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Alpha Masonic Lodge #729

Tax-deductible

Kettering, OHCemetery / fraternalEIN 31-0667274Revenue $101K in FY2024

On file with the IRSalphalodge729.usPo Box 20191, 45420-0191 · Kettering, OHTax-exempt since Oct 1940

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Masonic fraternal organization

Tax-exempt charity; gifts are tax-deductible.
Run by 12 volunteers.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · People: Part I, lines 5–6

Before you give

FY2024 · Form 990Independent: from IRS data, not the org
Download 990
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2024
latest Form 990
Looks good: the latest return is for FY2024, 2 tax years back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
3 of 5
filings with a surplus
Average surplus $5K a year · 6% of revenue · last 5 filings
Worth a look: a surplus in 3 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Cash reserves
2 mo
of spending, in cash
Fine: 2.4 months of spending in cash; 1 to 3.
Pt X · Ln 1–2 · Pt I · Ln 18
Liabilities
$0
0% of total assets
Looks good: liabilities are 0% of assets; 50% or less.
Pt X · Ln 26
Independent board members
8
of 8 voting members
Looks good: 8 of 8 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$101K
+40% vs prior year
Spent
$80K
Net assets
$1.1M
By yearFY2020–FY2024
Revenue
$101K
FY2024▲ +40%
Tap a bar for its year
Revenue by fiscal year
FY2020$57K
FY2021$78K
FY2022$111K
FY2023$72K
FY2024$101K
Expenses
$80K
FY2024▼ -19%
Tap a bar for its year
Expenses by fiscal year
FY2020$102K
FY2021$51K
FY2022$64K
FY2023$98K
FY2024$80K
Net assets
$1.1M
FY2024▲ +2%
Tap a bar for its year
Net assets by fiscal year
FY2020$1.0M
FY2021$1.1M
FY2022$1.1M
FY2023$1.1M
FY2024$1.1M

From the FY2024 Form 990 · see the original

Give Claim

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2024. IRS ruling in Oct 1940.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Who runs it and what they're paid

8 people listed on the 990.

Part VII, Section A · reportable compensation
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
Louis Imundo
Secretary
$0Pt VII · Sec A
$0Pt VII · Sec A
Scott Beirise
Senior Warden
$0Pt VII · Sec A
Jason Green
Junior Warden
$0Pt VII · Sec A
See Alpha Masonic Lodge #729 executive salaries →

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aNo

Programs and updates

Alpha Masonic Lodge #729 is a cemetery or fraternal organization based in Kettering, OH.

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Provided by the organization

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1 program · in their own filed words · FY2024
01

Masonic fraternal organization

Pt IX · col B

By the numbers

The FY2024 990, line by line.

Download 990
from philanthropy.org
1The main four
Money inPt VIII
$101K
Ln 12
Gifts and grantsLn 1h$41K
Investment incomeLn 3$38K
Other incomeLn 4–11$23K
Money outPt IX
$80K
Ln 25
Owns and owesPt X
$1.1M
net assets · Ln 32
Cash and savingsLn 1–2$16K
Total assetsLn 16$1.1M
LiabilitiesLn 26$0
PeoplePt VI, VII
8
listed · VII A
PaidVII A0
Voting boardVI 1a8
IndependentVI 1b8
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$41K
Investment incomeLn 3$38K
Other incomeLn 4–11$23K
Gains on assetsLn 7$27K
Total revenueLn 12$101K
Assets in detailPt X, end of year
CashLn 1$16K
Cash and savings togetherLn 1–2$16K
InvestmentsLn 11–13$500K
Land, buildings, equipmentLn 10c$617K
Total assetsLn 16$1.1M
LiabilitiesLn 26$0
Net assetsLn 32$1.1M
OperationsPt I, VI
EmployeesI 50
VolunteersI 612
Fiscal year endsHeaderDecember
Conflict-of-interest policyVI 12aNo
Whistleblower policyVI 13No
Records policyVI 14No
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY24End FY24
Cash and savingsLn 1–2$26K$16K
InvestmentsLn 11–13$471K$500K
Land, buildings, equipmentLn 10c$618K$617K
Total assetsLn 16$1.1M$1.1M
LiabilitiesLn 26$0$0
Net assetsLn 32$1.1M$1.1M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic organizationsLn 1$5K
Accounting feesLn 11c$3K
Office expensesLn 13$7K
OccupancyLn 16$17K
Depreciation, depletion and amortizationLn 22$1K
Other expenses (24a–d)Ln 24$43K
All other expensesLn 24e$4K
Total functional expensesLn 25$80K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 Latest Viewing $101K$80K$22K$1.1M 990 PDF
FY2023 $72K$98K−$26K$1.1M 990 PDF
FY2022 $111K$64K$47K$1.1M 990 PDF
FY2021 $78K$51K$27K$1.1M 990 PDF
FY2020 $57K$102K−$44K$1.0M 990 PDF

