Civic Intelligence

First Westchester-Putnam Masonic Charities Corporation

990EZ • Fiscal year 2020 • EIN 06-1219357

Jan 01, 2020 to Dec 31, 2020 • Filed on Apr 01, 2021

Organization ProfileN/A
54 Main StreetTarrytown, NY 10591

(914) 469-0252

Siviq Scores

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

Liabilities / Assets

55th percentile

0.00x

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

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

55th percentile

0.00x

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

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Net Margin

7th percentile

-115%

Higher net margin than 7% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Asset Growth

70th percentile

26%

Faster asset growth than 70% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

12th percentile

-71%

Faster revenue growth than 12% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets55th percentile

Assets

Up

$170,208

Up $34,639 (+26%) from 2019

Net Assets

Up

$170,208

Up $34,639 (+26%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin7th percentile

Revenue

Down

$3,028

Down $7,331 (-71%) from 2019

Expenses

Down

$6,496

Down $1,969 (-23%) from 2019

Net Income

Down

-$3,468

Down $5,362 (-283%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth70th percentile

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

$300K$200K$100K$0Assets 2014: $142,965Liabilities 2014: $02014Assets 2015: $146,126Liabilities 2015: $02015Assets 2016: $131,326Liabilities 2016: $0Net Assets 2016: $131,3262016Assets 2017: $122,534Liabilities 2017: $0Net Assets 2017: $122,5342017Assets 2018: $133,675Liabilities 2018: $0Net Assets 2018: $133,6752018Assets 2019: $135,569Liabilities 2019: $0Net Assets 2019: $135,5692019Assets 2020: $170,208Liabilities 2020: $0Net Assets 2020: $170,2082020Assets 2021: $190,994Liabilities 2021: $0Net Assets 2021: $190,9942021Assets 2022: $159,301Liabilities 2022: $0Net Assets 2022: $159,3012022Assets 2023: $198,353Liabilities 2023: $0Net Assets 2023: $198,3532023Assets 2024: $238,591Net Assets 2024: $238,5912024

Highlighted filing

2020

Assets$170,208
Liabilities$0
Net Assets$170,208
Open 2020 Filing

Operations Trend

Revenue Growth12th percentile

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

$20K$10K$0-$10KRevenue 2014: $9,406Expenses 2014: $14,997Net Income 2014: -$5,5912014Revenue 2015: $8,163Expenses 2015: $5,430Net Income 2015: $2,7332015Revenue 2016: $4,460Expenses 2016: $7,086Net Income 2016: -$2,6262016Revenue 2017: $13,241Expenses 2017: $7,359Net Income 2017: $5,8822017Revenue 2018: $10,510Expenses 2018: $7,220Net Income 2018: $3,2902018Revenue 2019: $10,359Expenses 2019: $8,465Net Income 2019: $1,8942019Revenue 2020: $3,028Expenses 2020: $6,496Net Income 2020: -$3,4682020Revenue 2021: $14,843Expenses 2021: $12,610Net Income 2021: $2,2332021Revenue 2022: $12,548Expenses 2022: $4,189Net Income 2022: $8,3592022Revenue 2023: $16,997Expenses 2023: $12,532Net Income 2023: $4,4652023Revenue 2024: $13,267Expenses 2024: $10,387Net Income 2024: $2,8802024

Highlighted filing

2020

Revenue$3,028
Expenses$6,496
Net Income-$3,468
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Apr 1, 2021
Return Version
2020v4.1
Gross Receipts
$3,676
Mission and Program Overview

Mission

To provide social and monetary benefits to our brethren brothers and masonic affiliated associates.

To provide social and monetary benefits to our brothers and masonic affliated associates

Program Services

DescriptionGrantsExpenses
None$4,450-
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
GLENN PHILLIPSPresidentPT$0--
JOHN FRUSTACEVice President-$0--
JOSEPH PASSARETTITreasurer-$0--
STEVEN GHIRARDISecretary-$0--
ROBERT MCCARTHYFinancial Secretary-$0--
GEORGE KYRIAZISTrustee-$0--
MARIO SINDONATrustee-$0--
JEFFREY RUBINTrustee-$0--
Filing and Contact Details

Filer

Filer Name
First Westchesterm Putnam Masonic Charities Corporation
EIN
06-1219357
Phone
9144690252
Address
54 MAIN STREET, Tarrytown, NY 10591

Signing Officer

Name
Joseph Passaretti
Title
Treasurer
Phone
9144690252
Signed
2021-04-01
Discuss with paid preparer
No

Preparer

Firm
Hrb Tax Group Inc
Address
1301 MAIN ST STE 103D, KANSAS CITY, MO 64105
Preparer
Christina Citera
Phone
8004725625
Supplemental Narrative

