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Nonprofiteer
← BILLINGS CLINIC EMPLOYEE BENEFIT TRUST

Form 990 for tax year 2022

Filed by BILLINGS CLINIC EMPLOYEE BENEFIT TRUST.

Totals

Total revenue
$46,942,153
Total expenses
$44,085,581
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$46,509,035
Investment income
$433,118
Other revenue
$0
Total assets, end of year
$24,067,325
Total liabilities, end of year
$2,093,464
Net assets or fund balances, end of year
$21,973,861
Program services expenses (Part IX)
$44,085,581
Management and general expenses
not reported
Fundraising expenses
not reported
Program service expenses (Part III)
not reported

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: EMPLOYER CONTRIBUTIONS-ER

    total $35,801,722 · related or exempt $35,801,722

  • 2b · Program service revenue: EMPLOYER CONTRIBUTIONS-EE

    total $10,707,313 · related or exempt $10,707,313

  • 3 · Investment income

    total $474,415 · excluded $474,415

  • 4 · Income from investment of tax-exempt bond proceeds

    total $0

  • 5 · Royalties

    total $0

  • 6c · Rental income or loss

    real property $0 · personal property $0

  • 6d · Net rental income or loss

    total $0

  • 7a · Gross sales of assets other than inventory

    securities $1,837,753

  • 7b · Less cost or other basis and sales expenses

    securities $1,879,050

  • 7c · Gain or loss

    securities -$41,297

  • 7d · Net gain or loss

    total -$41,297 · excluded -$41,297

  • 8a · Fundraising events: gross income

    $0

  • 8b · Fundraising events: direct expenses

    $0

  • 8c · Net income from fundraising events

    total $0

  • 9a · Gaming: gross income

    $0

  • 9b · Gaming: direct expenses

    $0

  • 9c · Net income from gaming

    total $0

  • 10a · Gross sales of inventory

    $0

  • 10b · Cost of goods sold

    $0

  • 10c · Net income from sales of inventory

    total $0

  • 11e · Other revenue, total

    $0

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $0

  • 2 · Grants to domestic individuals

    total $0

  • 3 · Grants to foreign organizations and individuals

    total $0

  • 4 · Benefits paid to or for members

    total $41,904,544 · program services $41,904,544

  • 5 · Compensation of officers, directors and key employees

    total $0

  • 6 · Compensation of disqualified persons

    total $0

  • 7 · Other salaries and wages

    total $0

  • 8 · Pension plan contributions

    total $0

  • 9 · Other employee benefits

    total $0

  • 10 · Payroll taxes

    total $0

  • 11a · Fees: management

    total $0

  • 11b · Fees: legal

    total $0

  • 11c · Fees: accounting

    total $26,780 · program services $26,780

  • 11d · Fees: lobbying

    total $0

  • 11e · Fees: professional fundraising services

    total $0

  • 11f · Fees: investment management

    total $35,738 · program services $35,738

  • 11g · Fees: other

    total $1,762,272 · program services $1,762,272

  • 12 · Advertising and promotion

    total $0

  • 13 · Office expenses

    total $0

  • 14 · Information technology

    total $0

  • 15 · Royalties

    total $0

  • 16 · Occupancy

    total $0

  • 17 · Travel

    total $0

  • 18 · Travel or entertainment for public officials

    total $0

  • 19 · Conferences, conventions and meetings

    total $0

  • 20 · Interest

    total $0

  • 21 · Payments to affiliates

    total $0

  • 22 · Depreciation, depletion and amortization

    total $0

  • 23 · Insurance

    total $356,247 · program services $356,247

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $0 · end of year $0

  • 2 · Savings and temporary cash investments

    beginning of year $9,687,812 · end of year $11,336,587

  • 3 · Pledges and grants receivable

    beginning of year $0 · end of year $0

  • 4 · Accounts receivable

    beginning of year $33,641 · end of year $0

  • 5 · Loans and receivables from officers and key people

    beginning of year $0 · end of year $0

  • 6 · Loans and receivables from disqualified persons

    beginning of year $0 · end of year $0

  • 7 · Other notes and loans receivable

    beginning of year $0 · end of year $0

  • 8 · Inventories for sale or use

    beginning of year $0 · end of year $0

  • 9 · Prepaid expenses and deferred charges

    beginning of year $0 · end of year $0

  • 10c · Land, buildings and equipment, net

    beginning of year $0 · end of year $0

  • 11 · Investments: publicly traded securities

    beginning of year $13,397,928 · end of year $12,689,107

  • 12 · Investments: other securities

    beginning of year $0 · end of year $0

  • 13 · Investments: program-related

    beginning of year $0 · end of year $0

  • 14 · Intangible assets

    beginning of year $0 · end of year $0

  • 15 · Other assets

    beginning of year $0 · end of year $41,631

  • 17 · Accounts payable and accrued expenses

    beginning of year $1,942,004 · end of year $2,093,464

  • 18 · Grants payable

    beginning of year $0 · end of year $0

  • 19 · Deferred revenue

    beginning of year $0 · end of year $0

  • 20 · Tax-exempt bond liabilities

    beginning of year $0 · end of year $0

  • 21 · Escrow or custodial account liability

    beginning of year $0 · end of year $0

  • 22 · Loans and payables to officers and key people

    beginning of year $0 · end of year $0

  • 23 · Secured mortgages and notes payable

    beginning of year $0 · end of year $0

  • 24 · Unsecured notes and loans payable

    beginning of year $0 · end of year $0

  • 25 · Other liabilities

    beginning of year $6,398 · end of year $0

  • 27 · Net assets without donor restrictions

    beginning of year $21,170,979 · end of year $21,973,861

  • 28 · Net assets with donor restrictions

    beginning of year $0 · end of year $0

Mission and programs · 2022

Mission

PROVIDES HEALTH BENEFITS AND INSURANCE COVERING ELIGIBLE EMPLOYEES AND THEIR DEPENDENTS OF THE BILLINGS CLINIC.

