Totals
- Total revenue
- $541,054,630
- Total expenses
- $529,298,770
- Contributions and grants received
- $13,255,555
- Grants paid
- $12,750
- Program services expenses (Part IX)
- $384,267,308
- Management and general expenses
- $145,031,462
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $384,267,308
Program services were 72.6% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Listed in Part VII
-
BILL FERRIN
CHAIR
- Total calculated
- $0
- Hours/week
- 2
-
BRIAN LOUCKS
VICE CHAIR
- Total calculated
- $0
- Hours/week
- 2
-
MARILYN K ROSE
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
JUDY BORLAND MD
DIRECTOR
- Total calculated
- $115,886
- From this org
- $0
- From related orgs
- $106,641
- Other
- $9,245
- Hours/week
- 2 + 20 related
-
VARGHESE PARAMBI MD
DIRECTOR
- Total calculated
- $697,916
- From this org
- $0
- From related orgs
- $649,912
- Other
- $48,004
- Hours/week
- 2 + 48 related
Schedule J breakdown matched by us
- Base
- $0 + $274,050 related
- Bonus
- $0 + $375,862 related
- Other
- $0
- Deferred
- $0 + $14,290 related
- Nontaxable benefits
- $0 + $33,714 related
- Filer's total
- $0 + $697,916 related
-
MELCHISEDEK MARGARIS MD
DIRECTOR
- Total calculated
- $343,124
- From this org
- $0
- From related orgs
- $302,991
- Other
- $40,133
- Hours/week
- 2 + 48 related
Schedule J breakdown matched by us
- Base
- $0 + $300,991 related
- Bonus
- $0
- Other
- $0 + $2,000 related
- Deferred
- $0 + $13,132 related
- Nontaxable benefits
- $0 + $27,001 related
- Filer's total
- $0 + $343,124 related
-
SENATOR LLEW JONES
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
TAMMY LACEY
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
DAVE RICHARDS
DIRECTOR & SYSTEM BOARD LIAISON
- Total calculated
- $0
- Hours/week
- 2 + 4 related
-
GREGORY TIERNEY MD
DIRECTOR & CHIEF MEDICAL OFFICER
- Total calculated
- $852,424
- From this org
- $0
- From related orgs
- $654,721
- Other
- $197,703
- Hours/week
- 19 + 41 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
-
JEFFREY BAKER MD
DIRECTOR
- Total calculated
- $606,035
- From this org
- $0
- From related orgs
- $570,738
- Other
- $35,297
- Hours/week
- 2 + 48 related
Schedule J breakdown matched by us
- Base
- $0 + $420,993 related
- Bonus
- $0 + $149,745 related
- Other
- $0
- Deferred
- $0 + $18,300 related
- Nontaxable benefits
- $0 + $16,997 related
- Filer's total
- $0 + $606,035 related
-
FORREST EHLINGER
CHIEF RESOURCES OFFICER & EVP
- Total calculated
- $818,040
- From this org
- $0
- From related orgs
- $648,517
- Other
- $169,523
- Hours/week
- 27 + 33 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
-
RAYN GINNATY
CHIEF NURSING OFFICER
- Total calculated
- $435,579
- From this org
- $374,744
- From related orgs
- $0
- Other
- $60,835
- Hours/week
- 48 + 2 related
Schedule J breakdown matched by us
- Base
- $338,130
- Bonus
- $13,698
- Other
- $22,916
- Deferred
- $50,871
- Nontaxable benefits
- $9,964
- Filer's total
- $435,579
-
KATHY HILL
CHIEF OPERATING OFFICER
- Total calculated
- $306,206
- From this org
- $262,843
- From related orgs
- $0
- Other
- $43,363
- Hours/week
- 25 + 25 related
Schedule J breakdown matched by us
- Base
- $170,827
- Bonus
- $6,302
- Other
- $85,714
