2024-02-15T14:39:58-06:00 2023-03-31 810497523 JORDAHL & SLITER PLLC PO BOX 8600 KALISPELL MT 599041600 990 2022-04-01 810530457 LOGAN HEALTH - CUT BANK LOGA 4067515759 310 SUNNYVIEW LANE KALISPELL MT 59901 COLE TURNER SYSTEM CFO 4067515759 2024-02-14 1 COLE TURNER 000005128 1 JUSTIN P SLITER P00188996 4067521040 2024-02-14 0 AAL1 IAL1 2022 2023-04-26 12:10:37Z X X COLE TURNER 310 SUNNYVIEW LANE KALISPELL MT 59901 12776576 0 X LOGAN.ORG X 2001 MT LOGAN HEALTH - CUT BANK PROVIDES QUALITY HEALTHCARE THAT SERVES OUR COMMUNITIES IN A PRIVATE, SAFE, AND CARING ENVIRONMENT. 9 8 127 0 0 0 34036 64568 5484417 12322483 0 5792 171983 383733 5690436 12776576 0 0 0 0 3720323 6682104 0 0 0 2042501 5111925 5762824 11794029 -72388 982547 8230533 10392490 1518778 1312804 6711755 9079686 LOGAN HEALTH - CUT BANK PROVIDES QUALITY HEALTHCARE THAT SERVES OUR COMMUNITIES IN A PRIVATE, SAFE, AND CARING ENVIRONMENT. 0 0 8945321 12700616 LOGAN HEALTH CUT BANK IS A 20-BED 501(C)(3), NON-PROFIT COMMUNITY CRITICAL ACCESS HOSPITAL LOCATED IN CUT BANK, MONTANA. THE HOSPITAL SERVES GLACIER COUNTY AND SURROUNDING COMMUNITIES PROVIDING EMERGENCY CARE, ACUTE CARE, SKILLED SWING BED SERVICES, OUTPATIENT DIAGNOSTIC AND THERAPY SERVICES, PRIMARY CARE, ENDOSCOPY AND OTHER SERVICES. 8945321 1 1 0 1 0 0 0 0 0 0 1 0 0 1 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 1 1 0 0 1 6 0 127 1 0 0 0 0 0 0 0 0 0 0 X 9 8 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 HENRY CLAY MD TRUSTEE 50.00 X 357809 0 31484 RICK BILLMAN CHAIR 1.00 X X 0 0 0 LON PETERSON VICE CHAIR 0.75 X X 0 0 0 JOYCE LEWIS SECRETARY 0.50 X X 0 0 0 GAIL DAVIS TRUSTEE 0.75 X 0 0 0 RICHARD GANNON TRUSTEE 0.50 X 0 0 0 MARK HAEMIG DDS TRUSTEE 0.75 X 0 0 0 LINDA LUTHER TRUSTEE 0.50 X 0 0 0 BRIAN SUTTLE TRUSTEE 0.50 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 CHERIE TAYLOR PRESIDENT 50.00 X 235716 0 27348 TREASURE BERKRAM CFO 50.00 X 154609 0 17920 BOBBY LUCAS NURSE PRACTITIONER 50.00 X 203681 0 12001 RYNDEE HAMILTON PHARMACIST 50.00 X 181489 0 19520 ERIC SIEVERS NURSE PRACTITIONER 50.00 X 179341 0 20820 CHAD SIEVERS PHYSICIAN ASSISTANT 50.00 X 153446 0 24640 STANLEY BRAMMEIER NURSE PRACTITIONER 50.00 X 136608 0 24142 1602699 2376010 246320 15 0 1 0 0 11412 53156 64568 MEDICAL SERVICE REVENUE 621110 11225566 11225566 OTHER PATIENT REVENUE 621990 904120 904120 PHARMACY 456110 192797 192797 12322483 5792 5792 5600 0 5600 5600 5600 COUNTY TAX REVENUE 624100 300000 300000 NONPATIENT REVENUE 624100 78133 78133 378133 12776576 12700616 0 11392 X 843270 843270 4574837 4034766 540071 248697 214912 33785 642719 514162 128557 372581 279543 93038 82959 37609 45350 2089298 2017501 71797 