MONTANA MASONIC FOUNDATION

EIN: 816012307 501(c)(3)

HELENA, MT

Total Revenue
$128,526
Total Expenses
$402,763
Total Assets
$5,755,670
Net Assets
$5,755,670
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1960
Legal Domicile
MT
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 SUPPORT CHARITABLE, SCIENTIFIC, LITERARY, AND EDUCATIONAL PURPOSES; TO DISPENSE CHARITY, BOTH PUBLIC AND PRIVATE; AND TO ENCOURAGE AND PROMOTE FREE PUBLIC EDUCATION AND SCHOOLS THROUGH ENDOWMENTS, GRANTS, SCHOLARSHIPS, AND FELLOWSHIPS.

Program Service Accomplishments

Program 1
Expenses: $116,033

TO PROVIDE LIBRARY BOOKS AND EQUIPMENT TO SCHOOLS THROUGH EDUCATIONAL GRANTS.

Program 2
Expenses: $37,272

PROVIDE NEWSLETTER TO MEMBERS AND SOLICIT DONATIONS.

Program 3
Expenses: $52,308

PROGRAM THAT PROVIDES STUDENTS WITH BIKES AND KINDLES FOR HAVING COMPLETED CERTAIN REQUIREMENTS RELATED TO READING IN SCHOOL.

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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 $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

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Governance

Voting Members
8
Independent Members
8
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
4
$68,750
Total Directors
8
$68,750
Key Employees
0
$0
Highest Compensated
0
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
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