Civic Intelligence

John W Barkley Lodge 621

990EZ • Fiscal year 2023 • EIN 34-0233927

Sep 01, 2022 to Aug 31, 2023 • Filed on Dec 20, 2023

23844 Lorain RdNorth Olmsted, OH 44070

(440) 826-1041

Siviq Scores

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

Liabilities / Assets

74th percentile

0.01x

Higher debt load relative to assets than 74% of similar nonprofits.

2023 filings • 501(c)10 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

78th percentile

0.05x

Higher debt load relative to revenue than 78% of similar nonprofits.

2023 filings • 501(c)10 • <$500k nonprofits • Source year 2023

Net Margin

22nd percentile

-19%

Higher net margin than 22% of similar nonprofits.

2023 filings • 501(c)10 • <$500k nonprofits • Source year 2023

Top Officer Pay

83rd percentile

$0

Higher top officer pay than 83% of similar nonprofits.

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

2023 filings • 501(c)10 • <$500k nonprofits • Source year 2023

Asset Growth

49th percentile

1.1%

Faster asset growth than 49% of similar nonprofits.

2023 filings • 501(c)10 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

42nd percentile

-2.2%

Faster revenue growth than 42% of similar nonprofits.

2023 filings • 501(c)10 • <$500k nonprofits • Annualized from 2022 to 2023

Assets

Up

$418,048

Up $4,355 (+1.1%) from 2022

Net Assets

Up

$415,708

Up $2,015 (+0.5%) from 2022

Liabilities

$2,340

No earlier filing loaded for comparison.

Revenue

Down

$50,048

Down $1,140 (-2.2%) from 2022

Expenses

Up

$59,564

Up $6,242 (+12%) from 2022

Net Income

Down

-$9,516

Down $7,382 (-346%) from 2022

Historical Trend

Balance Sheet Trend

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

$600K$400K$200K$0Assets 2021: $477,200Net Assets 2021: $477,2002021Assets 2022: $413,693Net Assets 2022: $413,6932022Assets 2023: $418,048Liabilities 2023: $2,340Net Assets 2023: $415,7082023Assets 2024: $401,615Net Assets 2024: $401,6152024Assets 2025: $428,549Net Assets 2025: $428,5492025

Highlighted filing

2023

Assets$418,048
Liabilities$2,340
Net Assets$415,708

Operations Trend

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

$100K$50K$0-$50KRevenue 2021: $48,477Expenses 2021: $79,415Net Income 2021: -$30,9382021Revenue 2022: $51,188Expenses 2022: $53,322Net Income 2022: -$2,1342022Revenue 2023: $50,048Expenses 2023: $59,564Net Income 2023: -$9,5162023Revenue 2024: $54,805Expenses 2024: $61,179Net Income 2024: -$6,3742024Revenue 2025: $51,367Expenses 2025: $50,200Net Income 2025: $1,1672025

Highlighted filing

2023

Revenue$50,048
Expenses$59,564
Net Income-$9,516
Jump To
Filing Snapshot
Filing Period
Sep 1, 2022 to Aug 31, 2023
Signed
Dec 20, 2023
Return Version
2022v5.0
Gross Receipts
$50,298
Mission and Program Overview

Mission

Fraternal organization for the benifet of its members

Program Services

DescriptionGrantsExpenses
Provided services for its members--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
James R DixonTrustee-$0--
Charles H JohnsonTrustee-$0--
Michael J ColumbroChairman-$0--
Robert W Hubert JrSecretary-$0--
Lawrence A HelyesTreasurer-$0--
Jason T LissDirector-$0--
David L FolkExecutive Director-$0--
Ramzi E JammalTrustee-$0--
Filing and Contact Details

Filer

Filer Name
John W Barkley Lodge 621
EIN
34-0233927
Address
23844 Lorain Rd, North Olmsted, OH 44070

Signing Officer

Name
Lawrence Helyes
Title
Treasurer
Signed
2023-12-20
Discuss with paid preparer
Yes

Preparer

Firm
George P Bohnert Jr CPA
Address
22872 Hilliard Blvd, Rocky River, OH 44116
Preparer
George Bohnert
Phone
2165332819
Supplemental Narrative

Additional Explanations

Other Revenue.1

Receipts held for Endowment Applications $1900

Other Revenue.2

Lodge Newsletter Receipts $1200

Other Revenue.3

Reimbursed Expenses from Grand Lodge $170

Other Expenses.1002

Office Expenses $3559

Other Expenses.1

Grants under $5,000 $14856

Other Expenses.2

Dinners $8949

Other Expenses.3

Grand Lodge Dues $5963

Other Expenses.4

Supplies $4113

Other Expenses.5

Transportation $2475

Other Expenses.6

Endowment Applications $1600

Other Expenses.7

Gifts $770

Other Expenses.8

Awards & Educ. Mat'ls $499

Other Expenses.9

Bank Charges $285

Other Expenses.10

Blue Lodges Dues $170

Other Expenses.11

Advertising $115

Other Assets.1

Lodge Robes and Misc. Equipment - Beginning $57317 Lodge Robes and Misc. Equipment - Ending $57317

Total Liabilities.1001

Accounts Payable and Accrued Expenses - Beginning $0 Accounts Payable and Accrued Expenses - Ending $2340

Raw XML Appendix167 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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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Jason T Liss
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6David L Folk
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Trustee
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7Trustee
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IRS990EZ/OtherChangesInNetAssetsAmt011531
IRS990EZ/OtherExpensesTotalAmt043354
IRS990EZ/OtherRevenueTotalAmt03270
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Receipts held for Endowment Applications $1900
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Lodge Newsletter Receipts $1200
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Reimbursed Expenses from Grand Lodge $170
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Office Expenses $3559
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Grants under $5,000 $14856
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Dinners $8949
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Grand Lodge Dues $5963
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Supplies $4113
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Transportation $2475
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Endowment Applications $1600
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Gifts $770
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11Awards & Educ. Mat'ls $499
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12Bank Charges $285
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13Blue Lodges Dues $170
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14Advertising $115
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt16Accounts Payable and Accrued Expenses - Beginning $0 Accounts Payable and Accrued Expenses - Ending $2340
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Revenue.1
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ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0Lawrence Helyes
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-12-20
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ReturnHeader/Filer/BusinessNameControlTxt0JOHN
ReturnHeader/Filer/EIN0340233927
ReturnHeader/Filer/USAddress/AddressLine1Txt023844 Lorain Rd
ReturnHeader/Filer/USAddress/CityNm0North Olmsted
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OH
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ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0341726763
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt022872 Hilliard Blvd
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Rocky River
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OH
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ReturnHeader/PreparerPersonGrp/PhoneNum02165332819
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0George Bohnert
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02023-12-20T13:07:56-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Lawrence
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Helyes
ReturnHeader/TaxPeriodBeginDt02022-09-01
ReturnHeader/TaxPeriodEndDt02023-08-31
ReturnHeader/TaxYr02022

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Filings