2025-11-14T08:52:14-06:00 2024-12-31 390859910 BAKER TILLY ADVISORY GROUP LP 20 STANWIX STREET PITTSBURGH PA 15222 990 2024-01-01 810247969 LOGAN HEALTH - WHITEFISH LOGA 4067515759 1600 HOSPITAL WAY WHITEFISH MT 59937 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 1600 HOSPITAL WAY WHITEFISH MT 59937 122954124 0 X LOGAN.ORG X 1955 MT LOGAN HEALTH WHITEFISH IS A 501(C)(3), NON-PROFIT COMMUNITY CRITICAL ACCESS HOSPITAL LOCATED IN WHITEFISH, MONTANA. THE HOSPITAL AND ITS OUTREACH CLINICS SERVE FLATHEAD AND LINCOLN COUNTIES, PROVIDING EMERGENCY CARE, ACUTE AND CRITICAL CARE SERVICES, BIRTHING SERVICES, VARIOUS DIAGNOSTIC AND THERAPY SERVICES, PRIMARY CARE, BEHAVIORAL HEALTH, SURGICAL AND OTHER SERVICES. 9 7 562 7 2981782 43661 287282 76865 85650560 115254057 1329370 3006293 2046254 4616909 89313466 122954124 3230 0 0 0 34820945 45360137 0 0 0 39019813 57525588 73843988 102885725 15469478 20068399 160258107 172064997 33398374 23580606 126859733 148484391 X LOGAN HEALTH WHITEFISH IS A 501(C)(3), NON-PROFIT COMMUNITY CRITICAL ACCESS HOSPITAL LOCATED IN WHITEFISH, MONTANA. THE HOSPITAL AND ITS OUTREACH CLINICS SERVE FLATHEAD AND LINCOLN COUNTIES, PROVIDING EMERGENCY CARE, ACUTE AND CRITICAL CARE SERVICES, BIRTHING SERVICES, VARIOUS DIAGNOSTIC AND THERAPY SERVICES, PRIMARY CARE, BEHAVIORAL HEALTH, SURGICAL AND OTHER SERVICES. 0 0 72894328 116770232 OPERATING A 25 BED ACUTE CARE HOSPITAL WHICH PROVIDES EMERGENCY, INPATIENT, OUTPATIENT, ACUTE CARE AND SUBACUTE SERVICES IN HOSPITAL AND CLINIC SETTINGS. 72894328 1 1 0 1 0 0 0 0 0 1 1 0 0 0 1 1 0 1 0 0 0 0 0 0 0 0 1 1 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 1 67 0 562 1 1 1 0 0 0 0 0 0 0 0 0 X 9 7 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 DAVID DITTMAN CHAIR 2.00 X X 0 0 0 TORI REICH VICE CHAIR 2.00 1.00 X X 0 0 0 LIN AKEY MEMBER 1.00 X 0 0 0 AMY MAY SECRETARY 1.00 X X 0 0 0 BENJAMIN WARD MD MEMBER 1.00 49.00 X 0 1554897 36965 EDWARD STEIN MD MEMBER 50.00 X 0 273421 33477 MIRNA BOWDEN MD MEMBER 1.00 X 0 0 0 JOHN MANUEL MEMBER 1.00 X 0 0 0 JOSEPH REGER MEMBER 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) 5.00 55.00 X 0 1947782 5974 KEVIN ABEL CEO 10.00 50.00 X 148465 837886 38583 BRIGID BURKE CFO 1.00 59.00 X 0 433162 31922 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 RYAN GUNLIKSON MD PHYSICIAN 50.00 X 418063 0 37981 JOHN MUIR MD PHYSICIAN 50.00 X 334427 0 34542 AMY DEAR-RUEL MD PHYSICIAN 50.00 X 309680 0 35633 JONATHAN AMICK DO CHIEF MEDICAL OFFICER 50.00 X 378145 0 34559 RUTH MYERS MD PHYSICIAN 50.00 X 307931 0 35444 1896711 9939572 530369 76 0 1 0 NORTHERN ROCKIES ANESTHESIA CONSULTANTS PO BOX 24823 SEATTLE WA 98124 MEDICAL SERVICES 3328467 THOMAS MANAGEMENT LLC DBA THOMAS CUISINE 700 E FRANKLIN ROAD MERIDIAN ID 83642 FOOD SERVICES 1001802 INSPIRE MEDICAL SYSTEMS PO BOX 772377 DETROIT MI 48277 PURCHASED SERVICES 349300 CATHERINE H JACKSON DBA CJ'S CLEANI 639 HIGHWAY 2 EAST COLUMBIA FALLS MT 59912 CLEANING SERVICES 296666 EPICEMERGENCY PHYSICIANS INTERGRATED PO BOX 96348 OKLAHOMA CITY OK 73143 PURCHASED SERVICES 233159 8 76865 76865 MEDICAL SERVICE REVENUE 621990 115254057 115254057 115254057 2698769 