2025-05-12T11:16:56-05:00 2024-06-30 410746749 CLIFTONLARSONALLEN LLP 2001 16TH STREET SUITE 1700 DENVER CO 80202 990 2023-07-01 824366126 IMMANUEL FOUNDATION IMMA 4067529243 185 CRESTLINE AVENUE KALISPELL MT 59901 HEIDI HICKETHIER FOUNDATION DIRECTOR 4067529243 2025-05-10 1 1 BECKY DETTMANN CPA P01408585 3037795710 2025-04-18 2023 2025-03-06 01:10:19Z JASON CRONK 185 CRESTLINE AVENUE KALISPELL MT 59901 1166455 0 X WWW.IMMANUELFOUNDATION.ORG X 2018 MT TO CULTIVATE AND SECURE CHARITABLE GIFTS FOR IMMAUEL LIVING AT BUFFALO HILL. 12 12 0 60 0 0 832693 633037 0 0 9217 25227 -7649 -7952 834261 650312 549467 1027612 0 0 0 0 0 0 0 0 0 549467 1027612 284794 -377300 981176 657265 41777 99185 939399 558080 TO CULTIVATE AND SECURE CHARITABLE GIFTS SO THAT IMMANUEL LIVING AT BUFFALO HILL CAN PROVIDE SAFE HOMES IN VIBRANT COMMUNITIES FOR MONTANA'S SENIORS IN NEED. 0 0 1027612 1027612 0 THE FOUNDATION PROVIDES SERVICES TO, AND HOLDS ASSETS IN SUPPORT OF, IMMANUEL LIVING AT BUFFALO HILL ("ILBH"). WE ARE NOW RAISING FUNDS TO UPGRADE 43 ROOMS AT THE RETREAT, WHERE OVER 50% OF THE SENIORS ARE LOW-INCOME, MEDICAID-QUALIFIED. WE ALSO SUPPORT EMPLOYEES THROUGH EMERGENCY FUNDS, GIFT FUNDS, AND EDUCATIONAL ASSISTANCE. 1027612 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 1 0 0 0 0 0 0 1 0 0 1 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 X 12 12 0 1 1 0 1 1 1 1 1 0 0 1 1 1 1 1 1 0 0 0 X TERYN WALDENBERG 4063004922 185 CRESTLINE AVE KALISPELL MT 59901 JASON CRONK CEO 2.00 38.00 X 0 328607 36034 TERYN WALDENBERG CFO 2.00 38.00 X 0 245653 9640 CARLA WILTON COO 2.00 38.00 X 0 184961 27301 HEIDI HICKETHIER FOUNDATION DIRECTOR 40.00 0.00 X 0 109200 17027 TAMI KREITINGER CHAIR 1.00 0.00 X X 0 0 0 LAURA WHITE VICE CHAIR 1.00 0.00 X X 0 0 0 STAN PINE TREASURER 1.00 0.00 X X 0 0 0 DEBBIE SNYDER SECRETARY 1.00 0.00 X X 0 0 0 KIRSTEN CAIN SMITH DIRECTOR 1.00 0.00 X 0 0 0 PETER FUSARO DIRECTOR 1.00 0.00 X 0 0 0 CONNIE HITCHCOCK DIRECTOR 1.00 0.00 X 0 0 0 GINI OGLE DIRECTOR 1.00 0.00 X 0 0 0 CALVIN PIPPIN DIRECTOR 1.00 0.00 X 0 0 0 KELLY RIEKE DIRECTOR 1.00 0.00 X 0 0 0 MARY WILKINSON DIRECTOR 1.00 0.00 X 0 0 0 JUDY WINDAUER IL BOARD LIAISON 1.00 1.00 X 0 0 0 0 868421 90002 0 0 1 0 0 160871 2550 35959 433657 30219 633037 11295 11295 485000 471068 13932 13932 13932 37123 160871 45075 -7952 -7952 650312 0 0 17275 1027612 1027612 1027612 1027612 0 0 261377 235382 719799 421883 981176 657265 37519 94927 4258 4258 41777 99185 X -2717 -1702 942116 559782 939399 558080 981176 657265 -377300 -4019 0 X X 0 1 X 1 0 X X X 1 IMMANUEL LIVING 810247706 10 1 1027612 0 1 1027612 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 DUE TO RELATED ORGANIZATION 1950 PAYABLE TO ANNUITY BENEFICIARY 2308 4258 X PART X, LINE 2: THE FOUNDATION IS ORGANIZED AS A MONTANA NONPROFIT CORPORATION AND HAS BEEN RECOGNIZED BY THE IRS AS EXEMPT FROM