Civic Intelligence

Shriners International

990 • Fiscal year 2018 • EIN 81-0176360

Jan 01, 2018 to Dec 31, 2018 • Filed on May 13, 2019

PO Box 1174Helena, MT 59624-1174

(406) 442-5305

Siviq Scores

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

Liabilities / Assets

86th percentile

0.07x

Higher debt load relative to assets than 86% of similar nonprofits.

2018 filings • 501(c)10 • $1M-$5M nonprofits • Source year 2018

Liabilities / Revenue

92nd percentile

0.56x

Higher debt load relative to revenue than 92% of similar nonprofits.

2018 filings • 501(c)10 • $1M-$5M nonprofits • Source year 2018

Net Margin

23rd percentile

-19%

Higher net margin than 23% of similar nonprofits.

2018 filings • 501(c)10 • $1M-$5M nonprofits • Source year 2018

Top Officer Pay

47th percentile

$1,573

Higher top officer pay than 47% of similar nonprofits.

Top officer pay equals 1.1% of source-year revenue.

2018 filings • 501(c)10 • $1M-$5M nonprofits • Source year 2018

Asset Growth

19th percentile

-7.6%

Faster asset growth than 19% of similar nonprofits.

2018 filings • 501(c)10 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Revenue Growth

45th percentile

-6.0%

Faster revenue growth than 45% of similar nonprofits.

2018 filings • 501(c)10 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Assets

Down

$1,128,959

Down $93,245 (-7.6%) from 2017

Net Assets

Down

$1,047,714

Down $91,564 (-8.0%) from 2017

Liabilities

Down

$81,245

Down $1,681 (-2.0%) from 2017

Revenue

Down

$145,682

Down $9,379 (-6.0%) from 2017

Expenses

Down

$173,200

Down $583 (-0.3%) from 2017

Net Income

Down

-$27,518

Down $8,796 (-47%) from 2017

Historical Trend

Balance Sheet Trend

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

$2.0M$1.5M$1.0M$500K$0Assets 2010: $767,739Liabilities 2010: $49,295Net Assets 2010: $718,4442010Assets 2011: $909,049Liabilities 2011: $71,998Net Assets 2011: $837,0512011Assets 2012: $969,178Liabilities 2012: $82,289Net Assets 2012: $886,8892012Assets 2013: $1,027,855Liabilities 2013: $31,879Net Assets 2013: $995,9762013Assets 2014: $1,096,711Liabilities 2014: $73,805Net Assets 2014: $1,022,9062014Assets 2015: $1,102,389Liabilities 2015: $72,863Net Assets 2015: $1,029,5262015Assets 2016: $1,128,358Liabilities 2016: $67,560Net Assets 2016: $1,060,7982016Assets 2017: $1,222,204Liabilities 2017: $82,926Net Assets 2017: $1,139,2782017Assets 2018: $1,128,959Liabilities 2018: $81,245Net Assets 2018: $1,047,7142018Assets 2019: $1,282,312Liabilities 2019: $79,321Net Assets 2019: $1,202,9912019Assets 2020: $1,410,639Liabilities 2020: $80,060Net Assets 2020: $1,330,5792020Assets 2021: $1,509,517Liabilities 2021: $74,027Net Assets 2021: $1,435,4902021Assets 2022: $1,310,706Liabilities 2022: $81,235Net Assets 2022: $1,229,4712022Assets 2023: $1,470,126Liabilities 2023: $89,824Net Assets 2023: $1,380,3022023Assets 2024: $1,556,603Liabilities 2024: $83,947Net Assets 2024: $1,472,6562024

