IMMANUEL LIVING AT BUFFALO HILL: Form 990, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- IMMANUEL LIVING AT BUFFALO HILL (EIN 81-0247706)
- Tax period
- 2024-07-01 to 2025-06-30
- Filed
- 2026-05-05
- IRS object ID
- 202631259349303278
- Schema version
- 2024v5.5
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule I
- Schedule J
- Schedule K
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-05T16:56:49-05:00 | ReturnTs |
| Tax Period End | 2025-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 410746749 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLIFTONLARSONALLEN LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10700 NORTHUP WAY SUITE 200 | AddressLine1Txt |
| City | BELLEVUE | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98004 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2024-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 810247706 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | IMMANUEL LIVING AT BUFFALO HILL | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | IMMA | BusinessNameControlTxt |
| Phone | 4067529612 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 185 CRESTLINE AVENUE | AddressLine1Txt |
| City | KALISPELL | CityNm |
| State Abbreviation | MT | StateAbbreviationCd |
| ZIP | 59901 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | TERYN WALDENBERG | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Phone | 4067529612 | PhoneNum |
| Signature | 2026-05-05 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KURT BENNION CPA | PreparerPersonNm |
| PTIN | P01469618 | PTIN |
| Phone | 4252506100 | PhoneNum |
| Preparation | 2026-04-27 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Change | Yes (X) | NameChangeInd |
Doing Business As Name DoingBusinessAsName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | IMMANUEL SKILLED CARE CENTER | BusinessNameLine1Txt |
| Business Name Line2 | OF KALISPELL MONTANA | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | JASON CRONK | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 185 CRESTLINE AVENUE | AddressLine1Txt |
| City | KALISPELL | CityNm |
| State Abbreviation | MT | StateAbbreviationCd |
| ZIP | 59901 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $87,613,625 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Group Exemption | 9386 | GroupExemptionNum |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.ILCORP.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1953 | FormationYr |
| Legal Domicile State | MT | LegalDomicileStateCd |
| Activity Or Mission | TO CREATE VIBRANT COMMUNITIES, MEANINGFUL RELATIONSHIPS AND PURPOSEFUL LIVING. | ActivityOrMissionDesc |
| Voting Members Governing Body | 12 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 12 | VotingMembersIndependentCnt |
| Total Employee | 554 | TotalEmployeeCnt |
| Total Volunteers | 14 | TotalVolunteersCnt |
| Total Gross UBI | $976,164 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $1,847,765 | PYContributionsGrantsAmt |
| CY Contributions Grants | $601,704 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $26,888,741 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $29,739,082 | CYProgramServiceRevenueAmt |
| PY Investment Income | $2,037,588 | PYInvestmentIncomeAmt |
| CY Investment Income | $873,292 | CYInvestmentIncomeAmt |
| PY Other Revenue | $559,706 | PYOtherRevenueAmt |
| CY Other Revenue | $1,316,646 | CYOtherRevenueAmt |
| PY Total Revenue | $31,333,800 | PYTotalRevenueAmt |
| CY Total Revenue | $32,530,724 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $19,238 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $68,451 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $17,786,112 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $20,456,545 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $506,900 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $14,572,025 | PYOtherExpensesAmt |
| CY Other Expenses | $13,701,309 | CYOtherExpensesAmt |
| PY Total Expenses | $32,377,375 | PYTotalExpensesAmt |
| CY Total Expenses | $34,226,305 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$1,043,575 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$1,695,581 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $71,212,509 | TotalAssetsBOYAmt |
| Total Assets EOY | $112,248,868 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $73,720,350 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $115,665,892 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | -$2,507,841 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | -$3,417,024 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | MISSION - TO CREATE VIBRANT COMMUNITIES, MEANINGFUL RELATIONSHIPS AND PURPOSEFUL LIVING.(CONTINUED ON SCHEDULE O)VISION STATEMENT - IMMANUEL LIVING'S VISION IS ONE OF BOUNDLESS GROWTH AND INNOVATION. WE AIM TO FORGE A NEW PARADIGM IN SENIOR LIVING, WHERE RESIDENTS FLOURISH AND OUR TEAM IS EMPOWERED TO SHAPE A LEGACY OF EXCELLENCE AND COMPASSION.CORE VALUES - ACRONYM: CIRCLE1. COMPASSION2. INTEGRITY3. RESILIENCE4. COLLABORATION5. LEARNING6. EXCELLENCE | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $25,593,990 | ExpenseAmt |
| Grant | $68,451 | GrantAmt |
| Revenue | $29,252,366 | RevenueAmt |
