2025-11-14T08:59:35-06:00 2024-12-31 390859910 BAKER TILLY ADVISORY GROUP LP 20 STANWIX STREET PITTSBURGH PA 15222 990 2024-01-01 862327525 LOGAN HEALTH - SHELBY LOGA 4067515759 310 SUNNYVIEW LANE KALISPELL MT 59901 BRIGID BURKE VICE PRESIDENT, CFO 4067515759 2025-11-12 1 1 KELLY A BROCIOUS P01254262 4126976400 2025-11-12 2024 2025-03-06 01:10:19Z KEVIN ABEL 310 SUNNYVIEW LANE KALISPELL MT 59901 15817987 0 X LOGAN.ORG X 2021 MT LOGAN HEALTH SHELBY IS A 21-BED 501(C)(3), NON-PROFIT, COMMUNITY CRITICAL ACCESS HOSPITAL LOCATED IN SHELBY, MONTANA. THE HOSPITAL SERVES TOOLE COUNTY AND SURROUNDING COMMUNITIES PROVIDING EMERGENCY CARE, ACUTE CARE, SKILLED SWING BED SERVICES, OUTPATIENT DIAGNOSTIC AND THERAPY SERVICES, SURGICAL AND OTHER SERVICES 5 5 97 5 0 0 565397 40591 10253913 15750376 0 -20003 126201 27020 10945511 15797984 0 0 0 0 4457632 7317792 0 0 0 5419182 8556771 9876814 15874563 1068697 -76579 8509936 10132628 6140973 3951216 2368963 6181412 X LOGAN HEALTH SHELBY IS A 21-BED 501(C)(3), NON-PROFIT, COMMUNITY CRITICAL ACCESS HOSPITAL LOCATED IN SHELBY, MONTANA. THE HOSPITAL SERVES TOOLE COUNTY AND SURROUNDING COMMUNITIES PROVIDING EMERGENCY CARE, ACUTE CARE, SKILLED SWING BED SERVICES, OUTPATIENT DIAGNOSTIC AND THERAPY SERVICES, SURGICAL AND OTHER SERVICES 0 0 14927995 15776669 LOGAN HEALTH LOGAN HEALTH SHELBY IS A 21-BED 501(C)(3), NON-PROFIT, COMMUNITY CRITICAL ACCESS HOSPITAL LOCATED IN SHELBY, MONTANA. THE HOSPITAL SERVES TOOLE COUNTY AND SURROUNDING COMMUNITIES PROVIDING EMERGENCY CARE, ACUTE CARE, SKILLED SWING BED SERVICES, OUTPATIENT DIAGNOSTIC AND THERAPY SERVICES, SURGICAL AND OTHER SERVICES. 14927995 1 1 0 1 0 0 0 0 0 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 25 0 97 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 0 0 0 X BRIGID BURKE 4067512975 310 SUNNYVIEW LANE KALISPELL MT 59901 MARY ANN HARWOOD CHAIR 2.00 1.00 X X 0 0 0 JADE GOROSKI VICE CHAIR 2.00 1.00 X X 0 0 0 BILLIETTE COOLIDGE TRUSTEE 1.00 1.00 X 0 0 0 MARIGAIL ANDERSON TRUSTEE 1.00 1.00 X 0 0 0 SHANNON MCALLISTER TRUSTEE 1.00 1.00 X 0 0 0 CRAIG LAMBRECHT MD SYSTEM CEO (UNTIL 3/11/2024) 1.00 59.00 X 0 1715469 24583 COLE TURNER SYSTEM CFO (UNTIL 4/26/2024) 1.00 59.00 X 0 1947782 5974 VICKI NEWMILLER PRESIDENT 20.00 30.00 X 365330 0 26183 BRIGID BURKE CFO 1.00 59.00 X 0 433162 31921 KEVIN ABEL CEO 1.00 59.00 X 0 986351 38583 CLINTON SEGER MD SYSTEM CO-CEO 1.00 59.00 X 0 1163598 43294 WILLIAM GIBSON CLO/SECRETARY 1.00 59.00 X 0 801222 38623 JUSTIN OTT CIO 1.00 59.00 X 0 441312 47594 ELLEN LAYTON CAO 1.00 59.00 X 0 770823 51195 JARED WEISHAAR ADVANCED PRACTICE PROVIDER 50.00 X 279690 0 33816 GREG BASYE ADVANCED PRACTICE PROVIDER 50.00 X 250350 0 26366 VICKI LEAR ADVANCED PRACTICE PROVIDER 50.00 X 246904 0 20057 STEPHEN MILHEIM MD PHYSICIAN 50.00 X 231003 0 21012 CARRIE TAYLOR DIRECTOR CLINICAL SERVICES 50.00 X 154233 0 25015 1527510 8259719 434216 17 0 1 0 JAMES DOHERTY DBA AMERICAN ROOFING LLC 997 BLUE SLIDE ROAD