Civic Intelligence

Masonic Home of Montana Foundation

EIN 81-0531449 • 501(c)3 • Helena, MT

Profile

Support the masonic home of montana, a retirement home for masons and their families, as well as other residents seeking a "home-like environment" assisted living facility.

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

19th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

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

Liabilities / Revenue

20th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

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

Net Margin

95th percentile

73%

Higher net margin than 95% 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

65th percentile

9.7%

Faster asset growth than 65% of similar nonprofits.

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

Revenue Growth

28th percentile

-6.0%

Faster revenue growth than 28% of similar nonprofits.

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

Assets

Up

$1,076,727

Up $95,570 (+9.7%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$1,076,727

Up $95,570 (+9.7%) from 2023

Revenue

Down

$109,479

Down $6,936 (-6.0%) from 2023

Expenses

Up

$29,197

Up $2,765 (+10%) from 2023

Net Income

Down

$80,282

Down $9,701 (-11%) from 2023

Trend Graphs

Balance Sheet Trend

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

$3.0M$2.0M$1.0M$0Assets 2010: $2,361,922Liabilities 2010: $0Net Assets 2010: $2,361,9222010Assets 2011: $2,301,301Liabilities 2011: $0Net Assets 2011: $2,301,3012011Assets 2012: $2,221,250Liabilities 2012: $0Net Assets 2012: $2,221,2502012Assets 2013: $2,231,569Liabilities 2013: $0Net Assets 2013: $2,231,5692013Assets 2014: $760,283Liabilities 2014: $0Net Assets 2014: $760,2832014Assets 2015: $762,115Liabilities 2015: $0Net Assets 2015: $762,1152015Assets 2016: $797,476Liabilities 2016: $0Net Assets 2016: $797,4762016Assets 2017: $843,926Liabilities 2017: $0Net Assets 2017: $843,9262017Assets 2018: $797,523Liabilities 2018: $0Net Assets 2018: $797,5232018Assets 2019: $825,517Liabilities 2019: $0Net Assets 2019: $825,5172019Assets 2020: $938,724Liabilities 2020: $0Net Assets 2020: $938,7242020Assets 2021: $1,047,759Liabilities 2021: $0Net Assets 2021: $1,047,7592021Assets 2022: $842,780Liabilities 2022: $0Net Assets 2022: $842,7802022Assets 2023: $981,157Liabilities 2023: $0Net Assets 2023: $981,1572023Assets 2024: $1,076,727Liabilities 2024: $0Net Assets 2024: $1,076,7272024

Highlighted filing

2024

Assets$1,076,727
Liabilities$0
Net Assets$1,076,727

Operations Trend

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

$200K$100K$0-$100KExpenses 2010: $159,7102010Expenses 2011: $98,1542011Expenses 2012: $171,2762012Revenue 2013: $122,587Expenses 2013: $145,573Net Income 2013: -$22,9862013Revenue 2014: $46,651Expenses 2014: $8,205Net Income 2014: $38,4462014Revenue 2015: $36,818Expenses 2015: $12,236Net Income 2015: $24,5822015Revenue 2016: $25,442Expenses 2016: $13,289Net Income 2016: $12,1532016Revenue 2017: $44,515Expenses 2017: $57,862Net Income 2017: -$13,3472017Revenue 2018: $79,577Expenses 2018: $7,498Net Income 2018: $72,0792018Revenue 2019: $54,092Expenses 2019: $125,700Net Income 2019: -$71,6082019Revenue 2020: $48,197Expenses 2020: $24,899Net Income 2020: $23,2982020Revenue 2021: $106,040Expenses 2021: $29,384Net Income 2021: $76,6562021Revenue 2022: $46,035Expenses 2022: $28,887Net Income 2022: $17,1482022Revenue 2023: $116,415Expenses 2023: $26,432Net Income 2023: $89,9832023Revenue 2024: $109,479Expenses 2024: $29,197Net Income 2024: $80,2822024

