Liabilities / Assets
58th percentile
Tied with the lowest-debt nonprofits in its peer group.
Siviq Scores
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
0.00x
Liabilities / Revenue
59th percentile
Tied with the lowest-debt nonprofits in its peer group.
Net Margin
67th percentile
Higher net margin than 67% of similar nonprofits.
Top Officer Pay
58th percentile
Higher top officer pay than 58% of similar nonprofits.
Top officer pay equals 0.0% of source-year revenue.
Asset Growth
57th percentile
Faster asset growth than 57% of similar nonprofits.
Revenue Growth
24th percentile
Faster revenue growth than 24% of similar nonprofits.
Balance Sheet
Assets
Up$661,599
Up $8,610 (+1.3%) from 2015
Net Assets
Up$661,599
Up $8,610 (+1.3%) from 2015
Liabilities
Flat$0
Flat from 2015
Revenue And Expenses
Revenue
Down$45,125
Down $16,420 (-27%) from 2015
Expenses
Up$36,515
Up $2,827 (+8.4%) from 2015
Net Income
Down$8,610
Down $19,247 (-69%) from 2015
Historical Trend
Jump To
Filing Snapshot
- Filing Period
- Jan 1, 2016 to Dec 31, 2016
- Signed
- Nov 14, 2017
- Return Version
- 2016v3.0
- Gross Receipts
- $130,017
Mission and Program Overview
Mission
Freemasonry is a charitable, benevolent, educational and religious society.
Balance Sheet Detail
| Line | Beginning | End | Change |
|---|---|---|---|
| Assets | |||
| Land, Buildings, and Equipment, Net | $236,649 | $236,003 | ▼ $646 |
| Savings and Temporary Cash Investments | $15,660 | $18,024 | ▲ $2,364 |
| Cash and Non-Interest-Bearing Accounts | $3,551 | $3,893 | ▲ $342 |
| Accounts Receivable | - | $0 | - |
| Other Notes and Loans Receivable, Net | - | $0 | - |
| Pledges and Grants Receivable | - | $0 | - |
| Receivable From Disqualified Prsn | - | $0 | - |
| Receivables From Officers Etc | - | $0 | - |
| Investments Other Securities | - | $0 | - |
| Investments Program Related | - | $0 | - |
| Investments in Publicly Traded Securities | - | $0 | - |
| Intangible Assets | - | $0 | - |
| Inventories for Sale or Use | - | $0 | - |
| Prepaid Expenses and Deferred Charges | - | $0 | - |
| Total Assets | $652,989 | $661,599 | ▲ $8,610 |
| Other Assets Total | $397,129 | $403,679 | ▲ $6,550 |
| Liabilities | |||
| Total Liabilities | $0 | $0 | → $0 |
| Net Assets / Fund Balance | |||
| Unrestricted Net Assets | $652,989 | $661,599 | ▲ $8,610 |
| Total Net Assets Fund Balance | $652,989 | $661,599 | ▲ $8,610 |
| Total Liabilities and Net Assets / Fund Balance | $652,989 | $661,599 | ▲ $8,610 |
Asset Categories
| Asset | Book Value | Depreciation | Basis |
|---|---|---|---|
| Land | $211,864 | - | $211,864 |
| Buildings | $24,139 | $1,050 | $25,189 |
Compensation and Service Providers
Board Members and Trustees
| Name | Title |
|---|---|
| Roy Goetsch | Junior Warden |
| Ted Fultz | Secretary |
| Eric Goetsch | Senior Warden |
| Robert Puckett | Treasurer |
| Scott Ferguson | Worshipful Mast |
Revenue and Support
Revenue Composition
- Contributions and Grants
- $2,814
- Program Service Revenue
- $6,234
- Investment Income
- $31,798
- Other Revenue
- $4,279
- All Other Contributions
- $2,814
- Change in Net Assets
- $8,610
Expenses and Functional Allocation
Major Expense Lines
| Line Item | Amount |
|---|---|
| Other Expenses | $33,812 |
| Grants and Similar Amounts Paid | $2,703 |
| Professional Fundraising Fees | $0 |
| Salaries, Compensation, and Employee Benefits | $0 |
| Total Fundraising Expense | $0 |
Functional Expense Allocation
| Line Item | Program | Management | Fundraising | Total |
|---|---|---|---|---|
| Occupancy | $10,458 | $10,458 | - | $20,916 |
| Fees for Services Management | - | $4,571 | - | $4,571 |
| Insurance | - | $4,069 | - | $4,069 |
| Grants to Domestic Orgs | $2,703 | - | - | $2,703 |
| Fees for Services Accounting | - | $1,050 | - | $1,050 |
| Depreciation Depletion | - | $646 | - | $646 |
| Other Expenses | $595 | - | - | $595 |
| Office Expenses | $529 | - | - | $529 |
| Total Functional Expenses | $15,721 | $20,794 | $0 | $36,515 |
Fundraising, Events, and Gaming
- Fundraising activities
- No