2698769 118952 0 118952 118952 118952 306004 1520 0 0 306004 1520 307524 307524 RETAIL PHARMACY 456110 2937710 2937710 OTHER REVENUE 621990 1195696 1195696 CAFETERIA 722514 320479 320479 44072 44072 4497957 122954124 116770232 2981782 3125245 35644168 27194780 8449388 2027027 1374676 652351 5573676 3779920 1793756 2115266 1434518 680748 504107 285255 218852 8811461 5278685 3532776 17116 5960 11156 374429 374429 1141559 397515 744044 139068 48426 90642 411391 33930 377461 5122097 2407573 2714524 104998 36562 68436 MEDICAL SUPPLIES 16945780 16945780 ALLOCATED EXPENSES 11411491 3973719 7437772 BAD DEBTS 6268857 6268857 REPAIRS & MAINTENANCE 3018601 1051140 1967461 3254633 2002603 1252030 102885725 72894328 29991397 0 18785388 22624048 69965463 70329381 18705774 22164363 3939953 8949945 2568218 2738660 1552567 1685091 92616248 50779042 43102706 41837206 1405590 48856 232448 195256 0 1492191 160258107 172064997 9959976 10460295 12439224 9959309 10999174 3161002 33398374 23580606 X 126192806 148484391 666927 0 126859733 148484391 160258107 172064997 X 20068399 2770032 -1213773 X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 0 0 1 37196 37196 0 PART II-B, LINE 1: THE HOSPITAL DOES NOT DIRECTLY PERFORM LOBBYING ACTIVITIES BUT PAYS MEMBERSHIP DUES TO HOSPITAL ASSOCIATIONS, WHICH USE A PORTION OF SUCH DUES TO CARRY OUT LOBBYING ACTIVITIES. 666927 666927 833110 448559 -1995 610112 2635 666927 618442 425078 -125 210285 833110 658741 380919 6545 427763 618442 769792 479846 -2527 588370 658741 0 1 1 2421892 2421892 45780157 23295945 22484212 38617671 23681485 14936186 5796528 3801612 1994916 41837206 DUE TO CONTRACTUAL AGENCIES 2371470 RIGHT-OF-USE OPAERTING LEASE LIABILITY 504938 RIGHT-OF-USE FINANCE LEASE LIABILITY 284594 3161002 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 1 0 1 1 1200343 1200343 0.01240 9520289 9520289 10720632 9520289 1200343 0.01240 7444663 5297219 2147444 0.02220 7444663 5297219 2147444 0.02220 18165295 14817508 3347787 0.03460 0 6268857 14027722 18545771 -4518049 X 1 1 1 1 LOGAN HEALTH - WHITEFISH 1600 HOSPITAL WAY WHITEFISH MT 59937 LOGAN.ORG/LOGAN-HEALTH-WHITEFISH/ X X X X LOGAN HEALTH - WHITEFISH 1 0 0 1 X X X X X X X X 24 1 1 1 1 X WWW.LOGAN.ORG/COMMUNITY/COMMUNITY-HEALTH-NEEDS-ASSESSMENT/ 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 - WHITEFISH PART V, SECTION B, LINE 5: BETWEEN JANUARY 2024 AND AUGUST 2024, CRESCENDO CONSULTING GROUP ("CRESCENDO") WORKED IN COLLABORATION WITH LOGAN HEALTH, GREATER VALLEY HEALTH CENTER, AND FLATHEAD CITY-COUNTY HEALTH DEPARTMENT TO CONDUCT A COMMUNITY HEALTH NEEDS ASSESSMENT FOR FLATHEAD COUNTY. A COMBINATION OF QUANTITATIVE AND QUALITATIVE RESEARCH METHODS WAS USED TO EVALUATE PERSPECTIVES AND OPINIONS OF COMMUNITY STAKEHOLDERS.RESULTS OF THE MAJOR RESEARCH ACTIVITIES EMPLOYED IN THIS COMMUNITY HEALTH NEEDS ASSESSMENT INCLUDE SECONDARY DATA RESEARCH, COMMUNITY SURVEYING, CONDUCTING PRIMARY QUALITATIVE INTERVIEWS WITH STAKEHOLDERS AND IN FOCUS GROUPS, AND CONDUCTING A NEEDS PRIORITIZATION PROCESS, ALL OF WHICH ARE EXPLAINED IN MORE DETAIL BELOW.SECONDARY DATA ANALYSIS PROVIDED A CRITICAL INSIGHT INTO DEMOGRAPHICS OF FLATHEAD