Civic Intelligence

Warren Lodge 51 Ancient Free&Accepted Masons of MD

990 • Fiscal year 2019 • EIN 52-0226286

Jan 01, 2019 to Dec 31, 2019 • Filed on May 20, 2020

304 International CircleHunt Valley, MD 21030-1300

(410) 655-7580

Siviq Scores

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

Liabilities / Assets

26th percentile

0.00x

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

2019 filings • 501(c)8 • $500k-$1M nonprofits • Source year 2019

Liabilities / Revenue

25th percentile

0.00x

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

2019 filings • 501(c)8 • $500k-$1M nonprofits • Source year 2019

Net Margin

14th percentile

-21%

Higher net margin than 14% of similar nonprofits.

2019 filings • 501(c)8 • $500k-$1M nonprofits • Source year 2019

Top Officer Pay

51st percentile

$0

Higher top officer pay than 51% of similar nonprofits.

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

2019 filings • 501(c)8 • $500k-$1M nonprofits • Source year 2019

Asset Growth

84th percentile

11%

Faster asset growth than 84% of similar nonprofits.

2019 filings • 501(c)8 • $500k-$1M nonprofits • Annualized from 2018 to 2019

Revenue Growth

10th percentile

-26%

Faster revenue growth than 10% of similar nonprofits.

2019 filings • 501(c)8 • $500k-$1M nonprofits • Annualized from 2018 to 2019

Assets

Up

$760,104

Up $73,971 (+11%) from 2018

Net Assets

Up

$760,104

Up $73,971 (+11%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue

Down

$41,309

Down $14,427 (-26%) from 2018

Expenses

Up

$49,926

Up $2,062 (+4.3%) from 2018

Net Income

Down

-$8,617

Down $16,489 (-209%) from 2018

Historical Trend

Balance Sheet Trend

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

$1.0M$500K$0Assets 2011: $713,166Liabilities 2011: $0Net Assets 2011: $713,1662011Assets 2012: $686,455Liabilities 2012: $0Net Assets 2012: $686,4552012Assets 2013: $706,483Liabilities 2013: $0Net Assets 2013: $706,4832013Assets 2014: $695,538Liabilities 2014: $0Net Assets 2014: $695,5382014Assets 2015: $671,081Liabilities 2015: $0Net Assets 2015: $671,0812015Assets 2016: $680,410Liabilities 2016: $0Net Assets 2016: $680,4102016Assets 2017: $742,469Liabilities 2017: $0Net Assets 2017: $742,4692017Assets 2018: $686,133Liabilities 2018: $0Net Assets 2018: $686,1332018Assets 2019: $760,104Liabilities 2019: $0Net Assets 2019: $760,1042019Assets 2020: $826,289Liabilities 2020: $0Net Assets 2020: $826,2892020Assets 2021: $921,355Liabilities 2021: $0Net Assets 2021: $921,3552021Assets 2022: $756,236Liabilities 2022: $0Net Assets 2022: $756,2362022Assets 2023: $884,606Liabilities 2023: $0Net Assets 2023: $884,6062023Assets 2024: $963,086Liabilities 2024: $0Net Assets 2024: $963,0862024

Highlighted filing

2019

Assets$760,104
Liabilities$0
Net Assets$760,104

Operations Trend

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

$300K$200K$100K$0-$100KExpenses 2011: $65,7752011Expenses 2012: $85,3922012Revenue 2013: $41,523Expenses 2013: $62,837Net Income 2013: -$21,3142013Revenue 2014: $86,801Expenses 2014: $45,613Net Income 2014: $41,1882014Revenue 2015: $46,798Expenses 2015: $40,844Net Income 2015: $5,9542015Revenue 2016: $29,988Expenses 2016: $39,900Net Income 2016: -$9,9122016Revenue 2017: $51,868Expenses 2017: $44,881Net Income 2017: $6,9872017Revenue 2018: $55,736Expenses 2018: $47,864Net Income 2018: $7,8722018Revenue 2019: $41,309Expenses 2019: $49,926Net Income 2019: -$8,6172019Revenue 2020: $41,909Expenses 2020: $34,612Net Income 2020: $7,2972020Revenue 2021: $225,209Expenses 2021: $26,399Net Income 2021: $198,8102021Revenue 2022: -$34,098Expenses 2022: $51,231Net Income 2022: -$85,3292022Revenue 2023: $12,073Expenses 2023: $34,960Net Income 2023: -$22,8872023Revenue 2024: $34,653Expenses 2024: $34,689Net Income 2024: -$362024

