Civic Intelligence

First Westchester-Putnam Masonic Charities Corporation

990EZ • Fiscal year 2022 • EIN 06-1219357

Jan 01, 2022 to Dec 31, 2022 • Filed on Apr 13, 2023

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

58th percentile

0.00x

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

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Liabilities / Revenue

58th percentile

0.00x

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

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Net Margin

93rd percentile

67%

Higher net margin than 93% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

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.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Asset Growth

25th percentile

-17%

Faster asset growth than 25% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

27th percentile

-15%

Faster revenue growth than 27% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Assets

Down

$159,301

Down $31,693 (-17%) from 2021

Net Assets

Down

$159,301

Down $31,693 (-17%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue

Down

$12,548

Down $2,295 (-15%) from 2021

Expenses

Down

$4,189

Down $8,421 (-67%) from 2021

Net Income

Up

$8,359

Up $6,126 (+274%) from 2021

Historical Trend

Balance Sheet Trend

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

2022

Assets$159,301
Liabilities$0
Net Assets$159,301

Operations Trend

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

2022

Revenue$12,548
Expenses$4,189
Net Income$8,359
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Apr 13, 2023
Return Version
2022v5.0
Gross Receipts
$12,948
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$2,000-
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JAMES J LEAECHPresident-$0--
NICHOLAS J PAOLICELLIVice President-$0--
JOSEPH PASSARETTITreasurer-$0--
GEORGE KYRIAZISTrustee-$0--
MARIO SINDONATrustee-$0--
PETER FLIHANTrustee-$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
2023-04-13
Discuss with paid preparer
No

Preparer

Firm
Hrb Tax Group Inc
Address
8506 4TH AVE, BROOKLYN, NY 11209
Preparer
Christina Citera
Phone
7182384344
Supplemental Narrative

Additional Explanations

Other Expenses

$122 POSTAGE $1832 $35

Line 20 Other Changes in Net Assets

Decreased value of porttfolio -$40052

Raw XML Appendix163 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
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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/BOYAmt0190994
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0159301
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt0150
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt08359
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0200
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0190994
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IRS990EZ/FundraisingGrossIncomeAmt010753
IRS990EZ/GrantsAndSimilarAmountsPaidAmt02000
IRS990EZ/GrossReceiptsAmt012948
IRS990EZ/InvestmentIncomeAmt01665
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt0380
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0190994
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0159301
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0190994
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0159301
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt40.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt50.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JAMES J LEAECH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1NICHOLAS J PAOLICELLI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JOSEPH PASSARETTI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3GEORGE KYRIAZIS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4MARIO SINDONA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5PETER FLIHAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5TRUSTEE
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherChangesInNetAssetsAmt0-40052
IRS990EZ/OtherExpensesTotalAmt01989
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/GrantsAndAllocationsAmt02000
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt0400
IRS990EZ/SpecialEventsNetIncomeLossAmt010353
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0NY
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt04189
IRS990EZ/TotalRevenueAmt012548
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0530
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt01140
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0280
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0775
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0560
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt03285
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt01665
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt03330
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt03197
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt03210
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt01927
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt013329
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt01665
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt03330
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt03196
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt03985
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt02487
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt014663
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearAmt010352
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus1YearAmt010673
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus2YearsAmt0-448
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus3YearsAmt015441
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus4YearsAmt018795
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt054813
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt01665
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt03330
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt03197
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt03210
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt01927
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt013329
IRS990ScheduleA/InvestmentIncomeCYPct00.15480
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.84520
IRS990ScheduleA/PublicSupportTotal509Amt072761
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt012547
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt015143
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt03028
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt020201
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt021842
IRS990ScheduleA/Total509Grp/TotalAmt072761
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt014212
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt018473
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt06225
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt023411
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt023769
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt086090
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0$122 POSTAGE $1832 $35
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DECREASED VALUE OF PORTTFOLIO -$40052
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1LINE 20 OTHER CHANGES IN NET ASSETS
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0JOSEPH PASSARETTI
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum09144690252
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-04-13
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/AddressLine1Txt08506 4TH AVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BROOKLYN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd011209
ReturnHeader/PreparerPersonGrp/PhoneNum07182384344
ReturnHeader/PreparerPersonGrp/PreparationDt02023-04-17
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Christina Citera
ReturnHeader/ReturnTs02023-04-17T22:59:58Z
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JOSEPH
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0PASSARETTI
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2022 filings • 501(c)3 • <$500k nonprofits