Nonprofit · EIN 81-0391600
BILLINGS CLINIC EMPLOYEE BENEFIT TRUST
Tax-exempt · BILLINGS, MT 59101
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $50,549,156 | $47,961,747 | $2,587,409 | $23,923,449 | $5,361,793 | $18,561,656 |
| December 31, 2023 | 990 | $46,975,087 | $49,458,528 | -$2,483,441 | $23,057,136 | $2,719,448 | $20,337,688 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $49,868,466
- Investment income
- $680,690
- Net gain from sales of assets
- $16,256
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $45,028,536
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Legal fees
- $200,000
- Accounting fees
- $49,415
Balance sheet and other
- Total assets, start of year
- $23,057,136
- Total assets, end of year
- $23,923,449
- Total liabilities, end of year
- $5,361,793
- Net assets, end of year
- $18,561,656
- Publicly traded securities
- $15,077,223
- Net assets without donor restrictions
- $18,561,656
- Gross receipts
- $50,549,156
- Employees
- 0
- Volunteers
- 8
- Year formed
- 1980
- State of legal domicile
- MT
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 December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| CRAIG LAMBRECHT MD | SYSTEM CEO (UNTIL 3/11/2024) Officer | 1 | $0 | $1,715,469 | $24,583 |
| CLINTON SEGER MD | CEO Trustee or director, Officer | 1 | $0 | $1,163,598 | $43,294 |
| GORDON RIHA MD | BOARD MEMBER Trustee or director | 1 | $0 | $1,129,562 | $51,614 |
| KEVIN ABEL | SYSTEM CO-CEO Officer | 1 | $0 | $986,351 | $38,583 |
| WILLIAM GIBSON | CLO Officer | 1 | $0 | $801,222 | $38,623 |
| ELLEN LAYTON | CAO Officer | 1 | $0 | $770,824 | $51,195 |
| KENDRICK TROSTEL MD | PHYSICIAN/VICE CHAIR Trustee or director, Officer | 1 | $0 | $756,619 | $52,436 |
| KATHLEEN QUINONES | CFO Officer | 1 | $0 | $579,324 | $38,096 |
| JUSTIN OTT | CIO Officer | 1 | $0 | $441,312 | $47,594 |
| HEIDI DUNCAN MD | PHYSICIAN/BOARD MEMBER Trustee or director | 1 | $0 | $269,240 | $37,002 |
| US BANK AND TRUST | INSTITUTIONAL TRUSTEE Institutional trustee | 0.1 | $38,060 | $0 | $0 |
| CRAIG BARTHOLOMEW | CHAIR Trustee or director, Officer | 1 | $0 | $0 | $0 |
| KEITH COOK | IMMEDIATE PAST CHAIR Trustee or director | 1 | $0 | $0 | $0 |
| EILEEN MCDONALD | SECRETARY Trustee or director, Officer | 1 | $0 | $0 | $0 |
| ALICE GORDON | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
4 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| WAYNE HIRSCH | BOARD MEMBER Trustee or director | 1 | $0 |
| JOHN EDWARDS | BOARD MEMBER Trustee or director | 1 | $0 |
| BLAKE UNDERRINER | BOARD MEMBER Trustee or director | 1 | $0 |
| AMY CEBULL | BOARD MEMBER Trustee or director | 1 | $0 |
990 for the year ended December 31, 2023: 7 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| CLINTON SEGER MD | CEO BILLINGS CLINIC / BOARD MEMBER Trustee or director, Officer | 1 | $0 | $830,292 | $132,500 |
| ELLEN LAYTON | CHIEF LEGAL OFFICER / BOARD MEMBER Trustee or director, Officer | 1 | $0 | $562,923 | $105,016 |
| ERIN RAINS DO | CO-CMO BILLINGS CLINIC / BOARD MEMBER Trustee or director, Officer | 1 | $0 | $541,352 | $60,941 |
| KATHLEEN QUINONES | CFO BILLINGS CLINIC / BOARD MEMBER Trustee or director, Officer | 1 | $0 | $448,591 | $102,141 |
| RYAN SCHWANKE MD | CO-CMO BILLINGS CLINIC / BOARD MEMBER Trustee or director, Officer | 1 | $0 | $476,346 | $57,849 |
| KELLEE FISK | CPO BILLINGS CLINIC / BOARD MEMBER Trustee or director, Officer | 1 | $0 | $304,737 | $6,865 |
| US BANK AND TRUST | INSTITUTIONAL TRUSTEE Institutional trustee | 0.1 | $34,533 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 2800 10TH AVE N, BILLINGS, MT 59101-0703
- In care of
- % KATHLEEN QUINONES
- Principal officer (990 for 2024)
- CLINT SEGER MD, 2800 10TH AVE N, BILLINGS, MT 59107
- Signed the 990
- PATTI PILGRIM, CFO
- Phone
- (406) 657-4130
- Return prepared by
- BAKER TILLY ADVISORY GROUP LP
Mission
PROVIDES HEALTH BENEFITS AND INSURANCE COVERING ELIGIBLE EMPLOYEES AND THEIR DEPENDENTS OF THE BILLINGS CLINIC.
Program accomplishments
- THE BILLINGS CLINIC EMPLOYEE BENEFIT PLAN AND TRUST PROVIDES PAYMENT OF MEDICAL, DENTAL, VISION, AND PHARMACY CLAIMS ON BEHALF OF ELIGIBLE PARTICIPANTS.
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 December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 81-0391600
- Tax-exempt status
- 501(c)(9): Voluntary employees' beneficiary association
- Donations deductible
- No
- Exempt since
- 1980
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $23,923,449
- Income (IRS master file)
- $50,549,156
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $50,549,156 | $47,961,747 | $23,923,449 | IRS |
| 990 | December 2023 | $46,975,087 | $49,458,528 | $23,057,136 | XML |
| 990 | December 2022 | $46,942,153 | $44,085,581 | $24,067,325 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
| 990 | December 2017 | – | – | – | IRS |
| 990 | December 2016 | – | – | – | 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 81-0391600).
Questions about BILLINGS CLINIC EMPLOYEE BENEFIT TRUST
- What is the EIN of BILLINGS CLINIC EMPLOYEE BENEFIT TRUST?
- The employer identification number (EIN) of BILLINGS CLINIC EMPLOYEE BENEFIT TRUST is 81-0391600.
- Is BILLINGS CLINIC EMPLOYEE BENEFIT TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 1980.
- Are donations to BILLINGS CLINIC EMPLOYEE BENEFIT TRUST tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does BILLINGS CLINIC EMPLOYEE BENEFIT TRUST 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 BILLINGS CLINIC EMPLOYEE BENEFIT TRUST due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did BILLINGS CLINIC EMPLOYEE BENEFIT TRUST last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2024.
- Who is the principal officer of BILLINGS CLINIC EMPLOYEE BENEFIT TRUST?
- The 990 for the year ended December 31, 2024 names CLINT SEGER MD.
- Who are the officers and directors of BILLINGS CLINIC EMPLOYEE BENEFIT TRUST?
- The 990 for the year ended December 31, 2024 lists 19 people; 1 received compensation from the organization.
- How much revenue does BILLINGS CLINIC EMPLOYEE BENEFIT TRUST have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $50,549,156, expenses of $47,961,747 and total assets of $23,923,449 at year end.
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