Form 990, Part VI, Section A, Line 6
“University heights lodge has 267 members. No person has an equity interest.”
990 • Fiscal year 2014 • EIN 34-0769942
Scores are not available for this record yet.
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
$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.
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.
| Line | Beginning | End | Change |
|---|---|---|---|
| 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 |
| Name | Title | Full / Part Time | Base | Total |
|---|---|---|---|---|
| Aarne Lillo | Secretary | PT | $1,100 | $1,100 |
| Dennis a Linden | Treasurer | PT | $1,100 | $1,100 |
| Harvery Golden | Tyler | - | $550 | $550 |
| Abraham Kay | Chaplain | - | $200 | $200 |
| Jerrold Kozack | Associate Tyler | - | $150 | $150 |
| Maurice Senkfor | Associate Tyler | - | $150 | $150 |
| Name | Title |
|---|---|
| Howard Lev | Trustee |
| Matthew E Newberry | Trustee |
| Jeffrey Moss | Junior Steward |
| Alan L Wittenberg | Junior Warden |
| Roger C Newberry | Lodge Education Officer |
| Mark Alliance | Marshal |
| Joseph Huber | Senior Deacon |
| Scott Phillips | Senior Steward |
| Leonard Holmes | Senior Warden |
| Ron Taxer | Worshipful Master |
| Line Item | Amount |
|---|---|
| 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 |
| Line Item | Program | Management | Fundraising | Total |
|---|---|---|---|---|
| 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 |
| Line Item | Amount |
|---|---|
| Professional Fundraising Fees | $0 |
“University heights lodge has 267 members. No person has an equity interest.”
“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.”
“All members are entitled to vote on the admission of new members and, when applicable, changes to the university heights lodge bylaws.”
“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.”
“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.”
“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.”
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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|---|---|---|
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| IRS990/ActivitiesConductedPrtshpInd | 0 | 0 |
| IRS990/ActivityOrMissionDesc | 0 | 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. |
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| IRS990/BackupWthldComplianceInd | 0 | 1 |
| IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1 | 0 | DENNIS A LINDEN TREASURER |
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| IRS990/BooksInCareOfDetail/USAddress/City | 0 | SOLON |
| IRS990/BooksInCareOfDetail/USAddress/State | 0 | OH |
| IRS990/BooksInCareOfDetail/USAddress/ZIPCode | 0 | 44139 |
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| IRS990/Desc | 0 | MEETINGS ARE HELD ON THE FIRST AND THIRD THURSDAY OF EACH MONTH, EXCEPT JULY AND AUGUST, AT THE LYNDHURST MASONIC CENTER. RENT IS PAID ON A UNIFORM PER CAPITA BASIS. LIGHT REFRESHMENTS ARE PROVIDED AFTER EACH MEETING TO MEMBERS AND GUESTS IN ATTENDANCE. MASONIC APRONS, BOOKS, TOKEN SYMBOLS, AND OTHER MASONIC SUPPLIES ARE USED IN THE INTITIATION OF NEW MEMBERS AND THE CONDUCT OF MEETINGS. |
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| IRS990/Form990PartVIISectionAGrp/TitleTxt | 7 | ASSOCIATE TYLER |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 8 | WORSHIPFUL MASTER |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 9 | SENIOR WARDEN |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 10 | JUNIOR WARDEN |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 11 | SENIOR DEACON |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 12 | SENIOR STEWARD |
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| IRS990/Form990PartVIISectionAGrp/TitleTxt | 14 | MARSHAL |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 15 | LODGE EDUCATION OFFICER |
