Civic Intelligence

Butte Senior Housing Inc DBA Highland VI

990 • Fiscal year 2014 • EIN 81-0307497

Jul 01, 2013 to Jun 30, 2014 • Filed on Sep 19, 2014

1515 Oregon Avenue59701

(406) 782-0090

Siviq Scores

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

Liabilities / Assets

75th percentile

0.09x

Higher debt load relative to assets than 75% of similar nonprofits.

2014 filings • 501(c)4 • <$500k nonprofits • Source year 2014

Liabilities / Revenue

80th percentile

0.14x

Higher debt load relative to revenue than 80% of similar nonprofits.

2014 filings • 501(c)4 • <$500k nonprofits • Source year 2014

Net Margin

23rd percentile

-9.8%

Higher net margin than 23% of similar nonprofits.

2014 filings • 501(c)4 • <$500k nonprofits • Source year 2014

Top Officer Pay

97th percentile

$57,968

Higher top officer pay than 97% of similar nonprofits.

Top officer pay equals 19.1% of source-year revenue.

2014 filings • 501(c)4 • <$500k nonprofits • Source year 2014

Asset Growth

33rd percentile

-4.8%

Faster asset growth than 33% of similar nonprofits.

2014 filings • 501(c)4 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

Score unavailable

No value available

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

Source year 2014

Assets

Down

$481,622

Down $24,137 (-4.8%) from 2013

Net Assets

Down

$439,621

Down $29,586 (-6.3%) from 2013

Liabilities

Up

$42,001

Up $5,449 (+15%) from 2013

Revenue

$303,083

No earlier filing loaded for comparison.

Expenses

Up

$332,669

Up $34,015 (+11%) from 2013

Net Income

-$29,586

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$600K$400K$200K$0Assets 2011: $538,180Liabilities 2011: $112,541Net Assets 2011: $425,6392011Assets 2012: $515,551Liabilities 2012: $49,205Net Assets 2012: $466,3462012Assets 2013: $505,759Liabilities 2013: $36,552Net Assets 2013: $469,2072013Assets 2014: $481,622Liabilities 2014: $42,001Net Assets 2014: $439,6212014Assets 2015: $431,962Liabilities 2015: $34,091Net Assets 2015: $397,8712015Assets 2016: $424,370Liabilities 2016: $33,604Net Assets 2016: $390,7662016Assets 2017: $427,086Liabilities 2017: $36,354Net Assets 2017: $390,7322017Assets 2018: $446,895Liabilities 2018: $33,797Net Assets 2018: $413,0982018Assets 2019: $468,288Liabilities 2019: $36,456Net Assets 2019: $431,8322019Assets 2020: $473,254Liabilities 2020: $32,123Net Assets 2020: $441,1312020Assets 2021: $516,548Liabilities 2021: $37,674Net Assets 2021: $478,8742021Assets 2022: $505,638Liabilities 2022: $31,380Net Assets 2022: $474,2582022Assets 2023: $515,713Liabilities 2023: $37,046Net Assets 2023: $478,6672023Assets 2024: $522,824Liabilities 2024: $34,758Net Assets 2024: $488,0662024Assets 2025: $573,874Liabilities 2025: $27,424Net Assets 2025: $546,4502025

Highlighted filing

2014

Assets$481,622
Liabilities$42,001
Net Assets$439,621

Operations Trend

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

$600K$400K$200K$0-$200KExpenses 2011: $266,8412011Expenses 2012: $254,7182012Expenses 2013: $298,6542013Revenue 2014: $303,083Expenses 2014: $332,669Net Income 2014: -$29,5862014Revenue 2015: $302,749Expenses 2015: $344,498Net Income 2015: -$41,7492015Revenue 2016: $310,177Expenses 2016: $317,282Net Income 2016: -$7,1052016Revenue 2017: $316,258Expenses 2017: $316,292Net Income 2017: -$342017Revenue 2018: $319,641Expenses 2018: $297,275Net Income 2018: $22,3662018Revenue 2019: $325,975Expenses 2019: $307,241Net Income 2019: $18,7342019Revenue 2020: $333,297Expenses 2020: $323,998Net Income 2020: $9,2992020Revenue 2021: $326,767Expenses 2021: $289,024Net Income 2021: $37,7432021Revenue 2022: $336,246Expenses 2022: $340,862Net Income 2022: -$4,6162022Revenue 2023: $351,551Expenses 2023: $347,142Net Income 2023: $4,4092023Revenue 2024: $364,324Expenses 2024: $354,925Net Income 2024: $9,3992024Revenue 2025: $532,272Expenses 2025: $473,888Net Income 2025: $58,3842025

Highlighted filing

2014

Revenue$303,083
Expenses$332,669
Net Income-$29,586
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Sep 19, 2014
Return Version
2013v3.0
Gross Receipts
$303,083
Mission and Program Overview

Mission

To provide the elderly with housing facilities and services designated to meet their physical, social, and psychological needs.

