Civic Intelligence

Shriners International

990 • Fiscal year 2019 • EIN 81-0176360

Jan 01, 2019 to Dec 31, 2019 • Filed on May 04, 2020

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

87th percentile

0.06x

Higher debt load relative to assets than 87% of similar nonprofits.

2019 filings • 501(c)10 • $1M-$5M nonprofits • Source year 2019

Liabilities / Revenue

93rd percentile

0.51x

Higher debt load relative to revenue than 93% of similar nonprofits.

2019 filings • 501(c)10 • $1M-$5M nonprofits • Source year 2019

Net Margin

18th percentile

-22%

Higher net margin than 18% of similar nonprofits.

2019 filings • 501(c)10 • $1M-$5M nonprofits • Source year 2019

Top Officer Pay

49th percentile

$1,645

Higher top officer pay than 49% of similar nonprofits.

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

2019 filings • 501(c)10 • $1M-$5M nonprofits • Source year 2019

Asset Growth

82nd percentile

14%

Faster asset growth than 82% of similar nonprofits.

2019 filings • 501(c)10 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Revenue Growth

58th percentile

6.4%

Faster revenue growth than 58% of similar nonprofits.

2019 filings • 501(c)10 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Assets

Up

$1,282,312

Up $153,353 (+14%) from 2018

Net Assets

Up

$1,202,991

Up $155,277 (+15%) from 2018

Liabilities

Down

$79,321

Down $1,924 (-2.4%) from 2018

Revenue

Up

$155,060

Up $9,378 (+6.4%) from 2018

Expenses

Up

$188,756

Up $15,556 (+9.0%) from 2018

Net Income

Down

-$33,696

Down $6,178 (-22%) from 2018

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

2019

Assets$1,282,312
Liabilities$79,321
Net Assets$1,202,991

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

2019

Revenue$155,060
Expenses$188,756
Net Income-$33,696
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
May 4, 2020
Return Version
2019v5.1
Gross Receipts
$203,081
Mission and Program Overview

Mission

Fraternity w/ philanthropic mission

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$1,046,375$1,196,496▲ $150,121
Cash and Non-Interest-Bearing Accounts$30,180$55,199▲ $25,019
Inventories for Sale or Use$16,448$15,064▼ $1,384
Accounts Receivable$29,142$9,317▼ $19,825
Land, Buildings, and Equipment, Net$6,453$6,236▼ $217
Prepaid Expenses and Deferred Charges$361--
Total Assets$1,128,959$1,282,312▲ $153,353
Liabilities
Deferred Revenue$74,235$76,340▲ $2,105
Accounts Payable and Accrued Expenses$7,010$2,981▼ $4,029
Total Liabilities$81,245$79,321▼ $1,924
Net Assets / Fund Balance
Net Assets With Donor Restrictions$897,268$850,077▼ $47,191
Net Assets Without Donor Restrictions$150,446$352,914▲ $202,468
Total Net Assets Fund Balance$1,047,714$1,202,991▲ $155,277
Total Liabilities and Net Assets / Fund Balance$1,128,959$1,282,312▲ $153,353

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$1,236$77,991$79,227
Equipment$0$42,984$42,984
Other Land Buildings$5,000-$5,000
Land$0--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2019$1,047,714$324,501▲ $19,347-$1,202,991
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
Compensation and Service Providers

Employees

NameTitleFull / Part TimeOtherTotal
Larry VervickTreasurerPT$1,645$1,645

Board Members and Trustees

NameTitle
Dean GilmoreAssistant Rabban
Dwayne SelkChief Rabban
Robin CookHigh Priest & Prophet
David PickOriental Guide
Jon JacksonPotentate
William SpurzemRecorder
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$57,715
Investment Income
$19,347
Other Revenue
$77,998
Change in Net Assets
$-33,696
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$177,657
Salaries, Compensation, and Employee Benefits$11,099
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Expenses$0$0$0$22,523
Payments to Affiliates$0$0$0$17,875
Other Salaries and Wages$0$0$0$9,728
Payroll Taxes$0$0$0$758
Other Employee Benefits$0$0$0$613
Total Functional Expenses$0$0$0$188,756
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$55,690
Fundraising Direct Expenses$31,634
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Calendar Sales$33,930$33,930$19,434$14,496
License Plate Sales$6,450$6,450$0$6,450
Total Events$55,690$55,690$31,634$24,056
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 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
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
2020-05-04
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
2
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 438 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
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Pt VI, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Pt VI, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Pt VI, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Pt VI, Line 11b
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Pt VI, Line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Pt VI, Line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Form 990, Part III, Line 4d
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Document Assets

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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