What the amendment changed
Compared with the return it replaced , filed 2 February 2023. matched by us Only the Part I totals and the names listed in Part VII are compared. We relate returns by organization, tax year and form, and order them by each return's own timestamp; the filer's own "amended return" checkbox is a separate fact.
- Total revenue
- $4,959,999 changed to $17,216,152
- Total expenses
- $4,407,599 changed to $18,489,724
- Contributions and grants received
- $481,985 changed to $133,266
- Program services expenses
- $3,766,852 changed to $16,157,326
- Management and general expenses
- $640,747 changed to $2,332,398
- Program service expenses (Part III)
- $3,766,852 changed to $16,157,326
Listed only on the earlier return
- Craig Ostman
- Heather Johnston
- Jane Weber
- Julianne Kipple
Listed only on the later return
- ANDREW GRANT
- BRENDA REIS
- COLE TURNER
- CRAIG BOYER
- CRAIG LAMBRECHT MD
- DAVID ARENDS
- HEATHER JOHNSTONE
- JAY TAYLOR MD
- NORMAN WALKER
- RONALD RAY
Listed under a different title
- Debbie Sturm: Trustee then VICE CHAIR
Totals
- Total revenue
- $17,216,152
- Total expenses
- $18,489,724
- Contributions and grants received
- $133,266
- Grants paid
- $0
- Program services expenses (Part IX)
- $16,157,326
- Management and general expenses
- $2,332,398
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $16,157,326
Program services were 87.4% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Listed in Part VII
-
BERNARD RIES
CHAIR
- Total calculated
- $0
- Hours/week
- 50
-
DEBBIE STURM
VICE CHAIR
- Total calculated
- $0
- Hours/week
- 1
-
HEATHER JOHNSTONE
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
CAROLE JONES
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
JIM MORREN
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
CRAIG LAMBRECHT MD
SYSTEM CEO
- Total calculated
- $1,287,919
- From this org
- $0
- From related orgs
- $1,250,055
- Other
- $37,864
- Hours/week
- 1 + 50 related
Schedule J breakdown matched by us
- Base
- $0 + $963,668 related
- Bonus
- $0 + $286,387 related
- Other
- $0
- Deferred
- $0 + $20,678 related
- Nontaxable benefits
- $0 + $17,186 related
- Filer's total
- $0 + $1,287,919 related
-
CRAIG BOYER
SYSTEM CFO PART YEAR
- Total calculated
- $697,064
- From this org
- $0
- From related orgs
- $672,222
- Other
- $24,842
- Hours/week
- 1 + 50 related
Schedule J breakdown matched by us
- Base
- $0 + $571,088 related
- Bonus
- $0 + $101,134 related
- Other
- $0
- Deferred
- $0 + $16,474 related
- Nontaxable benefits
- $0 + $8,368 related
- Filer's total
- $0 + $697,064 related
-
COLE TURNER
SYSTEM CFO
- Total calculated
- $459,472
- From this org
- $0
- From related orgs
- $453,733
- Other
- $5,739
- Hours/week
- 1 + 50 related
Schedule J breakdown matched by us
- Base
- $0 + $133,733 related
- Bonus
- $0 + $320,000 related
- Other
- $0
- Deferred
- $0 + $1,442 related
- Nontaxable benefits
- $0 + $4,297 related
- Filer's total
- $0 + $459,472 related
-
LAURA ERICKSON
PRESIDENT
- Total calculated
- $270,549
- From this org
- $251,788
- From related orgs
- $0
- Other
- $18,761
- Hours/week
- 50
Schedule J breakdown matched by us
- Base
- $182,811
- Bonus
- $0
- Other
- $68,977
- Deferred
- $3,483
- Nontaxable benefits
- $15,278
- Filer's total
- $270,549
-
BRENDA REIS
DIRECTOR OF FINANCE
- Total calculated
- $132,536
- From this org
- $116,120
- From related orgs
- $0
- Other
- $16,416
- Hours/week
- 50
-
JAY TAYLOR MD
PHYSICIAN
- Total calculated
- $554,899
- From this org
- $527,140
- From related orgs
- $0
- Other
- $27,759
- Hours/week
- 50
Schedule J breakdown matched by us
- Base
- $400,056
- Bonus
- $13,310
- Other
- $113,774
- Deferred
- $11,268
- Nontaxable benefits
- $16,491
- Filer's total
- $554,899
-
RONALD RAY
NURSE PRACTITIONER
- Total calculated
- $235,312
- From this org
- $208,033
- From related orgs
- $0
- Other
- $27,279
- Hours/week
- 50
Schedule J breakdown matched by us
- Base
- $200,833
- Bonus
- $0
- Other
- $7,200
- Deferred
- $10,858
- Nontaxable benefits
- $16,421
- Filer's total
- $235,312
-
NORMAN WALKER
PHYSICIAN ASSISTANT
- Total calculated
- $197,561
- From this org
- $177,773
- From related orgs
- $0
- Other
- $19,788
- Hours/week
- 50
Schedule J breakdown matched by us
- Base
- $157,710
- Bonus
- $0
- Other
- $20,063
- Deferred
- $10,677
- Nontaxable benefits
- $9,111
- Filer's total
- $197,561
-
DAVID ARENDS
PHYSICIAN ASSISTANT
- Total calculated
- $153,188
- From this org
- $132,991
- From related orgs
- $0
- Other
- $20,197
- Hours/week
- 50
Schedule J breakdown matched by us
- Base
- $132,991
- Bonus
- $0
- Other
- $0
- Deferred
- $8,494
- Nontaxable benefits
- $11,703
- Filer's total
- $153,188
-
ANDREW GRANT
LABORATORY MANAGER
- Total calculated
- $134,068
- From this org
- $113,863
- From related orgs
- $0
- Other
- $20,205
- Hours/week
- 50
Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.
