2024-05-09T09:25:53-05:00 2023-06-30 410746749 CLIFTONLARSONALLEN LLP 8390 EAST CRESCENT PARKWAY SUITE 300 GREENWOOD VILLAGE CO 80111 990 2022-07-01 824366126 IMMANUEL FOUNDATION IMMA 4067529243 185 CRESTLINE AVENUE KALISPELL MT 59901 HEIDI HICKETHIER FOUNDATION DIRECTOR 4067529243 2024-05-08 1 HEIDI HICKETHIER XXX-XX-XXXX 1 SARAH HINTZ P00492291 3037795710 2024-05-06 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z JASON CRONK 185 CRESTLINE AVENUE KALISPELL MT 59901 860294 0 X WWW.IMMANUELFOUNDATION.ORG X 2018 MT TO CULTIVATE AND SECURE CHARITABLE GIFTS FOR IMMANUEL LIVING. 12 12 0 60 0 0 372541 832693 0 0 6431 9217 -4281 -7649 374691 834261 171436 549467 0 0 0 0 0 0 0 0 0 171436 549467 203255 284794 641758 981176 4258 41777 637500 939399 TO CULTIVATE AND SECURE CHARITABLE GIFTS SO THAT IMMANUEL LIVING CAN PROVIDE SAFE HOMES IN VIBRANT COMMUNITIES FOR MONTANA'S SENIORS IN NEED. 0 0 549467 549467 0 THE FOUNDATION PROVIDES SERVICES TO, AND HOLDS ASSETS IN SUPPORT OF, IMMANUEL LIVING ("IL"). 549467 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 1 0 0 0 0 0 0 1 0 0 1 0 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 1 1 0 0 0 0 0 0 X 12 12 0 1 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 0 0 0 X TERYN WALDENBERG 4063004922 185 CRESTLINE AVE KALISPELL MT 59901 JASON CRONK CEO 2.00 38.00 X 0 304028 27204 TERYN WALDENBERG CFO 2.00 38.00 X 0 180633 14422 CARLA WILTON COO 2.00 38.00 X 0 172597 23379 HEIDI HICKETHIER FOUNDATION DIRECTOR 40.00 0.00 X 0 106366 19603 TAMI KREITINGER CHAIR 1.00 0.00 X X 0 0 0 LAURA WHITE VICE CHAIR 1.00 0.00 X X 0 0 0 STAN PINE TREASURER 1.00 0.00 X X 0 0 0 DEBBIE SNYDER SECRETARY 1.00 0.00 X X 0 0 0 KIRSTEN CAIN SMITH DIRECTOR 1.00 0.00 X 0 0 0 PETER FUSARO DIRECTOR 1.00 0.00 X 0 0 0 CONNIE HITCHCOCK DIRECTOR 1.00 0.00 X 0 0 0 GINI OGLE DIRECTOR 1.00 0.00 X 0 0 0 CALVIN PIPPIN DIRECTOR 1.00 0.00 X 0 0 0 KELLY RIEKE DIRECTOR 1.00 0.00 X 0 0 0 MARY WILKINSON DIRECTOR 1.00 0.00 X 0 0 0 JUDY WINDAUER IL BOARD LIAISON 1.00 1.00 X 0 0 0 0 763624 84608 0 0 1 0 0 70229 3550 758914 13044 832693 8390 8390 827 0 827 827 827 18384 70229 26033 -7649 -7649 834261 0 0 1568 549467 549467 549467 549467 0 0 475638 261377 166120 719799 641758 981176 37519 4258 4258 4258 41777 X -2717 -2717 640217 942116 637500 939399 641758 981176 284794 17105 0 X X 0 1 X 1 0 X X X 1 IMMANUEL LIVING 810247706 10 1 549467 0 1 549467 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 DUE TO RELATED ORGANIZATION 1950 PAYABLE TO ANNUITY BENEFICIARY 2308 4258 X PART