Civic Intelligence

Sapphire Lutheran Homes Inc.

990 • Fiscal year 2013 • EIN 81-0452190

Jan 01, 2013 to Dec 31, 2013 • Filed on Nov 11, 2014

Organization ProfileN/A
501 N 10th St59840

(406) 363-2800

Siviq Scores

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

Liabilities / Assets

80th percentile

0.65x

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

2013 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2013

Liabilities / Revenue

87th percentile

2.21x

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

2013 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2013

Net Margin

48th percentile

2.3%

Higher net margin than 48% of similar nonprofits.

2013 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2013

Top Officer Pay

22nd percentile

$0

Higher top officer pay than 22% of similar nonprofits.

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

2013 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2013

Asset Growth

42nd percentile

0.8%

Faster asset growth than 42% of similar nonprofits.

2013 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

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

Source year 2013

Balance Sheet
Liabilities / Assets80th percentile

Assets

Up

$8,027,505

Up $60,398 (+0.8%) from 2012

Net Assets

Up

$2,828,139

Up $182,963 (+6.9%) from 2012

Liabilities

Down

$5,199,366

Down $122,565 (-2.3%) from 2012

Revenue And Expenses
Liabilities / Revenue87th percentileNet Margin48th percentile

Revenue

$2,355,413

No earlier filing loaded for comparison.

Expenses

Up

$2,301,880

Up $291,131 (+14%) from 2012

Net Income

$53,533

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth42nd percentile

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

$10M$5.0M$0Assets 2010: $5,093,288Liabilities 2010: $2,608,775Net Assets 2010: $2,484,5132010Assets 2011: $7,692,923Liabilities 2011: $5,307,172Net Assets 2011: $2,385,7512011Assets 2012: $7,967,107Liabilities 2012: $5,321,931Net Assets 2012: $2,645,1762012Assets 2013: $8,027,505Liabilities 2013: $5,199,366Net Assets 2013: $2,828,1392013Assets 2014: $7,997,794Liabilities 2014: $5,116,360Net Assets 2014: $2,881,4342014Assets 2015: $8,079,567Liabilities 2015: $5,262,037Net Assets 2015: $2,817,5302015Assets 2016: $7,935,633Liabilities 2016: $5,126,366Net Assets 2016: $2,809,2672016Assets 2017: $7,951,364Liabilities 2017: $5,019,654Net Assets 2017: $2,931,7102017Assets 2018: $7,988,918Liabilities 2018: $5,182,181Net Assets 2018: $2,806,7372018Assets 2019: $7,925,498Liabilities 2019: $4,890,781Net Assets 2019: $3,034,7172019Assets 2020: $8,240,427Liabilities 2020: $4,668,306Net Assets 2020: $3,572,1212020Assets 2021: $8,356,929Liabilities 2021: $4,608,513Net Assets 2021: $3,748,4162021Assets 2022: $7,796,023Liabilities 2022: $4,616,697Net Assets 2022: $3,179,3262022Assets 2023: $7,740,777Liabilities 2023: $4,424,419Net Assets 2023: $3,316,3582023Assets 2024: $9,068,863Liabilities 2024: $4,179,851Net Assets 2024: $4,889,0122024

