Civic Intelligence

Ancient Accepted Scottish Rite Bodies Valley of Augusta

990 • Fiscal year 2017 • EIN 01-0378060

Jan 01, 2017 to Dec 31, 2017 • Filed on Aug 15, 2018

11 Brooke LaneNew Gloucester, ME 04260

(207) 660-2950

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

43rd percentile

0.00x

Higher debt load relative to assets than 43% of similar nonprofits.

2017 filings • 501(c)10 • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

44th percentile

0.00x

Higher debt load relative to revenue than 44% of similar nonprofits.

2017 filings • 501(c)10 • $1M-$5M nonprofits • Source year 2017

Net Margin

91st percentile

62%

Higher net margin than 91% of similar nonprofits.

2017 filings • 501(c)10 • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

59th percentile

$4,000

Higher top officer pay than 59% of similar nonprofits.

Top officer pay equals 2.7% of source-year revenue.

2017 filings • 501(c)10 • $1M-$5M nonprofits • Source year 2017

Asset Growth

61st percentile

6.5%

Faster asset growth than 61% of similar nonprofits.

2017 filings • 501(c)10 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

95th percentile

236%

Faster revenue growth than 95% of similar nonprofits.

2017 filings • 501(c)10 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Assets

Up

$1,464,268

Up $89,902 (+6.5%) from 2016

Net Assets

Up

$1,464,244

Up $90,207 (+6.6%) from 2016

Liabilities

Down

$24

Down $305 (-93%) from 2016

Revenue

Up

$145,703

Up $102,283 (+236%) from 2016

Expenses

Up

$55,496

Up $4,476 (+8.8%) from 2016

Net Income

Up

$90,207

Up $97,807 (+1287%) from 2016

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$2.0M$1.5M$1.0M$500K$0Assets 2011: $1,164,348Liabilities 2011: $0Net Assets 2011: $1,164,3482011Assets 2012: $1,189,442Liabilities 2012: $122Net Assets 2012: $1,189,3202012Assets 2013: $1,278,478Liabilities 2013: $153Net Assets 2013: $1,278,3252013Assets 2014: $1,316,106Liabilities 2014: $153Net Assets 2014: $1,315,9532014Assets 2015: $1,268,326Liabilities 2015: $386Net Assets 2015: $1,267,9402015Assets 2016: $1,374,366Liabilities 2016: $329Net Assets 2016: $1,374,0372016Assets 2017: $1,464,268Liabilities 2017: $24Net Assets 2017: $1,464,2442017Assets 2018: $1,398,911Liabilities 2018: $325Net Assets 2018: $1,398,5862018Assets 2019: $1,599,258Liabilities 2019: $327Net Assets 2019: $1,598,9312019Assets 2020: $1,540,596Liabilities 2020: $327Net Assets 2020: $1,540,2692020Assets 2021: $1,682,370Liabilities 2021: $394Net Assets 2021: $1,681,9762021Assets 2022: $1,726,089Liabilities 2022: $233Net Assets 2022: $1,725,8562022Assets 2023: $1,758,121Liabilities 2023: $462Net Assets 2023: $1,757,6592023Assets 2024: $1,872,239Liabilities 2024: $464Net Assets 2024: $1,871,7752024

Highlighted filing

2017

Assets$1,464,268
Liabilities$24
Net Assets$1,464,244

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$400K$300K$200K$100K$0-$100KExpenses 2011: $46,3162011Expenses 2012: $49,5492012Revenue 2013: $115,749Expenses 2013: $44,911Net Income 2013: $70,8382013Revenue 2014: $59,151Expenses 2014: $41,286Net Income 2014: $17,8652014Revenue 2015: $46,812Expenses 2015: $45,760Net Income 2015: $1,0522015Revenue 2016: $43,420Expenses 2016: $51,020Net Income 2016: -$7,6002016Revenue 2017: $145,703Expenses 2017: $55,496Net Income 2017: $90,2072017Revenue 2018: $76,554Expenses 2018: $52,576Net Income 2018: $23,9782018Revenue 2019: $52,526Expenses 2019: $45,677Net Income 2019: $6,8492019Revenue 2020: $135,092Expenses 2020: $38,401Net Income 2020: $96,6912020Revenue 2021: $65,758Expenses 2021: $52,521Net Income 2021: $13,2372021Revenue 2022: $110,505Expenses 2022: $55,689Net Income 2022: $54,8162022Revenue 2023: $73,552Expenses 2023: $44,002Net Income 2023: $29,5502023Revenue 2024: $319,265Expenses 2024: $42,329Net Income 2024: $276,9362024

