Civic Intelligence

Benefis Senior Services Inc

990EZ • Fiscal year 2013 • EIN 46-1344408

Jan 01, 2013 to Dec 31, 2013 • Filed on Jun 10, 2014

1101 26th Street South59405

(406) 455-5039

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2013

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2013

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2013

Top Officer Pay

80th percentile

$0

Higher top officer pay than 80% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2013

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2013

Assets

$1

No earlier filing loaded for comparison.

Net Assets

$0

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue

$0

No earlier filing loaded for comparison.

Expenses

$0

No earlier filing loaded for comparison.

Net Income

$0

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$1$0Assets 2013: $1Liabilities 2013: $0Net Assets 2013: $02013

Highlighted filing

2013

Assets$1
Liabilities$0
Net Assets$0

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$0Revenue 2013: $0Expenses 2013: $0Net Income 2013: $02013

Highlighted filing

2013

Revenue$0
Expenses$0
Net Income$0
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Jun 10, 2014
Return Version
2013v3.0
Gross Receipts
$0
Mission and Program Overview

Mission

Establish, own, operate and maintain a skilled nursing facility and one or more senior living facilities, including a low income senior housing development and a continuing care retirement community and conduct and offer related programs and services, in an effort to serve the needs of seniors residing in great falls, montana and the surrounding geographic area.

Program Services

DescriptionGrantsExpenses
THE GRANDVIEW AT BENEFIS IS A CCRC, A COMMUNITY THAT PROVIDES SENIORS WITH INDEPENDENT LIVING FACILITIES THAT PERMIT THEM TO AGE IN PLACE, WHILE PROVIDING ACCESS TO GREATER LEVELS OF CARE IF AND WHEN THE RESIDENT'S PHYSICAL AND MENTAL HEALTH CONDITIONS DICTATE. THE CCRC CONSISTS OF SEVENTY-SEVEN "INDEPENDENT LIVING APARTMENTS", FIFTEEN "INDEPENDENT LIVING HOUSES", FORTY-EIGHT "ASSISTED LIVING SUITES", SIXTEEN "MEMORY SUPPORT SUITES", FORTY-EIGHT "SKILLED NURSING SUITES" AND AN ARRAY OF SERVICES AND AMENITIES.$0$0
CASCADE RIDGE SENIOR LIVING IS RENTAL HOUSING CONSISTING OF TWENTY ONE-BEDROOM AND TWENTY TWO-BEDROOM APARTMENTS WITH ELEVATOR ACCESS AS THIS WAS IDENTIFIED AS A SIGNIFICANT NEED FOR LOW-INCOME SENIORS OVER AGES 55 WHOSE INCOME ARE 60% OR LESS OF APPLICABLE AREA MEDIAN INCOME.$0$0
THE PERSONAL EMERGENCY RESPONSE AND HEALTH MONITORING SERVICES PROGRAM PROVIDES SERVICE TO ENHANCE THE HEALTHCARE NEEDS OF ADULT PERSONS IN THE BENEFIS SERVICE AREA WHO REQUIRE A PERSONAL EMERGENCY RESPONSE SYSTEM (PERS). A PERS IS DESIGNED TO PROVIDE THE CONFIDENCE AND FREEDOM NEEDED TO CONTINUE LIVING INDEPENDENTLY BY PROVIDING THE SUBSCRIBER WITH A CONTINUOUSLY MONITORED CALL SYSTEM SUCH THAT THERE IS ALWAYS SOMEONE STANDING BY TO ASSIST, 24 HOURS A DAY, SEVEN DAYS A WEEK. THE PROGRAM ALSO PROVIDES MEDICATION MONITORING AND OTHER HEALTHCARE MONITORING SERVICES THAT ASSIST THE INDIVIDUAL IN MAINTAINING A HIGHER FUNCTIONING OF INDEPENDENT LIVING THROUGH AUTOMATED REMINDERS AND NOTIFICATION OF HEALTH INTERVENTIONS.$0$0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
RON GLEASONChair-$0--
DEAN NELSONVice Chair-$0--
ROBERT NORBIEDirector-$0--
MARY BRINKLEYSecretary-$0--
GEORGE GELERNTER MDDirector-$0--
PAUL KATHREIN MDDirector-$0--
JOAN-NELL MACFADDENDirector-$0--
CHRIS REIQUAMDirector-$0--
BILL BOURRETDirector-$0--
STEVE BALLOCKDirector-$0--
TERRY OLINGERDirector-$0--
VICKI ROBINSONDirector-$0--
Filing and Contact Details

