2024-11-15T08:33:16+00:00 2023-12-31 440160260 Forvis Mazars LLP 111 South Tejon Suite 800 Colorado Springs CO 809039848 990 2023-07-13 932584380 MTWY HEALTH MTWY 4064356445 310 SUNNYVIEW LN KALISPELL MT 59901 KEVIN ABEL CO-CEO 4067512975 2024-11-15 true true Adam R Smith P00958966 7194714290 2024-11-13 2023 2024-10-15 13:58:12Z X X BILLINGS CLINICLOGAN HEALTH KEVIN ABEL 310 SUNNYVIEW LN KALISPELL MT 59901 0 false X X 2023 MT On Sept. 1, 2023, Billings Clinic and Logan Health united to create one health care system, serving patients in Montana and Wyoming with quality care for all, reimagining healthcare through connection, service, and innovation. 9 5 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 3283446 0 0 0 0 205418 0 3488864 0 -3488864 0 401009 0 3889873 0 -3488864 On Sept. 1, 2023, Billings Clinic and Logan Health united to create one health care system, serving patients in Montana and Wyoming with quality care for all, reimagining healthcare through connection, service, and innovation. false false 3283865 0 MTWY Health was formed to serve as an independent integrated healthcare delivery system based in Montana. MTWY Health functions to provide strategic leadership, oversight and centralized support services for member hospitals and affiliated organizations which allow those entities to deliver high quality healthcare, and reduce costs of services provided to the public. 3283865 true false false false false false false false false false false false false true false false false false false false false false false false false false false false true false false false false false false false false false false false false false true true true false false true 0 0 0 false false false false false false false false X 9 5 false false false false false false false true true false false true true true true true false true true false MT X KATHLEEN QUINONES 4064356445 2800 TENTH AVENUE NORTH BILLINGS MT 59901 CLINTON SEGER MD CO-CEO/CHIEF PHYSICIAN EXECUTIVE 1.0 60.0 X X 0 830292 132500 COLE TURNER CFO/TREASURER LOGAN HEALTH 1.0 50.0 X X 0 1206979 29256 CRAIG BARTHOLOMEW BOARD MEMBER/CHAIR 1.0 5.0 X X 0 0 10995 CRAIG LAMBRECHT MD CEO/PRESIDENT 1.0 50.0 X X 0 1510765 37517 ELLEN LAYTON CAO 1.0 40.0 X X 0 562923 105016 JUSTIN OTT CIO 1.0 40.0 X X 0 207909 55855 KEITH COOK BOARD MEMBER/TREAURER 1.0 6.0 X X 0 7500 9000 MICHAEL GOGUEN BOARD MEMBER/VICE CHAIR 1.0 4.0 X X 0 0 0 WILLIAM GIBSON CLO/SECRETARY LOGAN HEALTH 1.0 50.0 X X 0 1118378 37507 ADAM SMITH BOARD MEMBER 1.0 50.0 X 0 161984 4989 ALICE GORDON BOARD MEMBER 1.0 5.0 X 0 4500 6000 HEIDI DUNCAN MD BOARD MEMBER 1.0 60.0 X 0 233914 61250 JANE KARAS BOARD EMBER 1.0 4.0 X 0 0 0 MICHELLE HARRIS BOARD MEMBER 1.0 4.0 X 0 0 0 BRIAN JONES CIO BILLINGS CLINIC 1.0 60.0 X 0 473433 73799 NICOLE HOBBS REGIONAL VP BILLINGS CLINIC 1.0 60.0 X 0 303281 86403 0 6621858 650087 0 false true false 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 3110082 3110082 42531 42531 130833 130833 0 0 0 0 419 419 4494 4494 200505 200505 0 0 0 0 3488864 3283865 204999 0 0 0 0 0 0 0 0 0 0 0 401009 0 0 0 0 0 0 0 0 401009 0 