2024-11-15T16:04:48-06:00 2023-12-31 810497523 JORDAHL & SLITER PLLC PO BOX 8600 KALISPELL MT 599041600 990 2023-04-01 810526541 NORTH VALLEY HOSPITAL FOUNDATION NORT 4067515759 310 SUNNYVIEW LANE KALISPELL MT 59901 BRIGID BURKE VICE PRESIDENT, CFO 4067515759 2024-11-12 1 1 JUSTIN P SLITER P00188996 4067521040 2024-11-09 2023 2024-10-15 13:58:12Z LOGAN HEALTH-WHITEFISH FOUNDATION BRIGID BURKE 310 SUNNYVIEW LANE KALISPELL MT 59901 468905 0 X LOGAN.ORG X 1999 MT TO INSPIRE A CULTURE OF GIVING TO ASSURE THE TRADITION OF EXCELLENT HEALTH CARE FOR THE COMMUNITY AND ITS HEIRS 15 12 0 27 0 0 469442 412403 0 0 13443 7682 30745 30486 513630 450571 821978 214890 0 0 0 0 0 0 0 8804 4645 830782 219535 -317152 231036 1243830 1447239 66976 1736 1176854 1445503 TO INSPIRE A CULTURE OF GIVING WHICH ASSURES THE TRADITION OF EXCELLENT HEALTH CARE FOR THE COMMUNITY AND ITS HEIRS 0 0 219535 214890 LOGAN HEALTH WHITEFISH FOUNDATION IS DEDICATED TO SUPPORTING LOGAN HEALTH - WHITEFISH, A 501(C)(3) CRITICAL ACCESS HOSPITAL SERVING THE COMMUNITY OF WHITEFISH, MONTANA. COMMITIED TO ENHANCING HEALTH CARE SERVICES AND PROMOTING WELL-BEING, THE FOUNDATION COLLABORATES WITH THE HOSPITAL TO ENSURE ACCESS TO QUALITY MEDICAL CARE AND IMPROVE THE OVERALL HEALTH OF THE COMMUNITY. 219535 1 1 0 0 0 0 0 0 0 1 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 15 12 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X THE ORGANIZATION 4067515759 310 SUNNYVIEW LANE KALISPELL MT 59901 BRITTANY COBURN MEMBER 1.00 X 0 143929 25321 TERRI DUNN MEMBER 1.00 X 0 66287 4821 DEVEN ROBINSON VICE CHAIR 1.00 39.00 X X 0 39631 2386 KATIE LESAR CHAIR 2.00 X X 0 0 0 GREGORY ADAMS MEMBER 1.00 X 0 0 0 CASSIE BALDELLI MEMBER 1.00 X 0 0 0 PATTI CODIGA MEMBER 1.00 X 0 0 0 LINDA CORNUTT MEMBER 1.00 X 0 0 0 KATHLEEN CUMMINGS MEMBER 1.00 X 0 0 0 MICHELLE HADIDI MEMBER 1.00 X 0 0 0 JOHN HUGHES MEMBER 1.00 X 0 0 0 CODY KIRK MEMBER 1.00 X 0 0 0 JANET LEISHMAN MEMBER 1.00 X 0 0 0 JOHN MANUEL MEMBER 1.00 X 0 0 0 RON MILLER MEMBER 1.00 X 0 0 0 VICTORIA REICH MEMBER 1.00 X 0 0 0 CRAIG LAMBRECHT MD SYSTEM CEO 0.25 49.75 X 0 1510765 37517 COLE TURNER SYSTEM CFO 0.25 49.75 X 0 1206979 29256 KALEN YOUNG EXECUTIVE DIRECTOR 40.00 X 0 95691 12608 0 3063282 111909 0 0 1 0 0 412403 412403 7682 7682 43643 18334 25309 25309 BAD DEBTS RECOVERED 900003 5177 5177 5177 450571 0 0 38168 190921 190921 23969 23969 1188 1188 480 480 BANK FEES 2977 2977 219535 219535 0 0 187174 353948 113672 115292 409129 393582 41673 53409 491660 531008 522 0 1243830 1447239 66976 