Civic Intelligence

Ancient Free & Accepted Masons Lake Harriet Lodge No 277

990 • Fiscal year 2018 • EIN 41-0123097

Jan 01, 2018 to Dec 31, 2018 • Filed on Nov 14, 2019

4519 France Avenue SouthMinneapolis, MN 55410-1369

(612) 927-5426

Siviq Scores

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

Liabilities / Assets

83rd percentile

0.03x

Higher debt load relative to assets than 83% of similar nonprofits.

2018 filings • 501(c)10 • $500k-$1M nonprofits • Source year 2018

Liabilities / Revenue

82nd percentile

0.16x

Higher debt load relative to revenue than 82% of similar nonprofits.

2018 filings • 501(c)10 • $500k-$1M nonprofits • Source year 2018

Net Margin

76th percentile

34%

Higher net margin than 76% of similar nonprofits.

2018 filings • 501(c)10 • $500k-$1M nonprofits • Source year 2018

Top Officer Pay

60th percentile

$0

Higher top officer pay than 60% of similar nonprofits.

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

2018 filings • 501(c)10 • $500k-$1M nonprofits • Source year 2018

Asset Growth

30th percentile

-5.4%

Faster asset growth than 30% of similar nonprofits.

2018 filings • 501(c)10 • $500k-$1M nonprofits • Annualized from 2017 to 2018

Revenue Growth

67th percentile

13%

Faster revenue growth than 67% of similar nonprofits.

2018 filings • 501(c)10 • $500k-$1M nonprofits • Annualized from 2017 to 2018

Assets

Down

$596,402

Down $34,135 (-5.4%) from 2017

Net Assets

Down

$578,005

Down $13,153 (-2.2%) from 2017

Liabilities

Down

$18,397

Down $20,982 (-53%) from 2017

Revenue

Up

$113,864

Up $13,126 (+13%) from 2017

Expenses

Up

$75,520

Up $3,349 (+4.6%) from 2017

Net Income

Up

$38,344

Up $9,777 (+34%) from 2017

Historical Trend

Balance Sheet Trend

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

$1.0M$500K$0Assets 2010: $555,560Liabilities 2010: $53,141Net Assets 2010: $502,4192010Assets 2011: $528,012Liabilities 2011: $51,970Net Assets 2011: $476,0422011Assets 2012: $548,073Liabilities 2012: $45,510Net Assets 2012: $502,5632012Assets 2013: $548,877Liabilities 2013: $19,109Net Assets 2013: $529,7682013Assets 2014: $524,578Liabilities 2014: $42,000Net Assets 2014: $482,5782014Assets 2015: $500,595Liabilities 2015: $38,608Net Assets 2015: $461,9872015Assets 2016: $600,648Liabilities 2016: $109,144Net Assets 2016: $491,5042016Assets 2017: $630,537Liabilities 2017: $39,379Net Assets 2017: $591,1582017Assets 2018: $596,402Liabilities 2018: $18,397Net Assets 2018: $578,0052018Assets 2019: $684,434Liabilities 2019: $15,795Net Assets 2019: $668,6392019Assets 2020: $742,875Liabilities 2020: $16,040Net Assets 2020: $726,8352020Assets 2021: $801,995Liabilities 2021: $19,935Net Assets 2021: $782,0602021Assets 2022: $674,788Liabilities 2022: $15,265Net Assets 2022: $659,5232022Assets 2023: $745,622Liabilities 2023: $21,731Net Assets 2023: $723,8912023Assets 2024: $769,601Liabilities 2024: $18,355Net Assets 2024: $751,2462024

Highlighted filing

2018

Assets$596,402
Liabilities$18,397
Net Assets$578,005

Operations Trend

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

$200K$100K$0-$100KExpenses 2010: $88,1932010Expenses 2011: $74,7922011Expenses 2012: $96,3762012Revenue 2013: $79,974Expenses 2013: $162,360Net Income 2013: -$82,3862013Revenue 2014: $128,066Expenses 2014: $72,147Net Income 2014: $55,9192014Revenue 2015: $87,171Expenses 2015: $84,862Net Income 2015: $2,3092015Revenue 2016: $93,419Expenses 2016: $72,531Net Income 2016: $20,8882016Revenue 2017: $100,738Expenses 2017: $72,171Net Income 2017: $28,5672017Revenue 2018: $113,864Expenses 2018: $75,520Net Income 2018: $38,3442018Revenue 2019: $93,870Expenses 2019: $72,728Net Income 2019: $21,1422019Revenue 2020: $92,328Expenses 2020: $69,132Net Income 2020: $23,1962020Revenue 2021: $133,293Expenses 2021: $101,343Net Income 2021: $31,9502021Revenue 2022: $96,541Expenses 2022: $84,603Net Income 2022: $11,9382022Revenue 2023: $59,451Expenses 2023: $96,218Net Income 2023: -$36,7672023Revenue 2024: $133,040Expenses 2024: $121,066Net Income 2024: $11,9742024

Highlighted filing

2018

Revenue$113,864
Expenses$75,520
Net Income$38,344
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Nov 14, 2019
Return Version
2018v3.1
Gross Receipts
$146,980
Mission and Program Overview

Mission

Masonic lodges grant post-secondary education scholarships, sponsor the kidsid (child safety program) in minnesota and provide support for the masonic cancer center at the university of minnesota.

