Civic Intelligence

The Ough Charitable Trust

990 • Fiscal year 2019 • EIN 81-6080844

Jan 01, 2019 to Dec 31, 2019 • Filed on May 15, 2020

Organization ProfileN/A
320 Alpenglow LnLivingston, MT 59047

(406) 823-6710

Siviq Scores

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

Liabilities / Assets

15th percentile

0.00x

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

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Liabilities / Revenue

15th percentile

0.00x

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

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Net Margin

100th percentile

100%

Higher net margin than 100% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Top Officer Pay

94th percentile

$306,191

Higher top officer pay than 94% of similar nonprofits.

Top officer pay equals 185.7% of source-year revenue.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Asset Growth

78th percentile

18%

Faster asset growth than 78% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Revenue Growth

98th percentile

323%

Faster revenue growth than 98% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets15th percentile

Assets

Up

$1,005,188

Up $153,315 (+18%) from 2018

Net Assets

Up

$1,005,188

Up $153,315 (+18%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue15th percentileNet Margin100th percentile

Revenue

Up

$164,903

Up $125,901 (+323%) from 2018

Expenses

Down

$0

Down $54,874 (-100%) from 2018

Net Income

Up

$164,903

Up $180,775 (+1139%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth78th 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

2019

Assets$1,005,188
Liabilities$0
Net Assets$1,005,188
Open 2019 Filing

Operations Trend

Revenue Growth98th 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

2019

Revenue$164,903
Expenses$0
Net Income$164,903
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
May 15, 2020
Return Version
2019v5.1
Gross Receipts
$164,903
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.

For the benefit of Livingston HealthCare hospital and the community as a whole.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$851,873$1,005,188▲ $153,315
Total Assets$851,873$1,005,188▲ $153,315
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets With Donor Restrictions$851,873$1,005,188▲ $153,315
Total Net Assets Fund Balance$851,873$1,005,188▲ $153,315
Total Liabilities and Net Assets / Fund Balance$851,873$1,005,188▲ $153,315

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2019$851,873-▲ $153,315-$1,005,188
2018$919,852-▼ $13,105$50,000$851,873
2017$913,325-▲ $6,527-$919,852
2016$890,309-▲ $23,016-$913,325
2015$982,282-▼ $97,973-$884,309
Compensation and Service Providers
Top Officer Pay94th percentile

Employees

NameTitleOtherTotal
Deb AnczakDirector, LHC CEO$24,724$24,724

Board Members and Trustees

NameTitle
Deborah ErdmanBoard Chair
Bob GersackDirector
Denis PragerDirector
Joe PhelpsDirector
Joey LaneDirector
Mary Ann BeardenDirector
Melissa AtkinsonDirector
Michelle BeckerDirector
Anne DonahoeDirector (Jan-Jun)
Ruth WeissmanDirector (Jan-Jun)
Marcia McGrumDirector (Jul-Dec)
D Scott Coleman MDMedical Director
Steve WoodruffSecretary/Treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$164,903
Other Revenue
$0
Change in Net Assets
$164,903
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$0
Other Expenses$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0
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 35% controlled entity
No
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 Ough Charitable Trust is controlled by the Livingston Healthcare Foundation as sole Trustee.”

Form 990, Part VI, Section A, line 8B

“There are no committees that can act on behalf of the governing board.”

Form 990, Part VI, Section B, line 11B

“The board trustees review the draft of the Form 990 and approve it before filing.”

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

“The Ough Charitable Trust Board also serves as the Livingston Healthcare Foundation Board of Directors. While The Ough Charitable Trust does not have their own written policy, the Board follows the Foundation's COI policy. The Foundation COI policy covers Board Directors, Foundation staff, hospital administrative staff that work with Foundation and members of the Cabinet, a fundraising committee that consists of both board members and public volunteers. It is annually reviewed and completed by the Board members. If there is a potential conflict that individual must recuse themselves from the decisions related to the potential conflict. The determination of conflict is made by the board chair and any other member/officers/staff that the chair wishes to consult.”

