philanthropy.org | 990 Resource | FAQ Verify yourself
Sign in

The Ough Charitable Trust FY2020 filing

Livingston, MTUnknown exempt organizationEIN 81-6080844Revenue $60K in FY2020

On file with the IRS320 Alpenglow Ln · Livingston, MT

Claim this org

(tell your story, add context, and more)

What claiming does How does your 990 look to donors? Take the 10-Question Audit

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

Mission: Form 990 Part I, line 1

Before you give

FY2020 · Form 990Independent: from IRS data, not the org
Download 990
Latest return
FY2021
latest Form 990
Concern: the latest return is for FY2021, 5 tax years back; more than 4 tax years.
IRS e-file · Filing history
Surplus or deficit
2 of 2
filings with a surplus
Average surplus $37K a year · 100% of revenue · last 2 filings
Looks good: a surplus in 2 of the last 2 filings.
Pt I · Ln 19 · 2 filings
Liabilities
$0
0% of total assets
Looks good: liabilities are 0% of assets; 50% or less.
Pt X · Ln 26
Independent board members
9
of 11 voting members
Looks good: 9 of 11 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$60K
Spent
$0
Net assets
$1.1M
By yearFY2020–FY2021
Revenue
$60K
FY2020
Tap a bar for its year
Revenue by fiscal year
FY2020$60K
FY2021$13K
Expenses
$0
FY2020
Tap a bar for its year
Expenses by fiscal year
FY2020$0
FY2021$0
Net assets
$1.1M
FY2020
Tap a bar for its year
Net assets by fiscal year
FY2020$1.1M
FY2021$0

From the FY2020 Form 990 · see the original

990 PDF Claim
You’re viewing the FY2020 filing — not the latest on file. See the latest (FY2021) →

Is it real?

Yes. Exemption reinstated (2010-06-15). Per the IRS revocation list. Latest filing on record: FY2021.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Who runs it and what they're paid

12 people listed on the 990.

Part VII, Section A · reportable compensation
D Scott Coleman MD
Medical Director
$0Pt VII · Sec A
Deb Anczak
Director, Lhc CEO
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
Steve Woodruff
Secretary/Treasurer
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
Bob Gersack
Director
$0Pt VII · Sec A
See The Ough Charitable Trust executive salaries →

On this list? Claim this org

Something off? Claim to add context

Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aNo

Programs and updates

Supports a local hospital and its community through various initiatives.

Questions for The Ough Charitable Trust

Tap to ask. The Ough Charitable Trust sees how many people are interested.

Your first name shows with your question. The Ough Charitable Trust answers here, for everyone.

Provided by the organization

Know this org? Add your story

1 program · in their own filed words · FY2020
01

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.

Pt IX · col B

By the numbers

The FY2020 990, line by line.

Download 990
from philanthropy.org
1The main four
Money inPt VIII
$60K
Ln 12
Investment incomeLn 3$60K
Money outPt IX
$0
Ln 25
Owns and owesPt X
$1.1M
net assets · Ln 32
Total assetsLn 16$1.1M
LiabilitiesLn 26$0
PeoplePt VI, VII
12
listed · VII A
PaidVII A0
Voting boardVI 1a11
IndependentVI 1b9
2In more detail
Revenue in detailPt VIII
Investment incomeLn 3$60K
Total revenueLn 12$60K
Assets in detailPt X, end of year
InvestmentsLn 11–13$1.1M
Total assetsLn 16$1.1M
LiabilitiesLn 26$0
Net assetsLn 32$1.1M
OperationsPt I, VI
EmployeesI 50
VolunteersI 610
Fiscal year endsHeaderDecember
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13No
Records policyVI 14No
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY20End FY20
InvestmentsLn 11–13$1.0M$1.1M
Total assetsLn 16$1.0M$1.1M
LiabilitiesLn 26$0$0
Net assetsLn 32$1.0M$1.1M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Total functional expensesLn 25$0$0$0$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2021 Latest $13K$0$13K$0 990 PDF
FY2020 Viewing $60K$0$60K$1.1M 990 PDF

More to add? Claim this org

Schedules filed Part IV

III · Programs R · Related orgs G · Fundraising L · Interested persons I · Grants O · Explanations
See the full FY2020 990 (6 parts)
Part I · Summary $60,269 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $0$0
I-9 Program service revenuePrior year $0$0
I-10 Investment incomePrior year $164,903$60,269
I-11 Other revenuePrior year $0$0
I-12 Total revenuePrior year $164,903$60,269
I-13 Grants and similar amounts paidPrior year $0$0
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $0$0
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $0$0
I-18 Total expensesPrior year $0$0
I-19 Revenue less expensesPrior year $164,903$60,269
Part VI · Governance 9 of 11 board members independent, 3 to look at
VI-1a Voting members of the governing body11
VI-1b Independent voting members9
VI-13 Written whistleblower policyNo
VI-14 Document retention and destruction policyNo
VI-15a Process for setting top official's payNo
VI-2 Family or business relationship among officers or directorsNo
VI-12a Written conflict of interest policyYes
Part VIII · Statement of revenue $60,269 across 2 lines filed
VIII-3 Investment incomeExcluded from tax $60,269$60,269
VIII-12 Total revenueRelated to mission $0 · Unrelated business $0 · Excluded from tax $60,269$60,269
Part IX · Statement of functional expenses $0 across 0 lines filed
IX-25 Total functional expensesPrograms $0 · Management $0 · Fundraising $0$0
Part X · Balance sheet $1,127,384 assets, 6 lines filed
X-11 Publicly traded securitiesStart of year $1,005,188$1,127,384
X-16 Total assetsStart of year $1,005,188$1,127,384
X-26 Total liabilitiesStart of year $0$0
X-28 Net assets with donor restrictionsStart of year $1,005,188$1,127,384
X-32 Total net assets or fund balancesStart of year $1,005,188$1,127,384
X-33 Total liabilities and net assetsStart of year $1,005,188$1,127,384
Part XI · Reconciliation of net assets $1,127,384 net assets at year end
XI-1 Total revenue$60,269
XI-2 Total expenses$0
XI-3 Revenue less expenses$60,269
XI-4 Net assets at start of year$1,005,188
XI-5 Net unrealized gains (losses) on investments$61,927
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$1,127,384

Form 990 e-file (XML) FY2020 from the IRS · Classification, formation year and address from the IRS Business Master File

Similar organizations you could support · Compare with another nonprofit

Names, privacy, and removal requests More

The names, titles, and compensation shown on this page are reproduced from IRS Form 990 filings, which are public records.

Philanthropy.org does not alter the content of those filings. All information appears exactly as reported by the filing organization for the tax year shown.

We publish only information contained in the public IRS filing — and less than the filing contains. Our profile pages do not display street addresses, telephone numbers, personal email addresses, or other personal contact information, even where the filing includes them.

Many people share the same name. A name shown on this page reflects only what one organization reported in one IRS filing for one tax year. It should not be interpreted as identifying any other individual with the same or a similar name.

If you are no longer affiliated with the organization, your name will generally stop appearing in future IRS filings once the organization no longer reports you. Pages for tax years in which you were reported remain published because those filings remain part of the public record.

Philanthropy.org does not alter or remove IRS filing records. Removing a page from this website would not remove the underlying IRS filing, which remains publicly available from the IRS and other publishers of the same information.

If you believe the IRS filing itself is inaccurate, corrections must be made by the filing organization or the IRS directly.

Your org? Add context

Made it to the end? Claim this org

All figures are derived from public IRS Form 990 filings and are presented without evaluation of any organization. philanthropy.org does not rate, score, or rank organizations, including the pay comparisons above.