SUMMIT MEDICAL FITNESS CENTER: Form 990, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- SUMMIT MEDICAL FITNESS CENTER (EIN 20-3752312)
- Tax period
- 2021-04-01 to 2022-03-31
- Filed
- 2023-02-15
- IRS object ID
- 202310469349300641
- Schema version
- 2021v4.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-02-15T10:26:19-06:00 | ReturnTs |
| Tax Period End | 2022-03-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 810497523 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JORDAHL & SLITER PLLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 8600 | AddressLine1Txt |
| City | KALISPELL | CityNm |
| State Abbreviation | MT | StateAbbreviationCd |
| ZIP | 599041600 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2021-04-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 203752312 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE SUMMIT MEDICAL FITNESS CENTER | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SUMM | BusinessNameControlTxt |
| Phone | 4067515759 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 310 SUNNYVIEW LANE | AddressLine1Txt |
| City | KALISPELL | CityNm |
| State Abbreviation | MT | StateAbbreviationCd |
| ZIP | 59901 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | COLE TURNER | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Phone | 4067515759 | PhoneNum |
| Signature | 2023-02-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | COLE | PersonFirstNm |
| Person Last | TURNER | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JUSTIN P SLITER | PreparerPersonNm |
| PTIN | P00188996 | PTIN |
| Phone | 4067521040 | PhoneNum |
| Preparation | 2023-02-14 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2023-03-07 01:45:13Z | BuildTS |
Form 990 IRS990
Doing Business As Name DoingBusinessAsName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LOGAN HEALTH MEDICAL FITNESS CENTER | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | COLE TURNER | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 310 SUNNYVIEW LANE | AddressLine1Txt |
| City | KALISPELL | CityNm |
| State Abbreviation | MT | StateAbbreviationCd |
| ZIP | 59901 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $4,988,700 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.LOGAN.ORG/FITNESS | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2005 | FormationYr |
| Legal Domicile State | MT | LegalDomicileStateCd |
| Activity Or Mission | COMMUNITY HEALTH AND WELLNESS EDUCATION AND PRIMARY AND SECONDARY PREVENTION OF CHRONIC DISEASE | ActivityOrMissionDesc |
| Voting Members Governing Body | 11 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 7 | VotingMembersIndependentCnt |
| Total Employee | 168 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | -$834 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $149,161 | PYContributionsGrantsAmt |
| CY Contributions Grants | $338,376 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $2,810,654 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $4,466,645 | CYProgramServiceRevenueAmt |
| PY Investment Income | $0 | PYInvestmentIncomeAmt |
| CY Investment Income | $0 | CYInvestmentIncomeAmt |
| PY Other Revenue | $158,490 | PYOtherRevenueAmt |
| CY Other Revenue | $165,392 | CYOtherRevenueAmt |
| PY Total Revenue | $3,118,305 | PYTotalRevenueAmt |
| CY Total Revenue | $4,970,413 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $3,083,817 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $4,166,534 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,328,243 | PYOtherExpensesAmt |
| CY Other Expenses | $1,511,835 | CYOtherExpensesAmt |
| PY Total Expenses | $4,412,060 | PYTotalExpensesAmt |
| CY Total Expenses | $5,678,369 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$1,293,755 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$707,956 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $5,116,301 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,263,429 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $893,959 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $828,197 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $4,222,342 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $4,435,232 | NetAssetsOrFundBalancesEOYAmt |
