Civic Intelligence

Missoula Manor Homes

EIN 81-0332551 • 501(c)3 • Missoula, MT

Profile

To provide safe, affordable housing in a comfortable and dynamic setting to the seniors of our community.

909 W CentralMissoula, MT 59801

missoulamanor.com

Siviq Scores

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

Liabilities / Assets

42nd percentile

0.03x

Higher debt load relative to assets than 42% of similar nonprofits.

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

Liabilities / Revenue

47th percentile

0.06x

Higher debt load relative to revenue than 47% of similar nonprofits.

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

Net Margin

48th percentile

3.7%

Higher net margin than 48% of similar nonprofits.

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

Top Officer Pay

44th percentile

$25,364

Higher top officer pay than 44% of similar nonprofits.

Top officer pay equals 1.2% of source-year revenue.

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

Asset Growth

43rd percentile

1.1%

Faster asset growth than 43% of similar nonprofits.

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

Revenue Growth

59th percentile

13%

Faster revenue growth than 59% of similar nonprofits.

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

Assets

Up

$4,318,847

Up $47,860 (+1.1%) from 2023

Liabilities

Down

$134,852

Down $31,601 (-19%) from 2023

Net Assets

Up

$4,183,995

Up $79,461 (+1.9%) from 2023

Revenue

Up

$2,157,549

Up $243,781 (+13%) from 2023

Expenses

Up

$2,078,088

Up $354,362 (+21%) from 2023

Net Income

Down

$79,461

Down $110,581 (-58%) from 2023

Trend Graphs

Balance Sheet Trend

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

$6.0M$4.0M$2.0M$0Assets 2010: $1,916,645Liabilities 2010: $138,978Net Assets 2010: $1,777,6672010Assets 2011: $1,982,601Liabilities 2011: $174,123Net Assets 2011: $1,808,4782011Assets 2012: $2,059,306Liabilities 2012: $124,869Net Assets 2012: $1,934,4372012Assets 2013: $2,182,958Liabilities 2013: $122,736Net Assets 2013: $2,060,2222013Assets 2014: $2,286,207Liabilities 2014: $135,526Net Assets 2014: $2,150,6812014Assets 2015: $2,337,288Liabilities 2015: $136,683Net Assets 2015: $2,200,6052015Assets 2016: $2,524,976Liabilities 2016: $108,393Net Assets 2016: $2,416,5832016Assets 2017: $2,708,806Liabilities 2017: $141,723Net Assets 2017: $2,567,0832017Assets 2018: $2,822,595Liabilities 2018: $133,817Net Assets 2018: $2,688,7782018Assets 2019: $2,916,483Liabilities 2019: $141,136Net Assets 2019: $2,775,3472019Assets 2020: $3,195,697Liabilities 2020: $136,328Net Assets 2020: $3,059,3692020Assets 2021: $3,784,282Liabilities 2021: $148,193Net Assets 2021: $3,636,0892021Assets 2022: $4,015,683Liabilities 2022: $152,842Net Assets 2022: $3,862,8412022Assets 2023: $4,270,987Liabilities 2023: $166,453Net Assets 2023: $4,104,5342023Assets 2024: $4,318,847Liabilities 2024: $134,852Net Assets 2024: $4,183,9952024

Highlighted filing

2024

Assets$4,318,847
Liabilities$134,852
Net Assets$4,183,995

Operations Trend

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

$3.0M$2.0M$1.0M$0Expenses 2010: $1,278,7342010Revenue 2011: $1,320,228Expenses 2011: $1,290,822Net Income 2011: $29,4062011Expenses 2012: $1,261,8612012Expenses 2013: $1,238,1372013Revenue 2014: $1,379,913Expenses 2014: $1,304,307Net Income 2014: $75,6062014Revenue 2015: $1,474,667Expenses 2015: $1,324,456Net Income 2015: $150,2112015Revenue 2016: $1,509,755Expenses 2016: $1,314,199Net Income 2016: $195,5562016Revenue 2017: $1,508,831Expenses 2017: $1,349,815Net Income 2017: $159,0162017Revenue 2018: $1,504,630Expenses 2018: $1,385,715Net Income 2018: $118,9152018Revenue 2019: $1,519,322Expenses 2019: $1,426,689Net Income 2019: $92,6332019Revenue 2020: $1,731,913Expenses 2020: $1,370,112Net Income 2020: $361,8012020Revenue 2021: $1,688,029Expenses 2021: $1,345,162Net Income 2021: $342,8672021Revenue 2022: $1,865,334Expenses 2022: $1,374,326Net Income 2022: $491,0082022Revenue 2023: $1,913,768Expenses 2023: $1,723,726Net Income 2023: $190,0422023Revenue 2024: $2,157,549Expenses 2024: $2,078,088Net Income 2024: $79,4612024

