Civic Intelligence

Unity Lodge No 148 Af& Am of Ct

EIN 10-0004457 • 501(c)8 • New Britain, CT

Profile

The mission is to endeavor to strengthen its members by promoting

P O Box 1286New Britain, CT 06050

unitylodge148.org

Siviq Scores

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

Liabilities / Assets

26th percentile

0.00x

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

501(c)8 • $1M-$5M nonprofits • Source year 2025

Liabilities / Revenue

26th percentile

0.00x

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

501(c)8 • $1M-$5M nonprofits • Source year 2025

Net Margin

55th percentile

9.8%

Higher net margin than 55% of similar nonprofits.

501(c)8 • $1M-$5M nonprofits • Source year 2025

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

38th percentile

0.9%

Faster asset growth than 38% of similar nonprofits.

501(c)8 • $1M-$5M nonprofits • Annualized from 2024 to 2025

Revenue Growth

46th percentile

5.1%

Faster revenue growth than 46% of similar nonprofits.

501(c)8 • $1M-$5M nonprofits • Annualized from 2024 to 2025

Assets

Up

$2,088,599

Up $18,064 (+0.9%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Up

$2,088,599

Up $18,064 (+0.9%) from 2024

Revenue

Up

$284,240

Up $13,771 (+5.1%) from 2024

Expenses

Up

$256,459

Up $154,295 (+151%) from 2024

Net Income

Down

$27,781

Down $140,524 (-83%) from 2024

Trend Graphs

Balance Sheet Trend

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

$3.0M$2.0M$1.0M$0Assets 2011: $686,145Liabilities 2011: $0Net Assets 2011: $686,1452011Assets 2012: $735,009Liabilities 2012: $0Net Assets 2012: $735,0092012Assets 2013: $892,136Liabilities 2013: $0Net Assets 2013: $892,1362013Assets 2014: $954,059Liabilities 2014: $0Net Assets 2014: $954,0592014Assets 2015: $937,489Liabilities 2015: $0Net Assets 2015: $937,4892015Assets 2016: $897,675Liabilities 2016: $0Net Assets 2016: $897,6752016Assets 2017: $1,055,360Liabilities 2017: $0Net Assets 2017: $1,055,3602017Assets 2018: $1,039,568Liabilities 2018: $0Net Assets 2018: $1,039,5682018Assets 2019: $1,144,260Liabilities 2019: $0Net Assets 2019: $1,144,2602019Assets 2020: $1,620,644Liabilities 2020: $0Net Assets 2020: $1,620,6442020Assets 2021: $2,051,020Liabilities 2021: $0Net Assets 2021: $2,051,0202021Assets 2022: $1,435,901Liabilities 2022: $0Net Assets 2022: $1,435,9012022Assets 2023: $1,601,705Liabilities 2023: $0Net Assets 2023: $1,601,7052023Assets 2024: $2,070,535Liabilities 2024: $0Net Assets 2024: $2,070,5352024Assets 2025: $2,088,599Liabilities 2025: $0Net Assets 2025: $2,088,5992025

Highlighted filing

2025

Assets$2,088,599
Liabilities$0
Net Assets$2,088,599

Operations Trend

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

$300K$200K$100K$0-$100KRevenue 2011: $30,582Expenses 2011: $72,604Net Income 2011: -$42,0222011Revenue 2012: $31,085Expenses 2012: $66,511Net Income 2012: -$35,4262012Revenue 2013: $42,469Expenses 2013: $97,251Net Income 2013: -$54,7822013Revenue 2014: $47,172Expenses 2014: $72,976Net Income 2014: -$25,8042014Revenue 2015: $65,243Expenses 2015: $66,966Net Income 2015: -$1,7232015Revenue 2016: $34,369Expenses 2016: $84,624Net Income 2016: -$50,2552016Revenue 2017: $69,915Expenses 2017: $90,643Net Income 2017: -$20,7282017Revenue 2018: $96,360Expenses 2018: $84,035Net Income 2018: $12,3252018Revenue 2019: $89,207Expenses 2019: $74,117Net Income 2019: $15,0902019Revenue 2020: $110,761Expenses 2020: $73,033Net Income 2020: $37,7282020Revenue 2021: $261,211Expenses 2021: $67,336Net Income 2021: $193,8752021Revenue 2022: $242,066Expenses 2022: $184,233Net Income 2022: $57,8332022Revenue 2023: $123,680Expenses 2023: $89,626Net Income 2023: $34,0542023Revenue 2024: $270,469Expenses 2024: $102,164Net Income 2024: $168,3052024Revenue 2025: $284,240Expenses 2025: $256,459Net Income 2025: $27,7812025

