Civic Intelligence

Ancient Free & Accepted Masons of Montana Grand Lodge

990 • Fiscal year 2017 • EIN 81-0106163

Jul 01, 2016 to Jun 30, 2017 • Filed on May 14, 2018

PO Box 1158Helena, MT 59624

(406) 442-7774

Siviq Scores

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

Liabilities / Assets

94th percentile

0.14x

Higher debt load relative to assets than 94% of similar nonprofits.

2017 filings • 501(c)10 • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

97th percentile

1.26x

Higher debt load relative to revenue than 97% of similar nonprofits.

2017 filings • 501(c)10 • $1M-$5M nonprofits • Source year 2017

Net Margin

31st percentile

-3.7%

Higher net margin than 31% of similar nonprofits.

2017 filings • 501(c)10 • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

92nd percentile

$39,125

Higher top officer pay than 92% of similar nonprofits.

Top officer pay equals 11.8% of source-year revenue.

2017 filings • 501(c)10 • $1M-$5M nonprofits • Source year 2017

Asset Growth

37th percentile

2.5%

Faster asset growth than 37% of similar nonprofits.

2017 filings • 501(c)10 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

61st percentile

22%

Faster revenue growth than 61% of similar nonprofits.

2017 filings • 501(c)10 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Assets

Up

$3,034,975

Up $74,098 (+2.5%) from 2016

Net Assets

Up

$2,618,239

Up $131,504 (+5.3%) from 2016

Liabilities

Down

$416,736

Down $57,406 (-12%) from 2016

Revenue

Up

$331,298

Up $58,712 (+22%) from 2016

Expenses

Up

$343,418

Up $34,247 (+11%) from 2016

Net Income

Up

-$12,120

Up $24,465 (+67%) from 2016

Historical Trend

Balance Sheet Trend

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

$6.0M$4.0M$2.0M$0Assets 2010: $2,354,259Liabilities 2010: $235,992Net Assets 2010: $2,118,2672010Assets 2011: $2,564,504Liabilities 2011: $283,454Net Assets 2011: $2,281,0502011Assets 2012: $2,605,340Liabilities 2012: $345,750Net Assets 2012: $2,259,5902012Assets 2013: $2,695,284Liabilities 2013: $340,176Net Assets 2013: $2,355,1082013Assets 2014: $2,955,926Liabilities 2014: $452,628Net Assets 2014: $2,503,2982014Assets 2015: $3,022,607Liabilities 2015: $513,424Net Assets 2015: $2,509,1832015Assets 2016: $2,960,877Liabilities 2016: $474,142Net Assets 2016: $2,486,7352016Assets 2017: $3,034,975Liabilities 2017: $416,736Net Assets 2017: $2,618,2392017Assets 2018: $2,998,801Liabilities 2018: $248,488Net Assets 2018: $2,750,3132018Assets 2019: $3,139,354Liabilities 2019: $215,057Net Assets 2019: $2,924,2972019Assets 2020: $3,444,444Liabilities 2020: $209,158Net Assets 2020: $3,235,2862020Assets 2021: $4,082,273Liabilities 2021: $255,220Net Assets 2021: $3,827,0532021Assets 2022: $3,621,561Liabilities 2022: $213,483Net Assets 2022: $3,408,0782022Assets 2023: $3,926,843Liabilities 2023: $244,888Net Assets 2023: $3,681,9552023Assets 2024: $4,507,986Liabilities 2024: $246,886Net Assets 2024: $4,261,1002024Assets 2025: $4,783,896Liabilities 2025: $279,555Net Assets 2025: $4,504,3412025

