Civic Intelligence

Master Wardens & Members of the Grand Lodge of Masons in Mass

990EZ • Fiscal year 2016 • EIN 04-2280063

Sep 01, 2015 to Aug 31, 2016 • Filed on Jan 17, 2017

326 Main StreetMelrose, MA 02176

(617) 515-7793

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

64th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2016 filings • 501(c)10 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

62nd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2016 filings • 501(c)10 • <$500k nonprofits • Source year 2016

Net Margin

72nd percentile

15%

Higher net margin than 72% of similar nonprofits.

2016 filings • 501(c)10 • <$500k nonprofits • Source year 2016

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2016 filings • 501(c)10 • <$500k nonprofits • Source year 2016

Asset Growth

75th percentile

5.6%

Faster asset growth than 75% of similar nonprofits.

2016 filings • 501(c)10 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

76th percentile

18%

Faster revenue growth than 76% of similar nonprofits.

2016 filings • 501(c)10 • <$500k nonprofits • Annualized from 2015 to 2016

Assets

Up

$202,741

Up $10,751 (+5.6%) from 2015

Net Assets

Up

$202,741

Up $15,751 (+8.4%) from 2015

Liabilities

Down

$0

Down $5,000 (-100%) from 2015

Revenue

Up

$73,058

Up $10,995 (+18%) from 2015

Expenses

Up

$62,354

Up $13,428 (+27%) from 2015

Net Income

Down

$10,704

Down $2,433 (-19%) from 2015

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$300K$200K$100K$0Assets 2010: $195,090Liabilities 2010: $0Net Assets 2010: $195,0902010Assets 2011: $160,202Liabilities 2011: $0Net Assets 2011: $160,2022011Assets 2012: $192,718Liabilities 2012: $11,500Net Assets 2012: $181,2182012Assets 2015: $191,990Liabilities 2015: $5,000Net Assets 2015: $186,9902015Assets 2016: $202,741Liabilities 2016: $0Net Assets 2016: $202,7412016Assets 2017: $196,444Liabilities 2017: $0Net Assets 2017: $196,4442017Assets 2018: $195,065Liabilities 2018: $0Net Assets 2018: $195,0652018Assets 2019: $192,827Liabilities 2019: $0Net Assets 2019: $192,8272019

Highlighted filing

2016

Assets$202,741
Liabilities$0
Net Assets$202,741

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$100K$50K$0-$50KExpenses 2010: $58,7602010Expenses 2011: $52,7992011Revenue 2012: $46,258Expenses 2012: $59,408Net Income 2012: -$13,1502012Revenue 2015: $62,063Expenses 2015: $48,926Net Income 2015: $13,1372015Revenue 2016: $73,058Expenses 2016: $62,354Net Income 2016: $10,7042016Revenue 2017: $57,551Expenses 2017: $71,848Net Income 2017: -$14,2972017Revenue 2018: $70,996Expenses 2018: $72,429Net Income 2018: -$1,4332018Revenue 2019: $45,767Expenses 2019: $52,509Net Income 2019: -$6,7422019

Highlighted filing

2016

Revenue$73,058
Expenses$62,354
Net Income$10,704
Jump To
Filing Snapshot
Filing Period
Sep 1, 2015 to Aug 31, 2016
Signed
Jan 17, 2017
Return Version
2015v3.0
Gross Receipts
$73,058
Mission and Program Overview

Mission

Manage trust property for the purpose of providing occupancy for six masonic bodies and their respective officers

Program Services

DescriptionGrantsExpenses
MANAGE TRUST PROPERTY FOR THE PURPOSE OF PROVIDING OCCUPANCY FOR SIX MASONIC BODIES AND THEIR RESPECTIVE OFFICERS$0$0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
PAUL RICCIARDITrustee-$0--
JOHN MONTANUSTrustee-$0--
THOMAS WATSONTrustee-$0--
JOE CACITrustee-$0--
FREDERICK H HUMPHREYSTrustee-$0--
LAURENCE A CRAIGTrustee-$0--
WES LORDTrustee-$0--
BRUCE PARKERTrustee-$0--
DAVE KILLAMTrustee-$0--
THOMAS WATSONPresident-$0--
NICHOLAS SOTERTreasurer-$0--
MICHAEL D WOLFESecretary-$0--
Filing and Contact Details

Filer

Filer Name
Melrose Masonic Charitable Trust
EIN
04-2280063
Phone
6175157793
Address
326 MAIN STREET, MELROSE, MA 02176

Signing Officer

Name
David J Killam
Title
President
Phone
6175157793
Signed
2017-01-17
Discuss with paid preparer
Yes

Preparer

Firm
S George Kokinos Pc
Address
220 BROADWAY SUITE 101, LYNNFIELD, MA 01940
Preparer
Jill a Watson CPA
Phone
7815847600
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 4 - Other Investment Income

Description: dividends. Amount: 2,799.

Form 990-ez, Part I, Line 8 - Other Revenue

Description: interest. Amount: 8.

