Civic Intelligence

Aasr of Freemasonry Nmj Valley Of

EIN 23-7149719 • 501(c)3 • Fort Wayne, IN

Profile

To provide aid and support to indigent families in the local community and other philanthropic events

5907 Stoney Creek DrFort Wayne, IN 46825

n/A

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2025

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2025

Net Margin

5th percentile

-302%

Higher net margin than 5% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2025

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2025

Asset Growth

60th percentile

3.1%

Faster asset growth than 60% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

11th percentile

-75%

Faster revenue growth than 11% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$402,939

Up $12,162 (+3.1%) from 2024

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Up

$402,939

Up $12,162 (+3.1%) from 2024

Operations
Liabilities / RevenueScore unavailableNet Margin5th percentile

Revenue

Down

$6,453

Down $18,977 (-75%) from 2024

Expenses

Down

$25,955

Down $18,704 (-42%) from 2024

Net Income

Down

-$19,502

Down $273 (-1.4%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth60th percentile

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

$600K$400K$200K$0Assets 2011: $5,871Net Assets 2011: $5,8712011Assets 2012: $5,371Net Assets 2012: $5,3712012Assets 2015: $356,638Liabilities 2015: $560Net Assets 2015: $356,0782015Assets 2016: $345,290Net Assets 2016: $345,2902016Assets 2017: $376,377Net Assets 2017: $376,3772017Assets 2018: $400,791Net Assets 2018: $400,7912018Assets 2019: $404,915Net Assets 2019: $404,9152019Assets 2020: $394,963Net Assets 2020: $394,9632020Assets 2021: $479,900Net Assets 2021: $479,9002021Assets 2022: $411,091Net Assets 2022: $411,0912022Assets 2023: $394,736Net Assets 2023: $394,7362023Assets 2024: $390,777Net Assets 2024: $390,7772024Assets 2025: $402,939Net Assets 2025: $402,9392025

Highlighted filing

2025

Assets$402,939
Liabilities-
Net Assets$402,939
Open 2025 Filing

Operations Trend

Revenue Growth11th percentile

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

$100K$50K$0-$50KRevenue 2011: $02011Revenue 2012: $0Expenses 2012: $500Net Income 2012: -$5002012Revenue 2015: $12,811Expenses 2015: $13,982Net Income 2015: -$1,1712015Revenue 2016: $7,859Expenses 2016: $10,297Net Income 2016: -$2,4382016Revenue 2017: $7,920Expenses 2017: $8,347Net Income 2017: -$4272017Revenue 2018: $19,611Expenses 2018: $9,028Net Income 2018: $10,5832018Revenue 2019: $19,327Expenses 2019: $24,881Net Income 2019: -$5,5542019Revenue 2020: $18,888Expenses 2020: $20,659Net Income 2020: -$1,7712020Revenue 2021: $31,301Expenses 2021: $24,275Net Income 2021: $7,0262021Revenue 2022: $68,126Expenses 2022: $50,523Net Income 2022: $17,6032022Revenue 2023: $12,172Expenses 2023: $23,705Net Income 2023: -$11,5332023Revenue 2024: $25,430Expenses 2024: $44,659Net Income 2024: -$19,2292024Revenue 2025: $6,453Expenses 2025: $25,955Net Income 2025: -$19,5022025

Highlighted filing

2025

Revenue$6,453
Expenses$25,955
Net Income-$19,502
Open 2025 Filing

Filings

Most recent year

2025 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$402,939
Liabilities
-
Net assets
$402,939
Revenue
$6,453
Expenses
$25,955
Net income
-$19,502
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$4.03$4.03$0.06$0.26$0.20
2024Detailed filing. Detailed filing data is available for this year.$3.91$3.91$0.25$0.45$0.19
2023Detailed filing. Detailed filing data is available for this year.$3.95$3.95$0.12$0.24$0.12
2022Detailed filing. Detailed filing data is available for this year.$4.11$4.11$0.68$0.51$0.18
2021Detailed filing. Detailed filing data is available for this year.$4.80$4.80$0.31$0.24$0.07
2020Detailed filing. Detailed filing data is available for this year.$3.95$3.95$0.19$0.21$0.02
2019Detailed filing. Detailed filing data is available for this year.$4.05$4.05$0.19$0.25$0.06
2018Detailed filing. Detailed filing data is available for this year.$4.01$4.01$0.20$0.09$0.11
2017Detailed filing. Detailed filing data is available for this year.$3.76$3.76$0.08$0.08$0.00
2016Detailed filing. Detailed filing data is available for this year.$3.45$3.45$0.08$0.10$0.02
2015Detailed filing. Detailed filing data is available for this year.$3.57$0.01$3.56$0.13$0.14$0.01
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.05$0.05$0.00$0.01$0.01
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.06$0.06$0.00
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
May 1, 2024 to Apr 30, 2025
Signed
Dec 15, 2025
Return Version
2024v5.2
Gross Receipts
$60,662
Mission and Program Overview

Mission

To provide aid and support to indigent families in the local community and other philanthropic events

