Civic Intelligence

Sapphire Lutheran Homes Inc.

990 • Fiscal year 2014 • EIN 81-0452190

Jan 01, 2014 to Dec 31, 2014 • Filed on Nov 15, 2015

Organization ProfileN/A
501 N 10th StHamilton, MT 59840

(406) 363-2800

Siviq Scores

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

Liabilities / Assets

80th percentile

0.64x

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

2014 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2014

Liabilities / Revenue

87th percentile

1.86x

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

2014 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2014

Net Margin

53rd percentile

3.4%

Higher net margin than 53% of similar nonprofits.

2014 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2014

Top Officer Pay

19th percentile

$0

Higher top officer pay than 19% of similar nonprofits.

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

2014 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2014

Asset Growth

36th percentile

-0.4%

Faster asset growth than 36% of similar nonprofits.

2014 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2013 to 2014

Revenue Growth

74th percentile

17%

Faster revenue growth than 74% of similar nonprofits.

2014 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets80th percentile

Assets

Down

$7,997,794

Down $29,711 (-0.4%) from 2013

Net Assets

Up

$2,881,434

Up $53,295 (+1.9%) from 2013

Liabilities

Down

$5,116,360

Down $83,006 (-1.6%) from 2013

Revenue And Expenses
Liabilities / Revenue87th percentileNet Margin53rd percentile

Revenue

Up

$2,746,999

Up $391,586 (+17%) from 2013

Expenses

Up

$2,652,828

Up $350,948 (+15%) from 2013

Net Income

Up

$94,171

Up $40,638 (+76%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth36th 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

2014

Assets$7,997,794
Liabilities$5,116,360
Net Assets$2,881,434
Open 2014 Filing

Operations Trend

Revenue Growth74th percentile

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

2014

Revenue$2,746,999
Expenses$2,652,828
Net Income$94,171
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Nov 15, 2015
Return Version
2014v5.0
Gross Receipts
$2,943,554
Mission and Program Overview

Mission

Quality housing for the elderly

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$6,014,263$5,868,581▼ $145,682
Investments in Publicly Traded Securities$1,575,988$1,636,775▲ $60,787
Investments Other Securities$182,519$182,900▲ $381
Cash and Non-Interest-Bearing Accounts$112,028$172,477▲ $60,449
Accounts Receivable$19,667$71,849▲ $52,182
Prepaid Expenses and Deferred Charges$26,056$23,985▼ $2,071
Inventories for Sale or Use$12,569$14,327▲ $1,758
Pledges and Grants Receivable$4,427$12,536▲ $8,109
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$8,027,505$7,997,794▼ $29,711
Other Assets Total$79,988$14,364▼ $65,624
Liabilities
Tax Exempt Bond Liabilities$4,731,758$4,624,205▼ $107,553
Deferred Revenue$272,234$271,288▼ $946
Accounts Payable and Accrued Expenses$159,706$181,655▲ $21,949
Other Liabilities$35,668$39,212▲ $3,544
Total Liabilities$5,199,366$5,116,360▼ $83,006
Net Assets / Fund Balance
Unrestricted Net Assets$2,549,054$2,797,347▲ $248,293
Temporarily Rstr Net Assets$279,085$84,087▼ $194,998
Total Net Assets Fund Balance$2,828,139$2,881,434▲ $53,295
Total Liabilities and Net Assets / Fund Balance$8,027,505$7,997,794▼ $29,711

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$4,952,489$2,000,672$6,953,161
Other Land Buildings$295,463$339,870$635,333
Equipment$231,818$339,999$571,817
Land$388,811-$388,811
Compensation and Service Providers
Top Officer Pay19th percentile

Board Members and Trustees

NameTitle
Jeffrey StahleckerPresident
Tom GrymesVice President
Ann DamrowDirector
Dick HobenDirector
Doug PetersonDirector
Kim StueveDirector
Rev Kent StenzelDirector
Troy HansonDirector
Cole HardenExecutive Director
Mary RodriguezSec/Treas

Highest Paid Contractors

ContractorServicesLocationCompensation
St Johns Lutheran MinistriesManagement Fees3940 RIMROCK ROAD, Billings, MT 59102-
Revenue and Support

Revenue Composition

Contributions and Grants
$69,753
Program Service Revenue
$2,578,777
Investment Income
$98,469
Other Revenue
$0
All Other Contributions
$28,307
Change in Net Assets
$94,171
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,425,644
Salaries, Compensation, and Employee Benefits$1,227,184
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$1,025,003--$1,025,003
Depreciation Depletion$267,695--$267,695
Occupancy$230,131--$230,131
Interest$154,124--$154,124
Insurance$69,204$55,742-$124,946
Other Employee Benefits$118,149--$118,149
Fees for Services Management-$102,748-$102,748
Payroll Taxes$84,032--$84,032
All Other Expenses$27,878$26,011-$53,889
Fees for Services Accounting-$37,383-$37,383
Office Expenses$10,425$12,742-$23,167
Other Expenses$19,687$16,701-$16,701
Advertising$440$14,370-$14,810
Fees for Service Investment Mgmnt Fees-$8,779-$8,779
Total Functional Expenses$2,378,352$274,476$0$2,652,828
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$39,211
Rounding$1
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
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

Filer Name
Sapphire Lutheran Homes Inc
EIN
81-0452190
Phone
4063632800
Address
501 N 10TH ST, HAMILTON, MT 59840

Signing Officer

Name
Cole Harden
Title
Executive Director
Signed
2015-11-15
Discuss with paid preparer
Yes

Organization Details

Formed
1988
Legal Domicile
Mt
Voting Board Members
9
Independent Board Members
9
Employees
88

Preparer

Firm
Kimberly Buckman CPA Pc
Address
1110 West Main Street, HAMILTON, MT 59840-2569
Preparer
Kimberly Buckman CPA
Phone
4063635772
Raw XML AppendixShowing 400 of 528 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/Desc2CABLE EXPENSE
IRS990/OtherExpensesGrp/Desc3TRAVEL & TRAINING
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IRS990/ProgSrvcAccomActy2Grp/RevenueAmt01065159
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IRS990/PYExcessBenefitTransInd0false
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IRS990/PYRevenuesLessExpensesAmt053533
IRS990/PYSalariesCompEmpBnftPaidAmt01008105
IRS990/PYTotalExpensesAmt02301880
IRS990/PYTotalRevenueAmt02355413
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt094171
IRS990/RegularMonitoringEnfrcInd0false
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt01135672
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/EOYAmt00
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt095538
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt056411
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0107737
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0375669
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IRS990ScheduleA/InvestmentIncomePYPct00.02060
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Document Assets

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Filings

Displayed year

2014 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$7,997,794
Liabilities
$5,116,360
Net assets
$2,881,434
Revenue
$2,746,999
Expenses
$2,652,828
Net income
$94,171
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