Liabilities / Assets
78th percentile
Higher debt load relative to assets than 78% of similar nonprofits.
Santa Cruz Lodge Charitable Fund Bpoe of the United States of Ameri
EIN 38-3819380 • 501(c)3 • Santa Cruz, CA
Pub. 78 Eligible990-N Coverage
Profile
The purpose of the charity fund is to manage lodge charities to include scholarships, youth activiies, civic activities and drub awareness.
Siviq Scores
Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.
0.09x
Liabilities / Revenue
87th percentile
Higher debt load relative to revenue than 87% of similar nonprofits.
Net Margin
97th percentile
Higher net margin than 97% of similar nonprofits.
Top Officer Pay
81st percentile
Higher top officer pay than 81% of similar nonprofits.
Top officer pay equals 0.0% of source-year revenue.
Asset Growth
91st percentile
Faster asset growth than 91% of similar nonprofits.
Revenue Growth
32nd percentile
Faster revenue growth than 32% of similar nonprofits.
Balance Sheet
Assets
Up$242,105
Up $111,285 (+85%) from 2023
Liabilities
Up$21,095
Up $14,095 (+201%) from 2023
Net Assets
Up$221,010
Up $97,190 (+78%) from 2023
Revenue
Down$105,058
Down $29,050 (-22%) from 2023
Expenses
Down$7,868
Down $9,625 (-55%) from 2023
Net Income
Down$97,190
Down $19,425 (-17%) from 2023
Trend Graphs
Filings
Most recent year
2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.
- Assets
- $242,105
- Liabilities
- $21,095
- Net assets
- $221,010
- Revenue
- $105,058
- Expenses
- $7,868
- Net income
- $97,190
Latest Filing Detail
Jump To
Filing Snapshot
- Filing Period
- Apr 1, 2023 to Mar 31, 2024
- Signed
- Aug 20, 2024
- Return Version
- 2023v5.0
- Gross Receipts
- $105,058
Mission and Program Overview
Mission
The purpose of the charity fund is to manage lodge charities to include scholarships, youth activiies, civic activities and drub awareness.
Program Services
| Description | Grants | Expenses |
|---|---|---|
| THE PURPOSE OF THE CHARITY FUND IS TO MANAGE LODGE CHARITIES TO INCLUDE SCHOLARSHIPS, YOUTH ACTIVIIES, CIVIC ACTIVITIES AND DRUB AWARENESS. | - | $7,868 |
| THE PURPOSE OF THE CHARITY FUND IS TO MANAGE LODGE CHARITIES TO INCLUDE SCHOLARSHIPS, YOUTH ACTIVIIES, CIVIC ACTIVITIES AND DRUB AWARENESS. | - | - |
Compensation and Service Providers
Employees
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| MARCUS SUPAN | President | - | $0 | - | - |
| JOHN SCALLY | Vice Preside | - | $0 | - | - |
| PETER LOCATELLI | Treasurer | - | $0 | - | - |
| LESLIE YEFFA | Secretary | - | $0 | - | - |
Filing and Contact Details
Filer
- Filer Name
- Santa Cruz Lodge Charitable Fund
- EIN
- 38-3819380
- Phone
- 8314238240
- Address
- 150 JEWELL ST, SANTA CRUZ, CA 95060-1718
Signing Officer
- Name
- Peter Locatelli
- Title
- Treasurer
- Phone
- 8314238240
- Signed
- 2024-08-20
- Discuss with paid preparer
- Yes
Preparer
- Firm
- A J Holt Inc
- Address
- 4209 W MAGNOLIA BLVD, BURBANK, CA 91505-2726
- Preparer
- William a Holt Ea
- Phone
- 8188454228
Supplemental Narrative
Additional Explanations
Form 990-ez, Part I, Line 8
“Other income 100,000 lodge donations 4,100 adopt a family donations 942 total 105,042”
Form 990-ez, Part I, Line 16
“Expenses adopt a family 7,010 bank charges 10 office supplies 173 professional fees. 75 miscellaneous 100 total 7,368”
Form 990-ez, Part II, Line 26
“Accounts payable and accrued expenses 7,000 21,095”
Form 990-ez, Part III
“The purpose of the charity fund is to manage lodge charities to include scholarships, youth activiies, civic activities and drub awareness.”
Form 990-ez, Part III, Line 31
“The purpose of the charity fund is to manage lodge charities to include scholarships, youth activiies, civic activities and drub awareness.”
