2023-02-15T10:26:19-06:00 2022-03-31 810497523 JORDAHL & SLITER PLLC PO BOX 8600 KALISPELL MT 599041600 990 2021-04-01 203752312 THE SUMMIT MEDICAL FITNESS CENTER SUMM 4067515759 310 SUNNYVIEW LANE KALISPELL MT 59901 COLE TURNER CFO 4067515759 2023-02-14 1 COLE TURNER 999009999 JUSTIN P SLITER P00188996 4067521040 2023-02-14 3 AAL1 IAL1 2021 2023-03-07 01:45:13Z LOGAN HEALTH MEDICAL FITNESS CENTER COLE TURNER 310 SUNNYVIEW LANE KALISPELL MT 59901 4988700 0 X WWW.LOGAN.ORG/FITNESS X 2005 MT COMMUNITY HEALTH AND WELLNESS EDUCATION AND PRIMARY AND SECONDARY PREVENTION OF CHRONIC DISEASE 11 7 168 0 -834 0 149161 338376 2810654 4466645 0 0 158490 165392 3118305 4970413 0 0 0 0 3083817 4166534 0 0 0 1328243 1511835 4412060 5678369 -1293755 -707956 5116301 5263429 893959 828197 4222342 4435232 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. 0 0 5057857 4613669 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. 5057857 1 1 0 0 0 0 0 0 0 0 1 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 0 0 168 1 0 0 0 0 0 0 0 0 0 0 X 11 7 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 1 0 X THE ORGANIZATION 4067515759 310 SUNNYVIEW LANE KALISPELL MT 59901 CRAIG LAMBRECHT MD PRESIDENT & CHIEF EXECUTIVE OFFICER 1.25 48.75 X X 0 1259354 58579 STANLEY MAKMAN TRUSTEE 1.00 X 0 643808 25754 CRAIG BOYER CHIEF FINANCIAL OFFICER 1.25 48.75 X X 0 605496 57414 ADAM SMITH TRUSTEE 1.00 X 0 339413 25754 BRAD ROY EXEC DIRECTOR THE SUMMIT 32.50 17.50 X 0 177604 26062 JOHN FLINK TRUSTEE 1.00 X 0 1170 0 JANE KARAS TRUSTEE 1.00 X 0 1170 0 BARBRA BENNETT TRUSTEE 1.00 X 0 0 0 CAROL DONALDSON TRUSTEE 1.00 X 0 0 0 MIKE GOGUEN TRUSTEE 1.00 X 0 0 0 MICHELLE HARRIS TRUSTEE 1.00 X 0 0 0 MARTHA KATZ TRUSTEE 1.00 X 0 0 0 CHARLES LUDDEN TRUSTEE 1.00 X 0 0 0 LARRY MCEVOY TRUSTEE 1.00 X 0 0 0 STEVE PATYK TRUSTEE 1.00 X 0 0 0 RHONDA SWANEY TRUSTEE 1.00 X 0 0 0 0 3028015 193563 0 0 1 0 0 281971 56405 281971 338376 MEMBERSHIP DUES 713940 3093344 3093344 PROGRAM ACTIVITIES 713940 1373301 1373301 4466645 5800 3968 0 0 5800 3968 9768 9768 26887 18287 8600 -834 9434 CAFETERIA/VENDING 722513 97867 97867 CHILD CARE 624410 49157 49157 147024 4970413 4613669 -834 19202 50706 50706 3011482 2625243 386239 712717 689320 23397 170420 70027 100393 221209 189769 31440 11139 11139 11251 11251 2491 2491 129431 116490 12941 213609 213609 16581 12436 4145 364827 364827 21667 21667 REPAIRS & MAINTENANCE 385164 385164 OTHER EXPENSE 238005 238005 PURCHASED SERVICES 117670 117670 5678369 5057857 620512 0 565285 347563 218590 305272 1475 15524289 11377234 4044734 4147055 286217 463539 5116301 5263429 538823 558821 117836 179876 237300 89500 893959 828197 X 4222342 4435232 4222342 4435232 5116301 5263429 X -707956 920846 X 0 1 X 0 0 X 67566 181242 149161 338376 736345 5851092 5541922 5273616 2810654 4466645 23943929 63902 85650 98825 124523 147024 519924 5914994 5695138 5553683 3084338 4952045 25200198 0 0 0 25200198 14621 14393 13970 34215 9768 86967 39397 35756 75153 54018 50149 13970 34215 9768 162120 5969012 5745287 5567653 3118553 4961813 25362318 0.99360 0.99240 0.00640 0.00760 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1186997 1186997 6327526 4669077 1658449 1898632 1610827 287805 5171560 4360541 811019 939574 736789 