Civic Intelligence

Great Falls Clinic Legacy Foundation

990 • Fiscal year 2017 • EIN 47-4110464

Jan 01, 2017 to Dec 31, 2017 • Filed on Aug 29, 2018

Organization Profilewww.gfclegacy.org
1400 29th Street SouthGreat Falls, MT 59405

(406) 771-3107

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

14th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

14th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Net Margin

99th percentile

98%

Higher net margin than 99% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

36th percentile

$1,705

Higher top officer pay than 36% of similar nonprofits.

Top officer pay equals 0.1% of source-year revenue.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2017

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2017

Balance Sheet
Liabilities / Assets14th percentile

Assets

$1,504,032

No earlier filing loaded for comparison.

Net Assets

$1,504,032

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue14th percentileNet Margin99th percentile

Revenue

$1,477,924

No earlier filing loaded for comparison.

Expenses

$28,325

No earlier filing loaded for comparison.

Net Income

$1,449,599

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$6.0M$4.0M$2.0M$0Assets 2017: $1,504,032Liabilities 2017: $0Net Assets 2017: $1,504,0322017Assets 2018: $1,821,684Liabilities 2018: $0Net Assets 2018: $1,821,6842018Assets 2019: $2,233,278Liabilities 2019: $0Net Assets 2019: $2,233,2782019Assets 2020: $2,527,491Liabilities 2020: $0Net Assets 2020: $2,527,4912020Assets 2021: $4,380,596Liabilities 2021: $1,453,066Net Assets 2021: $2,927,5302021Assets 2022: $4,174,491Liabilities 2022: $956,492Net Assets 2022: $3,217,9992022Assets 2023: $3,975,788Liabilities 2023: $796,299Net Assets 2023: $3,179,4892023Assets 2024: $3,771,768Liabilities 2024: $700,280Net Assets 2024: $3,071,4882024

Highlighted filing

2017

Assets$1,504,032
Liabilities$0
Net Assets$1,504,032
Open 2017 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$1.5M$1.0M$500K$0-$500KRevenue 2017: $1,477,924Expenses 2017: $28,325Net Income 2017: $1,449,5992017Revenue 2018: $369,893Expenses 2018: $66,860Net Income 2018: $303,0332018Revenue 2019: $443,914Expenses 2019: $59,893Net Income 2019: $384,0212019Revenue 2020: $353,734Expenses 2020: $65,859Net Income 2020: $287,8752020Revenue 2021: $595,804Expenses 2021: $196,073Net Income 2021: $399,7312021Revenue 2022: $637,075Expenses 2022: $347,450Net Income 2022: $289,6252022Revenue 2023: $311,195Expenses 2023: $349,671Net Income 2023: -$38,4762023Revenue 2024: $240,069Expenses 2024: $348,196Net Income 2024: -$108,1272024

Highlighted filing

2017

Revenue$1,477,924
Expenses$28,325
Net Income$1,449,599
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Aug 29, 2018
Return Version
2017v2.3
Gross Receipts
$1,477,924
Mission and Program Overview

Mission

The great falls clinic legacy foundation brings hope and healing to great falls and surrounding communities

Provide care and comfort for patients and families at a patient housing facility.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$0$1,000,008▲ $1,000,008
Land, Buildings, and Equipment, Net$10,666$360,245▲ $349,579
Savings and Temporary Cash Investments$43,767$143,779▲ $100,012
Total Assets$54,433$1,504,032▲ $1,449,599
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$54,433$1,504,032▲ $1,449,599
Total Net Assets Fund Balance$54,433$1,504,032▲ $1,449,599
Total Liabilities and Net Assets / Fund Balance$54,433$1,504,032▲ $1,449,599

Asset Categories

AssetBook ValueDepreciationBasis
Land$340,000-$340,000
Other Land Buildings$20,245-$20,245
Compensation and Service Providers
Top Officer Pay36th percentile

Employees

NameTitleBaseTotal
Samantha ShinabergerSecretary/Executive Director$1,705$1,705

Board Members and Trustees

NameTitle
Ed VenetzChairman/President
Tim PetersonVice Chair/Vice President
Brad LivingstonBoard Member
Diane SteffensBoard Member
Greg SchwandtBoard Member
Karl Guter MDBoard Member
Robert Henderson MDBoard Member
Suzanne PorterBoard Member
Thomas Warr MDBoard Member
Wyman TaylorBoard Member
Vicki Newmiller-CEO Great FallsClinic, Ex-Officio Board Member
Revenue and Support

Revenue Composition

Contributions and Grants
$1,477,916
Program Service Revenue
$0
Investment Income
$8
Other Revenue
$0
All Other Contributions
$1,477,916
Change in Net Assets
$1,449,599