Highlighted filing

2017

Revenue$145,703
Expenses$55,496
Net Income$90,207
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Aug 15, 2018
Return Version
2017v2.2
Gross Receipts
$226,281
Mission and Program Overview

Mission

Charitable and moral education

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$1,374,037$1,464,244▲ $90,207
Investments in Publicly Traded Securities$1,304,193$1,433,343▲ $129,150
Savings and Temporary Cash Investments$6,562$14,523▲ $7,961
Cash and Non-Interest-Bearing Accounts$100$100→ $0
Total Assets$1,374,366$1,464,268▲ $89,902
Other Assets Total$63,511$16,302▼ $47,209
Liabilities
Other Liabilities$329$24▼ $305
Total Liabilities$329$24▼ $305
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,374,037$1,464,244▲ $90,207
Total Liabilities and Net Assets / Fund Balance$1,374,366$1,464,268▲ $89,902

Asset Categories

AssetBook ValueDepreciationBasis
Other Assets Org$-47,209--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Dawson E OtisTreasurerPT$4,000$4,000
Rufus CoxSecretary Part YearPT$3,000$3,000
Richard DorianSecretaryPT$2,000$2,000
Stanley ShortAssistant Secretary-$500$500

Board Members and Trustees

NameTitle
Lee C HapworthPresident
Bruce F RuegerDeputy Master
Michael D NicholasHigh Priest
Vincent O NelsonMost Wise Master
Lance GagnonSovereign Prince
Leon J DeonThrice Potent Master
Revenue and Support

Revenue Composition

Contributions and Grants
$16,845
Program Service Revenue
$0
Investment Income
$131,180
Other Revenue
$-2,322
All Other Contributions
$2,581
Change in Net Assets
$90,207
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$45,116
Salaries, Compensation, and Employee Benefits$10,380
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
All Other Expenses$28,811--$28,811
Current Officers, Directors, Trustees, and Key Employees$9,500--$9,500
Occupancy$6,500--$6,500
Office Expenses$2,032--$2,032
Fees for Services Accounting$1,200--$1,200
Payroll Taxes$880--$880
Insurance$580--$580
Other Expenses$331--$331
Total Functional Expenses$55,496$0$0$55,496
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Suta and Cssf Payable$24
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
No
Filing and Contact Details

Filer

Filer Name
Ancient Accepted Scottish Rite Bodies
EIN
01-0378060
Phone
2076602950
Address
11 BROOKE LANE, NEW GLOUCESTER, ME 04260
Doing Business As
Valley of Augusta

Signing Officer

Name
Dawson E Otis
Title
Treasurer
Phone
2076602950
Signed
2018-08-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Dawson E Otis
Formed
1895
Legal Domicile
Me
Voting Board Members
436
Independent Board Members
436
Employees
4
Volunteers
200

Preparer

Firm
A Plus Accounting
Address
845 AUGUSTA RD, WINSLOW, ME 04901
Preparer
Marjorie York Ea
Phone
2078733331
Supplemental Narrative

Additional Explanations

Pt VI, Line 6

Individuals desiring membership complete an application. References are checked and applicants are voted upon and receive various degrees

Pt VI, Line 7A

At annual meeting officers are elected or appointed to the position

Pt VI, Line 7B

All decisions approved by the executive committee are subject to approval of the membership

Pt VI, Line 11B

Members have reviewed finacial records and will review form 990 tax return at their next meeting. Governing body reviewed return prior to filing.

Pt VI, Line 12C

A written conflict of interest policy is maintained and requires a member not use their elected or appointed office in the organization to influence decisions of the organization that could result in personal gain for either the member, member's business, family or friends. The membermust recuse himself from voting or decision making which could result in a potential conflict of interest which is duly noted by the secretary in the official records. An officer can be removed by either a majority vote of other officers present or the membership upon the filing of a formal complaint of abuse of office or conflict of interest with the secretary.

