Civic Intelligence

Vallejo Lodge No 468

EIN 94-0641405 • 501(c)8 • Vallejo, CA

Profile

FRATERNALISM

337 Nebraska StreetVallejo, CA 94590

n/A

Siviq Scores

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

Liabilities / Assets

87th percentile

0.23x

Higher debt load relative to assets than 87% of similar nonprofits.

501(c)8 • $500k-$1M nonprofits • Source year 2023

Liabilities / Revenue

86th percentile

0.48x

Higher debt load relative to revenue than 86% of similar nonprofits.

501(c)8 • $500k-$1M nonprofits • Source year 2023

Net Margin

18th percentile

-9.7%

Higher net margin than 18% of similar nonprofits.

501(c)8 • $500k-$1M nonprofits • Source year 2023

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 2023

Asset Growth

15th percentile

-5.3%

Faster asset growth than 15% of similar nonprofits.

501(c)8 • $500k-$1M nonprofits • Annualized from 2022 to 2023

Revenue Growth

38th percentile

-1.4%

Faster revenue growth than 38% of similar nonprofits.

501(c)8 • $500k-$1M nonprofits • Annualized from 2022 to 2023

Assets

Down

$644,913

Down $36,213 (-5.3%) from 2022

Liabilities

Down

$149,042

Down $6,077 (-3.9%) from 2022

Net Assets

Down

$495,871

Down $30,136 (-5.7%) from 2022

Revenue

Down

$311,308

Down $4,578 (-1.4%) from 2022

Expenses

Up

$341,444

Up $77,471 (+29%) from 2022

Net Income

Down

-$30,136

Down $82,049 (-158%) from 2022

Trend Graphs

Balance Sheet Trend

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

$800K$600K$400K$200K$0Assets 2012: $503,781Liabilities 2012: $32,416Net Assets 2012: $471,3652012Assets 2013: $497,215Liabilities 2013: $46,999Net Assets 2013: $450,2162013Assets 2014: $507,381Liabilities 2014: $60,587Net Assets 2014: $446,7942014Assets 2015: $516,333Liabilities 2015: $71,781Net Assets 2015: $444,5522015Assets 2016: $521,068Liabilities 2016: $120,212Net Assets 2016: $400,8562016Assets 2017: $518,054Liabilities 2017: $41,493Net Assets 2017: $476,5612017Assets 2018: $514,085Liabilities 2018: $28,640Net Assets 2018: $485,4452018Assets 2019: $515,213Liabilities 2019: $18,340Net Assets 2019: $496,8732019Assets 2020: $499,127Liabilities 2020: $18,067Net Assets 2020: $481,0602020Assets 2021: $631,346Liabilities 2021: $157,252Net Assets 2021: $474,0942021Assets 2022: $681,126Liabilities 2022: $155,119Net Assets 2022: $526,0072022Assets 2023: $644,913Liabilities 2023: $149,042Net Assets 2023: $495,8712023

Highlighted filing

2023

Assets$644,913
Liabilities$149,042
Net Assets$495,871

Operations Trend

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

$400K$300K$200K$100K$0-$100KRevenue 2012: $364,410Expenses 2012: $368,184Net Income 2012: -$3,7742012Revenue 2013: $304,994Expenses 2013: $326,143Net Income 2013: -$21,1492013Revenue 2014: $272,768Expenses 2014: $279,843Net Income 2014: -$7,0752014Revenue 2015: $291,103Expenses 2015: $294,406Net Income 2015: -$3,3032015Revenue 2016: $259,490Expenses 2016: $263,928Net Income 2016: -$4,4382016Revenue 2017: $289,192Expenses 2017: $283,788Net Income 2017: $5,4042017Revenue 2018: $312,110Expenses 2018: $302,810Net Income 2018: $9,3002018Revenue 2019: $346,184Expenses 2019: $343,979Net Income 2019: $2,2052019Revenue 2020: $284,921Expenses 2020: $302,405Net Income 2020: -$17,4842020Revenue 2021: $97,903Expenses 2021: $110,505Net Income 2021: -$12,6022021Revenue 2022: $315,886Expenses 2022: $263,973Net Income 2022: $51,9132022Revenue 2023: $311,308Expenses 2023: $341,444Net Income 2023: -$30,1362023

