Civic Intelligence

University Heights Lodge No738 F& Am

990 • Fiscal year 2014 • EIN 34-0769942

Nov 01, 2013 to Oct 31, 2014 • Filed on Jun 13, 2015

5516 Mayfield Road44124

(216) 525-1093

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Down

$851,577

Down $28,243 (-3.2%) from 2013

Net Assets

Down

$841,352

Down $25,708 (-3.0%) from 2013

Liabilities

Down

$10,225

Down $2,535 (-20%) from 2013

Revenue And Expenses

Revenue

$52,731

No earlier filing loaded for comparison.

Expenses

Down

$78,439

Down $6,794 (-8.0%) from 2013

Net Income

-$25,708

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$1.0M$500K$0Assets 2013: $879,820Liabilities 2013: $12,760Net Assets 2013: $867,0602013Assets 2014: $851,577Liabilities 2014: $10,225Net Assets 2014: $841,3522014Assets 2015: $863,890Liabilities 2015: $9,500Net Assets 2015: $854,3902015Assets 2016: $851,228Liabilities 2016: $8,900Net Assets 2016: $842,3282016Assets 2017: $878,506Liabilities 2017: $10,075Net Assets 2017: $868,4312017Assets 2018: $825,893Liabilities 2018: $9,900Net Assets 2018: $815,9932018Assets 2019: $867,611Liabilities 2019: $9,375Net Assets 2019: $858,2362019Assets 2021: $956,129Liabilities 2021: $0Net Assets 2021: $956,1292021Assets 2022: $789,922Liabilities 2022: $0Net Assets 2022: $789,9222022Assets 2023: $757,394Liabilities 2023: $0Net Assets 2023: $757,3942023Assets 2024: $0Liabilities 2024: $0Net Assets 2024: $02024

Highlighted filing

2014

Assets$851,577
Liabilities$10,225
Net Assets$841,352

Operations Trend

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

$200K$100K$0-$100K-$200KExpenses 2013: $85,2332013Revenue 2014: $52,731Expenses 2014: $78,439Net Income 2014: -$25,7082014Revenue 2015: $82,459Expenses 2015: $69,421Net Income 2015: $13,0382015Revenue 2016: $69,012Expenses 2016: $81,074Net Income 2016: -$12,0622016Revenue 2017: $67,088Expenses 2017: $73,219Net Income 2017: -$6,1312017Revenue 2018: $62,257Expenses 2018: $73,512Net Income 2018: -$11,2552018Revenue 2019: $67,807Expenses 2019: $73,966Net Income 2019: -$6,1592019Revenue 2021: $64,545Expenses 2021: $24,176Net Income 2021: $40,3692021Revenue 2022: $54,883Expenses 2022: $175,173Net Income 2022: -$120,2902022Revenue 2023: $53,826Expenses 2023: $65,359Net Income 2023: -$11,5332023Revenue 2024: $34,029Expenses 2024: $36,291Net Income 2024: -$2,2622024

Highlighted filing

2014

Revenue$52,731
Expenses$78,439
Net Income-$25,708
Jump To
Filing Snapshot
Filing Period
Nov 1, 2013 to Oct 31, 2014
Signed
Jun 13, 2015
Return Version
2013v4.0
Gross Receipts
$138,025
Mission and Program Overview

Mission

To conduct masonic activities for the benefit of its members and the masonic fraternity at large. University heights lodge is chartered by the grand lodge of ohio and is required to abide by its rules and regulations.

