Civic Intelligence

Winona Masonic Benevolent Assoc

990 • Fiscal year 2021 • EIN 41-0616665

Jan 01, 2021 to Dec 31, 2021 • Filed on Aug 31, 2022

Organization ProfileN/A
926 West Fifth StreetWinona, MN 55987

(507) 450-5375

Siviq Scores

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

Liabilities / Assets

25th percentile

0.00x

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

2021 filings • 501(c)2 • $1M-$5M nonprofits • Source year 2021

Liabilities / Revenue

24th percentile

0.00x

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

2021 filings • 501(c)2 • $1M-$5M nonprofits • Source year 2021

Net Margin

5th percentile

-180%

Higher net margin than 5% of similar nonprofits.

2021 filings • 501(c)2 • $1M-$5M nonprofits • Source year 2021

Top Officer Pay

54th percentile

$0

Higher top officer pay than 54% of similar nonprofits.

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

2021 filings • 501(c)2 • $1M-$5M nonprofits • Source year 2021

Asset Growth

72nd percentile

3.6%

Faster asset growth than 72% of similar nonprofits.

2021 filings • 501(c)2 • $1M-$5M nonprofits • Annualized from 2019 to 2021

Revenue Growth

12th percentile

-45%

Faster revenue growth than 12% of similar nonprofits.

2021 filings • 501(c)2 • $1M-$5M nonprofits • Annualized from 2019 to 2021

Balance Sheet
Liabilities / Assets25th percentile

Assets

Up

$1,735,774

Up $117,759 (+7.3%) from 2019

Net Assets

Up

$1,735,774

Up $117,759 (+7.3%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue24th percentileNet Margin5th percentile

Revenue

Down

$32,097

Down $73,046 (-69%) from 2019

Expenses

Up

$89,996

Up $11,411 (+15%) from 2019

Net Income

Down

-$57,899

Down $84,457 (-318%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth72nd percentile

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

$3.0M$2.0M$1.0M$0Assets 2011: $1,047,093Liabilities 2011: $0Net Assets 2011: $1,047,0932011Assets 2012: $1,136,321Liabilities 2012: $0Net Assets 2012: $1,136,3212012Assets 2013: $1,269,011Liabilities 2013: $0Net Assets 2013: $1,269,0112013Assets 2014: $1,440,783Liabilities 2014: $0Net Assets 2014: $1,440,7832014Assets 2015: $1,453,819Liabilities 2015: $0Net Assets 2015: $1,453,8192015Assets 2017: $1,879,188Liabilities 2017: $236,186Net Assets 2017: $1,643,0022017Assets 2018: $2,034,718Liabilities 2018: $556,820Net Assets 2018: $1,477,8982018Assets 2019: $1,618,015Liabilities 2019: $0Net Assets 2019: $1,618,0152019Assets 2021: $1,735,774Liabilities 2021: $0Net Assets 2021: $1,735,7742021Assets 2022: $1,642,237Liabilities 2022: $0Net Assets 2022: $1,642,2372022Assets 2023: $1,616,809Liabilities 2023: $0Net Assets 2023: $1,616,8092023Assets 2024: $1,629,562Liabilities 2024: $0Net Assets 2024: $1,629,5622024

Highlighted filing

2021

Assets$1,735,774
Liabilities$0
Net Assets$1,735,774
Open 2021 Filing

Operations Trend

Revenue Growth12th percentile

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

$200K$100K$0-$100KRevenue 2011: $38,093Expenses 2011: $12,569Net Income 2011: $25,5242011Expenses 2012: $5,7422012Revenue 2013: $165,776Expenses 2013: $77,510Net Income 2013: $88,2662013Revenue 2014: $116,142Expenses 2014: $7,075Net Income 2014: $109,0672014Revenue 2015: $57,216Expenses 2015: $8,821Net Income 2015: $48,3952015Revenue 2017: $46,129Expenses 2017: $36,303Net Income 2017: $9,8262017Revenue 2018: $167,648Expenses 2018: $58,457Net Income 2018: $109,1912018Revenue 2019: $105,143Expenses 2019: $78,585Net Income 2019: $26,5582019Revenue 2021: $32,097Expenses 2021: $89,996Net Income 2021: -$57,8992021Revenue 2022: $38,294Expenses 2022: $70,691Net Income 2022: -$32,3972022Revenue 2023: $43,889Expenses 2023: $69,317Net Income 2023: -$25,4282023Revenue 2024: $80,358Expenses 2024: $67,605Net Income 2024: $12,7532024

Highlighted filing

2021

Revenue$32,097
Expenses$89,996
Net Income-$57,899
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Aug 31, 2022
Return Version
2021v4.2
Gross Receipts
$320,461
Mission and Program Overview

Mission

The promotion of benevolence, the dispensation of charity, the construction, maintenance, and operation of a building for the use of masonic bodies and others.

