Civic Intelligence

Ancient Free & Accepted Masons of Oregon

EIN 23-7590384 • 501(c)10 • Troutdale, OR

Profile

This is a domestic fraternal organization, operating under the lodge system, devoting its net earnings exclusively to religious, charitable, scientific, literary, education, and fraternal purposes, and does not provide for the payment of life, sick, accident, or other benefits to its members.

PO Box 124Troutdale, OR 97060

greshamlodge.org

Siviq Scores

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

Liabilities / Assets

70th percentile

0.00x

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

501(c)10 • $500k-$1M nonprofits • Source year 2017

Liabilities / Revenue

71st percentile

0.00x

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

501(c)10 • $500k-$1M nonprofits • Source year 2017

Net Margin

63rd percentile

28%

Higher net margin than 63% of similar nonprofits.

501(c)10 • $500k-$1M nonprofits • Source year 2017

Top Officer Pay

73rd percentile

$480

Higher top officer pay than 73% of similar nonprofits.

Top officer pay equals 1.5% of source-year revenue.

501(c)10 • $500k-$1M nonprofits • Source year 2017

Asset Growth

66th percentile

8.1%

Faster asset growth than 66% of similar nonprofits.

501(c)10 • $500k-$1M nonprofits • Annualized from 2016 to 2017

Revenue Growth

74th percentile

50%

Faster revenue growth than 74% of similar nonprofits.

501(c)10 • $500k-$1M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets70th percentile

Assets

Up

$515,962

Up $38,477 (+8.1%) from 2016

Liabilities

$0

No earlier filing loaded for comparison.

Net Assets

Up

$515,962

Up $38,477 (+8.1%) from 2016

Operations
Liabilities / Revenue71st percentileNet Margin63rd percentile

Revenue

Up

$32,939

Up $10,918 (+50%) from 2016

Expenses

Up

$23,761

Up $2,567 (+12%) from 2016

Net Income

Up

$9,178

Up $8,351 (+1010%) from 2016

Trend Graphs

Balance Sheet Trend

Asset Growth66th percentile

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

$600K$400K$200K$0Assets 2014: $479,193Liabilities 2014: $0Net Assets 2014: $479,1932014Assets 2015: $459,663Net Assets 2015: $459,6632015Assets 2016: $477,485Net Assets 2016: $477,4852016Assets 2017: $515,962Liabilities 2017: $0Net Assets 2017: $515,9622017

Highlighted filing

2017

Assets$515,962
Liabilities$0
Net Assets$515,962
Open 2017 Filing

Operations Trend

Revenue Growth74th percentile

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

$400K$300K$200K$100K$0Revenue 2014: $394,351Expenses 2014: $22,973Net Income 2014: $371,3782014Revenue 2015: $29,584Expenses 2015: $25,789Net Income 2015: $3,7952015Revenue 2016: $22,021Expenses 2016: $21,194Net Income 2016: $8272016Revenue 2017: $32,939Expenses 2017: $23,761Net Income 2017: $9,1782017

Highlighted filing

2017

Revenue$32,939
Expenses$23,761
Net Income$9,178
Open 2017 Filing

Filings

Most recent year

2017 • Form 990XML pending. An XML filing is linked for this year, but detailed extraction is still pending.

Open filing
Assets
$515,962
Liabilities
$0
Net assets
$515,962
Revenue
$32,939
Expenses
$23,761
Net income
$9,178
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.16$0.00$5.16$0.33$0.24$0.09
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.77$4.77$0.22$0.21$0.01
2015Detailed filing. Detailed filing data is available for this year.$4.60$4.60$0.30$0.26$0.04
2014Detailed filing. Detailed filing data is available for this year.$4.79$0.00$4.79$3.94$0.23$3.71
Latest Detailed Filing

The latest 2017 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2015 below.

Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
May 13, 2016
Return Version
2015v2.0
Gross Receipts
$89,331
Mission and Program Overview

Mission

This is a domestic fraternal organization, operating under the lodge system, devoting its net earnings exclusively to religious, charitable, scientific, literary, education, and fraternal purposes, and does not provide for the payment of life, sick, accident, or other benefits to its members.

