Civic Intelligence

Dayton Masonic Foundation

990 • Fiscal year 2014 • EIN 31-1385609

Aug 01, 2013 to Jul 31, 2014 • Filed on Jan 28, 2015

Organization ProfileWWW.DAYTONMASONICFOUNDATION.ORG
525 Riverview Ave45405-4702

(937) 224-1011

Siviq Scores

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

Liabilities / Assets

15th percentile

0.00x

Higher debt load relative to assets than 15% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Liabilities / Revenue

15th percentile

0.00x

Higher debt load relative to revenue than 15% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Net Margin

90th percentile

46%

Higher net margin than 90% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Top Officer Pay

34th percentile

$0

Higher top officer pay than 34% of similar nonprofits.

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

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2014

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2014

Balance Sheet
Liabilities / Assets15th percentile

Assets

$2,810,868

No earlier filing loaded for comparison.

Net Assets

$2,808,949

No earlier filing loaded for comparison.

Liabilities

$1,919

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue15th percentileNet Margin90th percentile

Revenue

$987,513

No earlier filing loaded for comparison.

Expenses

$533,143

No earlier filing loaded for comparison.

Net Income

$454,370

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2014: $2,810,868Liabilities 2014: $1,919Net Assets 2014: $2,808,9492014Assets 2015: $1,286,327Liabilities 2015: $3,913Net Assets 2015: $1,282,4142015Assets 2016: $1,446,169Liabilities 2016: $662,440Net Assets 2016: $783,7292016Assets 2020: $1,104,062Liabilities 2020: $1,041,295Net Assets 2020: $62,7672020Assets 2021: $1,210,883Liabilities 2021: $990,942Net Assets 2021: $219,9412021Assets 2025: $7,959,367Liabilities 2025: $1,390,252Net Assets 2025: $6,569,1152025

Highlighted filing

2014

Assets$2,810,868
Liabilities$1,919
Net Assets$2,808,949
Open 2014 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$3.0M$2.0M$1.0M$0-$1.0M-$2.0MRevenue 2014: $987,513Expenses 2014: $533,143Net Income 2014: $454,3702014Revenue 2015: $430,069Expenses 2015: $1,990,860Net Income 2015: -$1,560,7912015Revenue 2016: $1,544,298Expenses 2016: $2,024,268Net Income 2016: -$479,9702016Revenue 2020: $345,212Expenses 2020: $213,713Net Income 2020: $131,4992020Revenue 2021: $150,614Expenses 2021: $73,278Net Income 2021: $77,3362021Revenue 2025: $1,097,485Expenses 2025: $137,984Net Income 2025: $959,5012025

Highlighted filing

2014

Revenue$987,513
Expenses$533,143
Net Income$454,370
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Aug 1, 2013 to Jul 31, 2014
Signed
Jan 28, 2015
Return Version
2013v4.0
Gross Receipts
$1,382,001
Mission and Program Overview

Mission

Historical site preservation, charitable contributions, college scholarship awards and patriotic activities

Historical site preservation, charitable contributions, college schlorship awards and patriotic activities.

Balance Sheet Detail
LineBeginningEndChange
Assets
Pledges and Grants Receivable$1,478,880$1,431,202▼ $47,678
Land, Buildings, and Equipment, Net$0$529,413▲ $529,413
Investments Other Securities$411,547$463,213▲ $51,666
Savings and Temporary Cash Investments$479,820$385,407▼ $94,413
Cash and Non-Interest-Bearing Accounts$488$1,633▲ $1,145
Total Assets$2,370,735$2,810,868▲ $440,133
Liabilities
Accounts Payable and Accrued Expenses$20,343$1,919▼ $18,424
Total Liabilities$20,343$1,919▼ $18,424
Net Assets / Fund Balance
Temporarily Rstr Net Assets$1,795,775$1,654,657▼ $141,118
Unrestricted Net Assets$554,617$1,154,292▲ $599,675
Total Net Assets Fund Balance$2,350,392$2,808,949▲ $458,557
Total Liabilities and Net Assets / Fund Balance$2,370,735$2,810,868▲ $440,133

Asset Categories

AssetBook ValueDepreciationBasis
Land$326,390-$326,390
Buildings$203,023-$203,023
Other Securities$57,179--
Compensation and Service Providers
Top Officer Pay34th percentile

Board Members and Trustees

NameTitle
Neil M SmalleyChairman
Ronald L ConnellyPresident
William P Mayberry JrVice President
James WilliamsonSecretary
William P MayberryTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$922,917
Program Service Revenue
$0
Investment Income
$64,596
Other Revenue
$0
All Other Contributions
$922,917
Change in Net Assets
$454,370

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
No
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported Amount
Real Estate Commercial1$55,782
Total Noncash Contributions1$55,782

Audited Revenue Reconciliation

Revenue per Audited Statements
$987,513
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$4,187
Total Revenue per Audited Statements
$991,700
Total Revenue per Form 990
$987,513
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$451,358
Other Expenses$81,685
Total Fundraising Expense$6,544
Salaries, Compensation, and Employee Benefits$100
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$451,358--$451,358
Occupancy-$20,524-$20,524
Fees for Services Accounting-$12,675-$12,675
Information Technology-$7,847-$7,847
Fees for Service Investment Mgmnt Fees-$4,329-$4,329
Fees for Services Other-$3,898-$3,898
Office Expenses-$2,352-$2,352
All Other Expenses-$1,186-$1,186
Other Expenses$1,075$1,326$6,544$1,075
Insurance-$1,073-$1,073
Payroll Taxes-$100-$100
Total Functional Expenses$452,433$74,166$6,544$533,143

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$533,143
Total Expenses per Audited Statements$533,143
Total Expenses per Form 990$533,143
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
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
No
Governance and Compliance

Governance Checklist

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

Governance Explanations

Form 990, Part VI, Section B, Line 11

“Line 11a explanation - copy of 990 was reviewed by board of directors along with the outside auditor before filing of final 990 return.”