Highlighted filing

2024

Revenue$2,157,549
Expenses$2,078,088
Net Income$79,461

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.32$0.13$4.18$2.16$2.08$0.08
2023Detailed filing. Detailed filing data is available for this year.$4.27$0.17$4.10$1.91$1.72$0.19
2022Detailed filing. Detailed filing data is available for this year.$4.02$0.15$3.86$1.87$1.37$0.49
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.78$0.15$3.64$1.69$1.35$0.34
2020Detailed filing. Detailed filing data is available for this year.$3.20$0.14$3.06$1.73$1.37$0.36
2019Detailed filing. Detailed filing data is available for this year.$2.92$0.14$2.78$1.52$1.43$0.09
2018Detailed filing. Detailed filing data is available for this year.$2.82$0.13$2.69$1.50$1.39$0.12
2017Detailed filing. Detailed filing data is available for this year.$2.71$0.14$2.57$1.51$1.35$0.16
2016Detailed filing. Detailed filing data is available for this year.$2.52$0.11$2.42$1.51$1.31$0.20
2015Detailed filing. Detailed filing data is available for this year.$2.34$0.14$2.20$1.47$1.32$0.15
2014Detailed filing. Detailed filing data is available for this year.$2.29$0.14$2.15$1.38$1.30$0.08
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.18$0.12$2.06$1.24
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.06$0.12$1.93$1.26
2011Summary only. Only limited summary data is available for this year.$1.98$0.17$1.81$1.32$1.29$0.03
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.92$0.14$1.78$1.28
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Oct 1, 2023 to Sep 30, 2024
Signed
Mar 14, 2025
Return Version
2023v6.0
Gross Receipts
$2,434,936
Mission and Program Overview

Mission

To provide safe, affordable housing in a comfortable and dynamic setting to the seniors of our community.

Housing & services for elderly.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$2,630,975$2,800,974▲ $169,999
Land, Buildings, and Equipment, Net$980,227$964,759▼ $15,468
Cash and Non-Interest-Bearing Accounts$420,166$314,025▼ $106,141
Prepaid Expenses and Deferred Charges$43,767$47,383▲ $3,616
Investments in Publicly Traded Securities$29,661$36,250▲ $6,589
Savings and Temporary Cash Investments$16,961$0▼ $16,961
Inventories for Sale or Use$26,834$15,680▼ $11,154
Accounts Receivable$4,460$5,489▲ $1,029
Total Assets$4,270,987$4,318,847▲ $47,860
Other Assets Total$117,936$134,287▲ $16,351
Liabilities
Accounts Payable and Accrued Expenses$116,912$83,694▼ $33,218
Other Liabilities$49,541$51,158▲ $1,617
Total Liabilities$166,453$134,852▼ $31,601
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$3,548,359$3,641,909▲ $93,550
Net Assets With Donor Restrictions$556,175$542,086▼ $14,089
Total Net Assets Fund Balance$4,104,534$4,183,995▲ $79,461
Total Liabilities and Net Assets / Fund Balance$4,270,987$4,318,847▲ $47,860

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$662,355$3,396,593$4,058,948
Equipment$206,804$528,598$735,402
Land$95,600-$95,600
Other Securities$82,405--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2023$989,320$13,017▲ $189,507$27,185$1,159,754
2022$915,680$7,725▲ $71,326-$989,320
2021$1,024,524$8,688▼ $114,043-$915,680
2020$863,782$6,157▲ $154,585-$1,024,524
2019$884,762$3,687▼ $24,667-$863,782
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Amanda JacobsonExecutive Director (thru 7/24)FT$23,124$2,240$25,364

