Civic Intelligence

The Ough Charitable Trust

990 • Fiscal year 2015 • EIN 81-6080844

Jan 01, 2015 to Dec 31, 2015 • Filed on Nov 10, 2016

Organization ProfileN/A
504 South 13th StreetLivingston, MT 59047

(406) 823-6411

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

25th percentile

0.00x

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

2015 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2015

Liabilities / Revenue

25th percentile

0.00x

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

2015 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2015

Net Margin

3rd percentile

-126%

Higher net margin than 3% of similar nonprofits.

2015 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2015

Top Officer Pay

97th percentile

$241,188

Higher top officer pay than 97% of similar nonprofits.

Top officer pay equals 639.2% of source-year revenue.

2015 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2015

Asset Growth

17th percentile

-9.4%

Faster asset growth than 17% of similar nonprofits.

2015 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2014 to 2015

Revenue Growth

82nd percentile

34%

Faster revenue growth than 82% of similar nonprofits.

2015 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets25th percentile

Assets

Down

$890,308

Down $91,974 (-9.4%) from 2014

Net Assets

Down

$890,308

Down $91,974 (-9.4%) from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue And Expenses
Liabilities / Revenue25th percentileNet Margin3rd percentile

Revenue

Up

$37,732

Up $9,501 (+34%) from 2014

Expenses

Up

$85,393

Up $69,390 (+434%) from 2014

Net Income

Down

-$47,661

Down $59,889 (-490%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth17th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$1.5M$1.0M$500K$0Assets 2012: $916,339Liabilities 2012: $0Net Assets 2012: $916,3392012Assets 2013: $958,741Liabilities 2013: $0Net Assets 2013: $958,7412013Assets 2014: $982,282Liabilities 2014: $0Net Assets 2014: $982,2822014Assets 2015: $890,308Liabilities 2015: $0Net Assets 2015: $890,3082015Assets 2016: $913,325Liabilities 2016: $0Net Assets 2016: $913,3252016Assets 2017: $919,852Liabilities 2017: $0Net Assets 2017: $919,8522017Assets 2018: $851,873Liabilities 2018: $0Net Assets 2018: $851,8732018Assets 2019: $1,005,188Liabilities 2019: $0Net Assets 2019: $1,005,1882019Assets 2020: $1,127,384Liabilities 2020: $0Net Assets 2020: $1,127,3842020Assets 2021: $0Liabilities 2021: $0Net Assets 2021: $02021

Highlighted filing

2015

Assets$890,308
Liabilities$0
Net Assets$890,308
Open 2015 Filing

Operations Trend

Revenue Growth82nd percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$200K$100K$0-$100KRevenue 2012: $26,758Expenses 2012: $6,132Net Income 2012: $20,6262012Revenue 2013: $41,694Expenses 2013: $15,841Net Income 2013: $25,8532013Revenue 2014: $28,231Expenses 2014: $16,003Net Income 2014: $12,2282014Revenue 2015: $37,732Expenses 2015: $85,393Net Income 2015: -$47,6612015Revenue 2016: $19,043Expenses 2016: $16,549Net Income 2016: $2,4942016Revenue 2017: $59,879Expenses 2017: $87,486Net Income 2017: -$27,6072017Revenue 2018: $39,002Expenses 2018: $54,874Net Income 2018: -$15,8722018Revenue 2019: $164,903Expenses 2019: $0Net Income 2019: $164,9032019Revenue 2020: $60,269Expenses 2020: $0Net Income 2020: $60,2692020Revenue 2021: $12,832Expenses 2021: $0Net Income 2021: $12,8322021

Highlighted filing

2015

Revenue$37,732
Expenses$85,393
Net Income-$47,661
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Nov 10, 2016
Return Version
2015v2.1
Gross Receipts
$37,732
Mission and Program Overview

Mission

The purpose of the Ough Trust is to establish a means for the trustors to make charitable contributions to Livingston HealthCare hospital, a 501(c)(3) organization, for the purpose of benefitting the community as a whole through its hospital, and thereby to support the hospital in its charitable purpose.

The purpose of the trust is to establish a means for the trustors to make charitable contributions to livingston healthcare hospital, a 501(c)(3)organization, for the purpose of benefitting the community as a whole through its hospital, and thereby to support the hospital in its charitable purpose.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$825,172$890,308▲ $65,136
Savings and Temporary Cash Investments$157,110--
Total Assets$982,282$890,308▼ $91,974
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Permanently Rstr Net Assets$982,282$890,308▼ $91,974
Total Net Assets Fund Balance$982,282$890,308▼ $91,974
Total Liabilities and Net Assets / Fund Balance$982,282$890,308▼ $91,974

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2015$982,282---$982,282
2014$958,741-▲ $23,541-$982,282
2013$916,339-▲ $42,402-$958,741
2012$877,742-▲ $38,597-$916,339
Compensation and Service Providers
Top Officer Pay97th percentile

Employees

NameTitleBaseTotal
Ted Scofield MDTrustee$241,188$241,188
Suzanne PageTrustee$57,274$57,274
Debra SwandalTrustee$4,225$4,225

Board Members and Trustees

NameTitle
Bob GersackChairman
Verne BeffertTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$37,732
Other Revenue
$0
Change in Net Assets
$-47,661
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$75,000
Other Expenses$10,393
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$75,000--$75,000
Fees for Service Investment Mgmnt Fees-$10,393-$10,393
Total Functional Expenses$75,000$10,393$0$85,393
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
LHC FoundationLivingston, MT-F-
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, line 6

“The Organization has members.”

Form 990, Part VI, Section A, line 7A

“The organization's members have the authority to elect more members per the By-laws.”

