LONE TREE SENIOR LIVING

EIN: 810518821 501(c)(3) Health Care

SIDNEY, MT

Total Revenue
$1,617,389
Total Expenses
$1,549,786
Total Assets
$339,223
Net Assets
$-252,116
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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
1998
Legal Domicile
MT
Principal Officer
JENNIFER DOTY
Phone
4064882100
Tax Period
2024-07-01 to 2025-06-30

LONE TREE SENIOR LIVING, founded in 1998, is a community nonprofit in the Health Care sector that reported $1.6M in total revenue in fiscal year 2024. Expenses of $1.5M left a modest 4% surplus.

Mission

TO PROVIDE ASSISTED LIVING SERVICES FOR SENIOR ADULTS.

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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%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $19,588
Program Service Revenue $1,577,254
Investment Income $2,547
Other Revenue $18,000
TOTAL REVENUE $1,617,389

Expense Breakdown

Grants Paid $0
Salaries & Benefits $976,090
Fundraising Expenses $0
Program Expenses $1,318,030
Other Expenses $573,696
TOTAL EXPENSES $1,549,786

Year-over-Year Comparison

2024 2023 Change
Revenue $1,617,389 $1,537,666 +0.1%
Expenses $1,549,786 $1,551,306 0.0%
Net Income $67,603 $-13,640 -6.0%
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

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Governance

Voting Members
9
Independent Members
7
Employees
31
Volunteers
19

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
11
$4,096,219
Total Directors
11
$1,041,916
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
MALUA TAMBI MD - CHIEF OF MEDICAL STAFF (THROUGH DEC. 2024) 1.00
Officer Director
$0 $36,717 $626,846
ROBERT BURNISON PRESIDENT 1.00
Officer Director
$0 $0 $0
REBECCA BRADLEY - SECRETARY /TREASURER (THROUGH NOV. 2024) 1.00
Officer Director
$0 $0 $0
ERIC BEENKEN VICE PRESIDENT 1.00
Officer Director
$0 $0 $0
SUSAN DUFFEY - TRUSTEE THEN SECRETARY/TREASURER 1.00
Officer Director
$0 $0 $0
RANDY JOHNSON TRUSTEE 1.00
Director
$0 $0 $0
STEPHANIE LIVERS TRUSTEE 1.00
Director
$0 $0 $0
CHERYL VANEVERY TRUSTEE 1.00
Director
$0 $0 $0
MIKE WEBER TRUSTEE 1.00
Director
$0 $0 $0
ROBERT BREUER TRUSTEE 1.00
Director
$0 $0 $0
LISA ROSS MD CHIEF OF MEDICAL STAFF 1.00
Officer Director
$0 $27,062 $415,070
RAJOHN KARANJAI MD TRUSTEE/CMO 1.00
Officer
$0 $0 $1,252,747
HERVE NGUEWOUN MD - VICE CHIEF OF STAFF (THROUGH DEC. 2024) 1.00
Officer
$0 $25,986 $584,364
JENNIFER DOTY CEO 1.00
Officer
$0 $37,260 $369,373
TINA MONTGOMERY CFO 1.00
Officer
$0 $29,534 $237,600
DEBORAH HARRIS MD VICE CHIEF OF STAFF 1.00
Officer
$0 $0 $610,219
LESZEK JASZCZAK MD FORMER TRUSTEE/CMO 1.00
$0 $7,344 $198,616
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
2025 $1,617,389 $1,549,786 $339,223 $67,603
2024 No data No data No data No data
2023 $1,513,230 $1,435,875 $734,100 $77,355
2022 $1,438,479 $1,474,811 $877,725 $-36,332
2021 $1,608,246 $1,456,932 $1,166,283 $151,314
2020 $1,495,336 $1,402,150 $1,113,551 $93,186
2019 $1,569,250 $1,462,377 $1,212,971 $106,873
2018 $1,521,392 $1,451,524 $1,283,574 $69,868
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