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Nonprofiteer
← LOGAN HEALTH - CONRAD

Form 990 for tax year 2023

Filed by LOGAN HEALTH - CONRAD.

Totals

Total revenue
$13,468,962
Total expenses
$15,659,252
Contributions and grants received
$192,298
Grants paid
$0
Program service revenue
$13,027,991
Investment income
$248,673
Other revenue
$0
Total assets, end of year
$22,870,123
Total liabilities, end of year
$9,008,952
Net assets or fund balances, end of year
$13,861,171
Program services expenses (Part IX)
$14,709,102
Management and general expenses
$950,150
Fundraising expenses
$0
Program service expenses (Part III)
$14,709,102

Program services were 93.9% 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

    $190,070

  • 1e · Government grants (contributions)

    $2,228

  • 2a · Program service revenue: MEDICAL SERVICE REVENUE

    total $12,173,264 · related or exempt $12,173,264

  • 2b · Program service revenue: OTHER PATIENT REVENUE

    total $854,727 · related or exempt $854,727

  • 3 · Investment income

    total $234,527 · excluded $234,527

  • 7a · Gross sales of assets other than inventory

    securities $66,139

  • 7b · Less cost or other basis and sales expenses

    securities $51,993

  • 7c · Gain or loss

    securities $14,146

  • 7d · Net gain or loss

    total $14,146 · excluded $14,146

Functional expenses

Part IX, the statement of functional expenses.

  • 7 · Other salaries and wages

    total $5,746,654 · program services $5,487,962 · management and general $258,692

  • 8 · Pension plan contributions

    total $330,802 · program services $330,802

  • 9 · Other employee benefits

    total $722,967 · program services $678,904 · management and general $44,063

  • 10 · Payroll taxes

    total $426,998 · program services $417,577 · management and general $9,421

  • 11c · Fees: accounting

    total $86,237 · program services $42,755 · management and general $43,482

  • 11g · Fees: other

    total $3,615,279 · program services $3,587,754 · management and general $27,525

  • 12 · Advertising and promotion

    total $10,102 · program services $3,215 · management and general $6,887

  • 13 · Office expenses

    total $73,887 · program services $41,414 · management and general $32,473

  • 16 · Occupancy

    total $554,176 · program services $531,202 · management and general $22,974

  • 17 · Travel

    total $33,120 · program services $32,868 · management and general $252

  • 20 · Interest

    total $41,557 · management and general $41,557

  • 22 · Depreciation, depletion and amortization

    total $581,078 · program services $493,972 · management and general $87,106

  • 23 · Insurance

    total $140,320 · program services $21,773 · management and general $118,547

  • 24a · Other expenses: ALLOCATED EXPENSES

    total $1,739,630 · program services $1,580,650 · management and general $158,980

  • 24b · Other expenses: SUPPLIES

    total $1,245,561 · program services $1,155,970 · management and general $89,591

  • 24c · Other expenses: BAD DEBTS

    total $310,884 · program services $302,284 · management and general $8,600

Balance sheet

Part X, book values.

