Civic Intelligence

San Luis Obispo Masonic Hall Association

990 • Fiscal year 2020 • EIN 95-0980392

Jan 01, 2020 to Dec 31, 2020 • Filed on Aug 18, 2021

Organization ProfileN/A
859 Marsh StSan Luis Obispo, CA 93401-3611

(805) 545-5680

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

43rd percentile

0.00x

Higher debt load relative to assets than 43% of similar nonprofits.

2020 filings • 501(c)2 • $500k-$1M nonprofits • Source year 2020

Liabilities / Revenue

39th percentile

0.01x

Higher debt load relative to revenue than 39% of similar nonprofits.

2020 filings • 501(c)2 • $500k-$1M nonprofits • Source year 2020

Net Margin

31st percentile

-6.3%

Higher net margin than 31% of similar nonprofits.

2020 filings • 501(c)2 • $500k-$1M nonprofits • Source year 2020

Top Officer Pay

68th percentile

$0

Higher top officer pay than 68% of similar nonprofits.

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

2020 filings • 501(c)2 • $500k-$1M nonprofits • Source year 2020

Asset Growth

36th percentile

-2.9%

Faster asset growth than 36% of similar nonprofits.

2020 filings • 501(c)2 • $500k-$1M nonprofits • Annualized from 2019 to 2020

Revenue Growth

54th percentile

-2.0%

Faster revenue growth than 54% of similar nonprofits.

2020 filings • 501(c)2 • $500k-$1M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets43rd percentile

Assets

Down

$658,002

Down $19,686 (-2.9%) from 2019

Net Assets

Down

$656,116

Down $19,890 (-2.9%) from 2019

Liabilities

Up

$1,886

Up $204 (+12%) from 2019

Revenue And Expenses
Liabilities / Revenue39th percentileNet Margin31st percentile

Revenue

Down

$318,094

Down $6,513 (-2.0%) from 2019

Expenses

Up

$337,984

Up $12,950 (+4.0%) from 2019

Net Income

Down

-$19,890

Down $19,463 (-4558%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth36th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$800K$600K$400K$200K$0Assets 2011: $647,222Liabilities 2011: $100,690Net Assets 2011: $546,5322011Assets 2012: $571,601Liabilities 2012: $1,480Net Assets 2012: $570,1212012Assets 2013: $584,795Liabilities 2013: $1,543Net Assets 2013: $583,2522013Assets 2014: $553,766Liabilities 2014: $1,695Net Assets 2014: $552,0712014Assets 2015: $759,639Liabilities 2015: $65,750Net Assets 2015: $693,8892015Assets 2016: $692,376Liabilities 2016: $1,745Net Assets 2016: $690,6312016Assets 2017: $671,154Liabilities 2017: $1,740Net Assets 2017: $669,4142017Assets 2018: $678,296Liabilities 2018: $1,682Net Assets 2018: $676,6142018Assets 2019: $677,688Liabilities 2019: $1,682Net Assets 2019: $676,0062019Assets 2020: $658,002Liabilities 2020: $1,886Net Assets 2020: $656,1162020Assets 2021: $573,790Liabilities 2021: $0Net Assets 2021: $573,7902021Assets 2022: $635,003Liabilities 2022: $9,901Net Assets 2022: $625,1022022Assets 2023: $590,445Liabilities 2023: $9,850Net Assets 2023: $580,5952023Assets 2024: $558,597Liabilities 2024: $9,850Net Assets 2024: $548,7472024

Highlighted filing

2020

Assets$658,002
Liabilities$1,886
Net Assets$656,116
Open 2020 Filing

Operations Trend

Revenue Growth54th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$600K$400K$200K$0-$200KRevenue 2011: $274,551Expenses 2011: $303,662Net Income 2011: -$29,1112011Expenses 2012: $270,7022012Revenue 2013: $307,983Expenses 2013: $294,852Net Income 2013: $13,1312013Revenue 2014: $325,918Expenses 2014: $357,099Net Income 2014: -$31,1812014Revenue 2015: $327,577Expenses 2015: $185,759Net Income 2015: $141,8182015Revenue 2016: $340,794Expenses 2016: $369,052Net Income 2016: -$28,2582016Revenue 2017: $330,186Expenses 2017: $351,403Net Income 2017: -$21,2172017Revenue 2018: $313,209Expenses 2018: $306,009Net Income 2018: $7,2002018Revenue 2019: $324,607Expenses 2019: $325,034Net Income 2019: -$4272019Revenue 2020: $318,094Expenses 2020: $337,984Net Income 2020: -$19,8902020Revenue 2021: $346,295Expenses 2021: $428,621Net Income 2021: -$82,3262021Revenue 2022: $423,869Expenses 2022: $177,557Net Income 2022: $246,3122022Revenue 2023: $296,006Expenses 2023: $230,513Net Income 2023: $65,4932023Revenue 2024: $306,748Expenses 2024: $170,494Net Income 2024: $136,2542024

