2025-05-13T14:45:26-05:00 2024-06-30 410746749 CLIFTONLARSONALLEN LLP 10700 NORTHUP WAY SUITE 200 BELLEVUE WA 98004 990 2023-07-01 810224734 MEMORIAL HOSPITAL ASSOCIATION MEMO 4064460610 PO BOX 590 RED LODGE MT 59068 ABBY LOTZ RN CEO 4064460610 2025-05-07 1 1 KURT BENNION CPA P01469618 4252506100 2023 2025-03-06 01:10:19Z BEARTOOTH BILLINGS CLINIC ABBY LOTZ RN PO BOX 590 RED LODGE MT 59068 23594462 0 X WWW.BEARTOOTHBILLINGSCLINIC.ORG X 1948 MT TO SAVE LIVES AND PROMOTE HEALTHY LIVING. 12 11 172 35 194348 0 1711461 301273 19629855 20363794 231171 455899 105770 43200 21678257 21164166 496343 467286 0 0 8688878 8544803 0 0 47712 10868534 12016406 20053755 21028495 1624502 135671 29711269 30192005 16054326 15790109 13656943 14401896 THE MISSION OF THE ORGANIZATION IS TO SAVE LIVES AND PROMOTE HEALTHY LIVING. THE ORGANIZATIONAL VALUES INCLUDE ACCOUNTABILITY, COMPASSION, PASSION FOR EXCELLENCE, LOVE AND INNOVATION. 0 0 13687431 467286 20169446 BEARTOOTH BILLINGS CLINIC IS A CRITICAL ACCESS HOSPITAL PROVIDING ACUTE AND TRANSITIONAL CARE, OUTPATIENT SURGICAL SERVICES, DIAGNOSTIC SERVICES, REHABILITATION, AND HOSPICE/HOME CARE FOR RED LODGE, MONTANA AND THE SURROUNDING AREA PAID FOR THROUGH PATIENT FEES, MEDICARE AND MEDICAID, AND PRIVATE INSURANCE REIMBURSEMENTS. 13687431 1 1 0 1 0 0 0 0 0 1 1 0 0 0 1 0 0 1 0 0 0 0 0 0 0 0 1 1 1 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 1 41 0 1 172 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 12 11 0 1 1 0 1 1 0 1 0 0 0 1 1 1 1 1 1 1 1 0 X LINDA HARRIS CPA 4064460610 2525 N BROADWAY RED LODGE MT 59068 KATE WYMAN LAB MANAGER 40.00 0.00 X 146720 0 32841 LINDA HARRIS CPA CFO 30.00 10.00 X 125341 0 43816 DEREK STIEGEMEIER CHIEF OPERATION OFFICER 40.00 0.00 X 142730 0 23097 BRIDGETT CHARTIER CHIEF NURSING OFFICER 40.00 0.00 X 136438 0 15773 STEPHANIE BALDWIN CHIEF COMPLIANCE OFFICER 40.00 0.00 X 112571 0 39495 BARBARA HEBERT MEDICAL TECHNOLOGIST 40.00 0.00 X 121165 0 12387 ABBY LOTZ CEO 39.25 0.75 X 0 0 0 KELLY HEATON PRESIDENT 2.00 0.00 X X 0 0 0 SARAH EWALD VICE PRESIDENT 2.00 0.00 X X 0 0 0 DICK FELLOWS SECRETARY/TREASURER 2.00 0.00 X X 0 0 0 JIM DUNCAN PAST PRESIDENT 2.00 0.00 X X 0 0 0 GEORGE CLOW DIRECTOR 1.00 0.00 X 0 0 0 JOHN CROCKER DIRECTOR 1.00 0.00 X 0 0 0 TROY KANE DIRECTOR 1.00 0.00 X 0 0 0 TARA MASTEL DIRECTOR 1.00 0.00 X 0 0 0 STEVE MUTH DIRECTOR 1.00 0.00 X 0 0 0 WILLIAM OLEY MD DIRECTOR 40.00 0.00 X 0 0 0 GUY SCHMIDT MD DIRECTOR 1.00 0.00 X 0 0 0 STEVE SMITH DIRECTOR 1.00 0.00 X 0 0 0 784965 0 167409 11 0 1 0 BILLINGS CLINIC PO BOX 37000 BILLINGS MT 59107 MANAGEMENT SERVICES AND VARIOUS OTHER SE 3454669 FOREFRONT HEALTHCARE 22622 HARPER AVENUE SAINT CLAIR SHORES MN 48008 FOOD SERVICE 227354 MONIDA SHARED IMAGING LLC 1200 S RESERVE SUITE H MISSOULA MT 59801 MRI PROVIDER 227334 CUSHING TERRELL PO BOX 30071 BILLINGS MT 59107 ARCHITECT SERVICES 225328 REVENUE ENTERPRISES 3131 SOUTH VAUGHN WAY 500 AURORA CO 80014 AR EARLY OUT PROVIDER 166132 9 31354 232919 37000 301273 NET PATIENT REVENUE 621110 19743343 19743343 CHILDREN'S