BENEFIS SPECTRUM MEDICAL INC

Address
1101 26TH STREET SOUTH
GREAT FALLS, MT 59405
Contact
Website: http://www.benefis.org
Phone: +1 (406) 455-2563
Nonprofit
NTEE: E92 - Home Health Care
EIN: 81-0431871

Mission

WE PROVIDE EXCELLENT CARE FOR ALL, HEALING BODY, MIND AND SPIRIT. IN SUPPORT OF BENEFIS HEALTH SYSTEM, AND OUR REGION, BENEFIS SPECTRUM MEDICAL PLACES THE CUSTOMER FIRST AND IS RECOGNIZED AS THE PROVIDER OF CHOICE FOR COMMUNITY HEALTH CARE BY PROVIDING UNMATCHED QUALITY AND SERVICE TO PROVIDE HOME HEALTH SERVICES AND PRODUCTS IN COLLABORATION WITH OTHER BENEFIS ENTITIES AS PART OF A COLLECTIVE EFFORT TO MEET THE HEALTHCARE NEEDS OF RESIDENTS OF NORTH CENTRAL MONTANA.
 20162015201420132012
Basic features of the organization
Year of formation1985
Subsection code03
PF filing required0    
Metropolitan statistical area3040
Form of organization
CorporationTrue
Human resources, including compensation
Summary compensation info
Total compensation of current key personnel$138,474.00$129,655.00   
Sum of reportable (W2/1099) compensation$120,850.00$232,638.00$0.00$0.00$0.00
Number of employees254240216214230
Number of people compensated >$100k12000
Number of volunteers671067
Number of highly compensated contractors0011 
Personnel
Ballock, Steve
Title  DIRECTOR (1/2014 - 6/2014)DIRECTORDIRECTOR
Name of key/compensated person  STEVE BALLOCKSTEVE BALLOCKSTEVE BALLOCK
Position of compensated person
Current individual trustee or director  TrueTrueTrue
Average hours per week working for org  2.002.002.00
Reportable compensation from org  $0.00$0.00$0.00
Breakdown of reportable comp
Base reportable compensation from org  $0.00$0.00$0.00
Bonus and incentive reportable compensation  $0.00$0.00$0.00
Other reportable compensation from org  $0.00$0.00$0.00
Retirement and other deferred compensation  $0.00$0.00$0.00
Nontaxable benefits from org  $0.00$0.00$0.00
Compensation from org previously reported as deferred  $0.00$0.00$0.00
Other comp, non-reportable, from org and related orgs  $44,058.00$68,049.00$22,114.00
Sum of all compensation from org  $0.00$0.00$0.00
Corresponding comp from related orgs
Reportable compensation from related orgs   $296,681.00$303,201.00$237,494.00
Average hours per week working for related orgs  58.0058.0058.00
Cohan, Barry
Title   DIRECTORDIRECTOR
Name of key/compensated person   BARRY COHAN MDBARRY COHAN MD
Position of compensated person
Current individual trustee or director   TrueTrue
Average hours per week working for org   2.002.00
Reportable compensation from org   $0.00$0.00
Breakdown of reportable comp
Base reportable compensation from org    $0.00
Bonus and incentive reportable compensation    $0.00
Other reportable compensation from org    $0.00
Retirement and other deferred compensation    $0.00
Nontaxable benefits from org    $0.00
Compensation from org previously reported as deferred    $0.00
Other comp, non-reportable, from org and related orgs   $2,570.00$6,897.00
Sum of all compensation from org    $0.00
Corresponding comp from related orgs
Reportable compensation from related orgs    $109,313.00$247,071.00
Average hours per week working for related orgs   58.0048.00
Dunn, Wayne
Title    DIRECTOR
Name of key/compensated person    WAYNE DUNN
Position of compensated person
Current individual trustee or director    True
Average hours per week working for org    2.00
Reportable compensation from org    $0.00
Other comp, non-reportable, from org and related orgs    $2,305.00
Corresponding comp from related orgs
Reportable compensation from related orgs     $95,990.00
Average hours per week working for related orgs    58.00
Ehlinger, Forrest
TitleDIRECTORDIRECTORDIRECTOR (6/2014 - 12/2014)  
