SUMMIT MEDICAL FITNESS CENTER: Form 990, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- SUMMIT MEDICAL FITNESS CENTER (EIN 20-3752312)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-14
- IRS object ID
- 202513189349302241
- Schema version
- 2024v5.2
- 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 | 2025-11-14T08:54:48-06:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 390859910 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BAKER TILLY ADVISORY GROUP LP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 20 STANWIX STREET | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15222 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | 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 | BRIGID BURKE | PersonNm |
| Person Title | VICE PRESIDENT, CFO | PersonTitleTxt |
| Phone | 4067515759 | PhoneNum |
| Signature | 2025-11-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KELLY A BROCIOUS | PreparerPersonNm |
| PTIN | P01254262 | PTIN |
| Phone | 4126976400 | PhoneNum |
| Preparation | 2025-11-11 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | 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 | KEVIN ABEL | 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 | $6,364,459 | 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 | THE LOGAN HEATH MEDICAL FITNESS CENTER IS A COMPREHENSIVE FITNESS AND WELLNESS FACILITY, SERVING THE HEALTH AND WELLNESS NEEDS OF FLATHEAD COUNTY. | ActivityOrMissionDesc |
| Voting Members Governing Body | 4 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 3 | VotingMembersIndependentCnt |
| Total Employee | 177 | TotalEmployeeCnt |
| Total Volunteers | 3 | TotalVolunteersCnt |
| Total Gross UBI | $13,279 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $747 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $2,433 | PYContributionsGrantsAmt |
| CY Contributions Grants | $2,717 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $4,443,308 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $5,829,870 | CYProgramServiceRevenueAmt |
| PY Investment Income | -$22,388 | PYInvestmentIncomeAmt |
| CY Investment Income | -$21,989 | CYInvestmentIncomeAmt |
| PY Other Revenue | $154,487 | PYOtherRevenueAmt |
| CY Other Revenue | -$388,694 | CYOtherRevenueAmt |
| PY Total Revenue | $4,577,840 | PYTotalRevenueAmt |
| CY Total Revenue | $5,421,904 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $6,599 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $1,900 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $3,423,473 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $4,693,865 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,998,093 | PYOtherExpensesAmt |
| CY Other Expenses | $1,886,414 | CYOtherExpensesAmt |
| PY Total Expenses | $5,428,165 | PYTotalExpensesAmt |
| CY Total Expenses | $6,582,179 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$850,325 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$1,160,275 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $6,444,776 | TotalAssetsBOYAmt |
| Total Assets EOY | $6,330,320 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $4,045,081 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $5,090,900 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $2,399,695 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $1,239,420 | NetAssetsOrFundBalancesEOYAmt |
| Mission | THE LOGAN HEATH MEDICAL FITNESS CENTER IS A COMPREHENSIVE FITNESS AND WELLNESS FACILITY, SERVING THE HEALTH AND WELLNESS NEEDS OF FLATHEAD COUNTY. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $6,351,603 | ExpenseAmt |
| Grant | $1,900 | GrantAmt |
| Revenue | $5,886,224 | RevenueAmt |
| Desc | PROMOTES COMMUNITY HEALTH AND SAFETY THROUGH COMMUNITY ACTIVITIES AND SCHOOL-BASED PROGRAMS, INCLUDING EDUCATIONAL SEMINARS, HEALTH SCREENINGS, SAFETY ACTIVITIES, THERAPEUTIC LIFESTYLE PROGRAMS, AND ATHLETIC PHYSICALS AND TRAINING ACTIVITIES. | Desc |
