2024-02-15T14:38:16-06:00 2023-03-31 810497523 JORDAHL & SLITER PLLC PO BOX 8600 KALISPELL MT 599041600 990 2022-04-01 810232406 LOGAN HEALTH - CONRAD LOGA 4067515759 310 SUNNYVIEW LANE KALISPELL MT 59901 COLE TURNER SYSTEM CFO 4067515759 2024-02-15 1 COLE TURNER 000005128 1 JUSTIN P SLITER P00188996 4067521040 2024-02-14 0 AAL1 IAL1 2022 2023-04-26 12:10:37Z X COLE TURNER 310 SUNNYVIEW LANE KALISPELL MT 59901 17390060 0 X LOGAN.ORG X 1975 MT EXCEED THE HEALTHCARE EXPECTATIONS OF THOSE WE SERVE THROUGH ALL OF LIFE'S STAGES. 5 5 189 5 0 0 481985 133266 4464283 17018011 13731 54989 0 9886 4959999 17216152 0 0 0 0 2324208 9373341 0 0 0 2083391 9116383 4407599 18489724 552400 -1273572 19877820 20805009 5542092 4786383 14335728 16018626 X AS AN ESSENTIAL MEMBER OF OUR REGIONAL COMMUNITY, LHC STRIVES TO BE A PROGRESSIVE HEALTHCARE BUSINESS DEVOTED TO PROVIDING ACCESS TO QUALITY HEALTHCARE AND EXCEEDING THE EXPECTATIONS OF THOSE WE SERVE THROUGH ALL LIFE'S STAGES. 0 0 11650866 11892538 LOGAN HEALTH - CONRAD (LHC) IS A 25-BED CRITICAL ACCESS HOSPITAL. LHC PROVIDED 106 INPATIENT DAYS AND 509 SWING BED PATIENT DAYS ALONG WITH A 24-HOUR EMERGENCY ROOM THAT ACCOUNTED FOR 377 VISITS. OUTPATIENT SERVICES SUCH AS LAB, X-RAY, PHYSICAL AND OCCUPATIONAL THERAPY, WELLNESS CENTER, SURGERY, AMBULANCE, CARDIAC REHAB, DME, HOME HEALTH, SPEECH THERAPY, SLEEP LAB AND RESPIRATORY THERAPY WERE PROVIDED TO MEMBERS OF OUR RURAL COMMUNITY SO THEY COULD RECEIVE THE SERVICES THEY NEEDED CLOSE TO HOME. THE SERVICES ARE ESSENTIAL FOR THE SURVIVAL OF OUR COMMUNITY.LHC MAINTAINS RECORDS TO IDENTIFY AND MONITOR THE LEVEL OF CHARITY CARE IT PROVIDES. THESE RECORDS INCLUDE THE AMOUNT OF CHARGES FOREGONE FOR SERVICES AND SUPPLIES FURNISHED UNDER ITS CHARITY CARE POLICY AND EQUIVALENT SERVICE STATISTICS. THE AMOUNTS OF CHARGES FOREGONE FOR SERVICES PROVIDED UNDER THE FACILITY'S CHARITY CARE POLICY WAS $17,704. 3025927 3697944 LOGAN HEALTH CARE CENTER IS A 59-BED NURSING HOME OFFERING 24-HOUR CARE AND NURSING SERVICES PROVIDED BY LICENSED, CERTIFIED AND COMPASSIONATE STAFF MEMBERS. THE FACILITY HAD 16,062 TOTAL PATIENT DAYS. SPECIALIZED SERVICES ARE ALSO AVAILABLE INCLUDING THOSE OFFERED BY A PHYSICAL THERAPIST, OCCUPATIONAL THERAPIST, SPEECH THERAPIST, AND MEDICAL SOCIAL WORKER. THE CARE CENTER HAS A REMARKABLE LIFE ENRICHMENT PROGRAM THAT OFFERS ACTIVITIES 7 DAYS A WEEK TO INCLUDE EXERCISE, SOCIALS, GAMES, THEME PARTIES, PETS, GARDENING, COOKING, LIVE MUSIC, CRAFTS, AND OUTINGS.THE CENTER HAS A 14-BED SPECIAL CARE UNIT DESIGNATED FOR RESIDENTS WITH PERVASIVE MEMORY LOSS AND CONFUSION, PROVIDING AN EXTRA TOUCH OF ATTENTION AND SUPERVISION. 1480533 1427529 LOGAN HEALTH RURAL HEALTH CLINIC IS A FAMILY PRACTICE RURAL HEALTH CLINIC DEDICATED TO PROVIDING AND COORDINATING COMPREHENSIVE SERVICES TO THE ENTIRE FAMILY. OUR PHYSICIANS ARE BOARD CERTIFIED FAMILY PRACTITIONERS. BOARDED FAMILY PRACTICE PHYSICIANS MUST COMPLETE AN ADDITIONAL THREE YEARS OF SPECIALIZED TRAINING ABOVE AND BEYOND THAT OF MEDICAL SCHOOL. FAMILY PRACTITIONERS ARE TRAINED IN ALL AVENUES OF MEDICINE, SO THEY CAN PROVIDE A FULL RANGE OF CARE. LHRHC ADVANCED PRACTICE PROVIDERS ARE LICENSED BY THE STATE OF MONTANA AND SPECIALIZE IN FAMILY MEDICINE AND URGENT CARE. OUR PROVIDERS PROMOTE HEALTHY LIFESTYLES AND CONTINUALLY STRENGTHEN THE RELATIONSHIP BETWEEN THE CLINIC AND COMMUNITY, WITH EXCELLENT, TIMELY, AND COMPASSIONATE PATIENT CARE, ENSURING PATIENT ACCESS WITH SAME DAY AVAILABILITY.THE CLINIC HAS 1 PHYSICIAN AND 4 ADVANCED PRACTICE PROVIDERS WHO PROVIDED SERVICES FOR 5,102 TOTAL CLINIC VISITS, INCLUDING PRIMARY CARE, ADULT, AND PEDIATRIC VISITS. 