0 3889873 0 3889873 X -3488864 0 -3488864 0 401009 -3488864 0 X true X false true false X X 12 Billings Clinic 810231784 3 true 0 0 Stillwater Hospital Association Inc dba Stillwater Billings Clinic 810286525 3 true 0 0 Townsend Health Systems Inc dba Billings Clinic Broadwater 810398400 3 true 0 0 Kalispell Regional Medical Center Inc dba Logan Health Medical Center 237293874 3 true 0 0 Northwest Horizons Inc dba Brendan House 810420653 3 true 0 0 Northern Rockies Medical Center dba Logan Health Cut Bank 810530457 3 true 0 0 Liberty County Hospital and Nursing Home Inc dba Logan Health Chester 810515463 3 true 0 0 Logan Health Whitefish 810247969 3 true 0 0 Logan Health Conrad 810232406 3 true 0 0 Montana Pediatrics 854133807 3 true 0 0 The Summit Medical Fitness Center 203752312 3 true 0 0 Logan Health Emergency Medical Services 880538346 3 true 0 0 12 0 0 true false false false false false false false false false false false false false false false Schedule A, Part IV, Section C, Line 1 Majority director detail Supported organizations have shared governance with the supporting organization but neither has a majority for control Due to Logan Health 3392243 Due to Billings Clinic 497630 3889873 false true false false false false false false false CLINTON SEGER MD CO-CEO/CHIEF PHYSICIAN EXECUTIVE 0 770581 0 0 0 59711 0 114630 0 17870 0 962792 0 56104 ELLEN LAYTON CAO 0 488506 0 0 0 74417 0 74690 0 30326 0 667939 0 64255 CRAIG LAMBRECHT MD CEO/PRESIDENT 0 1113473 0 397292 0 0 0 19800 0 17717 0 1548282 0 0 COLE TURNER CFO/TREASURER LOGAN HEALTH 0 741349 0 153130 0 312500 0 11539 0 17717 0 1236235 0 0 WILLIAM GIBSON CLO/SECRETARY LOGAN HEALTH 0 549955 0 324423 0 244000 0 19800 0 17707 0 1155885 0 0 JUSTIN OTT CIO 0 206850 0 0 0 1059 0 28379 0 27476 0 263764 0 12839 HEIDI DUNCAN MD BOARD MEMBER 0 231799 0 0 0 2115 0 23387 0 37863 0 295164 0 0 ADAM SMITH BOARD MEMBER 0 107053 0 50000 0 4931 0 0 0 4989 0 166973 0 0 BRIAN JONES CIO BILLINGS CLINIC 0 406308 0 0 0 67125 0 70755 0 3044 0 547232 0 53553 NICOLE HOBBS REGIONAL VP BILLINGS CLINIC 0 300293 0 0 0 2988 0 59957 0 26446 0 389684 0 0 Schedule J, Part I, Line 4b Supplemental nonqualified retirement plan THE BILLINGS CLINIC SUPPLEMENTAL RETIREMENT AGREEMENT FOR SENIOR EXECUTIVES (SERP) IS A NON-ELECTIVE 457(F) AGREEMENT AND PROVIDES FOR ANNUAL DEFERRALS, WHICH BECOME VESTED AND PAYABLE AFTER 4 YEARS. THE FOLLOWING INDIVIDUALS ARE PARTICIPANTS IN THE PLAN DURING THE 2023 CALENDAR YEAR WHICH IS INCLUDED IN DEFERRED COMPENSATION ON SCHEDULE J, PART II, COLUMN C: CLINTON SEGER - 90,002 ELLEN LAYTON - 51,959 THE FOLLOWING INDIVIDUAL PARTICIPATED IN THE 457(F) PLAN AND RECEIVED A PAYMENT REPORTED IN PART II, COLUMN (F) THAT WAS REPORTED AS DEFERRED COMPENSATION BY BILLINGS CLINIC IN A PRIOR YEAR: CLINTON SEGER - 56,104 OFFICERS AT LOGAN HEALTH - CRAIG LAMBRECHT AND WILLIAM GIBSON PARTICIPATED IN A SECTION 457(F) DEFERRED COMPENSATION PLAN BUT RECEIVED NO PAYMENTS. A COMMITTEE APPOINTED BY THE BOARD OF TRUSTEES SELECTS THE PLAN'S PARTICIPANTS FROM A SELECT GROUP OF MANAGEMENT AND HIGHLY COMPENSATED EMPLOYEES. THE