Civic Intelligence

Ancient Free & Accepted Masons of Nd - Fort Union Lodge 128

990 • Fiscal year 2022 • EIN 23-7585113

Apr 01, 2021 to Mar 31, 2022 • Filed on Dec 12, 2022

PO Box 124Watford City, ND 58854

(701) 842-3702

Siviq Scores

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

Liabilities / Assets

24th percentile

0.00x

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

2022 filings • $5M-$10M nonprofits • Source year 2022

Liabilities / Revenue

21st percentile

0.00x

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

2022 filings • $5M-$10M nonprofits • Source year 2022

Net Margin

88th percentile

55%

Higher net margin than 88% of similar nonprofits.

2022 filings • $5M-$10M nonprofits • Source year 2022

Top Officer Pay

32nd percentile

$0

Higher top officer pay than 32% of similar nonprofits.

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

2022 filings • $5M-$10M nonprofits • Source year 2022

Asset Growth

79th percentile

15%

Faster asset growth than 79% of similar nonprofits.

2022 filings • $5M-$10M nonprofits • Annualized from 2021 to 2022

Revenue Growth

92nd percentile

109%

Faster revenue growth than 92% of similar nonprofits.

2022 filings • $5M-$10M nonprofits • Annualized from 2021 to 2022

Assets

Up

$6,705,965

Up $897,755 (+15%) from 2021

Net Assets

Up

$6,705,965

Up $897,755 (+15%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue

Up

$1,634,687

Up $853,478 (+109%) from 2021

Expenses

Up

$736,932

Up $597,625 (+429%) from 2021

Net Income

Up

$897,755

Up $255,853 (+40%) from 2021

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$15M$10M$5.0M$0Assets 2012: $894,559Liabilities 2012: $0Net Assets 2012: $894,5592012Assets 2013: $1,225,134Liabilities 2013: $0Net Assets 2013: $1,225,1342013Assets 2014: $1,607,566Liabilities 2014: $0Net Assets 2014: $1,607,5662014Assets 2015: $1,700,359Liabilities 2015: $0Net Assets 2015: $1,700,3592015Assets 2016: $2,112,372Liabilities 2016: $0Net Assets 2016: $2,112,3722016Assets 2017: $2,363,971Liabilities 2017: $0Net Assets 2017: $2,363,9712017Assets 2018: $2,915,453Liabilities 2018: $0Net Assets 2018: $2,915,4532018Assets 2019: $4,162,279Liabilities 2019: $0Net Assets 2019: $4,162,2792019Assets 2020: $5,166,308Liabilities 2020: $0Net Assets 2020: $5,166,3082020Assets 2021: $5,808,210Liabilities 2021: $0Net Assets 2021: $5,808,2102021Assets 2022: $6,705,965Liabilities 2022: $0Net Assets 2022: $6,705,9652022Assets 2023: $8,151,175Liabilities 2023: $0Net Assets 2023: $8,151,1752023Assets 2024: $9,625,337Liabilities 2024: $0Net Assets 2024: $9,625,3372024Assets 2025: $11,629,032Liabilities 2025: $0Net Assets 2025: $11,629,0322025

Highlighted filing

2022

Assets$6,705,965
Liabilities$0
Net Assets$6,705,965

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$3.0M$2.0M$1.0M$0Expenses 2012: $74,6712012Expenses 2013: $109,5442013Revenue 2014: $621,954Expenses 2014: $239,522Net Income 2014: $382,4322014Revenue 2015: $229,685Expenses 2015: $136,892Net Income 2015: $92,7932015Revenue 2016: $994,353Expenses 2016: $585,478Net Income 2016: $408,8752016Revenue 2017: $409,101Expenses 2017: $164,823Net Income 2017: $244,2782017Revenue 2018: $715,535Expenses 2018: $164,053Net Income 2018: $551,4822018Revenue 2019: $1,902,345Expenses 2019: $655,519Net Income 2019: $1,246,8262019Revenue 2020: $1,812,940Expenses 2020: $808,911Net Income 2020: $1,004,0292020Revenue 2021: $781,209Expenses 2021: $139,307Net Income 2021: $641,9022021Revenue 2022: $1,634,687Expenses 2022: $736,932Net Income 2022: $897,7552022Revenue 2023: $1,930,280Expenses 2023: $485,070Net Income 2023: $1,445,2102023Revenue 2024: $1,780,007Expenses 2024: $258,058Net Income 2024: $1,521,9492024Revenue 2025: $2,354,665Expenses 2025: $312,586Net Income 2025: $2,042,0792025

Highlighted filing

2022

Revenue$1,634,687
Expenses$736,932
Net Income$897,755
Jump To
Filing Snapshot
Filing Period
Apr 1, 2021 to Mar 31, 2022
Signed
Dec 12, 2022
Return Version
2021v4.2
Gross Receipts
$3,327,822
Mission and Program Overview

