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Nonprofiteer
← BENEFIS MEDICAL GROUP INC

Form 990 for tax year 2022

Filed by BENEFIS MEDICAL GROUP INC.

Totals

Total revenue
$93,950,964
Total expenses
$93,950,967
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$93,950,964
Investment income
$0
Other revenue
$0
Total assets, end of year
$648,737,803
Total liabilities, end of year
$648,962,588
Net assets or fund balances, end of year
-$224,785
Program services expenses (Part IX)
$93,950,967
Management and general expenses
$0
Fundraising expenses
$0
Program service expenses (Part III)
$93,950,967

Program services were 100.0% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 2a · Program service revenue: PHYSICIAN LEASING SERV

    total $93,950,964 · related or exempt $93,950,964

Functional expenses

Part IX, the statement of functional expenses.

  • 5 · Compensation of officers, directors and key employees

    total $6,795,425 · program services $6,795,425

  • 6 · Compensation of disqualified persons

    total $230,166 · program services $230,166

  • 7 · Other salaries and wages

    total $76,112,621 · program services $76,112,621

  • 8 · Pension plan contributions

    total $2,131,023 · program services $2,131,023

  • 9 · Other employee benefits

    total $2,827,449 · program services $2,827,449

  • 10 · Payroll taxes

    total $3,551,223 · program services $3,551,223

  • 23 · Insurance

    total $1,213,093 · program services $1,213,093

  • 24a · Other expenses: EDUCATION

    total $838,689 · program services $838,689

  • 24b · Other expenses: LICENSES

    total $251,278 · program services $251,278

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year -$244,367 · end of year -$222,530

  • 4 · Accounts receivable

    beginning of year $555,841,519 · end of year $648,960,333

  • 17 · Accounts payable and accrued expenses

    beginning of year $555,821,934 · end of year $648,962,588

  • 27 · Net assets without donor restrictions

    beginning of year -$224,782 · end of year -$224,785

Mission and programs · 2022

Mission

WE PROVIDE EXCELLENT CARE FOR ALL, HEALING BODY, MIND AND SPIRIT. WE OPERATE PROFESSIONAL MEDICAL SERVICES IN COLLABORATION WITH BENEFIS HEALTH SYSTEM, INC. AND BENEFIS HOSPITALS, INC. AS PART OF A COLLECTIVE EFFORT TO MEET THE HEALTHCARE (CONTINUED ON SCHEDULE O) NEEDS OF RESIDENTS OF NORTH CENTRAL MONTANA.

Activities or mission (Part I)

MULTI-SPECIALTY PHYSICIAN GROUP.

  • THROUGH BENEFIS HOSPITALS, INC., BENEFIS COMMUNITY HOSPITALS, INC., AND BENEFIS COMMUNITY CARE, INC., BENEFIS MEDICAL GROUP, INC. PROVIDERS SERVE THE PRIMARY AND SPECIALTY CARE NEEDS OF GREAT FALLS, HELENA AND THE SURROUNDING REGION. FAMILY MEDICINE, INTERNAL MEDICINE AND PEDIATRIC PRACTITIONERS PROVIDE PRIMARY CARE TO PATIENTS OF ALL AGES, FROM NEWBORN TO THE ELDERLY. SPECIALTY CARE INCLUDES ANESTHESIOLOGY; CARDIOLOGY AND CARDIOVASCULAR SURGERY; DERMATOLOGY; EMERGENCY MEDICINE; ENDOCRINOLOGY; GASTROENTEROLOGY; GERIATRICS; MEDICAL, RADIATION AND GYNECOLOGIC ONCOLOGY; NEONATOLOGY; NEUROSURGERY; OBSTETRICS; GYNECOLOGY AND INFERTILITY; PAIN MANAGEMENT; PATHOLOGY; PHYSICAL MEDICINE AND REHABILITATION; PLASTICS AND RECONSTRUCTIVE SURGERY; PSYCHIATRY AND PSYCHOLOGY; (CONTINUED ON SCHEDULE O) PULMONARY AND CRITICAL CARE MEDICINE; RHEUMATOLOGY; SPORTS MEDICINE; UROLOGY; ORTHOPEDICS; NEPHROLOGY; PALLIATIVE CARE; INFECTIOUS DISEASE & EAR, NOSE AND THROAT; PODIATRY, SLEEP STUDIES AND RADIOLOGY.

