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Lone Tree Senior Living FY2023 filing

Tax-deductible

Sidney, MT501(c)(3)Since 1998Health Care EIN 81-0518821Revenue $1.5M in FY2023

On file with the IRSlodgeatlonetree.org216 14th Sw Ave, 59270-0000 · Sidney, MTTax-exempt since Jul 1998Publicly supported — 509(a)(2)

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Our mission is to provide an enriched Living environment for those seeking privacy and independence, while nurturing continued growth of the human spirit through friendship, services and nurse-directed programs.

501(c)(3) charity; gifts are tax-deductible.
87¢ of each $1 spent went to programs.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX

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FY2023 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2025
latest Form 990
Looks good: the latest return is for FY2025, 1 tax year back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
4 of 6
filings with a surplus
Average surplus $57K a year · 4% of revenue · last 6 filings
Fine: a surplus in 4 of the last 6 filings.
Pt I · Ln 19 · 6 filings
Spent on programs
87%
of spending
Looks good: 87% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Cash reserves
3 mo
of spending, in cash
Fine: 2.8 months of spending in cash; 1 to 3.
Pt X · Ln 1–2 · Pt I · Ln 18
Liabilities
$1.0M
142% of total assets
Concern: liabilities are 142% of assets; over 80%.
Pt X · Ln 26
Independent board members
8
of 9 voting members
Looks good: 8 of 9 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$1.5M
+5% vs prior year
Spent
$1.4M
To programs
87%
Net assets
−$306K
By yearFY2020–FY2025
Revenue
$1.5M
FY2023▲ +5%
Tap a bar for its year
Revenue by fiscal year
FY2020$1.5M
FY2021$1.6M
FY2022$1.4M
FY2023$1.5M
FY2024$1.5M
FY2025$1.6M
Expenses
$1.4M
FY2023▼ -3%
Tap a bar for its year
Expenses by fiscal year
FY2020$1.4M
FY2021$1.5M
FY2022$1.5M
FY2023$1.4M
FY2024$1.6M
FY2025$1.5M
Net assets
−$306K
FY2023▲ +20%
Tap a bar for its year
Net assets by fiscal year
FY2020−$498K
FY2021−$347K
FY2022−$383K
FY2023−$306K
FY2024−$320K
FY2025−$252K

From the FY2023 Form 990 (year ending June 2023) · figures checked against the IRS filing · see the original

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You’re viewing the FY2023 filing — not the latest on file. See the latest (FY2025) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in Jul 1998.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

87 cents of each dollar spent went to programs.

Program services 87% · $1.3M Management & general 13% · $181K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

15 people listed on the 990.

Part VII, Section A · reportable compensation · most recent filed roster (FY2022); the FY2023 filing did not itemize Part VII
$0Pt VII · Sec A
Leszek Jaszczak MD
Former Officer
$0Pt VII · Sec A
Malua Tambi MD
Chief of Medical Staff
$0Pt VII · Sec A
Ralf Kiehl MD Chief of
Medical Staff (through 12/31/22)
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
Lance Averett
President & Vice President
$0Pt VII · Sec A
Robert Burnison
Trustee & President
$0Pt VII · Sec A
See Lone Tree Senior Living executive salaries →

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aNo

Programs and updates

Offers assisted living services for senior adults.

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Provided by the organization

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1 program · $1.3M · in their own filed words · FY2022
01

The lodge is an assisted living facility designed for senior adults who wish to maintain their independence in an enriched, comfortable setting among friends, family and a dedicated staff. We provide you with choice, independence, 24-HOUR security, service as you need it, companionship, home-cooked meals, wellness programs, medication…

$1.3Mprogram expense

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

By the numbers

The FY2023 990, line by line.

Download 990
from philanthropy.org
1The main four
Money inPt VIII
$1.5M
Ln 12
Fees for servicesLn 2g$1.5M
Gifts and grantsLn 1h$37K
Other incomeLn 4–11$17K
Money outPt IX
$1.4M
Ln 25
Programscol B$1.3M
Managementcol C$181K
Owns and owesPt X
−$306K
net assets · Ln 32
Cash and savingsLn 1–2$338K
Total assetsLn 16$734K
LiabilitiesLn 26$1.0M
PeoplePt VI, VII
15
listed · VII A
PaidVII A0
Voting boardVI 1a9
IndependentVI 1b8
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$37K
Government grantsLn 1e$876
Fees for servicesLn 2g$1.5M
Investment incomeLn 3$5K
Other incomeLn 4–11$17K
Gains on assetsLn 7−$6K
Total revenueLn 12$1.5M
Assets in detailPt X, end of year
CashLn 1$334K
SavingsLn 2$4K
Cash and savings togetherLn 1–2$338K
Land, buildings, equipmentLn 10c$355K
Total assetsLn 16$734K
LiabilitiesLn 26$1.0M
Net assetsLn 32−$306K
OperationsPt I, VI
EmployeesI 531
VolunteersI 619
Fiscal year endsHeaderJune
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13Yes
Records policyVI 14Yes
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY23End FY23
Cash and savingsLn 1–2$462K$338K
Land, buildings, equipmentLn 10c$397K$355K
Total assetsLn 16$878K$734K
LiabilitiesLn 26$1.3M$1.0M
Net assetsLn 32−$383K−$306K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Other salaries and wagesLn 7$692K$625K$67K
Pension plan contributionsLn 8$8K$7K$803
Other employee benefitsLn 9$125K$113K$12K
Payroll taxesLn 10$53K$48K$5K
Accounting feesLn 11c$2K$1K$153
Other fees for servicesLn 11g$149K$134K$14K
Advertising and promotionLn 12$4K$3K$344
Office expensesLn 13$32K$28K$3K
OccupancyLn 16$63K$57K$6K
InterestLn 20$45K$45K
Depreciation, depletion and amortizationLn 22$79K$71K$8K
InsuranceLn 23$18K$17K$2K
Other expenses (24a–d)Ln 24$158K$143K$15K
All other expensesLn 24e$9K$8K$862
Total functional expensesLn 25$1.4M$1.3M$181K$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest $1.6M$1.5M$68K−$252K 990 PDF
FY2024 $1.5M$1.6M−$14K−$320K 990 PDF
FY2023 Viewing $1.5M$1.4M$77K−$306K 990 PDF
FY2022 $1.4M$1.5M−$36K−$383K 990 PDF
FY2021 $1.6M$1.5M$151K−$347K 990 PDF
FY2020 $1.5M$1.4M$93K−$498K 990 PDF