X, LINE 2: THE FOUNDATION IS ORGANIZED AS A MONTANA NONPROFIT CORPORATION AND HAS BEEN RECOGNIZED BY THE IRS AS EXEMPT FROM FEDERAL AND STATE INCOME TAXES UNDER INTERNAL REVENUE CODE SECTION 501(C)(3). THE FOUNDATION IS ANNUALLY REQUIRED TO FILE A RETURN OF ORGANIZATION EXEMPT FROM INCOME TAX (FORM 990) WITH THE IRS. IN ADDITION, THE FOUNDATION IS SUBJECT TO INCOME TAX ON NET INCOME THAT IS DERIVED FROM BUSINESS ACTIVITIES THAT ARE UNRELATED TO ITS EXEMPT PURPOSE. THE FOUNDATION BELIEVES IT HAS 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 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. WINTER GALA 88613 70229 18384 13044 5637 7352 88613 70229 18384 13044 5637 7352 26033 -7649 1 IMMANUEL LIVING 185 CRESTLINE AVENUE KALISPELL MT 59901 810247706 501(C)(3) 549467 0 N/A N/A SUPPORT SPECIAL PROJECTS AND NEEDS, INCLUDING RESIDENT AND EMPLOYEE SUPPORT AND CAMPUS ENHANCEMENTS. 1 0 PART I, LINE 2: ALL TRANSFERS ARE TO IMMANUEL LIVING, THE SUPPORTED ORGANIZATION. COMMON MANAGEMENT AND BOARD MEMBERS ENSURE ALL TRANSFERRED FUNDS ARE USED APPROPRIATELY. FUNDS ARE TRACKED AND MATCHED WITH INVOICES. 0 0 0 0 0 0 0 0 0 JASON CRONK CEO 0 304028 0 0 0 0 0 11244 0 15960 0 331232 0 0 TERYN WALDENBERG CFO 0 180633 0 0 0 0 0 7456 0 6966 0 195055 0 0 CARLA WILTON COO 0 163297 0 9300 0 0 0 6959 0 16420 0 195976 0 0 PART I, LINE 3 THE CEO'S COMPENSATION IS DETERMINED BY IMMANUEL LIVING, THE SUPPORTED ORGANIZATION. THE FOLLOWING WERE USED BY IMMANUEL LIVING IN DETERMINING THE CEO'S COMPENSATION: A) COMPENSATION SURVEY OR STUDY B) APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE FORM 990, PART VI, SECTION A, LINE 1A THE BOARD MAY ESTABLISH FROM TIME TO TIME SUCH STANDING AND SPECIAL COMMITTEES AS IT SHALL DEEM NECESSARY FOR THE CONDUCT OF THE CORPORATION'S AFFAIRS, UNLESS THE COMMITTEE MEMBERSHIP IS OTHERWISE SPECIFIED BY THESE BYLAWS, THE PRESIDENT SHALL APPOINT THE COMMITTEE MEMBERS PROVIDED, HOWEVER, THAT ALL COMMITTEE MEMBERS MUST BE APPROVED BY MAJORITY VOTE OF THE BOARD OF DIRECTORS. ALL COMMITTEES SHALL KEEP MINUTES OF THEIR MEETINGS AND SUBMIT THE MINUTES TO THE BOARD, THE MEMBERS OF ANY SUCH COMMITTEES SHALL SERVE AT THE PLEASURE OF THE BOARD. THE EXECUTIVE COMMITTEE SHALL CONSIST OF NOT LESS THAN THREE (3) DIRECTORS, INCLUDING THE PRESIDENT OF THE BOARD AND OTHER OFFICERS OF THE BOARD. THE PRESIDENT SHALL SERVE AS CHAIRPERSON OF THE EXECUTIVE COMMITTEE. THE EXECUTIVE COMMITTEE SHALL SERVE DURING PERIODS WHEN THE BOARD IS NOT IN SESSION AND IF AUTHORIZED BY THE BOARD, MAY