202785 4147055 RIGHT OF USE ASSETS 89274 CONSTRUCTION IN PROGRESS 374265 463539 LEASE LIABILITIES 89500 89500 X 4698187 9745 9745 4688442 281971 281971 4970413 5678369 0 5678369 0 5678369 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. X X X 1 1 X 0 1 0 0 0 0 0 1 0 CRAIG LAMBRECHT MD PRESIDENT & CHIEF EXECUTIVE OFFICER 0 935387 0 323967 0 0 0 43400 0 15179 0 1317933 0 0 STANLEY MAKMAN TRUSTEE 0 631801 0 0 0 12007 0 10000 0 15754 0 669562 0 0 CRAIG BOYER CHIEF FINANCIAL OFFICER 0 458868 0 146628 0 0 0 43400 0 14014 0 662910 0 0 ADAM SMITH TRUSTEE 0 309413 0 30000 0 0 0 10000 0 15754 0 365167 0 0 BRAD ROY EXEC DIRECTOR THE SUMMIT 0 153752 0 23852 0 0 0 10882 0 15180 0 203666 0 0 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. X EQUIPMENT AND BUILDING IMPROVEMENTS 14 281971 FAIR MARKET VALUE 0 0 0 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. 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 LOGAN HEALTH 1 KALISPELL REGIONAL HEALTHCARE FOUNDATION 310 SUNNYVIEW LANE KALISPELL MT 59901 311703013 SUPPORTING ORGANIZATION MT 501(C)(3) LINE 12A, I KALISPELL REGIONAL MEDICAL CENTER 1 ASSIST-FLATHEAD VALLEY 310 SUNNYVIEW LANE KALISPELL MT 59901 462669324 WELLNESS RESOURCE PROVIDER MT 501(C)(3) LINE 10 KALISPELL REGIONAL MEDICAL CENTER 1 KALISPELL REGIONAL MEDICAL CENTER VOLUNTEERS 310 SUNNYVIEW LANE KALISPELL MT 59901 273866474 SUPPORTING ORGANIZATION MT 501(C)(3) LINE 10 KALISPELL REGIONAL MEDICAL CENTER 1 LOGAN HEALTH - CONRAD 805 SUNSET BLVD CONRAD MT 59425 810232406 PROVIDE ACUTE HOSPITAL CARE MT 501(C)(3) LINE 3 LOGAN HEALTH 1 LOGAN HEALTH - SHELBY 640 PARK AVE SHELBY MT 59474 862327525 PROVIDE ACUTE HOSPITAL CARE MT 501(C)(3) LINE 3 LOGAN HEALTH 1 NORTHERN ROCKIES MEDICAL CENTER 226 9TH AVE SE CUT BANK MT 59427 810530457 PROVIDE ACUTE HOSPITAL CARE MT 501(C)(3) LINE 3 LOGAN HEALTH 1 LOGAN HEALTH - WHITEFISH 1600 HOSPITAL WAY WHITEFISH MT 59937 810247969 PROVIDE ACUTE HOSPITAL CARE MT 501(C)(3) LINE 3 LOGAN HEALTH 1 NORTH VALLEY HOSPITAL FOUNDATION 1600 HOSPITAL WAY WHITEFISH MT 59937 810526541 SUPPORTING ORGANIZATION MT 501(C)(3) LINE 12C, III-FI LOGAN HEALTH - WHITEFISH 1 MONTANA PEDIATRICS 259 W FRONT ST STE B MISSOULA MT 59802 854133807 AMBULATORY CARE MT 501(C)(3) LINE 7 LOGAN HEALTH 1 NORTHWEST HORIZONS INC 310 SUNNYVIEW LANE KALISPELL MT 59901 810420653 LONG-TERM AMBULATORY CARE MT 501(C)(3) LINE 10 LOGAN HEALTH 1 LOGAN HEALTH ASSISTED LIVING - SHELBY 111 2ND ST S SHELBY MT 59474 862394240 RETIREMENT & ASSISTED LIVING MT 501(C)(3) LINE 10 NORTHWEST HORIZONS INC 1 LOGAN HEALTH CARE CENTER - SHELBY 630 PARK DRIVE SHELBY MT 59474 862346458 LONG-TERM CARE & SKILLED NURSING MT 501(C)(3) LINE 10 NORTHWEST HORIZONS INC 1 FLATHEAD HOSPITAL DEVELOPMENT COMPANY LLC 310 SUNNYVIEW LANE KALISPELL MT 59901 810541707 COMMERCIAL BUILDING RENTAL MT N/A N/A 0 0 APPLIED HEALTH SERVICES INC 310 SUNNYVIEW LANE KALISPELL MT 59901 810413632 HEALTH RELATED MT N/A C 1 1 0 1 0 0 0 0 0 0 1 0 1 1 1 1 1 1 1 0 KALISPELL REGIONAL MEDICAL CENTER A 402680 ACTUAL PAYMENT APPLIED HEALTH SERVICES INC A 5800 ACTUAL PAYMENT KALISPELL REGIONAL MEDICAL CENTER L 540571 ACTUAL PAYMENT APPLIED HEALTH SERVICES INC M 59600 ACTUAL PAYMENT KALISPELL REGIONAL MEDICAL CENTER C 911101 ACTUAL PAYMENT