Quality Life Concepts INC FY2020 filing

Tax-deductible

Great Falls, MT501(c)(3)Since 1977EIN 81-0366158Revenue $6.7M in FY2020

On file with the IRSqlc-gtf.orgPo Box 2506, 59403-2506 · Great Falls, MTTax-exempt since Oct 1979Publicly supported charity — 170(b)(1)(A)(vi)

Tell your story. Claim this org

Assist the developmentally disabled

501(c)(3) charity; gifts are tax-deductible.
99¢ of each $1 spent went to programs.
$80K paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · Pay: Part VII

Before you give

FY2020 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2024
latest Form 990
Looks good: the latest return is for FY2024, 2 tax years back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
4 of 5
filings with a surplus
Average surplus $960K a year · 14% of revenue · last 5 filings
Fine: a surplus in 4 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Spent on programs
99%
of spending
Looks good: 99% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$80K
to officers and key staff · 1% of spending
Looks good: pay to officers and key staff is 1% of spending; 15% or less.
Pt VII · Sec A
Cash reserves
2 mo
of spending, in cash
Fine: 2.4 months of spending in cash; 1 to 3.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
4
named funders · $28K
Looks good: 4 funders name it on their filings; 3 or more.
Funders’ Sch. I, 990-PF
Liabilities
$2.8M
41% of total assets
Looks good: liabilities are 41% of assets; 50% or less.
Pt X · Ln 26
Independent board members
9
of 9 voting members
Looks good: 9 of 9 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$6.7M
Spent
$7.2M
To programs
99%
Net assets
$3.9M
By yearFY2020–FY2024
Revenue
$6.7M
FY2020
Tap a bar for its year
Revenue by fiscal year
FY2020$6.7M
FY2021$8.7M
FY2022$7.3M
FY2023$6.0M
FY2024$6.4M
Expenses
$7.2M
FY2020
Tap a bar for its year
Expenses by fiscal year
FY2020$7.2M
FY2021$6.4M
FY2022$5.7M
FY2023$5.5M
FY2024$5.7M
Net assets
$3.9M
FY2020
Tap a bar for its year
Net assets by fiscal year
FY2020$3.9M
FY2021$6.4M
FY2022$7.8M
FY2023$8.4M
FY2024$9.2M

From the FY2020 Form 990 (year ending June 2020) · figures checked against the IRS filing · see the original

Give Claim
You’re viewing the FY2020 filing — not the latest on file. See the latest (FY2024) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2024. IRS ruling in Oct 1979.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

99 cents of each dollar spent went to programs.

Program services 99% · $7.1M Management & general 1% · $81K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

Something off? Claim to fix it

Who runs it and what they're paid

12 people listed on the 990; $80K paid to officers and key staff.

Part VII, Section A · reportable compensation · most recent filed roster (FY2019); the FY2020 filing did not itemize Part VII
$79,549Pt VII · Sec A
Vice President
$0Pt VII · Sec A
Secretary/Treasurer
$0Pt VII · Sec A
Board Member
$0Pt VII · Sec A
Board Member
$0Pt VII · Sec A
Board Member
$0Pt VII · Sec A
President
$0Pt VII · Sec A
Board Member
$0Pt VII · Sec A

Compensation history total reportable pay by year · 1 named individual · Part VII

NameFY2024FY2023FY2022FY2021FY2020
Lori Wertz$94,792$89,238$83,364$61,582$79,549

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

See Quality Life Concepts INC executive salaries →

On this list? Claim this org

Something off? Claim to fix it

Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aYes

Programs and updates

Helps people with developmental disabilities thrive and reach their full potential.

Questions for Quality Life Concepts INC

Tap to ask. Quality Life Concepts INC sees how many people are interested.

Your first name shows with your question. Quality Life Concepts INC answers here, for everyone.

Provided by the organization

Know this org? Add your story

1 program · $7.1M · in their own filed words · FY2019
01

Provide services to the area's developmentally delayed children and their families in order to prevent the children's institutionalization.

$7.1Mprogram expense

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · funders on record
Grants received · FY2024
Total grants receivedfrom 4 funders$28K
See all 4 funders →

By the numbers

The FY2020 990, line by line.

