2025-11-14T08:56:06-06:00 2024-12-31 390859910 BAKER TILLY ADVISORY GROUP LP 20 STANWIX STREET PITTSBURGH PA 15222 990 2024-01-01 810515463 LIBERTY COUNTY HOSPITAL & NURSING HOME LIBE 4607515759 310 SUNNYVIEW LANE KALISPELL MT 59901 BRIGID BURKE VICE PRESIDENT, CFO 4607515759 2025-11-12 1 1 KELLY A BROCIOUS P01254262 4126976400 2025-11-12 2024 2025-03-06 01:10:19Z LOGAN HEALTH - CHESTER KEVIN ABEL 310 SUNNYVIEW LANE KALISPELL MT 59901 12202946 0 X LOGAN.ORG X 1998 MT PROVIDING HEALTH CARE SERVICES TO COMMUNITIES IN LIBERTY COUNTY AND THE SURROUNDING AREA. 8 6 111 6 0 0 24210 171300 8899205 11693855 207988 291575 20271 46216 9151674 12202946 0 0 0 0 4578401 5744732 0 0 0 4181662 5897349 8760063 11642081 391611 560865 16123812 18073291 4990985 5987619 11132827 12085672 OUR 25-BED CRITICAL ACCESS HOSPITAL, 18-BED ASSISTED LIVING FACILITY, AND RURAL HEALTH CLINIC PROVIDE INPATIENT AND OUTPATIENT CARE TO RESIDENTS IN LIBERTY COUNTY AND THE SURROUNDING AREA. 0 0 10834714 11713152 LOGAN HEALTH-CHESTER PROVIDED HEALTHCARE IN THE FORM OF HOSPITAL IN-PATIENT DAYS, EMERGENCY ROOM VISITS, HOSPITAL OUTPATIENT VISITS, SURGERIES, ASSISTED LIVING DAYS, LONG-TERM SWING BED DAYS, OBSERVATION VISITS, CLINIC VISITS, ETC. 10834714 1 1 0 1 0 0 0 0 0 0 1 0 0 1 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 10 0 111 1 0 0 0 0 0 0 0 0 0 0 X 8 6 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 LARRY HENDRICKSON CHARIMAN 5.00 X X 0 0 0 KIRK SKARI VICE-CHAIRMAN 2.00 X X 0 0 0 TIM BRONK TRUSTEE 1.00 X 0 0 0 RUDY CICON TRUSTEE 1.00 X 0 0 0 KARLA KULPAS TRUSTEE 1.00 X 0 0 0 BRITNEY TEMPEL TRUSTEE 1.00 X 0 0 0 GLADYS YOUNG MD TRUSTEE 50.00 X 87225 0 5234 DANIEL DAVIS MD TRUSTEE 5.00 45.00 X 0 927878 37412 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 CHERIE TAYLOR PRESIDENT, LOGAN HEALTH-CUT BANK 1.00 59.00 X 0 218568 30170 BRIGID BURKE CFO 1.00 59.00 X 0 433162 31922 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 NANCY KLEINSASSER SHIFT UNIT SUPERVISOR 50.00 X 117212 0 18675 DARREN YOUNG ADVANCED PRATICE PROVIDER 50.00 X 164210 0 26387 TIMOTHY BLAIR ADVANCED PRATICE PROVIDER 50.00 X 129946 0 17491 DARIN SIPES DIRECTOR OF NURSING 50.00 X 133089 0 23660 ROBERT NAESETH SUPERVISOR 50.00 X 118807 0 18809 750489 9406165 459606 6 0 1 0 0 160253 11047 171300 MEDICAL SERVICES 621110 11004309 11004309 ASSISTED LIVING 623000 409049 409049 PHARMACY 456110 280497 280497 11693855 291575 291575 26919 0 26919 26919 26919 ADMINISTRATION 900099 16577 16577 NUTRITION SERVICES 900099 2720 2720 19297 12202946 11713152 0 318494 X 4616602 4393104 223498 231790 219371 12419 625685 595721 29964 270655 255661 14994 8500 8500 1792732 1725257 67475 4340 2790 1550 16443 10185 6258 297047 238299 58748 68814 55025 13789 828910 664011 164899 21472 17766 3706 ALLOCATED EXPENSES 1631480 1492804 138676 MEDICAL SUPPLIES 523891 523891 REPAIRS AND MAINTENANCE 403339 394046 9293 DIETARY 146489 146489 153892 100294 53598 11642081 10834714 807367 0 2881954 3976242 1377931 3668317 160923 208896 236991 55639 9204453 5470031 4178232 3734422 3792476 4059070 3495305 2370705 16123812 18073291 1360189 1527278 3630796 4460341 4990985 5987619 X 11132827 12085672 11132827 12085672 16123812 18073291 X 560865 391980 X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 0 0 1 5987 5987 0 PART II-B, LINE 1: A PORTION OF THE MEMBERSHIP DUES PAID TO THE MONTANA HOSPITAL ASSOCIATION IS ATTRIBUTABLE TO LOBBYING EFFORTS BY THAT ASSOCIATION. 