    Expenses $93,950,967 · Revenue $93,950,964

As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • BRICE ADDISON MD

    CHAIR

    Total calculated
    $633,559
    From this org
    $600,411
    From related orgs
    $0
    Other
    $33,148
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $380,131
    Bonus
    $193,787
    Other
    $26,493
    Deferred
    $18,300
    Nontaxable benefits
    $14,848
    Filer's total
    $633,559

  • MARK VANTIGHEM MD

    VICE CHAIR

    Total calculated
    $398,568
    From this org
    $345,827
    From related orgs
    $0
    Other
    $52,741
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $318,787
    Bonus
    $27,000
    Other
    $40
    Deferred
    $18,207
    Nontaxable benefits
    $34,534
    Filer's total
    $398,568

  • PATRICK TANG MD

    DIRECTOR

    Total calculated
    $868,787
    From this org
    $821,644
    From related orgs
    $0
    Other
    $47,143
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $577,168
    Bonus
    $223,731
    Other
    $20,745
    Deferred
    $15,250
    Nontaxable benefits
    $31,893
    Filer's total
    $868,787

  • GREGORY TIERNEY MD

    DIRECTOR/SYSTEM CMO

    Total calculated
    $852,424
    From this org
    $0
    From related orgs
    $654,721
    Other
    $197,703
    Hours/week
    20 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $591,642 related
    Bonus
    $0 + $17,100 related
    Other
    $0 + $45,979 related
    Deferred
    $0 + $177,574 related
    Nontaxable benefits
    $0 + $20,129 related
    Filer's total
    $0 + $852,424 related

  • STEVEN BAILEY MD

    DIRECTOR

    Total calculated
    $954,567
    From this org
    $907,569
    From related orgs
    $0
    Other
    $46,998
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $866,953
    Bonus
    $22,000
    Other
    $18,616
    Deferred
    $15,250
    Nontaxable benefits
    $31,748
    Filer's total
    $954,567

  • FORREST EHLINGER

    DIRECTOR

    Total calculated
    $818,040
    From this org
    $0
    From related orgs
    $648,517
    Other
    $169,523
    Hours/week
    2 + 58 related

    Schedule J breakdown matched by us

    Base
    $0 + $513,850 related
    Bonus
    $0 + $16,167 related
    Other
    $0 + $118,500 related
    Deferred
    $0 + $148,018 related
    Nontaxable benefits
    $0 + $21,505 related
    Filer's total
    $0 + $818,040 related

  • JEFFREY BAKER MD

    DIRECTOR

    Total calculated
    $606,035
    From this org
    $570,738
    From related orgs
    $0
    Other
    $35,297
    Hours/week
    48 + 2 related

    Schedule J breakdown matched by us

    Base
    $420,993
    Bonus
    $149,745
    Other
    $0
    Deferred
    $18,300
    Nontaxable benefits
    $16,997
    Filer's total
    $606,035

  • TRACY LORDS DO

    DIRECTOR

    Total calculated
    $602,565
    From this org
    $561,880
    From related orgs
    $0
    Other
    $40,685
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $431,673
    Bonus
    $106,707
    Other
    $23,500
    Deferred
    $15,250
    Nontaxable benefits
    $25,435
    Filer's total
    $602,565

  • JEFFREY PALEN DO

    DIRECTOR

    Total calculated
    $544,045
    From this org
    $494,170
    From related orgs
    $0
    Other
    $49,875
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $453,067
    Bonus
    $11,903
    Other
    $29,200
    Deferred
    $15,250
    Nontaxable benefits
    $34,625
    Filer's total
    $544,045

