Civic Intelligence

Ancient Free & Accepted Masons of Montana

EIN 23-7537128 • 501(c)10 • Bozeman, MT

990-N Coverage

Profile

Maintaining a fraternal lodge system, community support.

1201 Highland BlvdBozeman, MT 59715

www.montanafreemasons.org/HEADWATERS/OFFMT

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

73rd percentile

0.00x

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

501(c)10 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

74th percentile

0.00x

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

501(c)10 • <$500k nonprofits • Source year 2017

Net Margin

54th percentile

6.3%

Higher net margin than 54% of similar nonprofits.

501(c)10 • <$500k nonprofits • Source year 2017

Top Officer Pay

85th percentile

$0

Higher top officer pay than 85% of similar nonprofits.

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

501(c)10 • <$500k nonprofits • Source year 2017

Asset Growth

Score unavailable

No value available

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

Source year 2017

Revenue Growth

Score unavailable

No value available

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

Source year 2017

Assets

$21,108

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Net Assets

$21,108

No earlier filing loaded for comparison.

Revenue

$176,301

No earlier filing loaded for comparison.

Expenses

$165,129

No earlier filing loaded for comparison.

Net Income

$11,172

No earlier filing loaded for comparison.

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$30K$20K$10K$0Assets 2017: $21,108Liabilities 2017: $0Net Assets 2017: $21,1082017

Highlighted filing

2017

Assets$21,108
Liabilities$0
Net Assets$21,108

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$200K$150K$100K$50K$0Revenue 2017: $176,301Expenses 2017: $165,129Net Income 2017: $11,1722017

Highlighted filing

2017

Revenue$176,301
Expenses$165,129
Net Income$11,172

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2017Detailed filing. Detailed filing data is available for this year.$0.21$0.00$0.21$1.76$1.65$0.11
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Mar 1, 2018
Return Version
2017v2.2
Gross Receipts
$179,301
Mission and Program Overview

Mission

Maintaining a fraternal lodge system, community support.

Program Services

DescriptionGrantsExpenses
MAINTAINING THE FRATERNAL LODGE, SUPPORTING THE COMMUNITY.$0$162,538
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
FRED L BLACKWELLWorshipful Master-$0--
FRED R FLINTSenior Warden-$0--
BERT L TODDImmediate Past Master-$0--
WAYNE D GIBSONSecretary-$0--
Filing and Contact Details

Filer

Filer Name
Ancient Free & Accepted Masons of
EIN
23-7537128
Phone
4065862579
Address
1201 HIGHLAND BLVD, BOZEMAN, MT 59715

Signing Officer

Name
Wayne Gibson
Title
Secretary
Phone
4065862579
Signed
2018-03-01
Discuss with paid preparer
Yes

Preparer

Firm
Wipfli Llp
Address
777 EAST MAIN SUITE 201, BOZEMAN, MT 59715
Preparer
Patrick F Ellis
Phone
4065862386
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 4 - Rental Income

Kind and location of property: lodge rental, 200 broadway st, pony, mt 59747. Amount: 640.

Form 990-ez, Part I, Line 8 - Other Revenue

Description: interest income. Amount: 4.

Form 990-ez, Part I, Line 10 - Payments to Affiliates

Affiliate name: grand lodge of montana. Affiliate address: po box 1158 helena, mt 59624. Purpose of payment: dues. Amount of payment: 972.

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

Activity classification: . Grantee name: harrison high school. Grantee address: 120 harrison st harrison, mt 59735. Date of gift: 12/26/17. Amount given: 81,275.

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

Activity classification: . Grantee name: pony homecoming club. Grantee address: po box 654 pony, mt 59747. Date of gift: 12/26/17. Amount given: 65,000.

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

Activity classification: . Grantee name: vfw post 3831. Grantee address: 108 broadway st pony, mt 59747. Date of gift: 12/26/17. Amount given: 5,000.

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

Activity classification: . Grantee name: bannack historic lodge 3-7-77. Grantee address: 3214 augusta drive bozeman, mt 59715. Date of gift: 12/26/17. Amount given: 5,000.

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

Activity classification: . Grantee name: tough enough to wear pink. Grantee address: po box 18085 missoula, mt 59808. Date of gift: 12/26/17. Amount given: 5,000.

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

Activity classification: . Grantee name: whitworth university. Grantee address: 3000 w hawthorne rd spokane, wa 99251. Date of gift: 01/23/17. Amount given: 750.

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

Activity classification: . Grantee name: montana tech university. Grantee address: 1300 w park street butte, mt 59701. Date of gift: 06/16/17. Amount given: 275. Total included on form 990-ez, line 10: 162,300.

Form 990-ez, Part I, Line 16 - Other Expenses

Description: lodge supplies. Amount: 140. Description: memorial wall. Amount: 73. Description: safe deposit box. Amount: 20. Description: bank fee. Amount: 5. Description: insurance. Amount: 759. Description: utilities. Amount: 860. Total to form 990-ez, line 16: 1,857.

Raw XML Appendix143 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.

