Nonprofit · EIN 81-0231794
MASONIC HOME OF MONTANA
Tax-exempt · HELENA, MT 59602
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $1,217,480 | $1,445,226 | -$227,746 | $1,750,683 | $131,458 | $1,619,225 |
| December 31, 2023 | 990 | $1,296,015 | $1,442,453 | -$146,438 | $1,864,423 | $29,611 | $1,834,812 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $29,624
- of which government grants
- $29,624
- Program service revenue
- $1,056,698
- Investment income
- $19,263
- Royalties
- $8,500
- Net rental income
- $93,776
- Other revenue
- $111,895
Expenses
- Grants and similar amounts paid
- $0
- Other salaries and wages
- $901,160
- Salaries, compensation and benefits (total)
- $971,542
- Professional fundraising fees
- $0
- Accounting fees
- $6,060
- Occupancy
- $68,717
- Travel
- $2,121
- Depreciation
- $158,178
- Program services (functional)
- $1,199,314
- Management and general (functional)
- $245,912
Balance sheet and other
- Total assets, start of year
- $1,864,423
- Total assets, end of year
- $1,750,683
- Total liabilities, end of year
- $131,458
- Net assets, end of year
- $1,619,225
- Land, buildings and equipment
- $932,307
- Publicly traded securities
- $719,156
- Net assets without donor restrictions
- $900,794
- Net assets with donor restrictions
- $718,431
- Gross receipts
- $1,246,903
- Employees
- 32
- Year formed
- 1907
- State of legal domicile
- MT
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| LEWIS SMITH | TRUSTEE Trustee or director | 0 | $0 |
| DAVID NIELSEN | PRESIDENT Trustee or director, Officer | 0 | $0 |
| JONATHAN JACKSON | TREASURER Trustee or director, Officer | 0 | $0 |
| EARL NILSEN | VICE PRESIDENT Trustee or director, Officer | 0 | $0 |
| ROBERT ANDERSON | TRUSTEE Trustee or director | 0 | $0 |
| DIANE LOCKEY | SECRETARY Trustee or director, Officer | 0 | $0 |
| KATHRYN BEATY | TRUSTEE Trustee or director | 0 | $0 |
| JUDY NIELSEN | TRUSTEE Trustee or director | 0 | $0 |
990 for the year ended December 31, 2023: 7 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ROBERT ANDERSON | TRUSTEE Trustee or director | 0 | $0 |
| KATHY BEATY | TRUSTEE Trustee or director | 0 | $0 |
| LEWIS SMITH | TRUSTEE Trustee or director | 0 | $0 |
| DIANE LOCKEY | SECRETARY Trustee or director, Officer | 0 | $0 |
| DAVID NIELSEN | PRESIDENT Trustee or director, Officer | 0 | $0 |
| JONATHAN JACKSON | TREASURER Trustee or director, Officer | 0 | $0 |
| EARL NILSEN | VICE PRESIDENT Trustee or director, Officer | 0 | $0 |
Address and contacts
- Address (IRS master file)
- 2010 MASONIC HOME RD, HELENA, MT 59602-9517
- In care of
- % DAVID NIELSEN
- Signed the 990
- DAVID NIELSEN, PRESIDENT
- Phone
- (406) 458-5431
- Website
- WWW.MHMT.ORG
- Return prepared by
- Christensen CPA
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.
Program accomplishments
- PROVIDE RETIREMENT AND RELATED SERVICES TO MASONS AND THEIR FAMILIES AND OTHER RETIREES.Expenses $1,199,314
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 81-0231794
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (509(a)(2))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1940
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Housing and shelter (L22Z)
- Assets (IRS master file)
- $1,750,683
- Income (IRS master file)
- $1,246,903
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $1,217,480 | $1,445,226 | $1,750,683 | IRS |
| 990 | December 2023 | $1,296,015 | $1,442,453 | $1,864,423 | XML |
| 990 | December 2022 | $934,191 | $1,171,216 | $2,000,648 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 81-0231794).
Questions about MASONIC HOME OF MONTANA
- What is the EIN of MASONIC HOME OF MONTANA?
- The employer identification number (EIN) of MASONIC HOME OF MONTANA is 81-0231794.
- Is MASONIC HOME OF MONTANA tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1940.
- Are donations to MASONIC HOME OF MONTANA tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does MASONIC HOME OF MONTANA file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of MASONIC HOME OF MONTANA due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did MASONIC HOME OF MONTANA last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2024.
- Who are the officers and directors of MASONIC HOME OF MONTANA?
- The 990 for the year ended December 31, 2024 lists 8 people; 0 received compensation from the organization.
- How much revenue does MASONIC HOME OF MONTANA have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $1,217,480, expenses of $1,445,226 and total assets of $1,750,683 at year end.
Other nonprofits in HELENA
- ENERGY SHARE OF MONTANA INC EIN 81-0411562 · last filed 990 for 2025
- FRIENDSHIP CENTER OF HELENA INC EIN 23-7131678 · last filed 990 for 2025
- ELEANOR DEVELOPMENT CORPORATION EIN 33-1579032 · last filed 990 for 2025
- TOWNSEND HOUSING INC EIN 81-0371435 · last filed 990-EZ for 2025
- HELENA HOUSING DEVELOPMENT CORPORATION EIN 81-0508028 · last filed 990-PF for 2025
- MASONIC HOME OF MONTANA FOUNDATION INC EIN 81-0531449 · last filed 990 for 2024
- RMDC PTARMIGAN INC EIN 81-0530380 · last filed 990-PF for 2025
- BLACKMORE HOUSING FOUNDATION INC EIN 84-3869276 · last filed 990-N for 2024