Highlighted filing

2020

Revenue$318,094
Expenses$337,984
Net Income-$19,890
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Aug 18, 2021
Return Version
2020v4.1
Gross Receipts
$318,094
Mission and Program Overview

Mission

Hold Real Estate Title FBO of Masonic Lodge

San Luis Obispo Masonic Hall Association operates exclusively as a supporting organization of the King Davids Lodge No. 209, an exempt organization under 501(c)10.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$676,006$656,116▼ $19,890
Land, Buildings, and Equipment, Net$622,410$608,211▼ $14,199
Cash and Non-Interest-Bearing Accounts$53,778$48,291▼ $5,487
Accounts Receivable$1,500$1,500→ $0
Total Assets$677,688$658,002▼ $19,686
Liabilities
Accounts Payable and Accrued Expenses$1,682$1,682→ $0
Other Liabilities-$204-
Total Liabilities$1,682$1,886▲ $204
Net Assets / Fund Balance
Total Net Assets Fund Balance$676,006$656,116▼ $19,890
Total Liabilities and Net Assets / Fund Balance$677,688$658,002▼ $19,686

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$500,113$583,078$1,083,191
Other Land Buildings$64,274$146,416$210,690
Leasehold Improvements$32,814$3,646$36,460
Land$11,010-$11,010
Compensation and Service Providers
Top Officer Pay68th percentile

Board Members and Trustees

NameTitle
Robert SachsPresident
Marco RizzoVice President
Angelos SikalidisSecretary
Joshua R WisniewskiTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$310,221
Investment Income
$0
Other Revenue
$7,873
Change in Net Assets
$-19,890
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$304,821
Salaries, Compensation, and Employee Benefits$33,163
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Payments to Affiliates---$135,000
Occupancy---$92,989
Depreciation Depletion---$50,659
Other Salaries and Wages---$29,400
Insurance---$14,405
Fees for Services Accounting---$7,535
Payroll Taxes---$2,729
Other Employee Benefits---$1,034
Office Expenses---$129
Other Expenses$90--$90
All Other Expenses---$40
Total Functional Expenses$0$0$0$337,984
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Payroll Tax Liabilities$204
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
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Members or stockholder classes and rights Part VI line 6

“The sole member/owner of the San Luis Obispo Masonic Hall Association is the F&AMKing Davids Lodge No. 209.”

Form 990 governing body review Part VI line 11

“The Grand Lodge of F&AM of California is responsible for the preparation of the Form 990and its supporting schedules.The Grand Lodge of California tax accountant prepares the Form 990, then the controllerreviews the Form 990. After reveiw, the Accountant submits the completed Form 990 to theHall Associations Treasurer/Secretary for review and final approval. The HallTreasurer/Secretary signs the E-File authorization form. The Grand Lodge of California taxaccountant E-Files the 990 and 199.”

Conflict of interest policy compliance Part VI line 12C

“As required, annually, officer of the Hall signs a conflict of interest disclosurestatement. In this statement, the officers disclose known, existing, potential andpossible conflicts of interest. If no such interests or activities exist, the partywrites the word NONE in the space provided. In addition, these statements are updated when aninterested party disclosed the circumstances to the President. In the event the interestedparty in question is the president, the potential conflict is disclosed to the fullmembers. The conflict of interest disclosure statements for officers are submitted tothe members for review.”

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
San Luis Obispo Masonic Hall Association
EIN
95-0980392
Address
859 Marsh St, San Luis Obispo, CA 93401-3611

Signing Officer

Name
Robert Sachs
Title
Director
Phone
8055455680
Signed
2021-08-18
Discuss with paid preparer
No

Organization Details

Principal Officer
Robert Sachs
Formed
1889
Legal Domicile
CA
Voting Board Members
4
Independent Board Members
4
Employees
4
Volunteers
4

Preparer

Firm
Grand Lodge of California
Address
1111 California Street, San Francisco, CA 94108
Preparer
Maribel Pasamic
Phone
4152929126
Supplemental Narrative

Additional Explanations

List of other expenses Part IX line 24E

“Description AmountPrinting, Publication, Postage $ 40”

General explanation attachment

“Payment to Affiliates AmountDividend to F&AM King Davids Lodge No. 209 $135,000”

