MTWY HEALTH: Form 990, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
MTWY HEALTH (EIN 93-2584380)
Tax period
2024-01-01 to 2024-12-31
Filed
2025-11-14
IRS object ID
202523189349302182
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

FieldValueIRS element (for citing)
Return2025-11-14T08:24:56-06:00ReturnTs
Tax Period End2024-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN390859910PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1BAKER TILLY ADVISORY GROUP LPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line120 STANWIX STREETAddressLine1Txt
CityPITTSBURGHCityNm
State AbbreviationPAStateAbbreviationCd
ZIP15222ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2024-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN932584380EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1MTWY HEALTHBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlMTWYBusinessNameControlTxt
Phone4064356445PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1310 SUNNYVIEW LNAddressLine1Txt
CityKALISPELLCityNm
State AbbreviationMTStateAbbreviationCd
ZIP59901ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonPATTI PILGRIMPersonNm
Person TitleCFOPersonTitleTxt
Phone4064356445PhoneNum
Signature2025-11-11SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (1)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonKELLY A BROCIOUSPreparerPersonNm
PTINP01254262PTIN
Phone4126976400PhoneNum
Preparation2025-11-11PreparationDt
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990 IRS990

Doing Business As Name DoingBusinessAsName

FieldValueIRS element (for citing)
Business Name Line1BILLINGS CLINIC - LOGAN HEALTHBusinessNameLine1Txt
FieldValueIRS element (for citing)
Principal OfficerKEVIN ABELPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1310 SUNNYVIEW LNAddressLine1Txt
CityKALISPELLCityNm
State AbbreviationMTStateAbbreviationCd
ZIP59901ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$16,737,729GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressN/AWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation2023FormationYr
Legal Domicile StateMTLegalDomicileStateCd
Activity Or MissionMTWY HEALTH WAS FORMED TO SERVE AS AN INDEPENDENT, INTEGRATED HEALTHCARE DELIVERY SYSTEM BASED IN MONTANA. MTWY HEALTH PROVIDES STRATEGIC LEADERSHIP, OVERSIGHT, AND CENTRALIZED SUPPORT SERVICES FOR ITS SUBSIDIARY HOSPITALS AND HEALTHCARE FACILITIES.ActivityOrMissionDesc
Voting Members Governing Body11VotingMembersGoverningBodyCnt
Voting Members Independent6VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Volunteers6TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$0PYContributionsGrantsAmt
CY Contributions Grants$0CYContributionsGrantsAmt
PY Program Service Revenue$0PYProgramServiceRevenueAmt
CY Program Service Revenue$16,737,729CYProgramServiceRevenueAmt
PY Investment Income$0PYInvestmentIncomeAmt
CY Investment Income$0CYInvestmentIncomeAmt
PY Other Revenue$0PYOtherRevenueAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$0PYTotalRevenueAmt
CY Total Revenue$16,737,729CYTotalRevenueAmt
PY Grants And Similar Paid$0PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$3,283,446PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$5,412,881CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$205,418PYOtherExpensesAmt
CY Other Expenses$11,324,848CYOtherExpensesAmt
PY Total Expenses$3,488,864PYTotalExpensesAmt
CY Total Expenses$16,737,729CYTotalExpensesAmt
PY Revenues Less Expenses-$3,488,864PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$0CYRevenuesLessExpensesAmt
Total Assets BOY$401,009TotalAssetsBOYAmt
Total Assets EOY$3,236,937TotalAssetsEOYAmt
Total Liabilities BOY$3,889,873TotalLiabilitiesBOYAmt
Total Liabilities EOY$6,725,801TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY-$3,488,864NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY-$3,488,864NetAssetsOrFundBalancesEOYAmt
MissionMTWY HEALTH WAS FORMED TO SERVE AS AN INDEPENDENT, INTEGRATED HEALTHCARE DELIVERY SYSTEM BASED IN MONTANA. MTWY HEALTH PROVIDES STRATEGIC LEADERSHIP, OVERSIGHT, AND CENTRALIZED SUPPORT SERVICES FOR ITS SUBSIDIARY HOSPITALS AND HEALTHCARE FACILITIES.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$14,687,647ExpenseAmt
Revenue$16,737,729RevenueAmt
DescMTWY HEALTH WAS FORMED TO SERVE AS AN INDEPENDENT, INTEGRATED HEALTHCARE DELIVERY SYSTEM BASED IN MONTANA. MTWY HEALTH PROVIDES STRATEGIC LEADERSHIP, OVERSIGHT, AND CENTRALIZED SUPPORT SERVICES FOR ITS SUBSIDIARY HOSPITALS AND HEALTHCARE FACILITIES.Desc
Total Program Service Expenses$14,687,647TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B Required0ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Donor Rstr Or Quasi Endowments0DonorRstrOrQuasiEndowmentsInd
Report Land Building Equipment0ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt0IndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtYes (1)ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To Organizations0GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent0BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related EntityYes (1)RelatedEntityInd
Related Organization Ctrl EntYes (1)RelatedOrganizationCtrlEntInd
Transaction With Control EntYes (1)TransactionWithControlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document0IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Employee0EmployeeCnt
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members11GoverningBodyVotingMembersCnt
Independent Voting Member6IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEO0CompensationProcessCEOInd
Compensation Process Other0CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldMTStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1PATTI PILGRIMBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone4067521724PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line12800 TENTH AVENUE NORTHAddressLine1Txt
CityBILLINGSCityNm
State AbbreviationMTStateAbbreviationCd
ZIP59901ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (15 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
CRAIG LAMBRECHT MD
SYSTEM CEO (UNTIL 3/11/2024)30.0030.00Yes (X)Yes (X)$0$1,715,469$24,583
CRAIG BARTHOLOMEW
BOARD MEMBER/CHAIR5.006.00Yes (X)Yes (X)$0$0$0
MICHAEL GOGUEN
BOARD MEMBER/VICE CHAIR2.002.75Yes (X)Yes (X)$0$0$0
KEITH COOK
BOARD MEMBER/TREASURER2.004.00Yes (X)Yes (X)$0$6,000$0
ALICE GORDON
BOARD MEMBER2.003.00Yes (X)$0$6,000$0
HEIDI DUNCAN MD
BOARD MEMBER2.0048.00Yes (X)$0$269,240$37,002
MELISSA KAPTANIAN MD
BOARD MEMBER1.0049.00Yes (X)$0$531,619$31,701
JANE KARAS
BOARD MEMBER2.001.75Yes (X)$0$0$0
MICHELLE HARRIS
BOARD MEMBER2.001.75Yes (X)$0$0$0
CLINTON SEGER MD
SYSTEM CO-CEO30.0030.00Yes (X)Yes (X)$0$1,163,598$43,294
KEVIN ABEL
SYSTEM CO-CEO10.0050.00Yes (X)Yes (X)$0$986,351$38,583
COLE TURNER
SYSTEM CFO (UNTIL 4/26/2024)30.0030.00Yes (X)$0$1,947,782$5,974
WILLIAM GIBSON
CLO/SECRETARY30.0030.00Yes (X)$0$801,222$38,623
JUSTIN OTT
CIO30.0030.00Yes (X)$0$441,312$47,594
ELLEN LAYTON
CAO30.0030.00Yes (X)$0$770,823$51,195
FieldValueIRS element (for citing)
Total Reportable Comp From Org$0TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$8,639,416TotReportableCompRltdOrgAmt
Total Other Compensation$318,549TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K1IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K0CntrctRcvdGreaterThan100KCnt