61138 61138 3804000 2342660 1461340 5217705 3043986 2173719 121610 83385 38225 3734422 DUE FROM THIRD PARTIES 2370705 2370705 DUE TO AFFILIATES 4460341 4460341 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 0 1 1 41584 41584 0.00360 2061957 1888975 172982 0.01490 2103541 1888975 214566 0.01850 1070149 918119 152030 0.01310 1070149 918119 152030 0.01310 3173690 2807094 366596 0.03160 0 0 5060251 3385017 1675234 X 1 1 1 1 LOGAN HEALTH - CHESTER 315 W MADISON CHESTER MT 59522 HTTPS://WWW.LOGAN.ORG/LOGAN-HEALTH-CHE X X X LEVEL 4 TRAUMA CENTER LOGAN HEALTH - CHESTER 1 0 0 1 X X X X X X X X X 24 1 0 0 1 X WWW.LOGAN.ORG/WP-CONTENT/UPLOADS/2024/05/CHESTER_2024_CHNA_FINAL.PDF X 1 24 1 WWW.LOGAN.ORG/WP-CONTENT/UPLOADS/2024/05/LHCH-IP-REPORT_2024.PDF 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 - CHESTER PART V, SECTION B, LINE 5: A STEERING COMMITTEE WAS CONVENED TO ASSIST LOGAN HEALTH CHESTER IN CONDUCTING THE COMMUNITY HEALTH SERVICES DEVELOPMENT (CHSD). A DIVERSE GROUP OF COMMUNITY MEMBERS REPRESENTING VARIOUS ORGANIZATIONS AND POPULATIONS WITHIN THE COMMUNITY (EX. ELDERLY, YOUNG FAMILIES, UNINSURED) CAME TOGETHER IN OCTOBER 2023. THE STEERING COMMITTEE MET TWICE DURING THE CHSD PROCESS; FIRST TO DISCUSS HEALTH CONCERNS IN THE COMMUNITY AND OFFER THEIR PERSPECTIVE IN DESIGNING THE SURVEY INSTRUMENT, AND AGAIN TO REVIEW RESULTS OF THE CHNA AND TO ASSIST IN THE PRIORITIZATION OF HEALTH NEEDS.IN NOVEMBER 2023, SURVEYS WERE MAILED OUT TO THE RESIDENTS IN LIBERTY COUNTY, MONTANA. SURVEY RESPONDENTS HAD THE ABILITY TO COMPLETE THE SURVEY MAILED TO THEM, OR VIA AN ONLINE SURVEY HOSTED AT MONTANA STATE UNIVERSITY'S HELPS LAB WEB PORTAL. THE SURVEY WAS BASED ON A DESIGN THAT HAS BEEN USED EXTENSIVELY IN THE STATES OF WASHINGTON, WYOMING, ALASKA, MONTANA, AND IDAHO. THE SURVEY WAS DESIGNED TO PROVIDE EACH FACILITY WITH INFORMATION FROM LOCAL RESIDENTS REGARDING:*DEMOGRAPHICS OF RESPONDENTS *HOSPITALS, PRIMARY CARE PROVIDERS, AND SPECIALISTS USED, PLUS REASONS FOR SELECTION *LOCAL HEALTHCARE PROVIDER USAGE *SERVICES PREFERRED LOCALLY *PERCEPTION AND SATISFACTION OF LOCAL HEALTHCARE LOGAN HEALTH - CHESTER PART V, SECTION B, LINE 11: THE PRIORITIZED HEALTH NEEDS, AS DETERMINED THROUGH THE ASSESSMENT PROCESS AND WHICH THE FACILITY WILL BE ADDRESSING, RELATE TO THE FOLLOWING HEALTHCARE ISSUES: ACCESS TO HEALTHCARE AND RESOURCES *RECRUIT HEALTHCARE PROFESSIONALS TO CONTINUE PROVIDING HIGH QUALITY CARE TO LIBERTY COUNTY RESIDENTS. *EXPLORE STRATEGIES TO ENGAGE WITH COMMUNITY TO ENHANCE COMMUNITY INVOLVEMENT IN THE RECRUITMENT PROCESS OF HEALTHCARE PROFESSIONALS. *DEVELOP A PLAN TO ENHANCE THE TRANSITION OF HEALTHCARE PROFESSIONALS AND THEIR FAMILIES INTO THE COMMUNITY. *ENHANCE OUTREACH AND EDUCATION EFFORTS RELATED TO PRIMARY CARE SERVICES. ASSESS BEST OUTREACH MODALITIES AND EXPLORE EXPANDING WEBSITE AND SOCIAL MEDIA EFFORTS.