| Total Program Service Expenses | $6,351,603 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | 0 | 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 | Yes (1) | 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 | 0 | 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 | 177 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| 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 | 4 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 3 | 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 | 0 | CompensationProcessCEOInd |
| Compensation Process Other | 0 | 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 | BRIGID BURKE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4067512975 | 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 (12 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| MICHAEL GOGUEN | ||||||||
| VICE CHAIR | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| MICHELLE HARRIS | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JANE KARAS | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| KEVIN ABEL | ||||||||
| CEO | 1.00 | Yes (X) | Yes (X) | $0 | $986,351 | $38,583 | 59.00 | |
| CRAIG LAMBRECHT | ||||||||
| SYSTEM CEO (UNTIL 3/11/2024) | 1.00 | Yes (X) | $0 | $1,715,469 | $24,583 | 59.00 | ||
| COLE TURNER | ||||||||
| SYSTEM CFO (UNTIL 4/26/2024) | 1.00 | Yes (X) | $0 | $1,947,782 | $5,974 | 59.00 | ||
| CLINTON SEGEL MD | ||||||||
| SYSTEM CO-CEO | 1.00 | Yes (X) | $0 | $1,163,598 | $43,294 | 59.00 | ||
| BRIGID BURKE | ||||||||
| CFO | 1.00 | Yes (X) | $0 | $433,162 | $31,922 | 59.00 | ||
| WILLIAM GIBSON | ||||||||
| CLO/SECRETARY | 1.00 | Yes (X) | $0 | $801,222 | $38,623 | 59.00 | ||
| JUSTIN OTT | ||||||||
| CIO | 1.00 | Yes (X) | $0 | $441,312 | $47,594 | 59.00 | ||
| ELLEN LAYTON | ||||||||
| CAO | 1.00 | Yes (X) | $0 | $770,823 | $51,195 | 59.00 | ||
| BRAD ROY | ||||||||
| EXECUTIVE DIRECTOR THE SUMMIT MEDICAL FITNESS CENT | 50.00 | $164,775 | $0 | $26,895 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $164,775 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $8,259,719 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $308,663 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 1 | 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 |
| Government Grants | $2,717 | GovernmentGrantsAmt |
| Total Contributions | $2,717 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| MEMBERSHIP DUES | 713940 | $4,524,308 | $4,524,308 |
| PROGRAM ACTIVITIES | 713940 | $1,305,562 | $1,305,562 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $5,829,870 | TotalProgramServiceRevenueAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $440,615 | RealAmt |
| Personal | $2,220 | PersonalAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $901,162 | RealAmt |
| Personal | $0 | PersonalAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | -$460,547 | RealAmt |
| Personal | $2,220 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$458,327 | TotalRevenueColumnAmt |
| Exclusion | -$458,327 | ExclusionAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $21,989 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$21,989 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$21,989 | TotalRevenueColumnAmt |
| Exclusion | -$21,989 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $32,683 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $19,404 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $13,279 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $13,279 | UnrelatedBusinessRevenueAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| CHILD CARE | 624410 | $52,307 | $52,307 |
| CAFETERIA/VENDING | 722513 | $4,047 | $4,047 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $56,354 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $5,421,904 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $5,886,224 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $13,279 | UnrelatedBusinessRevenueAmt |
| Exclusion | -$480,316 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,900 | TotalAmt |
| Program Services | $1,900 | ProgramServicesAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,472,510 | TotalAmt |
| Program Services | $3,305,382 | ProgramServicesAmt |
| Management And General | $167,128 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $189,678 | TotalAmt |