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Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
See the full FY2024 990 (6 parts)
Part I · Summary $101,393 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $31,504$40,606
I-9 Program service revenuePrior year $0$0
I-10 Investment incomePrior year $17,994$37,769
I-11 Other revenuePrior year $22,918$23,018
I-12 Total revenuePrior year $72,416$101,393
I-13 Grants and similar amounts paidPrior year $3,990$4,538
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $0$0
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $94,019$74,981
I-18 Total expensesPrior year $98,009$79,519
I-19 Revenue less expensesPrior year −$25,593$21,874
Part VI · Governance 8 of 8 board members independent, 4 to look at
VI-1a Voting members of the governing body8
VI-1b Independent voting members8
VI-12a Written conflict of interest policyNo
VI-13 Written whistleblower policyNo
VI-14 Document retention and destruction policyNo
VI-15a Process for setting top official's payNo
VI-2 Family or business relationship among officers or directorsNo
Part VIII · Statement of revenue $101,393 across 7 lines filed
VIII-1b Membership dues$24,783
VIII-1f All other contributions, gifts and grants$15,823
VIII-1h Total contributions, gifts and grants$40,606
VIII-3 Investment incomeExcluded from tax $10,952$10,952
VIII-6 Net rental income or lossExcluded from tax $23,018$23,018
VIII-7 Net gain or loss on sales of assetsExcluded from tax $26,817$26,817
VIII-12 Total revenueRelated to mission $0 · Unrelated business $0 · Excluded from tax $60,787$101,393
Part IX · Statement of functional expenses $79,519 across 7 lines filed
IX-1 Grants to domestic organizations$4,538
IX-11c Accounting fees$2,900
IX-13 Office expenses$7,079
IX-16 Occupancy$17,301
IX-22 Depreciation, depletion and amortization$1,218
IX-24 Other expenses (24a–d)$42,691
IX-24e All other expenses$3,792
IX-25 Total functional expenses$79,519
Part X · Balance sheet $1,132,486 assets, 7 lines filed
X-1 Cash, non-interest-bearingStart of year $26,405$15,777
X-10c Land, buildings and equipment, netStart of year $618,123$616,905
X-11 Publicly traded securitiesStart of year $470,951$499,804
X-16 Total assetsStart of year $1,115,479$1,132,486
X-26 Total liabilitiesStart of year $0$0
X-32 Total net assets or fund balancesStart of year $1,115,479$1,132,486
X-33 Total liabilities and net assetsStart of year $1,115,479$1,132,486
Part XI · Reconciliation of net assets $1,132,486 net assets at year end
XI-1 Total revenue$101,393
XI-2 Total expenses$79,519
XI-3 Revenue less expenses$21,874
XI-4 Net assets at start of year$1,115,479
XI-5 Net unrealized gains (losses) on investments−$4,867
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$1,132,486

Form 990 e-file (XML) FY2024 from the IRS · Classification, formation year and address from the IRS Business Master File

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