Filer

EIN
46-1344408
Phone
4064555039

Signing Officer

Name
Peter Gray
Title
Executive Director
Phone
4064555039
Signed
2014-06-10
Discuss with paid preparer
Yes

Preparer

Preparer
Wendy Campos
Phone
5032421447
Supplemental Narrative

Additional Explanations

Page 2, Part IV

Pursuant to a contractual arrangement, the organization obtains certain management and administrative services from its parent entity. Benefis health system, inc (bhs). Bhs provides these services to its subsidiary tax-exempt operating entities on a centralized basis. The services include the following: - management of human resources including policies and practices - management, planning, budgeting and reporting of financial operations - management of billing and collections policies - information systems coordination - oversees quality standards, compliance and risk management - manages regional, community and government relations and marketing - management of grants development the board of directors of bhs also oversee all of the organization's board activities.

FORM 990-EZ, PART V, INFORMATION REARDING PERSONAL BENEFIT CONTRACTS:

The organization did not, during the year, receive any funds, directly, or indirectly, to pay premiums on a personal benefit contract. The organization did not, during the year, pay any premiums, directly, or indirectly, on a personal benefit contract.

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This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0RON GLEASON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1DEAN NELSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2ROBERT NORBIE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3MARY BRINKLEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4GEORGE GELERNTER MD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5PAUL KATHREIN MD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6JOAN-NELL MACFADDEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7CHRIS REIQUAM
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8BILL BOURRET
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9STEVE BALLOCK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10TERRY OLINGER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm11VICKI ROBINSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0CHAIR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE CHAIR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt10DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt11DIRECTOR
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
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IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
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IRS990EZ/PrimaryExemptPurposeTxt0ESTABLISH, OWN, OPERATE AND MAINTAIN A SKILLED NURSING FACILITY AND ONE OR MORE SENIOR LIVING FACILITIES, INCLUDING A LOW INCOME SENIOR HOUSING DEVELOPMENT AND A CONTINUING CARE RETIREMENT COMMUNITY AND CONDUCT AND OFFER RELATED PROGRAMS AND SERVICES, IN AN EFFORT TO SERVE THE NEEDS OF SENIORS RESIDING IN GREAT FALLS, MONTANA AND THE SURROUNDING GEOGRAPHIC AREA.
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0THE GRANDVIEW AT BENEFIS IS A CCRC, A COMMUNITY THAT PROVIDES SENIORS WITH INDEPENDENT LIVING FACILITIES THAT PERMIT THEM TO AGE IN PLACE, WHILE PROVIDING ACCESS TO GREATER LEVELS OF CARE IF AND WHEN THE RESIDENT'S PHYSICAL AND MENTAL HEALTH CONDITIONS DICTATE. THE CCRC CONSISTS OF SEVENTY-SEVEN "INDEPENDENT LIVING APARTMENTS", FIFTEEN "INDEPENDENT LIVING HOUSES", FORTY-EIGHT "ASSISTED LIVING SUITES", SIXTEEN "MEMORY SUPPORT SUITES", FORTY-EIGHT "SKILLED NURSING SUITES" AND AN ARRAY OF SERVICES AND AMENITIES.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1CASCADE RIDGE SENIOR LIVING IS RENTAL HOUSING CONSISTING OF TWENTY ONE-BEDROOM AND TWENTY TWO-BEDROOM APARTMENTS WITH ELEVATOR ACCESS AS THIS WAS IDENTIFIED AS A SIGNIFICANT NEED FOR LOW-INCOME SENIORS OVER AGES 55 WHOSE INCOME ARE 60% OR LESS OF APPLICABLE AREA MEDIAN INCOME.