- Gaming activities
- No
- Professional fundraiser used
- No
Fundraising and Gaming Totals
| Line Item | Amount |
|---|---|
| Professional Fundraising Fees | $0 |
Political and Lobbying Activity
- Political campaign activity
- No
- Lobbying activity
- No
- Subject to proxy tax
- No
Insider Transactions and Loans
Loans and Receivables
| Line Item | Beginning | End | Change |
|---|---|---|---|
| Receivables from Disqualified Persons | - | $0 | - |
| Receivables from Officers, Directors, Trustees, and Key Employees | - | $0 | - |
Governance and Compliance
Governance Checklist
- Compiled or reviewed by an accountant
- No
- Annual disclosure for covered persons
- Yes
- Backup withholding compliance
- 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
- Yes
- Management duties delegated
- No
Governance Explanations
Form 990, Part VI, Line 6: Explanation of Classes of Members or Shareholder
“Occidental lodge #40's by-laws make provision for participation by members in certain affairs of the organization. Members are entitled to vote on all matters submitted to a vote of the membership including composition of the board of directors and as otherwise provided in and allowed under the by-laws.”
Form 990, Part VI, Line 7A: How Members or Shareholders Elect Governing Body
“Occidental lodge #40's by-laws make provision for participation by members in certain affairs of the organization. Members are entitled to vote on all matters submitted to a vote of the membership including composition of the board of directors and as otherwise provided in and allowed under the by-laws.”
Form 990, Part VI, Line 7B: Describe Decisions of Governing Body Approval by Members or Shareholders
“Occidental lodge #40's by-laws make provision for participation by members in certain affairs of the organization. Members are entitled to vote on all matters submitted to a vote of the membership including composition of the board of directors and as otherwise provided in and allowed under the by-laws.”
Form 990, Part VI, Line 11B: Form 990 Review Process
“Form 990 is reviewed at the meeting following the completion of the form.”
Form 990, Part VI, Line 12C: Explanation of Monitoring and Enforcement of Conflicts
“Each Occidental Lodge #40 Director, Officer or Member of a Committee with Board-Delegated powers, who has a direct or indirect financial interest in Occidental Lodge #40-related matters is: subject to the procedures and protocols identified in the "Occidental Lodge #40 Board of Directors Policy - Conflict of Interest" ("the Conflict of Interest Policy"); and required to execute annually a document styled "Occidental Lodge #40 Board of Directors Annual Statement - Conflict of Interest" acknowledging and affirming that he/she:(1) Has received a copy of the Conflict of Interest Policy; (2) Has read and understands the Conflict of Interest Policy; (3) Agrees to comply with the Conflict of Interest Policy; and (4) Understands that the Occidental Lodge #40 is a not-for-profit organization and, in order to maintain its federal tax exemption, must engage primarily in activities which accomplish one or more of its tax-exempted purposes.”
Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
“The organization makes its governing documents, conflict of interest policy, and financial statements available to the general public upon demand in its business office on premises.”
Filing and Contact Details
Filer
- Filer Name
- Occidental Lodge No 40 Af & Am
- EIN
- 36-0732752
- Phone
- 8154333623
- Address
- 916 COLUMBUS STREET, OTTAWA, IL 61350
Signing Officer
- Name
- Scott Ferguson
- Title
- Worshipful Mast
- Signed
- 2017-11-14
- Discuss with paid preparer
- Yes
Organization Details
- Formed
- 1846
- Legal Domicile
- Il
- Voting Board Members
- 172
- Independent Board Members
- 172
- Employees
- 0
Preparer
- Firm
- George V Ferenzi & Assc Inc
- Address
- 227 W Madison Street, Ottawa, IL 61350
- Preparer
- Rita Poruba
- Phone
- 8154333746
Raw XML Appendix357 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.
