Civic Intelligence

Trinidad Masonic Lodge No 28

EIN 84-0005996 • 501(c)8 • Trinidad, CO

Profile

FRATERNAL ASSISTANCE

132 East Main StTrinidad, CO 81082

n/A

Siviq Scores

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

Liabilities / Assets

32nd percentile

0.00x

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

501(c)8 • $500k-$1M nonprofits • Source year 2022

Liabilities / Revenue

32nd percentile

0.00x

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

501(c)8 • $500k-$1M nonprofits • Source year 2022

Net Margin

98th percentile

81%

Higher net margin than 98% of similar nonprofits.

501(c)8 • $500k-$1M nonprofits • Source year 2022

Top Officer Pay

58th percentile

$0

Higher top officer pay than 58% of similar nonprofits.

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

501(c)8 • $500k-$1M nonprofits • Source year 2022

Asset Growth

8th percentile

-9.7%

Faster asset growth than 8% of similar nonprofits.

501(c)8 • $500k-$1M nonprofits • Annualized from 2021 to 2022

Revenue Growth

72nd percentile

21%

Faster revenue growth than 72% of similar nonprofits.

501(c)8 • $500k-$1M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets32nd percentile

Assets

Down

$598,392

Down $64,474 (-9.7%) from 2021

Liabilities

Flat

$0

Flat from 2021

Net Assets

Down

$598,392

Down $64,474 (-9.7%) from 2021

Operations
Liabilities / Revenue32nd percentileNet Margin98th percentile

Revenue

Up

$34,305

Up $5,925 (+21%) from 2021

Expenses

Down

$6,586

Down $5,624 (-46%) from 2021

Net Income

Up

$27,719

Up $11,549 (+71%) from 2021

Trend Graphs

Balance Sheet Trend

Asset Growth8th percentile

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

$800K$600K$400K$200K$0Assets 2009: $344,929Liabilities 2009: $02009Assets 2011: $398,926Liabilities 2011: $02011Assets 2012: $471,174Liabilities 2012: $02012Assets 2013: $525,588Liabilities 2013: $0Net Assets 2013: $525,5882013Assets 2014: $575,174Liabilities 2014: $0Net Assets 2014: $575,1742014Assets 2015: $549,477Liabilities 2015: $0Net Assets 2015: $549,4772015Assets 2016: $551,312Liabilities 2016: $0Net Assets 2016: $551,3122016Assets 2017: $597,774Liabilities 2017: $0Net Assets 2017: $597,7742017Assets 2018: $576,796Liabilities 2018: $0Net Assets 2018: $576,7962018Assets 2019: $633,987Liabilities 2019: $0Net Assets 2019: $633,9872019Assets 2020: $646,696Liabilities 2020: $0Net Assets 2020: $646,6962020Assets 2021: $662,866Liabilities 2021: $0Net Assets 2021: $662,8662021Assets 2022: $598,392Liabilities 2022: $0Net Assets 2022: $598,3922022

Highlighted filing

2022

Assets$598,392
Liabilities$0
Net Assets$598,392
Open 2022 Filing

Operations Trend

Revenue Growth72nd percentile

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

$100K$50K$0Revenue 2009: $38,070Expenses 2009: $20,187Net Income 2009: $17,8832009Revenue 2011: $69,139Expenses 2011: $41,528Net Income 2011: $27,6112011Revenue 2012: $60,859Expenses 2012: $34,611Net Income 2012: $26,2482012Revenue 2013: $45,641Expenses 2013: $16,922Net Income 2013: $28,7192013Revenue 2014: $34,027Expenses 2014: $15,504Net Income 2014: $18,5232014Revenue 2015: $35,409Expenses 2015: $14,062Net Income 2015: $21,3472015Revenue 2016: $36,720Expenses 2016: $13,811Net Income 2016: $22,9092016Revenue 2017: $35,740Expenses 2017: $12,958Net Income 2017: $22,7822017Revenue 2018: $36,783Expenses 2018: $7,121Net Income 2018: $29,6622018Revenue 2019: $81,156Expenses 2019: $15,081Net Income 2019: $66,0752019Revenue 2020: $38,217Expenses 2020: $6,130Net Income 2020: $32,0872020Revenue 2021: $28,380Expenses 2021: $12,210Net Income 2021: $16,1702021Revenue 2022: $34,305Expenses 2022: $6,586Net Income 2022: $27,7192022