Highlighted filing

2024

Revenue$109,479
Expenses$29,197
Net Income$80,282

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.08$0.00$1.08$0.11$0.03$0.08
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.98$0.00$0.98$0.12$0.03$0.09
2022Detailed filing. Detailed filing data is available for this year.$0.84$0.00$0.84$0.05$0.03$0.02
2021Detailed filing. Detailed filing data is available for this year.$1.05$0.00$1.05$0.11$0.03$0.08
2020Detailed filing. Detailed filing data is available for this year.$0.94$0.00$0.94$0.05$0.02$0.02
2019Detailed filing. Detailed filing data is available for this year.$0.83$0.00$0.83$0.05$0.13$0.07
2018Detailed filing. Detailed filing data is available for this year.$0.80$0.00$0.80$0.08$0.01$0.07
2017Detailed filing. Detailed filing data is available for this year.$0.84$0.00$0.84$0.04$0.06$0.01
2016Detailed filing. Detailed filing data is available for this year.$0.80$0.00$0.80$0.03$0.01$0.01
2015Detailed filing. Detailed filing data is available for this year.$0.76$0.00$0.76$0.04$0.01$0.02
2014Detailed filing. Detailed filing data is available for this year.$0.76$0.00$0.76$0.05$0.01$0.04
2013Detailed filing. Detailed filing data is available for this year.$2.23$0.00$2.23$0.12$0.15$0.02
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.22$0.00$2.22$0.17
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.30$0.00$2.30$0.10
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.36$0.00$2.36$0.16
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 14, 2025
Return Version
2024v5.2
Gross Receipts
$269,378
Mission and Program Overview

Mission

Support the masonic home of montana, a retirement home for masons and their families, as well as other residents seeking a "home-like environment" assisted living facility.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$970,784$967,737▼ $3,047
Other Notes and Loans Receivable, Net-$100,000-
Cash and Non-Interest-Bearing Accounts$6,948$5,919▼ $1,029
Savings and Temporary Cash Investments-$0-
Accounts Receivable-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$981,157$1,076,727▲ $95,570
Other Assets Total$3,425$3,071▼ $354
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$981,157$1,076,727▲ $95,570
Total Net Assets Fund Balance$981,157$1,076,727▲ $95,570
Total Liabilities and Net Assets / Fund Balance$981,157$1,076,727▲ $95,570
Compensation and Service Providers

Board Members and Trustees

NameTitle
Diane LockeyPresident
Marshall GingeryVice President
David NielsenTrustee
Gary SparrTrustee
Vern NielsenTrustee
Dick PaulsenSecretary
Vickie RauserTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$109,417
Other Revenue
$62
Change in Net Assets
$80,282
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$29,197
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Service Investment Mgmnt Fees-$8,563-$8,563
Fees for Services Accounting-$1,050-$1,050
Other Expenses$19,400$184-$184
Total Functional Expenses$19,400$9,797$0$29,197
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
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
No
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, Part VI, Section B, Line 11B

Masonic home of montana foundation's form 990 is provided to the board treasurer for review.

Form 990, Part VI, Section C, Line 19

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

Filing and Contact Details

Filer

Filer Name
Masonic Home of Montana Foundation
EIN
81-0531449
Phone
4064585431
Address
2010 MASONIC HOME RD, HELENA, MT 59602

Signing Officer

Name
Vickie Rauser
Title
Treasurer
Signed
2025-11-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Vickie Rauser
Formed
2000
Legal Domicile
Mt
Voting Board Members
7
Independent Board Members
7
Employees
0

Preparer

Firm
Dawn M Wrigg CPA Pllc
Address
912 Knight St, Helena, MT 59601
Preparer
Dawn M Wrigg CPA
Phone
4065085389
Raw XML AppendixShowing 400 of 409 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.

