MONTANA MASONIC FOUNDATION (EIN 816012307) - 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

1960

Legal Domicile

Principal Officer

DANIEL GARDINER

Phone

4064427774

Tax Period

2024-07-01 to 2025-06-30

MONTANA MASONIC FOUNDATION, founded in 1960, is a small nonprofit that reported $129K in total revenue in fiscal year 2024. Revenue fell 55% from the prior year — a significant decline worth monitoring. Expenses of $403K exceeded revenue, resulting in a 213% operating deficit.

Mission

TO USE FUNDS FOR CHARITABLE, SCIENTIFIC, LITERARY, OR EDUCATIONAL PURPOSES.

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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 $42,070

Program Service Revenue $0

Investment Income $75,328

Other Revenue $11,128

TOTAL REVENUE $128,526

Expense Breakdown

Grants Paid $109,033

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $284,382

Other Expenses $293,730

TOTAL EXPENSES $402,763

Year-over-Year Comparison

	2024	2023	Change
Revenue	$128,526	$283,669	-0.5%
Expenses	$402,763	$388,048	+0.0%
Net Income	$-274,237	$-104,379	+1.6%

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

$68,750

Total Directors

$68,750

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DON POWELL	PRESIDENT	1.00	Officer Director	$0	$0	$0
CHRIS CAVASOS	DIRECTOR	1.00	Director	$0	$0	$0
WADE RIDEN	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
DANIEL GARDNER	SECRETARY	1.00	Officer Director	$0	$0	$68,750
BRUCE LAHTI	TREASURER	1.00	Officer Director	$0	$0	$0
JOHN HESTON	DIRECTOR	1.00	Director	$0	$0	$0
MARTIN REIERSON	DIRECTOR	1.00	Director	$0	$0	$0
JOHNATHON DAHLQUIST	DIRECTOR	1.00	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
2025	$128,526	$402,763	$5,755,670	$-274,237
2024	No data	No data	No data	No data
2023	$130,751	$387,223	$5,017,099	$-256,472
2022	$110,568	$411,219	$4,691,788	$-300,651
2021	$323,369	$322,189	$5,686,845	$1,180
2020	$118,184	$262,887	$4,523,707	$-144,703
2019	$198,900	$293,401	$4,542,075	$-94,501
2018	$126,247	$297,661	$4,312,787	$-171,414

MONTANA MASONIC FOUNDATION