Civic Intelligence

Adelphoi Lodge No 33

990 • Fiscal year 2018 • EIN 23-7159483

May 01, 2017 to Apr 30, 2018 • Filed on Aug 30, 2018

c/o Thomas Kennedy 10 Evergreen PkwNorth Providence, RI 02904-3109

(401) 353-1476

Siviq Scores

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

Liabilities / Assets

29th percentile

0.00x

Higher debt load relative to assets than 29% of similar nonprofits.

2018 filings • 501(c)8 • $500k-$1M nonprofits • Source year 2018

Liabilities / Revenue

29th percentile

0.00x

Higher debt load relative to revenue than 29% of similar nonprofits.

2018 filings • 501(c)8 • $500k-$1M nonprofits • Source year 2018

Net Margin

57th percentile

6.9%

Higher net margin than 57% of similar nonprofits.

2018 filings • 501(c)8 • $500k-$1M nonprofits • Source year 2018

Top Officer Pay

51st percentile

$0

Higher top officer pay than 51% of similar nonprofits.

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

2018 filings • 501(c)8 • $500k-$1M nonprofits • Source year 2018

Asset Growth

8th percentile

-10%

Faster asset growth than 8% of similar nonprofits.

2018 filings • 501(c)8 • $500k-$1M nonprofits • Annualized from 2017 to 2018

Revenue Growth

13th percentile

-22%

Faster revenue growth than 13% of similar nonprofits.

2018 filings • 501(c)8 • $500k-$1M nonprofits • Annualized from 2017 to 2018

Assets

Down

$679,981

Down $77,758 (-10%) from 2017

Net Assets

Down

$679,498

Down $77,863 (-10%) from 2017

Liabilities

Up

$483

Up $105 (+28%) from 2017

Revenue

Down

$117,923

Down $33,042 (-22%) from 2017

Expenses

Down

$109,843

Down $46,081 (-30%) from 2017

Net Income

Up

$8,080

Up $13,039 (+263%) from 2017

Historical Trend

Balance Sheet Trend

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

$1.5M$1.0M$500K$0Assets 2011: $1,243,295Liabilities 2011: $1,100Net Assets 2011: $1,242,1952011Assets 2013: $1,104,671Liabilities 2013: $855Net Assets 2013: $1,103,8162013Assets 2014: $1,066,729Liabilities 2014: $1,967Net Assets 2014: $1,064,7622014Assets 2015: $979,270Liabilities 2015: $2,460Net Assets 2015: $976,8102015Assets 2016: $818,937Liabilities 2016: $285Net Assets 2016: $818,6522016Assets 2017: $757,739Liabilities 2017: $378Net Assets 2017: $757,3612017Assets 2018: $679,981Liabilities 2018: $483Net Assets 2018: $679,4982018Assets 2019: $629,218Liabilities 2019: $2,380Net Assets 2019: $626,8382019Assets 2020: $574,769Liabilities 2020: $4,200Net Assets 2020: $570,5692020Assets 2021: $551,902Liabilities 2021: $3,300Net Assets 2021: $548,6022021Assets 2022: $568,519Liabilities 2022: $1,685Net Assets 2022: $566,8342022Assets 2023: $713,687Liabilities 2023: $744Net Assets 2023: $712,9432023

Highlighted filing

2018

Assets$679,981
Liabilities$483
Net Assets$679,498

Operations Trend

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

$200K$150K$100K$50K$0-$50KExpenses 2011: $153,1302011Expenses 2013: $139,2672013Revenue 2014: $130,341Expenses 2014: $131,046Net Income 2014: -$7052014Revenue 2015: $154,172Expenses 2015: $155,786Net Income 2015: -$1,6142015Revenue 2016: $164,246Expenses 2016: $162,787Net Income 2016: $1,4592016Revenue 2017: $150,965Expenses 2017: $155,924Net Income 2017: -$4,9592017Revenue 2018: $117,923Expenses 2018: $109,843Net Income 2018: $8,0802018Revenue 2019: $109,663Expenses 2019: $97,394Net Income 2019: $12,2692019Revenue 2020: $40,019Expenses 2020: $45,381Net Income 2020: -$5,3622020Revenue 2021: $21,835Expenses 2021: $21,689Net Income 2021: $1462021Revenue 2022: $19,592Expenses 2022: $19,832Net Income 2022: -$2402022Revenue 2023: $19,352Expenses 2023: $21,792Net Income 2023: -$2,4402023

Highlighted filing

2018

Revenue$117,923
Expenses$109,843
Net Income$8,080
Jump To
Filing Snapshot
Filing Period
May 1, 2017 to Apr 30, 2018
Signed
Aug 30, 2018
Return Version
2017v2.2
Gross Receipts
$228,603
Mission and Program Overview

Mission

Masonic Fraternal Lodge

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$757,091$679,498▼ $77,593
Investments in Publicly Traded Securities$734,034$643,738▼ $90,296
Cash and Non-Interest-Bearing Accounts$23,435$36,243▲ $12,808
Total Assets$757,469$679,981▼ $77,488
Liabilities
Accounts Payable and Accrued Expenses$378$483▲ $105
Total Liabilities$378$483▲ $105
Net Assets / Fund Balance
Total Net Assets Fund Balance$757,091$679,498▼ $77,593
Total Liabilities and Net Assets / Fund Balance$757,469$679,981▼ $77,488
Compensation and Service Providers

