Civic Intelligence

Unity Lodge No 148 Af& Am of Ct

990 • Fiscal year 2016 • EIN 10-0004457

Dec 01, 2015 to Nov 30, 2016 • Filed on Jan 10, 2017

Organization Profileunitylodge148.org
Bill Bonney Jr 23 Brookside DrSouthington, CT 06489

(860) 870-9268

Siviq Scores

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

Liabilities / Assets

26th percentile

0.00x

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

2016 filings • 501(c)8 • $500k-$1M nonprofits • Source year 2016

Liabilities / Revenue

26th percentile

0.00x

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

2016 filings • 501(c)8 • $500k-$1M nonprofits • Source year 2016

Net Margin

3rd percentile

-146%

Higher net margin than 3% of similar nonprofits.

2016 filings • 501(c)8 • $500k-$1M nonprofits • Source year 2016

Top Officer Pay

50th percentile

$0

Higher top officer pay than 50% of similar nonprofits.

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

2016 filings • 501(c)8 • $500k-$1M nonprofits • Source year 2016

Asset Growth

18th percentile

-4.2%

Faster asset growth than 18% of similar nonprofits.

2016 filings • 501(c)8 • $500k-$1M nonprofits • Annualized from 2015 to 2016

Revenue Growth

5th percentile

-47%

Faster revenue growth than 5% of similar nonprofits.

2016 filings • 501(c)8 • $500k-$1M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets26th percentile

Assets

Down

$897,675

Down $39,814 (-4.2%) from 2015

Net Assets

Down

$897,675

Down $39,814 (-4.2%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue26th percentileNet Margin3rd percentile

Revenue

Down

$34,369

Down $30,874 (-47%) from 2015

Expenses

Up

$84,624

Up $17,658 (+26%) from 2015

Net Income

Down

-$50,255

Down $48,532 (-2817%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth18th percentile

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

$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

2016

Assets$897,675
Liabilities$0
Net Assets$897,675
Open 2016 Filing

Operations Trend

Revenue Growth5th percentile

Revenue, expenses, and net income across loaded years, with this 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

2016

Revenue$34,369
Expenses$84,624
Net Income-$50,255
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Dec 1, 2015 to Nov 30, 2016
Signed
Jan 10, 2017
Return Version
2015v3.0
Gross Receipts
$107,794
Mission and Program Overview

Mission

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

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$930,179$894,056▼ $36,123
Cash and Non-Interest-Bearing Accounts$4,808$1,808▼ $3,000
Land, Buildings, and Equipment, Net$2,420$1,728▼ $692
Savings and Temporary Cash Investments$82$83▲ $1
Total Assets$937,489$897,675▼ $39,814
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$937,489$897,675▼ $39,814
Total Net Assets Fund Balance$937,489$897,675▼ $39,814
Total Liabilities and Net Assets / Fund Balance$937,489$897,675▼ $39,814

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$1,728$1,709$3,437
Other Securities$113,052--
Compensation and Service Providers
Top Officer Pay50th percentile

Board Members and Trustees

NameTitle
Philip OconnorTrustee
Brian TardifJunior Warden
Harry Needham IiiMaster
Timothy CavanaughSecretary
Edmond BattleSenior Warden
William BonneyTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$12,135
Program Service Revenue
$0
Investment Income
$23,438
Other Revenue
$-1,204
All Other Contributions
$500
Change in Net Assets
$-50,255
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$77,924
Grants and Similar Amounts Paid$6,700
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
All Other Expenses---$52,820
Other Expenses---$7,798
Grants to Domestic Orgs---$6,700
Occupancy---$2,840
Depreciation Depletion---$692
Fees for Services Accounting---$675
Total Functional Expenses$0$0$0$84,624
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$2,419
Fundraising Gross Income$1,215
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
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 148 Af & Am
EIN
10-0004457
Phone
8608709268
Address
BILL BONNEY JR 23 BROOKSIDE DR, SOUTHINGTON, CT 06489

Signing Officer

Name
Bill Bonney Jr
Title
Treasurer
Phone
8608709268
Signed
2017-01-10
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Bill Bonney Jr
Formed
2002
Legal Domicile
Ct
Voting Board Members
140
Independent Board Members
126
Employees
0
Volunteers
50

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 990EZ, Part I, Line 8

“MISCELLANEOUS INCOME”

Form 990EZ, Part I, Line 16

“SUPPLIES”

Form 990EZ, Part I, Line 16

“DONATIONS”

Form 990EZ, Part I, Line 16

“DUES & ASSESSMENTS”

Form 990EZ, Part I, Line 16

“CONFERENCES & MEETINGS”

Form 990EZ, Part II, Line 24

“Investments”

Form 990, Part IX, Line 24E

“Transfers to masonic temple 51000.”

Form 990, Part IX, Line 24E

“Senior wardens fund 1549.”

Form 990, Part IX, Line 24E

“MISCELLANEOUS 271.”