Schedule J
Answered yes
- 3 · Approval by the board or compensation committee
- 4b · Supplemental nonqualified retirement plan
Answered no
- 4a · Severance or change-of-control payment
- 4c · Equity-based compensation arrangement
- 5a · Pay contingent on this organization's revenues
- 5b · Pay contingent on a related organization's revenues
- 6a · Pay contingent on this organization's net earnings
- 6b · Pay contingent on a related organization's net earnings
- 7 · Other non-fixed payments
- 8 · Paid under the initial-contract exception
The filer's explanations (Part III)
- PART I, LINE 4B
- CRAIG LAMBRECHT AND LAURA ERICKSON PARTICIPATED IN A SECTION 457(F) DEFERRED COMPENSATION PLAN BUT RECEIVED NO PAYMENT FROM THE PLAN. A COMMITTEE APPOINTED BY THE BOARD OF TRUSTEES SELECTS THE PLAN'S PARTICIPANTS FROM A SELECT GROUP OF MANAGEMENT AND HIGHLY COMPENSATED EMPLOYEES. THE EMPLOYER WILL CONTRIBUTE TO THE PLAN BASED ON THE TERMS OF THE PARTICIPANT'S INCENTIVE COMPENSATION PLAN. THE FUNDS IN THE PARTICIPANT'S NON-RETIREMENT ACCOUNT ARE DISTRIBUTABLE IN THE THIRD YEAR AFTER THE PARTICIPANT PERFORMS THE SERVICES ATTRIBUTABLE TO THE DEFERRED COMPENSATION. THE PARTICIPANT CAN DEFER DISTRIBUTION. THE FUNDS IN THE PARTICIPANT'S RETIREMENT ACCOUNT ARE DISTRIBUTABLE WHEN THE PARTICIPANT SEPARATES FROM SERVICE. A PARTICIPANT'S NON-RETIREMENT ACCOUNT VESTS AT THE EARLIER OF THE PARTICIPANT'S DEATH, DISABILITY, OR ELECTED DISTRIBUTION DATE. A PARTICIPANT'S RETIREMENT ACCOUNT VESTS UPON THE COMPLETION OF FIVE YEARS OF SERVICE AS A SENIOR EXECUTIVE OR, IF EARLIER, THE PARTICIPANT'S DEATH OR DISABILITY. ANY AMOUNT CREDITED TO THE PARTICIPANT'S ACCOUNT IS TAXABLE ON THE VESTING DATE, REGARDLESS OF WHETHER THE AMOUNT DISTRIBUTABLE AT THAT TIME.
Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.
Grants on this return
No itemized grants to organizations on this return.
Related organizations on this return
Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.
-
501(C)(3) · SUPPORT SUBSIDIARY TAX-EXEMPT ORGANIZATIONS · MT
-
KALISPELL REGIONAL MEDICAL CENTER
501(C)(3) · ACUTE CARE HOSPITAL · MT · controlled entity
Directly controlled by LOGAN HEALTH
-
KALISPELL REGIONAL HEALTHCARE FOUNDATION
501(C)(3) · SUPPORTING ORGANIZATION · MT · controlled entity
Directly controlled by KALISPELL REGIONAL MEDICAL CENTER
-
501(C)(3) · WELLNESS RESOURCE PROVIDER · MT · controlled entity
Directly controlled by KALISPELL REGIONAL MEDICAL CENTER
-
KALISPELL REGIONAL MEDICAL CENTER VOLUNTEERS
501(C)(3) · SUPPORTING ORGANIZATION · MT · controlled entity
Directly controlled by KALISPELL REGIONAL MEDICAL CENTER
-
LIBERTY COUNTY HOSPITAL AND NURSING HOME INC
501(C)(3) · PROVIDE ACUTE HOSPITAL CARE · MT · controlled entity
Directly controlled by LOGAN HEALTH
-
501(C)(3) · PROVIDE ACUTE HOSPITAL CARE · MT · controlled entity
Directly controlled by LOGAN HEALTH
-
501(C)(3) · PROVIDE ACUTE HOSPITAL CARE · MT · controlled entity
Directly controlled by LOGAN HEALTH
-
501(C)(3) · PROVIDE ACUTE HOSPITAL CARE · MT · controlled entity
Directly controlled by LOGAN HEALTH
-
LOGAN HEALTH EMERGENCY MEDICAL SERVICES
501(C)(3) · EMERGENCY SERVICES · MT · controlled entity
Directly controlled by LOGAN HEALTH
-
501(C)(3) · AMBULATORY CARE · MT · controlled entity
Directly controlled by LOGAN HEALTH
-
501(C)(3) · LONG-TERM AMBULATORY CARE · MT · controlled entity
Directly controlled by LOGAN HEALTH
-
501(C)(3) · COMMUNITY HEALTH & WELLNESS CENTER · MT · controlled entity
Directly controlled by LOGAN HEALTH
-
NORTH VALLEY HOSPITAL FOUNDATION
501(C)(3) · SUPPORTING ORGANIZATION · MT · controlled entity
Directly controlled by LOGAN HEALTH - WHITEFISH
-
LOGAN HEALTH ASSISTED LIVING - SHELBY
501(C)(3) · RETIREMENT & ASSISTED LIVING · MT · controlled entity
Directly controlled by NORTHWEST HORIZONS INC
-
LOGAN HEALTH CARE CENTER - SHELBY
501(C)(3) · LONG-TERM CARE & SKILLED NURSING · MT · controlled entity
Directly controlled by NORTHWEST HORIZONS INC
Provenance
- Return type
- form_990
- Tax year
- 2022
- Filed
- 15 February 2024
- IRS schema version
- 2022v5.0
- Source object
- 202400469349302270
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