Civic Intelligence

Falmouth Masonic Trust

990 • Fiscal year 2023 • EIN 23-7167768

Sep 01, 2022 to Aug 31, 2023 • Filed on Nov 08, 2023

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

50th percentile

0.00x

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

2023 filings • 501(c)10 • $1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

50th percentile

0.00x

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

2023 filings • 501(c)10 • $1M-$5M nonprofits • Source year 2023

Net Margin

78th percentile

36%

Higher net margin than 78% of similar nonprofits.

2023 filings • 501(c)10 • $1M-$5M nonprofits • Source year 2023

Top Officer Pay

51st percentile

$0

Higher top officer pay than 51% of similar nonprofits.

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

2023 filings • 501(c)10 • $1M-$5M nonprofits • Source year 2023

Asset Growth

87th percentile

13%

Faster asset growth than 87% of similar nonprofits.

2023 filings • 501(c)10 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Revenue Growth

31st percentile

-18%

Faster revenue growth than 31% of similar nonprofits.

2023 filings • 501(c)10 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets50th percentile

Assets

Up

$2,107,503

Up $248,754 (+13%) from 2022

Net Assets

Up

$2,107,503

Up $248,754 (+13%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue50th percentileNet Margin78th percentile

Revenue

Down

$102,257

Down $22,707 (-18%) from 2022

Expenses

Down

$65,121

Down $9,339 (-13%) from 2022

Net Income

Down

$37,136

Down $13,368 (-26%) from 2022

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

2023

Assets$2,107,503
Liabilities$0
Net Assets$2,107,503
Open 2023 Filing

Operations Trend

Revenue Growth31st 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

2023

Revenue$102,257
Expenses$65,121
Net Income$37,136
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2022 to Aug 31, 2023
Signed
Nov 8, 2023
Return Version
2022v5.0
Gross Receipts
$157,087
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$1,609,057$1,828,038▲ $218,981
Land, Buildings, and Equipment, Net$221,179$209,358▼ $11,821
Cash and Non-Interest-Bearing Accounts$28,513$70,107▲ $41,594
Total Assets$1,858,749$2,107,503▲ $248,754
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,858,749$2,107,503▲ $248,754
Total Net Assets Fund Balance$1,858,749$2,107,503▲ $248,754
Total Liabilities and Net Assets / Fund Balance$1,858,749$2,107,503▲ $248,754

Asset Categories

AssetBook ValueDepreciationBasis
Leasehold Improvements$196,951$366,496$563,447
Buildings$5,407$35,307$40,714
Land$7,000-$7,000
Compensation and Service Providers
Top Officer Pay51st percentile

Board Members and Trustees

NameTitle
Richard WenderothPresident
Brian BakerTrustee
Daniel PigottTrustee
James MorseTrustee
James TietjeTrustee
Jeramie HammondTrustee
Michael BailowTrustee
Ralph BartlettTrustee
James FranklinTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$22,357
Other Revenue
$79,900
Change in Net Assets
$37,136
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$65,121
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Service Investment Mgmnt Fees$15,293--$15,293
Depreciation Depletion-$11,821-$11,821
Other Expenses$10,000$475-$10,000
Occupancy$9,801--$9,801
Insurance$7,450--$7,450
Conferences and Meetings$2,250--$2,250
Fees for Services Accounting-$1,320-$1,320
Office Expenses$896--$896
Total Functional Expenses$51,505$13,616$0$65,121
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
No
Annual disclosure for covered persons
No
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 R Franklin
Title
Treasurer
Phone
5085405386
Signed
2023-11-08
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
100 DILLINGHAM AVENUE UNIT B112, 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 211,618”

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 YEAR WERE 211,618
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IRS990/StatesWhereCopyOfReturnIsFldCd0MA
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt01858749
IRS990/TotalAssetsEOYAmt02107503
IRS990/TotalAssetsGrp/BOYAmt01858749
IRS990/TotalAssetsGrp/EOYAmt02107503
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt013616
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt051505
IRS990/TotalFunctionalExpensesGrp/TotalAmt065121
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IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt02107503
IRS990/TotalProgramServiceExpensesAmt051505
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt031550
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0102257
IRS990/TotalVolunteersCnt025
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01858749
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt02107503
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
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ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JAMES R FRANKLIN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum05085405386
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-11-08
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
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ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0823010616
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CLAUDIA J CONNELL EA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0100 DILLINGHAM AVENUE UNIT B112
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0FALMOUTH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd002540
ReturnHeader/PreparerPersonGrp/PhoneNum05085405386
ReturnHeader/PreparerPersonGrp/PreparationDt02023-11-08
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CLAUDIA J CONNELL EA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02023-11-08T01:40:37-00:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JAMES
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0FRANKLIN
ReturnHeader/TaxPeriodBeginDt02022-09-01
ReturnHeader/TaxPeriodEndDt02023-08-31
ReturnHeader/TaxYr02022

Document Assets

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Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,107,503
Liabilities
$0
Net assets
$2,107,503
Revenue
$102,257
Expenses
$65,121
Net income
$37,136
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