| Mission | PROMOTED COMMUNITY HEALTH AND SAFETY THROUGH COMMUNITY ACTIVITIES AND SCHOOL BASED PROGRAMS, INCLUDING EDUCATIONAL SEMINARS, HEALTH SCREENINGS, SAFETY ACTIVITIES, THERAPEUTIC LIFE-STYLE PROGRAMS, AND ATHLETIC PHYSICALS AND TRAINING ACTIVITIES. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $5,057,857 | ExpenseAmt |
| Revenue | $4,613,669 | RevenueAmt |
| Desc | PROMOTED COMMUNITY HEALTH AND SAFETY THROUGH COMMUNITY ACTIVITIES AND SCHOOL BASED PROGRAMS, INCLUDING EDUCATIONAL SEMINARS, HEALTH SCREENINGS, SAFETY ACTIVITIES, THERAPEUTIC LIFE-STYLE PROGRAMS, AND ATHLETIC PHYSICALS AND TRAINING ACTIVITIES. | Desc |
| Total Program Service Expenses | $5,057,857 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 0 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 168 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 11 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 7 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (1) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ORGANIZATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4067515759 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 310 SUNNYVIEW LANE | AddressLine1Txt |
| City | KALISPELL | CityNm |
| State Abbreviation | MT | StateAbbreviationCd |
| ZIP | 59901 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (16 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|---|
| CRAIG LAMBRECHT MD | |||||||
| PRESIDENT & CHIEF EXECUTIVE OFFICER | 1.25 | 48.75 | Yes (X) | Yes (X) | $0 | $1,259,354 | $58,579 |
| STANLEY MAKMAN | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $643,808 | $25,754 | ||
| CRAIG BOYER | |||||||
| CHIEF FINANCIAL OFFICER | 1.25 | 48.75 | Yes (X) | Yes (X) | $0 | $605,496 | $57,414 |
| ADAM SMITH | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $339,413 | $25,754 | ||
| BRAD ROY | |||||||
| EXEC DIRECTOR THE SUMMIT | 32.50 | 17.50 | Yes (X) | $0 | $177,604 | $26,062 | |
| JOHN FLINK | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $1,170 | $0 | ||
| JANE KARAS | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $1,170 | $0 | ||
| BARBRA BENNETT | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| CAROL DONALDSON | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MIKE GOGUEN | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MICHELLE HARRIS | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MARTHA KATZ | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| CHARLES LUDDEN | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| LARRY MCEVOY | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| STEVE PATYK | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| RHONDA SWANEY | |||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $0 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $3,028,015 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $193,563 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Related Organizations | $281,971 | RelatedOrganizationsAmt |
| All Other Contributions | $56,405 | AllOtherContributionsAmt |
| Noncash Contributions | $281,971 | NoncashContributionsAmt |
| Total Contributions | $338,376 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| MEMBERSHIP DUES | 713940 | $3,093,344 | $3,093,344 |
| PROGRAM ACTIVITIES | 713940 | $1,373,301 | $1,373,301 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $4,466,645 | TotalProgramServiceRevenueAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $5,800 | RealAmt |
| Personal | $3,968 | PersonalAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
| Personal | $0 | PersonalAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $5,800 | RealAmt |
| Personal | $3,968 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $9,768 | TotalRevenueColumnAmt |
| Exclusion | $9,768 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $26,887 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $18,287 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $8,600 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | -$834 | UnrelatedBusinessRevenueAmt |
| Exclusion | $9,434 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| CAFETERIA/VENDING | 722513 | $97,867 | $97,867 |
