2025-03-20T12:00:59-05:00 2024-09-30 390758449 WIPFLI LLP 105 E PINE ST UPPER FLOOR MISSOULA MT 59802 990 2023-10-01 810332551 MISSOULA MANOR HOMES MISS 4067283210 909 W CENTRAL MISSOULA MT 59801 KELLY BATCHELDER PRESIDENT 4067283210 2025-03-14 1 1 SAM BRUNSON CPA P01696998 4067281800 2025-03-14 2023 2025-03-06 01:10:19Z KELLY BATCHELDER 909 W CENTRAL MISSOULA MT 59801 2434936 0 X MISSOULAMANOR.COM X 1969 MT HOUSING & SERVICES FOR ELDERLY. 8 8 37 9 0 0 46326 7788 1738453 1682722 102435 423795 26554 43244 1913768 2157549 0 0 0 0 865944 1098157 0 0 0 857782 979931 1723726 2078088 190042 79461 4270987 4318847 166453 134852 4104534 4183995 X TO PROVIDE SAFE, AFFORDABLE HOUSING IN A COMFORTABLE AND DYNAMIC SETTING TO THE SENIORS OF OUR COMMUNITY. 0 0 951267 0 1313110 HOUSING IS PROVIDED BY THE COMPLEX FOR THE ELDERLY AND OTHER QUALIFYING PERSONS USING 126 STUDIO AND ONE-BEDROOM UNITS. 639706 0 284019 DINING SERVICES ARE PROVIDED BY THE COMPLEX FOR THE ELDERLY AND OTHER QUALIFYING PERSONS. 34890 0 0 SERVICE COORDINATION - ASSIST ELDERLY TO OBTAIN SERVICES, DEVELOP WELLNESS PROGRAM AND ADVOCATE FOR ELDERLY. 28311 0 85593 OTHER FACILITIES PROVIDED BY THE COMPLEX INCLUDE A GUEST ROOM, LAUNDRY, RECREATION, BEAUTY SHOP, FOOT CARE, AND SUNDRY ITEMS FOR THE ELDERLY AND OTHER QUALIFYING PERSONS. 28311 0 85593 1654174 1 0 0 0 0 0 0 0 0 1 1 1 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 5 0 37 1 0 0 0 0 0 0 0 0 0 0 0 0 X 8 8 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X CONNIE JETTE 4067283210 909 W CENTRAL MISSOULA MT 59801 KELLY BATCHELDER PRESIDENT 0.50 X X 0 0 0 LARRY LAMB VICE PRESIDENT 5.00 X X 0 0 0 LARRY STEELE SECRETARY (THRU 4/24) 0.30 X X 0 0 0 ELLEN BUCHMAN DIRECTOR 0.30 X 0 0 0 BOBBIE HETTICK DIRECTOR 0.30 X 0 0 0 GARY KOFORD DIRECTOR 0.30 X 0 0 0 TOM MCLAUGHLIN DIRECTOR 0.30 X 0 0 0 TIM RAYMOND DIRECTOR 0.30 X 0 0 0 RHONDA TROSPER DIRECTOR 0.30 X 0 0 0 AMANDA JACOBSON EXECUTIVE DIRECTOR (THRU 7/24) 40.00 X 23124 0 2240 23124 0 2240 0 0 0 0 0 7788 7788 RENTAL REVENUE 531110 1313110 1313110 ELDERLY CARE SERVICES 623990 292929 292929 RESIDENT CABLE REVENUE 623990 50397 50397 LAUNDRY AND VENDING REVENUE 812300 13661 13661 TENANT CHARGES 623990 12625 12625 1682722 84960 84960 23280 0 23280 23280 23280 616222 264191 13196 352031 -13196 338835 338835 19964 19964 19964 2157549 1682722 0 467039 73947 73947 807197 668037 139160 11357 11357 133451 107835 25616 72205 72205 41892 41892 44832 44832 13543 13543 155829 155829 8201 5741 2460 211506 140586 70920 166161 166161 2102 2102 2 2 124228 124228 41215 41215 FOOD EXPENSES 154513 154513 BAD DEBT EXPENSE 9551 109 9442 REPAIRS & MAINTENANCE 4291 4291 MISCELLANEOUS TAXES, LI 1573 1573 492 492 2078088 1654174 423914 0 420166 314025 16961 0 4460 5489 26834 15680 43767 47383 4889950 3925191 980227 964759 29661 36250 2630975 2800974 117936 134287 4270987 4318847 116912 83694 49541 51158 166453 134852 X 3548359 3641909 556175 542086 4104534 4183995 4270987 4318847 79461 0 X X 0 1 X 1 0 X 61342 83275 79941 46326 7788 278672 1616255 1558973 1694120 1738453 1682722 8290523 6780 22825 2031 3730 19964 55330 1684377 1665073 1776092 1788509 1710474 8624525 0 0 0 8624525 89321 84878 95477 108189 108240 486105 89321 84878 95477 108189 108240 486105 1773698 1749951 1871569 1896698 1818714 9110630 0.94660 0.94670 0.05340 0.05330 X 989320 13017 189507 27185 4905 1159754 915680 