16157326 1 1 0 1 0 0 0 0 1 0 1 0 0 0 1 1 0 1 0 0 0 0 0 0 0 0 1 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 26 0 189 1 0 0 0 0 0 0 0 0 0 0 X 5 5 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 1 0 X THE ORGANIZATION 4067515759 310 SUNNYVIEW LANE KALISPELL MT 59901 BERNARD RIES CHAIR 50.00 X X 0 0 0 DEBBIE STURM VICE CHAIR 1.00 X X 0 0 0 HEATHER JOHNSTONE TRUSTEE 1.00 X 0 0 0 CAROLE JONES TRUSTEE 1.00 X 0 0 0 JIM MORREN TRUSTEE 1.00 X 0 0 0 CRAIG LAMBRECHT MD SYSTEM CEO 1.00 50.00 X 0 1250055 37864 CRAIG BOYER SYSTEM CFO PART YEAR 1.00 50.00 X 0 672222 24842 COLE TURNER SYSTEM CFO 1.00 50.00 X 0 453733 5739 LAURA ERICKSON PRESIDENT 50.00 X 251788 0 18761 BRENDA REIS DIRECTOR OF FINANCE 50.00 X 116120 0 16416 JAY TAYLOR MD PHYSICIAN 50.00 X 527140 0 27759 RONALD RAY NURSE PRACTITIONER 50.00 X 208033 0 27279 NORMAN WALKER PHYSICIAN ASSISTANT 50.00 X 177773 0 19788 DAVID ARENDS PHYSICIAN ASSISTANT 50.00 X 132991 0 20197 ANDREW GRANT LABORATORY MANAGER 50.00 X 113863 0 20205 1527708 2376010 218850 12 0 1 0 FOREFRONT HEALTHCARE LLC PO BOX 30516 LANSING MI 48909 PURCHASED SERVICES 1420203 BEST PRACTICE MEDICINE 601 HAGGERTY LN BOZEMAN MT 59715 EMS EDUCATION & TRAINING 242948 SIGNATURE STAFF RESOURCES 1460 TL TOWNSEND DR 104 ROCKWALL TX 75032 STAFFING - CONTRACT LABOR 112608 3 60941 72325 9198 133266 MEDICAL SERVICE REVENUE 621990 16423353 16423353 OTHER PATIENT REVENUE 621990 594658 594658 17018011 91867 91867 137030 173908 -36878 -36878 -36878 OTHER MISCELLANEOUS 561499 9886 9886 9886 17216152 17018011 0 64875 X 355583 355583 7076369 6830749 245620 364337 343227 21110 1034728 979410 55318 542324 500454 41870 4759377 4450391 308986 20522 10291 10231 76969 27370 49599 741008 706032 34976 42561 38376 4185 75781 75781 478120 478120 209352 67113 142239 SUPPLIES 1822106 1650012 172094 ALLOCATED EXPENSES 890587 890587 18489724 16157326 2332398 0 10905566 9002975 3100326 1720931 219905 206912 153932 150149 22298496 13601952 4797850 8696544 394626 700241 632872 19877820 20805009 1703852 2114379 279373 1918796 1876954 1640071 795050 5542092 4786383 X 13896410 15579308 439318 439318 14335728 16018626 19877820 20805009 X -1273572 2956470 X 0 1 X 0 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 0 0 1 1552 1552 0 PART II-B, LINE 1: A PORTION OF THE MEMBERSHIP DUES PAID TO THE MONTANA HOSPITAL ASSOCIATION IS ATTIBUTABLE TO LOBBYING EFFORTS BY THAT ASSOCIATION. 1 5273 10840 11807 4306 0 27854 27854 5644397 4900702 743695 9940087 8490075 1450012 6686158 211175 6474983 8696544 PAYABLE TO CONTRACTUAL AGENCIES 565625 DUE TO AFFILIATE 229425 795050 X PART IV, LINE 1B: THE FUNDS ARE THE PERSONAL FUNDS OF THE NURSING HOME RESIDENTS ARE TO BE USED ONLY FOR SPECIFIC PERSONAL EXPENDITURES AS REQUESTED BY THE RESIDENTS. PART X, LINE 2: THE CORPORATION ADOPTED THE PROVISIONS OF ASC TOPIC 740, INCOME TAXES. ASC TOPIC 740 CLARIFIES THE ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES RECOGNIZED IN AN ORGANIZATION'S FINANCIAL STATEMENTS AND PRESCRIBES A RECOGNITION THRESHOLD AND MEASUREMENT STANDARD FOR THE FINANCIAL STATEMENT RECOGNITION AND MEASUREMENT OF AN INCOME TAX POSITION TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. THE CORPORATION HAS REVIEWED ITS TAX POSITIONS FOR ALL OPEN TAX YEARS AND HAS CONCLUDED NO RESERVES ARE REQUIRED. 