- Deferred
- $16,382
- Nontaxable benefits
- $26,981
- Filer's total
- $306,206
-
JAMIE LEONARD
DIRECTOR OF PHARMACY
- Total calculated
- $228,908
- From this org
- $192,332
- From related orgs
- $0
- Other
- $36,576
- Hours/week
- 50
Schedule J breakdown matched by us
- Base
- $183,936
- Bonus
- $6,396
- Other
- $2,000
- Deferred
- $11,781
- Nontaxable benefits
- $24,795
- Filer's total
- $228,908
-
ADAM ELLIOT
MEDICAL PHYSICIST
- Total calculated
- $254,213
- From this org
- $208,901
- From related orgs
- $0
- Other
- $45,312
- Hours/week
- 50
Schedule J breakdown matched by us
- Base
- $208,901
- Bonus
- $0
- Other
- $0
- Deferred
- $12,274
- Nontaxable benefits
- $33,038
- Filer's total
- $254,213
-
JANELLE NELSON
EXECUTIVE DIRECTOR MIHA
- Total calculated
- $206,429
- From this org
- $182,393
- From related orgs
- $0
- Other
- $24,036
- Hours/week
- 50
Schedule J breakdown matched by us
- Base
- $149,492
- Bonus
- $32,901
- Other
- $0
- Deferred
- $10,904
- Nontaxable benefits
- $13,132
- Filer's total
- $206,429
-
DARCI BARSOTTI
MANAGER PHARMACY
- Total calculated
- $239,134
- From this org
- $223,324
- From related orgs
- $0
- Other
- $15,810
- Hours/week
- 50
Schedule J breakdown matched by us
- Base
- $163,317
- Bonus
- $22,857
- Other
- $37,150
- Deferred
- $11,499
- Nontaxable benefits
- $4,311
- Filer's total
- $239,134
-
DEBRA VANCE
DIRECTOR OF NURSING
- Total calculated
- $210,908
- From this org
- $185,313
- From related orgs
- $0
- Other
- $25,595
- Hours/week
- 50
Schedule J breakdown matched by us
- Base
- $161,569
- Bonus
- $21,744
- Other
- $2,000
- Deferred
- $11,775
- Nontaxable benefits
- $13,820
- Filer's total
- $210,908
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 — 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
- 4a · Severance or change-of-control payment
- 4b · Supplemental nonqualified retirement plan
- 7 · Other non-fixed payments
Answered no
- 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 HOSPITALS, 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, LINES 4A-B
- LINE 4A: DARCI BARSOTTI, $35,150 LINE 4B: BENEFIS HEALTH SYSTEM, INC PROVIDES A SECTION 457F NONQUALIFIED DEFERRED COMPENSATION PLAN FOR DR. TIERNEY, MS. GINNATY, MS. HILL, AND MR. EHLINGER, WHO MEET THE REQUIREMENTS OF THE PLAN. DR. TIERNEY, MS. GINNATY, MS. HILL, AND MR. EHLINGER RECEIVED PAYOUTS 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.
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
-
GENERAL SUPPORT
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.
-
BENEFIS HEALTH SYSTEM FOUNDATION INC
501(C)(3) · FOUNDATION · MT
Directly controlled by BENEFIS HEALTH SYSTEM INC
-
501(C)(3) · MANAGEMENT AND SUPPORT SERVICES · MT
-
501(C)(3) · PHYSICIAN SERVICES · MT
Directly controlled by BENEFIS HEALTH SYSTEM INC
-
501(C)(3) · HOME HEALTH AND RELATED PRODUCTS · MT
Directly controlled by BENEFIS HEALTH SYSTEM INC
-
BENEFIS COMMUNITY HOSPITALS INC
501(C)(3) · CRITICAL ACCESS HOSPITAL · MT
Directly controlled by BENEFIS HEALTH SYSTEM INC
Provenance
- Return type
- form_990
- Tax year
- 2022
- Filed
- 13 November 2023
- IRS schema version
- 2022v5.0
- Source object
- 202323189349318502
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