Civic Intelligence

Montana Masonic Foundation

990 • Fiscal year 2021 • EIN 81-6012307

Jul 01, 2020 to Jun 30, 2021 • Filed on Nov 11, 2021

Organization ProfileN/A
PO Box 1692Helena, MT 59624

(406) 442-7774

Siviq Scores

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

Liabilities / Assets

10th percentile

0.00x

Higher debt load relative to assets than 10% of similar nonprofits.

2021 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2021

Liabilities / Revenue

12th percentile

0.01x

Higher debt load relative to revenue than 12% of similar nonprofits.

2021 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2021

Net Margin

24th percentile

0.4%

Higher net margin than 24% of similar nonprofits.

2021 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2021

Top Officer Pay

26th percentile

$43,000

Higher top officer pay than 26% of similar nonprofits.

Top officer pay equals 13.3% of source-year revenue.

2021 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2021

Asset Growth

77th percentile

26%

Faster asset growth than 77% of similar nonprofits.

2021 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2020 to 2021

Revenue Growth

93rd percentile

174%

Faster revenue growth than 93% of similar nonprofits.

2021 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets10th percentile

Assets

Up

$5,686,845

Up $1,163,138 (+26%) from 2020

Net Assets

Up

$5,685,021

Up $1,161,497 (+26%) from 2020

Liabilities

Up

$1,824

Up $1,641 (+897%) from 2020

Revenue And Expenses
Liabilities / Revenue12th percentileNet Margin24th percentile

Revenue

Up

$323,369

Up $205,185 (+174%) from 2020

Expenses

Up

$322,189

Up $59,302 (+23%) from 2020

Net Income

Up

$1,180

Up $145,883 (+101%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth77th 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

2021

Assets$5,686,845
Liabilities$1,824
Net Assets$5,685,021
Open 2021 Filing

Operations Trend

Revenue Growth93rd 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

2021

Revenue$323,369
Expenses$322,189
Net Income$1,180
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Nov 11, 2021
Return Version
2020v4.1
Gross Receipts
$323,369
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$3,838,049$4,956,444▲ $1,118,395
Land, Buildings, and Equipment, Net$545,623$528,488▼ $17,135
Savings and Temporary Cash Investments$89,412$147,800▲ $58,388
Cash and Non-Interest-Bearing Accounts$50,588$54,113▲ $3,525
Accounts Receivable$35--
Total Assets$4,523,707$5,686,845▲ $1,163,138
Liabilities
Accounts Payable and Accrued Expenses$183$1,824▲ $1,641
Total Liabilities$183$1,824▲ $1,641
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$4,523,524$5,685,021▲ $1,161,497
Total Net Assets Fund Balance$4,523,524$5,685,021▲ $1,161,497
Total Liabilities and Net Assets / Fund Balance$4,523,707$5,686,845▲ $1,163,138

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$289,887$182,113$472,000
Land$201,000-$201,000
Other Land Buildings$34,899$74,086$108,985
Equipment$2,702$17,930$20,632
Compensation and Service Providers
Top Officer Pay26th percentile

Employees

NameTitleOtherTotal
Daniel GardnerSecretary$43,000$43,000

Board Members and Trustees

NameTitle
E Bill MurphyPresident
Sam Whitehead2nd Vice President
Johnathon DahlquistVice President
Alan FrohbergDirector
David SchantzDirector
Jason SmithDirector
Sandy StinnettDirector
Will EnloeDirector
Bruce W LahtiTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$244,807
Program Service Revenue
$0
Investment Income
$65,563
Other Revenue
$12,999
All Other Contributions
$244,807
Change in Net Assets
$1,180
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$269,796
Grants and Similar Amounts Paid$52,393
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$52,393--$52,393
Fees for Service Investment Mgmnt Fees-$49,098-$49,098
Other Expenses$23,220$10,000-$23,220
Depreciation Depletion-$17,134-$17,134
Office Expenses-$10,915-$10,915
Fees for Services Accounting-$6,650-$6,650
All Other Expenses-$5,888-$5,888
Travel-$1,603-$1,603
Total Functional Expenses$220,901$101,288$0$322,189
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Meadowlark SchoolGreat Falls, MT-Donation for Science Education$6,848
Superior High SchoolSuperior, MT-Donation for Science Education$5,450
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
Governance and Compliance

Governance Checklist

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

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 B, Line 12C

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

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 1692, HELENA, MT 59624

Signing Officer

Name
Daniel Gardiner
Title
Grand Secretary
Phone
4064427774
Signed
2021-11-11
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Daniel Gardiner
Formed
1960
Legal Domicile
Mt
Voting Board Members
9
Independent Board Members
9
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

Part XII, Line 2C

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

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

“Musuem and other miscellaneous programs.”

