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Nonprofiteer
← NORTHWEST HORIZONS INC

Form 990 for tax year 2023

Filed by NORTHWEST HORIZONS INC.

Totals

Total revenue
$10,949,194
Total expenses
$13,229,351
Contributions and grants received
$60,000
Grants paid
$0
Program service revenue
$8,334,151
Investment income
$35,487
Other revenue
$2,519,556
Total assets, end of year
$38,855,105
Total liabilities, end of year
$21,164,195
Net assets or fund balances, end of year
$17,690,910
Program services expenses (Part IX)
$10,886,302
Management and general expenses
$2,343,049
Fundraising expenses
$0
Program service expenses (Part III)
$10,886,302

Program services were 82.3% 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
    3.75 + 46.25 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

  • ADAM SMITH DO

    TRUSTEE

    Total calculated
    $443,814
    From this org
    $0
    From related orgs
    $415,002
    Other
    $28,812
    Hours/week
    0.25 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $325,802 related
    Bonus
    $0 + $89,200 related
    Other
    $0
    Deferred
    $0 + $11,797 related
    Nontaxable benefits
    $0 + $17,015 related
    Filer's total
    $0 + $443,814 related

  • STANLEY MAKMAN

    TRUSTEE

    Total calculated
    $413,392
    From this org
    $0
    From related orgs
    $376,577
    Other
    $36,815
    Hours/week
    0.25 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $376,577 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $19,800 related
    Nontaxable benefits
    $0 + $17,015 related
    Filer's total
    $0 + $413,392 related

  • RHONDA SWANEY

    CHAIR

    Total calculated
    $0
    Hours/week
    0.25

  • MICHAEL GOGUEN

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    0.25

  • CAROL STEPHENS-DONALDSON

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.25

  • MICHELLE HARRIS

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.25

  • JANE KARAS

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.25

  • MARTHA KATZ

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.25

  • CHARLES LUDDEN MD

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.25

  • LARRY MCEVOY MD

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.25

  • COLE TURNER

    SYSTEM CFO

    Total calculated
    $1,236,235
    From this org
    $0
    From related orgs
    $1,206,979
    Other
    $29,256
    Hours/week
    3.75 + 46.25 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

  • KELLY BILAU

    ADMINISTRATOR

    Total calculated
    $182,032
    From this org
    $155,255
    From related orgs
    $0
    Other
    $26,777
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $135,988
    Bonus
    $19,267
    Other
    $0
    Deferred
    $9,622
    Nontaxable benefits
    $17,155
    Filer's total
    $182,032

  • TAMERA STITES

    NURSE

    Total calculated
    $175,479
    From this org
    $153,620
    From related orgs
    $0
    Other
    $21,859
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $134,938
    Bonus
    $11,380
    Other
    $7,302
    Deferred
    $5,261
    Nontaxable benefits
    $16,598
    Filer's total
    $175,479

  • SHILO FRITZ

    DIRECTOR OF NURSING

    Total calculated
    $170,127
    From this org
    $144,022
    From related orgs
    $0
    Other
    $26,105
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $129,725
    Bonus
    $14,297
    Other
    $0
    Deferred
    $8,957
    Nontaxable benefits
    $17,148
    Filer's total
    $170,127

  • JAMIE SCHEFTER

    PHYSICIAN

    Total calculated
    $141,269
    From this org
    $122,591
    From related orgs
    $0
    Other
    $18,678
    Hours/week
    50

  • CRAIG HEINE

    NURSE

    Total calculated
    $136,846
    From this org
    $113,574
    From related orgs
    $0
    Other
    $23,272
    Hours/week
    50

  • ANGEL HENDERSON

    NURSE

    Total calculated
    $133,324
    From this org
    $115,075
    From related orgs
    $0
    Other
    $18,249
    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

  • 1a · Health or social club dues or initiation fees
  • 1b · Written policy on the line-1a expenses
  • 2 · Substantiation required before reimbursing expenses
  • 3 · Compensation committee
  • 3 · Form 990 of other organizations
  • 3 · Written employment contract
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee
  • 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
HEALTH OR SOCIAL CLUB DUES OR INITIATION FEES - THE MEMBERS OF NWH'S ADMINISTRATIVE TEAM RECEIVE A FREE MEMBERSHIP TO THE SUMMIT MEDICAL FITNESS CENTER, AN AFFILIATED ORGANIZATION.
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 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.

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

    RELATED · COMMERICAL BUILDING RENTAL · MT · 60.75% owned · share of income $2,309,512 · share of assets $70,758,239 · general or managing partner

    Directly controlled by NORTHWEST HORIZONS INC

Related corporations and trusts

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

Provenance

Return type
form_990
Tax year
2023
Filed
6 November 2024
IRS schema version
2023v5.1
Source object
202443209349322049

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