Civic Intelligence

New Haven Chapter of Rose Croix Aasr Masonry Nmj

EIN 06-6050337 • 501(c)10 • New Haven, CT

Profile

Strengthen the masonic way of life by improving the individual character, leadership, and spirit of its members through relevant programs. Inspire men to support the principles of the freemasonry and promote family and community values. Serve mankind through the impact of extensive charitable outreach.

285 Whitney AvenueNew Haven, CT 06511

www.scottishritenmj.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

52nd percentile

0.00x

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

501(c)10 • $1M-$5M nonprofits • Source year 2016

Liabilities / Revenue

52nd percentile

0.00x

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

501(c)10 • $1M-$5M nonprofits • Source year 2016

Net Margin

71st percentile

41%

Higher net margin than 71% of similar nonprofits.

501(c)10 • $1M-$5M nonprofits • Source year 2016

Top Officer Pay

79th percentile

$11,000

Higher top officer pay than 79% of similar nonprofits.

Top officer pay equals 13.7% of source-year revenue.

501(c)10 • $1M-$5M nonprofits • Source year 2016

Asset Growth

17th percentile

-0.9%

Faster asset growth than 17% of similar nonprofits.

501(c)10 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Revenue Growth

88th percentile

122%

Faster revenue growth than 88% of similar nonprofits.

501(c)10 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Assets

Down

$1,728,756

Down $15,653 (-0.9%) from 2015

Liabilities

Flat

$0

Flat from 2015

Net Assets

Down

$1,728,756

Down $15,653 (-0.9%) from 2015

Revenue

Up

$80,174

Up $44,049 (+122%) from 2015

Expenses

Down

$47,614

Down $37,598 (-44%) from 2015

Net Income

Up

$32,560

Up $81,647 (+166%) from 2015

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$2.0M$1.5M$1.0M$500K$0Assets 2011: $1,492,288Liabilities 2011: $251Net Assets 2011: $1,492,0372011Assets 2012: $1,433,839Liabilities 2012: $3,478Net Assets 2012: $1,430,3612012Assets 2013: $1,604,424Liabilities 2013: $5,975Net Assets 2013: $1,598,4482013Assets 2014: $1,728,875Liabilities 2014: $0Net Assets 2014: $1,728,8752014Assets 2015: $1,744,409Liabilities 2015: $0Net Assets 2015: $1,744,4092015Assets 2016: $1,728,756Liabilities 2016: $0Net Assets 2016: $1,728,7562016

Highlighted filing

2016

Assets$1,728,756
Liabilities$0
Net Assets$1,728,756

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$100K$50K$0-$50KRevenue 2011: $41,439Expenses 2011: $45,422Net Income 2011: -$3,9832011Revenue 2012: $33,446Expenses 2012: $47,156Net Income 2012: -$13,7102012Revenue 2013: $43,563Expenses 2013: $46,564Net Income 2013: -$3,0012013Revenue 2014: $86,789Expenses 2014: $60,728Net Income 2014: $26,0612014Revenue 2015: $36,125Expenses 2015: $85,212Net Income 2015: -$49,0872015Revenue 2016: $80,174Expenses 2016: $47,614Net Income 2016: $32,5602016

Highlighted filing

2016

Revenue$80,174
Expenses$47,614
Net Income$32,560

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Aug 1, 2015 to Jul 31, 2016
Signed
Mar 1, 2017
Return Version
2015v3.0
Gross Receipts
$169,173
Mission and Program Overview

Mission

Strengthen the masonic way of life by improving the individual character, leadership, and spirit of its members through relevant programs. Inspire men to support the principles of the freemasonry and promote family and community values. Serve mankind through the impact of extensive charitable outreach.

Strengthen the masonic way of life by improving the individual character, leadership, and spirit of its members through relevant programs. Inspire men to support the principles of the freemasonry and promote family and community values. Serve mankind through extensive charitable outreach

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$1,749,580$1,724,887▼ $24,693
Savings and Temporary Cash Investments$2,189$2,193▲ $4
Cash and Non-Interest-Bearing Accounts$-7,360$1,676▲ $9,036
Total Assets$1,744,409$1,728,756▼ $15,653
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$1,744,409$1,728,756▼ $15,653
Total Net Assets Fund Balance$1,744,409$1,728,756▼ $15,653
Total Liabilities and Net Assets / Fund Balance$1,744,409$1,728,756▼ $15,653

