What the amendment changed
Compared with the return it replaced , filed 11 November 2025. 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.
Both are the same on the two returns, so the amendment changed something else.
Totals
- Total revenue
- $5,471,597
- Total expenses
- $2,790,855
- Contributions and grants received
- $4,491,284
- Grants paid
- $1,622,870
- Program service revenue
- $0
- Investment income
- $463,738
- Other revenue
- $516,575
- Total assets, end of year
- $29,601,946
- Total liabilities, end of year
- $1,906,645
- Net assets or fund balances, end of year
- $27,695,301
- Program services expenses (Part IX)
- $2,769,559
- Management and general expenses
- $14,507
- Fundraising expenses
- $6,789
- Program service expenses (Part III)
- $2,769,559
Program services were 99.2% 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.
-
1c · Fundraising events
$114,586
-
1f · All other contributions, gifts and grants
$4,376,698
-
3 · Investment income
total $463,738 · excluded $463,738
-
8a · Fundraising events: gross income
$743,835
-
8a · Fundraising events: contributions included on line 1c
$114,586
-
8b · Fundraising events: direct expenses
$227,260
-
8c · Net income from fundraising events
total $516,575 · excluded $516,575
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $1,601,870 · program services $1,601,870
-
2 · Grants to domestic individuals
total $21,000 · program services $21,000
-
11b · Fees: legal
total $7,135 · management and general $7,135
-
11c · Fees: accounting
total $7,372 · management and general $7,372
-
11g · Fees: other
total $74,667 · program services $74,667
-
12 · Advertising and promotion
total $5,665 · fundraising $5,665
-
13 · Office expenses
total $1,124 · fundraising $1,124
-
24a · Other expenses: ALLOCATED EXPENSES
total $1,069,376 · program services $1,069,376
-
24b · Other expenses: MISCELLANEOUS EXPENSES
total $2,646 · program services $2,646
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $6,957,170 · end of year $13,101,045
-
2 · Savings and temporary cash investments
beginning of year $17,632,813
-
3 · Pledges and grants receivable
beginning of year $417,329 · end of year $394,534
-
4 · Accounts receivable
end of year $96,183
-
11 · Investments: publicly traded securities
end of year $15,661,406
-
12 · Investments: other securities
beginning of year $363,364 · end of year $348,778
-
17 · Accounts payable and accrued expenses
beginning of year $448,927 · end of year $888
-
21 · Escrow or custodial account liability
beginning of year $26,461 · end of year $26,461
-
25 · Other liabilities
beginning of year $924,779 · end of year $1,879,296
-
27 · Net assets without donor restrictions
beginning of year $1,044,485 · end of year $3,733,880
-
28 · Net assets with donor restrictions
beginning of year $22,926,024 · end of year $23,961,421
Mission and programs · 2024
Mission
THE LOGAN HEALTH FOUNDATION DEDICATED TO SUPPORTING LOGAN HEALTH, A 501(C)(3) HEALTH SYSTEM, IN ITS MISSION TO FOSTER HEALTHIER LIVES, STRONGER COMMUNITIES, AND BRIGHTER FUTURES.
-
SUPPORT THE ACTIVITIES OF THE TAX-EXEMPT SUBSIDIARIES OF LOGAN HEALTH.
Expenses $2,769,559 · Grants $1,622,870
As filed on the 2024 return.
