Civic Intelligence

Hamilton Masonic Temple Co

990 • Fiscal year 2020 • EIN 31-0367000

Jan 01, 2020 to Dec 31, 2020 • Filed on Sep 16, 2021

724 High StHamilton, OH 45011

(513) 868-3619

Siviq Scores

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

Liabilities / Assets

37th percentile

0.00x

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

2020 filings • 501(c)2 • $500k-$1M nonprofits • Source year 2020

Liabilities / Revenue

36th percentile

0.00x

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

2020 filings • 501(c)2 • $500k-$1M nonprofits • Source year 2020

Net Margin

50th percentile

12%

Higher net margin than 50% of similar nonprofits.

2020 filings • 501(c)2 • $500k-$1M nonprofits • Source year 2020

Top Officer Pay

68th percentile

$0

Higher top officer pay than 68% of similar nonprofits.

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

2020 filings • 501(c)2 • $500k-$1M nonprofits • Source year 2020

Asset Growth

52nd percentile

-0.3%

Faster asset growth than 52% of similar nonprofits.

2020 filings • 501(c)2 • $500k-$1M nonprofits • Annualized from 2019 to 2020

Revenue Growth

47th percentile

-6.3%

Faster revenue growth than 47% of similar nonprofits.

2020 filings • 501(c)2 • $500k-$1M nonprofits • Annualized from 2019 to 2020

Assets

Down

$653,359

Down $1,775 (-0.3%) from 2019

Net Assets

Down

$653,359

Down $1,775 (-0.3%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue

Down

$78,673

Down $5,312 (-6.3%) from 2019

Expenses

Down

$68,981

Down $16,478 (-19%) from 2019

Net Income

Up

$9,692

Up $11,166 (+758%) from 2019

Historical Trend

Balance Sheet Trend

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

$800K$600K$400K$200K$0Assets 2013: $575,609Liabilities 2013: $0Net Assets 2013: $575,6092013Assets 2014: $609,174Liabilities 2014: $0Net Assets 2014: $609,1742014Assets 2015: $604,577Liabilities 2015: $0Net Assets 2015: $604,5772015Assets 2016: $670,710Liabilities 2016: $0Net Assets 2016: $670,7102016Assets 2017: $666,916Liabilities 2017: $0Net Assets 2017: $666,9162017Assets 2018: $605,836Liabilities 2018: $0Net Assets 2018: $605,8362018Assets 2019: $655,134Liabilities 2019: $0Net Assets 2019: $655,1342019Assets 2020: $653,359Liabilities 2020: $0Net Assets 2020: $653,3592020Assets 2021: $634,965Liabilities 2021: $0Net Assets 2021: $634,9652021Assets 2022: $564,310Liabilities 2022: $0Net Assets 2022: $564,3102022Assets 2023: $541,657Liabilities 2023: $0Net Assets 2023: $541,6572023Assets 2024: $522,521Liabilities 2024: $0Net Assets 2024: $522,5212024

Highlighted filing

2020

Assets$653,359
Liabilities$0
Net Assets$653,359

Operations Trend

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

$150K$100K$50K$0-$50KRevenue 2013: $85,254Expenses 2013: $42,574Net Income 2013: $42,6802013Revenue 2014: $63,166Expenses 2014: $49,787Net Income 2014: $13,3792014Revenue 2015: $48,903Expenses 2015: $41,314Net Income 2015: $7,5892015Revenue 2016: $125,795Expenses 2016: $70,827Net Income 2016: $54,9682016Revenue 2017: $72,018Expenses 2017: $88,555Net Income 2017: -$16,5372017Revenue 2018: $69,787Expenses 2018: $67,227Net Income 2018: $2,5602018Revenue 2019: $83,985Expenses 2019: $85,459Net Income 2019: -$1,4742019Revenue 2020: $78,673Expenses 2020: $68,981Net Income 2020: $9,6922020Revenue 2021: $63,293Expenses 2021: $88,763Net Income 2021: -$25,4702021Revenue 2022: $46,393Expenses 2022: $71,077Net Income 2022: -$24,6842022Revenue 2023: $53,355Expenses 2023: $80,526Net Income 2023: -$27,1712023Revenue 2024: $64,935Expenses 2024: $100,311Net Income 2024: -$35,3762024

Highlighted filing

2020

Revenue$78,673
Expenses$68,981
Net Income$9,692
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Sep 16, 2021
Return Version
2020v4.0
Gross Receipts
$430,165
Mission and Program Overview