Raw XML Appendix361 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
IRS990/AccountantCompileOrReviewInd0false
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0PROMOTE THE BROTHERHOOD OF MAN AND TO PERFORM CHARITABLE WORKS AS DIRECTED BY ITS MEMBERS
IRS990/AllOtherContributionsAmt0500
IRS990/AllOtherExpensesGrp/TotalAmt052820
IRS990/BooksInCareOfDetail/PersonNm0BILL BONNEY JR
IRS990/BooksInCareOfDetail/PhoneNum08609307048
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt023 BROOKSIDE DR
IRS990/BooksInCareOfDetail/USAddress/CityNm0SOUTHINGTON
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CT
IRS990/BooksInCareOfDetail/USAddress/ZIPCd006489
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOfficerEntInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt04808
IRS990/CashNonInterestBearingGrp/EOYAmt01808
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0false
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConflictOfInterestPolicyInd0false
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt012135
IRS990/CYGrantsAndSimilarPaidAmt06700
IRS990/CYInvestmentIncomeAmt023438
IRS990/CYOtherExpensesAmt077924
IRS990/CYOtherRevenueAmt0-1204
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0-50255
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt084624
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt034369
IRS990/DecisionsSubjectToApprovaInd0true
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/TotalAmt0692
IRS990/Desc0N/A
IRS990/DescribedInSection501c3Ind0false
IRS990/DisregardedEntityInd0false
IRS990/DistributionToDonorInd0false
IRS990/DocumentRetentionPolicyInd0false
IRS990/DonorAdvisedFundInd0false
IRS990/ElectionOfBoardMembersInd0true
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/TotalAmt0675
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form1098CFiledInd0false
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form8899Filedind0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt010.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt15.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt210.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt35.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt45.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt55.00
IRS990/Form990PartVIISectionAGrp/InstitutionalTrusteeInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/PersonNm0HARRY NEEDHAM III
IRS990/Form990PartVIISectionAGrp/PersonNm1PHILIP OCONNOR
IRS990/Form990PartVIISectionAGrp/PersonNm2TIMOTHY CAVANAUGH
IRS990/Form990PartVIISectionAGrp/PersonNm3WILLIAM BONNEY
IRS990/Form990PartVIISectionAGrp/PersonNm4EDMOND BATTLE
IRS990/Form990PartVIISectionAGrp/PersonNm5BRIAN TARDIF
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/TitleTxt0MASTER
IRS990/Form990PartVIISectionAGrp/TitleTxt1TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt2SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt3TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt4SENIOR WARDEN
IRS990/Form990PartVIISectionAGrp/TitleTxt5JUNIOR WARDEN
IRS990/Form990ProvidedToGvrnBodyInd0false
IRS990/FormationYr02002
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/FundraisingDirectExpensesAmt02419
IRS990/FundraisingGrossIncomeAmt01215
IRS990/GainOrLossGrp/SecuritiesAmt0-1006
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt0140
IRS990/GrantsToDomesticOrgsGrp/TotalAmt06700
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0true
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt070000
IRS990/GrossReceiptsAmt0107794
IRS990/GroupExemptionNum00809
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt0126
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt024444
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt0930179
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt0894056
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt01709
IRS990/LandBldgEquipBasisNetGrp/BOYAmt02420
IRS990/LandBldgEquipBasisNetGrp/EOYAmt01728
IRS990/LandBldgEquipCostOrOtherBssAmt03437
IRS990/LegalDomicileStateCd0CT
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt071006
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembershipDuesAmt011635
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0THE MISSION IS TO ENDEAVOR TO STRENGTHEN ITS MEMBERS BY PROMOTING
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt0937489
IRS990/NetAssetsOrFundBalancesEOYAmt0897675
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt0-1006
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-1006
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt0-1204
IRS990/NetIncmFromFundraisingEvtGrp/UnrelatedBusinessRevenueAmt0-1204
IRS990/NetUnrlzdGainsLossesInvstAmt010441
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/TotalAmt02840
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherExpensesGrp/Desc0JUNIOR WARDEN FUND
IRS990/OtherExpensesGrp/Desc1ADMIN COSTS
IRS990/OtherExpensesGrp/Desc2MASTER DISCRETION FD
IRS990/OtherExpensesGrp/Desc3GRAND LODGE ASSESSMENTS
IRS990/OtherExpensesGrp/TotalAmt05573
IRS990/OtherExpensesGrp/TotalAmt13230
IRS990/OtherExpensesGrp/TotalAmt24296
IRS990/OtherExpensesGrp/TotalAmt37798
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0BILL BONNEY JR
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt010040
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt06300
IRS990/PYInvestmentIncomeAmt055581
IRS990/PYOtherExpensesAmt060666
IRS990/PYOtherRevenueAmt0-378
IRS990/PYRevenuesLessExpensesAmt0-1723
IRS990/PYTotalExpensesAmt066966
IRS990/PYTotalRevenueAmt065243
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0-50255
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0true
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/SavingsAndTempCashInvstGrp/BOYAmt082
IRS990/SavingsAndTempCashInvstGrp/EOYAmt083
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/EquipmentGrp/BookValueAmt01728
IRS990ScheduleD/EquipmentGrp/DepreciationAmt01709
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt03437
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt0175926
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt161611
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt2150755
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt3130213
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt466708
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt554081