Program Service Revenue ProgramServiceRevenueGrp

FieldValueIRS element (for citing)
DescINTERCOMPANY SERVICE REVENUEDesc
Business621110BusinessCd
Total Revenue Column$16,737,729TotalRevenueColumnAmt
Related Or Exempt Func Income$16,737,729RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Total Program Service Revenue$16,737,729TotalProgramServiceRevenueAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$16,737,729TotalRevenueColumnAmt
Related Or Exempt Func Income$16,737,729RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$0ExclusionAmt
FieldValueIRS element (for citing)
Info In Schedule O Part IXYes (X)InfoInScheduleOPartIXInd

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$4,893,792TotalAmt
Program Services$4,893,792ProgramServicesAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$134,621TotalAmt
Program Services$134,621ProgramServicesAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$168,038TotalAmt
Program Services$168,038ProgramServicesAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$216,430TotalAmt
Program Services$216,430ProgramServicesAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$521,612TotalAmt
Management And General$521,612ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$85,955TotalAmt
Management And General$85,955ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$1,921,201TotalAmt
Program Services$1,921,046ProgramServicesAmt
Management And General$155ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$311TotalAmt
Program Services$311ProgramServicesAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$952,884TotalAmt
Program Services$952,884ProgramServicesAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$28,363TotalAmt
Management And General$28,363ManagementAndGeneralAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$1,413,997TotalAmt
Management And General$1,413,997ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmt
CONTRACTUAL PAYMENTS$5,567,062$5,567,062
RECRUITMENT$461,135$461,135
TAXES AND LICENSES$223,702$223,702
DUES AND SUBSCRIPTIONS$83,311$83,311