TAKE SUCH ACTION AS MAY BE NECESSARY ON BEHALF OF THE CORPORATION. FORM 990, PART VI, SECTION A, LINE 3 ALL MANAGEMENT SERVICES ARE PROVIDED BY EMPLOYEES OF IMMANUEL LIVING, THE SUPPORTED ORGANIZATION. FORM 990, PART VI, SECTION A, LINE 6 IMMANUEL LIVING IS THE SOLE MEMBER OF IMMANUEL FOUNDATION. FORM 990, PART VI, SECTION A, LINE 7A THE DIRECTORS ARE APPOINTED BY THE BOARD OF DIRECTORS OF IMMANUEL LIVING. FORM 990, PART VI, SECTION A, LINE 7B IN ADDITION TO HAVING ALL RIGHTS THAT ARE GRANTED TO MEMBERS BY THE MONTANA NONPROFIT CORPORATION ACT, THE FOLLOWING ACTIONS OF THE BOARD OF DIRECTORS MUST BE APPROVED BY THE CORPORATE MEMBER, PRIOR TO THE ACTION BEING EFFECTIVE. (A) ANY AMENDMENT TO THE FOUNDATION'S STATEMENTS OF MISSION, PHILOSOPHY, POLICY, AND/OR PURPOSE; (B) ANY AMENDMENT TO THE FOUNDATION'S ARTICLES OF INCORPORATION; (C) ANY AMENDMENT TO THE FOUNDATION'S BYLAWS; (D) THE CREATION OF NEW OR DISCONTINUATION OF EXISTING PROGRAMS; (E) ANY CHANGE IN THE NUMBER OF DIRECTORS; (F) THE FOUNDATION'S ANNUAL BUDGET PRESENTED BY THE BOARD OF DIRECTORS; (G) ANY CHANGE TO THE INVESTMENT POLICY FOR ALL OF THE FOUNDATION'S FUNDS; (H) ANY UNBUDGETED EXPENDITURE IN EXCESS OF $10,000; (I) ANY SALE, LEASE OR MORTGAGE OF THE FOUNDATION'S REAL PROPERTY OR ANY OF ITS PERSONAL PROPERTY WITH A VALUE OF $10,000 OR MORE; AND (J) ANY FORMAL AFFILIATION, MERGER, CONSOLIDATION, OR DISSOLUTION. FORM 990, PART VI, SECTION B, LINE 11B 990 IS REVIEWED BY CEO, CFO, DIRECTOR OF FOUNDATION, FOUNDATION BOARD TREASURER AND IL BOARD TREASURER PRIOR TO FILING. COPY OF 990 IS SENT TO ALL BOARD MEMBERS PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION HAS A CONFLICT OF INTEREST POLICY THAT APPLIES TO BOARD MEMBERS ONLY. POTENTIAL BOARD MEMBERS ARE SCREENED FOR ANY CONFLICTS OF INTEREST BEFORE BEING NOMINATED TO FILL SEATS ON THE BOARD. NEW BOARD MEMBERS ARE ORIENTED PRIOR TO ASSUMING THEIR ROLES ON THE BOARD. ALL BOARD MEMBERS ARE REQUIRED TO COMPLETE A CONFLICT OF INTEREST FORM ANNUALLY. THE EXECUTIVE COMMITTEE OF IMMANUEL LIVING'S BOARD REVIEWS THE COMPLETED FORMS FOR COMPLIANCE. BOARD MEMBERS WITH CONFLICTING ISSUES MUST ABSTAIN FROM DISCUSSIONS AND VOTES ON THE ISSUE. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. FORM 990, PART XII, LINE 2C: THE PROCESS FOR OVERSIGHT AND SELECTION OF AN INDEPENDENT ACCOUNTANT HAS NOT CHANGED FROM THE PRIOR YEAR. IMMANUEL LIVING 185 CRESTLINE AVENUE KALISPELL MT 59901 810247706 LIFE PLAN COMMUNITY MT 501(C)(3) LINE 10 N/A 0 0 1 1 0 1 0 0 0 0 0 0 0 0 1 1 0 0 0 0