Civic Intelligence

Montana Masonic Foundation

990 • Fiscal year 2017 • EIN 81-6012307

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

Organization ProfileN/A
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

19th percentile

0.00x

Higher debt load relative to assets than 19% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

40th percentile

0.06x

Higher debt load relative to revenue than 40% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Net Margin

13th percentile

-22%

Higher net margin than 13% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

42nd percentile

$39,125

Higher top officer pay than 42% of similar nonprofits.

Top officer pay equals 21.4% of source-year revenue.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Asset Growth

61st percentile

7.1%

Faster asset growth than 61% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

84th percentile

42%

Faster revenue growth than 84% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets19th percentile

Assets

Up

$4,215,080

Up $281,267 (+7.1%) from 2016

Net Assets

Up

$4,204,557

Up $270,744 (+6.9%) from 2016

Liabilities

Up

$10,523

Up $10,523 from 2016

Revenue And Expenses
Liabilities / Revenue40th percentileNet Margin13th percentile

Revenue

Up

$182,431

Up $53,662 (+42%) from 2016

Expenses

Down

$221,812

Down $87,087 (-28%) from 2016

Net Income

Up

-$39,381

Up $140,749 (+78%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth61st percentile

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

$6.0M$4.0M$2.0M$0Assets 2010: $3,161,482Liabilities 2010: $7,706Net Assets 2010: $3,153,7762010Assets 2011: $3,600,794Liabilities 2011: $30,000Net Assets 2011: $3,570,7942011Assets 2012: $3,576,719Liabilities 2012: $0Net Assets 2012: $3,576,7192012Assets 2013: $3,843,550Liabilities 2013: $0Net Assets 2013: $3,843,5502013Assets 2014: $4,236,803Liabilities 2014: $0Net Assets 2014: $4,236,8032014Assets 2015: $4,233,115Liabilities 2015: $33,148Net Assets 2015: $4,199,9672015Assets 2016: $3,933,813Liabilities 2016: $0Net Assets 2016: $3,933,8132016Assets 2017: $4,215,080Liabilities 2017: $10,523Net Assets 2017: $4,204,5572017Assets 2018: $4,312,787Liabilities 2018: $1,670Net Assets 2018: $4,311,1172018Assets 2019: $4,542,075Liabilities 2019: $28,337Net Assets 2019: $4,513,7382019Assets 2020: $4,523,707Liabilities 2020: $183Net Assets 2020: $4,523,5242020Assets 2021: $5,686,845Liabilities 2021: $1,824Net Assets 2021: $5,685,0212021Assets 2022: $4,691,788Liabilities 2022: $1,655Net Assets 2022: $4,690,1332022Assets 2023: $5,017,099Liabilities 2023: $21,953Net Assets 2023: $4,995,1462023Assets 2024: $5,589,935Liabilities 2024: $9,147Net Assets 2024: $5,580,7882024Assets 2025: $5,755,670Liabilities 2025: $0Net Assets 2025: $5,755,6702025

Highlighted filing

2017

Assets$4,215,080
Liabilities$10,523
Net Assets$4,204,557
Open 2017 Filing

Operations Trend

Revenue Growth84th percentile

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

$600K$400K$200K$0-$200K-$400KExpenses 2010: $170,8842010Expenses 2011: $139,2622011Expenses 2012: $135,4812012Revenue 2013: $156,388Expenses 2013: $133,423Net Income 2013: $22,9652013Revenue 2014: $440,543Expenses 2014: $238,041Net Income 2014: $202,5022014Revenue 2015: $127,992Expenses 2015: $252,231Net Income 2015: -$124,2392015Revenue 2016: $128,769Expenses 2016: $308,899Net Income 2016: -$180,1302016Revenue 2017: $182,431Expenses 2017: $221,812Net Income 2017: -$39,3812017Revenue 2018: $126,247Expenses 2018: $297,661Net Income 2018: -$171,4142018Revenue 2019: $198,900Expenses 2019: $293,401Net Income 2019: -$94,5012019Revenue 2020: $118,184Expenses 2020: $262,887Net Income 2020: -$144,7032020Revenue 2021: $323,369Expenses 2021: $322,189Net Income 2021: $1,1802021Revenue 2022: $110,568Expenses 2022: $411,219Net Income 2022: -$300,6512022Revenue 2023: $130,751Expenses 2023: $387,223Net Income 2023: -$256,4722023Revenue 2024: $283,669Expenses 2024: $388,048Net Income 2024: -$104,3792024Revenue 2025: $128,526Expenses 2025: $402,763Net Income 2025: -$274,2372025