Highlighted filing

2018

Assets$1,128,959
Liabilities$81,245
Net Assets$1,047,714

Operations Trend

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

$300K$200K$100K$0-$100KExpenses 2010: $173,9002010Expenses 2011: $189,3712011Expenses 2012: $202,0062012Revenue 2013: $176,847Expenses 2013: $136,941Net Income 2013: $39,9062013Revenue 2014: $174,771Expenses 2014: $143,322Net Income 2014: $31,4492014Revenue 2015: $133,695Expenses 2015: $158,413Net Income 2015: -$24,7182015Revenue 2016: $167,590Expenses 2016: $158,879Net Income 2016: $8,7112016Revenue 2017: $155,061Expenses 2017: $173,783Net Income 2017: -$18,7222017Revenue 2018: $145,682Expenses 2018: $173,200Net Income 2018: -$27,5182018Revenue 2019: $155,060Expenses 2019: $188,756Net Income 2019: -$33,6962019Revenue 2020: $149,961Expenses 2020: $150,785Net Income 2020: -$8242020Revenue 2021: $148,214Expenses 2021: $146,658Net Income 2021: $1,5562021Revenue 2022: $152,283Expenses 2022: $143,743Net Income 2022: $8,5402022Revenue 2023: $194,829Expenses 2023: $162,962Net Income 2023: $31,8672023Revenue 2024: $185,802Expenses 2024: $190,886Net Income 2024: -$5,0842024

Highlighted filing

2018

Revenue$145,682
Expenses$173,200
Net Income-$27,518
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
May 13, 2019
Return Version
2018v3.1
Gross Receipts
$178,169
Mission and Program Overview

Mission

Fraternity w/ philanthropic mission

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$1,099,864$1,046,375▼ $53,489
Cash and Non-Interest-Bearing Accounts$82,090$30,180▼ $51,910
Accounts Receivable$16,157$29,142▲ $12,985
Inventories for Sale or Use$13,700$16,448▲ $2,748
Land, Buildings, and Equipment, Net$6,670$6,453▼ $217
Prepaid Expenses and Deferred Charges$3,723$361▼ $3,362
Total Assets$1,222,204$1,128,959▼ $93,245
Liabilities
Deferred Revenue$74,845$74,235▼ $610
Accounts Payable and Accrued Expenses$8,081$7,010▼ $1,071
Total Liabilities$82,926$81,245▼ $1,681
Net Assets / Fund Balance
Temporarily Rstr Net Assets$829,973$897,268▲ $67,295
Unrestricted Net Assets$309,305$150,446▼ $158,859
Total Net Assets Fund Balance$1,139,278$1,047,714▼ $91,564
Total Liabilities and Net Assets / Fund Balance$1,222,204$1,128,959▼ $93,245

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$1,453$77,774$79,227
Equipment$0$42,984$42,984
Other Land Buildings$5,000-$5,000
Land$0-$0

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2018$1,139,278$61,208▲ $20,428-$1,047,714
2017$1,060,798$229,825▲ $22,438-$1,139,278
2016$1,029,526$168,833▲ $21,318-$1,060,798
2015$1,022,906$151,211▲ $13,822-$1,029,526
2014$995,976$129,975▲ $40,277-$1,022,906
Compensation and Service Providers

Employees

NameTitleFull / Part TimeOtherTotal
Larry VervickTreasurerPT$1,573$1,573

Board Members and Trustees

NameTitle
Jon JacksonAssistant Raban
Michael WeigelChief Raban
Dean GilmoreHigh Priest &profit
Dwayne SelkOriental Guide
Tim TaylorPotentate
William SpurzemRecorder
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$59,045
Investment Income
$20,428
Other Revenue
$66,209
Change in Net Assets
$-27,518
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$145,583
Salaries, Compensation, and Employee Benefits$27,617
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Expenses$0$0$0$32,250
Other Salaries and Wages$0$0$0$25,086
Payments to Affiliates$0$0$0$16,193
Payroll Taxes$0$0$0$1,952
Other Employee Benefits$0$0$0$579
Total Functional Expenses$0$0$0$173,200
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$38,475
Fundraising Direct Expenses$19,790
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Calendar Sales$31,100$31,100$19,790$11,310
License Plate Sales$7,375$7,375-$7,375
Total Events$38,475$38,475$19,790$18,685
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

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

Filer

Filer Name
Shriners International
EIN
81-0176360
Phone
4064425305
Address
PO BOX 1174, HELENA, MT 59624-1174
Doing Business As
Algeria Shriners

