2020-11-11T19:15:51-06:00 2020-06-30 410746749 CLIFTONLARSONALLEN LLP 10700 NORTHUP WAY SUITE 200 BELLEVUE WA 98004 990 2019-07-01 824366126 IMMANUEL FOUNDATION IMMA 4067529243 185 CRESTLINE AVENUE KALISPELL MT 59901 HEIDI HICKETHIER FOUNDATION DIRECTOR 4067529243 2020-11-09 1 KURT BENNION CPA P01469618 4252506100 2020-11-09 67.137.57.251 2020-11-09 18:53:55 PS P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 B236117B9166D2F893B54FD65EE150CAF84F9165 2019 2021-01-29 14:40:06Z JASON CRONK 185 CRESTLINE AVENUE KALISPELL MT 59901 409722 0 X WWW.IMMANUELFOUNDATION.ORG X 2018 MT TO CULTIVATE AND SECURE CHARITABLE GIFTS FOR IMMANUEL LUTHERAN COMMUNITIES. 9 9 0 200 0 0 0 399206 0 0 0 6366 0 4150 0 409722 0 89493 0 0 0 0 0 0 0 0 2500 0 91993 0 317729 0 317394 0 4450 0 312944 TO CULTIVATE AND SECURE CHARITABLE GIFTS SO THAT IMMANUEL LUTHERAN COMMUNITIES CAN PROVIDE SAFE HOMES IN VIBRANT COMMUNITIES FOR MONTANA'S SENIORS IN NEED. 0 0 91993 89493 0 THE FOUNDATION PROVIDES SERVICES TO, AND HOLDS ASSETS IN SUPPORT OF, IMMANUEL LUTHERAN COMMUNITIES. 91993 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 1 0 0 0 X 9 9 0 1 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 0 0 0 X TERYN WALDENBERG 4067529612 185 CRESTLINE AVENUE KALISPELL MT 59901 JASON CRONK CEO 2.00 38.00 X 0 232205 14700 TERYN WALDENBERG CFO & INTERIM TREASURER 2.00 38.00 X 0 103283 1062 HEIDI HICKETHIER FOUNDATION DIRECTOR 40.00 0.00 X 0 86539 680 CANDY VANFRACHEN BOARD MEMBER 1.00 40.00 X 0 55006 3443 KELLY RIEKE PRESIDENT 1.00 0.00 X X 0 0 0 GINI OGLE VICE PRESIDENT 1.00 0.00 X X 0 0 0 LAURA WHITE SECRETARY 1.00 0.00 X X 0 0 0 STAN PINE BOARD MEMBER & TREASURER 1.00 0.00 X X 0 0 0 JIM HEIM BOARD MEMBER 1.00 1.00 X 0 0 0 MARGIE SIMPSON BOARD MEMBER 1.00 0.00 X 0 0 0 DEBBIE SNYDER BOARD MEMBER 1.00 0.00 X 0 0 0 JOE UNTERREINER BOARD MEMBER 1.00 0.00 X 0 0 0 0 477033 19885 0 0 1 0 0 49668 349538 12423 399206 3976 3976 2390 0 2390 2390 2390 4150 49668 0 4150 4150 409722 0 0 10516 89128 89128 365 365 OTHER EXPENSES 2500 2500 91993 91993 0 0 190087 127307 0 317394 0 4450 0 4450 X -1948 314892 0 312944 0 317394 317729 -4785 0 X 0 1 X 1 0 X X X 1 IMMANUEL LUTHERAN COMMUNITIES 810247706 10 1 75143 0 1 75143 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 4450 4450 X 90045 89679 89679 366 409356 409356 409722 91993 0 91993 0 91993 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. PART XI, LINE 2D - OTHER ADJUSTMENTS: NET ASSETS RELEASED FROM RESTRICTIONS FOR OPERATIONS 89,679. PART XI, LINE 4B - OTHER ADJUSTMENTS: CONTRIBUTIONS WITH DONOR RESTRICTIONS 403,356. INVESTMENT INCOME WITH DONOR RESTRICTIONS 6,000. WINTER GALA 53818 49668 4150 53818 49668 4150 4150 1 IMMANUEL LUTHERAN COMMUNITIES 185 CRESTLINE AVENUE KALISPELL MT 59901 810247706 501(C)(3) 89128 SUPPORT SPECIAL PROJECTS AND NEEDS, INCLUDING RESIDENT AND EMPLOYEE SUPPORT AND CAMPUS ENHANCEMENTS. 1 0 PART I, LINE 2: ALL TRANSFERS ARE TO IMMANUEL LUTHERAN COMMUNITIES, THE SUPPORTED ORGANIZATION. COMMON MANAGEMENT AND BOARD MEMBERS ENSURE ALL TRANSFERRED FUNDS ARE USED APPROPRIATELY. 0 0 0 0 0 0 0 0 0 JASON CRONK CEO 0 232205 0 0 0 0 0 0 0 14700 0 246905 0 0 PART I, LINE 3 THE CEO'S COMPENSATION IS DETERMINED BY IMMANUEL LUTHERAN COMMUNITIES, THE SUPPORTED ORGANIZATION. THE FOLLOWING WERE USED BY IMMANUEL LUTHERAN COMMUNITIES IN DETERMINING THE CEO'S COMPENSATION: A) WRITTEN EMPLOYMENT CONTRACT B) COMPENSATION SURVEY OR STUDY C) APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE FORM 990, PART VI, SECTION A, LINE 3 ALL MANAGEMENT SERVICES ARE PROVIDED BY EMPLOYEES OF IMMANUEL LUTHERAN COMMUNITIES, THE SUPPORTED ORGANIZATION. FORM 990, PART VI, SECTION A, LINE 6 IMMANUEL LUTHERAN COMMUNITIES 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 LUTHERAN COMMUNITIES. FORM 990, PART VI, SECTION A, LINE 7B IN ADDITION OT 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 PRIOR TO FILING, THE FORM 990 WAS REVIEWED BY THE CFO, CEO AND FOUNDATION DIRECTOR AND A COPY WAS PROVIDED TO THE BOARD OF DIRECTORS. 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 LUTHERAN COMMUNITIES' 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. IMMANUEL LUTHERAN COMMUNITIES 185 CRESTLINE AVENUE KALISPELL MT 59901 810247706 LIFE PLAN COMMUNITY MT 501(C)(3) LINE 10 N/A 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0