Civic Intelligence

Sarasota Lodge No 147 Free & Accepted

EIN 59-1145106 • 501(c)10 • Sarasota, FL

Profile

Local chapter of national and state fraternal charitable organization

P O Box 15677Sarasota, FL 34277-1677

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

90th percentile

0.13x

Higher debt load relative to assets than 90% of similar nonprofits.

501(c)10 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

91st percentile

0.32x

Higher debt load relative to revenue than 91% of similar nonprofits.

501(c)10 • <$500k nonprofits • Source year 2024

Net Margin

39th percentile

-3.2%

Higher net margin than 39% of similar nonprofits.

501(c)10 • <$500k nonprofits • Source year 2024

Top Officer Pay

94th percentile

$4,800

Higher top officer pay than 94% of similar nonprofits.

Top officer pay equals 6.8% of source-year revenue.

501(c)10 • <$500k nonprofits • Source year 2024

Asset Growth

45th percentile

-0.6%

Faster asset growth than 45% of similar nonprofits.

501(c)10 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

30th percentile

-18%

Faster revenue growth than 30% of similar nonprofits.

501(c)10 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets90th percentile

Assets

Down

$174,190

Down $1,040 (-0.6%) from 2023

Liabilities

Up

$22,374

Up $1,199 (+5.7%) from 2023

Net Assets

Down

$151,816

Down $2,239 (-1.5%) from 2023

Operations
Liabilities / Revenue91st percentileNet Margin39th percentile

Revenue

Down

$70,371

Down $15,366 (-18%) from 2023

Expenses

Down

$72,610

Down $6,234 (-7.9%) from 2023

Net Income

Down

-$2,239

Down $9,132 (-132%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth45th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$200K$150K$100K$50K$0Assets 2011: $76,750Liabilities 2011: $4082011Assets 2012: $61,105Liabilities 2012: $5542012Assets 2013: $95,416Liabilities 2013: $24,815Net Assets 2013: $70,6012013Assets 2014: $77,200Liabilities 2014: $24,053Net Assets 2014: $53,1472014Assets 2015: $115,652Liabilities 2015: $20,380Net Assets 2015: $95,2722015Assets 2016: $119,722Liabilities 2016: $20,821Net Assets 2016: $98,9012016Assets 2017: $122,260Liabilities 2017: $17,649Net Assets 2017: $104,6112017Assets 2018: $119,884Liabilities 2018: $18,087Net Assets 2018: $101,7972018Assets 2019: $125,149Liabilities 2019: $17,893Net Assets 2019: $107,2562019Assets 2020: $138,706Liabilities 2020: $16,775Net Assets 2020: $121,9312020Assets 2021: $152,171Liabilities 2021: $15,415Net Assets 2021: $136,7562021Assets 2022: $161,470Liabilities 2022: $14,308Net Assets 2022: $147,1622022Assets 2023: $175,230Liabilities 2023: $21,175Net Assets 2023: $154,0552023Assets 2024: $174,190Liabilities 2024: $22,374Net Assets 2024: $151,8162024

Highlighted filing

2024

Assets$174,190
Liabilities$22,374
Net Assets$151,816
Open 2024 Filing

Operations Trend

Revenue Growth30th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$100K$50K$0-$50KRevenue 2011: $77,502Expenses 2011: $47,307Net Income 2011: $30,1952011Revenue 2012: $32,357Expenses 2012: $48,148Net Income 2012: -$15,7912012Revenue 2013: $33,508Expenses 2013: $46,782Net Income 2013: -$13,2742013Revenue 2014: $27,162Expenses 2014: $44,616Net Income 2014: -$17,4542014Revenue 2015: $31,811Expenses 2015: $38,495Net Income 2015: -$6,6842015Revenue 2016: $51,566Expenses 2016: $48,886Net Income 2016: $2,6802016Revenue 2017: $53,405Expenses 2017: $47,977Net Income 2017: $5,4282017Revenue 2018: $46,941Expenses 2018: $49,755Net Income 2018: -$2,8142018Revenue 2019: $51,392Expenses 2019: $45,933Net Income 2019: $5,4592019Revenue 2020: $56,797Expenses 2020: $42,122Net Income 2020: $14,6752020Revenue 2021: $67,155Expenses 2021: $52,330Net Income 2021: $14,8252021Revenue 2022: $66,689Expenses 2022: $56,283Net Income 2022: $10,4062022Revenue 2023: $85,737Expenses 2023: $78,844Net Income 2023: $6,8932023Revenue 2024: $70,371Expenses 2024: $72,610Net Income 2024: -$2,2392024