Board Members and Trustees

NameTitle
Kelly BatchelderPresident
Larry LambVice President
Bobbie HettickDirector
Ellen BuchmanDirector
Gary KofordDirector
Rhonda TrosperDirector
Tim RaymondDirector
Tom MclaughlinDirector
Larry SteeleSecretary (thru 4/24)
Revenue and Support

Revenue Composition

Contributions and Grants
$7,788
Program Service Revenue
$1,682,722
Investment Income
$423,795
Other Revenue
$43,244
All Other Contributions
$7,788
Change in Net Assets
$79,461

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,144,006
Revenue Not Reported on Financial Statements
$13,543
Revenue Not Reported on Form 990
$13,196
Total Revenue per Audited Statements
$2,157,202
Total Revenue per Form 990
$2,157,549
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,098,157
Other Expenses$979,931
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$668,037$139,160-$807,197
Office Expenses$140,586$70,920-$211,506
Occupancy$166,161--$166,161
Fees for Services Other$155,829--$155,829
Other Employee Benefits$107,835$25,616-$133,451
Depreciation Depletion$124,228--$124,228
Current Officers, Directors, Trustees, and Key Employees-$73,947-$73,947
Payroll Taxes$72,205--$72,205
Fees for Services Accounting-$44,832-$44,832
Fees for Services Legal-$41,892-$41,892
Insurance$41,215--$41,215
Fees for Service Investment Mgmnt Fees-$13,543-$13,543
Pension Plan Contributions$11,357--$11,357
Advertising$5,741$2,460-$8,201
Conferences and Meetings-$2,102-$2,102
Other Expenses$1,573$9,442-$1,573
All Other Expenses$492--$492
Interest$2--$2
Total Functional Expenses$1,654,174$423,914$0$2,078,088

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$2,078,088
Total Expenses per Audited Statements$2,077,741
Expenses per Audited Statements$2,064,545
Expenses Not Reported on Financial Statements$13,543
Expenses Not Reported on Form 990$13,196
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
Tenant Security Deposits$51,158
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
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
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 2

Larry steele and kelly batchelder have a family relationship.

Form 990, Part VI, Section B, Line 11B

The president of missoula manor homes appoints one or two knowledgeable board members to review the 990 and report to the board. The 990 is available for review by any board member who chooses to do so.

Form 990, Part VI, Section B, Line 12C

Missoula manor homes' conflict of interest policy is regularly reviewed to ensure (at a minimum) that compensation arrangements are reasonable and that partnerships, joint ventures, et al confirm to mmh's policy and do not result in inurement or private/excess benefit.

Form 990, Part VI, Section B, Line 15

The personnel committee is responsible for reviewing the executive director's salary recommendations and preparing a budget for presentation to the board. The board has final authority to approve, modify, or deny the recommendations. All compensation is based on comparable wages.

Form 990, Part VI, Section C, Line 19

Missoula manor homes does not make its governing documents or financial statements available to the public. Upon receipt of a written request, we would make copies of the by-laws, articles of incorporation, and the conflict of interest policy available.

Filing and Contact Details

Filer

Filer Name
Missoula Manor Homes
EIN
81-0332551
Phone
4067283210
Address
909 W CENTRAL, MISSOULA, MT 59801

Signing Officer

Name
Kelly Batchelder
Title
President
Phone
4067283210
Signed
2025-03-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Kelly Batchelder
Formed
1969
Legal Domicile
Mt
Voting Board Members
8
Independent Board Members
8
Employees
37
Volunteers
9

Preparer

Firm
Wipfli Llp
Address
105 E PINE ST UPPER FLOOR, MISSOULA, MT 59802
Preparer
Sam Brunson CPA
Phone
4067281800
Supplemental Narrative

Additional Explanations

PART XII, LINE 2C:

The process has not changed from the prior year.

Financial Statement Notes

PART V, LINE 4:

The endowment fund is a fund established by the board of directors. The earnings will be used primarily for assistance to residents, education of the elderly and to provide services not currently available.

PART X, LINE 2:

No income tax provision has been included in the financial statements, since the project is owned by a non-profit organization and is not subject to federal or state income taxes. The organization applies generally accepted accounting principles for recognition of uncertainty in income taxes and prescribing a recognition threshold and measurement attribute for the recognition and measurement of a tax position taken or expected to be taken in a tax return. The project has analyzed tax positions taken for filing with the internal revenue service and all state jurisdictions where it operates. The project believes that income tax filing positions will be sustained upon examination and does not anticipate any adjustments that would result in a material adverse effect on its financial condition, results of operations or cash flows. Accordingly, the project has not recorded any reserves or related accruals for interest or penalties for uncertain income tax positions as of september 30, 2024. The project's policy is to classify income tax related interest and penalties to interest expense and miscellaneous expense, respectively, when applicable.

