2026-05-08T15:49:10-05:00 2025-06-30 410746749 CLIFTONLARSONALLEN LLP 10700 NORTHUP WAY SUITE 200 BELLEVUE WA 98004 990 2024-07-01 810224734 MEMORIAL HOSPITAL ASSOCIATION MEMO 4064460610 PO BOX 590 RED LODGE MT 59068 ABBY LOTZ RN CEO 4064460610 2026-05-08 1 1 KURT BENNION CPA P01469618 4252506100 2026-05-08 2024 2025-03-06 01:10:19Z BEARTOOTH BILLINGS CLINIC ABBY LOTZ RN PO BOX 590 RED LODGE MT 59068 28414929 0 X WWW.BEARTOOTHBILLINGSCLINIC.ORG X 1948 MT TO SAVE LIVES AND PROMOTE HEALTHY LIVING. 12 11 178 50 162578 0 301273 400784 20363794 21776271 455899 826732 43200 235278 21164166 23239065 467286 27786 0 0 8544803 9694569 0 0 57141 12016406 12347555 21028495 22069910 135671 1169155 30192005 31466023 15790109 15486257 14401896 15979766 THE MISSION OF THE ORGANIZATION IS TO SAVE LIVES AND PROMOTE HEALTHY LIVING. THE ORGANIZATIONAL VALUES INCLUDE ACCOUNTABILITY, COMPASSION, PASSION FOR EXCELLENCE, LOVE AND INNOVATION. 0 0 14862303 27786 21776271 BEARTOOTH BILLINGS CLINIC IS A CRITICAL ACCESS HOSPITAL PROVIDING ACUTE AND TRANSITIONAL CARE, OUTPATIENT SURGICAL SERVICES, DIAGNOSTIC SERVICES, REHABILITATION, AND HOSPICE/HOME CARE FOR RED LODGE, MONTANA AND THE SURROUNDING AREA PAID FOR THROUGH PATIENT FEES, MEDICARE AND MEDICAID, AND PRIVATE INSURANCE REIMBURSEMENTS. 14862303 1 1 0 1 0 0 0 0 0 1 1 0 0 0 1 0 0 1 0 0 0 0 0 0 0 0 1 1 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 1 32 0 1 178 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 12 11 0 1 0 0 0 1 0 1 0 0 0 1 1 1 1 1 1 1 1 0 X MICHAEL SHUCK 4064460610 2525 NORTH BROADWAY AVE RED LODGE MT 59068 DEREK STIEGEMEIER CHIEF OPERATIONS OFFICER 40.00 0.00 X 164701 0 19090 KATE WYMAN LAB MANAGER 40.00 0.00 X 163051 0 20313 BRIDGETT CHARTIER CHIEF NURSING OFFICER 40.00 0.00 X 164692 0 5529 STEPHANIE BALDWIN CHIEF COMPLIANCE OFFICER 40.00 0.00 X 133442 0 27438 LINDA HARRIS CPA CFO 30.00 10.00 X 138067 0 15329 AMY HUMMEL PHYSICAL THERAPHY MANAGER 40.00 0.00 X 116340 0 10649 ABBY LOTZ CEO 39.25 0.75 X 0 0 0 KELLY HEATON PRESIDENT THEN PAST PRESIDENT 2.00 0.00 X X 0 0 0 SARAH EWALD VICE PRESIDENT THEN PRESIDENT 2.00 0.00 X X 0 0 0 TROY KANE DIRECTOR THEN VICE PRESIDENT 2.00 0.00 X X 0 0 0 DICK FELLOWS SECRETARY/TREASURER 2.00 0.00 X X 0 0 0 JIM DUNCAN PAST PRESIDENT THEN DIRECTOR 1.00 0.00 X X 0 0 0 TODD BUCHANAN DIRECTOR 1.00 0.00 X 0 0 0 GEORGE CLOW DIRECTOR (THROUGH DECEMBER 2024) 1.00 0.00 X 0 0 0 JOHN CROCKER DIRECTOR (THROUGH DECEMBER 2024) 1.00 0.00 X 0 0 0 KATE CROFT DIRECTOR 1.00 0.00 X 0 0 0 TARA MASTEL DIRECTOR 1.00 0.00 X 0 0 0 STEVE MUTH DIRECTOR (THROUGH DECEMBER 2024) 1.00 0.00 X 0 0 0 KIRT NELL DIRECTOR 1.00 0.00 X 0 0 0 WILLIAM OLEY MD DIRECTOR 40.00 0.00 X 0 0 0 GUY SCHMIDT MD DIRECTOR 1.00 0.00 X 0 0 0 STEVE SMITH DIRECTOR (THROUGH DECEMBER 2024) 1.00 0.00 X 0 0 0 MARY STENZEL-POORE DIRECTOR 1.00 0.00 X 0 0 0 880293 0 98348 11 0 1 0 BILLINGS CLINIC PO BOX 37000 BILLINGS MT 59107 MANAGEMENT AND OTHER SERVICES 3597255 TW RIDLEY LLC 609 CHARLES STREET BILLINGS MT 59101 CONSTRUCTION 2961430 FOREFRONT HEALTHCARE 22622 HARPER AVENUE SAINT CLAIR SHORES MN 48008 FOOD SERVICES 340610 MONIDA SHARED IMAGING LLC 1200 S RESERVE SUITE H MISSOULA MT 59801 MRI PROVIDER 318896 CUSING TERRELL PO BOX 30071 BILLINGS MT 59107 ARCHITECT SERVICES 158680 9 212363 188421 400784 NET PATIENT REVENUE 621110 21065190 21065190 PHARMACY 456110 619528 619528 OTHER PROGRAM SERVICES 900099 