2024-02-15T14:39:05-06:00 2023-03-31 810497523 JORDAHL & SLITER PLLC PO BOX 8600 KALISPELL MT 599041600 990 2022-04-01 311703013 KALISPELL REGIONAL HEALTHCARE FOUNDATION KALI 4067515759 310 SUNNYVIEW LN KALISPELL MT 59901 COLE TURNER SYSTEM CFO 4067521724 2024-02-14 1 COLE TURNER 999009999 1 JUSTIN P SLITER P00188996 4067521040 2024-02-14 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z LOGAN HEALTH FOUNDATION COLE TURNER 310 SUNNYVIEW LANE KALISPELL MT 59901 7469188 0 X LOGAN.ORG/FOUNDATION X 1999 MT THE LOGAN HEALTH FOUNDATION DEDICATED TO SUPPORTING LOGAN HEALTH, A 501(C)3 HEALTH SYSTEM, IN ITS MISSION TO FOSTER HEALTHIER LIVES, STRONGER COMMUNITIES, AND BRIGHTER FUTURES. 21 18 0 20 0 0 5873298 7093866 0 0 353093 367372 13167 -180356 6239558 7280882 1710702 4175525 0 0 720332 610507 0 0 156344 159119 819863 2590153 5605895 3649405 1674987 20715347 26300484 166934 2794776 20548413 23505708 THE LOGAN HEALTH FOUNDATION DEDICATED TO SUPPORTING LOGAN HEALTH, A 501(C)3 HEALTH SYSTEM, IN ITS MISSION TO FOSTER HEALTHIER LIVES, STRONGER COMMUNITIES, AND BRIGHTER FUTURES. 0 0 4452291 4175525 SUPPORT THE ACTIVITIES OF THE TAX-EXEMPT SUBSIDIARIES OF LOGAN HEALTH. 4452291 1 1 0 0 0 0 0 0 1 1 0 0 0 0 1 1 0 1 0 0 0 0 0 0 1 0 0 1 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 21 0 0 0 0 0 0 0 1 1 0 0 0 0 X 21 18 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 LN KALISPELL MT 59901 CRAIG LAMBRECHT MD SYSTEM CEO 1.00 50.00 X X 0 1250055 37864 MELISSA KAPTANIAN MD CHAIR 1.00 X X 0 524484 31210 JOE MCCLAFFERTY FOUNDATION PRESIDENT 50.00 X X 0 240467 20848 LIBBY FIELDS CHAIR ELECT 1.00 X X 0 0 0 FRANK CHESNOS TRUSTEE 1.00 X 0 0 0 JIM COLES TRUSTEE 1.00 X 0 0 0 NICK COUSSOULIS TRUSTEE 1.00 X 0 0 0 GORDON CROSS TRUSTEE 1.00 X 0 0 0 SALLY HOLLAND TRUSTEE 1.00 X 0 0 0 GERRID GANDRUD TRUSTEE 1.00 X 0 0 0 TERESA KENNEDY TRUSTEE 1.00 X 0 0 0 JOE KOLA TRUSTEE 1.00 X 0 0 0 JEANNIE LUCKEY TRUSTEE 1.00 X 0 0 0 KATHY MERCORD TRUSTEE 1.00 X 0 0 0 JIM OLIVERSON TRUSTEE 1.00 X 0 0 0 MARCIA RIEKE TRUSTEE 1.00 X 0 0 0 ERIC SCHMIDT TRUSTEE 1.00 X 0 0 0 ROBERT SANDMAN TRUSTEE 1.00 X 0 0 0 GRANT SNELL TRUSTEE 1.00 X 0 0 0 KATE SWAGAR TRUSTEE 1.00 X 0 0 0 RON TJADEN TRUSTEE 1.00 X 0 0 0 RICHARD WICK TRUSTEE 1.00 X 0 0 0 STEVEN WRAY TRUSTEE 1.00 X 0 0 0 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 0 3140961 120503 0 0 1 0 0 566335 1430370 86400 5010761 510919 7093866 366920 366920 452 0 452 452 452 7950 566335 188306 -180356 -180356 7280882 0 0 187016 4175525 4175525 290618 120691 106456 63471 227097 94313 83186 49598 8496 3528 3112 1856 37409 15536 13703 8170 46887 19472 17175 10240 71155 71155 41380 2385 38995 48589 41919 6670 7887 7887 9092 9092 3435 3435 ALLOCATED EXPENSES 601145 601145 DUES AND SUBSCRIPTIONS 20841 20841 OTHER EXPENSES 16339 16339 5605895 4452291 997260 156344 15156255 