Highlighted filing

2019

Revenue$41,309
Expenses$49,926
Net Income-$8,617
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
May 20, 2020
Return Version
2019v5.0
Gross Receipts
$93,525
Mission and Program Overview

Mission

FRATERNAL ACTIVITIES

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$686,133$760,104▲ $73,971
Investments in Publicly Traded Securities$664,791$742,949▲ $78,158
Cash and Non-Interest-Bearing Accounts$21,342$17,155▼ $4,187
Total Assets$686,133$760,104▲ $73,971
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$686,133$760,104▲ $73,971
Total Liabilities and Net Assets / Fund Balance$686,133$760,104▲ $73,971
Compensation and Service Providers

Board Members and Trustees

NameTitle
George J ChristoffJunior Warde
Richard W PetrySecretary
Irvin J CrowlSenior Warde
Joseph H Pyles IiiTreasurer
John P MitchellWorshipful M
Revenue and Support

Revenue Composition

Contributions and Grants
$15,091
Program Service Revenue
$0
Investment Income
$26,218
Other Revenue
$0
All Other Contributions
$2,347
Change in Net Assets
$-8,617
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$35,672
Grants and Similar Amounts Paid$9,584
Salaries, Compensation, and Employee Benefits$4,670
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals---$9,584
Office Expenses---$6,056
Fees for Service Investment Mgmnt Fees---$5,648
Other Salaries and Wages---$4,670
Occupancy---$1,650
Fees for Services Accounting---$1,200
Other Expenses---$570
All Other Expenses---$376
Total Functional Expenses$0$0$0$49,926
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
Annual disclosure for covered persons
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, Page 6, Part VI, Line 11B

No review was or will be conducted.

Form 990, Page 6, Part VI, Line 19

No documents available to the public

Filing and Contact Details

Filer

Filer Name
Warren Lodge 51
EIN
52-0226286
Phone
4106557580
Address
304 INTERNATIONAL CIRCLE, HUNT VALLEY, MD 21030-1300

Signing Officer

Name
Richard W Petry
Title
Secretary
Signed
2020-05-20

Organization Details

Principal Officer
Richard W Petry
Legal Domicile
Md
Voting Board Members
5
Independent Board Members
0
Employees
2

Preparer

Firm
Donald & Appel LLC
Address
6 RESERVOIR CIRCLE SUITE 200, BALTIMORE, MD 21208-7300
Preparer
William L Appel
Phone
4104842442
Supplemental Narrative

