Civic Intelligence

Immanuel Lutheran Corporation of Kalispell Montana

990 • Fiscal year 2021 • EIN 81-0247706

Jul 01, 2020 to Jun 30, 2021 • Filed on Nov 05, 2021

Organization ProfileWWW.ILCORP.ORG

View Organization Page

185 Crestline AvenueKalispell, MT 59901

(406) 752-9612

Siviq Scores

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

Liabilities / Assets

91st percentile

0.93x

Higher debt load relative to assets than 91% of similar nonprofits.

2021 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2021

Liabilities / Revenue

88th percentile

2.85x

Higher debt load relative to revenue than 88% of similar nonprofits.

2021 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2021

Net Margin

30th percentile

3.1%

Higher net margin than 30% of similar nonprofits.

2021 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2021

Top Officer Pay

38th percentile

$274,123

Higher top officer pay than 38% of similar nonprofits.

Top officer pay equals 1.1% of source-year revenue.

2021 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2021

Asset Growth

16th percentile

-0.6%

Faster asset growth than 16% of similar nonprofits.

2021 filings • 501(c)3 • $50M-$100M nonprofits • Annualized from 2020 to 2021

Revenue Growth

56th percentile

15%

Faster revenue growth than 56% of similar nonprofits.

2021 filings • 501(c)3 • $50M-$100M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets91st percentile

Assets

Down

$77,259,524

Down $459,154 (-0.6%) from 2020

Net Assets

Up

$5,201,683

Up $2,168,479 (+71%) from 2020

Liabilities

Down

$72,057,841

Down $2,627,633 (-3.5%) from 2020

Revenue And Expenses
Liabilities / Revenue88th percentileNet Margin30th percentile

Revenue

Up

$25,310,475

Up $3,361,046 (+15%) from 2020

Expenses

Down

$24,514,619

Down $276,330 (-1.1%) from 2020

Net Income

Up

$795,856

Up $3,637,376 (+128%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth16th percentile

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

$100M$50M$0-$50MAssets 2010: $16,959,037Liabilities 2010: $5,508,023Net Assets 2010: $11,451,0142010Assets 2011: $20,824,163Liabilities 2011: $8,488,724Net Assets 2011: $12,335,4392011Assets 2012: $28,845,849Liabilities 2012: $17,033,610Net Assets 2012: $11,812,2392012Assets 2013: $29,294,085Liabilities 2013: $15,860,411Net Assets 2013: $13,433,6742013Assets 2014: $29,953,946Liabilities 2014: $15,457,349Net Assets 2014: $14,496,5972014Assets 2015: $29,763,363Liabilities 2015: $15,074,437Net Assets 2015: $14,688,9262015Assets 2016: $35,582,040Liabilities 2016: $21,921,286Net Assets 2016: $13,660,7542016Assets 2017: $84,553,616Liabilities 2017: $70,624,481Net Assets 2017: $13,929,1352017Assets 2018: $83,324,443Liabilities 2018: $72,263,311Net Assets 2018: $11,061,1322018Assets 2019: $79,118,868Liabilities 2019: $73,128,264Net Assets 2019: $5,990,6042019Assets 2020: $77,718,678Liabilities 2020: $74,685,474Net Assets 2020: $3,033,2042020Assets 2021: $77,259,524Liabilities 2021: $72,057,841Net Assets 2021: $5,201,6832021Assets 2022: $74,381,473Liabilities 2022: $72,697,431Net Assets 2022: $1,684,0422022Assets 2023: $71,288,709Liabilities 2023: $72,878,631Net Assets 2023: -$1,589,9222023Assets 2024: $71,212,509Liabilities 2024: $73,720,350Net Assets 2024: -$2,507,8412024