91553 91553 21776271 555456 555456 10037 0 10037 10037 10037 5447140 5175864 271276 271276 271276 CHILDCARE REVENUE 624410 224409 162578 61831 MISCELLANEOUS INCOME 900099 832 832 225241 23239065 21776271 162578 899432 X 27786 27786 829733 575103 231482 23148 7417202 5084186 2315118 17898 248166 51271 196895 608713 400052 207590 1071 590755 404018 183863 2874 7160 933 6227 52882 52882 5896815 4238532 1656740 1543 133753 25096 103185 5472 551865 267728 281314 2823 26709 8332 18377 468586 258894 209692 112689 94947 17083 659 32460 18576 13795 89 401043 6488 394555 1140583 381983 758364 236 108116 108116 MEDICAL SUPPLIES 1827035 1819368 6462 1205 BAD DEBT 1131412 1131412 BED TAX 268619 268619 DIETARY/FOOD 77980 27333 50647 109848 40265 69460 123 22069910 14862303 7150466 57141 2299784 3007705 3472097 3469041 266804 339088 83202 130833 29803285 17332968 9935289 12470317 13807503 11777252 1129 327326 270658 30192005 31466023 1738040 1970378 22553 19473 13426727 12821476 602789 674930 15790109 15486257 X 14377396 15955266 24500 24500 14401896 15979766 30192005 31466023 1169155 408715 0 X X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 0 0 0 0 0 0 1 18021 18021 0 PART II-B, LINE 1: A PORTION OF THE DUES PAID TO THE MONTANA HOSPITAL ASSOCIATION, THE AMERICAN HOSPITAL ASSOCIATION, AND LEADING AGE BY MEMORIAL HOSPITAL ASSOCIATION WAS ALLOCABLE TO LOBBYING ACTIVITIES. 1591846 7293 188289 1787428 1425886 13134 152826 1591846 1608527 29871 138535 351047 1425886 1815903 55139 -262515 1608527 1379415 12856 423632 1815903 0.04036 0.59162 0.36802 0 1 1 771718 771718 16979093 10577093 6402000 8342212 6755875 1586337 3710262 3710262 12470317 RIGHT-OF-USE LEASE LIABILITIES 285942 ESTIMATED THIRD-PARTY SETTLEMENT PAYABLES 388988 674930 23442109 408715 925741 1334456 22107653 1131412 1131412 23239065 21212767 274269 274269 20938498 1131412 1131412 22069910 PART V, LINE 4: THE FOUNDATION'S ENDOWMENT CONSISTS OF NUMEROUS INDIVIDUAL FUNDS ESTABLISHED FOR A VARIETY OF PURPOSES. THE ENDOWMENT INCLUDES BOTH DONOR-RESTRICTED ENDOWMENT FUNDS AND FUNDS DESIGNATED BY THE GOVERNING BODY TO FUNCTION AS ENDOWMENTS (BOARD DESIGNATED ENDOWMENT FUNDS). PERMANENTLY RESTRICTED NET ASSETS CONSIST OF DONOR RESTRICTED CONTRIBUTIONS TO A PERMANENT ENDOWMENT FUND, THE PRINCIPAL OF WHICH IS REQUIRED TO REMAIN IN PERPETUITY. THE INCOME GENERATED FROM PERMANENTLY RESTRICTED ASSETS MAY BE USED TO PERPETUATE AND ASSIST IN SATISFYING OPERATING EXPENSES AND CAPITAL IMPROVEMENTS FOR BEARTOOTH BILLINGS CLINIC. PART XI, LINE 2D - OTHER ADJUSTMENTS: FOUNDATION REVENUE 984,632. CONSOLIDATING ELIMINATIONS -58,891. PART XI, LINE 4B - OTHER ADJUSTMENTS: BAD DEBT EXPENSE 1,131,412. PART XII, LINE 2D - OTHER ADJUSTMENTS: FOUNDATION EXPENSES 333,160. CONSOLIDATING ELIMINATIONS -58,891. PART XII, LINE 4B - OTHER ADJUSTMENTS: BAD DEBT EXPENSE 1,131,412. 1 1 X 1 X 110.000000000000 1 X 1 1 1 0 0 134 249044 0 249044 0.01190 1819313 1942501 0 0.00000 0 0 134 2068357 1942501 249044 0.01190 37 78200 11445 66755 0.00320 74022 0 74022 0.00350 7680395 4831619 2848776 0.13610 0 0 29 23274 0 23274 0.00110 66 7855891 4843064 3012827 0.14390 66 134 9924248 6785565 3261871 0.15580 454994 240722 214272 0.01020 454994 240722 214272 0.01020 1 1131412 0 3688651 5645931 -1957280 X 1 1 1 1 BEARTOOTH BILLINGS CLINIC PO BOX 590 RED LODGE MT 59068 WWW.BEARTOOTHBILLINGSCLINIC.ORG 13419 X X X X CLINIC