Civic Intelligence

Ancient Free & Accepted Masons Lake Harriet Lodge No 277

990 • Fiscal year 2020 • EIN 41-0123097

Jan 01, 2020 to Dec 31, 2020 • Filed on Nov 15, 2021

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

80th percentile

0.02x

Higher debt load relative to assets than 80% of similar nonprofits.

2020 filings • 501(c)10 • $500k-$1M nonprofits • Source year 2020

Liabilities / Revenue

81st percentile

0.17x

Higher debt load relative to revenue than 81% of similar nonprofits.

2020 filings • 501(c)10 • $500k-$1M nonprofits • Source year 2020

Net Margin

59th percentile

25%

Higher net margin than 59% of similar nonprofits.

2020 filings • 501(c)10 • $500k-$1M nonprofits • Source year 2020

Top Officer Pay

66th percentile

$0

Higher top officer pay than 66% of similar nonprofits.

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

2020 filings • 501(c)10 • $500k-$1M nonprofits • Source year 2020

Asset Growth

73rd percentile

8.5%

Faster asset growth than 73% of similar nonprofits.

2020 filings • 501(c)10 • $500k-$1M nonprofits • Annualized from 2019 to 2020

Revenue Growth

64th percentile

-1.6%

Faster revenue growth than 64% of similar nonprofits.

2020 filings • 501(c)10 • $500k-$1M nonprofits • Annualized from 2019 to 2020

Assets

Up

$742,875

Up $58,441 (+8.5%) from 2019

Net Assets

Up

$726,835

Up $58,196 (+8.7%) from 2019

Liabilities

Up

$16,040

Up $245 (+1.6%) from 2019

Revenue

Down

$92,328

Down $1,542 (-1.6%) from 2019

Expenses

Down

$69,132

Down $3,596 (-4.9%) from 2019

Net Income

Up

$23,196

Up $2,054 (+9.7%) from 2019

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

2020

Assets$742,875
Liabilities$16,040
Net Assets$726,835

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

2020

Revenue$92,328
Expenses$69,132
Net Income$23,196
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 15, 2021
Return Version
2020v4.0
Gross Receipts
$199,349
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$563,058$594,444▲ $31,386
Land, Buildings, and Equipment, Net$92,996$119,104▲ $26,108
Cash and Non-Interest-Bearing Accounts$16,169$17,007▲ $838
Savings and Temporary Cash Investments$10,704$10,813▲ $109
Inventories for Sale or Use$1,507$1,507→ $0
Total Assets$684,434$742,875▲ $58,441
Liabilities
Deferred Revenue$15,395$15,240▼ $155
Other Liabilities$400$800▲ $400
Total Liabilities$15,795$16,040▲ $245
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$668,639$726,835▲ $58,196
Total Net Assets Fund Balance$668,639$726,835▲ $58,196
Total Liabilities and Net Assets / Fund Balance$684,434$742,875▲ $58,441

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$114,308$19,248$133,556
Leasehold Improvements$4,796$1,949$6,745
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
Mike MillerMaster
Gavin KeoghSecretary
Drew PotterSenior Deaco
Matt CapelleSenior Stewa
Paul EricksonSenior Warde
Steve AndersonTreasurer
Andrew ArashibaTyler
Revenue and Support

Revenue Composition

Contributions and Grants
$54,774
Program Service Revenue
$2,955
Investment Income
$34,306
Other Revenue
$293
All Other Contributions
$3,357
Change in Net Assets
$23,196
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$60,672
Salaries, Compensation, and Employee Benefits$6,400
Grants and Similar Amounts Paid$1,703
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Occupancy---$21,500
Payments to Affiliates---$14,818
Current Officers, Directors, Trustees, and Key Employees---$6,400
All Other Expenses---$4,664
Depreciation Depletion---$4,120
Fees for Service Investment Mgmnt Fees---$3,953
Office Expenses---$3,173
Grants to Domestic Individuals---$1,583
Other Expenses---$1,335
Benefits to Members---$357
Grants to Domestic Orgs---$120
Total Functional Expenses$0$0$0$69,132
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$300
Fundraising Gross Income$36
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
Lake Harriet Lodge Almoners Fund$750
Due to Lake Harriet Lodge Foundation$50
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
2021-11-15
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

Return of prior year scholarship

Form 990, Part XI, Line 9

Unrealized (gain)/loss on inv. 34,463 unrealized (gain)/loss on inv. - sit funds 31 miscellaneous 506 total 35,000

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IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt01447
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt11408
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt2100
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt01447
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt11408
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt2100
IRS990/ProgSrvcAccomActy2Grp/Desc0MISCELLANEOUS
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0120
IRS990/ProgSrvcAccomActy2Grp/GrantAmt0120
IRS990/ProgSrvcAccomActyOtherGrp/Desc0RETURN OF PRIOR YEAR SCHOLARSHIP
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt056076
IRS990/ProgSrvcAccomActyOtherGrp/GrantAmt0-1000
IRS990/ProgSrvcAccomActyOtherGrp/RevenueAmt02955
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt061380
IRS990/PYGrantsAndSimilarPaidAmt014230
IRS990/PYInvestmentIncomeAmt024543
IRS990/PYOtherExpensesAmt052480
IRS990/PYOtherRevenueAmt07947
IRS990/PYRevenuesLessExpensesAmt021142
IRS990/PYSalariesCompEmpBnftPaidAmt06018
IRS990/PYTotalExpensesAmt072728
IRS990/PYTotalRevenueAmt093870
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt023196
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/SavingsAndTempCashInvstGrp/BOYAmt010704
IRS990/SavingsAndTempCashInvstGrp/EOYAmt010813
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt04796
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt01949
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt06745
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt0114308
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt019248
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt0133556
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0750
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt150
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0LAKE HARRIET LODGE ALMONERS FUND
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1DUE TO LAKE HARRIET LODGE FOUNDATION
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0119104
IRS990ScheduleD/TotalLiabilityAmt0800
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0RETURN OF PRIOR YEAR SCHOLARSHIP
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. 34,463 UNREALIZED (GAIN)/LOSS ON INV. - SIT FUNDS 31 MISCELLANEOUS 506 TOTAL 35,000
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/TotalAssetsBOYAmt0684434
IRS990/TotalAssetsEOYAmt0742875
IRS990/TotalAssetsGrp/BOYAmt0684434
IRS990/TotalAssetsGrp/EOYAmt0742875
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt054774
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt069132
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt015795
IRS990/TotalLiabilitiesEOYAmt016040
IRS990/TotalLiabilitiesGrp/BOYAmt015795
IRS990/TotalLiabilitiesGrp/EOYAmt016040
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0668639
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0726835
IRS990/TotalOtherProgSrvcExpenseAmt056076
IRS990/TotalOtherProgSrvcGrantAmt0-1000
IRS990/TotalOtherProgSrvcRevenueAmt02955
IRS990/TotalProgramServiceExpensesAmt058779
IRS990/TotalProgramServiceRevenueAmt02955
IRS990/TotalRevenueGrp/ExclusionAmt015143
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt022411
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt092328
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0684434
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0742875
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/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0STEVE ANDERSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum06129275426
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-11-15
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/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/PreparationDt02021-11-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0GREGORY B ARNOTT
ReturnHeader/ReturnTs02021-11-15T23:55:51-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0STEVE
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0ANDERSON
ReturnHeader/TaxPeriodBeginDt02020-01-01

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