| CHILD CARE | 624410 | $49,157 | $49,157 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $147,024 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $4,970,413 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $4,613,669 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | -$834 | UnrelatedBusinessRevenueAmt |
| Exclusion | $19,202 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $50,706 | TotalAmt |
| Management And General | $50,706 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,011,482 | TotalAmt |
| Program Services | $2,625,243 | ProgramServicesAmt |
| Management And General | $386,239 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $712,717 | TotalAmt |
| Program Services | $689,320 | ProgramServicesAmt |
| Management And General | $23,397 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $170,420 | TotalAmt |
| Program Services | $70,027 | ProgramServicesAmt |
| Management And General | $100,393 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $221,209 | TotalAmt |
| Program Services | $189,769 | ProgramServicesAmt |
| Management And General | $31,440 | ManagementAndGeneralAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,139 | TotalAmt |
| Program Services | $11,139 | ProgramServicesAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,251 | TotalAmt |
| Management And General | $11,251 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,491 | TotalAmt |
| Program Services | $2,491 | ProgramServicesAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $129,431 | TotalAmt |
| Program Services | $116,490 | ProgramServicesAmt |
| Management And General | $12,941 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $213,609 | TotalAmt |
| Program Services | $213,609 | ProgramServicesAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,581 | TotalAmt |
| Program Services | $12,436 | ProgramServicesAmt |
| Management And General | $4,145 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $364,827 | TotalAmt |
| Program Services | $364,827 | ProgramServicesAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $21,667 | TotalAmt |
| Program Services | $21,667 | ProgramServicesAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt |
|---|---|---|
| REPAIRS & MAINTENANCE | $385,164 | $385,164 |
| OTHER EXPENSE | $238,005 | $238,005 |
| PURCHASED SERVICES | $117,670 | $117,670 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,678,369 | TotalAmt |
| Program Services | $5,057,857 | ProgramServicesAmt |
| Management And General | $620,512 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $565,285 | BOYAmt |
| EOY | $347,563 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $218,590 | BOYAmt |
| EOY | $305,272 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,475 | BOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $15,524,289 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $11,377,234 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,044,734 | BOYAmt |
| EOY | $4,147,055 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $286,217 | BOYAmt |
| EOY | $463,539 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,116,301 | BOYAmt |
| EOY | $5,263,429 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $538,823 | BOYAmt |
| EOY | $558,821 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $117,836 | BOYAmt |
| EOY | $179,876 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $237,300 | BOYAmt |
| EOY | $89,500 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $893,959 | BOYAmt |
| EOY | $828,197 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,222,342 | BOYAmt |
| EOY | $4,435,232 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,222,342 | BOYAmt |
| EOY | $4,435,232 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,116,301 | BOYAmt |
| EOY | $5,263,429 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$707,956 | ReconcilationRevenueExpnssAmt |
| Other Changes In Net Assets | $920,846 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | 0 | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | $67,566 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $181,242 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $149,161 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $338,376 | CurrentTaxYearAmt |