Name of key/compensated personFORREST EHLINGERFORREST EHLINGERFORREST EHLINGER  
Position of compensated person
Current individual trustee or directorTrueTrueTrue  
Average hours per week working for org2.002.002.00  
Reportable compensation from org$0.00$0.00$0.00  
Breakdown of reportable comp
Base reportable compensation from org$0.00$0.00$0.00  
Bonus and incentive reportable compensation$0.00$0.00$0.00  
Other reportable compensation from org$0.00$0.00$0.00  
Retirement and other deferred compensation$0.00$0.00$0.00  
Nontaxable benefits from org$0.00$0.00$0.00  
Compensation from org previously reported as deferred$0.00$0.00$0.00  
Other comp, non-reportable, from org and related orgs$91,888.00$68,065.00$18,188.00  
Sum of all compensation from org$0.00$0.00$0.00  
Corresponding comp from related orgs
Reportable compensation from related orgs $440,655.00$406,095.00$264,760.00  
Average hours per week working for related orgs58.0058.0058.00  
Garpestad, Brad
TitleCHIEF OPERATING OFFICERChief Operating Officer   
Name of key/compensated personBRAD GARPESTADBrad Garpestad   
Position of compensated person
Current individual trustee or directorTrueTrue   
Average hours per week working for org50.0050.00   
Reportable compensation from org$120,850.00$121,358.00   
Other comp, non-reportable, from org and related orgs$17,624.00$8,297.00   
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00   
Goodnow, John
Title   DIRECTOR 
Name of key/compensated person   JOHN GOODNOW 
Position of compensated person
Current individual trustee or director   True 
Average hours per week working for org   2.00 
Reportable compensation from org   $0.00 
Breakdown of reportable comp
Base reportable compensation from org   $0.00 
Bonus and incentive reportable compensation   $0.00 
Other reportable compensation from org   $0.00 
Retirement and other deferred compensation   $0.00 
Nontaxable benefits from org   $0.00 
Compensation from org previously reported as deferred   $0.00 
Other comp, non-reportable, from org and related orgs   $165,528.00 
Sum of all compensation from org   $0.00 
Corresponding comp from related orgs
Reportable compensation from related orgs    $832,786.00 
Average hours per week working for related orgs   58.00 
Lozano, Rebecca
Title NURSE PRACTITIONER   
Name of key/compensated person Rebecca Lozano   
Position of compensated person
Average hours per week working for org 2.00   
Reportable compensation from org $111,280.00   
Other comp, non-reportable, from org and related orgs $199.00   
Corresponding comp from related orgs
Reportable compensation from related orgs  $0.00   
Average hours per week working for related orgs 48.00   
MacFadden, Bill
Title    DIRECTOR
Name of key/compensated person    BILL MACFADDEN
Position of compensated person
Current individual trustee or director    True
Average hours per week working for org    2.00
Reportable compensation from org    $0.00
Other comp, non-reportable, from org and related orgs    $0.00
Corresponding comp from related orgs
Reportable compensation from related orgs     $0.00
Mahan, John
TitleDIRECTORDIRECTORDIRECTORDIRECTOR 
Name of key/compensated personJOHN W MAHAN III MDJOHN W MAHAN III MDJOHN W MAHAN III MDJOHN W MAHAN III MD 
Position of compensated person
Current individual trustee or directorTrueTrueTrueTrue 
Average hours per week working for org2.002.002.002.00 
Reportable compensation from org$0.00$0.00$0.00$0.00 
Breakdown of reportable comp
Base reportable compensation from org$0.00$0.00   
Bonus and incentive reportable compensation$0.00$0.00   
Other reportable compensation from org$0.00$0.00   
Retirement and other deferred compensation$0.00$0.00   
Nontaxable benefits from org$0.00$0.00   
