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Nonprofiteer
← ASSIST - FLATHEAD VALLEY

Form 990 for tax year 2022

Filed by ASSIST - FLATHEAD VALLEY.

Totals

Total revenue
$145,229
Total expenses
$1,103,959
Contributions and grants received
$145,229
Grants paid
$0
Program service revenue
$0
Investment income
$0
Other revenue
$0
Total assets, end of year
$368,368
Total liabilities, end of year
$976,077
Net assets or fund balances, end of year
-$607,709
Program services expenses (Part IX)
$968,680
Management and general expenses
$135,279
Fundraising expenses
$0
Program service expenses (Part III)
$968,680

Program services were 87.7% 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.

  • 1d · Related organizations

    $60,712

  • 1f · All other contributions, gifts and grants

    $84,517

  • 1g · Noncash contributions included above

    $60,712

Functional expenses

Part IX, the statement of functional expenses.

  • 7 · Other salaries and wages

    total $645,184 · program services $572,520 · management and general $72,664

  • 8 · Pension plan contributions

    total $33,347 · program services $28,345 · management and general $5,002

  • 9 · Other employee benefits

    total $127,943 · program services $108,751 · management and general $19,192

  • 10 · Payroll taxes

    total $48,649 · program services $41,352 · management and general $7,297

  • 11a · Fees: management

    total $7,321 · program services $7,321

  • 12 · Advertising and promotion

    total $120 · program services $120

  • 13 · Office expenses

    total $39,282 · program services $39,282

  • 16 · Occupancy

    total $108,152 · program services $108,152

  • 22 · Depreciation, depletion and amortization

    total $62,837 · program services $62,837

  • 24a · Other expenses: ALLOCATED EXPENSES

    total $31,124 · management and general $31,124

Balance sheet

Part X, book values.

  • 4 · Accounts receivable

    end of year $10,111

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

    $699,081

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

    $350,186

  • 10c · Land, buildings and equipment, net

    beginning of year $351,021 · end of year $348,895

  • 15 · Other assets

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

  • 25 · Other liabilities

    beginning of year $0 · end of year $976,077

  • 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 -$3,016,956 · end of year -$3,975,686

Mission and programs · 2022

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 $968,680

As filed on the 2022 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
    $1,287,919
    From this org
    $0
    From related orgs
    $1,250,055
    Other
    $37,864
    Hours/week
    1 + 49 related

    Schedule J breakdown matched by us

    Base
    $0 + $963,668 related
    Bonus
    $0 + $286,387 related
    Other
    $0
    Deferred
    $0 + $20,678 related
    Nontaxable benefits
    $0 + $17,186 related
    Filer's total
    $0 + $1,287,919 related

  • Deborah Wilson

    DIRECTOR

    Total calculated
    $611,480
    From this org
    $0
    From related orgs
    $603,419
    Other
    $8,061
    Hours/week
    0.2 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $252,305 related
    Bonus
    $0
    Other
    $0 + $351,114 related
    Deferred
    $0
    Nontaxable benefits
    $0 + $8,061 related
    Filer's total
    $0 + $611,480 related

  • Amanda Pokorny

    CHAIR - PART YEAR

    Total calculated
    $137,843
    From this org
    $0
    From related orgs
    $114,396
    Other
    $23,447
    Hours/week
    0.2 + 50 related

  • Aarika Pirker

    CHAIR - PART YEAR

    Total calculated
    $128,391
    From this org
    $0
    From related orgs
    $105,733
    Other
    $22,658
    Hours/week
    0.2 + 50 related

  • Mandi Cole

    SECRETARY

    Total calculated
    $113,666
    From this org
    $0
    From related orgs
    $91,427
    Other
    $22,239
    Hours/week
    0.2 + 50 related

  • Jane Emmert

    EXEC DIRECTOR

    Total calculated
    $90,637
    From this org
    $0
    From related orgs
    $70,690
    Other
    $19,947
    Hours/week
    50

  • Evan Harris

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    0.2

  • Eric Hansen

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.2

  • Curtis Lund

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.2

  • Craig Boyer

    SYSTEM CFO

    Total calculated
    $697,064
    From this org
    $0
    From related orgs
    $672,222
    Other
    $24,842
    Hours/week
    1 + 49 related

    Schedule J breakdown matched by us

    Base
    $0 + $571,088 related
    Bonus
    $0 + $101,134 related
    Other
    $0
    Deferred
    $0 + $16,474 related
    Nontaxable benefits
    $0 + $8,368 related
    Filer's total
    $0 + $697,064 related

  • Cole Turner

    SYSTEM CFO

    Total calculated
    $459,472
    From this org
    $0
    From related orgs
    $453,733
    Other
    $5,739
    Hours/week
    1 + 49 related

    Schedule J breakdown matched by us

    Base
    $0 + $133,733 related
    Bonus
    $0 + $320,000 related
    Other
    $0
    Deferred
    $0 + $1,442 related
    Nontaxable benefits
    $0 + $4,297 related
    Filer's total
    $0 + $459,472 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, LINES 4A-B
DEBORAH WILSON RECEIVED A SEVERENCE PAYMENT PURSUANT TO AGREEMENT VOLUNTARILY ENTERED INTO BY THE PARTIES. CRAIG LAMBRECHT AND DEBORAH WILSON 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
2022
Filed
14 February 2024
IRS schema version
2022v5.0
Source object
202440469349302139

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