EMPLOYER WILL CONTRIBUTE TO THE PLAN BASED ON THE TERMS OF THE PARTICIPANT'S INCENTIVE COMPENSATION PLAN. THE FUNDS IN THE PARTICIPANT'S NON-RETIREMENT ACCOUNT ARE DISTRIBUTABLE IN THE THIRD YEAR AFTER THE PARTICIPANT PERFORMS THE SERVICES ATTRIBUTABLE TO THE DEFERRED COMPENSATION. THE PARTICIPANT CAN DEFER DISTRIBUTION. THE FUNDS IN THE PARTICIPANT'S RETIREMENT ACCOUNT ARE DISTRIBUTABLE WHEN THE PARTICIPANT SEPARATES FROM SERVICE. A PARTICIPANT'S NON-RETIREMENT ACCOUNT VESTS AT THE EARLIER OF THE PARTICIPANT'S DEATH, DISABILITY, OR ELECTED DISTRIBUTION DATE. A PARTICIPANT'S RETIREMENT ACCOUNT VESTS UPON THE COMPLETION OF FIVE YEARS OF SERVICE AS A SENIOR EXECUTIVE OR, IF EARLIER, THE PARTICIPANT'S DEATH OR DISABILITY. ANY AMOUNT CREDITED TO THE PARTICIPANT'S ACCOUNT IS TAXABLE ON THE VESTING DATE, REGARDLESS OF WHETHER THE AMOUNT DISTRIBUTABLE AT THAT TIME. Form 990, Part VI, Line 11b Review of form 990 by governing body The Form 990 is prepared by an external independent audit/tax firm with information provided by the finance division. The Form 990 is reviewed by internal legal, compliance and the Co-CEO and hospital CFOs. Upon approval, the Form 990 is presented to Finance Committee of the Board. Once approved, the Form 990 is submitted to the IRS. Form 990, Part VI, Line 12c Conflict of interest policy All Officers, Directors, and Board Members are required to annually disclose any relationships which may give rise to potential conflict of interest. These responses are then tracked by general counsel and the Chief Compliance Officer. When a conflict arises, disclosure of the financial interest and all material facts is provided to the board, and after any discussion with the interested person, he/she shall leave the board or committee meeting while the determination of a conflict of interest is discussed and voted upon. The remaining board or committee members shall decide if a conflict of interest exists. If the remaining board or committee members decide a conflict exists, procedures outlined in the MTWY Health Conflict of Interest Policy may be utilized. Form 990, Part VI, Line 15a Process to establish compensation of top management official MTWY engages with an independent group to perform an executive compensation review and compensation survey annually. Form 990, Part VI, Line 15b Process to establish compensation of other employees Chief Executive Officer, Chief Financial Officer, Chief Physician Executive, Chief Administrative Officer, Chief Legal Officer and the Chief Operating Officer. Form 990, Part VI, Line 19 Required documents available to the public All financial and governing body documents are made available during regular business hours. BILLINGS CLINIC FOUNDATION 2917 TENTH AVENUE NORTH BILLINGS MT 59101 810407289 FUNDRAISING MT 501(c)(3) 7 BILLINGS CLINIC true STILLWATER HOSPITAL ASSOCIATION 710 N 11TH STREET COLUMBUS MT 59019 810286525 HOSPITAL MT 501(c)(3) 3 BILLINGS CLINIC true TOWNSEND HEALTH SYSTEMS INC 110 NORTH OAK STREET TOWNSEND MT 59644 810398400 HEALTHCARE MT 501(c)(3) 3 BILLINGS CLINIC true Billings Clinic 