Raw XML Appendix131 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 |
|---|---|---|
| IRS990EZ/ActivitiesNotPreviouslyRptInd | 0 | false |
| IRS990EZ/BooksInCareOfDetail/PersonNm | 0 | PETER LOCATELLI |
| IRS990EZ/BooksInCareOfDetail/PhoneNum | 0 | 8314238240 |
| IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | 150 JEWELL ST |
| IRS990EZ/BooksInCareOfDetail/USAddress/CityNm | 0 | SANTA CRUZ |
| IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | CA |
| IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 95060 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt | 0 | 130820 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt | 0 | 242105 |
| IRS990EZ/ChgMadeToOrgnzngDocNotRptInd | 0 | false |
| IRS990EZ/DonorAdvisedFndsInd | 0 | false |
| IRS990EZ/EngagedInExcessBenefitTransInd | 0 | false |
| IRS990EZ/ExcessOrDeficitForYearAmt | 0 | 97190 |
| IRS990EZ/FeesAndOtherPymtToIndCntrctAmt | 0 | 500 |
| IRS990EZ/FiledScheduleAInd | 0 | true |
| IRS990EZ/ForeignFinancialAccountInd | 0 | false |
| IRS990EZ/ForeignOfficeInd | 0 | false |
| IRS990EZ/Form1120PolFiledInd | 0 | false |
| IRS990EZ/Form990TotalAssetsGrp/BOYAmt | 0 | 130820 |
| IRS990EZ/Form990TotalAssetsGrp/EOYAmt | 0 | 242105 |
| IRS990EZ/GrossReceiptsAmt | 0 | 105058 |
| IRS990EZ/InfoInScheduleOPartIIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIInd | 0 | X |
| IRS990EZ/InvestmentIncomeAmt | 0 | 16 |
| IRS990EZ/LobbyingActivitiesInd | 0 | false |
| IRS990EZ/MadeLoansToFromOfficersInd | 0 | false |
| IRS990EZ/MethodOfAccountingAccrualInd | 0 | X |
| IRS990EZ/NetAssetsOrFundBalancesBOYAmt | 0 | 123820 |
| IRS990EZ/NetAssetsOrFundBalancesEOYAmt | 0 | 221010 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt | 0 | 123820 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt | 0 | 221010 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 0 | 000.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 1 | 000.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 2 | 000.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 3 | 000.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 3 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 0 | MARCUS SUPAN |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 1 | JOHN SCALLY |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 2 | PETER LOCATELLI |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 3 | LESLIE YEFFA |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 0 | PRESIDENT |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 1 | VICE PRESIDE |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 2 | TREASURER |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 3 | SECRETARY |
| IRS990EZ/OperateHospitalInd | 0 | false |
| IRS990EZ/Organization501c3Ind | 0 | X |
| IRS990EZ/OrganizationDissolvedEtcInd | 0 | false |
| IRS990EZ/OrganizationHadUBIInd | 0 | false |
| IRS990EZ/OtherExpensesTotalAmt | 0 | 7368 |
| IRS990EZ/OtherRevenueTotalAmt | 0 | 105042 |
| IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt | 0 | NONE |
| IRS990EZ/PartVIOfCompOfHghstPdEmplTxt | 0 | NONE |
| IRS990EZ/PoliticalCampaignActyInd | 0 | false |
| IRS990EZ/PrimaryExemptPurposeTxt | 0 | THE PURPOSE OF THE CHARITY FUND IS TO MANAGE LODGE CHARITIES TO INCLUDE SCHOLARSHIPS, YOUTH ACTIVIIES, CIVIC ACTIVITIES AND DRUB AWARENESS. |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 0 | THE PURPOSE OF THE CHARITY FUND IS TO MANAGE LODGE CHARITIES TO INCLUDE SCHOLARSHIPS, YOUTH ACTIVIIES, CIVIC ACTIVITIES AND DRUB AWARENESS. |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 1 | THE PURPOSE OF THE CHARITY FUND IS TO MANAGE LODGE CHARITIES TO INCLUDE SCHOLARSHIPS, YOUTH ACTIVIIES, CIVIC ACTIVITIES AND DRUB AWARENESS. |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 0 | 7868 |
| IRS990EZ/ProhibitedTaxShelterTransInd | 0 | false |
| IRS990EZ/RelatedOrganizationCtrlEntInd | 0 | false |
| IRS990EZ/ScheduleBNotRequiredInd | 0 | X |
| IRS990EZ/SchoolOperatingInd | 0 | false |
| IRS990EZ/SubjectToProxyTaxInd | 0 | false |
| IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt | 0 | 7000 |
| IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt | 0 | 21095 |
| IRS990EZ/TanningServicesProvidedInd | 0 | false |
| IRS990EZ/TotalExpensesAmt | 0 | 7868 |
| IRS990EZ/TotalProgramServiceExpensesAmt | 0 | 7868 |