FEDERAL AND STATE INCOME TAXES UNDER INTERNAL REVENUE CODE SECTION 501(C)(3). THE FOUNDATION IS ANNUALLY REQUIRED TO FILE A RETURN OF ORGANIZATION EXEMPT FROM INCOME TAX (FORM 990) WITH THE IRS. IN ADDITION, THE FOUNDATION IS SUBJECT TO INCOME TAX ON NET INCOME THAT IS DERIVED FROM BUSINESS ACTIVITIES THAT ARE UNRELATED TO ITS EXEMPT PURPOSE. THE FOUNDATION 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 FOUNDATION 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. WINTER GALA 197994 160871 37123 30219 4485 10371 197994 160871 37123 30219 4485 10371 45075 -7952 1 IMMANUEL LIVING AT BUFFALO HILL 185 CRESTLINE AVENUE KALISPELL MT 59901 810247706 501(C)(3) 1027612 0 N/A N/A SUPPORT SPECIAL PROJECTS AND NEEDS, INCLUDING RESIDENT AND EMPLOYEE SUPPORT AND CAMPUS ENHANCEMENTS. 1 0 PART I, LINE 2: ALL TRANSFERS ARE TO IMMANUEL LIVING AT BUFFALO HILL, THE SUPPORTED ORGANIZATION. COMMON MANAGEMENT AND BOARD MEMBERS ENSURE ALL TRANSFERRED FUNDS ARE USED APPROPRIATELY. FUNDS ARE TRACKED AND MATCHED WITH INVOICES. 0 0 0 0 0 0 0 0 0 JASON CRONK CEO 0 328607 0 0 0 0 0 18905 0 17129 0 364641 0 0 TERYN WALDENBERG CFO 0 195653 0 50000 0 0 0 7831 0 1809 0 255293 0 0 CARLA WILTON COO 0 181083 0 3878 0 0 0 7679 0 19622 0 212262 0 0 PART I, LINE 3 THE CEO'S COMPENSATION IS DETERMINED BY IMMANUEL LIVING, THE SUPPORTED ORGANIZATION. THE FOLLOWING WERE USED BY IMMANUEL LIVING IN DETERMINING THE CEO'S COMPENSATION: A) COMPENSATION SURVEY OR STUDY B) APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE C) COMPENSATION COMMITTEE X DONATED AUCTION ITEMS 132 30219 FMV 0 0 0 0 PART I, COLUMN (B): NUMBER OF ITEMS CONTRIBUTED USED IN PART I COLUMN B. FORM 990, PART VI, SECTION A, LINE 1A THE BOARD MAY ESTABLISH FROM TIME TO TIME SUCH STANDING AND SPECIAL COMMITTEES AS IT SHALL DEEM NECESSARY FOR THE CONDUCT OF THE CORPORATION'S AFFAIRS. UNLESS THE COMMITTEE MEMBERSHIP IS OTHERWISE SPECIFIED BY THESE BYLAWS, THE CHAIR SHALL APPOINT THE COMMITTEE MEMBERS PROVIDED, HOWEVER, THAT ALL COMMITTEE MEMBERS MUST BE APPROVED BY MAJORITY VOTE OF THE BOARD OF DIRECTORS. EACH COMMITTEE SHALL CONSIST OF AT LEAST TWO (2) DIRECTORS. THE CHAIR SHALL BE AN EX OFFICIO VOTING MEMBER OF EACH COMMITTEE AND THE FOUNDATION DIRECTOR SHALL BE AN EX OFFICIO, NON-VOTING MEMBER OF EACH COMMITTEE. ALL COMMITTEES SHALL KEEP MINUTES OF THEIR MEETINGS AND SUBMIT THE MINUTES TO THE BOARD. THE MEMBERS OF ANY SUCH COMMITTEES SHALL SERVE AT THE PLEASURE OF THE BOARD. THE EXECUTIVE COMMITTEE SHALL CONSIST OF NOT LESS THAN THREE (3) DIRECTORS, INCLUDING THE CHAIR OF THE BOARD AND OTHER OFFICERS OF THE BOARD. THE CHAIR SHALL SERVE AS CHAIRPERSON OF THE EXECUTIVE COMMITTEE. THE EXECUTIVE COMMITTEE SHALL SERVE DURING PERIODS WHEN THE BOARD IS NOT IN SESSION AND, IF AUTHORIZED BY THE BOARD, MAY TAKE SUCH ACTION AS MAY BE NECESSARY ON BEHALF OF THE CORPORATION. FORM 