| Program Services | $178,677 | ProgramServicesAmt |
| Management And General | $11,001 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $775,164 | TotalAmt |
| Program Services | $743,902 | ProgramServicesAmt |
| Management And General | $31,262 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $256,513 | TotalAmt |
| Program Services | $242,798 | ProgramServicesAmt |
| Management And General | $13,715 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,470 | TotalAmt |
| Management And General | $7,470 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $137,622 | TotalAmt |
| Program Services | $137,622 | ProgramServicesAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,348 | TotalAmt |
| Program Services | $6,348 | ProgramServicesAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $27,091 | TotalAmt |
| Program Services | $27,091 | ProgramServicesAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $410,269 | TotalAmt |
| Program Services | $410,269 | ProgramServicesAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,147 | TotalAmt |
| Program Services | $14,147 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,175 | TotalAmt |
| Program Services | $4,175 | ProgramServicesAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,352 | TotalAmt |
| Program Services | $6,352 | ProgramServicesAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt |
|---|---|---|
| ALLOCATED EXPENSES | $832,292 | $832,292 |
| MISCELLANEOUS EXPENSES | $153,510 | $153,510 |
| SUPPLIES | $152,814 | $152,814 |
| REPAIRS AND MAINTENANCE | $47,474 | $47,474 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $86,850 | TotalAmt |
| Program Services | $86,850 | ProgramServicesAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,582,179 | TotalAmt |
| Program Services | $6,351,603 | ProgramServicesAmt |
| Management And General | $230,576 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $644,773 | BOYAmt |
| EOY | $763,188 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $430,499 | BOYAmt |
| EOY | $435,359 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $14,218,698 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $9,931,645 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,375,966 | BOYAmt |
| EOY | $4,287,053 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $993,538 | BOYAmt |
| EOY | $844,720 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,444,776 | BOYAmt |
| EOY | $6,330,320 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $663,995 | BOYAmt |
| EOY | $539,131 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $164,913 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,381,086 | BOYAmt |
| EOY | $4,386,856 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,045,081 | BOYAmt |
| EOY | $5,090,900 | 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 | $2,399,695 | BOYAmt |
| EOY | $1,239,420 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,399,695 | BOYAmt |
| EOY | $1,239,420 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,444,776 | BOYAmt |
| EOY | $6,330,320 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$1,160,275 | ReconcilationRevenueExpnssAmt |
| Other Changes In Net Assets | $0 | 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 | Yes (1) | 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 Minus4 Years | $149,161 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $338,376 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $380,221 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,433 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,717 | CurrentTaxYearAmt |
| Total | $872,908 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,810,654 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,466,645 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,993,058 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,459,905 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $5,886,224 | CurrentTaxYearAmt |
| Total | $22,616,486 | TotalAmt |