Highlighted filing

2013

Assets$8,027,505
Liabilities$5,199,366
Net Assets$2,828,139
Open 2013 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$6.0M$4.0M$2.0M$0-$2.0MExpenses 2010: $1,408,0062010Expenses 2011: $1,693,7952011Expenses 2012: $2,010,7492012Revenue 2013: $2,355,413Expenses 2013: $2,301,880Net Income 2013: $53,5332013Revenue 2014: $2,746,999Expenses 2014: $2,652,828Net Income 2014: $94,1712014Revenue 2015: $3,003,078Expenses 2015: $2,883,993Net Income 2015: $119,0852015Revenue 2016: $3,280,715Expenses 2016: $3,359,616Net Income 2016: -$78,9012016Revenue 2017: $3,490,240Expenses 2017: $3,517,510Net Income 2017: -$27,2702017Revenue 2018: $3,594,627Expenses 2018: $3,533,684Net Income 2018: $60,9432018Revenue 2019: $3,687,816Expenses 2019: $3,701,189Net Income 2019: -$13,3732019Revenue 2020: $4,176,605Expenses 2020: $3,803,487Net Income 2020: $373,1182020Revenue 2021: $3,835,843Expenses 2021: $3,869,121Net Income 2021: -$33,2782021Revenue 2022: $3,749,339Expenses 2022: $3,956,528Net Income 2022: -$207,1892022Revenue 2023: $4,046,925Expenses 2023: $4,089,708Net Income 2023: -$42,7832023Revenue 2024: $5,634,947Expenses 2024: $4,226,676Net Income 2024: $1,408,2712024

Highlighted filing

2013

Revenue$2,355,413
Expenses$2,301,880
Net Income$53,533
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Nov 11, 2014
Return Version
2013v3.1
Gross Receipts
$2,478,629
Mission and Program Overview

Mission

Quality housing for the elderly

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$5,697,579$6,014,263▲ $316,684
Investments in Publicly Traded Securities$1,242,487$1,575,988▲ $333,501
Investments Other Securities$181,961$182,519▲ $558
Cash and Non-Interest-Bearing Accounts$620,806$112,028▼ $508,778
Prepaid Expenses and Deferred Charges$111,338$26,056▼ $85,282
Accounts Receivable$4,049$19,667▲ $15,618
Inventories for Sale or Use$30,562$12,569▼ $17,993
Pledges and Grants Receivable$7,321$4,427▼ $2,894
Savings and Temporary Cash Investments-$0-
Other Notes and Loans Receivable, Net-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Program Related-$0-
Intangible Assets-$0-
Total Assets$7,967,107$8,027,505▲ $60,398
Other Assets Total$71,004$79,988▲ $8,984
Liabilities
Tax Exempt Bond Liabilities$4,833,246$4,731,758▼ $101,488
Deferred Revenue$254,154$272,234▲ $18,080
Accounts Payable and Accrued Expenses$201,472$159,706▼ $41,766
Other Liabilities$33,059$35,668▲ $2,609
Total Liabilities$5,321,931$5,199,366▼ $122,565
Net Assets / Fund Balance
Unrestricted Net Assets$2,159,523$2,549,054▲ $389,531
Temporarily Rstr Net Assets$485,653$279,085▼ $206,568
Total Net Assets Fund Balance$2,645,176$2,828,139▲ $182,963
Total Liabilities and Net Assets / Fund Balance$7,967,107$8,027,505▲ $60,398

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$5,083,270$1,824,102$6,907,372
Other Land Buildings$302,988$288,254$591,242
Equipment$239,194$305,434$544,628
Land$388,811-$388,811
Compensation and Service Providers
Top Officer Pay22nd percentile

Board Members and Trustees

NameTitle
Rev Vern SandersfeldPresident
Tom GrymesVice President
Ann DamrowDirector
Dick HobenDirector
Doug PetersonDirector
Mary RodriguezDirector
Rev Kent StenzelDirector
Troy HansonDirector
Cole HardenExecutive Direc
Tena MillerSec/Treasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
St Johns Lutheran MinistriesManagement Fees--
Revenue and Support