Highlighted filing

2021

Assets$77,259,524
Liabilities$72,057,841
Net Assets$5,201,683
Open 2021 Filing

Operations Trend

Revenue Growth56th percentile

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

$40M$30M$20M$10M$0-$10MExpenses 2010: $11,992,9392010Expenses 2011: $12,032,6462011Expenses 2012: $12,577,3112012Expenses 2013: $14,022,6502013Revenue 2014: $15,493,441Expenses 2014: $14,720,221Net Income 2014: $773,2202014Revenue 2015: $15,391,024Expenses 2015: $15,077,112Net Income 2015: $313,9122015Revenue 2016: $14,127,746Expenses 2016: $14,742,825Net Income 2016: -$615,0792016Revenue 2017: $14,752,677Expenses 2017: $15,665,098Net Income 2017: -$912,4212017Revenue 2018: $16,556,795Expenses 2018: $19,627,292Net Income 2018: -$3,070,4972018Revenue 2019: $20,636,010Expenses 2019: $24,185,731Net Income 2019: -$3,549,7212019Revenue 2020: $21,949,429Expenses 2020: $24,790,949Net Income 2020: -$2,841,5202020Revenue 2021: $25,310,475Expenses 2021: $24,514,619Net Income 2021: $795,8562021Revenue 2022: $25,428,001Expenses 2022: $27,135,247Net Income 2022: -$1,707,2462022Revenue 2023: $25,896,211Expenses 2023: $29,543,275Net Income 2023: -$3,647,0642023Revenue 2024: $31,333,800Expenses 2024: $32,377,375Net Income 2024: -$1,043,5752024

Highlighted filing

2021

Revenue$25,310,475
Expenses$24,514,619
Net Income$795,856
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Nov 5, 2021
Return Version
2020v4.1
Gross Receipts
$25,714,220
Mission and Program Overview

Mission

Enriching lives by providing Christian communities of support and loving care.

Immanuel lutheran communities' mission is to create vibrant communities of engaged purposeful living and meaningful relationships in an inclusive, compassionate, christian environment dedicated to dignity and vitality throughout life.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$51,177,718$50,846,616▼ $331,102
Investments in Publicly Traded Securities$13,027,596$14,191,437▲ $1,163,841
Cash and Non-Interest-Bearing Accounts$9,807,238$8,583,060▼ $1,224,178
Savings and Temporary Cash Investments$1,640,788$1,660,746▲ $19,958
Accounts Receivable$1,497,545$1,487,804▼ $9,741
Prepaid Expenses and Deferred Charges$258,724$192,195▼ $66,529
Investments Program Related$93,634$124,845▲ $31,211
Inventories for Sale or Use$146,608$106,494▼ $40,114
Investments Other Securities$37,000$37,000→ $0
Total Assets$77,718,678$77,259,524▼ $459,154
Other Assets Total$31,827$29,327▼ $2,500
Liabilities
Tax Exempt Bond Liabilities$59,027,539$58,267,178▼ $760,361
Escrow Account Liability$8,970,541$9,442,294▲ $471,753
Accounts Payable and Accrued Expenses$2,174,268$2,580,975▲ $406,707
Deferred Revenue$4,451,126$1,707,394▼ $2,743,732
Other Liabilities$62,000$60,000▼ $2,000
Total Liabilities$74,685,474$72,057,841▼ $2,627,633
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,801,117$4,141,034▲ $2,339,917
Net Assets With Donor Restrictions$1,232,087$1,060,649▼ $171,438
Total Net Assets Fund Balance$3,033,204$5,201,683▲ $2,168,479
Total Liabilities and Net Assets / Fund Balance$77,718,678$77,259,524▼ $459,154

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$46,011,037$17,349,314$63,360,351
Equipment$2,654,574$5,335,795$7,990,369
Leasehold Improvements$-882,936$2,787,075$1,904,139
Other Land Buildings$1,760,886-$1,760,886
Land$1,303,055-$1,303,055

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2020$974,348$11,358▲ $62,071$206,268$841,509
2019$1,273,487$19,371▲ $16,076$27,357$974,348
2018$1,212,417-▲ $61,070-$1,273,487
2017$1,123,609$57,102▲ $31,706-$1,212,417
2016$920,079$30,815▲ $197,652$24,937$1,123,609
Compensation and Service Providers
Top Officer Pay38th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Jason CronkCEOFT$254,261$19,862$274,123
Carla WiltonCOOFT$134,690$9,747$144,437
William ShafferAdminitrator/director of RehabFT$129,698$9,127$138,825
David JollyPlant & Operations DirectorFT$128,900$1,690$130,590
Teryn WaldenbergCFOFT$120,111$5,097$125,208
Donna GerberPhyscial TherapistFT$110,899$4,354$115,253
Kathy EnsignOccupational TherapistFT$107,529$2,866$110,395
Heidi HickethierFoundation DirectorFT$105,715$2,169$107,884