CENTER 624410 222603 28255 194348 OTHER PROGRAM SERVICES 900099 217230 217230 PHARMACY 456110 180618 180618 20363794 473369 473369 28629 0 28629 28629 28629 2412826 2430296 -17470 -17470 -17470 MISCELLANEOUS INCOME 900099 14571 14571 14571 21164166 20169446 194348 499099 X 29771 29771 437515 437515 810538 573463 215523 21552 6558870 4452834 2093071 12965 195123 46020 149103 492353 255199 237154 487919 318328 167939 1652 17741 826 16915 61927 61927 5609104 4037824 1570680 600 195268 75270 112141 7857 591411 110645 478490 2276 56304 10130 46174 538744 255079 283665 114620 105326 9294 48580 25452 22714 414 422267 10125 412142 1211276 334295 876745 236 152075 152075 MEDICAL SUPPLIES 1446963 1414548 32410 5 BAD DEBT 984121 984121 DIETARY/FOOD 239653 201051 38447 155 BED TAX 234887 234887 91465 9609 81856 21028495 13687431 7293352 47712 2063390 2299784 2896208 3472097 289589 266804 132352 83202 26127674 16192385 10421936 9935289 13460388 13807503 447406 327326 29711269 30192005 1644950 1738040 28532 22553 14016473 13426727 364371 602789 16054326 15790109 X 13632443 14377396 24500 24500 13656943 14401896 29711269 30192005 135671 609282 0 X X 0 1 X 1 1 1 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 0 0 0 0 0 0 1 21729 21729 0 PART II-B, LINE 1: A PORTION OF THE DUES PAID TO THE MONTANA HOSPITAL ASSOCIATION, THE AMERICAN HOSPITAL ASSOCIATION, AND LEADING AGE BY MEMORIAL HOSPITAL ASSOCIATION WAS ALLOCABLE TO LOBBYING ACTIVITIES. 1425886 13134 152826 1591846 1608527 29871 138535 351047 1425886 1815903 55139 -262515 1608527 1379415 12856 423632 1815903 1358501 46335 -25421 1379415 0.04532 0.65605 0.29863 0 1 1 771718 771718 17029357 9958972 7070385 7872355 6233413 1638942 454244 454244 9935289 OPERATING LEASE LIABILITY 113230 FINANCE LEASE LIABILITY 145498 ESTIMATED THIRD-PARTY SETTLEMENT PAYABLES 344061 602789 21491937 609282 1140125 1749407 19742530 1421636 1421636 21164166 19720708 113849 113849 19606859 1421636 1421636 21028495 PART V, LINE 4: THE FOUNDATION'S ENDOWMENT CONSISTS OF NUMEROUS INDIVIDUAL FUNDS ESTABLISHED FOR A VARIETY OF PURPOSES. THE ENDOWMENT INCLUDES BOTH DONOR-RESTRICTED ENDOWMENT FUNDS AND FUNDS DESIGNATED BY THE GOVERNING BODY TO FUNCTION AS ENDOWMENTS (BOARD DESIGNATED ENDOWMENT FUNDS). PERMANENTLY RESTRICTED NET ASSETS CONSIST OF DONOR RESTRICTED CONTRIBUTIONS TO A PERMANENT ENDOWMENT FUND, THE PRINCIPAL OF WHICH IS REQUIRED TO REMAIN IN PERPETUITY. THE INCOME GENERATED FROM PERMANENTLY RESTRICTED ASSETS MAY BE USED TO PERPETUATE AND ASSIST IN SATISFYING OPERATING EXPENSES AND CAPITAL IMPROVEMENTS FOR BEARTOOTH BILLINGS CLINIC. PART XI, LINE 2D - OTHER ADJUSTMENTS: FOUNDATION REVENUE 1,189,587. CONSOLIDATING ELIMINATIONS -49,462. PART XI, LINE 4B - OTHER ADJUSTMENTS: BAD DEBT EXPENSE 984,121. CHARITY CARE 437,515. PART XII, LINE 2D - OTHER ADJUSTMENTS: FOUNDATION EXPENSES 163,311. CONSOLIDATING ELIMINATIONS -49,462. PART XII, LINE 4B - OTHER ADJUSTMENTS: BAD DEBT EXPENSE 984,121. CHARITY CARE 437,515. 