accountability
- Independent voting board: 94.1%; rating input score 94; 24th percentile among comparable filings
- Governance controls: 8 of 9 controls in place; rating input score 89
- Conflict-of-interest policy: Pass
- Whistleblower policy: Pass
- Document-retention policy: Pass
- CEO compensation review process: Pass
- Other executive compensation review process: Fail
- Form 990 shared with the board: Pass
- Board meeting minutes documented: Pass
- Audit committee oversight: Pass
- Independent financial-statement audit: Pass
Sustainability
- Operating margin: 44%; rating input score 90; 90th percentile among comparable filings
- Total-asset coverage ratio: 13.9; rating input score 93; 93rd percentile among comparable filings
- Liabilities to assets ratio: 0.01; rating input score 85; 85th percentile among comparable filings
- Officer compensation ratio: 9.8%; rating input score 31; 31st percentile among comparable filings
Growth
- Program expense growth: 2.6% per year; rating input score 100; 25th percentile among comparable filings
- Revenue growth: 5.9% per year; rating input score 100; 48th percentile among comparable filings
- Asset growth: 6.2% per year; rating input score 100; 41st percentile among comparable filings
Details
- Where the money goes: 77.4% of revenue deployed · 77.3% of spending went to programs
- Governance: 16 of 17 board members independent · 8 of 9 filing controls reported
- Programs: 1 filed program accomplishment · $2.9M in reported program spending
- Leadership: top reported pay $1.1M · 20 people listed · 0 of 6 pay-setting controls reported
- Highest-paid contractors: 1 contractor listed · $148K reported
- Consistency: 31 of 32 current checks pass · 1 finding to review
- Schedules: 9 filed schedules · includes major donors, grants, and executive pay
- Filing history: 13 filing years from 2010 to 2024
- Contacts: How to reach this organization
- Money network: 4 filed money-flow records
- Related organizations: 13 filed related-organization links
- Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
- People: Everyone the filings name, and which of them the filings identify by more than a name.
Key Signals
Signals prioritize questions for review. They are not findings of misconduct.
- High — Transparency & Controls: Pay-setting controls scored 0/100.
- High — Financial Efficiency: Fundraising efficiency scored 27/100.
- Review — Accountability: Governance controls: Other executive compensation review process not reported.
- Review — Transparency & Controls: Domestic grant itemization did not reconcile in the filed values.
- Moderate — Sustainability: Officer compensation ratio scored 31/100.