Civic Intelligence

Masonic Widows & Orphans Home of Tennessee Fund

990 • Fiscal year 2013 • EIN 62-0282920

Jan 01, 2013 to Dec 31, 2013 • Filed on Nov 06, 2014

100 7th Ave N No Ste 137202-2416

(615) 254-2300

Siviq Scores

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

Liabilities / Assets

14th percentile

0.01x

Higher debt load relative to assets than 14% of similar nonprofits.

2013 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2013

Liabilities / Revenue

60th percentile

0.38x

Higher debt load relative to revenue than 60% of similar nonprofits.

2013 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2013

Net Margin

69th percentile

12%

Higher net margin than 69% of similar nonprofits.

2013 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2013

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2013

Asset Growth

9th percentile

-8.4%

Faster asset growth than 9% of similar nonprofits.

2013 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2012 to 2013

Revenue Growth

22nd percentile

-8.2%

Faster revenue growth than 22% of similar nonprofits.

2013 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2011 to 2013

Assets

Down

$10,042,276

Down $924,833 (-8.4%) from 2012

Net Assets

Down

$9,896,178

Down $892,764 (-8.3%) from 2012

Liabilities

Down

$146,098

Down $32,069 (-18%) from 2012

Revenue

$384,563

No earlier filing loaded for comparison.

Expenses

Down

$338,939

Down $47,876 (-12%) from 2012

Net Income

$45,624

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$20M$15M$10M$5.0M$0Assets 2010: $10,856,804Liabilities 2010: $2,047Net Assets 2010: $10,854,7572010Assets 2011: $10,928,074Liabilities 2011: $178,308Net Assets 2011: $10,749,7662011Assets 2012: $10,967,109Liabilities 2012: $178,167Net Assets 2012: $10,788,9422012Assets 2013: $10,042,276Liabilities 2013: $146,098Net Assets 2013: $9,896,1782013Assets 2014: $10,900,941Liabilities 2014: $112,023Net Assets 2014: $10,788,9182014Assets 2015: $10,948,782Liabilities 2015: $97,287Net Assets 2015: $10,851,4952015Assets 2016: $11,491,356Liabilities 2016: $104,967Net Assets 2016: $11,386,3892016Assets 2017: $12,285,797Liabilities 2017: $85,364Net Assets 2017: $12,200,4332017Assets 2018: $11,731,433Liabilities 2018: $69,245Net Assets 2018: $11,662,1882018Assets 2019: $13,287,265Liabilities 2019: $43,477Net Assets 2019: $13,243,7882019Assets 2020: $13,825,093Liabilities 2020: $25,817Net Assets 2020: $13,799,2762020Assets 2021: $15,404,861Liabilities 2021: $23,977Net Assets 2021: $15,380,8842021Assets 2022: $14,098,896Liabilities 2022: $6,600Net Assets 2022: $14,092,2962022Assets 2023: $15,331,522Liabilities 2023: $6,600Net Assets 2023: $15,324,9222023Assets 2024: $16,885,106Liabilities 2024: $6,833Net Assets 2024: $16,878,2732024

Highlighted filing

2013

Assets$10,042,276
Liabilities$146,098
Net Assets$9,896,178

Operations Trend

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

$1.5M$1.0M$500K$0Revenue 2010: $592,177Expenses 2010: $328,776Net Income 2010: $263,4012010Revenue 2011: $456,760Expenses 2011: $397,859Net Income 2011: $58,9012011Expenses 2012: $386,8152012Revenue 2013: $384,563Expenses 2013: $338,939Net Income 2013: $45,6242013Revenue 2014: $421,464Expenses 2014: $336,635Net Income 2014: $84,8292014Revenue 2015: $483,131Expenses 2015: $334,826Net Income 2015: $148,3052015Revenue 2016: $535,669Expenses 2016: $323,370Net Income 2016: $212,2992016Revenue 2017: $612,008Expenses 2017: $337,900Net Income 2017: $274,1082017Revenue 2018: $631,146Expenses 2018: $367,615Net Income 2018: $263,5312018Revenue 2019: $696,282Expenses 2019: $374,333Net Income 2019: $321,9492019Revenue 2020: $530,482Expenses 2020: $340,745Net Income 2020: $189,7372020Revenue 2021: $761,704Expenses 2021: $344,546Net Income 2021: $417,1582021Revenue 2022: $744,114Expenses 2022: $372,266Net Income 2022: $371,8482022Revenue 2023: $893,474Expenses 2023: $381,893Net Income 2023: $511,5812023Revenue 2024: $1,071,450Expenses 2024: $411,563Net Income 2024: $659,8872024