*EXPAND CLINIC WORKFORCE TO INCLUDE A FEMALE PROVIDER. BEHAVIORAL HEALTH *EXPLORE MORH/AHEC'S BEHAVIORAL HEALTH TRAININGS PERTINENT TO LHCH STAFF AND AREA PROVIDERS IN ENHANCING MENTAL AND BEHAVIORAL HEALTH SKILLS, KNOWLEDGE, AND TRAINING (HTTP://HEALTHINFO.MONTANA.EDU/BHWET/TRAININGS.HTML).*CONTINUE PARTICIPATION AND SUPPORT OF LOCAL MENTAL HEALTH ADVISORY COUNCIL BY ENHANCING COLLABORATION AND COORDINATION OF MENTAL HEALTH ACTIVITIES IN LIBERTY COUNTY.*IMPLEMENT A CRISIS INTERVENTION PROGRAM IN EMERGENCY DEPARTMENT IN PARTNERSHIP WITH LOGAN HEALTH PATHWAYS. *PARTNER WITH LOCAL BEHAVIORAL HEALTH PROVIDERS (MANY RIVERS WHOLE HEALTH AND LOGAN HEALTH SHELBY) TO ENHANCE BEHAVIORAL HEALTH REFERRALS AND MEDICATION MANAGEMENT.OUTREACH AND EDUCATION*CONTINUE PROVIDING AND EXPANDING LOGAN HEALTH CHESTER STAFF PARTICIPATION IN COMMUNITY GROUPS/COALITIONS THAT SUPPORT HEALTH IN AREA HI-LINE COMMUNITIES (MENTAL HEALTH BOARD, ADULT PROTECTION SERVICES BOARD, CHILD PROTECTIVE SERVICES BOARD, BOARD OF HEALTH, LEPC, HEALTHY LIBERTY COUNTY, RE-ACT). *EXPLORE AND ENHANCE OPPORTUNITIES TO SUPPORT AND PARTNER FOR COMMUNITY HEALTH AND WELLNESS EVENTS THAT ENCOURAGE HEALTHY LIFESTYLES (I.E., FUN RUNS, GENERAL WELLNESS PROGRAMMING OUTREACH, ETC.).*DEVELOP SENIOR EDUCATIONAL OFFERING PROVIDING SENIOR HEALTH PROGRAMMING AND OUTREACH WITH SENIOR CENTER AND THE LODGE SUCH AS LIVING WILL, ADVANCE DIRECTIVES, POLST AMONG OTHERS IN PARTNERSHIP WITH FITNESS XPRESS AND LOCAL PUBLIC HEALTH DEPARTMENT. *IMPLEMENT THE STEADI CDC FALL PREVENTION PROGRAM TO PROMOTE SENIOR WELLNESS. *DETERMINE FEASIBILITY OF IMPLEMENTING A HOME HEALTH/VISITING NURSE SERVICE THOUGH THE RURAL HEALTH CLINIC. LOGAN HEALTH - CHESTER 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 - CHESTER 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 1 1 - LOGAN HEALTH CHESTER ASSISTED LIVING FAC 111 6TH ST W CHESTER MT 59522 ASSISTED LIVING 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 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: THE MEDICARE REVENUE AND COSTS ARE FROM THE MEDICARE COST REPORT. DEPENDING ON THE TIMING OF DEDUCTIONS AND RECEIPTS FOR MEDICARE REIMBURSEMENT, THERE MAY BE AN OVERAGE OR SHORTFALL IN ANY YEAR. SINCE THIS TENDS TO OFFSET ITSELF IN THE SUBSEQUENT YEAR, NONE OF THE SHORTFALL IS TREATED AS A COMMUNITY BENEFIT. 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: HOSPITAL PARTICIPATES IN COMMUNITY NEEDS ASSESSMENT IN COOPERATION WITH MT OFFICE OF RURAL HEALTH. PART VI, LINE 3: HOSPITAL'S FINANCIAL COUNSELOR MAILS INFORMATION TO THE PATIENTS. SHE IS ALSO AVAILABLE BY APPOINTMENT TO HELP WITH ANY PAPERWORK TO DETERMINE IF THE PATIENT IS ELIGIBLE BY FEDERAL POVERTY GUIDELINES TO QUALIFY FOR FINANCIAL ASSISTANCE. THE CLINIC'S PATIENT NAVIGATOR MEETS FACE TO FACE WITH PATIENTS AND ASSISTS THEM WITH THE PROPER PAPERWORK TO OBTAIN