Nonprofit · EIN 81-0621997
LIVINGSTON HEALTHCARE FOUNDATION
Tax-exempt · LIVINGSTON, MT 59047
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $1,464,045 | $841,517 | $622,528 | $7,975,956 | $0 | $7,975,956 |
| June 30, 2024 | 990 | $755,707 | $301,781 | $453,926 | $7,089,874 | $0 | $7,089,874 |
| June 30, 2023 | 990 | $634,021 | $502,557 | $131,464 | $6,264,775 | $0 | $6,264,775 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $840,359
- Program service revenue
- $0
- Investment income
- $623,686
- Net gain from sales of assets
- $416,010
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $841,517
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Program services (functional)
- $841,517
Balance sheet and other
- Total assets, start of year
- $7,089,874
- Total assets, end of year
- $7,975,956
- Total liabilities, end of year
- $0
- Net assets, end of year
- $7,975,956
- Publicly traded securities
- $7,710,226
- Net assets without donor restrictions
- $1,932,456
- Net assets with donor restrictions
- $6,043,500
- Gross receipts
- $1,464,045
- Employees
- 0
- Volunteers
- 19
- Year formed
- 2003
- State of legal domicile
- MT
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| Jennifer Stevane | Director as of 1.1.25 Trustee or director | 1 | $0 | $455,356 | $24,550 |
| Dr Caroline Pihl | Director until 12.5.24 Trustee or director | 1 | $0 | $352,135 | $52,775 |
| Jessica Wilcox | Executive Director Officer | 40 | $0 | $111,862 | $24,427 |
| Joey Lane | Chair Trustee or director, Officer | 2 | $0 | $0 | $0 |
| Beth Ridgeway | Vice Chair Trustee or director, Officer | 1 | $0 | $0 | $0 |
| Mark Pesa | Treasuruer Trustee or director, Officer | 1 | $0 | $0 | $0 |
| Jim Lincoln | Secretary Trustee or director, Officer | 1 | $0 | $0 | $0 |
| Stephanie Cunningham | Director Trustee or director | 1 | $0 | $0 | $0 |
| Ellie Summers | Director Trustee or director | 1 | $0 | $0 | $0 |
| Joyce Gates | Director as of 1.1.25 Trustee or director | 1 | $0 | $0 | $0 |
| Cliff David | Director Trustee or director | 1 | $0 | $0 | $0 |
990 for the year ended June 30, 2024: 12 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| Dr Caroline Pihl | Director Trustee or director | 1 | $0 | $249,170 | $37,638 |
| Jessica Wilcox | Executive Director Officer | 40 | $0 | $97,369 | $21,087 |
| Steve Woodruff | Chair Trustee or director, Officer | 10 | $0 | $0 | $0 |
| Joey Lane | Vice Chair Trustee or director, Officer | 1 | $0 | $0 | $0 |
| Bob Gersack | Treasuruer Trustee or director, Officer | 1 | $0 | $0 | $0 |
| Pat Gilligan | Secretary (Until 4/3/2024) Trustee or director, Officer | 1 | $0 | $0 | $0 |
| Beth Ridgeway | Director Trustee or director | 1 | $0 | $0 | $0 |
| Stephanie Cunningham | Director Trustee or director | 1 | $0 | $0 | $0 |
| Jim Lincoln | Director Trustee or director | 1 | $0 | $0 | $0 |
| Ellie Summers | Director (Beg 12/11/2023) Trustee or director | 1 | $0 | $0 | $0 |
| Mark Pesa | Director (Beg 12/11/2023) Trustee or director | 1 | $0 | $0 | $0 |
| Cliff David | Director (Beg 3/7/2023) Trustee or director | 1 | $0 | $0 | $0 |
990 for the year ended June 30, 2023: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Steve Woodruff | Chair Trustee or director, Officer | 10 | $0 |
| Joey Lane | Vice Chair Trustee or director, Officer | 1 | $0 |
| Bob Gersack | Treasuruer Trustee or director, Officer | 1 | $0 |
| Pat Gilligan | Secretary Trustee or director, Officer | 1 | $0 |
| Jessica Wilcox - Foundation | Executive Director starting Feb '23 Officer | 40 | $0 |
Address and contacts
- Address (IRS master file)
- 320 ALPENGLOW LN, LIVINGSTON, MT 59047-8506
- In care of
- % SAM PLESHAR
- Principal officer (990 for 2024)
- Bruce Whitfield, 320 Alpenglow Lane, Livingston, MT 590473727
- Signed the 990
- Bruce Whitfield, LH CEO
- Phone
- (406) 823-6256
- Website
- www.livingstonhealthcare.org
- Return prepared by
- Eide Bailly LLP
Mission
The mission of Livingston Healthcare Foundation is to advance the health and wellness of our community by financially supporting the programs, services, and capital equipment needs of Livingston Healthcare.
Program accomplishments
- The purpose of the Foundation is to solicit and receive gifts and to distribute them to Livingston Healthcare (LHC), an affiliated 501(c)(3) supported organization, to further charitable activities related to LHC.The LHC Foundation contributed a total of $833,612 to LHC through all programs and campaigns to support equipment needs, operations, and services.Expenses $841,517 · grants $841,517
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 81-0621997
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 2004
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Human services (P50)
- Assets (IRS master file)
- $7,975,956
- Income (IRS master file)
- $1,464,045
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $1,464,045 | $841,517 | $7,975,956 | IRS |
| 990 | June 2024 | $755,707 | $301,781 | $7,089,874 | IRS |
| 990 | June 2023 | $634,021 | $502,557 | $6,264,775 | XML |
| 990 | June 2022 | $709,860 | $64,896 | $6,086,652 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 81-0621997).
Questions about LIVINGSTON HEALTHCARE FOUNDATION
- What is the EIN of LIVINGSTON HEALTHCARE FOUNDATION?
- The employer identification number (EIN) of LIVINGSTON HEALTHCARE FOUNDATION is 81-0621997.
- Is LIVINGSTON HEALTHCARE FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2004.
- Are donations to LIVINGSTON HEALTHCARE FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does LIVINGSTON HEALTHCARE FOUNDATION file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of LIVINGSTON HEALTHCARE FOUNDATION due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did LIVINGSTON HEALTHCARE FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of LIVINGSTON HEALTHCARE FOUNDATION?
- The 990 for the year ended June 30, 2025 names Bruce Whitfield.
- Who are the officers and directors of LIVINGSTON HEALTHCARE FOUNDATION?
- The 990 for the year ended June 30, 2025 lists 11 people; 0 received compensation from the organization.
- How much revenue does LIVINGSTON HEALTHCARE FOUNDATION have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $1,464,045, expenses of $841,517 and total assets of $7,975,956 at year end.
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