1The main four
Money inPt VIII
$6.7M
Ln 12
Gifts and grantsLn 1h$6.0M
Investment incomeLn 3$354K
Other incomeLn 4–11$264K
Money outPt IX
$7.2M
Ln 25
Programscol B$7.1M
Managementcol C$81K
Owns and owesPt X
$3.9M
net assets · Ln 32
Cash and savingsLn 1–2$1.5M
Total assetsLn 16$6.6M
LiabilitiesLn 26$2.8M
PeoplePt VI, VII
12
listed · VII A
PaidVII A1
Voting boardVI 1a9
IndependentVI 1b9
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$6.0M
Government grantsLn 1e$6.0M
Noncash giftsLn 1g$25K
Fees for servicesLn 2g$69K
Investment incomeLn 3$354K
Other incomeLn 4–11$264K
Gains on assetsLn 7$315K
Total revenueLn 12$6.7M
Assets in detailPt X, end of year
CashLn 1$1.5M
Cash and savings togetherLn 1–2$1.5M
InvestmentsLn 11–13$38K
Land, buildings, equipmentLn 10c$3.1M
Other assetsLn 15$1.5M
Total assetsLn 16$6.6M
LiabilitiesLn 26$2.8M
Net assetsLn 32$3.9M
OperationsPt I, VI
EmployeesI 5324
VolunteersI 60
Fiscal year endsHeaderJune
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13Yes
Records policyVI 14Yes
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY20End FY20
Cash and savingsLn 1–2$606K$1.5M
InvestmentsLn 11–13$32K$38K
Land, buildings, equipmentLn 10c$3.3M$3.1M
Total assetsLn 16$6.1M$6.6M
LiabilitiesLn 26$1.7M$2.8M
Net assetsLn 32$4.3M$3.9M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Pay of current officers, directors and key staffLn 5$90K$89K$577
Other salaries and wagesLn 7$4.4M$4.4M$29K
Other employee benefitsLn 9$411K$409K$3K
Payroll taxesLn 10$554K$550K$4K
Advertising and promotionLn 12$2K$2K$48
Office expensesLn 13$176K$173K$3K
OccupancyLn 16$628K$608K$20K
TravelLn 17$4K$4K$26
InterestLn 20$48K$48K
Depreciation, depletion and amortizationLn 22$254K$254K
InsuranceLn 23$127K$127K
Other expenses (24a–d)Ln 24$366K$344K$22K
All other expensesLn 24e$82K$82K$478
Total functional expensesLn 25$7.2M$7.1M$81K$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 Latest $6.4M$5.7M$759K$9.2M 990 PDF
FY2023 $6.0M$5.5M$492K$8.4M 990 PDF
FY2022 $7.3M$5.7M$1.7M$7.8M 990 PDF
FY2021 $8.7M$6.4M$2.4M$6.4M 990 PDF
FY2020 Viewing $6.7M$7.2M−$489K$3.9M 990 PDF