1 1 X 1 X 1 X 1 1 1 0 0 14238 14238 0.00080 4115548 3422986 692562 0.03750 4129786 3422986 706800 0.03830 6207074 3411989 2795085 0.15120 6207074 3411989 2795085 0.15120 10336860 6834975 3501885 0.18950 1 378794 2946620 4266225 -1319605 X 1 1 1 1 LOGAN HEALTH - CONRAD 805 SUNSET BLVD CONRAD MT 59425 LOGAN.ORG/LOGAN-HEALTH-CONRAD 13510 X X X X PROVIDER BASE RURAL HEALTH CLINIC LOGAN HEALTH - CONRAD 1 0 0 1 X X X X X X X X X 22 1 0 0 1 X LOGAN.ORG/COMMUNITY/COMMUNITY-HEALTH-NEEDS-ASSESSMENT X 1 22 1 LOGAN.ORG/COMMUNITY/COMMUNITY-HEALTH-NEEDS-ASSESSMENT 0 1 X 200.000000000000 400.000000000000 X X X X X X 1 1 X X X 1 X LOGAN.ORG/PAY-BILL/FINANCIAL-ASSISTANCE-PROGRAM X LOGAN.ORG/PAY-BILL/FINANCIAL-ASSISTANCE-PROGRAM X LOGAN.ORG/PAY-BILL/FINANCIAL-ASSISTANCE-PROGRAM X X X X X X X 1 X 0 X X X X 1 X 0 1 LOGAN HEALTH - CONRAD PART V, SECTION B, LINE 5: LOGAN HEALTH - CONRAD CONDUCTED TWO MEETINGS WITH A 14-PERSON STEERING COMMITTEE WHICH INCLUDED PUBLIC HEALTH, HEALTH CARE PROVIDERS, COMMISSIONERS, BUSINESS OWNERS, PARENTS, FARMERS, AND MANY OTHER PERSONS FROM THE COMMUNITY. WE SENT OUT A RANDOM SURVEY TO ALL AREAS OF OUR PATIENT POPULATION AND HAD A HIGH RESPONSE RATE. WE CONDUCTED 4 FOCUS GROUPS WITH PERSONS OF ALL AGE GROUPS AND DEMOGRAPHICS THROUGHOUT THE COMMUNITY. OTHER INPUT WAS ACCEPTED VIA EMAIL. LOGAN HEALTH - CONRAD PART V, SECTION B, LINE 11: IN THE MOST RECENT 2022 CHNA, THE FOLLOWING NEEDS WERE THE TOP ITEMS IDENTIFIED:1) CANCER2) ALCOHOL/SUBSTANCE ABUSE3) OVERWEIGHT/OBESITY4) DEPRESSION/ANXIETY5) LACK OF EXERCISE6) ACCESS TO HEALTHCARE7) MORE PRIMARY CARE AND SPECIALITY CARE PROVIDERS8) HEALTH AND WELLNESS EDUCATION AND FACILITIES9) AFFORDABLE FOOD AND HOUSINGTO CONTINUE TO REACH OUR GOAL TO IMPROVE ACCESS TO HEALTH AND WELLNESS, THE FACILITY CONTINUED WITH INCREASED PRESENCE ON SOCIAL MEDIA AND LOCAL RADIO STATIONS TO PROVIDE HEALTH AND WELLNESS UPDATES. ADDITIONALLY, THE RHC CONTINUED TO UTILIZE THE USE OF TELEHEALTH TO ADDRESS THE HEALTHCARE NEEDS OF THE COMMUNITY AND ACCESS TO SPECIALISTS. OUR COMMUNITY OUTREACH PROGRAMS WERE LIMITED BASED ON COMMUNITY COVID -19 ACTIVITY. THE BIGGEST GROWTH OPPORTUNITY FOR THE FACILITY WAS THE PARTNERSHIP WITH THE CONRAD SCHOOL DISTRICT IN PROVIDING A SCHOOL NURSE TO INCREASE EDUCATION, WELLNESS AND MENTAL/BEHAVIORAL HEALTH AWARENESS. NURSING STAFF WERE ABLE TO PROVIDE EDUCATION TO STUDENTS AT THE JUNIOR HIGH ON CPR, FIRST AID AND STOP THE BLEED. OUR RHC CONTINUED WITH THE CHRONIC DISEASE MANAGEMENT AND MENTAL HEALTH GRANT. THE RHC ADDED SCREENING OF PATIENTS WITH PHQ9 (DEPRESSION SCORING TOOL) TO IDENTIFY RHC PATIENTS WITH POTENTIAL NEED FOR MENTAL HEALTH INTERVENTION.LHC MARKETING SPECIALIST HAS PROMOTED SERVICES PROVIDED AT LHC VIA VARIOUS SOCIAL MEDIA PLATFORMS AND HAS PARTNERED WITH OUR COMMUNITY PARTNERS ON PROMOTING HEALTH AND WELLNESS. LHC RHC CONTINUES TO WORK WITH SPECIALTY PROVIDERS INCLUDING PULMONOLOGIST, CARDIOLOGIST, ORTHOPEDICS, ONCOLOGY, AND EXPANDED ACCESS TO TELEHEALTH. THE ADDITION OF MRI SERVICES WEEKLY AT LHC HELPED ENHANCE SERVICES FOR THE COMMUNITY. ONE OF OUR OBJECTIVES WAS TO INCREASE WOMEN'S HEALTH SERVICES AT THE RHC WHICH WAS MET WITH THE