THOMPSON FALLS MT 59873 CONSTRUCTION SERVICES 503165 1 40591 40591 MEDICAL SERVICES 621990 15189252 15189252 OTHER PATIENT REVENUE 621990 561124 561124 15750376 727 0 727 727 727 20003 -20003 -20003 -20003 OTHER REVENUE 561499 26293 26293 26293 15797984 15776669 0 -19276 5828776 5415153 413623 336988 297440 39548 855240 760213 95027 296788 267327 29461 8040 8040 343871 247389 96482 7566 5962 1604 41342 40195 1147 462736 462736 48561 44246 4315 622439 416350 206089 31452 19070 12382 BAD DEBT EXPENSE 2314687 2314687 SYSTEM ASSESSMENT 1766646 1766646 MEDICAL SUPPLIES 1385118 1385118 REPAIRS AND MAINTENANCE 828937 828937 695376 656526 38850 15874563 14927995 946568 0 878230 932049 1629525 2236597 879248 816542 393434 416818 1530486 401532 6485701 1156611 3168123 5329090 30890 0 8509936 10132628 2034368 1244556 4106605 2706660 6140973 3951216 X 2368963 6181412 2368963 6181412 8509936 10132628 X -76579 3889028 X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 0 0 1 5795 5795 0 PART II-B, LINE 1: A PORTION OF THE MEMBERSHIP DUES AND SERVICE FEES PAID TO THE AMERICAN HOSPITAL ASSOCIATION AND THE MONTANA HOSPITAL ASSOCIATION IS ATTRIBUTABLE TO LOBBYING EFFORTS BY THOSE ASSOCIATIONS. 9063 9063 3002548 220318 2782230 3237285 918048 2319237 236805 18245 218560 5329090 DUE TO AFFILIATES 2706660 2706660 X PART X, LINE 2: THE CORPORATION FILES INCOME TAX RETURNS WITH THE U.S. FEDERAL GOVERNMENT, VARIOUS STATES AND LOCAL JURISDICTIONS. THE CORPORATION IS NO LONGER SUBJECT TO EXAMINATION PRIMARILY FOR TAX YEARS BEFORE 2021 BASED UPON THE VARIOUS STATUTES OF LIMITATIONS AND IS NOT CURRENTLY UNDER EXAMINATION. THE CORPORATION HAS NO UNCERTAIN TAX POSITIONS AT DECEMBER 31, 2024. 1 1 X 1 X 1 X 1 1 1 0 1 1 216944 216944 0.01600 2700806 2700806 2917750 2700806 216944 0.01600 6565 6565 0.00050 112417 51335 61082 0.00450 4485 4485 0.00030 123467 51335 72132 0.00530 3041217 2752141 289076 0.02130 0 2314687 2941832 3537075 -595243 X 1 1 1 1 LOGAN HEALTH - SHELBY 640 PARK AVE SHELBY MT 59474 LOGAN.ORG/LOGAN-HEALTH-SHELBY X X X X LOGAN HEALTH - SHELBY 1 0 0 1 X X X X X X X X X 23 1 0 0 1 X LOGAN.ORG/WP-CONTENT/UPLOADS/2024/12/LHS_2023_CHNA-REPORT-FINAL.PDF X 1 23 1 WWW.LOGAN.ORG/COMMUNITY/COMMUNITY-HEALTH-NEEDS-ASSESSMENT/ 0 1 X 200.000000000000 400.000000000000 X X 1 1 X X X 1 X WWW.LOGAN.ORG/PAY-BILL/FINANCIAL-ASSISTANCE-PROGRAM/ X WWW.LOGAN.ORG/PAY-BILL/FINANCIAL-ASSISTANCE-PROGRAM/ X WWW.LOGAN.ORG/PAY-BILL/FINANCIAL-ASSISTANCE-PROGRAM/ X X X X X X 1 X 0 X X X X 1 X 0 0 LOGAN HEALTH - SHELBY PART V, SECTION B, LINE 5: A STEERING COMMITTEE WAS CONVENED TO ASSIST LOGAN HEALTH SHELBY IN CONDUCTING CHSD. A DIVERSE GROUP OF COMMUNITY MEMBERS REPRESENTING VARIOUS ORGANIZATIONS AND POPULATIONS WITHIN THE COMMUNITY (EX. PUBLIC HEALTH, ELDERLY, UNINSURED) CAME TOGETHER IN DECEMBER 2022. LOGAN HEALTH - SHELBY PART V, SECTION B, LINE 11: THE FOLLOWING SUMMARY BRIEFLY REPRESENTS THE GOALS AND CORRESPONDING STRATEGIES AND ACTIVITIES WHICH THE FACILITY WILL EXECUTE TO ADDRESS THE PRIORITIZED HEALTH NEEDS. 