Highlighted filing

2017

Revenue$182,431
Expenses$221,812
Net Income-$39,381
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
May 14, 2018
Return Version
2016v3.0
Gross Receipts
$182,431
Mission and Program Overview

Mission

To support charitable, scientific, literary, and educational purposes; to dispense charity, both public and private; and to encourage and promote free public education and schools through endowments, grants, scholarships, and fellowships.

To use funds for charitable, scientific, literary, or educational purposes.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$3,113,560$3,467,788▲ $354,228
Land, Buildings, and Equipment, Net$609,651$592,490▼ $17,161
Savings and Temporary Cash Investments$195,109$127,050▼ $68,059
Cash and Non-Interest-Bearing Accounts$15,493$27,752▲ $12,259
Total Assets$3,933,813$4,215,080▲ $281,267
Liabilities
Other Liabilities$0$10,523▲ $10,523
Total Liabilities$0$10,523▲ $10,523
Net Assets / Fund Balance
Unrestricted Net Assets$2,424,001$2,694,745▲ $270,744
Permanently Rstr Net Assets$1,509,396$1,509,396→ $0
Temporarily Rstr Net Assets$416$416→ $0
Total Net Assets Fund Balance$3,933,813$4,204,557▲ $270,744
Total Liabilities and Net Assets / Fund Balance$3,933,813$4,215,080▲ $281,267

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$327,647$144,353$472,000
Land$201,000-$201,000
Other Land Buildings$63,140$45,845$108,985
Equipment$703$14,643$15,346
Compensation and Service Providers
Top Officer Pay42nd percentile

Employees

NameTitleOtherTotal
Reid L GardinerSecretary (thru 6/25/17)$39,125$39,125

Board Members and Trustees

NameTitle
Louis K Smith IiiPresident (thru 6/25/17)
Lewie FletcherDirector
Alan FrohbergDirector (as of 6/25/17)
Martin OlsenDirector (as of 6/25/17)
Thom ChisholmDirector (as of 6/25/17)
Jeffrey HaradaDirector (THRU 6/25/17); VP (AS OF 6/25/17
Daniel GardnerSecretary (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
$99,571
Program Service Revenue
$25
Investment Income
$65,975
Other Revenue
$16,860
All Other Contributions
$99,571
Change in Net Assets
$-39,381

Audited Revenue Reconciliation

Revenue per Audited Statements
$182,431
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$310,125
Total Revenue per Audited Statements
$492,556
Total Revenue per Form 990
$182,431
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$191,080
Grants and Similar Amounts Paid$30,732
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Service Investment Mgmnt Fees-$39,931-$39,931
Grants to Domestic Orgs$27,732--$27,732
Depreciation Depletion-$17,161-$17,161
Occupancy-$13,252-$13,252
All Other Expenses-$8,619-$8,619
Other Expenses$6,497--$6,497
Office Expenses-$3,169-$3,169
Grants to Domestic Individuals$3,000--$3,000
Fees for Services Accounting-$1,305-$1,305
Total Functional Expenses$138,375$83,437$0$221,812

Audited Expense Reconciliation

Line ItemAmount
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
Expenses per Audited Statements$0
Total Expenses per Audited Statements$0
Total Expenses per Form 990$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Chief Joseph Elementary SchoolGreat Falls, MT-Library Books$5,000
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
Due to Grand Lodge$10,523
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Annual disclosure for covered persons
No
Audit committee
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

Governance Explanations

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 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
Montana Masonic Foundation
EIN
81-6012307
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
1960
Legal Domicile
Mt
Voting Board Members
6
Independent Board Members
6
Employees
0
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 foundation 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 recording of investment unrealized gains and losses 2. The recording of depreciation on property and equipment 3. The recording of amounts due to and from affiliated organizations.”

