Civic Intelligence

Falmouth Masonic Trust

990 • Fiscal year 2014 • EIN 23-7167768

Sep 01, 2013 to Aug 31, 2014 • Filed on Nov 04, 2014

Organization Profile
PO Box 54502541

(508) 457-1714

Siviq Scores

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

Liabilities / Assets

38th percentile

0.00x

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

2014 filings • 501(c)10 • $1M-$5M nonprofits • Source year 2014

Liabilities / Revenue

38th percentile

0.00x

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

2014 filings • 501(c)10 • $1M-$5M nonprofits • Source year 2014

Net Margin

54th percentile

15%

Higher net margin than 54% of similar nonprofits.

2014 filings • 501(c)10 • $1M-$5M nonprofits • Source year 2014

Top Officer Pay

43rd percentile

$0

Higher top officer pay than 43% of similar nonprofits.

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

2014 filings • 501(c)10 • $1M-$5M nonprofits • Source year 2014

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2014

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2014

Balance Sheet
Liabilities / Assets38th percentile

Assets

$1,118,214

No earlier filing loaded for comparison.

Net Assets

$1,118,214

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue38th percentileNet Margin54th percentile

Revenue

$92,461

No earlier filing loaded for comparison.

Expenses

$78,492

No earlier filing loaded for comparison.

Net Income

$13,969

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$3.0M$2.0M$1.0M$0Assets 2014: $1,118,214Liabilities 2014: $0Net Assets 2014: $1,118,2142014Assets 2015: $1,114,020Liabilities 2015: $0Net Assets 2015: $1,114,0202015Assets 2016: $1,223,528Liabilities 2016: $0Net Assets 2016: $1,223,5282016Assets 2017: $1,383,626Liabilities 2017: $0Net Assets 2017: $1,383,6262017Assets 2018: $1,517,600Liabilities 2018: $0Net Assets 2018: $1,517,6002018Assets 2019: $1,484,931Liabilities 2019: $0Net Assets 2019: $1,484,9312019Assets 2020: $1,781,403Liabilities 2020: $0Net Assets 2020: $1,781,4032020Assets 2021: $2,156,067Liabilities 2021: $0Net Assets 2021: $2,156,0672021Assets 2022: $1,858,749Liabilities 2022: $0Net Assets 2022: $1,858,7492022Assets 2023: $2,107,503Liabilities 2023: $0Net Assets 2023: $2,107,5032023Assets 2024: $2,457,790Liabilities 2024: $0Net Assets 2024: $2,457,7902024Assets 2025: $2,760,868Liabilities 2025: $0Net Assets 2025: $2,760,8682025

Highlighted filing

2014

Assets$1,118,214
Liabilities$0
Net Assets$1,118,214
Open 2014 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$200K$100K$0-$100KRevenue 2014: $92,461Expenses 2014: $78,492Net Income 2014: $13,9692014Revenue 2015: $112,271Expenses 2015: $87,702Net Income 2015: $24,5692015Revenue 2016: $101,195Expenses 2016: $53,659Net Income 2016: $47,5362016Revenue 2017: $97,777Expenses 2017: $71,050Net Income 2017: $26,7272017Revenue 2018: $182,553Expenses 2018: $163,441Net Income 2018: $19,1122018Revenue 2019: $116,282Expenses 2019: $156,373Net Income 2019: -$40,0912019Revenue 2020: $104,624Expenses 2020: $78,916Net Income 2020: $25,7082020Revenue 2021: $142,231Expenses 2021: $84,717Net Income 2021: $57,5142021Revenue 2022: $124,964Expenses 2022: $74,460Net Income 2022: $50,5042022Revenue 2023: $102,257Expenses 2023: $65,121Net Income 2023: $37,1362023Revenue 2024: $135,383Expenses 2024: $96,504Net Income 2024: $38,8792024Revenue 2025: $143,405Expenses 2025: $68,687Net Income 2025: $74,7182025

Highlighted filing

2014

Revenue$92,461
Expenses$78,492
Net Income$13,969
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2013 to Aug 31, 2014
Signed
Nov 4, 2014
Return Version
2013v3.1
Gross Receipts
$142,461
Mission and Program Overview

Mission

The organization is a fraternal society. It provides charitable funds to promote the ideals of the organization, as well as provide scholarships to local area high school students.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$710,339$852,569▲ $142,230
Land, Buildings, and Equipment, Net$229,031$217,524▼ $11,507
Cash and Non-Interest-Bearing Accounts$35,266$48,121▲ $12,855
Total Assets$974,636$1,118,214▲ $143,578
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$726,248$824,308▲ $98,060
Temporarily Rstr Net Assets$248,388$293,906▲ $45,518
Total Net Assets Fund Balance$974,636$1,118,214▲ $143,578
Total Liabilities and Net Assets / Fund Balance$974,636$1,118,214▲ $143,578

Asset Categories

AssetBook ValueDepreciationBasis
Leasehold Improvements$201,454$270,258$471,712
Buildings$9,070$31,644$40,714
Land$7,000-$7,000
Compensation and Service Providers
Top Officer Pay43rd percentile

Board Members and Trustees

NameTitle
Richard R WenderothPresident
Craig R DerbyshireVice President
Arne GrepstadTrustee
Brian D BakerTrustee
James MorseTrustee
Michael D BailowTrustee
Ralph I SewallTrustee
James a MurrayClerk
James H TietjeTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$550
Program Service Revenue
$0
Investment Income
$19,762
Other Revenue
$72,149
All Other Contributions
$550
Change in Net Assets
$13,969
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$75,992
Grants and Similar Amounts Paid$2,500
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Occupancy-$26,642-$26,642
Conferences and Meetings$19,091--$19,091
Depreciation Depletion-$11,507-$11,507
Fees for Service Investment Mgmnt Fees$7,691--$7,691
Insurance$5,848--$5,848
Grants to Domestic Individuals$2,500--$2,500
Fees for Services Accounting-$1,665-$1,665
Other Expenses$690$426-$690
Office Expenses-$60-$60
Total Functional Expenses$35,820$42,672$0$78,492
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Federal income taxes-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Annual disclosure for covered persons
No
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11A

“The officers and trustees review the federal form 990 prior to filing with the internal revenue service.”