To provide the elderly with housing facilities and services designed to meet their physical, social, and psychological needs.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$389,971$353,225▼ $36,746
Cash and Non-Interest-Bearing Accounts$20,252$14,341▼ $5,911
Prepaid Expenses and Deferred Charges$3,322$5,443▲ $2,121
Total Assets$505,759$481,622▼ $24,137
Other Assets Total$92,214$108,613▲ $16,399
Liabilities
Accounts Payable and Accrued Expenses$20,832$24,647▲ $3,815
Other Liabilities$15,350$15,401▲ $51
Deferred Revenue$370$1,953▲ $1,583
Total Liabilities$36,552$42,001▲ $5,449
Net Assets / Fund Balance
Unrestricted Net Assets$469,207$439,621▼ $29,586
Total Net Assets Fund Balance$469,207$439,621▼ $29,586
Total Liabilities and Net Assets / Fund Balance$505,759$481,622▼ $24,137

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$313,431$973,716$1,287,147
Leasehold Improvements$6,094$204,158$210,252
Land$33,700-$33,700
Other Assets Org$15,401--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Mary C GrinoldsCo Exec DirectorPT$18,705$39,263$57,968
Earl B SholeyCo Exec DirectorPT$18,655$39,213$57,868

Board Members and Trustees

NameTitle
Joseph I MorrisPresident
Patrick FlemingVice President
John Bernie BoyleDirector
John J SandoDirector
Michael J CourtneyDirector
Tim NorbeckDirector
Janet WheelerSecretary/treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$299,992
Investment Income
$182
Other Revenue
$2,909
Change in Net Assets
$-29,586
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$182,192
Salaries, Compensation, and Employee Benefits$105,477
Grants and Similar Amounts Paid$45,000
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Occupancy$46,143--$46,143
Grants to Domestic Orgs$45,000--$45,000
Other Salaries and Wages$44,517--$44,517
Depreciation Depletion$36,746--$36,746
Current Officers, Directors, Trustees, and Key Employees$28,133--$28,133
Other Employee Benefits$25,629--$25,629
Insurance$14,647--$14,647
All Other Expenses$10,309--$10,309
Other Expenses$10,208--$10,208
Office Expenses$8,488--$8,488
Fees for Services Accounting-$7,430-$7,430
Payroll Taxes$7,198--$7,198
Advertising-$2,796-$2,796
Total Functional Expenses$322,443$10,226$0$332,669
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
23-7543383--Butte Senior Housing, Inc. Contributed Funds to the Butte Council 4668 Knights of Columbus to Assist With Its Mission of Promoting Social and Intellectual Fellowship.$45,000
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
Subject to proxy tax
No
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
-Common Board MembersButte Senior Housing Contributed Amounts During the Fiscal Year to Butte Council 4668 Knights of Columbus. Two of the Board Members of Butte Senior Housing, Inc. Are Board Members of the Butte Council 4668 Knights of Columbus.No$45,000
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Tenants Security Deposits$15,401
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Audit committee
No
Backup withholding compliance
Yes
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
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11

The board reviews the 990 at a board meeting before filing.

Form 990, Part VI, Section C, Line 19

Upon request, the co-director will make copies of governing documents and distribute.

Filing and Contact Details

Filer

EIN
81-0307497
Phone
4067820090

Signing Officer

Name
Joseph Morris
Title
President
Phone
4067820090
Signed
2014-09-19
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Joseph Morris
Formed
1968
Legal Domicile
Mt
Voting Board Members
7
Independent Board Members
7
Employees
7
Volunteers
0

Preparer

Preparer
James E Woy
Phone
4067820451
Supplemental Narrative

Financial Statement Notes

PART X, LINE 2:

The project is a nonprofit organization exempt from taxes under 501(c)(4) of the u. S. Internal revenue code. As a result, no provision for income tax is included in the financial statements. As of june 30, 2014 there were no uncertain tax positions.

