Nonprofit · EIN 81-0480587
BENEFIS HEALTH SYSTEM FOUNDATION INC
Tax-exempt · GREAT FALLS, MT 59406
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $6,743,140 | $3,776,246 | $2,966,894 | $52,474,701 | $590,091 | $51,884,610 |
| December 31, 2023 | 990 | $4,574,646 | $3,341,306 | $1,233,340 | $49,947,840 | $1,893,144 | $48,054,696 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $2,487,033
- Program service revenue
- $0
- Investment income
- $4,064,031
- Royalties
- $760
- Net gain from sales of assets
- $1,548,746
- Net income from fundraising events
- $175,893
- Net income from gaming
- $15,423
- Other revenue
- $192,076
Expenses
- Grants and similar amounts paid
- $2,881,161
- Compensation of officers, directors and key employees
- $265,411
- Other salaries and wages
- $189,462
- Salaries, compensation and benefits (total)
- $499,551
- Professional fundraising fees
- $0
- Accounting fees
- $47,004
- Travel
- $706
- Program services (functional)
- $2,917,313
- Management and general (functional)
- $515,563
- Fundraising (functional)
- $343,370
Balance sheet and other
- Total assets, start of year
- $49,947,840
- Total assets, end of year
- $52,474,701
- Total liabilities, end of year
- $590,091
- Net assets, end of year
- $51,884,610
- Publicly traded securities
- $48,412,300
- Net assets without donor restrictions
- $7,911,514
- Net assets with donor restrictions
- $43,973,096
- Gross receipts
- $17,417,875
- Employees
- 7
- Volunteers
- 95
- Year formed
- 1998
- State of legal domicile
- MT
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| FORREST EHLINGER | DIRECTOR (THRU 9/24) Trustee or director | 2 | $0 | $1,087,402 | $33,597 |
| KACI HUSTED | DIRECTOR (FROM 9/24) Trustee or director | 2 | $0 | $215,897 | $70,595 |
| JAMI WALD | CHIEF OPERATING OFFICER Officer | 50 | $123,416 | $0 | $35,432 |
| BRITTANY NOBLE | FINANCE DIRECTOR (FROM 2/24) Officer | 50 | $73,693 | $0 | $32,871 |
| JERRY L LEHMAN | CHAIR Trustee or director, Officer | 3 | $0 | $0 | $0 |
| DEBRA J AMMONDSON | VICE CHAIR Trustee or director, Officer | 3 | $0 | $0 | $0 |
| RANDY BOYSUN | TREASURER Trustee or director, Officer | 3 | $0 | $0 | $0 |
| SANDI R WILSON | SECRETARY Trustee or director, Officer | 3 | $0 | $0 | $0 |
| JARED BROWN | DIRECTOR Trustee or director | 2 | $0 | $0 | $0 |
| JAMES SIMMONS | DIRECTOR Trustee or director | 2 | $0 | $0 | $0 |
| STEPHEN L'HEUREUX | DIRECTOR Trustee or director | 2 | $0 | $0 | $0 |
| DEAN NELSON | DIRECTOR Trustee or director | 2 | $0 | $0 | $0 |
| JOAN TIERNEY | DIRECTOR Trustee or director | 2 | $0 | $0 | $0 |
| KASSIE LONGFELLOW | DIRECTOR Trustee or director | 2 | $0 | $0 | $0 |
| JON MCCARTY | DIRECTOR Trustee or director | 2 | $0 | $0 | $0 |
5 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ERIN TOWNSEND | DIRECTOR Trustee or director | 2 | $0 |
| RICHARD BLEVINS MD | DIRECTOR Trustee or director | 2 | $0 |
| CATHIE TRONSON | DIRECTOR Trustee or director | 2 | $0 |
| ERIC HINEBAUCH | DIRECTOR Trustee or director | 2 | $0 |
| RON YOUNG | DIRECTOR Trustee or director | 2 | $0 |
990 for the year ended December 31, 2023: 20 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| FORREST EHLINGER | DIRECTOR Trustee or director | 2 | $0 | $766,465 | $153,132 |
| JAMI WALD | CHIEF OPERATING OFFICER Officer | 50 | $114,828 | $0 | $32,230 |
| HANNAH DEAN | FINANCE DIRECTOR (THRU 7/23) Officer | 50 | $37,115 | $0 | $6,629 |
| JERRY L LEHMAN | CHAIR Trustee or director, Officer | 3 | $0 | $0 | $0 |
| DEBRA J AMMONDSON | VICE CHAIR Trustee or director, Officer | 3 | $0 | $0 | $0 |
| RANDY BOYSUN | TREASURER Trustee or director, Officer | 3 | $0 | $0 | $0 |
| SANDI R WILSON | SECRETARY Trustee or director, Officer | 3 | $0 | $0 | $0 |
| JARED BROWN | DIRECTOR Trustee or director | 2 | $0 | $0 | $0 |
| JAMES SIMMONS | DIRECTOR Trustee or director | 2 | $0 | $0 | $0 |