RECRUITMENT OF A FNP IN 2019. THE MENTAL HEALTH GRANT WHICH IS BEING WELL UTILIZED AT THE RHC WITH POSITIVE PATIENT OUTCOMES CONTINUED TO BE UTILIZED IN 2022. THE RHC IMPLEMENTED A CHRONIC DISEASE MANAGEMENT PROGRAM IN 2020 WHICH WILL FURTHER PROMOTE HEALTH AND WELLNESS. DURING THE PHEEVEN WITH RESTRICTIONS FOR COMMUNITY EVENTS THE FACILITY WAS ABLE TO CONTINUE PROMOTING HEALTH AND WELLNESS THROUGH INCREASED MARKETING USING DIFFERENT PLATFORMS.LHC CONTINUES TO COLLABORATE WITH COMMUNITY PARTNERS ON THE IMPLEMENTATION OF THE CHNA. LHC WORKS CLOSELY WITH PONDERA HEALTHCARE FOUNDATION AND PONDERA COUNTY HEALTH DEPARTMENT. STAFF FROM LHC ALSO SERVE ON DUI TASKFORCE, MENTAL HEALTH ADVISORY BOARD AND PONDERA COUNTY HEALTH BOARD WHICH FURTHER INTEGRATES LHC WITH THE COMMUNITY AND HELPS WITH UNDERSTANDING THE NEEDS OF THE COMMUNITY. LHC ALSO COLLABORATES REGIONALLY WITH OTHER CAH IN PROJECTS RELATED TO CARDIAC DISEASE/STROKE, TRAUMA AND PATIENT CARE TRANSITIONS TO PROMOTE ACCESS TO HEALTHCARE AND PROMOTE WELLNESS. LHC UTILIZES FEEDBACK RECEIVED FROM SURVEYS CONDUCTED AT RHC, HOME HEALTH, DME, REHAB SERVICES AND HCAHPS TO EXPLORE OPPORTUNITIES TO IMPROVE HEALTHCARE DELIVERY. LOGAN HEALTH - CONRAD PART V, SECTION B, LINE 13B: PATIENTS WHO DO NOT QUALIFY FOR FINANCIAL ASSISTANCE UNDER THE FPG CRITERIA BUT WHOSE SELF-PAY BALANCE EXCEEDS $75,000 ARE SEPARATELY CONSIDERED FOR FINANCIAL ASSISTANCE BASED ON INDIVIDUAL CIRCUMSTANCES. LOGAN HEALTH - CONRAD PART V, SECTION B, LINE 13H: - THE PATIENT'S SELF-PAY BALANCE EXCEEDS $75,000.- PROOF OF CURRENT ELIGIBILITY IN A QUALIFYING STATE OR FEDERAL NEED-BASED ASSISTANCE PROGRAM SUCH AS SNAP OR WIC- ELIGIBILITY DETERMINATIONS FROM APPROVED CHARITABLE ENTITIES AND FOUNDATIONS, SUCH AS SHEPHERD'S HAND FREE CLINIC- VALIDATED PATIENT HOMELESSNESS LOGAN HEALTH - CONRAD PART V, SECTION B, LINE 16J: PATIENTS ARE INFORMED ABOUT THEIR ELIGIBILITY FOR FINANCIAL ASSISTANCE DURING CONVERSATIONS AT REGISTRATION AND DURING FOLLOW-UP ON OUTSTANDING ACCOUNT BALANCES. INFORMATION REGARDING FINANCIAL ASSISTANCE AND APPLICATIONS ARE AVAILABLE IN THE PATIENT FINANCIAL SERVICES DEPARTMENT. THE FINANCIAL ASSISTANCE APPLICATION IS ALSO AVAILABLE ON OUR WEBSITE. WE ALSO HAVE PARTNERED WITH THE MEDICAL ADVOCACY SERVICES FOR HEALTHCARE, INC. (MASH) PROGRAM. THEY CONTACT OUR PRIVATE PAY PATIENTS TO SEE IF THEY MIGHT QUALIFY FOR STATE FUNDED PROGRAMS AND HELP THEM COMPLETE FAP IF THEY DON'T QUALIFY FOR STATE PROGRAMS. LOGAN HEALTH - CONRAD PART V, SECTION B, LINE 24: ALL INDIVIDUALS ELIGIBLE UNDER THE HOSPITAL FINANCIAL ASSISTANCE POLICY ARE PROVIDED A DISCOUNT FOR EMERGENCY AND OTHER MEDICALLY NECESSARY CARE. THE FINANCIAL ASSISTANCE POLICY DOES NOT APPLY TO ELECTIVE PROCEDURES. THEREFORE, FAP-ELIGIBLE PATIENTS WITHOUT INSURANCE MAY BE CHARGED GROSS CHARGES ON ELECTIVE PROCEDURES. 3 1 - LOGAN HEALTH CARE CENTER - CONRAD 805 SUNSET BLVD CONRAD MT 59425 LONG TERM CARE 2 - LOGAN HEALTH MEDICAL EQUIPMENT - CONRAD 809 SUNSET BLVD CONRAD MT 59425 DURABLE MEDICAL EQUIPMENT 3 - LOGAN HEALTH HOME CARE - CONRAD 809 SUNSET BLVD CONRAD MT 59425 HOME HEALTH CARE PART I, LINE 3C: - THE PATIENT'S SELF-PAY BALANCE EXCEEDS $75,000.