Highlighted filing

2022

Revenue$34,305
Expenses$6,586
Net Income$27,719
Open 2022 Filing

Filings

Most recent year

2022 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$598,392
Liabilities
$0
Net assets
$598,392
Revenue
$34,305
Expenses
$6,586
Net income
$27,719
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.98$0.00$5.98$0.34$0.07$0.28
2021Detailed filing. Detailed filing data is available for this year.$6.63$0.00$6.63$0.28$0.12$0.16
2020Detailed filing. Detailed filing data is available for this year.$6.47$0.00$6.47$0.38$0.06$0.32
2019Summary only. Only limited summary data is available for this year.$6.34$0.00$6.34$0.81$0.15$0.66
2018Summary only. Only limited summary data is available for this year.$5.77$0.00$5.77$0.37$0.07$0.30
2017Summary only. Only limited summary data is available for this year.$5.98$0.00$5.98$0.36$0.13$0.23
2016Summary only. Only limited summary data is available for this year.$5.51$0.00$5.51$0.37$0.14$0.23
2015Summary only. Only limited summary data is available for this year.$5.49$0.00$5.49$0.35$0.14$0.21
2014Summary only. Only limited summary data is available for this year.$5.75$0.00$5.75$0.34$0.16$0.19
2013Summary only. Only limited summary data is available for this year.$5.26$0.00$5.26$0.46$0.17$0.29
2012Summary only. Only limited summary data is available for this year.$4.71$0.00$0.61$0.35$0.26
2011Summary only. Only limited summary data is available for this year.$3.99$0.00$0.69$0.42$0.28
2009Summary only. Only limited summary data is available for this year.$3.45$0.00$0.38$0.20$0.18
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Dec 1, 2021 to Nov 30, 2022
Signed
Apr 18, 2023
Return Version
2021v4.1
Gross Receipts
$34,305
Mission and Program Overview

Mission

FRATERNAL ASSISTANCE

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$662,866$598,392▼ $64,474
Investments in Publicly Traded Securities$659,228$587,336▼ $71,892
Cash and Non-Interest-Bearing Accounts$3,638$11,056▲ $7,418
Total Assets$662,866$598,392▼ $64,474
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$662,866$598,392▼ $64,474
Total Liabilities and Net Assets / Fund Balance$662,866$598,392▼ $64,474
Compensation and Service Providers
Top Officer Pay58th percentile

Board Members and Trustees

NameTitle
James PolandSecretary
Allen NicolTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$9,004
Program Service Revenue
$0
Investment Income
$25,301
Other Revenue
$0
All Other Contributions
$2,780
Change in Net Assets
$27,719
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$3,850
Other Expenses$2,736
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$3,850--$3,850
Other Expenses$512$0$0$512
Office Expenses$0$379$0$379
Total Functional Expenses$6,207$379$0$6,586
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
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
No
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
No
Filing and Contact Details

Filer

Filer Name
Trinidad Masonic Lodge No 28
EIN
84-0005996
Phone
7196801400
Address
132 EAST MAIN ST, TRINIDAD, CO 81082

Signing Officer

Name
Allen Nicol
Title
Treasurer
Phone
7196801400
Signed
2023-04-18

Organization Details

Principal Officer
Allen Nicol
Formed
1875
Legal Domicile
Co
Voting Board Members
80
Independent Board Members
0
Employees
0
Volunteers
20

Preparer

Firm
Dixon Waller & Co Inc
Address
164 E Main, Trinidad, CO 81082
Preparer
Robert M Dixon
Phone
7198469241
Supplemental Narrative

Additional Explanations

Pt VI, Line 11B

“A copy of the form 990 is made available at the lodge for all memebers to review prior to filing”

Pt VI, Line 19

“A copy of the form 990 is made available at the lodge for all memebers to review prior to filing”

Pt VI, Line 6

“Trinidad lodge no.28 has members and is member governed”

Pt VI, Line 7A

“The members elect officers”

Pt VI, Line 7B

“All governance decisions are decided by the membershp”

Raw XML Appendix243 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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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
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IRS990/Form990ProvidedToGvrnBodyInd0true
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IRS990/GoverningBodyVotingMembersCnt080
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt03850
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IRS990/GrantsToIndividualsInd0true
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IRS990/GrossReceiptsAmt034305
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt00
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt025301
IRS990/InvestmentIncomeGrp/UnrelatedBusinessRevenueAmt00
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0659228
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0587336
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0CO
IRS990/LoanOutstandingInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembershipDuesAmt06224
IRS990/MembersOrStockholdersInd0true
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0true
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IRS990/MissionDesc0FRATERNAL ASSISTANCE
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt0662866
IRS990/NetAssetsOrFundBalancesEOYAmt0598392
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-92193
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
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IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt0379
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IRS990/OfficeExpensesGrp/TotalAmt0379
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
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IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherExpensesGrp/Desc0GRAND LODGE PER CAPITA
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IRS990/ProhibitedTaxShelterTransInd0false
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IRS990/ReportLandBuildingEquipmentInd0false
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IRS990/ScheduleBRequiredInd0false
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0A COPY OF THE FORM 990 IS MADE AVAILABLE AT THE LODGE FOR ALL MEMEBERS TO REVIEW PRIOR TO FILING
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1A COPY OF THE FORM 990 IS MADE AVAILABLE AT THE LODGE FOR ALL MEMEBERS TO REVIEW PRIOR TO FILING
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE MEMBERS ELECT OFFICERS
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