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| IRS990/MissionDesc | 0 | 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. |
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| IRS990/PrincipalOfficerNm | 0 | DENNIS A LINDEN |
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| IRS990/ProgramServiceRevenueGrp/Desc | 0 | DINNER DANCE |
| IRS990/ProgramServiceRevenueGrp/Desc | 1 | WINTER SOCIAL |
| IRS990/ProgramServiceRevenueGrp/Desc | 2 | AUTUMN REUNION |
| IRS990/ProgramServiceRevenueGrp/Desc | 3 | MEN'S SOCIAL |
| IRS990/ProgramServiceRevenueGrp/Desc | 4 | FAMILY PICNIC |
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| IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt | 3 | 1070 |
| IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt | 4 | 725 |
| IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt | 0 | 4360 |
| IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt | 1 | 1620 |
| IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt | 2 | 1385 |
| IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt | 3 | 1070 |
| IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt | 4 | 725 |
| IRS990/ProgSrvcAccomActy2Grp/Desc | 0 | SOCIAL 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/Desc | 0 | UNIVERSITY 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/ProhibitedTaxShelterTransInd | 0 | 0 |
| IRS990/PYBenefitsPaidToMembersAmt | 0 | 0 |
| IRS990/PYContributionsGrantsAmt | 0 | 17035 |
| IRS990/PYGrantsAndSimilarPaidAmt | 0 | 0 |
| IRS990/PYInvestmentIncomeAmt | 0 | 40189 |
| IRS990/PYOtherExpensesAmt | 0 | 81604 |
| IRS990/PYOtherRevenueAmt | 0 | 0 |
| IRS990/PYProgramServiceRevenueAmt | 0 | 13932 |
| IRS990/PYRevenuesLessExpensesAmt | 0 | -14077 |
| IRS990/PYSalariesCompEmpBnftPaidAmt | 0 | 3629 |
| IRS990/PYTotalExpensesAmt | 0 | 85233 |
| IRS990/PYTotalProfFndrsngExpnsAmt | 0 | 0 |
| IRS990/PYTotalRevenueAmt | 0 | 71156 |
| IRS990/QuidProQuoContributionsInd | 0 | 0 |
| IRS990/ReconcilationRevenueExpnssAmt | 0 | -25708 |
| IRS990/RelatedEntityInd | 0 | 0 |
| IRS990/RelatedOrganizationCtrlEntInd | 0 | 0 |
| IRS990/ReportInvestmentsOtherSecInd | 0 | 0 |
| IRS990/ReportLandBuildingEquipmentInd | 0 | 0 |
| IRS990/ReportOtherAssetsInd | 0 | 0 |
| IRS990/ReportOtherLiabilitiesInd | 0 | 0 |
| IRS990/ReportProgramRelatedInvstInd | 0 | 0 |
| IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt | 0 | 867060 |
| IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt | 0 | 841352 |
| IRS990/SavingsAndTempCashInvstGrp/BOYAmt | 0 | 34357 |
| IRS990/SavingsAndTempCashInvstGrp/EOYAmt | 0 | 73182 |
| IRS990/ScheduleBRequiredInd | 0 | 0 |
| IRS990/ScheduleJRequiredInd | 0 | 0 |
| IRS990/ScheduleORequiredInd | 0 | 1 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | UNIVERSITY HEIGHTS LODGE HAS 267 MEMBERS. NO PERSON HAS AN EQUITY INTEREST. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | 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. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | ALL MEMBERS ARE ENTITLED TO VOTE ON THE ADMISSION OF NEW MEMBERS AND, WHEN APPLICABLE, CHANGES TO THE UNIVERSITY HEIGHTS LODGE BYLAWS. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 3 | 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. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 4 | 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. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 5 | 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. |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | FORM 990, PART VI, SECTION A, LINE 6 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | FORM 990, PART VI, SECTION A, LINE 7A |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | FORM 990, PART VI, SECTION A, LINE 7B |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 3 | FORM 990, PART VI, SECTION B, LINE 11 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 4 | FORM 990, PART VI, SECTION C, LINE 19 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 5 | FORM 990, PART IX, LINE 24E |
