Civic Intelligence

Falmouth Masonic Trust

990 • Fiscal year 2021 • EIN 23-7167768

Sep 01, 2020 to Aug 31, 2021 • Filed on Nov 04, 2021

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

46th percentile

0.00x

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

2021 filings • 501(c)10 • $1M-$5M nonprofits • Source year 2021

Liabilities / Revenue

46th percentile

0.00x

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

2021 filings • 501(c)10 • $1M-$5M nonprofits • Source year 2021

Net Margin

60th percentile

40%

Higher net margin than 60% of similar nonprofits.

2021 filings • 501(c)10 • $1M-$5M nonprofits • Source year 2021

Top Officer Pay

50th percentile

$0

Higher top officer pay than 50% of similar nonprofits.

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

2021 filings • 501(c)10 • $1M-$5M nonprofits • Source year 2021

Asset Growth

84th percentile

21%

Faster asset growth than 84% of similar nonprofits.

2021 filings • 501(c)10 • $1M-$5M nonprofits • Annualized from 2020 to 2021

Revenue Growth

54th percentile

36%

Faster revenue growth than 54% of similar nonprofits.

2021 filings • 501(c)10 • $1M-$5M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets46th percentile

Assets

Up

$2,156,067

Up $374,664 (+21%) from 2020

Net Assets

Up

$2,156,067

Up $374,664 (+21%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue46th percentileNet Margin60th percentile

Revenue

Up

$142,231

Up $37,607 (+36%) from 2020

Expenses

Up

$84,717

Up $5,801 (+7.4%) from 2020

Net Income

Up

$57,514

Up $31,806 (+124%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth84th 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

2021

Assets$2,156,067
Liabilities$0
Net Assets$2,156,067
Open 2021 Filing

Operations Trend

Revenue Growth54th 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

2021

Revenue$142,231
Expenses$84,717
Net Income$57,514
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2020 to Aug 31, 2021
Signed
Nov 4, 2021
Return Version
2020v4.1
Gross Receipts
$158,596
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$1,581,986$1,942,874▲ $360,888
Land, Buildings, and Equipment, Net$150,128$139,882▼ $10,246
Cash and Non-Interest-Bearing Accounts$49,289$73,311▲ $24,022
Total Assets$1,781,403$2,156,067▲ $374,664
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,484,931$1,781,403▲ $296,472
Net Assets With Donor Restrictions$296,472$374,664▲ $78,192
Total Net Assets Fund Balance$1,781,403$2,156,067▲ $374,664
Total Liabilities and Net Assets / Fund Balance$1,781,403$2,156,067▲ $374,664

Asset Categories

AssetBook ValueDepreciationBasis
Leasehold Improvements$126,661$345,051$471,712
Buildings$6,221$34,493$40,714
Land$7,000-$7,000
Compensation and Service Providers
Top Officer Pay50th percentile

Board Members and Trustees

NameTitle
Richard WenderothPresident
Craig R DerbyshireVice President
-Trustee
Arne GrepstadTrustee
Brian BakerTrustee
Daniel J G PigottTrustee
James MorseTrustee
James TietjeTrustee
Jeramie D HammondTrustee
Michael D BailowTrustee
Ralph H BartlettTrustee
James a MurrayClerk
James FranklinTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$64,689
Other Revenue
$77,542
Change in Net Assets
$57,514
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$82,217
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-$21,794-$21,794
Fees for Service Investment Mgmnt Fees$15,950--$15,950
Conferences and Meetings$14,500--$14,500
Depreciation Depletion-$10,246-$10,246
Insurance$7,142--$7,142
Office Expenses-$5,480-$5,480
Grants to Domestic Individuals$2,500--$2,500
Fees for Services Accounting-$2,115-$2,115
Other Expenses$851$568-$851
Total Functional Expenses$40,943$43,774$0$84,717
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 35% controlled entity
No
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
2021-11-04
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
Volunteers
25

Preparer

Firm
Claudia J Connell Ea
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 332,235”

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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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IRS990/PYInvestmentIncomeAmt028205
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt076416
IRS990/PYOtherRevenueAmt071612
IRS990/PYRevenuesLessExpensesAmt025708
IRS990/PYTotalExpensesAmt078916
IRS990/PYTotalRevenueAmt0104624
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt057514
IRS990/RegularMonitoringEnfrcInd0false
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RentalIncomeOrLossGrp/RealAmt077542
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/BuildingsGrp/BookValueAmt06221
IRS990ScheduleD/BuildingsGrp/DepreciationAmt034493
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt040714
IRS990ScheduleD/InclEscrowCustodialAcctLiabInd0false
IRS990ScheduleD/LandGrp/BookValueAmt07000
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt07000
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt0126661
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt0345051
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt0471712
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0Federal income taxes
IRS990ScheduleD/OtherSecuritiesGrp/Desc0Financial derivatives and other financial products
IRS990ScheduleD/OtherSecuritiesGrp/Desc1Closely-held equity interests
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0139882
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
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 332,235
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/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt01781403
IRS990/TotalAssetsEOYAmt02156067
IRS990/TotalAssetsGrp/BOYAmt01781403
IRS990/TotalAssetsGrp/EOYAmt02156067
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt043774
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt040943
IRS990/TotalFunctionalExpensesGrp/TotalAmt084717
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01781403
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt02156067
IRS990/TotalProgramServiceExpensesAmt040943
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt049604
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0142231
IRS990/TotalVolunteersCnt025
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01781403
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt02156067
IRS990/TravelGrp/TotalAmt00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt043 DEXTER MILL DRIVE
IRS990/USAddress/CityNm0TEATICKET
IRS990/USAddress/StateAbbreviationCd0MA
IRS990/USAddress/ZIPCd002536
IRS990/VotingMembersGoverningBodyCnt09
IRS990/VotingMembersIndependentCnt09
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JAMES FRANKLIN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum05084571714
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-11-04
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/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CLAUDIA J CONNELL EA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt019 FALMOUTH HEIGHTS ROAD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0FALMOUTH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd002540
ReturnHeader/PreparerPersonGrp/PhoneNum05085405386
ReturnHeader/PreparerPersonGrp/PreparationDt02021-11-04
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CLAUDIA J CONNELL EA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02021-11-04T11:03:03-00:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JAMES
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0FRANKLIN
ReturnHeader/TaxPeriodBeginDt02020-09-01
ReturnHeader/TaxPeriodEndDt02021-08-31
ReturnHeader/TaxYr02020

Document Assets

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Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,156,067
Liabilities
$0
Net assets
$2,156,067
Revenue
$142,231
Expenses
$84,717
Net income
$57,514
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