1. ENHANCE COMMUNITY ACCESS TO PREVENTIVE RESOURCES THROUGH STRENGTHENED PARTNERSHIPS AND OPPORTUNITIES. - EXPLORE OPPORTUNITIES TO EXTEND SCHOOL-BASED HEALTH SERVICES, WITH A PARTICULAR EMPHASIS ON PRIMARY CARE AND SCREENING, TO ADDRESS HEALTH DISPARITIES. - PARTNER WITH LOCAL ORGANIZATIONS TO INCREASE ACCESS TO HEALTH EDUCATION OPPORTUNITIES SUCH AS CPR, BASIC LIFE SUPPORT, STOP THE BLEED, HELMET SAFETY AT THE SKATE PARK, ETC. - ESTABLISH A RURAL HEALTH CLINIC TO PROMOTE PREVENTION, EARLY DETECTION, AND MANAGEMENT OF CHRONIC DISEASES (I.E., BREAST AND CERVICAL CANCER SCREENING, DIABETES, ETC.) THROUGH OUTREACH AND EDUCATION. EXPLORE OPPORTUNITIES TO ENHANCE THE REFERRAL PROCESS LOCALLY. 2. ENHANCE ACCESS TO MENTAL AND BEHAVIORAL HEALTH SERVICES AND RESOURCES. - DEVELOP PROTOCOL FOR TELEHEALTH MENTAL HEALTH CRISIS SERVICE WITHIN THE EMERGENCY ROOM. CREATE OPPORTUNITIES TO REGULARLY EDUCATE STAFF ON PROTOCOLS AND STANDARDS OF PRACTICE. - EXPAND PEDIATRIC MENTAL HEALTH SERVICES TO INCLUDE AN AFTER-HOURS HOTLINE. DEVELOP OUTREACH AND EDUCATION OPPORTUNITIES FOR STAFF AND COMMUNITY MEMBERS. - RECRUIT, AND HIRE, A MENTAL HEALTH PROFESSIONAL TO WORK IN THE NEWLY ESTABLISHED RURAL HEALTH CLINIC TO PROVIDE MENTAL HEALTH SERVICES TO TOOLE COUNTY. AS WITH MOST HEATH CARE FACILITIES, LOGAN HEALTH - SHELBY HAS LIMITED FINANCIAL RESOURCES TO ADDRESS ALL ISSUES. LOGAN HEALTH - SHELBY 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 - SHELBY 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: THE ORGANIZATION USED A COST-TO-CHARGE RATIO FOR LINES 7A AND 7B. PART I, LINE 7, COLUMN (F): THE BAD DEBT EXPENSE INCLUDED ON FORM 990, PART IX, LINE 25, COLUMN (A), BUT SUBTRACTED FOR PURPOSES OF CALCULATING THE PERCENTAGE IN THIS COLUMN IS $ 2,314,687. 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 ON 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. PART III, LINE 8: COST TO CHARGE RATIO WAS UTILIZED TO PREPARE THE FORM 990. MEDICARE TOTALS PROVIDED EXCLUDE AMOUNTS REPORTED UNDER COMMUNITY BENEFIT PROGRAMS. THE ORGANIZATION PROVIDES CARE TO THE ELDERLY AND DISABLED AT A REDUCED REIMBURSEMENT TO ENSURE ALL OF THE COMMUNITY MEMBERS IN NORTHWEST MONTANA RECEIVE GOOD QUALITY HEALTHCARE REGARDLESS OF AGE, DISABILITY, OR MEANS. PART III, LINE 9B: THE HOSPITAL ASSISTS PATIENTS APPLYING FOR FINANCIAL ASSISTANCE, AND PUBLIC PROGRAMS SUCH AS MEDICAID. FINANCIAL ASSISTANCE WILL NOT TAKE CERTAIN COLLECTION EFFORTS (CALLED EXTRAORDINARY COLLECTION EFFORTS) BEFORE LOGAN HEALTH HAS MADE REASONABLE EFFORTS TO DETERMINE IF A PATIENT IS ELIGIBLE FOR FINANCIAL ASSISTANCE. PART VI, LINE 2: LOGAN HEALTH - SHELBY IDENTIFIES NEEDS THROUGHOUT THE COMMUNITY BY UTILIZING COMMUNITY REPRESENTATIVES ON LOGAN HEALTH GOVERNANCE BOARDS, SOLICITATION OF IDEAS FROM COMMUNITY LEADERS AND OTHER MEMBERS VIA THE MEDIA AND OTHER FORMS OF COMMUNICATION, AND KEY STAFF AIDING IN IDENTIFYING HEALTH CARE SERVICE AREA SHORTAGES. LOGAN HEALTH - SHELBY MAINTAINS A CLOSE RELATIONSHIP TO THE COMMUNITY BY PROVIDING INFORMATION AND EDUCATION ABOUT UPCOMING HEALTH CARE ISSUES OR CHANGES AT LOGAN HEALTH - SHELBY AND SOLICITS FEEDBACK FROM THE COMMUNITY. ONCE NEEDS ARE IDENTIFIED, THE LOGAN HEALTH BOARD AND ADMINISTRATION WORK TO PRIORITIZE NEEDS BASED UPON THE MISSION AND VALUES OF LOGAN HEALTH - SHELBY. 