Board Members and Trustees

NameTitle
J Pat PaoloJr. Warden
Edward KdonianSecretary
James Mccarthy SrSr. Deacon
William PennoyerSr. Warden
Thomas a KennedyTreasurer
Charles NilesWorshipful Master
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$1,703
Investment Income
$31,086
Other Revenue
$85,134
Change in Net Assets
$8,080
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$109,843
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Expenses$37,500--$37,500
All Other Expenses-$21,906-$21,906
Payments to Affiliates-$6,083-$6,083
Occupancy-$5,420-$5,420
Conferences and Meetings-$5,032-$5,032
Fees for Service Investment Mgmnt Fees-$5,025-$5,025
Fees for Services Management-$1,388-$1,388
Fees for Services Legal-$75-$75
Total Functional Expenses$64,914$44,929$0$109,843
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
Yes
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Annual disclosure for covered persons
Yes
Audit committee
No
Backup withholding compliance
Yes
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
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
No
Filing and Contact Details

Filer

Filer Name
Adelphoi Lodge No 33
EIN
23-7159483
Phone
4013531476
Address
c/o Thomas Kennedy 10 Evergreen Pkw, North Providence, RI 02904-3109

Signing Officer

Name
Thomas Kennedy
Title
Treasurer
Phone
4013531476
Signed
2018-08-30
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Thomas Kennedy
Formed
1941
Legal Domicile
Ri
Voting Board Members
51
Independent Board Members
51
Employees
0
Volunteers
22

Preparer

Firm
Archer Accounting Services
Address
119 PARK VIEW AVE, WARWICK, RI 02888-2506
Preparer
Thomas Archer Cma
Phone
4012252122
Supplemental Narrative

Additional Explanations

Pt VI, Line 6

The Fraternal Lodge is comprised of a memership

Pt VI, Line 7A

Each member has the right to one vote.

Pt VI, Line 7B

The Governing Body (Officers) are elected by membership

Pt VI, Line 11B

Upon completion of 990 rtn., Treas. reviews before filing.

Pt VI, Line 12C

Upon election to office, officers identify any conflicting relationships.

Pt VI, Line 19

Upon written requests, all pertinent data will be provided to requestor.

Pt X

Adj. to Net Assets from draw of RBS Dain Inv. Portfolio

Form 990, Part IX, Line 24E

Programs Expenses

Form 990, Part IX, Line 24E

Golf Tournament 1074. 1074.

Form 990, Part IX, Line 24E

Fishing Trip Charter 1420. 1420.

Form 990, Part IX, Line 24E

Social Activities

Form 990, Part IX, Line 24E

Christmas Party 7167. 7167.

Form 990, Part IX, Line 24E

Strawberry Festival 4865. 4865.

Form 990, Part IX, Line 24E

Valentine's Dance 2536. 2536.

Form 990, Part IX, Line 24E

Dues & Subscriptions 2819. 2819.

Form 990, Part IX, Line 24E

Education 2025. 2025.

Raw XML Appendix330 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/FormAndLineReferenceDesc8Form 990, Part IX, Line 24e
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc13Form 990, Part IX, Line 24e
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IRS990/USAddress/AddressLine1Txt010 Evergreen Pkwy
IRS990/USAddress/CityNm0Providence
IRS990/USAddress/StateAbbreviationCd0RI
IRS990/USAddress/ZIPCd002904
IRS990/VotingMembersGoverningBodyCnt051
IRS990/VotingMembersIndependentCnt051
IRS990/WebsiteAddressTxt0www.adelphoilodge.com
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0THOMAS KENNEDY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum04013531476
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-08-30
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ADELPHOI LODGE NO 33
ReturnHeader/Filer/BusinessNameControlTxt0ADEL
ReturnHeader/Filer/EIN0237159483
ReturnHeader/Filer/PhoneNum04013531476
ReturnHeader/Filer/USAddress/AddressLine1Txt0c/o Thomas Kennedy 10 Evergreen Pkw
ReturnHeader/Filer/USAddress/CityNm0North Providence
ReturnHeader/Filer/USAddress/StateAbbreviationCd0RI
ReturnHeader/Filer/USAddress/ZIPCd0029043109
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0E25AAD56DA48D24BBD2F3DD2E5B281EE3BF0F3E0
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0E25AAD56DA48D24BBD2F3DD2E5B281EE3BF0F3E0
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0174.66.49.241
ReturnHeader/FilingSecurityInformation/IPDt02019-03-15
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PD
ReturnHeader/FilingSecurityInformation/IPTm020:04:19
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ARCHER ACCOUNTING SERVICES
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0119 PARK VIEW AVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WARWICK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0RI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0028882506
ReturnHeader/PreparerPersonGrp/PhoneNum04012252122
ReturnHeader/PreparerPersonGrp/PreparationDt02019-03-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0THOMAS ARCHER CMA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02019-03-15T20:04:27-07:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02017-05-01
ReturnHeader/TaxPeriodEndDt02018-04-30
ReturnHeader/TaxYr02017

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.71$0.00$0.71$0.02$0.02$0.00
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.57$0.00$0.57$0.02$0.02$0.00
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.55$0.00$0.55$0.02$0.02$0.00
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.57$0.00$0.57$0.04$0.05$0.01
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.63$0.00$0.63$0.11$0.10$0.01
2018Detailed filing. Detailed filing data is available for this year.$0.68$0.00$0.68$0.12$0.11$0.01
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.76$0.00$0.76$0.15$0.16$0.00
2016Detailed filing. Detailed filing data is available for this year.$0.82$0.00$0.82$0.16$0.16$0.00
2015Detailed filing. Detailed filing data is available for this year.$0.98$0.00$0.98$0.15$0.16$0.00
2014Detailed filing. Detailed filing data is available for this year.$1.07$0.00$1.06$0.13$0.13$0.00
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.10$0.00$1.10$0.14
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.24$0.00$1.24$0.15