2026-05-08T15:43:31-05:00 2025-06-30 450250958 Eide Bailly LLP 4585 Coleman St Ste 200 Bismarck ND 58503 990 2024-07-01 810621997 Livingston Healthcare Foundation LIVI 4068236256 320 Alpenglow Lane Livingston MT 590473727 Bruce Whitfield LH CEO 4068236256 2026-05-08 1 1 Lisa Chaffee CPA P00193453 7012551091 2026-03-27 2024 2025-03-06 01:10:19Z Bruce Whitfield 320 Alpenglow Lane Livingston MT 590473727 1464045 0 X www.livingstonhealthcare.org X 2003 MT To advance the health and wellness of our community by financially supporting the programs, services and capital equipment needs of Livingston Healthcare. 9 8 0 19 0 0 486324 840359 0 0 269383 623686 0 0 755707 1464045 301781 841517 0 0 0 0 0 0 0 0 0 301781 841517 453926 622528 7089874 7975956 0 0 7089874 7975956 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. 0 0 841517 841517 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. 841517 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 9 8 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 0 0 0 X X Deborah Evans-Small 4068236620 320 Aplenglow Lane Livingston MT 590473727 Joey Lane Chair 2.00 X X 0 0 0 Beth Ridgeway Vice Chair 1.00 X X 0 0 0 Mark Pesa Treasuruer 1.00 X X 0 0 0 Jim Lincoln Secretary 1.00 X X 0 0 0 Stephanie Cunningham Director 1.00 X 0 0 0 Jennifer Stevane Director as of 1.1.25 1.00 X 0 455356 24550 Ellie Summers Director 1.00 X 0 0 0 Joyce Gates Director as of 1.1.25 1.00 X 0 0 0 Cliff David Director 1.00 X 0 0 0 Dr Caroline Pihl Director until 12.5.24 1.00 X 0 352135 52775 Jessica Wilcox Executive Director 40.00 X 0 111862 24427 0 919353 101752 0 0 1 0 0 840359 840359 207676 207676 416010 0 416010 416010 416010 1464045 0 0 623686 X 833612 833612 7905 7905 841517 841517 0 0 1008247 150041 77213 115689 47995 0 5956419 7710226 7089874 7975956 0 0 X 1538742 1932456 5551132 6043500 7089874 7975956 7089874 7975956 X 622528 255419 8135 X 0 1 X 1 0 X 1332815 614786 411484 486324 840359 3685768 1332815 614786 411484 486324 840359 3685768 1620394 2065374 67899 79655 222537 269383 207676 847150 4532918 0.45560 0.45520 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 5956419 64000 1689807 7710226 5051438 55277 849704 5956419 4631565 35258 384615 5051438 5150614 3750 -522799 4631565 3021307 1357828 771479 5150614 0.60000 0.40000 0.00000 0 0 0 X Part V, Line 4: The organization has adopted investment and spending policies for endowment assets that attempt to provide a predictable stream of funding to programs supported by its endowment while seeking to maintain the purchasing power of the endowment assets. Endowment assets include those assets of donor-restricted funds that the organization must hold in perpetuity or for a donor-specified period(s) as well as board-designated funds. Part X, Line 2: The Foundation believes that it has appropriate support for any tax positions taken affecting its annual filing requirements, and as such, does not have any uncertain tax positions that are material to the consolidated financial statements. The Foundation would recognize future accrued interest and penalties related to unrecognized tax benefits and liabilities in income tax expense if such interest and penalties are incurred. 1 Livingston Healthcare 320 Alpenglow Ln Livingston MT 59047 810378200 501(c)(3) 833612 0 Mission; Programs 1 0 Hospital and Transportation 5 7905 Part I, Line 2: The Livingston HealthCare Foundation allows the utilization of funds for the greatest needs of individual patients. The Hospice Fund provides up to $5,000 per individual in financial patient assistance. The allocation of funds requires the Hospice manager, Livingston Healthcare (LHC) CEO, and Foundation Executive Director's approval before being dispersed. The LHC Foundation also supports non-hospice patient financial support and requires a recommendation from the department manager/case manager/attending physcian, Chief Nursing Officer, Chief Executive Officer and Foundation Executiove Director approval. Examples of financial support to an individual patient: transport expenses for out-of-state care. The funds for patient assistance are paid directly to a supporting organization. 0 0 0 0 0 0 0 0 0 Jennifer Stevane Director as of 1.1.25 0 454618 0 0 0 738 0 13617 0 21741 0 490714 0 0 Dr Caroline Pihl Director until 12.5.24 0 351649 0 486 0 0 0 22122 0 33770 0 408027 0 0 Part II, Related Organization Compensation: The compensation from a related organization reported on Part II for Dr. Caroline Pihl and Jennifer Stevane is solely for services to Livingston Healthcare. Form 990, Part VI, Section A, line 1a The Executive Committee shall consist of the Board Chair, Vice Chair, Secretary, Treasurer, Executive Director, Chief Executive Officer of the Member, and immediate past Chair if he or she continues serving as a director, plus additional directors, in the discretion of the Board. The Executive Committee is authorized to transact the business of the Board of Directors in the interim between meetings of the Board, and shall present all records and actions to the Board for ratification at its next meeting. Form 990, Part VI, Section A, line 6 Sole member of the organization is Livingston Healthcare, a Montana nonprofit corporation. Form 990, Part VI, Section A, line 7a Livingston Healthcare, the sole member, appoints all of the directors of the Foundation. Form 990, Part VI, Section A, line 7b The Member has the power to: a. appoint all directors of the Corporation, b. remove any directors, c. approve nominees for the appointment of Executive Director of the Corporation, d. approve all amendments to the Corporation's articles of incorporation and bylaws, e. approve all plan to sell, lease and dispose of substantially all of the corporation's assets, f. approve any plan of dissolution or liquidation of the Corporation, and g. choose the independent certified public accounting firm to audit the books, records, and financial statements of the Corporation in conjunction with the audit of the Member. Form 990, Part VI, Section B, line 11b The Form 990 was reviewed and approved by the Finance Committee. The board of directors were provided a copy of the Form 990 prior to filing with the IRS. Form 990, Part VI, Section B, line 12c The COI policy covers Board Directors, Foundation staff, hospital administrative staff that work with Foundation and members of the Capital Campaign Committee, 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, conflict of interest policy, and financial statements available to the public upon request. Form 990, Part IX, Expenses: The related organization, Livingston Healthcare (LHC), paid $342,623 of operating expenses on behalf of the Foundation. The Foundation does not reimburse LHC for these expenses. Form 990, Part XI, line 9: Uncollectible Pledges from Campaign 19,466. Audit Adjustment to Net Assets -11,331. Form 990, Part VII, Related Organization Compensation: The compensation from a related organization reported on Part VII for Dr. Caroline Pihl and Jennifer Stevane is solely for services to Livingston Healthcare. Livingston Healthcare 320 Alpenglow Lane Livingston MT 59047 810378200 Physician/Hospital Integrated Healthcare Organization MT 501(c)(3) Line 3 N/A 0 0 1 0 0 0 0 0 0 0 0 0 1 0 1 1 1 0 0 1