Listed in Part VII
-
KATIE LESAR
CHAIR
- Total calculated
- $0
- Hours/week
- 2 + 2 related
-
LIBBY FIELDS
VICE CHAIR
- Total calculated
- $0
- Hours/week
- 2
-
CASSIE BALDELLI
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
PATTI CODIGA
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
LINDA CORNUTT
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
KATHY CUMMINGS
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
MICHELLE HADIDI
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
JOHN HUGHES
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
JOE KOLA
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
JANET LEISHMAN
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
JEANNIE LUCKEY
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
MIKE MCCRACKEN
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
RON MILLER
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
CHRIS PARSON
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
MARCIA RIEKE
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
DEVEN ROBINSON
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
ERIC SCHMIDT
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
GRANT SNELL
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
RON TJADEN
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
STEVEN WRAY
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
GREG ADAMS
TRUSTEE (UNTIL 4/11/2024)
- Total calculated
- $0
- Hours/week
- 1
-
BRITTANY COBURN
TRUSTEE (UNTIL 5/31/2024)
- Total calculated
- $118,966
- From this org
- $0
- From related orgs
- $100,978
- Other
- $17,988
- Hours/week
- 1 + 49 related
-
TERRI DUNN
TRUSTEE (UNTIL 5/31/2024)
- Total calculated
- $0
- Hours/week
- 1
-
CODY KIRK
TRUSTEE (UNTIL 5/31/2024)
- Total calculated
- $0
- Hours/week
- 1
-
JOHN MANUEL
TRUSTEE (UNTIL 5/31/2024)
- Total calculated
- $0
- Hours/week
- 1
-
TORI REICH
TRUSTEE (UNTIL 5/31/2024)
- Total calculated
- $0
- Hours/week
- 1
-
FRANK CHESNOS
TRUSTEE (UNTIL 5/31/2024)
- Total calculated
- $0
- Hours/week
- 1
-
JIM COLES
TRUSTEE (UNTIL 5/31/2024)
- Total calculated
- $0
- Hours/week
- 1
-
NICK COUSSOULIS
TRUSTEE (UNTIL 5/31/2024)
- Total calculated
- $0
- Hours/week
- 1
-
SALLY HOLAND
TRUSTEE (UNTIL 5/31/2024)
- Total calculated
- $0
- Hours/week
- 1
-
MELISSA KAPTANIAN
TRUSTEE (UNTIL 2/26/2024)
- Total calculated
- $562,376
- From this org
- $0
- From related orgs
- $531,619
- Other
- $30,757
- Hours/week
- 1 + 49 related
Schedule J breakdown matched by us
- Base
- $0 + $518,659 related
- Bonus
- $0 + $12,384 related
- Other
- $0 + $576 related
- Deferred
- $0 + $20,700 related
- Nontaxable benefits
- $0 + $10,057 related
- Filer's total
- $0 + $562,376 related
-
TERESA KENNEDY
TRUSTEE (UNTIL 5/31/2024)
- Total calculated
- $0
- Hours/week
- 1
-
JIM OLIVERSON
TRUSTEE (UNTIL 5/31/2024)
- Total calculated
- $0
- Hours/week
- 1
-
TC ORIGITANO
TRUSTEE (UNTIL 5/31/2024)
- Total calculated
- $956,648
- From this org
- $0
- From related orgs
- $921,036
- Other
- $35,612
- Hours/week
- 1 + 49 related
Schedule J breakdown matched by us
- Base
- $0 + $920,411 related
- Bonus
- $0
- Other
- $0 + $625 related
- Deferred
- $0 + $18,900 related
- Nontaxable benefits
- $0 + $16,712 related
- Filer's total
- $0 + $956,648 related
-
SHANNAN REICHENBERG
TRUSTEE (UNTIL 5/31/2024)
- Total calculated
- $0
- Hours/week
- 1
-
JENNIFER SLITER
TRUSTEE (UNTIL 5/31/2024)
- Total calculated
- $0
- Hours/week
- 1
-
KATE SWAGER
TRUSTEE (UNTIL 5/31/2024)
- Total calculated
- $0
- Hours/week
- 1
-
RICHARD WICK
TRUSTEE (UNTIL 3/31/2024)
- Total calculated
- $0
- Hours/week
- 1
-
JOSEPH MCCLAFFERTY
FOUNDATION PRESIDENT (UNTIL 6/30/24)
- Total calculated
- $210,006
- From this org
- $0
- From related orgs
- $193,654
- Other
- $16,352
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $0 + $143,632 related
- Bonus
- $0 + $20,280 related
- Other
- $0 + $29,742 related
- Deferred
- $0 + $9,953 related
- Nontaxable benefits
- $0 + $6,399 related
- Filer's total
- $0 + $210,006 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
- 1 + 59 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
- 1 + 59 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
- 1 + 59 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
- 1 + 59 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 SEGELMD