| Path | # | Value |
|---|---|---|
| IRS990/AccountantCompileOrReviewInd | 0 | false |
| IRS990/AccountsReceivableGrp/EOYAmt | 0 | 0 |
| IRS990/ActivitiesConductedPrtshpInd | 0 | false |
| IRS990/ActivityOrMissionDesc | 0 | FREEMASONRY IS A CHARITABLE, BENEVOLENT, EDUCATIONAL AND RELIGIOUS SOCIETY. |
| IRS990/AdvertisingGrp/TotalAmt | 0 | 0 |
| IRS990/AllAffiliatesIncludedInd | 0 | false |
| IRS990/AllOtherContributionsAmt | 0 | 2814 |
| IRS990/AllOtherExpensesGrp/TotalAmt | 0 | 0 |
| IRS990/AnnualDisclosureCoveredPrsnInd | 0 | true |
| IRS990/BackupWthldComplianceInd | 0 | false |
| IRS990/BenefitsToMembersGrp/TotalAmt | 0 | 0 |
| IRS990/BooksInCareOfDetail/PersonNm | 0 | JOSEPH NUSKE |
| IRS990/BooksInCareOfDetail/PhoneNum | 0 | 8154333623 |
| IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | 916 COLUMBUS STREET |
| IRS990/BooksInCareOfDetail/USAddress/CityNm | 0 | OTTAWA |
| IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | IL |
| IRS990/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 61350 |
| IRS990/BusinessRlnWithFamMemInd | 0 | false |
| IRS990/BusinessRlnWithOfficerEntInd | 0 | false |
| IRS990/BusinessRlnWithOrgMemInd | 0 | false |
| IRS990/CashNonInterestBearingGrp/BOYAmt | 0 | 3551 |
| IRS990/CashNonInterestBearingGrp/EOYAmt | 0 | 3893 |
| IRS990/ChangeToOrgDocumentsInd | 0 | false |
| IRS990/CntrctRcvdGreaterThan100KCnt | 0 | 0 |
| IRS990/CollectionsOfArtInd | 0 | false |
| IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt | 0 | 0 |
| IRS990/CompDisqualPersonsGrp/TotalAmt | 0 | 0 |
| IRS990/CompensationFromOtherSrcsInd | 0 | false |
| IRS990/CompensationProcessCEOInd | 0 | false |
| IRS990/CompensationProcessOtherInd | 0 | false |
| IRS990/ConferencesMeetingsGrp/TotalAmt | 0 | 0 |
| IRS990/ConflictOfInterestPolicyInd | 0 | true |
| IRS990/ConservationEasementsInd | 0 | false |
| IRS990/ConsolidatedAuditFinclStmtInd | 0 | false |
| IRS990/CreditCounselingInd | 0 | false |
| IRS990/CYBenefitsPaidToMembersAmt | 0 | 0 |
| IRS990/CYContributionsGrantsAmt | 0 | 2814 |
| IRS990/CYGrantsAndSimilarPaidAmt | 0 | 2703 |
| IRS990/CYInvestmentIncomeAmt | 0 | 31798 |
| IRS990/CYOtherExpensesAmt | 0 | 33812 |
| IRS990/CYOtherRevenueAmt | 0 | 4279 |
| IRS990/CYProgramServiceRevenueAmt | 0 | 6234 |
| IRS990/CYRevenuesLessExpensesAmt | 0 | 8610 |
| IRS990/CYSalariesCompEmpBnftPaidAmt | 0 | 0 |
| IRS990/CYTotalExpensesAmt | 0 | 36515 |
| IRS990/CYTotalFundraisingExpenseAmt | 0 | 0 |
| IRS990/CYTotalProfFndrsngExpnsAmt | 0 | 0 |
| IRS990/CYTotalRevenueAmt | 0 | 45125 |
| IRS990/DAFExcessBusinessHoldingsInd | 0 | false |
| IRS990/DecisionsSubjectToApprovaInd | 0 | true |
| IRS990/DeductibleArtContributionInd | 0 | false |
| IRS990/DeductibleNonCashContriInd | 0 | false |
| IRS990/DelegationOfMgmtDutiesInd | 0 | false |
| IRS990/DepreciationDepletionGrp/ManagementAndGeneralAmt | 0 | 646 |
| IRS990/DepreciationDepletionGrp/TotalAmt | 0 | 646 |
| IRS990/Desc | 0 | FREEMASONRY IS A CHARITABLE, BENEVOLENT, EDUCATIONAL AND RELIGIOUS SOCIETY. |
| IRS990/DescribedInSection501c3Ind | 0 | false |
| IRS990/DisregardedEntityInd | 0 | false |
| IRS990/DistributionToDonorInd | 0 | false |
| IRS990/DocumentRetentionPolicyInd | 0 | true |
| IRS990/DonorAdvisedFundInd | 0 | false |
| IRS990/ElectionOfBoardMembersInd | 0 | true |
| IRS990/EmployeeCnt | 0 | 0 |
| IRS990/EmploymentTaxReturnsFiledInd | 0 | false |
| IRS990/EngagedInExcessBenefitTransInd | 0 | false |
| IRS990/EscrowAccountInd | 0 | false |
| IRS990/ExpenseAmt | 0 | 15721 |
| IRS990/FamilyOrBusinessRlnInd | 0 | false |
| IRS990/FederalGrantAuditRequiredInd | 0 | false |
| IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt | 0 | 1050 |