Program Services

DescriptionGrantsExpenses
TO PROVIDE AID AND SUPPORT TO INDIGENT FAMILIES IN THE LOCAL COMMUNITY AND OTHER PHILANTHROPIC EVENTS$22,950$22,950
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JONATHAN M MORTCIC-$0--
JEFFREY S WOODWARDSp-$0--
ANTHONY CHURCHWARDTrustee-$0--
TERRANCE P ROETrustee-$0--
WILLIAM W PONDDm-$0--
MICHAEL J MCALEXANDERTreasurer-$0--
STEVEN A BATESExec Sec-$0--
JAN M HENLINETpm-$0--
JAMES H OLDMwm-$0--
LARRY CHAPELFrat Secretary-$0--
FREDERICK L LUCABAUGHTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Aasr of Freemasonry Nmj Valley of
EIN
23-7149719
Phone
2604232593
Address
5907 STONEY CREEK DR, FORT WAYNE, IN 46825

Signing Officer

Name
Steven a Bates
Title
Exec Sec
Signed
2025-12-15
Discuss with paid preparer
Yes

Preparer

Firm
Honegger Ringger & Co Inc
Address
1905 N Main Street, Bluffton, IN 46714
Preparer
Brad H Johnson CPA
Phone
2608244107
Supplemental Narrative

Additional Explanations

Grants and Similar Amounts Paid In Excess of $5,000.23

“Class of Activity: BENEVOLENCE GOALS OF AASR | Donee's Name: NMJ GRAND ALMONERS FUND | Donee's Address: 33 MARETT RD LEXINGTON MA 02421 | Relationship of Donee: NONE | Cash Amount Given: $13600”

Raw XML Appendix168 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
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0FORT WAYNE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0IN
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3TERRANCE P ROE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4WILLIAM W POND
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5MICHAEL J MCALEXANDER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6STEVEN A BATES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7JAN M HENLINE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8JAMES H OLD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9LARRY CHAPEL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10FREDERICK L LUCABAUGH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0CIC
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1SP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Trustee
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Trustee
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4DM
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6EXEC SEC
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7TPM
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8MWM
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9FRAT SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt10Trustee
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherChangesInNetAssetsAmt031664
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
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IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0TO PROVIDE AID AND SUPPORT TO INDIGENT FAMILIES IN THE LOCAL COMMUNITY AND OTHER PHILANTHROPIC EVENTS
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IRS990EZ/SaleOfAssetsGrossAmt049720
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IRS990EZ/SchoolOperatingInd0false
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IRS990EZ/StatesWhereCopyOfReturnIsFldCd0IN
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
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IRS990EZ/TotalRevenueAmt06453
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationTrustInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/FactsAndCircumstancesTestTxt0Prior Year Facts and Circumstances: This entity was organized and operated as a public charity for several years. The FOUNDATION's main activity is to seek donations from the public TO PROVIDE AID AND SUPPORT TO INDIGENT FAMILIES IN THE LOCAL COMMUNITY AND OTHER PHILANTHROPIC EVENTS. THE EXEMPT ENTITIES SUPPORTED BY THE FOUNDATION ARE USUALLY VETERANS ORGANIZATIONS THAT HELP VETERANS DEAL WITH CERTAIN ISSUES OR LOCAL LAW ENFORCEMENT AGENCIES. THE FOUNDATION'S ACTIVITIES TO SUPPORT THE PUBLIC HAVE NOT CHANGED. HOWEVER, THE FOUNDATION DOES NOT MEET THE 33 1/3% PUBLIC SUPPORT TEST ANY MORE DUE TO RECEIVING A LARGE INVESTMENT FROM THE CLOSURE OF ANOTHER 501(C)(3) ENTITY. THE INVESTMENT IS EARNING AROUND $10,000 OF INVESTMENT INCOME PER YEAR. THE INVESTMENT INCOME ALONG WITH VERY LIMITED DONATIONS THE PAST FEW YEARS HAVE IMPACTED THE PUBLIC SUPPORT TEST, BUT THE CHARITABLE INTENT OF THE FOUNDATION IS STILL THE SAME.THE FOUNDATION HAS A GOVERNING BODY OF NINE VOLUNTEERS THAT ARE ELECTED TO SERVE ON THE BOARD. THREE BOARD MEMBERS MAY SERVE TWO THREE-YEAR CONSECUTIVE TERMS. THE OTHER 6 MEMBERS OF THE EXECUTIVE COMMITTEE CAN SERVE NO MORE THAN A TWO-YEAR TERM. THE GOVERNING BODY SERVES TO MEET THE CHARITABLE INTENT OF THE FOUNDATION AND REPRESENT THE BROAD NEEDS OF THE PUBLIC.
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IRS990ScheduleA/TotalSupportAmt049757
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Class of Activity: BENEVOLENCE GOALS OF AASR | Donee's Name: NMJ GRAND ALMONERS FUND | Donee's Address: 33 MARETT RD LEXINGTON MA 02421 | Relationship of Donee: NONE | Cash Amount Given: $13600
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Grants and Similar Amounts Paid In Excess of $5,000.23
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0STEVEN A BATES
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXEC SEC
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-12-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0AASR OF FREEMASONRY NMJ VALLEY OF
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FORT WAYNE BENEVOLENT FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0AASR
ReturnHeader/Filer/EIN0237149719
ReturnHeader/Filer/PhoneNum02604232593
ReturnHeader/Filer/USAddress/AddressLine1Txt05907 STONEY CREEK DR
ReturnHeader/Filer/USAddress/CityNm0FORT WAYNE
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ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0351445791
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01905 N Main Street
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd046714
ReturnHeader/PreparerPersonGrp/PhoneNum02608244107
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Brad H Johnson CPA
ReturnHeader/ReturnTs02025-12-15T10:33:02-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-05-01
ReturnHeader/TaxPeriodEndDt02025-04-30
ReturnHeader/TaxYr02024

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