| Desc | IMMANUEL LIVING AT BUFFALO HILL WAS INCORPORATED IN THE STATE OF MONTANA ON SEPTEMBER 7, 1953. RECOGNIZED AS AN AFFILIATED SOCIAL MINISTRY ORGANIZATION BY THE EVANGELICAL LUTHERAN CHURCH IN AMERICA (ELCA), ITS MEMBERSHIP PRIMARILY CONSISTS OF LUTHERAN CONGREGATIONS WITHIN THE MONTANA SYNOD. HOWEVER, IMMANUEL LIVING AT BUFFALO HILL OPERATES INDEPENDENTLY AND ASSUMES FULL FINANCIAL RESPONSIBILITY FOR ITS SUSTAINABILITY. TODAY, IMMANUEL LIVING AT BUFFALO HILL STANDS AS ONE OF THE LARGEST LIFE PLAN COMMUNITIES IN MONTANA. AS A NOT-FOR-PROFIT ORGANIZATION, IMMANUEL LIVING AT BUFFALO HILL PROVIDES A FULL CONTINUUM OF CARE THROUGH: (CONTINUED ON SCHEDULE O)- SKILLED NURSING & REHABILITATION SERVICES - OPERATING AS THE RETREAT, IMMANUEL SKILLED CARE CENTER (ISCC)- INDEPENDENT & ASSISTED LIVING - OFFERED AT THE TERRACES (BUFFALO HILL TERRACE, BHT), THE VILLAS, AND THE COTTAGES- MEMORY CARE SERVICES - PROVIDED THROUGH THE LODGE AND THE RETREAT- OUTPATIENT THERAPY, OFFERING REHABILITATION SERVICES TO THE PUBLIC - OPERATING AS THE RETREAT- AT HOME SUPPORT - OPERATING AS IMMANUEL LIVING AT HOME- EARLY CHILDHOOD EDUCATION - OPERATING AS GROWING ROOTS EARLY LEARNING CENTER IN BOTH KALISPELL AND SOMERSFOR THE FISCAL YEAR ENDING JUNE 30, 2025:- THE RETREAT PROVIDED 39,226 DAYS OF CARE FOR OLDER ADULTS AND INDIVIDUALS WITH DISABILITIES.- IMMANUEL LIVING AT BUFFALO HILL WAS AMONG THE LARGEST MEDICAID LONG-TERM CARE PROVIDERS IN FLATHEAD COUNTY, DELIVERING 15,529 DAYS OF CARE TO THE MEDICAID POPULATION, DESPITE A REIMBURSEMENT SHORTFALL OF NEARLY $1 MILLION.- THE TERRACES MAINTAINED A 97% OCCUPANCY RATE, WITH A TOTAL 60,498 RESIDENT DAYS, SERVING AN AVERAGE OF 40 ASSISTED LIVING RESIDENTS AND 23 MEMORY CARE RESIDENTS DAILY.- SERVICES OFFERED INCLUDE SKILLED NURSING, ASSISTANCE WITH DAILY LIVING ACTIVITIES, THERAPY SERVICES (PHYSICAL, OCCUPATIONAL, AND SPEECH), PASTORAL CARE, SOCIAL AND RECREATIONAL ACTIVITIES, DINING, HOUSEKEEPING, AND LAUNDRY.IN ALIGNMENT WITH OUR MISSION, IMMANUEL LIVING AT BUFFALO HILL ACTIVELY SUPPORTS THE LOCAL COMMUNITY THROUGH:- CHAMBER AND ROTARY INVOLVEMENT:MEMBER OF BOTH THE KALISPELL CHAMBER OF COMMERCE AND THE EVERGREEN CHAMBER OF COMMERCE, PARTICIPATING IN FUNDRAISING EFFORTS. ACTIVE IN MULTIPLE ROTARY CLUBS, CONTRIBUTING TO THE ROTARY FOUNDATION ANNUAL ENDOWMENT FUND. - LOCAL OUTREACH AND SUPPORT:30 MEALS FOR THE ABBIE SHELTER 100 MEALS FOR FEED THE FLATHEAD 30 SACK LUNCHES FOR HABITAT FOR HUMANITY 100 SACK LUNCHES PER MONTH FOR THE FLATHEAD WARMING CENTER CLOTHING DONATIONS TO SECOND HELPINGS THRIFT STORE FINANCIAL CONTRIBUTIONS TO NUMEROUS COMMUNITY ORGANIZATIONS, INCLUDING: ALZHEIMER'S ASSOCIATION LOGAN HEALTH FOUNDATION FLATHEAD VALLEY COMMUNITY COLLEGE FOUNDATION KALISPELL CHAMBER FOUNDATION EVERGREEN CHAMBER OF COMMERCE MONTANA HEALTH CARE ASSOCIATION - EDUCATIONAL AND CULTURAL CONTRIBUTIONS:HOSTING CAREGIVER SUPPORT GROUPS, EDUCATIONAL SESSIONS, AND PROFESSIONAL MUSIC PERFORMANCES FOR BOTH RESIDENTS AND COMMUNITY MEMBERS. PROVIDING MEETING SPACE FOR VARIOUS LOCAL ORGANIZATIONS. PARTNERING WITH THE SALVATION ARMY FOR THE ANNUAL GIVING TREE HOLIDAY SUPPORT PROGRAM- LEADERSHIP AND INDUSTRY CONTRIBUTIONS:IMMANUEL LIVING AT BUFFALO HILL STAFF MEMBERS ACTIVELY SERVE ON KEY INDUSTRY AND COMMUNITY BOARDS, INCLUDING: MONTANA HEALTH CARE ASSOCIATION MONTANA HOSPITAL ASSOCIATION NATIONAL/MONTANA ALZHEIMER'S ASSOCIATION KALISPELL CHAMBER OF COMMERCE ROTARY & LEADERSHIP FLATHEAD MONTANA AMBASSADORS BOARD FLATHEAD COUNTY HEALTHCARE COALITION GLACIER SYMPHONY AND CHORALE UNITED WAY - COMMITMENT TO SUSTAINABILITY AND WORKFORCE DEVELOPMENT:IMMANUEL LIVING AT BUFFALO HILL IS DEDICATED TO ENVIRONMENTAL STEWARDSHIP, COMPOSTING OVER 65,000 POUNDS OF FOOD WASTE ANNUALLY, AND IS PROUDLY CERTIFIED AS A GREEN RESTAURANT, DEMONSTRATING OUR COMMITMENT TO SUSTAINABLE PRACTICES. WE ALSO INVEST IN THE FUTURE OF HEALTHCARE BY: OFFERING SCHOLARSHIPS TO EMPLOYEES PURSUING EDUCATION IN ANY FIELD. PROVIDING NO-COST CNA TRAINING AND CERTIFICATION. HOSTING NURSING AND THERAPY STUDENTS FOR CLINICAL INTERNSHIPS IN PHYSICAL, OCCUPATIONAL, AND SPEECH THERAPY FROM MONTANA AND BEYOND. IMMANUEL LIVING AT BUFFALO HILL REMAINS STEADFAST IN ITS MISSION TO SERVE OLDER ADULTS AND THE GREATER COMMUNITY THROUGH COMPASSIONATE CARE, INNOVATIVE PROGRAMS, AND MEANINGFUL COMMUNITY ENGAGEMENT. WHILE THIS SUMMARY HIGHLIGHTS KEY INITIATIVES, OUR IMPACT EXTENDS FAR BEYOND THESE EFFORTSCONTINUING TO ENRICH LIVES EVERY DAY. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $2,435,011 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $486,716 | RevenueAmt |
| Desc | IMMANUEL LIVING AT HOME IS AN EXCLUSIVE MEMBERSHIP-BASED PROGRAM BY IMMANUEL LIVING AT BUFFALO HILL. TAILORED TO SUPPORT OLDER ADULTS, THIS INITIATIVE EMPHASIZES PERSONALIZED ASSISTANCE, ENSURING OUR MEMBERS CAN RETAIN THEIR INDEPENDENCE AND ENJOY THE COMFORT OF THEIR HOMES AS THEY AGE. MEMBERS ALSO ENJOY THE PRIVILEGE OF ACCESSING THE MYRIAD OF AMENITIES ON OUR MAIN CAMPUS, SEAMLESSLY BRIDGING HOME LIVING WITH COMMUNITY ENGAGEMENT. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $28,029,001 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | Yes (1) | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (1) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBondsInd |
| Escrow Account | 0 | EscrowAccountInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | Yes (1) | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (1) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 48 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 554 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 12 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 12 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | Yes (1) | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (1) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TERYN WALDENBERG | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4067529612 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 185 CRESTLINE AVENUE | AddressLine1Txt |
| City | KALISPELL | CityNm |
| State Abbreviation | MT | StateAbbreviationCd |
| ZIP | 59901 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (22 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd |
|---|---|---|---|---|---|---|---|---|
| JASON CRONK | ||||||||
| CEO | 38.00 | 2.00 | Yes (X) | $359,301 | $0 | $30,517 | ||
| CARLA WILTON | ||||||||
| COO | 38.00 | 2.00 | Yes (X) | $203,477 | $0 | $29,130 | ||