Form 990-ez, Part I, Line 14

Description: depreciation. Amount: 2,617. Description: other expenses. Amount: 57,872. Total to form 990-ez, line 14: 60,489.

Form 990-ez, Part I, Line 16 - Other Expenses

Description: office expenses. Amount: 541.

Form 990-ez, Part I, Line 20 - Other Changes in Net Assets

Description: unrealized gains/(losses). Amount: 5,047.

Form 990-ez, Part II, Line 24 - Other Assets

Description: other depreciable assets. Beg. Of year amount: 29,000. End of year amount: 26,383.

Form 990-ez, Part II, Line 26 - Other Liabilities

Description: accounts payable and accrued expenses. Beg. Of year amount: 5,000. End of year amount: 0.

Raw XML Appendix175 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
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IRS990EZ/BooksInCareOfDetail/PersonNm0NICHOLAS SOTER
IRS990EZ/BooksInCareOfDetail/PhoneNum06172018407
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0326 MAIN ST
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0MELROSE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd002176
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0162990
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0176358
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
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IRS990EZ/InvestmentIncomeAmt02799
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MethodOfAccountingCashInd0X
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IRS990EZ/NetAssetsOrFundBalancesEOYAmt0202741
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0186990
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0202741
IRS990EZ/OccupancyRentUtltsAndMaintAmt060489
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt81.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt101.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt111.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt100
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt110
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt100
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt110
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt80
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt100
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt110
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0PAUL RICCIARDI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JOHN MONTANUS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2THOMAS WATSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3JOE CACI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4FREDERICK H HUMPHREYS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5LAURENCE A CRAIG
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6WES LORD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7BRUCE PARKER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8DAVE KILLAM
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9THOMAS WATSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10NICHOLAS SOTER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm11MICHAEL D WOLFE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt10TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt11SECRETARY
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherAssetsTotalDetail/BOYAmt029000
IRS990EZ/OtherAssetsTotalDetail/EOYAmt026383
IRS990EZ/OtherChangesInNetAssetsAmt05047
IRS990EZ/OtherExpensesTotalAmt0541
IRS990EZ/OtherRevenueTotalAmt08
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0MANAGE TRUST PROPERTY FOR THE PURPOSE OF PROVIDING OCCUPANCY FOR SIX MASONIC BODIES AND THEIR RESPECTIVE OFFICERS
IRS990EZ/ProgramServiceRevenueAmt068751
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0MANAGE TRUST PROPERTY FOR THE PURPOSE OF PROVIDING OCCUPANCY FOR SIX MASONIC BODIES AND THEIR RESPECTIVE OFFICERS
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt05000
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TotalExpensesAmt062354
IRS990EZ/TotalRevenueAmt073058
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0NONE
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: DIVIDENDS. AMOUNT: 2,799.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: INTEREST. AMOUNT: 8.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: DEPRECIATION. AMOUNT: 2,617. DESCRIPTION: OTHER EXPENSES. AMOUNT: 57,872. TOTAL TO FORM 990-EZ, LINE 14: 60,489.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DESCRIPTION: OFFICE EXPENSES. AMOUNT: 541.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4DESCRIPTION: UNREALIZED GAINS/(LOSSES). AMOUNT: 5,047.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5DESCRIPTION: OTHER DEPRECIABLE ASSETS. BEG. OF YEAR AMOUNT: 29,000. END OF YEAR AMOUNT: 26,383.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6DESCRIPTION: ACCOUNTS PAYABLE AND ACCRUED EXPENSES. BEG. OF YEAR AMOUNT: 5,000. END OF YEAR AMOUNT: 0.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 8 - OTHER REVENUE
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 14
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990-EZ, PART I, LINE 20 - OTHER CHANGES IN NET ASSETS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990-EZ, PART II, LINE 24 - OTHER ASSETS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990-EZ, PART II, LINE 26 - OTHER LIABILITIES
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0DAVID J KILLAM
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum06175157793
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-01-17
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MELROSE MASONIC CHARITABLE TRUST
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0LODGE OF MASONS IN MASS
ReturnHeader/Filer/BusinessNameControlTxt0MELR
ReturnHeader/Filer/EIN0042280063
ReturnHeader/Filer/PhoneNum06175157793
ReturnHeader/Filer/USAddress/AddressLine1Txt0326 MAIN STREET
ReturnHeader/Filer/USAddress/CityNm0MELROSE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd002176
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0043178275
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0S GEORGE KOKINOS PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0220 BROADWAY SUITE 101
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LYNNFIELD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd001940
ReturnHeader/PreparerPersonGrp/PhoneNum07815847600
ReturnHeader/PreparerPersonGrp/PreparationDt02017-01-17
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JILL A WATSON CPA
ReturnHeader/ReturnTs02017-01-16T00:00:00-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-09-01
ReturnHeader/TaxPeriodEndDt02016-08-31
ReturnHeader/TaxYr02015

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Filings