Civic Intelligence

Sierra Masonic Family Club

EIN 77-0007267 • 501(c)7 • Morro Bay, CA

Profile

To promote social interaction amongst its members. To secure grounds for permanent cabins or homes for members and their families. To establish and maintain roadways, domestic water supply and healthy environmental conditions. To erect suitable buildings and other equipment for the entertainment and amusement of the residents.

482 Kern AvenueMorro Bay, CA 93442

n/A

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2025

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2025

Net Margin

3rd percentile

-194%

Higher net margin than 3% of similar nonprofits.

501(c)7 • <$500k nonprofits • Source year 2025

Top Officer Pay

94th percentile

$0

Higher top officer pay than 94% of similar nonprofits.

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

501(c)7 • <$500k nonprofits • Source year 2025

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2025

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2025

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

$250,807

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

$250,807

No earlier filing loaded for comparison.

Operations
Liabilities / RevenueScore unavailableNet Margin3rd percentile

Revenue

$8,248

No earlier filing loaded for comparison.

Expenses

$24,232

No earlier filing loaded for comparison.

Net Income

-$15,984

No earlier filing loaded for comparison.

Trend Graphs

Balance Sheet Trend

Asset GrowthScore unavailable

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

$300K$200K$100K$0Assets 2025: $250,807Net Assets 2025: $250,8072025

Highlighted filing

2025

Assets$250,807
Liabilities-
Net Assets$250,807
Open 2025 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$40K$20K$0-$20KRevenue 2025: $8,248Expenses 2025: $24,232Net Income 2025: -$15,9842025

Highlighted filing

2025

Revenue$8,248
Expenses$24,232
Net Income-$15,984
Open 2025 Filing

Filings

Most recent year

2025 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$250,807
Liabilities
-
Net assets
$250,807
Revenue
$8,248
Expenses
$24,232
Net income
-$15,984
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$2.51$2.51$0.08$0.24$0.16
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Nov 20, 2025
Return Version
2024v5.2
Gross Receipts
$76,615
Mission and Program Overview

Mission

To promote social interaction amongst its members. To secure grounds for permanent cabins or homes for members and their families. To establish and maintain roadways, domestic water supply and healthy environmental conditions. To erect suitable buildings and other equipment for the entertainment and amusement of the residents.

Program Services

DescriptionGrantsExpenses
TO PROMOTE SOCIAL INTERACTION AMONGST ITS MEMBERS. TO SECURE GROUNDS FOR PERMANENT CABINS OR HOMES FOR MEMBERS AND THEIR FAMILIES. TO ESTABLISH AND MAINTAIN ROADWAYS, DOMESTIC WATER SUPPLY AND HEALTHY ENVIRONMENTAL CONDITIONS. TO ERECT SUITABLE BUILDINGS AND OTHER EQUIPMENT FOR THE ENTERTAINMENT AND AMUSEMENT OF THE RESIDENTS.-$21,809
Compensation and Service Providers
Top Officer Pay94th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
RICK CARLSTROMTreasurer-$0--
KAREN CARLSTROMSecretary-$0--
SCOTT EDGERLYPresident-$0--
LYNN SIMMONSVice President-$0--
Filing and Contact Details

Filer

Filer Name
Sierra Masonic Family Club
EIN
77-0007267
Address
482 KERN AVENUE, MORRO BAY, CA 93442

Signing Officer

Name
Rick Carlstrom
Title
Treasurer
Signed
2025-11-20
Discuss with paid preparer
Yes

Preparer

Firm
Cayucos Tax Service
Address
10 N Ocean Ave Suite 111, Cayucos, CA 93430
Preparer
Heather Newsom EA
Phone
8059955049
Supplemental Narrative

Additional Explanations

Other Expenses.1002

“Office Expenses $330”

Other Expenses.1012

“Insurance $1923”

Raw XML Appendix112 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/BooksInCareOfDetail/PersonNm0RICK CARLSTROM
IRS990EZ/BooksInCareOfDetail/PhoneNum05597406413
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0482 KERN AVENUE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0MORRO BAY
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd093442
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0266791
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0250807
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt015100
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt068367
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-15984
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0350
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0266791
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0250807
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GainOrLossFromSaleOfAssetsAmt0-10434
IRS990EZ/GrossReceiptsAmt076615
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt03582
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0266791
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0250807
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0266791
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0250807
IRS990EZ/OccupancyRentUtltsAndMaintAmt021556
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0RICK CARLSTROM
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1KAREN CARLSTROM
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2SCOTT EDGERLY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3LYNN SIMMONS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Vice President
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt02253
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO PROMOTE SOCIAL INTERACTION AMONGST ITS MEMBERS. TO SECURE GROUNDS FOR PERMANENT CABINS OR HOMES FOR MEMBERS AND THEIR FAMILIES. TO ESTABLISH AND MAINTAIN ROADWAYS, DOMESTIC WATER SUPPLY AND HEALTHY ENVIRONMENTAL CONDITIONS. TO ERECT SUITABLE BUILDINGS AND OTHER EQUIPMENT FOR THE ENTERTAINMENT AND AMUSEMENT OF THE RESIDENTS.
IRS990EZ/PrintingPublicationsPostageAmt073
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0TO PROMOTE SOCIAL INTERACTION AMONGST ITS MEMBERS. TO SECURE GROUNDS FOR PERMANENT CABINS OR HOMES FOR MEMBERS AND THEIR FAMILIES. TO ESTABLISH AND MAINTAIN ROADWAYS, DOMESTIC WATER SUPPLY AND HEALTHY ENVIRONMENTAL CONDITIONS. TO ERECT SUITABLE BUILDINGS AND OTHER EQUIPMENT FOR THE ENTERTAINMENT AND AMUSEMENT OF THE RESIDENTS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt021809
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SaleOfAssetsGrossAmt057933
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt024232
IRS990EZ/TotalProgramServiceExpensesAmt021809
IRS990EZ/TotalRevenueAmt08248
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Office Expenses $330
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Insurance $1923
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1012
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0RICK CARLSTROM
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-20
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SIERRA MASONIC FAMILY CLUB
ReturnHeader/Filer/BusinessNameControlTxt0SIER
ReturnHeader/Filer/EIN0770007267
ReturnHeader/Filer/USAddress/AddressLine1Txt0482 KERN AVENUE
ReturnHeader/Filer/USAddress/CityNm0MORRO BAY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd093442
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0753183133
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Cayucos Tax Service
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt010 N Ocean Ave Suite 111
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Cayucos
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd093430
ReturnHeader/PreparerPersonGrp/PhoneNum08059955049
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Heather Newsom EA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02025-12-08T11:07:23-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

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