Civic Intelligence

Masonic Widows & Orphans Home of Tennessee Fund

990 • Fiscal year 2018 • EIN 62-0282920

Jan 01, 2018 to Dec 31, 2018 • Filed on Jul 03, 2019

Organization ProfileN/A
100 7th Avenue NorthNashville, TN 37202-2416

(615) 254-2300

Siviq Scores

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

Liabilities / Assets

11th percentile

0.01x

Higher debt load relative to assets than 11% of similar nonprofits.

2018 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2018

Liabilities / Revenue

32nd percentile

0.11x

Higher debt load relative to revenue than 32% of similar nonprofits.

2018 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2018

Net Margin

88th percentile

42%

Higher net margin than 88% of similar nonprofits.

2018 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2018

Top Officer Pay

13th percentile

$18,000

Higher top officer pay than 13% of similar nonprofits.

Top officer pay equals 2.9% of source-year revenue.

2018 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2018

Asset Growth

22nd percentile

-4.5%

Faster asset growth than 22% of similar nonprofits.

2018 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2017 to 2018

Revenue Growth

47th percentile

3.1%

Faster revenue growth than 47% of similar nonprofits.

2018 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets11th percentile

Assets

Down

$11,731,433

Down $554,364 (-4.5%) from 2017

Net Assets

Down

$11,662,188

Down $538,245 (-4.4%) from 2017

Liabilities

Down

$69,245

Down $16,119 (-19%) from 2017

Revenue And Expenses
Liabilities / Revenue32nd percentileNet Margin88th percentile

Revenue

Up

$631,146

Up $19,138 (+3.1%) from 2017

Expenses

Up

$367,615

Up $29,715 (+8.8%) from 2017

Net Income

Down

$263,531

Down $10,577 (-3.9%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth22nd percentile

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

2018

Assets$11,731,433
Liabilities$69,245
Net Assets$11,662,188
Open 2018 Filing

Operations Trend

Revenue Growth47th percentile

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

2018

Revenue$631,146
Expenses$367,615
Net Income$263,531
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Jul 3, 2019
Return Version
2018v3.1
Gross Receipts
$631,146
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.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$10,264,264$9,836,512▼ $427,752
Investments Program Related$1,369,658$1,228,038▼ $141,620
Cash and Non-Interest-Bearing Accounts$639,684$657,314▲ $17,630
Accounts Receivable$3,100--
Total Assets$12,285,797$11,731,433▼ $554,364
Other Assets Total$9,091$9,569▲ $478
Liabilities
Other Liabilities$83,088$66,969▼ $16,119
Accounts Payable and Accrued Expenses$2,276$2,276→ $0
Total Liabilities$85,364$69,245▼ $16,119
Net Assets / Fund Balance
Permanently Rstr Net Assets$7,375,444$7,513,254▲ $137,810
Temporarily Rstr Net Assets$4,824,989$4,148,934▼ $676,055
Total Net Assets Fund Balance$12,200,433$11,662,188▼ $538,245
Total Liabilities and Net Assets / Fund Balance$12,285,797$11,731,433▼ $554,364

Asset Categories

AssetBook ValueDepreciationBasis
Investment Program Related Org$478,089--
Equipment-$7,107-

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2018$12,068,928$340,743▼ $490,800$364,518$11,554,353
2017$11,365,975$148,399▲ $879,069$324,515$12,068,928
2016$10,823,818$144,144▲ $713,258$315,245$11,365,975
2015$10,647,215$99,162▼ $33,391$110,832$10,823,818
2014$9,797,277$75,396▲ $1,105,559$331,017$10,647,215
Compensation and Service Providers
Top Officer Pay13th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Keith WalkerSecretaryFT$18,000$18,000

Board Members and Trustees

NameTitle
Bart IddinsChairman
Raymond HamiltonVice-chair
Burks TaylorMember
Gerry ReidMember
Michael StockdaleMember
Richard Petty JrMember
Revenue and Support

Revenue Composition

Contributions and Grants
$209,916
Program Service Revenue
$0
Investment Income
$359,917
Other Revenue
$61,313
All Other Contributions
$209,916
Change in Net Assets
$263,531

Audited Revenue Reconciliation

Revenue per Audited Statements
$631,146
Revenue Not Reported on Form 990
$-801,776
Total Revenue per Audited Statements
$-170,630
Total Revenue per Form 990
$631,146
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$38,754
Other Expenses$30,550
Total Fundraising Expense$12,097
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members$298,311--$298,311
Other Salaries and Wages-$18,000-$18,000
Current Officers, Directors, Trustees, and Key Employees-$18,000-$18,000
Advertising--$12,097$12,097
Fees for Services Accounting-$4,500-$4,500
Travel-$3,383-$3,383
Payroll Taxes-$2,754-$2,754
Office Expenses-$2,049-$2,049
Insurance-$525-$525
Fees for Services Other-$20-$20
Other Expenses-$5-$5
Total Functional Expenses$298,311$57,207$12,097$367,615

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$367,615
Total Expenses per Audited Statements$367,615
Total Expenses per Form 990$367,615
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 Liability$66,969
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Audit committee
Yes
Backup withholding compliance
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
No
Management duties delegated
No

Governance Explanations

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

“The 990 was provided to treasurer/secretary and board of directors for review prior to filing.”

