Civic Intelligence

Pleasanton Lodge #321

990 • Fiscal year 2023 • EIN 23-7158536

Jan 01, 2023 to Dec 31, 2023 • Filed on May 13, 2024

Organization ProfileN/A
235 Montgomery Street 870San Francisco, CA 94104

(415) 810-5802

Siviq Scores

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

Liabilities / Assets

66th percentile

0.00x

Higher debt load relative to assets than 66% of similar nonprofits.

2023 filings • 501(c)10 • $1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

70th percentile

0.08x

Higher debt load relative to revenue than 70% of similar nonprofits.

2023 filings • 501(c)10 • $1M-$5M nonprofits • Source year 2023

Net Margin

37th percentile

-5.1%

Higher net margin than 37% of similar nonprofits.

2023 filings • 501(c)10 • $1M-$5M nonprofits • Source year 2023

Top Officer Pay

57th percentile

$2,400

Higher top officer pay than 57% of similar nonprofits.

Top officer pay equals 2.1% of source-year revenue.

2023 filings • 501(c)10 • $1M-$5M nonprofits • Source year 2023

Asset Growth

63rd percentile

6.3%

Faster asset growth than 63% of similar nonprofits.

2023 filings • 501(c)10 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Revenue Growth

4th percentile

-78%

Faster revenue growth than 4% of similar nonprofits.

2023 filings • 501(c)10 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets66th percentile

Assets

Up

$2,628,813

Up $155,176 (+6.3%) from 2022

Net Assets

Up

$2,619,679

Up $155,207 (+6.3%) from 2022

Liabilities

Down

$9,134

Down $31 (-0.3%) from 2022

Revenue And Expenses
Liabilities / Revenue70th percentileNet Margin37th percentile

Revenue

Down

$114,208

Down $413,864 (-78%) from 2022

Expenses

Up

$120,006

Up $7,499 (+6.7%) from 2022

Net Income

Down

-$5,798

Down $421,363 (-101%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth63rd percentile

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

$3.0M$2.0M$1.0M$0Assets 2010: $424,241Liabilities 2010: $6,151Net Assets 2010: $418,0902010Assets 2011: $412,239Liabilities 2011: $6,061Net Assets 2011: $406,1782011Assets 2012: $411,083Liabilities 2012: $6,061Net Assets 2012: $405,0222012Assets 2013: $405,898Liabilities 2013: $6,077Net Assets 2013: $399,8212013Assets 2014: $409,449Liabilities 2014: $6,174Net Assets 2014: $403,2752014Assets 2015: $400,840Liabilities 2015: $5,955Net Assets 2015: $394,8852015Assets 2016: $379,379Liabilities 2016: $5,919Net Assets 2016: $373,4602016Assets 2017: $2,223,032Liabilities 2017: $9,184Net Assets 2017: $2,213,8482017Assets 2018: $2,079,737Liabilities 2018: $9,155Net Assets 2018: $2,070,5822018Assets 2019: $2,198,786Liabilities 2019: $9,134Net Assets 2019: $2,189,6522019Assets 2020: $2,315,252Liabilities 2020: $9,135Net Assets 2020: $2,306,1172020Assets 2021: $2,389,122Liabilities 2021: $9,152Net Assets 2021: $2,379,9702021Assets 2022: $2,473,637Liabilities 2022: $9,165Net Assets 2022: $2,464,4722022Assets 2023: $2,628,813Liabilities 2023: $9,134Net Assets 2023: $2,619,6792023Assets 2024: $2,894,959Liabilities 2024: $10,205Net Assets 2024: $2,884,7542024

Highlighted filing

2023

Assets$2,628,813
Liabilities$9,134
Net Assets$2,619,679
Open 2023 Filing

Operations Trend

Revenue Growth4th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$600K$400K$200K$0-$200KExpenses 2010: $37,3742010Expenses 2011: $36,5432011Expenses 2012: $37,7582012Revenue 2013: $32,001Expenses 2013: $37,202Net Income 2013: -$5,2012013Revenue 2014: $41,744Expenses 2014: $38,290Net Income 2014: $3,4542014Revenue 2015: $36,195Expenses 2015: $44,585Net Income 2015: -$8,3902015Revenue 2016: $24,930Expenses 2016: $39,674Net Income 2016: -$14,7442016Revenue 2017: $70,952Expenses 2017: $34,382Net Income 2017: $36,5702017Revenue 2018: $58,038Expenses 2018: $40,346Net Income 2018: $17,6922018Revenue 2019: $81,019Expenses 2019: $30,230Net Income 2019: $50,7892019Revenue 2020: $33,613Expenses 2020: $117,579Net Income 2020: -$83,9662020Revenue 2021: $71,164Expenses 2021: $16,281Net Income 2021: $54,8832021Revenue 2022: $528,072Expenses 2022: $112,507Net Income 2022: $415,5652022Revenue 2023: $114,208Expenses 2023: $120,006Net Income 2023: -$5,7982023Revenue 2024: $25,621Expenses 2024: $124,137Net Income 2024: -$98,5162024