18894534 4610380 5855401 594116 1215515 354596 335034 20715347 26300484 140473 10653 26461 26461 0 2757662 166934 2794776 X 3404838 2022178 17143575 21483530 20548413 23505708 20715347 26300484 X 1674987 -136306 1418614 X 0 1 X 0 0 X X 1 KALISPELL REGIONAL MEDICAL CENTER INC 237293874 3 1 2160543 1241256 1 2160543 1241256 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 PART I, LINE 12G, COLUMN VI THE AMOUNT OF OTHER SUPPORT REPRESENTS EQUIPMENT PURCHASED FOR AND DONATED TO THE SUPPORTED ORGANIZATION. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 X 17143575 6345597 -111155 1894487 21483530 14668013 2701786 195718 421942 17143575 12004379 1737299 926335 14668013 8774185 5772933 -530832 2011907 12004379 11701919 1112543 31858 -4072135 8774185 0.20230 0.79770 1 0 0 ACCOUNTS PAYABLE TO AFFILIATES 2757662 2757662 X 1561996 -136304 188306 52002 1509994 5770888 5770888 7280882 4379508 188306 188306 4191202 1414693 1414693 5605895 PART IV, LINE 2B: THE FOUNDATION IS THE TRUSTEE AND REMAINDER BENEFICIARY OF SEVERAL CHARITABLE REMAINDER UNITRUSTS AND DEFERRED GIFT ANNUITIES WHICH HAVE BEEN RECORDED ON THE BOOKS. PART V, LINE 4: KALISPELL REGIONAL HEALTHCARE FOUNDATION'S ENDOWMENT FUNDS WILL BE DISBURSED ACCORDING TO THE FUND'S DESIGNATED PURPOSE CONSIDERING ANY RESTRICTIONS AND/OR CONDITIONS ON THE FUND. WHERE THERE IS AN UNDESIGNATED ENDOWMENT FUND WITHOUT RESTRICTIONS AND/OR CONDITIONS, THE ORGANIZATION WILL REVIEW REQUESTS FOR FUNDING FROM THE TAX EXEMPT SUPPORTED ORGANIZATIONS ON A PERIODIC BASIS. 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. PART XI, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES NETTED AGAINST FUNDRAISING REVENUES 188,306. PART XI, LINE 4B - OTHER ADJUSTMENTS: INDIRECT PUBLIC SUPPORT (FOUNDATION EXPENSES PAID BY LOGAN HEALTH) 1,429,883. CHANGES IN RESTRICTED NET ASSETS 4,341,005. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES NETTED AGAINST FUNDRAISING REVENUES 188,306. PART XII, LINE 4B - OTHER ADJUSTMENTS: CONTRIBUTIONS REPORTED AS OTHER CHANGE IN NET ASSETS 1,413,644. RECLASSIFICATION 1,049. BANQUET 463322 457372 5950 12500 1225 46616 28750 2850 61797 GOLF TOURNAMENT 46155 44155 2000 4337 6590 3575 8250 1 64808 64808 6749 3102 1965 574285 566335 7950 12500 12311 56308 32325 2850 72012 188306 -180356 1 KALISPELL REGIONAL MEDICAL CENTER 310 SUNNYVIEW LANE KALISPELL MT 59901 237293874 501(C)(3) 2160543 1241256 COST MEDICAL EQUIPMENT SUPPORT THE ACTIVITIES OF KALISPELL REGIONAL MEDICAL CENTER SUMMIT MEDICAL FITNESS CENTER 310 SUNNYVIEW LANE KALISPELL MT 59901 203752312 501(C)(3) 0 373453 COST EXERCISE EQUIPMENT AND CONSTRUCTION COSTS SUPPORT THE ACTIVITIES OF THE SUMMIT MEDICAL FITNESS CENTER LOGAN HEALTH EMERGENCY MEDICAL SERVICES 310 SUNNYVIEW LANE KALISPELL MT 59901 880538346 501(C)(3) 0 300317 COST AMBULANCE SUPPORT THE ACTIVITIES