Civic Intelligence

Masonic Home of Montana Inc

EIN 81-0231794 • 501(c)3 • Helena, MT

Profile

The masonic home of montana is committed to providing a safe, nurturing and vibrant environment to residents and their family members in need of quality assisted care. We embrace the philosophy of assisted living by providing a "home-like environment" that enhances a resident's "privacy, dignity, choice, indviduality, and independence."

2010 Masonic Home RdHelena, MT 59602

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

52nd percentile

0.08x

Higher debt load relative to assets than 52% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

56th percentile

0.11x

Higher debt load relative to revenue than 56% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Net Margin

15th percentile

-19%

Higher net margin than 15% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

40th percentile

$0

Higher top officer pay than 40% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Asset Growth

22nd percentile

-6.1%

Faster asset growth than 22% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

27th percentile

-6.1%

Faster revenue growth than 27% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets52nd percentile

Assets

Down

$1,750,683

Down $113,740 (-6.1%) from 2023

Liabilities

Up

$131,458

Up $101,847 (+344%) from 2023

Net Assets

Down

$1,619,225

Down $215,587 (-12%) from 2023

Operations
Liabilities / Revenue56th percentileNet Margin15th percentile

Revenue

Down

$1,217,480

Down $78,535 (-6.1%) from 2023

Expenses

Up

$1,445,226

Up $2,773 (+0.2%) from 2023

Net Income

Down

-$227,746

Down $81,308 (-56%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth22nd percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$3.0M$2.0M$1.0M$0Assets 2010: $2,788,644Liabilities 2010: $1,670,866Net Assets 2010: $1,117,7782010Assets 2011: $2,625,293Liabilities 2011: $1,693,800Net Assets 2011: $931,4932011Assets 2012: $2,384,167Liabilities 2012: $1,606,032Net Assets 2012: $778,1352012Assets 2013: $2,281,935Liabilities 2013: $1,754,377Net Assets 2013: $527,5582013Assets 2014: $2,179,109Liabilities 2014: $167,194Net Assets 2014: $2,011,9152014Assets 2015: $2,154,917Liabilities 2015: $161,442Net Assets 2015: $1,993,4752015Assets 2016: $2,155,990Liabilities 2016: $158,588Net Assets 2016: $1,997,4022016Assets 2017: $2,261,962Liabilities 2017: $158,686Net Assets 2017: $2,103,2762017Assets 2018: $2,176,359Liabilities 2018: $162,444Net Assets 2018: $2,013,9152018Assets 2019: $2,118,431Liabilities 2019: $27,743Net Assets 2019: $2,090,6882019Assets 2020: $2,261,037Liabilities 2020: $28,657Net Assets 2020: $2,232,3802020Assets 2021: $2,259,562Liabilities 2021: $28,946Net Assets 2021: $2,230,6162021Assets 2022: $2,000,648Liabilities 2022: $37,111Net Assets 2022: $1,963,5372022Assets 2023: $1,864,423Liabilities 2023: $29,611Net Assets 2023: $1,834,8122023Assets 2024: $1,750,683Liabilities 2024: $131,458Net Assets 2024: $1,619,2252024

Highlighted filing

2024

Assets$1,750,683
Liabilities$131,458
Net Assets$1,619,225
Open 2024 Filing

Operations Trend

Revenue Growth27th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$2.0M$1.0M$0-$1.0MExpenses 2010: $1,944,8922010Expenses 2011: $1,666,1712011Expenses 2012: $1,627,3042012Revenue 2013: $1,563,441Expenses 2013: $1,777,538Net Income 2013: -$214,0972013Revenue 2014: $1,259,718Expenses 2014: $1,344,981Net Income 2014: -$85,2632014Revenue 2015: $1,280,969Expenses 2015: $1,302,328Net Income 2015: -$21,3592015Revenue 2016: $1,290,319Expenses 2016: $1,289,843Net Income 2016: $4762016Revenue 2017: $1,328,014Expenses 2017: $1,268,018Net Income 2017: $59,9962017Revenue 2018: $1,249,496Expenses 2018: $1,299,082Net Income 2018: -$49,5862018Revenue 2019: $1,302,047Expenses 2019: $1,255,461Net Income 2019: $46,5862019Revenue 2020: $1,456,108Expenses 2020: $1,323,747Net Income 2020: $132,3612020Revenue 2021: $1,288,622Expenses 2021: $1,279,385Net Income 2021: $9,2372021Revenue 2022: $934,191Expenses 2022: $1,171,216Net Income 2022: -$237,0252022Revenue 2023: $1,296,015Expenses 2023: $1,442,453Net Income 2023: -$146,4382023Revenue 2024: $1,217,480Expenses 2024: $1,445,226Net Income 2024: -$227,7462024

Highlighted filing

2024

Revenue$1,217,480
Expenses$1,445,226
Net Income-$227,746
Open 2024 Filing

Filings

Most recent year

2024 • Form 990XML pending. An XML filing is linked for this year, but detailed extraction is still pending.

