GREAT FALLS CLINIC LEGACY FOUNDATION: Form 990, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- GREAT FALLS CLINIC LEGACY FOUNDATION (EIN 47-4110464)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-09-24
- IRS object ID
- 201902679349301200
- Schema version
- 2018v3.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule G
- Schedule I
- Schedule J
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-09-24T12:22:33-05:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 810348775 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JUNKERMIERCLARKCAMPANELLASTEVENS PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 16237 | AddressLine1Txt |
| City | MISSOULA | CityNm |
| State Abbreviation | MT | StateAbbreviationCd |
| ZIP | 59808 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2018-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 474110464 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GREAT FALLS CLINIC LEGACY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | GREA | BusinessNameControlTxt |
| Phone | 4067713107 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1400 29TH STREET SOUTH | AddressLine1Txt |
| City | GREAT FALLS | CityNm |
| State Abbreviation | MT | StateAbbreviationCd |
| ZIP | 59405 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ED VENETZ | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 4067713107 | PhoneNum |
| Signature | 2019-09-16 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DREW RIEKER CPA | PreparerPersonNm |
| PTIN | P01372762 | PTIN |
| Phone | 4065494148 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 208.123.198.253 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-09-16 | IPDt |
| IP Tm | 13:45:23 | IPTm |
| IP Timezone | MD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 4BD95361F921005AF6C55537EB1E454493ED4A95 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | DA62A4CBC2F988934D5EDD4926F531E31B1456EF | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | ED VENETZ | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1400 29TH STREET SOUTH | AddressLine1Txt |
| City | GREAT FALLS | CityNm |
| State Abbreviation | MT | StateAbbreviationCd |
| ZIP | 59405 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $375,790 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.GFCLEGACY.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2015 | FormationYr |
| Legal Domicile State | MT | LegalDomicileStateCd |
| Activity Or Mission | PROVIDE CARE AND COMFORT FOR PATIENTS AND FAMILIES AT A PATIENT HOUSING FACILITY. | ActivityOrMissionDesc |
| Voting Members Governing Body | 11 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 11 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 15 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $1,477,916 | PYContributionsGrantsAmt |
| CY Contributions Grants | $342,087 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $8 | PYInvestmentIncomeAmt |
| CY Investment Income | $0 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $27,806 | CYOtherRevenueAmt |
| PY Total Revenue | $1,477,924 | PYTotalRevenueAmt |
| CY Total Revenue | $369,893 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $8,447 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $7,465 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $0 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $5,634 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $15,000 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $44,485 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $19,878 | PYOtherExpensesAmt |
| CY Other Expenses | $38,761 | CYOtherExpensesAmt |
| PY Total Expenses | $28,325 | PYTotalExpensesAmt |
| CY Total Expenses | $66,860 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $1,449,599 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $303,033 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $1,504,032 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,821,684 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $1,504,032 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $1,821,684 | NetAssetsOrFundBalancesEOYAmt |
| Mission | THE GREAT FALLS CLINIC LEGACY FOUNDATION BRINGS HOPE AND HEALING TO GREAT FALLS AND SURROUNDING COMMUNITIES. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $8,160 | ExpenseAmt |
| Grant | $7,465 | GrantAmt |
