BILLINGS CLINIC EMPLOYEE BENEFIT TRUST: Form 990, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- BILLINGS CLINIC EMPLOYEE BENEFIT TRUST (EIN 81-0391600)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-14
- IRS object ID
- 202543189349302184
- 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 | 2025-11-14T08:27:55-06:00 | 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 | 810391600 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BILLINGS CLINIC EMPLOYEE BENEFIT TRUST | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BILL | BusinessNameControlTxt |
| Phone | 4066574130 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2800 10TH AVE N | AddressLine1Txt |
| City | BILLINGS | CityNm |
| State Abbreviation | MT | StateAbbreviationCd |
| ZIP | 59107 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PATTI PILGRIM | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Phone | 4066574130 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | CLINT SEGER MD | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2800 10TH AVE N | AddressLine1Txt |
| City | BILLINGS | CityNm |
| State Abbreviation | MT | StateAbbreviationCd |
| ZIP | 59107 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $50,549,156 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c | Yes (X) | Organization501cInd |
| Website Address | N/A | WebsiteAddressTxt |
| Type Of Organization Trust | Yes (X) | TypeOfOrganizationTrustInd |
| Formation | 1980 | FormationYr |
| Legal Domicile State | MT | LegalDomicileStateCd |
| Activity Or Mission | PROVIDES HEALTH BENEFITS AND INSURANCE COVERING ELIGIBLE EMPLOYEES AND THEIR DEPENDENTS OF THE BILLINGS CLINIC. | ActivityOrMissionDesc |
| Voting Members Governing Body | 12 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 8 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 8 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $0 | PYContributionsGrantsAmt |
| CY Contributions Grants | $0 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $46,650,545 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $49,868,466 | CYProgramServiceRevenueAmt |
| PY Investment Income | $324,542 | PYInvestmentIncomeAmt |
| CY Investment Income | $680,690 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $46,975,087 | PYTotalRevenueAmt |
| CY Total Revenue | $50,549,156 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $46,910,004 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $45,028,536 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $0 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $0 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $2,548,524 | PYOtherExpensesAmt |
| CY Other Expenses | $2,933,211 | CYOtherExpensesAmt |
| PY Total Expenses | $49,458,528 | PYTotalExpensesAmt |
| CY Total Expenses | $47,961,747 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$2,483,441 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $2,587,409 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $23,057,136 | TotalAssetsBOYAmt |
| Total Assets EOY | $23,923,449 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $2,719,448 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $5,361,793 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $20,337,688 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $18,561,656 | NetAssetsOrFundBalancesEOYAmt |
| Mission | PROVIDES HEALTH BENEFITS AND INSURANCE COVERING ELIGIBLE EMPLOYEES AND THEIR DEPENDENTS OF THE BILLINGS CLINIC. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Desc | THE BILLINGS CLINIC EMPLOYEE BENEFIT PLAN AND TRUST PROVIDES PAYMENT OF MEDICAL, DENTAL, VISION, AND PHARMACY CLAIMS ON BEHALF OF ELIGIBLE PARTICIPANTS. | Desc |
| Described In Section501c3 | 0 | DescribedInSection501c3Ind |
| Schedule B Required | 0 | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| 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 | 0 | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | 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 |
| 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 |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 1 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 0 | EmployeeCnt |
| 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 | 12 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 8 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | 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 | 0 | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | 0 | ConflictOfInterestPolicyInd |
| Whistleblower Policy | 0 | WhistleblowerPolicyInd |
| Document Retention Policy | 0 | 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 | ERIKA WRIGHT | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4066574130 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2800 TENTH AVENUE NORTH | AddressLine1Txt |
| City | BILLINGS | CityNm |
| State Abbreviation | MT | StateAbbreviationCd |