PART XI, LINE 2D - OTHER ADJUSTMENTS:

Loss on sale of pp&e 13,196.

PART XII, LINE 2D - OTHER ADJUSTMENTS:

Loss on sale of pp&e 13,196.

Raw XML AppendixShowing 400 of 561 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
IRS990/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt0116912
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt083694
IRS990/AccountsReceivableGrp/BOYAmt04460
IRS990/AccountsReceivableGrp/EOYAmt05489
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0HOUSING & SERVICES FOR ELDERLY.
IRS990/AdvertisingGrp/ManagementAndGeneralAmt02460
IRS990/AdvertisingGrp/ProgramServicesAmt05741
IRS990/AdvertisingGrp/TotalAmt08201
IRS990/AllOtherContributionsAmt07788
IRS990/AllOtherExpensesGrp/ProgramServicesAmt0492
IRS990/AllOtherExpensesGrp/TotalAmt0492
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd01
IRS990/BooksInCareOfDetail/PersonNm0CONNIE JETTE
IRS990/BooksInCareOfDetail/PhoneNum04067283210
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0909 W CENTRAL
IRS990/BooksInCareOfDetail/USAddress/CityNm0MISSOULA
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MT
IRS990/BooksInCareOfDetail/USAddress/ZIPCd059801
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/BOYAmt0420166
IRS990/CashNonInterestBearingGrp/EOYAmt0314025
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt073947
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt073947
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd01
IRS990/CompensationProcessOtherInd01
IRS990/ConferencesMeetingsGrp/ManagementAndGeneralAmt02102
IRS990/ConferencesMeetingsGrp/TotalAmt02102
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt07788
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt0423795
IRS990/CYOtherExpensesAmt0979931
IRS990/CYOtherRevenueAmt043244
IRS990/CYProgramServiceRevenueAmt01682722
IRS990/CYRevenuesLessExpensesAmt079461
IRS990/CYSalariesCompEmpBnftPaidAmt01098157
IRS990/CYTotalExpensesAmt02078088
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt02157549
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/DepreciationDepletionGrp/ProgramServicesAmt0124228
IRS990/DepreciationDepletionGrp/TotalAmt0124228
IRS990/Desc0HOUSING IS PROVIDED BY THE COMPLEX FOR THE ELDERLY AND OTHER QUALIFYING PERSONS USING 126 STUDIO AND ONE-BEDROOM UNITS.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/DonorRestrictionNetAssetsGrp/BOYAmt0556175
IRS990/DonorRestrictionNetAssetsGrp/EOYAmt0542086
IRS990/DonorRstrOrQuasiEndowmentsInd01
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt037
IRS990/EmploymentTaxReturnsFiledInd01
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt0951267
IRS990/FamilyOrBusinessRlnInd01
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt044832
IRS990/FeesForServicesAccountingGrp/TotalAmt044832
IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt041892
IRS990/FeesForServicesLegalGrp/TotalAmt041892
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt0155829
IRS990/FeesForServicesOtherGrp/TotalAmt0155829
IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt013543
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt013543
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt00.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt15.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt20.30
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt30.30
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt40.30
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt50.30
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt60.30
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt70.30
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt80.30
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt940.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt92240
IRS990/Form990PartVIISectionAGrp/PersonNm0KELLY BATCHELDER
IRS990/Form990PartVIISectionAGrp/PersonNm1LARRY LAMB
IRS990/Form990PartVIISectionAGrp/PersonNm2LARRY STEELE
IRS990/Form990PartVIISectionAGrp/PersonNm3ELLEN BUCHMAN
IRS990/Form990PartVIISectionAGrp/PersonNm4BOBBIE HETTICK
IRS990/Form990PartVIISectionAGrp/PersonNm5GARY KOFORD
IRS990/Form990PartVIISectionAGrp/PersonNm6TOM MCLAUGHLIN
IRS990/Form990PartVIISectionAGrp/PersonNm7TIM RAYMOND
IRS990/Form990PartVIISectionAGrp/PersonNm8RHONDA TROSPER
IRS990/Form990PartVIISectionAGrp/PersonNm9AMANDA JACOBSON
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt923124
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt2SECRETARY (THRU 4/24)
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9EXECUTIVE DIRECTOR (THRU 7/24)
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01969
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/OtherAmt0-13196
IRS990/GainOrLossGrp/SecuritiesAmt0352031
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt08
IRS990/GrantAmt00
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0616222
IRS990/GrossReceiptsAmt02434936
IRS990/GrossRentsGrp/RealAmt023280
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt08