Revenue Composition

Contributions and Grants
$46,230
Program Service Revenue
$2,231,532
Investment Income
$77,651
Other Revenue
$0
All Other Contributions
$7,454
Change in Net Assets
$53,533
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,293,775
Salaries, Compensation, and Employee Benefits$1,008,105
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$874,494--$874,494
Depreciation Depletion$254,449--$254,449
Occupancy$177,719--$177,719
Interest$163,479--$163,479
Fees for Services Management-$94,800-$94,800
Insurance$33,090$44,447-$77,537
Payroll Taxes$74,464--$74,464
Other Employee Benefits$59,147--$59,147
All Other Expenses$19,181$19,508-$38,689
Fees for Services Accounting-$25,872-$25,872
Office Expenses$9,827$12,010-$21,837
Other Expenses$5,452$8,493-$13,945
Payment Travel Entrtnmnt Publicly Ofcl-$13,869-$13,869
Advertising$2,882$9,384-$12,266
Fees for Service Investment Mgmnt Fees-$7,751-$7,751
Fees for Services Other$6,000$900-$6,900
Travel-$4,228-$4,228
Total Functional Expenses$2,060,618$241,262$0$2,301,880
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
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Tenant Security Deposits$35,667
Rounding$1
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
Audit committee
Yes
Backup withholding compliance
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
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, Line 11B: Form 990 Review Process

“No review was or will be conducted.”

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“No documents available to the public.”

Filing and Contact Details

Filer

EIN
81-0452190
Phone
4063632800

Signing Officer

Name
Cole Harden
Title
Executive Director
Signed
2014-11-11
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Cole Harden
Formed
1988
Legal Domicile
Mt
Voting Board Members
9
Independent Board Members
9
Employees
76

Preparer

Preparer
Kimberly Buckman CPA
Phone
4063635772
Raw XML AppendixShowing 400 of 541 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/OtherExpensesGrp/ProgramServicesAmt197842
IRS990/OtherExpensesGrp/ProgramServicesAmt219059
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IRS990/OtherExpensesGrp/TotalAmt313945
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IRS990/OtherSalariesAndWagesGrp/TotalAmt0874494
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IRS990/PrincipalOfficerNm0Cole Harden
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IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1127451
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IRS990/ProgSrvcAccomActy2Grp/RevenueAmt0762605
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IRS990/ProgSrvcAccomActy3Grp/GrantAmt038776
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IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt095538
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt069259
IRS990/PymtTravelEntrtnmntPubOfclGrp/ManagementAndGeneralAmt013869
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IRS990/ReconcilationRevenueExpnssAmt053533
IRS990/RegularMonitoringEnfrcInd0false
IRS990/RelatedEntityInd0true
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IRS990/ReportLandBuildingEquipmentInd0true
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IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
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IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0107737
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt090929
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Filings

Displayed year

2013 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$8,027,505
Liabilities
$5,199,366
Net assets
$2,828,139
Revenue
$2,355,413
Expenses
$2,301,880
Net income
$53,533
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$9.07$4.18$4.89$5.63$4.23$1.41
2023Detailed filing. Detailed filing data is available for this year.$7.74$4.42$3.32$4.05$4.09$0.04
2022Detailed filing. Detailed filing data is available for this year.$7.80$4.62$3.18$3.75$3.96$0.21
2021Detailed filing. Detailed filing data is available for this year.$8.36$4.61$3.75$3.84$3.87$0.03
2020Detailed filing. Detailed filing data is available for this year.$8.24$4.67$3.57$4.18$3.80$0.37
2019Detailed filing. Detailed filing data is available for this year.$7.93$4.89$3.03$3.69$3.70$0.01
2018Detailed filing. Detailed filing data is available for this year.$7.99$5.18$2.81$3.59$3.53$0.06
2017Detailed filing. Detailed filing data is available for this year.$7.95$5.02$2.93$3.49$3.52$0.03
2016Detailed filing. Detailed filing data is available for this year.$7.94$5.13$2.81$3.28$3.36$0.08
2015Detailed filing. Detailed filing data is available for this year.$8.08$5.26$2.82$3.00$2.88$0.12
2014Detailed filing. Detailed filing data is available for this year.$8.00$5.12$2.88$2.75$2.65$0.09
2013Detailed filing. Detailed filing data is available for this year.$8.03$5.20$2.83$2.36$2.30$0.05
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.97$5.32$2.65$2.01
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.69$5.31$2.39$1.69
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.09$2.61$2.48$1.41