Trinity Union Lodge No 372 FY2023 filing

Tax-deductible

Baton Rouge, LACemetery / fraternalMutual/MembershipEIN 77-0645877Revenue $73K in FY2023

On file with the IRSPo Box 3102, 70821-3102 · Baton Rouge, LATax-exempt since Jun 2019

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Masonic Lodge system with civic focus

Tax-exempt charity; gifts are tax-deductible.
6¢ of each $1 spent went to programs.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX

Before you give

FY2023 · 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
2 of 4
filings with a surplus
Average surplus $7K a year · 18% of revenue · last 4 filings
Worth a look: a surplus in 2 of the last 4 filings.
Pt I · Ln 19 · 4 filings
Spent on programs
6%
of spending
Concern: 6% of spending went to programs; under 50%.
Pt IX · Ln 25 · col B
Cash reserves
113 mo
of spending, in cash
Looks good: 113.1 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
0
of 262 voting members
Concern: none of 262 voting members are independent.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$73K
+98% vs prior year
Spent
$35K
To programs
6%
Net assets
$549K
By yearFY2020–FY2024
Revenue
$73K
FY2023▲ +98%
Tap a bar for its year
Revenue by fiscal year
FY2020$22K
FY2022$37K
FY2023$73K
FY2024$31K
Expenses
$35K
FY2023▲ +26%
Tap a bar for its year
Expenses by fiscal year
FY2020$36K
FY2022$28K
FY2023$35K
FY2024$33K
Net assets
$549K
FY2023▲ +7%
Tap a bar for its year
Net assets by fiscal year
FY2020$483K
FY2022$512K
FY2023$549K
FY2024$556K

From the FY2023 Form 990 · see the original

Form 990 (PDF) Claim
You’re viewing the FY2023 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 Jun 2019.

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

Where the money goes

6 cents of each dollar spent went to programs.

Program services 6% · $2K

Form 990 Part IX, line 25. Every line is in By the numbers.

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Who runs it and what they're paid

5 people listed on the 990.

Part VII, Section A · reportable compensation
President/Master
$0Pt VII · Sec A
Secretary
$0Pt VII · Sec A
$0Pt VII · Sec A
Vice President/Senior Ward
$0Pt VII · Sec A
2nd VP/Junior Warden
$0Pt VII · Sec A
See Trinity Union Lodge No 372 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

Supports community needs and civic engagement through Masonic principles.

Questions for Trinity Union Lodge No 372

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Provided by the organization

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1 program · $2K · in their own filed words · FY2023
01

Trinity union lodge annually supports programs related to dyslexia, the historic museum, and honesty & integrity awards for highschoolers.

$2Kprogram expense

By the numbers

The FY2023 990, line by line.