Highlighted filing

2023

Revenue$114,208
Expenses$120,006
Net Income-$5,798
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
May 13, 2024
Return Version
2023v5.0
Gross Receipts
$940,720
Mission and Program Overview

Mission

Spreading of masonic principles to members and commmunity

FRATERNAL MASONIC LODGE

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$2,464,472$2,619,679▲ $155,207
Investments in Publicly Traded Securities$1,779,279$1,944,063▲ $164,784
Cash and Non-Interest-Bearing Accounts$22,209$12,017▼ $10,192
Land, Buildings, and Equipment, Net$5,849$5,849→ $0
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$2,473,637$2,628,813▲ $155,176
Other Assets Total$666,300$666,884▲ $584
Liabilities
Other Liabilities$9,165$9,134▼ $31
Total Liabilities$9,165$9,134▼ $31
Net Assets / Fund Balance
Total Net Assets Fund Balance$2,464,472$2,619,679▲ $155,207
Total Liabilities and Net Assets / Fund Balance$2,473,637$2,628,813▲ $155,176

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$5,849-$5,849
Other Assets Org$666,884--
Compensation and Service Providers
Top Officer Pay57th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Jeffrey RenholtsSecretaryPT$2,400-$2,400
Thomas ClarkTiler--$600$600

Board Members and Trustees

NameTitle
Tim BradleyJunior Warden
Jerold KaplanSenior Warden
Kevin J KeenTreasurer
John YeomanWorshipful Master
Revenue and Support

Revenue Composition

Contributions and Grants
$17,872
Program Service Revenue
$818
Investment Income
$92,035
Other Revenue
$3,483
All Other Contributions
$250
Change in Net Assets
$-5,798
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$116,800
Salaries, Compensation, and Employee Benefits$3,206
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Occupancy$72,524$24,175-$96,699
Office Expenses$2,064$529-$2,593
Current Officers, Directors, Trustees, and Key Employees$1,920$480-$2,400
Conferences and Meetings$2,317--$2,317
Information Technology$1,405$351-$1,756
Other Salaries and Wages$600--$600
Other Expenses$322--$322
Payroll Taxes$165$41-$206
Fees for Services Other$152--$152
Total Functional Expenses$94,430$25,576$0$120,006
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$3,483
Fundraising Direct Expenses$0
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Past Master Gallery$8,737
Payroll Taxes$397
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

Governance Explanations

Form 990, Part VI, Section A, Line 6

“Every master mason (175) member of the local lodge is a voting member and entitled to vote on all matters.”

Form 990, Part VI, Section A, Line 7B

“All goverence decisions are made by the membership (175) at a regularly scheduled meeting.”

Form 990, Part VI, Section A, Line 8A

“While we have an elected president (worshipful master) there is no governing body and all decisions are made by a full vote of the membership present for a regularly scheudle meeting.”

Form 990, Part VI, Section A, Line 8B

“There are no committees authorized to act for the lodge and thus no minutes.”

Form 990, Part VI, Section B, Line 11B

“The form 990 is prepared by a cpa (who is a member and past worshipful master) and reviewed by the treasurer.”

Form 990, Part VI, Section C, Line 19

“There have never been any requests by any member of the public, but if there were, the requested documents would be supplied, if required.”

Filing and Contact Details

Filer

Filer Name
PLEASANTON LODGE #321
EIN
23-7158536
Phone
4158105802
Address
235 MONTGOMERY STREET 870, SAN FRANCISCO, CA 94104

Signing Officer

Name
Kevin J Keen
Title
Treasurer
Phone
4158105802
Signed
2024-05-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Kevin J Keen
Formed
1894
Legal Domicile
CA
Voting Board Members
175
Independent Board Members
0
Employees
1
Volunteers
30

Preparer

Firm
BOYDSTUN & KLINGNER CPA'S
Address
235 MONTGOMERY STREET SUITE 870, SAN FRANCISCO, CA 94104
Preparer
Kevin J Keen
Phone
4159869900
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

“MARK TO MARKET 161,005.”