1736 66976 1736 X 509927 657945 666927 787558 1176854 1445503 1243830 1447239 231036 37613 0 X X 0 1 X 0 0 X X 1 LOGAN HEALTH - WHITEFISH 810247969 3 1 58547 0 1 58547 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 X 1 1 PART IV, SECTION D, LINE 3 - ROLE OF SUPPORTED ORGANIZATIONS THE HOSPITAL REGULARLY APPOINTS AT LEAST TWO BOARD MEMBERS OF THE HOSPITAL TO ALSO BE ON THE FOUNDATION BOARD. THE TWO BOARDS MAINTAIN A CLOSE AND CONTINUOUS WORKING RELATIONSHIP, REGULARLY ATTENDING THE OTHERS MEETINGS AND RESERVING A SPOT ON THE AGENDA TO DISCUSS THE OTHER OPERATIONS AND NEEDS. THIS CLOSE AND CONTINUOUS RELATIONSHIP ALLOWS THE HOSPITAL TO HAVE A SIGNIFICANT VOICE IN THE FOUNDATION'S INVESTMENT POLICIES, TIMING OF GRANTS, MANNER OF MAKING GRANTS, SELECTION OF GRANT RECIPIENTS, AND OTHER USE OF INCOME OR ASSETS. PART IV, SECTION E, LINE 2A - SUPPORTED ORGANIZATIONS SUBSTANTIALLY ALL THE FOUNDATION'S ACTIVITIES ARE IN DIRECT FURTHERANCE OF THE HOSPITAL'S ACTIVITIES. THE FOUNDATION HOLDS TITLE TO VARIOUS ASSETS WHICH ARE USED BY THE HOSPITAL AND ITS PATIENTS. PART IV, SECTION E, LINE 2B - ORGANIZATION'S POSITION THE FOUNDATION ACTIVITIES WOULD HAVE TO BE PERFORMED BY THE HOSPITAL ITSELF IF THE FOUNDATION DID NOT EXIST. SOME EXAMPLES INCLUDE PROVIDING FINANCIAL SUPPORT FOR EDUCATIONAL ENDEAVORS RELATED TO HEALTHCARE THAT WOULD BENEFIT THE PATIENTS OF THE HOSPITAL, AND PROVIDING FINANCIAL SUPPORT TO THE HOSPITAL TO PURCHASE UPDATED MEDICAL EQUIPMENT AND OTHER CAPITAL ASSETS NECESSARY TO PROVIDE THE BEST CARE TO ITS PATIENTS. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 2144631 391806 171958 245775 9599 2453021 2399737 469316 -99864 610112 14446 2144631 1142962 1473060 21959 231284 6960 2399737 1006349 386926 182191 426986 5518 1142962 1192218 442332 -56980 565565 5656 1006349 0.67894 0.32106 1 0 0 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. 0 LOGAN HEALTH - WHITEFISH 1600 HOSPITAL WAY WHITEFISH MT 59937 810247969 501(C)(3) 58547 0 FINANCIAL SUPPORT WHITEFISH COMMUNITY FOUNDATION PO BOX 1060 WHITEFISH MT 59937 810533002 501(C)(3) 58602 0 DEPOSIT TO THE ENDOWMENT FROM THE GREAT FISH COMMUNITY CHALLENGE FLATHEAD COUNTY SCHOOL DISTRICT #6 501 6TH AVENUE WEST COLUMBIA FALLS MT 59912 142(K) 19601 0 COMMUNITY SCHOOL SPACE MARTIN CITY RURAL FIRE DEPARTMENT 320 CENTRAL AVE MARTIN CITY MT 59926 115 9999 0 JAWS OF LIFE THE HAMILTON GROUP LTD 5035 US HWY 2 COLUMBIA FALLS MT 59912 1361 13976 0 TEDDY BEAR PROJECT NATE CHUTE FOUNDATION PO BOX 245 WHITEFISH MT 59937 450494907 501(C)(3) 