Civic Intelligence

Ancient Free & Accepted Masons Lake Harriet Lodge No 277

990 • Fiscal year 2019 • EIN 41-0123097

Jan 01, 2019 to Dec 31, 2019 • Filed on Nov 16, 2020

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

82nd percentile

0.02x

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

2019 filings • 501(c)10 • $500k-$1M nonprofits • Source year 2019

Liabilities / Revenue

83rd percentile

0.17x

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

2019 filings • 501(c)10 • $500k-$1M nonprofits • Source year 2019

Net Margin

62nd percentile

23%

Higher net margin than 62% of similar nonprofits.

2019 filings • 501(c)10 • $500k-$1M nonprofits • Source year 2019

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.

2019 filings • 501(c)10 • $500k-$1M nonprofits • Source year 2019

Asset Growth

81st percentile

15%

Faster asset growth than 81% of similar nonprofits.

2019 filings • 501(c)10 • $500k-$1M nonprofits • Annualized from 2018 to 2019

Revenue Growth

30th percentile

-18%

Faster revenue growth than 30% of similar nonprofits.

2019 filings • 501(c)10 • $500k-$1M nonprofits • Annualized from 2018 to 2019

Assets

Up

$684,434

Up $88,032 (+15%) from 2018

Net Assets

Up

$668,639

Up $90,634 (+16%) from 2018

Liabilities

Down

$15,795

Down $2,602 (-14%) from 2018

Revenue

Down

$93,870

Down $19,994 (-18%) from 2018

Expenses

Down

$72,728

Down $2,792 (-3.7%) from 2018

Net Income

Down

$21,142

Down $17,202 (-45%) from 2018

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

2019

Assets$684,434
Liabilities$15,795
Net Assets$668,639

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

2019

Revenue$93,870
Expenses$72,728
Net Income$21,142
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Nov 16, 2020
Return Version
2019v5.0
Gross Receipts
$279,850
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$473,683$563,058▲ $89,375
Land, Buildings, and Equipment, Net$94,634$92,996▼ $1,638
Cash and Non-Interest-Bearing Accounts$16,264$16,169▼ $95
Savings and Temporary Cash Investments$10,314$10,704▲ $390
Inventories for Sale or Use$1,507$1,507→ $0
Total Assets$596,402$684,434▲ $88,032
Liabilities
Deferred Revenue$17,417$15,395▼ $2,022
Other Liabilities$980$400▼ $580
Total Liabilities$18,397$15,795▼ $2,602
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$578,005$668,639▲ $90,634
Total Net Assets Fund Balance$578,005$668,639▲ $90,634
Total Liabilities and Net Assets / Fund Balance$596,402$684,434▲ $88,032

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$90,670$8,358$99,028
Equipment$2,326$8,719$11,045
Compensation and Service Providers

Board Members and Trustees

NameTitle
Dale SeubertChaplain
Sujit VarmaEducation of
Tyler Moe-slepicaJunior Deaco
Tyler SparksJunior Stewa
Dan ZellerJunior Warde
Jim WhiteMarshall
Nik WagnerMaster
Gavin KeoghSecretary
Drew PotterSenior Deaco
Matt CapelleSenior Stewa
Paul EricksonSenior Warde
Steve AndersonTreasurer
Andrew ArashibaTyler
Revenue and Support

Revenue Composition

Contributions and Grants
$61,380
Program Service Revenue
$0
Investment Income
$24,543
Other Revenue
$7,947
All Other Contributions
$9,938
Change in Net Assets
$21,142
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$52,480
Grants and Similar Amounts Paid$14,230
Salaries, Compensation, and Employee Benefits$6,018
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Occupancy---$16,150
Payments to Affiliates---$14,905
Grants to Domestic Individuals---$8,292
Current Officers, Directors, Trustees, and Key Employees---$6,018
Grants to Domestic Orgs---$5,938
Depreciation Depletion---$3,910
Fees for Service Investment Mgmnt Fees---$3,751
All Other Expenses---$3,305
Office Expenses---$3,021
Other Expenses---$1,081
Total Functional Expenses$0$0$0$72,728
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Contributions - Organizations--Reading Recognition$5,938
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$9,863
Fundraising Direct Expenses$2,324
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$480
Masonic Service Association Fund Pay$-80
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
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
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
Steve Anderson
Title
Treasurer
Phone
6129275426
Signed
2020-11-16
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Nik Wagner
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 (gain)/loss on inv. 69,101 unrealized (gain)/loss on inv. - sit funds 391 total 69,492