13058 1007 12051 30134 30134 433853 421610 12243 30224 23031 7193 15992 15992 313013 313013 140284 15236 125048 ALLOCATED EXPENSES 772899 772899 MEDICAL SUPPLIES 701407 644624 56783 BAD DEBTS 245574 245574 OTHER EXPENSE 125375 118282 7093 117855 18325 99530 11794029 8945321 2848708 0 4063144 4131004 1070921 1092392 255089 269040 62723 48731 6034244 4013675 1087843 2020569 121163 49417 1569650 2781337 8230533 10392490 860190 1136224 658588 0 176580 1518778 1312804 X 6711755 9079686 6711755 9079686 8230533 10392490 X 982547 1385384 X 0 1 X 0 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 0 0 1 1980 1980 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. 103161 103161 627786 364148 263638 4493277 3649527 843750 810020 810020 2020569 BED TAX RECEIVABLE 660190 COUNTY TAXES RECEIVABLE 229000 THIRD PARTY RECEIVABLE 1886687 RECEIVABLE FROM AFFILIATES 5460 2781337 PAYABLE TO AFFILIATES 176580 176580 X 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 0 1 1 262481 262481 0.02270 4455114 5221245 0 0.00000 4717595 5221245 262481 0.02270 303518 17800 285718 0.02470 3840626 1596703 2243923 0.19430 4144144 1614503 2529641 0.21900 8861739 6835748 2792122 0.24170 1 245574 3573774 3557049 16725 X 1 1 1 1 LOGAN HEALTH - CUT BANK 802 2ND ST SE CUT BANK MT 59427 LOGAN.ORG/CUTBANK 13337 X X X LOGAN HEALTH - CUT BANK 1 0 0 1 X X X X X X X X X 22 1 0 0 1 X LOGAN.ORG/CUTBANK X 1 22 1 LOGAN.ORG/CUTBANK 0 1 X 200.000000000000 200.000000000000 X X 1 1 X X X 1 X LOGAN.ORG/CUTBANK X LOGAN.ORG/CUTBANK X LOGAN.ORG/CUTBANK X X X X X X 1 X 0 X X X X 1 X 0 0 LOGAN HEALTH - CUT BANK PART V, SECTION B, LINE 5: A STEERING COMMITTEE WAS CONVENED TO ASSIST LOGAN HEALTH - CUT BANK IN CONDUCTING A COMMUNITY HEALTH NEEDS ASSESSMENT. A DIVERSE GROUP OF COMMUNITY MEMBER REPRESENTING VARIOUS ORGANIZATIONS AND POPULATIONS WITHIN THE COMMUNITY (EX. PUBLIC HEALTH AND THE UNDERSERVED - LOW INCOME, UNDERINSURED, ELDERLY, YOUTH, AND TRIBAL/AMERICAN INDIAN) CAME TOGETHER IN DECEMBER 2021. THE GROUP INCLUDED MEMBERS OF THE GLACIER COUNTY HEALTH DEPARTMENT, GLACIER COMMUNITY HEALTH CENTER, MSU GLACIER COUNTY EXTENSION OFFICE, MSU EXTENSION NUTRITION EDUCATION PROGRAM, ILLUMINATE WELLNESS, OPPORTUNITIES INC, AND EMPLOYEES OF LOGAN HEALTH - CUT BANK (PRESIDENT, CFO, COMMUNITY HEALTH IMP SPECIALIST, CNO, PATIENT FINANCIAL SERVICES MANAGER, QUALITY/RISK MANAGER), ETC. LOGAN HEALTH - CUT BANK PART V, SECTION B, LINE 11: GOAL 1. IMPROVE ACCESS TO, AND AWARENESS OF, AVAILABLE RESOURCES AND SERVICES THROUGH ENHANCED COORDINATION AND COLLABORATION WITH COMMUNITY PARTNERS. STRATEGY 1. ENHANCE LOGAN HEALTH CUT BANK'S COORDINATION AND COLLABORATION EFFORTS AMONG AREA