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2THE PERSONAL EMERGENCY RESPONSE AND HEALTH MONITORING SERVICES PROGRAM PROVIDES SERVICE TO ENHANCE THE HEALTHCARE NEEDS OF ADULT PERSONS IN THE BENEFIS SERVICE AREA WHO REQUIRE A PERSONAL EMERGENCY RESPONSE SYSTEM (PERS). A PERS IS DESIGNED TO PROVIDE THE CONFIDENCE AND FREEDOM NEEDED TO CONTINUE LIVING INDEPENDENTLY BY PROVIDING THE SUBSCRIBER WITH A CONTINUOUSLY MONITORED CALL SYSTEM SUCH THAT THERE IS ALWAYS SOMEONE STANDING BY TO ASSIST, 24 HOURS A DAY, SEVEN DAYS A WEEK. THE PROGRAM ALSO PROVIDES MEDICATION MONITORING AND OTHER HEALTHCARE MONITORING SERVICES THAT ASSIST THE INDIVIDUAL IN MAINTAINING A HIGHER FUNCTIONING OF INDEPENDENT LIVING THROUGH AUTOMATED REMINDERS AND NOTIFICATION OF HEALTH INTERVENTIONS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
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IRS990ScheduleA/First5Years509Ind0X
IRS990ScheduleA/Form990ScheduleAPartIVGrp/ExplanationTxt02013 IS THE ORGANIZATION'S SECOND YEAR IN EXISTENCE.
IRS990ScheduleA/Form990ScheduleAPartIVGrp/FormAndLineReferenceDesc0SCHEDULE A, PART III, SECTION B, LINE 14
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0PURSUANT TO A CONTRACTUAL ARRANGEMENT, THE ORGANIZATION OBTAINS CERTAIN MANAGEMENT AND ADMINISTRATIVE SERVICES FROM ITS PARENT ENTITY. BENEFIS HEALTH SYSTEM, INC (BHS). BHS PROVIDES THESE SERVICES TO ITS SUBSIDIARY TAX-EXEMPT OPERATING ENTITIES ON A CENTRALIZED BASIS. THE SERVICES INCLUDE THE FOLLOWING: - MANAGEMENT OF HUMAN RESOURCES INCLUDING POLICIES AND PRACTICES - MANAGEMENT, PLANNING, BUDGETING AND REPORTING OF FINANCIAL OPERATIONS - MANAGEMENT OF BILLING AND COLLECTIONS POLICIES - INFORMATION SYSTEMS COORDINATION - OVERSEES QUALITY STANDARDS, COMPLIANCE AND RISK MANAGEMENT - MANAGES REGIONAL, COMMUNITY AND GOVERNMENT RELATIONS AND MARKETING - MANAGEMENT OF GRANTS DEVELOPMENT THE BOARD OF DIRECTORS OF BHS ALSO OVERSEE ALL OF THE ORGANIZATION'S BOARD ACTIVITIES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY, OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT. THE ORGANIZATION DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY, OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0PAGE 2, PART IV
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART V, INFORMATION REARDING PERSONAL BENEFIT CONTRACTS:
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0PETER GRAY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum04064555039
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-06-10
ReturnHeader/Filer/BusinessName/BusinessNameLine10BENEFIS SENIOR SERVICES INC
ReturnHeader/Filer/BusinessNameControlTxt0BENE
ReturnHeader/Filer/EIN0461344408
ReturnHeader/Filer/PhoneNum04064555039
ReturnHeader/Filer/USAddress/AddressLine101101 26TH STREET SOUTH
ReturnHeader/Filer/USAddress/City0GREAT FALLS
ReturnHeader/Filer/USAddress/State0MT
ReturnHeader/Filer/USAddress/ZIPCode059405
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0910189318
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10MOSS ADAMS LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine10805 SW BROADWAY 1200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0PORTLAND
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0OR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode097205
ReturnHeader/PreparerPersonGrp/PhoneNum05032421447
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0WENDY CAMPOS
ReturnHeader/ReturnTs02014-06-19T18:12:34-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02013-01-01
ReturnHeader/TaxPeriodEndDt02013-12-31
ReturnHeader/TaxYr02013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2013Detailed filing. Detailed filing data is available for this year.$1$0$0$0$0$0