Pt VI, Line 15A

All fees, assessments, salaries, and compensation for the officers or employees of the organization, along with the operational budget, must be approved by a majority vote of the membership at the annual meeting. Any changes to salries must first be approved by the executive committee and referred to the general membership for their acceptance or rejection.

Pt VI, Line 19

Section c the governing documents, conflicts of interest policy, and financial statements are available to all members and to the public upon request. Copies of form 990 cab be ibtaubed at guidestar.org website.

Pt VI, Line 15B

Compensationprocess for officers upon recommendation of the executive committee all compensation of officers or employees must be approved by a majority vote of the membership at the annual meeting.

Form 990, Part IX, Line 24E

Community outreach 7067. 7067.

Form 990, Part IX, Line 24E

CHARITY WORK 9129. 9129.

Form 990, Part IX, Line 24E

Assessments 12615. 12615.

Raw XML Appendix362 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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IRS990ScheduleD/OtherAssetsOrgGrp/Desc0ROBES, REGALIA & UNIFORMS
IRS990ScheduleD/OtherAssetsOrgGrp/Desc1PROPS & ACCESSORIES
IRS990ScheduleD/OtherAssetsOrgGrp/Desc2JEWELS
IRS990ScheduleD/OtherAssetsOrgGrp/Desc3LESS PRIOR ACCUMULATED DEPRECIATION
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt024
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0SUTA AND CSSF PAYABLE
IRS990ScheduleD/TotalBookValueOtherAssetsAmt016302
IRS990ScheduleD/TotalLiabilityAmt024
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0INDIVIDUALS DESIRING MEMBERSHIP COMPLETE AN APPLICATION. REFERENCES ARE CHECKED AND APPLICANTS ARE VOTED UPON AND RECEIVE VARIOUS DEGREES
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1AT ANNUAL MEETING OFFICERS ARE ELECTED OR APPOINTED TO THE POSITION
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ALL DECISIONS APPROVED BY THE EXECUTIVE COMMITTEE ARE SUBJECT TO APPROVAL OF THE MEMBERSHIP
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3MEMBERS HAVE REVIEWED FINACIAL RECORDS AND WILL REVIEW FORM 990 TAX RETURN AT THEIR NEXT MEETING. GOVERNING BODY REVIEWED RETURN PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4A WRITTEN CONFLICT OF INTEREST POLICY IS MAINTAINED AND REQUIRES A MEMBER NOT USE THEIR ELECTED OR APPOINTED OFFICE IN THE ORGANIZATION TO INFLUENCE DECISIONS OF THE ORGANIZATION THAT COULD RESULT IN PERSONAL GAIN FOR EITHER THE MEMBER, MEMBER'S BUSINESS, FAMILY OR FRIENDS. THE MEMBERMUST RECUSE HIMSELF FROM VOTING OR DECISION MAKING WHICH COULD RESULT IN A POTENTIAL CONFLICT OF INTEREST WHICH IS DULY NOTED BY THE SECRETARY IN THE OFFICIAL RECORDS. AN OFFICER CAN BE REMOVED BY EITHER A MAJORITY VOTE OF OTHER OFFICERS PRESENT OR THE MEMBERSHIP UPON THE FILING OF A FORMAL COMPLAINT OF ABUSE OF OFFICE OR CONFLICT OF INTEREST WITH THE SECRETARY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5ALL FEES, ASSESSMENTS, SALARIES, AND COMPENSATION FOR THE OFFICERS OR EMPLOYEES OF THE ORGANIZATION, ALONG WITH THE OPERATIONAL BUDGET, MUST BE APPROVED BY A MAJORITY VOTE OF THE MEMBERSHIP AT THE ANNUAL MEETING. ANY CHANGES TO SALRIES MUST FIRST BE APPROVED BY THE EXECUTIVE COMMITTEE AND REFERRED TO THE GENERAL MEMBERSHIP FOR THEIR ACCEPTANCE OR REJECTION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6SECTION C THE GOVERNING DOCUMENTS, CONFLICTS OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE TO ALL MEMBERS AND TO THE PUBLIC UPON REQUEST. COPIES OF FORM 990 CAB BE IBTAUBED AT GUIDESTAR.ORG WEBSITE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7COMPENSATIONPROCESS FOR OFFICERS UPON RECOMMENDATION OF THE EXECUTIVE COMMITTEE ALL COMPENSATION OF OFFICERS OR EMPLOYEES MUST BE APPROVED BY A MAJORITY VOTE OF THE MEMBERSHIP AT THE ANNUAL MEETING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8COMMUNITY OUTREACH 7067. 7067.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9CHARITY WORK 9129. 9129.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10ASSESSMENTS 12615. 12615.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Pt VI, Line 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Pt VI, Line 7a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Pt VI, Line 7b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Pt VI, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Pt VI, Line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Pt VI, Line 15a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Pt VI, Line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Pt VI, Line 15b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Form 990, Part IX, Line 24e