PARTNERS TO ENHANCE ACCESS TO HEALTHCARE AND COMMUNITY RESOURCES. GOAL 2. ENHANCE ACCESS TO MENTAL AND BEHAVIORAL HEALTH SERVICES IN GLACIER COUNTY. STRATEGY 1. EXPLORE OPPORTUNITIES TO IMPROVE LOCAL MENTAL AND BEHAVIORAL HEALTH RESOURCES AND SERVICES. GOAL 3. ENHANCE LOGAN HEALTH CUT BANK'S PROGRAMS AND SERVICES THAT PROMOTE HEALTH AND WELLNESS IN GLACIER COUNTY. STRATEGY 1. INCREASE KNOWLEDGE AND ACCESS TO PROGRAMS AND SERVICES THAT IMPROVE POPULATION HEALTH. STRATEGY 2. EXPLORE OPPORTUNITIES TO ENHANCE LOGAN HEALTH CUT BANK'S CARE COORDINATION AND POPULATION HEALTH EFFORTS.1. WE ARE NOT ADDRESSING HIGH RATES OF SEXUALLY TRANSMITTED DISEASES. LOGAN HEALTH CUT BANK (LHCB) WORKS CLOSELY WITH GLACIER COUNTY HEALTH DEPARTMENT, WHO HAS INFECTIONS DISEASE SURVEILLANCE AS A PRIMARY AREA OF FOCUS. LHCB PROVIDERS AND STAFF ARE DILIGENT ABOUT CONSISTENT COMMUNICATION AND PATIENT EDUCATION TO SUPPORT THE EFFORTS OF THE HEALTH DEPARTMENT. 2. WE ARE NOT ADDRESSING FOOD INSECURITY. LHCB SUPPORTS THE LOCAL FOOD PANTRY BY VOLUNTEERING TO COVER A WEEK A MONTH OF FOOD DISTRIBUTION. LHCB ALSO HOSTS SEVERAL DRIVES THROUGHOUT THE YEAR TO COLLECT FOOD AND OTHER ITEMS TO BE DONATED TO THE FOOD PANTRY. THE PROVIDERS IN LHCB'S RURAL HEALTH CLINIC HAVE INCLUDED FOOD SECURITY AS A TOPIC IN THE PATIENT ASSESSMENTS. 3. WE ARE NOT ADDRESSING PRESCRIPTION COMPLIANCE. LHCB HAS A 340B PROGRAM TO PASS ON SAVINGS TO PATIENTS WHO ARE SEEN BY LHCB. THE SPECIFIC INFORMATION ABOUT THE MEDICATIONS OFFERED ON THE 340B FORMULARY IS OFFERED IN THE CLINIC AS WELL AS AT THE PHARMACY FOR PATIENTS WHO ARE HAVING DIFFICULTY GETTING PRESCRIPTIONS. THE BENEFIT IS NOT AVAILABLE TO THOSE ON MEDICAID. ALL OTHER PATIENTS CAN RECEIVE THE BENEFIT. LOGAN HEALTH - CUT BANK 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 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, SUCH AS SHEPHERD'S HAND FREE CLINIC- VALIDATED PATIENT HOMELESSNESS PART I, LINE 7: COMMUNITY BENEFIT EXPENSE IS CALCULATED FROM THE COST-TO-CHARGE RATIO PART I, LN 7 COL(F): TOTAL BAD DEBT EXPENSE INCLUDED ON FORM 990, PART IX, LINE 24, BUT SUBTRACTED FOR PURPOSES OF CALCULATING THE PERCENTAGES IN COLUMN (F) IS $245,574. PART II, COMMUNITY BUILDING ACTIVITIES: THE ORGANIZATION PROMOTES THE COMMUNITY'S HEALTH BY PARTICIPATING IN ANNUAL HEALTH FAIRS THAT ENCOMPASS ALL AREAS OF WELLNESS INCLUDING DIABETES SCREENING, BONE DENSITY, AND BLOOD PRESSURE CHECKS. THROUGHOUT THE YEAR, THE ORGANIZTION DOES FREE BLOOD PRESSURE CHECKS AND PARTICIPATES IN A FREE PHYSICAL THERAPY EQUIPMENT LOAN PROGRAM TO ASSIST WITH REHABILITATION AT HOME. PART III, LINE 2: TO DETERMINE THE AMOUNTS USE 