Open filing
Assets
$1,750,683
Liabilities
$131,458
Net assets
$1,619,225
Revenue
$1,217,480
Expenses
$1,445,226
Net income
-$227,746
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.75$0.13$1.62$1.22$1.45$0.23
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.86$0.03$1.83$1.30$1.44$0.15
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.00$0.04$1.96$0.93$1.17$0.24
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.26$0.03$2.23$1.29$1.28$0.01
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.26$0.03$2.23$1.46$1.32$0.13
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.12$0.03$2.09$1.30$1.26$0.05
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.18$0.16$2.01$1.25$1.30$0.05
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.26$0.16$2.10$1.33$1.27$0.06
2016Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.16$0.16$2.00$1.29$1.29$0.00
2015Detailed filing. Detailed filing data is available for this year.$2.15$0.16$1.99$1.28$1.30$0.02
2014Detailed filing. Detailed filing data is available for this year.$2.18$0.17$2.01$1.26$1.34$0.09
2013Detailed filing. Detailed filing data is available for this year.$2.28$1.75$0.53$1.56$1.78$0.21
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.38$1.61$0.78$1.63
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.63$1.69$0.93$1.67
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.79$1.67$1.12$1.94
Latest Detailed Filing

The latest 2024 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2022 below.

Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Apr 18, 2023
Return Version
2022v5.0
Gross Receipts
$958,442
Mission and Program Overview

Mission

The masonic home of montana is committed to providing a safe, nurturing and vibrant environment to residents and their family members in need of quality assisted care. We embrace the philosophy of assisted living by providing a "home-like environment" that enhances a resident's "privacy, dignity, choice, indviduality, and independence."

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.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$1,198,325$1,159,534▼ $38,791
Investments in Publicly Traded Securities$720,548$690,502▼ $30,046
Cash and Non-Interest-Bearing Accounts$322,124$131,238▼ $190,886
Prepaid Expenses and Deferred Charges$35,932$35,312▼ $620
Accounts Receivable$-18,149$-16,720▲ $1,429
Total Assets$2,259,562$2,000,648▼ $258,914
Other Assets Total$782$782→ $0
Liabilities
Other Liabilities$16,756$17,064▲ $308
Deferred Revenue$12,190$13,000▲ $810
Accounts Payable and Accrued Expenses-$7,047-
Total Liabilities$28,946$37,111▲ $8,165
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,512,185$1,245,106▼ $267,079
Net Assets With Donor Restrictions$718,431$718,431→ $0
Total Net Assets Fund Balance$2,230,616$1,963,537▼ $267,079
Total Liabilities and Net Assets / Fund Balance$2,259,562$2,000,648▼ $258,914

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$854,565$4,217,657$5,072,222
Equipment$193,457$434,944$628,401
Other Land Buildings$76,612$86,425$163,037
Land$34,900-$34,900
Other Assets Org$782--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2022$735,431---$735,431
2021$735,431---$735,431
2020$718,431$17,000--$735,431
2019$718,431$118,000--$836,431
2018$718,431---$718,431
Compensation and Service Providers
Top Officer Pay40th percentile

Board Members and Trustees

NameTitle
David NielsenPresident
Terry DavisVice President
Kathryn BeatyTrustee
Lewis SmithTrustee
Robert AndersonTrustee
Diane LockeySecretary
Jonathan JacksonTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$23,760
Program Service Revenue
$716,555
Investment Income
$7,328
Other Revenue
$186,548
All Other Contributions
$3,060
Change in Net Assets
$-237,025
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$749,993
Other Expenses$421,223
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$567,820$128,359-$696,179
Depreciation Depletion$152,219--$152,219
Insurance$81,542--$81,542
Payroll Taxes$43,892$9,922-$53,814
Occupancy$35,867$15,372-$51,239
Office Expenses$6,005$2,574-$8,579
Fees for Services Accounting$4,620--$4,620
Travel$2,391$1,025-$3,416
Fees for Services Other$943--$943
Other Expenses$75$30,034-$75
Total Functional Expenses$964,665$206,551$0$1,171,216
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Payroll Liabilities$17,064
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990 governing body review Part VI line 11

“The 990 is reviewed and approved by the administrator prior to filing.”

