Civic Intelligence

Free and Accepted Masons Lodi Lodge No 256

EIN 94-0636296 • 501(c)10 • Lodi, CA

Profile

A man who strives to improve himself can also improve his community and the world at large. This is the mission of the Masons of California. Through Masonic principles and tradition, we foster personal growth and improve the lives of others.

PO Box 387Lodi, CA 95241-0387
Siviq Scores

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

Liabilities / Assets

70th percentile

0.00x

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

501(c)10 • $500k-$1M nonprofits • Source year 2024

Liabilities / Revenue

71st percentile

0.00x

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

501(c)10 • $500k-$1M nonprofits • Source year 2024

Net Margin

79th percentile

45%

Higher net margin than 79% of similar nonprofits.

501(c)10 • $500k-$1M nonprofits • Source year 2024

Top Officer Pay

86th percentile

$6,000

Higher top officer pay than 86% of similar nonprofits.

Top officer pay equals 9.8% of source-year revenue.

501(c)10 • $500k-$1M nonprofits • Source year 2024

Asset Growth

63rd percentile

7.2%

Faster asset growth than 63% of similar nonprofits.

501(c)10 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Revenue Growth

80th percentile

67%

Faster revenue growth than 80% of similar nonprofits.

501(c)10 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Assets

Up

$681,980

Up $45,777 (+7.2%) from 2023

Liabilities

Down

$0

Down $5,369 (-100%) from 2023

Net Assets

Up

$681,980

Up $51,146 (+8.1%) from 2023

Revenue

Up

$61,129

Up $24,438 (+67%) from 2023

Expenses

Down

$33,448

Down $3,183 (-8.7%) from 2023

Net Income

Up

$27,681

Up $27,621 (+46035%) from 2023

Trend Graphs

Balance Sheet Trend

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

$800K$600K$400K$200K$0Assets 2011: $550,966Liabilities 2011: $8,395Net Assets 2011: $542,5712011Assets 2012: $477,153Liabilities 2012: $9,184Net Assets 2012: $467,9692012Assets 2014: $465,218Liabilities 2014: $9,7812014Assets 2016: $481,771Liabilities 2016: $7,206Net Assets 2016: $474,5652016Assets 2017: $537,358Liabilities 2017: $9,646Net Assets 2017: $527,7122017Assets 2018: $527,349Liabilities 2018: $9,370Net Assets 2018: $517,9792018Assets 2019: $606,763Liabilities 2019: $7,933Net Assets 2019: $598,8302019Assets 2020: $652,988Liabilities 2020: $7,583Net Assets 2020: $645,4052020Assets 2021: $684,402Liabilities 2021: $994Net Assets 2021: $683,4082021Assets 2022: $588,364Liabilities 2022: $3,691Net Assets 2022: $584,6732022Assets 2023: $636,203Liabilities 2023: $5,369Net Assets 2023: $630,8342023Assets 2024: $681,980Liabilities 2024: $0Net Assets 2024: $681,9802024

Highlighted filing

2024

Assets$681,980
Liabilities$0
Net Assets$681,980

Operations Trend

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

$100K$50K$0-$50KExpenses 2011: $22,9942011Expenses 2012: $19,6342012Revenue 2014: $51,780Expenses 2014: $82,948Net Income 2014: -$31,1682014Revenue 2016: $35,836Expenses 2016: $21,137Net Income 2016: $14,6992016Revenue 2017: $47,739Expenses 2017: $24,189Net Income 2017: $23,5502017Revenue 2018: $47,794Expenses 2018: $29,937Net Income 2018: $17,8572018Revenue 2019: $58,399Expenses 2019: $36,124Net Income 2019: $22,2752019Revenue 2020: $34,476Expenses 2020: $29,972Net Income 2020: $4,5042020Revenue 2021: $60,501Expenses 2021: $33,553Net Income 2021: $26,9482021Revenue 2022: $26,251Expenses 2022: $39,336Net Income 2022: -$13,0852022Revenue 2023: $36,691Expenses 2023: $36,631Net Income 2023: $602023Revenue 2024: $61,129Expenses 2024: $33,448Net Income 2024: $27,6812024

