MASONIC HOME OF MONTANA INC (EIN 810231794) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1907

Legal Domicile

Tax Period

2023-01-01 to 2023-12-31

MASONIC HOME OF MONTANA INC, founded in 1907, is a community nonprofit in the Housing & Shelter sector that reported $1.3M in total revenue in fiscal year 2023. Revenue surged 39% from the prior year, signaling strong growth momentum. Expenses of $1.4M exceeded revenue, resulting in a 11% operating deficit.

Mission

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.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $40,779

Program Service Revenue $1,008,452

Investment Income $12,092

Other Revenue $234,692

TOTAL REVENUE $1,296,015

Expense Breakdown

Grants Paid $0

Salaries & Benefits $964,988

Fundraising Expenses $0

Program Expenses $1,194,664

Other Expenses $477,465

TOTAL EXPENSES $1,442,453

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,296,015	$934,191	+0.4%
Expenses	$1,442,453	$1,171,216	+0.2%
Net Income	$-146,438	$-237,025	-0.4%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

Volunteers

N/A

Governance Policies

✗ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Role	Reportable Comp	Other Comp	Total
ROBERT ANDERSON	TRUSTEE	Director	$0	$0	$0
KATHY BEATY	TRUSTEE	Director	$0	$0	$0
LEWIS SMITH	TRUSTEE	Director	$0	$0	$0
DIANE LOCKEY	SECRETARY	Officer Director	$0	$0	$0
DAVID NIELSEN	PRESIDENT	Officer Director	$0	$0	$0
JONATHAN JACKSON	TREASURER	Officer Director	$0	$0	$0
EARL NILSEN	VICE PRESIDENT	Officer Director	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2024	No data	No data	No data	No data
2023	$1,296,015	$1,442,453	$1,864,423	$-146,438
2022	$934,191	$1,171,216	$2,000,648	$-237,025
2021	$1,288,622	$1,279,385	$2,259,562	$9,237
2020	$1,456,108	$1,323,747	$2,261,037	$132,361
2019	$1,302,047	$1,255,461	$2,118,431	$46,586
2018	$1,249,496	$1,299,082	$2,176,359	$-49,586

MASONIC HOME OF MONTANA INC