Compensation from org previously reported as deferred$0.00$0.00   
Other comp, non-reportable, from org and related orgs$15,115.00$9,380.00$7,380.00$0.00 
Sum of all compensation from org$0.00$0.00   
Corresponding comp from related orgs
Reportable compensation from related orgs $217,385.00$168,473.00$57,162.00$0.00 
Average hours per week working for related orgs48.0048.0018.00  
Mortag, Nancy
TitleDIRECTORdirectorDIRECTORDIRECTOR 
Name of key/compensated personNANCY MORTAGnancy mortagNANCY MORTAGNANCY MORTAG 
Position of compensated person
Current individual trustee or directorTrueTrueTrueTrue 
Average hours per week working for org2.002.002.002.00 
Reportable compensation from org$0.00$0.00$0.00$0.00 
Other comp, non-reportable, from org and related orgs$0.00$0.00$0.00$0.00 
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00$0.00$0.00 
Pottenger, Jay
Title    DIRECTOR
Name of key/compensated person    JAY POTTENGER
Position of compensated person
Current individual trustee or director    True
Average hours per week working for org    2.00
Reportable compensation from org    $0.00
Other comp, non-reportable, from org and related orgs    $8,015.00
Corresponding comp from related orgs
Reportable compensation from related orgs     $122,200.00
Average hours per week working for related orgs    0.00
Preite, Theresa
TitlePRESIDENTpreSIDENTPRESIDENTPRESIDENTPRESIDENT
Name of key/compensated personTHERESA PREITETHERESA PREITETHERESA PREITETHERESA PREITETHERESA PREITE
Position of compensated person
Current individual trustee or directorTrueTrueTrueTrueTrue
Average hours per week working for org24.0042.0048.0049.0049.00
Reportable compensation from org$0.00$0.00$0.00$0.00$0.00
Breakdown of reportable comp
Base reportable compensation from org$0.00$0.00$0.00$0.00$0.00
Bonus and incentive reportable compensation$0.00$0.00$0.00$0.00$0.00
Other reportable compensation from org$0.00$0.00$0.00$0.00$0.00
Retirement and other deferred compensation$0.00$0.00$0.00$0.00$0.00
Nontaxable benefits from org$0.00$0.00$0.00$0.00$0.00
Compensation from org previously reported as deferred$0.00$0.00$0.00$0.00$0.00
Other comp, non-reportable, from org and related orgs$32,367.00$17,111.00$14,659.00$15,906.00$15,162.00
Sum of all compensation from org$0.00$0.00$0.00$0.00$0.00
Corresponding comp from related orgs
Reportable compensation from related orgs $235,553.00$209,970.00$169,397.00$162,920.00$155,725.00
Average hours per week working for related orgs26.008.002.001.001.00
Raph, Susan
TitleCHAIRCHAIR   
Name of key/compensated personSUSAN RAPHSusan Raph   
Position of compensated person
Current individual trustee or directorTrueTrue   
Average hours per week working for org2.002.00   
Reportable compensation from org$0.00$0.00   
Other comp, non-reportable, from org and related orgs$0.00$0.00   
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00   
Average hours per week working for related orgs4.004.00   
Richards, Dave
Title  CHAIRCHAIRCHAIR
Name of key/compensated person  DAVE RICHARDSDAVE RICHARDSDAVE RICHARDS
Position of compensated person
Current individual trustee or director  TrueTrueTrue
Average hours per week working for org  2.002.002.00
Reportable compensation from org  $0.00$0.00$0.00
Other comp, non-reportable, from org and related orgs  $0.00$0.00$0.00
Corresponding comp from related orgs
Reportable compensation from related orgs   $0.00$0.00$0.00
Average hours per week working for related orgs   4.004.00
Purpose: mission, activities, & accomplishments
Mission or significant activitiesHOME HEALTH SERVICES AND RELATED PRODUCTS.HOME HEALTH SERVICES AND RELATED PRODUCTS.HOME HEALTH SERVICES AND RELATED PRODUCTS.HOME HEALTH SERVICES AND RELATED PRODUCTS.HOME HEALTH SERVICES AND RELATED PRODUCTS.