DRUGS AT NO COST FROM PHARMACEUTICAL COMPANIES. PATIENTS ARE REFERRED TO COVER MONTANA FOR THE HEALTHY MONTANA KIDS PROGRAM. PART VI, LINE 4: HOSPITAL IS A 25 BED CAH BASED IN CHESTER, LIBERTY COUNTY, MT. SERVICE AREA IS 1,430 SQUARE MILES. COUNTY IS A FRONTIER COMMUNITY LOCATED IN NORTHCENTRAL MT WITH A POPULATION DENSITY OF 1.4/SQUARE MILE. THE TOWN POPULATION OF CHESTER IS 840 AND THE COUNTY POPULATION IS 1,972, BUT THE HOSPITAL SERVES APPROXIMATELY 2,500 PEOPLE. LIBERTY COUNTY IS DESIGNATED AS A MEDICALLY UNDERSERVED AREA AS WELL AS A PRIMARY CARE HEALTH PROFESSIONAL SHORTAGE AREA. 21.2% OF RESIDENTS ARE AT OR BELOW 200% FPL AND 16.1% ARE AT OR BELOW 100% FPL. PART VI, LINE 5: LOGAN HEALTH - CHESTER IS A 25-BED CRITICAL ACCESS HOSPITAL THAT SERVES COMMUNITIES ALONG MONTANA'S HI-LINE. EMERGENCY SERVICES ARE AVAILABLE 24/7 AND WE ARE DESIGNATED AS A TRAUMA RECEIVING FACILITY BY THE STATE OF MONTANA. 20 OF OUR BEDS ARE CONSIDERED NON-SKILLED BEDS (LONG TERM). THE REMAINING BEDS ARE RESERVED FOR INPATIENTS OR SKILLED PATIENTS. SKILLED PATIENTS ARE THOSE THAT REQUIRE SKILLED SERVICES SUCH AS PHYSICAL AND/OR OCCUPATIONAL THERAPY AFTER A SERIOUS ILLNESS OR SURGERY. WE HAVE 4 ADDITIONAL BEDS THAT MAY BE USED AS OBSERVATION BEDS FOR THOSE PATIENTS JUST NEEDING AN OVERNIGHT STAY. WE OFFER COLONOSCOPIES, ECHOCARDIOGRAMS, PHYSICAL AND OCCUPATIONAL THERAPY. LOGAN HEALTH CHESTER ALSO OFFERS FULL LAB AND RADIOLOGY SERVICES INCLUDING MRI, CT, ULTRASOUND, DEXA SCANS AND MAMMOGRAMS. LOGAN HEALTH CHESTER IS DEDICATED TO QUALITY AND REMARKABLE CARE FOR EVERY PERSON, EVERY DAY.THE BOARD OF DIRECTORS IS COMPRISED OF COMMUNITY MEMBERS THROUGHOUT LIBERTY 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. PART VI, LINE 7, REPORTS FILED WITH STATES MT 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 DANIEL DAVIS MD TRUSTEE 0 926575 0 0 0 1303 0 20700 0 16712 0 965290 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 CHERIE TAYLOR PRESIDENT, LOGAN HEALTH-CUT BANK 0 204381 0 12782 0 1405 0 13726 0 16444 0 248738 0 0 DARREN YOUNG ADVANCED PRATICE PROVIDER 158816 0 5000 0 394 0 10102 0 16285 0 190597 0 0 0 DARIN SIPES DIRECTOR OF NURSING 120321 0 11970 0 798 0 8566 0 15094 0 156749 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 IX, LINE 11G CONTRACT LABOR: PROGRAM SERVICE EXPENSES 1,228,159. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,228,159. LOCUM PROVIDERS: PROGRAM SERVICE EXPENSES 129,382. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 129,382. PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 65,288. MANAGEMENT AND GENERAL EXPENSES 30,210. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 95,498. PURCHASED SERVICES: PROGRAM SERVICE EXPENSES 302,428. MANAGEMENT AND GENERAL EXPENSES 37,265. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 339,693. FORM 990, PART XI, LINE 9: TRANSFER FROM AFFILIATE 391,980. 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 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 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 0 1 0 1 1 0 0 0