| IRS990/FeesForServicesAccountingGrp/TotalAmt | 0 | 1050 |
| IRS990/FeesForServicesLegalGrp/TotalAmt | 0 | 0 |
| IRS990/FeesForServicesLobbyingGrp/TotalAmt | 0 | 0 |
| IRS990/FeesForServicesManagementGrp/ManagementAndGeneralAmt | 0 | 4571 |
| IRS990/FeesForServicesManagementGrp/TotalAmt | 0 | 4571 |
| IRS990/FeesForServicesOtherGrp/TotalAmt | 0 | 0 |
| IRS990/FeesForServicesProfFundraising/TotalAmt | 0 | 0 |
| IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt | 0 | 0 |
| IRS990/ForeignActivitiesInd | 0 | false |
| IRS990/ForeignFinancialAccountInd | 0 | false |
| IRS990/ForeignGrantsGrp/TotalAmt | 0 | 0 |
| IRS990/ForeignOfficeInd | 0 | false |
| IRS990/Form1098CFiledInd | 0 | false |
| IRS990/Form8282FiledCnt | 0 | 0 |
| IRS990/Form8282PropertyDisposedOfInd | 0 | false |
| IRS990/Form8899Filedind | 0 | false |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 0 | 0.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 1 | 0.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 2 | 0.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 3 | 0.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 4 | 0.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 0 | 2.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 1 | 10.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 2 | 2.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 3 | 2.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 4 | 2.00 |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 0 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 1 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 2 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 3 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 4 | X |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 1 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 2 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 3 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 4 | 0 |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 0 | SCOTT FERGUSON |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 1 | ROBERT PUCKETT |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 2 | ERIC GOETSCH |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 3 | TED FULTZ |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 4 | ROY GOETSCH |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 1 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 2 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 3 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 4 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 1 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 2 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 3 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 4 | 0 |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 0 | WORSHIPFUL MAST |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 1 | Treasurer |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 2 | SENIOR WARDEN |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 3 | Secretary |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 4 | JUNIOR WARDEN |
| IRS990/Form990ProvidedToGvrnBodyInd | 0 | true |
| IRS990/Form990TFiledInd | 0 | false |
| IRS990/FormationYr | 0 | 1846 |
| IRS990/FormerOfcrEmployeesListedInd | 0 | false |
| IRS990/FSAuditedInd | 0 | false |
| IRS990/FundraisingActivitiesInd | 0 | false |
| IRS990/GainOrLossGrp/SecuritiesAmt | 0 | 11600 |
| IRS990/GamingActivitiesInd | 0 | false |
| IRS990/GoverningBodyVotingMembersCnt | 0 | 172 |
| IRS990/GrantAmt | 0 | 2703 |
| IRS990/GrantsToDomesticIndividualsGrp/TotalAmt | 0 | 0 |
| IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt | 0 | 2703 |