Program service expenses, total$12,207,676.00$10,811,036.00$9,671,482.00$9,469,282.00$10,598,449.00
Programs, including revenue & expenses
PROVIDING HOME AND COMMUNITY BASED SERVICES IN 41 COUNTIES FOR THE ELDERLY, PHYSICALLY DISABLED AND THOSE WITH MENTAL ILLNESS. SERVICES ARE DESIGNED TO PROMOTE INDEPENDENCE, CONSUMER CHOICE AND PARTICIPATION IN THE DELIVERY OF HEALTH CARE IN THE HOME ENVIRONMENT.
Program expenses$4,648,161.00$4,153,219.00$3,736,939.00$3,401,261.00$3,485,840.00
Grants and allocations made  $0.00  
Program revenue$5,699,117.00$5,029,304.00$2,772,813.00$3,999,670.00$4,167,265.00
Program descriptionPROVIDING HOME AND COMMUNITY BASED SERVICES IN 41 COUNTIES FOR THE ELDERLY, PHYSICALLY DISABLED AND THOSE WITH MENTAL ILLNESS. SERVICES ARE DESIGNED TO PROMOTE INDEPENDENCE, CONSUMER CHOICE AND PARTICIPATION IN THE DELIVERY OF HEALTH CARE IN THE HOME ENVIRONMENT.PROVIDING HOME AND COMMUNITY BASED SERVICES IN 41 COUNTIES FOR THE ELDERLY, PHYSICALLY DISABLED AND THOSE WITH MENTAL ILLNESS. SERVICES ARE DESIGNED TO PROMOTE INDEPENDENCE, CONSUMER CHOICE AND PARTICIPATION IN THE DELIVERY OF HEALTH CARE IN THE HOME ENVIRONMENT.PROVIDING HOME AND COMMUNITY BASED SERVICES IN 41 COUNTIES FOR THE ELDERLY, PHYSICALLY DISABLED AND THOSE WITH MENTAL ILLNESS. SERVICES ARE DESIGNED TO PROMOTE INDEPENDENCE, CONSUMER CHOICE AND PARTICIPATION IN THE DELIVERY OF HEALTH CARE IN THE HOME ENVIRONMENT.PROVIDING HOME AND COMMUNITY BASED SERVICES IN 41 COUNTIES FOR THE ELDERLY, PHYSICALLY DISABLED AND THOSE WITH MENTAL ILLNESS. SERVICES ARE DESIGNED TO PROMOTE INDEPENDENCE, CONSUMER CHOICE AND PARTICIPATION IN THE DELIVERY OF HEALTH CARE IN THE HOME ENVIRONMENT.PROVIDING HOME AND COMMUNITY BASED SERVICES IN TEN COUNTIES FOR THE ELDERLY, PHYSICALLY DISABLED AND THOSE WITH MENTAL ILLNESS. SERVICES ARE DESIGNED TO PROMOTE INDEPENDENCE, CONSUMER CHOICE AND PARTICIPATION IN THE DELIVERY OF HEALTH CARE IN THE HOME ENVIRONMENT.
PROVIDING LICENSED HOME HEALTH SERVICES TO PATIENTS IN A SIX COUNTY AREA.
Program expenses  $2,382,771.00$2,322,299.00$2,324,722.00
Grants and allocations made  $0.00  
Program revenue  $3,005,788.00$2,740,053.00$2,961,453.00
Program description  PROVIDING LICENSED HOME HEALTH SERVICES TO PATIENTS IN A SIX COUNTY AREA.PROVIDING LICENSED HOME HEALTH SERVICES TO PATIENTS IN A SIX COUNTY AREA.PROVIDING LICENSED HOME HEALTH SERVICES TO PATIENTS IN A SIX COUNTY AREA.