BEARTOOTH BILLINGS CLINIC 1 0 0 1 X X X X X X X X X 22 1 0 0 1 X SEE LINE 7D X X 1 22 1 SEE LINE 7D 0 1 X 110.000000000000 300.000000000000 X X X X 1 1 X X X X 1 X SEE LINE 16J X SEE LINE 16J X SEE LINE 16J X X X X X X X 1 X 0 X X X X 1 X 0 0 BEARTOOTH BILLINGS CLINIC PART V, SECTION B, LINE 5: IN FEBRUARY 2022, A DIVERSE GROUP OF COMMUNITY MEMBERS REPRESENTING VARIOUS ORGANIZATIONS AND POPULATIONS WITHIN THE COMMUNITY CAME TOGETHER TO BEGIN THE COMMUNITY HEALTH NEEDS ASSESSMENT. IN MARCH 2022, SURVEYS WERE SENT TO 800 RANDOMLY SELECTED COMMUNITY MEMBERS, OF WHICH 150 WERE COMPLETED AND SUBMITTED. FINALLY, KEY INFORMANT INTERVIEWS WERE CONDUCTED TO IDENTIFY IMPORTANT LOCAL HEALTHCARE ISSUES, HOW TO IMPROVE THE HEALTH OF THE COMMUNITY, AND GAPS IN HEALTH SERVICES. BEARTOOTH BILLINGS CLINIC PART V, SECTION B, LINE 7D: THE COMMUNITY HEALTH NEEDS ASSESSMENT REPORT AND IMPLEMENTATION STRATEGY ARE AVAILABLE ONLINE AT WWW.BEARTOOTHBILLINGSCLINIC.ORG/ABOUT-US-BEARTOOTH-BILLINGS-CLINIC/COMMUNITY-HEALTH-NEEDS-ASSESSMENTS/. BEARTOOTH BILLINGS CLINIC PART V, SECTION B, LINE 11: GOAL #1- MENTAL AND BEHAVIORAL HEALTH1. EXPAND BBC'S INTEGRATED BEHAVIORAL HEALTH MODEL IN THE CLINIC SETTING TO MEET THE INCREASING DEMAND AMONG CHILDREN AND YOUNG ADULTS BY HIRING A LICENSED CLINICAL SOCIAL WORKER (LCSW).12/18/2025 - BBC NOW HAS TWO FULL TIME SOCIAL WORKERS SEEING PATIENTS. ONE LCSW SPECIALIZES IN PEDIATRICS AND COMES FROM THE PUBLIC SCHOOL SYSTEM. THERE HAS ALSO BEEN CONNECTION WITH ALL THE COUNTY SCHOOLS TO OFFER SUPPORT.2. FOSTER RELATIONSHIPS WITH SCHOOLS IN THE SERVICE AREA TO ENHANCE ACCESS TO BEHAVIORAL HEALTH SERVICES FOR AREA YOUTH AND ADOLESCENTS. EXPLORE OPPORTUNITIES TO SUPPORT ONE ANOTHER, DISSEMINATE OUTREACH MATERIALS, AND IMPROVE OVERALL AWARENESS OF LOCAL BEHAVIORAL HEALTH RESOURCES. 12/18/2025 - BBC NOW HAS TWO FULL TIME SOCIAL WORKERS SEEING PATIENTS. ONE LCSW SPECIALIZES IN PEDIATRICS AND COMES FROM THE PUBLIC SCHOOL SYSTEM. THERE HAS ALSO BEEN CONNECTION WITH ALL THE COUNTY SCHOOLS TO OFFER SUPPORT.3/17/2025 - OUTREACH TO BELFRY SCHOOL AFTER INCIDENT AT RED LODGE MOUNTAIN RESORT AND DELIVERED UP-TO-DATE INFORMATION TO ALL COUNTY SCHOOLS ON BEHAVIORAL HEALTH ACCESS. IBH TEAM IS ACTIVE WITH CCPH CRISIS COALITION COLLABORATING WITH AND SHADOWING PARTNERS' EFFORTS.3. SUSTAIN BBC'S ACTIVE PARTICIPATION ON THE LOCAL MENTAL HEALTH ADVISORY COUNCIL. PROVIDE REGULAR UPDATES OF THE COUNCIL TO THE LEADERSHIP TEAM.12/18/25 - IN DISCUSSION WITH CCPH, IT SEEMS THAT MENTAL HEALTH ADVISORY COUNCIL IS NOT CURRENTLY ACTIVE. WHEN THIS RESUMES, WE WILL MOST DEFINITELY PARTICIPATE. CURRENTLY ACTIVE ON THE CRISIS COALITION. 4. CONTINUE TO IMPLEMENT SUICIDE SCREENING PROTOCOLS IN THE EMERGENCY DEPARTMENT. REGULARLY TRAIN AND EQUIP BBC STAFF OF ALL LEVELS WITH THE TOOLS AND KNOWLEDGE TO BE PREPARED TO ADEQUATELY RESPOND TO MENTAL AND BEHAVIORAL HEALTH PATIENTS (I.E., PRESENTING IN CRISIS, RESOURCES, ROUTINE CARE, ETC.).12/18/25 - IN CLINIC ALL ADULTS AND ADOLESCENTS ARE SCREENED WITH THE PHQ2 AT ALL PRIMARY CARE VISITS. SDC VISITS ARE EXCLUDED FROM THIS REQUIREMENT. IF THE PHQ2 SCREENS POSITIVE, THE PHQ9 IS REQUIRED. CLINIC STAFF ARE TRAINED IF PATIENTS ANSWER POSITIVELY TO #9 ON THE PHQ9 TO VERBALLY NOTIFY THEIR PROVIDER AHEAD OF THE VISIT. WE HAVE IBH STAFF AVAILABLE EVERY DAY IN CLINIC FOR IMMEDIATE CRISIS INTERVENTION AND REFERRAL IF NECESSARY. IBH