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 DOUBT ACCOUNTS BY USING HISTORICAL EXPERIENCE APPLIED TO AN AGING OF ACCOUNTS. PATIENT RECEIVABLES ARE WRITTEN OFF WHEN DEEMED UNCOLLECTIBLE. PART III, LINE 4: IN EVALUATING THE COLLECTIBILITY OF PATIENT ACCOUNTS RECEIVABLE, THE HOSPITAL ANALYZES PAST RESULTS AND IDENTIFIES TRENDS FOR EACH OF ITS MAJOR PAYOR SOURCES OF REVENUE TO ESTIMATE THE APPROPRIATE ALLOWANCE FOR DOUBTFUL ACCOUNTS AND PROVISION FOR BAD DEBTS. MANAGEMENT REGULARLY REVIEWS DATA ABOUT THESE MAJOR PAYOR SOURCES OF REVENUE IN EVALUATING THE SUFFICIENCY OF THE ALLOWANCE FOR DOUBTFUL ACCOUNTS. SPECIFICALLY, FOR RECEIVABLES ASSOCIATED WITH SERVICES PROVIDED TO PATIENTS WHO HAVE THIRD-PARTY COVERAGE, THE HOSPITAL ANALYZES CONTRACTUALLY DUE AMOUNTS AND PROVIDES AN ALLOWANCE FOR DOUBT ACCOUNTS ON ACCOUNTS FOR WHICH THE THIRD-PARTY PAYOR HAD NOT YET PAID OR FOR PAYORS WHO ARE KNOWN TO BE HAVING FINANCIAL DIFFICULTIES THAT MAKE THE REALIZATION OF AMOUNTS DUE UNLIKELY.THE FOOTNOTE REGARDING BAD DEBT EXPENSE IS INCLUDED ON PAGES 11 THROUGH 17 OF THE ORGANIZATIONS'S FINANCIAL STATEMENTS. PART III, LINE 8: MEDICARE ALLOWABLE COST IS BASED ON THE MEDICARE COST REPORT. THE MEDICARE COST REPORT IS COMPLETED BASED ON THE RULES AND REGULATIONS SET FORTH BY CMS. PART III, LINE 9B: THE FINANCIAL ASSISTANCE POLICY AND MEDICARE BAD DEBT POLICY ARE APPLIED UNIFORMLY ACROSS ALL PATIENT, REGARDLESS OF PAYOR STATUS. PART VI, LINE 2: A STEERING COMMITTEE WAS CONVENED TO ASSIST NORTHERN ROCKIES MEDICAL CENTER INC D/B/A LOGAN HEALTH - CUT BANK IN CONDUCTING A COMMUNITY HEALTH NEEDS ASSESSMENT. A DIVERSE GROUP OF COMMUNITY MEMBERS REPRESENTING VARIOUS ORGANIZATIONS AND POPULATIONS WITHIN THE COMMUNITY. (EX. PUBLIC HEALTH, AND THE UNDERSERVED - LOW INCOME, UNDERINSURED, ELDERLY, YOUTH, AND TRIBAL/AMERICAN INDIAN) CAME TOGETHER IN DECEMBER 2021. THE GROUP INCLUDED A MEMBERS OF THE GLACIER COUNTY HEALTH DEPARTMENT, GLACIER COMMUNITY HEALTH CENTER, GLACIER CARE CENTER, PASTORAL COUNCIL, CUT BANK TRAILS, OPPORTUNITIES INC, AND EMPLOYEES OF NORTHERN ROCKIES MEDICAL CENTER INC D/B/A LOGAN HEALTH - CUT BANK (CEO, CFO, COMMUNITY HEALTH IMP SPECIALIST, DIRECTOR OF ACUTE CARE SERVICES), ETC. PART VI, LINE 3: THE ORGANIZATION'S SELF-PAY PATIENT REPRESENTATIVE WORKS WITH THE PATIENT TO DETERMINE ELIGIBILITY FOR FEDERAL, STATE, OR LOCAL PROGRAMS FOR WHICH THEY MAY QUALIFY. THEY WORK WITH THE PATIENT ONE-ON-ONE TO QUALIFY THE PATIENT FOR ANY ELIGIBLE CHARITY-CARE PROGRAM. PART VI, LINE 4: NORTHERN ROCKIES MEDICAL CENTERINC D/B/A LOGAN HEALTH - CUT BANK SERVES CUT BANK AND THE SURROUNDING GLACIER COUNTY, WHICH ALSO INCLUDES THE BLACKFEET INDIAN RESERVATION. GLACIER