Civic Intelligence

Rutland Masonic Charitable & Educ Assoc

990EZ • Fiscal year 2018 • EIN 23-7578893

Sep 01, 2017 to Aug 31, 2018 • Filed on Nov 12, 2018

Organization ProfileRUFUSPUTNAMLODGE.ORG
293 Main St PO Box 151Rutland, MA 01543

(508) 886-6264

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2018

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2018

Net Margin

73rd percentile

19%

Higher net margin than 73% of similar nonprofits.

2018 filings • 501(c)10 • <$500k nonprofits • Source year 2018

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2018 filings • 501(c)10 • <$500k nonprofits • Source year 2018

Asset Growth

74th percentile

6.0%

Faster asset growth than 74% of similar nonprofits.

2018 filings • 501(c)10 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

46th percentile

-1.9%

Faster revenue growth than 46% of similar nonprofits.

2018 filings • 501(c)10 • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$63,728

Up $3,592 (+6.0%) from 2017

Net Assets

Up

$63,728

Up $3,592 (+6.0%) from 2017

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin73rd percentile

Revenue

Down

$15,521

Down $306 (-1.9%) from 2017

Expenses

Down

$12,575

Down $1,128 (-8.2%) from 2017

Net Income

Up

$2,946

Up $822 (+39%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth74th percentile

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

$80K$60K$40K$20K$0Assets 2013: $51,913Net Assets 2013: $51,9132013Assets 2014: $53,856Net Assets 2014: $53,8562014Assets 2015: $51,266Net Assets 2015: $51,2662015Assets 2016: $56,359Net Assets 2016: $56,3592016Assets 2017: $60,136Net Assets 2017: $60,1362017Assets 2018: $63,728Net Assets 2018: $63,7282018Assets 2019: $67,050Net Assets 2019: $67,0502019Assets 2020: $54,496Net Assets 2020: $54,4962020Assets 2021: $59,014Net Assets 2021: $59,0142021Assets 2022: $56,592Net Assets 2022: $56,5922022Assets 2025: $75,433Net Assets 2025: $75,4332025

Highlighted filing

2018

Assets$63,728
Liabilities-
Net Assets$63,728
Open 2018 Filing

Operations Trend

Revenue Growth46th percentile

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

$30K$20K$10K$0-$10K-$20KRevenue 2013: $20,886Expenses 2013: $12,033Net Income 2013: $8,8532013Revenue 2014: $12,106Expenses 2014: $12,969Net Income 2014: -$8632014Revenue 2015: $8,733Expenses 2015: $9,018Net Income 2015: -$2852015Revenue 2016: $15,748Expenses 2016: $11,700Net Income 2016: $4,0482016Revenue 2017: $15,827Expenses 2017: $13,703Net Income 2017: $2,1242017Revenue 2018: $15,521Expenses 2018: $12,575Net Income 2018: $2,9462018Revenue 2019: $14,680Expenses 2019: $11,786Net Income 2019: $2,8942019Revenue 2020: $8,719Expenses 2020: $22,409Net Income 2020: -$13,6902020Revenue 2021: $10,046Expenses 2021: $9,349Net Income 2021: $6972021Revenue 2022: $17,220Expenses 2022: $11,913Net Income 2022: $5,3072022Revenue 2025: $15,013Expenses 2025: $16,273Net Income 2025: -$1,2602025

Highlighted filing

2018

Revenue$15,521
Expenses$12,575
Net Income$2,946
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2017 to Aug 31, 2018
Signed
Nov 12, 2018
Return Version
2017v2.2
Gross Receipts
$20,208
Mission and Program Overview

Mission

To maintain building for masonic purposes

Program Services

DescriptionGrantsExpenses
MAINTAIN BUILDING FOR MASONIC PURPOSES--
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JAMES P CONDONSecretary-$0--
JAY A JOLICOEURPresident-$0--
ADAM J JOLICOEURTreasurer-$0--
CHRISTOPHER M DUNBARVice President-$0--
EVAN A STARBARDDirector-$0--
Filing and Contact Details

Filer

Filer Name
Rutland Masonic Charitable & Educ Assoc
EIN
23-7578893
Phone
5088866264
Address
293 MAIN ST PO BOX 151, RUTLAND, MA 01543

Signing Officer

Name
Adam J Jolicoeur
Title
Treasurer
Signed
2018-11-12
Discuss with paid preparer
Yes