Mission

To provide a meeting facility for benevolent and fraternal activities and to hold title, collect rents and maintain facility.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$97,635$284,246▲ $186,611
Investments in Publicly Traded Securities$446,969$253,548▼ $193,421
Cash and Non-Interest-Bearing Accounts$110,530$115,565▲ $5,035
Savings and Temporary Cash Investments-$0-
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$655,134$653,359▼ $1,775
Other Assets Total-$0-
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$655,134$653,359▼ $1,775
Total Net Assets Fund Balance$655,134$653,359▼ $1,775
Total Liabilities and Net Assets / Fund Balance$655,134$653,359▼ $1,775

Asset Categories

AssetBook ValueDepreciationBasis
Leasehold Improvements$249,858$18,493$268,351
Equipment$15,283$13,156$28,439
Other Land Buildings$9,996$8,209$18,205
Land$9,109-$9,109
Compensation and Service Providers

Board Members and Trustees

NameTitle
Duaine Couch SrPresident
Charles C MetteeVice President
Paula DurrSecretary
Thomas R DurrTemple Manager
Larry MoreyTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$48,485
Program Service Revenue
$0
Investment Income
$30,188
Other Revenue
$0
All Other Contributions
$3,107
Change in Net Assets
$9,692
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$68,481
Grants and Similar Amounts Paid$500
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Occupancy---$17,637
Insurance---$11,772
Depreciation Depletion---$9,654
All Other Expenses---$7,252
Other Expenses---$2,493
Fees for Services Other---$1,316
Fees for Services Accounting---$980
Grants to Domestic Orgs---$500
Office Expenses---$388
Total Functional Expenses$0$0$0$68,981
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
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
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
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 11B: Form 990 Review Process

No review was or will be conducted.

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

No documents available to the public.

Filing and Contact Details

Filer

Filer Name
Hamilton Masonic Temple Co
EIN
31-0367000
Phone
5138683619
Address
724 HIGH ST, HAMILTON, OH 45011

Signing Officer

Name
Larry Morey
Title
Treasurer
Signed
2021-09-16
Discuss with paid preparer
Yes

Organization Details

Formed
1943
Legal Domicile
Oh
Voting Board Members
5
Independent Board Members
5
Employees
0

Preparer

Firm
Baker & Associates Cpas LLC
Address
188 N BROOKWOOD AVE STE 100, HAMILTON, OH 45013
Preparer
Karen E Baker
Phone
5138961234
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 24E: Other Expenses

: Column (A) - Total = $0; Column (B) - Program Services = $0; Column (C) - Management & General = $0; Column (D) - Fundraising = $0

Form 990, Part IX, Line 24E: Other Expenses

ELEVATOR EXP: Column (A) - Total = $1133; Column (B) - Program Services = $0; Column (C) - Management & General = $0; Column (D) - Fundraising = $0

Form 990, Part IX, Line 24E: Other Expenses

FEES: Column (A) - Total = $0; Column (B) - Program Services = $0; Column (C) - Management & General = $0; Column (D) - Fundraising = $0

Form 990, Part IX, Line 24E: Other Expenses

FIRE EXTINGUISHERS: Column (A) - Total = $436; Column (B) - Program Services = $0; Column (C) - Management & General = $0; Column (D) - Fundraising = $0

Form 990, Part IX, Line 24E: Other Expenses

FLAGS: Column (A) - Total = $202; Column (B) - Program Services = $0; Column (C) - Management & General = $0; Column (D) - Fundraising = $0

Form 990, Part IX, Line 24E: Other Expenses

KITCHEN EQUIP: Column (A) - Total = $317; Column (B) - Program Services = $0; Column (C) - Management & General = $0; Column (D) - Fundraising = $0

Form 990, Part IX, Line 24E: Other Expenses

RENTAL: Column (A) - Total = $1073; Column (B) - Program Services = $0; Column (C) - Management & General = $0; Column (D) - Fundraising = $0

Form 990, Part IX, Line 24E: Other Expenses

REPAIRS & MAINT: Column (A) - Total = $991; Column (B) - Program Services = $0; Column (C) - Management & General = $0; Column (D) - Fundraising = $0

Form 990, Part IX, Line 24E: Other Expenses

SERVICE CHG: Column (A) - Total = $12; Column (B) - Program Services = $0; Column (C) - Management & General = $0; Column (D) - Fundraising = $0

Form 990, Part IX, Line 24E: Other Expenses

SHOWCASE: Column (A) - Total = $0; Column (B) - Program Services = $0; Column (C) - Management & General = $0; Column (D) - Fundraising = $0

Form 990, Part IX, Line 24E: Other Expenses

TELEPHONE/INTERNET: Column (A) - Total = $793; Column (B) - Program Services = $0; Column (C) - Management & General = $0; Column (D) - Fundraising = $0