Highlighted filing

2024

Revenue$61,129
Expenses$33,448
Net Income$27,681

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$6.82$0.00$6.82$0.61$0.33$0.28
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.36$0.05$6.31$0.37$0.37$0.00
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.88$0.04$5.85$0.26$0.39$0.13
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.84$0.01$6.83$0.61$0.34$0.27
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.53$0.08$6.45$0.34$0.30$0.05
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.07$0.08$5.99$0.58$0.36$0.22
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.27$0.09$5.18$0.48$0.30$0.18
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.37$0.10$5.28$0.48$0.24$0.24
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.82$0.07$4.75$0.36$0.21$0.15
2014Summary only. Only limited summary data is available for this year.$4.65$0.10$0.52$0.83$0.31
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.77$0.09$4.68$0.20
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.51$0.08$5.43$0.23
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Oct 30, 2025
Return Version
2024v5.2
Gross Receipts
$153,993
Mission and Program Overview

Mission

A man who strives to improve himself can also improve his community and the world at large. This is the mission of the Masons of California. Through Masonic principles and tradition, we foster personal growth and improve the lives of others.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$630,834$681,980▲ $51,146
Investments in Publicly Traded Securities$437,774$478,567▲ $40,793
Investments Other Securities$147,065$147,065→ $0
Cash and Non-Interest-Bearing Accounts$50,064$56,348▲ $6,284
Land, Buildings, and Equipment, Net$1,300--
Total Assets$636,203$681,980▲ $45,777
Liabilities
Other Liabilities$5,369--
Total Liabilities$5,369$0▼ $5,369
Net Assets / Fund Balance
Total Net Assets Fund Balance$630,834$681,980▲ $51,146
Total Liabilities and Net Assets / Fund Balance$636,203$681,980▲ $45,777

Asset Categories

AssetBook ValueDepreciationBasis
Equipment-$9,287$9,287
Other Securities$147,065--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
William McVicker JrSecretaryPT$6,000$6,000

Board Members and Trustees

NameTitle
Christopher RossMaster
John HerrickSenior Warden
George LesterTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$23,843
Investment Income
$35,177
Other Revenue
$2,109
Change in Net Assets
$27,681
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$26,410
Salaries, Compensation, and Employee Benefits$6,628
Grants and Similar Amounts Paid$410
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees---$6,000
Fees for Service Investment Mgmnt Fees---$5,538
Occupancy---$3,600
Conferences and Meetings---$2,507
All Other Expenses---$1,566
Other Expenses$715--$715
Payroll Taxes---$628
Grants to Domestic Orgs---$410
Total Functional Expenses$0$0$0$33,448
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
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
Yes
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
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Members or stockholder classes and rights Part VI line 6

Voting members include Elective and Appointed officers of the lodge. Members of the lodge shall meet at stated meeting to conduct whatever business may properly come before them.

Member election for additional members Part VI line 7A

Elected officers shall be elected by written ballot or by majority vote at the annual meeting of the lodge.

Governing body decisions Part VI line 7B

Members of the lodge shall meet each month at the stated meeting to conduct whatever business may properly come before them. Any governance decision must be approved by the Lodge members.

Form 990 governing body review Part VI line 11

F&AM Lodi Lodge 256 is a subordinate lodge of the Grand Lodge of California. The Grand Lodge of California is responsible for the preparation of the Form 990 and its supporting schedules. The Grand Lodge of California tax accountant prepares the Form 990, then the controller reviews the Form 990. The controller submits the completed Form 990 to the lodge officers for review and approval. Once approved, the Controller/accountant files the Form 990 with the IRS.

Conflict of interest policy compliance Part VI line 12C

As required, annually, officer of the lodge signs a conflict of interest disclosure statement. In this statement, the officers disclose known, existing, potential and possible conflicts of interest. If no such interests or activities exist, the party writes the word NONE in the space provided. In addition, these statements are updated when an interested party subsequently becomes a matter of executive committee action. The interested party disclosed the circumstances to the Master. In the event the interested party in question is the master, the potential conflict is disclosed to the full members. The conflict of interest disclosure statements for officers are submitted to the members for review.

Other officer or key employee compensation Part VI line 15B

Compensation of officer, the Secretary of the lodge, is determined and approved by the members of the lodge.

