Nonprofit · EIN 81-0518821
LONE TREE SENIOR LIVING
Tax-exempt · SIDNEY, MT 59270
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $1,617,389 | $1,549,786 | $67,603 | $339,223 | $591,339 | -$252,116 |
| June 30, 2024 | 990 | $1,537,666 | $1,551,306 | -$13,640 | $516,661 | $836,380 | -$319,719 |
| June 30, 2023 | 990 | $1,513,230 | $1,435,875 | $77,355 | $734,100 | $1,040,179 | -$306,079 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $19,588
- of which government grants
- $2,000
- Program service revenue
- $1,577,254
- Investment income
- $2,547
- Net rental income
- $18,000
- Other revenue
- $18,000
Expenses
- Grants and similar amounts paid
- $0
- Other salaries and wages
- $773,745
- Salaries, compensation and benefits (total)
- $976,090
- Professional fundraising fees
- $0
- Legal fees
- $788
- Accounting fees
- $3,407
- Occupancy
- $66,788
- Travel
- $1,270
- Depreciation
- $69,761
- Program services (functional)
- $1,318,030
- Management and general (functional)
- $231,756
Balance sheet and other
- Total assets, start of year
- $516,661
- Total assets, end of year
- $339,223
- Total liabilities, end of year
- $591,339
- Net assets, end of year
- -$252,116
- Land, buildings and equipment
- $236,599
- Net assets without donor restrictions
- -$252,116
- Gross receipts
- $1,617,389
- Employees
- 31
- Volunteers
- 19
- Year formed
- 1998
- 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 June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| RAJOHN KARANJAI MD | TRUSTEE/CMO Officer | 1 | $0 | $1,252,747 | $0 |
| MALUA TAMBI MD - CHIEF OF | MEDICAL STAFF (THROUGH DEC. 2024) Trustee or director, Officer | 1 | $0 | $590,129 | $36,717 |
| DEBORAH HARRIS MD | VICE CHIEF OF STAFF Officer | 1 | $0 | $610,219 | $0 |
| HERVE NGUEWOUN MD - VICE | CHIEF OF STAFF (THROUGH DEC. 2024) Officer | 1 | $0 | $558,378 | $25,986 |
| LISA ROSS MD | CHIEF OF MEDICAL STAFF Trustee or director, Officer | 1 | $0 | $388,008 | $27,062 |
| JENNIFER DOTY | CEO Officer | 1 | $0 | $332,113 | $37,260 |
| TINA MONTGOMERY | CFO Officer | 1 | $0 | $208,066 | $29,534 |
| LESZEK JASZCZAK MD | FORMER TRUSTEE/CMO Former | 1 | $0 | $191,272 | $7,344 |
| ROBERT BURNISON | PRESIDENT Trustee or director, Officer | 1 | $0 | $0 | $0 |
| REBECCA BRADLEY - SECRETARY | /TREASURER (THROUGH NOV. 2024) Trustee or director, Officer | 1 | $0 | $0 | $0 |
| ERIC BEENKEN | VICE PRESIDENT Trustee or director, Officer | 1 | $0 | $0 | $0 |
| SUSAN DUFFEY - TRUSTEE THEN | SECRETARY/TREASURER Trustee or director, Officer | 1 | $0 | $0 | $0 |
| RANDY JOHNSON | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| STEPHANIE LIVERS | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| CHERYL VANEVERY | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
2 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MIKE WEBER | TRUSTEE Trustee or director | 1 | $0 |
| ROBERT BREUER | TRUSTEE Trustee or director | 1 | $0 |
990 for the year ended June 30, 2024: 15 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| RAJOHN KARANJAI MD | TRUSTEE/CMO Officer | 1 | $0 | $1,299,401 | $0 |
| LESZEK JASZCZAK MD | FORMER TRUSTEE/CMO Former | 1 | $0 | $652,328 | $33,438 |
| MALUA TAMBI MD | CHIEF OF MEDICAL STAFF Officer | 1 | $0 | $560,346 | $45,532 |
| HERVE NGUEWOUN MD | VICE CHIEF OF STAFF Officer | 1 | $0 | $506,522 | $11,849 |
| JEN DOTY | CEO Officer | 1 | $0 | $328,744 | $34,809 |
| TINA MONTGOMERY | CFO Officer | 1 | $0 | $200,379 | $26,425 |
| ROBERT BURNISON | PRESIDENT Trustee or director, Officer | 1 | $0 | $0 | $0 |
| LANCE AVERETT | VICE PRESIDENT Trustee or director, Officer | 1 | $0 | $0 | $0 |
| REBECCA BRADLEY | SECRETARY/TREASURER Trustee or director, Officer | 1 | $0 | $0 | $0 |
| ERIC BEENKEN | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| SUSAN DUFFEY | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| RANDY JOHNSON | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| STEPHANIE LIVERS | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| CHERYL VANEVERY | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| MIKE WEBER | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