Form 990, Part VI, Section C, line 19

“The organization makes its governing documents and financial statements available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
The Ough Charitable Trust
EIN
81-6080844
Phone
4068236710
Address
320 Alpenglow Ln, Livingston, MT 59047

Signing Officer

Name
Mary Ann Bearden
Title
Current Board Chair
Phone
4068236710
Signed
2020-05-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Mary Ann Bearden
Formed
1996
Legal Domicile
Mt
Voting Board Members
11
Independent Board Members
10
Employees
0
Volunteers
12

Preparer

Firm
Eide Bailly LLP
Address
800 Nicollet Mall Ste 1300, Minneapolis, MN 55402-7033
Preparer
Deb Nelson CPA
Phone
6122536500
Supplemental Narrative

Financial Statement Notes

Part V, Line 4:

“The intended use of the Ough's endowment funds is to further the charitable purpose of Livingston Healthcare Hospital.”

Raw XML AppendixShowing 400 of 475 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
IRS990/AccountantCompileOrReviewInd00
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0For the benefit of Livingston HealthCare hospital and the community as a whole.
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0Barbara Brandfass
IRS990/BooksInCareOfDetail/PhoneNum04068236710
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0320 Alpenglow Ln
IRS990/BooksInCareOfDetail/USAddress/CityNm0Livingston
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MN
IRS990/BooksInCareOfDetail/USAddress/ZIPCd059047
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt0164903
IRS990/CYOtherExpensesAmt00
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0164903
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt00
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0164903
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0The 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 Ough Trust holds the endowment of which the earnings are used to support the Livingston HealthCare purpose.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd00
IRS990/DonorAdvisedFundInd00
IRS990/DonorRestrictionNetAssetsGrp/BOYAmt0851873
IRS990/DonorRestrictionNetAssetsGrp/EOYAmt01005188
IRS990/DonorRstrOrQuasiEndowmentsInd01
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd00
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt541.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt61.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt71.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt81.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt916.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt1015.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt111.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt1240.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt131.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt00.01
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt10.08
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt20.01
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt30.08
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt40.01
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt50.01
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt60.08
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt70.01
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt80.01
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt90.01
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt100.01
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt110.01
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt120.01
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt130.01
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd10X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd11X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd12X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd13X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt522875
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt126408
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt130
IRS990/Form990PartVIISectionAGrp/PersonNm0Deborah Erdman
IRS990/Form990PartVIISectionAGrp/PersonNm1Steve Woodruff
IRS990/Form990PartVIISectionAGrp/PersonNm2Melissa Atkinson
IRS990/Form990PartVIISectionAGrp/PersonNm3Mary Ann Bearden
IRS990/Form990PartVIISectionAGrp/PersonNm4Michelle Becker
IRS990/Form990PartVIISectionAGrp/PersonNm5D Scott Coleman MD
IRS990/Form990PartVIISectionAGrp/PersonNm6Bob Gersack
IRS990/Form990PartVIISectionAGrp/PersonNm7Joey Lane
IRS990/Form990PartVIISectionAGrp/PersonNm8Joe Phelps
IRS990/Form990PartVIISectionAGrp/PersonNm9Denis Prager
IRS990/Form990PartVIISectionAGrp/PersonNm10Ruth Weissman
IRS990/Form990PartVIISectionAGrp/PersonNm11Anne Donahoe
IRS990/Form990PartVIISectionAGrp/PersonNm12Deb Anczak
IRS990/Form990PartVIISectionAGrp/PersonNm13Marcia McGrum
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt5283316
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt1218316
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/TitleTxt0Board Chair
IRS990/Form990PartVIISectionAGrp/TitleTxt1Secretary/Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt2Director
IRS990/Form990PartVIISectionAGrp/TitleTxt3Director
IRS990/Form990PartVIISectionAGrp/TitleTxt4Director
IRS990/Form990PartVIISectionAGrp/TitleTxt5Medical Director
IRS990/Form990PartVIISectionAGrp/TitleTxt6Director
IRS990/Form990PartVIISectionAGrp/TitleTxt7Director
IRS990/Form990PartVIISectionAGrp/TitleTxt8Director
IRS990/Form990PartVIISectionAGrp/TitleTxt9Director
IRS990/Form990PartVIISectionAGrp/TitleTxt10Director (Jan-Jun)
IRS990/Form990PartVIISectionAGrp/TitleTxt11Director (Jan-Jun)
IRS990/Form990PartVIISectionAGrp/TitleTxt12Director, LHC CEO
IRS990/Form990PartVIISectionAGrp/TitleTxt13Director (Jul-Dec)
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01996
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedInd00
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt0126336
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt011
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0126336
IRS990/GrossReceiptsAmt0164903
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt010
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt038567
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt038567
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0851873
IRS990/InvestmentsPubTradedSecGrp/EOYAmt01005188
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0MT
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt00
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd01
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd00
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0The 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.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt0851873
IRS990/NetAssetsOrFundBalancesEOYAmt01005188
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0126336
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0126336
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-11588
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0Mary Ann Bearden
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt050000
IRS990/PYInvestmentIncomeAmt039002
IRS990/PYOtherExpensesAmt04874
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0-15872
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt054874
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt039002
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0164903
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd01
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd00