Form 990 availability to public Part VI line 18

Form 990 and other governing documents are available to the public at the lodge office. It will be available upon request.

Governing documents etc available to public Part VI line 19

Form 990 and other governing documents are available to the public at the lodge office. It will be available upon request.

Filing and Contact Details

Filer

Filer Name
Free and Accepted Masons Lodi Lodge No 256
EIN
94-0636296
In Care Of
% Will McVicker JR
Phone
2093680329
Address
PO Box 387, Lodi, CA 95241-0387

Signing Officer

Name
Will Mcvicker Jr
Title
Secretary
Phone
2093680329
Signed
2025-10-30

Organization Details

Principal Officer
Christopher Ross
Formed
1879
Legal Domicile
CA
Voting Board Members
74
Independent Board Members
73
Employees
1
Volunteers
90
Supplemental Narrative

Additional Explanations

Other or change in accounting method Part XII line 1

Accounting Method: Cash/Accrual - The lodge is using accrual basis of accounting for membership dues receipts and payroll taxes; the rest of the lodge transactions are on a cash basis of accounting.

List of other expenses Part IX line 24E

Bank Fees $487 Printing, Publication, Postage 420 Program Expenses 234 Public School Observance 225 Youth Orders 200 Total $1,566

General explanation attachment

K. Form of Organization: Unincorporated Fraternal Organization

Financial Statement Notes

Part V, Line 4-Intended uses of endowment funds

To support Masonic fraternal Lodge of California Masons.

Raw XML Appendix357 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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Voting members include Elective and Appointed officers of the lodge. Members of the lodge shall meet at stated meeting to conduct whatever business may properly come before them.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Elected officers shall be elected by written ballot or by majority vote at the annual meeting of the lodge.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Members of the lodge shall meet each month at the stated meeting to conduct whatever business may properly come before them. Any governance decision must be approved by the Lodge members.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3F&AM Lodi Lodge 256 is a subordinate lodge of the Grand Lodge of California. The Grand Lodge of California is responsible for the preparation of the Form 990 and its supporting schedules. The Grand Lodge of California tax accountant prepares the Form 990, then the controller reviews the Form 990. The controller submits the completed Form 990 to the lodge officers for review and approval. Once approved, the Controller/accountant files the Form 990 with the IRS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4As required, annually, officer of the lodge signs a conflict of interest disclosure statement. In this statement, the officers disclose known, existing, potential and possible conflicts of interest. If no such interests or activities exist, the party writes the word NONE in the space provided. In addition, these statements are updated when an interested party subsequently becomes a matter of executive committee action. The interested party disclosed the circumstances to the Master. In the event the interested party in question is the master, the potential conflict is disclosed to the full members. The conflict of interest disclosure statements for officers are submitted to the members for review.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Compensation of officer, the Secretary of the lodge, is determined and approved by the members of the lodge.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Form 990 and other governing documents are available to the public at the lodge office. It will be available upon request.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Form 990 and other governing documents are available to the public at the lodge office. It will be available upon request.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Accounting Method: Cash/Accrual - The lodge is using accrual basis of accounting for membership dues receipts and payroll taxes; the rest of the lodge transactions are on a cash basis of accounting.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Bank Fees $487 Printing, Publication, Postage 420 Program Expenses 234 Public School Observance 225 Youth Orders 200 Total $1,566
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10K. Form of Organization: Unincorporated Fraternal Organization
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Members or stockholder classes and rights Part VI line 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Member election for additional members Part VI line 7a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Governing body decisions Part VI line 7b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990 governing body review Part VI line 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Conflict of interest policy compliance Part VI line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other officer or key employee compensation Part VI line 15b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990 availability to public Part VI line 18
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Governing documents etc available to public Part VI line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other or change in accounting method Part XII line 1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9List of other expenses Part IX line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10General explanation attachment
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ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/PersonNm0WILL MCVICKER JR
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Secretary
ReturnHeader/BusinessOfficerGrp/PhoneNum02093680329
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-10-30
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Free and Accepted Masons Lodi Lodge No 256
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ReturnHeader/Filer/EIN0940636296
ReturnHeader/Filer/InCareOfNm0% Will McVicker JR
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ReturnHeader/ReturnTs02025-10-31T23:33:00-04:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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