Civic Intelligence

Free and Accepted Masons Menifee Valley Lodge 289

EIN 95-2157763 • 501(c)10 • Sun City, CA

Profile

See Sched O

PO Box 312Sun City, CA 92586
Siviq Scores

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

Liabilities / Assets

73rd percentile

0.00x

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

501(c)10 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

74th percentile

0.00x

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

501(c)10 • <$500k nonprofits • Source year 2024

Net Margin

66th percentile

17%

Higher net margin than 66% of similar nonprofits.

501(c)10 • <$500k nonprofits • Source year 2024

Top Officer Pay

91st percentile

$3,612

Higher top officer pay than 91% of similar nonprofits.

Top officer pay equals 10.4% of source-year revenue.

501(c)10 • <$500k nonprofits • Source year 2024

Asset Growth

65th percentile

5.2%

Faster asset growth than 65% of similar nonprofits.

501(c)10 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

77th percentile

30%

Faster revenue growth than 77% of similar nonprofits.

501(c)10 • <$500k nonprofits • Annualized from 2023 to 2024

Assets

Up

$163,093

Up $8,003 (+5.2%) from 2023

Liabilities

Down

$0

Down $405 (-100%) from 2023

Net Assets

Up

$163,093

Up $8,408 (+5.4%) from 2023

Revenue

Up

$34,670

Up $7,970 (+30%) from 2023

Expenses

Down

$28,924

Down $63,186 (-69%) from 2023

Net Income

Up

$5,746

Up $71,156 (+109%) from 2023

Trend Graphs

Balance Sheet Trend

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

$400K$300K$200K$100K$0Assets 2011: $334,793Liabilities 2011: $02011Assets 2012: $342,464Liabilities 2012: $02012Assets 2017: $275,950Liabilities 2017: $0Net Assets 2017: $275,9502017Assets 2018: $265,821Liabilities 2018: $0Net Assets 2018: $265,8212018Assets 2019: $295,231Liabilities 2019: $3,304Net Assets 2019: $291,9272019Assets 2020: $239,852Liabilities 2020: $2,810Net Assets 2020: $237,0422020Assets 2021: $250,150Liabilities 2021: $3,016Net Assets 2021: $247,1342021Assets 2022: $209,693Liabilities 2022: $3,016Net Assets 2022: $206,6772022Assets 2023: $155,090Liabilities 2023: $405Net Assets 2023: $154,6852023Assets 2024: $163,093Liabilities 2024: $0Net Assets 2024: $163,0932024

Highlighted filing

2024

Assets$163,093
Liabilities$0
Net Assets$163,093

Operations Trend

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

$100K$50K$0-$50K-$100KRevenue 2011: $25,865Expenses 2011: $36,541Net Income 2011: -$10,6762011Revenue 2012: $30,449Expenses 2012: $30,775Net Income 2012: -$3262012Revenue 2017: $58,623Expenses 2017: $56,245Net Income 2017: $2,3782017Revenue 2018: $33,082Expenses 2018: $26,300Net Income 2018: $6,7822018Revenue 2019: $59,641Expenses 2019: $25,363Net Income 2019: $34,2782019Revenue 2020: $28,872Expenses 2020: $93,930Net Income 2020: -$65,0582020Revenue 2021: $33,481Expenses 2021: $35,912Net Income 2021: -$2,4312021Revenue 2022: $24,847Expenses 2022: $25,478Net Income 2022: -$6312022Revenue 2023: $26,700Expenses 2023: $92,110Net Income 2023: -$65,4102023Revenue 2024: $34,670Expenses 2024: $28,924Net Income 2024: $5,7462024

Highlighted filing

2024

Revenue$34,670
Expenses$28,924
Net Income$5,746

Filings

Latest Detailed Filing

The latest 2024 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2022 below.

Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Sep 14, 2023
Return Version
2022v5.0
Gross Receipts
$33,348
Mission and Program Overview

Mission

See Sched O

Program Services

DescriptionGrantsExpenses
See Sched O--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Jerico AlvarezSecretaryPT$3,941-$3,941
Jerry DonathanMaster-$0--
Harold WhitfordSenior Warden-$0--
Martin GushwaJunior Warden-$0--
Charles MarkelTreasurerPT$0--
Filing and Contact Details

Filer

Filer Name
Free and Accepted Masons Menifee Valley Lodge 289
EIN
95-2157763
Address
PO BOX 312, Sun City, CA 92586

Signing Officer

Name
Jerico Alvarez
Title
Secretary
Signed
2023-09-14
Supplemental Narrative

Additional Explanations

General explanation attachment

K. Form of Organization: Unincorporated Fraternal OrganizationForm 990-EZ Part III. Statement of Program Service Accomplishments.What is the organizations primary exempt purpose.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.Freemasonry in California is a relevant and respected organization - both inside and outside of the fraternity. Through our culture of Philanthropy, we make a profound difference in the lives of our members and in California communities. We are engaged in the worldwide principles and fellowship of Freemasonry.

Description of other revenue Part I line 8

Description AmountMiscellaneous Receipts 500

List of grants and similar amounts paid Part I line 10

Activity Contributions / Donations Grantee Various Amount 161Activity Grant to Hall Assocaition for Building O&M Grantee Menifee Valley Masonic Building AssStreet 27221 McCall Blvd. City, State, Zip Menifee, CA 92586Relationship Related organization Amount 50

Description of other expenses Part I line 16

Description AmountMeetings, Conference and Convention 7,464Per Capita Fees 5,297Ritual Expenses 1,701Office Expenses 1,597Investment Fees 650Miscellaneous Expenses 202Youth Orders 150Payroll processing expense 134Payroll System Fees 70Taxes and other Govt charges 69Payroll Tax 492

Other changes in net assets or fund balances Part I line 20

Description AmountInvestment change in Market Value (39,826)

Description of other assets Part II line 24

Category Beginning of Year End of YearCapital Contriubtion to Hall 12,000 12,000Menifee Valley Hall Shares 10,000 10,000Account Receivables 3,592 3,802

Description of total liabilities Part II line 26

Category Beginning of Year End of YearDeferred Membership Dues 2,035 2,035Other Payroll related payables 576 576Advance Deposit 405 405

Raw XML Appendix129 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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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Charles Markel
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Jerico Alvarez
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Master
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Senior Warden
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Junior Warden
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IRS990EZ/ProgramServiceRevenueAmt02900
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0K. Form of Organization: Unincorporated Fraternal OrganizationForm 990-EZ Part III. Statement of Program Service Accomplishments.What is the organizations primary exempt purpose.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.Freemasonry in California is a relevant and respected organization - both inside and outside of the fraternity. Through our culture of Philanthropy, we make a profound difference in the lives of our members and in California communities. We are engaged in the worldwide principles and fellowship of Freemasonry.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Description AmountMiscellaneous Receipts 500
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Activity Contributions / Donations Grantee Various Amount 161Activity Grant to Hall Assocaition for Building O&M Grantee Menifee Valley Masonic Building AssStreet 27221 McCall Blvd. City, State, Zip Menifee, CA 92586Relationship Related organization Amount 50
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Description AmountMeetings, Conference and Convention 7,464Per Capita Fees 5,297Ritual Expenses 1,701Office Expenses 1,597Investment Fees 650Miscellaneous Expenses 202Youth Orders 150Payroll processing expense 134Payroll System Fees 70Taxes and other Govt charges 69Payroll Tax 492
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Description AmountInvestment change in Market Value (39,826)
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Category Beginning of Year End of YearCapital Contriubtion to Hall 12,000 12,000Menifee Valley Hall Shares 10,000 10,000Account Receivables 3,592 3,802
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Category Beginning of Year End of YearDeferred Membership Dues 2,035 2,035Other Payroll related payables 576 576Advance Deposit 405 405
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0General explanation attachment
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Description of other expenses Part I line 16
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Description of other assets Part II line 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Description of total liabilities Part II line 26
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ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

Document Assets

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Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 501(c)10 • <$500k nonprofits