Highlighted filing

2017

Assets$3,034,975
Liabilities$416,736
Net Assets$2,618,239

Operations Trend

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

$800K$600K$400K$200K$0-$200KExpenses 2010: $233,4072010Expenses 2011: $276,7872011Expenses 2012: $253,8892012Expenses 2013: $278,6372013Revenue 2014: $371,868Expenses 2014: $252,665Net Income 2014: $119,2032014Revenue 2015: $279,447Expenses 2015: $257,671Net Income 2015: $21,7762015Revenue 2016: $272,586Expenses 2016: $309,171Net Income 2016: -$36,5852016Revenue 2017: $331,298Expenses 2017: $343,418Net Income 2017: -$12,1202017Revenue 2018: $342,384Expenses 2018: $303,267Net Income 2018: $39,1172018Revenue 2019: $301,374Expenses 2019: $261,694Net Income 2019: $39,6802019Revenue 2020: $499,626Expenses 2020: $237,783Net Income 2020: $261,8432020Revenue 2021: $308,931Expenses 2021: $237,844Net Income 2021: $71,0872021Revenue 2022: $291,246Expenses 2022: $280,837Net Income 2022: $10,4092022Revenue 2023: $325,314Expenses 2023: $292,312Net Income 2023: $33,0022023Revenue 2024: $629,739Expenses 2024: $350,175Net Income 2024: $279,5642024Revenue 2025: $354,721Expenses 2025: $399,861Net Income 2025: -$45,1402025

Highlighted filing

2017

Revenue$331,298
Expenses$343,418
Net Income-$12,120
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
May 14, 2018
Return Version
2016v3.0
Gross Receipts
$332,610
Mission and Program Overview

Mission

To be the supreme legislative authority of lodges of ancient free and accepted masons of montana

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$2,266,186$2,412,769▲ $146,583
Cash and Non-Interest-Bearing Accounts$120,738$101,283▼ $19,455
Savings and Temporary Cash Investments$73,868$56,429▼ $17,439
Prepaid Expenses and Deferred Charges$3,475$17,002▲ $13,527
Inventories for Sale or Use$16,546$15,234▼ $1,312
Accounts Receivable-$10,628-
Land, Buildings, and Equipment, Net$9,279$6,754▼ $2,525
Total Assets$2,960,877$3,034,975▲ $74,098
Other Assets Total$470,785$414,876▼ $55,909
Liabilities
Other Liabilities$470,785$414,876▼ $55,909
Accounts Payable and Accrued Expenses$3,357$1,860▼ $1,497
Total Liabilities$474,142$416,736▼ $57,406
Net Assets / Fund Balance
Unrestricted Net Assets$1,417,859$1,558,092▲ $140,233
Permanently Rstr Net Assets$1,019,730$1,060,147▲ $40,417
Temporarily Rstr Net Assets$49,146$0▼ $49,146
Total Net Assets Fund Balance$2,486,735$2,618,239▲ $131,504
Total Liabilities and Net Assets / Fund Balance$2,960,877$3,034,975▲ $74,098

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$6,754$13,966$20,720
Other Assets Org$414,876--
Other Securities$2,412,769--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Reid GardinerSecretary (thru 6/25/17)FT$39,125$39,125

Board Members and Trustees

NameTitle
Lewie FletcherDirector
Alan FrohbergDirector (as of 6/25/17)
Brian MurphyDirector (thru 6/25/17)
Jeffrey HaradaDirector (THRU 6/25/17); VP (AS OF 6/25/17)
Louis K Smith IiiPRES. (THRU 6/25/17); Director (AS OF 6/25/17)
Daniel GardinerSecretary (as of 6/25/17)
Bruce W LahtiTreasurer
Gerald L AndersonVP (THRU 6/25/17); PRES. (AS OF 6/25/17)
Revenue and Support

Revenue Composition

Contributions and Grants
$176,004
Program Service Revenue
$86,203
Investment Income
$66,687
Other Revenue
$2,404
All Other Contributions
$23,740
Change in Net Assets
$-12,120
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$257,906
Salaries, Compensation, and Employee Benefits$85,512
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Payments to Affiliates$99,005--$99,005
Travel$46,604--$46,604
Current Officers, Directors, Trustees, and Key Employees$39,125--$39,125
Other Salaries and Wages-$34,478-$34,478
Fees for Service Investment Mgmnt Fees-$19,161-$19,161
Insurance-$15,682-$15,682
Occupancy-$10,000-$10,000
Payroll Taxes$3,194$3,715-$6,909
Pension Plan Contributions-$5,000-$5,000
All Other Expenses-$4,591-$4,591
Other Expenses$11,681$4,159-$4,159
Office Expenses-$3,480-$3,480
Information Technology-$2,846-$2,846
Depreciation Depletion-$2,525-$2,525
Fees for Services Accounting-$1,805-$1,805
Total Functional Expenses$225,879$117,539$0$343,418
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
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Assets Held in Trust$414,876
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Annual disclosure for covered persons
No
Audit committee
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
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 6

Grand lodge members consist of current officers of the local blue lodges.