Fraternal masonic lodge that grants post-secondary education scholarships and provides financial support to community nonprofit organizations.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$515,733$473,683▼ $42,050
Land, Buildings, and Equipment, Net$69,923$94,634▲ $24,711
Cash and Non-Interest-Bearing Accounts$32,613$16,264▼ $16,349
Savings and Temporary Cash Investments$10,585$10,314▼ $271
Inventories for Sale or Use$1,683$1,507▼ $176
Total Assets$630,537$596,402▼ $34,135
Liabilities
Deferred Revenue$20,697$17,417▼ $3,280
Mortgage Notes Payable Secured by Investment Property$16,861--
Other Liabilities$1,821$980▼ $841
Total Liabilities$39,379$18,397▼ $20,982
Net Assets / Fund Balance
Unrestricted Net Assets$591,158$578,005▼ $13,153
Total Net Assets Fund Balance$591,158$578,005▼ $13,153
Total Liabilities and Net Assets / Fund Balance$630,537$596,402▼ $34,135

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$91,863$4,893$96,756
Equipment$2,771$8,274$11,045
Compensation and Service Providers

Board Members and Trustees

NameTitle
Dale SeubertChaplain
Nels PetersonEducation of
Paul EricsonJunior Deaco
T Moe-slepickaJunior Stewa
Nick WagnerJunior Warde
Michael DaumMarshall
Mike MillerMaster
Peter NickitasSecretary
Gavin KeoghSenior Deaco
Dan ZellerSenior Stewa
Joe BrothersSenior Warde
James WhiteTreasurer
Kris PichTyler
Revenue and Support

Revenue Composition

Contributions and Grants
$66,680
Program Service Revenue
$9,970
Investment Income
$29,673
Other Revenue
$7,541
All Other Contributions
$9,581
Change in Net Assets
$38,344
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$61,140
Grants and Similar Amounts Paid$11,580
Salaries, Compensation, and Employee Benefits$2,800
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Occupancy---$17,350
Payments to Affiliates---$13,518
Grants to Domestic Individuals---$6,000
Grants to Domestic Orgs---$5,580
All Other Expenses---$4,594
Fees for Service Investment Mgmnt Fees---$3,743
Office Expenses---$3,543
Depreciation Depletion---$2,913
Current Officers, Directors, Trustees, and Key Employees---$2,800
Other Expenses---$1,385
Interest---$247
Total Functional Expenses$0$0$0$75,520
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$9,352
Fundraising Direct Expenses$1,857
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
2000 Fund$980
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
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
Yes
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 6

MEMBERS

Form 990, Page 6, Part VI, Line 7A

All members can vote for members of the governing body.

Form 990, Page 6, Part VI, Line 7B

Members must approve all significant recommendations of governing body.

Form 990, Page 6, Part VI, Line 11B

Form 990 is available for review on post-filing basis.

Form 990, Page 6, Part VI, Line 19

Requests for governing documents need to be directed to the secretary.

Filing and Contact Details

Filer

Filer Name
Ancient Free & Accepted Masons
EIN
41-0123097
Phone
6129275426
Address
4519 FRANCE AVENUE SOUTH, MINNEAPOLIS, MN 55410-1369

Signing Officer

Name
James White
Title
Treasurer
Phone
6129275426
Signed
2019-11-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Mike Miller
Formed
1913
Legal Domicile
Mn
Voting Board Members
13
Independent Board Members
13
Employees
0

Preparer

Firm
Gregory B Arnott Pa
Address
7201 OHMS LN STE 225, MINNEAPOLIS, MN 55439
Preparer
Gregory B Arnott
Phone
9528935470
Supplemental Narrative

Additional Explanations

Form 990, Page 2, Part III, Line 4D

Balance of lodge operations

Form 990, Part XI, Line 9

Unrealized loss on investments -51,226 unrealized loss on inv. - sit funds -271 total -51,497