  • 2 · Savings and temporary cash investments

    beginning of year $9,002,975 · end of year $9,307,308

  • 4 · Accounts receivable

    beginning of year $1,720,931 · end of year $2,696,340

  • 8 · Inventories for sale or use

    beginning of year $206,912 · end of year $215,021

  • 9 · Prepaid expenses and deferred charges

    beginning of year $150,149 · end of year $310,425

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

    $22,667,456

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

    $13,585,903

  • 10c · Land, buildings and equipment, net

    beginning of year $8,696,544 · end of year $9,081,553

  • 12 · Investments: other securities

    beginning of year $394,626 · end of year $340,880

  • 15 · Other assets

    beginning of year $632,872 · end of year $918,596

  • 17 · Accounts payable and accrued expenses

    beginning of year $2,114,379 · end of year $1,585,987

  • 23 · Secured mortgages and notes payable

    beginning of year $1,876,954 · end of year $1,733,164

  • 25 · Other liabilities

    beginning of year $795,050 · end of year $5,689,801

  • 27 · Net assets without donor restrictions

    beginning of year $15,579,308 · end of year $13,421,853

  • 28 · Net assets with donor restrictions

    beginning of year $439,318 · end of year $439,318

Mission and programs · 2023

Mission

AS AN ESSENTIAL MEMBER OF OUR REGIONAL COMMUNITY, LHC STRIVES TO BE A PROGRESSIVE HEALTHCARE BUSINESS DEVOTED TO PROVIDING ACCESS TO QUALITY HEALTHCARE AND EXCEEDING THE EXPECTATIONS OF THOSE WE SERVE THROUGH ALL LIFE'S STAGES.

Activities or mission (Part I)

EXCEED THE HEALTHCARE EXPECTATIONS OF THOSE WE SERVE THROUGH ALL OF LIFE'S STAGES.

  • LOGAN HEALTH - CONRAD (LHC) IS A 25-BED CRITICAL ACCESS HOSPITAL. LHC PROVIDED 77 INPATIENT DAYS AND 343 SWING BED PATIENT DAYS ALONG WITH A 24-HOUR EMERGENCY ROOM THAT ACCOUNTED FOR 1,205 VISITS. OUTPATIENT SERVICES SUCH AS LAB, X-RAY, PHYSICAL AND OCCUPATIONAL THERAPY, WELLNESS CENTER, SURGERY, AMBULANCE, CARDIAC REHAB, DME, HOME HEALTH, SPEECH THERAPY, SLEEP LAB AND RESPIRATORY THERAPY WERE PROVIDED TO MEMBERS OF OUR RURAL COMMUNITY SO THEY COULD RECEIVE THE SERVICES THEY NEEDED CLOSE TO HOME. THE SERVICES ARE ESSENTIAL FOR THE SURVIVAL OF OUR COMMUNITY.LHC MAINTAINS RECORDS TO IDENTIFY AND MONITOR THE LEVEL OF CHARITY CARE IT PROVIDES. THESE RECORDS INCLUDE THE AMOUNT OF CHARGES FOREGONE FOR SERVICES AND SUPPLIES FURNISHED UNDER ITS CHARITY CARE POLICY AND EQUIVALENT SERVICE STATISTICS. THE AMOUNTS OF CHARGES FOREGONE FOR SERVICES PROVIDED UNDER THE FACILITY'S CHARITY CARE POLICY WAS $45,190.

    Expenses $10,294,413 · Revenue $9,192,267

  • LOGAN HEALTH CARE CENTER IS A 59-BED NURSING HOME OFFERING 24-HOUR CARE AND NURSING SERVICES PROVIDED BY LICENSED, CERTIFIED AND COMPASSIONATE STAFF MEMBERS. THE FACILITY HAD 10,860 TOTAL PATIENT DAYS. SPECIALIZED SERVICES ARE ALSO AVAILABLE INCLUDING THOSE OFFERED BY A PHYSICAL THERAPIST, OCCUPATIONAL THERAPIST, SPEECH THERAPIST, AND MEDICAL SOCIAL WORKER. THE CARE CENTER HAS A REMARKABLE LIFE ENRICHMENT PROGRAM THAT OFFERS ACTIVITIES 7 DAYS A WEEK TO INCLUDE EXERCISE, SOCIALS, GAMES, THEME PARTIES, PETS, GARDENING, COOKING, LIVE MUSIC, CRAFTS, AND OUTINGS.THE CENTER HAS A 14-BED SPECIAL CARE UNIT DESIGNATED FOR RESIDENTS WITH PERVASIVE MEMORY LOSS AND CONFUSION, PROVIDING AN EXTRA TOUCH OF ATTENTION AND SUPERVISION.