Highlighted filing

2024

Revenue$70,371
Expenses$72,610
Net Income-$2,239
Open 2024 Filing

Filings

Most recent year

2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$174,190
Liabilities
$22,374
Net assets
$151,816
Revenue
$70,371
Expenses
$72,610
Net income
-$2,239
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.74$0.22$1.52$0.70$0.73$0.02
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.75$0.21$1.54$0.86$0.79$0.07
2022Detailed filing. Detailed filing data is available for this year.$1.61$0.14$1.47$0.67$0.56$0.10
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.52$0.15$1.37$0.67$0.52$0.15
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.39$0.17$1.22$0.57$0.42$0.15
2019Detailed filing. Detailed filing data is available for this year.$1.25$0.18$1.07$0.51$0.46$0.05
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.20$0.18$1.02$0.47$0.50$0.03
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.22$0.18$1.05$0.53$0.48$0.05
2016Detailed filing. Detailed filing data is available for this year.$1.20$0.21$0.99$0.52$0.49$0.03
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.16$0.20$0.95$0.32$0.38$0.07
2014Detailed filing. Detailed filing data is available for this year.$0.77$0.24$0.53$0.27$0.45$0.17
2013Detailed filing. Detailed filing data is available for this year.$0.95$0.25$0.71$0.34$0.47$0.13
2012Summary only. Only limited summary data is available for this year.$0.61$0.01$0.32$0.48$0.16
2011Summary only. Only limited summary data is available for this year.$0.77$0.00$0.78$0.47$0.30
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 14, 2025
Return Version
2024v5.2
Gross Receipts
$70,371
Mission and Program Overview

Mission

Local chapter of national and state fraternal charitable organization

Program Services

DescriptionGrantsExpenses
CHARITABLE DONATIONS TO VARIOUS ORGANIZATIONS$0$0
Compensation and Service Providers
Top Officer Pay94th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
RANDALL D CURRIERSecretary-$4,800-$4,800
CHARLES WOLBERT IVSenior Warden-$0--
ZACHARY WIEGELEWorshipful Master-$0--
JAYSON QUINNTreasurer-$0--
SHAWN COONEYJunior Warden-$0--
Filing and Contact Details

Filer

Filer Name
Sarasota Lodge No 147 Free & Accepted
EIN
59-1145106
Phone
9419532792
Address
P O BOX 15677, SARASOTA, FL 34277-1677

Signing Officer

Name
Charles Wolbert Iv
Title
Worshipful Master
Phone
9416856719
Signed
2025-11-14
Discuss with paid preparer
Yes

Preparer

Firm
Cavanaugh & Co Llp
Address
2381 FRUITVILLE ROAD, SARASOTA, FL 34237
Preparer
Michael R Pender
Phone
9413662983
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 4 - Other Investment Income

“Description: interest income. Amount: 2.”

Form 990-ez, Part I, Line 7 - Sales of Inventory

“Income: gross receipts: 1,572. Returns and allowances: 0. Less cost of goods sold: 0. Gross profit: 1,572.”

Form 990-ez, Part I, Line 8 - Other Revenue

“Description: parking lot rent. Amount: 9,271. Description: sales tax collected. Amount: 546. Total to form 990-ez, line 8: 9,817.”

Form 990-ez, Part I, Line 14

“Description: depreciation. Amount: 1,604. Description: other expenses. Amount: 24,758. Total to form 990-ez, line 14: 26,362.”

Form 990-ez, Part I, Line 16 - Other Expenses

“Description: charity. Amount: 2,073. Description: payroll taxes. Amount: 369. Description: office expense. Amount: 791. Description: postage. Amount: 1,282. Description: payments to affiliates - per capita. Amount: 11,685. Description: bank charges. Amount: 60. Description: fraternal activities. Amount: 2,148. Description: sales tax expense. Amount: 488. Description: marketing. Amount: 635. Description: member awards and paraphernalia. Amount: 1,611. Description: membership fee. Amount: 3,859. Total to form 990-ez, line 16: 25,001.”

Form 990-ez, Part II, Line 26 - Other Liabilities

“Description: deferred revenue. Beg. Of year amount: 21,175. End of year amount: 22,374.”