Form 990, Part VI, Section A, Line 7A

The voting members elect the governing body at the grand lodge annual session meeting.

Form 990, Part VI, Section A, Line 7B

Throughout the year, the grand master makes all decisions. At the annual session meeting, decisions may be brought to the members for approval. If there was a decision made by the grand master during the year, the members can overturn the decision at the annual session meeting.

Form 990, Part VI, Section B, Line 11B

The grand secretary and the grand treasurer review the 990 before it is filed.

Form 990, Part VI, Section B, Line 12

The transactions that give rise to conflicts of interest are reviewed on a quarterly basis.

Form 990, Part VI, Section B, Line 15B

The grand secretary is the only officer paid. The salary is determined by comparing the duties to the private industry and also to neighboring grand lodges. It is set by the grand master after discussion and consultation with the finance committee and the grand secretary.

Form 990, Part VI, Section C, Line 19

Governing documents, the conflict of interest policy, and financial statements are available to the public upon request.

Filing and Contact Details

Filer

Filer Name
Ancient Free & Accepted Masons of
EIN
81-0106163
Phone
4064427774
Address
PO BOX 1158, HELENA, MT 59624

Signing Officer

Name
Daniel Gardiner
Title
Grand Secretary
Phone
4064427774
Signed
2018-05-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Daniel Gardiner
Formed
1926
Legal Domicile
Mt
Voting Board Members
7
Independent Board Members
7
Employees
2
Volunteers
0

Preparer

Firm
Douglas Wilson & Company Pc
Address
1000 FIRST AVENUE SOUTH, GREAT FALLS, MT 59401
Preparer
Melissa H Soldano
Phone
4067614645
Supplemental Narrative

Additional Explanations

FORM 990, PART XII, LINE 1:

The grand lodge uses the modified cash basis of accounting to prepare its financial statements and form 990. The accounting method is modified from the cash basis in the following ways: 1. The reflection of unexpired insurance premiums and the ratable charge of insurance expenses over the terms of the policies 2. The recording of prepaid expenses 3. The recording of investment unrealized gains and losses 4. The recording of depreciation on software and equipment 5. The recording of amounts due to and from affiliated organizations 6. The recording of accrued payroll liabilities 7. The recording of deferred revenue for conference registration

FORM 990, PART XII, LINE 2C:

The board of directors is responsible for oversight of the review of the financial statements and selection of an independent accountant.

FORM 990, PART III, LINE 4D, OTHER PROGRAM SERVICES:

Travel & conferences expenses: $46,604. Including grants of $0. Revenue: $0 masonic activities expenses: $11,681. Including grants of $0. Revenue: $0 all other revenues including staff service agreement, reinstatement fees, supplies, sales & miscellaneous expenses: $0. Including grants of $0. Revenue: $69,434