Form 990, Part VI, Section B, line 11

“The board members review the draft of the form 990 and approve it before filing.”

Form 990, Part VI, Section B, line 12C

“Through open communication and review of the policy.”

Form 990, Part VI, Section C, line 19

“UPON REQUEST.”

Filing and Contact Details

Filer

Filer Name
The Ough Charitable Trust
EIN
81-6080844
Phone
4068236411
Address
504 South 13th Street, Livingston, MT 59047

Signing Officer

Name
Bren Lowe
Title
CEO
Phone
4068236411
Signed
2016-11-10
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Bren Lowe
Formed
1996
Legal Domicile
Mt
Voting Board Members
5
Independent Board Members
5
Employees
0
Volunteers
0

Preparer

Firm
Wipfli LLP
Address
PO Box 1699, Helena, MT 59624
Preparer
Nathan D McCarthy CPA
Phone
4064425520
Supplemental Narrative

Additional Explanations

Form 990, Part XII, Line 2C:

“The method for oversight of the external audit has not changed.”

Financial Statement Notes

Part V, Line 4:

“SCHEDULE D PART V: THE INTENDED USE OF THE OUGH'S ENDOWMENT FUNDS IS TO FURTHER THE CHARITABLE PURPOSE OF LIVINGSTON HEALTHCARE HOSPITAL. THE ENDOWMENT FUNDS ARE INCLUDED IN THE AUDITED FINANCIAL STATEMENTS FOR LIVINGSTON HEALTHCARE, A RELATED ORGANIZATION. BELOW IS THE SECTION OF THE FOOTNOTE IN LIVINGSTON HEALTHCARE FINANCIALS THAT IS RELATED TO THE OUGH CHARITABLE TRUST: Spending Policy and How Investment Objectives Relate to Spending Policy Ough Trust ? The Hospital Board of Directors, based on recommendations by a committee comprised of Hospital and community members, approves appropriations for distribution limited to the accumulated income of the fund.”

Raw XML Appendix385 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.

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IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Part V, Line 4:
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0Ted Scofield MD
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0Trustee
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt0241188
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt00
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0The Organization has members.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1The organization's members have the authority to elect more members per the By-laws.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE BOARD MEMBERS REVIEW THE DRAFT OF THE FORM 990 AND APPROVE IT BEFORE FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THROUGH OPEN COMMUNICATION AND REVIEW OF THE POLICY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE METHOD FOR OVERSIGHT OF THE EXTERNAL AUDIT HAS NOT CHANGED.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section A, line 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section A, line 7a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section B, line 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Section B, line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part VI, Section C, line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990, Part XII, Line 2c:
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd01
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0LIVINGSTON HEALTHCARE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0810378200
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(c)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0MT
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0NOT -FOR-PROFIT HEALTHCARE ORGANIZATION
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0170(b)(1)(A)(iii)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt0504 S 13TH STREET
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0LIVINGSTON
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0MT
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd059047
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0982282
IRS990/TotalAssetsEOYAmt0890308
IRS990/TotalAssetsGrp/BOYAmt0982282
IRS990/TotalAssetsGrp/EOYAmt0890308
IRS990/TotalCompGreaterThan150KInd01
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt010393
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt075000
IRS990/TotalFunctionalExpensesGrp/TotalAmt085393
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0982282
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0890308
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt075000
IRS990/TotalReportableCompFromOrgAmt0302687
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt037732
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt037732
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0982282
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0890308
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0504 SOUTH 13TH STREET
IRS990/USAddress/CityNm0LIVINGSTON
IRS990/USAddress/StateAbbreviationCd0MT
IRS990/USAddress/ZIPCd059047
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt05
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0Bren Lowe
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CEO
ReturnHeader/BusinessOfficerGrp/PhoneNum04068236411
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-11-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0The Ough Charitable Trust
ReturnHeader/Filer/BusinessNameControlTxt0OUGH
ReturnHeader/Filer/EIN0816080844
ReturnHeader/Filer/PhoneNum04068236411
ReturnHeader/Filer/USAddress/AddressLine1Txt0504 South 13th Street
ReturnHeader/Filer/USAddress/CityNm0Livingston
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MT
ReturnHeader/Filer/USAddress/ZIPCd059047
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0390758449
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Wipfli LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO Box 1699
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Helena
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd059624
ReturnHeader/PreparerPersonGrp/PhoneNum04064425520
ReturnHeader/PreparerPersonGrp/PreparationDt02016-11-10
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Nathan D McCarthy CPA
ReturnHeader/ReturnTs02016-11-10T17:03:00-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02015-01-01
ReturnHeader/TaxPeriodEndDt02015-12-31
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$890,308
Liabilities
$0
Net assets
$890,308
Revenue
$37,732
Expenses
$85,393
Net income
-$47,661
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.00$0.00$0.00$0.01$0.00$0.01
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.13$0.00$1.13$0.06$0.00$0.06
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.01$0.00$1.01$0.16$0.00$0.16
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.85$0.00$0.85$0.04$0.05$0.02
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.92$0.00$0.92$0.06$0.09$0.03
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.91$0.00$0.91$0.02$0.02$0.00
2015Detailed filing. Detailed filing data is available for this year.$0.89$0.00$0.89$0.04$0.09$0.05
2014Detailed filing. Detailed filing data is available for this year.$0.98$0.00$0.98$0.03$0.02$0.01
2013Detailed filing. Detailed filing data is available for this year.$0.96$0.00$0.96$0.04$0.02$0.03
2012Summary only. Only limited summary data is available for this year.$0.92$0.00$0.92$0.03$0.01$0.02