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ObjectId: 202420469349302137 - Submission: 2024-02-15
TIN: 23-7293874
SCHEDULE R
(Form 990)
Department of the Treasury
Internal Revenue Service
Related Organizations and Unrelated Partnerships
Complete if the organization answered "Yes" on Form 990, Part IV, line 33, 34, 35b, 36, or 37.
Attach to Form 990.
Go to
www.irs.gov/Form990
for instructions and the latest information.
OMB No. 1545-0047
20
22
Open to Public Inspection
Name of the organization
KALISPELL REGIONAL MEDICAL CENTER
Employer identification number
23-7293874
Part I
Identification of Disregarded Entities.
Complete if the organization answered "Yes" on Form 990, Part IV, line 33.
(a)
Name, address, and EIN (if applicable) of disregarded entity
(b)
Primary activity
(c)
Legal domicile (state
or foreign country)
(d)
Total income
(e)
End-of-year assets
(f)
Direct controlling
entity
Part II
Identification of Related Tax-Exempt Organizations.
Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related tax-exempt organizations during the tax year.
(a)
Name, address, and EIN of related organization
(b)
Primary activity
(c)
Legal domicile (state
or foreign country)
(d)
Exempt Code section
(e)
Public charity status
(if section 501(c)(3))
(f)
Direct controlling
entity
(g)
Section 512(b)(13) controlled entity?
Yes
No
(1)
LOGAN HEALTH
310 SUNNYVIEW LANE
KALISPELL
,
MT
59901
81-0406485
SUPPORT SUBSIDIARY TAX-EXEMPT ORGANIZATIONS
MT
501(C)(3)
LINE 12B, II
N/A
No
(2)
KALISPELL REGIONAL HEALTHCARE FOUNDATION
310 SUNNYVIEW LANE
KALISPELL
,
MT
59901
31-1703013
SUPPORTING ORGANIZATION
MT
501(C)(3)
LINE 12A, I
KALISPELL REGIONAL MEDICAL CENTER
Yes
(3)
ASSIST-FLATHEAD VALLEY
310 SUNNYVIEW LANE
KALISPELL
,
MT
59901
46-2669324
WELLNESS RESOURCE PROVIDER
MT
501(C)(3)
LINE 10
KALISPELL REGIONAL MEDICAL CENTER
Yes
(4)
KALISPELL REGIONAL MEDICAL CENTER VOLUNTEERS
310 SUNNYVIEW LANE
KALISPELL
,
MT
59901
27-3866474
SUPPORTING ORGANIZATION
MT
501(C)(3)
LINE 10
KALISPELL REGIONAL MEDICAL CENTER
Yes
(5)
LIBERTY COUNTY HOSPITAL AND NURSING HOME INC
315 W MADISON AVE
CHESTER
,
MT
59522
81-0515463
PROVIDE ACUTE HOSPITAL CARE
MT
501(C)(3)
LINE 3
LOGAN HEALTH
Yes
(6)
LOGAN HEALTH - CONRAD
805 SUNSET BLVD
CONRAD
,
MT
59425
81-0232406
PROVIDE ACUTE HOSPITAL CARE
MT
501(C)(3)
LINE 3
LOGAN HEALTH
Yes
(7)
LOGAN HEALTH - CUT BANK
226 9TH AVE SE
CUT BANK
,
MT
59427
81-0530457
PROVIDE ACUTE HOSPITAL CARE
MT
501(C)(3)
LINE 3
LOGAN HEALTH
Yes
(8)
LOGAN HEALTH - SHELBY
640 PARK AVE
SHELBY
,
MT
59474
86-2327525
PROVIDE ACUTE HOSPITAL CARE
MT
501(C)(3)
LINE 3
LOGAN HEALTH
Yes
(9)
LOGAN HEALTH - WHITEFISH
1600 HOSPITAL WAY
WHITEFISH
,
MT
59937
81-0247969
PROVIDE ACUTE HOSPITAL CARE
MT
501(C)(3)
LINE 3
LOGAN HEALTH
Yes
(10)
LOGAN HEALTH EMERGENCY MEDICAL SERVICES
310 SUNNYVIEW LANE
KALISPELL
,
MT
59901
88-0538346
EMERGENCY SERVICES
MT
501(C)(3)
LINE 7
LOGAN HEALTH
Yes
(11)
MONTANA PEDIATRICS
259 W FRONT ST STE B
MISSOULA
,
MT
59802
85-4133807
AMBULATORY CARE
MT
501(C)(3)
LINE 7
LOGAN HEALTH
Yes
(12)
NORTHWEST HORIZONS INC
310 SUNNYVIEW LANE
KALISPELL
,
MT
59901
81-0420653
LONG-TERM AMBULATORY CARE
MT
501(C)(3)
LINE 10
LOGAN HEALTH
Yes
(13)
SUMMIT MEDICAL FITNESS CENTER
310 SUNNYVIEW LANE
KALISPELL
,
MT
59901
20-3752312
COMMUNITY HEALTH & WELLNESS CENTER
MT
501(C)(3)
LINE 10
LOGAN HEALTH
Yes
(14)
NORTH VALLEY HOSPITAL FOUNDATION
1600 HOSPITAL WAY
WHITEFISH
,
MT
59937
81-0526541
SUPPORTING ORGANIZATION
MT
501(C)(3)
LINE 12C, III-FI