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 - SHELBY SERVES THE POPULATION OF TOOLE COUNTY, MONTANA. PER THE US CENSUS BUREAU, THE POPULATION OF PONDERA COUNTY IN 2023 WAS 5,023 AND IS CONSIDERED RURAL. THE MEDIAN HOUSEHOLD INCOME IS $53,693 IN WHICH 12.3% OF THE POPULATION WAS BELOW THE POVERTY LEVEL. THE RACIAL MAKEUP CONSISTS OF 83% WHITE, 6% AMERICAN INDIAN OR ALASKA NATIVE WITH THE REMAINDER BEING OTHER RACES.THE NEAREST HOSPITAL IS LOGAN HEALTH - CONRAD, A 25-BED CRITICAL ACCESS HOSPITAL LOCATED IN CONRAD, MT APPROXIMATELY 27 MILES SOUTH OF SHELBY, MT. PART VI, LINE 5: LOGAN HEALTH SHELBY IS A 21 BED CRITICAL ACCESS HOSPITAL WITH ACUTE CARE SERVICES. THE FACILITY HAS AN EMERGENCY ROOM, EMERGENCY BIRTHING ROOM AND OPERATING ROOM, ALL EQUIPPED WITH THE ADVANCED TECHNOLOGY. THE 21 BEDS ARE OPEN FOR INPATIENTS, OBSERVATION, SKILLED OR INTERMEDIATE PATIENTS. THE ER HAS A PHYSICIAN OR ADVANCED PRACTICE PROVIDER ON CALL 24 HOURS A DAY AS WELL AS ANESTHESIA SERVICES. VISITING PHYSICIANS PROVIDE SURGICAL, OB/GYN, PULMONOLOGY, CARDIOVASCULAR, OPHTHALMOLOGY, ORTHOPEDIC, DENTAL SERVICES AND MORE. OUR CARING STAFF PROVIDES COMFORT AND CARE WITH THEIR EXPERTISE AND YEARS OF EXPERIENCE.THE BOARD OF DIRECTORS IS COMPRISED OF COMMUNITY MEMBERS THROUGHOUT TOOLE COUNTY. SURPLUSES OF CASH, WHEN AVAILABLE, ARE INVESTED BACK INTO THE HOSPITAL FOR EQUIPMENT PURCHASES AND WAGE CONSIDERATIONS. LOGAN HEALTH EXTENDS MEDICAL STAFF PRIVILEGES TO ALL QUALIFIED PHYSICIANS IN THE COMMUNITY. PART VI, LINE 6: MTWY HEALTH (MTWY) IS A MONTANA NONPROFIT ORGANIZATION THAT IS THE SOLE MEMBER OF BOTH BILLINGS CLINIC AND LOGAN HEALTH EFFECTIVE ON SEPTEMBER 1, 2023. THE ORGANIZATIONS BELIEVE THAT THE COMBINED, INDEPENDENT HEALTH SYSTEM WILL BE BETTER EQUIPPED TO SUSTAIN AND GROW SERVICES TO MEET THE PATIENT NEEDS IN MONTANA AND WYOMING.BELOW IS A LIST OF ORGANIZATIONS THAT ARE PART OF MTWY HEALTH. BILLINGS CLINIC (BC) IS A MONTANA NONPROFIT ORGANIZATION, WHICH IS STRUCTURED AS A MEDICAL FOUNDATION. BC OPERATES A 336-LICENSED-BED ACUTE CARE HOSPITAL LOCATED IN BILLINGS, MONTANA; A MULTI-SPECIALTY PHYSICIAN GROUP, INCLUDING MORE THAN 500 PHYSICIANS AND ADVANCED PRACTITIONERS BASED IN BILLINGS WITH BRANCH CLINICS IN MILES CITY AND BOZEMAN, MONTANA AND CODY, WYOMING. BC ALSO MANAGES A NUMBER OF CRITICAL ACCESS HOSPITALS IN MONTANA AND WYOMING.BILLINGS CLINIC FOUNDATION (THE FOUNDATION), WHOSE PRINCIPAL ACTIVITY IS THE SOLICITATION OF FUNDS FROM THE GENERAL PUBLIC FOR BC AND THE NONPROFIT AFFILIATES OF BC. THE