990, PART VI, SECTION A, LINE 3 ALL MANAGEMENT SERVICES ARE PROVIDED BY EMPLOYEES OF IMMANUEL LIVING AT BUFFALO HILL, THE SUPPORTED ORGANIZATION. FORM 990, PART VI, SECTION A, LINE 4 THE BYLAWS WERE UPDATED FOR THE FOLLOWING: - REMOVED ARTICLE III SECTION 3.5 ANNUAL MEETING. - ADDED ADDITIONAL LANGUAGE TO ARTICLE III SECTION 3.14 (WAS 3.15) NO CONTROL BY DISQUALIFIED PERSONS. THE SECTION NOW INCLUDES A LIST OF EXAMPLES OF DISQUALIFIED PERSONS. - ARTICLE IV SECTION 4.1 HAS BEEN REWRITTEN TO SAY: "THE OFFICERS OF THE BOARD SHALL BE A CHAIR, VICE-CHAIR, SECRETARY, AND TREASURER. THE CORPORATION, AT THE DISCRETION OF THE BOARD, MAY HAVE ADDITIONAL OFFICERS WHO SHALL PERFORM SUCH DUTIES AS THE BOARD MAY ASSIGN." ALL OTHER REFERENCES TO PRESIDENT AND VICE-PRESIDENT HAVE BEEN CHANGED TO CHAIR AND VICE-CHAIR. FORM 990, PART VI, SECTION A, LINE 6 IMMANUEL LIVING AT BUFFALO HILL IS THE SOLE MEMBER OF IMMANUEL FOUNDATION. FORM 990, PART VI, SECTION A, LINE 7A THE DIRECTORS ARE APPOINTED BY THE BOARD OF DIRECTORS OF IMMANUEL LIVING AT BUFFALO HILL. FORM 990, PART VI, SECTION A, LINE 7B IN ADDITION TO HAVING ALL RIGHTS THAT ARE GRANTED TO MEMBERS BY THE MONTANA NONPROFIT CORPORATION ACT, THE FOLLOWING ACTIONS OF THE BOARD OF DIRECTORS MUST BE APPROVED BY THE CORPORATE MEMBER, PRIOR TO THE ACTION BEING EFFECTIVE. (A) ANY AMENDMENT TO THE FOUNDATION'S STATEMENTS OF MISSION, PHILOSOPHY, POLICY, AND/OR PURPOSE; (B) ANY AMENDMENT TO THE FOUNDATION'S ARTICLES OF INCORPORATION; (C) ANY AMENDMENT TO THE FOUNDATION'S BYLAWS; (D) THE CREATION OF NEW OR DISCONTINUATION OF EXISTING PROGRAMS; (E) ANY CHANGE IN THE NUMBER OF DIRECTORS; (F) THE FOUNDATION'S ANNUAL BUDGET PRESENTED BY THE BOARD OF DIRECTORS; (G) ANY CHANGE TO THE INVESTMENT POLICY FOR ALL OF THE FOUNDATION'S FUNDS; (H) ANY UNBUDGETED EXPENDITURE IN EXCESS OF $10,000; (I) ANY SALE, LEASE OR MORTGAGE OF THE FOUNDATION'S REAL PROPERTY OR ANY OF ITS PERSONAL PROPERTY WITH A VALUE OF $10,000 OR MORE; AND (J) ANY FORMAL AFFILIATION, MERGER, CONSOLIDATION, OR DISSOLUTION. FORM 990, PART VI, SECTION B, LINE 11B THE 990 IS REVIEWED BY CEO, CFO, DIRECTOR OF FOUNDATION, FOUNDATION BOARD TREASURER AND ILBH BOARD TREASURER PRIOR TO FILING. A COPY OF THE 990 IS SENT TO ALL BOARD MEMBERS PRIOR TO FILING. 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 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. THE EXECUTIVE COMMITTEE OF IMMANUEL LIVING'S 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 C, LINE 19 THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. FORM 990, PART XII, LINE 2C: THE PROCESS FOR OVERSIGHT AND SELECTION OF AN INDEPENDENT ACCOUNTANT HAS NOT CHANGED FROM THE PRIOR YEAR. IMMANUEL LIVING AT BUFFALO HILL 185 CRESTLINE AVENUE KALISPELL MT 59901 810247706 LIFE PLAN COMMUNITY MT 501(C)(3) LINE 10 N/A 0 0 1 1 0 1 0 0 0 0 0 0 0 0 1 1 0 0 0 0