Civic Intelligence

Sunrise Bluff Estates Inc.

990 • Fiscal year 2018 • EIN 81-0365125

Jan 01, 2018 to Dec 31, 2018 • Filed on Apr 08, 2019

711 21st StreetFort Benton, MT 59442

(406) 622-5443

Siviq Scores

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

Liabilities / Assets

87th percentile

0.59x

Higher debt load relative to assets than 87% of similar nonprofits.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2018

Liabilities / Revenue

85th percentile

0.48x

Higher debt load relative to revenue than 85% of similar nonprofits.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2018

Net Margin

88th percentile

37%

Higher net margin than 88% of similar nonprofits.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2018

Top Officer Pay

50th percentile

$0

Higher top officer pay than 50% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2018

Asset Growth

29th percentile

-4.2%

Faster asset growth than 29% of similar nonprofits.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2017 to 2018

Revenue Growth

87th percentile

55%

Faster revenue growth than 87% of similar nonprofits.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2017 to 2018

Assets

Down

$583,042

Down $25,678 (-4.2%) from 2017

Net Assets

Up

$240,709

Up $264,537 (+1110%) from 2017

Liabilities

Down

$342,333

Down $290,215 (-46%) from 2017

Revenue

Up

$707,820

Up $250,505 (+55%) from 2017

Expenses

Down

$443,277

Down $11,191 (-2.5%) from 2017

Net Income

Up

$264,543

Up $261,696 (+9192%) from 2017

Historical Trend

Balance Sheet Trend

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

$1.0M$500K$0-$500KAssets 2010: $734,057Liabilities 2010: $895,845Net Assets 2010: -$161,7882010Assets 2011: $683,626Liabilities 2011: $871,119Net Assets 2011: -$187,4932011Assets 2012: $689,881Liabilities 2012: $843,537Net Assets 2012: -$153,6562012Assets 2013: $651,767Liabilities 2013: $800,263Net Assets 2013: -$148,4962013Assets 2014: $668,805Liabilities 2014: $764,743Net Assets 2014: -$95,9382014Assets 2015: $674,681Liabilities 2015: $725,153Net Assets 2015: -$50,4722015Assets 2016: $654,903Liabilities 2016: $681,578Net Assets 2016: -$26,6752016Assets 2017: $608,720Liabilities 2017: $632,548Net Assets 2017: -$23,8282017Assets 2018: $583,042Liabilities 2018: $342,333Net Assets 2018: $240,7092018Assets 2019: $530,437Liabilities 2019: $350,483Net Assets 2019: $179,9542019Assets 2020: $486,772Liabilities 2020: $357,827Net Assets 2020: $128,9452020Assets 2021: $480,512Liabilities 2021: $363,197Net Assets 2021: $117,3152021Assets 2022: $486,146Liabilities 2022: $373,976Net Assets 2022: $112,1702022Assets 2023: $395,284Liabilities 2023: $309,896Net Assets 2023: $85,3882023Assets 2024: $433,100Liabilities 2024: $322,373Net Assets 2024: $110,7272024

Highlighted filing

2018

Assets$583,042
Liabilities$342,333
Net Assets$240,709

Operations Trend

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

$800K$600K$400K$200K$0-$200KExpenses 2010: $473,9372010Expenses 2011: $465,8232011Expenses 2012: $438,3432012Revenue 2013: $414,142Expenses 2013: $408,982Net Income 2013: $5,1602013Revenue 2014: $505,555Expenses 2014: $452,997Net Income 2014: $52,5582014Revenue 2015: $509,585Expenses 2015: $464,119Net Income 2015: $45,4662015Revenue 2016: $475,507Expenses 2016: $451,710Net Income 2016: $23,7972016Revenue 2017: $457,315Expenses 2017: $454,468Net Income 2017: $2,8472017Revenue 2018: $707,820Expenses 2018: $443,277Net Income 2018: $264,5432018Revenue 2019: $434,975Expenses 2019: $495,730Net Income 2019: -$60,7552019Revenue 2020: $411,787Expenses 2020: $462,796Net Income 2020: -$51,0092020Revenue 2021: $435,671Expenses 2021: $447,301Net Income 2021: -$11,6302021Revenue 2022: $451,816Expenses 2022: $456,961Net Income 2022: -$5,1452022Revenue 2023: $461,336Expenses 2023: $488,118Net Income 2023: -$26,7822023Revenue 2024: $438,913Expenses 2024: $413,574Net Income 2024: $25,3392024