PROVIDING OXYGEN THERAPY AND ASSOCIATED DURABLE MEDICAL EQUIPMENT PRODUCTS TO PATIENTS IN THE SURROUNDING AREA.
Program expenses$3,432,260.00$3,237,482.00$1,635,947.00$3,216,627.00$3,126,120.00
Grants and allocations made  $0.00  
Program revenue$4,253,876.00$4,525,394.00$3,878,910.00$3,661,805.00$3,838,878.00
Program descriptionPROVIDING OXYGEN THERAPY AND ASSOCIATED DURABLE MEDICAL EQUIPMENT PRODUCTS TO PATIENTS IN THE SURROUNDING AREA.PROVIDING OXYGEN THERAPY AND ASSOCIATED DURABLE MEDICAL EQUIPMENT PRODUCTS TO PATIENTS IN THE SURROUNDING AREA.PROVIDING OXYGEN THERAPY AND ASSOCIATED DURABLE MEDICAL EQUIPMENT PRODUCTS TO PATIENTS IN THE SURROUNDING AREA.PROVIDING OXYGEN THERAPY AND ASSOCIATED DURABLE MEDICAL EQUIPMENT PRODUCTS TO PATIENTS IN THE SURROUNDING AREA.PROVIDING OXYGEN THERAPY AND ASSOCIATED DURABLE MEDICAL EQUIPMENT PRODUCTS TO PATIENTS IN THE SURROUNDING AREA.
PROVIDING SKILLED HOME HEALTH CARE (NURSING, PHYSICAL THERAPY, OCCUPATIONAL THERAPY, SPEECH THERAPY, MEDICAL SOCIAL SERVICES) IN A SIX COUNTY AREA.
Program expenses$2,989,845.00$2,696,745.00   
Program revenue$4,111,753.00$3,477,381.00   
Program descriptionPROVIDING SKILLED HOME HEALTH CARE (NURSING, PHYSICAL THERAPY, OCCUPATIONAL THERAPY, SPEECH THERAPY, MEDICAL SOCIAL SERVICES) IN A SIX COUNTY AREA.PROVIDING SKILLED HOME HEALTH CARE (NURSING, PHYSICAL THERAPY, OCCUPATIONAL THERAPY, SPEECH THERAPY, MEDICAL SOCIAL SERVICES) IN A SIX COUNTY AREA.   
Financial data
Revenue
Total revenue$15,905,938.00$14,432,318.00$12,853,841.00$11,797,845.00$13,741,988.00
Revenue from contributions (total) $0.00$9,959.00$0.00$12,461.00
Investment income, current yr$0.00$0.00$0.00$0.00$0.00
Total revenue from grants, etc., current yr$0.00$0.00$9,959.00$0.00$12,461.00
Total unrelated business revenue$0.00$0.00$0.00$0.00$0.00
Other revenue, current yr$2,631,658.00$2,655,361.00$2,529,092.00$2,347,946.00$2,340,577.00
Net unrelated business taxable revenue$0.00$0.00$0.00$0.00$0.00
Program service revenue (total)$13,274,280.00$11,776,957.00$10,314,790.00$9,449,899.00$11,388,950.00
Gross receipts$17,631,695.00$16,190,234.00$14,216,680.00$13,208,533.00$15,183,853.00
Sources of contributions
Contributions from related organizations  $9,959.00 $12,461.00
Other types of revenue
Miscellaneous revenue (total)  $148,909.00$158,452.00$160,120.00
Net rental income $0.00$300,000.00$360,040.00$233,664.00
Net inventory sales (total)$2,631,658.00$2,655,361.00$2,080,183.00$1,829,454.00$1,946,793.00
Expense categories (totals)
Total functional expenses: sum of all$15,021,002.00$13,257,286.00$12,015,705.00$11,640,023.00$12,069,329.00
Total functional expenses: program service $12,207,676.00$10,811,036.00$9,671,482.00$9,469,282.00$10,598,449.00
Total functional expenses: management and general$2,813,326.00$2,446,250.00$2,344,223.00$2,170,741.00$1,470,880.00