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/OperateBenefitNonSuprtOrgInd00
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/PowerAppointMajorityDirTrstInd00
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0A supporting organization may be operated, supervised, or controlled by one or more publicly supported organizations within the meaning of section 509(a)(3)(B) even though its governing body is not comprised of representatives of the specified publicly supported organizations for whose benefit it is operated within the meaning of section 509(a)(3)(A). A supporting organization may be operated, supervised, or controlled by one ore more publicly supported organizations (within the meaning of section 509(a)(3)(B)) and be operated for the benefit of one or more different publicly supported organizations (within the meaning of section 509(a)(3)(A)) only if it can be demonstrated that the purposes of the form organizations are carried out by benefitting the latter organizations. Both Livingston Healthcare Foundation (Trustee) and The Ough Charitable Trust have the purpose to benefit Livingston Healthcare. As such, under IRC Section 1.509(a)-4(g)(1)(ii), the Livingston Healthcare Foundation can be in control of The Ough Charitable Trust even though Livingston Healthcare is the supported organization.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0Part IV, Section B, Line 1
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0810378200
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd03
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0Livingston HealthCare
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleA/SupportSumAmt00
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/BoardDesignatedBalanceEOYPct00.00000
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt0851873
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt01005188
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0153315
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/AdministrativeExpensesAmt04874
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt0919852
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt0851873
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-13105
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/OtherExpendituresAmt050000
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt0913325
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt0919852
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt06527
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt0890309
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt0913325
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt023016
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt0982282
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt0884309
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-97973
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct01.00000
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0The intended use of the Ough's endowment funds is to further the charitable purpose of Livingston Healthcare Hospital.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Part V, Line 4:
IRS990ScheduleD/TermEndowmentBalanceEOYPct00.00000
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleJ/AnyNonFixedPaymentsInd00
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd00
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd00
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990ScheduleJ/InitialContractExceptionInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt0283316
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt022875
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt0552
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0D Scott Coleman MD
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0Medical Director
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt0306743
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0The Ough Charitable Trust is controlled by the Livingston Healthcare Foundation as sole Trustee.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1There are no committees that can act on behalf of the governing board.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2The board trustees review the draft of the Form 990 and approve it before filing.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3The Ough Charitable Trust Board also serves as the Livingston Healthcare Foundation Board of Directors. While The Ough Charitable Trust does not have their own written policy, the Board follows the Foundation's COI policy. The Foundation COI policy covers Board Directors, Foundation staff, hospital administrative staff that work with Foundation and members of the Cabinet, a fundraising committee that consists of both board members and public volunteers. It is annually reviewed and completed by the Board members. If there is a potential conflict that individual must recuse themselves from the decisions related to the potential conflict. The determination of conflict is made by the board chair and any other member/officers/staff that the chair wishes to consult.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4The organization makes its governing documents and financial statements available to the public upon request.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section A, line 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section A, line 8b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section B, line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Section B, line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part VI, Section C, line 19
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd10
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd1N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0Livingston Healthcare Foundation
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt1Livingston Healthcare
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0810621997
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN1810378200
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(c)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt1501(c)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0MT
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd1MT
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0Supporting Livingston Healthcare programs
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt1Physician/Hospital Integrated Healthcare Organization
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0Line 7
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt1Line 3
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt0320 Alpenglow Lane
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt1504 S 13th Street
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0Livingston
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm1Livingston
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0MT
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd1MT
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd059047
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd159047
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/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,005,188
Liabilities
$0
Net assets
$1,005,188
Revenue
$164,903
Expenses
$0
Net income
$164,903
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
2019Detailed filing. Detailed filing data is available for this year.$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
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2019 filings • 501(c)3 • $1M-$5M nonprofits