Civic Intelligence

Ancient Free & Accepted Masons of Connecticut

990 • Fiscal year 2017 • EIN 34-2032592

Jan 01, 2017 to Dec 31, 2017 • Filed on Jul 18, 2018

Organization Profile
991 Hopmeadow StreetSimsbury, CT 06070

(203) 265-0488

Siviq Scores

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

Liabilities / Assets

62nd percentile

0.00x

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

2017 filings • 501(c)10 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

60th percentile

0.00x

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

2017 filings • 501(c)10 • <$500k nonprofits • Source year 2017

Net Margin

70th percentile

16%

Higher net margin than 70% of similar nonprofits.

2017 filings • 501(c)10 • <$500k nonprofits • Source year 2017

Top Officer Pay

79th percentile

$0

Higher top officer pay than 79% of similar nonprofits.

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

2017 filings • 501(c)10 • <$500k nonprofits • Source year 2017

Asset Growth

82nd percentile

14%

Faster asset growth than 82% of similar nonprofits.

2017 filings • 501(c)10 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

75th percentile

20%

Faster revenue growth than 75% of similar nonprofits.

2017 filings • 501(c)10 • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets62nd percentile

Assets

Up

$95,776

Up $11,502 (+14%) from 2016

Net Assets

Up

$95,776

Up $11,502 (+14%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue60th percentileNet Margin70th percentile

Revenue

Up

$38,796

Up $6,497 (+20%) from 2016

Expenses

Up

$32,657

Up $1,355 (+4.3%) from 2016

Net Income

Up

$6,139

Up $5,142 (+516%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth82nd percentile

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

$150K$100K$50K$0Assets 2016: $84,274Liabilities 2016: $0Net Assets 2016: $84,2742016Assets 2017: $95,776Liabilities 2017: $0Net Assets 2017: $95,7762017Assets 2018: $86,336Liabilities 2018: $0Net Assets 2018: $86,3362018Assets 2019: $98,328Liabilities 2019: $0Net Assets 2019: $98,3282019Assets 2020: $97,563Liabilities 2020: $0Net Assets 2020: $97,5632020Assets 2021: $107,583Liabilities 2021: $0Net Assets 2021: $107,5832021Assets 2022: $92,388Liabilities 2022: $0Net Assets 2022: $92,3882022Assets 2023: $105,928Liabilities 2023: $0Net Assets 2023: $105,9282023Assets 2024: $109,032Liabilities 2024: $0Net Assets 2024: $109,0322024

Highlighted filing

2017

Assets$95,776
Liabilities$0
Net Assets$95,776
Open 2017 Filing

Operations Trend

Revenue Growth75th percentile

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

$40K$20K$0-$20KRevenue 2016: $32,299Expenses 2016: $31,302Net Income 2016: $9972016Revenue 2017: $38,796Expenses 2017: $32,657Net Income 2017: $6,1392017Revenue 2018: $27,366Expenses 2018: $28,407Net Income 2018: -$1,0412018Revenue 2019: $36,976Expenses 2019: $37,728Net Income 2019: -$7522019Revenue 2020: $26,832Expenses 2020: $21,773Net Income 2020: $5,0592020Revenue 2021: $32,343Expenses 2021: $29,795Net Income 2021: $2,5482021Revenue 2022: $30,684Expenses 2022: $33,456Net Income 2022: -$2,7722022Revenue 2023: $39,654Expenses 2023: $29,422Net Income 2023: $10,2322023Revenue 2024: $33,848Expenses 2024: $30,409Net Income 2024: $3,4392024

Highlighted filing

2017

Revenue$38,796
Expenses$32,657
Net Income$6,139
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Jul 18, 2018
Return Version
2017v2.3
Gross Receipts
$47,437
Mission and Program Overview

Mission

FRATERNAL ORGANIZATION

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$76,355$85,513▲ $9,158
Savings and Temporary Cash Investments$5,489$5,290▼ $199
Cash and Non-Interest-Bearing Accounts$2,430$4,973▲ $2,543
Total Assets$84,274$95,776▲ $11,502
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$84,274$95,776▲ $11,502
Total Net Assets Fund Balance$84,274$95,776▲ $11,502
Total Liabilities and Net Assets / Fund Balance$84,274$95,776▲ $11,502
Compensation and Service Providers
Top Officer Pay79th percentile

Board Members and Trustees

NameTitle
John PearsonChair
Adam LeightonTrustee
James W OatesTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$900
Program Service Revenue
$31,974
Investment Income
$5,922
Other Revenue
$0
All Other Contributions
$900
Change in Net Assets
$6,139
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$30,402
Grants and Similar Amounts Paid$2,255
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Occupancy$12,500--$12,500
Payments to Affiliates$4,254--$4,254
Grants to Domestic Individuals$2,255--$2,255
Insurance$1,350--$1,350
Other Expenses$1,244--$1,244
Fees for Services Accounting$425--$425
Total Functional Expenses$32,657$0$0$32,657
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, Page 6, Part VI, Line 7A

“Governing body is elected by members.”

Form 990, Page 6, Part VI, Line 7B

“Members approve actions of governing body.”

Form 990, Page 6, Part VI, Line 11B

“Form 990 reviewed by officer before signing and mailing.”

Form 990, Page 6, Part VI, Line 19

“Books are available upon written request.”