| TERYN WALDENBERG | ||||||||
| CFO | 38.00 | 2.00 | Yes (X) | $202,706 | $0 | $10,032 | ||
| WILLIAM SHAFFER | ||||||||
| DIRECTOR OF REHAB | 40.00 | 0.00 | $133,954 | $0 | $26,051 | Yes (X) | ||
| DAVID JOLLY | ||||||||
| DIR. OF REAL ESTATE & DEVELOPMENT | 40.00 | 0.00 | $151,067 | $0 | $6,086 | Yes (X) | ||
| ASHLEY STRODS | ||||||||
| DIRECTOR OF MARKETING AND SALES | 40.00 | 0.00 | $125,067 | $0 | $9,573 | Yes (X) | ||
| SHELLY HENSLEY | ||||||||
| RN NIGHT SHIFT SUPERVISOR | 43.00 | 0.00 | $130,630 | $0 | $2,420 | Yes (X) | ||
| HEIDI HICKETHIER | ||||||||
| FOUNDATION DIRECTOR | 0.00 | 40.00 | $122,375 | $0 | $5,419 | Yes (X) | ||
| JOHN ERFLE | ||||||||
| CHAIR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| ANDY KIRK | ||||||||
| VICE CHAIR | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| LARRY SIMPSON | ||||||||
| TREASURER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| PASTOR SETH NELSON | ||||||||
| SECRETARY | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| CALLIE LANGOHR | ||||||||
| IMMEDIATE PAST CHAIR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| DAREN ENGELLANT | ||||||||
| DIRECTOR | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | ||
| DAVID HABEL | ||||||||
| DIRECTOR | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | ||
| JIM HEIM | ||||||||
| DIRECTOR | 2.00 | 0.00 | $0 | $0 | $0 | Yes (X) | ||
| DR LARRY IWERSEN | ||||||||
| DIRECTOR (THROUGH OCTOBER 2024) | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | ||
| DOUG NELSON | ||||||||
| DIRECTOR | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | ||
| RANDY OGLE | ||||||||
| DIRECTOR | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | ||
| JASON SPRING | ||||||||
| DIRECTOR | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | ||
| JEFF WILSON | ||||||||
| DIRECTOR | 1.00 | 0.00 | $0 | $0 | $0 | Yes (X) | ||
| JUDY WINDAUER | ||||||||
| DIRECTOR (THROUGH OCTOBER 2024) | 1.00 | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,428,577 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $119,228 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 15 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| FUSION MEDICAL STAFFING LLC | |||||
| PO BOX 30131 | OMAHA | NE | 68103 | LABOR NURSES AND CNAS | $482,064 |
| LPW ARCHITECTURE | |||||
| 15 FIFTH ST S | GREAT FALLS | MT | 59401 | ARCHITECTURAL DESIGN | $424,653 |
| PARASOL ALLIANCE | |||||
| 557 FOREST VIEW RD | LINDENHURST | IL | 60046 | OUTSOURCED IT SERVICES | $310,297 |
| SAWGRASS PARTNERS LLC | |||||
| 1721 DEL ORIER DR | GLENVIEW | IL | 60025 | CONSULTING | $260,000 |
| PROFESSIONAL PIPING INC | |||||
| 2733 E PROVIDENCE AVE | SPOKANE | WA | 99207 | PLUMBING SERVICES | $128,610 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 16 | CntrctRcvdGreaterThan100KCnt |
| Related Organizations | $363,728 | RelatedOrganizationsAmt |
| All Other Contributions | $237,976 | AllOtherContributionsAmt |
| Total Contributions | $601,704 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (4 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| HEALTH SERVICE REVENUE | 624100 | $15,616,877 | $15,616,877 |
| RESIDENT SERVICE FEES | 623000 | $13,067,340 | $13,067,340 |
| AMORTIZED ENTRANCE FEE | 623000 | $547,907 | $547,907 |
| ANCILLARY RESIDENT FEE | 623000 | $506,958 | $506,958 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $29,739,082 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $616,977 | TotalRevenueColumnAmt |
| Exclusion | $616,977 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $55,339,216 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $55,082,901 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $256,315 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $256,315 | TotalRevenueColumnAmt |
| Exclusion | $256,315 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt | ExclusionExclusionAmt |
|---|---|---|---|---|
| CHILDCARE SERVICES | 624410 | $1,220,049 | $976,164 | $243,885 |
| MISCELLANEOUS | 900099 | $96,597 | $96,597 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $1,316,646 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $32,530,724 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $29,739,082 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $976,164 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,213,774 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $33,876 | TotalAmt |
| Program Services | $33,876 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $34,575 | TotalAmt |
| Program Services | $34,575 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $922,469 | TotalAmt |
| Program Services | $13,152 | ProgramServicesAmt |
| Management And General | $876,345 | ManagementAndGeneralAmt |
| Fundraising | $32,972 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,735,133 | TotalAmt |
| Program Services | $14,762,431 | ProgramServicesAmt |
| Management And General | $1,827,705 | ManagementAndGeneralAmt |
| Fundraising | $144,997 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $239,369 | TotalAmt |
| Program Services | $229,829 | ProgramServicesAmt |
| Management And General | $8,092 | ManagementAndGeneralAmt |
| Fundraising | $1,448 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,243,555 | TotalAmt |
| Program Services | $1,053,857 | ProgramServicesAmt |
| Management And General | $177,445 | ManagementAndGeneralAmt |
| Fundraising | $12,253 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,316,019 | TotalAmt |
| Program Services | $1,104,165 | ProgramServicesAmt |
| Management And General | $198,675 | ManagementAndGeneralAmt |
| Fundraising | $13,179 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $167,844 | TotalAmt |
| Management And General | $167,844 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $93,041 | TotalAmt |
