2024-11-15T16:04:39-06:00 2023-12-31 810497523 JORDAHL & SLITER PLLC PO BOX 8600 KALISPELL MT 599041600 990 2023-04-01 462669324 ASSIST - FLATHEAD VALLEY ASSI 4067515759 310 SUNNYVIEW LANE KALISPELL MT 59901 BRIGID BURKE VICE PRESIDENT, CFO 4067515759 2024-11-12 1 1 JUSTIN P SLITER P00188996 4067521040 2024-11-11 2023 2024-10-15 13:58:12Z BRIGID BURKE 310 SUNNYVIEW LANE KALISPELL MT 59901 86611 0 X WWW.ASSISTFLATHEAD.ORG X 2013 MT THE ASSIST CENTER PROVIDES NON-MEDICAL, SHORT-TERM LODGING FOR INDEPENDENT INDIVIDUALS WHOSE MEDICAL PROVIDERS BELIEVE CLOSE ACCESS TO MEDICAL CARE WILL INCREASE THE INDIVIDUAL'S ABILITY TO IMPROVE THEIR HEALTH AND INDEPENDENCE. THE ASSIST CENTER ALSO PROVIDES TRANSPORTATION SERVICES AND SERVES TO CONNECT PATIENTS WITH COMMUNITY RESOURCES. 5 2 0 0 0 0 145229 86611 0 0 0 0 0 0 145229 86611 0 0 0 0 855123 696742 0 0 0 248836 233125 1103959 929867 -958730 -843256 368368 298509 976077 1749474 -607709 -1450965 X THE ASSIST CENTER PROVIDES NON-MEDICAL, SHORT-TERM LODGING FOR INDEPENDENT INDIVIDUALS WHOSE MEDICAL PROVIDERS BELIEVE CLOSE ACCESS TO MEDICAL CARE WILL INCREASE THE INDIVIDUAL'S ABILITY TO IMPROVE THEIR HEALTH AND INDEPENDENCE. THE ASSIST CENTER ALSO PROVIDES TRANSPORTATION SERVICES AND SERVES TO CONNECT PATIENTS WITH COMMUNITY RESOURCES. 0 0 801566 0 THE ASSIST CENTER PROVIDES NON-MEDICAL, SHORT-TERM LODGING FOR INDEPENDENT INDIVIDUALS WHOSE MEDICAL PROVIDERS BELIEVE CLOSE ACCESS TO MEDICAL CARE WILL INCREASE THE INDIVIDUAL'S ABILITY TO IMPROVE THEIR HEALTH AND INDEPENDENCE. THE ASSIST CENTER ALSO PROVIDES TRANSPORTATION SERVICES AND SERVES TO CONNECT PATIENTS WITH COMMUNITY RESOURCES. 801566 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 5 2 0 0 0 0 1 1 1 1 1 0 0 1 1 0 0 0 1 0 0 0 X THE ORGANIZATION 4067515759 310 SUNNYVIEW LANE KALISPELL MT 59901 CRAIG LAMBRECHT MD SYSTEM CEO 1.00 49.00 X 0 1510765 37517 COLE TURNER SYSTEM CFO 1.00 49.00 X 0 1206979 29256 ARIKKA PIRKER PRESIDENT 0.50 40.00 X X 0 128120 24586 MANDI COLE SECRETARY 0.50 40.00 X X 0 91832 22692 JANE EMMERT EXECUTIVE DIRECTOR - PART-YEAR 50.00 X X 0 77613 16352 ERIC HANSEN VICE PRESIDENT 0.50 X X 0 0 0 EVAN HARRIS DIRECTOR 0.50 X 0 0 0 0 3015309 130403 0 0 1 0 0 86611 86611 86611 0 0 0 532080 476335 55745 26381 22424 3957 95715 81358 14357 42566 36181 6385 2379 2379 111 111 31970 31970 91834 91834 316 316 47857 47857 ALLOCATED EXPENSES 58468 58468 MISCELLANEOUS 190 190 929867 801566 128301 0 10111 674308 375799 348895 298509 9362 0 368368 298509 520 976077 1748954 976077 1749474 X 0 0 3367977 3367977 -3975686 -4818942 -607709 -1450965 368368 298509 -843256 0 X 0 1 X 0 0 X 44048 62818 5950 145229 86611 344656 44048 62818 5950 145229 86611 344656 0 0 0 344656 44048 62818 5950 145229 86611 344656 1.00000 1.00000 0.00000 X PART III, SECTION D, LINE 19A THE ORGANIZATION CHANGED ITS ACCOUNTING PERIOD TO A CALENDAR YEAR. THE 2023 TAX YEAR IS A SHORT YEAR FROM APRIL 1 THROUGH DECEMBER 31, 2023. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 9094 9094 356728 176652 180076 308486 199147 109339 298509 DUE TO AFFILIATES 1748954 1748954 X PART X, LINE 2: THE CORPORATION ADOPTED THE PROVISIONS OF ASC TOPIC 740, INCOME TAXES. ASC TOPIC 740 CLARIFIES THE ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES RECOGNIZED IN AN ORGANIZATION'S FINANCIAL STATEMENTS AND PRESCRIBES A RECOGNITION THRESHOLD AND MEASUREMENT STANDARD FOR THE FINANCIAL STATEMENT RECOGNITION AND MEASUREMENT OF AN INCOME TAX POSITION TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. THE CORPORATION HAS REVIEWED ITS TAX POSITIONS FOR ALL OPEN TAX YEARS AND HAS CONCLUDED NO RESERVES ARE REQUIRED. 0 1 0 0 0 0 0 0 0 CRAIG LAMBRECHT MD SYSTEM CEO 0 1113473 0 397292 0 0 0 19800 0 17717 0 1548282 0 0 COLE TURNER SYSTEM CFO 0 741349 0 153130 0 312500 0 11539 0 17717 0 1236235 0 0 ARIKKA PIRKER PRESIDENT 0 119300 0 8820 0 0 0 7468 0 17118 0 152706 0 0 PART I, LINE 4B CRAIG LAMBRECHT AND COLE TURNER PARTICIPATED IN A SECTION 457(F) DEFERRED COMPENSATION PLAN BUT RECEIVED NO PAYMENTS. A COMMITTEE APPOINTED BY THE BOARD OF TRUSTEES SELECTS THE NON-QUALIFIED RETIREMENT 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, SECTION A, LINE 6 THE ORGANIZATION HAS ONE MEMBER, KALISPELL REGIONAL MEDICAL CENTER. FORM 990, PART VI, SECTION A, LINE 7A TO BE EFFECTIVE, SIGNIFICANT DECISIONS OF THE GOVERNING BOARD MUST BE APPROVED BY ITS MEMBER, KALISPELL REGIONAL MEDICAL CENTER. SIGNIFICANT DECISIONS INCLUDE CHANGES TO THE BOARD OF DIRECTORS, CONFIRMATION OF THE ANNUAL BUDGETS, ENTERING INTO LARGE CONTRACTS, AND REORGANIZATION OF THE ORGANIZATION. FORM 990, PART VI, SECTION A, LINE 7B TO BE EFFECTIVE, SIGNIFICANT DECISIONS OF THE GOVERNING BOARD MUST BE APPROVED BY ITS MEMBER, KALISPELL REGIONAL MEDICAL CENTER. SIGNIFICANT DECISIONS INCLUDE CHANGES TO THE BOARD OF DIRECTORS, CONFIRMATION OF THE ANNUAL BUDGETS, ENTERING INTO LARGE CONTRACTS, AND REORGANIZATION OF THE ORGANIZATION. FORM 990, PART VI, SECTION B, LINE 11B PRIOR TO FILING FORM 990, THE ORGANIZATION'S CHIEF FINANCIAL OFFICER OR FINANCE TEAM DELEGATE MADE A COPY OF THE RETURN AVAILABLE FOR REVIEW BY EMAIL, PORTAL OR IN PERSON. FORM 990, PART VI, SECTION C, LINE 19 AVAILABLE BY REQUEST. 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