OPERATIONS OF THE FOUNDATION ARE FINANCED PRINCIPALLY FROM CONTRIBUTIONS AND INVESTMENT INCOME. MONTANA HEALTHCARE INDEMNITY, LLC (MHI), WHOSE PRINCIPAL ACTIVITY IS TO ACT AS A CAPTIVE INSURANCE COMPANY FOR GENERAL AND PROFESSIONAL LIABILITY COVERAGE FOR BC, LOGAN HEALTH AND OTHER AFFILIATED HEALTHCARE FACILITIES LOCATED IN MONTANA AND WYOMING. STILLWATER HOSPITAL ASSOCIATION, INC., WHICH OWNS AND OPERATES STILLWATER BILLINGS CLINIC (SBC). SBC IS A NONPROFIT ACUTE CARE HOSPITAL LOCATED IN COLUMBUS, MONTANA. THE FACILITY HAS 16 ACUTE CARE AND SWING BEDS AND HAS BEEN GRANTED CRITICAL ACCESS STATUS FOR MEDICARE REPORTING PURPOSES.BILLINGS CLINIC SPECIALTY SUPPLIES AND SERVICES, LLC (SPECIALTY SERVICES) IS LICENSED BY THE STATE OF MONTANA AS A SINGLE MEMBER LIMITED LIABILITY COMPANY AND ITS INCOME IS INCLUDED IN THE TAX RETURN OF BC. SPECIALTY SERVICES FOCUSES ON PROVIDING PHARMACY CARE FOR CHRONIC, RARE OR COMPLEX CONDITIONS THAT REQUIRE SPECIALTY MEDICATION. IT ALSO PROVIDES PHARMACY SERVICES TO RESIDENTS IN A VARIETY OF POST-ACUTE CARE SETTINGS. TOWNSEND HEALTH SYSTEMS, INC., WHICH OWNS AND OPERATES BROADWATER HEALTH CENTER, D/B/A BILLINGS CLINIC BROADWATER (BCB). BCB IS A NONPROFIT CRITICAL ACCESS HOSPITAL LOCATED IN TOWNSEND, MONTANA. THE FACILITY HAS 25 LICENSED ACUTE CARE AND SWING BEDS AND HAS BEEN GRANTED CRITICAL ACCESS STATUS FOR MEDICARE REPORTING PURPOSES. BILLINGS CLINIC ONCALL, LLC (ONCALL) IS LICENSED BY THE STATE OF MONTANA AS A SINGLE MEMBER LIMITED LIABILITY COMPANY WHICH IS TAXED AT THE ENTITY LEVEL. ONCALL PROVIDES TELEHEALTH SERVICES.LOGAN HEALTH (LH), A MONTANA NONPROFIT ORGANIZATION, WAS FORMED IN MAY 1982 AND BEGAN OPERATIONS IN APRIL 1983. THE PRIMARY PURPOSE OF LH IS TO ACT FOR THE BENEFIT OF, AND ON BEHALF OF, ITS SUBSIDIARIES. KALISPELL REGIONAL MEDICAL CENTER, INC. D/B/A LOGAN HEALTH MEDICAL CENTER (LHMC): A MONTANA NONPROFIT ORGANIZATION THAT PROVIDES ACUTE HEALTH CARE SERVICES. LOGAN HEALTH FOUNDATION (THE LH FOUNDATION) IS A MONTANA NONPROFIT ORGANIZATION WHOSE PURPOSE IS TO PROMOTE THE CHARITABLE OBJECTIVES OF LH. ASSIST - FLATHEAD VALLEY (ASSIST) IS A NONPROFIT ORGANIZATION LOCATED IN KALISPELL, MONTANA, WHOSE PRIMARY PURPOSE IS TO IMPROVE THE QUALITY OF LIFE FOR RESIDENTS IN FLATHEAD VALLEY. APPLIED HEALTH SERVICES, INC. (AHS) IS A MONTANA TAXABLE ORGANIZATION THAT OPERATES A DURABLE MEDICAL EQUIPMENT RENTAL OPERATION, TWO RETAIL PHARMACIES AND OTHER SERVICES. SUMMIT MEDICAL FITNESS CENTER, D/B/A LOGAN HEALTH FITNESS CENTER, INC. (LHFC) IS A MONTANA NONPROFIT ORGANIZATION THAT WAS FORMED IN 2006 AND BEGAN OPERATIONS IN APRIL 2007 AS A HEALTH/MEDICAL FITNESS CENTER PROMOTING THE HEALTH OF THE COMMUNITY THROUGH EDUCATION, TRAINING AND RECREATION.MONTANA PEDIATRICS IS A MONTANA NONPROFIT ORGANIZATION THAT PROVIDES TELEHEALTH ALTERNATIVES TO PARENTS REQUIRING PEDIATRIC CARE AFTER HOURS OR IN CIRCUMSTANCES WHERE IN PERSON OFFICE VISITS ARE INCONVENIENT/ UNREALISTIC. LOGAN HEALTH