Civic Intelligence

Falmouth Masonic Trust

990 • Fiscal year 2018 • EIN 23-7167768

Sep 01, 2017 to Aug 31, 2018 • Filed on Nov 28, 2018

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

42nd percentile

0.00x

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

2018 filings • 501(c)10 • $1M-$5M nonprofits • Source year 2018

Liabilities / Revenue

42nd percentile

0.00x

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

2018 filings • 501(c)10 • $1M-$5M nonprofits • Source year 2018

Net Margin

50th percentile

10%

Higher net margin than 50% of similar nonprofits.

2018 filings • 501(c)10 • $1M-$5M nonprofits • Source year 2018

Top Officer Pay

45th percentile

$0

Higher top officer pay than 45% of similar nonprofits.

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

2018 filings • 501(c)10 • $1M-$5M nonprofits • Source year 2018

Asset Growth

92nd percentile

9.7%

Faster asset growth than 92% of similar nonprofits.

2018 filings • 501(c)10 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Revenue Growth

91st percentile

87%

Faster revenue growth than 91% of similar nonprofits.

2018 filings • 501(c)10 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets42nd percentile

Assets

Up

$1,517,600

Up $133,974 (+9.7%) from 2017

Net Assets

Up

$1,517,600

Up $133,974 (+9.7%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue42nd percentileNet Margin50th percentile

Revenue

Up

$182,553

Up $84,776 (+87%) from 2017

Expenses

Up

$163,441

Up $92,391 (+130%) from 2017

Net Income

Down

$19,112

Down $7,615 (-28%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth92nd 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

2018

Assets$1,517,600
Liabilities$0
Net Assets$1,517,600
Open 2018 Filing

Operations Trend

Revenue Growth91st 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

2018

Revenue$182,553
Expenses$163,441
Net Income$19,112
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2017 to Aug 31, 2018
Signed
Nov 28, 2018
Return Version
2017v2.3
Gross Receipts
$265,490
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$1,108,062$1,267,502▲ $159,440
Land, Buildings, and Equipment, Net$183,362$172,036▼ $11,326
Cash and Non-Interest-Bearing Accounts$92,202$78,062▼ $14,140
Total Assets$1,383,626$1,517,600▲ $133,974
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$1,223,528$1,383,626▲ $160,098
Temporarily Rstr Net Assets$160,098$133,974▼ $26,124
Total Net Assets Fund Balance$1,383,626$1,517,600▲ $133,974
Total Liabilities and Net Assets / Fund Balance$1,383,626$1,517,600▲ $133,974

Asset Categories

AssetBook ValueDepreciationBasis
Leasehold Improvements$157,594$314,118$471,712
Buildings$7,442$33,272$40,714
Land$7,000-$7,000
Compensation and Service Providers
Top Officer Pay45th 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
$375
Program Service Revenue
$0
Investment Income
$105,498
Other Revenue
$76,680
All Other Contributions
$375
Change in Net Assets
$19,112
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$160,941
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-$105,736-$105,736
Conferences and Meetings$20,919--$20,919
Depreciation Depletion-$11,326-$11,326
Fees for Service Investment Mgmnt Fees$10,919--$10,919
Insurance$6,214--$6,214
Grants to Domestic Individuals$2,500--$2,500
Fees for Services Accounting-$1,500-$1,500
Other Expenses$861$476-$861
Office Expenses-$45-$45
Total Functional Expenses$41,413$122,028$0$163,441
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

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
2018-11-28
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
Claudia J Connell Ea
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 114,862”

Raw XML Appendix357 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 YEAR WERE 114,862
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
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ReturnHeader/BusinessOfficerGrp/PersonNm0JAMES FRANKLIN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum05084571714
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-11-28
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0FALMOUTH MASONIC TRUST
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ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt074.92.11.77
ReturnHeader/FilingSecurityInformation/IPDt02018-11-30
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ES
ReturnHeader/FilingSecurityInformation/IPTm017:21:00
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0EDWARD T HEYLIN CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt019 FALMOUTH HEIGHTS ROAD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0FALMOUTH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
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ReturnHeader/PreparerPersonGrp/PhoneNum05085405386
ReturnHeader/PreparerPersonGrp/PreparationDt02018-11-28
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CLAUDIA J CONNELL EA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02018-11-28T10:20:28-00:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02017-09-01
ReturnHeader/TaxPeriodEndDt02018-08-31
ReturnHeader/TaxYr02017

Document Assets

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Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,517,600
Liabilities
$0
Net assets
$1,517,600
Revenue
$182,553
Expenses
$163,441
Net income
$19,112
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