AND PROVIDERS HAVE EASY ACCESS TO THE COLUMBIA-SUICIDE SEVERITY RATING SCALE IN OUR BASECAMP FOLDER. WE ALSO HAVE THE BBC PATIENT SAFETY PLAN AVAILABLE ON BASECAMP.5. EXPAND THE EMPLOYEE ASSISTANCE PROGRAM (EAP) FOR EMPLOYEES AND THEIR FAMILIES TO MEET THE INCREASED DEMAND, PROVIDING TIMELY MENTAL HEALTH SERVICES. AS THE AREA'S LARGEST EMPLOYER, IT IS VITAL TO SUSTAIN THIS RESOURCE CONSIDERING THE SOCIOECONOMICS AND RECENT ENVIRONMENTAL IMPACTS OF THE SERVICE AREA.12/19/2025 - EAP IS STAFFED BY BILLINGS CLINIC - AT THIS TIME WE HAVE BEEN UNABLE TO EXPAND BUT WILL DEFINITELY EXPLORE THIS AS A FUTURE OPTION IF RESOURCES ALLOW. WE HAVE IMPLEMENTED ONLINE APPLICATION SUPPORT FOR OUR EMPLOYEES AS PART OF THEIR BENEFITS PACKAGE CALLED RESOURCE LINK. THEY CAN RECEIVE ONLINE SUPPORT AND COUNSELING. THEY ALSO HAVE ACCESS TO OUR IN-HOUSE COUNSELORS AS WELL.GOAL #2 - ACCESS TO HEALTHCARE SERVICES1. EXPLORE THE FEASIBILITY OF EXPANDING DERMATOLOGY SERVICES TO BEING OFFERED MULTIPLE TIMES PER MONTH THROUGH ADDITIONAL SATELLITE CLINCS.12/18/25 - CONTRACTED WITH BILLINGS DERMATOLOGY & AESTHETICS FOR LAINE ELAM, PA, TO COME TO RL ONCE PER MONTH. CAN EXPAND TO ADDITIONAL CLINICS IF DEMAND EXISTS.2. EXPLORE THE FEASIBILITY OF OFFERING SURGICAL SERVICES LOCALLY (I.E., ENDOSCOPY, GENERAL SURGERY, ORTHOPEDIC SURGER, ETC.).12/18/25 - PROFORMAS COMPLETED FOR GENERAL SURGERY EXPANSION, PODIATRY, AND ORTHOPEDICS. WILL ALSO START INTERVENTIONAL PAIN MANAGEMENT PROCEDURES IN SPRING OF 2026 WITH HOLISTIC PAIN MANAGEMENT. STRATEGIC PLANNING AT BBC END OF JANUARY 2026 WILL DEFINE WHICH PARTS OF THE PROFORMA WE MOVE FORWARD WITH.3. CONTINUE TO EXPAND THE OUTPATIENT INFUSION SERVICES THAT ARE OFFERED THROUGH BBC.12/18/2026 - BBC CONDUCTED A PHILANTHROPIC CAMPAIGN TO FULLY FUND A NEW INFUSION SUITE. THE SUITE HAS BEEN COMPLETED, AND BBC HAS EXPANDED SERVICES IN BOTH VOLUMES AND OFFERINGS. CHEMOTHERAPY IS NEXT ON OUR ROADMAP TO BE EXPLORED OVER THE NEXT COUPLE OF YEARS.4. EXPLORE THE FEASIBILITY OF OFFERING ADDITIONAL SPECIALTY SERVICES LOCALLY INCLUDING, BUT NOT LIMITED TO OPHTHALMOLOGY, AUDIOLOGY, ETC.12/18/2025 - FEASIBILITY STUDY UNDERWAY FOR ORTHOPEDIC HAND OUTREACH. FUTURE FEASIBILITY STUDY AROUND DERMATOLOGY EMPLOYMENT. HAVE STARTED PODIATRY OUTREACH, TELE-NEUROLOGY & TELE-PSYCH, AND EXPLORING PSYCH OUTREACH WITH CODY REGIONAL AND POPUP CLINICS WITH SMILES ACROSS MONTANA.5. EXPLORE OPPORTUNITIES TO DEVELOP PROTOCOL FOR LINKING PATIENTS TO COMMUNITY RESOURCES (I.E., LEVERAGE THE EHR TO FACILITATE PRESUMPTIVE ELIGIBILITY STATUS FOR PROGRAMS SUCH AS MEDICAID, MEDICARE, 340B PROGRAM, ETC.). DEVELOP METHODOLOGY AND PROTOCOL TO DISSEMINATE FINANCIAL ASSISTANCE RESOURCES WITH THE COMMUNITY. ENSURE THAT ALL OUTREACH IS DEVELOPED WITH HEALTH LITERACY IN MIND.12/18/25 - HAVE HIRED A CASE MANAGER WHO IS COMPLETING CCM VISITS AND CONNECTING PATIENTS WITH RESOURCES.6. DEVELOP A LOCAL NETWORK OF PARTNERS TO ALIGN AND CHAMPION FUNDING OPPORTUNITIES FOR RESOURCES SUCH AS COMMUNITY HEALTH WORKERS AND COMMUNITY HEALTH INITIATIVES, ETC. 12/18/25 - HAVE NOT STARTED THIS INITIATIVE. DID DISCUSS WITH CCPH THE EXPLORATION OF A CHW PROGRAM CALLED CATALYST THAT COULD BE CONSIDERED FOR THE NEXT IMPLEMENTATION PLAN.7. ENHANCE THE OUTREACH AND AWARENESS CAMPAIGN ASSOCIATED WITH OBSTETRICS/GYNECOLOGICAL (OB/GYN) AND PEDIATRIC SERVICES THAT ARE CURRENTLY AVAILABLE THROUGH BEARTOOTH