2025-11-14T09:04:32-06:00 2024-12-31 390859910 BAKER TILLY ADVISORY GROUP LP 20 STANWIX STREET PITTSBURGH PA 15222 990 2024-01-01 862346458 LOGAN HEALTH CARE CENTER - 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 2025-11-11 2024 2025-03-06 01:10:19Z KEVIN ABEL 310 SUNNYVIEW LANE KALISPELL MT 59901 2277311 0 X LOGAN.ORG X 2021 MT OPERATING A SKILLED NURSING FACILITY 5 5 97 5 0 0 0 22548 1423961 2254655 0 0 29255 108 1453216 2277311 0 0 0 0 951793 1398876 0 0 0 1532615 2219834 2484408 3618710 -1031192 -1341399 1037466 1644126 4285522 5644400 -3248056 -4000274 SKILLED NURSING FACILITY 0 0 3295948 2254763 OPERATING A SKILLED NURSING FACILITY 3295948 1 0 0 0 0 0 0 0 0 0 1 0 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 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 0.50 2.50 X X 0 0 0 JADE GOROSKI VICE CHAIR 0.50 2.50 X X 0 0 0 BILLIETTE COOLIDGE TRUSTEE 0.50 1.50 X 0 0 0 MARIGAIL MCALLISTER TRUSTEE 0.50 1.50 X 0 0 0 SHANNON MCALLISTER TRUSTEE 0.50 1.50 X 0 0 0 CRAIG LAMBRECHT MD SYSTEM CEO (UNTIL 3/11/2024) 0.50 59.50 X 0 1715469 24583 COLE TURNER SYSTEM CFO (UNTIL 4/26/2024) 0.50 59.50 X 0 1947782 5974 BRIGID BURKE CFO 0.50 59.50 X 0 433162 31922 KEVIN ABEL SYSTEM CO-CEO 0.50 59.50 X 0 986351 38583 CLINTON SEGEL MD CEO 0.50 59.50 X 0 1163598 43294 VICKI NEWMILLER PRESIDENT 10.00 50.00 X 0 365330 26183 WILLIAM GIBSON CLO/SECRETARY 0.50 59.50 X 0 801222 38623 JUSTIN OTT CIO 0.50 59.50 X 0 441312 47594 ELLEN LAYTON CAO 0.50 59.50 X 0 770823 51195 KRISTI ROWELL DIRECTOR SKILLED NURSING FACILITY 50.00 X 108575 0 23290 CATHY YOUNG HILDEBRANDT MANAGER CLINICAL NURSE LONG TERM CARE 50.00 X 118549 0 24992 227124 8625049 356233 2 0 1 0 0 11325 11223 22548 MEDICAL SERVICES 623000 2254655 2254655 2254655 NUTRITION SERVICES 624210 108 108 108 2277311 2254763 0 0 X 1094404 912430 181974 59880 48920 10960 155778 96264 59514 88814 75358 13456 240 240 1154627 1154627 2178 1625 553 2999 2999 568 568 36407 36407 ALLOCATED EXPENSES 372218 372218 DIETARY 316619 316619 TAXES AND LICENSES 124959 124804 155 MEDICAL SUPPLIES 82172 82172 126847 70937 55910 3618710 3295948 322762 0 121581 482107 244986 515077 5976 11325 747238 111621 664923 635617 1037466 1644126 969005 401924 3316517 5242476 4285522 5644400 X -3248056 -4000274 -3248056 -4000274 1037466 1644126 X -1341399 589181 X 0 1 X 1 0 X 35942 22548 58490 1558879 1768780 1453216 2254655 7035530 1558879 1804722 1453216 2277203 7094020 0 0 0 7094020 1558879 1804722 1453216 2277203 7094020 X 574394 84244 490150 172844 27377 145467 635617 DUE TO AFFILIATES 5242476 5242476 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 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 SEGEL MD CEO 0 1095076 0 62909 0 5613 0 29275 0 14019 0 1206892 0 0 KEVIN ABEL SYSTEM CO-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 14138 0 17784 0 465084 0 0 VICKI NEWMILLER PRESIDENT 0 345802 0 15383 0 4145 0 15424 0 10759 0 391513 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 VICKI NEWMILLER - $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, NORTHWEST HORIZONS, INC. FORM 990, PART VI, SECTION A, LINE 7A TO BE EFFECTIVE, SIGNIFICANT DECISIONS OF THE GOVERNING BOARD MUST BE APPROVED BY ITS MEMBER, NORTHWEST HORIZONS INC. 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, NORTHWEST HORIZONS INC. 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 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 IX, LINE 11G CONTRACT LABOR: PROGRAM SERVICE EXPENSES 813,500. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 813,500. PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 19,770. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 19,770. PURCHASED SERVICES: PROGRAM SERVICE EXPENSES 321,357. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 321,357. FORM 990, PART XI, LINE 9: OTHER CHANGES 589,181. 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 - SHELBY 640 PARK AVE SHELBY MT 59474 862327525 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 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 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0