Highlighted filing

2018

Revenue$707,820
Expenses$443,277
Net Income$264,543
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Apr 8, 2019
Return Version
2018v3.1
Gross Receipts
$707,820
Mission and Program Overview

Mission

To provide affordable, safe housing for the elderly.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$475,246$428,983▼ $46,263
Cash and Non-Interest-Bearing Accounts$27,943$111,581▲ $83,638
Savings and Temporary Cash Investments$90,490$29,142▼ $61,348
Accounts Receivable$7,854$6,689▼ $1,165
Prepaid Expenses and Deferred Charges$7,187$6,647▼ $540
Total Assets$608,720$583,042▼ $25,678
Liabilities
Mortgage Notes Payable Secured by Investment Property$510,445$268,289▼ $242,156
Accounts Payable and Accrued Expenses$106,825$56,176▼ $50,649
Other Liabilities$15,278$17,868▲ $2,590
Total Liabilities$632,548$342,333▼ $290,215
Net Assets / Fund Balance
Unrestricted Net Assets$-38,828$226,151▲ $264,979
Temporarily Rstr Net Assets$15,000$14,558▼ $442
Total Net Assets Fund Balance$-23,828$240,709▲ $264,537
Total Liabilities and Net Assets / Fund Balance$608,720$583,042▼ $25,678

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$342,465$1,515,923$1,858,388
Other Land Buildings$54,553$248,098$302,651
Land$31,965-$31,965
Compensation and Service Providers

Board Members and Trustees

NameTitle
Debby VielleuxPresident
Dan DanreutherVice President
Jay EklundDirector
Karen JensenDirector
Steve BirkelandDirector
VICKY O'HARADirector
Diane KalanickSecretary/treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$280,991
Program Service Revenue
$426,769
Investment Income
$60
Other Revenue
$0
All Other Contributions
$280,991
Change in Net Assets
$264,543

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
Other Non Cash Contri Table1$267,103Payoff Amount
Total Noncash Contributions1$267,103-
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$317,881
Salaries, Compensation, and Employee Benefits$125,396
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Occupancy$150,112--$150,112
Other Salaries and Wages$113,461--$113,461
Depreciation Depletion$56,706--$56,706
Fees for Services Management-$15,032-$15,032
Insurance$1,286$12,097-$13,383
Payroll Taxes$11,935--$11,935
Office Expenses-$6,059-$6,059
Fees for Services Accounting-$4,454-$4,454
Advertising$1,494--$1,494
Conferences and Meetings-$1,152-$1,152
Interest$906--$906
Other Expenses$698--$698
Total Functional Expenses$404,483$38,794$0$443,277
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Tenant Security Deposits$17,868
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
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
Yes

Governance Explanations

Form 990, Part VI, Section A, Line 3

Property is managed by real estate management specialists

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

The return is sent to the president for review and signature prior to filing.

Form 990, Part VI, Section C, Line 19

The organization makes its governing documents and financial statements available to the public upon request.

Filing and Contact Details

Filer

Filer Name
Sunrise Bluff Estates Inc
EIN
81-0365125
Phone
4066225443
Address
711 21ST STREET, FORT BENTON, MT 59442

Signing Officer

Name
Debby Vielleux
Title
President
Phone
4066225443
Signed
2019-04-08
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Debby Vielleux
Formed
1973
Legal Domicile
Mt
Voting Board Members
7
Independent Board Members
7
Employees
0
Volunteers
7

Preparer

Firm
Junkermierclarkcampanellastevenspc
Address
PO BOX 9047, KALISPELL, MT 59904
Preparer
Tony Vanorny
Phone
4067553681
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

ROUNDING -6.