Raw XML AppendixShowing 400 of 482 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.

Path#Value
IRS990/AccountantCompileOrReviewInd01
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt0183
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt01824
IRS990/AccountsReceivableGrp/BOYAmt035
IRS990/AcctCompileOrReviewBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0TO USE FUNDS FOR CHARITABLE, SCIENTIFIC, LITERARY, OR EDUCATIONAL PURPOSES.
IRS990/AllOtherContributionsAmt0244807
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt05888
IRS990/AllOtherExpensesGrp/TotalAmt05888
IRS990/AnnualDisclosureCoveredPrsnInd00
IRS990/AuditCommitteeInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0DANIEL GARDNER
IRS990/BooksInCareOfDetail/PhoneNum04064427774
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0425 NORTH PARK AVE
IRS990/BooksInCareOfDetail/USAddress/CityNm0HELENA
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MT
IRS990/BooksInCareOfDetail/USAddress/ZIPCd059624
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/BOYAmt050588
IRS990/CashNonInterestBearingGrp/EOYAmt054113
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0244807
IRS990/CYGrantsAndSimilarPaidAmt052393
IRS990/CYInvestmentIncomeAmt065563
IRS990/CYOtherExpensesAmt0269796
IRS990/CYOtherRevenueAmt012999
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt01180
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt0322189
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0323369
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/DepreciationDepletionGrp/ManagementAndGeneralAmt017134
IRS990/DepreciationDepletionGrp/TotalAmt017134
IRS990/Desc0TO PROVIDE LIBRARY BOOKS AND EQUIPMENT TO SCHOOLS THROUGH EDUCATIONAL GRANTS.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd00
IRS990/DonorAdvisedFundInd00
IRS990/DonorRstrOrQuasiEndowmentsInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt059393
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt06650
IRS990/FeesForServicesAccountingGrp/TotalAmt06650
IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt049098
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt049098
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt440.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt51.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt61.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt71.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt81.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt91.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt61.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt71.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt81.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt91.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/PersonNm0E BILL MURPHY
IRS990/Form990PartVIISectionAGrp/PersonNm1JOHNATHON DAHLQUIST
IRS990/Form990PartVIISectionAGrp/PersonNm2SAM WHITEHEAD
IRS990/Form990PartVIISectionAGrp/PersonNm3BRUCE W LAHTI
IRS990/Form990PartVIISectionAGrp/PersonNm4DANIEL GARDNER
IRS990/Form990PartVIISectionAGrp/PersonNm5ALAN FROHBERG
IRS990/Form990PartVIISectionAGrp/PersonNm6DAVID SCHANTZ
IRS990/Form990PartVIISectionAGrp/PersonNm7WILL ENLOE
IRS990/Form990PartVIISectionAGrp/PersonNm8SANDY STINNETT
IRS990/Form990PartVIISectionAGrp/PersonNm9JASON SMITH
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt443000
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt22ND VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt3TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt4SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01960
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedInd00
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt09
IRS990/GrantAmt052393
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt052393
IRS990/GrantsToDomesticOrgsGrp/TotalAmt052393
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt0323369
IRS990/GrossRentsGrp/RealAmt010000
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt09
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt065563
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt065563
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt03838049
IRS990/InvestmentsPubTradedSecGrp/EOYAmt04956444
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0274129
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0545623
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0528488
IRS990/LandBldgEquipCostOrOtherBssAmt0802617
IRS990/LegalDomicileStateCd0MT
IRS990/LessRentalExpensesGrp/RealAmt00
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO 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.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt04523524
IRS990/NetAssetsOrFundBalancesEOYAmt05685021
IRS990/NetRentalIncomeOrLossGrp/RelatedOrExemptFuncIncomeAmt010000
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt010000
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt01160317
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt04523524
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt05685021
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt010915
IRS990/OfficeExpensesGrp/TotalAmt010915
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0MUSEUM
IRS990/OtherExpensesGrp/Desc1STAFF SERVICE AGREEMENT
IRS990/OtherExpensesGrp/Desc2MASONIC NEWS
IRS990/OtherExpensesGrp/Desc3BIKES FOR BOOKS & KINDL
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt010000
IRS990/OtherExpensesGrp/ProgramServicesAmt070905
IRS990/OtherExpensesGrp/ProgramServicesAmt133000
IRS990/OtherExpensesGrp/ProgramServicesAmt241383
IRS990/OtherExpensesGrp/ProgramServicesAmt323220
IRS990/OtherExpensesGrp/TotalAmt070905
IRS990/OtherExpensesGrp/TotalAmt143000
IRS990/OtherExpensesGrp/TotalAmt241383
IRS990/OtherExpensesGrp/TotalAmt323220
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/BusinessCd1900099
IRS990/OtherRevenueMiscGrp/Desc0MISCELLANEOUS INCOME
IRS990/OtherRevenueMiscGrp/Desc1LICENSE PLATE SALES
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt01649
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt11350
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt01649
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt11350
IRS990/OtherRevenueTotalAmt02999