Masonic programs and activities for 267 members, plus visiting masons and guests mainly from the northeast ohio area. Main activities: presenting masonic degrees to incoming members, masonic funeral services, charity, quarterly newsletter, social events, and masonic education.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$867,060$841,352▼ $25,708
Investments in Publicly Traded Securities$838,581$776,875▼ $61,706
Savings and Temporary Cash Investments$34,357$73,182▲ $38,825
Cash and Non-Interest-Bearing Accounts$3,622$1,060▼ $2,562
Prepaid Expenses and Deferred Charges$3,260$460▼ $2,800
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$879,820$851,577▼ $28,243
Liabilities
Deferred Revenue$12,760$10,225▼ $2,535
Total Liabilities$12,760$10,225▼ $2,535
Net Assets / Fund Balance
Total Net Assets Fund Balance$867,060$841,352▼ $25,708
Total Liabilities and Net Assets / Fund Balance$879,820$851,577▼ $28,243
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Aarne LilloSecretaryPT$1,100$1,100
Dennis a LindenTreasurerPT$1,100$1,100
Harvery GoldenTyler-$550$550
Abraham KayChaplain-$200$200
Jerrold KozackAssociate Tyler-$150$150
Maurice SenkforAssociate Tyler-$150$150

Board Members and Trustees

NameTitle
Howard LevTrustee
Matthew E NewberryTrustee
Jeffrey MossJunior Steward
Alan L WittenbergJunior Warden
Roger C NewberryLodge Education Officer
Mark AllianceMarshal
Joseph HuberSenior Deacon
Scott PhillipsSenior Steward
Leonard HolmesSenior Warden
Ron TaxerWorshipful Master
Revenue and Support

Revenue Composition

Contributions and Grants
$18,915
Program Service Revenue
$11,525
Investment Income
$22,291
Other Revenue
$0
Change in Net Assets
$-25,708
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$74,764
Salaries, Compensation, and Employee Benefits$3,675
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
All Other Expenses---$31,760
Occupancy---$11,407
Other Expenses---$4,207
Current Officers, Directors, Trustees, and Key Employees---$3,250
Insurance---$1,369
Office Expenses---$508
Payroll Taxes---$425
Total Functional Expenses$0$0$0$78,439
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
Governance and Compliance

Governance Checklist

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

Governance Explanations

Form 990, Part VI, Section A, Line 6

University heights lodge has 267 members. No person has an equity interest.

Form 990, Part VI, Section A, Line 7A

Each member has an equal vote. As mandated by the grand lodge of ohio, the members elect the following officers by ballot at its annual meeting: worshipful master, senior warden, junior warden, secretary, treasurer, senior deacon, junior deacon, tyler and trustee. The worshipful master appoints a chaplain, lodge education officer, and optionally: a senior steward, junior steward, marshal, associate secretary, and associate tyler. All officers serve under the authority of the grand lodge of ohio and the subordinate bylaws of university heights lodge.

Form 990, Part VI, Section A, Line 7B

All members are entitled to vote on the admission of new members and, when applicable, changes to the university heights lodge bylaws.

Form 990, Part VI, Section B, Line 11

The treasurer reviews and signs form 990 before it is filed. The worshipful master, secretary, and associate secretary may also review before filing. Form 990 is reviewed annually by the lodge audit committee and separately by an officer of the grand lodge of ohio.

Form 990, Part VI, Section C, Line 19

As mandated by the grand lodge of ohio, the books and records of university heights lodge are inspected annually by the university heights lodge audit committee. An officer of the grand lodge of ohio annually reviews the report of the audit committee, the books and records, and form 990. An annual financial report is filed with the grand lodge of ohio and is communicated to the members of university heights lodge at a meeting. The financial report is included in the minutes of university heights lodge and is available to all members for their examination.

Filing and Contact Details

Filer

EIN
34-0769942
Phone
2165251093

Signing Officer

Name
Dennis a Linden
Title
Treasurer
Phone
2165251093
Signed
2015-06-13

Organization Details

Principal Officer
Dennis a Linden
Formed
1952
Legal Domicile
Oh
Voting Board Members
267
Independent Board Members
0
Employees
6
Volunteers
0
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 24E

Men's social 4,200. Charitable contributions to 501(c)(3) organizations 3,900. Fellowship night 3,394. Winter social 2,855. Autumn reunion 2,762. Masonic supplies and expense 2,344. Grand lodge expense 2,064. Family picnic 1,566. Contributions to masonic organizations 1,276. Charter night 1,038. Annual lodge inspection 889. Friendship night 850. Past masters night 821. Children's party 758. Annual officers installation 750. Sunshine expense 637. Master's project 544. Memorial day picnic 431. Masonic organization dues 224. Table lodge 186. Investment fees 150. Blood bank 121.