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:

“License plate program, office rental, musuem and other miscellaneous programs.”

Raw XML AppendixShowing 400 of 503 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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IRS990/OtherExpensesGrp/ProgramServicesAmt212069
IRS990/OtherExpensesGrp/ProgramServicesAmt36497
IRS990/OtherExpensesGrp/TotalAmt054077
IRS990/OtherExpensesGrp/TotalAmt135000
IRS990/OtherExpensesGrp/TotalAmt212069
IRS990/OtherExpensesGrp/TotalAmt36497
IRS990/OtherLiabilitiesGrp/BOYAmt00
IRS990/OtherLiabilitiesGrp/EOYAmt010523
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/BusinessCd1900099
IRS990/OtherRevenueMiscGrp/Desc0LICENSE PLATE SALES
IRS990/OtherRevenueMiscGrp/Desc1MISCELLANEOUS INCOME
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt05025
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt11835
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt05025
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt11835
IRS990/OtherRevenueTotalAmt06860
IRS990/PartialLiquidationInd00
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt01509396
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt01509396
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0DANIEL GARDINER
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0511140
IRS990/ProgramServiceRevenueGrp/Desc0MASONIC NEWS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt025
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt025
IRS990/ProgSrvcAccomActy2Grp/Desc0PROVIDE NEWSLETTER TO MEMBERS AND SOLICIT DONATIONS.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt012069
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt025
IRS990/ProgSrvcAccomActy3Grp/Desc0PROGRAM THAT PROVIDES STUDENTS WITH BIKES AND KINDLES FOR HAVING COMPLETED CERTAIN REQUIREMENTS RELATED TO READING IN SCHOOL.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt054077
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt067229
IRS990/ProgSrvcAccomActyOtherGrp/GrantAmt025732
IRS990/ProgSrvcAccomActyOtherGrp/RevenueAmt016860
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt044692
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt047142
IRS990/PYInvestmentIncomeAmt067352
IRS990/PYOtherExpensesAmt0261757
IRS990/PYOtherRevenueAmt016550
IRS990/PYProgramServiceRevenueAmt0175
IRS990/PYRevenuesLessExpensesAmt0-180130
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0308899
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0128769
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt0-39381
IRS990/RegularMonitoringEnfrcInd00
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RentalIncomeOrLossGrp/RealAmt010000
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0195109
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0127050
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0MONTANA MASONIC FOUNDATION MEETS THE FACTS AND CIRCUMSTANCES TEST BECAUSE IT HAS A SOLICITATION PLAN THROUGH THE MASONIC NEWSLETTER FOR ATTRACTING PUBLIC SUPPORT AND A BROAD REPRESENTATIVE GOVERNING BODY. IT RECEIVES A LARGE PERCENTAGE OF SUPPORT FROM THE GENERAL PUBLIC AND ITS MONTANA MASONIC MUSEUM IS OPEN TO THE GENERAL PUBLIC.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART II, SECTION C, LINE 17A, FACTS AND CIRCUMSTANCES TEST:
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt099571
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt044692
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt036088
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt067752
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt013940
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0262043
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt065975
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt067352
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt071093
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0322337
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0144486
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0671243
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt0124595
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.26690
IRS990ScheduleA/PublicSupportPY170Pct00.17460
IRS990ScheduleA/PublicSupportTotal170Amt0262043
IRS990ScheduleA/TenPctFactsCrcmstncsTestCYInd0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt099571
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt044692
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt036088
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt067752
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt013940
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0262043
IRS990ScheduleA/TotalSupportAmt0981686
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearAmt010000
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearMinus1YearAmt09600
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearMinus2YearsAmt09600
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearMinus3YearsAmt09600
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearMinus4YearsAmt09600
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt048400
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/BuildingsGrp/BookValueAmt0327647
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0144353
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt0472000
IRS990ScheduleD/EquipmentGrp/BookValueAmt0703
IRS990ScheduleD/EquipmentGrp/DepreciationAmt014643
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt015346
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt00
IRS990ScheduleD/LandGrp/BookValueAmt0201000
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0201000
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0310125
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt063140
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt045845
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt0108985
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt010523
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0DUE TO GRAND LODGE
IRS990ScheduleD/RevenueNotReportedAmt0310125
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt0182431
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0592490
IRS990ScheduleD/TotalExpensesPerForm990Amt00
IRS990ScheduleD/TotalLiabilityAmt010523
IRS990ScheduleD/TotalRevenuePerForm990Amt0182431
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0492556
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt00
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/RecipientTable/CashGrantAmt05000
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0LIBRARY BOOKS
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0CHIEF JOSEPH ELEMENTARY SCHOOL
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt05305 3RD AVENUE SOUTH
IRS990ScheduleI/RecipientTable/USAddress/CityNm0GREAT FALLS
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0MT
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd059405
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE GRAND SECRETARY AND THE GRAND TREASURER REVIEW THE 990 BEFORE IT IS FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1GOVERNING DOCUMENTS, THE CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE FOUNDATION 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 RECORDING OF INVESTMENT UNREALIZED GAINS AND LOSSES 2. THE RECORDING OF DEPRECIATION ON PROPERTY AND EQUIPMENT 3. THE RECORDING OF AMOUNTS DUE TO AND FROM AFFILIATED ORGANIZATIONS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE BOARD OF DIRECTORS IS RESPONSIBLE FOR OVERSIGHT OF THE REVIEW OF THE FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT ACCOUNTANT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4LICENSE PLATE PROGRAM, OFFICE RENTAL, MUSUEM AND OTHER MISCELLANEOUS PROGRAMS.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART XII, LINE 1:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART XII, LINE 2C:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 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/BusinessNameLine1Txt0ANCIENT FREE & ACCEPTED MASONS OF MONTANA GRAND LODGE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0810106163
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(11)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0MT
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0SUPREME AUTHORITY OF LODGES OF ANCIENT FREE AND ACCEPTED MASONS OF MT
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/PerformOfServicesByOtherOrgInd01
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd01