| Management And General | $93,041 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $83,297 | TotalAmt |
| Management And General | $83,297 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,139,338 | TotalAmt |
| Program Services | $435,636 | ProgramServicesAmt |
| Management And General | $641,215 | ManagementAndGeneralAmt |
| Fundraising | $62,487 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $278,340 | TotalAmt |
| Program Services | $26,791 | ProgramServicesAmt |
| Management And General | $205,090 | ManagementAndGeneralAmt |
| Fundraising | $46,459 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $191,877 | TotalAmt |
| Program Services | $180,891 | ProgramServicesAmt |
| Management And General | $5,796 | ManagementAndGeneralAmt |
| Fundraising | $5,190 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $23,892 | TotalAmt |
| Program Services | $9,135 | ProgramServicesAmt |
| Management And General | $13,446 | ManagementAndGeneralAmt |
| Fundraising | $1,311 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $840,687 | TotalAmt |
| Program Services | $525,227 | ProgramServicesAmt |
| Management And General | $180,646 | ManagementAndGeneralAmt |
| Fundraising | $134,814 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $115,275 | TotalAmt |
| Program Services | $90,505 | ProgramServicesAmt |
| Management And General | $24,770 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $75,783 | TotalAmt |
| Program Services | $59,499 | ProgramServicesAmt |
| Management And General | $16,284 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,841,186 | TotalAmt |
| Program Services | $2,841,186 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,959,273 | TotalAmt |
| Program Services | $2,955,775 | ProgramServicesAmt |
| Fundraising | $3,498 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $497,797 | TotalAmt |
| Program Services | $50,543 | ProgramServicesAmt |
| Management And General | $437,420 | ManagementAndGeneralAmt |
| Fundraising | $9,834 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| FOOD | $1,490,669 | $1,170,355 | $320,314 | |
| CHARGEABLE SUPPLY | $1,289,793 | $1,289,793 | ||
| BED TAX | $600,219 | $600,219 | ||
| DUES & SUBSCRIPTIONS | $521,505 | $199,402 | $293,501 | $28,602 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $491,493 | TotalAmt |
| Program Services | $362,159 | ProgramServicesAmt |
| Management And General | $119,478 | ManagementAndGeneralAmt |
| Fundraising | $9,856 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $34,226,305 | TotalAmt |
| Program Services | $28,029,001 | ProgramServicesAmt |
| Management And General | $5,690,404 | ManagementAndGeneralAmt |
| Fundraising | $506,900 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,028,465 | BOYAmt |
| EOY | $1,491,640 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,372,337 | BOYAmt |
| EOY | $18,367,934 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,224,464 | BOYAmt |
| EOY | $1,509,360 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $62,606 | BOYAmt |
| EOY | $88,391 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $186,715 | BOYAmt |
| EOY | $211,688 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $84,216,768 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $36,658,760 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $47,050,706 | BOYAmt |
| EOY | $47,558,008 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,133,044 | BOYAmt |
| EOY | $42,867,675 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $124,845 | BOYAmt |
| EOY | $124,845 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $29,327 | BOYAmt |
| EOY | $29,327 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $71,212,509 | BOYAmt |
| EOY | $112,248,868 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,596,525 | BOYAmt |
| EOY | $2,564,738 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,547,476 | BOYAmt |
| EOY | $3,897,881 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $55,756,074 | BOYAmt |
| EOY | $96,422,232 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,773,275 | BOYAmt |
| EOY | $12,738,041 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $47,000 | BOYAmt |
| EOY | $43,000 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $73,720,350 | BOYAmt |
| EOY | $115,665,892 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -$3,423,000 | BOYAmt |
| EOY | -$4,274,421 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $915,159 | BOYAmt |
| EOY | $857,397 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -$2,507,841 | BOYAmt |
| EOY | -$3,417,024 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $71,212,509 | BOYAmt |
| EOY | $112,248,868 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$1,695,581 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $798,326 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$11,928 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,943,775 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,953,077 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,141,271 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,847,765 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $696,610 | CurrentTaxYearAmt |
| Total | $13,582,498 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $19,358,392 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $19,615,613 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $23,456,572 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $26,888,741 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $29,739,082 | CurrentTaxYearAmt |
| Total | $119,058,400 | TotalAmt |
Gross Receipts Non Unrlt Bus GrossReceiptsNonUnrltBusGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $82,971 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $98,392 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $93,554 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $198,770 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $243,885 | CurrentTaxYearAmt |
