Montana Masonic Foundation

Analysis

Montana Masonic Foundation is a registered charity in United States, based in Helena, MT. It received its IRS tax-exemption ruling in September 1973, 53 years ago. The IRS classifies it as a publicly supported organisation (gross receipts test) under section 501(c)(3), and contributions to it are listed as tax-deductible.

In the financial year ending June 2023, Montana Masonic Foundation reported income of $131k and spending of $387k, spending 296% of what it took in. Across the 5 years on record, from June 2019 to June 2023, income fell from $199k to $131k (-34%), an average of -10% a year. The sharpest change came in the year to June 2021, when income rose by 174%. Over the whole period it spent 190% of the income it received.

Among 72,936 United States charities whose main cause is other charitable purposes and that reported income, Montana Masonic Foundation sits at the 43rd percentile: it is larger than about 43% of them. Against every charity in United States with reported income it ranks in the 44th percentile, and in the 42nd percentile within MT. Charities of a similar size with the same main cause include York Rite Charitable Fund ($131k), Gratiot County Players Inc ($131k) and Anthony Middle School PTA ($131k).

On its Form 990 for the period ending June 2023, revenue came from contributions and grants 40% of the total. At year end it held assets of $5.0m against liabilities of $22k, net assets of $5.0m.