COUNTY, SOCIAL DETERMINANTS OF HEALTH, AND BEHAVIORAL HEALTH-RELATED MEASURES, AMONG MANY OTHERS. QUALITATIVE RESEARCH INCLUDED 21 ONE-ON-ONE STAKEHOLDER INTERVIEWS AND 12 FOCUS GROUPS, SPEAKING WITH A TOTAL OF APPROXIMATELY 50 PARTICIPANTS. A COMMUNITY SURVEY WAS CONDUCTED VIA SURVEYMONKEY TO EVALUATE AND ADDRESS HEALTHCARE, HOUSING, FOOD INSECURITY AND OTHER NEEDS, GAPS, AND RESOURCES IN THE COMMUNITY. THE SURVEY INCLUDED HIGH-LEVEL THEMES THAT EMERGED FROM SECONDARY DATA ANALYSIS, QUALITATIVE RESEARCH, AND OTHER RESEARCH ACTIVITIES. A TOTAL OF 380 VALID SURVEY RESPONSES WERE ANALYZED. AN ACCESS AUDIT PROVIDED INSIGHTS INTO ACCESS TO CARE BARRIERS AND CHALLENGES EXPERIENCED BY FLATHEAD COUNTY RESIDENTS WHEN ACCESSING SERVICES AND RESOURCES. THE NEEDS PRIORITIZATION PROCESS WAS HELD VIRTUALLY WITH THE PROJECT LEADERSHIP. CRESCENDO REVIEWED THE IDENTIFIED NEEDS AND DISCUSSED PRIORITIZED NEEDS BASED ON MAGNITUDE OF THE NEED, FEASIBILITY OF ADDRESSING THE NEED, AND SEVERITY OF THE NEED IF NOT ADDRESSED. LOGAN HEALTH - WHITEFISH PART V, SECTION B, LINE 6A: LOGAN HEALTH MEDICAL CENTER (FORMERLY KALISPELL REGIONAL MEDICAL CENTER) LOGAN HEALTH - WHITEFISH PART V, SECTION B, LINE 6B: THE FLATHEAD CITY-COUNTY HEALTH DEPARTMENTGREATER VALLEY HEALTH CENTER (PRIMARY CARE PROVIDER) LOGAN HEALTH - WHITEFISH PART V, SECTION B, LINE 11: AS A RESULT OF THE RESEARCH AND RECOMMENDATIONS THAT APPEARED IN THE 2024 FLATHEAD COUNTY, MT, COMMUNITY HEALTH NEEDS ASSESSMENT, (CHNA) AND FURTHER EXPLORATION WITH SERVICE LINE LEADERSHIP, STAFF, AND BOARD OF DIRECTORS, THE FOLLOWING STRATEGIES WILL GUIDE THE ORGANIZATIONS IN ADDRESSING THE COMMUNITY'S IDENTIFIED HEALTH NEEDS OVER THE NEXT THREE YEARS. THESE CHNA WAS APPROVED BY THE LOGAN HEALTH KALISPELL AND WHITEFISH BOARD OF DIRECTORS ON FEBRUARY 14, 2025.HIGH-LEVEL ACTION & PRIORITY AREAS IDENTIFIED BY CHNA TEAM: *SUBSTANCE USE PREVENTION AND SERVICES: DRUG AND SUBSTANCE USE TREATMENT SERVICESLIMITED OPTIONS; DRUG AND SUBSTANCE USE EDUCATION AND PREVENTION; BEHAVIORAL HEALTH STIGMA, ESPECIALLY SUBSTANCE USE; LACK OF CHILD/ADOLESCENT RESOURCES; LACK OF CASE MANAGEMENT.*MENTAL HEALTH SERVICES: MENTAL HEALTH CRISIS SERVICES; OUTPATIENT MENTAL HEALTH SERVICES FOR YOUTH; OUTPATIENT MENTAL HEALTH SERVICES FOR ADULTS; CASE MANAGEMENT, ESPECIALLY FOR BEHAVIORAL HEALTH; INPATIENT MENTAL HEALTH SERVICES; PROVIDERS NOT ACCEPTING INSURANCES; HIGH RATE OF SUICIDE.*BASIC NEEDS: AFFORDABLE HOUSING: FOOD INSECURITY: TRANSPORTATION, ESPECIALLY IN THE MORE RURAL COMMUNITIES THAT ALSO CONNECT TO KALISPELL; RESOURCES FOR THE UNHOUSED POPULATION, INCLUDING EMERGENCY AND TRANSITIONAL HOUSING; AFFORDABLE PRESCRIPTION MEDICATION; LIVABLE WAGE JOBS; COMMUNITY ACTIVITIES AND EVENTS TO REDUCE SOCIAL ISOLATION FOR ALL AGES.*MATURE ADULT SERVICES: DEMENTIA-FOCUSED CARE COORDINATION; CONTINUUM OF CARE OPTIONS FOR OLDER ADULTS, SUCH AS INDEPENDENT LIVING, ASSISTED LIVING, SKILLED NURSING FACILITIES; RESPITE CARE*CARE COORDINATION: CARE COORDINATION TO HELP PEOPLE NAVIGATE THE SYSTEM: IMPROVE COMMUNICATION AND ACCESS TO NOTES BETWEEN PROVIDERS WITHIN LOGAN HEALTH *ACCESS TO CARE: PRIMARY CARE; MORE PROVIDERS THAT ACCEPT MEDICAID, ESPECIALLY DENTAL AND BEHAVIORAL HEALTH; ACCEPTING NEW PATIENTS; WAIT TIMES; PROVIDER SHORTAGES; INSURANCE; COST; AND TRANSPORTATION.