| Total | $736,345 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $5,851,092 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $5,541,922 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $5,273,616 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,810,654 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,466,645 | CurrentTaxYearAmt |
| Total | $23,943,929 | TotalAmt |
Gross Receipts Non Unrlt Bus GrossReceiptsNonUnrltBusGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $63,902 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $85,650 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $98,825 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $124,523 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $147,024 | CurrentTaxYearAmt |
| Total | $519,924 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $5,914,994 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $5,695,138 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $5,553,683 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,084,338 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,952,045 | CurrentTaxYearAmt |
| Total | $25,200,198 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $25,200,198 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $14,621 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $14,393 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $13,970 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $34,215 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $9,768 | CurrentTaxYearAmt |
| Total | $86,967 | TotalAmt |
Post1975 UBTI Post1975UBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $39,397 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $35,756 | CurrentTaxYearMinus3YearsAmt |
| Total | $75,153 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $54,018 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $50,149 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $13,970 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $34,215 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $9,768 | CurrentTaxYearAmt |
| Total | $162,120 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $5,969,012 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $5,745,287 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $5,567,653 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,118,553 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,961,813 | CurrentTaxYearAmt |
| Total | $25,362,318 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.99360 | PublicSupportCY509Pct |
| Public Support PY509 | 0.99240 | PublicSupportPY509Pct |
| Investment Income CY | 0.00640 | InvestmentIncomeCYPct |
| Investment Income PY | 0.00760 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,186,997 | OtherCostOrOtherBasisAmt |
| Book Value | $1,186,997 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $6,327,526 | OtherCostOrOtherBasisAmt |
| Depreciation | $4,669,077 | DepreciationAmt |
| Book Value | $1,658,449 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,898,632 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,610,827 | DepreciationAmt |
| Book Value | $287,805 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $5,171,560 | OtherCostOrOtherBasisAmt |
| Depreciation | $4,360,541 | DepreciationAmt |
| Book Value | $811,019 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $939,574 | OtherCostOrOtherBasisAmt |
| Depreciation | $736,789 | DepreciationAmt |
| Book Value | $202,785 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $4,147,055 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (2 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| RIGHT OF USE ASSETS | $89,274 |
| CONSTRUCTION IN PROGRESS | $374,265 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $463,539 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | LEASE LIABILITIES | Desc |
| Amt | $89,500 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $89,500 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $4,698,187 | TotalRevEtcAuditedFinclStmtAmt |
| Other Revenue | $9,745 | OtherRevenueAmt |