| IRS990/GrantsToDomesticOrgsGrp/TotalAmt | 0 | 2703 |
| IRS990/GrantsToIndividualsInd | 0 | false |
| IRS990/GrantsToOrganizationsInd | 0 | false |
| IRS990/GrantToRelatedPersonInd | 0 | false |
| IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt | 0 | 96492 |
| IRS990/GrossReceiptsAmt | 0 | 130017 |
| IRS990/GrossRentsGrp/RealAmt | 0 | 3893 |
| IRS990/GroupReturnForAffiliatesInd | 0 | false |
| IRS990/IncludeFIN48FootnoteInd | 0 | false |
| IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt | 0 | 0 |
| IRS990/IndependentAuditFinclStmtInd | 0 | false |
| IRS990/IndependentVotingMemberCnt | 0 | 172 |
| IRS990/IndivRcvdGreaterThan100KCnt | 0 | 0 |
| IRS990/IndoorTanningServicesInd | 0 | false |
| IRS990/InfoInScheduleOPartVIInd | 0 | X |
| IRS990/InformationTechnologyGrp/TotalAmt | 0 | 0 |
| IRS990/InsuranceGrp/ManagementAndGeneralAmt | 0 | 4069 |
| IRS990/InsuranceGrp/TotalAmt | 0 | 4069 |
| IRS990/IntangibleAssetsGrp/EOYAmt | 0 | 0 |
| IRS990/InterestGrp/TotalAmt | 0 | 0 |
| IRS990/InventoriesForSaleOrUseGrp/EOYAmt | 0 | 0 |
| IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt | 0 | 20198 |
| IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt | 0 | 20198 |
| IRS990/InvestmentInJointVentureInd | 0 | false |
| IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt | 0 | 0 |
| IRS990/InvestmentsProgramRelatedGrp/EOYAmt | 0 | 0 |
| IRS990/InvestmentsPubTradedSecGrp/EOYAmt | 0 | 0 |
| IRS990/InvestTaxExemptBondsInd | 0 | false |
| IRS990/IRPDocumentCnt | 0 | 0 |
| IRS990/IRPDocumentW2GCnt | 0 | 0 |
| IRS990/LandBldgEquipAccumDeprecAmt | 0 | 1050 |
| IRS990/LandBldgEquipBasisNetGrp/BOYAmt | 0 | 236649 |
| IRS990/LandBldgEquipBasisNetGrp/EOYAmt | 0 | 236003 |
| IRS990/LandBldgEquipCostOrOtherBssAmt | 0 | 237053 |
| IRS990/LegalDomicileStateCd | 0 | IL |
| IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt | 0 | 84892 |
| IRS990/LicensedMoreThanOneStateInd | 0 | false |
| IRS990/LoanOutstandingInd | 0 | false |
| IRS990/LobbyingActivitiesInd | 0 | false |
| IRS990/LocalChaptersInd | 0 | false |
| IRS990/MaterialDiversionOrMisuseInd | 0 | false |
| IRS990/MembersOrStockholdersInd | 0 | true |
| IRS990/MethodOfAccountingCashInd | 0 | X |
| IRS990/MinutesOfCommitteesInd | 0 | true |
| IRS990/MinutesOfGoverningBodyInd | 0 | true |
| IRS990/MissionDesc | 0 | FREEMASONRY IS A CHARITABLE, BENEVOLENT, EDUCATIONAL AND RELIGIOUS SOCIETY. |
| IRS990/MoreThan5000KToIndividualsInd | 0 | false |
| IRS990/MoreThan5000KToOrgInd | 0 | false |
| IRS990/NetAssetsOrFundBalancesBOYAmt | 0 | 652989 |
| IRS990/NetAssetsOrFundBalancesEOYAmt | 0 | 661599 |
| IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt | 0 | 11600 |
| IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt | 0 | 11600 |
| IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt | 0 | 0 |
| IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt | 0 | 0 |
| IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt | 0 | 0 |
| IRS990/NetRentalIncomeOrLossGrp/RelatedOrExemptFuncIncomeAmt | 0 | 3893 |
| IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt | 0 | 3893 |
| IRS990/NoListedPersonsCompensatedInd | 0 | X |
| IRS990/NondeductibleContributionsInd | 0 | false |
| IRS990/OccupancyGrp/ManagementAndGeneralAmt | 0 | 10458 |
| IRS990/OccupancyGrp/ProgramServicesAmt | 0 | 10458 |
| IRS990/OccupancyGrp/TotalAmt | 0 | 20916 |
| IRS990/OfficeExpensesGrp/ProgramServicesAmt | 0 | 529 |
| IRS990/OfficeExpensesGrp/TotalAmt | 0 | 529 |
| IRS990/OfficerMailingAddressInd | 0 | false |
| IRS990/OnBehalfOfIssuerInd | 0 | false |
| IRS990/OperateHospitalInd | 0 | false |
| IRS990/Organization501cInd | 0 | X |
| IRS990/OrganizationFollowsSFAS117Ind | 0 | X |