OF LOGAN HEALTH EMERGENCY MEDICAL SERVICES ASSIST - FLATHEAD VALLEY 310 SUNNYVIEW LANE KALISPELL MT 59901 462669324 501(C)(3) 0 60712 COST 2022 CHRYSLER VOYAGER MINIVAN SUPPORT THE ACTIVITIES OF ASSIST - FLATHEAD VALLEY NORTHWEST HORIZONS INC 310 SUNNYVIEW LANE KALISPELL MT 59901 810420653 501(C)(3) 0 39244 COST STRYKER BARIATRIC BED SUPPORT THE ACTIVITIES OF NORTHWEST HORIZONS 5 PART I, LINE 2: THE SUPPORTED ORGANIZATION AND ITS AFFILIATES SUBMIT TO THE FOUNDATION FOR CONSIDERATION REQUESTS FOR GRANT FUNDS AND DOCUMENTATION SUPPORTING THE REQUEST. THE FOUNDATION'S PRESIDENT AND AN OFFICER OF THE HOSPITAL REVIEW REQUESTS FOR GRANT FUNDS AND THE SUPPORTING DOCUMENTATION TO DETERMINE APPROVAL OR REJECTION. 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 MELISSA KAPTANIAN MD CHAIR 0 486730 0 11250 0 26504 0 19800 0 11410 0 555694 0 0 COLE TURNER SYSTEM CFO 0 133733 0 320000 0 0 0 1442 0 4297 0 459472 0 0 JOE MCCLAFFERTY FOUNDATION PRESIDENT 0 215467 0 25000 0 0 0 12000 0 8848 0 261315 0 0 PART I, LINE 4B CRAIG LAMBRECHT PARTICIPATED IN A SECTION 457(F) DEFERRED COMPENSATION PLAN BUT RECEIVED NO PAYMENTS. 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. X 6 228847 STOCK EXCHANGE X 9 74077 COMPARABLE SALES 0 0 1 PART I, LINE 32B: THE FOUNDATION USES THE SERVICES OF A RETAIL STOCK BROKER TO SELL SECURITIES IT RECEIVES AS GIFTS. FORM 990, PART VI, SECTION A, LINE 6 KALISPELL REGIONAL HEALTHCARE FOUNDATION HAS ONE MEMBER, KALISPELL REGIONAL MEDICAL CENTER. FORM 990, PART VI, SECTION A, LINE 7A TO BE EFFECTIVE, SIGNIFICANT DECISIONS OF THE GOVERNING BOARD MUST BE APPROVED BY ITS MEMBER, KALISPELL REGIONAL MEDICAL CENTER. 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, KALISPELL REGIONAL MEDICAL CENTER. 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 POLICY IS ENFORCED BY ADMINISTRATION AND GOVERNING BODY OF LEADERSHIP. 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 THE 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 XI, LINE 9: NET ASSETS RELASED FROM RESTRICTIONS 1,418,614. 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 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 - 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 COMMERCIAL BUILDING RENTAL MT N/A 0 0 APPLIED HEALTH SERVICES INC 310 SUNNYVIEW LANE KALISPELL MT 59901 810413632 HEALTH RELATED MT N/A C 1 1 1 1 0 0 0 0 0 0 0 0 0 1 1 1 1 1 0 0 KALISPELL REGIONAL MEDICAL CENTER A 33856 ACTUAL PAYMENT KALISPELL REGIONAL MEDICAL CENTER B 3401799 ACTUAL PAYMENT, COST OF ASSETS SUMMIT MEDICAL FITNESS CENTER B 373453 ACTUAL PAYMENT, COST OF ASSETS LOGAN HEALTH EMERGENCY MEDICAL SERVICES B 300317 ACTUAL PAYMENT, COST OF ASSETS ASSIST-FLATHEAD VALLEY B 60712 ACTUAL PAYMENT, COST OF ASSETS NORTHWEST HORIZONS INC B 39244 ACTUAL PAYMENT, COST OF ASSETS LOGAN HEALTH P 1429884 ACTUAL PAYMENT