| STEPHEN L'HEUREUX | DIRECTOR Trustee or director | 2 | $0 | $0 | $0 |
| DEAN NELSON | DIRECTOR Trustee or director | 2 | $0 | $0 | $0 |
| JOAN TIERNEY | DIRECTOR Trustee or director | 2 | $0 | $0 | $0 |
| KASSIE LONGFELLOW | DIRECTOR Trustee or director | 2 | $0 | $0 | $0 |
| JON MCCARTY | DIRECTOR Trustee or director | 2 | $0 | $0 | $0 |
| ERIN TOWNSEND | DIRECTOR Trustee or director | 2 | $0 | $0 | $0 |
| RICHARD BLEVINS MD | DIRECTOR Trustee or director | 2 | $0 | $0 | $0 |
| CATHIE TRONSON | DIRECTOR (FROM 1/23) Trustee or director | 2 | $0 | $0 | $0 |
| ERIC HINEBAUCH | DIRECTOR (FROM 1/23) Trustee or director | 2 | $0 | $0 | $0 |
| RON YOUNG | DIRECTOR (FROM 9/23) Trustee or director | 2 | $0 | $0 | $0 |
| SHANNON HOILAND | SYSTEM BOARD LIAISON (THRU 12/23) Trustee or director | 2 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 7008, GREAT FALLS, MT 59406-7008
- In care of
- % DENNIS PETERSON
- Principal officer (990 for 2024)
- KACI HUSTED, PO BOX 7008, GREAT FALLS, MT 59406
- Signed the 990
- JAMI WALD, CHIEF OPERATING OFFICER
- Phone
- (406) 455-2563
- Website
- WWW.BENEFISFOUNDATION.ORG
- Return prepared by
- BAKER TILLY ADVISORY GROUP LP
Mission
IMPROVING AND ENHANCING HEALTHCARE SERVICES FOR PEOPLE THROUGHOUT NORTH CENTRAL MONTANA.
Program accomplishments
- 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.Expenses $2,917,313 · grants $2,881,161
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 81-0480587
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1999
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Health care (E92)
- Assets (IRS master file)
- $52,474,701
- Income (IRS master file)
- $17,417,875
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $6,743,140 | $3,776,246 | $52,474,701 | IRS |
| 990 | December 2023 | $4,574,646 | $3,341,306 | $49,947,840 | XML |
| 990 | December 2022 | $7,367,479 | $2,948,902 | $43,455,290 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 81-0480587).
Questions about BENEFIS HEALTH SYSTEM FOUNDATION INC
- What is the EIN of BENEFIS HEALTH SYSTEM FOUNDATION INC?
- The employer identification number (EIN) of BENEFIS HEALTH SYSTEM FOUNDATION INC is 81-0480587.
- Is BENEFIS HEALTH SYSTEM FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1999.
- Are donations to BENEFIS HEALTH SYSTEM FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does BENEFIS HEALTH SYSTEM FOUNDATION INC file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of BENEFIS HEALTH SYSTEM FOUNDATION INC due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did BENEFIS HEALTH SYSTEM FOUNDATION INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2024.
- Who is the principal officer of BENEFIS HEALTH SYSTEM FOUNDATION INC?
- The 990 for the year ended December 31, 2024 names KACI HUSTED.
- Who are the officers and directors of BENEFIS HEALTH SYSTEM FOUNDATION INC?
- The 990 for the year ended December 31, 2024 lists 20 people; 2 received compensation from the organization.
- How much revenue does BENEFIS HEALTH SYSTEM FOUNDATION INC have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $6,743,140, expenses of $3,776,246 and total assets of $52,474,701 at year end.
Other nonprofits in GREAT FALLS
- BENEFIS HOSPITALS INC EIN 81-0232122 · last filed 990 for 2024
- BENEFIS HEALTH SYSTEM INC EIN 26-3538104 · last filed 990 for 2024
- BENEFIS MEDICAL GROUP INC EIN 26-3538192 · last filed 990 for 2024
- COMMUNITY HEALTH CARE CENTER INCORPORATED EIN 35-2631980 · last filed 990 for 2025
- BENEFIS COMMUNITY HOSPITALS INC EIN 47-3448483 · last filed 990 for 2024
- BENEFIS COMMUNITY CARE INC EIN 81-0431871 · last filed 990 for 2024
- MOUNTAIN INDEPENDENT HOSPITAL ALLIANCE EIN 20-5477713 · last filed 990 for 2025
- GREAT FALLS CLINIC LEGACY FOUNDATION EIN 47-4110464 · last filed 990 for 2025