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Nonprofiteer
← NORTH VALLEY HOSPITAL FOUNDATION

Form 990 for tax year 2022

Filed by NORTH VALLEY HOSPITAL FOUNDATION.

Totals

Total revenue
$513,630
Total expenses
$830,782
Contributions and grants received
$469,442
Grants paid
$821,978
Program service revenue
$0
Investment income
$13,443
Other revenue
$30,745
Total assets, end of year
$1,243,830
Total liabilities, end of year
$66,976
Net assets or fund balances, end of year
$1,176,854
Program services expenses (Part IX)
$830,782
Management and general expenses
$0
Fundraising expenses
$0
Program service expenses (Part III)
$830,782

Program services were 100.0% 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.

  • 1f · All other contributions, gifts and grants

    $469,442

  • 3 · Investment income

    total $13,443 · excluded $13,443

  • 10a · Gross sales of inventory

    $57,223

  • 10b · Cost of goods sold

    $45,121

  • 10c · Net income from sales of inventory

    total $12,102 · excluded $12,102

  • 11a · Other revenue: BAD DEBTS RECOVERED

    total $18,121 · excluded $18,121

  • 11b · Other revenue: OTHER

    total $522 · excluded $522

  • 11e · Other revenue, total

    $18,643

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $811,478 · program services $811,478

  • 2 · Grants to domestic individuals

    total $10,500 · program services $10,500

  • 13 · Office expenses

    total $5,492 · program services $5,492

  • 17 · Travel

    total $666 · program services $666

  • 24a · Other expenses: BANK FEES

    total $2,646 · program services $2,646

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $181,313 · end of year $187,174

  • 2 · Savings and temporary cash investments

    beginning of year $334,409 · end of year $113,672

  • 3 · Pledges and grants receivable

    beginning of year $490,799 · end of year $409,129

  • 8 · Inventories for sale or use

    beginning of year $48,193 · end of year $41,673

  • 11 · Investments: publicly traded securities

    beginning of year $513,827 · end of year $491,660

  • 15 · Other assets

    beginning of year $0 · end of year $522

  • 17 · Accounts payable and accrued expenses

    beginning of year $30,343 · end of year $66,976

  • 27 · Net assets without donor restrictions

    beginning of year $705,087 · end of year $509,927

  • 28 · Net assets with donor restrictions

    beginning of year $833,111 · end of year $666,927

Mission and programs · 2022

Mission

TO INSPIRE A CULTURE OF GIVING WHICH ASSURES THE TRADITION OF EXCELLENT HEALTH CARE FOR THE COMMUNITY AND ITS HEIRS

Activities or mission (Part I)

TO INSPIRE A CULTURE OF GIVING TO ASSURE THE TRADITION OF EXCELLENT HEALTH CARE FOR THE COMMUNITY AND ITS HEIRS

  • LOGAN HEALTH WHITEFISH FOUNDATION IS DEDICATED TO SUPPORTING LOGAN HEALTH - WHITEFISH, A 501(C)(3) CRITICAL ACCESS HOSPITAL SERVING THE COMMUNITY OF WHITEFISH, MONTANA. COMMITIED TO ENHANCING HEALTH CARE SERVICES AND PROMOTING WELL-BEING, THE FOUNDATION COLLABORATES WITH THE HOSPITAL TO ENSURE ACCESS TO QUALITY MEDICAL CARE AND IMPROVE THE OVERALL HEALTH OF THE COMMUNITY.

    Expenses $830,782 · Grants $821,978

As filed on the 2022 return.

Listed in Part VII

  • Deven Robinson

    VICE CHAIR

    Total calculated
    $185,016
    From this org
    $0
    From related orgs
    $165,952
    Other
    $19,064
    Hours/week
    1 + 49 related

    Schedule J breakdown matched by us

    Base
    $0 + $137,049 related
    Bonus
    $0 + $14,433 related
    Other
    $0 + $14,470 related
    Deferred
    $0 + $8,370 related
    Nontaxable benefits
    $0 + $10,694 related
    Filer's total
    $0 + $185,016 related

  • Kathleen Cummings

    MEMBER

    Total calculated
    $41,741
    From this org
    $0
    From related orgs
    $39,685
    Other
    $2,056
    Hours/week
    1 + 49 related

  • Katie Lesar

    CHAIR

    Total calculated
    $0
    Hours/week
    2

  • Clay Binford

    TREASUER

    Total calculated
    $0
    Hours/week
    1

  • Gregory Adams

    MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Cassie Baldelli

    MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Brittany Coburn

    MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Patti Codiga

    MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Linda Cornutt

    MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Marcus Duffey

    MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Terri Dunn

    MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Michelle Hadidi

    MEMBER

    Total calculated
    $0
    Hours/week
    1

  • John Hughes

    MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Cody Kirk

    MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Janet Leishman

    MEMBER

    Total calculated
    $0
    Hours/week
    1

  • John Manuel

    MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Ron Miller

    MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Victoria Reich

    MEMBER

    Total calculated
    $0
    Hours/week
    1

  • 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
    0.25 + 49.75 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

  • Craig Boyer

    SYSTEM CFO PART YEAR

    Total calculated
    $697,064
    From this org
    $0
    From related orgs
    $672,222
    Other
    $24,842
    Hours/week
    0.25 + 49.75 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
    0.25 + 49.75 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

  • Alan Satterlee

    EXEC DIRECTOR PART YEAR

    Total calculated
    $91,618
    From this org
    $0
    From related orgs
    $81,965
    Other
    $9,653
    Hours/week
    40

  • Kalen Young

    EXECUTIVE DIRECTOR AND SECRETARY

    Total calculated
    $31,873
    From this org
    $0
    From related orgs
    $28,778
    Other
    $3,095
    Hours/week
    40

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 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.

  • FLATHEAD HOSPITAL DEVELOPMENT COMPANY LLC

    N/A · COMMERCIAL 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
202420469349302037

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