*CHRONIC DISEASE PREVENTION: DIABETES PREVENTION AND EDUCATION PROGRAMS; OBESITY PREVENTION, AWARENESS, AND CARE.*MISTRUST OF THE HEALTHCARE SYSTEM: LACK OF TRUST WITHIN THE HEALTH SYSTEM (BROADLY SPEAKING AND INCLUSIVE OF ALL PROVIDERS IN THE COMMUNITY) LOGAN HEALTH - WHITEFISH 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 - WHITEFISH 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 8 1 - LOGAN HEALTH PRIMARY CARE - EUREKA 304 OSLOSKI ROAD EUREKA MT 59917 OUTPATIENT CLINIC 2 - LOGAN HEALTH WALK-IN CARE - BASE LODGE 3840 BIG MOUNTAIN ROAD WHITEFISH MT 59937 OUTPATIENT CLINIC 3 - LOGAN HEALTH PRIMARY CARE - COLUMBIA FAL 1675 TALBOT ROAD COLUMBIA FALLS MT 59912 OUTPATIENT CLINIC 4 - LOGAN HEALTH WALK-IN CARE - WEST GLACIER 100 REA ROAD WEST GLACIER MT 59936 OUTPATIENT CLINIC 5 - LOGAN HEALTH REHABILITATION - COLUMBIA F 235 NUCLEUS AVENUE COLUMBIA FALLS MT 59912 OUTPATIENT CLINIC 6 - LOGAN HEALTH BEHAVIORAL HEALTH - WHITEFI 2004 HOSPITAL WAY WHITEFISH MT 59937 OUTPATIENT CLINIC 7 - LOGAN HEALTH REHABILITATION - EUREKA 1343 HIGHWAY 93 NORTH EUREKA MT 59917 OUTPATIENT CLINIC 8 - LOGAN HEALTH SURGICAL CLINIC - WHITEFISH 2000 HOSPITAL WAY WHITEFISH MT 59937 OUTPATIENT CLINIC 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 7G: THE HOSPITAL HAS NOT INCLUDED ANY COSTS ASSOCIATED WITH PHYSICIAN CLINICS AS SUBSIDIZED HEALTH SERVICES IN PART I, LINE 7G. 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 $ 6,268,857. PART II, COMMUNITY BUILDING ACTIVITIES: LEADERSHIP AT THE HOSPITAL ARE ACTIVE MEMBERS OF AREA CHAMBERS OF COMMERCE, UNITED WAY, EMERGENCY MEDICAL SERVICES BOARD, WHITEFISH AFFORDABLE HOUSING TASK FORCE, WHITEFISH HEALTHY COMMUNITIES COMMITTEE, MOUNTAIN PACIFIC SPECIAL IMPROVEMENT PROJECT ON CARE TRANSITIONS, AND MORE. IN ADDITION, THE HOSPITAL SPONSORS A STAFF MEMBER EACH YEAR TO ATTEND LEADERSHIP FLATHEAD: A TWO-YEAR LEADERSHIP TRAINING AND COMMUNITY COLLABORATION PROGRAM IN THE FLATHEAD VALLEY INCORPORATING LEADERSHIP IN A PROJECT THAT FULFILLS A NEED IN THE COMMUNITY. THE HOSPITAL MANAGEMENT AND STAFF HAVE DEVELOPED RELATIONSHIPS WITH AREA HIGH SCHOOLS, COLLEGES AND UNIVERSITIES TO PROMOTE HEALTHCARE RELATED FIELDS AND HOSTING INTERNS AND JOB SHADOWS. THE HOSPITAL HUMAN RESOURCES STAFF CONTRIBUTE TIME TO CAREER COUNSELING AND ARE ACTIVE PARTICIPANTS IN THE LOCAL CHAPTERS OF HOSA (HEALTHCARE OCCUPATION STUDENTS OF AMERICA) AND GRADUATION MATTERS. HOSPITAL STAFF PROVIDE A FORUM FOR THE PERFORMANCE IMPROVEMENT NETWORK, WHICH PROVIDES QUALITY ASSURANCE FOR FUTURE HEALTH CARE. WE PARTICIPATED IN HOSPITAL ACQUIRED INFECTION LEARNING AREA NETWORK THROUGH THE MOUNTAIN PACIFIC QUALITY IMPROVEMENT ORGANIZATION, AHA HOSPITAL ENGAGEMENT NETWORK, AND THE NATIONAL RURAL ACCOUNTABLE CARE ORGANIZATION PROMOTING CARE COORDINATION, PREVENTION AND WELLNESS.AN INCIDENT MANAGEMENT SYSTEM WITH HOSPITAL COMMAND CENTER IS ESTABLISHED AT THE HOSPITAL FOR EMERGENCY PREPAREDNESS. INTERNALLY, THE MEMBERS REGULARLY EXECUTE DRILLS AND