Total functional expenses: fundraising$0.00$0.00$0.00$0.00$0.00
Fees for services
Fundraising service fees (total)$0.00$0.00$0.00$0.00$0.00
General management fees (total)$1,497,080.00$966,542.00$847,584.00$700,795.00$722,821.00
Assets and liabilities
Total assets$13,563,573.00$12,405,108.00$11,054,836.00$10,480,258.00$9,748,243.00
Total assets, beginning of year$12,405,108.00$11,054,836.00$10,480,258.00$9,748,243.00$9,044,014.00
Total liabilities$2,668,460.00$2,378,685.00$2,203,419.00$2,466,811.00$1,892,649.00
Total liabilities, beginning of year$2,378,685.00$2,203,419.00$2,466,811.00$1,892,649.00$2,859,304.00
Unrestricted net assets, end of yr$10,895,113.00$10,026,423.00$8,851,417.00$8,013,447.00$7,855,594.00
Net assets$10,895,113.00$10,026,423.00$8,851,417.00$8,013,447.00$7,855,594.00
Net assets, beginning of year$10,026,423.00$8,851,417.00$8,013,447.00$7,855,594.00$6,184,710.00
Investments: other securities  $269,274.00$287,742.00$301,536.00
Cash: non-interest bearing-$103,838.00-$104,751.00-$131,040.00-$44,887.00-$58,614.00
Cash: non-interest bearing, beginning of year-$104,751.00-$131,040.00-$44,887.00-$58,614.00-$19,866.00
Investments -- program-related$291,885.00$311,884.00   
Inventories for sale or use$1,620,312.00$1,129,691.00$733,770.00$591,256.00$466,712.00
Other financial variables
Revenue less expenses$884,936.00$1,175,032.00$838,136.00$157,822.00$1,672,659.00
Advertising (total)$12,048.00$6,340.00$9,817.00$13,597.00$17,176.00
Accounts receivable, net$7,991,488.00$7,178,862.00$6,145,379.00$5,211,616.00$4,694,415.00
Prepaid expenses & deferred charges$8,365.00$7,352.00$12,900.00$0.00$91,231.00
Accounts payable & accrued expenses$2,668,460.00$2,378,685.00$2,153,419.00$2,432,938.00$1,830,706.00
Deferred revenue  $50,000.00$33,873.00$61,943.00
Total net assets or fund balances$10,895,113.00$10,026,423.00$8,851,417.00$8,013,447.00$7,855,594.00
Depreciation, depletion, amortization$274,401.00$242,924.00$234,308.00$237,999.00$240,596.00
Governance and accountability
Number of voting members66555
Number of independent voting members22222
Financial sheets auditedTrueTrueTrueTrueTrue
Audit on consolidated basisTrueTrueTrueTrueTrue
Relationships among key personnelTrueTrueTrueTrueTrue
Accrual accountingTrueTrueTrueTrueTrue
Tax year start date2016-01-012015-01-012014-01-012013-01-012012-01-01
Tax year end date2016-12-012015-12-012014-12-012013-12-012012-12-01
Indicators for schedules (selected)
Business transaction with family memberTrue    
Org has controlled entityTrueTrue   
Metadata about the filing
E-return type: 990, 990EZ, or 990PF990990990990990
Date e-filing submitted2017-10-182016-12-082016-02-112014-10-212013-08-13
IRS schema version2016v3.02015v2.12014v5.02013v3.02012v2.1
Filing identifier201731939349301513201612099349301411201543099349301529201441709349301104201321359349301972
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