| Total | $717,572 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $24,385,138 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $24,667,082 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $24,691,397 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $28,935,276 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $30,679,577 | CurrentTaxYearAmt |
| Total | $133,358,470 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | $13,866 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,025 | CurrentTaxYearMinus2YearsAmt |
| Total | $14,891 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | $13,866 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,025 | CurrentTaxYearMinus2YearsAmt |
| Total | $14,891 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $133,343,579 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $471,918 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $417,578 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $557,247 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $802,954 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $616,977 | CurrentTaxYearAmt |
| Total | $2,866,674 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $471,918 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $417,578 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $557,247 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $802,954 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $616,977 | CurrentTaxYearAmt |
| Total | $2,866,674 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | $38,027 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $180,145 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year | $1,691 | CurrentTaxYearAmt |
| Total | $219,863 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $24,857,056 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $25,122,687 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $25,428,789 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $29,738,230 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $31,298,245 | CurrentTaxYearAmt |
| Total | $136,445,007 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.97730 | PublicSupportCY509Pct |
| Public Support PY509 | 0.97300 | PublicSupportPY509Pct |
| Investment Income CY | 0.02100 | InvestmentIncomeCYPct |
| Investment Income PY | 0.02200 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: | FormAndLineReferenceDesc |
| Explanation | MISCELLANEOUS INCOME - 2021 AMOUNT: $ 19,371. 2022 AMOUNT: $ 180,145. 2024 AMOUNT: $ 1,691. REIMB FUNDRAISING EXP - 2021 AMOUNT: $ 18,656. | ExplanationTxt |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Volunteers | 0 | VolunteersInd |
| Paid Staff Or Management | 0 | PaidStaffOrManagementInd |
| Media Advertisements | 0 | MediaAdvertisementsInd |
| Mailings Members | 0 | MailingsMembersInd |
| Publications Or Broadcast | 0 | PublicationsOrBroadcastInd |
| Grants Other Organizations | 0 | GrantsOtherOrganizationsInd |
| Direct Contact Legislators | 0 | DirectContactLegislatorsInd |
| Rallies Demonstrations | 0 | RalliesDemonstrationsInd |
| Other Activities | Yes (1) | OtherActivitiesInd |
| Other Activities | $315 | OtherActivitiesAmt |
| Total Lobbying Expenditures | $315 | TotalLobbyingExpendituresAmt |
| Not Described Section501c3 | 0 | NotDescribedSection501c3Ind |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART II-B, LINE 1: | FormAndLineReferenceDesc |
| Explanation | THE ORGANIZATION IS A MEMBER OF SEVERAL ORGANIZATIONS - MONTANA HEALTH CARE ASSOCIATION, MONTANA HOSPITAL ASSOCIATION, AND LEADING AGE - THAT LOBBY ON BEHALF OF THEIR MEMBERS. THE AMOUNT REPORTED IN PART II-B IS THE PORTION OF MEMBERSHIP DUES PAID DURING THE FISCAL YEAR AND SPENT BY THOSE ASSOCIATIONS ON LOBBYING. | ExplanationTxt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Agent Trustee Etc | 0 | AgentTrusteeEtcInd |
| Incl Escrow Custodial Acct Liab | Yes (1) | InclEscrowCustodialAcctLiabInd |
| Explanation Provided | Yes (X) | ExplanationProvidedInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $796,192 | BeginningYearBalanceAmt |
| Contributions | $6,479 | ContributionsAmt |
| Other Expenditures | $73,492 | OtherExpendituresAmt |
| End Year Balance | $729,179 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $712,308 | BeginningYearBalanceAmt |
| Contributions | $5,000 | ContributionsAmt |
| Investment Earnings Or Losses | $78,884 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $796,192 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $752,540 | BeginningYearBalanceAmt |
| Contributions | $7,308 | ContributionsAmt |
| Investment Earnings Or Losses | -$21,298 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $26,242 | OtherExpendituresAmt |
| End Year Balance | $712,308 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $841,509 | BeginningYearBalanceAmt |
| Contributions | $32,697 | ContributionsAmt |
| Investment Earnings Or Losses | -$97,048 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $24,618 | OtherExpendituresAmt |
| End Year Balance | $752,540 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $974,348 | BeginningYearBalanceAmt |
| Contributions | $11,358 | ContributionsAmt |
| Investment Earnings Or Losses | $62,071 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $206,268 | OtherExpendituresAmt |
| End Year Balance | $841,509 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.00000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 1.00000 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.00000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $702,055 | OtherCostOrOtherBasisAmt |
| Book Value | $702,055 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $68,693,383 | OtherCostOrOtherBasisAmt |