REVIEW EMERGENCY MEASURES FOR IMPROVEMENT AS WELL AS ASSESS RESOURCE NEEDS. HOSPITAL REPRESENTATIVES PARTICIPATE IN A COALITION INCLUDING OTHER EMERGENCY, MEDICAL AND CITY/COUNTY SERVICES WHO MEET REGULARLY TO PREPARE FOR FLATHEAD VALLEY'S LARGER POTENTIAL DISASTERS. MANAGEMENT STAFF HAS OBTAINED ADVANCED TRAINING IN EMERGENCY COMMUNICATIONS EFFECTIVENESS, RESPONSE AND COORDINATION.QUALIFIED COMMUNITY BENEFITS UNDER THIS QUESTION:COMMUNITY SUPPORT DONATIONS (ACCOUNTED FOR IN CBISA UNDER CASH DONATIONS) - TO INTERMOUNTAIN INTEGRATED MENTAL HEALTH SERVICES, DRUG-FREE GRADUATION PARTY SPONSORSHIPS, SHEPHERD'S HAND FREE CLINIC, SCHOOL SPORTS AND BOOSTER CLUB ASSOCIATIONS, FINANCIAL SUPPORT FOR WINGS AND ALERT MEDICAL TRANSPORT HELICOPTER, UNITED WAY, SAVE A SISTER MAMMOGRAM INITIATIVE, RELAY FOR LIFE, SPECIAL OLYMPICS, PROSTATE CANCER AWARENESS FOUNDATION, FLATHEAD CANCER AID, FLATHEAD BREASTFEEDING COALITION, THE ALZHEIMER'S ASSOCIATION, AND MARCH OF DIMES.ECONOMIC DEVELOPMENT - MONTANA WEST ECONOMIC DEVELOPMENT, CHAMBER OF COMMERCE BOARDS AND COMMITTEES, WHITEFISH AFFORDABLE HOUSING TASK FORCE, LEADERSHIP FLATHEAD, WHITEFISH CONVENTION AND VISITOR BUREAU.WORKFORCE DEVELOPMENT - MENTORING AND JOB SHADOWING, CAREER COUNSELING, HEALTH OCCUPATIONS STUDENT ORGANIZATION, FLATHEAD VALLEY COMMUNITY COLLEGE NURSING PROGRAM, MONTANA STATE UNIVERSITY NURSING PROGRAM.COALITION BUILDING - PERFORMANCE IMPROVEMENT NETWORK, HEALTH OCCUPATIONS STUDENT ASSOCIATION, SUICIDE PREVENTION/INTERVENTION/POSTVENTION, COLLEGES FOR NURSING PROGRAMS, HEALTH PROVIDER PRECEPTORS AND MEETINGS, STUDENT RECRUITMENT, CRITICAL ACCESS NETWORK, CARE TRANSITIONS COALITION, HEALTHY COMMUNITIES COALITION, BEST BEGINNINGS EARLY CHILD DEVELOPMENT COALITION, AND DISASTER PREPAREDNESS.THE HOSPITAL CONTINUES TO SERVICE THE BEHAVIORAL HEALTH NEEDS OF THE COMMUNITY FOR PATIENTS OF ALL AGES THROUGH ITS LOGAN HEALTH BEHAVIORAL HEALTH WHITEFISH CLINIC, AND ITS INTEGRATED BEHAVIORAL HEALTH MODEL AT LOGAN HEALTH PRIMARY CARE COLUMBIA FALLS TALBOT. THOSE ALSO INCLUDE TIES TO SCHOOL BASED CLINICS IN COLUMBIA FALLS, WHITEFISH AND EUREKA. IT ALSO LAUNCHED LOGAN HEALTH BEHAVIORAL HEALTH - WHITEFISH, PROVIDING PSYCHIATRY FOR CHILDREN, ADOLESCENTS AND ADULTS. ADDICTION AND SUBSTANCE ABUSE COUNSELING, PLAY THERAPY FOR CHILDREN, AND SENIOR FOCUSED TREATMENTS WERE ADDED TO INCREASE REACH AND BREADTH OF SERVICES.LOGAN HEALTH GERIATRIC SPECIALTY SERVICES WAS ESTABLISHED IN 2013 TO PROVIDE GERIATRIC MEDICINE AND ASSESSMENT. THE MEDICAL STAFF PROVIDE CARE TO SENIORS IN LOCAL SENIOR LIVING FACILITIES AND COORDINATES CARE.LOGAN HEALTH SCHOOL BASED CLINIC IN COLUMBIA FALLS LAUNCHED IN SEPTEMBER 2016 TO IMPROVE ACCESS TO AFFORDABLE HEALTHCARE FOR HIGH SCHOOL STUDENTS AND STAFF. BOTH PHYSICAL AND MENTAL HEALTH SERVICES ARE PROVIDED ON SITE AT THE HIGH SCHOOL IN CONJUNCTION WITH THE SCHOOL NURSE. 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 THE 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: ANY MEDICARE ALLOWABLE COSTS OF PATIENT CARE SHORTFALLS ARE NOT COUNTED AS COMMUNITY BENEFIT. THESE ALLOWABLE COSTS ARE OBTAINED FROM THE MEDICARE COST REPORT FOR THE YEAR. 