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
No
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Real Estate Other1$340,000Appraisal
Total Noncash Contributions1$340,000-
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$19,878
Grants and Similar Amounts Paid$8,447
Total Fundraising Expense$5,823
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Other$12,234--$12,234
Grants to Domestic Individuals$7,847--$7,847
Advertising--$4,236$4,236
Office Expenses$1,587-$1,587$3,174
Grants to Domestic Orgs$600--$600
Other Expenses$35--$35
Total Functional Expenses$22,502$0$5,823$28,325
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
Yes
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, line 8B

“Great Falls Legacy Foundation has an informal executive committee that is comprised of four board members. This committee currently meets with the full board at meetings and would only meet separately if a special issue was to arise.”

Form 990, Part VI, Section B, line 11B

“The board of directors for the organization will review the Form 990 prior to being filed and offer approval or recommened changes prior to submitting.”

Form 990, Part VI, Section B, line 12C

“The organization required initial disclosure at time of commitment and approval to board. The members are requested to provide written or oral instruction of any changes to the conflict of interest policy. We rely on insiders and other interested persons to report on conflicts of interest and then they are addressed by the board. Typically the member would notify of the conflict and excuse themselves from the vote and/or remove themselves from the meeting.”

Form 990, Part VI, Section B, line 15

“The Great Falls Clinic LLP employs the Executive Director for the Foundation full-time and compensation is decided by the Great Falls Clinic LLP HR model. The Clinic donates a portion of the employee's time to the Foundation as the Executive Director.”

Form 990, Part VI, Section C, line 19

“The Organization's governing documents, conflict of interest policy, and financial statements are available upon request.”

Filing and Contact Details

Filer

Filer Name
Great Falls Clinic Legacy Foundation
EIN
47-4110464
Phone
4067713107
Address
1400 29th Street South, Great Falls, MT 59405

Signing Officer

Name
Ed Venetz
Title
President/Chairman
Phone
4067713107
Signed
2018-08-29
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Ed Venetz
Formed
2015
Legal Domicile
Mt
Voting Board Members
11
Independent Board Members
11
Employees
0
Volunteers
12

Preparer

Firm
Eide Bailly LLP
Address
401 N 31st St Ste 1120 PO Box 7112, Billings, MT 59103-7112
Preparer
Dennen Gamradt
Phone
4068962400
Supplemental Narrative

Additional Explanations

Form 990, Part IX, line 11G

“Reimbursement of Compensation: Program service expenses 1,705. Management and general expenses 0. Fundraising expenses 0. Total expenses 1,705. Consulting: Program service expenses 10,529. Management and general expenses 0. Fundraising expenses 0. Total expenses 10,529.”