Highlighted filing

2025

Revenue$284,240
Expenses$256,459
Net Income$27,781

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$2.09$0.00$2.09$0.28$0.26$0.03
2024Detailed filing. Detailed filing data is available for this year.$2.07$0.00$2.07$0.27$0.10$0.17
2023Detailed filing. Detailed filing data is available for this year.$1.60$0.00$1.60$0.12$0.09$0.03
2022Detailed filing. Detailed filing data is available for this year.$1.44$0.00$1.44$0.24$0.18$0.06
2021Detailed filing. Detailed filing data is available for this year.$2.05$0.00$2.05$0.26$0.07$0.19
2020Detailed filing. Detailed filing data is available for this year.$1.62$0.00$1.62$0.11$0.07$0.04
2019Detailed filing. Detailed filing data is available for this year.$1.14$0.00$1.14$0.09$0.07$0.02
2018Detailed filing. Detailed filing data is available for this year.$1.04$0.00$1.04$0.10$0.08$0.01
2017Detailed filing. Detailed filing data is available for this year.$1.06$0.00$1.06$0.07$0.09$0.02
2016Detailed filing. Detailed filing data is available for this year.$0.90$0.00$0.90$0.03$0.08$0.05
2015Detailed filing. Detailed filing data is available for this year.$0.94$0.00$0.94$0.07$0.07$0.00
2014Summary only. Only limited summary data is available for this year.$0.95$0.00$0.95$0.05$0.07$0.03
2013Summary only. Only limited summary data is available for this year.$0.89$0.00$0.89$0.04$0.10$0.05
2012Summary only. Only limited summary data is available for this year.$0.74$0.00$0.74$0.03$0.07$0.04
2011Summary only. Only limited summary data is available for this year.$0.69$0.00$0.69$0.03$0.07$0.04
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Dec 1, 2024 to Nov 30, 2025
Signed
Jan 29, 2026
Return Version
2024v5.2
Gross Receipts
$345,223
Mission and Program Overview

Mission

The mission is to endeavor to strengthen its members by promoting

Promote the brotherhood of man and to perform charitable works as directed by its members

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$1,920,709$1,952,396▲ $31,687
Savings and Temporary Cash Investments$142,647$126,433▼ $16,214
Cash and Non-Interest-Bearing Accounts$7,179$9,770▲ $2,591
Land, Buildings, and Equipment, Net$0$0→ $0
Total Assets$2,070,535$2,088,599▲ $18,064
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$2,070,535$2,088,599▲ $18,064
Total Net Assets Fund Balance$2,070,535$2,088,599▲ $18,064
Total Liabilities and Net Assets / Fund Balance$2,070,535$2,088,599▲ $18,064

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$0$3,437$3,437
Land$0--
Compensation and Service Providers

Board Members and Trustees

NameTitle
Art JonesTrustee
Jeffery DavisMaster
Brian BealsSecretary
Hiram MoralesSenior Warden
William BonneyTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$13,045
Program Service Revenue
$0
Investment Income
$271,195
Other Revenue
$0
All Other Contributions
$1,040
Change in Net Assets
$27,781
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$244,109
Grants and Similar Amounts Paid$12,350
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Payments to Affiliates$0$0$0$187,000
Occupancy$0$0$0$30,525
Grants to Domestic Orgs$0--$12,350
All Other Expenses$0$0$0$9,985
Other Expenses$0$0$0$5,405
Conferences and Meetings$0$0$0$1,798
Office Expenses$0$0$0$1,396
Fees for Services Accounting$0$0$0$1,350
Advertising$0$0$0$250
Total Functional Expenses$0$0$0$256,459
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
Yes
Management duties delegated
No
Filing and Contact Details

Filer

Filer Name
Unity Lodge No 148 Af& Am of Ct
EIN
10-0004457
Phone
8609307048
Address
P O BOX 1286, NEW BRITAIN, CT 06050