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$1,724,887--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2015$1,749,580-▲ $24,563$49,256$1,724,887
2014$1,698,814-▲ $91,045$40,279$1,749,580
2013$1,602,241-▲ $179,879$83,306$1,698,814
2012$1,431,152-▲ $204,584$33,495$1,602,241
2011$1,489,772-▼ $24,893$33,726$1,431,152
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Vernon K CleavesSecretaryPT$3,740$7,260$11,000
Charles F WarfieldTreasurerPT$680$1,320$2,000
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$7,395
Investment Income
$72,779
Other Revenue
$0
Change in Net Assets
$32,560
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$29,472
Grants and Similar Amounts Paid$5,100
Salaries, Compensation, and Employee Benefits$5,100
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Payments to Affiliates---$12,731
Fees for Service Investment Mgmnt Fees---$11,819
Benefits to Members---$7,942
Current Officers, Directors, Trustees, and Key Employees---$5,100
Grants to Domestic Individuals---$5,100
Office Expenses---$2,103
Fees for Services Accounting---$997
Occupancy---$807
Other Expenses---$77
Total Functional Expenses$0$0$0$47,614
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
Annual disclosure for covered persons
Yes
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 11

The form 990 is distributed to the governing board for their review prior to filing

Form 990, Part VI, Section B, Line 12C

All valleys are required to have policies for conflict of interest; document retention and whistleblower

Form 990, Part VI, Section C, Line 19

Information is made available upon request

Filing and Contact Details

Filer

Filer Name
New Haven Chapter of Rose Croix Aasr
EIN
06-6050337
Phone
2035629487
Address
285 WHITNEY AVENUE, NEW HAVEN, CT 06511
Doing Business As
New Haven Chapter Rose Croix

Signing Officer

Name
Richard C Memmott Sr
Title
Treasurer
Phone
2035629487
Signed
2017-03-01
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Richard C Memmott Sr
Formed
1876
Legal Domicile
Ct
Voting Board Members
442
Independent Board Members
442
Employees
0
Volunteers
0

Preparer

Firm
Pallman & Company Pc
Address
677 STATE STREET, NEW HAVEN, CT 06511
Preparer
William F Pallman CPA
Phone
2035621797
Supplemental Narrative

Financial Statement Notes

PART V, LINE 4:

To provide continued support for the organization's mission

Raw XML Appendix380 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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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt3DOMESTIC FRATERNAL ORGANIZATION
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt5DOMESTIC FRATERNAL ORGANIZATION
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IRS990ScheduleR/RentalOfFcltsFromOthOrgInd01
IRS990ScheduleR/SharingOfFacilitiesInd00
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IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt1170
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt212
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt30
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt41275
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt50
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0MASONIC TEMPLE ASSOCIATION OF NEW HAVEN CT
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt1CT COUNCIL OF DELIBERATION
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt2SUPREME COUNCIL
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt3MASONIC CHARITIES FOUNDATION
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IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt5MASONIC TEMPLE ASSOCIATION OF NEW HAVEN CT
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IRS990/TotalCompGreaterThan150KInd00
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IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt047614
IRS990/TotalProgramServiceRevenueAmt07395
IRS990/TotalReportableCompFromOrgAmt04420
IRS990/TotalRevenueGrp/ExclusionAmt072655
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt07519
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt080174
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
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IRS990/UnrestrictedNetAssetsGrp/BOYAmt01744409
IRS990/UnrestrictedNetAssetsGrp/EOYAmt01728756
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0285 WHITNEY AVENUE
IRS990/USAddress/CityNm0NEW HAVEN
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IRS990/USAddress/ZIPCd006511
IRS990/VotingMembersGoverningBodyCnt0442
IRS990/VotingMembersIndependentCnt0442
IRS990/WebsiteAddressTxt0WWW.SCOTTISHRITENMJ.ORG
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0RICHARD C MEMMOTT SR
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum02035629487
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-03-01
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0NEW HAVEN CHAPTER OF ROSE CROIX AASR
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0MASONRY NMJ
ReturnHeader/Filer/BusinessNameControlTxt0NEWH
ReturnHeader/Filer/EIN0066050337
ReturnHeader/Filer/PhoneNum02035629487
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ReturnHeader/Filer/USAddress/CityNm0NEW HAVEN
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CT
ReturnHeader/Filer/USAddress/ZIPCd006511
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0161661957
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PALLMAN & COMPANY PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0677 STATE STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0NEW HAVEN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd006511
ReturnHeader/PreparerPersonGrp/PhoneNum02035621797
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0WILLIAM F PALLMAN CPA
ReturnHeader/ReturnTs02017-03-02T10:34:16-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02015-08-01
ReturnHeader/TaxPeriodEndDt02016-07-31
ReturnHeader/TaxYr02015

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