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt01374366
IRS990/TotalAssetsEOYAmt01464268
IRS990/TotalAssetsGrp/BOYAmt01374366
IRS990/TotalAssetsGrp/EOYAmt01464268
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt016845
IRS990/TotalEmployeeCnt04
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt055496
IRS990/TotalFunctionalExpensesGrp/TotalAmt055496
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0329
IRS990/TotalLiabilitiesEOYAmt024
IRS990/TotalLiabilitiesGrp/BOYAmt0329
IRS990/TotalLiabilitiesGrp/EOYAmt024
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01374037
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01464244
IRS990/TotalReportableCompFromOrgAmt09500
IRS990/TotalRevenueGrp/ExclusionAmt0128858
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0145703
IRS990/TotalVolunteersCnt0200
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01374366
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01464268
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt08260 SW 109TH PLACE RD
IRS990/USAddress/CityNm0OCALA
IRS990/USAddress/StateAbbreviationCd0FL
IRS990/USAddress/ZIPCd0344819671
IRS990/VotingMembersGoverningBodyCnt0436
IRS990/VotingMembersIndependentCnt0436
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DAWSON E OTIS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum02076602950
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-08-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ANCIENT ACCEPTED SCOTTISH RITE BODIES
ReturnHeader/Filer/BusinessNameControlTxt0ANCI
ReturnHeader/Filer/EIN0010378060
ReturnHeader/Filer/PhoneNum02076602950
ReturnHeader/Filer/USAddress/AddressLine1Txt011 BROOKE LANE
ReturnHeader/Filer/USAddress/CityNm0NEW GLOUCESTER
ReturnHeader/Filer/USAddress/StateAbbreviationCd0ME
ReturnHeader/Filer/USAddress/ZIPCd004260
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId07C2DDA23D250BA1203EC9AEADC7535C8D23CAB59
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0069E00D8FA7BC499236496A9541A998E5B83C143
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0108.183.191.254
ReturnHeader/FilingSecurityInformation/IPDt02018-09-11
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PD
ReturnHeader/FilingSecurityInformation/IPTm014:19:23
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0A PLUS ACCOUNTING
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0845 AUGUSTA RD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WINSLOW
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0ME
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd004901
ReturnHeader/PreparerPersonGrp/PhoneNum02078733331
ReturnHeader/PreparerPersonGrp/PreparationDt02018-09-11
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MARJORIE YORK EA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02018-09-11T14:19:27-07:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.87$0.00$1.87$0.32$0.04$0.28
2023Detailed filing. Detailed filing data is available for this year.$1.76$0.00$1.76$0.07$0.04$0.03
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.73$0.00$1.73$0.11$0.06$0.05
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.68$0.00$1.68$0.07$0.05$0.01
2020Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$1.54$0.00$1.54$0.14$0.04$0.10
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.60$0.00$1.60$0.05$0.05$0.01
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.40$0.00$1.40$0.08$0.05$0.02
2017Detailed filing. Detailed filing data is available for this year.$1.46$0.00$1.46$0.15$0.06$0.09
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.37$0.00$1.37$0.04$0.05$0.01
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.27$0.00$1.27$0.05$0.05$0.00
2014Detailed filing. Detailed filing data is available for this year.$1.32$0.00$1.32$0.06$0.04$0.02
2013Summary only. Only limited summary data is available for this year.$1.28$0.00$1.28$0.12$0.04$0.07
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.19$0.00$1.19$0.05
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.16$0.00$1.16$0.05