| Revenue Not Reported | $9,745 | RevenueNotReportedAmt |
| Revenue Subtotal | $4,688,442 | RevenueSubtotalAmt |
| Other Revenues Not Included | $281,971 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $281,971 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $4,970,413 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $5,678,369 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $5,678,369 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $5,678,369 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART X, LINE 2: | THE CORPORATION ADOPTED THE PROVISIONS OF ACCOUNTING STANDARDS CODIFICATION (ASC) 740, INCOME TAXES. ASC 740 CLARIFIES THE ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES RECOGNIZED IN AN ORGANIZATION'S FINANCIAL STATEMENTS IN ACCORDANCE WITH THE ASC AND PRESCRIBES A RECOGNITION THRESHOLD AND MEASUREMENT STANDARD FOR THE FINANCIAL STATEMENT RECOGNITION AND MEASUREMENT OF AN INCOME TAX POSITION TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. THE CORPORATION HAS REVIEWED ITS TAX POSITIONS FOR ALL OPEN TAX YEARS AND HAS CONCLUDED NO RESERVES ARE REQUIRED. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | 990-T TAX REFUND 9,745. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | DONATED ASSETS FROM KRHF 281,971. |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| First Class Or Charter Travel | Yes (X) | FirstClassOrCharterTravelInd |
| Idemnification Gross Up Pmts | Yes (X) | IdemnificationGrossUpPmtsInd |
| Club Dues Or Fees | Yes (X) | ClubDuesOrFeesInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (1) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (1) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (5 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| CRAIG LAMBRECHT MD | ||||||||||||||
| PRESIDENT & CHIEF EXECUTIVE OFFICER | $0 | $935,387 | $0 | $323,967 | $0 | $0 | $0 | $43,400 | $0 | $15,179 | $0 | $1,317,933 | $0 | $0 |
| STANLEY MAKMAN | ||||||||||||||
| TRUSTEE | $0 | $631,801 | $0 | $0 | $0 | $12,007 | $0 | $10,000 | $0 | $15,754 | $0 | $669,562 | $0 | $0 |
| CRAIG BOYER | ||||||||||||||
| CHIEF FINANCIAL OFFICER | $0 | $458,868 | $0 | $146,628 | $0 | $0 | $0 | $43,400 | $0 | $14,014 | $0 | $662,910 | $0 | $0 |
| ADAM SMITH | ||||||||||||||
| TRUSTEE | $0 | $309,413 | $0 | $30,000 | $0 | $0 | $0 | $10,000 | $0 | $15,754 | $0 | $365,167 | $0 | $0 |
| BRAD ROY | ||||||||||||||
| EXEC DIRECTOR THE SUMMIT | $0 | $153,752 | $0 | $23,852 | $0 | $0 | $0 | $10,882 | $0 | $15,180 | $0 | $203,666 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 1A | FIRST CLASS OR CHARTER TRAVEL - SMFC DOES NOT PROVIDE FIRST CLASS TRAVEL. CHARTER TRAVEL IS UTILIZED FOR THESE INDIVIDUALS WHEN A GROUP IS FLYING TOGETHER TO A CONFERENCE OR MEETING AND IT IS LESS EXPENSIVE THAN FLYING COMMERCIAL OR NO COMMERCIAL FLIGHT IS AVAILABLE. THIS WAS NOT INCLUDED AS TAXABLE COMPENSATION AS IT WAS BUSINESS RELATED. TAX INDEMNIFICATION AND GROSS-UP PAYMENTS - SOME MEMBERS OF THE EXECUTIVE TEAM RECEIVED A 457 PLAN CONTRIBUTION OF $26,000 AND MEMBERS OF THE ADMINISTRATIVE TEAM RECEIVED A 457 PLAN CONTRIBUTION OF $19,500. THE EXECUTIVE TEAM INCLUDES: PRESIDENT, CFO, CNO, CMO, COO, AND CAO. THE ADMINISTRATIVE TEAM INCLUDES THE EXEC. DIRECTOR OF THE SUMMIT. HEALTH OR SOCIAL CLUB DUES OR INITIATION FEES - THE MEMBERS OF SMFC'S ADMINISTRATIVE TEAM RECEIVE A FREE MEMBERSHIP TO THE SUMMIT MEDICAL FITNESS CENTER. |
| PART I, LINE 4B | SOME MEMBERS OF THE EXECUTIVE TEAM RECEIVED A 457 PLAN CONTRIBUTION OF $26,000 AND MEMBERS OF THE ADMINISTRATIVE TEAM RECEIVED A 457 PLAN CONTRIBUTION OF $19,500. THE EXECUTIVE TEAM INCLUDES: PRESIDENT, CFO, CNO, CMO, COO, AND CAO. THE ADMINISTRATIVE TEAM INCLUDES THE EXEC. DIRECTOR OF THE SUMMIT. |
| 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. |
Schedule M IRS990ScheduleM
Other Non Cash Contri Table OtherNonCashContriTableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Desc | EQUIPMENT AND BUILDING IMPROVEMENTS | Desc |
| Contribution | 14 | ContributionCnt |
| Noncash Contributions Rpt F990 | $281,971 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | 0 | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (9 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 6 | THE SUMMIT MEDICAL FITNESS CENTER HAS ONE MEMBER, LOGAN HEALTH. |
