Civic Intelligence

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

990EZ • Fiscal year 2019 • EIN 04-2280063

Sep 01, 2018 to Aug 31, 2019 • Filed on Jul 11, 2020

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.

2019 filings • 501(c)10 • <$500k nonprofits • Source year 2019

Liabilities / Revenue

60th percentile

0.00x

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

2019 filings • 501(c)10 • <$500k nonprofits • Source year 2019

Net Margin

20th percentile

-15%

Higher net margin than 20% of similar nonprofits.

2019 filings • 501(c)10 • <$500k nonprofits • Source year 2019

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2019 filings • 501(c)10 • <$500k nonprofits • Source year 2019

Asset Growth

36th percentile

-1.1%

Faster asset growth than 36% of similar nonprofits.

2019 filings • 501(c)10 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

14th percentile

-36%

Faster revenue growth than 14% of similar nonprofits.

2019 filings • 501(c)10 • <$500k nonprofits • Annualized from 2018 to 2019

Assets

Down

$192,827

Down $2,238 (-1.1%) from 2018

Net Assets

Down

$192,827

Down $2,238 (-1.1%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue

Down

$45,767

Down $25,229 (-36%) from 2018

Expenses

Down

$52,509

Down $19,920 (-28%) from 2018

Net Income

Down

-$6,742

Down $5,309 (-370%) from 2018

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

2019

Assets$192,827
Liabilities$0
Net Assets$192,827

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

2019

Revenue$45,767
Expenses$52,509
Net Income-$6,742
Jump To
Filing Snapshot
Filing Period
Sep 1, 2018 to Aug 31, 2019
Signed
Jul 11, 2020
Return Version
2018v3.2
Gross Receipts
$45,767
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
MICHAEL D WOLFETrustee-$0--
JOHN MONTANUSTrustee-$0--
THOMAS WATSONTrustee-$0--
DOUG MURPHYTrustee-$0--
FREDERICK H HUMPHREYSTrustee-$0--
PAUL BLASITrustee-$0--
WES LORDTrustee-$0--
DAVE KILLAMTrustee-$0--
MICHAEL D WOLFEPresident-$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
2020-07-11

Preparer

Firm
Jill a Watson CPA LLC
Address
220 BROADWAY SUITE 103, LYNNFIELD, MA 01940
Preparer
Jill a Watson CPA
Phone
7812998750
Supplemental Narrative

Additional Explanations

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

Description: dividends. Amount: 3,631. Total to form 990-ez, line 14: 49,971.

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

Description: interest. Amount: 4.

Form 990-ez, Part I, Line 14

Description: depreciation. Amount: 2,617. Description: other expenses. Amount: 47,354.

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

Description: office expenses. Amount: 212.

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

Description: unrealized gains/(losses). Amount: 4,504.

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

Description: other depreciable assets. Beg. Of year amount: 21,149. End of year amount: 18,529.

Raw XML Appendix171 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/BOYAmt0173916
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0174298
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/ExcessOrDeficitForYearAmt0-6742
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt02326
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0195065
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0192827
IRS990EZ/GrossReceiptsAmt045767
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InvestmentIncomeAmt03631
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0195065
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0192827
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0195065
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0192827
IRS990EZ/OccupancyRentUtltsAndMaintAmt049971
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt51.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt61.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt71.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt81.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt91.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt101.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt100
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt100
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/PersonNm0MICHAEL D WOLFE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JOHN MONTANUS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2THOMAS WATSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3DOUG MURPHY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4FREDERICK H HUMPHREYS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5PAUL BLASI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6WES LORD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7DAVE KILLAM
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8MICHAEL D WOLFE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9STEVE LANE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10MICHAEL 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/TitleTxt8PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt10SECRETARY
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherAssetsTotalDetail/BOYAmt021149
IRS990EZ/OtherAssetsTotalDetail/EOYAmt018529
IRS990EZ/OtherChangesInNetAssetsAmt04504
IRS990EZ/OtherExpensesTotalAmt0212
IRS990EZ/OtherRevenueTotalAmt04
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0MANAGE TRUST PROPERTY FOR THE PURPOSE OF PROVIDING OCCUPANCY FOR SIX MASONIC BODIES AND THEIR RESPECTIVE OFFICERS
IRS990EZ/ProgramServiceRevenueAmt042132
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/TotalExpensesAmt052509
IRS990EZ/TotalRevenueAmt045767
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0NONE
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: DIVIDENDS. AMOUNT: 3,631. TOTAL TO FORM 990-EZ, LINE 14: 49,971.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: INTEREST. AMOUNT: 4.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: DEPRECIATION. AMOUNT: 2,617. DESCRIPTION: OTHER EXPENSES. AMOUNT: 47,354.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DESCRIPTION: OFFICE EXPENSES. AMOUNT: 212.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4DESCRIPTION: UNREALIZED GAINS/(LOSSES). AMOUNT: 4,504.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5DESCRIPTION: OTHER DEPRECIABLE ASSETS. BEG. OF YEAR AMOUNT: 21,149. END OF YEAR AMOUNT: 18,529.
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/BuildTS02020-09-23 17:36:50Z
ReturnHeader/BusinessOfficerGrp/PersonNm0STEVE LANE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum07816659736
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-07-11
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/AtSubmissionCreationDeviceId0DA39A3EE5E6B4B0D3255BFEF95601890AFD80709
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId01B94D94402BCE7CA03ABF6C6701199C56719AB63
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt073.17.66.29
ReturnHeader/FilingSecurityInformation/IPDt02020-07-11
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ED
ReturnHeader/FilingSecurityInformation/IPTm009:50:12
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0815114011
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0JILL A WATSON CPA LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0220 BROADWAY SUITE 103
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LYNNFIELD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd001940
ReturnHeader/PreparerPersonGrp/PhoneNum07812998750
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JILL A WATSON CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02020-07-14T11:08:30-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-09-01
ReturnHeader/TaxPeriodEndDt02019-08-31
ReturnHeader/TaxYr02018

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Filings