COUNTY IS A LOW-INCOME COUNTY. THE PRIMARY INDUSTRY IN GLACIER COUNTY IS AGRICULTURE. PART VI, LINE 5: THE ORGANIZATION PROMOTES THE COMMUNITY'S HEALTH BY PARTICIPATING IN ANNUAL HEALTH FAIRS THAT ENCOMPASS ALL AREAS OF WELLNESS INCLUDING DIABETES SCREENING TO BLOOD PRESSURE CHECKS TO PAID SCREENINGS OPTIONS. THE ORGANIZATION DOES FREE BLOOD PRESSURE CHECKS AND PARTICIPATES IN A FREE PHYSICAL THERAPY EQUIPMENT PROGRAM TO ASSIST WITH REHABILITATION AT HOME. THE ORGANIZATION IS ALSO PARTICIPATING IN A WORKSITE WELLNESS PROGRAM WITH THE CUT BANK SCHOOL SYSTEM. THIS PROGRAM PROVIDED LAB DRAWS AND WELLNESS PROFILES. RESULTS WERE TRACKED TO MONITOR RESULTS. THE ORGANIZATION ALSO PARTICIPATED IN SENIOR EDUCATION CLASSES AND FREE SPORTS PHYSICALS. THE FACILITY IS ACTIVE IN VARIOUS COALITIONS (CRISIS, TRIBAL, HOUSING, AND HEALTH EQUITY) TO HELP ADDRESS SOME COMMUNITY SOCIAL DETERMINANTS. THE FACILITY ACTIVELY PARTICIPATES WITH THE COMMUNITY BLOOD DRIVE BY PROVIDING A HOST SITE AND PROVIDING TIME FOR STAFF TO DONATE BLOOD. PART VI, LINE 7, REPORTS FILED WITH STATES MT X X X X 0 1 0 0 0 0 0 1 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 COLE TURNER SYSTEM CFO 0 133733 0 320000 0 0 0 1442 0 4297 0 459472 0 0 HENRY CLAY MD TRUSTEE 347464 0 0 0 10345 0 15000 0 16484 0 389293 0 0 0 CHERIE TAYLOR PRESIDENT 192055 0 33482 0 10179 0 11738 0 15610 0 263064 0 0 0 BOBBY LUCAS NURSE PRACTITIONER 162521 0 0 0 41160 0 11923 0 78 0 215682 0 0 0 RYNDEE HAMILTON PHARMACIST 165049 0 16440 0 0 0 8406 0 11114 0 201009 0 0 0 ERIC SIEVERS NURSE PRACTITIONER 129013 0 10000 0 40328 0 7842 0 12978 0 200161 0 0 0 CHAD SIEVERS PHYSICIAN ASSISTANT 131294 0 0 0 22152 0 8204 0 16436 0 178086 0 0 0 TREASURE BERKRAM CFO 138429 0 16180 0 0 0 7804 0 10116 0 172529 0 0 0 STANLEY BRAMMEIER NURSE PRACTITIONER 135142 0 0 0 1466 0 7651 0 16491 0 160750 0 0 0 PART I, LINE 3 THE CUT BANK LOCAL BOARD HAS A NEGOTIATIONS COMMITTEE THAT WAS ACTIVE IN UNION NEGOTIATIONS AND APPROVED THE CBAS FOR BOTH MNA AND TEAMSTERS. THE PROVIDERS WERE ALL HANDLED THROUGH COMPENSATION USING FMV AND THE BOARD WAS RESPONSIBLE FOR APPROVING DR. CLAY'S CONTRACT. PART I, LINE 4B CRAIG LAMBRECHT 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. PART I, LINE 7 BONUS PLANS ADMIN AND MGMT-BASED ON A NUMBER OF FACTORS INCLUDING BUT NOT LIMITED TO QUALITY AND FINANCIAL INDICATORS INCLUDING DEPARTMENT SPECIFIC GOALS AND INITIATIVES, PATIENT SATISFACTION, PRODUCTIVITY, EMPLOYEE SATISFACTION, AND EMPLOYEE EVALUATION TIMELINESS, SUCCESSFUL IMPLEMENTATION OF COMPANY FISCAL YEAR ACTION PLANS, AND THE OVERALL FINANCIAL HEALTH AND STABILITY OF THE ORGANIZATION. 