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: BOTH ON-GOING QUALITATIVE AND QUANTITATIVE FEEDBACK IS TAKEN INTO ACCOUNT TO ASSESS COMMUNITY HEALTH CARE NEEDS. A QUANTITATIVE AND QUALITATIVE NEEDS ASSESSMENT WAS CONDUCTED IN 2024, WITH ANALYSIS AND PUBLICATION COMPLETED IN 2025, TO GAIN INSIGHTS FROM AREA RESIDENTS AND COMMUNITY LEADERS AS TO THEIR HEALTHCARE ISSUES AND THEIR PERCEPTIONS REGARDING NEEDS IN THE COMMUNITY. HARD COPIES OF THE REPORT ARE AVAILABLE AND ALSO POSTED ON THE HOSPITAL WEBSITE AT THE FOLLOWING URL:LOGAN.ORG/COMMUNITY/COMMUNITY-HEALTH-NEEDS-ASSESSMENT/QUALITATIVE INFORMATION IS GAINED REGULARLY THROUGH PARTNERSHIPS WITH THE CITY GOVERNMENT, AREA SCHOOL DISTRICTS, FEDERAL AND LOCAL LEGISLATORS AND FLATHEAD CITY/COUNTY HEALTH DEPARTMENT. ADDITIONALLY, THE HOSPITAL'S PHYSICIANS AND EMPLOYEES PROVIDE FEEDBACK FROM THEIR EXPERIENCE ON THE JOB AND WITHIN THE COMMUNITY. WRITTEN FEEDBACK FROM THE COMMUNITY IS REQUESTED TO BE SENT TO THE COMMUNITY RELATIONS DEPARTMENT. THE HOSPITAL SPONSORED COMMUNITY EDUCATION PRESENTATIONS ARE FOLLOWED BY A REQUEST FOR FEEDBACK FROM ATTENDEES ON THE VALUE OF THE PRESENTATION AND THEIR INTEREST IN OTHER HEALTH TOPICS.THE HOSPITAL PARTICIPATED IN NRC AND PRESS GANEY INTERNATIONAL, THIRD-PARTY PATIENT FEEDBACK SYSTEMS. THE COMMENTS MADE WITHIN THIS PROCESS ARE REVIEWED AND CONSIDERED FOR NEW PROGRAMS BOTH IN THE COMMUNITY AND AT THE HOSPITAL. LIKEWISE, INFORMATION GAINED FROM THEHOSPITAL CONSUMER ASSESSMENT OF HEALTHCARE PROVIDERS AND SYSTEMS (HCAHPS) IS REVIEWED FOR OPPORTUNITIES TO ADDRESS COMMUNITY HEALTHCARE NEEDS. PART VI, LINE 3: COMMUNICATIONS TO THE PUBLIC ON FINANCIAL ASSISTANCE INCLUDES THE LOGAN HEALTH - WHITEFISH WEBSITE, FACILITY SIGNAGE, FINANCIAL COUNSELORS AND CERTIFIED APPLICATION COUNSELORS, PATIENT HANDBOOK, GUIDE TO YOUR BILL BROCHURE, AND PATIENT/VISITOR GUIDE. PATIENTS ARE OFTEN REFERRED TO APPLICABLE NON-PROFITS AND STATE CHARITY CARE SERVICES SUCH AS SAVE-A SISTER ORGANIZATION (AN ORGANIZATION THAT ASSISTS LOW INCOME WOMEN WITH FREE MAMMOGRAM SCREENINGS), CHIPS, MONTANA BREAST PROGRAM, SHEPHERD'S HAND FREE CLINIC AND FLATHEAD CITY-COUNTY HEALTH DEPARTMENT. NOTICES OF FINANCIAL AID AVAILABILITY ARE AVAILABLE AT THE FLATHEAD UNITED WAY COMMUNITY CENTER. PART VI, LINE 4: FLATHEAD COUNTY'S POPULATION HAS INCREASED 16.5% FROM 2010 TO 2022 AND IS ESTIMATED TO GROW ANOTHER 15.0% IN THE NEXT 10 YEARS, WHICH MAY IMPACT THE DEMANDS OF THE HEALTHCARE SYSTEM IN THE COUNTY.THE POPULATION UNDER AGE 18 IS COMPARABLE ACROSS THE COUNTY, STATE, AND NATION. HOWEVER, THE POPULATION AGED 65 AND OLDER IS PROPORTIONALLY LARGER IN FLATHEAD COUNTY THAN ON STATE- AND NATIONAL-LEVELS. THERE IS A COMPARABLE PROPORTION OF RESIDENTS IN FLATHEAD COUNTY THAT ARE LIVING WITH A DISABILITY THAN IN MONTANA AND THE U.S. FLATHEAD COUNTY HAS A SLIGHTLY HIGHER PERCENTAGE OF CHILDREN LIVING IN SINGLE-PARENT HOUSEHOLDS THAN THE STATE. PART VI, LINE 5: THE HOSPITAL PROVIDES RESOURCES AND FINANCIAL ASSISTANCE TO OTHER NON-PROFITS AND HEALTH-RELATED ENTITIES TO IMPROVE THE WELL-BEING OF THE COMMUNITY.THE HOSPITAL HAS BEEN INSTRUMENTAL IN PROVIDING