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Masonic Hall Association FY2020 filing

Not tax-deductible

Sn Luis Obisp, CAMutual-benefit / member-servingEIN 95-0980392Revenue $318K in FY2020

On file with the IRS859 Marsh St, 93401-3611 · Sn Luis Obisp, CATax-exempt since Jul 1941

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San Luis Obispo Masonic Hall Association operates exclusively as a supporting organization of the King Davids Lodge No. 209, an exempt organization under 501(c)10.

Mission: Form 990 Part I, line 1

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FY2020 · Form 990Independent: from IRS data, not the org
Download 990
Tax-deductible gifts
No
Donations are not tax-deductible
Worth a look: the IRS does not list 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 $69K a year · 20% of revenue · last 5 filings
Worth a look: a surplus in 3 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Spent on programs
0%
of spending
Concern: 0% of spending went to programs; under 50%.
Pt IX · Ln 25 · col B
Cash reserves
2 mo
of spending, in cash
Fine: 1.7 months of spending in cash; 1 to 3.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
1
named funder · $12K
Fine: 1 funder names it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$2K
0.3% of total assets
Looks good: liabilities are 0% of assets; 50% or less.
Pt X · Ln 26
Independent board members
4
of 4 voting members
Looks good: 4 of 4 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$318K
Spent
$338K
To programs
0%
Net assets
$656K
By yearFY2020–FY2024
Revenue
$318K
FY2020
Tap a bar for its year
Revenue by fiscal year
FY2020$318K
FY2021$346K
FY2022$424K
FY2023$296K
FY2024$307K
Expenses
$338K
FY2020
Tap a bar for its year
Expenses by fiscal year
FY2020$338K
FY2021$429K
FY2022$178K
FY2023$231K
FY2024$170K
Net assets
$656K
FY2020
Tap a bar for its year
Net assets by fiscal year
FY2020$656K
FY2021$574K
FY2022$625K
FY2023$581K
FY2024$549K

From the FY2020 Form 990 · see the original

990 PDF Claim
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 Jul 1941.

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

Who runs it and what they're paid

4 people listed on the 990.

Part VII, Section A · reportable compensation
$0Pt VII · Sec A
$0Pt VII · Sec A
Robert Sachs
President
$0Pt VII · Sec A
Marco Rizzo
Vice President
$0Pt VII · Sec A
See Masonic Hall Association 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 a Masonic Lodge by providing a meeting place and resources.

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Provided by the organization

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1 program · in their own filed words · FY2020
01

San Luis Obispo Masonic Hall Association operates exclusively as a supporting organization of the King Davids Lodge No. 209, an exempt organization under 501(c)10.

Pt IX · col B

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · funders on record
Grants received · FY2024
Free and Accepted Masons Hesperian Lodge 262FY2024$12K
Total grants receivedfrom 1 funder$12K

By the numbers

The FY2020 990, line by line.

Download 990
from philanthropy.org
1The main four
Money inPt VIII
$318K
Ln 12
Fees for servicesLn 2g$310K
Other incomeLn 4–11$8K
Money outPt IX
$338K
Ln 25
Owns and owesPt X
$656K
net assets · Ln 32
Cash and savingsLn 1–2$48K
Total assetsLn 16$658K
LiabilitiesLn 26$2K
PeoplePt VI, VII
4
listed · VII A
PaidVII A0
Voting boardVI 1a4
IndependentVI 1b4
2In more detail
Revenue in detailPt VIII
Fees for servicesLn 2g$310K
Other incomeLn 4–11$8K
Total revenueLn 12$318K
Assets in detailPt X, end of year
CashLn 1$48K
Cash and savings togetherLn 1–2$48K
Land, buildings, equipmentLn 10c$608K
Total assetsLn 16$658K
LiabilitiesLn 26$2K
Net assetsLn 32$656K
OperationsPt I, VI
EmployeesI 54
VolunteersI 64
Fiscal year endsHeaderDecember
Conflict-of-interest policyVI 12aYes
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$54K$48K
Land, buildings, equipmentLn 10c$622K$608K
Total assetsLn 16$678K$658K
LiabilitiesLn 26$2K$2K
Net assetsLn 32$676K$656K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Other salaries and wagesLn 7$29K
Other employee benefitsLn 9$1K
Payroll taxesLn 10$3K
Accounting feesLn 11c$8K
Office expensesLn 13$129
OccupancyLn 16$93K
Payments to affiliatesLn 21$135K
Depreciation, depletion and amortizationLn 22$51K
InsuranceLn 23$14K
Other expenses (24a–d)Ln 24$4K$4K
All other expensesLn 24e$40
Total functional expensesLn 25$338K$0$0$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 Latest $307K$170K$136K$549K 990 PDF
FY2023 $296K$231K$65K$581K 990 PDF
FY2022 $424K$178K$246K$625K 990 PDF
FY2021 $346K$429K−$82K$574K 990 PDF
FY2020 Viewing $318K$338K−$20K$656K 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 FY2020 990 (6 parts)
Part I · Summary $318,094 revenue, 12 lines filed
I-8 Contributions and grants$0
I-9 Program service revenuePrior year $324,607$310,221
I-10 Investment income$0
I-11 Other revenue$7,873
I-12 Total revenuePrior year $324,607$318,094
I-13 Grants and similar amounts paid$0
I-14 Benefits paid to members$0
I-15 Salaries and benefitsPrior year $36,151$33,163
I-16a Professional fundraising fees$0
I-17 Other expensesPrior year $288,883$304,821
I-18 Total expensesPrior year $325,034$337,984
I-19 Revenue less expensesPrior year −$427−$19,890
Part VI · Governance 4 of 4 board members independent, 3 to look at
VI-1a Voting members of the governing body4
VI-1b Independent voting members4
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
VI-12a Written conflict of interest policyYes
Part VIII · Statement of revenue $318,094 across 3 lines filed
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $310,221$310,221
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Related to mission $7,873$7,873
VIII-12 Total revenueRelated to mission $318,094 · Unrelated business $0 · Excluded from tax $0$318,094
Part IX · Statement of functional expenses $337,984 across 11 lines filed
IX-7 Other salaries and wages$29,400
IX-9 Other employee benefits$1,034
IX-10 Payroll taxes$2,729
IX-11c Accounting fees$7,535
IX-13 Office expenses$129
IX-16 Occupancy$92,989
IX-21 Payments to affiliates$135,000
IX-22 Depreciation, depletion and amortization$50,659
IX-23 Insurance$14,405
IX-24 Other expenses (24a–d)Programs $4,064$4,064
IX-24e All other expenses$40
IX-25 Total functional expensesPrograms $0 · Management $0 · Fundraising $0$337,984
Part X · Balance sheet $658,002 assets, 9 lines filed
X-1 Cash, non-interest-bearingStart of year $53,778$48,291
X-4 Accounts receivableStart of year $1,500$1,500
X-10c Land, buildings and equipment, netStart of year $622,410$608,211
X-16 Total assetsStart of year $677,688$658,002
X-17 Accounts payable and accrued expensesStart of year $1,682$1,682
X-25 Other liabilities$204
X-26 Total liabilitiesStart of year $1,682$1,886
X-32 Total net assets or fund balancesStart of year $676,006$656,116
X-33 Total liabilities and net assetsStart of year $677,688$658,002
Part XI · Reconciliation of net assets $656,116 net assets at year end
XI-1 Total revenue$318,094
XI-2 Total expenses$337,984
XI-3 Revenue less expenses−$19,890
XI-4 Net assets at start of year$676,006
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$656,116

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

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