The promotion of benevolence, the dispensation of charity, the maintenance, and operation of a building for the use of masonic bodies and others.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$1,056,886$1,128,420▲ $71,534
Land, Buildings, and Equipment, Net$597,735$563,843▼ $33,892
Cash and Non-Interest-Bearing Accounts$20,013$43,511▲ $23,498
Total Assets$1,674,634$1,735,774▲ $61,140
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$969,608$1,030,747▲ $61,139
Net Assets With Donor Restrictions$705,026$705,027▲ $1
Total Net Assets Fund Balance$1,674,634$1,735,774▲ $61,140
Total Liabilities and Net Assets / Fund Balance$1,674,634$1,735,774▲ $61,140

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$334,843$57,693-
Equipment$229,000$210,658-
Compensation and Service Providers
Top Officer Pay54th percentile

Board Members and Trustees

NameTitle
Josh HorekPresident
Larry LymanVice President
Tom HillTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$5,600
Program Service Revenue
$0
Investment Income
$24,697
Other Revenue
$1,800
All Other Contributions
$5,600
Change in Net Assets
$-57,899
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$84,996
Grants and Similar Amounts Paid$5,000
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Depreciation Depletion-$33,892-$33,892
Other Expenses-$12,167-$12,167
Fees for Service Investment Mgmnt Fees-$10,233-$10,233
Insurance-$6,820-$6,820
Grants to Domestic Orgs$5,000--$5,000
All Other Expenses-$2,283-$2,283
Fees for Services Accounting-$325-$325
Total Functional Expenses$5,000$84,996$0$89,996
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
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Annual disclosure for covered persons
Yes
Backup withholding compliance
No
Business relationship with 35% controlled entity
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
No
Management duties delegated
No

Governance Explanations

Form 990 governing body review Part VI line 11

“Governing body reviewed form 990 prior to submission”

Conflict of interest policy compliance Part VI line 12C

“Organization complies with its conflict of interest policy”

Governing documents etc available to public Part VI line 19

“Documents are available to the public by request and are available at its office at 926 west fifth street, winona, mn 55987”

Filing and Contact Details

Filer

Filer Name
Winona Masonic Benevolent Assoc
EIN
41-0616665
Address
926 WEST FIFTH STREET, Winona, MN 55987

Signing Officer

Name
Tom Hill
Title
Treasurer
Phone
5074290146
Signed
2022-08-31
Discuss with paid preparer
No

Organization Details

Formed
1908
Legal Domicile
Mn
Voting Board Members
5
Independent Board Members
5
Employees
0

Preparer

Firm
Valley Accounting Service
Address
4910 W 9TH ST, Winona, MN 55987-1221
Preparer
Blake Pickart
Phone
5074297688
Supplemental Narrative

Additional Explanations

Explanation of other changes in net assets or fund balances Part XI line 9

“Margin interest = ($9,997)depreciation = ($35,764)payoff margin debt = ($79,575)”

Raw XML Appendix302 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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ReturnHeader/Filer/USAddress/ZIPCd055987
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0VALLEY ACCOUNTING SERVICE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt04910 W 9TH ST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Winona
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0559871221
ReturnHeader/PreparerPersonGrp/PhoneNum05074297688
ReturnHeader/PreparerPersonGrp/PreparationDt02022-08-25
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BLAKE PICKART
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02022-08-25T16:18:53-04:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0TOM
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0HILL
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

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Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,735,774
Liabilities
$0
Net assets
$1,735,774
Revenue
$32,097
Expenses
$89,996
Net income
-$57,899
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.63$0.00$1.63$0.08$0.07$0.01
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.62$0.00$1.62$0.04$0.07$0.03
2022Detailed filing. Detailed filing data is available for this year.$1.64$0.00$1.64$0.04$0.07$0.03
2021Detailed filing. Detailed filing data is available for this year.$1.74$0.00$1.74$0.03$0.09$0.06
2019Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$1.62$0.00$1.62$0.11$0.08$0.03
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.03$0.56$1.48$0.17$0.06$0.11
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.88$0.24$1.64$0.05$0.04$0.01
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.45$0.00$1.45$0.06$0.01$0.05
2014Detailed filing. Detailed filing data is available for this year.$1.44$0.00$1.44$0.12$0.01$0.11
2013Detailed filing. Detailed filing data is available for this year.$1.27$0.00$1.27$0.17$0.08$0.09
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.14$0.00$1.14$0.01
2011Summary only. Only limited summary data is available for this year.$1.05$0.00$1.05$0.04$0.01$0.03
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2021 filings • 501(c)2 • $1M-$5M nonprofits