Form 990, Part VI, Section C, Line 19

“The organization will furnish a copy of their financial statements and/or tax return upon written request.”

Filing and Contact Details

Filer

EIN
23-7167768
Phone
5084571714

Signing Officer

Name
James H Tietje
Title
Treasurer
Phone
5084571714
Signed
2014-11-04
Discuss with paid preparer
Yes

Organization Details

Principal Officer
James R Franklin
Formed
1982
Legal Domicile
Ma
Voting Board Members
7
Independent Board Members
7
Employees
0
Volunteers
25

Preparer

Preparer
Edward T Heylin CPA
Phone
5085405386
Supplemental Narrative

Additional Explanations

Form 990, Part XI, Line 5

“The investments are recorded on the balance sheet at market value, therefore, unrealized gains for the fiscal year were 129,609.”

Raw XML Appendix351 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.

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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE OFFICERS AND TRUSTEES REVIEW THE FEDERAL FORM 990 PRIOR TO FILING WITH THE INTERNAL REVENUE SERVICE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION WILL FURNISH A COPY OF THEIR FINANCIAL STATEMENTS AND/OR TAX RETURN UPON WRITTEN REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE INVESTMENTS ARE RECORDED ON THE BALANCE SHEET AT MARKET VALUE, THEREFORE, UNREALIZED GAINS FOR THE FISCAL YEAR WERE 129,609.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section B, Line 11a
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IRS990/TemporarilyRstrNetAssetsGrp/EOYAmt0293906
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0974636
IRS990/TotalAssetsEOYAmt01118214
IRS990/TotalAssetsGrp/BOYAmt0974636
IRS990/TotalAssetsGrp/EOYAmt01118214
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0550
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt042672
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt035820
IRS990/TotalFunctionalExpensesGrp/TotalAmt078492
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0974636
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01118214
IRS990/TotalProgramServiceExpensesAmt035820
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt019714
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt092461
IRS990/TotalVolunteersCnt025
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0974636
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01118214
IRS990/TravelGrp/TotalAmt00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0726248
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0824308
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1043 DEXTER MILL DRIVE
IRS990/USAddress/City0TEATICKET
IRS990/USAddress/State0MA
IRS990/USAddress/ZIPCode002536
IRS990/VotingMembersGoverningBodyCnt07
IRS990/VotingMembersIndependentCnt07
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JAMES H TIETJE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum05084571714
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-11-04
ReturnHeader/Filer/BusinessName/BusinessNameLine10FALMOUTH MASONIC TRUST
ReturnHeader/Filer/BusinessNameControlTxt0FALM
ReturnHeader/Filer/EIN0237167768
ReturnHeader/Filer/PhoneNum05084571714
ReturnHeader/Filer/USAddress/AddressLine10PO BOX 545
ReturnHeader/Filer/USAddress/City0FALMOUTH
ReturnHeader/Filer/USAddress/State0MA
ReturnHeader/Filer/USAddress/ZIPCode002541
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10EDWARD T HEYLIN CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1019 FALMOUTH HEIGHTS ROAD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0FALMOUTH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode002540
ReturnHeader/PreparerPersonGrp/PhoneNum05085405386
ReturnHeader/PreparerPersonGrp/PreparationDt02014-11-04
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0EDWARD T HEYLIN CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02014-11-04T03:53:02-00:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02013-09-01
ReturnHeader/TaxPeriodEndDt02014-08-31
ReturnHeader/TaxYr02013

Document Assets

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Filings

Displayed year

2014 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,118,214
Liabilities
$0
Net assets
$1,118,214
Revenue
$92,461
Expenses
$78,492
Net income
$13,969
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.76$0.00$2.76$0.14$0.07$0.07
2024Detailed filing. Detailed filing data is available for this year.$2.46$0.00$2.46$0.14$0.10$0.04
2023Detailed filing. Detailed filing data is available for this year.$2.11$0.00$2.11$0.10$0.07$0.04
2022Detailed filing. Detailed filing data is available for this year.$1.86$0.00$1.86$0.12$0.07$0.05
2021Detailed filing. Detailed filing data is available for this year.$2.16$0.00$2.16$0.14$0.08$0.06
2020Detailed filing. Detailed filing data is available for this year.$1.78$0.00$1.78$0.10$0.08$0.03
2019Detailed filing. Detailed filing data is available for this year.$1.48$0.00$1.48$0.12$0.16$0.04
2018Detailed filing. Detailed filing data is available for this year.$1.52$0.00$1.52$0.18$0.16$0.02
2017Detailed filing. Detailed filing data is available for this year.$1.38$0.00$1.38$0.10$0.07$0.03
2016Detailed filing. Detailed filing data is available for this year.$1.22$0.00$1.22$0.10$0.05$0.05
2015Detailed filing. Detailed filing data is available for this year.$1.11$0.00$1.11$0.11$0.09$0.02
2014Detailed filing. Detailed filing data is available for this year.$1.12$0.00$1.12$0.09$0.08$0.01