| IRS990/OrgFiledInLieuOfForm1041Ind | 0 | false |
| IRS990/OtherAssetsTotalGrp/BOYAmt | 0 | 397129 |
| IRS990/OtherAssetsTotalGrp/EOYAmt | 0 | 403679 |
| IRS990/OtherEmployeeBenefitsGrp/TotalAmt | 0 | 0 |
| IRS990/OtherExpensesGrp/Desc | 0 | DUES |
| IRS990/OtherExpensesGrp/Desc | 1 | FOOD |
| IRS990/OtherExpensesGrp/ProgramServicesAmt | 0 | 1436 |
| IRS990/OtherExpensesGrp/ProgramServicesAmt | 1 | 595 |
| IRS990/OtherExpensesGrp/TotalAmt | 0 | 1436 |
| IRS990/OtherExpensesGrp/TotalAmt | 1 | 595 |
| IRS990/OtherRevenueMiscGrp/BusinessCd | 0 | 900099 |
| IRS990/OtherRevenueMiscGrp/Desc | 0 | MISCELLANEOUS |
| IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt | 0 | 386 |
| IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt | 0 | 386 |
| IRS990/OtherRevenueTotalAmt | 0 | 386 |
| IRS990/OtherSalariesAndWagesGrp/TotalAmt | 0 | 0 |
| IRS990/OthNotesLoansReceivableNetGrp/EOYAmt | 0 | 0 |
| IRS990/PartialLiquidationInd | 0 | false |
| IRS990/PaymentsToAffiliatesGrp/TotalAmt | 0 | 0 |
| IRS990/PayPremiumsPrsnlBnftCntrctInd | 0 | false |
| IRS990/PayrollTaxesGrp/TotalAmt | 0 | 0 |
| IRS990/PensionPlanContributionsGrp/TotalAmt | 0 | 0 |
| IRS990/PledgesAndGrantsReceivableGrp/EOYAmt | 0 | 0 |
| IRS990/PoliticalCampaignActyInd | 0 | false |
| IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt | 0 | 0 |
| IRS990/ProfessionalFundraisingInd | 0 | false |
| IRS990/ProgramServiceRevenueGrp/Desc | 0 | Membership Dues & Assessments |
| IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt | 0 | 6234 |
| IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt | 0 | 6234 |
| IRS990/ProhibitedTaxShelterTransInd | 0 | false |
| IRS990/PYContributionsGrantsAmt | 0 | 5830 |
| IRS990/PYExcessBenefitTransInd | 0 | false |
| IRS990/PYGrantsAndSimilarPaidAmt | 0 | 2150 |
| IRS990/PYInvestmentIncomeAmt | 0 | 49320 |
| IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt | 0 | 0 |
| IRS990/PYOtherExpensesAmt | 0 | 31538 |
| IRS990/PYOtherRevenueAmt | 0 | 473 |
| IRS990/PYProgramServiceRevenueAmt | 0 | 5922 |
| IRS990/PYRevenuesLessExpensesAmt | 0 | 27857 |
| IRS990/PYTotalExpensesAmt | 0 | 33688 |
| IRS990/PYTotalRevenueAmt | 0 | 61545 |
| IRS990/QuidProQuoContributionsInd | 0 | false |
| IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt | 0 | 0 |
| IRS990/RcvFndsToPayPrsnlBnftCntrctInd | 0 | false |
| IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt | 0 | 0 |
| IRS990/ReconcilationRevenueExpnssAmt | 0 | 8610 |
| IRS990/RegularMonitoringEnfrcInd | 0 | true |
| IRS990/RelatedEntityInd | 0 | false |
| IRS990/RelatedOrganizationCtrlEntInd | 0 | false |
| IRS990/RentalIncomeOrLossGrp/RealAmt | 0 | 3893 |
| IRS990/ReportInvestmentsOtherSecInd | 0 | false |
| IRS990/ReportLandBuildingEquipmentInd | 0 | true |
| IRS990/ReportOtherAssetsInd | 0 | true |
| IRS990/ReportOtherLiabilitiesInd | 0 | false |
| IRS990/ReportProgramRelatedInvstInd | 0 | false |
| IRS990/RoyaltiesGrp/TotalAmt | 0 | 0 |
| IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt | 0 | 0 |
| IRS990/SavingsAndTempCashInvstGrp/BOYAmt | 0 | 15660 |
| IRS990/SavingsAndTempCashInvstGrp/EOYAmt | 0 | 18024 |
| IRS990/ScheduleBRequiredInd | 0 | false |
| IRS990ScheduleD/BuildingsGrp/BookValueAmt | 0 | 24139 |
| IRS990ScheduleD/BuildingsGrp/DepreciationAmt | 0 | 1050 |
| IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt | 0 | 25189 |
| IRS990ScheduleD/LandGrp/BookValueAmt | 0 | 211864 |
| IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt | 0 | 211864 |
| IRS990ScheduleD/TotalBookValueLandBuildingsAmt | 0 | 236003 |
| IRS990ScheduleD/TotalBookValueOtherAssetsAmt | 0 | 403679 |
| IRS990/ScheduleJRequiredInd | 0 | false |