Board Members and Trustees

NameTitle
Thomas LundChair & Director
David RommereimBoard Member & Vice Chair
Jim HeimVice Chair & Chair
Callie LangohrBoard Member
Colleen KarperBoard Member
Dan JohnsBoard Member
Dr Lawrence IwersenBoard Member
Jeff WilsonBoard Member
John ErfleBoard Member
Judy WindauerBoard Member
David MeredithBoard Member (through October 2020)
Michael ConnerBoard Member (through October 2020)
Linda ConnersDirector
William SchottelkorbSecretary
Larry SimpsonTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
ThrivewellI.t. Services5285 WESTVIEW DRIVE SUITE 200, Fredrick, MD 21703$289,813
Mmw ArchitectsArchitectural Services125 WEST ALDER STREET, Missoula, MT 59802$173,819
Jd ThinningExcavation & Landscaping ServicesPO BOX 4744, Whitefish, MT 59937$135,634
Revenue and Support

Revenue Composition

Contributions and Grants
$4,943,775
Program Service Revenue
$19,358,392
Investment Income
$925,337
Other Revenue
$82,971
All Other Contributions
$68,229
Change in Net Assets
$795,856

Audited Revenue Reconciliation

Revenue per Audited Statements
$25,219,827
Revenue Not Reported on Financial Statements
$90,648
Revenue Not Reported on Form 990
$242,791
Other Revenue Adjustments
$24,031
Total Revenue per Audited Statements
$25,462,618
Total Revenue per Form 990
$25,310,475
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$13,038,993
Other Expenses$11,441,103
Total Fundraising Expense$234,844
Grants and Similar Amounts Paid$34,523
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$9,670,275$910,172$158,578$10,739,025
Interest$3,080,978--$3,080,978
Depreciation Depletion$2,814,473-$117$2,814,590
Fees for Services Other$228,457$718,954$634$948,045
Payroll Taxes$684,773$104,291$11,229$800,293
Other Employee Benefits$653,894$72,716$10,723$737,333
Occupancy$462,765$154,382-$617,147
Current Officers, Directors, Trustees, and Key Employees-$589,489-$589,489
All Other Expenses$100,214$326,655$20,549$447,418
Other Expenses$101,252$318,639$281$420,172
Insurance-$309,632$7,483$317,115
Office Expenses$225,381$21,898$3,514$250,793
Pension Plan Contributions$147,902$22,526$2,425$172,853
Advertising-$126,187$19,285$145,472
Fees for Service Investment Mgmnt Fees-$66,617-$66,617
Fees for Services Legal-$61,380-$61,380
Fees for Services Accounting-$57,592-$57,592
Information Technology$9,269$29,169$26$38,464
Conferences and Meetings$20,652$6,889-$27,541
Grants to Domestic Individuals$26,998--$26,998
Travel$8,778$2,928-$11,706
Grants to Domestic Orgs$7,525--$7,525
Total Functional Expenses$20,147,208$4,132,567$234,844$24,514,619

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$24,514,619
Expenses per Audited Statements$24,448,002
Total Expenses per Audited Statements$24,448,002
Expenses Not Reported on Financial Statements$66,617
Expenses Not Reported on Form 990$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Immanuel FoundationKalispell, MT501(c)(3)General Operating Support$5,025
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
Yes
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Payable to Annuity Beneficiary$60,000

Bond Issues

BondIssuerIssuedIssue PricePurpose
ACity of Kalispell Montana2017-05-18$65,694,810To refund series 2016 bonds

Bond Proceeds

BondTotal ProceedsSpentRetiredIssuance Costs
A$65,694,810$28,432,519$5,970,000$1,284,400

Bond Financing Compliance

No rebate due
No
Rebate not yet due
Yes
Form 8038-T filed
No
Gross proceeds invested
No
Gross proceeds invested in GIC
No
Exception to rebate
No
Corrective action procedures
Yes
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 1

“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 6

“At all times, at least 51% of the membership in immanuel lutheran communities must be lutheran congregations affiliated with the montana synod of the evangelical lutheran church in america ("elca"). Additional congregations of any denomination that wish to apply for membership and actively support immanuel lutheran communities' mission and vision may become members. Each member congregation has one pastoral delegate and between two and five additional delegates.”