Form 990, Part VI, Section B, Line 12C

“Foundation requires annual written conflict of interest statements to be updated and signed by the directors.”

Form 990, Part VI, Section C, Line 19

“Upon written request to executive secretary's office.”

Filing and Contact Details

Filer

EIN
31-1385609
Phone
9372241011

Signing Officer

Name
James Williamson
Title
Executive Secretary
Phone
9372241011
Signed
2015-01-28
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Neil M Smalley
Formed
1993
Legal Domicile
Oh
Voting Board Members
16
Independent Board Members
16
Employees
0
Volunteers
0

Preparer

Preparer
William C Laidly
Phone
9372973000
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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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IRS990ScheduleM/RealEstateCommercialGrp/ContributionCnt01
IRS990ScheduleM/RealEstateCommercialGrp/NonCashCheckboxInd0X
IRS990ScheduleM/RealEstateCommercialGrp/NoncashContributionsRptF990Amt055782
IRS990ScheduleM/ReviewProcessUnusualNCGiftsInd00
IRS990ScheduleM/ThirdPartiesUsedInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0LINE 11A EXPLANATION - COPY OF 990 WAS REVIEWED BY BOARD OF DIRECTORS ALONG WITH THE OUTSIDE AUDITOR BEFORE FILING OF FINAL 990 RETURN.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1FOUNDATION REQUIRES ANNUAL WRITTEN CONFLICT OF INTEREST STATEMENTS TO BE UPDATED AND SIGNED BY THE DIRECTORS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2UPON WRITTEN REQUEST TO EXECUTIVE SECRETARY'S OFFICE.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0OH
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TemporarilyRstrNetAssetsGrp/BOYAmt01795775
IRS990/TemporarilyRstrNetAssetsGrp/EOYAmt01654657
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt02370735
IRS990/TotalAssetsEOYAmt02810868
IRS990/TotalAssetsGrp/BOYAmt02370735
IRS990/TotalAssetsGrp/EOYAmt02810868
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0922917
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt06544
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt074166
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0452433
IRS990/TotalFunctionalExpensesGrp/TotalAmt0533143
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt020343
IRS990/TotalLiabilitiesEOYAmt01919
IRS990/TotalLiabilitiesGrp/BOYAmt020343
IRS990/TotalLiabilitiesGrp/EOYAmt01919
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt02350392
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt02808949
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0452433
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt064596
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0987513
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt02370735
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt02810868
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0554617
IRS990/UnrestrictedNetAssetsGrp/EOYAmt01154292
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine10525 RIVERVIEW AVE
IRS990/USAddress/City0DAYTON
IRS990/USAddress/State0OH
IRS990/USAddress/ZIPCode0454054702
IRS990/VotingMembersGoverningBodyCnt016
IRS990/VotingMembersIndependentCnt016
IRS990/WebsiteAddressTxt0WWW.DAYTONMASONICFOUNDATION.ORG
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JAMES WILLIAMSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE SECRETARY
ReturnHeader/BusinessOfficerGrp/PhoneNum09372241011
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-01-28
ReturnHeader/Filer/BusinessName/BusinessNameLine10DAYTON MASONIC FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0DAYT
ReturnHeader/Filer/EIN0311385609
ReturnHeader/Filer/PhoneNum09372241011
ReturnHeader/Filer/USAddress/AddressLine10525 RIVERVIEW AVE
ReturnHeader/Filer/USAddress/City0DAYTON
ReturnHeader/Filer/USAddress/State0OH
ReturnHeader/Filer/USAddress/ZIPCode0454054702
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0310603874
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10LLOYD DARNER GUENTHER & ELLIS PLL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine107755 PARAGON RD STE 105
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0DAYTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode045459
ReturnHeader/PreparerPersonGrp/PhoneNum09372973000
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0WILLIAM C LAIDLY
ReturnHeader/ReturnTs02015-01-28T13:41:17-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02013-08-01
ReturnHeader/TaxPeriodEndDt02014-07-31
ReturnHeader/TaxYr02013

Document Assets

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Filings

Displayed year

2014 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,810,868
Liabilities
$1,919
Net assets
$2,808,949
Revenue
$987,513
Expenses
$533,143
Net income
$454,370
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.96$1.39$6.57$1.10$0.14$0.96
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.21$0.99$0.22$0.15$0.07$0.08
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.10$1.04$0.06$0.35$0.21$0.13
2016Detailed filing. Detailed filing data is available for this year.$1.45$0.66$0.78$1.54$2.02$0.48
2015Detailed filing. Detailed filing data is available for this year.$1.29$0.00$1.28$0.43$1.99$1.56
2014Detailed filing. Detailed filing data is available for this year.$2.81$0.00$2.81$0.99$0.53$0.45