| IRS990/ScheduleORequiredInd | 0 | true |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | OCCIDENTAL LODGE #40'S BY-LAWS MAKE PROVISION FOR PARTICIPATION BY MEMBERS IN CERTAIN AFFAIRS OF THE ORGANIZATION. MEMBERS ARE ENTITLED TO VOTE ON ALL MATTERS SUBMITTED TO A VOTE OF THE MEMBERSHIP INCLUDING COMPOSITION OF THE BOARD OF DIRECTORS AND AS OTHERWISE PROVIDED IN AND ALLOWED UNDER THE BY-LAWS. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | OCCIDENTAL LODGE #40'S BY-LAWS MAKE PROVISION FOR PARTICIPATION BY MEMBERS IN CERTAIN AFFAIRS OF THE ORGANIZATION. MEMBERS ARE ENTITLED TO VOTE ON ALL MATTERS SUBMITTED TO A VOTE OF THE MEMBERSHIP INCLUDING COMPOSITION OF THE BOARD OF DIRECTORS AND AS OTHERWISE PROVIDED IN AND ALLOWED UNDER THE BY-LAWS. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | OCCIDENTAL LODGE #40'S BY-LAWS MAKE PROVISION FOR PARTICIPATION BY MEMBERS IN CERTAIN AFFAIRS OF THE ORGANIZATION. MEMBERS ARE ENTITLED TO VOTE ON ALL MATTERS SUBMITTED TO A VOTE OF THE MEMBERSHIP INCLUDING COMPOSITION OF THE BOARD OF DIRECTORS AND AS OTHERWISE PROVIDED IN AND ALLOWED UNDER THE BY-LAWS. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 3 | FORM 990 IS REVIEWED AT THE MEETING FOLLOWING THE COMPLETION OF THE FORM. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 4 | Each Occidental Lodge #40 Director, Officer or Member of a Committee with Board-Delegated powers, who has a direct or indirect financial interest in Occidental Lodge #40-related matters is: subject to the procedures and protocols identified in the "Occidental Lodge #40 Board of Directors Policy - Conflict of Interest" ("the Conflict of Interest Policy"); and required to execute annually a document styled "Occidental Lodge #40 Board of Directors Annual Statement - Conflict of Interest" acknowledging and affirming that he/she:(1) Has received a copy of the Conflict of Interest Policy; (2) Has read and understands the Conflict of Interest Policy; (3) Agrees to comply with the Conflict of Interest Policy; and (4) Understands that the Occidental Lodge #40 is a not-for-profit organization and, in order to maintain its federal tax exemption, must engage primarily in activities which accomplish one or more of its tax-exempted purposes. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 5 | The organization makes its governing documents, conflict of interest policy, and financial statements available to the general public upon demand in its business office on premises. |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | Form 990, Part VI, Line 6: Explanation of Classes of Members or Shareholder |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | Form 990, Part VI, Line 7a: How Members or Shareholders Elect Governing Body |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | Form 990, Part VI, Line 7b: Describe Decisions of Governing Body Approval by Members or Shareholders |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 3 | Form 990, Part VI, Line 11b: Form 990 Review Process |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 4 | Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 5 | Form 990, Part VI, Line 19: Other Organization Documents Publicly Available |
| IRS990/SchoolOperatingInd | 0 | false |
| IRS990/SignificantChangeInd | 0 | false |
| IRS990/SignificantNewProgramSrvcInd | 0 | false |
| IRS990/SubjectToProxyTaxInd | 0 | false |
| IRS990/TaxableDistributionsInd | 0 | false |
| IRS990/TaxablePartyNotificationInd | 0 | false |
| IRS990/TaxExemptBondsInd | 0 | false |
| IRS990/TempOrPermanentEndowmentsInd | 0 | false |
| IRS990/TerminateOperationsInd | 0 | false |
| IRS990/TotalAssetsBOYAmt | 0 | 652989 |