BILLINGS CLINIC.12/18/25 - HAVE CONDUCTED MULTIPLE OUTREACH AND EDUCATION MARKETING CAMPAIGNS AROUND THE AVAILABILITY OF THESE SERVICES, AS WELL AS HIGHLIGHTED PARTICULAR PROVIDERS WHO ENJOY THIS PRACTICE.GOAL #3 - CHRONIC DISEASE PREVENTION AND MANAGEMENT1. ENHANCE BEARTOOTH BILLINGS CLINIC'S EFFORTS IN CHRONIC CARE MANAGEMENT.12/18/25 - CONTINUING DEVELOPING CHRONIC CARE MANAGEMENT SERVICES IN THE CLINIC. HOPEFULLY WE CAN EXPAND TO A SECOND CASE MANAGER IN THE FUTURE WHEN DEMAND INCREASES FOR THE SERVICES. AT THIS TIME, WE OFFER CHRONIC CARE MANAGEMENT TO MEDICARE AGED PATIENTS AS WELL AS GENERAL CASE MANAGEMENT SERVICES FOR CLINIC PATIENTS. WE HAVE DEVELOPED DIABETES RELATED PROTOCOLS AND PATIENT OUTREACH PROCESSES FOR THIS SPECIFIC DISEASE. WE HOPE TO IMPLEMENT BEHAVIORAL HEALTH CASE MANAGEMENT PROCESSES IN OUR BEHAVIORAL HEALTH PROGRAM. CURRENTLY WE DO OFFER COLLABORATIVE CARE CASE MANAGEMENT IN BEHAVIORAL HEALTH WHICH FOCUSES ON PATIENTS WITH MENTAL HEALTH DIAGNOSES.2. SUSTAIN THE STROKE REHABILITATION SERVICES LOCALLY TO REDUCE PATIENTS NEED TO TRAVEL OUT OF THE AREA, WHICH INCLUDES A FULL COMPLEMENT OF THERAPISTS (PT, OT, SPEECH PATHOLOGIST, DIETICIAN, LCSW, ETC.).12/18/2025 - FULL STROKE STEERING TEAM COORDINATED; GET WITH THE GUIDELINES DATA SUBMISSION TO TRACK PROGRESS, TRENDS AND OPPORTUNITIES; VOLUMES VARY AND HAVE NOT YET REACHED THRESHOLD TO APPLY FOR CERTIFICATION; POST ACUTE STROKE REHABILITATION CERTIFICATION AWARDED; THERAPIST ON STAFF THAT SPECIALIZES IN STROKE RECOVERY.3. DEVELOP AN INTAKE PROCESS FOR THE ACUTE STROKE MANAGEMENT PROGRAM, WITH THE ULTIMATE LONG-TERM GOAL OF WORKING TOWARDS BECOMING AN ACCREDITED STROKE INTAKE FACILITY. SUSTAIN A TASKFORCE TO CHAMPION THIS INTAKE PROCESS.12/18/25 - FULL STROKE STEERING TEAM COORDINATED; GET WITH THE GUIDELINES DATA SUBMISSION TO TRACK PROGRESS, TRENDS AND OPPORTUNITIES; VOLUMES VARY AND HAVE NOT YET REACHED THRESHOLD TO APPLY FOR CERTIFICATION; POST ACUTE STROKE REHABILITATION CERTIFICATION AWARDED; THERAPIST ON STAFF THAT SPECIALIZES IN STROKE RECOVERY.4. EXPLORE ADDING TELE-NEUROLOGY SERVICES LOCALLY.12/18/25 - TELE-PSYCH IMPLEMENTED WITH LOGAN HEALTH FOR ACUTE PATIENTS IN CRISIS - EMERGENCY ROOM CONSULTS AND INPATIENT CONSULTS.5. SUPPORT AND ENGAGE IN COMMUNITY EDUCATION, AWARENESS AND OUTREACH ACTIVITIES RELATING TO STROKE MANAGEMENT AND CARE, THIS INCLUDES PROGRAMMING SUCH AS A STROKE CAMP, WHICH ALLOWS SPACE FOR CAREGIVERS AND SURVIVORS TO CONNECT AND SUPPORT ONE OTHER.12/18/2025 - HAVE HOSTED BLOOD PRESSURE CLINICS, PARTICIPATED IN HEALTH FAIRS, PARTICIPATED IN RED LODGE FIRE RESCUE OPEN HOUSE, COMMUNITY MARKETING CAMPAIGNS FOR STROKE AWARENESS, PRINTED MATERIALS AND GIVEAWAYS. BEARTOOTH BILLINGS CLINIC PART V, SECTION B, LINE 16J: BEARTOOTH BILLINGS CLINIC'S FINANCIAL ASSISTANCE POLICY, PLAIN LANGUAGE SUMMARY AND FINANCIAL ASSISTANCE APPLICATION ARE AVAILABLE ONLINE AT WWW.BEARTOOTHBILLINGSCLINIC.ORG/FOR-PATIENTS/BILLING-AND-INSURANCE/. 