RURAL AREAS WITH PRIMARY, WELLNESS AND WALK-IN CARE THROUGH CLINICS IN EUREKA AND COLUMBIA FALLS YEAR-ROUND AND SEASONALLY WHEN TOURISM DEFINES THE EXTRA NEED AT WHITEFISH MOUNTAIN RESORT AND WEST GLACIER.EUREKA CLINIC PROVIDES DIGITAL X-RAYS, CLIA-CERTIFIED LAB SERVICES AND ULTRASOUND; COLUMBIA FALLS OFFERS X-RAY AND LAB SERVICES. THE EUREKA AND COLUMBIA FALLS CLINICS ARE DESIGNATED RURAL HEALTH CLINICS PROVIDING A SLIDING FEE SCALE FOR THOSE FINANCIALLY QUALIFIED. SCHOOL BASED HEALTH CLINIC IN COLUMBIA FALLS HIGHSCHOOL PROVIDES PHYSICAL AND MENTAL HEALTH SERVICES FOR STUDENTS AND STAFF. THE SEASONAL CLINICS ARE OPEN DAILY IN THEIR RESPECTIVE LOCATIONS TO PROVIDE WELLNESS AND URGENT CARE TO AREA RESIDENTS AND VISITORS. AVAILABLE ARE PHARMACEUTICALS, DIGITAL X-RAYS AND CLIA-CERTIFIED LABS. IN HOSPITAL CLINICS, AS WELL AS THE HOSPITAL, THE PICTURE ARCHIVING COMPUTER SYSTEM (PACS) IS USED TO QUICKLY SHARE DATA WITH OTHER MEDICAL FACILITIES. ELECTRONIC MEDICAL RECORDS SYSTEM WAS LAUNCHED ON DECEMBER 9, 2013 WITH PATIENT PORTAL ACCESSIBLE VIA THE HOSPITAL WEBSITE IN MARCH 2014. INPATIENTS AND OUTPATIENTS RECEIVE A BROCHURE AND INSTRUCTIONS REGARDING THE PATIENT PORTAL WITH EACH ADMISSION. THE BROCHURE IS ALSO AVAILABLE ON THE WEBSITE.THE HOSPITAL HELPS SUPPORT THE SHEPHERD'S HAND FREE CLINIC IN WHITEFISH WITH FREE TESTING AND SERVICES THAT THE CLINIC IS UNABLE TO PROVIDE ON ITS OWN. MANY OF THE HOSPITAL PHYSICIANS AND NURSING STAFF VOLUNTEER THEIR OWN TIME CONTRIBUTING TO THIS CLINIC. THE HOSPITAL ALSO PROVIDED FINANCIAL AND PERSONNEL RESOURCES TO WINGS CANCER SUPPORT FOR RESIDENTS WHO NEED TO TRAVEL OUTSIDE OF THE AREA FOR MEDICAL SERVICES. THE HOSPITAL ALSO ASSISTS WITH SUPPORTING THE ALERT MEDICAL HELICOPTER. THE HOSPITAL DONATES TO PROGRAMS THAT ENCOURAGE CHILDREN TO LEAD POSITIVE LIVES, STAY IN SCHOOL, AND PARTICIPATE IN CONSTRUCTIVE ACTIVITIES THAT ARE DRUG AND ALCOHOL FREE. THESE INCLUDE CHILDREN'S SPORTS ASSOCIATIONS, SCHOOL BOOSTER CLUBS, HEALTH OCCUPATION STUDENT ASSOCIATIONS AND CIVIC ORGANIZATIONS THAT PROMOTE THESE SAME IDEALS SUCH AS ROTARY.STAFF WAS ACTIVE ON MANY BOARDS SUCH AS UNITED WAY, CANCER SERVICES INCLUDING RELAY FOR LIFE, TO RAISE AWARENESS AND MONEY FOR RESEARCH; EMS TO STREAMLINE SERVICES; MARCH OF DIMES TO PROVIDE PRE AND POST-NATAL EDUCATION AND SUPPORT, AND MORE. OTHER ACTIVE MEMBERSHIPS INCLUDE ROTARY, WHITEFISH AND COLUMBIA CHAMBER OF COMMERCE BOARDS.THE HOSPITAL FOCUSES ON HEALTH EDUCATION, EARLY DETECTION AND PREVENTION. THE HOSPITAL HAS A COMMUNITY HEALTH LIBRARY HOUSING HEALTH- RELATED BOOKS AND PUBLIC ACCESS TO THE INTERNET. STAFF AND PHYSICIANS PROVIDE HEALTH RELATED COMMUNITY EDUCATION PROGRAMS ON TOPICS SUCH AS NUTRITION, PRE AND POSTNATAL HEALTH, DIABETES PREVENTION, BALANCE AND FALLS PREVENTION, MEN'S AND WOMEN'S HEALTH. A FREE COMMUNITY-WIDE CELEBRATION, THE PLANETREE FESTIVAL, WAS HELD TO PROVIDE HEALTH AND WELLNESS INFORMATION, PREVENTATIVE SCREENINGS, DRIVING SAFETY RESOURCES, SUICIDE PREVENTION, AND MUCH MORE. POSTPARTUM DEPRESSION WORKSHOPS FOR THE PUBLIC AND MEDICAL PROVIDERS WERE HOSTED.THE HOSPITAL COMMUNITY HEALTH NURSE TEACHES A CPR AND CPR/FIRST