| ZIP | 59101 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (19 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 | Institutional TrusteeInstitutionalTrusteeInd |
|---|---|---|---|---|---|---|---|---|
| CLINTON SEGER MD | ||||||||
| CEO | 1.00 | 59.00 | Yes (X) | Yes (X) | $0 | $1,163,598 | $43,294 | |
| CRAIG BARTHOLOMEW | ||||||||
| CHAIR | 1.00 | 10.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| KEITH COOK | ||||||||
| IMMEDIATE PAST CHAIR | 1.00 | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| KENDRICK TROSTEL MD | ||||||||
| PHYSICIAN/VICE CHAIR | 1.00 | 49.00 | Yes (X) | Yes (X) | $0 | $756,619 | $52,436 | |
| EILEEN MCDONALD | ||||||||
| SECRETARY | 1.00 | 8.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| HEIDI DUNCAN MD | ||||||||
| PHYSICIAN/BOARD MEMBER | 1.00 | 49.00 | Yes (X) | $0 | $269,240 | $37,002 | ||
| ALICE GORDON | ||||||||
| BOARD MEMBER | 1.00 | 4.00 | Yes (X) | $0 | $0 | $0 | ||
| WAYNE HIRSCH | ||||||||
| BOARD MEMBER | 1.00 | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| JOHN EDWARDS | ||||||||
| BOARD MEMBER | 1.00 | 6.00 | Yes (X) | $0 | $0 | $0 | ||
| BLAKE UNDERRINER | ||||||||
| BOARD MEMBER | 1.00 | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| GORDON RIHA MD | ||||||||
| BOARD MEMBER | 1.00 | 49.00 | Yes (X) | $0 | $1,129,562 | $51,614 | ||
| AMY CEBULL | ||||||||
| BOARD MEMBER | 1.00 | 7.00 | Yes (X) | $0 | $0 | $0 | ||
| US BANK AND TRUST | ||||||||
| INSTITUTIONAL TRUSTEE | 0.10 | $38,060 | $0 | $0 | Yes (X) | |||
| KATHLEEN QUINONES | ||||||||
| CFO | 1.00 | 59.00 | Yes (X) | $0 | $579,324 | $38,096 | ||
| KEVIN ABEL | ||||||||
| SYSTEM CO-CEO | 1.00 | 59.00 | Yes (X) | $0 | $986,351 | $38,583 | ||
| CRAIG LAMBRECHT MD | ||||||||
| SYSTEM CEO (UNTIL 3/11/2024) | 1.00 | 59.00 | Yes (X) | $0 | $1,715,469 | $24,583 | ||
| WILLIAM GIBSON | ||||||||
| CLO | 1.00 | 59.00 | Yes (X) | $0 | $801,222 | $38,623 | ||
| JUSTIN OTT | ||||||||
| CIO | 1.00 | 59.00 | Yes (X) | $0 | $441,312 | $47,594 | ||
| ELLEN LAYTON | ||||||||
| CAO | 1.00 | 59.00 | Yes (X) | $0 | $770,824 | $51,195 | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $38,060 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $8,613,521 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $423,020 | 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 |
Contractor Compensation ContractorCompensationGrp (2 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| PACIFIC SOURCE | |||||
| 110 INTERNATIONAL WAY | SPRINGFIELD | OR | 97477 | CLAIMS PROCESSING | $1,683,592 |
| MEDIMPACTPREMIER | |||||
| 5882 COLLECTIONS CENTER DRIVE | CHICAGO | IL | 60693 | CLAIMS PROCESSING | $244,622 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 2 | CntrctRcvdGreaterThan100KCnt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| EMPLOYER CONTRIBUTIONS-ER | 900099 | $38,313,612 | $38,313,612 |
| EMPLOYER CONTRIBUTIONS-EE | 900099 | $11,554,854 | $11,554,854 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $49,868,466 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $664,434 | TotalRevenueColumnAmt |
| Exclusion | $664,434 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $16,256 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $0 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $16,256 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $16,256 | TotalRevenueColumnAmt |
| Exclusion | $16,256 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $50,549,156 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $49,868,466 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $680,690 | ExclusionAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $45,028,536 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $200,000 | TotalAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $49,415 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $38,060 | TotalAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,928,214 | TotalAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3 | TotalAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $668,061 | TotalAmt |
Other Expenses OtherExpensesGrp (2 entries)
| DescDesc | TotalTotalAmt |
|---|---|
| MISCELLANEOUS EXPENSE | $32,919 |
| TAXES AND LICENSES | $16,539 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $47,961,747 | TotalAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,220,284 | BOYAmt |
| EOY | $8,059,847 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,003,925 | BOYAmt |
| EOY | $557,382 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,577,231 | BOYAmt |
| EOY | $15,077,223 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $255,696 | BOYAmt |
| EOY | $228,997 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $23,057,136 | BOYAmt |
| EOY | $23,923,449 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,719,448 | BOYAmt |
| EOY | $835,889 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $4,525,904 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,719,448 | BOYAmt |