Gross Receipts Non Unrlt Bus GrossReceiptsNonUnrltBusGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $124,523 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $147,024 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $438,650 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $113,160 | CurrentTaxYearMinus1YearAmt |
| Total | $823,357 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,084,338 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,952,045 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $5,811,929 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,575,498 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $5,888,941 | CurrentTaxYearAmt |
| Total | $24,312,751 | 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 | $24,312,751 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $34,215 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $9,768 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $11,011 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $31,913 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $442,835 | CurrentTaxYearAmt |
| Total | $529,742 | TotalAmt |
Post1975 UBTI Post1975UBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year | $32,683 | CurrentTaxYearAmt |
| Total | $32,683 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $34,215 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $9,768 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $11,011 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $31,913 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $475,518 | CurrentTaxYearAmt |
| Total | $562,425 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,118,553 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,961,813 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $5,822,940 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,607,411 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $6,364,459 | CurrentTaxYearAmt |
| Total | $24,875,176 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.97740 | PublicSupportCY509Pct |
| Public Support PY509 | 0.99580 | PublicSupportPY509Pct |
| Investment Income CY | 0.02260 | InvestmentIncomeCYPct |
| Investment Income PY | 0.00420 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
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 | $7,741,778 | OtherCostOrOtherBasisAmt |
| Depreciation | $6,146,104 | DepreciationAmt |
| Book Value | $1,595,674 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $7,065 | OtherCostOrOtherBasisAmt |
| Depreciation | $7,065 | DepreciationAmt |
| Book Value | $0 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $4,486,201 | OtherCostOrOtherBasisAmt |
| Depreciation | $3,131,025 | DepreciationAmt |
| Book Value | $1,355,176 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $796,657 | OtherCostOrOtherBasisAmt |
| Depreciation | $647,451 | DepreciationAmt |
| Book Value | $149,206 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $4,287,053 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RIGHT OF USE ASSETS | Desc |
| Book Value | $844,720 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $844,720 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| LEASE LIABILITIES | $853,572 |
| DUE TO AFFILIATES | $3,533,284 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $4,386,856 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART X, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE CORPORATION FILES INCOME TAX RETURNS WITH THE U.S. FEDERAL GOVERNMENT, VARIOUS STATES AND LOCAL JURISDICTIONS. THE CORPORATION IS NO LONGER SUBJECT TO EXAMINATION PRIMARILY FOR TAX YEARS BEFORE 2021 BASED UPON THE VARIOUS STATUTES OF LIMITATIONS AND IS NOT CURRENTLY UNDER EXAMINATION. THE CORPORATION HAS NO UNCERTAIN TAX POSITIONS AT DECEMBER 31, 2024. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | Yes (1) | 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 (9 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| COLE TURNER | ||||||||||||||
| SYSTEM CFO (UNTIL 4/26/2024) | $0 | $362,987 | $0 | $83,708 | $0 | $1,501,087 | $0 | $0 | $0 | $5,974 | $0 | $1,953,756 | $0 | $0 |
| CRAIG LAMBRECHT | ||||||||||||||