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IRS990/OtherExpensesGrp/Desc2POSTAGE
IRS990/OtherExpensesGrp/Desc3TELEPHONE
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt010097
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt14159
IRS990/OtherExpensesGrp/ProgramServicesAmt026270
IRS990/OtherExpensesGrp/ProgramServicesAmt111681
IRS990/OtherExpensesGrp/TotalAmt026270
IRS990/OtherExpensesGrp/TotalAmt111681
IRS990/OtherExpensesGrp/TotalAmt210097
IRS990/OtherExpensesGrp/TotalAmt34159
IRS990/OtherLiabilitiesGrp/BOYAmt0470785
IRS990/OtherLiabilitiesGrp/EOYAmt0414876
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt034478
IRS990/OtherSalariesAndWagesGrp/TotalAmt034478
IRS990/PartialLiquidationInd00
IRS990/PaymentsToAffiliatesGrp/ProgramServicesAmt099005
IRS990/PaymentsToAffiliatesGrp/TotalAmt099005
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt03715
IRS990/PayrollTaxesGrp/ProgramServicesAmt03194
IRS990/PayrollTaxesGrp/TotalAmt06909
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt05000
IRS990/PensionPlanContributionsGrp/TotalAmt05000
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt01019730
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt01060147
IRS990/PoliciesReferenceChaptersInd01
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt03475
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt017002
IRS990/PrincipalOfficerNm0DANIEL GARDINER
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0561000
IRS990/ProgramServiceRevenueGrp/BusinessCd1900009
IRS990/ProgramServiceRevenueGrp/BusinessCd2900099
IRS990/ProgramServiceRevenueGrp/BusinessCd3900009
IRS990/ProgramServiceRevenueGrp/Desc0STAFF AGREEMENT
IRS990/ProgramServiceRevenueGrp/Desc1MISCELLANEOUS
IRS990/ProgramServiceRevenueGrp/Desc2SESSION INCOME
IRS990/ProgramServiceRevenueGrp/Desc3SUPPLIES & REINSTATEME
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt035000
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt129637
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt219173
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt32393
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt035000
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt129637
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt219173
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt32393
IRS990/ProgSrvcAccomActy2Grp/Desc0GRAND SECRETARY
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt039125
IRS990/ProgSrvcAccomActy3Grp/Desc0PAID LIFE MEMBERSHIP-DISBURSEMENTS TO LODGES
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt099005
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt058285
IRS990/ProgSrvcAccomActyOtherGrp/RevenueAmt069434
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0155131
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt060074
IRS990/PYOtherExpensesAmt0222928
IRS990/PYOtherRevenueAmt0-975
IRS990/PYProgramServiceRevenueAmt058356
IRS990/PYRevenuesLessExpensesAmt0-36585
IRS990/PYSalariesCompEmpBnftPaidAmt086243
IRS990/PYTotalExpensesAmt0309171
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0272586
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt0-12120
IRS990/RegularMonitoringEnfrcInd00
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd01
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt019173
IRS990/SavingsAndTempCashInvstGrp/BOYAmt073868
IRS990/SavingsAndTempCashInvstGrp/EOYAmt056429
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/EquipmentGrp/BookValueAmt06754
IRS990ScheduleD/EquipmentGrp/DepreciationAmt013966
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt020720
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt0414876
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0ASSETS HELD IN TRUST
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0414876
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0ASSETS HELD IN TRUST
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt02412769
IRS990ScheduleD/OtherSecuritiesGrp/Desc0EQUITY SECURITIES, MUTUAL FUNDS, & OTHER INVESTMENTS
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/TotalBookValueLandBuildingsAmt06754
IRS990ScheduleD/TotalBookValueOtherAssetsAmt0414876
IRS990ScheduleD/TotalBookValueSecuritiesAmt02412769
IRS990ScheduleD/TotalLiabilityAmt0414876
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0GRAND LODGE MEMBERS CONSIST OF CURRENT OFFICERS OF THE LOCAL BLUE LODGES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE VOTING MEMBERS ELECT THE GOVERNING BODY AT THE GRAND LODGE ANNUAL SESSION MEETING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THROUGHOUT THE YEAR, THE GRAND MASTER MAKES ALL DECISIONS. AT THE ANNUAL SESSION MEETING, DECISIONS MAY BE BROUGHT TO THE MEMBERS FOR APPROVAL. IF THERE WAS A DECISION MADE BY THE GRAND MASTER DURING THE YEAR, THE MEMBERS CAN OVERTURN THE DECISION AT THE ANNUAL SESSION MEETING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE GRAND SECRETARY AND THE GRAND TREASURER REVIEW THE 990 BEFORE IT IS FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE TRANSACTIONS THAT GIVE RISE TO CONFLICTS OF INTEREST ARE REVIEWED ON A QUARTERLY BASIS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE GRAND SECRETARY IS THE ONLY