  • BRIDGET BRENNAN MD

    DIRECTOR/CMO

    Total calculated
    $429,338
    From this org
    $0
    From related orgs
    $379,610
    Other
    $49,728
    Hours/week
    30 + 30 related

    Schedule J breakdown matched by us

    Base
    $0 + $343,073 related
    Bonus
    $0 + $23,237 related
    Other
    $0 + $13,300 related
    Deferred
    $0 + $15,250 related
    Nontaxable benefits
    $0 + $34,478 related
    Filer's total
    $0 + $429,338 related

  • KEITH BORTNEM DO

    DIRECTOR

    Total calculated
    $409,223
    From this org
    $360,540
    From related orgs
    $0
    Other
    $48,683
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $303,713
    Bonus
    $36,327
    Other
    $20,500
    Deferred
    $21,350
    Nontaxable benefits
    $27,333
    Filer's total
    $409,223

  • MICHAEL SHEFFIELD MD

    DIRECTOR (FROM 3/22)

    Total calculated
    $358,320
    From this org
    $345,390
    From related orgs
    $0
    Other
    $12,930
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $304,130
    Bonus
    $0
    Other
    $41,260
    Deferred
    $0
    Nontaxable benefits
    $12,930
    Filer's total
    $358,320

  • MATTHEW WETZEL MD

    DIRECTOR (FROM 3/22)

    Total calculated
    $772,547
    From this org
    $723,540
    From related orgs
    $0
    Other
    $49,007
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $564,673
    Bonus
    $158,867
    Other
    $0
    Deferred
    $15,250
    Nontaxable benefits
    $33,757
    Filer's total
    $772,547

  • BRAD NIESET MD

    DIRECTOR

    Total calculated
    $445,412
    From this org
    $427,932
    From related orgs
    $0
    Other
    $17,480
    Hours/week
    48 + 2 related

    Schedule J breakdown matched by us

    Base
    $399,120
    Bonus
    $28,812
    Other
    $0
    Deferred
    $15,250
    Nontaxable benefits
    $2,230
    Filer's total
    $445,412

  • KELLY TIMMER

    DIRECTOR

    Total calculated
    $201,800
    From this org
    $170,363
    From related orgs
    $0
    Other
    $31,437
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $135,937
    Bonus
    $34,426
    Other
    $0
    Deferred
    $8,593
    Nontaxable benefits
    $22,844
    Filer's total
    $201,800

  • RAYN GINNATY

    DIRECTOR (FROM 1/22)

    Total calculated
    $435,579
    From this org
    $0
    From related orgs
    $374,744
    Other
    $60,835
    Hours/week
    2 + 48 related

    Schedule J breakdown matched by us

    Base
    $0 + $338,130 related
    Bonus
    $0 + $13,698 related
    Other
    $0 + $22,916 related
    Deferred
    $0 + $50,871 related
    Nontaxable benefits
    $0 + $9,964 related
    Filer's total
    $0 + $435,579 related

  • KATHY HILL

    DIRECTOR/COO (FROM 1/22)

    Total calculated
    $306,206
    From this org
    $0
    From related orgs
    $262,843
    Other
    $43,363
    Hours/week
    25 + 25 related

    Schedule J breakdown matched by us

    Base
    $0 + $170,827 related
    Bonus
    $0 + $6,302 related
    Other
    $0 + $85,714 related
    Deferred
    $0 + $16,382 related
    Nontaxable benefits
    $0 + $26,981 related
    Filer's total
    $0 + $306,206 related

  • MIKE MILBURN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2 + 4 related

  • STEVEN AYRES MD

    PHYSICIAN

    Total calculated
    $841,508
    From this org
    $820,575
    From related orgs
    $0
    Other
    $20,933
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $630,816
    Bonus
    $169,264
    Other
    $20,495
    Deferred
    $18,300
    Nontaxable benefits
    $2,633
    Filer's total
    $841,508