Raw XML Appendix136 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/ActivitiesNotPreviouslyRptInd00
IRS990EZ/BooksInCareOfDetail/PersonNm0JAYSON QUINN
IRS990EZ/BooksInCareOfDetail/PhoneNum09419532792
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0LODGE BUILDING 2160 MAIN STREET
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0SARASOTA
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0FL
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd034237
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0121017
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0121581
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/ContributionsGiftsGrantsEtcAmt010987
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/ExcessOrDeficitForYearAmt0-2239
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt012779
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0175230
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0174190
IRS990EZ/GrossProfitLossSlsOfInvntryAmt01572
IRS990EZ/GrossReceiptsAmt070371
IRS990EZ/GrossSalesOfInventoryAmt01572
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InvestmentIncomeAmt02
IRS990EZ/LandAndBuildingsGrp/BOYAmt054213
IRS990EZ/LandAndBuildingsGrp/EOYAmt052609
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MembershipDuesAmt047993
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0154055
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0151816
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0154055
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0151816
IRS990EZ/OccupancyRentUtltsAndMaintAmt026362
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt22.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt33.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt43.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt34800
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0CHARLES WOLBERT IV
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1ZACHARY WIEGELE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JAYSON QUINN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3RANDALL D CURRIER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4SHAWN COONEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0SENIOR WARDEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1WORSHIPFUL MASTER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4JUNIOR WARDEN
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt025001
IRS990EZ/OtherRevenueTotalAmt09817
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0LOCAL CHAPTER OF NATIONAL AND STATE FRATERNAL CHARITABLE ORGANIZATION
IRS990EZ/PrintingPublicationsPostageAmt03668
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0CHARITABLE DONATIONS TO VARIOUS ORGANIZATIONS
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/SalariesOtherCompEmplBnftAmt04800
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0FL
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt021175
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt022374
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TotalExpensesAmt072610
IRS990EZ/TotalRevenueAmt070371
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0HTTP://WWW.TROWEL.COM/FLAMASON/SARASOTA147/
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INTEREST INCOME. AMOUNT: 2.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1INCOME: GROSS RECEIPTS: 1,572. RETURNS AND ALLOWANCES: 0. LESS COST OF GOODS SOLD: 0. GROSS PROFIT: 1,572.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: PARKING LOT RENT. AMOUNT: 9,271. DESCRIPTION: SALES TAX COLLECTED. AMOUNT: 546. TOTAL TO FORM 990-EZ, LINE 8: 9,817.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DESCRIPTION: DEPRECIATION. AMOUNT: 1,604. DESCRIPTION: OTHER EXPENSES. AMOUNT: 24,758. TOTAL TO FORM 990-EZ, LINE 14: 26,362.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4DESCRIPTION: CHARITY. AMOUNT: 2,073. DESCRIPTION: PAYROLL TAXES. AMOUNT: 369. DESCRIPTION: OFFICE EXPENSE. AMOUNT: 791. DESCRIPTION: POSTAGE. AMOUNT: 1,282. DESCRIPTION: PAYMENTS TO AFFILIATES - PER CAPITA. AMOUNT: 11,685. DESCRIPTION: BANK CHARGES. AMOUNT: 60. DESCRIPTION: FRATERNAL ACTIVITIES. AMOUNT: 2,148. DESCRIPTION: SALES TAX EXPENSE. AMOUNT: 488. DESCRIPTION: MARKETING. AMOUNT: 635. DESCRIPTION: MEMBER AWARDS AND PARAPHERNALIA. AMOUNT: 1,611. DESCRIPTION: MEMBERSHIP FEE. AMOUNT: 3,859. TOTAL TO FORM 990-EZ, LINE 16: 25,001.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5DESCRIPTION: DEFERRED REVENUE. BEG. OF YEAR AMOUNT: 21,175. END OF YEAR AMOUNT: 22,374.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 7 - SALES OF INVENTORY
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 8 - OTHER REVENUE
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART I, LINE 14
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990-EZ, PART II, LINE 26 - OTHER LIABILITIES
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0CHARLES WOLBERT IV
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0WORSHIPFUL MASTER
ReturnHeader/BusinessOfficerGrp/PhoneNum09416856719
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SARASOTA LODGE NO 147 FREE & ACCEPTED
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0MASONS OF FLORIDA
ReturnHeader/Filer/BusinessNameControlTxt0SARA
ReturnHeader/Filer/EIN0591145106
ReturnHeader/Filer/PhoneNum09419532792
ReturnHeader/Filer/USAddress/AddressLine1Txt0P O BOX 15677
ReturnHeader/Filer/USAddress/CityNm0SARASOTA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd0342771677
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0591954606
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CAVANAUGH & CO LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02381 FRUITVILLE ROAD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SARASOTA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd034237
ReturnHeader/PreparerPersonGrp/PhoneNum09413662983
ReturnHeader/PreparerPersonGrp/PreparationDt02025-11-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MICHAEL R PENDER
ReturnHeader/ReturnTs02025-11-17T14:29:28-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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