Program Services

DescriptionGrantsExpenses
Grants were given to an individual in financial hardship, and educational assistance was given to a student, as well as ongoing lodge activities.$16,452$5,850
Compensation and Service Providers
Top Officer Pay73rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
William TaylorSecretary-$0$600$600
Jan CervencikJunior Warden-$0--
Roger SpauldingWorshipful Mast-$0--
Steve MarcarelliSenior Warden-$0--
John ShoemanTreasurer-$0--
Filing and Contact Details

Filer

Filer Name
Ancient Free & Accepted Masons of Oregon
EIN
23-7590384
Phone
5033195893
Address
PO Box 124, Troutdale, OR 97060

Signing Officer

Name
William Taylor
Title
Secretary
Signed
2016-05-13
Discuss with paid preparer
Yes

Preparer

Firm
Gorge Capital
Address
1510 NE VILLAGE ST, FAIRVIEW, OR 97024-3826
Preparer
Susan K Martin CPA
Phone
5036675355
Supplemental Narrative

Additional Explanations

Client Note 1

“Client Note 1 - EXPLANATION OF AMOUNTS ON LINE 5:NET CAPITAL LOSSES ON SALES OF INVESTMENTS - WELLS FARGO (2,981)NET CAPITAL LOSSES ON SALES OF INVESTMENTS - AMERICAN ENT ( 278) ----- NET LOSS ON SALE OF PUBLICLY TRADED SECURITIES (3,259)CAPITAL GAIN DISTRIBUTIONS - WELLS FARGO (FIRST CLEARING LLC) 5,848CAPITAL GAIN DISTRIBUTIONS - AMERICAN ENTERPRISE INVEST SVC 3,039 -------NET GAIN ON LINE 5 5,628”

Other Expenses.1002

“Office Expenses $147”

Other Expenses.1007

“Conferences, Conventions, and Meetings $3431”

Other Expenses.1

“Pmts to affiliates - life memb $4400”

Other Expenses.2

“Payments to affiliates - dues $959”

Other Expenses.3

“Paraphernalia $476”

Raw XML Appendix124 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/PersonNm0John Shoeman 2015 TREASURER
IRS990EZ/BooksInCareOfDetail/PhoneNum05033289695
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0805 SW Florence Place
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Gresham
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OR
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd097080
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0479193
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0459663
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt08605
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt059747
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt03795
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt04262
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0479193
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0459663
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GainOrLossFromSaleOfAssetsAmt05628
IRS990EZ/GrantsAndSimilarAmountsPaidAmt05850
IRS990EZ/GrossReceiptsAmt089331
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt015351
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0479193
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0459663
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0479193
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0459663
IRS990EZ/OccupancyRentUtltsAndMaintAmt05664
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt32.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt42.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt0600
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Jan Cervencik
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Roger Spaulding
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Steve Marcarelli
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3John Shoeman
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4William Taylor
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Junior Warden
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Worshipful Mast
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Senior Warden
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Secretary
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherChangesInNetAssetsAmt0-23325
IRS990EZ/OtherExpensesTotalAmt09413
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0This is a domestic fraternal organization, operating under the lodge system, devoting its net earnings exclusively to religious, charitable, scientific, literary, education, and fraternal purposes, and does not provide for the payment of life, sick, accident, or other benefits to its members.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Grants were given to an individual in financial hardship, and educational assistance was given to a student, as well as ongoing lodge activities.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt016452
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt05850
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt0600
IRS990EZ/SaleOfAssetsGrossAmt065375
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt025789
IRS990EZ/TotalProgramServiceExpensesAmt016452
IRS990EZ/TotalRevenueAmt029584
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationOtherInd0X
IRS990EZ/WebsiteAddressTxt0GRESHAMLODGE.ORG
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Client Note 1 - EXPLANATION OF AMOUNTS ON LINE 5:NET CAPITAL LOSSES ON SALES OF INVESTMENTS - WELLS FARGO (2,981)NET CAPITAL LOSSES ON SALES OF INVESTMENTS - AMERICAN ENT ( 278) ----- NET LOSS ON SALE OF PUBLICLY TRADED SECURITIES (3,259)CAPITAL GAIN DISTRIBUTIONS - WELLS FARGO (FIRST CLEARING LLC) 5,848CAPITAL GAIN DISTRIBUTIONS - AMERICAN ENTERPRISE INVEST SVC 3,039 -------NET GAIN ON LINE 5 5,628
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Office Expenses $147
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Conferences, Conventions, and Meetings $3431
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Pmts to affiliates - life memb $4400
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Payments to affiliates - dues $959
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Paraphernalia $476
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Client Note 1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1007
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.3
ReturnHeader/BuildTS02016-09-27 15:27:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0William Taylor
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Secretary
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-05-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Ancient Free & Accepted Masons of Oregon
ReturnHeader/Filer/BusinessNameControlTxt0ANCI
ReturnHeader/Filer/EIN0237590384
ReturnHeader/Filer/PhoneNum05033195893
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 124
ReturnHeader/Filer/USAddress/CityNm0Troutdale
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OR
ReturnHeader/Filer/USAddress/ZIPCd097060
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Gorge Capital
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01510 NE VILLAGE ST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0FAIRVIEW
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0970243826
ReturnHeader/PreparerPersonGrp/PhoneNum05036675355
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SUSAN K MARTIN CPA
ReturnHeader/ReturnTs02016-05-13T11:37:48-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-01-01
ReturnHeader/TaxPeriodEndDt02015-12-31
ReturnHeader/TaxYr02015

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