| Depreciation | $28,195,272 | DepreciationAmt |
| Book Value | $40,498,111 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $3,308,910 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,854,919 | DepreciationAmt |
| Book Value | $1,453,991 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $8,127,373 | OtherCostOrOtherBasisAmt |
| Depreciation | $6,608,569 | DepreciationAmt |
| Book Value | $1,518,804 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $3,385,047 | OtherCostOrOtherBasisAmt |
| Book Value | $3,385,047 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $47,558,008 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PAYABLE TO ANNUITY BENEFICIARY | Desc |
| Amt | $43,000 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $43,000 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART IV, LINE 2B: | THE ORGANIZATION HOLDS RESIDENT TRUST FUNDS AND ALSO RESIDENT DEPOSITS FOR THE VILLAS, COTTAGES, AND FUTURE LOFTS AT BUFFALO HILL. RESIDENT TRUST FUNDS AT JUNE 30, 2025 WERE $10,580 AND RESIDENT DEPOSITS FOR THE VILLAS, COTTAGES, AND LOFTS WERE $2,412,806. |
| PART V, LINE 4: | IN 1988, IMMANUEL LIVING AT BUFFALO HILL RECEIVED $282,500 FROM THE ESTATE OF OLGA HELEVNA STROMSET. MISS STROMSET REQUESTED THAT INCOME RECEIVED ON THE PRINCIPLE INVESTED BE USED FOR EDUCATION AND TRAINING OF STAFF EMPLOYED AT IMMANUEL. IN KEEPING WITH HER WISHES, IL DEVELOPED THE FOLLOWING GUIDELINES FOR THE USE OF THESE FUNDS: BE AN EMPLOYEE OF IMMANUEL LIVING, HAVE AN ACCEPTABLE WORK RECORD AS DOCUMENTED BY THEIR SUPERVISOR, HAVE WORKED FOR SIX MONTHS WITH A MINIMUM OF 720 HOURS IN ONE YEAR, BE ACCEPTED FOR STUDY IN AN ACCREDITED PROGRAM AND PROVIDE DOCUMENTATION OF SUCCESSFUL COMPLETION OF COURSE WORK TO CONTINUE FUNDING. PREFERENCE IS GIVEN TO THOSE APPLICANTS WHOSE DEGREE OR GOAL WILL ALLOW THEM TO FILL A POSITION AT IMMANUEL LIVING AT BUFFALO HILL FOR WHICH THERE IS AN ANTICIPATED SHORTAGE OR NEED. THE REMAINING ENDOWMENTS CONSIST OF INDIVIDUAL FUNDS ESTABLISHED FOR IMMANUEL'S GREATEST NEEDS IN ENRICHING OUR RESIDENTS' LIVES AND A SMALL AMOUNT FOR MAINTENANCE OF THE COURTYARDS. |
| PART X, LINE 2: | THE COMMUNITY IS ORGANIZED AS A MONTANA NONPROFIT CORPORATION AND HAS BEEN RECOGNIZED BY THE INTERNAL REVENUE SERVICE (IRS) AS EXEMPT FROM FEDERAL AND STATE INCOME TAXES UNDER INTERNAL REVENUE CODE SECTION 501(C)(3). THE COMMUNITY IS ANNUALLY REQUIRED TO FILE A RETURN OF ORGANIZATION EXEMPT FROM INCOME TAX (FORM 990) WITH THE IRS. IN ADDITION, THE COMMUNITY IS SUBJECT TO INCOME TAX ON NET INCOME THAT IS DERIVED FROM BUSINESS ACTIVITIES THAT ARE UNRELATED TO ITS EXEMPT PURPOSE. FOR FEDERAL INCOME TAX PURPOSES ONLY, AT HOME AND GROWING ROOTS ARE DISREGARDED AS SEPARATE ENTITIES FROM THE COMMUNITY, AND BY VIRTUE OF THIS TREATMENT, AT HOME AND GROWING ROOTS ARE ALSO EXEMPT FROM FEDERAL INCOME TAXATION AS ORGANIZATIONS DESCRIBED IN SECTION 501(C)(3) OF THE IRC. THE COMMUNITY BELIEVES THEY HAVE SUPPORT FOR ANY TAX POSITIONS TAKEN AFFECTING THEIR ANNUAL FILING REQUIREMENTS, AND AS SUCH, DO NOT HAVE ANY UNCERTAIN TAX POSITIONS THAT ARE MATERIAL TO THE CONSOLIDATED FINANCIAL STATEMENTS. THE COMMUNITY 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. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | IMMANUEL FOUNDATION | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 185 CRESTLINE AVENUE | AddressLine1Txt |
| City | KALISPELL | CityNm |
| State Abbreviation | MT | StateAbbreviationCd |
| ZIP | 59901 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient EIN | 824366126 | RecipientEIN |
| IRC Section | 501(C)(3) | IRCSectionDesc |
| Cash Grant | $5,500 | CashGrantAmt |
| Non Cash Assistance | $24,426 | NonCashAssistanceAmt |
| Valuation Method Used | COST | ValuationMethodUsedDesc |
| Non Cash Assistance | AUCTION ITEMS | NonCashAssistanceDesc |
| Purpose Of Grant | OPERATIONAL SUPPORT | PurposeOfGrantTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 1 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (2 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Valuation Method UsedValuationMethodUsedDesc | Non Cash AssistanceNonCashAssistanceDesc |
|---|---|---|---|---|---|
| CHRIST CARES | 9 | $2,698 | $0 | N/A | N/A |
| SCHOLARSHIP | 24 | $26,698 | $0 | N/A | N/A |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | ALL TRANSFERS ARE TO IMMANUEL FOUNDATION. COMMON MANAGEMENT AND BOARD MEMBERS ENSURE ALL TRANSFERRED FUNDS ARE USED APPROPRIATELY. FUNDS ARE TRACKED AND MATCHED WITH INVOICES. ALL PAYMENTS ARE MADE DIRECTLY TO EDUCATIONAL INSTITUTIONS (EDUCATIONAL SCHOLARSHIPS) AND APPLICABLE VENDORS (CHRIST CARES FUND) TO ENSURE APPROPRIATE USE. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (1) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (5 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| JASON CRONK | ||||||||||||||
| CEO | $359,301 | $0 | $0 | $0 | $0 | $0 | $12,644 | $0 | $17,873 | $0 | $389,818 | $0 | $0 | $0 |
| CARLA WILTON | ||||||||||||||
| COO | $203,477 | $0 | $0 | $0 | $0 | $0 | $8,631 | $0 | $20,499 | $0 | $232,607 | $0 | $0 | $0 |
| TERYN WALDENBERG | ||||||||||||||
| CFO | $202,706 | $0 | $0 | $0 | $0 | $0 | $8,115 | $0 | $1,917 | $0 | $212,738 | $0 | $0 | $0 |
| WILLIAM SHAFFER | ||||||||||||||
| DIRECTOR OF REHAB | $133,704 | $0 | $250 | $0 | $0 | $0 | $5,894 | $0 | $20,157 | $0 | $160,005 | $0 | $0 | $0 |
| DAVID JOLLY | ||||||||||||||
| DIR. OF REAL ESTATE & DEVELOPMENT | $151,017 | $0 | $50 | $0 | $0 | $0 | $6,041 | $0 | $45 | $0 | $157,153 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 7 | FormAndLineReferenceDesc |
| Explanation | THE ORGANIZATION PROVIDED NON-FIXED PAYMENTS IN THE FORM OF BONUSES TO EMPLOYEES. EMPLOYEES WHO RECEIVED BONUSES ARE WILLIAM SHAFFER, DAVID JOLLY, ASHLEY STRODS, SHELLY HENSLEY, AND HEIDI HICKETHIER. | ExplanationTxt |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (2 entries)