Preparer

Firm
Alicia A Howe CPA PC
Address
45 S Quinsigamond Avenue, Shrewsbury, MA 01545
Preparer
James E Howe CPA
Phone
5087561610
Supplemental Narrative

Additional Explanations

Other Expenses.1009

“Depreciation $801”

Other Expenses.1012

“Insurance $4704”

Other Assets.1002

“Furniture and Fixtures - Beginning $4152 Furniture and Fixtures - Ending $3397”

Raw XML Appendix118 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0ADAM J JOLICOEUR
IRS990EZ/BooksInCareOfDetail/PhoneNum05088866264
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt08 HARWOOD CROSS RD
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0BROOKFIELD
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd001506
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt054353
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt058746
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt04687
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt02946
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt01357
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt060136
IRS990EZ/Form990TotalAssetsGrp/EOYAmt063728
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GainOrLossFromSaleOfAssetsAmt0-47
IRS990EZ/GrossReceiptsAmt020208
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt01968
IRS990EZ/LandAndBuildingsGrp/BOYAmt01631
IRS990EZ/LandAndBuildingsGrp/EOYAmt01585
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt013600
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt060136
IRS990EZ/NetAssetsOrFundBalancesEOYAmt063728
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt060136
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt063728
IRS990EZ/OccupancyRentUtltsAndMaintAmt05708
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt22.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt32.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JAMES P CONDON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JAY A JOLICOEUR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2ADAM J JOLICOEUR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3CHRISTOPHER M DUNBAR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4EVAN A STARBARD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Director
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt04152
IRS990EZ/OtherAssetsTotalDetail/EOYAmt03397
IRS990EZ/OtherChangesInNetAssetsAmt0646
IRS990EZ/OtherExpensesTotalAmt05505
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO MAINTAIN BUILDING FOR MASONIC PURPOSES
IRS990EZ/PrintingPublicationsPostageAmt05
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0MAINTAIN BUILDING FOR MASONIC PURPOSES
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SaleOfAssetsGrossAmt04640
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt012575
IRS990EZ/TotalRevenueAmt015521
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0RUFUSPUTNAMLODGE.ORG
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Depreciation $801
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Insurance $4704
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Furniture and Fixtures - Beginning $4152 Furniture and Fixtures - Ending $3397
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1009
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Assets.1002
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ADAM J JOLICOEUR
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-11-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0RUTLAND MASONIC CHARITABLE & EDUC ASSOC
ReturnHeader/Filer/BusinessNameControlTxt0RUTL
ReturnHeader/Filer/EIN0237578893
ReturnHeader/Filer/PhoneNum05088866264
ReturnHeader/Filer/USAddress/AddressLine1Txt0293 MAIN ST PO BOX 151
ReturnHeader/Filer/USAddress/CityNm0RUTLAND
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd001543
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0043256789
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Alicia A Howe CPA PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt045 S Quinsigamond Avenue
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Shrewsbury
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd001545
ReturnHeader/PreparerPersonGrp/PhoneNum05087561610
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JAMES E HOWE CPA
ReturnHeader/ReturnTs02018-11-12T13:09:52-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-09-01
ReturnHeader/TaxPeriodEndDt02018-08-31
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$63,728
Liabilities
-
Net assets
$63,728
Revenue
$15,521
Expenses
$12,575
Net income
$2,946
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$75.4$75.4$15.0$16.3$1.26
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$56.6$56.6$17.2$11.9$5.31
2021Detailed filing. Detailed filing data is available for this year.$59.0$59.0$10.0$9.35$0.70
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$54.5$54.5$8.72$22.4$13.7
2019Detailed filing. Detailed filing data is available for this year.$67.1$67.1$14.7$11.8$2.89
2018Detailed filing. Detailed filing data is available for this year.$63.7$63.7$15.5$12.6$2.95
2017Detailed filing. Detailed filing data is available for this year.$60.1$60.1$15.8$13.7$2.12
2016Detailed filing. Detailed filing data is available for this year.$56.4$56.4$15.7$11.7$4.05
2015Detailed filing. Detailed filing data is available for this year.$51.3$51.3$8.73$9.02$0.29
2014Detailed filing. Detailed filing data is available for this year.$53.9$53.9$12.1$13.0$0.86
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$51.9$51.9$20.9$12.0$8.85
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2018 filings • 501(c)10 • <$500k nonprofits