Civic Intelligence

Unity Lodge No 148 Af& Am of Ct

990 • Fiscal year 2018 • EIN 10-0004457

Dec 01, 2017 to Nov 30, 2018 • Filed on Jan 09, 2019

P O Box 480North Haven, CT 06473

(860) 930-7048

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.

2018 filings • 501(c)8 • $1M-$5M nonprofits • Source year 2018

Liabilities / Revenue

22nd percentile

0.00x

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

2018 filings • 501(c)8 • $1M-$5M nonprofits • Source year 2018

Net Margin

69th percentile

13%

Higher net margin than 69% of similar nonprofits.

2018 filings • 501(c)8 • $1M-$5M nonprofits • Source year 2018

Top Officer Pay

43rd percentile

$0

Higher top officer pay than 43% of similar nonprofits.

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

2018 filings • 501(c)8 • $1M-$5M nonprofits • Source year 2018

Asset Growth

31st percentile

-1.5%

Faster asset growth than 31% of similar nonprofits.

2018 filings • 501(c)8 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Revenue Growth

88th percentile

38%

Faster revenue growth than 88% of similar nonprofits.

2018 filings • 501(c)8 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Assets

Down

$1,039,568

Down $15,792 (-1.5%) from 2017

Net Assets

Down

$1,039,568

Down $15,792 (-1.5%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue

Up

$96,360

Up $26,445 (+38%) from 2017

Expenses

Down

$84,035

Down $6,608 (-7.3%) from 2017

Net Income

Up

$12,325

Up $33,053 (+159%) from 2017

Historical Trend

Balance Sheet Trend

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

2018

Assets$1,039,568
Liabilities$0
Net Assets$1,039,568

Operations Trend

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

2018

Revenue$96,360
Expenses$84,035
Net Income$12,325
Jump To
Filing Snapshot
Filing Period
Dec 1, 2017 to Nov 30, 2018
Signed
Jan 9, 2019
Return Version
2017v2.2
Gross Receipts
$138,871
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$1,051,332$1,033,438▼ $17,894
Cash and Non-Interest-Bearing Accounts$2,718$5,165▲ $2,447
Land, Buildings, and Equipment, Net$1,209$814▼ $395
Savings and Temporary Cash Investments$101$151▲ $50
Total Assets$1,055,360$1,039,568▼ $15,792
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$1,055,360$1,039,568▼ $15,792
Total Net Assets Fund Balance$1,055,360$1,039,568▼ $15,792
Total Liabilities and Net Assets / Fund Balance$1,055,360$1,039,568▼ $15,792

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$814$2,623$3,437
Other Securities$136,972--
Compensation and Service Providers

Board Members and Trustees

NameTitle
Philip OconnorTrustee
Paul CantanzaroJunior Warden
Kevin TateMaster
Timothy CavanaughSecretary
Thomas NooneSenior Warden
William BonneyTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$10,645
Program Service Revenue
$0
Investment Income
$85,273
Other Revenue
$442
All Other Contributions
$415
Change in Net Assets
$12,325
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$74,565
Grants and Similar Amounts Paid$9,470
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Payments to Affiliates---$47,400
Grants to Domestic Orgs---$9,470
Other Expenses---$7,275
Occupancy---$2,840
Office Expenses---$1,380
Conferences and Meetings---$1,127
Fees for Services Accounting---$700
Depreciation Depletion---$395
All Other Expenses---$334
Total Functional Expenses$0$0$0$84,035
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$1,680
Fundraising Direct Expenses$1,238
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
8609307048
Address
P O BOX 480, NORTH HAVEN, CT 06473

Signing Officer

Name
Bill Bonney Jr
Title
Treasurer
Phone
8609307048
Signed
2019-01-09
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Bill Bonney Jr
Formed
2002
Legal Domicile
Ct
Voting Board Members
137
Independent Board Members
123
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

SENIOR WARDENS FUND 254.

Form 990, Part IX, Line 24E

MISCELLANEOUS 80.

Raw XML Appendix368 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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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/ExplanationTxt9SENIOR WARDENS FUND 254.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10MISCELLANEOUS 80.
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
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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/TotalAssetsBOYAmt01055360
IRS990/TotalAssetsEOYAmt01039568
IRS990/TotalAssetsGrp/BOYAmt01055360
IRS990/TotalAssetsGrp/EOYAmt01039568
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt010645
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt084035
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01055360
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01039568
IRS990/TotalRevenueGrp/ExclusionAmt0442
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt085273
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt096360
IRS990/TotalVolunteersCnt050
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01055360
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01039568
IRS990/TransactionWithControlEntInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt01055360
IRS990/UnrestrictedNetAssetsGrp/EOYAmt01039568
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt023 BROOKSIDE DR
IRS990/USAddress/CityNm0SOUTHINGTON
IRS990/USAddress/StateAbbreviationCd0CT
IRS990/USAddress/ZIPCd006489
IRS990/VotingMembersGoverningBodyCnt0137
IRS990/VotingMembersIndependentCnt0123
IRS990/WebsiteAddressTxt0unitylodge148.org
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0BILL BONNEY JR
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum08609307048
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-01-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0UNITY LODGE 148 AF & AM
ReturnHeader/Filer/BusinessNameControlTxt0UNIT
ReturnHeader/Filer/EIN0100004457
ReturnHeader/Filer/PhoneNum08609307048
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/AtSubmissionFilingDeviceId0F94491AE2B6ADA33C45938C90259F6EDF140EEF3
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt032.211.245.178
ReturnHeader/FilingSecurityInformation/IPDt02019-01-09
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PS
ReturnHeader/FilingSecurityInformation/IPTm013:55:29
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/PreparationDt02019-01-09
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0FRANK D MARROCCO CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02019-01-09T13:55:42-08:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02017-12-01
ReturnHeader/TaxPeriodEndDt02018-11-30
ReturnHeader/TaxYr02017

Document Assets

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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