Sunrise Bluff Estates Inc
- Assets
- $480.5k
- Revenue
- $435.7k
- Investments
- $24.1k
- Employees
- 0
- Location
- Fort Benton, MT
- Founding
- 11/1965
- Data as of
- 12/2021
- EIN
- 81-0365125
Organization Overview
Sunrise Bluff Estates Inc is located in Fort Benton, MT. The organization was established in 1965. According to its NTEE Classification (L22) the organization is classified as: Senior Citizens Housing & Retirement Communities, under the broad grouping of Housing & Shelter and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Sunrise Bluff Estates Inc is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 12/2021, Sunrise Bluff Estates Inc generated $435.7k in total revenue. The organization has seen a slow decline revenue. Over the past 7 years, revenues have fallen by an average of (2.2%) each year. All expenses for the organization totaled $447.3k during the year ending 12/2021. As we would expect to see with falling revenues, expenses have declined by (0.5%) per year over the past 7 years. You can explore the organizations financials more deeply in the financial statements section below.
Form
990
Mission & Program ActivityExcerpts From the 990 Filing
TAX YEAR
2021
Describe the Organization's Mission:
Part 3 - Line 1
TO PROVIDE AFFORDABLE, SAFE HOUSING FOR THE ELDERLY.
Describe the Organization's Program Activity:
Part 3 - Line 4a
OPERATION OF A 58 UNIT APARTMENT COMPLEX FOR THE ELDERLY.
Get More from Intellispect for FreeCreate a free account to get more data, nonprofit salaries, advanced search and more.
Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Steve Birkeland Vice President | OfficerTrustee | 1 | $0 |
Debby Vielleux President | OfficerTrustee | 3 | $0 |
Diane Kalanick Secretary/treasurer | OfficerTrustee | 1 | $0 |
Karen Jensen Director | Trustee | 1 | $0 |
Jay Eklund Director | Trustee | 1 | $0 |
Vicky O'hara Director | Trustee | 1 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Federated campaigns | $0 |
| Membership dues | $0 |
| Fundraising events | $0 |
| Related organizations | $0 |
| Government grants | $0 |
| All other contributions, gifts, grants, and similar amounts not included above | $5,000 |
| Noncash contributions included in lines 1a–1f | $0 |
| Total Revenue from Contributions, Gifts, Grants & Similar | $5,000 |
| Total Program Service Revenue | $430,646 |
| Investment income | $25 |
| Tax Exempt Bond Proceeds | $0 |
| Royalties | $0 |
| Net Rental Income | $0 |
| Net Gain/Loss on Asset Sales | $0 |
| Net Income from Fundraising Events | $0 |
| Net Income from Gaming Activities | $0 |
| Net Income from Sales of Inventory | $0 |
| Miscellaneous Revenue | $0 |
| Total Revenue | $435,671 |
| Statement of Expenses | |
|---|---|
| Grants and other assistance to domestic organizations and domestic governments. | $0 |
| Grants and other assistance to domestic individuals. | $0 |
| Grants and other assistance to Foreign Orgs/Individuals | $0 |
| Benefits paid to or for members | $0 |
| Compensation of current officers, directors, key employees. | $0 |
| Compensation of current officers, directors, key employees. | $0 |
| Compensation to disqualified persons | $0 |
| Other salaries and wages | $126,740 |
| Pension plan accruals and contributions | $0 |
| Other employee benefits | $0 |
| Payroll taxes | $12,313 |
| Fees for services: Management | $13,902 |
| Fees for services: Legal | $0 |
| Fees for services: Accounting | $5,168 |
| Fees for services: Lobbying | $0 |
| Fees for services: Fundraising | $0 |
| Fees for services: Investment Management | $0 |
| Fees for services: Other | $0 |
| Advertising and promotion | $1,798 |
| Office expenses | $6,582 |
| Information technology | $0 |
| Royalties | $0 |
| Occupancy | $146,234 |
| Travel | $0 |
| Payments of travel or entertainment expenses for any federal, state, or local public officials | $0 |
| Conferences, conventions, and meetings | $1,005 |
| Interest | $2,548 |
| Payments to affiliates | $0 |
| Depreciation, depletion, and amortization | $48,798 |
| Insurance | $18,453 |
| All other expenses | $803 |
| Total functional expenses | $447,301 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $101,398 |
| Savings and temporary cash investments | $11,109 |
| Pledges and grants receivable | $0 |
| Accounts receivable, net | $12,043 |
| Loans from Officers, Directors, or Controlling Persons | $0 |
| Loans from Disqualified Persons | $0 |
| Notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $7,726 |
| Net Land, buildings, and equipment | $324,128 |
| Investments—publicly traded securities | $0 |
| Investments—other securities | $24,108 |
| Investments—program-related | $0 |
| Intangible assets | $0 |
| Other assets | $0 |
| Total assets | $480,512 |
| Accounts payable and accrued expenses | $67,740 |
| Grants payable | $0 |
| Deferred revenue | $3,339 |
| Tax-exempt bond liabilities | $0 |
| Escrow or custodial account liability | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Secured mortgages and notes payable | $268,289 |
| Unsecured mortgages and notes payable | $0 |
| Other liabilities | $23,829 |
| Total liabilities | $363,197 |
| Net assets without donor restrictions | $109,315 |
| Net assets with donor restrictions | $8,000 |
| Capital stock or trust principal, or current funds | $0 |
| Paid-in or capital surplus, or land, building, or equipment fund | $0 |
| Retained earnings, endowment, accumulated income, or other funds | $0 |
| Total liabilities and net assets/fund balances | $480,512 |
Grants Recieved
Over the last fiscal year, we have identified 1 grants that Sunrise Bluff Estates Inc has recieved totaling $5,000.
| Awarding Organization | Amount |
|---|---|
Lippard-Clawiter Foundation Inc Great Falls, MT PURPOSE: PROGRAMS | $5,000 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
4000 Valley Square Inc Dba Woodside Vill Wheatland Terr Grand Forks, ND | $30,848,608 | $21,519,698 |
Bethany On 42nd Fargo, ND | $42,982,371 | $19,570,716 |
Cedar Lake Village Inc Sioux Falls, SD | $38,142,658 | $12,975,916 |
Elm Crest Manor New Salem, ND | $7,467,290 | $7,623,616 |
Wishek Home For The Aged Wishek, ND | $6,763,076 | $6,308,554 |
Alternative Elder Living Inc Sheridan, WY | $9,432,545 | $4,997,681 |
Hi-Line Retirement Center Malta, MT | $5,655,684 | $4,932,788 |
Four Seasons Health Care Center Inc Forman, ND | $2,647,338 | $2,643,918 |
Seven Oaks Community Homes Boise, ID | $1,588,392 | $3,399,335 |
Heritage Place Inc Coeur Dalene, ID | $3,203,260 | $2,100,533 |
Sunnycrest Village Sioux Falls, SD | $20,212,189 | $2,228,879 |
I-Reach 2 Evansville, WY | $1,615,238 | $1,798,643 |