Highlighted filing

2013

Revenue$384,563
Expenses$338,939
Net Income$45,624
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Nov 6, 2014
Return Version
2013v3.0
Gross Receipts
$384,563
Mission and Program Overview

Mission

To provide regular and special assistance to needy masons and their wives, widows, and orphans of the free and accepted masons.

To provide regular and special assistance to needy wives, widows, and orphans of free and accepted masons in the state of tennessee.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$8,710,278$8,280,041▼ $430,237
Investments Program Related$1,295,454$1,416,972▲ $121,518
Cash and Non-Interest-Bearing Accounts$898,046$285,123▼ $612,923
Land, Buildings, and Equipment, Net$1,172$781▼ $391
Prepaid Expenses and Deferred Charges$800$400▼ $400
Accounts Receivable$20$0▼ $20
Total Assets$10,967,109$10,042,276▼ $924,833
Other Assets Total$61,339$58,959▼ $2,380
Liabilities
Other Liabilities$175,092$142,686▼ $32,406
Accounts Payable and Accrued Expenses$3,075$3,412▲ $337
Total Liabilities$178,167$146,098▼ $32,069
Net Assets / Fund Balance
Permanently Rstr Net Assets$6,476,273$6,787,770▲ $311,497
Temporarily Rstr Net Assets$4,312,669$3,108,408▼ $1,204,261
Total Net Assets Fund Balance$10,788,942$9,896,178▼ $892,764
Total Liabilities and Net Assets / Fund Balance$10,967,109$10,042,276▼ $924,833

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$781$6,326$7,107
Investment Program Related Org$1,416,972--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2013$10,692,812---$10,692,812
2012$10,634,028$59,757▲ $363,296$364,269$10,692,812
2011$10,470,964$92,224▲ $354,902$284,000$10,634,028
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Don WoodySecretary/treasurerFT$25,500$25,500
Everett GrahamSecretary/treasurerFT$7,500$7,500

Board Members and Trustees

Revenue and Support

Revenue Composition

Contributions and Grants
$35,544
Program Service Revenue
$0
Investment Income
$302,018
Other Revenue
$47,001
All Other Contributions
$35,544
Change in Net Assets
$45,624
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$35,525
Other Expenses$16,969
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members$286,445--$286,445
Other Salaries and Wages-$35,525-$35,525
Fees for Services Accounting-$7,186-$7,186
Travel-$4,677-$4,677
Office Expenses-$2,439-$2,439
Other Expenses-$836-$836
Depreciation Depletion-$391-$391
Insurance-$338-$338
Total Functional Expenses$286,445$52,494$0$338,939
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
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Pension Payable$139,852
Payroll Taxes Payable$2,834
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
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11

The 990 was provided to (treasurer/secretary) for review prior to filing.

Form 990, Part VI, Section C, Line 19

All documents and information are made available upon request.

Filing and Contact Details

Filer

EIN
62-0282920
Phone
6152542300

Signing Officer

Name
Keith Walker
Title
Administrator
Phone
6152542300
Signed
2014-11-06

Organization Details

Principal Officer
Keith Walker
Formed
1886
Legal Domicile
Tn
Voting Board Members
10
Independent Board Members
10
Employees
3
Volunteers
10

Preparer

Preparer
James Mills Ea
Phone
6157505537
Supplemental Narrative

Additional Explanations

Form 990, Part XII, Line 2C

The organization has a ways and means committee that is responsible for the selection of an independent auditor and the board of directors is responsible for the oversight of the audit.