Filing and Contact Details

Filer

Filer Name
Valley Lodge 36 Af & Am
EIN
34-2032592
Address
991 HOPMEADOW STREET, SIMSBURY, CT 06070

Signing Officer

Name
John Pearson
Title
Chair
Signed
2018-07-18
Discuss with paid preparer
Yes

Organization Details

Principal Officer
John Pearson
Formed
2005
Legal Domicile
Ct
Voting Board Members
3
Independent Board Members
3
Employees
0

Preparer

Firm
Davis Mascola & Phillips LLC
Address
85 BARNES RD STE 207, WALLINGFORD, CT 06492-2576
Preparer
Peter B Davis
Phone
2032650488
Supplemental Narrative

Additional Explanations

Form 990, Part XI, Line 9

“Change in fmv of investments 5,363”

Raw XML Appendix265 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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IRS990/BooksInCareOfDetail/PhoneNum02032650488
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0229 DUNCASTER ROAD
IRS990/BooksInCareOfDetail/USAddress/CityNm0BLOOMFIELD
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IRS990/Form990PartVIISectionAGrp/PersonNm2JAMES W OATES
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/TitleTxt0CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt1TRUSTEE
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IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr02005
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/GainOrLossGrp/OtherAmt03011
IRS990/GainOrLossGrp/SecuritiesAmt0859
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt03
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt02255
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt02255
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/OtherAmt03011
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt09500
IRS990/GrossReceiptsAmt047437
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt03
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InsuranceGrp/ProgramServicesAmt01350
IRS990/InsuranceGrp/TotalAmt01350
IRS990/InvestmentIncomeGrp/ExclusionAmt02052
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt02052
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsPubTradedSecGrp/BOYAmt076355
IRS990/InvestmentsPubTradedSecGrp/EOYAmt085513
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0CT
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt08641
IRS990/LoanOutstandingInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0true
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IRS990/MissionDesc0FRATERNAL ORGANIZATION
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt084274
IRS990/NetAssetsOrFundBalancesEOYAmt095776
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt03011
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt0859
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt03870
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/ProgramServicesAmt012500
IRS990/OccupancyGrp/TotalAmt012500
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt05363
IRS990/OtherExpensesGrp/Desc0MEETING EXPENSES
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IRS990/OtherExpensesGrp/Desc2OFFICE EXPENSES
IRS990/OtherExpensesGrp/ProgramServicesAmt09129
IRS990/OtherExpensesGrp/ProgramServicesAmt11500
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IRS990/OtherExpensesGrp/TotalAmt11500
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IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/ProgramServicesAmt04254
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IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0JOHN PEARSON
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/Desc0MEMBERSHIP DUES
IRS990/ProgramServiceRevenueGrp/Desc1BBQ
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IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt05080
IRS990/PYInvestmentIncomeAmt02674
IRS990/PYOtherExpensesAmt026222
IRS990/PYProgramServiceRevenueAmt029625
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IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
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IRS990/SavingsAndTempCashInvstGrp/BOYAmt05489
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0GOVERNING BODY IS ELECTED BY MEMBERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1MEMBERS APPROVE ACTIONS OF GOVERNING BODY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2FORM 990 REVIEWED BY OFFICER BEFORE SIGNING AND MAILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3BOOKS ARE AVAILABLE UPON WRITTEN REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4CHANGE IN FMV OF INVESTMENTS 5,363
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ReturnHeader/BuildTS02018-06-14 16:35:46Z
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ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CHAIR
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-07-18
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0VALLEY LODGE 36 AF & AM
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0C/O JOHN E PEARSON
ReturnHeader/Filer/BusinessNameControlTxt0VALL
ReturnHeader/Filer/EIN0342032592
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ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm014:58:01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0412072419
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0DAVIS MASCOLA & PHILLIPS LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt085 BARNES RD STE 207
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WALLINGFORD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0064922576
ReturnHeader/PreparerPersonGrp/PhoneNum02032650488
ReturnHeader/PreparerPersonGrp/PreparationDt02018-07-20
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0PETER B DAVIS
ReturnHeader/ReturnTs02018-07-20T15:58:01-04:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$95,776
Liabilities
$0
Net assets
$95,776
Revenue
$38,796
Expenses
$32,657
Net income
$6,139
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.09$0.00$1.09$0.34$0.30$0.03
2023Detailed filing. Detailed filing data is available for this year.$1.06$0.00$1.06$0.40$0.29$0.10
2022Detailed filing. Detailed filing data is available for this year.$0.92$0.00$0.92$0.31$0.33$0.03
2021Detailed filing. Detailed filing data is available for this year.$1.08$0.00$1.08$0.32$0.30$0.03
2020Detailed filing. Detailed filing data is available for this year.$0.98$0.00$0.98$0.27$0.22$0.05
2019Detailed filing. Detailed filing data is available for this year.$0.98$0.00$0.98$0.37$0.38$0.01
2018Detailed filing. Detailed filing data is available for this year.$0.86$0.00$0.86$0.27$0.28$0.01
2017Detailed filing. Detailed filing data is available for this year.$0.96$0.00$0.96$0.39$0.33$0.06
2016Detailed filing. Detailed filing data is available for this year.$0.84$0.00$0.84$0.32$0.31$0.01