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IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
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IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd0true
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd0false
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IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd0false
IRS990ScheduleA/Form990SchAType3FuncIntGrp/ActivitiesEngagedOrgInvlmntInd0true
IRS990ScheduleA/Form990SchAType3FuncIntGrp/ActivitiesFurtherExemptPrpsInd0true
IRS990ScheduleA/Form990SchAType3FuncIntGrp/ActivitiesTestInd0X
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/OfficersCloseRelationshipInd0true
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/SupportedOrgVoiceInvestmentInd0false
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/TimelyProvidedDocumentsInd0true
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0THE ORGANIZATION EXISTS SOLELY TO SUPPORT THE MASONIC HOME AND THEY ARE FOCUSED ON SAFEGUARDING THE ASSETS OF THE ORGANIZATION TO BE ABLE TO PROVIDE FUNDS TO THE MASONIC HOME.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt1THE MASONIC HOME WOULD BE MANAGING THE ASSETS OF THEY HELD THEM.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0Part IV, Section E, Line 2a: Identify Supported Orgs. and Explain How Activities Furthered Exempt Pu
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc1Part IV, Section E, Line 2b: Reasons For The Organization's Position
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0810231794
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd0false
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd010
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt019400
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0MASONIC HOME OF MONTANA INC
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType3FuncIntInd0X
IRS990ScheduleA/SupportSumAmt019400
IRS990/ScheduleBRequiredInd0false
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0MASONIC HOME OF MONTANA FOUNDATION'S FORM 990 IS PROVIDED TO THE BOARD TREASURER FOR REVIEW.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1MASONIC HOME OF MONTANA FOUNDATION PROVIDES FINANCIAL STATEMENTS AND FORM 990 TO THE PUBLIC WHEN REQUESTED.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section B, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section C, Line 19
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IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0false
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt0MASONIC HOME OF MONTANA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0MASONIC HOME OF MONTANA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0810231794
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0MT
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0ASSISTED LIVING
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt09
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt02010 MASONIC HOME ROAD
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0HELENA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0MT
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd059602
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd0false
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd0true
IRS990ScheduleR/PaidEmployeesSharingInd0false
IRS990ScheduleR/PerformOfServicesByOtherOrgInd0false
IRS990ScheduleR/PerformOfServicesForOthOrgInd0false
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd0false
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd0false
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd0false
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd0false
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd0false
IRS990ScheduleR/SharingOfFacilitiesInd0false
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt0100000
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0ACTUAL
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0MASONIC HOME OF MONTANA
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0d
IRS990ScheduleR/TransferFromOtherOrgInd0false
IRS990ScheduleR/TransferToOtherOrgInd0false
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0981157
IRS990/TotalAssetsEOYAmt01076727
IRS990/TotalAssetsGrp/BOYAmt0981157
IRS990/TotalAssetsGrp/EOYAmt01076727
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt09797
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt019400
IRS990/TotalFunctionalExpensesGrp/TotalAmt029197
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0981157
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01076727
IRS990/TotalProgramServiceExpensesAmt019400
IRS990/TotalProgramServiceRevenueAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0109479
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0109479
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0981157
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01076727
IRS990/TravelGrp/TotalAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt02010 MASONIC HOME RD
IRS990/USAddress/CityNm0HELENA
IRS990/USAddress/StateAbbreviationCd0MT
IRS990/USAddress/ZIPCd059602
IRS990/VotingMembersGoverningBodyCnt07
IRS990/VotingMembersIndependentCnt07
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0VICKIE RAUSER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MASONIC HOME OF MONTANA FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0MASO
ReturnHeader/Filer/EIN0810531449
ReturnHeader/Filer/PhoneNum04064585431
ReturnHeader/Filer/USAddress/AddressLine1Txt02010 MASONIC HOME RD
ReturnHeader/Filer/USAddress/CityNm0HELENA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MT
ReturnHeader/Filer/USAddress/ZIPCd059602
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0393265833
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0DAWN M WRIGG CPA PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0912 Knight St
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Helena

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