Form 990, Part IX, Line 24E: Other Expenses

TV: Column (A) - Total = $2295; Column (B) - Program Services = $0; Column (C) - Management & General = $0; Column (D) - Fundraising = $0

Other Changes In Net Assets Or Fund Balances - Other Decreases

Foreign taxes paid on inv = -$28

Other Changes In Net Assets Or Fund Balances - Other Increases

Non dividend distribution = $71

Raw XML Appendix354 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/ExplanationTxt0No review was or will be conducted.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1No documents available to the public.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2: Column (A) - Total = $0; Column (B) - Program Services = $0; Column (C) - Management & General = $0; Column (D) - Fundraising = $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ELEVATOR EXP: Column (A) - Total = $1133; Column (B) - Program Services = $0; Column (C) - Management & General = $0; Column (D) - Fundraising = $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4FEES: Column (A) - Total = $0; Column (B) - Program Services = $0; Column (C) - Management & General = $0; Column (D) - Fundraising = $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5FIRE EXTINGUISHERS: Column (A) - Total = $436; Column (B) - Program Services = $0; Column (C) - Management & General = $0; Column (D) - Fundraising = $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6FLAGS: Column (A) - Total = $202; Column (B) - Program Services = $0; Column (C) - Management & General = $0; Column (D) - Fundraising = $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7KITCHEN EQUIP: Column (A) - Total = $317; Column (B) - Program Services = $0; Column (C) - Management & General = $0; Column (D) - Fundraising = $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8RENTAL: Column (A) - Total = $1073; Column (B) - Program Services = $0; Column (C) - Management & General = $0; Column (D) - Fundraising = $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9REPAIRS & MAINT: Column (A) - Total = $991; Column (B) - Program Services = $0; Column (C) - Management & General = $0; Column (D) - Fundraising = $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10SERVICE CHG: Column (A) - Total = $12; Column (B) - Program Services = $0; Column (C) - Management & General = $0; Column (D) - Fundraising = $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11SHOWCASE: Column (A) - Total = $0; Column (B) - Program Services = $0; Column (C) - Management & General = $0; Column (D) - Fundraising = $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12TELEPHONE/INTERNET: Column (A) - Total = $793; Column (B) - Program Services = $0; Column (C) - Management & General = $0; Column (D) - Fundraising = $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13TV: Column (A) - Total = $2295; Column (B) - Program Services = $0; Column (C) - Management & General = $0; Column (D) - Fundraising = $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14FOREIGN TAXES PAID ON INV = -$28
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt15NON DIVIDEND DISTRIBUTION = $71
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part IX, Line 24e: Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part IX, Line 24e: Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part IX, Line 24e: Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990, Part IX, Line 24e: Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990, Part IX, Line 24e: Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Form 990, Part IX, Line 24e: Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Form 990, Part IX, Line 24e: Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Form 990, Part IX, Line 24e: Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Form 990, Part IX, Line 24e: Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Form 990, Part IX, Line 24e: Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Form 990, Part IX, Line 24e: Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc13Form 990, Part IX, Line 24e: Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc14Other Changes In Net Assets Or Fund Balances - Other Decreases
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc15Other Changes In Net Assets Or Fund Balances - Other Increases
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0655134
IRS990/TotalAssetsEOYAmt0653359
IRS990/TotalAssetsGrp/BOYAmt0655134
IRS990/TotalAssetsGrp/EOYAmt0653359
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt048485
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt068981
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0655134
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0653359
IRS990/TotalProgramServiceRevenueAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt030188
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt078673
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0655134
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0653359
IRS990/TravelGrp/TotalAmt00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0724 HIGH ST
IRS990/USAddress/CityNm0HAMILTON
IRS990/USAddress/StateAbbreviationCd0OH
IRS990/USAddress/ZIPCd045011
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt05
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0LARRY MOREY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-09-16
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0HAMILTON MASONIC TEMPLE CO
ReturnHeader/Filer/BusinessNameControlTxt0HAMI
ReturnHeader/Filer/EIN0310367000
ReturnHeader/Filer/PhoneNum05138683619
ReturnHeader/Filer/USAddress/AddressLine1Txt0724 HIGH ST
ReturnHeader/Filer/USAddress/CityNm0HAMILTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OH
ReturnHeader/Filer/USAddress/ZIPCd045011
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0203025994
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BAKER & ASSOCIATES CPAS LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0188 N BROOKWOOD AVE STE 100
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0HAMILTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd045013
ReturnHeader/PreparerPersonGrp/PhoneNum05138961234
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Karen E Baker
ReturnHeader/ReturnTs02021-09-16T07:12:52-07:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0LARRY
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0MOREY
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

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