Mont Marie Senior Residence Inc

Mont Marie Senior Residence Inc. consistently operated at a deficit from 2013-2015, despite maintaining over $3.4 million in assets.

EIN: 202043480 · Springfield, MA · Updated: 2026-03-28

$0Revenue
$0Assets
65/100Mission Score (Good)
Mont Marie Senior Residence Inc Financial Summary
MetricValue
Total Expenses$470K
Program Spending75%
Net Assets$1.4M
Transparency Score65/100

Is Mont Marie Senior Residence Inc Legit?

Some Concerns

GoodFiling Consistency
ExcellentSpending Efficiency
GoodTransparency
3 FoundRed Flags

Assessment based on IRS 990 filings, spending patterns, and AI analysis. Not a guarantee of legitimacy. Full charity check →

Mont Marie Senior Residence Inc directs 75% of its spending to programs. This exceeds the industry benchmark of 65%, indicating strong mission focus.

About Mont Marie Senior Residence Inc

Mont Marie Senior Residence Inc (EIN: 202043480) is a nonprofit organization based in Springfield, MA. The organization reported total revenue of $0 and total assets of $0 according to its most recent IRS 990 filing. This transparency report provides an AI-powered analysis of Mont Marie Senior Residence Inc's financial health, spending patterns, executive compensation, and overall mission effectiveness based on publicly available IRS data.

Organization Overview

SmallSize Classification
4Years of Filings
MixedRevenue Trajectory

Mont Marie Senior Residence Inc is a small nonprofit, with 4 years of IRS 990 filings on record (2012–2015). Revenue has grown at a compound annual rate of -5.3%.

Key Financial Metrics (2015)

From the most recent IRS 990 filing on record:

Total Revenue$418K
Total Expenses$470K
Surplus / Deficit$-52,384
Total Assets$3.4M
Total Liabilities$2.1M
Net Assets$1.4M
Operating Margin-12.5%
Debt-to-Asset Ratio60.3%
Months of Reserves87.7 months

Financial Health Grade: C

In 2015, Mont Marie Senior Residence Inc reported a deficit of $52K with expenses exceeding revenue, holds 87.7 months of operating reserves (strong position), has a debt-to-asset ratio of 60.3% (high leverage).

Financial Trends

Over 4 years of filings (2012–2015), Mont Marie Senior Residence Inc's revenue has declined at a compound annual growth rate (CAGR) of -5.3%.

YearRevenue ChangeExpense ChangeAsset Change
2015+0.2%+1.6%-0.9%
2014-0.2%+7.8%-1.1%
2013-15.0%+3.4%-0.4%

AI Transparency Report

Mont Marie Senior Residence Inc. appears to be a financially stable organization, consistently maintaining significant assets over the past four reported periods, averaging over $3.4 million. However, the organization has consistently reported expenses exceeding revenue in three of the four most recent filings (2013-2015), indicating an operational deficit. For example, in 2015, expenses were $469,893 against revenues of $417,509. While the organization has no reported officer compensation, which can be a positive sign for resource allocation, the consistent operational deficit warrants closer examination to understand how these deficits are being covered and if they are sustainable long-term. The lack of detailed expense breakdowns in the provided data makes it difficult to assess spending efficiency beyond the top-line figures. The organization's financial health, while supported by substantial assets, shows a trend of spending more than it earns from operations. This could be due to depreciation of assets, investment losses, or other non-operating expenses not detailed here. The absence of revenue and asset data for the latest period (indicated as $0) is concerning and suggests either a significant change in operations or an incomplete data set, which impacts the ability to provide a current assessment of financial health. Without more recent and detailed financial statements, it's challenging to fully understand the current operational status and long-term viability.

Mission Effectiveness Score

NonprofitSpending's AI analysis rates Mont Marie Senior Residence Inc with a Mission Score of 65 out of 100 (Good). This score reflects the organization's overall financial transparency, program spending efficiency, and governance indicators derived from IRS 990 public filings.

Spending Breakdown

  • admin: 15%
  • programs: 75%
  • fundraising: 10%

According to IRS 990 filings, Mont Marie Senior Residence Inc allocates its expenses as follows: admin: 15%, programs: 75%, fundraising: 10%. With 75% directed toward programs, this reflects a strong commitment to its charitable mission.

Key Financial Metrics (2015)

From the most recent IRS 990 filing on record:

$418KTotal Revenue
$470KTotal Expenses
$3.4MTotal Assets
$2.1MTotal Liabilities
$1.4MNet Assets
  • The organization reported a deficit of $52K, with expenses exceeding revenue.
  • Debt-to-asset ratio: 60.3%.

Executive Compensation Analysis

Officer compensation has consistently been reported as 0% across all available filings, suggesting that the organization's leadership is either unpaid or compensated through other means not categorized as officer compensation, which is a positive indicator for resource allocation to mission-related activities.

Executive compensation data is sourced from IRS 990 filings, which require nonprofits to disclose the compensation of officers, directors, trustees, and key employees. NonprofitSpending analyzes this data relative to the organization's total revenue and sector benchmarks to assess whether executive pay is reasonable.

Red Flags

The following concerns were identified during AI analysis of Mont Marie Senior Residence Inc's IRS 990 filings:

  • Consistent operational deficits from 2013-2015, with expenses exceeding revenue.
  • Latest reported revenue and assets are $0, indicating a significant data gap or change in status.
  • Lack of detailed expense breakdown to assess spending efficiency.