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt6112168
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt729542
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt8113052
IRS990ScheduleD/OtherSecuritiesGrp/Desc0FIDELITY 500 INDEX PREMIUM CL
IRS990ScheduleD/OtherSecuritiesGrp/Desc1FIDELITY CONTRAFUND
IRS990ScheduleD/OtherSecuritiesGrp/Desc2FIDELITY MID CAP VALUE
IRS990ScheduleD/OtherSecuritiesGrp/Desc3FIDELITY GWTH DISCOVERY FD
IRS990ScheduleD/OtherSecuritiesGrp/Desc4FIDELITY SELECT RETAILING
IRS990ScheduleD/OtherSecuritiesGrp/Desc5BARON ASSET
IRS990ScheduleD/OtherSecuritiesGrp/Desc6BARON PARTNERS FD
IRS990ScheduleD/OtherSecuritiesGrp/Desc7DODGE & COX INTL STOCK FD
IRS990ScheduleD/OtherSecuritiesGrp/Desc8T ROWE PRICE MEDIA & TELECOM
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd1F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd2F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd3F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd4F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd5F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd6F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd7F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd8F
IRS990ScheduleD/TotalBookValueLandBuildingsAmt01728
IRS990ScheduleD/TotalBookValueSecuritiesAmt0894056
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
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/ExplanationTxt3MISCELLANEOUS INCOME
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4SUPPLIES
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5DONATIONS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6DUES & ASSESSMENTS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7CONFERENCES & MEETINGS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Investments
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9TRANSFERS TO MASONIC TEMPLE 51000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10SENIOR WARDENS FUND 1549.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11MISCELLANEOUS 271.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Pt VI, Line 7a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Pt VI, Line 7b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Pt VI, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990EZ, Part I, Line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Form 990EZ, Part II, Line 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Form 990, Part IX, Line 24e
IRS990ScheduleR/AssetExchangeInd0false
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0false
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0true
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt0NA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0MASONIC TEMPLE CORP OF NEW BRITAIN
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0061497728
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(c) 2
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0CT
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0MASONIC TEMPLE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt010 MASON DRIVE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0NEW BRITAIN
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0CT
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd006052
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd0false
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd0false
IRS990ScheduleR/PaidEmployeesSharingInd0false
IRS990ScheduleR/PerformOfServicesByOtherOrgInd0false
IRS990ScheduleR/PerformOfServicesForOthOrgInd0false
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd0false
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd0false
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd0false
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd0false
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd0false
IRS990ScheduleR/SharingOfFacilitiesInd0false
IRS990ScheduleR/TransferFromOtherOrgInd0false
IRS990ScheduleR/TransferToOtherOrgInd0false
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0CT
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0937489
IRS990/TotalAssetsEOYAmt0897675
IRS990/TotalAssetsGrp/BOYAmt0937489
IRS990/TotalAssetsGrp/EOYAmt0897675
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt012135
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt084624
IRS990/TotalGrossUBIAmt0-1204
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0937489
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0897675
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt023438
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt034369
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt0-1204
IRS990/TotalVolunteersCnt050
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0937489
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0897675
IRS990/TransactionWithControlEntInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0937489
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0897675
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt023 BROOKSIDE DR
IRS990/USAddress/CityNm0SOUTHINGTON
IRS990/USAddress/StateAbbreviationCd0CT
IRS990/USAddress/ZIPCd006489
IRS990/VotingMembersGoverningBodyCnt0140
IRS990/VotingMembersIndependentCnt0126
IRS990/WebsiteAddressTxt0unitylodge148.org
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0BILL BONNEY JR
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum08608709268
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-01-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0UNITY LODGE 148 AF & AM
ReturnHeader/Filer/BusinessNameControlTxt0UNIT
ReturnHeader/Filer/EIN0100004457
ReturnHeader/Filer/PhoneNum08608709268
ReturnHeader/Filer/USAddress/AddressLine1Txt0BILL BONNEY JR 23 BROOKSIDE DR
ReturnHeader/Filer/USAddress/CityNm0SOUTHINGTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CT
ReturnHeader/Filer/USAddress/ZIPCd006489
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/PreparationDt02017-01-16
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0FRANK D MARROCCO CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02017-01-16T10:13:10-08:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02015-12-01
ReturnHeader/TaxPeriodEndDt02016-11-30
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$897,675
Liabilities
$0
Net assets
$897,675
Revenue
$34,369
Expenses
$84,624
Net income
-$50,255
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