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. 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. 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 THE CONFLICT OF INTEREST POLICY COVERS ALL TRUSTEES, DIRECTORS, OFFICERS, AND KEY EMPLOYEES. THE COMPLIANCE OFFICE REVIEWS THEM, IDENTIFIES POTENTIAL CONFLICTS, AND FORWARDS TO THE ADMINISTRATIVE TEAM IF A POTENTIAL CONFLICT EXISTS, AS OUTLINED IN THE ORGANIZATIONAL POLICY. FORM 990, PART VI, SECTION B, LINE 15 LOGAN HEALTH HAS A CONSISTENT COMPENSATION PHILOSOPHY FOR ALL ITS EMPLOYEES, INCLUDING THE SENIOR EXECUTIVES. SALARY AND BENEFITS FOR THE PRESIDENT/CHIEF EXECUTIVE OFFICER ARE DETERMINED BY LOGAN HEALTH'S BOARD OF DIRECTORS. THE BOARD REVIEWS BASE AND TOTAL COMPENSATION DATA FROM AN ARRAY OF COMPENSATION SURVEYS OF HOSPITALS SIMILAR IN SIZE AND COMPLEXITY TO LOGAN HEALTH. THE BOARD CONSIDERS THESE REPORTS AND DETERMINES THE STATUS OF BASE SALARY, BENEFITS, AND TOTAL COMPENSATION FOR THE PRESIDENT/CEO. THE BOARD EMBRACES THE PHILOSOPHY OF MAINTAINING A COMPENSATION LEVEL FAVORING RETENTION OF KEY LEADERSHIP IN ORDER TO MAINTAIN STABILITY IN KEY INITIATIVES. ADDITIONALLY, THE PRESIDENT/CEO UTILIZES THE MARKET INFORMATION PROVIDED TO DETERMINE RECOMMENDATIONS FOR OTHER SENIOR EXECUTIVES AND ENGAGES IN A RIGOROUS ANALYSIS THROUGH USE OF INDEPENDENT SURVEY RESULTS. THE BOARD ALSO REVIEWS PERFORMANCE TARGETS, WHICH ALLOW EXECUTIVES TO EARN ADDITIONAL COMPENSATION. THESE MEASURES INCLUDE ORGANIZATIONAL AND INDIVIDUAL GOALS, EFFORTS TO FURTHER THE MISSION AND VISION OF LOGAN HEALTH, QUALITY INDICATORS, CUSTOMER/PATIENT SATISFACTION, AND FINANCIAL PERFORMANCE OBJECTIVES. THE BOARD REVIEWS BENEFIT LEVELS AND TOTAL COMPENSATION TO ENSURE APPROPRIATENESS IN THE NOT-FOR-PROFIT HEALTH CARE SECTOR. FORM 990, PART VI, SECTION C, LINE 19 ONLY FORM 990 IS AVAILABLE. FORM 990, PART IX, LINE 11G PURCHASED SERVICES: PROGRAM SERVICE EXPENSES 912,146. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 912,146. CONTRACT LABOR: PROGRAM SERVICE EXPENSES 1,105,355. MANAGEMENT AND GENERAL EXPENSES 71,797. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,177,152. FORM 990, PART XI, LINE 9: EQUITY TRANSFER FROM AFFILIATES 1,385,384. 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 - CONRAD 805 SUNSET BLVD CONRAD MT 59425 810232406 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 COMMERCIAL 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 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 LOGAN HEALTH EMERGENCY MEDICAL SERVICES B 424096 ACTUAL PAYMENT KALISPELL REGIONAL MEDICAL CENTER C 937807 ACTUAL PAYMENT LOGAN HEALTH C 871673 ACTUAL PAYMENT LOGAN HEALTH P 772899 ACTUAL PAYMENT