1 1 X 1 X 110.000000000000 1 X 1 1 1 0 0 126 248093 248093 0.01240 1737532 1779367 0 0.00000 126 1985625 1779367 248093 0.01240 21 54600 0 54600 0.00270 14 206078 206078 0.01030 7 25 7191394 4516969 2674425 0.13340 27 25888 0 25888 0.00130 69 25 7477960 4516969 2960991 0.14770 69 151 9463585 6296336 3209084 0.16010 432553 314859 117694 0.00590 432553 314859 117694 0.00590 1 984121 0 3515274 4795177 -1279903 X 1 1 1 1 BEARTOOTH BILLINGS CLINIC PO BOX 590 RED LODGE MT 59068 WWW.BEARTOOTHBILLINGSCLINIC.ORG 13419 X X X X CLINIC BEARTOOTH BILLINGS CLINIC 1 0 0 1 X X X X X X X X X 22 1 0 0 1 X SEE PART V, SECTION C FOR URL X X 1 22 1 SEE PART V, SECTION C FOR URL 0 1 X 110.000000000000 300.000000000000 X X X X 1 1 X X X X 1 X SEE PART V, SECTION C FOR URL X SEE PART V, SECTION C FOR URL X SEE PART V, SECTION C FOR URL X X X X X X 1 X 0 X X X X 1 X 0 0 BEARTOOTH BILLINGS CLINIC PART V, SECTION B, LINE 5: IN FEBRUARY 2022, A DIVERSE GROUP OF COMMUNITY MEMBERS REPRESENTING VARIOUS ORGANIZATIONS AND POPULATIONS WITHIN THE COMMUNITY CAME TOGETHER TO BEGIN THE COMMUNITY HEALTH NEEDS ASSESSMENT. IN MARCH 2022, SURVEYS WERE SENT TO 800 RANDOMLY SELECTED COMMUNITY MEMBERS, OF WHICH 150 WERE COMPLETED AND SUBMITTED. FINALLY, KEY INFORMANT INTERVIEWS WERE CONDUCTED TO IDENTIFY IMPORTANT LOCAL HEALTHCARE ISSUES, HOW TO IMPROVE THE HEALTH OF THE COMMUNITY, AND GAPS IN HEALTH SERVICES. BEARTOOTH BILLINGS CLINIC PART V, SECTION B, LINE 7D: HTTPS://WWW.BEARTOOTHBILLINGSCLINIC.ORG/WP-CONTENT/UPLOADS/2024/05/BBC_2022_CHNA-REPORT-FINAL.PDFHTTPS://WWW.BEARTOOTHBILLINGSCLINIC.ORG/WP-CONTENT/UPLOADS/2023/02/BBCIMPLEMENTATIONPLANREPORTAPPROVED_2022.PDF BEARTOOTH BILLINGS CLINIC PART V, SECTION B, LINE 11: BEARTOOTH BILLINGS CLINIC APPROVED ITS MOST RECENT IMPLEMENTATION PLAN ON JANUARY 25, 2023. THE PLAN PRIORITIZED THE FOLLOWING HEALTH ISSUES.1. MENTAL AND BEHAVIORAL HEALTH2. ACCESS TO HEALTHCARE SERVICES3. CHRONIC DISEASE PREVENTION AND MANAGEMENT.GOAL #1- MENTAL AND BEHAVIORAL HEALTH1. EXPAND BBC'S INTEGRATED BEHAVIORAL HEALTH MODEL IN THE CLINIC SETTING TO MEET THE INCREASING DEMAND AMONG CHILDREN AND YOUNG ADULTS BY HIRING A LICENSED CLINICAL SOCIAL WORKER (LCSW). 2. FOSTER RELATIONSHIPS WITH SCHOOLS IN THE SERVICE AREA TO ENHANCE ACCESS TO BEHAVIORAL HEALTH SERVICES FOR AREA YOUTH AND ADOLESCENTS. EXPLORE OPPORTUNITIES TO SUPPORT ONE ANOTHER, DISSEMINATE OUTREACH MATERIALS, AND IMPROVE OVERALL AWARENESS OF LOCAL BEHAVIORAL HEALTH RESOURCES. 3. SUSTAIN BBC'S ACTIVE PARTICIPATION ON THE LOCAL MENTAL HEALTH ADVISORY COUNCIL. PROVIDE REGULAR UPDATES OF THE COUNCIL TO THE LEADERSHIP TEAM. 4. CONTINUE TO IMPLEMENT SUICIDE SCREENING PROTOCOLS IN THE EMERGENCY DEPARTMENT. REGULARLY TRAIN AND EQUIP BBC STAFF OF ALL LEVELS WITH THE TOOLS AND KNOWLEDGE TO BE PREPARED TO ADEQUATELY RESPOND TO MENTAL AND BEHAVIORAL HEALTH PATIENTS (I.E., PRESENTING IN CRISIS, RESOURCES, ROUTINE CARE, ETC.). 