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Missions United INC FY2020 filing

Tax-deductible

Billings, MT501(c)(3)Since 1998Human Services EIN 81-0499281Revenue $12.0M in FY2020

On file with the IRSmissionsunited.org3940 Rimrock Rd, 59102-0141 · Billings, MTTax-exempt since Dec 1995Publicly supported — 509(a)(2)

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Retirement and assisted living housing.

501(c)(3) charity; gifts are tax-deductible.
87¢ of each $1 spent went to programs.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX

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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
3 of 5
filings with a surplus
Average surplus $699K a year · 5% of revenue · last 5 filings
Worth a look: a surplus in 3 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Spent on programs
87%
of spending
Looks good: 87% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Cash reserves
4 mo
of spending, in cash
Plus $22.9M in investments, Pt X · Ln 11–13
Looks good: 4.0 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Liabilities
$49.3M
86% of total assets
Concern: liabilities are 86% of assets; over 80%.
Pt X · Ln 26
Independent board members
8
of 8 voting members
Looks good: 8 of 8 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$12.0M
Spent
$10.8M
To programs
87%
Net assets
$8.2M
By yearFY2020–FY2024
Revenue
$12.0M
FY2020
Tap a bar for its year
Revenue by fiscal year
FY2020$12.0M
FY2021$11.9M
FY2022$12.8M
FY2023$14.4M
FY2024$17.5M
Expenses
$10.8M
FY2020
Tap a bar for its year
Expenses by fiscal year
FY2020$10.8M
FY2021$10.9M
FY2022$13.1M
FY2023$14.5M
FY2024$15.7M
Net assets
$8.2M
FY2020
Tap a bar for its year
Net assets by fiscal year
FY2020$8.2M
FY2021$10.9M
FY2022$6.1M
FY2023$8.1M
FY2024$9.9M

From the FY2020 Form 990 · figures checked against the IRS filing · see the original

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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 Dec 1995.

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

Where the money goes

87 cents of each dollar spent went to programs.

Program services 87% · $9.5M Management & general 13% · $1.4M

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

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Who runs it and what they're paid

10 people listed on the 990.

Part VII, Section A · reportable compensation
Stacey Wagner
President
$0Pt VII · Sec A
Steve Loveless
Vice President and Treasurer
$0Pt VII · Sec A
Tracey Neary
Secretary
$0Pt VII · Sec A
David Trost
Director
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
Clair Opsal
Director
$0Pt VII · Sec A
See Missions United INC executive salaries →

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Questions the 990 asks

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

  • Family or business ties among officersPt VI · Ln 2Yes
  • Top official's pay set by an independent reviewPt VI · Ln 15aNo

Programs and updates

Provides affordable retirement and assisted living housing for seniors.

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Provided by the organization

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1 program · $9.5M · in their own filed words · FY2020
01

Provide assisted living, dementia care, independent living, adult daycare services, childcare, rehabilitation and home health services, child adoption services, and numerous other activities to enhance the lives of those we serve. St. John's is a ministry of 25 Lutheran (ELCA) Congregations. Both St. Vincent and St.

$9.5Mprogram expense

By the numbers

The FY2020 990, line by line.

Download 990
from philanthropy.org
1The main four
Money inPt VIII
$12.0M
Ln 12
Fees for servicesLn 2g$11.0M
Investment incomeLn 3$568K
Gifts and grantsLn 1h$366K
Money outPt IX
$10.8M
Ln 25
Programscol B$9.5M
Managementcol C$1.4M
Owns and owesPt X
$8.2M
net assets · Ln 32
Cash and savingsLn 1–2$3.6M
Total assetsLn 16$57.5M
LiabilitiesLn 26$49.3M
PeoplePt VI, VII
10
listed · VII A
PaidVII A0
Voting boardVI 1a8
IndependentVI 1b8
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$366K
Government grantsLn 1e$366K
Fees for servicesLn 2g$11.0M
Investment incomeLn 3$568K
Gains on assetsLn 7$235K
Total revenueLn 12$12.0M
Assets in detailPt X, end of year
SavingsLn 2$3.6M
Cash and savings togetherLn 1–2$3.6M
InvestmentsLn 11–13$22.9M
Land, buildings, equipmentLn 10c$30.5M
Other assetsLn 15$69K
Total assetsLn 16$57.5M
LiabilitiesLn 26$49.3M
Net assetsLn 32$8.2M
OperationsPt I, VI
EmployeesI 50
VolunteersI 699
Fiscal year endsHeaderDecember
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$7.1M$3.6M
InvestmentsLn 11–13$16.5M$22.9M
Land, buildings, equipmentLn 10c$30.9M$30.5M
Total assetsLn 16$54.8M$57.5M
LiabilitiesLn 26$49.2M$49.3M
Net assetsLn 32$5.6M$8.2M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Other salaries and wagesLn 7$3.1M$2.6M$476K
Pension plan contributionsLn 8$24K$5K$19K
Other employee benefitsLn 9$239K$225K$13K
Payroll taxesLn 10$218K$77K$142K
Management feesLn 11a$613K$613K
Accounting feesLn 11c$35K$35K
Other fees for servicesLn 11g$1.8M$1.8M
Advertising and promotionLn 12$38K$38K
Office expensesLn 13$289K$216K$73K
Information technologyLn 14$80K$80K
OccupancyLn 16$621K$621K
TravelLn 17$5K$4K$587
Conferences, conventions and meetingsLn 19$3K$2K$1K
InterestLn 20$764K$764K
Depreciation, depletion and amortizationLn 22$2.3M$2.3M
InsuranceLn 23$121K$121K
Other expenses (24a–d)Ln 24$531K$503K$28K
All other expensesLn 24e$68K$66K$2K
Total functional expensesLn 25$10.8M$9.5M$1.4M$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 Latest $17.5M$15.7M$1.7M$9.9M 990 PDF
FY2023 $14.4M$14.5M−$112K$8.1M 990 PDF
FY2022 $12.8M$13.1M−$276K$6.1M 990 PDF
FY2021 $11.9M$10.9M$1.0M$10.9M 990 PDF
FY2020 Viewing $12.0M$10.8M$1.1M$8.2M 990 PDF