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InsuranceGrp/ProgramServicesAmt041215
IRS990/InsuranceGrp/TotalAmt041215
IRS990/InterestGrp/ProgramServicesAmt02
IRS990/InterestGrp/TotalAmt02
IRS990/InventoriesForSaleOrUseGrp/BOYAmt026834
IRS990/InventoriesForSaleOrUseGrp/EOYAmt015680
IRS990/InvestmentIncomeGrp/ExclusionAmt084960
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt084960
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt02630975
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt02800974
IRS990/InvestmentsPubTradedSecGrp/BOYAmt029661
IRS990/InvestmentsPubTradedSecGrp/EOYAmt036250
IRS990/IRPDocumentCnt05
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt03925191
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0980227
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0964759
IRS990/LandBldgEquipCostOrOtherBssAmt04889950
IRS990/LegalDomicileStateCd0MT
IRS990/LessCostOthBasisSalesExpnssGrp/OtherAmt013196
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0264191
IRS990/LessRentalExpensesGrp/RealAmt00
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MiscellaneousRevenueGrp/ExclusionAmt019964
IRS990/MiscellaneousRevenueGrp/TotalRevenueColumnAmt019964
IRS990/MissionDesc0TO PROVIDE SAFE, AFFORDABLE HOUSING IN A COMFORTABLE AND DYNAMIC SETTING TO THE SENIORS OF OUR COMMUNITY.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt04104534
IRS990/NetAssetsOrFundBalancesEOYAmt04183995
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0338835
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0338835
IRS990/NetRentalIncomeOrLossGrp/ExclusionAmt023280
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt023280
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt03548359
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt03641909
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ProgramServicesAmt0166161
IRS990/OccupancyGrp/TotalAmt0166161
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt070920
IRS990/OfficeExpensesGrp/ProgramServicesAmt0140586
IRS990/OfficeExpensesGrp/TotalAmt0211506
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0117936
IRS990/OtherAssetsTotalGrp/EOYAmt0134287
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt025616
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0107835
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0133451
IRS990/OtherExpensesGrp/Desc0FOOD EXPENSES
IRS990/OtherExpensesGrp/Desc1BAD DEBT EXPENSE
IRS990/OtherExpensesGrp/Desc2REPAIRS & MAINTENANCE
IRS990/OtherExpensesGrp/Desc3MISCELLANEOUS TAXES, LI
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt09442
IRS990/OtherExpensesGrp/ProgramServicesAmt0154513
IRS990/OtherExpensesGrp/ProgramServicesAmt1109
IRS990/OtherExpensesGrp/ProgramServicesAmt24291
IRS990/OtherExpensesGrp/ProgramServicesAmt31573
IRS990/OtherExpensesGrp/TotalAmt0154513
IRS990/OtherExpensesGrp/TotalAmt19551
IRS990/OtherExpensesGrp/TotalAmt24291
IRS990/OtherExpensesGrp/TotalAmt31573
IRS990/OtherLiabilitiesGrp/BOYAmt049541
IRS990/OtherLiabilitiesGrp/EOYAmt051158
IRS990/OtherRevenueTotalAmt019964
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0139160
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0668037
IRS990/OtherSalariesAndWagesGrp/TotalAmt0807197
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/ProgramServicesAmt072205
IRS990/PayrollTaxesGrp/TotalAmt072205
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt011357
IRS990/PensionPlanContributionsGrp/TotalAmt011357
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt043767
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt047383
IRS990/PrincipalOfficerNm0KELLY BATCHELDER
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0531110
IRS990/ProgramServiceRevenueGrp/BusinessCd1623990
IRS990/ProgramServiceRevenueGrp/BusinessCd2623990
IRS990/ProgramServiceRevenueGrp/BusinessCd3812300
IRS990/ProgramServiceRevenueGrp/BusinessCd4623990
IRS990/ProgramServiceRevenueGrp/Desc0RENTAL REVENUE
IRS990/ProgramServiceRevenueGrp/Desc1ELDERLY CARE SERVICES
IRS990/ProgramServiceRevenueGrp/Desc2RESIDENT CABLE REVENUE
IRS990/ProgramServiceRevenueGrp/Desc3LAUNDRY AND VENDING REVENUE
IRS990/ProgramServiceRevenueGrp/Desc4TENANT CHARGES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt01313110
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1292929
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt250397
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt313661
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt412625
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt01313110
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1292929
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt250397
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt313661
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt412625
IRS990/ProgSrvcAccomActy2Grp/Desc0DINING SERVICES ARE PROVIDED BY THE COMPLEX FOR THE ELDERLY AND OTHER QUALIFYING PERSONS.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0639706
IRS990/ProgSrvcAccomActy2Grp/GrantAmt00