Form 990, Part VI, Section A, Line 7A

“The board members are elected by the members' delegates.”

Form 990, Part VI, Section A, Line 7B

“Amendments to the articles of incorporation or bylaws require approval by a two-thirds vote of the members' delegates.”

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

“Prior to filing, the form 990 was reviewed by the cfo and ceo 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 immanuel lutheran communities 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 at the october board meeting. The executive committee of the 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 B, Line 15A

“Compensation for the ceo is researched and 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 the ceo. Executive compensation was last reviewed in 2021.”

Form 990, Part VI, Section C, Line 19

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

Filing and Contact Details

Filer

Filer Name
Immanuel Lutheran Communities
EIN
81-0247706
Phone
4067529612
Address
185 CRESTLINE AVENUE, KALISPELL, MT 59901
Doing Business As
The Retreat at Buffalo Hill

Signing Officer

Name
Jason Cronk
Title
CEO
Phone
4067529612
Signed
2021-11-05
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jason Cronk
Formed
1953
Legal Domicile
Mt
Voting Board Members
13
Independent Board Members
13
Employees
432
Volunteers
25

Preparer

Firm
Cliftonlarsonallen Llp
Address
10700 NORTHUP WAY SUITE 200, BELLEVUE, WA 98004
Preparer
Kurt Bennion CPA
Phone
4252506100
Supplemental Narrative

Additional Explanations

Form 990, Part I, Item C

“Dba: the villas at buffalo hill”

FORM 990, PART XI, LINE 9:

“Change in value of split-interest agreements -3,614.”

Financial Statement Notes

PART IV, LINE 2B:

“The organization holds resident trust funds and also resident deposits for the organization's new project, the villas. Resident trust funds at june 30, 2021 were $47,707 and resident deposits for the villas were $293,598.”

PART V, LINE 4:

“In 1988, immanuel lutheran 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, ilc developed the following guidelines for the use of these funds: be an employee of immanuel lutheran, 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 lutheran for which there is an anticipated shortage or need. The remaining endowments consist of individual funds established for a variety of purposes such as maintenance of grounds, purchase of equipment, sponsor resident activities, christ cares fund for employee assistance and such other needs to enrich our residents' lives.”

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. The community 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 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.”

PART XI, LINE 2D - OTHER ADJUSTMENTS:

“Net assets released from restrictions for operations 242,791.”

PART XI, LINE 4B - OTHER ADJUSTMENTS:

“Contributions with donor restrictions 9,281. Investment income with donor restrictions 14,750.”