Raw XML AppendixShowing 400 of 454 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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IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt02246526
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt060
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt066
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt047
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt056
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt048
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0277
IRS990ScheduleA/InvestmentIncomeCYPct00.00010
IRS990ScheduleA/InvestmentIncomePYPct00.00010
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99990
IRS990ScheduleA/PublicSupportPY509Pct00.99990
IRS990ScheduleA/PublicSupportTotal509Amt02640505
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0707760
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0457249
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0475460
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0509529
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0490507
IRS990ScheduleA/Total509Grp/TotalAmt02640505
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0707820
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0457315
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0475507
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0509585
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0490555
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt02640782
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/BuildingsGrp/BookValueAmt0342465
IRS990ScheduleD/BuildingsGrp/DepreciationAmt01515923
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt01858388
IRS990ScheduleD/LandGrp/BookValueAmt031965
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt031965
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt054553
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt0248098
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt0302651
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt017868
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0TENANT SECURITY DEPOSITS
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0428983
IRS990ScheduleD/TotalLiabilityAmt017868
IRS990/ScheduleJRequiredInd00
IRS990ScheduleM/AnyPropertyThatMustBeHeldInd00
IRS990ScheduleM/OtherNonCashContriTableGrp/ContributionCnt01
IRS990ScheduleM/OtherNonCashContriTableGrp/Desc0DISCHARGE OF DEBT INCLUDING ACCRUED INTEREST
IRS990ScheduleM/OtherNonCashContriTableGrp/MethodOfDeterminingRevenuesTxt0PAYOFF AMOUNT
IRS990ScheduleM/OtherNonCashContriTableGrp/NonCashCheckboxInd0X
IRS990ScheduleM/OtherNonCashContriTableGrp/NoncashContributionsRptF990Amt0267103
IRS990ScheduleM/ReviewProcessUnusualNCGiftsInd00
IRS990ScheduleM/ThirdPartiesUsedInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0PROPERTY IS MANAGED BY REAL ESTATE MANAGEMENT SPECIALISTS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE RETURN IS SENT TO THE PRESIDENT FOR REVIEW AND SIGNATURE PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ROUNDING -6.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART XI, LINE 9:
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0SUNSET APARTMENTS
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0810436023
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0MT
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0TO PROVIDE SAFE, AFFORDABLE HOUSING FOR THE ELDERLY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0LINE 10
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt0711 21ST STREET
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0FORT BENTON
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0MT
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd059442
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd01
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt07879
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0EXAMINATION OF ACCOUNTING RECORDS
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0SUNSET APARTMENTS
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0Q
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TemporarilyRstrNetAssetsGrp/BOYAmt015000
IRS990/TemporarilyRstrNetAssetsGrp/EOYAmt014558
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0608720
IRS990/TotalAssetsEOYAmt0583042
IRS990/TotalAssetsGrp/BOYAmt0608720
IRS990/TotalAssetsGrp/EOYAmt0583042
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0280991
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt038794
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0404483
IRS990/TotalFunctionalExpensesGrp/TotalAmt0443277
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0632548
IRS990/TotalLiabilitiesEOYAmt0342333
IRS990/TotalLiabilitiesGrp/BOYAmt0632548
IRS990/TotalLiabilitiesGrp/EOYAmt0342333
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0-23828
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0240709
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0404483
IRS990/TotalProgramServiceRevenueAmt0426769
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt060
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0426769
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0707820

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.33$3.22$1.11$4.39$4.14$0.25
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.95$3.10$0.85$4.61$4.88$0.27
2022Detailed filing. Detailed filing data is available for this year.$4.86$3.74$1.12$4.52$4.57$0.05
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.81$3.63$1.17$4.36$4.47$0.12
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.87$3.58$1.29$4.12$4.63$0.51
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.30$3.50$1.80$4.35$4.96$0.61
2018Detailed filing. Detailed filing data is available for this year.$5.83$3.42$2.41$7.08$4.43$2.65
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.09$6.33$0.24$4.57$4.54$0.03
2016Detailed filing. Detailed filing data is available for this year.$6.55$6.82$0.27$4.76$4.52$0.24
2015Detailed filing. Detailed filing data is available for this year.$6.75$7.25$0.50$5.10$4.64$0.45
2014Detailed filing. Detailed filing data is available for this year.$6.69$7.65$0.96$5.06$4.53$0.53
2013Detailed filing. Detailed filing data is available for this year.$6.52$8.00$1.48$4.14$4.09$0.05
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.90$8.44$1.54$4.38
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.84$8.71$1.87$4.66
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.34$8.96$1.62$4.74
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2018 filings • 501(c)3 • $500k-$1M nonprofits