Civic Intelligence

Liberty County Health Planning Council

EIN 23-7286916 • 501(c)3

Profile

To provide funding for health care equipment and programs in liberty county

PO Box 54759522

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

60th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • <$500k nonprofits • Source year 2014

Liabilities / Revenue

62nd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • <$500k nonprofits • Source year 2014

Net Margin

89th percentile

47%

Higher net margin than 89% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2014

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)3 • <$500k nonprofits • Source year 2014

Asset Growth

58th percentile

1.6%

Faster asset growth than 58% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

38th percentile

-15%

Faster revenue growth than 38% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets60th percentile

Assets

Up

$97,131

Up $1,548 (+1.6%) from 2013

Liabilities

Flat

$0

Flat from 2013

Net Assets

Up

$97,131

Up $1,548 (+1.6%) from 2013

Operations
Liabilities / Revenue62nd percentileNet Margin89th percentile

Revenue

Down

$3,270

Down $558 (-15%) from 2013

Expenses

Up

$1,722

Up $308 (+22%) from 2013

Net Income

Down

$1,548

Down $866 (-36%) from 2013

Trend Graphs

Balance Sheet Trend

Asset Growth58th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$150K$100K$50K$0Assets 2011: $105,299Liabilities 2011: $0Net Assets 2011: $105,2992011Assets 2012: $93,169Liabilities 2012: $0Net Assets 2012: $93,1692012Assets 2013: $95,583Liabilities 2013: $0Net Assets 2013: $95,5832013Assets 2014: $97,131Liabilities 2014: $0Net Assets 2014: $97,1312014

Highlighted filing

2014

Assets$97,131
Liabilities$0
Net Assets$97,131
Open 2014 Filing

Operations Trend

Revenue Growth38th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$20K$10K$0-$10K-$20KRevenue 2011: $15,085Expenses 2011: $115Net Income 2011: $14,9702011Revenue 2012: $3,705Expenses 2012: $15,835Net Income 2012: -$12,1302012Revenue 2013: $3,828Expenses 2013: $1,414Net Income 2013: $2,4142013Revenue 2014: $3,270Expenses 2014: $1,722Net Income 2014: $1,5482014

Highlighted filing

2014

Revenue$3,270
Expenses$1,722
Net Income$1,548
Open 2014 Filing

Filings

Most recent year

2014 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$97,131
Liabilities
$0
Net assets
$97,131
Revenue
$3,270
Expenses
$1,722
Net income
$1,548
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2014Detailed filing. Detailed filing data is available for this year.$0.97$0.00$0.97$0.03$0.02$0.02
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.96$0.00$0.96$0.04$0.01$0.02
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.93$0.00$0.93$0.04$0.16$0.12
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.05$0.00$1.05$0.15$0.00$0.15
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Oct 17, 2014
Return Version
2013v3.0
Gross Receipts
$3,270
Mission and Program Overview

Mission

To provide funding for health care equipment and programs in liberty county

Program Services

DescriptionGrantsExpenses
NONE$0$0
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
STEVEN ORAWVice-President-$0--
ROCK SVENNUNGSENDirector-$0--
JERRY MARTINPresident-$0--
SHERRI WALSTADTreasurer-$0--
SHARI DOLANSecretary-$0--
Filing and Contact Details

Filer

EIN
23-7286916
Phone
4067595671

Signing Officer

Name
Jerry Martin
Title
President
Phone
4067595671
Signed
2014-10-17
Discuss with paid preparer
Yes

Preparer

Preparer
Michael a Diekhans
Phone
4067614645
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 4 - Other Investment Income

“Description: interest income. Amount: 3. Description: dividends. Amount: 2438. Description: patronage dividend. Amount: 145. Description: change in fmv. Amount: 684. Total included on form 990-ez, line 4: 3270.”

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

“Activity classification: rx assistance program. Grantee name: liberty medical center. Grantee address: 111 6 w chester, mt 59522. Grantee relationship: none. Property description: cash. Date of gift: 12/18/13. Amount given: 1000.”

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

“Activity classification: nursing home fair. Grantee name: liberty medical center. Grantee address: 111 6 w chester, mt 59522. Grantee relationship: none. Property description: cash. Date of gift: 04/12/14. Amount given: 500. Total included on form 990-ez, line 10: 1500.”

Form 990-ez, Part I, Line 16 - Other Expenses

“Description: state annual report (2 years). Amount: 30. Description: meeting expense. Amount: 82. Total to form 990-ez, line 16: 112.”

Form 990-ez, Part II, Line 24 - Other Assets

“Description: stock liberty co development. Beg. Of year amount: 25000. End of year amount: 25000. Description: scottrade financial investment. Beg. Of year amount: 67189. End of year amount: 68647.”

