Civic Intelligence

Shively Lodge 951 F&Am

EIN 61-0910001 • 501(c)8 • Taylorsville, KY

Profile

Promotion of character & fellowship among membership

1056 Johnson LaneTaylorsville, KY 40071

n/A

Siviq Scores

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

Liabilities / Assets

27th percentile

0.00x

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

501(c)8 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

27th percentile

0.00x

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

501(c)8 • $1M-$5M nonprofits • Source year 2024

Net Margin

89th percentile

44%

Higher net margin than 89% of similar nonprofits.

501(c)8 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

46th percentile

$0

Higher top officer pay than 46% of similar nonprofits.

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

501(c)8 • $1M-$5M nonprofits • Source year 2024

Asset Growth

66th percentile

6.9%

Faster asset growth than 66% of similar nonprofits.

501(c)8 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

14th percentile

-17%

Faster revenue growth than 14% of similar nonprofits.

501(c)8 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets27th percentile

Assets

Up

$977,256

Up $32,971 (+3.5%) from 2022

Liabilities

Flat

$0

Flat from 2022

Net Assets

Up

$977,256

Up $32,971 (+3.5%) from 2022

Operations
Liabilities / Revenue27th percentileNet Margin89th percentile

Revenue

Up

$59,586

Up $83,414 (+350%) from 2022

Expenses

Up

$59,769

Up $18,169 (+44%) from 2022

Net Income

Up

-$183

Up $65,245 (+100%) from 2022

Trend Graphs

Balance Sheet Trend

Asset Growth66th percentile

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

$1.5M$1.0M$500K$0Assets 2011: $569,143Liabilities 2011: $0Net Assets 2011: $569,1432011Assets 2012: $567,918Liabilities 2012: $0Net Assets 2012: $567,9182012Assets 2013: $540,690Liabilities 2013: $0Net Assets 2013: $540,6902013Assets 2014: $522,713Liabilities 2014: $0Net Assets 2014: $522,7132014Assets 2015: $498,459Liabilities 2015: $02015Assets 2016: $480,459Net Assets 2016: $480,4592016Assets 2017: $473,535Net Assets 2017: $473,5352017Assets 2018: $452,854Net Assets 2018: $452,8542018Assets 2019: $442,579Liabilities 2019: $02019Assets 2020: $975,560Liabilities 2020: $0Net Assets 2020: $975,5602020Assets 2021: $1,009,713Liabilities 2021: $0Net Assets 2021: $1,009,7132021Assets 2022: $944,285Liabilities 2022: $0Net Assets 2022: $944,2852022Assets 2023: $977,256Liabilities 2023: $0Net Assets 2023: $977,2562023

Highlighted filing

2023

Assets$977,256
Liabilities$0
Net Assets$977,256
Open 2023 Filing

Operations Trend

Revenue Growth14th percentile

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

$100K$50K$0-$50K-$100KRevenue 2011: $13,874Expenses 2011: $35,278Net Income 2011: -$21,4042011Revenue 2012: $34,590Expenses 2012: $35,815Net Income 2012: -$1,2252012Revenue 2013: $64,398Expenses 2013: $91,626Net Income 2013: -$27,2282013Revenue 2014: $30,955Expenses 2014: $48,932Net Income 2014: -$17,9772014Revenue 2015: $46,177Expenses 2015: $70,431Net Income 2015: -$24,2542015Revenue 2016: $45,913Expenses 2016: $63,913Net Income 2016: -$18,0002016Revenue 2017: $32,780Expenses 2017: $39,704Net Income 2017: -$6,9242017Revenue 2018: $31,961Expenses 2018: $52,642Net Income 2018: -$20,6812018Revenue 2019: $33,846Expenses 2019: $44,121Net Income 2019: -$10,2752019Revenue 2020: $35,865Expenses 2020: $23,721Net Income 2020: $12,1442020Revenue 2021: $69,605Expenses 2021: $35,452Net Income 2021: $34,1532021Revenue 2022: -$23,828Expenses 2022: $41,600Net Income 2022: -$65,4282022Revenue 2023: $59,586Expenses 2023: $59,769Net Income 2023: -$1832023

Highlighted filing

2023

Revenue$59,586
Expenses$59,769
Net Income-$183
Open 2023 Filing

Filings

Most recent year

2023 • Form 990Summary only. Only limited summary data is available for this year.