SYSTEM CO-CEO
- Total calculated
- $1,206,892
- From this org
- $0
- From related orgs
- $1,163,598
- Other
- $43,294
- Hours/week
- 1 + 59 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
-
WILLIAM GIBSON
CLO/SECRETARY
- Total calculated
- $839,845
- From this org
- $0
- From related orgs
- $801,222
- Other
- $38,623
- Hours/week
- 1 + 59 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
- 1 + 59 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
- 1 + 59 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
-
MICHAEL BARTH
INTERIM FOUNDATION PRESIDENT
- Total calculated
- $182,249
- From this org
- $0
- From related orgs
- $160,856
- Other
- $21,393
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $0 + $153,671 related
- Bonus
- $0 + $5,039 related
- Other
- $0 + $2,146 related
- Deferred
- $0 + $9,702 related
- Nontaxable benefits
- $0 + $11,691 related
- Filer's total
- $0 + $182,249 related
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
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
- 7 · Other non-fixed payments
- 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
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
-
KALISPELL REGIONAL MEDICAL CENTER
$953,358
SUPPORT THE ACTIVITIES OF KALISPELL REGIONAL MEDICAL CENTER
-
$90,608
SUPPORT THE ACTIVITIES OF LOGAN HEALTH
-
$72,290
SUPPORT THE ACTIVITIES OF LOGAN HEALTH - WHITEFISH
-
$59,322
SUPPORT THE ACTIVITIES OF ASSIST-FLATHEAD VALLEY
-
$28,304
SUPPORT THE ACTIVITIES OF LOGAN HEALTH - WHITEFISH
-
$15,000
SUPPORT THE ACTIVITIES OF MONTANA LAND TO HAND
-
$7,266
SUPPORT THE ACTIVITIES OF NORTHWEST HORIZON
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) · HEALTHCARE · MT
Directly controlled by MTWY HEALTH INC
-
501(C)(3) · WELLNESS RESOURCE PROVIDER · MT
Directly controlled by KALISPELL REGIONAL MEDICAL CENTER
-
BILLINCS CLINIC EMPLOYEE BENEFIT TRUST
501(C)(9) · EMPLOYEE BENEFITS · MT
Directly controlled by BILLINGS CLINIC
-
501(C)(3) · FUNDRAISING · MT
Directly controlled by BILLINGS CLINIC
-
KALISPELL REGIONAL MEDICAL CENTER
501(C)(3) · ACUTE HOSPITAL CARE · MT
Directly controlled by LOGAN HEALTH
-
KALISPELL REGIONAL MEDICAL CENTER VOLUNTEERS
501(C)(3) · SUPPORTING ORGANIZATION · MT
Directly controlled by KALISPELL REGIONAL MEDICAL CENTER
-
LIBERTY COUNTY HOSPITAL AND NURSING HOME INC
501(C)(3) · PROVIDE ACUTE HOSPITAL CARE · MT
Directly controlled by LOGAN HEALTH
-
501(C)(3) · SUPPORT SUBSIDIARY HEALTH ORGANIZATIONS · MT
Directly controlled by MTWY HEALTH INC
-
501(C)(3) · PROVIDE ACUTE HOSPITAL CARE · MT
Directly controlled by LOGAN HEALTH
-
501(C)(3) · PROVIDE ACUTE HOSPITAL CARE · MT
Directly controlled by LOGAN HEALTH
-
501(C)(3) · PROVIDE ACUTE HOSPITAL CARE · MT
Directly controlled by LOGAN HEALTH
-
501(C)(3) · PROVIDE ACUTE HOSPITAL CARE · MT
Directly controlled by LOGAN HEALTH
-
LOGAN HEALTH ASSISTED LIVING - SHELBY
501(C)(3) · RETIREMENT & ASSISTED LIVING · MT
Directly controlled by NORTHWEST HORIZONS INC
-
LOGAN HEALTH CARE CENTER - SHELBY
501(C)(3) · LONG-TERM CARE & SKILLED NURSING · MT
Directly controlled by NORTHWEST HORIZONS INC
-
LOGAN HEALTH EMERGENCY MEDICAL SERVICES
501(C)(3) · EMERGENCY SERVICES · MT
Directly controlled by LOGAN HEALTH
-
501(C)(3) · AMBULATORY CARE · MT
Directly controlled by LOGAN HEALTH
-
501(C)(3) · SUPPORT · MT
-
NORTH VALLEY HOSPITAL FOUNDATION
501(C)(3) · SUPPORTING ORGANIZATION · MT
Directly controlled by LOGAN HEALTH - WHITEFISH
-
501(C)(3) · LONG-TERM AMBULATORY CARE · MT
Directly controlled by LOGAN HEALTH
-
STILLWATER HOSPITAL ASSOCIATION
501(C)(3) · HOSPITAL · MT
Directly controlled by BILLINGS CLINIC
-
501(C)(3) · COMMUNITY HEALTH & WELLNESS CENTER · MT
Directly controlled by LOGAN HEALTH
-
501(C)(3) · HEALTHCARE · MT
Directly controlled by BILLINGS CLINIC
-
STILLWATER COMMUNITY HEALTHCARE FOUNDATION
501(C)(3) · FUNDRAISING · MT
Directly controlled by STILLWATER
-
501(C)(3) · PROVIDE SUPPORT FOR EMERGENCY MEDICAL SERVICE PROVIDERS · MT
Directly controlled by LOGAN HEALTH
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.
-
C · HEALTH RELATED · MT · controlled entity
Provenance
- Return type
- form_990
- Tax year
- 2024
- Filed
- 18 June 2026
- IRS schema version
- 2024v5.5
- Source object
- 202601749349300310
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