Raw XML Appendix150 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990EZ/ActivitiesNotPreviouslyRptInd00
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine10SHERRI WALSTAD
IRS990EZ/BooksInCareOfDetail/PhoneNum04067595248
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine10PO BOX 254
IRS990EZ/BooksInCareOfDetail/USAddress/City0CHESTER
IRS990EZ/BooksInCareOfDetail/USAddress/State0MT
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCode059522
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt03394
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt03484
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/EngagedInExcessBenefitTransInd00
IRS990EZ/ExcessOrDeficitForYearAmt01548
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0110
IRS990EZ/FiledScheduleAInd01
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt095583
IRS990EZ/Form990TotalAssetsGrp/EOYAmt097131
IRS990EZ/GrantsAndSimilarAmountsPaidAmt01500
IRS990EZ/GrossReceiptsAmt03270
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InvestmentIncomeAmt03270
IRS990EZ/LobbyingActivitiesInd00
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt095583
IRS990EZ/NetAssetsOrFundBalancesEOYAmt097131
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt095583
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt097131
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt30.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt40.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0STEVEN ORAW
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1ROCK SVENNUNGSEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JERRY MARTIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3SHERRI WALSTAD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4SHARI DOLAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0VICE-PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4SECRETARY
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherAssetsTotalDetail/BOYAmt092189
IRS990EZ/OtherAssetsTotalDetail/EOYAmt093647
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt0112
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0TO PROVIDE FUNDING FOR HEALTH CARE EQUIPMENT AND PROGRAMS IN LIBERTY COUNTY
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0NONE
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd00
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt01722
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt03270
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/Contribution35ControlledInd00
IRS990ScheduleA/ContributionControllerInd00
IRS990ScheduleA/ContributionFamilyInd00
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0810515463
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd00
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeDesc0HOSPITAL, CLINIC, AS
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt01500
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine10LIBERTY MEDICAL CENTER
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrgNotifiedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/USOrganizedInd01
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType3NonFuncInd0X
IRS990ScheduleA/SupportSumAmt01500
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INTEREST INCOME. AMOUNT: 3. DESCRIPTION: DIVIDENDS. AMOUNT: 2438. DESCRIPTION: PATRONAGE DIVIDEND. AMOUNT: 145. DESCRIPTION: CHANGE IN FMV. AMOUNT: 684. TOTAL INCLUDED ON FORM 990-EZ, LINE 4: 3270.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ACTIVITY CLASSIFICATION: RX ASSISTANCE PROGRAM. GRANTEE NAME: LIBERTY MEDICAL CENTER. GRANTEE ADDRESS: 111 6 W CHESTER, MT 59522. GRANTEE RELATIONSHIP: NONE. PROPERTY DESCRIPTION: CASH. DATE OF GIFT: 12/18/13. AMOUNT GIVEN: 1000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ACTIVITY CLASSIFICATION: NURSING HOME FAIR. GRANTEE NAME: LIBERTY MEDICAL CENTER. GRANTEE ADDRESS: 111 6 W CHESTER, MT 59522. GRANTEE RELATIONSHIP: NONE. PROPERTY DESCRIPTION: CASH. DATE OF GIFT: 04/12/14. AMOUNT GIVEN: 500. TOTAL INCLUDED ON FORM 990-EZ, LINE 10: 1500.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DESCRIPTION: STATE ANNUAL REPORT (2 YEARS). AMOUNT: 30. DESCRIPTION: MEETING EXPENSE. AMOUNT: 82. TOTAL TO FORM 990-EZ, LINE 16: 112.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4DESCRIPTION: STOCK LIBERTY CO DEVELOPMENT. BEG. OF YEAR AMOUNT: 25000. END OF YEAR AMOUNT: 25000. DESCRIPTION: SCOTTRADE FINANCIAL INVESTMENT. BEG. OF YEAR AMOUNT: 67189. END OF YEAR AMOUNT: 68647.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990-EZ, PART II, LINE 24 - OTHER ASSETS
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JERRY MARTIN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum04067595671
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-10-17
ReturnHeader/Filer/BusinessName/BusinessNameLine10LIBERTY COUNTY HEALTH PLANNING COUNCIL
ReturnHeader/Filer/BusinessNameControlTxt0LIBE
ReturnHeader/Filer/EIN0237286916
ReturnHeader/Filer/PhoneNum04067595671
ReturnHeader/Filer/USAddress/AddressLine10PO BOX 547
ReturnHeader/Filer/USAddress/City0CHESTER
ReturnHeader/Filer/USAddress/State0MT
ReturnHeader/Filer/USAddress/ZIPCode059522
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0810446334
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10DOUGLAS WILSON & COMPANY PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine101000 FIRST AVENUE SOUTH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0GREAT FALLS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0MT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode059401
ReturnHeader/PreparerPersonGrp/PhoneNum04067614645
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MICHAEL A DIEKHANS
ReturnHeader/ReturnTs02014-11-05T10:50:06-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02013-07-01
ReturnHeader/TaxPeriodEndDt02014-06-30
ReturnHeader/TaxYr02013

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