1The main four
Money inPt VIII
$73K
Ln 12
Other incomeLn 4–11$47K
Investment incomeLn 3$14K
Gifts and grantsLn 1h$10K
Money outPt IX
$35K
Ln 25
Programscol B$2K
Owns and owesPt X
$549K
net assets · Ln 32
Cash and savingsLn 1–2$334K
Total assetsLn 16$549K
LiabilitiesLn 26$0
PeoplePt VI, VII
5
listed · VII A
PaidVII A0
Voting boardVI 1a262
IndependentVI 1b0
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$10K
Fees for servicesLn 2g$2K
Investment incomeLn 3$14K
Other incomeLn 4–11$47K
Total revenueLn 12$73K
Assets in detailPt X, end of year
CashLn 1$302K
SavingsLn 2$31K
Cash and savings togetherLn 1–2$334K
InvestmentsLn 11–13$113K
Land, buildings, equipmentLn 10c$103K
Total assetsLn 16$549K
LiabilitiesLn 26$0
Net assetsLn 32$549K
OperationsPt I, VI
EmployeesI 50
VolunteersI 60
Fiscal year endsHeaderDecember
Conflict-of-interest policyVI 12aNo
Whistleblower policyVI 13No
Records policyVI 14Yes
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY23End FY23
Cash and savingsLn 1–2$308K$334K
InvestmentsLn 11–13$100K$113K
Land, buildings, equipmentLn 10c$105K$103K
Total assetsLn 16$512K$549K
LiabilitiesLn 26$0$0
Net assetsLn 32$512K$549K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic organizationsLn 1$504
Grants to domestic individualsLn 2$2K
Office expensesLn 13$2K
Conferences, conventions and meetingsLn 19$3K
Depreciation, depletion and amortizationLn 22$2K
Other expenses (24a–d)Ln 24$24K
All other expensesLn 24e$3K
Total functional expensesLn 25$35K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 Latest $31K$33K−$2K$556K 990 PDF
FY2023 Viewing $73K$35K$37K$549K 990 PDF
FY2022 $37K$28K$9K$512K 990 PDF
FY2021 Not on file
FY2020 $22K$36K−$15K$483K 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 FY2023 990 (6 parts)
Part I · Summary $72,818 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $8,399$9,801
I-9 Program service revenuePrior year $0$1,699
I-10 Investment incomePrior year $2$13,998
I-11 Other revenuePrior year $28,398$47,320
I-12 Total revenuePrior year $36,799$72,818
I-13 Grants and similar amounts paidPrior year $4,674$2,255
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 $23,426$33,173
I-18 Total expensesPrior year $28,100$35,428
I-19 Revenue less expensesPrior year $8,699$37,390
Part VI · Governance 0 of 262 board members independent, 3 to look at
VI-1a Voting members of the governing body262
VI-1b Independent voting members0
VI-12a Written conflict of interest policyNo
VI-13 Written whistleblower policyNo
VI-15a Process for setting top official's payNo
VI-2 Family or business relationship among officers or directorsNo
VI-14 Document retention and destruction policyYes
Part VIII · Statement of revenue $72,818 across 7 lines filed
VIII-1b Membership dues$9,801
VIII-1h Total contributions, gifts and grants$9,801
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $1,699$1,699
VIII-3 Investment incomeExcluded from tax $13,998$13,998
VIII-6 Net rental income or lossExcluded from tax $42,161$42,161
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Excluded from tax $5,159$5,159
VIII-12 Total revenueRelated to mission $1,699 · Unrelated business $0 · Excluded from tax $61,318$72,818
Part IX · Statement of functional expenses $35,428 across 7 lines filed
IX-1 Grants to domestic organizations$504
IX-2 Grants to domestic individuals$1,751
IX-13 Office expenses$1,816
IX-19 Conferences, conventions and meetings$2,622
IX-22 Depreciation, depletion and amortization$1,703
IX-24 Other expenses (24a–d)$24,334
IX-24e All other expenses$2,698
IX-25 Total functional expenses$35,428
Part X · Balance sheet $549,466 assets, 9 lines filed
X-1 Cash, non-interest-bearingStart of year $277,777$302,480
X-2 Savings and temporary cash investmentsStart of year $30,000$31,362
X-10c Land, buildings and equipment, netStart of year $104,549$102,846
X-12 Other securitiesStart of year $99,750$112,778
X-16 Total assetsStart of year $512,076$549,466
X-26 Total liabilitiesStart of year $0$0
X-27 Net assets without donor restrictionsStart of year $512,076$549,466
X-32 Total net assets or fund balancesStart of year $512,076$549,466
X-33 Total liabilities and net assetsStart of year $512,076$549,466
Part XI · Reconciliation of net assets $549,466 net assets at year end
XI-1 Total revenue$72,818
XI-2 Total expenses$35,428
XI-3 Revenue less expenses$37,390
XI-4 Net assets at start of year$512,076
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$549,466

Form 990 e-file (XML) FY2023 from the IRS · Classification, formation year and address from the IRS Business Master File

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