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Nonprofiteer
← LOGAN HEALTH ASSISTED LIVING - SHELBY

Form 990 for tax year 2024

Filed by LOGAN HEALTH ASSISTED LIVING - SHELBY.

Totals

Total revenue
$1,756,475
Total expenses
$2,235,792
Contributions and grants received
$11,212
Grants paid
$0
Program service revenue
$1,745,263
Investment income
$0
Other revenue
$0
Total assets, end of year
$1,559,737
Total liabilities, end of year
$1,802,586
Net assets or fund balances, end of year
-$242,849
Program services expenses (Part IX)
$1,976,114
Management and general expenses
$259,678
Fundraising expenses
$0
Program service expenses (Part III)
$1,976,114

Program services were 88.4% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1e · Government grants (contributions)

    $11,212

  • 2a · Program service revenue: MEDICAL SERVICE REVENU

    total $1,745,263 · related or exempt $1,745,263

Functional expenses

Part IX, the statement of functional expenses.

  • 7 · Other salaries and wages

    total $1,226,717 · program services $1,042,709 · management and general $184,008

  • 8 · Pension plan contributions

    total $67,284 · program services $57,191 · management and general $10,093

  • 9 · Other employee benefits

    total $254,060 · program services $215,951 · management and general $38,109

  • 10 · Payroll taxes

    total $90,794 · program services $77,175 · management and general $13,619

  • 11a · Fees: management

    total $12,550 · management and general $12,550

  • 11c · Fees: accounting

    total $240 · management and general $240

  • 11g · Fees: other

    total $212,939 · program services $212,939

  • 13 · Office expenses

    total $10,076 · program services $10,067 · management and general $9

  • 16 · Occupancy

    total $104,204 · program services $104,204

  • 17 · Travel

    total $477 · program services $477

  • 22 · Depreciation, depletion and amortization

    total $60,886 · program services $60,886

  • 24a · Other expenses: ALLOCATED EXPENSES

    total $126,758 · program services $126,758

  • 24b · Other expenses: REPAIRS AND MAINTENANCE

    total $25,165 · program services $25,165

  • 24c · Other expenses: MEDICAL SUPPLIES

    total $16,133 · program services $16,133

  • 24d · Other expenses: SUPPLIES

    total $9,394 · program services $9,268 · management and general $126

  • 24e · All other expenses

    total $18,115 · program services $17,191 · management and general $924

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $104,280 · end of year $97,114

  • 4 · Accounts receivable

    beginning of year $114,026 · end of year $147,644

  • 10a · Land, buildings and equipment: cost or other basis

    $1,542,602

  • 10b · Land, buildings and equipment: accumulated depreciation

    $227,623

  • 10c · Land, buildings and equipment, net

    beginning of year $1,358,262 · end of year $1,314,979

  • 17 · Accounts payable and accrued expenses

    beginning of year $1,680,894 · end of year $271,123

  • 25 · Other liabilities

    beginning of year $1,200,584 · end of year $1,531,463

  • 27 · Net assets without donor restrictions

    beginning of year -$1,304,910 · end of year -$242,849

Mission and programs · 2024

Mission

OPERATING AN ASSISTED LIVING FACILITY

  • OPERATING AN ASSISTED LIVING FACILITY WITH 38 APARTMENT UNITS

    Expenses $1,976,114 · Revenue $1,745,263

As filed on the 2024 return.

Listed in Part VII

  • Mary Ann Harwood

    CHAIR

    Total calculated
    $0
    Hours/week
    0.5 + 2.5 related

  • Jade Goroski

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    0.5 + 2.5 related

  • Billiette Coolidge

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.5 + 1.5 related

  • Marigail Anderson

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.5 + 1.5 related

  • Shannon McAllister

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.5 + 1.5 related

  • Craig Lambrecht MD

    SYSTEM CEO (UNTIL 3/11/2024)

    Total calculated
    $1,740,052
    From this org
    $0
    From related orgs
    $1,715,469
    Other
    $24,583
    Hours/week
    0.5 + 59.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $332,474 related
    Bonus
    $0 + $263,881 related
    Other
    $0 + $1,119,114 related
    Deferred
    $0 + $20,102 related
    Nontaxable benefits
    $0 + $4,481 related
    Filer's total
    $0 + $1,740,052 related

  • Cole Turner

    SYSTEM CFO (UNTIL 4/26/2024)

