2025-11-14T08:24:56-06:00 2024-12-31 390859910 BAKER TILLY ADVISORY GROUP LP 20 STANWIX STREET PITTSBURGH PA 15222 990 2024-01-01 932584380 MTWY HEALTH MTWY 4064356445 310 SUNNYVIEW LN KALISPELL MT 59901 PATTI PILGRIM CFO 4064356445 2025-11-11 1 1 KELLY A BROCIOUS P01254262 4126976400 2025-11-11 2024 2025-03-06 01:10:19Z BILLINGS CLINIC - LOGAN HEALTH KEVIN ABEL 310 SUNNYVIEW LN KALISPELL MT 59901 16737729 0 X N/A X 2023 MT MTWY HEALTH WAS FORMED TO SERVE AS AN INDEPENDENT, INTEGRATED HEALTHCARE DELIVERY SYSTEM BASED IN MONTANA. MTWY HEALTH PROVIDES STRATEGIC LEADERSHIP, OVERSIGHT, AND CENTRALIZED SUPPORT SERVICES FOR ITS SUBSIDIARY HOSPITALS AND HEALTHCARE FACILITIES. 11 6 0 6 0 0 0 0 0 16737729 0 0 0 0 0 16737729 0 0 0 0 3283446 5412881 0 0 0 205418 11324848 3488864 16737729 -3488864 0 401009 3236937 3889873 6725801 -3488864 -3488864 MTWY HEALTH WAS FORMED TO SERVE AS AN INDEPENDENT, INTEGRATED HEALTHCARE DELIVERY SYSTEM BASED IN MONTANA. MTWY HEALTH PROVIDES STRATEGIC LEADERSHIP, OVERSIGHT, AND CENTRALIZED SUPPORT SERVICES FOR ITS SUBSIDIARY HOSPITALS AND HEALTHCARE FACILITIES. 0 0 14687647 16737729 MTWY HEALTH WAS FORMED TO SERVE AS AN INDEPENDENT, INTEGRATED HEALTHCARE DELIVERY SYSTEM BASED IN MONTANA. MTWY HEALTH PROVIDES STRATEGIC LEADERSHIP, OVERSIGHT, AND CENTRALIZED SUPPORT SERVICES FOR ITS SUBSIDIARY HOSPITALS AND HEALTHCARE FACILITIES. 14687647 1 0 0 0 0 0 0 0 0 0 0 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 1 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 11 6 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 MT X PATTI PILGRIM 4067521724 2800 TENTH AVENUE NORTH BILLINGS MT 59901 CRAIG LAMBRECHT MD SYSTEM CEO (UNTIL 3/11/2024) 30.00 30.00 X X 0 1715469 24583 CRAIG BARTHOLOMEW BOARD MEMBER/CHAIR 5.00 6.00 X X 0 0 0 MICHAEL GOGUEN BOARD MEMBER/VICE CHAIR 2.00 2.75 X X 0 0 0 KEITH COOK BOARD MEMBER/TREASURER 2.00 4.00 X X 0 6000 0 ALICE GORDON BOARD MEMBER 2.00 3.00 X 0 6000 0 HEIDI DUNCAN MD BOARD MEMBER 2.00 48.00 X 0 269240 37002 MELISSA KAPTANIAN MD BOARD MEMBER 1.00 49.00 X 0 531619 31701 JANE KARAS BOARD MEMBER 2.00 1.75 X 0 0 0 MICHELLE HARRIS BOARD MEMBER 2.00 1.75 X 0 0 0 CLINTON SEGER MD SYSTEM CO-CEO 30.00 30.00 X X 0 1163598 43294 KEVIN ABEL SYSTEM CO-CEO 10.00 50.00 X X 0 986351 38583 COLE TURNER SYSTEM CFO (UNTIL 4/26/2024) 30.00 30.00 X 0 1947782 5974 WILLIAM GIBSON CLO/SECRETARY 30.00 30.00 X 0 801222 38623 JUSTIN OTT CIO 30.00 30.00 X 0 441312 47594 ELLEN LAYTON CAO 30.00 30.00 X 0 770823 51195 0 8639416 318549 1 0 1 0 0 INTERCOMPANY SERVICE REVENUE 621110 16737729 16737729 16737729 16737729 16737729 0 0 X 4893792 4893792 134621 134621 168038 168038 216430 216430 521612 521612 85955 85955 1921201 1921046 155 311 311 952884 952884 28363 28363 1413997 1413997 CONTRACTUAL PAYMENTS 5567062 5567062 RECRUITMENT 461135 461135 TAXES AND LICENSES 223702 223702 DUES AND SUBSCRIPTIONS 83311 83311 65315 65315 16737729 14687647 2050082 0 401009 3236937 401009 3236937 355438 3889873 6370363 3889873 6725801 X -3488864 -3488864 -3488864 -3488864 401009 3236937 0 0 X 0 1 X 1 0 X X X 17 BILLINGS CLINIC 810231784 3 1 0 0 STILLWATER HOSPITAL ASSOCIATION INC DBA STILLWATER BILLINGS CLINIC 810286525 3 1 0 0 TOWNSEND HEALTH SYSTEMS INC DBA BILLINGS CLINIC BROADWATER 810398400 3 1 0 0 KALISPELL REGIONAL MEDICAL CENTER INC DBA LOGAN HEALTH MEDICAL CENTER 237293874 3 1 0 0 NORTHWEST