| IRS990/TotalAssetsEOYAmt | 0 | 661599 |
| IRS990/TotalAssetsGrp/BOYAmt | 0 | 652989 |
| IRS990/TotalAssetsGrp/EOYAmt | 0 | 661599 |
| IRS990/TotalCompGreaterThan150KInd | 0 | false |
| IRS990/TotalContributionsAmt | 0 | 2814 |
| IRS990/TotalEmployeeCnt | 0 | 0 |
| IRS990/TotalFunctionalExpensesGrp/FundraisingAmt | 0 | 0 |
| IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt | 0 | 20794 |
| IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt | 0 | 15721 |
| IRS990/TotalFunctionalExpensesGrp/TotalAmt | 0 | 36515 |
| IRS990/TotalGrossUBIAmt | 0 | 0 |
| IRS990/TotalLiabilitiesEOYAmt | 0 | 0 |
| IRS990/TotalLiabilitiesGrp/BOYAmt | 0 | 0 |
| IRS990/TotalLiabilitiesGrp/EOYAmt | 0 | 0 |
| IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt | 0 | 652989 |
| IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt | 0 | 661599 |
| IRS990/TotalProgramServiceExpensesAmt | 0 | 15721 |
| IRS990/TotalProgramServiceRevenueAmt | 0 | 6234 |
| IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt | 0 | 42311 |
| IRS990/TotalRevenueGrp/TotalRevenueColumnAmt | 0 | 45125 |
| IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt | 0 | 652989 |
| IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt | 0 | 661599 |
| IRS990/TransactionWithControlEntInd | 0 | false |
| IRS990/TravelGrp/TotalAmt | 0 | 0 |
| IRS990/TrnsfrExmptNonChrtblRltdOrgInd | 0 | false |
| IRS990/TypeOfOrganizationAssocInd | 0 | X |
| IRS990/UnrelatedBusIncmOverLimitInd | 0 | false |
| IRS990/UnrestrictedNetAssetsGrp/BOYAmt | 0 | 652989 |
| IRS990/UnrestrictedNetAssetsGrp/EOYAmt | 0 | 661599 |
| IRS990/UponRequestInd | 0 | X |
| IRS990/VotingMembersGoverningBodyCnt | 0 | 172 |
| IRS990/VotingMembersIndependentCnt | 0 | 172 |
| IRS990/WebsiteAddressTxt | 0 | N/A |
| IRS990/WhistleblowerPolicyInd | 0 | true |
| ReturnHeader/BuildTS | 0 | 2017-02-10 21:41:12Z |
| ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd | 0 | true |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | SCOTT FERGUSON |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | WORSHIPFUL MAST |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2017-11-14 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | OCCIDENTAL LODGE NO 40 AF & AM |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | OCCI |
| ReturnHeader/Filer/EIN | 0 | 360732752 |
| ReturnHeader/Filer/PhoneNum | 0 | 8154333623 |
| ReturnHeader/Filer/USAddress/AddressLine1Txt | 0 | 916 COLUMBUS STREET |
| ReturnHeader/Filer/USAddress/CityNm | 0 | OTTAWA |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | IL |
| ReturnHeader/Filer/USAddress/ZIPCd | 0 | 61350 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt | 0 | George V Ferenzi & Assc Inc |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt | 0 | 227 W Madison Street |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm | 0 | Ottawa |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd | 0 | IL |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd | 0 | 61350 |
| ReturnHeader/PreparerPersonGrp/PhoneNum | 0 | 8154333746 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | Rita Poruba |
| ReturnHeader/ReturnTs | 0 | 2017-11-14T15:09:57-08:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990 |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2016-01-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2016-12-31 |
| ReturnHeader/TaxYr | 0 | 2016 |
Document Assets
No mirrored PDF or thumbnail assets are attached yet.
Filings
Displayed year
2016 • Form 990Detailed filing. Detailed filing data is available for this year.
- Assets
- $661,599
- Liabilities
- $0
- Net assets
- $661,599
- Revenue
- $45,125
- Expenses
- $36,515
- Net income
- $8,610