NORTHWEST HORIZONS INC

EIN: 810420653 501(c)(3) Health Care

KALISPELL, MT

Total Revenue
$14,386,584
Total Expenses
$17,406,542
Total Assets
$44,611,960
Net Assets
$19,971,067
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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year
1984
Legal Domicile
MT
Principal Officer
COLE TURNER
Phone
4067515759
Tax Period
2022-04-01 to 2023-03-31

NORTHWEST HORIZONS INC, founded in 1984, is a mid-sized nonprofit in the Health Care sector that reported $14.4M in total revenue in fiscal year 2022. Revenue grew 10% year-over-year, indicating healthy expansion. Expenses of $17.4M exceeded revenue, resulting in a 21% operating deficit.

Mission

OPERATION OF A LONG-TERM CARE FACILITY AND OWNERSHIP OF A LONG-TERM CARE AND AN ASSISTED LIVING FACILITY

Program Service Accomplishments

Program 1
Expenses: $13,436,889 Revenue: $13,822,034

NORTHWEST HORIZONS OPERATES LOGAN HEALTH BRENDAN HOUSE, WHICH OFFERS A HIGH LEVEL OF SKILLED AND REHABILITATIVE CARE. WITH 110 BEDS, BRENDAN HOUSE OFFERS SKILLED NURSING FOR TRANSITIONAL CARE...

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NORTHWEST HORIZONS OPERATES LOGAN HEALTH BRENDAN HOUSE, WHICH OFFERS A HIGH LEVEL OF SKILLED AND REHABILITATIVE CARE. WITH 110 BEDS, BRENDAN HOUSE OFFERS SKILLED NURSING FOR TRANSITIONAL CARE, LONG-TERM CARE AND COMFORT CARE.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

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Financial Overview (2022)

Revenue Breakdown

Contributions & Grants $558,292
Program Service Revenue $10,664,544
Investment Income $6,258
Other Revenue $3,157,490
TOTAL REVENUE $14,386,584

Expense Breakdown

Grants Paid $0
Salaries & Benefits $11,789,480
Fundraising Expenses $0
Program Expenses $13,436,889
Other Expenses $5,617,062
TOTAL EXPENSES $17,406,542

Year-over-Year Comparison

2022 2021 Change
Revenue $14,386,584 $13,118,597 +0.1%
Expenses $17,406,542 $17,742,954 0.0%
Net Income $-3,019,958 $-4,624,357 -0.3%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

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Governance

Voting Members
11
Independent Members
8
Employees
242
Volunteers
36

Governance Policies

Conflict of Interest Policy
Whistleblower Policy
Document Retention Policy

Special Practices & Reported Activities

Operated a School
Operated a Hospital
Provided First Class Travel
Reported Conflict of Interest
Reported Asset Diversion
Excess Benefit Transaction
Made Political Expenditures
Engaged in Lobbying
Operated Donor Advised Fund
Maintained Art Collections
Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers
3
$2,444,455
Total Directors
11
$2,280,674
Key Employees
0
$0
Highest Compensated
5
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
CRAIG LAMBRECHT SYSTEM CEO 3.75
Officer Director
$0 $37,864 $1,287,919
STANLEY MAKMAN TRUSTEE 0.25
Director
$0 $0 $605,631
ADAM SMITH DO TRUSTEE 0.25
Director
$0 $26,823 $387,124
RHONDA SWANEY CHAIR 0.25
Director
$0 $0 $0
MICHAEL GOGUEN VICE CHAIR 0.25
Director
$0 $0 $0
CAROL DONALDSON TRUSTEE 0.25
Director
$0 $0 $0
MICHELLE HARRIS TRUSTEE 0.25
Director
$0 $0 $0
JANE KARAS TRUSTEE 0.25
Director
$0 $0 $0
MARTHA KATZ TRUSTEE 0.25
Director
$0 $0 $0
CHARLES LUDDEN MD TRUSTEE 0.25
Director
$0 $0 $0
LARRY MCEVOY MD TRUSTEE 0.25
Director
$0 $0 $0
CRAIG BOYER SYSTEM CFO PART YEAR 3.75
Officer
$0 $24,842 $697,064
COLE TURNER SYSTEM CFO 3.75
Officer
$0 $5,739 $459,472
KELLY BILAU ADMINISTRATOR 50.00
Highest
$151,420 $25,158 $176,578
SHILO FRITZ DIRECTOR OF NURSING 50.00
Highest
$137,966 $24,318 $162,284
JAMIE SCHEFTER PHYSICIAN 50.00
Highest
$118,588 $17,675 $136,263
LAURALEE BECKSTROM NURSE 50.00
Highest
$121,714 $12,049 $133,763
ANGEL HENDERSON NURSE 50.00
Highest
$120,656 $9,937 $130,593
Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year Revenue Expenses Assets Net Income
2024 No data No data No data No data
2023 $14,386,584 $17,406,542 $44,611,960 $-3,019,958
2023 $10,949,194 $13,229,351 $38,855,105 $-2,280,157
2022 $13,118,597 $17,742,954 $49,195,803 $-4,624,357
2021 $32,756,284 $14,888,377 $27,103,188 $17,867,907
2020 $22,176,455 $14,322,617 $78,201,337 $7,853,838
2019 $22,408,627 $14,345,492 $64,361,175 $8,063,135
2018 $17,571,687 $14,416,369 $74,988,218 $3,155,318
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