  • MATTHEW KUNKEL MD

    PHYSICIAN

    Total calculated
    $806,797
    From this org
    $757,771
    From related orgs
    $0
    Other
    $49,026
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $470,992
    Bonus
    $286,779
    Other
    $0
    Deferred
    $15,250
    Nontaxable benefits
    $33,776
    Filer's total
    $806,797

  • MARK VAN TASSELL MD

    PHYSICIAN

    Total calculated
    $783,862
    From this org
    $730,671
    From related orgs
    $0
    Other
    $53,191
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $571,804
    Bonus
    $158,867
    Other
    $0
    Deferred
    $21,350
    Nontaxable benefits
    $31,841
    Filer's total
    $783,862

  • JAMES DANIEL MD

    PHYSICIAN

    Total calculated
    $772,673
    From this org
    $725,585
    From related orgs
    $0
    Other
    $47,088
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $565,918
    Bonus
    $158,867
    Other
    $800
    Deferred
    $15,250
    Nontaxable benefits
    $31,838
    Filer's total
    $772,673

  • JEFFREY KESSLER DO

    PHYSICIAN

    Total calculated
    $781,687
    From this org
    $724,437
    From related orgs
    $0
    Other
    $57,250
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $565,570
    Bonus
    $158,867
    Other
    $0
    Deferred
    $21,350
    Nontaxable benefits
    $35,900
    Filer's total
    $781,687

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 4b · Supplemental nonqualified retirement plan
  • 7 · Other non-fixed payments

Answered no

  • 4a · Severance or change-of-control payment
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