Path#Value
IRS990EZ/ActivitiesNotPreviouslyRptInd00
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0WAYNE GIBSON
IRS990EZ/BooksInCareOfDetail/PhoneNum04065862579
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt01201 HIGHLAND BLVD
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0BOZEMAN
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MT
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd059715
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt06936
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt021108
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/ContributionsGiftsGrantsEtcAmt0250
IRS990EZ/CostOrOtherBasisExpenseSaleAmt03000
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/ExcessOrDeficitForYearAmt011172
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
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IRS990EZ/GainOrLossFromSaleOfAssetsAmt0174844
IRS990EZ/GrantsAndSimilarAmountsPaidAmt0163272
IRS990EZ/GrossReceiptsAmt0179301
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InvestmentIncomeAmt0640
IRS990EZ/LandAndBuildingsGrp/BOYAmt03000
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MembershipDuesAmt0563
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt09936
IRS990EZ/NetAssetsOrFundBalancesEOYAmt021108
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt09936
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt021108
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt22.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt32.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0FRED L BLACKWELL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1FRED R FLINT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2BERT L TODD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3WAYNE D GIBSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0WORSHIPFUL MASTER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1SENIOR WARDEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2IMMEDIATE PAST MASTER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt01857
IRS990EZ/OtherRevenueTotalAmt04
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0MAINTAINING A FRATERNAL LODGE SYSTEM, COMMUNITY SUPPORT.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0MAINTAINING THE FRATERNAL LODGE, SUPPORTING THE COMMUNITY.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt0162538
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/SaleOfAssetsGrossAmt0177844
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TotalExpensesAmt0165129
IRS990EZ/TotalProgramServiceExpensesAmt0162538
IRS990EZ/TotalRevenueAmt0176301
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.MONTANAFREEMASONS.ORG/HEADWATERS/OFFMT
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0KIND AND LOCATION OF PROPERTY: LODGE RENTAL, 200 BROADWAY ST, PONY, MT 59747. AMOUNT: 640.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: INTEREST INCOME. AMOUNT: 4.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2AFFILIATE NAME: GRAND LODGE OF MONTANA. AFFILIATE ADDRESS: PO BOX 1158 HELENA, MT 59624. PURPOSE OF PAYMENT: DUES. AMOUNT OF PAYMENT: 972.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ACTIVITY CLASSIFICATION: . GRANTEE NAME: HARRISON HIGH SCHOOL. GRANTEE ADDRESS: 120 HARRISON ST HARRISON, MT 59735. DATE OF GIFT: 12/26/17. AMOUNT GIVEN: 81,275.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4ACTIVITY CLASSIFICATION: . GRANTEE NAME: PONY HOMECOMING CLUB. GRANTEE ADDRESS: PO BOX 654 PONY, MT 59747. DATE OF GIFT: 12/26/17. AMOUNT GIVEN: 65,000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5ACTIVITY CLASSIFICATION: . GRANTEE NAME: VFW POST 3831. GRANTEE ADDRESS: 108 BROADWAY ST PONY, MT 59747. DATE OF GIFT: 12/26/17. AMOUNT GIVEN: 5,000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6ACTIVITY CLASSIFICATION: . GRANTEE NAME: BANNACK HISTORIC LODGE 3-7-77. GRANTEE ADDRESS: 3214 AUGUSTA DRIVE BOZEMAN, MT 59715. DATE OF GIFT: 12/26/17. AMOUNT GIVEN: 5,000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7ACTIVITY CLASSIFICATION: . GRANTEE NAME: TOUGH ENOUGH TO WEAR PINK. GRANTEE ADDRESS: PO BOX 18085 MISSOULA, MT 59808. DATE OF GIFT: 12/26/17. AMOUNT GIVEN: 5,000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8ACTIVITY CLASSIFICATION: . GRANTEE NAME: WHITWORTH UNIVERSITY. GRANTEE ADDRESS: 3000 W HAWTHORNE RD SPOKANE, WA 99251. DATE OF GIFT: 01/23/17. AMOUNT GIVEN: 750.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9ACTIVITY CLASSIFICATION: . GRANTEE NAME: MONTANA TECH UNIVERSITY. GRANTEE ADDRESS: 1300 W PARK STREET BUTTE, MT 59701. DATE OF GIFT: 06/16/17. AMOUNT GIVEN: 275. TOTAL INCLUDED ON FORM 990-EZ, LINE 10: 162,300.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10DESCRIPTION: LODGE SUPPLIES. AMOUNT: 140. DESCRIPTION: MEMORIAL WALL. AMOUNT: 73. DESCRIPTION: SAFE DEPOSIT BOX. AMOUNT: 20. DESCRIPTION: BANK FEE. AMOUNT: 5. DESCRIPTION: INSURANCE. AMOUNT: 759. DESCRIPTION: UTILITIES. AMOUNT: 860. TOTAL TO FORM 990-EZ, LINE 16: 1,857.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 4 - RENTAL INCOME
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 8 - OTHER REVENUE
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 10 - PAYMENTS TO AFFILIATES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0WAYNE GIBSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SECRETARY
ReturnHeader/BusinessOfficerGrp/PhoneNum04065862579
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-03-01
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ANCIENT FREE & ACCEPTED MASONS OF
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0MONTANA DBA MT JEFFERSON LODGE #56
ReturnHeader/Filer/BusinessNameControlTxt0ANCI
ReturnHeader/Filer/EIN0237537128
ReturnHeader/Filer/PhoneNum04065862579
ReturnHeader/Filer/USAddress/AddressLine1Txt01201 HIGHLAND BLVD
ReturnHeader/Filer/USAddress/CityNm0BOZEMAN
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MT
ReturnHeader/Filer/USAddress/ZIPCd059715
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0103FA618B0221B78F5C5A2C7CDD1D424FDB9D0A0
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId06BF4C83DE57BC6EA0219FF48BD8BCC03934EDFB2
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0216.54.158.12
ReturnHeader/FilingSecurityInformation/IPDt02018-03-01
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0MS
ReturnHeader/FilingSecurityInformation/IPTm017:09:37
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0390758449
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WIPFLI LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0777 EAST MAIN SUITE 201
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BOZEMAN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd059715
ReturnHeader/PreparerPersonGrp/PhoneNum04065862386
ReturnHeader/PreparerPersonGrp/PreparationDt02018-03-01
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0PATRICK F ELLIS
ReturnHeader/ReturnTs02018-03-01T17:09:39-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

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