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This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/Desc0The Great Falls Clinic Legacy Foundation is dedicated to helping patients and families from around Montana seeking treatment at the Great Falls Clinic. For many years, there has been a great need in the community for patient housing while receiving outpatient treatment.The Foundation and the generous community will provide a new level of service in the area of healthcare. Care and comfort for patients and families are of the utmost importance and the patient housing facility has become the top priority. We are currently working on a capital campaign to raise support for the construction of 12 guest rooms for patients.
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IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0Assistance with medical expenses, hotel and travel expenses
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt08
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0Currently only grants for pediatric patients are awarded. There is a maximum of $1,000 awarded to each patient per application. If a request is submitted outside of the parameter of the grant application it is taken to the board for review and consideration.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0Part I, Line 2:
IRS990ScheduleJ/AnyNonFixedPaymentsInd00
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd00
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd00
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990ScheduleJ/InitialContractExceptionInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt01705
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0Samantha Shinaberger
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0Secretary/Executive Director
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt01705
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt00
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SupplementalInformationDetail/ExplanationTxt0Great Falls Clinic, LLP employs the Executive Director, Samantha Shinaberger, for the Foundation full-time and compensation is determined by Great Falls Clinic's HR Model. The Clinic donates a portion of the employee's time to the Foundation as the Executive Director. The portion not considered in-kind was $1,705.
IRS990ScheduleJ/SupplementalInformationDetail/FormAndLineReferenceDesc0Schedule J, Unrelated compensation:
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd00
IRS990ScheduleM/AnyPropertyThatMustBeHeldInd00
IRS990ScheduleM/Form8283ReceivedCnt01
IRS990ScheduleM/RealEstateOtherGrp/ContributionCnt01
IRS990ScheduleM/RealEstateOtherGrp/MethodOfDeterminingRevenuesTxt0Appraisal
IRS990ScheduleM/RealEstateOtherGrp/NonCashCheckboxInd0X
IRS990ScheduleM/RealEstateOtherGrp/NoncashContributionsRptF990Amt0340000
IRS990ScheduleM/ReviewProcessUnusualNCGiftsInd00
IRS990ScheduleM/ThirdPartiesUsedInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Great Falls Legacy Foundation has an informal executive committee that is comprised of four board members. This committee currently meets with the full board at meetings and would only meet separately if a special issue was to arise.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1The board of directors for the organization will review the Form 990 prior to being filed and offer approval or recommened changes prior to submitting.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2The organization required initial disclosure at time of commitment and approval to board. The members are requested to provide written or oral instruction of any changes to the conflict of interest policy. We rely on insiders and other interested persons to report on conflicts of interest and then they are addressed by the board. Typically the member would notify of the conflict and excuse themselves from the vote and/or remove themselves from the meeting.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3The Great Falls Clinic LLP employs the Executive Director for the Foundation full-time and compensation is decided by the Great Falls Clinic LLP HR model. The Clinic donates a portion of the employee's time to the Foundation as the Executive Director.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4The Organization's governing documents, conflict of interest policy, and financial statements are available upon request.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Reimbursement of Compensation: Program service expenses 1,705. Management and general expenses 0. Fundraising expenses 0. Total expenses 1,705. Consulting: Program service expenses 10,529. Management and general expenses 0. Fundraising expenses 0. Total expenses 10,529.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section A, line 8b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section B, line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section B, line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Section B, line 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part VI, Section C, line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990, Part IX, line 11g
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt054433
IRS990/TotalAssetsEOYAmt01504032
IRS990/TotalAssetsGrp/BOYAmt054433
IRS990/TotalAssetsGrp/EOYAmt01504032
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt01477916
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt05823
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt022502
IRS990/TotalFunctionalExpensesGrp/TotalAmt028325
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt054433
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01504032
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt022502
IRS990/TotalReportableCompFromOrgAmt01705
IRS990/TotalRevenueGrp/ExclusionAmt08
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt01477924
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt012
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt054433
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01504032
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnrestrictedNetAssetsGrp/BOYAmt054433
IRS990/UnrestrictedNetAssetsGrp/EOYAmt01504032
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt01400 29th Street South
IRS990/USAddress/CityNm0Great Falls
IRS990/USAddress/StateAbbreviationCd0MT
IRS990/USAddress/ZIPCd059405
IRS990/VotingMembersGoverningBodyCnt011
IRS990/VotingMembersIndependentCnt011
IRS990/WebsiteAddressTxt0www.gfclegacy.org
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0Ed Venetz
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President/Chairman
ReturnHeader/BusinessOfficerGrp/PhoneNum04067713107
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-08-29
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Great Falls Clinic Legacy Foundation
ReturnHeader/Filer/BusinessNameControlTxt0GREA
ReturnHeader/Filer/EIN0474110464
ReturnHeader/Filer/PhoneNum04067713107
ReturnHeader/Filer/USAddress/AddressLine1Txt01400 29th Street South
ReturnHeader/Filer/USAddress/CityNm0Great Falls
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MT
ReturnHeader/Filer/USAddress/ZIPCd059405
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId018A6AEB050E23043FD932549CC6115A3BF9CC176
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0FC18CD2CB74EE7907E16A88B2BA47215FE143D7D
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt08.39.233.115
ReturnHeader/FilingSecurityInformation/IPDt02018-08-29
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0MD
ReturnHeader/FilingSecurityInformation/IPTm015:56:22
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0450250958

Document Assets

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Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,504,032
Liabilities
$0
Net assets
$1,504,032
Revenue
$1,477,924
Expenses
$28,325
Net income
$1,449,599
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.77$0.70$3.07$0.24$0.35$0.11
2023Detailed filing. Detailed filing data is available for this year.$3.98$0.80$3.18$0.31$0.35$0.04
2022Detailed filing. Detailed filing data is available for this year.$4.17$0.96$3.22$0.64$0.35$0.29
2021Detailed filing. Detailed filing data is available for this year.$4.38$1.45$2.93$0.60$0.20$0.40
2020Detailed filing. Detailed filing data is available for this year.$2.53$0.00$2.53$0.35$0.07$0.29
2019Detailed filing. Detailed filing data is available for this year.$2.23$0.00$2.23$0.44$0.06$0.38
2018Detailed filing. Detailed filing data is available for this year.$1.82$0.00$1.82$0.37$0.07$0.30
2017Detailed filing. Detailed filing data is available for this year.$1.50$0.00$1.50$1.48$0.03$1.45