| FORM 990, PART VI, SECTION A, LINE 7A | TO BE EFFECTIVE, SIGNIFICANT DECISIONS OF THE GOVERNING BOARD MUST BE APPROVED BY ITS MEMBER, LOGAN HEALTH. SIGNIFICANT DECISIONS INCLUDE CHANGES TO THE BOARD OF DIRECTORS, CONFIRMATION OF THE ANNUAL BUDGETS, ENTERING INTO LARGE CONTRACTS, AND REORGANIZATION OF THE ORGANIZATION. |
| FORM 990, PART VI, SECTION A, LINE 7B | TO BE EFFECTIVE, SIGNIFICANT DECISIONS OF THE GOVERNING BOARD MUST BE APPROVED BY ITS MEMBER, LOGAN HEALTH. SIGNIFICANT DECISIONS INCLUDE CHANGES TO THE BOARD OF DIRECTORS, CONFIRMATION OF THE ANNUAL BUDGETS, ENTERING INTO LARGE CONTRACTS, AND REORGANIZATION OF THE ORGANIZATION. |
| FORM 990, PART VI, SECTION B, LINE 11B | PRIOR TO FILING FORM 990, THE ORGANIZATION'S CHIEF FINANCIAL OFFICER OR FINANCE TEAM DELEGATE MADE A COPY OF THE RETURN AVAILABLE FOR REVIEW BY EMAIL, PORTAL OR IN PERSON. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE CONFLICT OF INTEREST POLICY COVERS ALL TRUSTEES, DIRECTORS, OFFICERS, AND KEY EMPLOYEES. THE COMPLIANCE OFFICE REVIEWS THEM, IDENTIFIES POTENTIAL CONFLICTS, AND FORWARDS TO THE ADMINISTRATIVE TEAM IF A POTENTIAL CONFLICT EXISTS, AS OUTLINED IN THE ORGANIZATIONAL POLICY. |
| FORM 990, PART VI, SECTION B, LINE 15 | LOGAN HEALTH HAS A CONSISTENT COMPENSATION PHILOSOPHY FOR ALL ITS EMPLOYEES, INCLUDING THE SENIOR EXECUTIVES. SALARY AND BENEFITS FOR THE PRESIDENT/CHIEF EXECUTIVE OFFICER ARE DETERMINED BY THE LOGAN HEALTH BOARD OF DIRECTORS. THE BOARD REVIEWS BASE SALARY AND TOTAL COMPENSATION DATA FROM AN ARRAY OF COMPENSATION SURVEYS OF HOSPITALS THAT ARE SIMILAR IN SIZE AND COMPLEXITY TO LOGAN HEALTH. THESE REPORTS ARE CONSIDERED AND A DETERMINATION IS MADE AS TO THE STATUS OF THE BASE SALARY, BENEFITS, AND TOTAL COMPENSATION FOR THE PRESIDENT/CEO. THE BOARD EMBRACES THE PHILOSOPHY OF MAINTAINING A COMPENSATION LEVEL WHICH FAVORS RETENTION OF KEY LEADERSHIP IN ORDER TO MAINTAIN STABILITY IN KEY INITIATIVES. ADDITIONALLY, THE PRESIDENT/CEO UTILIZES THE PERIODIC RETENTION OF A COMPENSATION CONSULTANT AND MARKET INFORMATION PROVIDED TO DETERMINE RECOMMENDATIONS FOR OTHER SENIOR EXECUTIVES AND ENGAGES IN AN ANALYSIS THROUGH USE OF INDEPENDENT SURVEY RESULTS. THE BOARD ALSO REVIEWS PERFORMANCE TARGETS, WHICH ALLOW EXECUTIVES TO EARN ADDITIONAL COMPENSATION. THESE MEASURES INCLUDE ORGANIZATIONAL AND INDIVIDUAL GOALS, EFFORTS TO FURTHER THE MISSION AND VISION OF LOGAN HEALTH, QUALITY INDICATORS, CUSTOMER/PATIENT SATISFACTION, AND FINANCIAL PERFORMANCE OBJECTIVES. THE BOARD REVIEWS BENEFIT LEVELS AND TOTAL COMPENSATION TO ENSURE APPROPRIATENESS IN THE NOT-FOR-PROFIT HEALTH CARE SECTOR. |
| FORM 990, PART VI, SECTION C, LINE 19 | ONLY FORM 990 IS AVAILABLE. |
| FORM 990, PART XI, LINE 9: | TRANSFERS FROM AFFILIATE 911,101. 990-T TAX REFUND 9,745. |
| FORM 990, PART VII, SECTION A, COLUMN (B) - AVERAGE HOURS PER WEEK | THE OFFICERS OF THE SUMMIT MEDICAL FITNESS CENTER DIVIDE THEIR TIME AMONG THE OTHER RELATED ENTITIES FOR WHICH THEY ARE ALSO OFFICERS. THEIR TOTAL AVERAGE WEEKLY HOURS DEVOTED TO ALL OF THE ENTITIES IS IN EXCESS OF 50 HOURS. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (14 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Direct Controlling NADirectControllingNACd | Controlled OrganizationControlledOrganizationInd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt |
|---|---|---|---|---|---|---|---|---|---|---|---|
| LOGAN HEALTH | |||||||||||
| 310 SUNNYVIEW LANE | KALISPELL | MT | 59901 | 810406485 | SUPPORT SUBSIDIARY TAX-EXEMPT ORGANIZATIONS | MT | 501(C)(3) | LINE 12B, II | N/A | 0 | |
| KALISPELL REGIONAL MEDICAL CENTER | |||||||||||
| 310 SUNNYVIEW LANE | KALISPELL | MT | 59901 | 237293874 | ACUTE CARE HOSPITAL | MT | 501(C)(3) | LINE 3 | Yes (1) | LOGAN HEALTH | |
| KALISPELL REGIONAL HEALTHCARE FOUNDATION | |||||||||||
| 310 SUNNYVIEW LANE | KALISPELL | MT | 59901 | 311703013 | SUPPORTING ORGANIZATION | MT | 501(C)(3) | LINE 12A, I | Yes (1) | KALISPELL REGIONAL MEDICAL CENTER | |
| ASSIST-FLATHEAD VALLEY | |||||||||||
