MASONIC HOME OF MONTANA FOUNDATION (EIN 810531449) - 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

2000

Legal Domicile

Principal Officer

VICKIE RAUSER

Phone

4064585431

Tax Period

2024-01-01 to 2024-12-31

MASONIC HOME OF MONTANA FOUNDATION, founded in 2000, is a small nonprofit in the Housing & Shelter sector that reported $109K in total revenue in fiscal year 2024. Revenue decreased 6% compared to the prior year. The organization ran a surplus of $80K, a strong 73% operating margin.

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.

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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 (2024)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $109,417

Other Revenue $62

TOTAL REVENUE $109,479

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $19,400

Other Expenses $29,197

TOTAL EXPENSES $29,197

Year-over-Year Comparison

	2024	2023	Change
Revenue	$109,479	$116,415	-0.1%
Expenses	$29,197	$26,432	+0.1%
Net Income	$80,282	$89,983	-0.1%

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

N/A

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
GARY SPARR	Trustee	Director	$0	$0	$0
DAVID NIELSEN	Trustee	Director	$0	$0	$0
MARSHALL GINGERY	Vice President	Officer Director	$0	$0	$0
VICKIE RAUSER	Treasurer	Officer Director	$0	$0	$0
DICK PAULSEN	Secretary	Officer Director	$0	$0	$0
DIANE LOCKEY	President	Officer Director	$0	$0	$0
VERN NIELSEN	Trustee	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	$109,479	$29,197	$1,076,727	$80,282
2023	$116,415	$26,432	$981,157	$89,983
2022	$46,035	$28,887	$842,780	$17,148
2021	$106,040	$29,384	$1,047,759	$76,656
2020	$48,197	$24,899	$938,724	$23,298
2019	$54,092	$125,700	$825,517	$-71,608
2018	$79,577	$7,498	$797,523	$72,079

MASONIC HOME OF MONTANA FOUNDATION