Form 990, Page 6, Part VI, Line 19

“All documents and information, required to be made public, are made available upon inspection.”

Filing and Contact Details

Filer

Filer Name
MASONIC WIDOW'S & ORPHANS
EIN
62-0282920
Phone
6152542300
Address
100 7TH AVENUE NORTH, NASHVILLE, TN 37202-2416

Signing Officer

Name
Keith Walker
Title
Secretary
Phone
6152542300
Signed
2019-07-03
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Keith Walker
Formed
1886
Legal Domicile
Tn
Voting Board Members
7
Independent Board Members
6
Employees
2
Volunteers
6

Preparer

Firm
Patterson Hardee & Ballentine Pc
Address
1889 GENERAL GEORGE PATTON DR SUIT, FRANKLIN, TN 37067-6294
Preparer
Sarah C Hardee CPA
Phone
6157505537
Supplemental Narrative

Financial Statement Notes

Schedule D, Page 3, Part X

“The masonic widows & orphans tennessee fund is exempt from income taxes under section 501(c)(3) of the internal revenue code and qualifies for the charitable contribution deduction. The organization is not a private foundation. During the year ended december 31, 2018, there was no unrelated business income as defined by section 512(a)(1) of the internal revenue code. In accounting for uncertain income taxes, we recognize a tax position as a benefit only if it is "more likely than not" the tax position would be sustained in a tax examination, with a tax examination being presumed to occur. At december 31, 2018, we have no uncertain tax positions and no provision for income taxes is included in the accompanying financial statements. We recognize interest and penalties related to unrecognized tax benefits in interest and income tax expense, respectively. We have no amounts accrued for interest or penalties as of december 31, 2018. With few exceptions, we are no longer subject to examination by u.s. Federal and state taxing authorities for years before 2016.”

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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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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE MASONIC WIDOWS & ORPHANS TENNESSEE FUND IS EXEMPT FROM INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND QUALIFIES FOR THE CHARITABLE CONTRIBUTION DEDUCTION. THE ORGANIZATION IS NOT A PRIVATE FOUNDATION. DURING THE YEAR ENDED DECEMBER 31, 2018, THERE WAS NO UNRELATED BUSINESS INCOME AS DEFINED BY SECTION 512(A)(1) OF THE INTERNAL REVENUE CODE. IN ACCOUNTING FOR UNCERTAIN INCOME TAXES, WE RECOGNIZE A TAX POSITION AS A BENEFIT ONLY IF IT IS "MORE LIKELY THAN NOT" THE TAX POSITION WOULD BE SUSTAINED IN A TAX EXAMINATION, WITH A TAX EXAMINATION BEING PRESUMED TO OCCUR. AT DECEMBER 31, 2018, WE HAVE NO UNCERTAIN TAX POSITIONS AND NO PROVISION FOR INCOME TAXES IS INCLUDED IN THE ACCOMPANYING FINANCIAL STATEMENTS. WE RECOGNIZE INTEREST AND PENALTIES RELATED TO UNRECOGNIZED TAX BENEFITS IN INTEREST AND INCOME TAX EXPENSE, RESPECTIVELY. WE HAVE NO AMOUNTS ACCRUED FOR INTEREST OR PENALTIES AS OF DECEMBER 31, 2018. WITH FEW EXCEPTIONS, WE ARE NO LONGER SUBJECT TO EXAMINATION BY U.S. FEDERAL AND STATE TAXING AUTHORITIES FOR YEARS BEFORE 2016.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE D, PAGE 3, PART X
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE 990 WAS PROVIDED TO TREASURER/SECRETARY AND BOARD OF DIRECTORS FOR REVIEW PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ALL DOCUMENTS AND INFORMATION, REQUIRED TO BE MADE PUBLIC, ARE MADE AVAILABLE UPON INSPECTION.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 19
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ReturnHeader/BuildTS02019-02-21 02:37:17Z
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Document Assets

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Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$11,731,433
Liabilities
$69,245
Net assets
$11,662,188
Revenue
$631,146
Expenses
$367,615
Net income
$263,531
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
2018Detailed filing. Detailed filing data is available for this year.$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