| Desc | THE GREAT FALLS CLINIC LEGACY FOUNDATION IS DEDICATED TO HELPING PATIENTS AND FAMILIES FROM AROUND MONTANA SEEKING TREATMENT AT THE GREAT FALLS CLINIC. FOR MANY YEARS, THERE HAS BEEN A GREAT NEED IN THE COMMUNITY FOR PATIENT HOUSING WHILE RECEIVING OUTPATIENT TREATMENT. THE FOUNDATION AND THE GENEROUS COMMUNITY WILL PROVIDE A NEW LEVEL OF SERVICE IN THE AREA OF HEALTHCARE. CARE AND COMFORT FOR PATIENTS AND FAMILIES ARE OF THE UTMOST IMPORTANCE AND THE PATIENT HOUSING FACILITY HAS BECOME THE TOP PRIORITY. WE ARE CURRENTLY WORKING ON A CAPITAL CAMPAIGN TO RAISE SUPPORT FOR THE CONSTRUCTION OF TWELVE (12) GUEST ROOMS FOR PATIENTS. | Desc |
| Total Program Service Expenses | $8,160 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | 0 | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 0 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 0 | EmployeeCnt |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 11 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 11 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | 0 | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | 0 | WhistleblowerPolicyInd |
| Document Retention Policy | 0 | DocumentRetentionPolicyInd |
| Compensation Process CEO | 0 | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GREAT FALLS CLINIC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4067713107 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1400 29TH STREET SOUTH | AddressLine1Txt |
| City | GREAT FALLS | CityNm |
| State Abbreviation | MT | StateAbbreviationCd |
| ZIP | 59405 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (14 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| ED VENETZ | ||||||
| PRESIDENT | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| TIM PETERSON | ||||||
| VICE PRESIDENT | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| AMY PENNINGTON | ||||||
| TREASURER | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| ROBERT HENDERSON | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| KARL GUTER | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| THOMAS WARR | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| WYMAN TAYLOR | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| GREGORY SCHWANDT | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| VICKI NEWMILLER | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| BRAD LIVINGSTON | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| REED BASSETT | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| SUZANNE PORTER | ||||||
| BOARD MEMBER (FORMER) | 1.00 | Yes (X) | $0 | $0 | $0 | |
| DIANE STEFFENS | ||||||
| BOARD MEMBER (FORMER) | 1.00 | Yes (X) | $0 | $0 | $0 | |
| SAMANTHA SHINABERGER | ||||||
| SECRETARY/EXECUTIVE DIRECTOR | 5.00 | Yes (X) | $5,634 | $0 | $0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $5,634 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $0 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | 0 | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | Yes (1) | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $2,656 | FundraisingAmt |
| All Other Contributions | $339,431 | AllOtherContributionsAmt |
| Noncash Contributions | $30,765 | NoncashContributionsAmt |
| Total Contributions | $342,087 | TotalContributionsAmt |
| Fundraising Gross Income | $22,820 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $2,656 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $5,157 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $17,663 | TotalRevenueColumnAmt |
| Exclusion | $17,663 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gaming Gross Income | $10,883 | GamingGrossIncomeAmt |
| Gaming Direct Expenses | $740 | GamingDirectExpensesAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $10,143 | TotalRevenueColumnAmt |
| Exclusion | $10,143 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $369,893 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $27,806 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,465 | TotalAmt |
| Program Services | $7,465 | ProgramServicesAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,634 | TotalAmt |
| Management And General | $5,634 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,250 | TotalAmt |
| Management And General | $3,250 | ManagementAndGeneralAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,000 | TotalAmt |
| Fundraising | $15,000 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $245 | TotalAmt |
| Fundraising | $245 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,238 | TotalAmt |
| Fundraising | $16,238 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $990 | TotalAmt |