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IRS990/ProgSrvcAccomActy2Grp/Desc0SOCIAL EVENTS, BOTH MEMBERS-ONLY AND THOSE OPEN TO SPOUSES, FAMILY, AND GUESTS, ARE HELD AT VARIOUS TIMES DURING THE YEAR AT LOCAL AREA CATERING PLACES. THE ANNUAL DINNER DANCE IS THE MOST SIGNIFICANT AND MOST EXPENSIVE. MASONIC PROGRAM EVENTS ARE HELD IN THE LODGE BUILDING WITH REFERSHMENTS FOLLOWING. DINNER PRECEEDS SELECTED PROGRAM MEETINGS. MEMBERS PURCHASE TICKETS FOR SELECTED DINNER EVENTS AND OTHER EVENTS OF SIGNIFICANT EXPENSE.
IRS990/ProgSrvcAccomActy3Grp/Desc0UNIVERSITY HEIGHTS LODGE CONTRIBUTES TIME AND MONEY TO VARIOUS MASONIC ORGANIZATIONS AND VARIOUS NON-MASONIC IRC SECTION 501(C)3 CHARITIES IN THE GREATER CLEVELAND AREA. 501(C)3 ORGANIZATIONS ARE SELECTED BY A COMMITTEE PER THEIR INVESTIGATION.
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt017035
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt040189
IRS990/PYOtherExpensesAmt081604
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt013932
IRS990/PYRevenuesLessExpensesAmt0-14077
IRS990/PYSalariesCompEmpBnftPaidAmt03629
IRS990/PYTotalExpensesAmt085233
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt071156
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt0-25708
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0867060
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0841352
IRS990/SavingsAndTempCashInvstGrp/BOYAmt034357
IRS990/SavingsAndTempCashInvstGrp/EOYAmt073182
IRS990/ScheduleBRequiredInd00
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0UNIVERSITY HEIGHTS LODGE HAS 267 MEMBERS. NO PERSON HAS AN EQUITY INTEREST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EACH MEMBER HAS AN EQUAL VOTE. AS MANDATED BY THE GRAND LODGE OF OHIO, THE MEMBERS ELECT THE FOLLOWING OFFICERS BY BALLOT AT ITS ANNUAL MEETING: WORSHIPFUL MASTER, SENIOR WARDEN, JUNIOR WARDEN, SECRETARY, TREASURER, SENIOR DEACON, JUNIOR DEACON, TYLER AND TRUSTEE. THE WORSHIPFUL MASTER APPOINTS A CHAPLAIN, LODGE EDUCATION OFFICER, AND OPTIONALLY: A SENIOR STEWARD, JUNIOR STEWARD, MARSHAL, ASSOCIATE SECRETARY, AND ASSOCIATE TYLER. ALL OFFICERS SERVE UNDER THE AUTHORITY OF THE GRAND LODGE OF OHIO AND THE SUBORDINATE BYLAWS OF UNIVERSITY HEIGHTS LODGE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ALL MEMBERS ARE ENTITLED TO VOTE ON THE ADMISSION OF NEW MEMBERS AND, WHEN APPLICABLE, CHANGES TO THE UNIVERSITY HEIGHTS LODGE BYLAWS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE TREASURER REVIEWS AND SIGNS FORM 990 BEFORE IT IS FILED. THE WORSHIPFUL MASTER, SECRETARY, AND ASSOCIATE SECRETARY MAY ALSO REVIEW BEFORE FILING. FORM 990 IS REVIEWED ANNUALLY BY THE LODGE AUDIT COMMITTEE AND SEPARATELY BY AN OFFICER OF THE GRAND LODGE OF OHIO.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4AS MANDATED BY THE GRAND LODGE OF OHIO, THE BOOKS AND RECORDS OF UNIVERSITY HEIGHTS LODGE ARE INSPECTED ANNUALLY BY THE UNIVERSITY HEIGHTS LODGE AUDIT COMMITTEE. AN OFFICER OF THE GRAND LODGE OF OHIO ANNUALLY REVIEWS THE REPORT OF THE AUDIT COMMITTEE, THE BOOKS AND RECORDS, AND FORM 990. AN ANNUAL FINANCIAL REPORT IS FILED WITH THE GRAND LODGE OF OHIO AND IS COMMUNICATED TO THE MEMBERS OF UNIVERSITY HEIGHTS LODGE AT A MEETING. THE