- PROOF OF CURRENT ELIGIBILITY IN A QUALIFYING STATE OR FEDERAL NEED-BASED ASSISTANCE PROGRAM SUCH AS SNAP OR WIC- ELIGIBILITY DETERMINATIONS FROM APPROVED CHARITABLE ENTITIES AND FOUNDATIONS- VALIDATED PATIENT HOMELESSNESS PART I, LINE 7: CHARITY CARE EXPENSE WAS CONVERTED TO COST BASED ON AN OVERALL COST-TO-CHARGE RATIO ADDRESSING ALL PATIENT SEGMENTS. THE COST FOR MEDICAID AND SUBSIDIZED HEALTH SERVICES WAS DETERMINED USING THE MEDICARE COST REPORT INTERIM REPORTS. PART II, COMMUNITY BUILDING ACTIVITIES: THE BOARD OF DIRECTORS IS COMPRISED OF COMMUNITY MEMBERS THROUGHOUT PONDERA COUNTY AND ALL BOARD MEETINGS ARE OPEN TO THE PUBLIC. SURPLUSES OF CASH, WHEN AVAILABLE, ARE INVESTED BACK INTO THE HOSPITAL FOR EQUIPMENT PURCHASES AND WAGE CONSIDERATIONS. LOGAN HEALTH CONRAD EXTENDS MEDICAL STAFF PRIVILEGES TO ALL QUALIFIED PHYSICIANS IN THE COMMUNITY.LOGAN HEALTH CONRAD OPERATES AN EMERGENCY ROOM AVAILABLE TO ALL REGARDLESS OF ABILITY TO PAY, 20 ACUTE CARE BEDS FOR HOSPITAL STAYS, 59 BED EXTENDED CARE CENTER, DEMENTIA CARE UNIT, RURAL HEALTH CLINIC, WELLNESS CENTER, CARDIAC REHAB, HOME HEALTH AGENCY, PHYSICAL THERAPY, OCCUPATION THERAPY, SPEECH THERAPY, CARDIOPULMONARY REHAB, AND DME AND NUMEROUS OTHER SERVICES TO MEET THE COMMUNITIES DAILY AND LONG-TERM HEALTH CARE NEEDS.LOGAN HEALTH CONRAD CARE CENTER HAS UTILIZED VOLUNTEERS AND COMMUNITY MEMBERS IN OUR FACILITY HOWEVER FOR 2022 THAT CONTINUED TO BE LIMITED DUE TO VISITOR RESTRICTIONS AND OUTBREAK STATUS. LHC CONTINUES TO PARTNER WITH MSU FOR SENIOR NURSING STUDENTS TO COMPLETE THEIR LEADERSHIP TRAINING AT LHC AND RUOP STUDENTS ALONG WITH STUDENTS WHO WISH TO SHADOW HEALTHCARE WORKERS.LHC HAS CONTINUED TO PROVIDE BASIC LIFE SUPPORT AND FIRST AID TRAINING TO COMMUNITY MEMBERS INCLUDING THE SCHOOL DISTRICT, LAW ENFORCEMENT AND DAYCARE PROVIDERS. LHC ALSO TRAINS FOR ACLS AND PALS AND INVITES HEALTHCARE PROFESSIONALS FROM REGIONAL COMMUNITIES.LHC CONTINUES TO COLLABORATE WITH COMMUNITY PARTNERS ON THE IMPLEMENTATION OF THE CHNA. LHC WORKS CLOSELY WITH PONDERA HEALTHCARE FOUNDATION AND PONDERA COUNTY HEALTH DEPARTMENT. STAFF FROM LHC ALSO SERVE ON DUITASKFORCE, MENTAL HEALTH ADVISORY BOARD AND PONDERA COUNTY HEALTH BOARD WHICH FURTHER INTEGRATES LHC WITH THE COMMUNITY AND HELPS WITH UNDERSTANDING THE NEEDS OF THE COMMUNITY. LHC ALSO COLLABORATES REGIONALLYWITH OTHER CAH IN PROJECTS RELATED TO CARDIAC DISEASE/STROKE, TRAUMA AND PATIENT CARE TRANSITIONS TO PROMOTE ACCESS TO HEALTHCARE AND PROMOTE WELLNESS. LHC UTILIZES FEEDBACK RECEIVED FROM SURVEYS CONDUCTED AT RHC,HOME HEALTH, DME, REHAB SERVICES AND HCAHPS TO EXPLORE OPPORTUNITIES TO IMPROVE HEALTHCARE DELIVERY. PART III, LINE 2: TO DETERMINE THE AMOUNT REPORTED ON LINE 2, PART III, THE AMOUNTS WRITTEN OFF TO BAD DEBT ARE WHAT IS LEFT OVER AFTER ANY APPLICABLE DISCOUNTS, INSURANCE, AND PAYMENTS HAVE BEEN APPLIED. MANAGEMENT DETERMINES THE ALLOWANCE FOR DOUBTFUL ACCOUNTS BY USING HISTORICAL EXPERIENCE APPLIED TO AN AGING OF ACCOUNTS. PATIENT RECEIVABLES ARE WRITTEN OFF WHEN ALL OTHER RESOURCES HAVE BEEN EXHAUSTED AND REMAINING BALANCE IS DEEMED UNCOLLECTIBLE, PER HOSPITAL'S COLLECTION AND FINANCIAL ASSISTANCE POLICIES. PART III, LINE 4: BAD DEBT EXPENSE IS BASED ON ACTUAL WRITE-OFFS OF PATIENT CHARGES AS WELL AS AN ESTIMATE FOR OUTSTANDING A/R BASED ON HISTORICAL COLLECTION TRENDS FOR SIMILAR INSURED AND UNINSURED ACCOUNTS.PROVISION FOR BAD DEBTS: THE HOSPITAL PROVIDES FOR AN ALLOWANCE AGAINST PATIENT ACCOUNTS RECEIVABLE FOR AN AMOUNT THAT COULD BECOME UNCOLLECTIBLE, WHEREBY SUCH RECEIVABLES ARE REDUCED TO