5. EXPAND THE EMPLOYEE ASSISTANCE PROGRAM (EAP) FOR EMPLOYEES AND THEIR FAMILIES TO MEET THE INCREASED DEMAND, PROVIDING TIMELY MENTAL HEALTH SERVICES. AS THE AREA'S LARGEST EMPLOYER, IT IS VITAL TO SUSTAIN THIS RESOURCE CONSIDERING THE SOCIOECONOMICS AND RECENT ENVIRONMENTAL IMPACTS OF THE SERVICE AREA.GOAL #2 - ACCESS TO HEALTHCARE SERVICES1. EXPAND ACCESS TO SPECIALTY CARE SERVICES LOCALLY TO ALLEVIATE BARRIERS ASSOCIATED WITH TRAVEL FACED BY AREA RESIDENTS.2. EXPLORE THE FEASIBILITY OF EXPANDING DERMATOLOGY SERVICES TO BEING OFFERED MULTIPLE TIMES PER MONTH THROUGH ADDITIONAL SATELLITE CLINICS. 3. EXPLORE THE FEASIBILITY OF OFFERING SURGICAL SERVICES LOCALLY (I.E., ENDOSCOPY, GENERAL SURGERY, ORTHOPEDIC SURGERY, ETC.).4. CONTINUE TO EXPAND THE OUTPATIENT INFUSION SERVICES THAT ARE OFFERED THROUGH BBC. 5. EXPLORE THE FEASIBILITY OF OFFERING ADDITIONAL SPECIALTY SERVICES LOCALLY INCLUDING, BUT NOT LIMITED TO OPHTHALMOLOGY, AUDIOLOGY, ETC. 6. ENHANCE AWARENESS OF HEALTH SERVICES AND RESOURCES IN CARBON COUNTY. 7. EXPLORE OPPORTUNITIES TO DEVELOP PROTOCOL FOR LINKING PATIENTS TO COMMUNITY RESOURCES (I.E., LEVERAGE THE EHR TO FACILITATE PRESUMPTIVE ELIGIBILITY STATUS FOR PROGRAMS SUCH AS MEDICAID, MEDICARE, 340B PROGRAM, ETC.). DEVELOP METHODOLOGY AND PROTOCOL TO DISSEMINATE FINANCIAL ASSISTANCE RESOURCES WITH THE COMMUNITY. ENSURE THAT ALL OUTREACH IS DEVELOPED WITH HEALTH LITERACY IN MIND. 8. DEVELOP A LOCAL NETWORK OF PARTNERS TO ALIGN AND CHAMPION FUNDING OPPORTUNITIES FOR RESOURCES SUCH AS COMMUNITY HEALTH WORKERS AND COMMUNITY HEALTH INITIATIVES, ETC. 9. ENHANCE THE OUTREACH AND AWARENESS CAMPAIGN ASSOCIATED WITH OBSTETRICS/GYNECOLOGICAL (OB/GYN) AND PEDIATRIC SERVICES THAT ARE CURRENTLY AVAILABLE THROUGH BEARTOOTH BILLINGS CLINIC.GOAL #3 - CHRONIC DISEASE PREVENTION AND MANAGEMENT1. ENHANCE BEARTOOTH BILLINGS CLINIC'S EFFORTS IN CHRONIC CARE MANAGEMENT.2. CONTINUE EXPANDING THE CHRONIC CARE MANAGEMENT SERVICES AVAILABLE THROUGH BBC (I.E., OTHER COMPONENTS OF CHRONIC DISEASE INCLUDED). 3. SUSTAIN THE STROKE REHABILITATION SERVICES LOCALLY TO REDUCE PATIENTS NEED TO TRAVEL OUT OF THE AREA, WHICH INCLUDES A FULL COMPLEMENT OF THERAPISTS (PT, OT, SPEECH PATHOLOGIST, DIETICIAN, LCSW, ETC.). 4. DEVELOP AN INTAKE PROCESS FOR THE ACUTE STROKE MANAGEMENT PROGRAM, WITH THE ULTIMATE LONG-TERM GOAL OF WORKING TOWARDS BECOMING AN ACCREDITED STROKE INTAKE FACILITY. SUSTAIN A TASKFORCE TO CHAMPION THIS INTAKE PROCESS. 5. EXPLORE ADDING TELE-NEUROLOGY SERVICES LOCALLY. 6. SUPPORT AND ENGAGE IN COMMUNITY EDUCATION, AWARENESS AND OUTREACH ACTIVITIES RELATING TO STROKE MANAGEMENT AND CARE. THIS INCLUDES PROGRAMMING SUCH AS A STROKE CAMP, WHICH ALLOWS SPACE FOR CAREGIVERS AND SURVIVORS TO CONNECT AND SUPPORT ONE OTHER. PART V, SECTION B, LINE 10A: THE COMMUNITY HEALTH NEEDS ASSESSMENT REPORT AND IMPLEMENTATION STRATEGY ARE AVAILABLE ONLINE AT WWW.BEARTOOTHBILLINGSCLINIC.ORG/ABOUT-US-BEARTOO-BILLINGS-CLINIC/COMMUNITY-HEALTH-NEEDS-ASSESSMENTS/ PART V, SECTION B, LINE 16A: BEARTOOTH BILLINGS CLINIC'S FINANCIAL ASSISTANCE POLICY, PLAIN LANGUAGE SUMMARY AND FINANCIAL ASSISTANCE APPLICATION ARE AVAILABLE ONLINE AT WWW.BEARTOOTHBILLINGSCLINIC.ORG/FOR-PATIENTS/BILLING-AND-INSURANCE/ 