IRS990/PartialLiquidationInd00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0DANIEL GARDINER
IRS990/ProfessionalFundraisingInd00
IRS990/ProgSrvcAccomActy2Grp/Desc0PROVIDE NEWSLETTER TO MEMBERS AND SOLICIT DONATIONS.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt041383
IRS990/ProgSrvcAccomActy3Grp/Desc0PROGRAM THAT PROVIDES STUDENTS WITH BIKES AND KINDLES FOR HAVING COMPLETED CERTAIN REQUIREMENTS RELATED TO READING IN SCHOOL.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt025220
IRS990/ProgSrvcAccomActyOtherGrp/Desc0OPERATIONS FOR THE MUSEUM THAT IS OPEN TO THE PUBLIC.
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt094905
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt036163
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt056642
IRS990/PYInvestmentIncomeAmt066850
IRS990/PYOtherExpensesAmt0206245
IRS990/PYOtherRevenueAmt015171
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0-144703
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0262887
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0118184
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt01180
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RentalIncomeOrLossGrp/RealAmt010000
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt089412
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0147800
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0244807
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt036163
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0113612
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt037678
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt099571
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0531831
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt065563
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt066850
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt068968
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt070004
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt065975
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0337360
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt021440
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.57860
IRS990ScheduleA/PublicSupportPY170Pct00.46040
IRS990ScheduleA/PublicSupportTotal170Amt0531831
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0244807
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt036163
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0113612
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt037678
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt099571
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0531831
IRS990ScheduleA/TotalSupportAmt0919191
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearAmt010000
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearMinus1YearAmt010000
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearMinus2YearsAmt010000
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearMinus3YearsAmt010000
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearMinus4YearsAmt010000
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt050000
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/BookValueAmt0289887
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0182113
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt0472000
IRS990ScheduleD/EquipmentGrp/BookValueAmt02702
IRS990ScheduleD/EquipmentGrp/DepreciationAmt017930
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt020632
IRS990ScheduleD/LandGrp/BookValueAmt0201000
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0201000
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt034899
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt074086
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt0108985
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0528488
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/RecipientTable/CashGrantAmt05450
IRS990ScheduleI/RecipientTable/CashGrantAmt16848
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0DONATION FOR SCIENCE EDUCATION
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1DONATION FOR SCIENCE EDUCATION
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0SUPERIOR HIGH SCHOOL
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1MEADOWLARK SCHOOL
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0410 ARIZONA AVE
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt12204 FOX FARM RD
IRS990ScheduleI/RecipientTable/USAddress/CityNm0SUPERIOR
IRS990ScheduleI/RecipientTable/USAddress/CityNm1GREAT FALLS
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0MT
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd1MT
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd059872
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd159404
IRS990ScheduleI/TotalOtherOrgCnt02
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE GRAND SECRETARY AND THE GRAND TREASURER REVIEW THE 990 BEFORE IT IS FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE TRANSACTIONS THAT GIVE RISE TO CONFLICTS OF INTEREST ARE REVIEWED ON A QUARTERLY BASIS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2GOVERNING DOCUMENTS, THE CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE BOARD OF DIRECTORS IS RESPONSIBLE FOR OVERSIGHT OF THE AUDIT OF THE FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT ACCOUNTANT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4MUSUEM AND OTHER MISCELLANEOUS PROGRAMS.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3PART 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)(8) & (C)(10)
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
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt010000
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt143000
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0COST
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt1COST
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0GRAND LODGE AF & AM
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt1GRAND LODGE AF & AM
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0J
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt1M
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$5,686,845
Liabilities
$1,824
Net assets
$5,685,021
Revenue
$323,369
Expenses
$322,189
Net income
$1,180
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