Raw XML AppendixShowing 400 of 444 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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IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt0487763
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt0391086
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt02031520
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt0395
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0395
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt0349019
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt0366233
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt0437419
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt0487763
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt0391086
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt02031520
IRS990ScheduleA/InvestmentIncomeCYPct00.15990
IRS990ScheduleA/InvestmentIncomePYPct00.10410
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.84010
IRS990ScheduleA/PublicSupportPY509Pct00.89590
IRS990ScheduleA/PublicSupportTotal509Amt010677229
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt035544
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt059757
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt092224
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt076965
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt010412739
IRS990ScheduleA/Total509Grp/TotalAmt010677229
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0384563
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0425990
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0529643
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0564728
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt010803825
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt012708749
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt010692812
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt010692812
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt010634028
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt059757
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt010692812
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0363296
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/OtherExpendituresAmt0364269
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/AdministrativeExpensesAmt062
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt010470964
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt092224
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt010634028
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0354902
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/OtherExpendituresAmt0284000
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/EquipmentGrp/BookValueAmt0781
IRS990ScheduleD/EquipmentGrp/DepreciationAmt06326
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt07107
IRS990ScheduleD/InvstProgramRelatedOrgGrp/BookValueAmt01416972
IRS990ScheduleD/InvstProgramRelatedOrgGrp/Desc0TRUSTS WITH BENEFICIAL INTERESTS
IRS990ScheduleD/InvstProgramRelatedOrgGrp/MethodValuationCd0F
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0139852
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt12834
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0PENSION PAYABLE
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1PAYROLL TAXES PAYABLE
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0781
IRS990ScheduleD/TotalBookValueProgramRltdAmt01416972
IRS990ScheduleD/TotalLiabilityAmt0142686
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE 990 WAS PROVIDED TO (TREASURER/SECRETARY) FOR REVIEW PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ALL DOCUMENTS AND INFORMATION ARE MADE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ORGANIZATION HAS A WAYS AND MEANS COMMITTEE THAT IS RESPONSIBLE FOR THE SELECTION OF AN INDEPENDENT AUDITOR AND THE BOARD OF DIRECTORS IS RESPONSIBLE FOR THE OVERSIGHT OF THE AUDIT.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART XII, LINE 2C
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine10FREE AND ACCEPTED MASONS OF TENNESSEE GRAND LODGE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0620282905
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(10)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0TN
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0MASONIC FRATERNAL FUNCTIONS
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine10100 7TH AVENUE N SUITE 4
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/City0NASHVILLE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/State0TN
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCode037202
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TemporarilyRstrNetAssetsGrp/BOYAmt04312669
IRS990/TemporarilyRstrNetAssetsGrp/EOYAmt03108408
IRS990/TempOrPermanentEndowmentsInd01
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt010967109
IRS990/TotalAssetsEOYAmt010042276
IRS990/TotalAssetsGrp/BOYAmt010967109
IRS990/TotalAssetsGrp/EOYAmt010042276
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt035544
IRS990/TotalEmployeeCnt03
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt052494
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0286445
IRS990/TotalFunctionalExpensesGrp/TotalAmt0338939
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0178167
IRS990/TotalLiabilitiesEOYAmt0146098
IRS990/TotalLiabilitiesGrp/BOYAmt0178167
IRS990/TotalLiabilitiesGrp/EOYAmt0146098
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt010788942
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt09896178
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0286445
IRS990/TotalReportableCompFromOrgAmt033000
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0349019
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0384563
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt010

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$16.9$0.01$16.9$1.07$0.41$0.66
2023Summary only. Only limited summary data is available for this year.$15.3$0.01$15.3$0.89$0.38$0.51
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$14.1$0.01$14.1$0.74$0.37$0.37
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$15.4$0.02$15.4$0.76$0.34$0.42
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$13.8$0.03$13.8$0.53$0.34$0.19
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$13.3$0.04$13.2$0.70$0.37$0.32
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$11.7$0.07$11.7$0.63$0.37$0.26
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$12.3$0.09$12.2$0.61$0.34$0.27
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$11.5$0.10$11.4$0.54$0.32$0.21
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$10.9$0.10$10.9$0.48$0.33$0.15
2014Detailed filing. Detailed filing data is available for this year.$10.9$0.11$10.8$0.42$0.34$0.08
2013Detailed filing. Detailed filing data is available for this year.$10.0$0.15$9.90$0.38$0.34$0.05
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$11.0$0.18$10.8$0.39
2011Summary only. Only limited summary data is available for this year.$10.9$0.18$10.7$0.46$0.40$0.06
2010Summary only. Only limited summary data is available for this year.$10.9$0.00$10.9$0.59$0.33$0.26