2025-11-14T08:58:26-06:00 2024-12-31 390859910 BAKER TILLY ADVISORY GROUP LP 20 STANWIX STREET PITTSBURGH PA 15222 990 2024-01-01 810530457 LOGAN HEALTH - CUT BANK 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 14421949 0 X LOGAN.ORG X 2001 MT LOGAN HEALTH - CUT BANK PROVIDES QUALITY HEALTHCARE THAT SERVES OUR COMMUNITIES IN A PRIVATE, SAFE, AND CARING ENVIRONMENT. 10 9 94 9 0 0 385288 113860 9021592 14289612 6802 13134 6746 5343 9420428 14421949 500 61000 0 0 5186224 7071259 0 0 0 4097544 6088710 9284268 13220969 136160 1200980 11576728 13802530 3003777 3386786 8572951 10415744 LOGAN HEALTH - CUT BANK PROVIDES QUALITY HEALTHCARE THAT SERVES OUR COMMUNITIES IN A PRIVATE, SAFE, AND CARING ENVIRONMENT. 0 0 12092770 61000 14289612 LOGAN HEALTH CUT BANK IS A 20-BED 501(C)(3), NON-PROFIT COMMUNITY CRITICAL ACCESS HOSPITAL LOCATED IN CUT BANK, MONTANA. THE HOSPITAL SERVES GLACIER COUNTY AND SURROUNDING COMMUNITIES PROVIDING EMERGENCY CARE, ACUTE CARE, SKILLED SWING BED SERVICES, OUTPATIENT DIAGNOSTIC AND THERAPY SERVICES, PRIMARY CARE, ENDOSCOPY AND OTHER SERVICES. 12092770 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 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 2 0 94 1 0 0 0 0 0 0 0 0 0 0 X 10 9 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 HENRY CLAY MD TRUSTEE 50.00 X 353348 0 36526 RICK BILLMAN CHAIR 2.00 X X 0 0 0 GAIL DAVIS VICE CHAIR 2.00 X X 0 0 0 RICHARD GANNON TRUSTEE 1.00 X 0 0 0 MARK HAEMIG DDS TRUSTEE 1.00 X 0 0 0 JOYCE LEWIS TRUSTEE 1.00 X 0 0 0 STEVE LOWERY TRUSTEE 1.00 X 0 0 0 LINDA LUTHER TRUSTEE 1.00 X 0 0 0 CHELSEY BROWN TRUSTEE 1.00 X 0 0 0 BRIAN SUTTLE TRUSTEE 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 CHERIE TAYLOR PRESIDENT 50.00 X 218568 0 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 RYNDEE HAMILTON PHARMACY DIRECTOR 50.00 X 266606 0 30584 BOBBY LUCAS NURSE PRACTITIONER 50.00 X 205717 0 12358 CRYSTAL LOSING DIRECTOR OF NURSING 50.00 X 136276 0 26250 SUSIE ORCUTT-BEALS ACUTE CARE REGISTERED NURSE 50.00 X 130175 0 19519 TANYA BARNES ACUTE CARE REGISTERED NURSE 50.00 X 124203 0 24435 1434893 8259719 461610 15 0 1 0 0 106496 7364 113860 MEDICAL SERVICE REVENUE 621110 13802324 13802324 OTHER PATIENT REVENUE 456110 340829 340829 PHARMACY REVENUE 621990 146459 146459 14289612 13134 13134 5343 0 5343 5343 5343 14421949 14289612 0 18477 X 60000 60000 1000 1000 5583482 5113830 469652 346116 285160 60956 845979 744939 101040 295682 264543 31139 58944 58944 1482662 1448910 33752 8274 3342 4932 31261 25391 5870 240457 215569 24888 80186 70558 9628 23694 23694 336264 327762 8502 38397 33003 5394 ALLOCATED EXPENSES 1274065 1133918 140147 MEDICAL SUPPLIES 770165 770165 REPAIRS AND MAINTENANCE 752933 752933 BAD DEBTS 585954 585954 405454 255793 