Nonprofit · EIN 36-3431210
BENEFIT FUND OF THE MCKENZIE COUNTY HEALTHCARE SYSTEMS
Tax-exempt · WATFORD CITY, ND 58854
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $4,469,809 | $4,584,885 | -$115,076 | $28,296,727 | $15,248 | $28,281,479 |
| June 30, 2024 | 990 | $4,091,726 | $3,393,405 | $698,321 | $27,205,563 | $69,290 | $27,136,273 |
| June 30, 2023 | 990 | $5,332,696 | $1,936,903 | $3,395,793 | $24,980,409 | $95,205 | $24,885,204 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $1,397,278
- of which government grants
- $100,000
- Program service revenue
- $0
- Investment income
- $968,141
- Royalties
- $2,104,390
- Net gain from sales of assets
- $96,532
- Other revenue
- $2,104,390
Expenses
- Grants and similar amounts paid
- $3,931,805
- Compensation of officers, directors and key employees
- $102,612
- Other salaries and wages
- $25,954
- Salaries, compensation and benefits (total)
- $158,885
- Professional fundraising fees
- $297,543
- Legal fees
- $105
- Accounting fees
- $4,849
- Travel
- $19,455
- Depreciation
- $2,450
- Program services (functional)
- $4,113,854
- Management and general (functional)
- $158,885
- Fundraising (functional)
- $312,146
Balance sheet and other
- Total assets, start of year
- $27,205,563
- Total assets, end of year
- $28,296,727
- Total liabilities, end of year
- $15,248
- Net assets, end of year
- $28,281,479
- Land, buildings and equipment
- $6,036
- Publicly traded securities
- $25,052,838
- Net assets without donor restrictions
- $27,102,805
- Net assets with donor restrictions
- $1,178,674
- Gross receipts
- $4,469,809
- Employees
- 0
- Volunteers
- 30
- Year formed
- 2006
- State of legal domicile
- ND
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| Daniel Kelly President | Executive Director (until Oct) Officer | 10 | $214,537 | $0 | $30,020 |
| William Scott Merkle | CFO Officer | 3 | $0 | $188,713 | $21,463 |
| Randy Quale | Chair Trustee or director, Officer | 2 | $0 | $0 | $0 |
| Neal Shipman | Vice Chair Trustee or director, Officer | 2 | $0 | $0 | $0 |
| Gary Brown | Treasurer Trustee or director, Officer | 2 | $0 | $0 | $0 |
| Jan Dodge | Secretary Trustee or director, Officer | 2 | $0 | $0 | $0 |
| Larry Larsen | Trustee Trustee or director | 2 | $0 | $0 | $0 |
| Gretchen Stenehjem | Trustee Trustee or director | 2 | $0 | $0 | $0 |
| Lynn Welker President | Executive Director (start Nov) Officer | 45 | $0 | $0 | $0 |
990 for the year ended June 30, 2024: 9 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| Daniel Kelly | President Executive Director Officer | 19.85 | $0 | $180,151 | $23,321 |
| William Scott Merkle | CFO (As of 9/23) Officer | 3 | $0 | $50,654 | $39,949 |
| Randy Quale | Chair Trustee or director, Officer | 2 | $0 | $0 | $0 |
| Neal Shipman | Vice Chair Trustee or director, Officer | 2 | $0 | $0 | $0 |
| Gary Brown | Treasurer Trustee or director, Officer | 2 | $0 | $0 | $0 |
| Jan Dodge | Secretary Trustee or director, Officer | 2 | $0 | $0 | $0 |
| Larry Larsen | Trustee Trustee or director | 2 | $0 | $0 | $0 |
| Gretchen Stenehjem | Trustee Trustee or director | 2 | $0 | $0 | $0 |
| Cheryl Batchelor | Interim CFO (Until 9/23) Officer | 3 | $0 | $0 | $0 |
990 for the year ended June 30, 2023: 10 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| Daniel Kelly | President Officer | 10 | $0 | $254,129 | $26,554 |
| Randy Quale | Director (Jul-Dec)/Chair (Jan-Jun) Trustee or director, Officer | 1 | $0 | $0 | $0 |
| Neal Shipman | Vice Chair (Jan-Jun) Trustee or director, Officer | 1 | $0 | $0 | $0 |
| Gary Brown Director Jul-Dec | /Treasurer (Jan-Jun) Trustee or director, Officer | 1 | $0 | $0 | $0 |
| Jan Dodge | Secretary Trustee or director, Officer | 1 | $0 | $0 | $0 |
| Larry Larsen | Trustee Trustee or director | 1 | $0 | $0 | $0 |
| Gretchen Stenehjem | Trustee (Jan-Jun) Trustee or director | 1 | $0 | $0 | $0 |
| Patsy Levang | Vice Chair (Jul-Dec) Trustee or director, Officer | 1 | $0 | $0 | $0 |