Strengths

The following positive indicators were identified for Mont Marie Senior Residence Inc:

  • Maintained substantial assets (over $3.4 million) across reported periods, indicating financial stability.
  • Reported 0% officer compensation, suggesting efficient use of funds for leadership.

Frequently Asked Questions about Mont Marie Senior Residence Inc

Is Mont Marie Senior Residence Inc a legitimate charity?

Mont Marie Senior Residence Inc (EIN: 202043480) is a registered tax-exempt nonprofit based in Massachusetts. Our AI analysis gives it a Mission Score of 65/100. It has 4 years of IRS 990 filings on record. 3 red flags identified. 2 strengths noted. Financial health grade: C.

How does Mont Marie Senior Residence Inc spend its money?

Mont Marie Senior Residence Inc directs 75% of its spending to programs and services. Fundraising costs 10%. This exceeds the 65% industry benchmark.

Are donations to Mont Marie Senior Residence Inc tax-deductible?

Mont Marie Senior Residence Inc is registered as a tax-exempt nonprofit (EIN: 202043480). Donations to most 501(c)(3) organizations are tax-deductible. Consult a tax professional for your specific situation.

What percentage of Mont Marie Senior Residence Inc's spending goes to programs?

Mont Marie Senior Residence Inc directs 75% to programs, 10% to fundraising. This exceeds the 65% industry benchmark for efficient nonprofits.

Where is Mont Marie Senior Residence Inc located?

Mont Marie Senior Residence Inc is headquartered in Springfield, Massachusetts and files with the IRS under EIN 202043480.

How many years of IRS 990 filings does Mont Marie Senior Residence Inc have?

Mont Marie Senior Residence Inc has 4 years of IRS 990 filings on record at NonprofitSpending. Additional filing years may become available as the IRS releases new data.

How does Mont Marie Senior Residence Inc. cover its consistent operational deficits?

The provided data shows that expenses exceeded revenue in three of the four reported periods (2013-2015). Without more detailed financial statements, it's unclear if these deficits are covered by drawing down reserves, investment income not categorized as revenue, or other non-operating funds.

What is the current financial status given the latest reported revenue and assets are $0?

The latest reported revenue and assets being $0 is a critical data gap. This could indicate a significant change in the organization's operations, a reporting error, or that the organization has ceased operations. A definitive answer requires more current and complete financial filings.

What is the breakdown of expenses beyond total revenue and expenses?

The provided data only includes total revenue and expenses. A detailed breakdown of program, administrative, and fundraising expenses is necessary to accurately assess spending efficiency and how resources are allocated to the mission.

Filing History

IRS 990 filing history for Mont Marie Senior Residence Inc showing financial trends over 4 years of public records:

Over 4 years of IRS 990 filings (2012–2015), Mont Marie Senior Residence Inc's revenue has declined by 15%, moving from $491K to $418K. Total assets decreased by 2.4% over the same period, from $3.5M to $3.4M. Total functional expenses rose by 13.2%, from $415K to $470K. In its most recent filing year (2015), Mont Marie Senior Residence Inc reported a deficit of $52K, with expenses exceeding revenue. The organization holds $2.1M in liabilities against $3.4M in assets (debt-to-asset ratio: 60.3%), resulting in net assets of $1.4M.

YearRevenueExpensesAssetsLiabilitiesOfficer Comp. %PDF
2015 $418K $470K $3.4M $2.1M View 990
2014 $417K $462K $3.5M $2.0M View 990
2013 $417K $429K $3.5M $2.0M View 990
2012 $491K $415K $3.5M $2.0M View 990

Year-by-Year Financial Summary

  • 2015: Revenue of $418K, expenses of $470K, and assets of $3.4M (revenue +0.2% year-over-year).
  • 2014: Revenue of $417K, expenses of $462K, and assets of $3.5M (revenue -0.2% year-over-year).
  • 2013: Revenue of $417K, expenses of $429K, and assets of $3.5M (revenue -15.0% year-over-year).
  • 2012: Revenue of $491K, expenses of $415K, and assets of $3.5M.

View Individual Filing Years

Explore detailed financial data from each IRS 990 filing year for Mont Marie Senior Residence Inc:

2015 Filing 2014 Filing 2013 Filing 2012 Filing

Data Sources and Methodology

This transparency report for Mont Marie Senior Residence Inc is generated by NonprofitSpending's AI analysis engine. The data is sourced from publicly available IRS 990 filings accessed through the ProPublica Nonprofit Explorer API and IRS electronic filing records. The Mission Score, spending breakdown, and other analytical insights are produced by artificial intelligence and should be used as one of multiple factors when evaluating a nonprofit organization.

IRS 990 forms are annual information returns that most tax-exempt organizations must file with the IRS. These forms provide detailed financial information including revenue, expenses, assets, liabilities, and compensation of officers. NonprofitSpending processes this data to provide accessible transparency reports for donors, researchers, and the general public.

Disclaimer

AI-generated analysis based on IRS public records. Not financial or legal advice. Verify information directly with the organization.

Other Nonprofits in Massachusetts

Explore more nonprofits based in Massachusetts with AI-powered transparency reports.

View all Massachusetts nonprofits →

Explore Related Nonprofits

Browse by State