7725 71326 5411 989320 1024524 8688 -114043 3489 915680 863782 6157 154585 1024524 884762 3687 -24667 863782 0.54220 0.38674 0.07105 0 0 95600 95600 4058948 3396593 662355 735402 528598 206804 964759 REPLACEMENT RESERVE INVESTMENTS 1641220 F ENDOWMENT - SECURITIES HELD IN TRUST 1077349 F ENDOWMENT - RESERVE DEPOSITS HELD IN TRUST 82405 F 2800974 TENANT SECURITY DEPOSITS 51158 51158 X 2157202 13196 13196 2144006 13543 13543 2157549 2077741 13196 13196 2064545 13543 13543 2078088 PART V, LINE 4: THE ENDOWMENT FUND IS A FUND ESTABLISHED BY THE BOARD OF DIRECTORS. THE EARNINGS WILL BE USED PRIMARILY FOR ASSISTANCE TO RESIDENTS, EDUCATION OF THE ELDERLY AND TO PROVIDE SERVICES NOT CURRENTLY AVAILABLE. PART X, LINE 2: NO INCOME TAX PROVISION HAS BEEN INCLUDED IN THE FINANCIAL STATEMENTS, SINCE THE PROJECT IS OWNED BY A NON-PROFIT ORGANIZATION AND IS NOT SUBJECT TO FEDERAL OR STATE INCOME TAXES. THE ORGANIZATION APPLIES GENERALLY ACCEPTED ACCOUNTING PRINCIPLES FOR RECOGNITION OF UNCERTAINTY IN INCOME TAXES AND PRESCRIBING A RECOGNITION THRESHOLD AND MEASUREMENT ATTRIBUTE FOR THE RECOGNITION AND MEASUREMENT OF A TAX POSITION TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. THE PROJECT HAS ANALYZED TAX POSITIONS TAKEN FOR FILING WITH THE INTERNAL REVENUE SERVICE AND ALL STATE JURISDICTIONS WHERE IT OPERATES. THE PROJECT BELIEVES THAT INCOME TAX FILING POSITIONS WILL BE SUSTAINED UPON EXAMINATION AND DOES NOT ANTICIPATE ANY ADJUSTMENTS THAT WOULD RESULT IN A MATERIAL ADVERSE EFFECT ON ITS FINANCIAL CONDITION, RESULTS OF OPERATIONS OR CASH FLOWS. ACCORDINGLY, THE PROJECT HAS NOT RECORDED ANY RESERVES OR RELATED ACCRUALS FOR INTEREST OR PENALTIES FOR UNCERTAIN INCOME TAX POSITIONS AS OF SEPTEMBER 30, 2024. THE PROJECT'S POLICY IS TO CLASSIFY INCOME TAX RELATED INTEREST AND PENALTIES TO INTEREST EXPENSE AND MISCELLANEOUS EXPENSE, RESPECTIVELY, WHEN APPLICABLE. PART XI, LINE 2D - OTHER ADJUSTMENTS: LOSS ON SALE OF PP&E 13,196. PART XII, LINE 2D - OTHER ADJUSTMENTS: LOSS ON SALE OF PP&E 13,196. FORM 990, PART VI, SECTION A, LINE 2 LARRY STEELE AND KELLY BATCHELDER HAVE A FAMILY RELATIONSHIP. FORM 990, PART VI, SECTION B, LINE 11B THE PRESIDENT OF MISSOULA MANOR HOMES APPOINTS ONE OR TWO KNOWLEDGEABLE BOARD MEMBERS TO REVIEW THE 990 AND REPORT TO THE BOARD. THE 990 IS AVAILABLE FOR REVIEW BY ANY BOARD MEMBER WHO CHOOSES TO DO SO. FORM 990, PART VI, SECTION B, LINE 12C MISSOULA MANOR HOMES' CONFLICT OF INTEREST POLICY IS REGULARLY REVIEWED TO ENSURE (AT A MINIMUM) THAT COMPENSATION ARRANGEMENTS ARE REASONABLE AND THAT PARTNERSHIPS, JOINT VENTURES, ET AL CONFIRM TO MMH'S POLICY AND DO NOT RESULT IN INUREMENT OR PRIVATE/EXCESS BENEFIT. FORM 990, PART VI, SECTION B, LINE 15 THE PERSONNEL COMMITTEE IS RESPONSIBLE FOR REVIEWING THE EXECUTIVE DIRECTOR'S SALARY RECOMMENDATIONS AND PREPARING A BUDGET FOR PRESENTATION TO THE BOARD. THE BOARD HAS FINAL AUTHORITY TO APPROVE, MODIFY, OR DENY THE RECOMMENDATIONS. ALL COMPENSATION IS BASED ON COMPARABLE WAGES. FORM 990, PART VI, SECTION C, LINE 19 MISSOULA MANOR HOMES DOES NOT MAKE ITS GOVERNING DOCUMENTS OR FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC. UPON RECEIPT OF A WRITTEN REQUEST, WE WOULD MAKE COPIES OF THE BY-LAWS, ARTICLES OF INCORPORATION, AND THE CONFLICT OF INTEREST POLICY AVAILABLE. PART XII, LINE 2C: THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.