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IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt08048
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt11305
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt2617
IRS990/ProgSrvcAccomActy2Grp/Desc0A BIKES FOR BOOKS PROGRAM WITH A LOCAL ELEMENTARY SCHOOL
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt01961
IRS990/ProgSrvcAccomActy2Grp/GrantAmt01961
IRS990/ProgSrvcAccomActy3Grp/Desc0CONTRIBUTIONS TO SEVEN NONPROFIT ORGANIZATIONS.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt03619
IRS990/ProgSrvcAccomActy3Grp/GrantAmt03619
IRS990/ProgSrvcAccomActyOtherGrp/Desc0BALANCE OF LODGE OPERATIONS
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt060641
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt065522
IRS990/PYGrantsAndSimilarPaidAmt09203
IRS990/PYInvestmentIncomeAmt020500
IRS990/PYOtherExpensesAmt059818
IRS990/PYOtherRevenueAmt05634
IRS990/PYProgramServiceRevenueAmt09082
IRS990/PYRevenuesLessExpensesAmt028567
IRS990/PYSalariesCompEmpBnftPaidAmt03150
IRS990/PYTotalExpensesAmt072171
IRS990/PYTotalRevenueAmt0100738
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt038344
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/SavingsAndTempCashInvstGrp/BOYAmt010585
IRS990/SavingsAndTempCashInvstGrp/EOYAmt010314
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/BuildingsGrp/BookValueAmt091863
IRS990ScheduleD/BuildingsGrp/DepreciationAmt04893
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt096756
IRS990ScheduleD/EquipmentGrp/BookValueAmt02771
IRS990ScheduleD/EquipmentGrp/DepreciationAmt08274
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt011045
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0980
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc02000 FUND
IRS990ScheduleD/TotalBookValueLandBuildingsAmt094634
IRS990ScheduleD/TotalLiabilityAmt0980
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt06000
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0POST-SECD'ARY SCHOLARSHIP
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt03
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0BALANCE OF LODGE OPERATIONS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1MEMBERS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ALL MEMBERS CAN VOTE FOR MEMBERS OF THE GOVERNING BODY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3MEMBERS MUST APPROVE ALL SIGNIFICANT RECOMMENDATIONS OF GOVERNING BODY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4FORM 990 IS AVAILABLE FOR REVIEW ON POST-FILING BASIS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5REQUESTS FOR GOVERNING DOCUMENTS NEED TO BE DIRECTED TO THE SECRETARY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6UNREALIZED LOSS ON INVESTMENTS -51,226 UNREALIZED LOSS ON INV. - SIT FUNDS -271 TOTAL -51,497
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 2, PART III, LINE 4D
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 7B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PART XI, LINE 9
IRS990ScheduleR/AssetExchangeInd0false
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0false
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd1false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt0LAKE HARRI
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine2Txt0LAKE HARRIET LODGE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0LAKE HARRIET LODGE FOUNDATION INC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt1LAKE HARRIET LODGE COMPANY INC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0411895848
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN1410362735
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501C3
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt1501C8
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0MN
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd1MN
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0GRANTS
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt1BLDG OPER
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt07
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt04519 FRANCE AVENUE SO
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt14519 FRANCE AVENUE SO
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0MINNEAPOLIS
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm1MINNEAPOLIS
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0MN
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd1MN
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd055410
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd155410
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd0false
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd0false
IRS990ScheduleR/PaidEmployeesSharingInd0false
IRS990ScheduleR/PerformOfServicesByOtherOrgInd0false
IRS990ScheduleR/PerformOfServicesForOthOrgInd0false
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd0false
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd0false
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd0true
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd0false
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd0true
IRS990ScheduleR/SharingOfFacilitiesInd0true
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt015600
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0CASH
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0LAKE HARRIET LODGE COMPANY
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0K
IRS990ScheduleR/TransferFromOtherOrgInd0false
IRS990ScheduleR/TransferToOtherOrgInd0false
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0630537
IRS990/TotalAssetsEOYAmt0596402
IRS990/TotalAssetsGrp/BOYAmt0630537
IRS990/TotalAssetsGrp/EOYAmt0596402
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt066680
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt075520
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt039379
IRS990/TotalLiabilitiesEOYAmt018397
IRS990/TotalLiabilitiesGrp/BOYAmt039379
IRS990/TotalLiabilitiesGrp/EOYAmt018397
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0591158

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$7.70$0.18$7.51$1.33$1.21$0.12
2023Detailed filing. Detailed filing data is available for this year.$7.46$0.22$7.24$0.59$0.96$0.37
2022Detailed filing. Detailed filing data is available for this year.$6.75$0.15$6.60$0.97$0.85$0.12
2021Detailed filing. Detailed filing data is available for this year.$8.02$0.20$7.82$1.33$1.01$0.32
2020Detailed filing. Detailed filing data is available for this year.$7.43$0.16$7.27$0.92$0.69$0.23
2019Detailed filing. Detailed filing data is available for this year.$6.84$0.16$6.69$0.94$0.73$0.21
2018Detailed filing. Detailed filing data is available for this year.$5.96$0.18$5.78$1.14$0.76$0.38
2017Detailed filing. Detailed filing data is available for this year.$6.31$0.39$5.91$1.01$0.72$0.29
2016Summary only. Only limited summary data is available for this year.$6.01$1.09$4.92$0.93$0.73$0.21
2015Detailed filing. Detailed filing data is available for this year.$5.01$0.39$4.62$0.87$0.85$0.02
2014Detailed filing. Detailed filing data is available for this year.$5.25$0.42$4.83$1.28$0.72$0.56
2013Detailed filing. Detailed filing data is available for this year.$5.49$0.19$5.30$0.80$1.62$0.82
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.48$0.46$5.03$0.96
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.28$0.52$4.76$0.75
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.56$0.53$5.02$0.88