LOGAN HEALTH - WHITEFISH
Yes
(15)
LOGAN HEALTH ASSISTED LIVING - SHELBY
111 2ND ST S
SHELBY
,
MT
59474
86-2394240
RETIREMENT & ASSISTED LIVING
MT
501(C)(3)
LINE 10
NORTHWEST HORIZONS INC
Yes
(16)
LOGAN HEALTH CARE CENTER - SHELBY
630 PARK DRIVE
SHELBY
,
MT
59474
86-2346458
LONG-TERM CARE & SKILLED NURSING
MT
501(C)(3)
LINE 10
NORTHWEST HORIZONS INC
Yes
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50135Y
Schedule R (Form 990) 2022
Page 2
Schedule R (Form 990) 2022
Page
2
Part III
Identification of Related Organizations Taxable as a Partnership.
Complete if the organization answered "Yes" on Form 990, Part IV, line 34, because it had one or more related organizations treated as a partnership during the tax year.
(a)
Name, address, and EIN of
related organization
(b)
Primary activity
(c)
Legal
domicile
(state or foreign
country)
(d)
Direct controlling
entity
(e)
Predominant income(related, unrelated, excluded from tax under sections 512-514)
(f)
Share of total income
(g)
Share of end-of-year
assets
(h)
Disproprtionate allocations?
(i)
Code V-UBI
amount in box 20 of
Schedule K-1
(Form 1065)
(j)
General or
managing
partner?
(k)
Percentage
ownership
Yes
No
Yes
No
(1)
FLATHEAD HOSPITAL DEVELOPMENT COMPANY LLC
310 SUNNYVIEW LANE
KALISPELL
,
MT
59901
81-0541707
COMMERICAL BUILDING RENTAL
MT
N/A
N/A
No
No
Part IV
Identification of Related Organizations Taxable as a Corporation or Trust.
Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related organizations treated as a corporation or trust during the tax year.
(a)
Name, address, and EIN of
related organization
(b)
Primary activity
(c)
Legal
domicile
(state or foreign
country)
(d)
Direct controlling
entity
(e)
Type of entity
(C corp, S corp,
or trust)
(f)
Share of total income
(g)
Share of end-of-year
assets
(h)
Percentage
ownership
(i)
Section 512(b)(13) controlled entity?
Yes
No
(1)
APPLIED HEALTH SERVICES INC
310 SUNNYVIEW LANE
KALISPELL
,
MT
59901
81-0413632
HEALTH RELATED
MT
N/A
C
Yes
Schedule R (Form 990) 2022
Page 3
Schedule R (Form 990) 2022
Page
3
Part V
Transactions With Related Organizations.
Complete if the organization answered "Yes" on Form 990, Part IV, line 34, 35b, or 36.
Note.
Complete line 1 if any entity is listed in Parts II, III, or IV of this schedule.
Yes
No
1
During the tax year, did the orgranization engage in any of the following transactions with one or more related organizations listed in Parts II-IV?
a
Receipt of
(i)
interest,
(ii)
annuities,
(iii)
royalties, or
(iv)
rent from a controlled entity
.....................
1a
Yes
b
Gift, grant, or capital contribution to related organization(s)
............................
1b
Yes
c
Gift, grant, or capital contribution from related organization(s)
............................
1c
Yes
d
Loans or loan guarantees to or for related organization(s)
............................
1d
Yes
e
Loans or loan guarantees by related organization(s)
............................
1e
Yes
f
Dividends from related organization(s)
............................
1f
No
g
Sale of assets to related organization(s)
............................
1g
No
h
Purchase of assets from related organization(s)
............................
1h
No
i
Exchange of assets with related organization(s)
............................
1i
No
j
Lease of facilities, equipment, or other assets to related organization(s)
.......................
1j
Yes
k
Lease of facilities, equipment, or other assets from related organization(s)
......................