OFFICER PAID. THE SALARY IS DETERMINED BY COMPARING THE DUTIES TO THE PRIVATE INDUSTRY AND ALSO TO NEIGHBORING GRAND LODGES. IT IS SET BY THE GRAND MASTER AFTER DISCUSSION AND CONSULTATION WITH THE FINANCE COMMITTEE AND THE GRAND SECRETARY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6GOVERNING DOCUMENTS, THE CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7THE GRAND LODGE USES THE MODIFIED CASH BASIS OF ACCOUNTING TO PREPARE ITS FINANCIAL STATEMENTS AND FORM 990. THE ACCOUNTING METHOD IS MODIFIED FROM THE CASH BASIS IN THE FOLLOWING WAYS: 1. THE REFLECTION OF UNEXPIRED INSURANCE PREMIUMS AND THE RATABLE CHARGE OF INSURANCE EXPENSES OVER THE TERMS OF THE POLICIES 2. THE RECORDING OF PREPAID EXPENSES 3. THE RECORDING OF INVESTMENT UNREALIZED GAINS AND LOSSES 4. THE RECORDING OF DEPRECIATION ON SOFTWARE AND EQUIPMENT 5. THE RECORDING OF AMOUNTS DUE TO AND FROM AFFILIATED ORGANIZATIONS 6. THE RECORDING OF ACCRUED PAYROLL LIABILITIES 7. THE RECORDING OF DEFERRED REVENUE FOR CONFERENCE REGISTRATION
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8THE BOARD OF DIRECTORS IS RESPONSIBLE FOR OVERSIGHT OF THE REVIEW OF THE FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT ACCOUNTANT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9TRAVEL & CONFERENCES EXPENSES: $46,604. INCLUDING GRANTS OF $0. REVENUE: $0 MASONIC ACTIVITIES EXPENSES: $11,681. INCLUDING GRANTS OF $0. REVENUE: $0 ALL OTHER REVENUES INCLUDING STAFF SERVICE AGREEMENT, REINSTATEMENT FEES, SUPPLIES, SALES & MISCELLANEOUS EXPENSES: $0. INCLUDING GRANTS OF $0. REVENUE: $69,434
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION A, LINE 7B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION B, LINE 12
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART VI, SECTION B, LINE 15B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7FORM 990, PART XII, LINE 1:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8FORM 990, PART XII, LINE 2C:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9FORM 990, PART III, LINE 4D, OTHER PROGRAM SERVICES:
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0MT MASONIC FOUNDATION
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0816012307
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0MT
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0USE FUNDS FOR CHARITABLE, SCIENTIFIC, LITERARY, OR EDUCATIONAL PURPOSES
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0170 (B) (1) (A) (VI)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt0PO BOX 1158
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0HELENA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0MT
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd059624
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd01
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd01
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt010000
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt135000
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0COST
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt1COST
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0MT MASONIC FOUNDATION
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt1MT MASONIC FOUNDATION
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0K
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt1L
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TemporarilyRstrNetAssetsGrp/BOYAmt049146
IRS990/TemporarilyRstrNetAssetsGrp/EOYAmt00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt02960877
IRS990/TotalAssetsEOYAmt03034975
IRS990/TotalAssetsGrp/BOYAmt02960877
IRS990/TotalAssetsGrp/EOYAmt03034975
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0176004
IRS990/TotalEmployeeCnt02
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$4.78$0.28$4.50$0.35$0.40$0.05
2024Detailed filing. Detailed filing data is available for this year.$4.51$0.25$4.26$0.63$0.35$0.28
2023Detailed filing. Detailed filing data is available for this year.$3.93$0.24$3.68$0.33$0.29$0.03
2022Detailed filing. Detailed filing data is available for this year.$3.62$0.21$3.41$0.29$0.28$0.01
2021Detailed filing. Detailed filing data is available for this year.$4.08$0.26$3.83$0.31$0.24$0.07
2020Detailed filing. Detailed filing data is available for this year.$3.44$0.21$3.24$0.50$0.24$0.26
2019Detailed filing. Detailed filing data is available for this year.$3.14$0.22$2.92$0.30$0.26$0.04
2018Detailed filing. Detailed filing data is available for this year.$3.00$0.25$2.75$0.34$0.30$0.04
2017Detailed filing. Detailed filing data is available for this year.$3.03$0.42$2.62$0.33$0.34$0.01
2016Detailed filing. Detailed filing data is available for this year.$2.96$0.47$2.49$0.27$0.31$0.04
2015Detailed filing. Detailed filing data is available for this year.$3.02$0.51$2.51$0.28$0.26$0.02
2014Detailed filing. Detailed filing data is available for this year.$2.96$0.45$2.50$0.37$0.25$0.12
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.70$0.34$2.36$0.28
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.61$0.35$2.26$0.25
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.56$0.28$2.28$0.28
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.35$0.24$2.12$0.23