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← LOGAN HEALTH FOUNDATION

Form 990 for tax year 2023

Filed by LOGAN HEALTH FOUNDATION.

Totals

Total revenue
$3,318,696
Total expenses
$3,902,707
Contributions and grants received
$3,261,832
Grants paid
$2,864,422
Program service revenue
$0
Investment income
$74,346
Other revenue
-$17,482
Total assets, end of year
$25,370,676
Total liabilities, end of year
$1,400,167
Net assets or fund balances, end of year
$23,970,509
Program services expenses (Part IX)
$3,167,184
Management and general expenses
$576,853
Fundraising expenses
$158,670
Program service expenses (Part III)
$3,167,184

Program services were 81.2% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • CRAIG LAMBRECHT

    SYSTEM CEO

    Total calculated
    $1,548,282
    From this org
    $0
    From related orgs
    $1,510,765
    Other
    $37,517
    Hours/week
    1.25 + 48.75 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

  • THOMAS ORIGITANO

    TRUSTEE

    Total calculated
    $945,825
    From this org
    $0
    From related orgs
    $908,986
    Other
    $36,839
    Hours/week
    1 + 49 related

    Schedule J breakdown matched by us

    Base
    $0 + $906,486 related
    Bonus
    $0
    Other
    $0 + $2,500 related
    Deferred
    $0 + $19,050 related
    Nontaxable benefits
    $0 + $17,789 related
    Filer's total
    $0 + $945,825 related

  • JOE MCCLAFFERTY

    FOUNDATION PRESIDENT

    Total calculated
    $491,211
    From this org
    $0
    From related orgs
    $460,958
    Other
    $30,253
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $0 + $415,458 related
    Bonus
    $0 + $45,500 related
    Other
    $0
    Deferred
    $0 + $18,621 related
    Nontaxable benefits
    $0 + $11,632 related
    Filer's total
    $0 + $491,211 related

  • KATE SWAGAR

    TRUSTEE

    Total calculated
    $680
    From this org
    $0
    From related orgs
    $680
    Other
    $0
    Hours/week
    1

  • LIBBY FIELDS

    CHAIR

    Total calculated
    $0
    Hours/week
    1

  • JOE KOLA

    CHAIR ELECT

    Total calculated
    $0
    Hours/week
    1

  • FRANK CHESNOS

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • JIM COLES

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • NICK COUSSOULIS

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • SALLY HOLAND

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • TERESA KENNEDY

    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

  • JIM OLIVERSON

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • CHRIS PARSON

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • SHANNAN REICHENBERG

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • MARCIA RIEKE

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • ERIC SCHMIDT

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • JENNIFER SLITER

    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

  • COLE TURNER

    SYSTEM CFO

    Total calculated
    $1,236,235
    From this org
    $0
    From related orgs
    $1,206,979
    Other
    $29,256
    Hours/week
    1.25 + 48.75 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

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, JOE MCCLAFFERTY, 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 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

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.

Related corporations and trusts

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

Provenance

Return type
form_990
Tax year
2023
Filed
15 November 2024
IRS schema version
2023v5.1
Source object
202443209349321874

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