Civic Intelligence

South Pasadena Masonic Association

990 • Fiscal year 2016 • EIN 95-1239485

Jan 01, 2016 to Dec 31, 2016 • Filed on May 14, 2017

1126 Fair Oaks AvenueSouth Pasadena, CA 91030-3312

(626) 799-6127

Siviq Scores

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

Liabilities / Assets

31st percentile

0.00x

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

2016 filings • 501(c)2 • $500k-$1M nonprofits • Source year 2016

Liabilities / Revenue

29th percentile

0.00x

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

2016 filings • 501(c)2 • $500k-$1M nonprofits • Source year 2016

Net Margin

31st percentile

-2.5%

Higher net margin than 31% of similar nonprofits.

2016 filings • 501(c)2 • $500k-$1M nonprofits • Source year 2016

Top Officer Pay

63rd percentile

$0

Higher top officer pay than 63% of similar nonprofits.

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

2016 filings • 501(c)2 • $500k-$1M nonprofits • Source year 2016

Asset Growth

47th percentile

-0.8%

Faster asset growth than 47% of similar nonprofits.

2016 filings • 501(c)2 • $500k-$1M nonprofits • Annualized from 2015 to 2016

Revenue Growth

48th percentile

-0.1%

Faster revenue growth than 48% of similar nonprofits.

2016 filings • 501(c)2 • $500k-$1M nonprofits • Annualized from 2015 to 2016

Assets

Down

$675,776

Down $5,253 (-0.8%) from 2015

Net Assets

Down

$675,776

Down $5,253 (-0.8%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue

Down

$213,675

Down $265 (-0.1%) from 2015

Expenses

Down

$218,928

Down $1,359 (-0.6%) from 2015

Net Income

Up

-$5,253

Up $1,094 (+17%) from 2015

Historical Trend

Balance Sheet Trend

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

$1.0M$500K$0Assets 2010: $802,176Liabilities 2010: $0Net Assets 2010: $802,1762010Assets 2011: $774,578Liabilities 2011: $0Net Assets 2011: $774,5782011Assets 2012: $741,125Liabilities 2012: $0Net Assets 2012: $741,1252012Assets 2013: $711,762Liabilities 2013: $0Net Assets 2013: $711,7622013Assets 2014: $705,116Liabilities 2014: $0Net Assets 2014: $705,1162014Assets 2015: $681,029Liabilities 2015: $0Net Assets 2015: $681,0292015Assets 2016: $675,776Liabilities 2016: $0Net Assets 2016: $675,7762016Assets 2017: $639,439Liabilities 2017: $0Net Assets 2017: $639,4392017Assets 2018: $669,765Liabilities 2018: $0Net Assets 2018: $669,7652018Assets 2019: $670,226Liabilities 2019: $10,000Net Assets 2019: $660,2262019Assets 2020: $615,501Liabilities 2020: $10,371Net Assets 2020: $605,1302020Assets 2021: $608,929Liabilities 2021: $10,000Net Assets 2021: $598,9292021Assets 2022: $603,202Liabilities 2022: $0Net Assets 2022: $603,2022022Assets 2023: $573,190Liabilities 2023: $0Net Assets 2023: $573,1902023Assets 2024: $521,248Liabilities 2024: $0Net Assets 2024: $521,2482024

Highlighted filing

2016

Assets$675,776
Liabilities$0
Net Assets$675,776

Operations Trend

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

$400K$300K$200K$100K$0-$100KExpenses 2010: $124,0662010Expenses 2011: $156,1972011Expenses 2012: $335,7902012Revenue 2013: $175,149Expenses 2013: $204,512Net Income 2013: -$29,3632013Revenue 2014: $218,261Expenses 2014: $224,907Net Income 2014: -$6,6462014Revenue 2015: $213,940Expenses 2015: $220,287Net Income 2015: -$6,3472015Revenue 2016: $213,675Expenses 2016: $218,928Net Income 2016: -$5,2532016Revenue 2017: $198,611Expenses 2017: $234,948Net Income 2017: -$36,3372017Revenue 2018: $224,521Expenses 2018: $194,195Net Income 2018: $30,3262018Revenue 2019: $234,681Expenses 2019: $247,051Net Income 2019: -$12,3702019Revenue 2020: $105,525Expenses 2020: $153,601Net Income 2020: -$48,0762020Revenue 2021: $196,749Expenses 2021: $202,950Net Income 2021: -$6,2012021Revenue 2022: $250,630Expenses 2022: $221,357Net Income 2022: $29,2732022Revenue 2023: $272,871Expenses 2023: $282,823Net Income 2023: -$9,9522023Revenue 2024: $280,304Expenses 2024: $332,095Net Income 2024: -$51,7912024

