Masonic Home Of Montana
- Assets
- $2.3m
- Revenue
- $1.3m
- Investments
- $0.0
- Employees
- 36
- Location
- Helena, MT
- Founding
- 09/1940
- Data as of
- 12/2021
- EIN
- 81-0231794
Organization Overview
Masonic Home Of Montana is located in Helena, MT. The organization was established in 1940. According to its NTEE Classification (L22) the organization is classified as: Senior Citizens Housing & Retirement Communities, under the broad grouping of Housing & Shelter and related organizations. As of 12/2021, Masonic Home Of Montana employed 36 individuals. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Masonic Home Of Montana is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 12/2021, Masonic Home Of Montana generated $1.3m in total revenue. This represents relatively stable growth, over the past 7 years the organization has increased revenue by an average of 0.1% each year. All expenses for the organization totaled $1.3m during the year ending 12/2021. You can explore the organizations financials more deeply in the financial statements section below.
Form
990
Mission & Program ActivityExcerpts From the 990 Filing
TAX YEAR
2021
Describe the Organization's Mission:
Part 3 - Line 1
THE MASONIC HOME OF MT IS COMMITTED TO PROVIDING A SAFE AND NURTURING ENVIRONMENT TO RESIDENTS IN NEED OF QUALITY ASSISTED CARE. OUR ASSISTED LIVING PROVIDES A HOME-LIKE ENVIRONMENT THAT ENHANCES A RESIDENTS PRIVACY, DIGNITY, CHOICE, INDIVIDUALITY, AND INDEPENDENCE.
Describe the Organization's Program Activity:
Part 3 - Line 4a
PROVIDE RETIREMENT AND RELATED SERVICES TO MASONS AND THEIR FAMILIES AND OTHER RETIREES.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
David Nielsen President | OfficerTrustee | 0 | $0 |
Jonathan Jackson Treasurer | OfficerTrustee | 0 | $0 |
Terry Davis Trustee | OfficerTrustee | 0 | $0 |
Diane Lockey Secretary | OfficerTrustee | 0 | $0 |
Gary Sparr Trustee | Trustee | 0 | $0 |
Kathryn Beaty Trustee | Trustee | 0 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Federated campaigns | $0 |
| Membership dues | $0 |
| Fundraising events | $0 |
| Related organizations | $18,500 |
| Government grants | $0 |
| All other contributions, gifts, grants, and similar amounts not included above | $57,314 |
| Noncash contributions included in lines 1a–1f | $0 |
| Total Revenue from Contributions, Gifts, Grants & Similar | $75,814 |
| Total Program Service Revenue | $789,814 |
| Investment income | $13,352 |
| Tax Exempt Bond Proceeds | $0 |
| Royalties | $11,769 |
| Net Rental Income | $95,762 |
| Net Gain/Loss on Asset Sales | $0 |
| Net Income from Fundraising Events | $0 |
| Net Income from Gaming Activities | $0 |
| Net Income from Sales of Inventory | $0 |
| Miscellaneous Revenue | $0 |
| Total Revenue | $1,288,622 |
| Statement of Expenses | |
|---|---|
| Grants and other assistance to domestic organizations and domestic governments. | $0 |
| Grants and other assistance to domestic individuals. | $0 |
| Grants and other assistance to Foreign Orgs/Individuals | $0 |
| Benefits paid to or for members | $0 |
| Compensation of current officers, directors, key employees. | $0 |
| Compensation of current officers, directors, key employees. | $0 |
| Compensation to disqualified persons | $0 |
| Other salaries and wages | $744,340 |
| Pension plan accruals and contributions | $0 |
| Other employee benefits | $0 |
| Payroll taxes | $57,917 |
| Fees for services: Management | $0 |
| Fees for services: Legal | $0 |
| Fees for services: Accounting | $6,551 |
| Fees for services: Lobbying | $0 |
| Fees for services: Fundraising | $0 |
| Fees for services: Investment Management | $0 |
| Fees for services: Other | $62,494 |
| Advertising and promotion | $154 |
| Office expenses | $8,909 |
| Information technology | $0 |
| Royalties | $0 |
| Occupancy | $63,529 |
| Travel | $3,089 |
| Payments of travel or entertainment expenses for any federal, state, or local public officials | $0 |
| Conferences, conventions, and meetings | $0 |
| Interest | $0 |
| Payments to affiliates | $0 |
| Depreciation, depletion, and amortization | $141,445 |
| Insurance | $77,220 |
| All other expenses | $0 |
| Total functional expenses | $1,279,385 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $322,124 |
| Savings and temporary cash investments | $0 |
| Pledges and grants receivable | $0 |
| Accounts receivable, net | -$18,149 |
| Loans from Officers, Directors, or Controlling Persons | $0 |
| Loans from Disqualified Persons | $0 |
| Notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $35,932 |
| Net Land, buildings, and equipment | $1,198,325 |
| Investments—publicly traded securities | $720,548 |
| Investments—other securities | $0 |
| Investments—program-related | $0 |
| Intangible assets | $0 |
| Other assets | $782 |
| Total assets | $2,259,562 |
| Accounts payable and accrued expenses | $0 |
| Grants payable | $0 |
| Deferred revenue | $12,190 |
| Tax-exempt bond liabilities | $0 |
| Escrow or custodial account liability | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Secured mortgages and notes payable | $0 |
| Unsecured mortgages and notes payable | $0 |
| Other liabilities | $16,756 |
| Total liabilities | $28,946 |
| Net assets without donor restrictions | $1,512,185 |
| Net assets with donor restrictions | $718,431 |
| Capital stock or trust principal, or current funds | $0 |
| Paid-in or capital surplus, or land, building, or equipment fund | $0 |
| Retained earnings, endowment, accumulated income, or other funds | $0 |
| Total liabilities and net assets/fund balances | $2,259,562 |
Endowment Analysis
| Beg. Balance | $735,431 |
| Ending Balance | $735,431 |
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