  • THE BILLINGS CLINIC EMPLOYEE BENEFIT PLAN AND TRUST PROVIDES PAYMENT OF MEDICAL, DENTAL, VISION, AND PHARMACY CLAIMS ON BEHALF OF ELIGIBLE PARTICIPANTS.

As filed on the 2022 return.

Listed in Part VII

  • SCOTT ELLNERCEO-thru 0422

    BILLINGS CLINIC/BOARD MEMBER

    Total calculated
    $1,439,620
    From this org
    $0
    From related orgs
    $1,387,318
    Other
    $52,302
    Hours/week
    1 + 60 related

    Schedule J breakdown matched by us

    Base
    $0 + $992,402 related
    Bonus
    $0
    Other
    $0 + $394,916 related
    Deferred
    $0 + $26,275 related
    Nontaxable benefits
    $0 + $26,027 related
    Filer's total
    $0 + $1,439,620 related

  • Priscilla Needham-Thru 1222

    CFO BILLINGS CLNC/BOARD MEMBER

    Total calculated
    $625,659
    From this org
    $0
    From related orgs
    $512,919
    Other
    $112,740
    Hours/week
    1 + 60 related

    Schedule J breakdown matched by us

    Base
    $0 + $505,586 related
    Bonus
    $0
    Other
    $0 + $7,333 related
    Deferred
    $0 + $88,076 related
    Nontaxable benefits
    $0 + $24,664 related
    Filer's total
    $0 + $625,659 related

  • Jonathan McDermott-Thru 1022

    BOARD MEMBER

    Total calculated
    $618,456
    From this org
    $0
    From related orgs
    $565,507
    Other
    $52,949
    Hours/week
    1 + 60 related

    Schedule J breakdown matched by us

    Base
    $0 + $419,544 related
    Bonus
    $0
    Other
    $0 + $145,963 related
    Deferred
    $0 + $26,275 related
    Nontaxable benefits
    $0 + $26,674 related
    Filer's total
    $0 + $618,456 related

  • Ellen Layton

    Board Member

    Total calculated
    $591,931
    From this org
    $0
    From related orgs
    $483,753
    Other
    $108,178
    Hours/week
    1 + 60 related

    Schedule J breakdown matched by us

    Base
    $0 + $423,090 related
    Bonus
    $0
    Other
    $0 + $60,663 related
    Deferred
    $0 + $78,234 related
    Nontaxable benefits
    $0 + $29,944 related
    Filer's total
    $0 + $591,931 related

  • Clint Seger Ceo Billings

    CLINIC/BOARD MEMBER

    Total calculated
    $588,088
    From this org
    $0
    From related orgs
    $498,328
    Other
    $89,760
    Hours/week
    1 + 60 related

    Schedule J breakdown matched by us

    Base
    $0 + $495,374 related
    Bonus
    $0
    Other
    $0 + $2,954 related
    Deferred
    $0 + $72,476 related
    Nontaxable benefits
    $0 + $17,284 related
    Filer's total
    $0 + $588,088 related

  • Robert Merchant Former Billings

    CLINIC INTERIM-CO-CEO/BOARD

    Total calculated
    $441,167
    From this org
    $0
    From related orgs
    $396,342
    Other
    $44,825
    Hours/week
    1 + 60 related

    Schedule J breakdown matched by us

    Base
    $0 + $341,154 related
    Bonus
    $0 + $26,250 related
    Other
    $0 + $28,938 related
    Deferred
    $0 + $26,275 related
    Nontaxable benefits
    $0 + $18,550 related
    Filer's total
    $0 + $441,167 related

  • Benjamin Frasier - Thru 1022

    VP of Human Resources

    Total calculated
    $384,686
    From this org
    $0
    From related orgs
    $337,066
    Other
    $47,620
    Hours/week
    1 + 60 related

    Schedule J breakdown matched by us

    Base
    $0 + $242,122 related
    Bonus
    $0 + $75 related
    Other
    $0 + $94,869 related
    Deferred
    $0 + $15,998 related
    Nontaxable benefits
    $0 + $31,622 related
    Filer's total
    $0 + $384,686 related

  • Us Bank And Trust

    INSTITUTIONAL TRUSTEE

    Total calculated
    $35,738
    From this org
    $35,738
    From related orgs
    $0
    Other
    $0
    Hours/week
    0.1

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

  • 4a · Severance or change-of-control payment

Answered no

  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement

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.

Related corporations and trusts

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

  • NEW WEST HEALTH SERVICES

    C CORP · INSURANCE SALES · MT

    Directly controlled by NA

  • BILLINGS CLINIC EXPRESS CARE

    C CORP · URGENT CARE · MT

    Directly controlled by NA

Provenance

Return type
form_990
Tax year
2022
Filed
15 November 2023
IRS schema version
2022v5.0
Source object
202303069349302325

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