    Expenses $2,972,649 · Revenue $2,739,733

  • LOGAN HEALTH RURAL HEALTH CLINIC IS A FAMILY PRACTICE RURAL HEALTH CLINIC DEDICATED TO PROVIDING AND COORDINATING COMPREHENSIVE SERVICES TO THE ENTIRE FAMILY. OUR PHYSICIANS ARE BOARD CERTIFIED FAMILY PRACTITIONERS. BOARDED FAMILY PRACTICE PHYSICIANS MUST COMPLETE AN ADDITIONAL THREE YEARS OF SPECIALIZED TRAINING ABOVE AND BEYOND THAT OF MEDICAL SCHOOL. FAMILY PRACTITIONERS ARE TRAINED IN ALL AVENUES OF MEDICINE, SO THEY CAN PROVIDE A FULL RANGE OF CARE. LHRHC ADVANCED PRACTICE PROVIDERS ARE LICENSED BY THE STATE OF MONTANA AND SPECIALIZE IN FAMILY MEDICINE AND URGENT CARE. OUR PROVIDERS PROMOTE HEALTHY LIFESTYLES AND CONTINUALLY STRENGTHEN THE RELATIONSHIP BETWEEN THE CLINIC AND COMMUNITY, WITH EXCELLENT, TIMELY, AND COMPASSIONATE PATIENT CARE, ENSURING PATIENT ACCESS WITH SAME DAY AVAILABILITY.THE CLINIC HAS 1 PHYSICIAN AND 4 ADVANCED PRACTICE PROVIDERS WHO PROVIDED SERVICES FOR 5,102 TOTAL CLINIC VISITS, INCLUDING PRIMARY CARE, ADULT, AND PEDIATRIC VISITS.

    Expenses $1,442,040 · Revenue $1,095,991

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 + 50 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 + 50 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

  • Jay Taylor MD

    PHYSICIAN

    Total calculated
    $571,806
    From this org
    $534,991
    From related orgs
    $0
    Other
    $36,815
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $375,133
    Bonus
    $0
    Other
    $159,858
    Deferred
    $19,800
    Nontaxable benefits
    $17,015
    Filer's total
    $571,806

  • Vicki Newmiller

    PRESIDENT OF SHELBY

    Total calculated
    $424,411
    From this org
    $0
    From related orgs
    $397,714
    Other
    $26,697
    Hours/week
    25 + 25 related

    Schedule J breakdown matched by us

    Base
    $0 + $348,979 related
    Bonus
    $0 + $34,513 related
    Other
    $0 + $14,222 related
    Deferred
    $0 + $16,585 related
    Nontaxable benefits
    $0 + $10,112 related
    Filer's total
    $0 + $424,411 related

  • Patrick Alduenda

    PRACTICE PROVIDER

    Total calculated
    $206,718
    From this org
    $205,689
    From related orgs
    $0
    Other
    $1,029
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $0
    Bonus
    $0
    Other
    $205,689
    Deferred
    $1,029
    Nontaxable benefits
    $0
    Filer's total
    $206,718

  • Ronald Ray

    NURSE PRACTITIONER

    Total calculated
    $155,625
    From this org
    $133,379
    From related orgs
    $0
    Other
    $22,246
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $114,458
    Bonus
    $0
    Other
    $18,921
    Deferred
    $8,203
    Nontaxable benefits
    $14,043
    Filer's total
    $155,625

  • Erica Krings

    PRACTICE PROVIDER

    Total calculated
    $145,707
    From this org
    $126,645
    From related orgs
    $0
    Other
    $19,062
    Hours/week
    50

  • Heather Johns

    DIRECTOR OF NURSING

    Total calculated
    $136,505
    From this org
    $128,742
    From related orgs
    $0
    Other
    $7,763
    Hours/week
    50

  • Bernard Ries

    CHAIR

    Total calculated
    $0
    Hours/week
    1

  • Debbie Sturm

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    1

  • Sean Bengochea

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Heather Johnstone

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Carole Jones

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Jim Morren

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

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

  • 3 · Approval by the board or compensation committee
  • 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, COLE TURNER, AND VICKI NEWMILLER PARTICIPATED IN A SECTION 457(F) DEFERRED COMPENSATION PLAN BUT RECEIVED NO PAYMENT FROM THE PLAN. 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

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
14 November 2024
IRS schema version
2023v5.1
Source object
202403209349322555

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