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Nonprofit · EIN 81-0366158

QUALITY LIFE CONCEPTS INC

Tax-exempt · GREAT FALLS, MT 59403

Financials

$6M$5.5M2022$6.4M$5.7M2023
Revenue Expenses · by fiscal year end
Financials of QUALITY LIFE CONCEPTS INC by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
June 30, 2024990$6,426,028$5,666,640$759,388$10,493,554$1,307,129$9,186,425
June 30, 2023990$6,016,152$5,524,550$491,602$9,680,612$1,329,266$8,351,346
Financial details: 990 for the year ended June 30, 2024

Revenue

Contributions, gifts and grants
$6,053,963
Program service revenue
$11,826
Investment income
$170,982
Net rental income
$131,870
Net gain from sales of assets
-$36,943
Other revenue
$189,257

Expenses

Grants and similar amounts paid
$0
Compensation of officers, directors and key employees
$99,085
Other salaries and wages
$4,150,273
Salaries, compensation and benefits (total)
$4,249,358
Professional fundraising fees
$0
Occupancy
$621,591
Travel
$660
Depreciation
$154,483
Program services (functional)
$5,644,913
Management and general (functional)
$21,017
Fundraising (functional)
$710

Balance sheet and other

Total assets, start of year
$9,680,612
Total assets, end of year
$10,493,554
Total liabilities, end of year
$1,307,129
Net assets, end of year
$9,186,425
Land, buildings and equipment
$2,424,074
Net assets without donor restrictions
$9,178,546
Net assets with donor restrictions
$7,879
Gross unrelated business income
-$25,510
Gross receipts
$6,530,324
Employees
152
Volunteers
8
Year formed
1977
State of legal domicile
MT

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990 for the year ended June 30, 2024, highest compensation first.

NameTitleHours / weekCompensationOther / benefits
LORI WERTZCEO
Officer
40$94,792$7,499
CAROL SHIPLEYPRESIDENT
Trustee or director, Officer
2$0$0
CODY WRIGHTFORMER VICE PRESIDENT
Trustee or director, Officer
2$0$0
KATHY ASICHVICE PRESIDENT
Trustee or director, Officer
2$0$0
CYNTHIA SCHIELDSECRETARY
Trustee or director, Officer
2$0$0
NANCY LONCKIBOARD MEMBER
Trustee or director
2$0$0
PHIL SCHROEDERBOARD MEMBER
Trustee or director
2$0$0
LEN NOPENBOARD MEMBER
Trustee or director
2$0$0
TAMMY LAROQUEBOARD MEMBER
Trustee or director
2$0$0
LINDY FARRELLBOARD MEMBER
Trustee or director
2$0$0
CYNTHIA BYERSBOARD MEMBER
Trustee or director
2$0$0
TODD NEIGHBORBOARD MEMBER
Trustee or director
2$0$0
VICKIE ERICKSONBOARD MEMBER
Trustee or director
2$0$0
990 for the year ended June 30, 2023: 10 people
NameTitleHours / weekCompensationOther / benefits
LORI WERTZCEO
Officer
40$89,238$6,791
CAROL SHIPLEYPRESIDENT
Trustee or director, Officer
2$0$0
CODY WRIGHTVICE PRESIDENT
Trustee or director, Officer
2$0$0
KATHY ASICHSECRETARY/TREASURER
Trustee or director, Officer
2$0$0
NANCY LONCKIBOARD MEMBER
Trustee or director
2$0$0
PHIL SCHROEDERBOARD MEMBER
Trustee or director
2$0$0
LEN NOPENBOARD MEMBER
Trustee or director
2$0$0
TAMMY LAROQUEBOARD MEMBER
Trustee or director
2$0$0
LINDY FARRELLBOARD MEMBER
Trustee or director
2$0$0
CYNTHIA BYERSBOARD MEMBER
Trustee or director
2$0$0

Address and contacts

Address (IRS master file)
PO BOX 2506, GREAT FALLS, MT 59403-2506
Principal officer (990 for 2023)
LORI WERTZ, 215 SMELTER AVE NE, GREAT FALLS, MT 59404
Signed the 990
LORI WERTZ, CEO
Phone
(406) 452-9531
Return prepared by
JUNKERMIERCLARKCAMPANELLASTEVENSPC

Mission

PROVIDE CREATIVE SUPPORTS AND CHOICES THAT STIMULATE LIFELONG GROWTH AND DEVELOPMENT, SUPPORT CHILDREN AND ADULTS WITH DEVELOPMENTAL NEEDS WITHIN THEIR HOME AND THE COMMUNITY, PROVIDE A SUPPORTIVE AND SAFE ENVIRONMENT SO INDIVIDUALS MAY ATTAIN THEIR MAXIMUM LEVEL OF PERSONAL ACHIEVEMENT, AND EMPOWER AND SUPPORT FAMILIES.

990 for the year ended June 30, 2024

Program accomplishments

  • PROVIDE SERVICES TO THE AREA'S DEVELOPMENTALLY DELAYED CHILDREN AND THEIR FAMILIES IN ORDER TO PREVENT THE CHILDREN'S INSTITUTIONALIZATION.
    Expenses $5,644,913 · revenue $226,593

What it must file and when

IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025June 30, 2026November 16, 2026Not due yet
2024June 30, 2025November 17, 2025Not on file
2023June 30, 2024November 15, 2024990 on file

IRS record

EIN
81-0366158
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Publicly supported organization (170(b)(1)(A)(vi))
Donations deductible (Pub 78)
Public charity, 50% deduction limit
Exempt since
1979
Accounting year ends
June
Files
Form 990 or 990-EZ
Assets (IRS master file)
$10,493,554
Income (IRS master file)
$6,530,324

Filing history

FormYear endedRevenueExpensesAssetsReturn
990June 2024–––IRS
990-TJune 2024–––IRS
990June 2023$6,016,152$5,524,550$9,680,612XML
990-TJune 2023–––IRS
990June 2022$7,337,307$5,651,381$9,211,678IRS
990-TJune 2022–––IRS
990June 2021–––IRS
990-TJune 2021–––IRS
990June 2020–––IRS
990June 2019–––IRS
990June 2018–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 81-0366158).

Questions about QUALITY LIFE CONCEPTS INC

What is the EIN of QUALITY LIFE CONCEPTS INC?
The employer identification number (EIN) of QUALITY LIFE CONCEPTS INC is 81-0366158.
Is QUALITY LIFE CONCEPTS INC tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1979.
Are donations to QUALITY LIFE CONCEPTS INC tax-deductible?
Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
Which annual return does QUALITY LIFE CONCEPTS INC file?
Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
When is the next return of QUALITY LIFE CONCEPTS INC due?
The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did QUALITY LIFE CONCEPTS INC last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended June 2024.
Who is the principal officer of QUALITY LIFE CONCEPTS INC?
The 990 for the year ended June 30, 2024 names LORI WERTZ.
Who are the officers and directors of QUALITY LIFE CONCEPTS INC?
The 990 for the year ended June 30, 2024 lists 13 people; 1 received compensation from the organization, the highest $94,792 (LORI WERTZ, CEO).
How much revenue does QUALITY LIFE CONCEPTS INC have?
On its 990 for the year ended June 30, 2024 it reported revenue of $6,426,028, expenses of $5,666,640 and total assets of $10,493,554 at year end.

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