149661 13220969 12092770 1128199 0 5258460 6338417 1403489 1755954 221777 262365 173349 397874 7238013 4216228 2881284 3021785 47576 51244 1590793 1974891 11576728 13802530 1368102 1658201 1635675 1728585 3003777 3386786 X 8572951 10415744 8572951 10415744 11576728 13802530 X 1200980 641813 X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 0 0 0 0 1 0 1 4264 4264 0 PART II-B, LINE 1: A PORTION OF THE MEMBERSHIP DUES PAID TO THE AMERICAN HOSPITAL ASSOCIATION AND THE MONTANA HOSPITAL ASSOCIATION IS ATTRIBUTABLE TO LOBBYING EFFORTS BY THAT ASSOCIATION. 103161 103161 1431068 474713 956355 4544574 3361767 1182807 1159210 379748 779462 3021785 DUE FROM THIRD PARTIES 1974891 1974891 DUE TO AFFILIATES 1728585 1728585 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 175385 175385 0.01390 4082766 4082766 4258151 4082766 175385 0.01390 184087 18500 165587 0.01310 1434677 1121559 313118 0.02480 1618764 1140059 478705 0.03790 5876915 5222825 654090 0.05180 0 585954 3047910 2851785 196125 X 1 1 1 1 LOGAN HEALTH - CUT BANK 802 2ND ST SE CUT BANK MT 59427 LOGAN.ORG/CUTBANK 13337 X X X X LOGAN HEALTH - CUT BANK 1 0 0 1 X X X X X X X X X 24 1 0 1 1 X WWW.LOGAN.ORG/WP-CONTENT/UPLOADS/2024/09/IP-REPORT_LHCB_2024_FINAL.PDF X 1 24 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 - CUT BANK PART V, SECTION B, LINE 5: A STEERING COMMITTEE WAS CONVENED TO ASSIST LOGAN HEALTH CUT BANK IN CONDUCTING THE COMMUNITY HEALTH SERVICES DEVELOPMENT (CHSD) PROJECT. A DIVERSE GROUP OF COMMUNITY MEMBERS REPRESENTING VARIOUS ORGANIZATIONS AND POPULATIONS WITHIN THE COMMUNITY (EX. PUBLIC HEALTH, ELDERLY, UNINSURED) CAME TOGETHER IN JANUARY 2024. FOR A LIST OF ALL STEERING COMMITTEE MEMBERS AND THEIR AFFILIATIONS, SEE APPENDIX A OF THE CHNA. 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. LOGAN HEALTH - CUT BANK PART V, SECTION B, LINE 6B: GLACIER COUNTY HEALTH DEPARTMENT LOGAN HEALTH - CUT BANK PART V, SECTION B, LINE 11: GOAL 1: LEVERAGE COMMUNITY PARTNERSHIPS TO INCREASE ACCESS TO HEALTHCARE SERVICES. ENHANCE COLLABORATION EFFORTS AMONG AREA PARTNERS. CONTINUE PARTNERSHIP WITH LOCAL SCHOOLS AND CONTINUE PARTNERSHIPS WITH LOCAL HOUSING COALITION, EMERGENCY PREPAREDNESS, CRISIS COALITION, AND SENIOR CENTER TO ENHANCE RELATIONSHIPS AND RESOURCES WITHIN GLACIER COUNTY. COLLABORATE WITH LOCAL PUBLIC HEALTH AND OTHER HEALTHCARE ENTITIES.GOAL 2: INCREASE COMMUNITY KNOWLEDGE OF HOSPITAL AND COMMUNITY SERVICES. DESIGN QR CODE STICKER CAMPAIGN TO SHARE INFORMATION ABOUT AVAILABLE SERVICES AT LOGAN HEALTH- CUT BANK. EXPLORE OPPORTUNITIES TO OFFER ADDITIONAL PREVENTATIVE SCREENINGS. DETERMINE THE FEASIBILITY OF RE-ESTABLISHING A MAMMOGRAM PROGRAM FOR TRIBAL MEMBERS.GOAL 3: INCREASE ACCESS TO PRIMARY AND SPECIALTY CARE IN