Civic Intelligence

Unity Lodge No 148 Af& Am of Ct

990 • Fiscal year 2017 • EIN 10-0004457

Dec 01, 2016 to Nov 30, 2017 • Filed on Feb 15, 2018

Organization Profileunitylodge148.org
P O Box 480North Haven, CT 06473

(860) 870-9268

Siviq Scores

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

Liabilities / Assets

22nd percentile

0.00x

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

2017 filings • 501(c)8 • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

22nd percentile

0.00x

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

2017 filings • 501(c)8 • $1M-$5M nonprofits • Source year 2017

Net Margin

11th percentile

-30%

Higher net margin than 11% of similar nonprofits.

2017 filings • 501(c)8 • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

40th percentile

$0

Higher top officer pay than 40% of similar nonprofits.

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

2017 filings • 501(c)8 • $1M-$5M nonprofits • Source year 2017

Asset Growth

94th percentile

18%

Faster asset growth than 94% of similar nonprofits.

2017 filings • 501(c)8 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

94th percentile

103%

Faster revenue growth than 94% of similar nonprofits.

2017 filings • 501(c)8 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets22nd percentile

Assets

Up

$1,055,360

Up $157,685 (+18%) from 2016

Net Assets

Up

$1,055,360

Up $157,685 (+18%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue22nd percentileNet Margin11th percentile

Revenue

Up

$69,915

Up $35,546 (+103%) from 2016

Expenses

Up

$90,643

Up $6,019 (+7.1%) from 2016

Net Income

Up

-$20,728

Up $29,527 (+59%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth94th 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

2017

Assets$1,055,360
Liabilities$0
Net Assets$1,055,360
Open 2017 Filing

Operations Trend

Revenue Growth94th 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

2017

Revenue$69,915
Expenses$90,643
Net Income-$20,728
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Dec 1, 2016 to Nov 30, 2017
Signed
Feb 15, 2018
Return Version
2016v3.0
Gross Receipts
$115,151
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$894,056$1,051,332▲ $157,276
Cash and Non-Interest-Bearing Accounts$1,808$2,718▲ $910
Land, Buildings, and Equipment, Net$1,728$1,209▼ $519
Savings and Temporary Cash Investments$83$101▲ $18
Total Assets$897,675$1,055,360▲ $157,685
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$897,675$1,055,360▲ $157,685
Total Net Assets Fund Balance$897,675$1,055,360▲ $157,685
Total Liabilities and Net Assets / Fund Balance$897,675$1,055,360▲ $157,685

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$1,209$2,228$3,437
Other Securities$128,005--
Compensation and Service Providers
Top Officer Pay40th percentile

Board Members and Trustees

NameTitle
Philip OconnorTrustee
Thomas NooneJunior Warden
Edmond BattleMaster
Timothy CavanaughSecretary
Kevin TateSenior Warden
William BonneyTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$12,015
Program Service Revenue
$0
Investment Income
$58,880
Other Revenue
$-980
All Other Contributions
$380
Change in Net Assets
$-20,728
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$79,427
Grants and Similar Amounts Paid$11,216
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
All Other Expenses---$56,669
Grants to Domestic Orgs---$11,216
Other Expenses---$7,215
Occupancy---$2,840
Office Expenses---$1,540
Fees for Services Accounting---$700
Depreciation Depletion---$519
Advertising---$250
Total Functional Expenses$0$0$0$90,643
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$3,495
Fundraising Gross Income$2,515
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
P O BOX 480, NORTH HAVEN, CT 06473

Signing Officer

Name
Bill Bonney Jr
Title
Treasurer
Phone
8608709268
Signed
2018-02-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Bill Bonney Jr
Formed
2002
Legal Domicile
Ct
Voting Board Members
141
Independent Board Members
127
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 55300.”

Form 990, Part IX, Line 24E

“Senior wardens fund 1000.”

Form 990, Part IX, Line 24E

“MISCELLANEOUS 369.”

Raw XML Appendix370 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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IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
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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 55300.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10SENIOR WARDENS FUND 1000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11MISCELLANEOUS 369.
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
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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/TotalAssetsBOYAmt0897675
IRS990/TotalAssetsEOYAmt01055360
IRS990/TotalAssetsGrp/BOYAmt0897675
IRS990/TotalAssetsGrp/EOYAmt01055360
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt012015
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt090643
IRS990/TotalGrossUBIAmt0-980
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0897675
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01055360
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt058880
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt069915
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt0-980
IRS990/TotalVolunteersCnt050
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0897675
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01055360
IRS990/TransactionWithControlEntInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0897675
IRS990/UnrestrictedNetAssetsGrp/EOYAmt01055360
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt023 BROOKSIDE DR
IRS990/USAddress/CityNm0SOUTHINGTON
IRS990/USAddress/StateAbbreviationCd0CT
IRS990/USAddress/ZIPCd006489
IRS990/VotingMembersGoverningBodyCnt0141
IRS990/VotingMembersIndependentCnt0127
IRS990/WebsiteAddressTxt0unitylodge148.org
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02018-03-14 21:41:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0BILL BONNEY JR
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum08608709268
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-02-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0UNITY LODGE 148 AF & AM
ReturnHeader/Filer/BusinessNameControlTxt0UNIT
ReturnHeader/Filer/EIN0100004457
ReturnHeader/Filer/PhoneNum08608709268
ReturnHeader/Filer/USAddress/AddressLine1Txt0P O BOX 480
ReturnHeader/Filer/USAddress/CityNm0NORTH HAVEN
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CT
ReturnHeader/Filer/USAddress/ZIPCd006473
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId01A2F39701FAC66887217EB372F5784E80BA5B9CE
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId024E3A2BD1A57FA8E8E9DB2099BA855CAC9E58D9A
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt032.211.245.178
ReturnHeader/FilingSecurityInformation/IPDt02018-02-15
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PS
ReturnHeader/FilingSecurityInformation/IPTm012:53:18
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/PreparationDt02018-02-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0FRANK D MARROCCO CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02018-02-15T12:53:36-08:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02016-12-01
ReturnHeader/TaxPeriodEndDt02017-11-30
ReturnHeader/TaxYr02016

Document Assets

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Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,055,360
Liabilities
$0
Net assets
$1,055,360
Revenue
$69,915
Expenses
$90,643
Net income
-$20,728
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