PART I, LINE 3
THE COMPENSATION OF THE SENIOR EXECUTIVE TEAM OF BENEFIS MEDICAL GROUP, INC. WAS SET BY THE INDEPENDENT COMPENSATION COMMITTEE OF BENEFIS HEALTH SYSTEM, INC., WHICH IS CHARGED WITH ADMINISTERING THE SYSTEM'S EXECUTIVE COMPENSATION PHILOSOPHY, POLICIES AND PROGRAMS IN THE MANNER SET FORTH IN THE COMMITTEE'S WRITTEN CHARTER. THE COMMITTEE'S RESPONSIBILITIES INCLUDE (I) DETERMINING APPROPRIATE COMPENSATION FOR ALL EXECUTIVES, (II) EVALUATING AND ADOPTING EXECUTIVE COMPENSATION PLANS, POLICIES AND PROGRAMS, (III) REVIEWING AND APPROVING EXECUTIVE BENEFIT PLANS, AND (IV) VERIFYING THAT COMPENSATION IS APPROPRIATELY AND FULLY DISCLOSED AND REPORTED. THE COMMITTEE HAS ENGAGED AN INDEPENDENT COMPENSATION CONSULTING FIRM TO ASSIST IN ENSURING THAT AMOUNTS PAID TO THE SYSTEM'S EXECUTIVES ARE CONSISTENT WITH REASONABLE, FAIR MARKET LEVELS. THE PROCESS FOLLOWED BY THE COMMITTEE, INCLUDING THE DATA RELIED UPON AND THE COMMITTEE'S DECISIONS, WAS THOROUGHLY AND TIMELY DOCUMENTED. THIS PROCESS IS COMPLETED ON AN ANNUAL BASIS.
PART I, LINE 4B
PART I, LINE 4B: BENEFIS HEALTH SYSTEM, INC. PROVIDES A SECTION 457F NONQUALIFIED DEFERRED COMPENSATION PLAN FOR DR. TIERNEY, MR. EHLINGER, MS. GINNATY, AND MS. HILL WHO MEET THE REQUIREMENTS OF THE PLAN. DR. TIERNEY, MR. EHLINGER, MS. GINNATY, AND MS. HILL RECEIVED A PAYOUT FROM THE PLAN IN 2022.
PART I, LINE 7
BENEFIS HEALTH SYSTEM, INC. AND ITS AFFILIATES (INCLUDING THE ORGANIZATION) MAINTAIN AN INCENTIVE COMPENSATION PLAN THAT INCORPORATES BOTH SHARED AND INDIVIDUAL GOALS FOR MEMBERS OF THE EXECUTIVE AND MANAGEMENT LEADERSHIP TEAMS. PAYMENTS PURSUANT TO THE INCENTIVE PLAN ARE SUBJECT TO A PRECONDITION THAT THE SYSTEM MUST ACHIEVE BUDGETED OPERATING PERFORMANCE. THE SYSTEM HAS ADOPTED SHARED PERFORMANCE OBJECTIVES INCLUDING SYSTEM GROWTH AS WELL AS MEASURES TIED TO WORKFORCE, PATIENT EXPERIENCE, PATIENT SAFETY, CLINICAL QUALITY, AND FINANCE/OPERATIONS. THE INDIVIDUAL PERFORMANCE OBJECTIVES ADOPTED ARE BASED ON AN ARRAY OF QUALITY, FINANCIAL, OPERATIONAL AND STRATEGIC INITIATIVES. INCENTIVE OPPORTUNITY LEVELS ARE CALCULATED BASED ON PREDETERMINED PERCENTAGES OF EACH EXECUTIVE'S AND MANAGER'S BASE SALARY, AND VARY BASED ON THE ACHIEVEMENT OF THRESHOLD, TARGET OR STRETCH LEVELS AS TO EACH PERFORMANCE OBJECTIVE. THE SYSTEM ALSO MAINTAINS A LONG-TERM INCENTIVE PLAN DIRECTED AT RECRUITING AND RETAINING EXECUTIVE LEADERSHIP. PAYMENTS UNDER THE LONG-TERM INCENTIVE PLAN ARE CONDITIONED ON AN EXECUTIVE REMAINING EMPLOYED BY THE SYSTEM AND MAINTAINING SATISFACTORY OVERALL PERFORMANCE. INCENTIVE OPPORTUNITIES UNDER THE LONG-TERM PLAN ARE APPROVED IN ADVANCE BY THE BENEFIS HEALTH SYSTEM, INC. COMPENSATION COMMITTEE, WITH LATER PAYOUTS APPROVED BY THE COMMITTEE BASED ON ACTUAL PERFORMANCE RESULTS. PHYSICIAN COMPENSATION WAS SET IN ACCORDANCE WITH THE BENEFIS HEALTH SYSTEM PHYSICIAN COMPENSATION POLICY. RESPONSIBILITY FOR THE ADMINISTRATION AND USE OF THE POLICY TO ATTRACT AN RETAINING HIGH CALIBER PHYSICIANS WHILE MEETING ALL REGULATORY REQUIREMENTS RESTS WITH A COMMITTEE WHICH IS COMPRISED OF BENEFIS HEALTH SYSTEM AND BENEFIS MEDICAL GROUP EXECUTIVES. THIS COMMITTEE USES PUBLISHED MARKET SURVEY DATA FROM MULTIPLE NATIONALLY RECOGNIZED ORGANIZATIONS TO ESTABLISH MARKET NORMS FOR COMPENSATION AND PRODUCTION. THE RESULT OF THIS WORK IS A PROGRAM OF PROVIDER COMPENSATION THAT IS CONSISTENT WITH REASONABLE MARKET PRACTICE, WITHIN FAIR MARKET VALUE NORMS, AND REWARDS PRODUCTIVITY, QUALITY, AND EFFICIENCY.

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

No itemized grants to organizations on this return.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Disregarded entities

Part I: entities that legally are the filer and file no return of their own.

Related partnerships

Part III: related organizations taxable as a partnership, with the filer's share.

Related corporations and trusts

Part IV: related organizations taxable as a corporation or trust.

Provenance

Return type
form_990
Tax year
2022
Filed
10 November 2023
IRS schema version
2022v5.0
Source object
202323189349317847

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