GLACIER COUNTY. DETERMINE THE FEASIBILITY OF EXPANDING SCHOOL-BASED CLINIC HOURS. DETERMINE THE FEASIBILITY OF IMPLEMENTING A PATIENT CARE NAVIGATION/COORDINATION PROGRAM. CONTINUE RECRUITMENT EFFORTS TO EXPAND PRIMARY CARE WORKFORCE AND ACCESS TO PRIMARY CARE SERVICES.GOAL 4: ENSURE CONTINUED ACCESS TO MENTAL AND BEHAVIORAL HEALTH RESOURCES AND SERVICES. INCREASE AVAILABLE RESOURCES RELATING TO MENTAL AND BEHAVIORAL HEALTH THROUGH AUGMENTING PARTNERSHIPS AND SUPPORTING EXISTING COMMUNITY ORGANIZATIONS. CONTINUE TO RECRUIT A MENTAL HEALTH PROFESSIONAL TO SUPPORT BEHAVIORAL HEALTH SERVICES AT LOGAN HEALTH CUT BANK. EVALUATE THE FEASIBILITY OF HIRING A LICENSED ADDICTION COUNSELOR AT LOGAN HEALTH CUT BANK. LOGAN HEALTH - CUT BANK 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 - CUT BANK 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 $ 585,954. PART II, COMMUNITY BUILDING ACTIVITIES: THE ORGANIZATION PROMOTES THE COMMUNITY'S HEALTH BY PARTICIPATING IN ANNUAL HEALTH FAIRS THAT ENCOMPASS ALL AREAS OF WELLNESS INCLUDING DIABETES SCREENING, BONE DENSITY, AND BLOOD PRESSURE CHECKS. THROUGHOUT THE YEAR, THE ORGANIZATION DOES FREE BLOOD PRESSURE CHECKS AND PARTICIPATES IN A FREE PHYSICAL THERAPY EQUIPMENT LOAN PROGRAM TO ASSIST WITH REHABILITATION AT HOME. 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: MEDICARE ALLOWABLE COST IS BASED ON THE MEDICARE COST REPORT. THE MEDICARE COST REPORT IS COMPLETED BASED ON THE RULES AND REGULATIONS SET FORTH BY CMS. 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: A STEERING COMMITTEE WAS CONVENED TO ASSIST NORTHERN ROCKIES MEDICAL CENTER INC D/B/A LOGAN HEALTH - CUT BANK IN CONDUCTING A COMMUNITY HEALTH NEEDS ASSESSMENT. A DIVERSE GROUP OF COMMUNITY MEMBERS REPRESENTING VARIOUS ORGANIZATIONS AND POPULATIONS WITHIN THE COMMUNITY. (EX. PUBLIC HEALTH, AND THE UNDERSERVED - LOW INCOME, UNDERINSURED, ELDERLY, YOUTH, AND TRIBAL/AMERICAN INDIAN) CAME TOGETHER IN JANUARY 2024. THE GROUP INCLUDED A MEMBERS OF THE GLACIER COUNTY HEALTH DEPARTMENT, GLACIER COMMUNITY HEALTH CENTER, GLACIER CARE CENTER, PASTORAL COUNCIL, CUT BANK TRAILS, OPPORTUNITIES INC, AND EMPLOYEES OF NORTHERN ROCKIES MEDICAL CENTER INC D/B/A LOGAN HEALTH - CUT BANK (CEO, CFO, COMMUNITY HEALTH IMP SPECIALIST, DIRECTOR OF ACUTE CARE SERVICES), ETC. PART VI, LINE 3: THE ORGANIZATION'S SELF-PAY PATIENT REPRESENTATIVE WORKS WITH THE PATIENT TO DETERMINE ELIGIBILITY FOR FEDERAL, STATE, OR LOCAL PROGRAMS FOR WHICH THEY MAY QUALIFY. THEY WORK WITH THE PATIENT ONE-ON-ONE TO QUALIFY THE PATIENT FOR ANY ELIGIBLE CHARITY-CARE PROGRAM. PART VI, LINE 4: LOGAN HEALTH CUT BANK (LHCB), FORMERLY NORTHERN ROCKIES MEDICAL CENTER, IS A 20-BED NONPROFIT CRITICAL ACCESS HOSPITAL (CAH) AND RURAL HEALTH CLINIC