| IRS990EZ/TotalRevenueAmt | 0 | 105058 |
| IRS990EZ/TransactionWithControlEntInd | 0 | false |
| IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd | 0 | false |
| IRS990EZ/TypeOfOrganizationCorpInd | 0 | X |
| IRS990EZ/WebsiteAddressTxt | 0 | NA |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt | 0 | 105058 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt | 0 | 134108 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt | 0 | 239166 |
| IRS990ScheduleA/InvestmentIncomeCYPct | 0 | 0.00000 |
| IRS990ScheduleA/InvestmentIncomePYPct | 0 | 0.00000 |
| IRS990ScheduleA/PubliclySupportedOrg509a2Ind | 0 | X |
| IRS990ScheduleA/PublicSupportCY509Pct | 0 | 1.00000 |
| IRS990ScheduleA/PublicSupportPY509Pct | 0 | 1.00000 |
| IRS990ScheduleA/PublicSupportTotal509Amt | 0 | 239166 |
| IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind | 0 | X |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt | 0 | 105058 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt | 0 | 134108 |
| IRS990ScheduleA/Total509Grp/TotalAmt | 0 | 239166 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt | 0 | 105058 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt | 0 | 134108 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt | 0 | 239166 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | OTHER INCOME 100,000 LODGE DONATIONS 4,100 ADOPT A FAMILY DONATIONS 942 TOTAL 105,042 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | EXPENSES ADOPT A FAMILY 7,010 BANK CHARGES 10 OFFICE SUPPLIES 173 PROFESSIONAL FEES. 75 MISCELLANEOUS 100 TOTAL 7,368 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | ACCOUNTS PAYABLE AND ACCRUED EXPENSES 7,000 21,095 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 3 | THE PURPOSE OF THE CHARITY FUND IS TO MANAGE LODGE CHARITIES TO INCLUDE SCHOLARSHIPS, YOUTH ACTIVIIES, CIVIC ACTIVITIES AND DRUB AWARENESS. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 4 | THE PURPOSE OF THE CHARITY FUND IS TO MANAGE LODGE CHARITIES TO INCLUDE SCHOLARSHIPS, YOUTH ACTIVIIES, CIVIC ACTIVITIES AND DRUB AWARENESS. |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | FORM 990-EZ, PART I, LINE 8 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | FORM 990-EZ, PART I, LINE 16 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | FORM 990-EZ, PART II, LINE 26 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 3 | FORM 990-EZ, PART III |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 4 | FORM 990-EZ, PART III, LINE 31 |
| ReturnHeader/BuildTS | 0 | 2024-10-15 13:58:12Z |
| ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd | 0 | true |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | PETER LOCATELLI |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | TREASURER |
| ReturnHeader/BusinessOfficerGrp/PhoneNum | 0 | 8314238240 |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2024-08-20 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | SANTA CRUZ LODGE CHARITABLE FUND |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | SANT |
| ReturnHeader/Filer/EIN | 0 | 383819380 |
| ReturnHeader/Filer/PhoneNum | 0 | 8314238240 |
| ReturnHeader/Filer/USAddress/AddressLine1Txt | 0 | 150 JEWELL ST |
| ReturnHeader/Filer/USAddress/CityNm | 0 | SANTA CRUZ |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | CA |
| ReturnHeader/Filer/USAddress/ZIPCd | 0 | 950601718 |
| ReturnHeader/IRSResponsiblePrtyInfoCurrInd | 0 | true |
| ReturnHeader/PreparerFirmGrp/PreparerFirmEIN | 0 | 954112352 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt | 0 | A J HOLT INC |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt | 0 | 4209 W MAGNOLIA BLVD |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm | 0 | BURBANK |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd | 0 | CA |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd | 0 | 915052726 |
| ReturnHeader/PreparerPersonGrp/PhoneNum | 0 | 8188454228 |
| ReturnHeader/PreparerPersonGrp/PreparationDt | 0 | 2024-08-20 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | WILLIAM A HOLT EA |
| ReturnHeader/ReturnTs | 0 | 2024-09-27T13:39:32-04:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2023-04-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2024-03-31 |
| ReturnHeader/TaxYr | 0 | 2023 |
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