Mission

Fort union lodge 128 is a fraternal non-profit organization committed to the assistance of it members, community, and nation. Charitable financial donations are made by this organization for the educational needs of students and community projects that benefit the general

Fort union lodge 128 is a fraternal non-profit organization committed to the assistance of it members, community, and nation.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$5,808,210$6,705,965▲ $897,755
Investments in Publicly Traded Securities$4,134,801$4,392,851▲ $258,050
Land, Buildings, and Equipment, Net$1,212,529$1,183,081▼ $29,448
Savings and Temporary Cash Investments$460,880$1,130,033▲ $669,153
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$5,808,210$6,705,965▲ $897,755
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$5,808,210$6,705,965▲ $897,755
Total Liabilities and Net Assets / Fund Balance$5,808,210$6,705,965▲ $897,755

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$1,160,095$42,269$1,202,364
Other Land Buildings$22,986$12,229$35,215
Compensation and Service Providers

Board Members and Trustees

NameTitle
Duane WoldFunds Trustee
Dwite BrewFunds Trustee
Steven StenehjemFunds Trustee
John PantagesChaplain
Cj ThorneJr Warden
Josh NorbyJr. Deacon
Mark PantagesJr. Steward
William R RaffertySecr/treasurer
Wayne NelsonSr Warden
Blake WoldSr. Deacon
Bruce KettleSr. Steward
Derek KlangTyler
Blake HolmanW.master
Revenue and Support

Revenue Composition

Contributions and Grants
$2,336
Program Service Revenue
$0
Investment Income
$126,253
Other Revenue
$1,506,098
Change in Net Assets
$897,755
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$556,257
Other Expenses$180,675
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs---$540,257
Fees for Service Investment Mgmnt Fees---$79,442
Depreciation Depletion---$37,418
Grants to Domestic Individuals---$16,000
Conferences and Meetings---$13,680
Insurance---$8,926
Office Expenses---$7,297
Occupancy---$7,089
Fees for Services Other---$2,500
Fees for Services Accounting---$1,500
Other Expenses---$1,458
Travel---$1,448
All Other Expenses---$104
Total Functional Expenses$0$0$0$736,932
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Watford City Sportsman ClubWatford City, ND501(c)(3)Donation for Building$254,922
Watford City Heritage ParkWatford City, ND501(c)(3)Donation for Park Project$250,000
Scottish Rite Speech TherapyBismarck, ND501(c)(3)Provides Speech Therapy to Children$7,500
Scottish Rite Speech TherapyFargo, ND501(c)(3)Provides Speech Therapy to Children$7,500
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
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
Steven StenehjemFunds Trustee1ST INTERNATIONAL BANK & TRUST HANDLES THE INVESTMENT ACCOUNTS OF FORT UNION LODGE #128 AND CHARGES INSTITUTION FEES. STEVEN IS ALSO ON THE BOARD OF THAT BANK.No$79,442
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
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 11B

No review was or will be conducted.

Form 990, Part VI, Section C, line 19

No documents are made available to the public.

Filing and Contact Details

Filer

Filer Name
Ancient Free & Accepted Masons
EIN
23-7585113
Phone
7018423702
Address
PO BOX 124, WATFORD CITY, ND 58854

Signing Officer

Name
William Rafferty
Title
Sec/treasurer
Phone
7018423702
Signed
2022-12-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
William Rafferty
Formed
1927
Legal Domicile
Nd
Voting Board Members
13
Independent Board Members
13
Employees
0
Volunteers
0