| SYSTEM CEO (UNTIL 3/11/2024) | $0 | $332,474 | $0 | $263,881 | $0 | $1,119,114 | $0 | $20,102 | $0 | $4,481 | $0 | $1,740,052 | $0 | $0 |
| CLINTON SEGEL MD | ||||||||||||||
| SYSTEM CO-CEO | $0 | $1,095,076 | $0 | $62,909 | $0 | $5,613 | $0 | $29,275 | $0 | $14,019 | $0 | $1,206,892 | $0 | $0 |
| KEVIN ABEL | ||||||||||||||
| CEO | $0 | $921,367 | $0 | $62,103 | $0 | $2,881 | $0 | $20,700 | $0 | $17,883 | $0 | $1,024,934 | $0 | $0 |
| WILLIAM GIBSON | ||||||||||||||
| CLO/SECRETARY | $0 | $689,757 | $0 | $108,695 | $0 | $2,770 | $0 | $20,700 | $0 | $17,923 | $0 | $839,845 | $0 | $0 |
| ELLEN LAYTON | ||||||||||||||
| CAO | $0 | $689,644 | $0 | $71,017 | $0 | $10,162 | $0 | $29,275 | $0 | $21,920 | $0 | $822,018 | $0 | $0 |
| JUSTIN OTT | ||||||||||||||
| CIO | $0 | $434,799 | $0 | $0 | $0 | $6,513 | $0 | $25,674 | $0 | $21,920 | $0 | $488,906 | $0 | $0 |
| BRIGID BURKE | ||||||||||||||
| CFO | $0 | $385,652 | $0 | $45,723 | $0 | $1,787 | $0 | $14,138 | $0 | $17,784 | $0 | $465,084 | $0 | $0 |
| BRAD ROY | ||||||||||||||
| EXECUTIVE DIRECTOR THE SUMMIT MEDICA | $154,014 | $0 | $5,653 | $0 | $5,108 | $0 | $10,079 | $0 | $16,816 | $0 | $191,670 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 3 | THE CEO'S COMPENSATION IS PAID BY LOGAN HEALTH AND BILLINGS CLINIC. THE ORGANIZATIONS USE THE FOLLOWING METHODS TO ESTABLISH COMPENSATION FOR THE CEO: - COMPENSATION COMMITTEE - FORM 990 OF OTHER ORGANIZATIONS - COMPENSATION SURVEY OR STUDY - APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE |
| PART I, LINES 4A-B | CONTRACTUAL PAYMENTS: CRAIG LAMBRECHT - $1,116,784 COLE TURNER - $1,500,000 457(F) CONTRIBUTIONS: CLINTON SEGER - $165,001 JUSTIN OTT - $57,877 WILLIAM GIBSON - $30,500 KEVIN ABEL - $23,000 ELLEN LAYTON - $84,000 BRIGID BURKE - $23,000 |
| 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 O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 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 | THE ORGANIZATION HAS A CPA FIRM PREPARE ITS FORM 990. THE RETURN IS COMPLETED IN DRAFT FORM AND REVIEWED BY MANAGEMENT OF THE ORGANIZATION. THE RETURN IS THEN FINALIZED AND THE BOARD IS PROVIDED A COPY OF THE FORM 990 TO REVIEW BEFORE IT IS FILED. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE ORGANIZATION ANNUALLY REQUIRES ITS BOARD MEMBERS, OFFICERS AND KEY EMPLOYEES TO FILL OUT A CONFLICTS OF INTEREST FORM. THE COMPLIANCE OFFICER REVIEWS THEM, IDENTIFIES POTENTIAL CONFLICTS, AND FORWARDS TO THE ADMINISTRATIVE TEAM IF A POTENTIAL CONFLICT EXISTS, AS OUTLINED IN THE ORGANIZATIONAL POLICY. DURING BOARD MEETINGS, IF AN INTERESTED PARTY HAS A CONFLICT, HE OR SHE RECUSES THEMSELVES FROM VOTING. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE ORGANIZATION'S CEO, OFFICERS, AND KEY EMPLOYEES ARE PAID BY BILLINGS CLINIC AND LOGAN HEALTH. BILLINGS CLINIC AND LOGAN HEALTH HAVE AN EXECUTIVE COMPENSATION PROGRAM ADMINISTERED ANNUALLY BY INDEPENDENT TRUSTEES FOLLOWING BEST PRACTICES AND THE HIGHEST REGULATORY STANDARDS EXPECTED OF A NOT-FOR PROFIT ORGANIZATION. SALARY AND BENEFITS FOR THE CHIEF EXECUTIVE OFFICER ARE DETERMINED BY THE BOARD OF DIRECTORS. THE BOARD REVIEWS BASE AND TOTAL COMPENSATION DATA FROM AN ARRAY OF COMPENSATION SURVEYS OF HOSPITALS SIMILAR IN SIZE AND COMPLEXITY TO LOGAN HEALTH AND BILLINGS CLINIC. THE BOARD CONSIDERS THESE REPORTS AND DETERMINES THE STATUS OF THE BASE SALARY, BENEFITS, AND TOTAL COMPENSATION FOR THE CEO. ADDITIONALLY, THE CEO UTILIZES THE MARKET INFORMATION PROVIDED TO DETERMINE RECOMMENDATIONS FOR OTHER SENIOR EXECUTIVES AND ENGAGES IN A RIGOROUS ANALYSIS THROUGH USE OF INDEPENDENT SURVEY RESULTS. 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 | THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC ON AN AS NEEDED BASIS. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (24 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd | Direct Controlling NADirectControllingNACd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BILLINGS CLINIC | |||||||||||
| 2917 TENTH AVENUE NORTH | BILLINGS | MT | 59101 | 810231784 | HEALTHCARE | MT | 501(C)(3) | LINE 3 | MTWY HEALTH INC | 0 | |
| ASSIST-FLATHEAD VALLEY | |||||||||||