EMERGENCY MEDICAL SERVICES (EMS) IS A MONTANA NONPROFIT ORGANIZATION THAT OPERATES REGIONAL EMS SERVICES.LOGAN HEALTH WHITEFISH (WHITEFISH) IS A MONTANA NONPROFIT CORPORATION THAT PROVIDES ACUTE-CARE GENERAL SERVICES AND BECAME PART OF LH ON MAY 1, 2016 AND IS LOCATED IN WHITEFISH, MONTANA. LOGAN HEALTH SHELBY (SHELBY) IS A MONTANA NONPROFIT ORGANIZATION THAT PROVIDES ACUTE-CARE GENERAL SERVICES AND BECAME PART OF LH ON MAY 6, 2021. SHELBY IS A CRITICAL ACCESS HOSPITAL LOCATED IN SHELBY, MONTANA.LOGAN HEALTH CONRAD (CONRAD) IS A MONTANA NONPROFIT ORGANIZATION THAT PROVIDES ACUTE-CARE GENERAL SERVICES AND BECAME PART OF LH ON JUNE 1, 2021. CONRAD IS A CRITICAL ACCESS HOSPITAL, NURSING FACILITY, AND A RURAL HEALTH CLINIC LOCATED IN CONRAD, MONTANA. LOGAN HEALTH CUT BANK (CUT BANK) IS A MONTANA NONPROFIT ORGANIZATION THAT PROVIDES ACUTE-CARE GENERAL SERVICES AND BECAME PART OF LH ON JUNE 1, 2021. CUT BANK IS A CRITICAL ACCESS HOSPITAL, AND A RURAL HEALTH CLINIC LOCATED IN CUT BANK, MONTANA. LOGAN HEALTH CHESTER (CHESTER) IS A MONTANA NONPROFIT ORGANIZATION THAT PROVIDES ACUTE-CARE GENERAL SERVICES AND BECAME PART OF LH ON JULY 1, 2022. CHESTER IS A CRITICAL ACCESS HOSPITAL AND ASSISTED LIVING FACILITY LOCATED IN CHESTER, MONTANA. NORTHWEST HORIZONS, INC. (NWH) IS A MONTANA NONPROFIT ORGANIZATION ORGANIZED TO ESTABLISH AND ENHANCE INSTITUTIONAL AND NONINSTITUTIONAL HEALTH CARE SERVICES FOR THE AGED. FLATHEAD HOSPITAL DEVELOPMENT COMPANY, LLC (FHDC) IS A MONTANA LIMITED LIABILITY COMPANY. THE PURPOSE OF FHDC IS TO OWN AND LEASE REAL ESTATE ON WHICH IMPROVEMENTS ARE OR WILL BE BUILT AND TO LEASE THAT REAL ESTATE TO THIRD PARTIES. CURRENTLY, THE FHDC OWNS AND LEASES AN ACUTE-CARE GENERAL HOSPITAL FACILITY IN KALISPELL, MONTANA, AND MEDICAL OFFICE BUILDINGS, IN KALISPELL, COLUMBIA FALLS, WHITEFISH, AND POLSON, MONTANA. FHDC IS JOINTLY OWNED 64.2% BY NWH, A SUBSIDIARY OF LH, AND 35.8% BY INDIVIDUAL PHYSICIANS. LOGAN HEALTH ASSISTED LIVING SHELBY (LHAL - SHELBY) IS A NONPROFIT ORGANIZATION THAT PROVIDES ASSISTED LIVING SERVICES AND BECAME A PART OF NWH ON MAY 1, 2018. LHAL - SHELBY IS LOCATED ADJACENT TO SHELBY IN SHELBY, MONTANA.LOGAN HEALTH CARE CENTER - SHELBY (LHLT - SHELBY) IS A NONPROFIT ORGANIZATION THAT PROVIDES SKILLED NURSING SERVICES AND BECAME A PART OF NWH ON MAY 6, 2021. LHLT - SHELBY IS LOCATED ADJACENT TO SHELBY IN SHELBY, MONTANA. 1 1 0 0 0 0 0 1 0 COLE TURNER SYSTEM CFO (UNTIL 4/26/2024) 0 362987 0 83708 0 1501087 0 0 0 5974 0 1953756 0 0 CRAIG LAMBRECHT MD SYSTEM CEO (UNTIL 3/11/2024) 0 332474 0 263881 0 1119114 0 20102 0 4481 0 1740052 0 0 CLINTON SEGER MD SYSTEM CO-CEO 0 1095076 0 62909 0 5613 0 29275 0 14019 0 1206892 0 0 KEVIN ABEL CEO 0 921367 0 62103 0 2881 0 20700 0 17883 0 1024934 0 0 WILLIAM GIBSON CLO/SECRETARY 0 689757 0 108695 0 2770 0 20700 0 17923 0 839845 0 0 ELLEN LAYTON CAO 0 689644 0 71017 0 10162 0 29275 0 21920 0 822018 0 0 JUSTIN OTT CIO 0 434799 0 0 0 6513 0 25674 0 21920 