| Program Services | $495 | ProgramServicesAmt |
| Fundraising | $495 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $400 | TotalAmt |
| Program Services | $200 | ProgramServicesAmt |
| Fundraising | $200 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,311 | TotalAmt |
| Management And General | $1,155 | ManagementAndGeneralAmt |
| Fundraising | $1,156 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $645 | TotalAmt |
| Management And General | $323 | ManagementAndGeneralAmt |
| Fundraising | $322 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | FundraisingFundraisingAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| IN-KINDS EXPENSED | $10,829 | $10,829 | |
| PROPERTY TAXES | $2,003 | $2,003 | |
| SUPPLIES | $921 | $921 | |
| BANK FEES | $746 | $746 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $183 | TotalAmt |
| Management And General | $183 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $66,860 | TotalAmt |
| Program Services | $8,160 | ProgramServicesAmt |
| Management And General | $14,215 | ManagementAndGeneralAmt |
| Fundraising | $44,485 | FundraisingAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $143,779 | BOYAmt |
| EOY | $387,624 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $69 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $399,429 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $0 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $360,245 | BOYAmt |
| EOY | $399,429 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,000,008 | BOYAmt |
| EOY | $1,034,562 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,504,032 | BOYAmt |
| EOY | $1,821,684 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,504,032 | BOYAmt |
| EOY | $1,821,684 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,504,032 | BOYAmt |
| EOY | $1,821,684 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,504,032 | BOYAmt |
| EOY | $1,821,684 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $303,033 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $14,619 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | 0 | FSAuditedInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | $19,534 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $37,831 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $477,916 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $342,087 | CurrentTaxYearAmt |
| Total | $877,368 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | $19,534 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $37,831 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $477,916 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $342,087 | CurrentTaxYearAmt |
| Total | $877,368 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $363,891 | SubstantialContributorsTotAmt |
| Public Support Total170 | $513,477 | PublicSupportTotal170Amt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year | $33,073 | CurrentTaxYearAmt |
| Total | $33,073 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $910,441 | TotalSupportAmt |
| First5 Years170 | Yes (X) | First5Years170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE A, PART II, LINE 1 | THE AMOUNTS PREVIOUSLY REPORTED FOR SCHEDULE A, PART II, LINE 1 HAVE BEEN RESTATED TO CONFORM TO THE CURRENT YEAR PRESENTATION. 2016 AMOUNTS PREVIOUSLY REPORTED ON SCHEDULE A, PART II, LINE 1 INCLUDED FUNDRAISING EVENT INCOME AS CONTRIBUTION INCOME. |
| SCHEDULE A, PART II, LINE 10 | GROSS FUNDRAISING EVENT INCOME OF $33,073 IS REPORTED AS OTHER INCOME ON SCHEDULE A, PART II, LINE 10. |
Schedule B IRS990ScheduleB
Schedule D IRS990ScheduleD
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $340,000 | OtherCostOrOtherBasisAmt |
| Book Value | $340,000 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $59,429 | OtherCostOrOtherBasisAmt |
| Book Value | $59,429 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $399,429 | TotalBookValueLandBuildingsAmt |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | TOUR MONTANA SUMMER OF 2018 | Event1Nm |
| Gross Receipts Event1 | $22,082 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $2,656 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $19,426 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $817 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $1,610 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $2,000 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $711 | OtherDirectExpensesEvent1Amt |