Document Assets

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Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,215,080
Liabilities
$10,523
Net assets
$4,204,557
Revenue
$182,431
Expenses
$221,812
Net income
-$39,381
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$5.76$0.00$5.76$0.13$0.40$0.27
2024Detailed filing. Detailed filing data is available for this year.$5.59$0.01$5.58$0.28$0.39$0.10
2023Detailed filing. Detailed filing data is available for this year.$5.02$0.02$5.00$0.13$0.39$0.26
2022Detailed filing. Detailed filing data is available for this year.$4.69$0.00$4.69$0.11$0.41$0.30
2021Detailed filing. Detailed filing data is available for this year.$5.69$0.00$5.69$0.32$0.32$0.00
2020Detailed filing. Detailed filing data is available for this year.$4.52$0.00$4.52$0.12$0.26$0.14
2019Detailed filing. Detailed filing data is available for this year.$4.54$0.03$4.51$0.20$0.29$0.09
2018Detailed filing. Detailed filing data is available for this year.$4.31$0.00$4.31$0.13$0.30$0.17
2017Detailed filing. Detailed filing data is available for this year.$4.22$0.01$4.20$0.18$0.22$0.04
2016Detailed filing. Detailed filing data is available for this year.$3.93$0.00$3.93$0.13$0.31$0.18
2015Detailed filing. Detailed filing data is available for this year.$4.23$0.03$4.20$0.13$0.25$0.12
2014Detailed filing. Detailed filing data is available for this year.$4.24$0.00$4.24$0.44$0.24$0.20
2013Summary only. Only limited summary data is available for this year.$3.84$0.00$3.84$0.16$0.13$0.02
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.58$0.00$3.58$0.14
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.60$0.03$3.57$0.14
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.16$0.01$3.15$0.17