Signing Officer

Name
William Spurzem
Title
Recorder
Phone
4064425305
Signed
2019-05-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
William Spurzem
Formed
1888
Legal Domicile
Mt
Voting Board Members
7
Independent Board Members
7
Employees
1
Volunteers
0

Preparer

Firm
Larry Vervick Pllc
Address
PO BOX 1023, MISSOULA, MT 59806
Preparer
Larry Vervick
Phone
4065441997
Supplemental Narrative

Additional Explanations

Pt VI, Line 6

The organization has members

Pt VI, Line 7A

The officers are elected annually by the members

Pt VI, Line 11B

Form 990 is reviewed and approved by the recorder and

Pt VI, Line 11B

Treasurer before it is signed and filed. Qualified

Pt VI, Line 11B

Personnel at shriners international also perform a review

Pt VI, Line 11B

Before the return is filed.

Pt VI, Line 12C

Compliance with our code of ethics is monitored and

Pt VI, Line 12C

Enforced by shriners international bylaws, section 210.7.

Pt VI, Line 19

Governing documents, conflicts of interest, policies and

Pt VI, Line 19

Financial statements are not made available to the public.

Pt VI, Line 19

Form 990 is made available to the public upon request.

Form 990, Part III, Line 4D

N/A

Raw XML AppendixShowing 400 of 434 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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION HAS MEMBERS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE OFFICERS ARE ELECTED ANNUALLY BY THE MEMBERS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2FORM 990 IS REVIEWED AND APPROVED BY THE RECORDER AND
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3TREASURER BEFORE IT IS SIGNED AND FILED. QUALIFIED
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4PERSONNEL AT SHRINERS INTERNATIONAL ALSO PERFORM A REVIEW
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5BEFORE THE RETURN IS FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6COMPLIANCE WITH OUR CODE OF ETHICS IS MONITORED AND
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7ENFORCED BY SHRINERS INTERNATIONAL BYLAWS, SECTION 210.7.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8GOVERNING DOCUMENTS, CONFLICTS OF INTEREST, POLICIES AND
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9FINANCIAL STATEMENTS ARE NOT MADE AVAILABLE TO THE PUBLIC.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10FORM 990 IS MADE AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11N/A
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Pt VI, Line 7a
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Pt VI, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Pt VI, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Pt VI, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Pt VI, Line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Pt VI, Line 12c
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Pt VI, Line 19
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Form 990, Part III, Line 4d
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IRS990/USAddress/AddressLine1Txt0PO Box 1174
IRS990/USAddress/CityNm0Helena
IRS990/USAddress/StateAbbreviationCd0MT
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ReturnHeader/BuildTS02019-02-21 02:37:17Z

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.$1.56$0.08$1.47$0.19$0.19$0.01
2023Detailed filing. Detailed filing data is available for this year.$1.47$0.09$1.38$0.19$0.16$0.03
2022Detailed filing. Detailed filing data is available for this year.$1.31$0.08$1.23$0.15$0.14$0.01
2021Detailed filing. Detailed filing data is available for this year.$1.51$0.07$1.44$0.15$0.15$0.00
2020Detailed filing. Detailed filing data is available for this year.$1.41$0.08$1.33$0.15$0.15$0.00
2019Detailed filing. Detailed filing data is available for this year.$1.28$0.08$1.20$0.16$0.19$0.03
2018Detailed filing. Detailed filing data is available for this year.$1.13$0.08$1.05$0.15$0.17$0.03
2017Detailed filing. Detailed filing data is available for this year.$1.22$0.08$1.14$0.16$0.17$0.02
2016Detailed filing. Detailed filing data is available for this year.$1.13$0.07$1.06$0.17$0.16$0.01
2015Detailed filing. Detailed filing data is available for this year.$1.10$0.07$1.03$0.13$0.16$0.02
2014Detailed filing. Detailed filing data is available for this year.$1.10$0.07$1.02$0.17$0.14$0.03
2013Detailed filing. Detailed filing data is available for this year.$1.03$0.03$1.00$0.18$0.14$0.04
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.97$0.08$0.89$0.20
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.91$0.07$0.84$0.19
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.77$0.05$0.72$0.17