| 310 SUNNYVIEW LANE | KALISPELL | MT | 59901 | 462669324 | WELLNESS RESOURCE PROVIDER | MT | 501(C)(3) | LINE 10 | KALISPELL REGIONAL MEDICAL CENTER | 0 | |
| BILLINCS CLINIC EMPLOYEE BENEFIT TRUST | |||||||||||
| 2800 TENTH AVENUE NORTH | BILLINGS | MT | 59101 | 810391600 | EMPLOYEE BENEFITS | MT | 501(C)(9) | BILLINGS CLINIC | 0 | ||
| BILLINGS CLINIC FOUNDATION | |||||||||||
| 2917 TENTH AVENUE NORTH | BILLINGS | MT | 59101 | 810407289 | FUNDRAISING | MT | 501(C)(3) | LINE 7 | BILLINGS CLINIC | 0 | |
| KALISPELL REGIONAL HEALTHCARE FOUNDATION | |||||||||||
| 310 SUNNYVIEW LANE | KALISPELL | MT | 59901 | 311703013 | SUPPORTING ORGANIZATION | MT | 501(C)(3) | LINE 12A, I | KALISPELL REGIONAL MEDICAL CENTER | 0 | |
| KALISPELL REGIONAL MEDICAL CENTER | |||||||||||
| 310 SUNNYVIEW LANE | KALISPELL | MT | 59901 | 237293874 | ACUTE HOSPITAL CARE | MT | 501(C)(3) | LINE 3 | LOGAN HEALTH | 0 | |
| KALISPELL REGIONAL MEDICAL CENTER VOLUNTEERS | |||||||||||
| 310 SUNNYVIEW LANE | KALISPELL | MT | 59901 | 273866474 | SUPPORTING ORGANIZATION | MT | 501(C)(3) | LINE 10 | KALISPELL REGIONAL MEDICAL CENTER | 0 | |
| LIBERTY COUNTY HOSPITAL AND NURSING HOME INC | |||||||||||
| 315 W MADISON AVE | CHESTER | MT | 59522 | 810515463 | PROVIDE ACUTE HOSPITAL CARE | MT | 501(C)(3) | LINE 3 | LOGAN HEALTH | 0 | |
| LOGAN HEALTH | |||||||||||
| 310 SUNNYVIEW LANE | KALISPELL | MT | 59901 | 810406485 | SUPPORT SUBSIDIARY HEALTH ORGANIZATIONS | MT | 501(C)(3) | LINE 12B, II | MTWY HEALTH INC | 0 | |
| LOGAN HEALTH - CONRAD | |||||||||||
| 805 SUNSET BLVD | CONRAD | MT | 59425 | 810232406 | PROVIDE ACUTE HOSPITAL CARE | MT | 501(C)(3) | LINE 3 | LOGAN HEALTH | 0 | |
| LOGAN HEALTH - CUT BANK | |||||||||||
| 226 9TH AVE SE | CUT BANK | MT | 59427 | 810530457 | PROVIDE ACUTE HOSPITAL CARE | MT | 501(C)(3) | LINE 3 | LOGAN HEALTH | 0 | |
| LOGAN HEALTH - SHELBY | |||||||||||
| 640 PARK AVE | SHELBY | MT | 59474 | 862327525 | PROVIDE ACUTE HOSPITAL CARE | MT | 501(C)(3) | LINE 3 | LOGAN HEALTH | 0 | |
| LOGAN HEALTH - WHITEFISH | |||||||||||
| 1600 HOSPITAL WAY | WHITEFISH | MT | 59937 | 810247969 | PROVIDE ACUTE HOSPITAL CARE | MT | 501(C)(3) | LINE 3 | LOGAN HEALTH | 0 | |
| 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 | 0 | |
| 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 | 0 | |
| LOGAN HEALTH EMERGENCY MEDICAL SERVICES | |||||||||||
| 310 SUNNYVIEW LANE | KALISPELL | MT | 59901 | 880538346 | EMERGENCY SERVICES | MT | 501(C)(3) | LINE 7 | LOGAN HEALTH | 0 | |
| MONTANA PEDIATRICS | |||||||||||
| 259 W FRONT ST STE B | MISSOULA | MT | 59802 | 854133807 | AMBULATORY CARE | MT | 501(C)(3) | LINE 7 | LOGAN HEALTH | 0 | |
| MTWY HEALTH INC | |||||||||||
| 310 SUNNYVIEW LN | KALISPELL | MT | 59901 | 932584380 | SUPPORT | MT | 501(C)(3) | LINE 12B, II | 0 | N/A | |
| NORTH VALLEY HOSPITAL FOUNDATION | |||||||||||
| 1600 HOSPITAL WAY | WHITEFISH | MT | 59937 | 810526541 | SUPPORTING ORGANIZATION | MT | 501(C)(3) | LINE 12A, I | LOGAN HEALTH - WHITEFISH | 0 | |
| NORTHWEST HORIZONS INC | |||||||||||
| 310 SUNNYVIEW LANE | KALISPELL | MT | 59901 | 810420653 | LONG-TERM AMBULATORY CARE | MT | 501(C)(3) | LINE 10 | LOGAN HEALTH | 0 | |
| STILLWATER HOSPITAL ASSOCIATION | |||||||||||
| 710 N 11TH STREET | COLUMBUS | MT | 59019 | 810286525 | HOSPITAL | MT | 501(C)(3) | LINE 3 | BILLINGS CLINIC | 0 | |
| TOWNSEND HEALTH SYSTEMS INC | |||||||||||
| 110 NORTH OAK STREET | TOWNSEND | MT | 59644 | 810398400 | HEALTHCARE | MT | 501(C)(3) | LINE 3 | BILLINGS CLINIC | 0 | |
| STILLWATER COMMUNITY HEALTHCARE FOUNDATION | |||||||||||
| 710 N 11TH ST | COLUMBUS | MT | 59019 | 200748325 | FUNDRAISING | MT | 501(C)(3) | LINE 10 | STILLWATER | 0 | |
| RURAL EMERGENCY CARE ALLIANCE | |||||||||||
| 310 SUNNYVIEW LANE | KALISPELL | MT | 59901 | 883504819 | PROVIDE SUPPORT FOR EMERGENCY MEDICAL SERVICE PROVIDERS | MT | 501(C)(3) | LINE 10 | LOGAN HEALTH | 0 | |
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 |
| 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 | 0 | 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 | 0 | 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 |