    Total calculated
    $1,953,756
    From this org
    $0
    From related orgs
    $1,947,782
    Other
    $5,974
    Hours/week
    0.5 + 59.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $362,987 related
    Bonus
    $0 + $83,708 related
    Other
    $0 + $1,501,087 related
    Deferred
    $0
    Nontaxable benefits
    $0 + $5,974 related
    Filer's total
    $0 + $1,953,756 related

  • Brigid Burke

    CFO

    Total calculated
    $465,084
    From this org
    $0
    From related orgs
    $433,162
    Other
    $31,922
    Hours/week
    0.5 + 59.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $385,652 related
    Bonus
    $0 + $45,723 related
    Other
    $0 + $1,787 related
    Deferred
    $0 + $14,138 related
    Nontaxable benefits
    $0 + $17,784 related
    Filer's total
    $0 + $465,084 related

  • Kevin Abel

    CEO

    Total calculated
    $1,024,934
    From this org
    $0
    From related orgs
    $986,351
    Other
    $38,583
    Hours/week
    0.5 + 59.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $921,367 related
    Bonus
    $0 + $62,103 related
    Other
    $0 + $2,881 related
    Deferred
    $0 + $20,700 related
    Nontaxable benefits
    $0 + $17,883 related
    Filer's total
    $0 + $1,024,934 related

  • Clinton Seger

    SYSTEM CO-CEO

    Total calculated
    $1,206,892
    From this org
    $0
    From related orgs
    $1,163,598
    Other
    $43,294
    Hours/week
    0.5 + 59.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $1,095,076 related
    Bonus
    $0 + $62,909 related
    Other
    $0 + $5,613 related
    Deferred
    $0 + $29,275 related
    Nontaxable benefits
    $0 + $14,019 related
    Filer's total
    $0 + $1,206,892 related

  • Vicki Newmiller

    PRESIDENT

    Total calculated
    $391,513
    From this org
    $0
    From related orgs
    $365,330
    Other
    $26,183
    Hours/week
    10 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $345,802 related
    Bonus
    $0 + $15,383 related
    Other
    $0 + $4,145 related
    Deferred
    $0 + $15,424 related
    Nontaxable benefits
    $0 + $10,759 related
    Filer's total
    $0 + $391,513 related

  • William Gibson

    CLO/SECRETARY

    Total calculated
    $839,845
    From this org
    $0
    From related orgs
    $801,222
    Other
    $38,623
    Hours/week
    0.5 + 59.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $689,757 related
    Bonus
    $0 + $108,695 related
    Other
    $0 + $2,770 related
    Deferred
    $0 + $20,700 related
    Nontaxable benefits
    $0 + $17,923 related
    Filer's total
    $0 + $839,845 related

  • Justin Ott

    CIO

    Total calculated
    $488,906
    From this org
    $0
    From related orgs
    $441,312
    Other
    $47,594
    Hours/week
    0.5 + 59.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $434,799 related
    Bonus
    $0
    Other
    $0 + $6,513 related
    Deferred
    $0 + $25,674 related
    Nontaxable benefits
    $0 + $21,920 related
    Filer's total
    $0 + $488,906 related

  • Ellen Layton

    CAO

    Total calculated
    $822,018
    From this org
    $0
    From related orgs
    $770,823
    Other
    $51,195
    Hours/week
    0.5 + 59.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $689,644 related
    Bonus
    $0 + $71,017 related
    Other
    $0 + $10,162 related
    Deferred
    $0 + $29,275 related
    Nontaxable benefits
    $0 + $21,920 related
    Filer's total
    $0 + $822,018 related

  • Lisa S Leck

    ADMINISTRATOR

    Total calculated
    $133,894
    From this org
    $109,422
    From related orgs
    $0
    Other
    $24,472
    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, and on a Form 990-PF Part VIII's — 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

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 7 · Other non-fixed payments

Answered no

  • 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
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

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 VICKI NEWMILLER - $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.

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.

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Related partnerships

Part III: related organizations taxable as a partnership, with the filer's share.

  • FLATHEAD HOSPITAL DEVELOPMENT COMPANY LLC

    COMMERCIAL BUILDING RENTAL · MT

Related corporations and trusts

Part IV: related organizations taxable as a corporation or trust.

  • APPLIED HEALTH SERVICES INC

    C · HEALTH RELATED · MT

Provenance

Return type
form_990
Tax year
2024
Filed
12 November 2025
IRS schema version
2024v5.2
Source object
202513189349303221

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