1 1 - JOLIET PHYSICAL THERAPY 209 EAST FRONT STREET JOLIET MT 59041 PHYSICAL THERAPY PART I, LINE 3C: TO QUALIFY FOR FINANCIAL ASSISTANCE, AN INDIVIDUAL MUST RECEIVE MEDICALLY NECESSARY CARE, COMPLETE A FINANCIAL ASSISTANCE APPLICATION, AND HAVE GROSS INCOME LESS THAN 300% OF FEDERAL INCOME POVERTY GUIDELINES. FINANCIAL ASSISTANCE IS AVAILABLE TO INDIVIDUALS FACING CATASTROPHIC MEDICAL DEBT OR OTHER COMPELLING CIRCUMSTANCES. FINANCIAL ASSISTANCE MAY ALSO BE GRANTED WITHOUT A COMPLETED APPLICAON IF IT CAN BE ESTABLISHED THAT AN INDIVIDUAL IS ELIGIBLE FOR STATE-FUNDED PRESCRIPON PROGRAMS, IS HOMELESS OR RECEIVED CARE FROM A HOMELESS CLINIC, PARCIPATES IN THE WIC PROGRAM, IS ELIGIBLE FOR FOOD STAMPS, IS ELIGIBLE FOR THE SUBSIDIZED SCHOOL LUNCH PROGRAM, LIVES IN LOW-INCOME/SUBSIDIZED HOUSING, IS DECEASED WITH NO KNOWN ESTATE, AND/OR IS ELIGIBLE FOR THE ENERGY ASSISTANCE PROGRAM. PART I, LINE 7, COLUMN (F): THE BAD DEBT EXPENSE INCLUDED ON FORM 990, PART IX, LINE 25, COLUMN (A), BUT SUBTRACTED FOR PURPOSES OF CALCULATING THE PERCENTAGE IN THIS COLUMN IS $ 984,121. PART II, COMMUNITY BUILDING ACTIVITIES: COMMUNITY SUPPORT INCLUDES THE BEARTOOTH BILLINGS CLINIC CHILDREN'S CENTER. PART III, LINE 2: THE HOSPITAL ANALYZES ITS PAST HISTORY AND IDENTIFIES TRENDS FOR EACH OF ITS MAJOR PAYER SOURCES OF REVENUE TO ESTIMATE THE APPROPRIATE ALLOWANCE FOR DOUBTFUL ACCOUNTS AND PROVISION FOR BAD DEBTS. MANAGEMENT REGULARLY REVIEWS DATA ABOUT THESE MAJOR PAYER SOURCES OF REVENUE IN EVALUATING THE SUFFICIENCY OF THE ALLOWANCE FOR DOUBTFUL ACCOUNTS. PART III, LINE 3: BEARTOOTH BILLINGS CLINIC ANALYZES OUR HISTORY AND LOOKS FOR TRENDS TO ESTIMATE THE APPROPRIATE ALLOWANCE FOR DOUBTFUL ACCOUNTS AND PROVISION FOR BAD DEBTS. WE ALSO REVIEW OUR ACCOUNTS RECEIVABLE TO ASSESS PATIENTS THAT COULD HAVE BEEN ELIGIBLE FOR FINANCIAL ASSISTANCE UNDER OUR POLICY. PART III, LINE 4: SEE THE "PATIENT ACCOUNTS RECEIVABLE" PARAGRAPH ON PAGE 12 OF THE ATTACHED AUDITED FINANCIAL STATEMENTS FOR AN EXPLANATION OF BEARTOOTH BILLINGS CLINIC'S BAD DEBT EXPENSE. PART III, LINE 8: THE MEDICARE REVENUE AND ALLOWABLE COSTS WERE CALCULATED USING THE JUNE 30, 2024 MEDICARE COST REPORT. PART III, LINE 9B: THE HOSPITAL PROVIDES CARE TO PATIENTS WHO MEET CERTAIN CRITERIA UNDER ITS CHARITY CARE POLICY WITHOUT CHARGE OR AT AMOUNTS LESS THAN ITS ESTABLISHED RATES. BECAUSE THE HOSPITAL DOES NOT PURSUE COLLECTION OF AMOUNTS DETERMINED TO QUALIFY AS CHARITY, THEY ARE NOT REPORTED AS REVENUE, OR SUBJECT TO COLLECTION. FOR THOSE AMOUNTS THAT ARE STILL OUTSTANDING, THE HOSPITAL WILL SEND A LETTER TO THE PATIENT NOTIFYING OF THEIR DETERMINATION AND IF THEY HAVE AN OUTSTANDING BALANCE, TO CONTACT THE HOSPITAL REGARDING PAYMENT OPTIONS. THE HOSPITAL ROUTINELY REVIEWS PATIENT ACCOUNTS FOR OPPORTUNITIES TO ENCOURAGE PAYMENT BY DISCOUNTING AND OTHER MEANS. IF, AFTER NO LESS THAN 120 DAYS OF NO RESPONSE FROM THE PATIENT/GUARANTOR, THE ACCOUNT IS WRITTEN OFF TO BAD DEBT AND FORWARDED TO A COLLECTIONS AGENCY FOR FURTHER ACTION. PART