| IRS990/SchoolOperatingInd | 0 | 0 |
| IRS990/SignificantChangeInd | 0 | 0 |
| IRS990/SignificantNewProgramSrvcInd | 0 | 0 |
| IRS990/SubjectToProxyTaxInd | 0 | 0 |
| IRS990/TaxablePartyNotificationInd | 0 | 0 |
| IRS990/TaxExemptBondsInd | 0 | 0 |
| IRS990/TempOrPermanentEndowmentsInd | 0 | 0 |
| IRS990/TerminateOperationsInd | 0 | 0 |
| IRS990/TotalAssetsBOYAmt | 0 | 879820 |
| IRS990/TotalAssetsEOYAmt | 0 | 851577 |
| IRS990/TotalAssetsGrp/BOYAmt | 0 | 879820 |
| IRS990/TotalAssetsGrp/EOYAmt | 0 | 851577 |
| IRS990/TotalCompGreaterThan150KInd | 0 | 0 |
| IRS990/TotalContributionsAmt | 0 | 18915 |
| IRS990/TotalEmployeeCnt | 0 | 6 |
| IRS990/TotalFunctionalExpensesGrp/TotalAmt | 0 | 78439 |
| IRS990/TotalGrossUBIAmt | 0 | 0 |
| IRS990/TotalLiabilitiesBOYAmt | 0 | 12760 |
| IRS990/TotalLiabilitiesEOYAmt | 0 | 10225 |
| IRS990/TotalLiabilitiesGrp/BOYAmt | 0 | 12760 |
| IRS990/TotalLiabilitiesGrp/EOYAmt | 0 | 10225 |
| IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt | 0 | 867060 |
| IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt | 0 | 841352 |
| IRS990/TotalOtherCompensationAmt | 0 | 0 |
| IRS990/TotalOthProgramServiceRevGrp/RelatedOrExemptFuncIncomeAmt | 0 | 2365 |
| IRS990/TotalOthProgramServiceRevGrp/TotalRevenueColumnAmt | 0 | 2365 |
| IRS990/TotalProgramServiceRevenueAmt | 0 | 11525 |
| IRS990/TotalReportableCompFromOrgAmt | 0 | 3250 |
| IRS990/TotalRevenueGrp/ExclusionAmt | 0 | 0 |
| IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt | 0 | 33816 |
| IRS990/TotalRevenueGrp/TotalRevenueColumnAmt | 0 | 52731 |
| IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt | 0 | 0 |
| IRS990/TotalVolunteersCnt | 0 | 0 |
| IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt | 0 | 879820 |
| IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt | 0 | 851577 |
| IRS990/TotReportableCompRltdOrgAmt | 0 | 0 |
| IRS990/TypeOfOrganizationOtherInd | 0 | X |
| IRS990/UnrelatedBusIncmOverLimitInd | 0 | 0 |
| IRS990/UponRequestInd | 0 | X |
| IRS990/USAddress/AddressLine1 | 0 | 5516 MAYFIELD ROAD |
| IRS990/USAddress/City | 0 | LYNDHURST |
| IRS990/USAddress/State | 0 | OH |
| IRS990/USAddress/ZIPCode | 0 | 44124 |
| IRS990/VotingMembersGoverningBodyCnt | 0 | 267 |
| IRS990/VotingMembersIndependentCnt | 0 | 0 |
| IRS990/WebsiteAddressTxt | 0 | WWW.UHLODGE.ORG |
| IRS990/WhistleblowerPolicyInd | 0 | 0 |
| ReturnHeader/BuildTS | 0 | 2016-03-07 17:11:31Z |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | DENNIS A LINDEN |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | TREASURER |
| ReturnHeader/BusinessOfficerGrp/PhoneNum | 0 | 2165251093 |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2015-06-13 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1 | 0 | UNIVERSITY HEIGHTS LODGE NO738 F& AM |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | UNIV |
| ReturnHeader/Filer/EIN | 0 | 340769942 |
| ReturnHeader/Filer/PhoneNum | 0 | 2165251093 |
| ReturnHeader/Filer/USAddress/AddressLine1 | 0 | 5516 MAYFIELD ROAD |
| ReturnHeader/Filer/USAddress/City | 0 | LYNDHURST |
| ReturnHeader/Filer/USAddress/State | 0 | OH |
| ReturnHeader/Filer/USAddress/ZIPCode | 0 | 44124 |
| ReturnHeader/ReturnTs | 0 | 2015-06-13T11:54:59-05:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990 |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2013-11-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2014-10-31 |
| ReturnHeader/TaxYr | 0 | 2013 |
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Displayed year
2014 • Form 990Detailed filing. Detailed filing data is available for this year.