Civic Intelligence

Falmouth Masonic Trust

990 • Fiscal year 2017 • EIN 23-7167768

Sep 01, 2016 to Aug 31, 2017 • Filed on Sep 25, 2017

Organization Profile
PO Box 545Falmouth, MA 02541

(508) 540-5386

Siviq Scores

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

Liabilities / Assets

43rd percentile

0.00x

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

2017 filings • 501(c)10 • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

43rd percentile

0.00x

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

2017 filings • 501(c)10 • $1M-$5M nonprofits • Source year 2017

Net Margin

65th percentile

27%

Higher net margin than 65% of similar nonprofits.

2017 filings • 501(c)10 • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

46th percentile

$0

Higher top officer pay than 46% of similar nonprofits.

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

2017 filings • 501(c)10 • $1M-$5M nonprofits • Source year 2017

Asset Growth

87th percentile

13%

Faster asset growth than 87% of similar nonprofits.

2017 filings • 501(c)10 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

35th percentile

-3.4%

Faster revenue growth than 35% of similar nonprofits.

2017 filings • 501(c)10 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets43rd percentile

Assets

Up

$1,383,626

Up $160,098 (+13%) from 2016

Net Assets

Up

$1,383,626

Up $160,098 (+13%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue43rd percentileNet Margin65th percentile

Revenue

Down

$97,777

Down $3,418 (-3.4%) from 2016

Expenses

Up

$71,050

Up $17,391 (+32%) from 2016

Net Income

Down

$26,727

Down $20,809 (-44%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth87th percentile

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

2017

Assets$1,383,626
Liabilities$0
Net Assets$1,383,626
Open 2017 Filing

Operations Trend

Revenue Growth35th percentile

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

2017

Revenue$97,777
Expenses$71,050
Net Income$26,727
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2016 to Aug 31, 2017
Signed
Sep 25, 2017
Return Version
2016v3.0
Gross Receipts
$117,514
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$963,393$1,108,062▲ $144,669
Land, Buildings, and Equipment, Net$194,765$183,362▼ $11,403
Cash and Non-Interest-Bearing Accounts$65,370$92,202▲ $26,832
Total Assets$1,223,528$1,383,626▲ $160,098
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$918,857$1,223,528▲ $304,671
Temporarily Rstr Net Assets$304,671$160,098▼ $144,573
Total Net Assets Fund Balance$1,223,528$1,383,626▲ $160,098
Total Liabilities and Net Assets / Fund Balance$1,223,528$1,383,626▲ $160,098

Asset Categories

AssetBook ValueDepreciationBasis
Leasehold Improvements$168,513$303,199$471,712
Buildings$7,849$32,865$40,714
Land$7,000-$7,000
Compensation and Service Providers
Top Officer Pay46th percentile

Board Members and Trustees

NameTitle
Arne GrepstadPresident
Craig R DerbyshireVice President
Brian D BakerTrustee
E Joel PetersonTrustee
James MorseTrustee
Michael D BailowTrustee
Ralph I SewallTrustee
James a MurrayClerk
James FranklinTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$250
Program Service Revenue
$0
Investment Income
$20,491
Other Revenue
$77,036
All Other Contributions
$250
Change in Net Assets
$26,727
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$68,550
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
Conferences and Meetings$21,333--$21,333
Occupancy-$13,749-$13,749
Depreciation Depletion-$11,403-$11,403
Fees for Service Investment Mgmnt Fees$9,444--$9,444
Insurance$6,367--$6,367
Grants to Domestic Individuals$2,500--$2,500
Fees for Services Accounting-$1,575-$1,575
Office Expenses-$1,267-$1,267
Other Expenses$1,079$464-$1,079
Total Functional Expenses$40,723$30,327$0$71,050
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 hte internal revenue service”

Form 990, Part VI, Section C, Line 19

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

Filing and Contact Details

Filer

Filer Name
Falmouth Masonic Trust
EIN
23-7167768
Phone
5085405386
Address
PO BOX 545, FALMOUTH, MA 02541

Signing Officer

Name
James Franklin
Title
Treasurer
Phone
5084571714
Signed
2017-09-25
Discuss with paid preparer
Yes

Organization Details

Principal Officer
James R Franklin
Formed
1982
Legal Domicile
Ma
Voting Board Members
9
Independent Board Members
9
Employees
0

Preparer

Firm
Edward T Heylin CPA
Address
19 FALMOUTH HEIGHTS ROAD, FALMOUTH, MA 02540
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 year were 133,371”

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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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IRS990ScheduleD/OtherSecuritiesGrp/Desc0Financial derivatives and other financial products
IRS990ScheduleD/OtherSecuritiesGrp/Desc1Closely-held equity interests
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0183362
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE OFFICERS AND TRUSTEES REVIEW THE FEDERAL FORM 990 PRIOR TO FILING WITH HTE INTERNAL REVENUE SERVICE
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION WILL FURNISH A COPY OF THEIR FINANCIAL STATMENTS 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 YEAR WERE 133,371
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section B, Line 11a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section C, Line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part XI, Line 5
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0MA
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TemporarilyRstrNetAssetsGrp/BOYAmt0304671
IRS990/TemporarilyRstrNetAssetsGrp/EOYAmt0160098
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt01223528
IRS990/TotalAssetsEOYAmt01383626
IRS990/TotalAssetsGrp/BOYAmt01223528
IRS990/TotalAssetsGrp/EOYAmt01383626
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0250
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt030327
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt040723
IRS990/TotalFunctionalExpensesGrp/TotalAmt071050
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01223528
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01383626
IRS990/TotalProgramServiceExpensesAmt040723
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt020953
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt097777
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01223528
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01383626
IRS990/TravelGrp/TotalAmt00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0918857
IRS990/UnrestrictedNetAssetsGrp/EOYAmt01223528
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt043 DEXTER MILL DRIVE
IRS990/USAddress/CityNm0TEATICKET
IRS990/USAddress/StateAbbreviationCd0MA
IRS990/USAddress/ZIPCd002536
IRS990/VotingMembersGoverningBodyCnt09
IRS990/VotingMembersIndependentCnt09
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JAMES FRANKLIN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum05084571714
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-09-25
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0FALMOUTH MASONIC TRUST
ReturnHeader/Filer/BusinessNameControlTxt0FALM
ReturnHeader/Filer/EIN0237167768
ReturnHeader/Filer/PhoneNum05085405386
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 545
ReturnHeader/Filer/USAddress/CityNm0FALMOUTH
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd002541
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId02BC587CF8541E6DD4722B12CD780668D8CC7BD72
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId02452FF311E5151D274630838C7092A9ED71CFABA
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt074.92.11.77
ReturnHeader/FilingSecurityInformation/IPDt02017-09-29
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ED
ReturnHeader/FilingSecurityInformation/IPTm016:50:04
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0EDWARD T HEYLIN CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt019 FALMOUTH HEIGHTS ROAD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0FALMOUTH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd002540
ReturnHeader/PreparerPersonGrp/PhoneNum05085405386
ReturnHeader/PreparerPersonGrp/PreparationDt02017-09-25
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0EDWARD T HEYLIN CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02017-09-25T01:33:14-00:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02016-09-01
ReturnHeader/TaxPeriodEndDt02017-08-31
ReturnHeader/TaxYr02016

Document Assets

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Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,383,626
Liabilities
$0
Net assets
$1,383,626
Revenue
$97,777
Expenses
$71,050
Net income
$26,727
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