BASED IN CUT BANK, MONTANA. LOGAN HEALTH CUT BANK SERVES GLACIER COUNTY OF JUST UNDER 3,000 SQUARE MILES AND PROVIDES MEDICAL SERVICES TO A SERVICE POPULATION OF APPROXIMATELY 13,780 PEOPLE. GLACIER COUNTY, LOCATED IN NORTHWESTERN MONTANA, IS GEOGRAPHICALLY AND CULTURALLY DIVERSE AND INCLUDES BOTH GLACIER NATIONAL PARK AS WELL AS THE BLACKFEET INDIAN RESERVATION. PART VI, LINE 5: LOGAN HEALTH CUT BANK IS A 20-BED 501(C)(3), NON-PROFIT COMMUNITY CRITICAL ACCESS HOSPITAL LOCATED IN CUT BANK, MONTANA. THE HOSPITAL SERVES GLACIER COUNTY AND SURROUNDING COMMUNITIES PROVIDING EMERGENCY CARE, ACUTE CARE, LABORATORY SERVICES, IMAGING SERVICES, REHABILITATION, SKILLED SWING BED, MOBILE MRI, MAMMO AND DEXA, GI SCOPES, NURSING OUTPATIENT SERVICES AND MORE.THE BOARD OF DIRECTORS IS COMPRISED OF COMMUNITY MEMBERS THROUGHOUT GLACIER 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 0 CUT BANK SCHOOL DISTRICT 101 3RD AVE SE CUT BANK MT 59427 GOVERNMENTAL ORG 60000 0 TO FUND THE SCHOOL NURSE AT THE LOCAL SCHOOL SYSTEM 1 X 1 1 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 14138 0 17784 0 465084 0 0 HENRY CLAY MD TRUSTEE 342466 0 10000 0 882 0 19035 0 17491 0 389874 0 0 0 RYNDEE HAMILTON PHARMACY DIRECTOR 190709 0 49229 0 26668 0 16161 0 14423 0 297190 0 0 0 CHERIE TAYLOR PRESIDENT 204381 0 12782 0 1405 0 13726 0 16444 0 248738 0 0 0 BOBBY LUCAS NURSE PRACTITIONER 193358 0 11800 0 559 0 12310 0 48 0 218075 0 0 0 CRYSTAL LOSING DIRECTOR OF NURSING 125825 0 4782 0 5669 0 8678 0 17572 0 162526 0 0 0 PART I, LINE 1A FIRST CLASS OR CHARTER TRAVEL. LOGAN HEALTH ONLY PROVIDES FIRST CLASS TRAVEL PAID WITH POINTS. CHARTER TRAVEL IS UTILIZED FOR THESE INDIVIDUALS WHEN A GROUP IS FLYING TOGETHER TO A CONFERENCE OR MEETING AND IT IS LESS EXPENSIVE THAN FLYING COMMERCIAL OR NO COMMERCIAL FLIGHT IS AVAILABLE. THIS WAS NOT INCLUDED AS TAXABLE COMPENSATION AS IT WAS BUSINESS RELATED. 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. 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. FORM 990, PART IX, LINE 11G PURCHASED SERVICES: PROGRAM SERVICE EXPENSES 621,539. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 621,539. CONTRACT LABOR: PROGRAM SERVICE EXPENSES 551,664. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 551,664. LOCUM PROVIDERS: PROGRAM SERVICE EXPENSES 260,907. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 260,907. PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 14,800. MANAGEMENT AND GENERAL EXPENSES 33,752. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 48,552. FORM 990, PART XI, LINE 9: TRANSFER FROM AFFILIATES 641,813. 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 - 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 1 1 0 0 0 0 0 0 0 0 0 1 0 0 1 0 0 0