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Schedules filed Part IV

III · Programs R · Related orgs G · Fundraising L · Interested persons I · Grants A · Public support O · Explanations
See the full FY2023 990 (6 parts)
Part I · Summary $1,513,230 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $100,636$37,095
I-9 Program service revenuePrior year $1,323,264$1,459,072
I-10 Investment incomePrior year $1,079−$937
I-11 Other revenuePrior year $13,500$18,000
I-12 Total revenuePrior year $1,438,479$1,513,230
I-13 Grants and similar amounts paidPrior year $0$0
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $867,173$878,757
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $607,638$557,118
I-18 Total expensesPrior year $1,474,811$1,435,875
I-19 Revenue less expensesPrior year −$36,332$77,355
Part VI · Governance 8 of 9 board members independent, 1 to look at
VI-1a Voting members of the governing body9
VI-1b Independent voting members8
VI-15a Process for setting top official's payNo
VI-2 Family or business relationship among officers or directorsNo
VI-12a Written conflict of interest policyYes
VI-13 Written whistleblower policyYes
VI-14 Document retention and destruction policyYes
Part VIII · Statement of revenue $1,513,230 across 8 lines filed
VIII-1d Related organizations$36,219
VIII-1e Government grants$876
VIII-1h Total contributions, gifts and grants$37,095
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $1,459,072$1,459,072
VIII-3 Investment incomeExcluded from tax $4,808$4,808
VIII-6 Net rental income or lossExcluded from tax $18,000$18,000
VIII-7 Net gain or loss on sales of assetsExcluded from tax −$5,745−$5,745
VIII-12 Total revenueRelated to mission $1,459,072 · Unrelated business $0 · Excluded from tax $17,063$1,513,230
Part IX · Statement of functional expenses $1,435,875 across 14 lines filed
IX-7 Other salaries and wagesPrograms $624,662 · Management $67,393$692,055
IX-8 Pension plan contributionsPrograms $7,441 · Management $803$8,244
IX-9 Other employee benefitsPrograms $112,957 · Management $12,186$125,143
IX-10 Payroll taxesPrograms $48,123 · Management $5,192$53,315
IX-11c Accounting feesPrograms $1,422 · Management $153$1,575
IX-11g Other fees for servicesPrograms $134,270 · Management $14,486$148,756
IX-12 Advertising and promotionPrograms $3,188 · Management $344$3,532
IX-13 Office expensesPrograms $28,488 · Management $3,073$31,561
IX-16 OccupancyPrograms $56,547 · Management $6,101$62,648
IX-20 InterestManagement $45,145$45,145
IX-22 Depreciation, depletion and amortizationPrograms $70,870 · Management $7,646$78,516
IX-23 InsurancePrograms $16,604 · Management $1,791$18,395
IX-24 Other expenses (24a–d)Programs $142,731 · Management $15,399$158,130
IX-24e All other expensesPrograms $7,998 · Management $862$8,860
IX-25 Total functional expensesPrograms $1,255,301 · Management $180,574 · Fundraising $0$1,435,875
Part X · Balance sheet $734,100 assets, 12 lines filed
X-1 Cash, non-interest-bearingStart of year $458,963$334,119
X-2 Savings and temporary cash investmentsStart of year $3,468$3,932
X-4 Accounts receivableStart of year $4,993$26,526
X-9 Prepaid expenses and deferred chargesStart of year $13,336$14,493
X-10c Land, buildings and equipment, netStart of year $396,965$355,030
X-16 Total assetsStart of year $877,725$734,100
X-17 Accounts payable and accrued expensesStart of year $168,454$144,588
X-25 Other liabilitiesStart of year $1,056,689$845,111
X-26 Total liabilitiesStart of year $1,261,159$1,040,179
X-27 Net assets without donor restrictionsStart of year −$383,434−$306,079
X-32 Total net assets or fund balancesStart of year −$383,434−$306,079
X-33 Total liabilities and net assetsStart of year $877,725$734,100
Part XI · Reconciliation of net assets −$306,079 net assets at year end
XI-1 Total revenue$1,513,230
XI-2 Total expenses$1,435,875
XI-3 Revenue less expenses$77,355
XI-4 Net assets at start of year−$383,434
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year−$306,079

Form 990 e-file (XML) FY2023 from the IRS · Classification, formation year and address from the IRS Business Master File

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