Civic Intelligence

First Westchester-Putnam Masonic Charities Corporation

990EZ • Fiscal year 2023 • EIN 06-1219357

Jan 01, 2023 to Dec 31, 2023 • Filed on Mar 10, 2024

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

58th percentile

0.00x

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

59th percentile

0.00x

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Net Margin

79th percentile

26%

Higher net margin than 79% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

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.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Asset Growth

76th percentile

25%

Faster asset growth than 76% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

75th percentile

35%

Faster revenue growth than 75% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets58th percentile

Assets

Up

$198,353

Up $39,052 (+25%) from 2022

Net Assets

Up

$198,353

Up $39,052 (+25%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin79th percentile

Revenue

Up

$16,997

Up $4,449 (+35%) from 2022

Expenses

Up

$12,532

Up $8,343 (+199%) from 2022

Net Income

Down

$4,465

Down $3,894 (-47%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth76th 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

2023

Assets$198,353
Liabilities$0
Net Assets$198,353
Open 2023 Filing

Operations Trend

Revenue Growth75th 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

2023

Revenue$16,997
Expenses$12,532
Net Income$4,465
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Mar 10, 2024
Return Version
2023v4.0
Gross Receipts
$16,997
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$11,100-
Compensation and Service Providers
Top Officer Pay78th percentile

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
2024-03-10
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

Part 1 Other Expenses

“Officesupplies $570 postage $263”

Line 20 Other Changes in Net Assets

“Increased value of porttfolio $40052”

Raw XML Appendix161 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/BOYAmt0159301
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0198353
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt04465
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0600
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0159301
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0198353
IRS990EZ/FundraisingGrossIncomeAmt013830
IRS990EZ/GrantsAndSimilarAmountsPaidAmt011100
IRS990EZ/GrossReceiptsAmt016997
IRS990EZ/InvestmentIncomeAmt03007
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt0160
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0159301
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0198353
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0159301
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0198353
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt30.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt40.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt50.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
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/OtherChangesInNetAssetsAmt034587
IRS990EZ/OtherExpensesTotalAmt0832
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/GrantsAndAllocationsAmt011100
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsNetIncomeLossAmt013830
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0NY
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt012532
IRS990EZ/TotalRevenueAmt016997
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0160
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0530
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt01140
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0280
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0775
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt02885
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt03007
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt01665
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt03330
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt03197
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt03210
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt014409
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt01665
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt03330
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt03196
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt03985
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt012176
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearAmt013989
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus1YearAmt010352
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus2YearsAmt010673
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus3YearsAmt0-448
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus4YearsAmt015441
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt050007
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt03007
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt01665
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt03330
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt03197
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt03210
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt014409
IRS990ScheduleA/InvestmentIncomeCYPct00.18130
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.81870
IRS990ScheduleA/PublicSupportTotal509Amt065068
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt014149
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt012547
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt015143
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt03028
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt020201
IRS990ScheduleA/Total509Grp/TotalAmt065068
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt017156
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt014212
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt018473
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt06225
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt023411
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt079477
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0OFFICESUPPLIES $570 POSTAGE $263
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1INCREASED VALUE OF PORTTFOLIO $40052
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0PART 1 OTHER 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/SignatureDt02024-03-10
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/IRSResponsiblePrtyInfoCurrInd0true
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/PreparationDt02024-03-10
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Christina Citera
ReturnHeader/ReturnTs02024-03-10T23:02:41Z
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JOSEPH
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0PASSARETTI
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$198,353
Liabilities
$0
Net assets
$198,353
Revenue
$16,997
Expenses
$12,532
Net income
$4,465
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
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2023 filings • 501(c)3 • <$500k nonprofits