Form 990 for tax year 2022
Filed by BENEFIS HEALTH SYSTEM INC.
This return was superseded by a later amendment. matched by us It is kept because history is preserved rather than replaced.
What the amendment changed
Compared with the latest return for 2022 , filed 10 November 2025. matched by us Only the Part I totals and the names listed in Part VII are compared. We relate returns by organization, tax year and form, and order them by each return's own timestamp; the filer's own "amended return" checkbox is a separate fact.
Listed only on the earlier return
- DON HAMILTON
Totals
- Total revenue
- $107,721,415
- Total expenses
- $100,742,052
- Contributions and grants received
- $1,215,838
- Grants paid
- $634,906
- Program services expenses (Part IX)
- $100,742,052
- Management and general expenses
- $0
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $100,742,052
Program services were 100.0% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Listed in Part VII
-
JOHN GOODNOW
DIRECTOR/CHIEF EXECUTIVE OFFICER
- Total calculated
- $1,523,405
- From this org
- $1,489,202
- From related orgs
- $0
- Other
- $34,203
- Hours/week
- 60
Schedule J breakdown matched by us
- Base
- $1,026,698
- Bonus
- $33,619
- Other
- $428,885
- Deferred
- $18,300
- Nontaxable benefits
- $15,903
- Filer's total
- $1,523,405
-
ED BUTTREY
CHAIR
- Total calculated
- $981
- From this org
- $981
- From related orgs
- $0
- Other
- $0
- Hours/week
- 4
-
SHANNON HOILAND
VICE CHAIR
- Total calculated
- $0
- Hours/week
- 4 + 2 related
-
DON HAMILTON
DIRECTOR
- Total calculated
- $1,988
- From this org
- $1,988
- From related orgs
- $0
- Other
- $0
- Hours/week
- 4
-
BILL BOURRET
DIRECTOR
- Total calculated
- $1,825
- From this org
- $1,825
- From related orgs
- $0
- Other
- $0
- Hours/week
- 4
-
EUGENE MCALLISTER
DIRECTOR
- Total calculated
- $1,725
- From this org
- $1,725
- From related orgs
- $0
- Other
- $0
- Hours/week
- 4
-
GENE THAYER
DIRECTOR
- Total calculated
- $1,625
- From this org
- $1,625
- From related orgs
- $0
- Other
- $0
- Hours/week
- 4
-
MIKE MILBURN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 4 + 2 related
-
DAVE RICHARDS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 4 + 2 related
-
TANYA CAMERON
DIRECTOR
- Total calculated
- $0
- Hours/week
- 4 + 2 related
-
WILLIAM MCGREGOR MD
DIRECTOR
- Total calculated
- $0
- Hours/week
- 4
-
FORREST EHLINGER
CHIEF RESOURCES OFFICER & EVP
- Total calculated
- $818,040
- From this org
- $648,517
- From related orgs
- $0
- Other
- $169,523
- Hours/week
- 27 + 33 related
Schedule J breakdown matched by us
- Base
- $513,850
- Bonus
- $16,167
- Other
- $118,500
- Deferred
- $148,018
- Nontaxable benefits
- $21,505
- Filer's total
- $818,040
-
BRUCE HOULIHAN
CHIEF FINANCIAL OFFICER & SENIOR VICE PRESIDENT
- Total calculated
- $375,321
- From this org
- $302,260
- From related orgs
- $0
- Other
- $73,061
- Hours/week
- 50
Schedule J breakdown matched by us
- Base
- $287,372
- Bonus
- $12,388
- Other
- $2,500
- Deferred
- $42,919
- Nontaxable benefits
- $30,142
- Filer's total
- $375,321
-
GREGORY TIERNEY MD
CHIEF MEDICAL OFFICER & EVP
- Total calculated
- $852,425
- From this org
- $654,722
- From related orgs
- $0
- Other
- $197,703
- Hours/week
- 19 + 41 related
Schedule J breakdown matched by us
- Base
- $591,643
- Bonus
- $17,100
- Other
- $45,979
- Deferred
- $177,574
- Nontaxable benefits
- $20,129
- Filer's total
- $852,425
-
CASEY BUCKINGHAM
SENIOR VP OF HUMAN RESOURCES
- Total calculated
- $421,400
- From this org
- $354,501
- From related orgs
- $0
- Other
- $66,899
- Hours/week
- 50
Schedule J breakdown matched by us
- Base
- $321,034
- Bonus
- $13,083
- Other
- $20,384
- Deferred
- $49,408
- Nontaxable benefits
- $17,491
- Filer's total
- $421,400
-
BRIDGET BRENNAN MD
CHIEF MEDICAL OFFICER, BENEFIS MEDICAL GROUP
- Total calculated
- $429,338
- From this org
- $379,610
- From related orgs
- $0
- Other
- $49,728
- Hours/week
- 20 + 30 related
Schedule J breakdown matched by us
- Base
- $343,073
- Bonus
- $23,237
- Other
- $13,300
- Deferred
- $15,250
- Nontaxable benefits
- $34,478
- Filer's total