VI, LINE 2: PERIODIC COMMUNITY SURVEYS ARE CONDUCTED TO DEFINE THE PHYSICIAN SPECIALTIES THAT ARE NEEDED/REQUESTED AT THE FACILITY. PART VI, LINE 3: INPATIENTS RECEIVE A VISIT FROM THE PATIENT FINANCIAL SERVICES DEPARTMENT ARE PROVIDED INFORMATION ON ASSISTANCE AND CONTACT INFORMATION OUTPATIENTS ARE ADVISED AT TIME OF REGISTRATION AS TO AVAILABILITY. BEARTOOTH BILLINGS CLINIC ALSO PROVIDES NOTICES IN PATIENT BILLS AND POSTS NOTICES IN EMERGENCY ROOMS, URGENT CARE CENTERS, ADMITTING AND REGISTRATION DEPARTMENTS, AND PATIENT FINANCIAL SERVICES OFFICES THAT ARE LOCATED ON THE FACILITY CAMPUS OF THE AVAILABILITY OF FINANCIAL ASSISTANCE. PART VI, LINE 4: BEARTOOTH BILLINGS CLINIC (BEARTOOTH) IS A 10-BED NON PROFIT CRITICAL ACCESS HOSPITAL BASED IN RED LODGE, MONTANA WITH CLINIC AND HOSPITAL SERVICES IN THE SAME FACILITY. BEARTOOTH, THE ONLY HOSPITAL IN CARBON COUNTY, HAS A SERVICE AREA OF APPROXIMATELY 2,000 SQUARE MILES AND PROVIDES MEDICAL SERVICES TO THE COUNTY POPULATION OF APPROXIMATELY 10,000 PEOPLE. CARBON COUNTY, 60 MILES FROM YELLOWSTONE NATIONAL PARK, IS SITUATED ALONG THE MONTANA-WYOMING BORDER IN SOUTH CENTRAL MONTANA.THE PRIMARY SERVICE AREA, BASED ON THE TOP 10 ZIP CODES OF PATIENTS WITH ENCOUNTERS AND OR ADMITS DURING A CALENDAR YEAR INCLUDES THE COMMUNITIES OF RED LODGE, ROBERTS, BRIDGER, JOLIET, BELFRY, BEARCREEK, ROSCOE AND BOYD, MONTANA; AS WELL AS SCATTERING OF PATIENTS FROM LAUREL AND BILLINGS, MONTANA AS WELL AS CODY, WYOMING. PART VI, LINE 5: THE MAJORITY OF BEARTOOTH'S GOVERNING BODY MEMBERS RESIDE IN THE COMMUNITY. ALL GOVERNING BODY MEMBERS ARE COMMUNITY-MINDED INDIVIDUALS WHO DO NOT RECEIVE COMPENSATION FOR THEIR SERVICES ON THE BEARTOOTH BOARD. MEDICAL STAFF PRIVILEGES ARE EXTENDED TO ALL QUALIFIED PHYSICIANS IN THE COMMUNITY. SURPLUS FUNDS ARE USED TO MAKE CAPITAL PURCHASES AND UPGRADES TO THE FACILITIES.BEARTOOTH IS THE SOLE ACUTE CARE PROVIDER IN THE PRIMARY SERVICE AREA, AND OPERATES AN EMERGENCY ROOM AND CLINIC WHICH OFFERS WALK IN AS WELL AS SCHEDULED APPOINTMENTS. BEARTOOTH PROVIDES CARE TO ALL PATIENTS REGARDLESS OF THEIR ABILITY TO PAY. IN ADDITION TO PROVIDING CARE AT REDUCED OR NO COST, THE ORGANIZATION SPONSORS HEALTH FAIRS, CLASSES, AND OTHER EVENTS THROUGHOUT THE YEAR TO PROMOTE BETTER LIVING, NUTRITION AND GOOD HEALTH.OTHER COMMUNITY BENEFIT PROGRAMS PROVIDED ARE: - HEALTH EXCHANGE ENROLLMENT, PROVIDING OUTREACH AND ENROLLMENT BY CERTIFIED HEALTHCARE GUIDES IN THE NEW HEALTH INSURANCE EXCHANGE.- TOBACCO USE PREVENTION AND CONTROL PROVIDING CESSATION AND PREVENTION EDUCATION FOR LOCAL YOUTH.