1k
Yes
l
Performance of services or membership or fundraising solicitations for related organization(s)
.....................
1l
Yes
m
Performance of services or membership or fundraising solicitations by related organization(s)
.................
1m
Yes
n
Sharing of facilities, equipment, mailing lists, or other assets with related organization(s)
...................
1n
Yes
o
Sharing of paid employees with related organization(s)
............................
1o
Yes
p
Reimbursement paid to related organization(s) for expenses
............................
1p
Yes
q
Reimbursement paid by related organization(s) for expenses
............................
1q
Yes
r
Other transfer of cash or property to related organization(s)
............................
1r
Yes
s
Other transfer of cash or property from related organization(s)
............................
1s
Yes
2
If the answer to any of the above is "Yes," see the instructions for information on who must complete this line, including covered relationships and transaction thresholds.
(a)
Name of related organization
(b)
Transaction
type (a-s)
(c)
Amount involved
(d)
Method of determining amount involved
(1)
ASSIST-FLATHEAD VALLEY
A
76,500
ACTUAL PAYMENT
(2)
FLATHEAD HOSPITAL DEVELOPMENT COMPANY LLC
A
40,003
ACTUAL PAYMENT
(3)
APPLIED HEALTH SERVICES INC
A
12,168
ACTUAL PAYMENT
(4)
LOGAN HEALTH - CONRAD
B
1,422,994
ACTUAL PAYMENT
(5)
LOGAN HEALTH - CUT BANK
B
1,029,942
ACTUAL PAYMENT
(6)
LOGAN HEALTH - CHESTER
B
557,556
ACTUAL PAYMENT
(7)
LOGAN HEALTH - SHELBY
B
174,681
ACTUAL PAYMENT
(8)
KALISPELL REGIONAL HEALTHCARE FOUNDATION
C
3,401,799
ACTUAL PAYMENT
(9)
FLATHEAD HOSPITAL DEVELOPMENT COMPANY LLC
K
4,947,809
ACTUAL PAYMENT
(10)
LOGAN HEALTH
K
1,284,089
ACTUAL PAYMENT
(11)
APPLIED HEALTH SERVICES INC
K
701,039
ACTUAL PAYMENT
(12)
SUMMIT MEDICAL FITNESS CENTER INC
K
335,664
ACTUAL PAYMENT
(13)
APPLIED HEALTH SERVICES INC
L
3,597,917
ACTUAL PAYMENT
(14)
LOGAN HEALTH
L
597,351
ACTUAL PAYMENT
(15)
NORTHWEST HORIZONS INC
L
221,943
ACTUAL PAYMENT
(16)
FLATHEAD HOSPITAL DEVELOPMENT COMPANY LLC
L
55,778
ACTUAL PAYMENT
(17)
SUMMIT MEDICAL FITNESS CENTER INC
L
54,401
ACTUAL PAYMENT
(18)
APPLIED HEALTH SERVICES INC
M
2,431,473
ACTUAL PAYMENT
(19)
SUMMIT MEDICAL FITNESS CENTER INC
M
153,200
ACTUAL PAYMENT
(20)
FLATHEAD HOSPITAL DEVELOPMENT COMPANY LLC
R
1,933,851
ACTUAL PAYMENT
(21)
LOGAN HEALTH
P
60,238,272
ACTUAL PAYMENT
Schedule R (Form 990) 2022
Page 4
Schedule R (Form 990) 2022
Page
4
Part VI
Unrelated Organizations Taxable as a Partnership.
Complete if the organization answered "Yes" on Form 990, Part IV, line 37.
Provide the following information for each entity taxed as a partnership through which the organization conducted more than five percent of its activities (measured by total assets or gross revenue) that was not a related organization. See instructions regarding exclusion for certain investment partnerships.
(a)
Name, address, and EIN of entity
(b)
Primary activity
(c)
Legal domicile
(state or foreign
country)
(d)
Predominant income (related, unrelated, excluded from tax under sections 512-514)
(e)
Are all partners
section
501(c)(3)
organizations?
(f)
Share of total income
(g)
Share of
end-of-year
assets
(h)
Disproprtionate allocations?
(i)
Code V-UBI
amount in box 20
of Schedule K-1
(Form 1065)
(j)
General or
managing
partner?
(k)
Percentage
ownership
Yes
No
Yes
No
Yes
No
Schedule R (Form 990) 2022
Page 5
Schedule R (Form 990) 2022
Page
5
Part VII
Supplemental Information
Provide additional information for responses to questions on Schedule R. See instructions.
Return Reference
Explanation
Schedule R (Form 990) 2022
Additional Data
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