Raw XML Appendix345 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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IRS990/BooksInCareOfDetail/PhoneNum04158105802
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0235 MONTGOMERY STREET SUITE 870
IRS990/BooksInCareOfDetail/USAddress/CityNm0PLEASANTON
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/TitleTxt0WORSHIPFUL MASTER
IRS990/Form990PartVIISectionAGrp/TitleTxt1SENIOR WARDEN
IRS990/Form990PartVIISectionAGrp/TitleTxt2JUNIOR WARDEN
IRS990/Form990PartVIISectionAGrp/TitleTxt3SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt4TREASURER
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IRS990/GrantAmt00
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0886820
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IRS990/GroupReturnForAffiliatesInd00
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IRS990/IndependentVotingMemberCnt00
IRS990/IndivRcvdGreaterThan100KCnt00
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IRS990/InvestmentInJointVentureInd00
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IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembershipDuesAmt017622
IRS990/MembersOrStockholdersInd01
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IRS990/MinutesOfCommitteesInd00
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IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
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IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EVERY MASTER MASON (175) MEMBER OF THE LOCAL LODGE IS A VOTING MEMBER AND ENTITLED TO VOTE ON ALL MATTERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ALL GOVERENCE DECISIONS ARE MADE BY THE MEMBERSHIP (175) AT A REGULARLY SCHEDULED MEETING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2WHILE WE HAVE AN ELECTED PRESIDENT (WORSHIPFUL MASTER) THERE IS NO GOVERNING BODY AND ALL DECISIONS ARE MADE BY A FULL VOTE OF THE MEMBERSHIP PRESENT FOR A REGULARLY SCHEUDLE MEETING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THERE ARE NO COMMITTEES AUTHORIZED TO ACT FOR THE LODGE AND THUS NO MINUTES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE FORM 990 IS PREPARED BY A CPA (WHO IS A MEMBER AND PAST WORSHIPFUL MASTER) AND REVIEWED BY THE TREASURER.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THERE HAVE NEVER BEEN ANY REQUESTS BY ANY MEMBER OF THE PUBLIC, BUT IF THERE WERE, THE REQUESTED DOCUMENTS WOULD BE SUPPLIED, IF REQUIRED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6MARK TO MARKET 161,005.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 7B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION A, LINE 8A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION A, LINE 8B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PART XI, LINE 9:
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt02473637
IRS990/TotalAssetsEOYAmt02628813
IRS990/TotalAssetsGrp/BOYAmt02473637
IRS990/TotalAssetsGrp/EOYAmt02628813
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt017872
IRS990/TotalEmployeeCnt01
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt025576
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt094430
IRS990/TotalFunctionalExpensesGrp/TotalAmt0120006
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt09165
IRS990/TotalLiabilitiesEOYAmt09134
IRS990/TotalLiabilitiesGrp/BOYAmt09165
IRS990/TotalLiabilitiesGrp/EOYAmt09134
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt02464472
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt02619679
IRS990/TotalOtherCompensationAmt0600
IRS990/TotalProgramServiceExpensesAmt094430
IRS990/TotalProgramServiceRevenueAmt0818
IRS990/TotalReportableCompFromOrgAmt02400
IRS990/TotalRevenueGrp/ExclusionAmt035210
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt061126
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0114208
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt030
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt02473637
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt02628813
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TypeOfOrganizationAssocInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0235 MONTGOMERY ST STE 870
IRS990/USAddress/CityNm0SF
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd094104
IRS990/VotingMembersGoverningBodyCnt0175
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0KEVIN J KEEN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum04158105802
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-05-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PLEASANTON LODGE #321
ReturnHeader/Filer/BusinessNameControlTxt0PLEA
ReturnHeader/Filer/EIN0237158536
ReturnHeader/Filer/PhoneNum04158105802
ReturnHeader/Filer/USAddress/AddressLine1Txt0235 MONTGOMERY STREET 870
ReturnHeader/Filer/USAddress/CityNm0SAN FRANCISCO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094104
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0941082297
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BOYDSTUN & KLINGNER CPA'S
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0235 MONTGOMERY STREET SUITE 870
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SAN FRANCISCO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd094104
ReturnHeader/PreparerPersonGrp/PhoneNum04159869900
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KEVIN J KEEN
ReturnHeader/ReturnTs02024-05-12T12:56:41-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0KEVIN
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0KEEN
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

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Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,628,813
Liabilities
$9,134
Net assets
$2,619,679
Revenue
$114,208
Expenses
$120,006
Net income
-$5,798
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.89$0.01$2.88$0.03$0.12$0.10
2023Detailed filing. Detailed filing data is available for this year.$2.63$0.01$2.62$0.11$0.12$0.01
2022Detailed filing. Detailed filing data is available for this year.$2.47$0.01$2.46$0.53$0.11$0.42
2021Detailed filing. Detailed filing data is available for this year.$2.39$0.01$2.38$0.07$0.02$0.05
2020Detailed filing. Detailed filing data is available for this year.$2.32$0.01$2.31$0.03$0.12$0.08
2019Detailed filing. Detailed filing data is available for this year.$2.20$0.01$2.19$0.08$0.03$0.05
2018Detailed filing. Detailed filing data is available for this year.$2.08$0.01$2.07$0.06$0.04$0.02
2017Detailed filing. Detailed filing data is available for this year.$2.22$0.01$2.21$0.07$0.03$0.04
2016Detailed filing. Detailed filing data is available for this year.$0.38$0.01$0.37$0.02$0.04$0.01
2015Detailed filing. Detailed filing data is available for this year.$0.40$0.01$0.39$0.04$0.04$0.01
2014Detailed filing. Detailed filing data is available for this year.$0.41$0.01$0.40$0.04$0.04$0.00
2013Detailed filing. Detailed filing data is available for this year.$0.41$0.01$0.40$0.03$0.04$0.01
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.41$0.01$0.41$0.04
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.41$0.01$0.41$0.04
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.42$0.01$0.42$0.04
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2023 filings • 501(c)10 • $1M-$5M nonprofits