Raw XML AppendixShowing 400 of 412 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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IRS990ScheduleD/OtherAssetsOrgGrp/Desc0ESCROW DEPOSITS
IRS990ScheduleD/OtherAssetsOrgGrp/Desc1TENANT DEPOSITS HELD IN TRUST:TENAN
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt015401
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0TENANTS SECURITY DEPOSITS
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE PROJECT IS A NONPROFIT ORGANIZATION EXEMPT FROM TAXES UNDER 501(C)(4) OF THE U. S. INTERNAL REVENUE CODE. AS A RESULT, NO PROVISION FOR INCOME TAX IS INCLUDED IN THE FINANCIAL STATEMENTS. AS OF JUNE 30, 2014 THERE WERE NO UNCERTAIN TAX POSITIONS.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0353225
IRS990ScheduleD/TotalBookValueOtherAssetsAmt0108613
IRS990ScheduleD/TotalLiabilityAmt015401
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/RecipientTable/CashGrantAmt045000
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0BUTTE SENIOR HOUSING, INC. CONTRIBUTED FUNDS TO THE BUTTE COUNCIL 4668 KNIGHTS OF COLUMBUS TO ASSIST WITH ITS MISSION OF PROMOTING SOCIAL AND INTELLECTUAL FELLOWSHIP.
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine10BUTTE COUNCIL 4668 KNIGHTS OF COLUMBUS
IRS990ScheduleI/RecipientTable/RecipientEIN0237543383
IRS990ScheduleI/RecipientTable/USAddress/AddressLine10224 W PARK ST
IRS990ScheduleI/RecipientTable/USAddress/City0BUTTE
IRS990ScheduleI/RecipientTable/USAddress/State0MT
IRS990ScheduleI/RecipientTable/USAddress/ZIPCode059701
IRS990/ScheduleJRequiredInd00
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/BusinessName/BusinessNameLine10BUTTE COUNCIL 4668 KNIGHTS OF COLUMBUS
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt0COMMON BOARD MEMBERS
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/SharingOfRevenuesInd00
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionAmt045000
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc0BUTTE SENIOR HOUSING CONTRIBUTED AMOUNTS DURING THE FISCAL YEAR TO BUTTE COUNCIL 4668 KNIGHTS OF COLUMBUS. TWO OF THE BOARD MEMBERS OF BUTTE SENIOR HOUSING, INC. ARE BOARD MEMBERS OF THE BUTTE COUNCIL 4668 KNIGHTS OF COLUMBUS.
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE BOARD REVIEWS THE 990 AT A BOARD MEETING BEFORE FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1UPON REQUEST, THE CO-DIRECTOR WILL MAKE COPIES OF GOVERNING DOCUMENTS AND DISTRIBUTE.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine10COLUMBUS PLAZA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0810349734
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(4)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0MT
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0OPERATES AN APARTMENT FACILITY FOR THE ELDERLY LOCATED IN BUTTE, MT.
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine101515 OREGON AVENUE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/City0BUTTE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/State0MT
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCode059701
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd01
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt037689
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine10COLUMBUS PLAZA
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0O
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0505759
IRS990/TotalAssetsEOYAmt0481622
IRS990/TotalAssetsGrp/BOYAmt0505759
IRS990/TotalAssetsGrp/EOYAmt0481622
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt07
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt010226
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0322443
IRS990/TotalFunctionalExpensesGrp/TotalAmt0332669
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt036552
IRS990/TotalLiabilitiesEOYAmt042001
IRS990/TotalLiabilitiesGrp/BOYAmt036552
IRS990/TotalLiabilitiesGrp/EOYAmt042001
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0469207
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0439621
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0322443
IRS990/TotalProgramServiceRevenueAmt0299992
IRS990/TotalReportableCompFromOrgAmt037360
IRS990/TotalRevenueGrp/ExclusionAmt02537
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0300546
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0303083
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0505759
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0481622
IRS990/TotReportableCompRltdOrgAmt078476
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0469207
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0439621
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine101515 OREGON AVENUE
IRS990/USAddress/City0BUTTE
IRS990/USAddress/State0MT
IRS990/USAddress/ZIPCode059701
IRS990/VotingMembersGoverningBodyCnt07
IRS990/VotingMembersIndependentCnt07
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JOSEPH MORRIS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum04067820090
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-09-19
ReturnHeader/Filer/BusinessName/BusinessNameLine10BUTTE SENIOR HOUSING INC
ReturnHeader/Filer/BusinessNameControlTxt0BUTT
ReturnHeader/Filer/EIN0810307497
ReturnHeader/Filer/PhoneNum04067820090
ReturnHeader/Filer/USAddress/AddressLine101515 OREGON AVENUE
ReturnHeader/Filer/USAddress/City0BUTTE
ReturnHeader/Filer/USAddress/State0MT
ReturnHeader/Filer/USAddress/ZIPCode059701
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0810385940
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10ANDERSON ZURMUEHLEN & CO PC

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$5.74$0.27$5.46$5.32$4.74$0.58
2024Detailed filing. Detailed filing data is available for this year.$5.23$0.35$4.88$3.64$3.55$0.09
2023Detailed filing. Detailed filing data is available for this year.$5.16$0.37$4.79$3.52$3.47$0.04
2022Detailed filing. Detailed filing data is available for this year.$5.06$0.31$4.74$3.36$3.41$0.05
2021Detailed filing. Detailed filing data is available for this year.$5.17$0.38$4.79$3.27$2.89$0.38
2020Detailed filing. Detailed filing data is available for this year.$4.73$0.32$4.41$3.33$3.24$0.09
2019Detailed filing. Detailed filing data is available for this year.$4.68$0.36$4.32$3.26$3.07$0.19
2018Detailed filing. Detailed filing data is available for this year.$4.47$0.34$4.13$3.20$2.97$0.22
2017Detailed filing. Detailed filing data is available for this year.$4.27$0.36$3.91$3.16$3.16$0.00
2016Detailed filing. Detailed filing data is available for this year.$4.24$0.34$3.91$3.10$3.17$0.07
2015Detailed filing. Detailed filing data is available for this year.$4.32$0.34$3.98$3.03$3.44$0.42
2014Detailed filing. Detailed filing data is available for this year.$4.82$0.42$4.40$3.03$3.33$0.30
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.06$0.37$4.69$2.99
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.16$0.49$4.66$2.55
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.38$1.13$4.26$2.67