THEIR ESTIMATED NET REALIZABLE VALUE. THE HOSPITAL ESTIMATES THIS ALLOWANCE BASED ON THE AGING OF ACCOUNTS RECEIVABLE, HISTORICAL COLLECTION EXPERIENCE, AND OTHER RELEVANT FACTORS. THERE ARE VARIOUS FACTORS THAT CAN IMPACT THE COLLECTION TRENDS, SUCH AS CHANGES IN THE ECONOMY, WHICH IN TURN HAVE AN IMPACT ON THE UNEMPLOYMENT RATES AND THE NUMBER OF UNINSURED AND UNDERINSURED PATIENTS, THE INCREASED BURDEN OF COPAYMENTS TO BE MADE BY PATIENTS WITH INSURANCE, AND BUSINESS PRACTICES RELATED TO COLLECTION EFFORTS. THESE FACTORS CONTINUOUSLY CHANGE AND HAVE AN IMPACT ON THE ESTIMATION PROCESS. THE FOOTNOTE REGARDING BAD DEBT EXPENSE IS INCLUDED ON PAGES 11 THROUGH 17 OF THE ORGANIZATION'S FINANCIAL STATEMENTS. PART III, LINE 8: ANY MEDICARE ALLOWABLE COSTS OF PATIENT CARE SHORTFALLS ARE NOT COUNTED AS COMMUNITY BENEFIT, AS THESE COSTS ARE REIMBURSED THROUGH THE MEDICARE COST REPORT FOR THE YEAR. PART III, LINE 9B: PATIENTS MUST COMPLETE A FINANCIAL ASSISTANCE APPLICATION TO BE CONSIDERED FOR CHARITY CARE. THOSE PATIENTS KNOWN TO QUALIFY FOR FINANCIAL ASSISTANCE OR THAT HAVE CONTACTED THE BUSINESS OFFICE AND ARE IN THE PROCESS OF COMPLETING AN APPLICATION OR SETTING UP A PAYMENT SCHEDULE WILL NOT RECEIVE ADDITIONAL COLLECTION NOTICES. PATIENT ACCOUNTS ARE NOT SENT TO COLLECTIONS UNTIL 120 DAYS FROM THE DATE OF THE FIRST INVOICE FOR THE SERVICE. IF A PATIENT APPLIES FOR FINANCIAL ASSISTANCE WITHIN THE NEXT 120 DAYS ALL COLLECTION ACTIONS WILL CEASE. PART VI, LINE 2: LHC CONTINUED TO PARTICIPATE IN THE PONDERA COUNTY HEALTH BOARD, DUI TASKFORCE AND PONDERA COUNTY HEALTH DEPARTMENT COALITION. WE CONTINUED TO PROVIDE ANNUAL LAB WORK AT A DISCOUNTED RATE DURING PATIENT'S BIRTHDAYMONTH OUTSIDE OF THE HEALTH FAIR TO PROMOTE WELLNESS. THE FACILITY CONTINUED TO USE SURVEY PLATFORMS TO PROVIDE FEEDBACK ON SERVICES PROVIDED AND OPPORTUNITIES TO IMPROVE HEALTHCARE DELIVERY TO THE COMMUNITY IN OUR RHC, REHAB, HOME HEALTH, DURABLE MEDICAL EQUIPMENT, EMERGENCY DEPARTMENT AND INPATIENT. WITH THE ADDITION OF A SCHOOL NURSE TO THE CONRAD SCHOOL DISTRICT WE WERE ABLE TO ASSESS COMMUNITY NEEDS FOR SCHOOL AGED CHILDREN. PART VI, LINE 3: INFORMATION ABOUT FINANCIAL ASSISTANCE IS AVAILABLE IN ADMISSION AREAS, PATIENTS ARE INFORMED OF FINANCIAL ASSISTANCE AS PART OF THE INTAKE PROCESS, FINANCIAL ASSISTANCE CONTACT INFORMATION IS PRINTED ON PATIENT BILLS, AND PATIENTS ARE INFORMED OF FINANCIAL ASSISTANCE AS PART OF THE FOLLOW-UP PROCESS IF PATIENT IS UNABLE TO MAKE A PAYMENT. PART VI, LINE 4: LOGAN HEALTH - CONRAD SERVES THE POPULATION OF PONDERA COUNTY, MONTANA. PER THE US CENSUS BUREAU, THE POPULATION OF PONDERA COUNTY IN 2021 WAS 5,994 AND IS CONSIDERED RURAL. THE MEDIAN HOUSEHOLD INCOME FOR 2016-2020 WAS $54,235 IN WHICH 18.5% OF THE POPULATION WAS BELOW THE POVERTY LEVEL. THE RACIAL MAKEUP CONSISTS OF 82% WHITE, 14% AMERICAN INDIAN OR ALASKA NATIVE WITH THE REMAINDER BEING OTHER RACES.THE LARGEST INCOME PRODUCING SEGMENT OF PONDERA COUNTY IS AGRICULTURE. HEALTHCARE, INCLUDING LOGAN HEALTH - CONRAD IS THE MAJOR EMPLOYER IN THE COUNTY, WITH SMALL BUSINESS WHOLESALE & RETAIL TRADE, CONSTRUCTION AND ACCOMMODATION/FOOD SERVICES BEING THE OTHER MAJORITY OF EMPLOYERS.THE NEAREST HOSPITAL IS LOGAN HEALTH - SHELBY, A 20-BED ACUTE CARE HOSPITAL LOCATED IN SHELBY, MT APPROXIMATELY 27 MILES NORTH OF CONRAD, MT. X 0 1 0 0 0 0 0 0 0 CRAIG LAMBRECHT