| EOY | $5,361,793 | 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 | $20,337,688 | BOYAmt |
| EOY | $18,561,656 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $20,337,688 | BOYAmt |
| EOY | $18,561,656 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $23,057,136 | BOYAmt |
| EOY | $23,923,449 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $2,587,409 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $162,463 | NetUnrlzdGainsLossesInvstAmt |
| Prior Period Adjustments | -$4,525,904 | PriorPeriodAdjustmentsAmt |
| 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) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $0 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ESTIMATED CLAIM RESERVE | Desc |
| Amt | $4,525,904 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $4,525,904 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $50,549,156 | TotalRevEtcAuditedFinclStmtAmt |
| Revenue Not Reported | $0 | RevenueNotReportedAmt |
| Revenue Subtotal | $50,549,156 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $50,549,156 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $47,961,747 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $47,961,747 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $47,961,747 | TotalExpensesPerForm990Amt |
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 |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (10 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 | ||||||||||||||
| 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 SEGER MD | ||||||||||||||
| CEO | $0 | $1,095,076 | $0 | $62,909 | $0 | $5,613 | $0 | $29,275 | $0 | $14,019 | $0 | $1,206,892 | $0 | $0 |
| GORDON RIHA MD | ||||||||||||||
| BOARD MEMBER | $0 | $1,128,038 | $0 | $150 | $0 | $1,374 | $0 | $29,275 | $0 | $22,339 | $0 | $1,181,176 | $0 | $0 |
| KEVIN ABEL | ||||||||||||||
| SYSTEM CO-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 | $0 | $689,757 | $0 | $108,695 | $0 | $2,770 | $0 | $20,700 | $0 | $17,923 | $0 | $839,845 | $0 | $0 |
| ELLEN LAYTON | ||||||||||||||
| CAO | $0 | $689,645 | $0 | $71,017 | $0 | $10,162 | $0 | $29,275 | $0 | $21,920 | $0 | $822,019 | $0 | $0 |
| KENDRICK TROSTEL MD | ||||||||||||||
| PHYSICIAN/VICE CHAIR | $0 | $747,666 | $0 | $3,444 | $0 | $5,509 | $0 | $29,275 | $0 | $23,161 | $0 | $809,055 | $0 | $0 |
| KATHLEEN QUINONES | ||||||||||||||
| CFO | $0 | $573,714 | $0 | $60 | $0 | $5,550 | $0 | $29,275 | $0 | $8,821 | $0 | $617,420 | $0 | $0 |
| JUSTIN OTT | ||||||||||||||
| CIO | $0 | $434,799 | $0 | $0 | $0 | $6,513 | $0 | $25,674 | $0 | $21,920 | $0 | $488,906 | $0 | $0 |
| HEIDI DUNCAN MD | ||||||||||||||
| PHYSICIAN/BOARD MEMBER | $0 | $264,322 | $0 | $2,194 | $0 | $2,724 | $0 | $22,993 | $0 | $14,009 | $0 | $306,242 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 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 - $1,116,784 457(F) CONTRIBUTIONS: CLINTON SEGER - $165,001 KATHLEEN QUINONES - $67,367 JUSTIN OTT - $57,877 WILLIAM GIBSON - $30,500 KEVIN ABEL - $23,000 ELLEN LAYTON - $84,000 |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 2 | THE BILLINGS CLINIC EMPLOYEE BENEFIT TRUST HAS AN EXECUTIVE BENEFITS COMMITTEE THAT HAS THE AUTHORITY TO ACT ON BEHALF OF THE BOARD. THIS COMMITTEE HAS THE AUTHORITY TO MAKE AND APPROVE ALL DECISION/CHANGES RELATED TO THE TRUST; HOWEVER, THEY ARE ALL EMPLOYEES OF AND MEMBERS OF THE SENIOR EXECUTIVE TEAM OF THE BILLINGS CLINIC (A RELATED 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 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 (22 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| ASSIST-FLATHEAD VALLEY | |||||||||||
| 310 SUNNYVIEW LANE | KALISPELL | MT | 59901 | 462669324 | WELLNESS RESOURCE PROVIDER | MT | 501(C)(3) | LINE 10 | KALISPELL REGIONAL MEDICAL CENTER | 0 | |
| BILLINGS CLINIC | |||||||||||
| 2917 TENTH AVENUE NORTH | BILLINGS | MT | 59101 | 810231784 | HEALTHCARE | MT | 501(C)(3) | LINE 3 | MTWY HEALTH INC | 0 | |
| BILLINGS CLINIC FOUNDATION | |||||||||||
| 2917 TENTH AVENUE NORTH | BILLINGS | MT | 59101 | 810407289 | FUNDRAISING | MT | 501(C)(3) | LINE 3 | 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 3 | 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 | |
| SUMMIT MEDICAL FITNESS CENTER | |||||||||||
| 310 SUNNYVIEW LANE | KALISPELL | MT | 59901 | 203752312 | COMMUNITY HEALTH & WELLNESS CENTER | MT | 501(C)(3) | LINE 10 | LOGAN HEALTH | 0 | |
| TOWNSEND HEALTH SYSTEMS INC | |||||||||||
| 110 NORTH OAK STREET | TOWNSEND | MT | 59644 | 810398400 | HEALTHCARE | MT | 501(C)(3) | LINE 3 | BILLINGS CLINIC | 0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | 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 | Yes (1) | 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 | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | Yes (1) | TransferFromOtherOrgInd |
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