Governing documents etc available to public Part VI line 19

“Masonic home of montana provides financial statements and form 990 to the public when requested.”

Filing and Contact Details

Filer

Filer Name
Masonic Home of Montana Inc
EIN
81-0231794
Address
2010 MASONIC HOME RD, HELENA, MT 59602

Signing Officer

Name
David Nielsen
Title
President
Phone
4064585431
Signed
2023-04-18
Discuss with paid preparer
Yes

Organization Details

Formed
1907
Legal Domicile
Mt
Voting Board Members
7
Independent Board Members
7
Employees
34

Preparer

Firm
Christensen CPA
Address
1040 Partridge Place Ste 2, Helena, MT 59602
Preparer
Nichole Christensen
Phone
4064959411
Raw XML AppendixShowing 400 of 450 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
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IRS990/AccountsPayableAccrExpnssGrp/EOYAmt07047
IRS990/AccountsReceivableGrp/BOYAmt0-18149
IRS990/AccountsReceivableGrp/EOYAmt0-16720
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0THE 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.
IRS990/AllOtherContributionsAmt03060
IRS990/BackupWthldComplianceInd0true
IRS990/BooksInCareOfDetail/PersonNm0DAVID NIELSEN
IRS990/BooksInCareOfDetail/PhoneNum04064585431
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt02010 MASONIC HOME RD
IRS990/BooksInCareOfDetail/USAddress/CityNm0HELENA
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MT
IRS990/BooksInCareOfDetail/USAddress/ZIPCd059602
IRS990/BusinessRlnWith35CtrlEntInd0false
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt0322124
IRS990/CashNonInterestBearingGrp/EOYAmt0131238
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0false
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConflictOfInterestPolicyInd0false
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt023760
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt07328
IRS990/CYOtherExpensesAmt0421223
IRS990/CYOtherRevenueAmt0186548
IRS990/CYProgramServiceRevenueAmt0716555
IRS990/CYRevenuesLessExpensesAmt0-237025
IRS990/CYSalariesCompEmpBnftPaidAmt0749993
IRS990/CYTotalExpensesAmt01171216
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0934191
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DeferredRevenueGrp/BOYAmt012190
IRS990/DeferredRevenueGrp/EOYAmt013000
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/ProgramServicesAmt0152219
IRS990/DepreciationDepletionGrp/TotalAmt0152219
IRS990/Desc0PROVIDE RETIREMENT AND RELATED SERVICES TO MASONS AND THEIR FAMILIES AND OTHER RETIREES.
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0false
IRS990/DonorAdvisedFundInd0false
IRS990/DonorRestrictionNetAssetsGrp/BOYAmt0718431
IRS990/DonorRestrictionNetAssetsGrp/EOYAmt0718431
IRS990/DonorRstrOrQuasiEndowmentsInd0true
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt034
IRS990/EmploymentTaxReturnsFiledInd0true
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExpenseAmt0964665
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/ProgramServicesAmt04620
IRS990/FeesForServicesAccountingGrp/TotalAmt04620
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt0943
IRS990/FeesForServicesOtherGrp/TotalAmt0943
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
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IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt10.00
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IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt40.00
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IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt60.00
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IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt40.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt50.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt60.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
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IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
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IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
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IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
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IRS990/Form990PartVIISectionAGrp/PersonNm1KATHRYN BEATY
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IRS990/Form990PartVIISectionAGrp/PersonNm3DIANE LOCKEY
IRS990/Form990PartVIISectionAGrp/PersonNm4DAVID NIELSEN
IRS990/Form990PartVIISectionAGrp/PersonNm5JONATHAN JACKSON
IRS990/Form990PartVIISectionAGrp/PersonNm6TERRY DAVIS
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IRS990/Form990PartVIISectionAGrp/TitleTxt2TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt3SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt4PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt5TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt6VICE PRESIDENT
IRS990/Form990ProvidedToGvrnBodyInd0true
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IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
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IRS990/GroupReturnForAffiliatesInd0false
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IRS990/InvestmentsPubTradedSecGrp/BOYAmt0720548
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IRS990/IRPDocumentCnt09
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IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
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IRS990/MissionDesc0THE 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.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
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IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt0100288
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IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0782
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE 990 IS REVIEWED AND APPROVED BY THE ADMINISTRATOR PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1MASONIC HOME OF MONTANA PROVIDES FINANCIAL STATEMENTS AND FORM 990 TO THE PUBLIC WHEN REQUESTED.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990 governing body review Part VI line 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Governing documents etc available to public Part VI line 19
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