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Nonprofiteer
← ASSIST - FLATHEAD VALLEY

Form 990 for tax year 2023

Filed by ASSIST - FLATHEAD VALLEY.

Totals

Total revenue
$86,611
Total expenses
$929,867
Contributions and grants received
$86,611
Grants paid
$0
Program service revenue
$0
Investment income
$0
Other revenue
$0
Total assets, end of year
$298,509
Total liabilities, end of year
$1,749,474
Net assets or fund balances, end of year
-$1,450,965
Program services expenses (Part IX)
$801,566
Management and general expenses
$128,301
Fundraising expenses
$0
Program service expenses (Part III)
$801,566

Program services were 86.2% 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.

  • 1f · All other contributions, gifts and grants

    $86,611

Functional expenses

Part IX, the statement of functional expenses.

  • 7 · Other salaries and wages

    total $532,080 · program services $476,335 · management and general $55,745

  • 8 · Pension plan contributions

    total $26,381 · program services $22,424 · management and general $3,957

  • 9 · Other employee benefits

    total $95,715 · program services $81,358 · management and general $14,357

  • 10 · Payroll taxes

    total $42,566 · program services $36,181 · management and general $6,385

  • 11a · Fees: management

    total $2,379 · program services $2,379

  • 12 · Advertising and promotion

    total $111 · program services $111

  • 13 · Office expenses

    total $31,970 · program services $31,970

  • 16 · Occupancy

    total $91,834 · program services $91,834

  • 17 · Travel

    total $316 · program services $316

  • 22 · Depreciation, depletion and amortization

    total $47,857 · management and general $47,857

  • 24a · Other expenses: ALLOCATED EXPENSES

    total $58,468 · program services $58,468

  • 24b · Other expenses: MISCELLANEOUS

    total $190 · program services $190

Balance sheet

Part X, book values.

  • 4 · Accounts receivable

    beginning of year $10,111

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

    $674,308

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

    $375,799

  • 10c · Land, buildings and equipment, net

    beginning of year $348,895 · end of year $298,509

  • 15 · Other assets

    beginning of year $9,362 · end of year $0

  • 17 · Accounts payable and accrued expenses

    end of year $520

  • 25 · Other liabilities

    beginning of year $976,077 · end of year $1,748,954

  • 29 · Capital stock, trust principal or current funds

    beginning of year $0 · end of year $0

  • 30 · Paid-in or capital surplus, or land, building or equipment fund

    beginning of year $3,367,977 · end of year $3,367,977

  • 31 · Retained earnings, endowment or other funds

    beginning of year -$3,975,686 · end of year -$4,818,942

Mission and programs · 2023

Mission

THE ASSIST CENTER PROVIDES NON-MEDICAL, SHORT-TERM LODGING FOR INDEPENDENT INDIVIDUALS WHOSE MEDICAL PROVIDERS BELIEVE CLOSE ACCESS TO MEDICAL CARE WILL INCREASE THE INDIVIDUAL'S ABILITY TO IMPROVE THEIR HEALTH AND INDEPENDENCE. THE ASSIST CENTER ALSO PROVIDES TRANSPORTATION SERVICES AND SERVES TO CONNECT PATIENTS WITH COMMUNITY RESOURCES.

  • THE ASSIST CENTER PROVIDES NON-MEDICAL, SHORT-TERM LODGING FOR INDEPENDENT INDIVIDUALS WHOSE MEDICAL PROVIDERS BELIEVE CLOSE ACCESS TO MEDICAL CARE WILL INCREASE THE INDIVIDUAL'S ABILITY TO IMPROVE THEIR HEALTH AND INDEPENDENCE. THE ASSIST CENTER ALSO PROVIDES TRANSPORTATION SERVICES AND SERVES TO CONNECT PATIENTS WITH COMMUNITY RESOURCES.

    Expenses $801,566

As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • 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
    1 + 49 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
    1 + 49 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

  • Arikka Pirker

    PRESIDENT

    Total calculated
    $152,706
    From this org
    $0
    From related orgs
    $128,120
    Other
    $24,586
    Hours/week
    0.5 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $119,300 related
    Bonus
    $0 + $8,820 related
    Other
    $0
    Deferred
    $0 + $7,468 related
    Nontaxable benefits
    $0 + $17,118 related
    Filer's total
    $0 + $152,706 related

  • Mandi Cole

    SECRETARY

    Total calculated
    $114,524
    From this org
    $0
    From related orgs
    $91,832
    Other
    $22,692
    Hours/week
    0.5 + 40 related

  • Jane Emmert

    EXECUTIVE DIRECTOR - PART-YEAR

    Total calculated
    $93,965
    From this org
    $0
    From related orgs
    $77,613
    Other
    $16,352
    Hours/week
    50

  • Eric Hansen

    VICE PRESIDENT

    Total calculated
    $0
    Hours/week
    0.5

  • Evan Harris

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

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

  • 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 COLE TURNER PARTICIPATED IN A SECTION 457(F) DEFERRED COMPENSATION PLAN BUT RECEIVED NO PAYMENTS. A COMMITTEE APPOINTED BY THE BOARD OF TRUSTEES SELECTS THE NON-QUALIFIED RETIREMENT 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.

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

    N/A · COMMERICAL 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
2023
Filed
12 November 2024
IRS schema version
2023v5.1
Source object
202433209349322403

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