Civic Intelligence

The First Worshipful Masters' Association of Massachusetts

990 • Fiscal year 2019 • EIN 86-1168144

Jan 01, 2019 to Dec 31, 2019 • Filed on Jun 12, 2020

C/O Peter M Bloom 156 Cypress StreeWatertown, MA 02472

(617) 281-7672

Siviq Scores

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

Liabilities / Assets

62nd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2019 filings • 501(c)10 • <$500k nonprofits • Source year 2019

Liabilities / Revenue

60th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2019 filings • 501(c)10 • <$500k nonprofits • Source year 2019

Net Margin

98th percentile

73%

Higher net margin than 98% of similar nonprofits.

2019 filings • 501(c)10 • <$500k nonprofits • Source year 2019

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2019 filings • 501(c)10 • <$500k nonprofits • Source year 2019

Asset Growth

88th percentile

22%

Faster asset growth than 88% of similar nonprofits.

2019 filings • 501(c)10 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

16th percentile

-30%

Faster revenue growth than 16% of similar nonprofits.

2019 filings • 501(c)10 • <$500k nonprofits • Annualized from 2018 to 2019

Assets

Up

$465,249

Up $83,452 (+22%) from 2018

Net Assets

Up

$465,249

Up $83,452 (+22%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue

Down

$18,344

Down $8,029 (-30%) from 2018

Expenses

Down

$4,993

Down $1,102 (-18%) from 2018

Net Income

Down

$13,351

Down $6,927 (-34%) from 2018

Historical Trend

Balance Sheet Trend

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

$600K$400K$200K$0Assets 2017: $378,481Liabilities 2017: $0Net Assets 2017: $378,4812017Assets 2018: $381,797Liabilities 2018: $0Net Assets 2018: $381,7972018Assets 2019: $465,249Liabilities 2019: $0Net Assets 2019: $465,2492019Assets 2020: $489,467Liabilities 2020: $0Net Assets 2020: $489,4672020Assets 2021: $562,662Liabilities 2021: $0Net Assets 2021: $562,6622021Assets 2022: $488,869Liabilities 2022: $0Net Assets 2022: $488,8692022Assets 2023: $544,987Liabilities 2023: $0Net Assets 2023: $544,9872023Assets 2024: $587,661Liabilities 2024: $0Net Assets 2024: $587,6612024

Highlighted filing

2019

Assets$465,249
Liabilities$0
Net Assets$465,249

Operations Trend

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

$40K$30K$20K$10K$0-$10KRevenue 2017: $0Expenses 2017: $3,764Net Income 2017: -$3,7642017Revenue 2018: $26,373Expenses 2018: $6,095Net Income 2018: $20,2782018Revenue 2019: $18,344Expenses 2019: $4,993Net Income 2019: $13,3512019Revenue 2020: $23,834Expenses 2020: $10,239Net Income 2020: $13,5952020Revenue 2021: $26,637Expenses 2021: $11,129Net Income 2021: $15,5082021Revenue 2022: $18,385Expenses 2022: $12,404Net Income 2022: $5,9812022Revenue 2023: $18,053Expenses 2023: $11,114Net Income 2023: $6,9392023Revenue 2024: $32,780Expenses 2024: $23,846Net Income 2024: $8,9342024

Highlighted filing

2019

Revenue$18,344
Expenses$4,993
Net Income$13,351
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Jun 12, 2020
Return Version
2019v5.1
Gross Receipts
$162,638
Mission and Program Overview

Mission

To promote fraternalism and good work in the community

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$381,797$465,249▲ $83,452
Investments in Publicly Traded Securities$358,612$452,787▲ $94,175
Cash and Non-Interest-Bearing Accounts$23,185$12,462▼ $10,723
Total Assets$381,797$465,249▲ $83,452
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$381,797$465,249▲ $83,452
Total Liabilities and Net Assets / Fund Balance$381,797$465,249▲ $83,452
Compensation and Service Providers

Board Members and Trustees

NameTitle
Peter M BloomSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$18,344
Other Revenue
$0
Change in Net Assets
$13,351
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$4,993
Grants and Similar Amounts Paid$0
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$4,282$0$0$4,282
Fees for Services Accounting$0$650$0$650
Office Expenses$0$45$0$45
Other Expenses$0$16$0$16
Total Functional Expenses$4,282$711$0$4,993
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
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
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
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No
Filing and Contact Details

Filer

Filer Name
THE FIRST WORSHIPFUL MASTERS' ASSOCIATION
EIN
86-1168144
Phone
6172817672
Address
C/O PETER M BLOOM 156 CYPRESS STREE, WATERTOWN, MA 02472

Signing Officer

Name
Peter M Bloom
Title
Secretary
Phone
6172817672
Signed
2020-06-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Peter M Bloom
Formed
1940
Legal Domicile
Ma
Voting Board Members
50
Independent Board Members
50
Employees
0
Volunteers
50

Preparer

Firm
Henry Shulman CPA
Address
1938 WASHINGTON STREET UNIT 414, Auburndale, MA 02466
Preparer
Henry Shulman CPA
Phone
6172447495
Supplemental Narrative

Additional Explanations

Pt XI

line 9 increase in market value of investments, 70,101

Pt VI, Line 11B

the form 990 is reviewed by the secretary of the organization prior to signing and filing

Raw XML Appendix236 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/InvestmentInJointVentureInd0false
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0358612
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IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
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IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0144294
IRS990/LoanOutstandingInd0false
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IRS990/ReportLandBuildingEquipmentInd0false
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