Preparer

Firm
Lee Suess LLC
Address
PO BOX 1387, WILLISTON, ND 58802-1387
Preparer
Erin Olson CPA
Phone
7015772157
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IRS990/PYTotalExpensesAmt0139307
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0781209
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt0897755
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RoyaltiesRevenueGrp/ExclusionAmt01503789
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt01503789
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt05808210
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt06705965
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0460880
IRS990/SavingsAndTempCashInvstGrp/EOYAmt01130033
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/BuildingsGrp/BookValueAmt01160095
IRS990ScheduleD/BuildingsGrp/DepreciationAmt042269
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt01202364
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt022986
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt012229
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt035215
IRS990ScheduleD/TotalBookValueLandBuildingsAmt01183081
IRS990ScheduleI/GrantRecordsMaintainedInd00
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0SCHOLARSHIPS
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/NonCashAssistanceAmt016000
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt024
IRS990ScheduleI/RecipientTable/CashGrantAmt07500
IRS990ScheduleI/RecipientTable/CashGrantAmt17500
IRS990ScheduleI/RecipientTable/CashGrantAmt2250000
IRS990ScheduleI/RecipientTable/CashGrantAmt3254922
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(c)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc1501(c)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc2501(c)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc3501(c)(3)
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt00
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt10
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt20
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt30
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0PROVIDES SPEECH THERAPY TO CHILDREN
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1PROVIDES SPEECH THERAPY TO CHILDREN
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt2DONATION FOR PARK PROJECT
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt3DONATION FOR BUILDING
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0SCOTTISH RITE SPEECH THERAPY
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1SCOTTISH RITE SPEECH THERAPY
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt2WATFORD CITY HERITAGE PARK
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt3WATFORD CITY SPORTSMAN CLUB
IRS990ScheduleI/RecipientTable/RecipientEIN0363775496
IRS990ScheduleI/RecipientTable/RecipientEIN1450413594
IRS990ScheduleI/RecipientTable/RecipientEIN2363939764
IRS990ScheduleI/RecipientTable/RecipientEIN3832705231
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt01009 BASIN AVE
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt11405 3RD ST
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt2904 2ND AVE SW
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt32306 121X AVE NW
IRS990ScheduleI/RecipientTable/USAddress/CityNm0BISMARCK
IRS990ScheduleI/RecipientTable/USAddress/CityNm1FARGO
IRS990ScheduleI/RecipientTable/USAddress/CityNm2WATFORD CITY
IRS990ScheduleI/RecipientTable/USAddress/CityNm3WATFORD CITY
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0ND
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd1ND
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd2ND
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd3ND
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd058504
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd1581022743
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd258854
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd358854
IRS990ScheduleI/Total501c3OrgCnt04
IRS990ScheduleI/TotalOtherOrgCnt00
IRS990/ScheduleJRequiredInd00
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/PersonNm0STEVEN STENEHJEM
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt0FUNDS TRUSTEE
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/SharingOfRevenuesInd00
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionAmt079442
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc01ST INTERNATIONAL BANK & TRUST HANDLES THE INVESTMENT ACCOUNTS OF FORT UNION LODGE #128 AND CHARGES INSTITUTION FEES. STEVEN IS ALSO ON THE BOARD OF THAT BANK.
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0NO REVIEW WAS OR WILL BE CONDUCTED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1NO DOCUMENTS ARE MADE AVAILABLE TO THE PUBLIC.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section B, line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section C, line 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt05808210
IRS990/TotalAssetsEOYAmt06705965
IRS990/TotalAssetsGrp/BOYAmt05808210
IRS990/TotalAssetsGrp/EOYAmt06705965
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt02336
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt0736932
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt05808210
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt06705965
IRS990/TotalOtherCompensationAmt00
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt01680801
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0-48450
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt01634687
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt05808210
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt06705965
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/TotalAmt01448
IRS990/TypeOfOrganizationAssocInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0PO BOX 124
IRS990/USAddress/CityNm0WATFORD CITY
IRS990/USAddress/StateAbbreviationCd0ND
IRS990/USAddress/ZIPCd058854
IRS990/VotingMembersGoverningBodyCnt013
IRS990/VotingMembersIndependentCnt013
IRS990/WebsiteAddressTxt0www.masonpost.com/nd/fortunion128/
IRS990/WhistleblowerPolicyInd00
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0WILLIAM RAFFERTY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SEC/TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum07018423702
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-12-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ANCIENT FREE & ACCEPTED MASONS
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0OF ND - FORT UNION LODGE 128
ReturnHeader/Filer/BusinessNameControlTxt0ANCI
ReturnHeader/Filer/EIN0237585113
ReturnHeader/Filer/PhoneNum07018423702
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 124
ReturnHeader/Filer/USAddress/CityNm0WATFORD CITY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0ND
ReturnHeader/Filer/USAddress/ZIPCd058854

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$11.6$0.00$11.6$2.35$0.31$2.04
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$9.63$0.00$9.63$1.78$0.26$1.52
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.15$0.00$8.15$1.93$0.49$1.45
2022Detailed filing. Detailed filing data is available for this year.$6.71$0.00$6.71$1.63$0.74$0.90
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.81$0.00$5.81$0.78$0.14$0.64
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.17$0.00$5.17$1.81$0.81$1.00
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.16$0.00$4.16$1.90$0.66$1.25
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.92$0.00$2.92$0.72$0.16$0.55
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.36$0.00$2.36$0.41$0.16$0.24
2016Detailed filing. Detailed filing data is available for this year.$2.11$0.00$2.11$0.99$0.59$0.41
2015Detailed filing. Detailed filing data is available for this year.$1.70$0.00$1.70$0.23$0.14$0.09
2014Detailed filing. Detailed filing data is available for this year.$1.61$0.00$1.61$0.62$0.24$0.38
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.23$0.00$1.23$0.11
2012XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.89$0.00$0.89$0.07