Signing Officer

Name
Bill Bonney Jr
Title
Treasurer
Phone
8609307048
Signed
2026-01-29
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Bill Bonney Jr
Formed
2002
Legal Domicile
Ct
Voting Board Members
108
Independent Board Members
95
Employees
0
Volunteers
60

Preparer

Firm
Frank D Marrocco CPA
Address
142 W Main St, New Britain, CT 06052
Preparer
Frank D Marrocco CPA
Phone
8602297479
Supplemental Narrative

Additional Explanations

Pt VI, Line 7A

Members vote for the officers of the organization

Pt VI, Line 7B

Decisions of the officers must be approved by the members of the organization

Pt VI, Line 11B

Form 990 is reviewed by the executive board members. Copies are available upon request.

Form 990, Part III, Line 4D

Thanksgiving dinner, youth night, blue ridge, boys night 3101. 0. 0.

Raw XML Appendix375 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/Form990PartVIISectionAGrp/TitleTxt2SECRETARY
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0MEMBERS VOTE FOR THE OFFICERS OF THE ORGANIZATION
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DECISIONS OF THE OFFICERS MUST BE APPROVED BY THE MEMBERS OF THE ORGANIZATION
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2FORM 990 IS REVIEWED BY THE EXECUTIVE BOARD MEMBERS. COPIES ARE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THANKSGIVING DINNER, YOUTH NIGHT, BLUE RIDGE, BOYS NIGHT 3101. 0. 0.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Pt VI, Line 7a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Pt VI, Line 7b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Pt VI, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part III, Line 4d
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0MASONIC TEMPLE CORP OF NEW BRITAIN
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0061497728
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(c) 2
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0CT
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0MASONIC TEMPLE
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0NEW BRITAIN
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IRS990ScheduleR/PaidEmployeesSharingInd0false
IRS990ScheduleR/PerformOfServicesByOtherOrgInd0false
IRS990ScheduleR/PerformOfServicesForOthOrgInd0false
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IRS990/StatesWhereCopyOfReturnIsFldCd0CT
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IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt02070535
IRS990/TotalAssetsEOYAmt02088599
IRS990/TotalAssetsGrp/BOYAmt02070535
IRS990/TotalAssetsGrp/EOYAmt02088599
IRS990/TotalCompGreaterThan150KInd0false
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IRS990/TotalFunctionalExpensesGrp/TotalAmt0256459
IRS990/TotalGrossUBIAmt00
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IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt02070535
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt02088599
IRS990/TotalOtherProgSrvcExpenseAmt03101
IRS990/TotalOtherProgSrvcGrantAmt00
IRS990/TotalOtherProgSrvcRevenueAmt00
IRS990/TotalProgramServiceExpensesAmt09390
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0271195
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0284240
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt060
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt02070535
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt02088599
IRS990/TransactionWithControlEntInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt023 BROOKSIDE DR
IRS990/USAddress/CityNm0SOUTHINGTON
IRS990/USAddress/StateAbbreviationCd0CT
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IRS990/VotingMembersGoverningBodyCnt0108
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IRS990/WebsiteAddressTxt0unitylodge148.org
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0BILL BONNEY JR
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum08609307048
ReturnHeader/BusinessOfficerGrp/SignatureDt02026-01-29
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0UNITY LODGE NO 148 AF& AM OF CT
ReturnHeader/Filer/BusinessNameControlTxt0UNIT
ReturnHeader/Filer/EIN0100004457
ReturnHeader/Filer/PhoneNum08609307048
ReturnHeader/Filer/USAddress/AddressLine1Txt0P O BOX 1286
ReturnHeader/Filer/USAddress/CityNm0NEW BRITAIN
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CT
ReturnHeader/Filer/USAddress/ZIPCd006050
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0061261120
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0FRANK D MARROCCO CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0142 W Main St
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0New Britain
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd006052
ReturnHeader/PreparerPersonGrp/PhoneNum08602297479
ReturnHeader/PreparerPersonGrp/PreparationDt02026-01-29
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0FRANK D MARROCCO CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02026-01-29T11:17:16-08:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-12-01
ReturnHeader/TaxPeriodEndDt02025-11-30
ReturnHeader/TaxYr02024

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