More to add? Claim this org

Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
See the full FY2020 990 (6 parts)
Part I · Summary $6,699,217 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $6,617,113$6,012,144
I-9 Program service revenuePrior year $86,330$69,172
I-10 Investment incomePrior year $43,591$353,871
I-11 Other revenuePrior year $353,744$264,030
I-12 Total revenuePrior year $7,100,778$6,699,217
I-13 Grants and similar amounts paidPrior year $0$0
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $5,820,393$5,501,262
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $1,747,717$1,686,756
I-18 Total expensesPrior year $7,568,110$7,188,018
I-19 Revenue less expensesPrior year −$467,332−$488,801
Part VI · Governance 9 of 9 board members independent, no flags
VI-1a Voting members of the governing body9
VI-1b Independent voting members9
VI-2 Family or business relationship among officers or directorsNo
VI-12a Written conflict of interest policyYes
VI-13 Written whistleblower policyYes
VI-14 Document retention and destruction policyYes
VI-15a Process for setting top official's payYes
Part VIII · Statement of revenue $6,699,217 across 10 lines filed
VIII-1e Government grants$6,012,144
VIII-1g Noncash contributions (included above)$25,253
VIII-1h Total contributions, gifts and grants$6,012,144
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $69,172$69,172
VIII-3 Investment incomeExcluded from tax $38,787$38,787
VIII-6 Net rental income or lossRelated to mission $162,666 · Unrelated business −$20,684$141,982
VIII-7 Net gain or loss on sales of assetsExcluded from tax $315,084$315,084
VIII-8 Net income from fundraising eventsExcluded from tax $12,044$12,044
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Related to mission $110,004$110,004
VIII-12 Total revenueRelated to mission $341,842 · Unrelated business −$20,684 · Excluded from tax $365,915$6,699,217
Part IX · Statement of functional expenses $7,188,018 across 13 lines filed
IX-5 Pay of current officers, directors and key staffPrograms $89,120 · Management $577$89,697
IX-7 Other salaries and wagesPrograms $4,417,678 · Management $28,576$4,446,254
IX-9 Other employee benefitsPrograms $408,774 · Management $2,633$411,407
IX-10 Payroll taxesPrograms $550,359 · Management $3,545$553,904
IX-12 Advertising and promotionPrograms $1,569 · Management $48$1,617
IX-13 Office expensesPrograms $172,885 · Management $3,258$176,143
IX-16 OccupancyPrograms $607,883 · Management $19,629$627,512
IX-17 TravelPrograms $4,124 · Management $26$4,150
IX-20 InterestPrograms $47,824$47,824
IX-22 Depreciation, depletion and amortizationPrograms $254,432$254,432
IX-23 InsurancePrograms $126,964$126,964
IX-24 Other expenses (24a–d)Programs $344,069 · Management $22,056$366,125
IX-24e All other expensesPrograms $81,511 · Management $478$81,989
IX-25 Total functional expensesPrograms $7,107,192 · Management $80,826 · Fundraising $0$7,188,018
Part X · Balance sheet $6,646,269 assets, 14 lines filed
X-1 Cash, non-interest-bearingStart of year $605,851$1,465,381
X-4 Accounts receivableStart of year $479,452$598,462
X-9 Prepaid expenses and deferred chargesStart of year $5,592$7,056
X-10c Land, buildings and equipment, netStart of year $3,321,576$3,050,342
X-12 Other securitiesStart of year $32,430$38,217
X-15 Other assetsStart of year $1,491,769$1,486,811
X-16 Total assetsStart of year $6,070,091$6,646,269
X-17 Accounts payable and accrued expensesStart of year $106,421$55,908
X-25 Other liabilitiesStart of year $614,541$1,809,346
X-26 Total liabilitiesStart of year $1,748,334$2,751,180
X-27 Net assets without donor restrictionsStart of year $3,444,882$3,019,402
X-28 Net assets with donor restrictionsStart of year $876,875$875,687
X-32 Total net assets or fund balancesStart of year $4,321,757$3,895,089
X-33 Total liabilities and net assetsStart of year $6,070,091$6,646,269
Part XI · Reconciliation of net assets $3,895,089 net assets at year end
XI-1 Total revenue$6,699,217
XI-2 Total expenses$7,188,018
XI-3 Revenue less expenses−$488,801
XI-4 Net assets at start of year$4,321,757
XI-5 Net unrealized gains (losses) on investments$62,133
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$3,895,089

Form 990 e-file (XML) FY2020 from the IRS · Classification, formation year and address from the IRS Business Master File

Similar organizations you could support · Compare with another nonprofit

Names, privacy, and removal requests More

The names, titles, and compensation shown on this page are reproduced from IRS Form 990 filings, which are public records.

Philanthropy.org does not alter the content of those filings. All information appears exactly as reported by the filing organization for the tax year shown.

We publish only information contained in the public IRS filing — and less than the filing contains. Our profile pages do not display street addresses, telephone numbers, personal email addresses, or other personal contact information, even where the filing includes them.

Many people share the same name. A name shown on this page reflects only what one organization reported in one IRS filing for one tax year. It should not be interpreted as identifying any other individual with the same or a similar name.

If you are no longer affiliated with the organization, your name will generally stop appearing in future IRS filings once the organization no longer reports you. Pages for tax years in which you were reported remain published because those filings remain part of the public record.

Philanthropy.org does not alter or remove IRS filing records. Removing a page from this website would not remove the underlying IRS filing, which remains publicly available from the IRS and other publishers of the same information.

If you believe the IRS filing itself is inaccurate, corrections must be made by the filing organization or the IRS directly.

Your org? Add context

Made it to the end? Claim this org

All figures are derived from public IRS Form 990 filings and are presented without evaluation of any organization. philanthropy.org does not rate, score, or rank organizations, including the pay comparisons above.