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$65,315TotalAmt
Program Services$65,315ProgramServicesAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$16,737,729TotalAmt
Program Services$14,687,647ProgramServicesAmt
Management And General$2,050,082ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$401,009BOYAmt
EOY$3,236,937EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$401,009BOYAmt
EOY$3,236,937EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
EOY$355,438EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$3,889,873BOYAmt
EOY$6,370,363EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$3,889,873BOYAmt
EOY$6,725,801EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY-$3,488,864BOYAmt
EOY-$3,488,864EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY-$3,488,864BOYAmt
EOY-$3,488,864EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$401,009BOYAmt
EOY$3,236,937EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$0ReconcilationRevenueExpnssAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Consolidated Basis Fincl StmtYes (X)ConsolidatedBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Supporting Organization509a3Yes (X)SupportingOrganization509a3Ind
Supporting Org Type2Yes (X)SupportingOrgType2Ind
IRS Written DeterminationYes (X)IRSWrittenDeterminationInd
Supported Organizations17SupportedOrganizationsCnt

Supported Org Information SupportedOrgInformationGrp (17 entries)

EINEINOrganization TypeOrganizationTypeCdGoverning Document ListedGoverningDocumentListedIndSupportSupportAmtOther SupportOtherSupportAmt
BILLINGS CLINIC
8102317843Yes (1)$0$0
STILLWATER HOSPITAL ASSOCIATION INC DBA STILLWATER BILLINGS CLINIC
8102865253Yes (1)$0$0
TOWNSEND HEALTH SYSTEMS INC DBA BILLINGS CLINIC BROADWATER
8103984003Yes (1)$0$0
KALISPELL REGIONAL MEDICAL CENTER INC DBA LOGAN HEALTH MEDICAL CENTER
2372938743Yes (1)$0$0
NORTHWEST HORIZONS INC DBA BRENDAN HOUSE
81042065310Yes (1)$0$0
LOGAN HEALTH - CUT BANK
8105304573Yes (1)$0$0
LIBERTY COUNTY HOSPITAL AND NURSING HOME INC DBA LOGAN HEALTH CHESTER
8105154633Yes (1)$0$0
LOGAN HEALTH - WHITEFISH
8102479693Yes (1)$0$0
LOGAN HEALTH - CONRAD
8102324063Yes (1)$0$0
MONTANA PEDIATRICS
8541338077Yes (1)$0$0
THE SUMMIT MEDICAL FITNESS
2037523123Yes (1)$0$0
LOGAN HEALTH EMERGENCY MEDICAL SERVICES
88053834610Yes (1)$0$0
ASSIST-FLATHEAD VALLEY
46266932410Yes (1)$0$0
LOGAN HEALTH CARE CENTER - SHELBY
86234645810Yes (1)$0$0
LOGAN HEALTH ASSISTED LIVING - SHELBY
86239424010Yes (1)$0$0
LOGAN HEALTH - SHELBY
8623275253Yes (1)$0$0
KALISPELL REGIONAL MEDICAL CENTER VOLUNTEERS
27386647410Yes (1)$0$0
FieldValueIRS element (for citing)
Supported Organizations Total17SupportedOrganizationsTotalCnt
Support Sum$0SupportSumAmt
Other Support Sum$0OtherSupportSumAmt

Form990 Sch A Supporting Org Form990SchASupportingOrgGrp

FieldValueIRS element (for citing)
Listed By Name Governing DocYes (1)ListedByNameGoverningDocInd
Suprt Org No IRS Determination0SuprtOrgNoIRSDeterminationInd
Supported Org Section C4560SupportedOrgSectionC456Ind
Supported Org Not Organized US0SupportedOrgNotOrganizedUSInd
Organization Change Suprt Org0OrganizationChangeSuprtOrgInd
Support Non Supported Org0SupportNonSupportedOrgInd
Payment Substantial Contribtr0PaymentSubstantialContribtrInd
Loan Disqualified Person0LoanDisqualifiedPersonInd
Controlled Disqualified Prsn0ControlledDisqualifiedPrsnInd
Disqualified Prsn Controll Int0DisqualifiedPrsnControllIntInd
Disqualified Prsn Ownr Int0DisqualifiedPrsnOwnrIntInd
Excess Business Holdings Rules0ExcessBusinessHoldingsRulesInd
Contribution Controller0ContributionControllerInd
Contribution Family0ContributionFamilyInd
Contribution35 Controlled0Contribution35ControlledInd
FieldValueIRS element (for citing)
Majority Dir Trst Supported Org0MajorityDirTrstSupportedOrgInd