Raw XML Appendix399 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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IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt048729
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt066680
IRS990/PYGrantsAndSimilarPaidAmt011580
IRS990/PYInvestmentIncomeAmt029673
IRS990/PYOtherExpensesAmt061140
IRS990/PYOtherRevenueAmt07541
IRS990/PYProgramServiceRevenueAmt09970
IRS990/PYRevenuesLessExpensesAmt038344
IRS990/PYSalariesCompEmpBnftPaidAmt02800
IRS990/PYTotalExpensesAmt075520
IRS990/PYTotalRevenueAmt0113864
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt021142
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/SavingsAndTempCashInvstGrp/BOYAmt010314
IRS990/SavingsAndTempCashInvstGrp/EOYAmt010704
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/BuildingsGrp/BookValueAmt090670
IRS990ScheduleD/BuildingsGrp/DepreciationAmt08358
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt099028
IRS990ScheduleD/EquipmentGrp/BookValueAmt02326
IRS990ScheduleD/EquipmentGrp/DepreciationAmt08719
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt011045
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0480
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt1-80
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc02000 FUND
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1MASONIC SERVICE ASSOCIATION FUND PAY
IRS990ScheduleD/TotalBookValueLandBuildingsAmt092996
IRS990ScheduleD/TotalLiabilityAmt0400
IRS990ScheduleI/GrantRecordsMaintainedInd0false
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt08292
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0CONTRIBUTIONS - INDIVIDUA
IRS990ScheduleI/RecipientTable/CashGrantAmt05938
IRS990ScheduleI/RecipientTable/NonCashAssistanceDesc0BIKES
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0READING RECOGNITION
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0CONTRIBUTIONS - ORGANIZATIONS
IRS990ScheduleI/RecipientTable/ValuationMethodUsedDesc0COST
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 (GAIN)/LOSS ON INV. 69,101 UNREALIZED (GAIN)/LOSS ON INV. - SIT FUNDS 391 TOTAL 69,492
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
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0596402
IRS990/TotalAssetsEOYAmt0684434
IRS990/TotalAssetsGrp/BOYAmt0596402
IRS990/TotalAssetsGrp/EOYAmt0684434
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt061380
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt072728
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt018397
IRS990/TotalLiabilitiesEOYAmt015795
IRS990/TotalLiabilitiesGrp/BOYAmt018397
IRS990/TotalLiabilitiesGrp/EOYAmt015795
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0578005
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0668639
IRS990/TotalOtherProgSrvcExpenseAmt048729
IRS990/TotalProgramServiceExpensesAmt061766
IRS990/TotalRevenueGrp/ExclusionAmt020720
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt011770
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt093870
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0596402
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0684434
IRS990/TypeOfOrganizationOtherInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt04519 FRANCE AVE S
IRS990/USAddress/CityNm0MINNEAPOLIS
IRS990/USAddress/StateAbbreviationCd0MN
IRS990/USAddress/ZIPCd055410
IRS990/VotingMembersGoverningBodyCnt013
IRS990/VotingMembersIndependentCnt013
IRS990/WebsiteAddressTxt0WWW.LHL277.ORG
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02021-04-22 16:20:28Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0STEVE ANDERSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum06129275426
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-11-16
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ANCIENT FREE & ACCEPTED MASONS
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0LAKE HARRIET LODGE NO 277
ReturnHeader/Filer/BusinessNameControlTxt0ANCI
ReturnHeader/Filer/EIN0410123097
ReturnHeader/Filer/PhoneNum06129275426
ReturnHeader/Filer/USAddress/AddressLine1Txt04519 FRANCE AVENUE SOUTH
ReturnHeader/Filer/USAddress/CityNm0MINNEAPOLIS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MN
ReturnHeader/Filer/USAddress/ZIPCd0554101369
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0079B9F23981FDC4A16155C92E154B390FE0BA3FB
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0B3A27F09CEDB7F56DEF454D89F87F32F013DF17C
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt052.37.240.203
ReturnHeader/FilingSecurityInformation/IPDt02020-11-16
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CS
ReturnHeader/FilingSecurityInformation/IPTm020:08:55
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0411790195
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0GREGORY B ARNOTT PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt07201 OHMS LN STE 225
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MINNEAPOLIS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd055439
ReturnHeader/PreparerPersonGrp/PhoneNum09528935470
ReturnHeader/PreparerPersonGrp/PreparationDt02020-11-16
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0GREGORY B ARNOTT
ReturnHeader/ReturnTs02020-11-16T20:08:55-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

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