2026-07-15T08:34:19-05:00 2025-09-30 393647910 WIPFLI ADVISORY LLC 105 E PINE ST UPPER FLOOR MISSOULA MT 59802 990 2024-10-01 810332551 MISSOULA MANOR HOMES MISS 4067283210 909 W CENTRAL MISSOULA MT 59801 LARRY LAMB PRESIDENT 4067283210 2026-06-05 1 1 SAM BRUNSON CPA P01696998 4067281800 2026-06-05 2024 2025-03-06 01:10:19Z LARRY LAMB 909 W CENTRAL MISSOULA MT 59801 2107060 0 X MISSOULAMANOR.COM X 1969 MT HOUSING & SERVICES FOR ELDERLY. 7 7 40 7 0 0 7788 1599 1682722 1786392 423795 223424 43244 29940 2157549 2041355 0 0 0 0 1098157 1143573 0 0 0 979931 999673 2078088 2143246 79461 -101891 4318847 4225562 134852 143458 4183995 4082104 X TO PROVIDE SAFE, AFFORDABLE HOUSING IN A COMFORTABLE AND DYNAMIC SETTING TO THE SENIORS OF OUR COMMUNITY. 0 0 1192878 0 1468950 HOUSING IS PROVIDED BY THE COMPLEX FOR THE ELDERLY AND OTHER QUALIFYING PERSONS USING 126 STUDIO AND ONE-BEDROOM UNITS. 485131 0 225769 DINING SERVICES ARE PROVIDED BY THE COMPLEX FOR THE ELDERLY AND OTHER QUALIFYING PERSONS. 30870 0 91673 OTHER FACILITIES PROVIDED BY THE COMPLEX INCLUDE A GUEST ROOM, LAUNDRY, RECREATION, AND SUNDRY ITEMS FOR THE ELDERLY AND OTHER QUALIFYING PERSONS. 0 0 0 SERVICE COORDINATION - ASSIST ELDERLY TO OBTAIN SERVICES, DEVELOP WELLNESS PROGRAM AND ADVOCATE FOR ELDERLY. 0 0 0 1708879 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 7 0 40 1 0 0 0 0 0 0 0 0 0 0 0 0 X 7 7 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X GRAHAM ROY 4067283210 909 W CENTRAL MISSOULA MT 59801 LARRY LAMB PRESIDENT 0.50 X X 0 0 0 KELLY BATCHELDER PRESIDENT (THRU 8/25) 0.50 X X 0 0 0 BOBBIE HETTICK VICE PRESIDENT 0.50 X X 0 0 0 ELLEN BUCHMAN SECRETARY/TREASURER 0.30 X 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 MICHELLE BLOCK EXECUTIVE DIRECTOR (THRU 4/25) 40.00 X 17327 0 490 PAUL JENNESS EXECUTIVE DIRECTOR 40.00 X 0 0 0 17327 0 490 0 0 0 0 0 1599 1599 RENTAL REVENUE 531110 1468950 1468950 ELDERLY CARE SERVICES 623990 237072 237072 RESIDENT CABLE REVENUE 623990 49788 49788 TENANT CHARGES 623990 18730 18730 LAUNDRY AND VENDING REVENUE 812300 11852 11852 1786392 67129 67129 23746 0 23746 23746 23746 222000 61376 4329 160624 -4329 156295 156295 6194 6194 6194 2041355 1786392 0 253364 79548 79548 840727 672797 167930 16985 16985 125049 100378 24671 81264 81264 26615 26615 30294 30294 16853 16853 150356 150356 19984 13989 5995 277664 214765 62899 163194 163194 8803 8803 129110 129110 53262 53262 FOOD EXPENSES 87200 87200 REPAIRS & MAINTENANCE 22463 22463 BAD DEBT EXPENSE 11061 302 10759 MISCELLANEOUS TAXES, LI 1286 1286 1528 1528 2143246 1708879 434367 0 314025 146245 5489 5870 15680 13011 47383 52110 5095605 4035834 964759 1059771 36250 35684 2800974 2788505 134287 124366 4318847 4225562 83694 78548 0 9817 51158 55093 134852 143458 X 3641909 2852177 542086 1229927 4183995 4082104 4318847 4225562 -101891 0 X X 0 1 X 1 0 X 83275 79941 46326 7788 1599 218929 1558973 1694120 1738453 1682722 1786392 8460660 22825 2031 3730 19964 6194 54744 1665073 1776092 1788509 1710474 1794185 8734333 0 0 0 8734333 84878 95477 108189 108240 90875 487659 84878 95477 108189 108240 90875 487659 1749951 1871569 1896698 1818714 1885060 9221992 0.94710 0.94660 0.05290 0.05340 X 1159754 78273 6784 1316 1229927 989320 13017 189507 27185 4905 1159754 915680 7725 71326 5411 989320 1024524 8688 -114043 3489 915680 863782 6157 154585 1024524 0.06593 0.36468 0.56939 0 0 95600 95600 4196583 3484188 712395 803422 551646 251776 1059771 REPLACEMENT RESERVE INVESTMENTS 1558578 F ENDOWMENT - SECURITIES HELD IN TRUST 1148838 F ENDOWMENT - RESERVE DEPOSITS HELD IN TRUST 81089 F 2788505 TENANT SECURITY DEPOSITS 55093 55093 X 2028831 4329 4329 2024502 16853 16853 2041355 2130722 4329 4329 2126393 16853 16853 2143246 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, 2025. 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 4,329. PART XII, LINE 2D - OTHER ADJUSTMENTS: LOSS ON SALE OF PP&E 4,329. 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.