FINANCIAL REPORT IS INCLUDED IN THE MINUTES OF UNIVERSITY HEIGHTS LODGE AND IS AVAILABLE TO ALL MEMBERS FOR THEIR EXAMINATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5MEN'S SOCIAL 4,200. CHARITABLE CONTRIBUTIONS TO 501(C)(3) ORGANIZATIONS 3,900. FELLOWSHIP NIGHT 3,394. WINTER SOCIAL 2,855. AUTUMN REUNION 2,762. MASONIC SUPPLIES AND EXPENSE 2,344. GRAND LODGE EXPENSE 2,064. FAMILY PICNIC 1,566. CONTRIBUTIONS TO MASONIC ORGANIZATIONS 1,276. CHARTER NIGHT 1,038. ANNUAL LODGE INSPECTION 889. FRIENDSHIP NIGHT 850. PAST MASTERS NIGHT 821. CHILDREN'S PARTY 758. ANNUAL OFFICERS INSTALLATION 750. SUNSHINE EXPENSE 637. MASTER'S PROJECT 544. MEMORIAL DAY PICNIC 431. MASONIC ORGANIZATION DUES 224. TABLE LODGE 186. INVESTMENT FEES 150. BLOOD BANK 121.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION A, LINE 7B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART IX, LINE 24E
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0879820
IRS990/TotalAssetsEOYAmt0851577
IRS990/TotalAssetsGrp/BOYAmt0879820
IRS990/TotalAssetsGrp/EOYAmt0851577
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt018915
IRS990/TotalEmployeeCnt06
IRS990/TotalFunctionalExpensesGrp/TotalAmt078439
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt012760
IRS990/TotalLiabilitiesEOYAmt010225
IRS990/TotalLiabilitiesGrp/BOYAmt012760
IRS990/TotalLiabilitiesGrp/EOYAmt010225
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0867060
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0841352
IRS990/TotalOtherCompensationAmt00
IRS990/TotalOthProgramServiceRevGrp/RelatedOrExemptFuncIncomeAmt02365
IRS990/TotalOthProgramServiceRevGrp/TotalRevenueColumnAmt02365
IRS990/TotalProgramServiceRevenueAmt011525
IRS990/TotalReportableCompFromOrgAmt03250
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt033816
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt052731
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0879820
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0851577
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TypeOfOrganizationOtherInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine105516 MAYFIELD ROAD
IRS990/USAddress/City0LYNDHURST
IRS990/USAddress/State0OH
IRS990/USAddress/ZIPCode044124
IRS990/VotingMembersGoverningBodyCnt0267
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0WWW.UHLODGE.ORG
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02016-03-07 17:11:31Z
ReturnHeader/BusinessOfficerGrp/PersonNm0DENNIS A LINDEN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum02165251093
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-06-13
ReturnHeader/Filer/BusinessName/BusinessNameLine10UNIVERSITY HEIGHTS LODGE NO738 F& AM
ReturnHeader/Filer/BusinessNameControlTxt0UNIV
ReturnHeader/Filer/EIN0340769942
ReturnHeader/Filer/PhoneNum02165251093
ReturnHeader/Filer/USAddress/AddressLine105516 MAYFIELD ROAD
ReturnHeader/Filer/USAddress/City0LYNDHURST
ReturnHeader/Filer/USAddress/State0OH
ReturnHeader/Filer/USAddress/ZIPCode044124
ReturnHeader/ReturnTs02015-06-13T11:54:59-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02013-11-01
ReturnHeader/TaxPeriodEndDt02014-10-31
ReturnHeader/TaxYr02013

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