Highlighted filing

2023

Revenue$311,308
Expenses$341,444
Net Income-$30,136

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
May 1, 2022 to Apr 30, 2023
Signed
Jun 14, 2024
Return Version
2022v5.0
Gross Receipts
$311,308
Mission and Program Overview

Mission

FRATERNALISM

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$627,069$627,069→ $0
Rtn Earn Endowment Incm Other Fnds$526,007$495,871▼ $30,136
Cash and Non-Interest-Bearing Accounts$45,288$12,596▼ $32,692
Inventories for Sale or Use$8,769$5,248▼ $3,521
Savings and Temporary Cash Investments-$0-
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Intangible Assets-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$681,126$644,913▼ $36,213
Other Assets Total-$0-
Liabilities
Other Liabilities$155,119$149,042▼ $6,077
Total Liabilities$155,119$149,042▼ $6,077
Net Assets / Fund Balance
Total Net Assets Fund Balance$526,007$495,871▼ $30,136
Total Liabilities and Net Assets / Fund Balance$681,126$644,913▼ $36,213

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$283,149-$283,149
Leasehold Improvements$143,182-$143,182
Land$139,460-$139,460
Other Land Buildings$61,278-$61,278
Compensation and Service Providers

Board Members and Trustees

NameTitle
David WellnerPresident
Micki McginnisVice President
John CoreyTrustee (1 YR)
Steven FoxTrustee (2 YR)
Francois TarinTrustee (3 YR)
Sherry LeslieChaplin
Gary MadisonJr Past Pres
Jim MullenTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$35,909
Program Service Revenue
$268,567
Investment Income
$0
Other Revenue
$6,832
All Other Contributions
$13,460
Change in Net Assets
$-30,136
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$207,721
Salaries, Compensation, and Employee Benefits$133,723
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$111,491--$111,491
Occupancy$56,899--$56,899
All Other Expenses$24,107$7,257-$31,364
Payroll Taxes$22,232--$22,232
Insurance$10,302--$10,302
Other Expenses$9,290--$9,290
Office Expenses-$833-$833
Advertising$749--$749
Fees for Services Accounting-$500-$500
Total Functional Expenses$332,854$8,590$0$341,444
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Gaming Gross Income$1,696
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Sba Loan$144,131
Sales Tax Payable$4,911
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
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

Governance Explanations

Form 990, Part VI, Section A, Line 6

The moose lodge is a fraternal organization composed of members who desire to belong to the organization and are accepted into the lodge.

Form 990, Part VI, Section A, Line 7A

The members of the lodge annually vote on the individuals who desire to represent them on the board of directors. The members select the individuals who they feel will act in their best interests.

Form 990, Part VI, Section B, Line 11B

The members of the governing body review the balance sheet and profit and loss statements. If any of the members have questions, those questions are reviewed with the treasurer, who consults with the bookkeeper if necessary.

Form 990, Part VI, Section B, Line 12C

If any member of the governing body becomes aware of a possible conflict of interest with another member, this possible conflict of interest is discussed with the member in a meeting of the governing body.

Form 990, Part VI, Section C, Line 19

No documents available to the public.

Filing and Contact Details

Filer

Filer Name
Vallejo Lodge No 468
EIN
94-0641405
Phone
7076424444
Address
337 NEBRASKA STREET, VALLEJO, CA 94590

Signing Officer

Name
David Wellner
Title
President
Signed
2024-06-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
David Wellner
Legal Domicile
CA
Voting Board Members
8
Independent Board Members
0
Employees
7