HORIZONS INC DBA BRENDAN HOUSE 810420653 10 1 0 0 LOGAN HEALTH - CUT BANK 810530457 3 1 0 0 LIBERTY COUNTY HOSPITAL AND NURSING HOME INC DBA LOGAN HEALTH CHESTER 810515463 3 1 0 0 LOGAN HEALTH - WHITEFISH 810247969 3 1 0 0 LOGAN HEALTH - CONRAD 810232406 3 1 0 0 MONTANA PEDIATRICS 854133807 7 1 0 0 THE SUMMIT MEDICAL FITNESS 203752312 3 1 0 0 LOGAN HEALTH EMERGENCY MEDICAL SERVICES 880538346 10 1 0 0 ASSIST-FLATHEAD VALLEY 462669324 10 1 0 0 LOGAN HEALTH CARE CENTER - SHELBY 862346458 10 1 0 0 LOGAN HEALTH ASSISTED LIVING - SHELBY 862394240 10 1 0 0 LOGAN HEALTH - SHELBY 862327525 3 1 0 0 KALISPELL REGIONAL MEDICAL CENTER VOLUNTEERS 273866474 10 1 0 0 17 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 PART IV, SECTION C, LINE 1: MTWY HEALTH SHARES GOVERNANCE AND MANAGEMENT WITH ITS SUPPORTED ORGANIZATIONS. 0 DUE TO LOGAN HEALTH 4068819 DUE TO BILLINGS CLINIC 2301544 6370363 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 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 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 MELISSA KAPTANIAN MD BOARD MEMBER 0 518845 0 12384 0 390 0 20700 0 11001 0 563320 0 0 JUSTIN OTT CIO 0 434799 0 0 0 6513 0 25674 0 21920 0 488906 0 0 HEIDI DUNCAN MD BOARD MEMBER 0 264322 0 2194 0 2724 0 22993 0 14009 0 306242 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 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 OTHER CONSULTING FEES: PROGRAM SERVICE EXPENSES 1,921,046. MANAGEMENT AND GENERAL EXPENSES 155. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,921,201. BILLINGS CLINIC 2800 TENTH AVENUE NORTH BILLINGS MT 59101 810231784 HOSPITAL MT 501(C)(3) LINE 3 MTWY HEALTH 1 TOWNSEND HEALTH SYSTEMS INC 110 NORTH OAK STREET TOWNSEND MT 59644 810398400 HEALTHCARE MT 501(C)(3) LINE 3 BILLINGS CLINIC 0 BILLINCS CLINIC EMPLOYEE BENEFIT TRUST 2800 10TH AVE NORTH BILLINGS MT 59107 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 12B, II BILLINGS CLINIC 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 HEALTHCARE FOUNDATION 310 SUNNYVIEW LANE KALISPELL MT 59901 311703013 SUPPORTING ORGANIZATION MT 501(C)(3) LINE 12A, I KALISPELL REGIONAL MEDICAL CENTER 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 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 WV 59522 810515463 PROVIDE ACUTE HOSPITAL CARE MT 501(C)(3) LINE 3 LOGAN HEALTH 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 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 NORTHWEST HORIZONS INC 310 SUNNYVIEW LANE KALISPELL MT 59901 810420653 LONG-TERM AMBULATORY CARE MT 501(C)(3) LINE 10 LOGAN HEALTH 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 NORTH VALLEY HOSPITAL FOUNDATION 1600 HOSPITAL WAY WHITEFISH MT 59937 810526541 SUPPORTING ORGANIZATION MT 501(C)(3) LINE 12A, I LOGAN HEALTH - WHITEFISH 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 310 SUNNYVIEW LANE KALISPELL MT 59901 810406485 SUPPORT SUBSIDIARY HEALTH ORGANIZATIONS MT 501(C)(3) LINE 3 MTWY HEALTH INC 1 STILLWATER HOSPITAL ASSOCIATION 710 N 11TH STREET COLUMBUS MT 59019 810286525 HOSPITAL MT 501(C)(3) LINE 3 BILLINGS CLINIC 0 RURAL EMERGENCY CARE ALLIANCE 310 SUNNYVIEW LANE KALISPELL MT 59901 883504819 EMERGENCY SERVICES MT 501(C)(3) LINE 7 KALISPELL REGIONAL MEDICAL CENTER 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 1 1 0 1 0 0 BILLINGS CLINIC E 2301544 BOOK LOGAN HEALTH E 4068819 BOOK