2025-11-14T09:03:12-06:00 2024-12-31 390859910 BAKER TILLY ADVISORY GROUP LP 20 STANWIX STREET PITTSBURGH PA 15222 990 2024-01-01 810420653 NORTHWEST HORIZONS INC NORT 4067515759 310 SUNNYVIEW LANE KALISPELL MT 59901 BRIGID BURKE VICE PRESIDENT, CFO 4067515759 2025-11-11 1 1 KELLY A BROCIOUS P01254262 4126976400 2025-11-11 2024 2025-03-06 01:10:19Z BRENDAN HOUSE KEVIN ABEL 310 SUNNYVIEW LANE KALISPELL MT 59901 15720709 0 X LOGAN.ORG/LOCATION/LOGAN-HEALTH-BRENDAN-HOUSE X 1984 MT OPERATION OF LONG-TERM CARE FACILITY AND OWNERSHIP OF A LONG-TERM CARE AND AN ASSISTED LIVING FACILITY 4 3 225 3 0 0 60000 0 8334151 15306689 35487 538 2519556 413482 10949194 15720709 0 0 0 0 9224960 12580392 0 0 0 4004391 5231326 13229351 17811718 -2280157 -2091009 38855105 39535446 21164195 23935545 17690910 15599901 OPERATION OF A LONG-TERM CARE FACILITY AND OWNERSHIP OF A LONG-TERM CARE AND AN ASSISTED LIVING FACILITY 0 0 14963726 15720171 NORTHWEST HORIZONS OPERATES LOGAN HEALTH BRENDAN HOUSE, WHICH OFFERS A HIGH LEVEL OF SKILLED AND REHABILITATIVE CARE. WITH 110 BEDS, BRENDAN HOUSE OFFERS SKILLED NURSING FOR TRANSITIONAL CARE, LONG-TERM CARE AND COMFORT CARE. 14963726 1 0 0 0 0 0 0 0 0 0 1 0 1 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 1 0 0 0 1 0 0 225 1 0 0 0 0 0 0 0 0 0 0 X 4 3 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 KEVIN ABEL CEO 1.00 59.00 X X 0 986351 38583 MICHAEL GOGUEN VICE CHAIR 1.00 X X 0 0 0 MICHELLE HARRIS TRUSTEE 1.00 X 0 0 0 JANE KARAS TRUSTEE 1.00 X 0 0 0 CRAIG LAMBRECHT 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 BRIGID BURKE CFO 1.00 59.00 X 0 433162 31922 CLINTON SEGEL 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 KELLY BILAU ADMINISTRATOR 50.00 X 153890 0 27171 TAMERA STITES RN STAFF NURSE 50.00 X 141492 0 26344 SHILO FRITZ DIRECTOR CLINICAL NURSE 50.00 X 152398 0 27129 KAT AUSTIN CERTIFIED NURSE AIDE 50.00 X 131026 0 24399 CRAIG HEINE RN STAFF NURSE 50.00 X 121983 0 24251 700789 8259719 411062 13 0 1 0 0 MEDICAL SERVICE REVENUE 623000 12505670 12505670 PARTNERSHIP INCOME 621990 2801019 2801019 15306689 538 538 OTHER MISCELLANEOUS 561499 413482 413482 413482 15720709 15720171 0 538 9571587 8886031 685556 517171 473914 43257 1784006 1497925 286081 707628 654005 53623 3480 3480 8730 8730 879552 804787 74765 5607 368 5239 46540 27496 19044 152927 525 152402 12359 219 12140 322066 322066 147008 72184 74824 4091 4091 ALLOCATED EXPENSES 1793533 1551406 242127 TAXES AND LICENSES 546946 546946 MEDICAL SUPPLIES 496372 496372 DIETARY 371444 370442 1002 440671 128052 312619 17811718 14963726 2847992 0 300 300 1229346 1300857 1795506 3021221 75726 70499 9229987 8531145 739214 698842 29949778 34443727 5065235 0 38855105 39535446 1482245 2014606 19327231 1276607 354719 20644332 21164195 23935545 X 17690910 15599901 17690910 15599901 38855105 39535446 -2091009 0 X 0 1 X 1 0 X 82462 39244 60000 181706 31546130 12564720 13441191 11294552 15306689 84153282 1207368 359082 902734 257358 413482 3140024 32753498 13006264 14383169 11611910 15720171 87475012 0 0 0 87475012 2786 113463 6258 37492 538 160537 2786 113463 6258 37492 538 160537 32756284 13119727 14389427 11649402 15720709 87635549 0.99820 0.99630 0.00180 0.00370 X 8500 8500 7827911 7377341 450570 1393576 1153804 239772 698842 INVESTMENT IN SUBSIDIARIES 34443727 C 34443727 DUE TO CONTRACTUAL AGENCIES 354719 DUE TO AFFILIATES 20289613 20644332 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 0 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 SYSTEM CEO (UNTIL 3/11/2024) 0 332474 0 263881 0 1119114 0 20102 0 4481 0 1740052 0 0 CLINTON SEGEL 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 14138 0 17784 0 465084 0 0 KELLY BILAU ADMINISTRATOR 146766 0 5119 0 2005 0 9584 0 17587 0 181061 0 0 0 SHILO FRITZ DIRECTOR CLINICAL NURSE 138213 0 7136 0 7049 0 9547 0 17582 0 179527 0 0 0 TAMERA STITES RN STAFF NURSE 120971 0 11947 0 8574 0 8877 0 17467 0 167836 0 0 0 KAT AUSTIN CERTIFIED NURSE AIDE 90875 0 40151 0 0 0 8145 0 16254 0 155425 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 FORM 990, PART VI, SECTION A, LINE 6 NORTHWEST HORIZONS, INC. 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 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. 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 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 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 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 COMMERICAL BUILDING RENTAL MT NORTHWEST HORIZONS INC RELATED 3101607 80703173 0 1 0.65910 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 1 1 1 1 1 1 1 1 1