1 1 - JOLIET PHYSICAL THERAPY 209 EAST FRONT STREET JOLIET MT 59041 PHYSICAL THERAPY PART I, LINE 3C: TO QUALIFY FOR FINANCIAL ASSISTANCE, AN INDIVIDUAL MUST RECEIVE MEDICALLY NECESSARY CARE, COMPLETE A FINANCIAL ASSISTANCE APPLICATION, AND HAVE GROSS INCOME LESS THAN 300% OF FEDERAL INCOME POVERTY GUIDELINES. FINANCIAL ASSISTANCE IS AVAILABLE TO INDIVIDUALS FACING CATASTROPHIC MEDICAL DEBT OR OTHER COMPELLING CIRCUMSTANCES. FINANCIAL ASSISTANCE MAY ALSO BE GRANTED WITHOUT A COMPLETED APPLICATION IF IT CAN BE ESTABLISHED THAT AN INDIVIDUAL IS ELIGIBLE FOR STATE-FUNDED PRESCRIPTION PROGRAMS, IS HOMELESS OR RECEIVED CARE FROM A HOMELESS CLINIC, PARCIPATES IN THE WIC PROGRAM, IS ELIGIBLE FOR FOOD STAMPS, IS ELIGIBLE FOR THE SUBSIDIZED SCHOOL LUNCH PROGRAM, LIVES IN LOW-INCOME/SUBSIDIZED HOUSING, IS DECEASED WITH NO KNOWN ESTATE, AND/OR IS ELIGIBLE FOR THE ENERGY ASSISTANCE PROGRAM. PART I, LINE 7G: HEALTH SERVICES WITH COSTS MORE THAN CHARGES: ADULTS & PEDIATRICS, CLINIC, WOUND CARE, OBERVATION BEDS, HOME HEALTH AGENCY. PART I, LINE 7, COLUMN (F): THE BAD DEBT EXPENSE INCLUDED ON FORM 990, PART IX, LINE 25, COLUMN (A), BUT SUBTRACTED FOR PURPOSES OF CALCULATING THE PERCENTAGE IN THIS COLUMN IS $ 1,131,412. PART II, COMMUNITY BUILDING ACTIVITIES: COMMUNITY SUPPORT INCLUDES THE BEARTOOTH BILLINGS CLINIC CHILDREN'S CENTER. PART III, LINE 2: THE HOSPITAL ANALYZES ITS PAST HISTORY AND IDENTIFIES TRENDS FOR EACH OF ITS MAJOR PAYER SOURCES OF REVENUE TO ESTIMATE THE APPROPRIATE ALLOWANCE FOR DOUBTFUL ACCOUNTS AND PROVISION FOR BAD DEBTS. MANAGEMENT REGULARLY REVIEWS DATA ABOUT THESE MAJOR PAYER SOURCES OF REVENUE IN EVALUATING THE SUFFICIENCY OF THE ALLOWANCE FOR DOUBTFUL ACCOUNTS. PART III, LINE 3: BEARTOOTH BILLINGS CLINIC ANALYZES OUR HISTORY AND LOOKS FOR TRENDS TO ESTIMATE THE APPROPRIATE ALLOWANCE FOR DOUBTFUL ACCOUNTS AND PROVISION FOR BAD DEBTS. WE ALSO REVIEW OUR ACCOUNTS RECEIVABLE TO ASSESS PATIENTS THAT COULD HAVE BEEN ELIGIBLE FOR FINANCIAL ASSISTANCE UNDER OUR POLICY. PART III, LINE 4: SEE THE "PATIENT ACCOUNTS RECEIVABLE" PARAGRAPH ON PAGE 12 OF THE ATTACHED AUDITED FINANCIAL STATEMENTS FOR AN EXPLANATION OF BEARTOOTH BILLINGS CLINIC'S BAD DEBT EXPENSE. PART III, LINE 8: THE MEDICARE REVENUE AND ALLOWABLE COSTS WERE CALCULATED USING THE JUNE 30, 2025 MEDICARE COST REPORT. PART III, LINE 9B: THE HOSPITAL PROVIDES CARE TO PATIENTS WHO MEET CERTAIN CRITERIA UNDER ITS CHARITY CARE POLICY WITHOUT CHARGE OR AT AMOUNTS LESS THAN ITS ESTABLISHED RATES. BECAUSE THE HOSPITAL DOES NOT PURSUE COLLECTION OF AMOUNTS DETERMINED TO QUALIFY AS CHARITY, THEY ARE NOT REPORTED AS REVENUE, OR SUBJECT TO COLLECTION. FOR THOSE AMOUNTS THAT ARE STILL OUTSTANDING, THE HOSPITAL WILL SEND A LETTER TO THE PATIENT NOTIFYING OF THEIR DETERMINATION AND IF THEY HAVE AN OUTSTANDING BALANCE, TO CONTACT THE HOSPITAL REGARDING PAYMENT OPTIONS. THE HOSPITAL ROUTINELY REVIEWS PATIENT ACCOUNTS FOR OPPORTUNITIES TO ENCOURAGE PAYMENT BY DISCOUNTING AND OTHER MEANS. IF, AFTER NO LESS THAN 120 DAYS OF NO RESPONSE FROM THE PATIENT/GUARANTOR, THE ACCOUNT IS WRITTEN OFF TO BAD DEBT AND FORWARDED TO A COLLECTIONS AGENCY FOR FURTHER ACTION. PART VI, LINE 2: PERIODIC COMMUNITY SURVEYS ARE CONDUCTED TO DEFINE THE PHYSICIAN SPECIALTIES THAT ARE NEEDED/REQUESTED AT THE FACILITY. PART VI, LINE 3: INPATIENTS RECEIVE A VISIT FROM THE PATIENT FINANCIAL SERVICES DEPARTMENT ARE PROVIDED INFORMATION ON ASSISTANCE AND CONTACT INFORMATION OUTPATIENTS ARE ADVISED AT TIME OF REGISTRATION AS TO AVAILABILITY. BEARTOOTH BILLINGS CLINIC ALSO PROVIDES NOTICES IN PATIENT BILLS AND POSTS NOTICES IN EMERGENCY ROOMS, URGENT CARE CENTERS, ADMITTING AND REGISTRATION DEPARTMENTS, AND PATIENT FINANCIAL SERVICES OFFICES THAT ARE LOCATED ON THE FACILITY CAMPUS OF THE AVAILABILITY OF FINANCIAL ASSISTANCE. PART