- $429,338
-
VICKIE NELSON
CHIEF INFORMATION OFFICER
- Total calculated
- $271,445
- From this org
- $223,060
- From related orgs
- $0
- Other
- $48,385
- Hours/week
- 50
Schedule J breakdown matched by us
- Base
- $218,583
- Bonus
- $3,853
- Other
- $624
- Deferred
- $14,167
- Nontaxable benefits
- $34,218
- Filer's total
- $271,445
-
PAUL DOLAN MD
CHIEF MEDICAL INFORMATION OFFICER
- Total calculated
- $449,907
- From this org
- $408,592
- From related orgs
- $0
- Other
- $41,315
- Hours/week
- 50
Schedule J breakdown matched by us
- Base
- $391,984
- Bonus
- $12,742
- Other
- $3,866
- Deferred
- $21,350
- Nontaxable benefits
- $19,965
- Filer's total
- $449,907
-
PATTY HARRIS
DIRECTOR REVENUE CYCLE
- Total calculated
- $261,013
- From this org
- $228,225
- From related orgs
- $0
- Other
- $32,788
- Hours/week
- 50
Schedule J breakdown matched by us
- Base
- $203,383
- Bonus
- $24,842
- Other
- $0
- Deferred
- $12,745
- Nontaxable benefits
- $20,043
- Filer's total
- $261,013
-
JULIE WALL
VICE PRES, QUALITY AND INFECTION CONTROL
- Total calculated
- $246,184
- From this org
- $211,094
- From related orgs
- $0
- Other
- $35,090
- Hours/week
- 50
Schedule J breakdown matched by us
- Base
- $204,886
- Bonus
- $6,208
- Other
- $0
- Deferred
- $13,061
- Nontaxable benefits
- $22,029
- Filer's total
- $246,184
-
KACI HUSTED
VICE PRES. SYSTEM COMMUNICATION AND BUSINESS DEVEL
- Total calculated
- $193,890
- From this org
- $140,399
- From related orgs
- $0
- Other
- $53,491
- Hours/week
- 50
Schedule J breakdown matched by us
- Base
- $136,349
- Bonus
- $4,050
- Other
- $0
- Deferred
- $22,549
- Nontaxable benefits
- $30,942
- Filer's total
- $193,890
-
DEBBIE MCCRACKEN
CHIEF RISK AND CORPORATE COMPLIANCE OFFICER
- Total calculated
- $191,882
- From this org
- $153,522
- From related orgs
- $0
- Other
- $38,360
- Hours/week
- 50
Schedule J breakdown matched by us
- Base
- $148,398
- Bonus
- $5,124
- Other
- $0
- Deferred
- $11,461
- Nontaxable benefits
- $26,899
- Filer's total
- $191,882
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
- 1a · Travel for companions
- 1a · Health or social club dues or initiation fees
- 1b · Written policy on the line-1a expenses
- 2 · Substantiation required before reimbursing expenses
- 3 · Compensation committee
- 3 · Independent compensation consultant
- 3 · Compensation survey or study
- 3 · Approval by the board or compensation committee
- 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 1A
- TRAVEL FOR COMPANIONS AND SOCIAL CLUB DUES THAT BENEFIS HEALTH SYSTEM PAYS FOR ITS OFFICERS ARE TREATED AS TAXABLE INCOME TO THE INDIVIDUAL ACCORDINGLY.
- PART I, LINE 4B
- PART I, LINE 4B: THE ORGANIZATION PROVIDES A SECTION 457F NONQUALIFIED DEFERRED COMPENSATION PLAN FOR MR. GOODNOW, MR. EHLINGER, MS. BUCKINGHAM, MR. HOULIHAN, MS. HUSTED, AND DR. TIERNEY ALL OF WHOM MEET THE REQUIREMENTS OF THE PLAN. MR. GOODNOW, MR. EHLINGER, MS. BUCKINGHAM, AND DR. TIERNEY 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.
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
-
BENEFIS HEALTH SYSTEM FOUNDATION INC
$522,812
OPERATIONS SUPPORT
-
$15,000
HIGHLINE TRANSPORTATION
-
$15,000
BACKPACK4KIDS PROGRAM
-
$8,000
DOCTORS' DAY
-
$7,500
WALK TO END ALZHEIMERS EVENT SPONSOR
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 COMMUNITY HOSPITALS INC
501(C)(3) · CRITICAL ACCESS HOSPITAL · MT · controlled entity
Directly controlled by BENEFIS HEALTH SYSTEM INC
-
BENEFIS HEALTH SYSTEM FOUNDATION INC
501(C)(3) · FOUNDATION · MT · controlled entity
Directly controlled by BENEFIS HEALTH SYSTEM INC
-
501(C)(3) · HOSPITAL · MT · controlled entity
Directly controlled by BENEFIS HEALTH SYSTEM INC
-
501(C)(3) · PHYSICIAN SERVICES · MT · controlled entity
Directly controlled by BENEFIS HEALTH SYSTEM INC
-
501(C)(3) · HOME HEALTH & RELATED PRODUCTS · MT · controlled entity
Directly controlled by BENEFIS HEALTH SYSTEM INC
Provenance
- Return type
- form_990
- Tax year
- 2022
- Filed
- 14 November 2023
- IRS schema version
- 2022v5.0
- Source object
- 202333189349318113
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