2800 10th Ave North Billings MT 59107 810231784 Health Care MT 501(c)(3) 3 MTWY Health true Billincs Clinic Employee Benefit Trust 2800 10th Ave North Billings MT 59107 810391600 Employee Benefits MT 501(c)(9) Billings Clinic true KALISPELL REGIONAL MEDICAL CENTER 310 SUNNYVIEW LANE KALISPELL MT 59901 237293874 ACUTE CARE HOSPITAL MT 501(c)(3) 3 LOGAN HEALTH true KALISPELL REGIONAL HEALTHCARE FOUNDATION 310 SUNNYVIEW LANE KALISPELL MT 59901 311703013 SUPPORTING ORGANIZATION MT 501(c)(3) Type I KALISPELL REGIONAL MEDICAL CENTER true ASSIST-FLATHEAD VALLEY 310 SUNNYVIEW LANE KALISPELL MT 59901 462669324 WELLNESS RESOURCE PROVIDER MT 501(c)(3) 10 KALISPELL REGIONAL MEDICAL CENTER true KALISPELL REGIONAL MEDICAL CENTER VOLUNTEERS 310 SUNNYVIEW LANE KALISPELL MT 59901 273866474 SUPPORTING ORGANIZATION MT 501(c)(3) 10 KALISPELL REGIONAL MEDICAL CENTER true LIBERTY COUNTY HOSPITAL AND NURSING HOME INC 315 W MADISON AVE CHESTER MT 59522 810515463 PROVIDE ACUTE HOSPITAL CARE MT 501(c)(3) 3 LOGAN HEALTH true LOGAN HEALTH - CONRAD 805 SUNSET BLVD CONRAD MT 59425 810232406 PROVIDE ACUTE HOSPITAL CARE MT 501(c)(3) 3 LOGAN HEALTH true LOGAN HEALTH - CUT BANK 226 9TH AVE SE CUT BANK MT 59427 810530457 PROVIDE ACUTE HOSPITAL CARE MT 501(c)(3) 3 LOGAN HEALTH true LOGAN HEALTH - SHELBY 640 PARK AVE SHELBY MT 59474 862327525 PROVIDE ACUTE HOSPITAL CARE MT 501(c)(3) 3 LOGAN HEALTH true LOGAN HEALTH - WHITEFISH 1600 HOSPITAL WAY WHITEFISH MT 59937 810247969 PROVIDE ACUTE HOSPITAL CARE MT 501(c)(3) 3 LOGAN HEALTH true LOGAN HEALTH EMERGENCY MEDICAL SERVICES 310 SUNNYVIEW LANE KALISPELL MT 59901 880538346 EMERGENCY SERVICES MT 501(c)(3) 7 LOGAN HEALTH true MONTANA PEDIATRICS 259 W FRONT ST STE B MISSOULA MT 59802 854133807 AMBULATORY CARE MT 501(c)(3) 7 LOGAN HEALTH true NORTHWEST HORIZONS INC 310 SUNNYVIEW LANE KALISPELL MT 59901 810420653 LONG-TERM AMBULATORY CARE MT 501(c)(3) 10 LOGAN HEALTH true SUMMIT MEDICAL FITNESS CENTER 310 SUNNYVIEW LANE KALISPELL MT 59901 203752312 COMMUNITY HEALTH & WELLNESS CENTER MT 501(c)(3) 10 LOGAN HEALTH true NORTH VALLEY HOSPITAL FOUNDATION 1600 HOSPITAL WAY WHITEFISH MT 59937 810526541 SUPPORTING ORGANIZATION MT 501(c)(3) Type III-FI LOGAN HEALTH - WHITEFISH true LOGAN HEALTH ASSISTED LIVING - SHELBY 111 2ND ST S SHELBY MT 59474 862394240 RETIREMENT & ASSISTED LIVING MT 501(c)(3) 10 NORTHWEST HORIZONS INC true LOGAN HEALTH CARE CENTER - SHELBY 630 PARK DRIVE SHELBY MT 59474 862346458 LONG-TERM CARE & SKILLED NURSING MT 501(c)(3) 10 NORTHWEST HORIZONS INC true LOGAN HEALTH 310 Sunnyview Ln Kalispell MT 59901 810406485 SUPPORT SUBSIARY HEALTH ORGANIZATIONS MT 501(c)(3) 3 MTWY Health true Rural Emergency Care Alliance 310 Sunnyview Lane Kalispell MT 59901 883504819 EMERGENCY SERVICES MT 501(c)(3) 7 KALISPELL REGIONAL MEDICAL CENTER true APPLIED HEALTH SERVICES INC 310 SUNNYVIEW LANE KALISPELL MT 59901 810413632 HEALTH RELATED MT LOGAN HEALTH C Corporation 21537051 1 true false false false false true false false false false false false false false true true false false false false BILLINGS CLINIC E 497630 BOOK LOGAN HEALTH E 3392243 BOOK