Highlighted filing

2016

Revenue$213,675
Expenses$218,928
Net Income-$5,253
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
May 14, 2017
Return Version
2016v3.0
Gross Receipts
$213,675
Mission and Program Overview

Mission

Real Estate Management for the Benefit of South Pasadena Masonic Lodge

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$681,029$675,776▼ $5,253
Land, Buildings, and Equipment, Net$612,008$612,008→ $0
Cash and Non-Interest-Bearing Accounts$69,021$63,768▼ $5,253
Total Assets$681,029$675,776▼ $5,253
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$681,029$675,776▼ $5,253
Total Liabilities and Net Assets / Fund Balance$681,029$675,776▼ $5,253

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$1,035,248--
Land$107,697--
Equipment$4,433$117,274-
Leasehold Improvements$-535,370$698,811-
Compensation and Service Providers

Board Members and Trustees

NameTitle
Scot CliffordPresident
Erik StromEx-Officio
Marco GarciaEx-officio
Charlie FisherMember
Wally NeiberMember
Todd S VaughnSecretary
Robert ArnoldTreasurer
Ed SpladingVP
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$213,675
Change in Net Assets
$-5,253
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$182,085
Salaries, Compensation, and Employee Benefits$36,843
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Office Expenses$177,285--$177,285
Other Salaries and Wages$33,496--$33,496
Fees for Services Accounting$4,800--$4,800
Payroll Taxes$3,347--$3,347
Total Functional Expenses$218,928$0$0$218,928
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
Backup withholding compliance
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
No
Management duties delegated
No

Governance Explanations

Committee meeting documentation Part VI line 8B

Part VI Line 8b

Local chapters branches affiliates Part VI line 10A

Part VI Line 10a

Form 990 governing body review Part VI line 11

PART IV LINE 38 Part VI line 11

Governing documents etc available to public Part VI line 19

Part VI LINE 19

Filing and Contact Details

Filer

Filer Name
South Pasadena Masonic Assoc
EIN
95-1239485
Address
1126 Fair Oaks Avenue, South Pasadena, CA 91030-3312

Signing Officer

Name
Robert Arnold
Title
Treasurer
Phone
6267996127
Signed
2017-05-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Scot Clifford
Formed
1883
Legal Domicile
CA
Voting Board Members
8
Independent Board Members
0
Employees
3

Preparer

Firm
SecuriTax Financial Inc
Address
522 North Glenoaks Blvd, Burbank, CA 91502
Preparer
Mady Yehia EA ATA ATP
Phone
8185671595
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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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ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.21$0.00$5.21$2.80$3.32$0.52
2023Summary only. Only limited summary data is available for this year.$5.73$0.00$5.73$2.73$2.83$0.10
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.03$0.00$6.03$2.51$2.21$0.29
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.09$0.10$5.99$1.97$2.03$0.06
2020Summary only. Only limited summary data is available for this year.$6.16$0.10$6.05$1.06$1.54$0.48
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.70$0.10$6.60$2.35$2.47$0.12
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.70$0.00$6.70$2.25$1.94$0.30
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.39$0.00$6.39$1.99$2.35$0.36
2016Detailed filing. Detailed filing data is available for this year.$6.76$0.00$6.76$2.14$2.19$0.05
2015Summary only. Only limited summary data is available for this year.$6.81$0.00$6.81$2.14$2.20$0.06
2014Detailed filing. Detailed filing data is available for this year.$7.05$0.00$7.05$2.18$2.25$0.07
2013Summary only. Only limited summary data is available for this year.$7.12$0.00$7.12$1.75$2.05$0.29
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.41$0.00$7.41$3.36
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.75$0.00$7.75$1.56
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.02$0.00$8.02$1.24