| Bond ReferenceBondReferenceCd | Bond Issuer EINBondIssuerEIN | CUSIPCUSIPNum | Bond IssuedBondIssuedDt | Issue PriceIssuePriceAmt | PurposePurposeDesc | DefeasedDefeasedInd | On Behalf Of IssuerOnBehalfOfIssuerInd | Pool FinancingPoolFinancingInd |
|---|---|---|---|---|---|---|---|---|
| CITY OF KALISPELL MONTANA | ||||||||
| A | 816001281 | 48342YAS0 | 2017-05-18 | $65,694,810 | TO REFUND SERIES 2016 BONDS | 0 | 0 | 0 |
| CITY OF KALISPELL MONTANA | ||||||||
| B | 816001281 | 48343AAC6 | 2025-06-04 | $50,370,000 | PARTIALLY REFUND SERIES 2017 BONDS; CONSTRUCTION | 0 | 0 | 0 |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (2 entries)
| Bond ReferenceBondReferenceCd | RetiredRetiredAmt | Total ProceedsTotalProceedsAmt | In Reserve FundInReserveFundAmt | Capitalized InterestCapitalizedInterestAmt | Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt | Capital ExpendituresCapitalExpendituresAmt | Other Spent ProceedsOtherSpentProceedsAmt | Substantial CompletionSubstantialCompletionYr | Refunding Tax Exempt BondsRefundingTaxExemptBondsInd | Refunding Taxable BondsRefundingTaxableBondsInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd | Working Capital ExpendituresWorkingCapitalExpendituresAmt | UnspentUnspentAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| A | $18,804,810 | $65,694,810 | $4,106,288 | $2,840,850 | $1,284,400 | $29,030,753 | $28,432,519 | 2018 | Yes (1) | 0 | Yes (1) | Yes (1) | ||
| B | $50,370,000 | $2,615,944 | $1,002,363 | $1,993,836 | $8,124,571 | Yes (1) | 0 | 0 | 0 | $1,052,344 | $35,580,942 |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (2 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedPropertyInd | Any Lease ArrangementsAnyLeaseArrangementsInd | Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd | Any Research AgreementsAnyResearchAgreementsInd | Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropInd | Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd |
|---|---|---|---|---|---|---|---|
| A | 0 | 0 | 0 | 0 | 0 | 0 | Yes (1) |
| B | 0 | 0 | 0 | 0 | 0 | 0 | Yes (1) |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (2 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiledInd | Rebate Not Due YetRebateNotDueYetInd | Exception To RebateExceptionToRebateInd | No Rebate DueNoRebateDueInd | Variable Rate IssueVariableRateIssueInd | Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd | Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd | Gross Proceeds InvestedGrossProceedsInvestedInd | Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd |
|---|---|---|---|---|---|---|---|---|---|
| A | 0 | 0 | 0 | Yes (1) | 0 | 0 | 0 | 0 | Yes (1) |
| B | 0 | Yes (1) | 0 | 0 | 0 | 0 | 0 | 0 | Yes (1) |
Procedures Corrective Action ProceduresCorrectiveActionGrp (2 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | Yes (1) |
| B | Yes (1) |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | DATE REBATE COMPUTATION PERFORMED | FormAndLineReferenceDesc |
| Explanation | ISSUER NAME: CITY OF KALISPELL, MONTANA DATE THE REBATE COMPUTATION WAS PERFORMED: 01/18/2023 | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (12 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART I, ITEM C | DBA: THE LODGE AT BUFFALO HILL DBA: THE RETREAT AT BUFFALO HILL DBA: THE TERRACES AT BUFFALO HILL DBA: THE VILLAS AT BUFFALO HILL DBA: GROWING ROOTS EARLY LEARNING CENTER DBA: IMMANUEL LIVING AT HOME DBA: IMMANUEL LUTHERAN CORPORATION DBA: IMMANUEL LUTHERAN CORPORATION OF KALISPELL, MONTANA. DBA: BUFFALO HILL TERRACE |
| FORM 990, PART VI, SECTION A, LINE 1A | THE BOARD OF DIRECTORS HAS AN EXECUTIVE COMMITTEE CONSISTING OF THE OFFICERS OF THE BOARD. THE EXECUTIVE COMMITTEE CAN ACT ON BEHALF OF THE BOARD, BUT NO ACTION TAKEN BY THE EXECUTIVE COMMITTEE IS CONSIDERED FINAL UNTIL RATIFIED BY THE BOARD. |
| FORM 990, PART VI, SECTION A, LINE 4 | IN 2023, THE ORGANIZATION REBRANDED FROM IMMANUEL LUTHERAN COMMUNITIES TO IMMANUEL LIVING AS PART OF A BROADER STRATEGIC EFFORT TO MODERNIZE THE ORGANIZATION'S IDENTITY AND SUPPORT FUTURE GROWTH. HISTORICALLY, THE ORGANIZATION OPERATED UNDER A CONGREGATIONAL MEMBERSHIP MODEL IN WHICH LUTHERAN CONGREGATIONS SERVED AS MEMBERS OF THE CORPORATION AND WERE REPRESENTED THROUGH APPOINTED DELEGATES WHO PARTICIPATED IN ANNUAL MEETINGS AND CERTAIN GOVERNANCE DECISIONS. THE ARTICLES OF INCORPORATION WERE AMENDED IN DECEMBER 2024 AND THE BYLAWS WERE AMENDED IN FEBRUARY 2025 TO IMPLEMENT A REVISED GOVERNANCE STRUCTURE TO SUPPORT LONG-TERM SUSTAINABILITY AND POTENTIAL EXPANSION. AS PART OF THIS RESTRUCTURING, THE OPERATING ENTITY AND OBLIGATED GROUP IN KALISPELL, MT, WAS RENAMED IMMANUEL LIVING AT BUFFALO HILL TO MORE CLEARLY IDENTIFY THE ORGANIZATION'S EXISTING SENIOR LIVING COMMUNITY AND CAMPUS. AT THE SAME TIME, A PARENT NONPROFIT CORPORATION, IMMANUEL LIVING, WAS ESTABLISHED TO SERVE AS THE SOLE MEMBER OF IMMANUEL LIVING AT BUFFALO HILL. THIS CHANGE TRANSITIONED THE ORGANIZATION FROM A DELEGATE-BASED MEMBERSHIP MODEL TO A SINGLE-MEMBER NONPROFIT STRUCTURE, WHICH ALLOWS FOR THE DEVELOPMENT OR MANAGEMENT OF ADDITIONAL COMMUNITIES OR SERVICE LINES IN THE FUTURE. UNDER THE NEW STRUCTURE, THE PARENT ORGANIZATION PROVIDES GOVERNANCE OVERSIGHT AND ELECTS THE BOARD OF DIRECTORS OF IMMANUEL LIVING AT BUFFALO HILL. AS A RESULT OF THIS GOVERNANCE RESTRUCTURING, THE DELEGATE SYSTEM AND ANNUAL MEMBERSHIP MEETINGS WERE DISCONTINUED, AND THE BYLAWS WERE AMENDED TO REFLECT THAT IMMANUEL LIVING IS NOW THE SOLE MEMBER OF IMMANUEL LIVING AT BUFFALO HILL. THE ORGANIZATION CONTINUES TO MAINTAIN ITS HISTORICAL AFFILIATION WITH THE EVANGELICAL LUTHERAN CHURCH IN AMERICA (ELCA) WHILE OPERATING INDEPENDENTLY AND MAINTAINING ITS NONPROFIT CHARITABLE MISSION. THESE CHANGES WERE UNDERTAKEN TO CLARIFY ORGANIZATIONAL STRUCTURE, STRENGTHEN GOVERNANCE, AND POSITION THE ORGANIZATION FOR FUTURE GROWTH WHILE CONTINUING TO SERVE OLDER ADULTS IN THE FLATHEAD VALLEY. |