Raw XML AppendixShowing 400 of 898 raw XML fields

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/Desc0IMMANUEL LUTHERAN COMMUNITIES ("IMMANUEL LUTHERAN") WAS INCORPORATED IN THE STATE OF MONTANA ON SEPTEMBER 7, 1953. IT IS AN AFFILIATED SOCIAL MINISTRY ORGANIZATION RECOGNIZED BY THE EVANGELICAL LUTHERAN CHURCH IN AMERICA AND ITS MEMBERSHIP CONSISTS MOSTLY OF THOSE LUTHERAN CONGREGATIONS AFFILIATED WITH THE MONTANA SYNOD, BUT OPERATES INDEPENDENTLY AND BEARS SOLE RESPONSIBILITY FOR ITS FISCAL SOLVENCY. AS A NOT-FOR-PROFIT CORPORATION, IMMANUEL LUTHERAN OPERATES A SKILLED NURSING FACILITY (DBA: IMMANUEL SKILLED CARE CENTER, OR "ISCC"), A REHABILITATION FACILITY (DBA: THE RETREAT AT BUFFALO HILL, OR "THE RETREAT"), AN INDEPENDENT AND ASSISTED LIVING FACILITY (DBA: BUFFALO HILL TERRACE, OR "BHT AND "THE VILLAS"), AND A MEMORY CARE PROGRAM (DBA: "THE LODGE"). IMMANUEL LUTHERAN HAS GROWN INTO ONE OF THE LARGEST CONTINUING CARE RETIREMENT COMMUNITIES IN THE STATE OF MONTANA.DURING THE FISCAL YEAR ENDED JUNE 30, 2021, ISCC AND THE RETREAT PROVIDED 30,465 DAYS OF CARE TO ITS ELDERLY AND DISABLED POPULATION. IMMANUEL LUTHERAN WAS ONE OF THE LARGEST PROVIDERS OF MEDICAID LONG-TERM CARE IN FLATHEAD COUNTY, PROVIDING 17,994 DAYS OF CARE. THE SHORTFALL TO PROVIDE CARE TO MEDICAID RECIPIENTS AND THE REIMBURSEMENT RECEIVED WAS ABOUT $2,000,000. FOR THE FISCAL YEAR ENDING JUNE 30, 2021. SERVICES PROVIDED TO ALL NURSING HOME RESIDENTS ARE SKILLED NURSING, ASSISTANCE WITH ACTIVITIES OF DAILY LIVING, PHYSICAL THERAPY, OCCUPATIONAL THERAPY, SPEECH THERAPY, SOCIAL AND RECREATIONAL ACTIVITIES, PASTORAL SERVICES, MEALS, HOUSEKEEPING AND LAUNDRY. IN ADDITION TO THE SERVICES PROVIDED TO INTERNAL RESIDENTS, IMMANUEL ALSO LAUNCHED AN OUTPATIENT THERAPY PROGRAM TO PROVIDE THERAPY SERVICES TO THE GENERAL PUBLIC.BHT HAD A TOTAL RESIDENT DAY CENSUS OF 52,161 DAYS FOR THE FISCAL YEAR, WHICH EQUATES TO 86% OCCUPANCY. THE DROP IN OCCUPANCY PERCENTAGE FROM THE PRIOR YEAR IS DIRECTLY RELATED THE COVID-19 PANDEMIC. ON AVERAGE, BHT SERVED 50 ASSISTED LIVING RESIDENTS PER DAY. ALONG WITH ASSISTED LIVING, OTHER SERVICES AVAILABLE TO ALL RESIDENTS ARE REHABILITATIVE SERVICES, SOCIAL AND RECREATIONAL ACTIVITIES, PASTORAL SERVICES, DINING, HOUSEKEEPING AND LAUNDRY.DURING THE YEAR, IMMANUEL LUTHERAN COMMUNITIES ADDED TWO INDEPENDENT LIVING PATIO HOMES CALLED "THE COTTAGES AT BUFFALO HILL" WHICH OPENED IN JULY 2021. THESE NEW RESIDENTIAL LIVING HOMES RANGE FROM 1,300-1,580 SQUARE FEET AND INCLUDE MODERN DESIGN FEATURES. THESE TWO UNITS ARE THE FIRST OF SIX TOTAL UNITS TO BE ADDED TO THE IMMANUEL LUTHERAN COMMUNITIES OFFERING IN KALISPELL.SOCIAL ACCOUNTABILITY REPORT: IN KEEPING WITH OUR MISSION STATEMENT, LISTED HERE ARE WAYS THAT IMMANUEL LUTHERAN SERVES THE COMMUNITY IN WHICH WE WORK AND SERVE. IMMANUEL LUTHERAN COMMUNITIES IS A MEMBER OF BOTH THE KALISPELL CHAMBER OF COMMERCE AND THE EVERGREEN CHAMBER OF COMMERCE AND PARTICIPATES IN THE CHAMBER FUNDRAISERS FOR BOTH. WE ARE A MEMBER OF THE KALISPELL ROTARY AND A CONTRIBUTOR TO THE "THE ROTARY FOUNDATION ANNUAL ENDOWMENT FUND". IMMANUEL LUTHERAN COMMUNITIES IS A SPONSORING MEMBER OF THE HOCKADAY MUSEUM OF ART. WE PROVIDE DINNER ONCE A MONTH FOR THIRTY PEOPLE AT THE ABBIE SHELTER; FOR A HUNDRED PEOPLE FOR THE "FEED THE FLATHEAD; AND ABOUT THIRTY SACK LUNCHES FOR HABITAT FOR HUMANITY. WE PROVIDE FOOD FOR 600 AT UNITED WAY'S ANNUAL WINTER WARMUP (ESTIMATED ANNUAL VALUE - $10,000). WHEN WE HAVE LEFTOVER FOOD FROM DINNER OR AN EVENT, WE DONATE THAT TO THE BOYS AND GIRLS CLUB. WE DONATE CLOTHING TO SECOND HELPINGS THRIFT STORE. WE'VE DONATED TABLEWARE TO LOCAL SCHOOLS. WE DONATE TO FUNDRAISERS TO SUPPORT THE FOUNDATION AT FLATHEAD VALLEY COMMUNITY COLLEGE AND SUPPORTED THE COMMUNITY PERFORMANCE ARTS AND THEATRE FUNDRAISER. IMMANUEL LUTHERAN COMMUNITIES DONATED TO THE KALISPELL REGIONAL HEALTHCARE FOUNDATION. WHEN PERMITTED WITHIN COVID RESTRICTIONS, WE HOSTED CARE GIVER SUPPORT GROUPS AND EDUCATIONAL GROUPS FOR COMMUNITY MEMBERS FACING LIFE CHANGES DUE TO A DIAGNOSIS OF ALZHEIMER'S OR OTHER RELATED DEMENTIA. STAFF MEMBERS CURR
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IRS990/MissionDesc0IMMANUEL LUTHERAN COMMUNITIES' MISSION IS TO CREATE VIBRANT COMMUNITIES OF ENGAGED PURPOSEFUL LIVING AND MEANINGFUL RELATIONSHIPS IN AN INCLUSIVE, COMPASSIONATE, CHRISTIAN ENVIRONMENT DEDICATED TO DIGNITY AND VITALITY THROUGHOUT LIFE. OUR VISION IS TO BE RESPECTED, COMPASSIONATE, INNOVATIVE, FAITH-BASED PROVIDER FOR PURPOSEFUL LIVING AND QUALITY SERVICES PRIMARILY TO OLDER ADULTS. OUR CORE VALUES ARE COMPASSION, EXCELLENCE, RESPECT, INTEGRITY, POSITIVE WORKPLACE, AND STEWARDSHIP. THE PRIMARY PURPOSE OF IMMANUEL LUTHERAN COMMUNITIES IS TO MAINTAIN AND OPERATE A CONTINUING CARE RETIREMENT COMMUNITY THAT PROVIDES HOUSING AND SERVICES REQUIRED BY THE ELDERLY, DESIGNED TO MAINTAIN THE PHYSICAL WELL-BEING OF THE RESIDENTS INCLUDING THE PROVISION OF SUCH SPECIALIZED SERVICES AS MEALS, HOUSEKEEPING, LAUNDRY, TRANSPORTATION, SOCIAL ACTIVITY PROGRAMS AND SECURITY.
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IRS990/OnBehalfOfIssuerInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt031827