| Kelly Peterson | Chair (Jul-Dec) Trustee or director, Officer | 1 | $0 | $0 | $0 |
| Cheryl Batchelor | MCHS Interim CFO Officer | 2 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 1461, WATFORD CITY, ND 58854-1461
- Principal officer (990 for 2024)
- Scott Merkle, PO Box 1461, Watford City, ND 58854
- Signed the 990
- Scott Merkle, CFO
- Phone
- (701) 444-8061
- Website
- www.mckenziehealth.com
- Return prepared by
- Eide Bailly LLP
Mission
The Benefit Fund of McKenzie County Healthcare Systems (MCHS) is a nonprofit organization that works cooperatively with MCHS to meet the ongoing needs of the McKenzie County Hospital, the Good Shepherd Home,Continued on Schedule O...the McKenzie County Clinic, and the Connie Wold Wellness Center. The staff of the Benefit Fund works closely with the residents of the County to foster community participation and contributions to the healthcare system.
Program accomplishments
- The Benefit Fund works cooperatively with McKenzie County Healthcare System, Inc. to meet the ongoing needs of the facility and the residents served by McKenzie County Healthcare System, Inc. The Fund identifies appropriate federal, state and private funding sources and prepares proposals to secure the necessary infrastructure, equipment and programs vital to the delivery of quality, local healthcare to the residents of McKenzie County. The Benefit Fund hosts county-wide fundraising events designed to keep the communities of the County involved in the healthcare system. Social and print media are utilized to recognize donors and to provide information on new programs offered and needs of the Benefit Fund and McKenzie County Healthcare Systems, Inc.Expenses $4,113,854 · grants $3,931,805
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 36-3431210
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1986
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Human services (P75I)
- Assets (IRS master file)
- $28,296,727
- Income (IRS master file)
- $4,469,809
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $4,469,809 | $4,584,885 | $28,296,727 | IRS |
| 990 | June 2024 | $4,091,726 | $3,393,405 | $27,205,563 | IRS |
| 990 | June 2023 | $5,332,696 | $1,936,903 | $24,980,409 | XML |
| 990 | June 2022 | $5,900,012 | $2,998,310 | $20,997,952 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 36-3431210).
Questions about BENEFIT FUND OF THE MCKENZIE COUNTY HEALTHCARE SYSTEMS
- What is the EIN of BENEFIT FUND OF THE MCKENZIE COUNTY HEALTHCARE SYSTEMS?
- The employer identification number (EIN) of BENEFIT FUND OF THE MCKENZIE COUNTY HEALTHCARE SYSTEMS is 36-3431210.
- Is BENEFIT FUND OF THE MCKENZIE COUNTY HEALTHCARE SYSTEMS tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1986.
- Are donations to BENEFIT FUND OF THE MCKENZIE COUNTY HEALTHCARE SYSTEMS tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does BENEFIT FUND OF THE MCKENZIE COUNTY HEALTHCARE SYSTEMS file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of BENEFIT FUND OF THE MCKENZIE COUNTY HEALTHCARE SYSTEMS due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did BENEFIT FUND OF THE MCKENZIE COUNTY HEALTHCARE SYSTEMS last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of BENEFIT FUND OF THE MCKENZIE COUNTY HEALTHCARE SYSTEMS?
- The 990 for the year ended June 30, 2025 names Scott Merkle.
- Who are the officers and directors of BENEFIT FUND OF THE MCKENZIE COUNTY HEALTHCARE SYSTEMS?
- The 990 for the year ended June 30, 2025 lists 9 people; 1 received compensation from the organization, the highest $214,537 (Daniel Kelly President, Executive Director (until Oct)).
- How much revenue does BENEFIT FUND OF THE MCKENZIE COUNTY HEALTHCARE SYSTEMS have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $4,469,809, expenses of $4,584,885 and total assets of $28,296,727 at year end.
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All nonprofits in WATFORD CITY · North Dakota · Human services