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Schedules filed Part IV

III · Programs R · Related orgs G · Fundraising L · Interested persons I · Grants A · Public support O · Explanations
See the full FY2020 990 (6 parts)
Part I · Summary $11,965,597 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $1,225$366,017
I-9 Program service revenuePrior year $10,708,376$11,031,694
I-10 Investment incomePrior year $502,352$567,886
I-11 Other revenuePrior year $0$0
I-12 Total revenuePrior year $11,211,953$11,965,597
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 $4,002,781$3,577,306
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $6,077,108$7,254,643
I-18 Total expensesPrior year $10,079,889$10,831,949
I-19 Revenue less expensesPrior year $1,132,064$1,133,648
Part VI · Governance 8 of 8 board members independent, 2 to look at
VI-1a Voting members of the governing body8
VI-1b Independent voting members8
VI-2 Family or business relationship among officers or directorsYes
VI-15a Process for setting top official's payNo
VI-12a Written conflict of interest policyYes
VI-13 Written whistleblower policyYes
VI-14 Document retention and destruction policyYes
Part VIII · Statement of revenue $11,965,597 across 6 lines filed
VIII-1e Government grants$366,017
VIII-1h Total contributions, gifts and grants$366,017
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $11,031,694$11,031,694
VIII-3 Investment incomeExcluded from tax $332,666$332,666
VIII-7 Net gain or loss on sales of assetsExcluded from tax $235,220$235,220
VIII-12 Total revenueRelated to mission $11,031,694 · Unrelated business $0 · Excluded from tax $567,886$11,965,597
Part IX · Statement of functional expenses $10,831,949 across 18 lines filed
IX-7 Other salaries and wagesPrograms $2,620,718 · Management $475,583$3,096,301
IX-8 Pension plan contributionsPrograms $4,902 · Management $19,087$23,989
IX-9 Other employee benefitsPrograms $225,192 · Management $13,412$238,604
IX-10 Payroll taxesPrograms $76,728 · Management $141,684$218,412
IX-11a Management feesManagement $613,335$613,335
IX-11c Accounting feesPrograms $34,800$34,800
IX-11g Other fees for servicesPrograms $1,788,206$1,788,206
IX-12 Advertising and promotionPrograms $38,106$38,106
IX-13 Office expensesPrograms $216,290 · Management $72,615$288,905
IX-14 Information technologyPrograms $80,391$80,391
IX-16 OccupancyPrograms $621,255$621,255
IX-17 TravelPrograms $3,988 · Management $587$4,575
IX-19 Conferences, conventions and meetingsPrograms $1,588 · Management $1,049$2,637
IX-20 InterestPrograms $763,705$763,705
IX-22 Depreciation, depletion and amortizationPrograms $2,298,473$2,298,473
IX-23 InsurancePrograms $120,921$120,921
IX-24 Other expenses (24a–d)Programs $502,520 · Management $28,426$530,946
IX-24e All other expensesPrograms $66,069 · Management $2,319$68,388
IX-25 Total functional expensesPrograms $9,463,852 · Management $1,368,097 · Fundraising $0$10,831,949
Part X · Balance sheet $57,549,130 assets, 18 lines filed
X-2 Savings and temporary cash investmentsStart of year $7,065,615$3,615,374
X-4 Accounts receivableStart of year $110,812$265,485
X-8 Inventories for sale or useStart of year $27,984$1,992
X-9 Prepaid expenses and deferred chargesStart of year $47,916$113,565
X-10c Land, buildings and equipment, netStart of year $30,902,998$30,537,677
X-11 Publicly traded securitiesStart of year $16,305,392$22,784,730
X-12 Other securitiesStart of year $159,429$161,468
X-15 Other assetsStart of year $149,373$68,839
X-16 Total assetsStart of year $54,769,519$57,549,130
X-17 Accounts payable and accrued expensesStart of year $247,253$239,444
X-19 Deferred revenueStart of year $1,264,631$1,097,843
X-20 Tax-exempt bond liabilitiesStart of year $27,108,961$26,235,861
X-25 Other liabilitiesStart of year $20,556,950$20,068,971
X-26 Total liabilitiesStart of year $49,177,795$49,308,448
X-27 Net assets without donor restrictionsStart of year $5,419,066$8,065,768
X-28 Net assets with donor restrictionsStart of year $172,658$174,914
X-32 Total net assets or fund balancesStart of year $5,591,724$8,240,682
X-33 Total liabilities and net assetsStart of year $54,769,519$57,549,130
Part XI · Reconciliation of net assets $8,240,682 net assets at year end
XI-1 Total revenue$11,965,597
XI-2 Total expenses$10,831,949
XI-3 Revenue less expenses$1,133,648
XI-4 Net assets at start of year$5,591,724
XI-5 Net unrealized gains (losses) on investments$2,027,124
XI-9 Other changes in net assets−$511,814
XI-10 Net assets at end of year$8,240,682

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

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