Additional Explanations

Other Expenses

“Fees $12 lodge of remberance $200 postage $112 brokrage fees $1722”

Line 20 Other Changes in Net Assets

“Increased value of portfolio $13,106”

Raw XML Appendix169 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0JOSEPH PASSARETTI
IRS990EZ/BooksInCareOfDetail/PhoneNum09144690252
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt01680 CENTRAL STREET
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Yorktown Heights
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NY
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd010598
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0160570
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0170208
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-3468
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0160570
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0170208
IRS990EZ/FundraisingGrossIncomeAmt0200
IRS990EZ/GrantsAndSimilarAmountsPaidAmt04450
IRS990EZ/GrossReceiptsAmt03676
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InvestmentIncomeAmt03196
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt0280
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0160570
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0170208
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0160570
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0170208
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt06.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt14.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt23.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt32.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt42.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt50.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt60.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt70.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0GLENN PHILLIPS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JOHN FRUSTACE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JOSEPH PASSARETTI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3STEVEN GHIRARDI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4ROBERT MCCARTHY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5GEORGE KYRIAZIS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6MARIO SINDONA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7JEFFREY RUBIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4FINANCIAL SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7TRUSTEE
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherChangesInNetAssetsAmt013106
IRS990EZ/OtherExpensesTotalAmt02046
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO PROVIDE SOCIAL AND MONETARY BENEFITS TO OUR BROTHERS AND MASONIC AFFLIATED ASSOCIATES
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0None
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt04450
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt0648
IRS990EZ/SpecialEventsNetIncomeLossAmt0-448
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0NY
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt06496
IRS990EZ/TotalRevenueAmt03028
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0280
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0775
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0560
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0700
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0800
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt03115
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt03197
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt03210
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt01927
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt03821
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt02803
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt014958
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt03196
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt03985
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt02487
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt03821
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt012846
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt026335
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearAmt0-448
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus1YearAmt015441
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus2YearsAmt018795
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus3YearsAmt017370
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt051158
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt03197
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt03210
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt01927
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt03821
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt02803
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt014958
IRS990ScheduleA/InvestmentIncomeCYPct00.15650
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.84350
IRS990ScheduleA/PublicSupportTotal509Amt080608
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt03028
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt020201
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt021842
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt021891
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt013646
IRS990ScheduleA/Total509Grp/TotalAmt080608
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt06225
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt023411
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt023769
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt025712
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt016449
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt095566
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0FEES $12 LODGE OF REMBERANCE $200 POSTAGE $112 BROKRAGE FEES $1722
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1INCREASED VALUE OF PORTFOLIO $13,106
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1LINE 20 OTHER CHANGES IN NET ASSETS
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0JOSEPH PASSARETTI
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum09144690252
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-04-01
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0FIRST WESTCHESTERM PUTNAM MASONIC CHARITIES CORPORATION
ReturnHeader/Filer/BusinessNameControlTxt0FIRS
ReturnHeader/Filer/EIN0061219357
ReturnHeader/Filer/PhoneNum09144690252
ReturnHeader/Filer/USAddress/AddressLine1Txt054 MAIN STREET
ReturnHeader/Filer/USAddress/CityNm0Tarrytown
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd010591
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0431871840
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HRB TAX GROUP INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01301 MAIN ST STE 103D
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0KANSAS CITY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd064105
ReturnHeader/PreparerPersonGrp/PhoneNum08004725625
ReturnHeader/PreparerPersonGrp/PreparationDt02021-04-01
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Christina Citera
ReturnHeader/ReturnTs02021-04-02T03:08:06Z
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JOSEPH
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0PASSARETTI
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$170,208
Liabilities
$0
Net assets
$170,208
Revenue
$3,028
Expenses
$6,496
Net income
-$3,468
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.39$2.39$0.13$0.10$0.03
2023Detailed filing. Detailed filing data is available for this year.$1.98$0.00$1.98$0.17$0.13$0.04
2022Detailed filing. Detailed filing data is available for this year.$1.59$0.00$1.59$0.13$0.04$0.08
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.91$0.00$1.91$0.15$0.13$0.02
2020Detailed filing. Detailed filing data is available for this year.$1.70$0.00$1.70$0.03$0.06$0.03
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.36$0.00$1.36$0.10$0.08$0.02
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.34$0.00$1.34$0.11$0.07$0.03
2017Detailed filing. Detailed filing data is available for this year.$1.23$0.00$1.23$0.13$0.07$0.06
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.31$0.00$1.31$0.04$0.07$0.03
2015Summary only. Only limited summary data is available for this year.$1.46$0.00$0.08$0.05$0.03
2014Summary only. Only limited summary data is available for this year.$1.43$0.00$0.09$0.15$0.06