MD SYSTEM CEO 0 963668 0 286387 0 0 0 20678 0 17186 0 1287919 0 0 CRAIG BOYER SYSTEM CFO PART YEAR 0 571088 0 101134 0 0 0 16474 0 8368 0 697064 0 0 JAY TAYLOR MD PHYSICIAN 400056 0 13310 0 113774 0 11268 0 16491 0 554899 0 0 0 COLE TURNER SYSTEM CFO 0 133733 0 320000 0 0 0 1442 0 4297 0 459472 0 0 LAURA ERICKSON PRESIDENT 182811 0 0 0 68977 0 3483 0 15278 0 270549 0 0 0 RONALD RAY NURSE PRACTITIONER 200833 0 0 0 7200 0 10858 0 16421 0 235312 0 0 0 NORMAN WALKER PHYSICIAN ASSISTANT 157710 0 0 0 20063 0 10677 0 9111 0 197561 0 0 0 DAVID ARENDS PHYSICIAN ASSISTANT 132991 0 0 0 0 0 8494 0 11703 0 153188 0 0 0 PART I, LINE 4B CRAIG LAMBRECHT AND LAURA ERICKSON PARTICIPATED IN A SECTION 457(F) DEFERRED COMPENSATION PLAN BUT RECEIVED NO PAYMENT FROM THE PLAN. A COMMITTEE APPOINTED BY THE BOARD OF TRUSTEES SELECTS THE PLAN'S PARTICIPANTS FROM A SELECT GROUP OF MANAGEMENT AND HIGHLY COMPENSATED EMPLOYEES. THE EMPLOYER WILL CONTRIBUTE TO THE PLAN BASED ON THE TERMS OF THE PARTICIPANT'S INCENTIVE COMPENSATION PLAN. THE FUNDS IN THE PARTICIPANT'S NON-RETIREMENT ACCOUNT ARE DISTRIBUTABLE IN THE THIRD YEAR AFTER THE PARTICIPANT PERFORMS THE SERVICES ATTRIBUTABLE TO THE DEFERRED COMPENSATION. THE PARTICIPANT CAN DEFER DISTRIBUTION. THE FUNDS IN THE PARTICIPANT'S RETIREMENT ACCOUNT ARE DISTRIBUTABLE WHEN THE PARTICIPANT SEPARATES FROM SERVICE. A PARTICIPANT'S NON-RETIREMENT ACCOUNT VESTS AT THE EARLIER OF THE PARTICIPANT'S DEATH, DISABILITY, OR ELECTED DISTRIBUTION DATE. A PARTICIPANT'S RETIREMENT ACCOUNT VESTS UPON THE COMPLETION OF FIVE YEARS OF SERVICE AS A SENIOR EXECUTIVE OR, IF EARLIER, THE PARTICIPANT'S DEATH OR DISABILITY. ANY AMOUNT CREDITED TO THE PARTICIPANT'S ACCOUNT IS TAXABLE ON THE VESTING DATE, REGARDLESS OF WHETHER THE AMOUNT DISTRIBUTABLE AT THAT TIME. FORM 990, PART VI, SECTION A, LINE 6 THE ORGANIZATION HAS ONE MEMBER, LOGAN HEALTH. FORM 990, PART VI, SECTION A, LINE 7A TO BE EFFECTIVE, SIGNIFICANT DECISIONS OF THE GOVERNING BOARD MUST BE APPROVED BY ITS MEMBER, LOGAN HEALTH. SIGNIFICANT DECISIONS INCLUDE CHANGES TO THE BOARD OF DIRECTORS, CONFIRMATION OF THE ANNUAL BUDGETS, ENTERING INTO LARGE CONTRACTS, AND REORGANIZATION OF THE ORGANIZATION WITH TWO UNACCEPTABLE SLATES OF NOMINEES. FORM 990, PART VI, SECTION A, LINE 7B TO BE EFFECTIVE, SIGNIFICANT DECISIONS OF THE GOVERNING BOARD MUST BE APPROVED BY ITS MEMBER, LOGAN HEALTH. SIGNIFICANT DECISIONS INCLUDE CHANGES TO THE BOARD OF DIRECTORS, CONFIRMATION OF THE ANNUAL BUDGETS, ENTERING INTO LARGE CONTRACTS, AND REORGANIZATION OF THE ORGANIZATION WITH TWO UNACCEPTABLE SLATES OF NOMINEES. FORM 990, PART VI, SECTION B, LINE 11B PRIOR TO FILING FORM 990, THE ORGANIZATION'S CHIEF FINANCIAL OFFICER OR FINANCE TEAM DELEGATE MADE A COPY OF THE RETURN AVAILABLE FOR REVIEW BY EMAIL, PORTAL, OR IN PERSON. FORM 990, PART VI, SECTION B, LINE 12C OFFICERS AND TRUSTEES ANNUALLY DISCLOSE POTENTIAL CONFLICTS, WHICH ARE DISCUSSED AT A BOARD OF TRUSTEES MEETING. SEGREGATION OF DUTIES IS STRICTLY ENFORCED FOR ANY POTENTIAL FAMILY OR BUSINESS CONFLICTS OF INTEREST. IF THERE IS A POTENTIAL CONFLICT AT A BOARD MEETING, THE BOARD MEMBER IS NOT ALLOWED TO VOTE ON THE CONFLICTING ISSUE. FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION WAS SET BY LUTZ FINANCIAL, AN UNRELATED MANAGEMENT COMPANY. THE BOARD REVIEWED AND SIGNED THE COMPENSATION CONTRACTS AND REVIEWED AND APPROVED MONTHLY BILLING STATEMENTS ASSOCIATED WITH THE CONTRACTS. FORM 990, PART VI, SECTION C, LINE 19 ONLY FORM 990 IS AVAILABLE. FORM 990, PART IX, LINE 11G OTHER PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 30,062. MANAGEMENT AND GENERAL EXPENSES 88,305. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 118,367. PURCHASED SERVICES: PROGRAM SERVICE EXPENSES 4,420,329. MANAGEMENT AND GENERAL EXPENSES 220,681. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 4,641,010. FORM 990, PART XI, LINE 9: TRANSFER FROM AFFILIATES 2,956,470. LOGAN HEALTH 310 SUNNYVIEW LANE KALISPELL MT 59901 810406485 SUPPORT SUBSIDIARY TAX-EXEMPT ORGANIZATIONS MT 501(C)(3) LINE 12B, II N/A 0 KALISPELL REGIONAL MEDICAL CENTER 310 SUNNYVIEW LANE KALISPELL MT 59901 237293874 ACUTE CARE HOSPITAL MT 501(C)(3) LINE 3 LOGAN HEALTH 1 KALISPELL REGIONAL HEALTHCARE FOUNDATION 310 SUNNYVIEW LANE KALISPELL MT 59901 311703013 SUPPORTING ORGANIZATION MT 501(C)(3) LINE 12A, I KALISPELL REGIONAL MEDICAL CENTER 1 ASSIST-FLATHEAD VALLEY 310 SUNNYVIEW LANE KALISPELL MT 59901 462669324 WELLNESS RESOURCE PROVIDER MT 501(C)(3) LINE 10 KALISPELL REGIONAL MEDICAL CENTER 1 KALISPELL REGIONAL MEDICAL CENTER VOLUNTEERS 310 SUNNYVIEW LANE KALISPELL MT 59901 273866474 SUPPORTING ORGANIZATION MT 501(C)(3) LINE 10 KALISPELL REGIONAL MEDICAL CENTER 1 LIBERTY COUNTY HOSPITAL AND NURSING HOME INC 315 W MADISON AVE CHESTER MT 59522 810515463 PROVIDE ACUTE HOSPITAL CARE MT 501(C)(3) LINE 3 LOGAN HEALTH 1 LOGAN HEALTH - CUT BANK 226 9TH AVE SE CUT BANK MT 59427 810530457 PROVIDE ACUTE HOSPITAL CARE MT 501(C)(3) LINE 3 LOGAN HEALTH 1 LOGAN HEALTH - SHELBY 640 PARK AVE SHELBY MT 59474 862327525 PROVIDE ACUTE HOSPITAL CARE MT 501(C)(3) LINE 3 LOGAN HEALTH 1 LOGAN HEALTH - WHITEFISH 1600 HOSPITAL WAY WHITEFISH MT 59937 810247969 PROVIDE ACUTE HOSPITAL CARE MT 501(C)(3) LINE 3 LOGAN HEALTH 1 LOGAN HEALTH EMERGENCY MEDICAL SERVICES 310 SUNNYVIEW LANE KALISPELL MT 59901 880538346 EMERGENCY SERVICES MT 501(C)(3) LINE 7 LOGAN HEALTH 1 MONTANA PEDIATRICS 259 W FRONT ST STE B MISSOULA MT 59802 854133807 AMBULATORY CARE MT 501(C)(3) LINE 7 LOGAN HEALTH 1 NORTHWEST HORIZONS INC 310 SUNNYVIEW LANE KALISPELL MT 59901 810420653 LONG-TERM AMBULATORY CARE MT 501(C)(3) LINE 10 LOGAN HEALTH 1 SUMMIT MEDICAL FITNESS CENTER 310 SUNNYVIEW LANE KALISPELL MT 59901 203752312 COMMUNITY HEALTH & WELLNESS CENTER MT 501(C)(3) LINE 10 LOGAN HEALTH 1 NORTH VALLEY HOSPITAL FOUNDATION 1600 HOSPITAL WAY WHITEFISH MT 59937 810526541 SUPPORTING ORGANIZATION MT 501(C)(3) LINE 12C, III-FI LOGAN HEALTH - WHITEFISH 1 LOGAN HEALTH ASSISTED LIVING - SHELBY 111 2ND ST S SHELBY MT 59474 862394240 RETIREMENT & ASSISTED LIVING MT 501(C)(3) LINE 10 NORTHWEST HORIZONS INC 1 LOGAN HEALTH CARE CENTER - SHELBY 630 PARK DRIVE SHELBY MT 59474 862346458 LONG-TERM CARE & SKILLED NURSING MT 501(C)(3) LINE 10 NORTHWEST HORIZONS INC 1 FLATHEAD HOSPITAL DEVELOPMENT COMPANY LLC 310 SUNNYVIEW LANE KALISPELL MT 59901 810541707 COMMERICAL BUILDING RENTAL MT N/A N/A 0 0 APPLIED HEALTH SERVICES INC 310 SUNNYVIEW LANE KALISPELL MT 59901 810413632 HEALTH RELATED MT N/A C 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 KALISPELL REGIONAL MEDICAL CENTER C 1422994 ACTUAL PAYMENT LOGAN HEALTH C 1367207 ACTUAL PAYMENT LOGAN HEALTH EMERGENCY MEDICAL SERVICES C 166269 ACTUAL PAYMENT LOGAN HEALTH P 1360573 ACTUAL PAYMENT