Preparer

Firm
Associated Tax & Financial Services
Address
3035 Solano Ave, Napa, CA 94558
Preparer
Adam R Wulf Ea
Phone
7072520442
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IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt3122899
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt42516
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt027283
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt14708
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt2111161
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt3122899
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt42516
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt033819
IRS990/PYInvestmentIncomeAmt018
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0176527
IRS990/PYOtherRevenueAmt019845
IRS990/PYProgramServiceRevenueAmt0262204
IRS990/PYRevenuesLessExpensesAmt051913
IRS990/PYSalariesCompEmpBnftPaidAmt087446
IRS990/PYTotalExpensesAmt0263973
IRS990/PYTotalRevenueAmt0315886
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0-30136
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0526007
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0495871
IRS990/SavingsAndTempCashInvstGrp/EOYAmt00
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/BuildingsGrp/BookValueAmt0283149
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt0283149
IRS990ScheduleD/LandGrp/BookValueAmt0139460
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0139460
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt0143182
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt0143182
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt061278
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt061278
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt04911
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt1144131
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0SALES TAX PAYABLE
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1SBA LOAN
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0627069
IRS990ScheduleD/TotalLiabilityAmt0149042
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE MOOSE LODGE IS A FRATERNAL ORGANIZATION COMPOSED OF MEMBERS WHO DESIRE TO BELONG TO THE ORGANIZATION AND ARE ACCEPTED INTO THE LODGE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE MEMBERS OF THE LODGE ANNUALLY VOTE ON THE INDIVIDUALS WHO DESIRE TO REPRESENT THEM ON THE BOARD OF DIRECTORS. THE MEMBERS SELECT THE INDIVIDUALS WHO THEY FEEL WILL ACT IN THEIR BEST INTERESTS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE MEMBERS OF THE GOVERNING BODY REVIEW THE BALANCE SHEET AND PROFIT AND LOSS STATEMENTS. IF ANY OF THE MEMBERS HAVE QUESTIONS, THOSE QUESTIONS ARE REVIEWED WITH THE TREASURER, WHO CONSULTS WITH THE BOOKKEEPER IF NECESSARY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3IF ANY MEMBER OF THE GOVERNING BODY BECOMES AWARE OF A POSSIBLE CONFLICT OF INTEREST WITH ANOTHER MEMBER, THIS POSSIBLE CONFLICT OF INTEREST IS DISCUSSED WITH THE MEMBER IN A MEETING OF THE GOVERNING BODY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4No documents available to the public.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section A, Line 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section A, Line 7a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section B, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Section B, Line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part VI, Section C, Line 19
IRS990ScheduleR/AssetExchangeInd0false
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0false
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt0SOLE MEMBER
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0MOOSE INTERNATIONAL INC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0361408120
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)8
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0IL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0FRATERNAL ORGANIZATION
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt0155 S INTERNATIONAL DRIVE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0MOOSEHEART
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0IL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd060539
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd0false
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd0false
IRS990ScheduleR/PaidEmployeesSharingInd0false
IRS990ScheduleR/PerformOfServicesByOtherOrgInd0false
IRS990ScheduleR/PerformOfServicesForOthOrgInd0false
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd0false
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd0false
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd0false
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd0false
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd0false
IRS990ScheduleR/SharingOfFacilitiesInd0false
IRS990ScheduleR/TransferFromOtherOrgInd0false
IRS990ScheduleR/TransferToOtherOrgInd0false
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0681126
IRS990/TotalAssetsEOYAmt0644913
IRS990/TotalAssetsGrp/BOYAmt0681126
IRS990/TotalAssetsGrp/EOYAmt0644913
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt035909
IRS990/TotalEmployeeCnt07
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt08590
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0332854
IRS990/TotalFunctionalExpensesGrp/TotalAmt0341444
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0155119
IRS990/TotalLiabilitiesEOYAmt0149042
IRS990/TotalLiabilitiesGrp/BOYAmt0155119
IRS990/TotalLiabilitiesGrp/EOYAmt0149042
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0526007
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0495871
IRS990/TotalProgramServiceExpensesAmt0332854
IRS990/TotalProgramServiceRevenueAmt0268567
IRS990/TotalRevenueGrp/ExclusionAmt01696
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0273703
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0311308
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0681126
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0644913
IRS990/TravelGrp/TotalAmt00
IRS990/TypeOfOrganizationCorpInd0X

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