0 488906 0 0 BRIGID BURKE CFO 0 385652 0 45723 0 1787 0 14137 0 17784 0 465083 0 0 VICKI NEWMILLER PRESIDENT 345802 0 15383 0 4145 0 15424 0 10759 0 391513 0 0 0 JARED WEISHAAR ADVANCED PRACTICE PROVIDER 279206 0 0 0 484 0 17531 0 16285 0 313506 0 0 0 GREG BASYE ADVANCED PRACTICE PROVIDER 214907 0 35000 0 443 0 12519 0 13847 0 276716 0 0 0 VICKI LEAR ADVANCED PRACTICE PROVIDER 211268 0 35000 0 636 0 9422 0 10635 0 266961 0 0 0 STEPHEN MILHEIM MD PHYSICIAN 230274 0 0 0 729 0 14278 0 6734 0 252015 0 0 0 CARRIE TAYLOR DIRECTOR CLINICAL SERVICES 153199 0 431 0 603 0 8193 0 16822 0 179248 0 0 0 PART I, LINE 3 THE CEO'S COMPENSATION IS PAID BY LOGAN HEALTH AND BILLINGS CLINIC. THE ORGANIZATIONS USE THE FOLLOWING METHODS TO ESTABLISH COMPENSATION FOR THE CEO: - COMPENSATION COMMITTEE - FORM 990 OF OTHER ORGANIZATIONS - COMPENSATION SURVEY OR STUDY - APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE PART I, LINES 4A-B CONTRACTUAL PAYMENTS: CRAIG LAMBRECHT - $1,116,784 COLE TURNER - $1,500,000 457(F) CONTRIBUTIONS: CLINTON SEGER - $165,001 JUSTIN OTT - $57,877 WILLIAM GIBSON - $30,500 KEVIN ABEL - $23,000 ELLEN LAYTON - $84,000 BRIGID BURKE - $23,000 CHERIE TAYLOR - $23,000 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 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 THE ORGANIZATION HAS A CPA FIRM PREPARE ITS FORM 990. THE RETURN IS COMPLETED IN DRAFT FORM AND REVIEWED BY MANAGEMENT OF THE ORGANIZATION. THE RETURN IS THEN FINALIZED AND THE BOARD IS PROVIDED A COPY OF THE FORM 990 TO REVIEW BEFORE IT IS FILED. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION ANNUALLY REQUIRES ITS BOARD MEMBERS, OFFICERS AND KEY EMPLOYEES TO FILL OUT A CONFLICTS OF INTEREST FORM. THE COMPLIANCE OFFICER REVIEWS THEM, IDENTIFIES POTENTIAL CONFLICTS, AND FORWARDS TO THE ADMINISTRATIVE TEAM IF A POTENTIAL CONFLICT EXISTS, AS OUTLINED IN THE ORGANIZATIONAL POLICY. DURING BOARD MEETINGS, IF AN INTERESTED PARTY HAS A CONFLICT, HE OR SHE RECUSES THEMSELVES FROM VOTING. FORM 990, PART VI, SECTION B, LINE 15 THE ORGANIZATION'S CEO, OFFICERS, AND KEY EMPLOYEES ARE PAID BY BILLINGS CLINIC AND LOGAN HEALTH. BILLINGS CLINIC AND LOGAN HEALTH HAVE AN EXECUTIVE COMPENSATION PROGRAM ADMINISTERED ANNUALLY BY INDEPENDENT TRUSTEES FOLLOWING BEST PRACTICES AND THE HIGHEST REGULATORY STANDARDS EXPECTED OF A NOT-FOR PROFIT ORGANIZATION. SALARY AND BENEFITS FOR THE CHIEF EXECUTIVE OFFICER ARE DETERMINED BY THE 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 AND BILLINGS CLINIC. THE BOARD CONSIDERS THESE REPORTS AND DETERMINES THE STATUS OF THE BASE SALARY, BENEFITS, AND TOTAL COMPENSATION FOR THE CEO. ADDITIONALLY, THE 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 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 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC ON AN AS NEEDED BASIS. FORM 990, PART XI, LINE 9: TRANSFER FROM AFFILIATES 1,485,497. OTHER CHANGES 2,403,531. BILLINGS CLINIC 2917 TENTH AVENUE