AID CLASS. THE HOSPITAL HAS AN EMPHASIS ON EXERCISE BY SUPPORTING ATHLETIC TRAINERS IN WHITEFISH AND COLUMBIA FALLS SCHOOLS. THE HOSPITAL CONTRIBUTES RESOURCES FOR FUNDRAISERS SUCH AS SAVE A SISTER, WHICH PROVIDES FREE MAMMOGRAMS TO QUALIFIED WOMEN IN THE FLATHEAD VALLEY. THE HOSPITAL OFFERS FREE SUPPORT GROUPS THOSE WHO HAVE HAD A MISCARRIAGE, STILLBIRTH OR NEONATAL LOSS. A FREE MOM/BABY SUPPORT GROUP FACILITATED BY A REGISTERED NURSE IS OFFERED WEEKLY TO HELP NEW PARENTS ADJUST TO THEIR NEW FAMILY DYNAMICS AND TO WEIGH THEIR BABIES TO MONITOR GROWTH. THE HOSPITAL ALSO PROVIDES A LOCATION FOR AARP CLASSES. IN-KIND GOODS TO AREA NONPROFITS ARE PROVIDED TO A VARIETY OF HEALTH-RELATED LOCAL ORGANIZATIONS.QUALIFIED COMMUNITY BENEFITS UNDER THIS QUESTION:BOARD POSITIONS INCLUDE: UNITED WAY, WHITEFISH AND COLUMBIA FALLS CHAMBER OF COMMERCE, EMS BOARD, SHEPHERDS HAND CLINIC BOARD, MONTANA HEALTH INFORMATION EXCHANGE.ACTIVE MEMBERSHIPS INCLUDE:WHITEFISH ROTARY, CHAMBERS OF COMMERCE, WHITEFISH CONVENTION AND VISITOR BUREAU, BEST BEGINNINGS, CARE TRANSITIONS COALITION, HEALTHY COMMUNITIES COALITION, MOUNTAIN PACIFIC SPECIAL IMPROVEMENT PROJECT CARE TRANSITIONS, WHITEFISH AFFORDABLE HOUSING COMMITTEE.PREVENTION PROGRAMS:SAVE A SISTER MAMMOGRAMS, SCHOOL ATHLETIC TRAINERS, EDUCATION (PROVIDER HEALTH RELATED COMMUNITY EDUCATION, PRE AND POST-NATAL CLASSES, CPR/FIRST AID, SCREENINGS, NUTRITION COUNSELING, SUPPORT GROUPS, BALANCE AND FALLS PREVENTION CLASSES, DIABETES PREVENTION PROGRAMS, ASTHMA PREVENTIONEDUCATIONIN-KIND DONATIONS TO:AARP, ROTARY EVENTS FOR THE NEEDY IN THE COMMUNITY, SHEPHERD'S HAND CLINIC. 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 BENJAMIN WARD MD MEMBER 0 1554351 0 0 0 546 0 20700 0 16265 0 1591862 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 147527 773840 0 62103 938 1943 9000 11700 6681 11202 164146 860788 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 RYAN GUNLIKSON MD PHYSICIAN 381659 0 35660 0 744 0 20490 0 17491 0 456044 0 0 0 JONATHAN AMICK DO CHIEF MEDICAL OFFICER 328181 0 49440 0 524 0 20700 0 13859 0 412704 0 0 0 JOHN MUIR MD PHYSICIAN 333928 0 0 0 499 0 17830 0 16712 0 368969 0 0 0 AMY DEAR-RUEL MD PHYSICIAN 274254 0 35000 0 426 0 19348 0 16285 0 345313 0 0 0 RUTH MYERS MD PHYSICIAN 306973 0 0 0 958 0 18732 0 16712 0 343375 0 0 0 EDWARD STEIN MD MEMBER 0 237774 0 35000 0 647 0 17192 0 16285 0 306898 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 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. A MONTANA FACILITY FINANCE AUTHORITY 364615155 2016-08-01 20507000 REFUND 2012 SERIES BOND 0 0 0 A 10347208 20507240 105414 20401826 1 0 1 1 A 0 1 0 0 0.02000 0.02000 1 0 0 A 0 0 0 0 0 0 0 0 0 A 1 FORM 990, PART VI, SECTION A, LINE 6 EFFECTIVE MAY 1, 2016, LOGAN HEALTH BECAME THE HOSPITAL'S SOLE MEMBER. 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 XI, LINE 9: TRANSFER TO AFFILIATES -1,213,773. 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 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 1 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 COMMERICAL 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 1 0 0 1 1 1 1 0 0 0