Form990 Schedule A Part VI Form990ScheduleAPartVIGrp

FieldValueIRS element (for citing)
Form And Line ReferencePART IV, SECTION C, LINE 1:FormAndLineReferenceDesc
ExplanationMTWY HEALTH SHARES GOVERNANCE AND MANAGEMENT WITH ITS SUPPORTED ORGANIZATIONS.ExplanationTxt

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Total Book Value Land Buildings$0TotalBookValueLandBuildingsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)

DescDescAmtAmt
DUE TO LOGAN HEALTH$4,068,819
DUE TO BILLINGS CLINIC$2,301,544
FieldValueIRS element (for citing)
Total Liability$6,370,363TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART X, LINE 2:FormAndLineReferenceDesc
ExplanationTHE 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

FieldValueIRS element (for citing)
Severance PaymentYes (1)SeverancePaymentInd
Supplemental Nonqual Rtr PlanYes (1)SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org0CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs0CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org0CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs0CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments0AnyNonFixedPaymentsInd
Initial Contract Exception0InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (9 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp 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 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
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
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/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
MELISSA KAPTANIAN MD
BOARD MEMBER$0$518,845$0$12,384$0$390$0$20,700$0$11,001$0$563,320$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
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 ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART I, LINE 3THE 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-BCONTRACTUAL 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

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (5 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION B, LINE 11BTHE 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 12CTHE 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 15THE 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 19THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC ON AN AS NEEDED BASIS.
FORM 990, PART IX, LINE 11GOTHER CONSULTING FEES: PROGRAM SERVICE EXPENSES 1,921,046. MANAGEMENT AND GENERAL EXPENSES 155. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,921,201.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (23 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtPublic Charity StatusPublicCharityStatusTxtBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtControlled OrganizationControlledOrganizationInd
BILLINGS CLINIC
2800 TENTH AVENUE NORTHBILLINGSMT59101810231784HOSPITALMT501(C)(3)LINE 3MTWY HEALTHYes (1)
TOWNSEND HEALTH SYSTEMS INC
110 NORTH OAK STREETTOWNSENDMT59644810398400HEALTHCAREMT501(C)(3)LINE 3BILLINGS CLINIC0
BILLINCS CLINIC EMPLOYEE BENEFIT TRUST
2800 10TH AVENORTH BILLINGSMT59107810391600EMPLOYEE BENEFITSMT501(C)(9)BILLINGS CLINIC0
BILLINGS CLINIC FOUNDATION
2917 TENTH AVENUE NORTHBILLINGSMT59101810407289FUNDRAISINGMT501(C)(3)LINE 12B, IIBILLINGS CLINIC0
KALISPELL REGIONAL MEDICAL CENTER
310 SUNNYVIEW LANEKALISPELLMT59901237293874ACUTE HOSPITAL CAREMT501(C)(3)LINE 3LOGAN HEALTH0
KALISPELL REGIONAL HEALTHCARE FOUNDATION
310 SUNNYVIEW LANEKALISPELLMT59901311703013SUPPORTING ORGANIZATIONMT501(C)(3)LINE 12A, IKALISPELL REGIONAL MEDICAL CENTER0
ASSIST-FLATHEAD VALLEY
310 SUNNYVIEW LANEKALISPELLMT59901462669324WELLNESS RESOURCE PROVIDERMT501(C)(3)LINE 10KALISPELL REGIONAL MEDICAL CENTER0
KALISPELL REGIONAL MEDICAL CENTER VOLUNTEERS
310 SUNNYVIEW LANEKALISPELLMT59901273866474SUPPORTING ORGANIZATIONMT501(C)(3)LINE 10KALISPELL REGIONAL MEDICAL CENTER0
LIBERTY COUNTY HOSPITAL AND NURSING HOME INC
315 W MADISON AVECHESTERWV59522810515463PROVIDE ACUTE HOSPITAL CAREMT501(C)(3)LINE 3LOGAN HEALTH0
LOGAN HEALTH - CONRAD
805 SUNSET BLVDCONRADMT59425810232406PROVIDE ACUTE HOSPITAL CAREMT501(C)(3)LINE 3LOGAN HEALTH0
LOGAN HEALTH - CUT BANK
226 9TH AVE SECUT BANKMT59427810530457PROVIDE ACUTE HOSPITAL CAREMT501(C)(3)LINE 3LOGAN HEALTH0
LOGAN HEALTH - SHELBY
640 PARK AVESHELBYMT59474862327525PROVIDE ACUTE HOSPITAL CAREMT501(C)(3)LINE 3LOGAN HEALTH0
LOGAN HEALTH - WHITEFISH
1600 HOSPITAL WAYWHITEFISHMT59937810247969PROVIDE ACUTE HOSPITAL CAREMT501(C)(3)LINE 3LOGAN HEALTH0
LOGAN HEALTH EMERGENCY MEDICAL SERVICES
310 SUNNYVIEW LANEKALISPELLMT59901880538346EMERGENCY SERVICESMT501(C)(3)LINE 7LOGAN HEALTH0
MONTANA PEDIATRICS
259 W FRONT ST STE BMISSOULAMT59802854133807AMBULATORY CAREMT501(C)(3)LINE 7LOGAN HEALTH0
NORTHWEST HORIZONS INC
310 SUNNYVIEW LANEKALISPELLMT59901810420653LONG-TERM AMBULATORY CAREMT501(C)(3)LINE 10LOGAN HEALTH0
SUMMIT MEDICAL FITNESS CENTER
310 SUNNYVIEW LANEKALISPELLMT59901203752312COMMUNITY HEALTH & WELLNESS CENTERMT501(C)(3)LINE 10LOGAN HEALTH0
NORTH VALLEY HOSPITAL FOUNDATION
1600 HOSPITAL WAYWHITEFISHMT59937810526541SUPPORTING ORGANIZATIONMT501(C)(3)LINE 12A, ILOGAN HEALTH - WHITEFISH0
LOGAN HEALTH ASSISTED LIVING - SHELBY
111 2ND ST SSHELBYMT59474862394240RETIREMENT & ASSISTED LIVINGMT501(C)(3)LINE 10NORTHWEST HORIZONS INC0
LOGAN HEALTH CARE CENTER - SHELBY
630 PARK DRIVESHELBYMT59474862346458LONG-TERM CARE & SKILLED NURSINGMT501(C)(3)LINE 10NORTHWEST HORIZONS INC0
LOGAN HEALTH
310 SUNNYVIEW LANEKALISPELLMT59901810406485SUPPORT SUBSIDIARY HEALTH ORGANIZATIONSMT501(C)(3)LINE 3MTWY HEALTH INCYes (1)
STILLWATER HOSPITAL ASSOCIATION
710 N 11TH STREETCOLUMBUSMT59019810286525HOSPITALMT501(C)(3)LINE 3BILLINGS CLINIC0
RURAL EMERGENCY CARE ALLIANCE
310 SUNNYVIEW LANEKALISPELLMT59901883504819EMERGENCY SERVICESMT501(C)(3)LINE 7KALISPELL REGIONAL MEDICAL CENTER0

