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Alpha Masonic Lodge #729 FY2020 filing

Tax-deductible

Kettering, OHCemetery / fraternalMutual / membership EIN 31-0667274Revenue $57K in FY2020

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.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78

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FY2020 · 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
3 mo
of spending, in cash
Plus $356K in investments, Pt X · Ln 11–13
Looks good: 3.4 months of spending in cash; 3 or more.
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
$57K
Spent
$102K
Net assets
$1.0M
By yearFY2020–FY2024
Revenue
$57K
FY2020
Tap a bar for its year
Revenue by fiscal year
FY2020$57K
FY2021$78K
FY2022$111K
FY2023$72K
FY2024$101K
Expenses
$102K
FY2020
Tap a bar for its year
Expenses by fiscal year
FY2020$102K
FY2021$51K
FY2022$64K
FY2023$98K
FY2024$80K
Net assets
$1.0M
FY2020
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 FY2020 Form 990 · see the original

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You’re viewing the FY2020 filing — not the latest on file. See the latest (FY2024) →

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

11 people listed on the 990.

Part VII, Section A · reportable compensation
$0Pt VII · Sec A
Brian Holley
SR Warden
$0Pt VII · Sec A
Michael Clark
JR Warden
$0Pt VII · Sec A
Jeffrey Starr
Treasurer
$0Pt VII · Sec A
Russell Oliver
Secretary (nov-Dec)
$0Pt VII · Sec A
Dan Vulgamore
Secretary (jan-Nov)
$0Pt VII · Sec A
$0Pt VII · Sec A
Stan Brookins
Trustee (nov-Dec)
$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 · FY2020
01

Masonic fraternal organization

Pt IX · col B

By the numbers

The FY2020 990, line by line.

Download 990
from philanthropy.org
1The main four
Money inPt VIII
$57K
Ln 12
Gifts and grantsLn 1h$25K
Other incomeLn 4–11$24K
Investment incomeLn 3$8K
Money outPt IX
$102K
Ln 25
Owns and owesPt X
$1.0M
net assets · Ln 32
Cash and savingsLn 1–2$29K
Total assetsLn 16$1.0M
LiabilitiesLn 26$0
PeoplePt VI, VII
11
listed · VII A
PaidVII A0
Voting boardVI 1a8
IndependentVI 1b8
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$25K
Investment incomeLn 3$8K
Other incomeLn 4–11$24K
Gains on assetsLn 7−$385
Total revenueLn 12$57K
Assets in detailPt X, end of year
CashLn 1$29K
Cash and savings togetherLn 1–2$29K
InvestmentsLn 11–13$356K
Land, buildings, equipmentLn 10c$622K
Total assetsLn 16$1.0M
LiabilitiesLn 26$0
Net assetsLn 32$1.0M
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 FY20End FY20
Cash and savingsLn 1–2$39K$29K
InvestmentsLn 11–13$376K$356K
Land, buildings, equipmentLn 10c$623K$622K
Total assetsLn 16$1.0M$1.0M
LiabilitiesLn 26$0$0
Net assetsLn 32$1.0M$1.0M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic organizationsLn 1$700
Accounting feesLn 11c$5K
Investment management feesLn 11f$3K
Office expensesLn 13$2K
OccupancyLn 16$13K
Depreciation, depletion and amortizationLn 22$1K
Other expenses (24a–d)Ln 24$75K
All other expensesLn 24e$1K
Total functional expensesLn 25$102K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 Latest $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 Viewing $57K$102K−$44K$1.0M 990 PDF

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Schedules filed Part IV

III · Programs R · Related orgs G · Fundraising L · Interested persons I · Grants A · Public support O · Explanations
See the full FY2020 990 (6 parts)
Part I · Summary $57,464 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $190,841$25,418
I-9 Program service revenuePrior year $0$0
I-10 Investment incomePrior year $19,008$7,831
I-11 Other revenuePrior year $30,960$24,215
I-12 Total revenuePrior year $240,809$57,464
I-13 Grants and similar amounts paidPrior year $0$700
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $2,300$0
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $70,114$100,842
I-18 Total expensesPrior year $72,414$101,542
I-19 Revenue less expensesPrior year $168,395−$44,078
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 $57,464 across 8 lines filed
VIII-1b Membership dues$24,682
VIII-1f All other contributions, gifts and grants$736
VIII-1h Total contributions, gifts and grants$25,418
VIII-3 Investment incomeExcluded from tax $8,216$8,216
VIII-6 Net rental income or lossExcluded from tax $22,896$22,896
VIII-7 Net gain or loss on sales of assetsExcluded from tax −$385−$385
VIII-8 Net income from fundraising eventsExcluded from tax $1,319$1,319
VIII-12 Total revenueRelated to mission $0 · Unrelated business $0 · Excluded from tax $32,046$57,464
Part IX · Statement of functional expenses $101,542 across 8 lines filed
IX-1 Grants to domestic organizations$700
IX-11c Accounting fees$5,173
IX-11f Investment management fees$3,067
IX-13 Office expenses$2,217
IX-16 Occupancy$12,722
IX-22 Depreciation, depletion and amortization$1,218
IX-24 Other expenses (24a–d)$75,161
IX-24e All other expenses$1,284
IX-25 Total functional expenses$101,542
Part X · Balance sheet $1,006,293 assets, 7 lines filed
X-1 Cash, non-interest-bearingStart of year $39,104$28,529
X-10c Land, buildings and equipment, netStart of year $622,995$621,777
X-11 Publicly traded securitiesStart of year $375,938$355,987
X-16 Total assetsStart of year $1,038,037$1,006,293
X-26 Total liabilitiesStart of year $0$0
X-32 Total net assets or fund balancesStart of year $1,038,037$1,006,293
X-33 Total liabilities and net assetsStart of year $1,038,037$1,006,293
Part XI · Reconciliation of net assets $1,006,293 net assets at year end
XI-1 Total revenue$57,464
XI-2 Total expenses$101,542
XI-3 Revenue less expenses−$44,078
XI-4 Net assets at start of year$1,038,037
XI-5 Net unrealized gains (losses) on investments−$7,139
XI-8 Prior period adjustments$19,474
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$1,006,293

Form 990 e-file (XML) FY2020 from the IRS · Classification, formation year and address from the IRS Business Master File

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