Civic Intelligence

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

990EZ • Fiscal year 2017 • EIN 04-2280063

Sep 01, 2016 to Aug 31, 2017 • Filed on Jul 16, 2018

326 Main StreetMelrose, MA 02176

(781) 665-9736

Siviq Scores

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

Liabilities / Assets

62nd percentile

0.00x

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

2017 filings • 501(c)10 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

60th percentile

0.00x

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

2017 filings • 501(c)10 • <$500k nonprofits • Source year 2017

Net Margin

15th percentile

-25%

Higher net margin than 15% of similar nonprofits.

2017 filings • 501(c)10 • <$500k nonprofits • Source year 2017

Top Officer Pay

79th percentile

$0

Higher top officer pay than 79% of similar nonprofits.

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

2017 filings • 501(c)10 • <$500k nonprofits • Source year 2017

Asset Growth

26th percentile

-3.1%

Faster asset growth than 26% of similar nonprofits.

2017 filings • 501(c)10 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

22nd percentile

-21%

Faster revenue growth than 22% of similar nonprofits.

2017 filings • 501(c)10 • <$500k nonprofits • Annualized from 2016 to 2017

Assets

Down

$196,444

Down $6,297 (-3.1%) from 2016

Net Assets

Down

$196,444

Down $6,297 (-3.1%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue

Down

$57,551

Down $15,507 (-21%) from 2016

Expenses

Up

$71,848

Up $9,494 (+15%) from 2016

Net Income

Down

-$14,297

Down $25,001 (-234%) from 2016

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

2017

Assets$196,444
Liabilities$0
Net Assets$196,444

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

2017

Revenue$57,551
Expenses$71,848
Net Income-$14,297
Jump To
Filing Snapshot
Filing Period
Sep 1, 2016 to Aug 31, 2017
Signed
Jul 16, 2018
Return Version
2016v3.0
Gross Receipts
$57,551
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--
STEVE LANETreasurer-$0--
MICHAEL D WOLFESecretary-$0--
Filing and Contact Details

Filer

Filer Name
Melrose Masonic Charitable Trust
EIN
04-2280063
Phone
7816659736
Address
326 MAIN STREET, MELROSE, MA 02176

Signing Officer

Name
Steve Lane
Title
Treasurer
Phone
7816659736
Signed
2018-07-16

Preparer

Firm
Jill a Watson CPA LLC
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: 2,200.

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: 66,171. Total to form 990-ez, line 14: 68,788.

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

Description: office expenses. Amount: 1,015.

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

Description: unrealized gains/(losses). Amount: 8,000.

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

Description: other depreciable assets. Beg. Of year amount: 26,383. End of year amount: 23,766.

Raw XML Appendix179 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
IRS990EZ/ActivitiesNotPreviouslyRptInd00
IRS990EZ/BooksInCareOfDetail/PersonNm0STEVE LANE
IRS990EZ/BooksInCareOfDetail/PhoneNum07816659736
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0326 MAIN ST
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0MELROSE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd002176
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0176358
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0172678
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/ContributionsGiftsGrantsEtcAmt0775
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/ExcessOrDeficitForYearAmt0-14297
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IRS990EZ/GrossReceiptsAmt057551
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartIVInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InvestmentIncomeAmt02200
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0202741
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0196444
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0202741
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0196444
IRS990EZ/OccupancyRentUtltsAndMaintAmt068788
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt91.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt111.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt100
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt110
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt100
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt110
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt90
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/PersonNm10STEVE LANE
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/BOYAmt026383
IRS990EZ/OtherAssetsTotalDetail/EOYAmt023766
IRS990EZ/OtherChangesInNetAssetsAmt08000
IRS990EZ/OtherExpensesTotalAmt01015
IRS990EZ/OtherRevenueTotalAmt08
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0MANAGE TRUST PROPERTY FOR THE PURPOSE OF PROVIDING OCCUPANCY FOR SIX MASONIC BODIES AND THEIR RESPECTIVE OFFICERS
IRS990EZ/ProgramServiceRevenueAmt054568
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/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TotalExpensesAmt071848
IRS990EZ/TotalRevenueAmt057551
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0NONE
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: DIVIDENDS. AMOUNT: 2,200.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: INTEREST. AMOUNT: 8.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: DEPRECIATION. AMOUNT: 2,617. DESCRIPTION: OTHER EXPENSES. AMOUNT: 66,171. TOTAL TO FORM 990-EZ, LINE 14: 68,788.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DESCRIPTION: OFFICE EXPENSES. AMOUNT: 1,015.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4DESCRIPTION: UNREALIZED GAINS/(LOSSES). AMOUNT: 8,000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5DESCRIPTION: OTHER DEPRECIABLE ASSETS. BEG. OF YEAR AMOUNT: 26,383. END OF YEAR AMOUNT: 23,766.
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
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/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/PersonNm0STEVE LANE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum07816659736
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-07-16
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MELROSE MASONIC CHARITABLE TRUST
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0LODGE OF MASONS IN MASS
ReturnHeader/Filer/BusinessNameControlTxt0MELR
ReturnHeader/Filer/EIN0042280063
ReturnHeader/Filer/PhoneNum07816659736
ReturnHeader/Filer/USAddress/AddressLine1Txt0326 MAIN STREET
ReturnHeader/Filer/USAddress/CityNm0MELROSE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd002176
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0A1FE3AB0D23B452AE2F182B03DD00917367EB5C9
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId00BF8127D6FEB99266F541D98B99A82767F08C80F
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt024.61.159.119
ReturnHeader/FilingSecurityInformation/IPDt02018-07-16
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ED
ReturnHeader/FilingSecurityInformation/IPTm020:39:08
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0815114011
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0JILL A WATSON CPA LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0220 BROADWAY SUITE 101
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LYNNFIELD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd001940
ReturnHeader/PreparerPersonGrp/PhoneNum07815847600
ReturnHeader/PreparerPersonGrp/PreparationDt02018-07-16
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JILL A WATSON CPA
ReturnHeader/ReturnTs02018-07-16T21:38:59-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-09-01
ReturnHeader/TaxPeriodEndDt02017-08-31
ReturnHeader/TaxYr02016

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Filings