VI, LINE 4: BEARTOOTH BILLINGS CLINIC (BEARTOOTH) IS A 10-BED NON PROFIT CRITICAL ACCESS HOSPITAL BASED IN RED LODGE, MONTANA WITH CLINIC AND HOSPITAL SERVICES IN THE SAME FACILITY. BEARTOOTH, THE ONLY HOSPITAL IN CARBON COUNTY, HAS A SERVICE AREA OF APPROXIMATELY 2,000 SQUARE MILES AND PROVIDES MEDICAL SERVICES TO THE COUNTY POPULATION OF APPROXIMATELY 10,000 PEOPLE. CARBON COUNTY, 60 MILES FROM YELLOWSTONE NATIONAL PARK, IS SITUATED ALONG THE MONTANA-WYOMING BORDER IN SOUTH CENTRAL MONTANA.THE PRIMARY SERVICE AREA, BASED ON THE TOP 10 ZIP CODES OF PATIENTS WITH ENCOUNTERS AND OR ADMITS DURING A CALENDAR YEAR INCLUDES THE COMMUNITIES OF RED LODGE, ROBERTS, BRIDGER, JOLIET, BELFRY, BEARCREEK, ROSCOE AND BOYD, MONTANA; AS WELL AS SCATTERING OF PATIENTS FROM LAUREL AND BILLINGS, MONTANA AS WELL AS CODY, WYOMING. PART VI, LINE 5: THE MAJORITY OF BEARTOOTH'S GOVERNING BODY MEMBERS RESIDE IN THE COMMUNITY. ALL GOVERNING BODY MEMBERS ARE COMMUNITY-MINDED INDIVIDUALS WHO DO NOT RECEIVE COMPENSATION FOR THEIR SERVICES ON THE BEARTOOTH BOARD. MEDICAL STAFF PRIVILEGES ARE EXTENDED TO ALL QUALIFIED PHYSICIANS IN THE COMMUNITY. SURPLUS FUNDS ARE USED TO MAKE CAPITAL PURCHASES AND UPGRADES TO THE FACILITIES.BEARTOOTH IS THE SOLE ACUTE CARE PROVIDER IN THE PRIMARY SERVICE AREA, AND OPERATES AN EMERGENCY ROOM AND CLINIC WHICH OFFERS WALK IN AS WELL AS SCHEDULED APPOINTMENTS. BEARTOOTH PROVIDES CARE TO ALL PATIENTS REGARDLESS OF THEIR ABILITY TO PAY. IN ADDITION TO PROVIDING CARE AT REDUCED OR NO COST, THE ORGANIZATION SPONSORS HEALTH FAIRS, CLASSES, AND OTHER EVENTS THROUGHOUT THE YEAR TO PROMOTE BETTER LIVING, NUTRITION AND GOOD HEALTH.OTHER COMMUNITY BENEFIT PROGRAMS PROVIDED ARE: - HEALTH EXCHANGE ENROLLMENT, PROVIDING OUTREACH AND ENROLLMENT BY CERTIFIED HEALTHCARE GUIDES IN THE NEW HEALTH INSURANCE EXCHANGE.- TOBACCO USE PREVENTION AND CONTROL PROVIDING CESSATION AND PREVENTION EDUCATION FOR LOCAL YOUTH.- DISASTER PREPAREDNESS, WHICH WORKS WITH COMMUNITY PARTNERS AND HOSPITAL STAFF TO PREPARE THE HEALTHCARE SYSTEM COMMUNITY FOR COUNTY WIDE PUBLIC HEALTH EMERGENCIES OF ALL TYPES. PART VI, LINE 6: BEARTOOTH BILLINGS CLINIC (BEARTOOTH) IS AFFILIATED WITH BILLINGS CLINIC, A MONTANA NON PROFIT CORPORATION. BILLINGS CLINIC IS AN INTEGRATED HEALTH CARE ORGANIZATION, COMPRISED OF THE BILLINGS CLINIC AND BILLINGS CLINIC HOSPITAL. SINCE 2002, BEARTOOTH HAS BEEN AN AFFILIATE OF BILLINGS CLINIC WITH A SHARED MANAGEMENT AGREEMENT. WITHIN THIS AGREEMENT, BILLINGS CLINIC PROVIDES MANAGEMENT, DIGITAL INFORMATION SYSTEMS, AND ANCILLARY SUPPORT SERVICES TO AREA HOSPITALS AND CLINICS. AT THAT TIME, BEARTOOTH SOUGHT A STRONGER ALIGNMENT WITH BILLINGS CLINIC DUE TO A DESIRE TO STABILIZE AND ENHANCE THE LEVEL AND SCOPE OF HEALTH CARE SERVICES AVAILABLE IN OUR COMMUNITY, AND TO GROW IN OUR COMMITMENT TO QUALITY, PATIENT SAFETY AND SERVICE VALUES. THIS SHARED DESIRE LED TO A COMMITMENT BY BOTH ORGANIZATIONS TO BUILD A NEW INTEGRATED HOSPITAL AND CLINIC IN RED LODGE, WHICH IS NOW BEARTOOTH BILLINGS CLINIC. X X 0 0 0 0 0 0 0 1 0 DEREK STIEGEMEIER CHIEF OPERATIONS OFFICER 164701 0 0 0 0 0 4175 0 14915 0 183791 0 0 0 KATE WYMAN LAB MANAGER 163051 0 0 0 0 0 4081 0 16232 0 183364 0 0 0 BRIDGETT CHARTIER CHIEF NURSING OFFICER 164692 0 0 0 0 0 827 0 4702 0 170221 0 0 0 STEPHANIE BALDWIN CHIEF COMPLIANCE OFFICER 133442 0 0 0 0 0 3518 0 23920 0 160880 0 0 0 LINDA