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Nonprofiteer
← LOGAN HEALTH - SHELBY

Form 990 for tax year 2023

Filed by LOGAN HEALTH - SHELBY.

Totals

Total revenue
$10,945,511
Total expenses
$9,876,814
Contributions and grants received
$565,397
Grants paid
$0
Program services expenses (Part IX)
$9,224,355
Management and general expenses
$652,459
Fundraising expenses
$0
Program service expenses (Part III)
$9,224,355

Program services were 93.4% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • JIM ASPER

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • SHANNON MCALLISTER

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • CRAIG LAMBRECHT MD

    SYSTEM CEO

    Total calculated
    $1,548,282
    From this org
    $0
    From related orgs
    $1,510,765
    Other
    $37,517
    Hours/week
    0.25 + 49.75 related

    Schedule J breakdown matched by us

    Base
    $0 + $1,113,473 related
    Bonus
    $0 + $397,292 related
    Other
    $0
    Deferred
    $0 + $19,800 related
    Nontaxable benefits
    $0 + $17,717 related
    Filer's total
    $0 + $1,548,282 related

  • COLE TURNER

    SYSTEM CFO

    Total calculated
    $1,236,235
    From this org
    $0
    From related orgs
    $1,206,979
    Other
    $29,256
    Hours/week
    0.25 + 49.75 related

    Schedule J breakdown matched by us

    Base
    $0 + $741,349 related
    Bonus
    $0 + $153,130 related
    Other
    $0 + $312,500 related
    Deferred
    $0 + $11,539 related
    Nontaxable benefits
    $0 + $17,717 related
    Filer's total
    $0 + $1,236,235 related

  • VICKI NEWMILLER

    PRESIDENT

    Total calculated
    $424,411
    From this org
    $397,714
    From related orgs
    $0
    Other
    $26,697
    Hours/week
    20 + 30 related

    Schedule J breakdown matched by us

    Base
    $348,979
    Bonus
    $34,513
    Other
    $14,222
    Deferred
    $16,585
    Nontaxable benefits
    $10,112
    Filer's total
    $424,411

  • MARY ANN HARWOOD

    CHAIR

    Total calculated
    $0
    Hours/week
    1

  • JADE GOROSKI

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    1

  • BILLIETTE COOLIDGE

    TREASURER

    Total calculated
    $0
    Hours/week
    1

  • LAURA WELKER

    SECRETARY

    Total calculated
    $0
    Hours/week
    1

  • JARED WEISHAAR

    CRNA

    Total calculated
    $296,411
    From this org
    $264,498
    From related orgs
    $0
    Other
    $31,913
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $211,359
    Bonus
    $0
    Other
    $53,139
    Deferred
    $16,554
    Nontaxable benefits
    $15,359
    Filer's total
    $296,411

  • KRISTEN RUSSELL

    PHARMACY MANAGER

    Total calculated
    $167,113
    From this org
    $141,049
    From related orgs
    $0
    Other
    $26,064
    Hours/week
    20 + 20 related

    Schedule J breakdown matched by us

    Base
    $131,509
    Bonus
    $9,540
    Other
    $0
    Deferred
    $8,912
    Nontaxable benefits
    $17,152
    Filer's total
    $167,113

  • DANIEL RUDNICKI

    DIRECTOR OF RADIOLOGY

    Total calculated
    $148,849
    From this org
    $129,638
    From related orgs
    $0
    Other
    $19,211
    Hours/week
    40

  • TIMOTHY COE

    RN

    Total calculated
    $161,138
    From this org
    $142,124
    From related orgs
    $0
    Other
    $19,014
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $139,682
    Bonus
    $2,442
    Other
    $0
    Deferred
    $8,777
    Nontaxable benefits
    $10,237
    Filer's total
    $161,138

  • COURTNEY HOVLAND

    DIRECTOR OF NURSING

    Total calculated
    $149,317
    From this org
    $123,801
    From related orgs
    $0
    Other
    $25,516
    Hours/week
    40

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

  • 1a · First-class or charter travel
  • 1b · Written policy on the line-1a expenses
  • 2 · Substantiation required before reimbursing expenses
  • 3 · Compensation survey or study
  • 4b · Supplemental nonqualified retirement plan
  • 7 · Other non-fixed payments

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
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

PART I, LINE 1A
FIRST CLASS OR CHARTER TRAVEL - LHS DOES NOT PROVIDE FIRST CLASS TRAVEL. 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 4B
CRAIG LAMBRECHT, COLE TURNER, AND VICKI NEWMILLER PARTICIPATED IN A SECTION 457(F) DEFERRED COMPENSATION PLAN BUT RECEIVED NO PAYMENTS. 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, 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.

Provenance

Return type
form_990
Tax year
2023
Filed
14 November 2024
IRS schema version
2023v5.1
Source object
202403209349322650

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