- DISASTER PREPAREDNESS, WHICH WORKS WITH COMMUNITY PARTNERS AND HOSPITAL STAFF TO PREPARE THE HEALTHCARE SYSTEM COMMUNITY FOR COUNTY WIDE PUBLIC HEALTH EMERGENCIES OF ALL TYPES. PART VI, LINE 6: BEARTOOTH BILLINGS CLINIC (BEARTOOTH) IS AFFILIATED WITH BILLINGS CLINIC, A MONTANA NON PROFIT CORPORATION. BILLINGS CLINIC IS AN INTEGRATED HEALTH CARE ORGANIZATION, COMPRISED OF THE BILLINGS CLINIC AND BILLINGS CLINIC HOSPITAL. SINCE 2002, BEARTOOTH HAS BEEN AN AFFILIATE OF BILLINGS CLINIC WITH A SHARED MANAGEMENT AGREEMENT. WITHIN THIS AGREEMENT, BILLINGS CLINIC PROVIDES MANAGEMENT, DIGITAL INFORMATION SYSTEMS, AND ANCILLARY SUPPORT SERVICES TO AREA HOSPITALS AND CLINICS. AT THAT TIME, BEARTOOTH SOUGHT A STRONGER ALIGNMENT WITH BILLINGS CLINIC DUE TO A DESIRE TO STABILIZE AND ENHANCE THE LEVEL AND SCOPE OF HEALTH CARE SERVICES AVAILABLE IN OUR COMMUNITY, AND TO GROW IN OUR COMMITMENT TO QUALITY, PATIENT SAFETY AND SERVICE VALUES. THIS SHARED DESIRE LED TO A COMMITMENT BY BOTH ORGANIZATIONS TO BUILD A NEW INTEGRATED HOSPITAL AND CLINIC IN RED LODGE, WHICH IS NOW BEARTOOTH BILLINGS CLINIC. 1 CHARITY CARE 126 437515 0 N/A N/A PART I, LINE 2: BEARTOOTH BILLINGS CLINIC REIMBURSES THE BEARTOOTH BILLINGS CLINIC FOUNDATION TO COVER THE COST OF VARIOUS EXPENSES. BOTH ORGANIZATIONS HAVE A CLOSE WORKING RELATIONSHIP AS THE CLINIC IS THE SOLE MEMBER OF THE FOUNDATION, ENSURING FUNDS ARE USED FOR THEIR INTENDED PURPOSE. BEARTOOTH BILLINGS CLINIC PROVIDES FINANCIAL ASSISTANCE TO PATIENTS IN THE FORM OF DISCOUNTED OR FREE MEDICAL CARE. NO AMOUNTS ARE GIVEN DIRECTLY TO THE INDIVIDUALS RECEIVING SUCH ASSISTANCE. X X 0 0 0 0 0 0 0 1 0 KATE WYMAN LAB MANAGER 146720 0 0 0 0 0 3419 0 29422 0 179561 0 0 0 LINDA HARRIS CPA CFO 125341 0 0 0 0 0 2670 0 41146 0 169157 0 0 0 DEREK STIEGEMEIER CHIEF OPERATION OFFICER 142730 0 0 0 0 0 3618 0 19479 0 165827 0 0 0 BRIDGETT CHARTIER CHIEF NURSING OFFICER 136438 0 0 0 0 0 3321 0 12452 0 152211 0 0 0 STEPHANIE BALDWIN CHIEF COMPLIANCE OFFICER 112571 0 0 0 0 0 2968 0 36527 0 152066 0 0 0 PART I, LINE 7 THE CEO OF BEARTOOTH BILLINGS CLINIC RECEIVES A DISCRETIONARY BONUS THAT IS A NON-FIXED PAYMENT. PRE-DETERMINED STRETCH GOALS ARE ESTABLISHED BY THE BOARD OF DIRECTORS EXECUTIVE COMMITTEE AT THE BEGINNING OF THE EVALUATION PERIOD. FOR BEARTOOTH THIS IS JULY, THE BEGINNING OF THE FISCAL YEAR. THE BONUS IS PRIMARILY IMPACTED BY THE FINANCIAL PERFORMANCE OF THE FACILITY WITH ALL OF THE GOALS BEING REDUCED BY 50% OF POSSIBLE COMPENSATION IF THE FINANCIALS GOALS ARE NOT MET. THE OVERALL AMOUNT HAS BEEN PRIMARILY DETERMINED BY FINANCIAL PERFORMANCE AND REGIONAL/STATE BENCH-MARKING OF COMPARABLE. A MONTANA FACILITY FINANCE AUTHORITY 364615156 2021-08-31 15102203 REFINANCE SERIES 2009 BONDS AND OTHER DEBTS 0 0 0 A 1569869 15102203 127355 14974847 2021 0 1 1 1 A 0 0 0 0 0 0 1 A 0 0 1 0 0 0 0 0 1 A 1 FORM 990, PART VI, SECTION A, LINE 3 BEARTOOTH BILLINGS CLINIC HIRED BILLINGS CLINIC TO CONDUCT, SUPERVISE, OPERATE AND MANAGE DAY-TO-DAY OPERATIONS OF THE HOSPITAL, ITS DEPARTMENTS, EMPLOYEES AND FINANCIAL ADMINISTRATION. THROUGH THIS SERVICES AGREEMENT, ABBY LOTZ RECEIVED $209,513 OF TAXABLE COMPENSATION AND $72,599 OF NONTAXABLE BENEFITS IN CALENDAR YEAR 2023 FOR HER SERVICES AS CEO AND WILLIAM OLEY, MD, RECEIVED $310,699 OF TAXABLE COMPENSATION AND $104,486 OF NONTAXABLE BENEFITS IN CALENDAR YEAR 2023 FOR HIS MEDICAL SERVICES. FORM 990, PART VI, SECTION A, LINE 4 IN OCTOBER 2023 THE ARTICLES OF INCORPORATION AND BYLAWS