30000 0 FINANCIAL SUPPORT 3 3 AHEC HEALTHY EQUITY GRANT 6 10000 CIRCLE OF FRIENDS - INDIVIDUALS WITH DISABILITIES 10 4600 COVID-19 EMERGENCY RESPONSE 1 1000 DIABETES PREVENTION PROGRAM 2 2546 MISCELLANEOUS 1 280 NURSING EDUCATION 1 1000 PETER THOMAS CABBAN MEMORIAL FUND 3 2100 SCHOLARSHIPS 2 2000 WALK WITH EASE PROGRAM 2 443 PART I, LINE 2 - PROCEDURES FOR MONITORING THE USE OF GRANT FUNDS THE FOUNDATION MONITORS ITS FINANCIAL ASSISTANCE OF THE HOSPITAL BY MAINTAINING CLOSE CONTACT BETWEEN THE GOVERNING BODIES. THE HOSPITAL SUBMITS A REQUEST FORM TO THE FOUNDATION FOR ANY FINANCIAL ASSISTANCE REQUESTED. THE FOUNDATION BOARD APPROVES ALL REQUESTS PRIOR TO DISBURSEMENT. 0 1 0 0 0 0 0 0 0 CRAIG LAMBRECHT MD SYSTEM CEO 0 1113473 0 397292 0 0 0 19800 0 17717 0 1548282 0 0 COLE TURNER SYSTEM CFO 0 741349 0 153130 0 312500 0 11539 0 17717 0 1236235 0 0 BRITTANY COBURN MEMBER 0 143929 0 0 0 0 0 8306 0 17015 0 169250 0 0 PART I, LINE 4B CRAIG LAMBRECHT AND COLE TURNER 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. 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 A CONFLICT OF INTEREST STATEMENT IS COMPLETED ANNUALLY BY THE BOARD OF DIRECTORS DISCLOSING ANY POSSIBLE CONFLICTS OF INTEREST. THE BOARD REVIEWS ALL MEMBERS' STATEMENTS AND IF POTENTIAL ISSUES ARISE, THE MEMBER IN QUESTION IS EXCUSED FROM THE ROOM WHILE THE REST OF THE BOARD DISCUSSES AND VOTES ON THE MATTER. FORM 990, PART VI, SECTION B, LINE 15 THE FOUNDATION DOES NOT HAVE ANY EMPLOYEES. THE EXECUTIVE DIRECTOR IS A HOSPITAL EMPLOYEE WHOSE COMPENSATION IS REVIEWED AND APPROVED EACH YEAR BY THE HOSPITAL'S CEO. SOURCES UTILIZED BY THE BOARD WHEN REVIEWING FAIR MARKET VALUE IN COMPENSATION INCLUDE MARKET SURVEYS AND SALARY RANGES. FORM 990, PART VI, SECTION C, LINE 19 THE FOUNDATION MAKES ITS GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY AVAILABLE TO THE PUBLIC UPON REQUEST. PART XI, LINE 2C NO CHANGES TO OVERSIGHT PROCESS OR SELECTION PROCESS DURING THE LAST FISCAL YEAR. 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 - 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 RURAL EMERGENCY CARE ALLIANCE 310 SUNNYVIEW LANE KALISPELL MT 59901 883504819 PROVIDE SUPPORT FOR EMERGENCY MEDICAL SERVICE PROVIDERS MT 501(C)(3) LINE 10 LOGAN HEALTH EMERGENCY MEDICAL SERVICES 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 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 0 0 0 0 0 0 0 0 0 1 1 1 1 0 0 0 0 LOGAN HEALTH - WHITEFISH B 58547 ACTUAL PAYMENT LOGAN HEALTH - WHITEFISH O 160624 EMPLOYEE COMPENSATION