990 for the year ended June 30, 2023: 15 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| RAJOHN KARANJAI MD | TRUSTEE/CMO Officer | 1 | $0 | $1,090,748 | $0 |
| LESZEK JASZCZAK MD | FORMER OFFICER Former | 0 | $0 | $681,078 | $32,667 |
| MALUA TAMBI MD | CHIEF OF MEDICAL STAFF Trustee or director, Officer | 1 | $0 | $545,166 | $43,928 |
| RALF KIEHL MD CHIEF OF | MEDICAL STAFF (THROUGH 12/31/22) Trustee or director, Officer | 1 | $0 | $447,346 | $23,004 |
| JEN DOTY | CEO Officer | 1 | $0 | $275,289 | $32,627 |
| TINA MONTGOMERY | CFO Officer | 1 | $0 | $182,722 | $24,993 |
| LANCE AVERETT | PRESIDENT & VICE PRESIDENT Trustee or director, Officer | 1 | $0 | $0 | $0 |
| ROBERT BURNISON | TRUSTEE & PRESIDENT Trustee or director, Officer | 1 | $0 | $0 | $0 |
| RANDY JOHNSON | VICE PRESIDENT & TRUSTEE Trustee or director, Officer | 1 | $0 | $0 | $0 |
| REBECCA BRADLEY | SECRETARY/TREASURER Trustee or director, Officer | 1 | $0 | $0 | $0 |
| ERIC BEENKEN | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| SUSAN DUFFEY | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| STEPHANIE LIVERS | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| KEVIN MAYER | TRUSTEE (THROUGH 11/16/22) Trustee or director | 1 | $0 | $0 | $0 |
| CHERYL VAN EVERY | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 216 14TH SW AVE, SIDNEY, MT 59270-0000
- In care of
- % SIDNEY HEALTH CENTER
- Principal officer (990 for 2024)
- JENNIFER DOTY, 1015 7TH AVE SW, SIDNEY, MT 59270
- Signed the 990
- TINA MONTGOMERY, CFO
- Phone
- (406) 488-2100
- Website
- WWW.LODGEATLONETREE.ORG
- Return prepared by
- CLIFTONLARSONALLEN LLP
Mission
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.
Program accomplishments
- 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 SERVICES AND NURSE-DIRECTED PROGRAMS.Expenses $1,318,030 · revenue $1,577,254
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 June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 81-0518821
- 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
- 1998
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Health care (E91)
- Assets (IRS master file)
- $339,223
- Income (IRS master file)
- $1,617,389
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $1,617,389 | $1,549,786 | $339,223 | IRS |
| 990 | June 2024 | $1,537,666 | $1,551,306 | $516,661 | IRS |
| 990 | June 2023 | $1,513,230 | $1,435,875 | $734,100 | XML |
| 990 | June 2022 | $1,438,479 | $1,474,811 | $877,725 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | IRS |
| 990 | June 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 81-0518821).
Questions about LONE TREE SENIOR LIVING
- What is the EIN of LONE TREE SENIOR LIVING?
- The employer identification number (EIN) of LONE TREE SENIOR LIVING is 81-0518821.
- Is LONE TREE SENIOR LIVING tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1998.
- Are donations to LONE TREE SENIOR LIVING tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does LONE TREE SENIOR LIVING 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 LONE TREE SENIOR LIVING due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did LONE TREE SENIOR LIVING last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of LONE TREE SENIOR LIVING?
- The 990 for the year ended June 30, 2025 names JENNIFER DOTY.
- Who are the officers and directors of LONE TREE SENIOR LIVING?
- The 990 for the year ended June 30, 2025 lists 17 people; 0 received compensation from the organization.
- How much revenue does LONE TREE SENIOR LIVING have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $1,617,389, expenses of $1,549,786 and total assets of $339,223 at year end.
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