HARRIS CPA CFO 138067 0 0 0 0 0 2728 0 12601 0 153396 0 0 0 PART I, LINE 7 THE CEO OF BEARTOOTH BILLINGS CLINIC RECEIVES A DISCRETIONARY BONUS THAT IS A NON-FIXED PAYMENT. PRE-DETERMINED STRETCH GOALS ARE ESTABLISHED BY THE BOARD OF DIRECTORS EXECUTIVE COMMITTEE AT THE BEGINNING OF THE EVALUATION PERIOD. FOR BEARTOOTH THIS IS JULY, THE BEGINNING OF THE FISCAL YEAR. THE BONUS IS PRIMARILY IMPACTED BY THE FINANCIAL PERFORMANCE OF THE FACILITY WITH ALL OF THE GOALS BEING REDUCED BY 50% OF POSSIBLE COMPENSATION IF THE FINANCIALS GOALS ARE NOT MET. THE OVERALL AMOUNT HAS BEEN PRIMARILY DETERMINED BY FINANCIAL PERFORMANCE AND REGIONAL/STATE BENCH-MARKING OF COMPARABLE. A MONTANA FACILITY FINANCE AUTHORITY 364615156 2021-08-31 15102203 REFINANCE SERIES 2009 BONDS AND OTHER DEBTS 0 0 0 A 2180929 15102203 127355 14974847 2021 0 1 1 1 A 0 0 0 0 0.00000 0.00000 0.00000 0 0 1 A 0 0 1 0 0 0 0 0 1 A 1 FORM 990, PART VI, SECTION A, LINE 3 BEARTOOTH BILLINGS CLINIC HIRED BILLINGS CLINIC TO CONDUCT, SUPERVISE, OPERATE AND MANAGE DAY-TO-DAY OPERATIONS OF THE HOSPITAL, ITS DEPARTMENTS, EMPLOYEES AND FINANCIAL ADMINISTRATION. THROUGH THIS SERVICES AGREEMENT, ABBY LOTZ RECEIVED $236,590 OF TAXABLE COMPENSATION AND $77,935 OF NONTAXABLE BENEFITS IN CALENDAR YEAR 2024 FOR HER SERVICES AS CEO AND WILLIAM OLEY, MD, RECEIVED $284,527 OF TAXABLE COMPENSATION AND $87,177 OF NONTAXABLE BENEFITS IN CALENDAR YEAR 2024 FOR HIS MEDICAL SERVICES. FORM 990, PART VI, SECTION A, LINE 7A BILLINGS CLINIC APPOINTS THREE DIRECTORS OF THE BOARD. FORM 990, PART VI, SECTION A, LINE 8B THERE ARE NO COMMITTEES WITH AUTHORITY TO ACT ON BEHALF OF THE BOARD. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PREPARED BY THE ORGANIZATION'S INDEPENDENT ACCOUNTANT AND PROVIDED TO THE BOARD FOR REVIEW AND APPROVAL PRIOR TO SUBMITTING TO THE IRS. FORM 990, PART VI, SECTION B, LINE 12C BOARD MEMBERS ANNUALLY DISCLOSE IN WRITING ANY CONFLICTS OF INTEREST. THESE ARE REVIEWED BY THE BOARD CHAIR AND CEO. THROUGHOUT THE YEAR, IF ANY CONFLICTS ARISE, THE BOARD CHAIR AND CEO ADDRESS THOSE ISSUES WITH THE INDIVIDUALS INVOLVED. DOCUMENTATION OF THE PROCESS WILL BE MAINTAINED WITH THE BOARD OF DIRECTOR'S RECORDS. FORM 990, PART VI, SECTION B, LINE 15 COMPARATIVE MARKET DATA ARE COLLECTED ANNUALLY AND ANALYZED. EXECUTIVE MANAGEMENT EVALUATES TOP EMPLOYEES ANNUALLY AND PROVIDES WAGE ADJUSTMENTS AFTER REVIEWING COMPARATIVE MARKET DATA. REVIEWS ARE CONDUCTED ANNUALLY BY THE EXECUTIVE COMMITTEE OF THE BOARD. ANY AND ALL DOCUMENTATION IS KEPT IN HUMAN RESOURCES AND ALSO IN THE EMPLOYEE'S FILE, INCLUDING SIGNED PERSONAL ACTION FORMS, ALONG WITH JUSTIFICATION, PRINCIPALLY FROM EMPLOYEE PERFORMANCE EVALUATIONS. THE PROCESS DESCRIBED HERE WAS LAST COMPLETED IN 2025. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE ALSO MADE AVAILABLE UPON REQUEST. FORM 990, PART IX, LINE 11G CONTRACT AND PURCHASED SERVICES: PROGRAM SERVICE EXPENSES 4,238,532. MANAGEMENT AND GENERAL EXPENSES 1,656,740. FUNDRAISING EXPENSES 1,543. TOTAL EXPENSES 5,896,815. FORM 990, PART XII, LINE 2C: THE PROCESS FOR OVERSIGHT AND SELECTION OF AN INDEPENDENT ACCOUNTANT HAS NOT CHANGED FROM THE PRIOR YEAR. BEARTOOTH BILLINGS CLINIC FOUNDATION PO BOX 1290 RED LODGE MT 59068 810484562 FUNDRAISING MT 501(C)(3) LINE 7 BEARTOOTH BILLINGS CLINIC 1 0 1 1 0 0 0 0 0 0 0 0 1 1 1 1 1 1 0 0 BEARTOOTH BILLINGS CLINIC FOUNDATION C 212363 ACTUAL