WERE AMENDED FOR THE FOLLOWING CHANGES. -THE CORPORATION WILL NO LONGER HAVE MEMBERS. -THE BOARD CONSISTS OF TWELVE (12) DIRECTORS, THREE (3) OF WHOM ARE APPOINTED BY BILLINGS CLINIC (THE "BILLINGS CLINIC DIRECTORS") AND NINE (9) OF WHOM ARE APPOINTED BY THE NON-BILLINGS CLINIC DIRECTORS (THE "COMMUNITY DIRECTORS"). -WITH THE DISSOLUTION OF MEMBERSHIP, ONLY THE BOARD OF DIRECTORS HAS THE POWER TO: - REVISE THE GOVERNING DOCUMENTS OR LEGAL STRUCTURE; - REVISE THE ORGANIZATION'S NAME OR BRAND IDENTITY; - SELL, LEASE OR OTHERWISE DISSOLVE OF OR SUBSTANTIALLY ALL OF ITS ASSETS, INCLUDING MERGERS OR CONSILIDATIONS; AND - DISSOLVE THE ORGANIZATION. FORM 990, PART VI, SECTION A, LINE 6 UNTIL OCTOBER 2023 THE ORGANIZATION HAD TWO CLASSES OF MEMBERS, CLASS A AND CLASS B. CLASS A CONSISTED OF THOSE PERSONS WHO ARE AT LEAST EIGHTEEN YEARS OF AGE, AND WHO HAVE INDICATED THEIR INTEREST IN THE MAINTENANCE OF ADEQUATE MEDICAL FACILITIES AND HIGH STANDARDS OF MEDICAL CARE IN THE AREA. CLASS B MEMBERS WERE LIMITED SOLELY TO THE BILLINGS CLINIC, A 501(C)(3) NON PROFIT HOSPITAL LOCATED AT 2800 10TH AVENUE NORTH, BILLINGS, MONTANA 59101. FORM 990, PART VI, SECTION A, LINE 7A BILLINGS CLINIC APPOINTS THREE DIRECTORS OF THE BOARD. FORM 990, PART VI, SECTION A, LINE 8B THERE ARE NO COMMITTEES WITH AUTHORITY TO ACT ON BEHALF OF THE BOARD. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PREPARED BY THE ORGANIZATION'S INDEPENDENT ACCOUNTANT AND PROVIDED TO THE BOARD FOR REVIEW AND APPROVAL PRIOR TO SUBMITTING TO THE IRS. FORM 990, PART VI, SECTION B, LINE 12C BOARD MEMBERS ANNUALLY DISCLOSE IN WRITING ANY CONFLICTS OF INTEREST. THESE ARE REVIEWED BY THE BOARD CHAIR AND CEO. THROUGHOUT THE YEAR, IF ANY CONFLICTS ARISE, THE BOARD CHAIR AND CEO ADDRESS THOSE ISSUES WITH THE INDIVIDUALS INVOLVED. DOCUMENTATION OF THE PROCESS WILL BE MAINTAINED WITH THE BOARD OF DIRECTOR'S RECORDS. FORM 990, PART VI, SECTION B, LINE 15 COMPARATIVE MARKET DATA ARE COLLECTED ANNUALLY AND ANALYZED. EXECUTIVE MANAGEMENT EVALUATES TOP EMPLOYEES ANNUALLY AND PROVIDES WAGE ADJUSTMENTS AFTER REVIEWING COMPARATIVE MARKET DATA. REVIEWS ARE CONDUCTED ANNUALLY BY THE EXECUTIVE COMMITTEE OF THE BOARD. ANY AND ALL DOCUMENTATION IS KEPT IN HUMAN RESOURCES AND ALSO IN THE EMPLOYEE'S FILE, INCLUDING SIGNED PERSONAL ACTION FORMS, ALONG WITH JUSTIFICATION, PRINCIPALLY FROM EMPLOYEE PERFORMANCE EVALUATIONS. THE PROCESS DESCRIBED HERE WAS LAST COMPLETED IN 2024. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE ALSO MADE AVAILABLE UPON REQUEST. FORM 990, PART IX, LINE 11G CONTRACT AND PURCHASED SERVICES: PROGRAM SERVICE EXPENSES 4,037,824. MANAGEMENT AND GENERAL EXPENSES 1,570,680. FUNDRAISING EXPENSES 600. TOTAL EXPENSES 5,609,104. FORM 990, PART XII, LINE 2C: THE PROCESS FOR OVERSIGHT AND SELECTION OF AN INDEPENDENT ACCOUNTANT HAS NOT CHANGED FROM THE PRIOR YEAR. BEARTOOTH BILLINGS CLINIC FOUNDATION PO BOX 1290 RED LODGE MT 59068 810484562 FUNDRAISING MT 501(C)(3) LINE 7 BEARTOOTH BILLINGS CLINIC 1 0 1 1 0 0 0 0 0 0 0 0 1 1 1 1 1 1 0 0