Open filing
Assets
$977,256
Liabilities
$0
Net assets
$977,256
Revenue
$59,586
Expenses
$59,769
Net income
-$183
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Summary only. Only limited summary data is available for this year.$0.98$0.00$0.98$0.06$0.06$0.00
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.94$0.00$0.94$0.02$0.04$0.07
2021Summary only. Only limited summary data is available for this year.$1.01$0.00$1.01$0.07$0.04$0.03
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.98$0.00$0.98$0.04$0.02$0.01
2019Summary only. Only limited summary data is available for this year.$0.44$0.00$0.03$0.04$0.01
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.45$0.45$0.03$0.05$0.02
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.47$0.47$0.03$0.04$0.01
2016Detailed filing. Detailed filing data is available for this year.$0.48$0.48$0.05$0.06$0.02
2015Summary only. Only limited summary data is available for this year.$0.50$0.00$0.05$0.07$0.02
2014Summary only. Only limited summary data is available for this year.$0.52$0.00$0.52$0.03$0.05$0.02
2013Summary only. Only limited summary data is available for this year.$0.54$0.00$0.54$0.06$0.09$0.03
2012Summary only. Only limited summary data is available for this year.$0.57$0.00$0.57$0.03$0.04$0.00
2011Summary only. Only limited summary data is available for this year.$0.57$0.00$0.57$0.01$0.04$0.02
Latest Detailed Filing

The latest 2023 filing currently has summary financial data only. Showing the latest detailed filing from 2016 below.

Jump To
Filing Snapshot
Filing Period
Dec 1, 2015 to Nov 30, 2016
Signed
Mar 24, 2017
Return Version
2015v3.0
Gross Receipts
$45,913
Mission and Program Overview

Mission

Promotion of character & fellowship among membership

Program Services

DescriptionGrantsExpenses
PROMOTION OF CHARACTER & FELLOWSHIP AMONG MEMBERSHIP--
Compensation and Service Providers
Top Officer Pay46th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
SEE ATTACHED LISTPresident-$0--
Filing and Contact Details

Filer

Filer Name
Shively Lodge 951 F&am
EIN
61-0910001
Address
1056 JOHNSON LANE, TAYLORSVILLE, KY 40071

Signing Officer

Name
Ray
Title
Carman
Signed
2017-03-24
Discuss with paid preparer
Yes

Preparer

Firm
Stephens & Lawson
Address
5203 Dixie Hwy, Louisville, KY 40216
Preparer
Roger Bloyd CPA
Phone
5024484376
Supplemental Narrative

Additional Explanations

Other Expenses.1009

“Depreciation $3805”

Other Expenses.1

“REAL ESTATE TAXES $12009”

Other Expenses.2

“UTILITIES $11608”

Other Expenses.3

“SUPPLIES $4722”

Other Expenses.4

“SECRETARYS EXPENSE $1850”

Other Expenses.5

“MISCELLANEOUS $1199”

Other Expenses.6

“TREASURERS EXPENSE $500”

Other Expenses.7

“BANK FEES $365”

Other Expenses.8

“TILERS EXPENSE $120”

Other Expenses.9

“Other payments to grand lodge $77”

Raw XML Appendix110 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/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BenefitsPaidToOrForMembersAmt04048
IRS990EZ/BooksInCareOfDetail/PersonNm0RAY CARMAN
IRS990EZ/BooksInCareOfDetail/PhoneNum05024772038
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt01056 JOHNSON LANE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0TAYLORSVILLE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0KY
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd040071
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0361841
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0347646
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt011891
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-18000
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt04597
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0498459
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0480459
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrantsAndSimilarAmountsPaidAmt03351
IRS990EZ/GrossReceiptsAmt045913
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt022129
IRS990EZ/LandAndBuildingsGrp/BOYAmt0136618
IRS990EZ/LandAndBuildingsGrp/EOYAmt0132813
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0498459
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0480459
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0498459
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0480459
IRS990EZ/OccupancyRentUtltsAndMaintAmt015662
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0SEE ATTACHED LIST
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt036255
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0PROMOTION OF CHARACTER & FELLOWSHIP AMONG MEMBERSHIP
IRS990EZ/ProgramServiceRevenueAmt011893
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROMOTION OF CHARACTER & FELLOWSHIP AMONG MEMBERSHIP
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt063913
IRS990EZ/TotalRevenueAmt045913
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Depreciation $3805
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1REAL ESTATE TAXES $12009
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2UTILITIES $11608
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3SUPPLIES $4722
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4SECRETARYS EXPENSE $1850
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5MISCELLANEOUS $1199
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6TREASURERS EXPENSE $500
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7BANK FEES $365
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8TILERS EXPENSE $120
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9OTHER PAYMENTS TO GRAND LODGE $77
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1009
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.7
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Other Expenses.9
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0RAY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CARMAN
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-03-24
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SHIVELY LODGE 951 F&AM
ReturnHeader/Filer/BusinessNameControlTxt0SHIV
ReturnHeader/Filer/EIN0610910001
ReturnHeader/Filer/USAddress/AddressLine1Txt01056 JOHNSON LANE
ReturnHeader/Filer/USAddress/CityNm0TAYLORSVILLE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0KY
ReturnHeader/Filer/USAddress/ZIPCd040071
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Stephens & Lawson
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt05203 Dixie Hwy
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Louisville
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0KY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd040216
ReturnHeader/PreparerPersonGrp/PhoneNum05024484376
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Roger Bloyd CPA
ReturnHeader/ReturnTs02017-03-24T10:17:18-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-12-01
ReturnHeader/TaxPeriodEndDt02016-11-30
ReturnHeader/TaxYr02015

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