| Event2 | OTHER FUNDRAISING EVENTS | Event2Nm |
| Gross Receipts Event2 | $3,394 | GrossReceiptsEvent2Amt |
| Gross Revenue Event2 | $3,394 | GrossRevenueEvent2Amt |
| Other Direct Expenses Event2 | $19 | OtherDirectExpensesEvent2Amt |
| Gross Receipts Total | $25,476 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $2,656 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $22,820 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $817 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $1,610 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $2,000 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $730 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $5,157 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $17,663 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | ASSISTANCE WITH MEDICAL, HOTEL, AND TRAVEL EXPENSES. | GrantTypeTxt |
| Recipient | 41 | RecipientCnt |
| Cash Grant | $7,465 | CashGrantAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | CURRENTLY ONLY GRANTS FOR PEDIATRIC PATIENTS ARE AWARDED. THERE IS A MAXIMUM OF $1,000 AWARDED TO EACH PATIENT PER APPLICATION. IF A REQUEST IS SUBMITTED OUTSIDE OF THE PARAMETERS OF THE GRANT APPLICATION IT IS TAKEN TO THE BOARD FOR REVIEW AND CONSIDERATION. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SAMANTHA SHINABERGER | PersonNm |
| Title | SECRETARY/EXECUTIVE DIRECTOR | TitleTxt |
| Base Compensation Filing Org | $5,634 | BaseCompensationFilingOrgAmt |
| Compensation Based On Rltd Orgs | $0 | CompensationBasedOnRltdOrgsAmt |
| Bonus Filing Organization | $0 | BonusFilingOrganizationAmount |
| Bonus Related Organizations | $0 | BonusRelatedOrganizationsAmt |
| Other Compensation Filing Org | $0 | OtherCompensationFilingOrgAmt |
| Other Compensation Rltd Orgs | $0 | OtherCompensationRltdOrgsAmt |
| Deferred Compensation Flng Org | $0 | DeferredCompensationFlngOrgAmt |
| Deferred Comp Rltd Orgs | $0 | DeferredCompRltdOrgsAmt |
| Nontaxable Benefits Filing Org | $0 | NontaxableBenefitsFilingOrgAmt |
| Nontaxable Benefits Rltd Orgs | $0 | NontaxableBenefitsRltdOrgsAmt |
| Total Compensation Filing Org | $5,634 | TotalCompensationFilingOrgAmt |
| Total Compensation Rltd Orgs | $0 | TotalCompensationRltdOrgsAmt |
| Comp Report Prior990 Filing Org | $0 | CompReportPrior990FilingOrgAmt |
| Comp Report Prior990 Rltd Orgs | $0 | CompReportPrior990RltdOrgsAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE J, UNRELATED COMPENSATION | FormAndLineReferenceDesc |
| Explanation | GREAT FALLS CLINIC, LLP EMPLOYS THE EXECUTIVE DIRECTOR, SAMANTHA SHINABERGER, FOR THE FOUNDATION FULL-TIME AND COMPENSATION IS DETERMINED BY GREAT FALLS CLINIC'S HR MODEL. THE GREAT FALLS CLINIC LEGACY FOUNDATION REIMBURSES GREAT FALLS CLINIC, LLP FOR THE EXECUTIVE DIRECTORS WAGES. THE AMOUNT REIMBURSED DURING THE CURRENT YEAR WAS $5,634. | ExplanationTxt |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $19,936 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | QUOTED MARKET VALUE | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Desc | FUNDRAISING EVENT SILENT AUCTION ITEMS | Desc |
| Contribution | 32 | ContributionCnt |
| Noncash Contributions Rpt F990 | $10,839 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | 0 | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 8B | GREAT FALLS CLINIC LEGACY FOUNDATION HAS AN INFORMAL EXECUTIVE COMMITEE THAT IS COMPRISED OF FOUR BOARD MEMBERS. THIS COMMITTEE CURRENTLY MEETS WITH THE FULL BOARD AT MEETINGS AND WOULD ONLY MEET SEPARATELY IF A SPECIAL ISSUE WAS TO ARISE. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE BOARD OF DIRECTORS IS SENT A DRAFT FORM 990 FOR REVIEW AND APPROVAL PRIOR TO FILING THE RETURN. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE GREAT FALLS CLINIC LEGACY FOUNDATION REQUIRES INITIAL DISCLOSURE AT THE TIME OF COMMITMENT AND APPROVAL TO THE BOARD. THE BOARD MEMBERS ARE REQUESTED TO PROVIDE WRITTEN OR ORAL INSTRUCTION OF ANY CHANGES TO THE CONFLICT OF INTEREST POLICY. WE RELY ON INSIDERS AND OTHER INTERESTED PERSONS TO REPORT CONFLICTS OF INTEREST AND THEN THEY ARE ADDRESSED BY THE BOARD. TYPICALLY THE BOARD MEMBER WOULD NOTIFY OF THE CONFLICT AND EXCUSE THEMSELVES FROM THE VOTE OR REMOVE THEMSELVES FROM THE MEETING. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE GREAT FALLS CLINIC LEGACY FOUNDATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE UPON REQUEST. |
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