Raw XML Appendix337 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/ExplanationTxt0The sole member/owner of the San Luis Obispo Masonic Hall Association is the F&AMKing Davids Lodge No. 209.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1The Grand Lodge of F&AM of California is responsible for the preparation of the Form 990and its supporting schedules.The Grand Lodge of California tax accountant prepares the Form 990, then the controllerreviews the Form 990. After reveiw, the Accountant submits the completed Form 990 to theHall Associations Treasurer/Secretary for review and final approval. The HallTreasurer/Secretary signs the E-File authorization form. The Grand Lodge of California taxaccountant E-Files the 990 and 199.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2As required, annually, officer of the Hall signs a conflict of interest disclosurestatement. In this statement, the officers disclose known, existing, potential andpossible conflicts of interest. If no such interests or activities exist, the partywrites the word NONE in the space provided. In addition, these statements are updated when aninterested party disclosed the circumstances to the President. In the event the interestedparty in question is the president, the potential conflict is disclosed to the fullmembers. The conflict of interest disclosure statements for officers are submitted tothe members for review.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Form 990 and other governing documents are available to the public at the lodge office.It will be available upon request.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Form 990 and other governing documents are available to the public at the lodge office.It will be available upon request.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Description AmountPrinting, Publication, Postage $ 40
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Payment to Affiliates AmountDividend to F&AM King Davids Lodge No. 209 $135,000
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Members or stockholder classes and rights Part VI line 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990 governing body review Part VI line 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Conflict of interest policy compliance Part VI line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990 availability to public Part VI line 18
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Governing documents etc available to public Part VI line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5List of other expenses Part IX line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6General explanation attachment
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd0934013611
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd0false
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd0false
IRS990ScheduleR/PaidEmployeesSharingInd0false
IRS990ScheduleR/PerformOfServicesByOtherOrgInd0false
IRS990ScheduleR/PerformOfServicesForOthOrgInd0false
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd0false
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd0false
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd0false
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd0true
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd0false
IRS990ScheduleR/SharingOfFacilitiesInd0false
IRS990ScheduleR/TransferFromOtherOrgInd0false
IRS990ScheduleR/TransferToOtherOrgInd0true
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0677688
IRS990/TotalAssetsEOYAmt0658002
IRS990/TotalAssetsGrp/BOYAmt0677688
IRS990/TotalAssetsGrp/EOYAmt0658002
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt04
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt0337984
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt01682
IRS990/TotalLiabilitiesEOYAmt01886
IRS990/TotalLiabilitiesGrp/BOYAmt01682
IRS990/TotalLiabilitiesGrp/EOYAmt01886
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0676006
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0656116
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceRevenueAmt0310221
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0318094
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0318094
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt04
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0677688
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0658002
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt04
IRS990/VotingMembersIndependentCnt04
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/OOBSecurityVerificationCd000
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0Robert Sachs
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Director
ReturnHeader/BusinessOfficerGrp/PhoneNum08055455680
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-08-18
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0San Luis Obispo Masonic Hall Association
ReturnHeader/Filer/BusinessNameControlTxt0SANL
ReturnHeader/Filer/EIN0950980392
ReturnHeader/Filer/USAddress/AddressLine1Txt0859 Marsh St
ReturnHeader/Filer/USAddress/CityNm0San Luis Obispo
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd0934013611
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Grand Lodge of California
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01111 California Street
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0San Francisco
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd094108
ReturnHeader/PreparerPersonGrp/PhoneNum04152929126
ReturnHeader/PreparerPersonGrp/PreparationDt02021-08-27
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Maribel Pasamic
ReturnHeader/ReturnTs02021-08-27T15:02:17-04:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Robert
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Sachs
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

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Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$658,002
Liabilities
$1,886
Net assets
$656,116
Revenue
$318,094
Expenses
$337,984
Net income
-$19,890
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$5.59$0.10$5.49$3.07$1.70$1.36
2023Detailed filing. Detailed filing data is available for this year.$5.90$0.10$5.81$2.96$2.31$0.65
2022Detailed filing. Detailed filing data is available for this year.$6.35$0.10$6.25$4.24$1.78$2.46
2021Detailed filing. Detailed filing data is available for this year.$5.74$0.00$5.74$3.46$4.29$0.82
2020Detailed filing. Detailed filing data is available for this year.$6.58$0.02$6.56$3.18$3.38$0.20
2019Summary only. Only limited summary data is available for this year.$6.78$0.02$6.76$3.25$3.25$0.00
2018Detailed filing. Detailed filing data is available for this year.$6.78$0.02$6.77$3.13$3.06$0.07
2017Detailed filing. Detailed filing data is available for this year.$6.71$0.02$6.69$3.30$3.51$0.21
2016Detailed filing. Detailed filing data is available for this year.$6.92$0.02$6.91$3.41$3.69$0.28
2015Detailed filing. Detailed filing data is available for this year.$7.60$0.66$6.94$3.28$1.86$1.42
2014Detailed filing. Detailed filing data is available for this year.$5.54$0.02$5.52$3.26$3.57$0.31
2013Detailed filing. Detailed filing data is available for this year.$5.85$0.02$5.83$3.08$2.95$0.13
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.72$0.01$5.70$2.71
2011Summary only. Only limited summary data is available for this year.$6.47$1.01$5.47$2.75$3.04$0.29