Additional Explanations

Form 990, Page 2, Part III, Line 4D

GRANTS AND ALLOCATIONS

Form 990, Part XI, Line 9

Market value increase (decrease) 82,588 rounding 0 total 82,588

Raw XML Appendix264 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
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IRS990/EmployeeCnt02
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IRS990/Form990PartVIISectionAGrp/PersonNm3JOSEPH H PYLES III
IRS990/Form990PartVIISectionAGrp/PersonNm4IRVIN J CROWL
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/TitleTxt0SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt1WORSHIPFUL M
IRS990/Form990PartVIISectionAGrp/TitleTxt2JUNIOR WARDE
IRS990/Form990PartVIISectionAGrp/TitleTxt3TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt4SENIOR WARDE
IRS990/Form990ProvidedToGvrnBodyInd0false
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/GainOrLossGrp/SecuritiesAmt0-810
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt05
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt09584
IRS990/GrantsToIndividualsInd0true
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt051406
IRS990/GrossReceiptsAmt093525
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt00
IRS990/IndoorTanningServicesInd0false
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IRS990/InvestmentIncomeGrp/ExclusionAmt027028
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt027028
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0664791
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0742949
IRS990/IRPDocumentCnt02
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0MD
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt052216
IRS990/LoanOutstandingInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembershipDuesAmt012744
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0FRATERNAL ACTIVITIES
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt0686133
IRS990/NetAssetsOrFundBalancesEOYAmt0760104
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt0-810
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-810
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/TotalAmt01650
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IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt082588
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IRS990/OtherExpensesGrp/Desc1GRAND LODGE ASSESSMENTS
IRS990/OtherExpensesGrp/Desc2PINS, PLAQUES
IRS990/OtherExpensesGrp/Desc3INSURANCE
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IRS990/OtherExpensesGrp/TotalAmt21846
IRS990/OtherExpensesGrp/TotalAmt3570
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IRS990/PartialLiquidationInd0false
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0RICHARD W PETRY
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgSrvcAccomActyOtherGrp/Desc0GRANTS AND ALLOCATIONS
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt015177
IRS990/PYGrantsAndSimilarPaidAmt014315
IRS990/PYInvestmentIncomeAmt040559
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IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
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IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0686133
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0760104
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleI/GrantRecordsMaintainedInd0false
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt09584
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0WORTHY CHARITY
IRS990/ScheduleJRequiredInd0false
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0GRANTS AND ALLOCATIONS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1NO REVIEW WAS OR WILL BE CONDUCTED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2NO DOCUMENTS AVAILABLE TO THE PUBLIC
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3MARKET VALUE INCREASE (DECREASE) 82,588 ROUNDING 0 TOTAL 82,588
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 2, PART III, LINE 4D
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART XI, LINE 9
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ReturnHeader/BuildTS02020-09-22 18:59:49Z
ReturnHeader/BusinessOfficerGrp/PersonNm0RICHARD W PETRY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SECRETARY
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-05-20
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WARREN LODGE 51
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0ANCIENT FREE&ACCEPTED MASONS OF MD
ReturnHeader/Filer/BusinessNameControlTxt0WARR
ReturnHeader/Filer/EIN0520226286
ReturnHeader/Filer/PhoneNum04106557580
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ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0207.53.200.203
ReturnHeader/FilingSecurityInformation/IPDt02020-05-27
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm007:34:56
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0521843055
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0DONALD & APPEL LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt06 RESERVOIR CIRCLE SUITE 200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BALTIMORE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0212087300
ReturnHeader/PreparerPersonGrp/PhoneNum04104842442
ReturnHeader/PreparerPersonGrp/PreparationDt02020-05-20
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0WILLIAM L APPEL
ReturnHeader/ReturnTs02020-05-27T07:34:56-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$9.63$0.00$9.63$0.35$0.35$0.00
2023Detailed filing. Detailed filing data is available for this year.$8.85$0.00$8.85$0.12$0.35$0.23
2022Detailed filing. Detailed filing data is available for this year.$7.56$0.00$7.56$0.34$0.51$0.85
2021Detailed filing. Detailed filing data is available for this year.$9.21$0.00$9.21$2.25$0.26$1.99
2020Detailed filing. Detailed filing data is available for this year.$8.26$0.00$8.26$0.42$0.35$0.07
2019Detailed filing. Detailed filing data is available for this year.$7.60$0.00$7.60$0.41$0.50$0.09
2018Detailed filing. Detailed filing data is available for this year.$6.86$0.00$6.86$0.56$0.48$0.08
2017Detailed filing. Detailed filing data is available for this year.$7.42$0.00$7.42$0.52$0.45$0.07
2016Detailed filing. Detailed filing data is available for this year.$6.80$0.00$6.80$0.30$0.40$0.10
2015Detailed filing. Detailed filing data is available for this year.$6.71$0.00$6.71$0.47$0.41$0.06
2014Detailed filing. Detailed filing data is available for this year.$6.96$0.00$6.96$0.87$0.46$0.41
2013Detailed filing. Detailed filing data is available for this year.$7.06$0.00$7.06$0.42$0.63$0.21
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.86$0.00$6.86$0.85
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.13$0.00$7.13$0.66