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt0284019
IRS990/ProgSrvcAccomActy3Grp/Desc0SERVICE COORDINATION - ASSIST ELDERLY TO OBTAIN SERVICES, DEVELOP WELLNESS PROGRAM AND ADVOCATE FOR ELDERLY.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt034890
IRS990/ProgSrvcAccomActy3Grp/GrantAmt00
IRS990/ProgSrvcAccomActy3Grp/RevenueAmt00
IRS990/ProgSrvcAccomActyOtherGrp/Desc0OTHER FACILITIES PROVIDED BY THE COMPLEX INCLUDE A GUEST ROOM, LAUNDRY, RECREATION, BEAUTY SHOP, FOOT CARE, AND SUNDRY ITEMS FOR THE ELDERLY AND OTHER QUALIFYING PERSONS.
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt028311
IRS990/ProgSrvcAccomActyOtherGrp/GrantAmt00
IRS990/ProgSrvcAccomActyOtherGrp/RevenueAmt085593
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt046326
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0102435
IRS990/PYOtherExpensesAmt0857782
IRS990/PYOtherRevenueAmt026554
IRS990/PYProgramServiceRevenueAmt01738453
IRS990/PYRevenuesLessExpensesAmt0190042
IRS990/PYSalariesCompEmpBnftPaidAmt0865944
IRS990/PYTotalExpensesAmt01723726
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt01913768
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt079461
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RentalIncomeOrLossGrp/RealAmt023280
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt01313110
IRS990/SavingsAndTempCashInvstGrp/BOYAmt016961
IRS990/SavingsAndTempCashInvstGrp/EOYAmt00
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt07788
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt046326
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt079941
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt083275
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt061342
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0278672
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt0108240
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt0108189
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt095477
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt084878
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt089321
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0486105
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt01682722
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt01738453
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt01694120
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt01558973
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt01616255
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt08290523
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearAmt019964
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus1YearAmt03730
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus2YearsAmt02031
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus3YearsAmt022825
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus4YearsAmt06780
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt055330
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt0108240
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt0108189
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt095477
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt084878
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt089321
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0486105
IRS990ScheduleA/InvestmentIncomeCYPct00.05340
IRS990ScheduleA/InvestmentIncomePYPct00.05330
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.94660
IRS990ScheduleA/PublicSupportPY509Pct00.94670
IRS990ScheduleA/PublicSupportTotal509Amt08624525
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt01710474
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt01788509
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt01776092
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt01665073
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt01684377
IRS990ScheduleA/Total509Grp/TotalAmt08624525
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt01818714
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt01896698
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt01871569
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt01749951
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt01773698
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt09110630
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/BoardDesignatedBalanceEOYPct00.54220
IRS990ScheduleD/BuildingsGrp/BookValueAmt0662355
IRS990ScheduleD/BuildingsGrp/DepreciationAmt03396593
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt04058948
IRS990ScheduleD/CYEndwmtFundGrp/AdministrativeExpensesAmt04905
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt0989320
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt013017
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt01159754
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0189507
IRS990ScheduleD/CYEndwmtFundGrp/OtherExpendituresAmt027185

Document Assets

No mirrored PDF or thumbnail assets are attached yet.