| 310 SUNNYVIEW LANE | KALISPELL | MT | 59901 | 462669324 | WELLNESS RESOURCE PROVIDER | MT | 501(C)(3) | LINE 10 | Yes (1) | KALISPELL REGIONAL MEDICAL CENTER | |
| KALISPELL REGIONAL MEDICAL CENTER VOLUNTEERS | |||||||||||
| 310 SUNNYVIEW LANE | KALISPELL | MT | 59901 | 273866474 | SUPPORTING ORGANIZATION | MT | 501(C)(3) | LINE 10 | Yes (1) | KALISPELL REGIONAL MEDICAL CENTER | |
| LOGAN HEALTH - CONRAD | |||||||||||
| 805 SUNSET BLVD | CONRAD | MT | 59425 | 810232406 | PROVIDE ACUTE HOSPITAL CARE | MT | 501(C)(3) | LINE 3 | Yes (1) | LOGAN HEALTH | |
| LOGAN HEALTH - SHELBY | |||||||||||
| 640 PARK AVE | SHELBY | MT | 59474 | 862327525 | PROVIDE ACUTE HOSPITAL CARE | MT | 501(C)(3) | LINE 3 | Yes (1) | LOGAN HEALTH | |
| NORTHERN ROCKIES MEDICAL CENTER | |||||||||||
| 226 9TH AVE SE | CUT BANK | MT | 59427 | 810530457 | PROVIDE ACUTE HOSPITAL CARE | MT | 501(C)(3) | LINE 3 | Yes (1) | LOGAN HEALTH | |
| LOGAN HEALTH - WHITEFISH | |||||||||||
| 1600 HOSPITAL WAY | WHITEFISH | MT | 59937 | 810247969 | PROVIDE ACUTE HOSPITAL CARE | MT | 501(C)(3) | LINE 3 | Yes (1) | LOGAN HEALTH | |
| NORTH VALLEY HOSPITAL FOUNDATION | |||||||||||
| 1600 HOSPITAL WAY | WHITEFISH | MT | 59937 | 810526541 | SUPPORTING ORGANIZATION | MT | 501(C)(3) | LINE 12C, III-FI | Yes (1) | LOGAN HEALTH - WHITEFISH | |
| MONTANA PEDIATRICS | |||||||||||
| 259 W FRONT ST STE B | MISSOULA | MT | 59802 | 854133807 | AMBULATORY CARE | MT | 501(C)(3) | LINE 7 | Yes (1) | LOGAN HEALTH | |
| NORTHWEST HORIZONS INC | |||||||||||
| 310 SUNNYVIEW LANE | KALISPELL | MT | 59901 | 810420653 | LONG-TERM AMBULATORY CARE | MT | 501(C)(3) | LINE 10 | Yes (1) | LOGAN HEALTH | |
| LOGAN HEALTH ASSISTED LIVING - SHELBY | |||||||||||
| 111 2ND ST S | SHELBY | MT | 59474 | 862394240 | RETIREMENT & ASSISTED LIVING | MT | 501(C)(3) | LINE 10 | Yes (1) | NORTHWEST HORIZONS INC | |
| LOGAN HEALTH CARE CENTER - SHELBY | |||||||||||
| 630 PARK DRIVE | SHELBY | MT | 59474 | 862346458 | LONG-TERM CARE & SKILLED NURSING | MT | 501(C)(3) | LINE 10 | Yes (1) | NORTHWEST HORIZONS INC | |
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FLATHEAD HOSPITAL DEVELOPMENT COMPANY LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 310 SUNNYVIEW LANE | AddressLine1Txt |
| City | KALISPELL | CityNm |
| State Abbreviation | MT | StateAbbreviationCd |
| ZIP | 59901 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 810541707 | EIN |
| Primary Activities | COMMERCIAL BUILDING RENTAL | PrimaryActivitiesTxt |
| Legal Domicile State | MT | LegalDomicileStateCd |
| Direct Controlling NA | N/A | DirectControllingNACd |
| Predominant Income Type | N/A | PredominantIncomeTypeTxt |
| Disproportionate Allocations | 0 | DisproportionateAllocationsInd |
| General Or Managing Partner | 0 | GeneralOrManagingPartnerInd |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | APPLIED HEALTH SERVICES INC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 310 SUNNYVIEW LANE | AddressLine1Txt |
| City | KALISPELL | CityNm |
| State Abbreviation | MT | StateAbbreviationCd |
| ZIP | 59901 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 810413632 | EIN |
| Primary Activities | HEALTH RELATED | PrimaryActivitiesTxt |
| Legal Domicile State | MT | LegalDomicileStateCd |
| Direct Controlling NA | N/A | DirectControllingNACd |
| Entity Type | C | EntityTypeTxt |
| Controlled Organization | Yes (1) | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | Yes (1) | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (1) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | Yes (1) | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (1) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (1) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (1) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | Yes (1) | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (5 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| KALISPELL REGIONAL MEDICAL CENTER | ||
| A | $402,680 | ACTUAL PAYMENT |
| APPLIED HEALTH SERVICES INC | ||
| A | $5,800 | ACTUAL PAYMENT |
| KALISPELL REGIONAL MEDICAL CENTER | ||
| L | $540,571 | ACTUAL PAYMENT |
| APPLIED HEALTH SERVICES INC | ||
| M | $59,600 | ACTUAL PAYMENT |
| KALISPELL REGIONAL MEDICAL CENTER | ||
| C | $911,101 | ACTUAL PAYMENT |