| FORM 990, PART VI, SECTION A, LINE 6 | THROUGH DECEMBER 2024, AT ALL TIMES, AT LEAST 51% OF THE MEMBERSHIP IN IMMANUEL LIVING WERE LUTHERAN CONGREGATIONS AFFILIATED WITH THE MONTANA SYNOD OF THE EVANGELICAL LUTHERAN CHURCH IN AMERICA ("ELCA"). ADDITIONAL CONGREGATIONS OF ANY DENOMINATION THAT APPLIED FOR MEMBERSHIP AND SUPPORTED IMMANUEL LIVING'S MISSION AND VISION BECAME MEMBERS. EACH MEMBER CONGREGATION HAD ONE PASTORAL DELEGATE AND BETWEEN TWO AND FIVE ADDITIONAL DELEGATES. AS OF DECEMBER 2024, THE CORPORATION HAS ONE MEMBER: IMMANUEL LIVING, A MONTANA PUBLIC BENEFIT NONPROFIT CORPORATION. MEMBERSHIP IN THE CORPORATION IS NOT OPEN TO ANY OTHER INDIVIDUAL OR CORPORATION. A CHANGE IN THE MEMBERSHIP STATUS CAN ONLY BE MADE BY AMENDMENT OF THE BYLAWS AS APPROVED BY THE MEMBER. |
| FORM 990, PART VI, SECTION A, LINE 7A | THROUGH DECEMBER 2024 THE BOARD MEMBERS WERE ELECTED BY THE MEMBERS' DELEGATES. AS OF DECEMBER 2024 AT LEAST 34% OF THE BOARD SHALL BE MEMBERS OF CONGREGATIONS OR WORSHIPING COMMUNITIES OF THE E.L.C.A. (E.L.C.A. BOARD MEMBERS) AND/OR CHURCHES IN FULL COMMUNION WITH THE E.L.C.A. (FULL COMMUNION BOARD MEMBERS). OF THAT 34% AT LEAST 25% SHALL BE E.L.C.A. BOARD MEMBERS. THE MEMBER SHALL ELECT THE MEMBERS OF THE BOARD OF DIRECTORS. THE MONTANA SYNOD OF THE E.L.C.A. AND/OR THE CONGREGATIONS OR WORSHIPING COMMUNITIES OF THE E.L.C.A. SHALL RATIFY THE E.L.C.A. BOARD MEMBERS, WHICH RATIFICATION SHALL BE EFFECTIVE FOR THE DURATION OF SUCH BOARD MEMBER'S SERVICE ON THE BOARD OF DIRECTORS ABSENT NOTICE TO THE BOARD OTHERWISE. THE RESPECTIVE CHURCH BODIES AND/OR CHURCHES IN FULL COMMUNION WITH THE E.L.C.A. SHALL RATIFY THE FULL COMMUNION BOARD MEMBERS, WHICH RATIFICATION SHALL BE EFFECTIVE FOR THE DURATION OF SUCH BOARD MEMBER'S SERVICE ON THE BOARD OF DIRECTORS ABSENT NOTICE TO THE BOARD OTHERWISE. |
| FORM 990, PART VI, SECTION A, LINE 7B | THROUGH FEBRUARY 2025 AMENDMENTS TO THE ARTICLES OF INCORPORATION OR BYLAWS REQUIRED APPROVAL BY A TWO-THIRDS VOTE OF THE MEMBERS' DELEGATES. AS OF FEBRUARY 2025, AMENDMENTS TO THE BYLAWS REQUIRE THE APPROVAL OF IMMANUEL LIVING. |
| FORM 990, PART VI, SECTION B, LINE 11B | PRIOR TO FILING, THE FORM 990 WAS REVIEWED BY THE CFO, CEO, AND BOARD TREASURER. 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 IMMANUEL LIVING 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. BOARD MEMBERS WITH CONFLICTING ISSUES MUST ABSTAIN FROM DISCUSSIONS AND VOTES ON THE ISSUE. |
| FORM 990, PART VI, SECTION B, LINE 15A | COMPENSATION IS RESEARCHED USING INDUSTRY STANDARD REPORTS AND COMPARISON BENCHMARKS BY AN INDEPENDENT, THIRD-PARTY FIRM. THE COMPENSATION COMMITTEE USED THESE FINDINGS TO DETERMINE A COMPENSATION PHILOSOPHY. UPON COMPLETION, THE CEO'S COMPENSATION IS NEGOTIATED BY THE BOARD OF DIRECTORS. A WRITTEN CONTRACT BETWEEN THE BOARD AND THE CEO IS IN FORCE AND REVIEWED ANNUALLY AS PART OF THE PERFORMANCE EVALUATION. THE CEO IS THE ONLY EMPLOYEE THAT IS UNDER CONTRACT AND EVALUATED BY THE BOARD OF DIRECTORS. COMPENSATION FOR THE CFO AND OTHER EXECUTIVES IS REVIEWED BY AND APPROVED BY THE CEO USING THE COMPENSATION PHILOSOPHY DEVELOPED AND RESEARCHED BY AN INDEPENDENT, THIRD-PARTY FIRM WHEN EVALUATING THE CEO'S COMPENSATION. ALL DELIBERATIONS AND FINAL DECISIONS ABOUT THE COMPENSATION PHILOSOPHY WERE DOCUMENTED IN THE BOARD MEETING MINUTES OR COMMITTEE MINUTES THAT ARE ALSO REPORTED TO THE BOARD. THE EXECUTIVE COMMITTEE OF THE BOARD ALSO ACTS AS THE COMPENSATION COMMITTEE. THE ORGANIZATION HAS A ROBUST COMPENSATION PHILOSOPHY AND PLAN AS WELL AS A COMPENSATION CALENDAR TO WHICH THE BOARD REVIEWS AND ACTS ON ANNUALLY. THE PROCESS DESCRIBED HERE WAS LAST COMPLETED IN 2025. |
| 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 XI, LINE 9: | CHANGE IN VALUE OF SPLIT-INTEREST AGREEMENTS -11,928. |
| FORM 990, PART XII, LINE 2C: | THE PROCESS FOR OVERSIGHT AND SELECTION OF AN INDEPENDENT ACCOUNTANT HAS NOT CHANGED FROM THE PRIOR YEAR. |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Total IncomeTotalIncomeAmt | End Of Year AssetsEndOfYearAssetsAmt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt |
|---|---|---|---|---|---|---|---|---|---|
| IMMANUEL CONNECTIONS LLC | |||||||||
| 185 CRESTLINE AVENUE | KALISPELL | MT | 59901 | 810247706 | INACTIVE | MT | $0 | $0 | IMMANUEL LIVING |
| GROWING ROOTS EARLY LEARNING CENTER | |||||||||
| 185 CRESTLINE AVENUE | KALISPELL | MT | 59901 | 873347808 | CHILD CARE | MT | $1,220,049 | $805,533 | IMMANUEL LIVING |
| IMMANUEL LIVING AT HOME LLC | |||||||||
| 185 CRESTLINE AVENUE | KALISPELL | MT | 59901 | 810247706 | AT HOME SERVICES FOR OLDER ADULTS | MT | $615,837 | $68,740 | IMMANUEL LIVING |
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd | Direct Controlling NADirectControllingNACd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| IMMANUEL FOUNDATION | |||||||||||
| 185 CRESTLINE AVENUE | KALISPELL | MT | 59901 | 824366126 | SUPPORT IMMANUEL LIVING AT BUFFALO HILL | MT | 501(C)(3) | LINE 12A, I | IMMANUEL LIVING AT BUFFALO HILL | Yes (1) | |
| IMMANUEL LIVING | |||||||||||
| 185 CRESTLINE AVENUE | KALISPELL | MT | 59901 | INDEPENDENT LIVING COMMUNITIES | MT | 501(C)(3) | LINE 10 | 0 | N/A | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (1) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (1) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | Yes (1) | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp
Other Organization Name OtherOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | IMMANUEL FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | C | TransactionTypeTxt |
| Involved | $363,728 | InvolvedAmt |
| Method Of Amount Determination | CASH | MethodOfAmountDeterminationTxt |