SUNRISE BLUFF ESTATES INC

EIN: 810365125 501(c)(3)

FORT BENTON, MT

Total Revenue
$466,376
Total Expenses
$459,137
Total Assets
$448,655
Net Assets
$117,966
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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year
1973
Legal Domicile
MT
Principal Officer
DEBBY VIELLEUX
Phone
4066225443
Tax Period
2025-01-01 to 2025-12-31

SUNRISE BLUFF ESTATES INC, founded in 1973, is a small nonprofit that reported $466K in total revenue in fiscal year 2025.

Mission

TO PROVIDE AFFORDABLE, SAFE HOUSING FOR THE ELDERLY.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

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Financial Overview (2025)

Revenue Breakdown

Contributions & Grants $424,142
Program Service Revenue $42,134
Investment Income $100
Other Revenue $0
TOTAL REVENUE $466,376

Expense Breakdown

Grants Paid $0
Salaries & Benefits $99,818
Fundraising Expenses $0
Program Expenses $386,052
Other Expenses $359,319
TOTAL EXPENSES $459,137

Year-over-Year Comparison

2025 2024 Change
Revenue $466,376 $438,913 +0.1%
Expenses $459,137 $413,574 +0.1%
Net Income $7,239 $25,339 -0.7%
Key Indicators
✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required
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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

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Governance

Voting Members
3
Independent Members
3
Employees
N/A
Volunteers
2

Governance Policies

✗ Conflict of Interest Policy
✗ Whistleblower Policy
✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School
✗ Operated a Hospital
✗ Provided First Class Travel
✗ Reported Conflict of Interest
✗ Reported Asset Diversion
✗ Excess Benefit Transaction
✗ Made Political Expenditures
✗ Engaged in Lobbying
✗ Operated Donor Advised Fund
✗ Maintained Art Collections
✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers
3
$0
Total Directors
3
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
DEBBY VIELLEUX PRESIDENT 3.00
Officer Director
$0 $0 $0
DONNA UPHAM VICE PRESIDENT 1.00
Officer Director
$0 $0 $0
JAN WISHMAN SECRETARY/TREASURER 1.00
Officer Director
$0 $0 $0
Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year Revenue Expenses Assets Net Income
2025 $466,376 $459,137 $448,655 $7,239
2024 $438,913 $413,574 $433,100 $25,339
2023 $461,336 $488,118 $395,284 $-26,782
2022 $451,816 $456,961 $486,146 $-5,145
2021 $435,671 $447,301 $480,512 $-11,630
2020 $411,787 $462,796 $486,772 $-51,009
2019 $434,975 $495,730 $530,437 $-60,755
2018 $707,820 $443,277 $583,042 $264,543
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