NORTH BILLINGS MT 59101 810231784 HEALTHCARE MT 501(C)(3) LINE 3 MTWY HEALTH INC 0 ASSIST-FLATHEAD VALLEY 310 SUNNYVIEW LANE KALISPELL MT 59901 462669324 WELLNESS RESOURCE PROVIDER MT 501(C)(3) LINE 10 KALISPELL REGIONAL MEDICAL CENTER 0 BILLINCS CLINIC EMPLOYEE BENEFIT TRUST 2800 TENTH AVENUE NORTH BILLINGS MT 59101 810391600 EMPLOYEE BENEFITS MT 501(C)(9) BILLINGS CLINIC 0 BILLINGS CLINIC FOUNDATION 2917 TENTH AVENUE NORTH BILLINGS MT 59101 810407289 FUNDRAISING MT 501(C)(3) LINE 7 BILLINGS CLINIC 0 KALISPELL REGIONAL HEALTHCARE FOUNDATION 310 SUNNYVIEW LANE KALISPELL MT 59901 311703013 SUPPORTING ORGANIZATION MT 501(C)(3) LINE 12A, I KALISPELL REGIONAL MEDICAL CENTER 0 KALISPELL REGIONAL MEDICAL CENTER 310 SUNNYVIEW LANE KALISPELL MT 59901 237293874 ACUTE HOSPITAL CARE MT 501(C)(3) LINE 3 LOGAN HEALTH 0 KALISPELL REGIONAL MEDICAL CENTER VOLUNTEERS 310 SUNNYVIEW LANE KALISPELL MT 59901 273866474 SUPPORTING ORGANIZATION MT 501(C)(3) LINE 10 KALISPELL REGIONAL MEDICAL CENTER 0 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 0 LOGAN HEALTH 310 SUNNYVIEW LANE KALISPELL MT 59901 810406485 SUPPORT SUBSIDIARY HEALTH ORGANIZATIONS MT 501(C)(3) LINE 12B, II MTWY HEALTH INC 0 LOGAN HEALTH - CONRAD 805 SUNSET BLVD CONRAD MT 59425 810232406 PROVIDE ACUTE HOSPITAL CARE MT 501(C)(3) LINE 3 LOGAN HEALTH 0 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 0 LOGAN HEALTH - WHITEFISH 1600 HOSPITAL WAY WHITEFISH MT 59937 810247969 PROVIDE ACUTE HOSPITAL CARE MT 501(C)(3) LINE 3 LOGAN HEALTH 0 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 0 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 0 LOGAN HEALTH EMERGENCY MEDICAL SERVICES 310 SUNNYVIEW LANE KALISPELL MT 59901 880538346 EMERGENCY SERVICES MT 501(C)(3) LINE 7 LOGAN HEALTH 0 MONTANA PEDIATRICS 259 W FRONT ST STE B MISSOULA MT 59802 854133807 AMBULATORY CARE MT 501(C)(3) LINE 7 LOGAN HEALTH 0 MTWY HEALTH INC 310 SUNNYVIEW LN KALISPELL MT 59901 932584380 SUPPORT MT 501(C)(3) LINE 12B, II N/A 0 NORTH VALLEY HOSPITAL FOUNDATION 1600 HOSPITAL WAY WHITEFISH MT 59937 810526541 SUPPORTING ORGANIZATION MT 501(C)(3) LINE 12A, I LOGAN HEALTH - WHITEFISH 0 NORTHWEST HORIZONS INC 310 SUNNYVIEW LANE KALISPELL MT 59901 810420653 LONG-TERM AMBULATORY CARE MT 501(C)(3) LINE 10 LOGAN HEALTH 0 STILLWATER HOSPITAL ASSOCIATION 710 N 11TH STREET COLUMBUS MT 59019 810286525 HOSPITAL MT 501(C)(3) LINE 3 BILLINGS CLINIC 0 SUMMIT MEDICAL FITNESS CENTER 310 SUNNYVIEW LANE KALISPELL MT 59901 203752312 COMMUNITY HEALTH & WELLNESS CENTER MT 501(C)(3) LINE 10 LOGAN HEALTH 0 TOWNSEND HEALTH SYSTEMS INC 110 NORTH OAK STREET TOWNSEND MT 59644 810398400 HEALTHCARE MT 501(C)(3) LINE 3 BILLINGS CLINIC 0 STILLWATER COMMUNITY HEALTHCARE FOUNDATION 710 N 11TH ST COLUMBUS MT 59019 200748325 FUNDRAISING MT 501(C)(3) LINE 10 STILLWATER 0 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 0 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 0 0 0 1 0 0 0 0 0 0 0 0 1 1 0 0 1 0 0 0