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp

Related Organization Name RelatedOrganizationName

FieldValueIRS element (for citing)
Business Name Line1APPLIED HEALTH SERVICES INCBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1310 SUNNYVIEW LANEAddressLine1Txt
CityKALISPELLCityNm
State AbbreviationMTStateAbbreviationCd
ZIP59901ZIPCd
FieldValueIRS element (for citing)
EIN810413632EIN
Primary ActivitiesHEALTH RELATEDPrimaryActivitiesTxt
Legal Domicile StateMTLegalDomicileStateCd
Direct Controlling NAN/ADirectControllingNACd
Entity TypeCEntityTypeTxt
Controlled Organization0ControlledOrganizationInd
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts Rylts0ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth Org0GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth Org0GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org0LoansOrGuaranteesFromOthOrgInd
Div Related Organization0DivRelatedOrganizationInd
Asset Sale To Other Org0AssetSaleToOtherOrgInd
Asset Purchase From Other Org0AssetPurchaseFromOtherOrgInd
Asset Exchange0AssetExchangeInd
Rental Of Facilities To Oth Org0RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org0RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org0PerformOfServicesForOthOrgInd
Perform Of Services By Other Org0PerformOfServicesByOtherOrgInd
Sharing Of FacilitiesYes (1)SharingOfFacilitiesInd
Paid Employees SharingYes (1)PaidEmployeesSharingInd
Reimbursement Paid To Other Org0ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other OrgYes (1)ReimbursementPaidByOtherOrgInd
Transfer To Other Org0TransferToOtherOrgInd
Transfer From Other Org0TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp (2 entries)

Transaction TypeTransactionTypeTxtInvolvedInvolvedAmtMethod Of Amount DeterminationMethodOfAmountDeterminationTxt
BILLINGS CLINIC
E$2,301,544BOOK
LOGAN HEALTH
E$4,068,819BOOK

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