Document Assets

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Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$77,259,524
Liabilities
$72,057,841
Net assets
$5,201,683
Revenue
$25,310,475
Expenses
$24,514,619
Net income
$795,856
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$71.2$73.7$2.51$31.3$32.4$1.04
2023Detailed filing. Detailed filing data is available for this year.$71.3$72.9$1.59$25.9$29.5$3.65
2022Detailed filing. Detailed filing data is available for this year.$74.4$72.7$1.68$25.4$27.1$1.71
2021Detailed filing. Detailed filing data is available for this year.$77.3$72.1$5.20$25.3$24.5$0.80
2020Detailed filing. Detailed filing data is available for this year.$77.7$74.7$3.03$21.9$24.8$2.84
2019Summary only. Only limited summary data is available for this year.$79.1$73.1$5.99$20.6$24.2$3.55
2018Detailed filing. Detailed filing data is available for this year.$83.3$72.3$11.1$16.6$19.6$3.07
2017Detailed filing. Detailed filing data is available for this year.$84.6$70.6$13.9$14.8$15.7$0.91
2016Detailed filing. Detailed filing data is available for this year.$35.6$21.9$13.7$14.1$14.7$0.62
2015Detailed filing. Detailed filing data is available for this year.$29.8$15.1$14.7$15.4$15.1$0.31
2014Detailed filing. Detailed filing data is available for this year.$30.0$15.5$14.5$15.5$14.7$0.77
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$29.3$15.9$13.4$14.0
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$28.8$17.0$11.8$12.6
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$20.8$8.49$12.3$12.0
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$17.0$5.51$11.5$12.0