Civic Intelligence

Ancient Accepted Scottish Rite Free- Masonry Nmj Nashua Valley Rose Croix

EIN 02-0263003 • 501(c)10 • Nashua, NH

Profile

Domestic fraternal organizationfraternal and charitable outreach

196 Main Street 16Nashua, NH 03060-2999

www.scottisritenmj.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

73rd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)10 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

74th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)10 • <$500k nonprofits • Source year 2024

Net Margin

54th percentile

7.1%

Higher net margin than 54% of similar nonprofits.

501(c)10 • <$500k nonprofits • Source year 2024

Top Officer Pay

87th percentile

$1,118

Higher top officer pay than 87% of similar nonprofits.

Top officer pay equals 8.6% of source-year revenue.

501(c)10 • <$500k nonprofits • Source year 2024

Asset Growth

58th percentile

2.9%

Faster asset growth than 58% of similar nonprofits.

501(c)10 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

82nd percentile

43%

Faster revenue growth than 82% of similar nonprofits.

501(c)10 • <$500k nonprofits • Annualized from 2023 to 2024

Assets

Up

$119,158

Up $3,363 (+2.9%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$119,158

Up $3,363 (+2.9%) from 2023

Revenue

Up

$13,076

Up $3,911 (+43%) from 2023

Expenses

Up

$12,144

Up $1,527 (+14%) from 2023

Net Income

Up

$932

Up $2,384 (+164%) from 2023

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$150K$100K$50K$0Assets 2011: $102,146Liabilities 2011: $02011Assets 2012: $101,870Liabilities 2012: $0Net Assets 2012: $101,8702012Assets 2013: $104,956Liabilities 2013: $02013Assets 2014: $106,669Liabilities 2014: $02014Assets 2015: $110,308Liabilities 2015: $02015Assets 2016: $116,855Liabilities 2016: $02016Assets 2017: $117,604Liabilities 2017: $02017Assets 2018: $119,477Liabilities 2018: $02018Assets 2019: $124,111Liabilities 2019: $02019Assets 2020: $124,286Liabilities 2020: $02020Assets 2021: $124,393Liabilities 2021: $0Net Assets 2021: $124,3932021Assets 2022: $110,652Liabilities 2022: $0Net Assets 2022: $110,6522022Assets 2023: $115,795Liabilities 2023: $0Net Assets 2023: $115,7952023Assets 2024: $119,158Liabilities 2024: $0Net Assets 2024: $119,1582024

Highlighted filing

2024

Assets$119,158
Liabilities$0
Net Assets$119,158

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$30K$20K$10K$0-$10KRevenue 2011: $18,263Expenses 2011: $12,873Net Income 2011: $5,3902011Revenue 2012: $11,312Expenses 2012: $11,159Net Income 2012: $1532012Revenue 2013: $9,321Expenses 2013: $11,796Net Income 2013: -$2,4752013Revenue 2014: $12,005Expenses 2014: $13,227Net Income 2014: -$1,2222014Revenue 2015: $22,220Expenses 2015: $10,913Net Income 2015: $11,3072015Revenue 2016: $13,797Expenses 2016: $11,297Net Income 2016: $2,5002016Revenue 2017: $14,977Expenses 2017: $11,331Net Income 2017: $3,6462017Revenue 2018: $13,860Expenses 2018: $9,828Net Income 2018: $4,0322018Revenue 2019: $15,459Expenses 2019: $12,227Net Income 2019: $3,2322019Revenue 2020: $10,557Expenses 2020: $9,177Net Income 2020: $1,3802020Revenue 2021: $9,147Expenses 2021: $10,977Net Income 2021: -$1,8302021Revenue 2022: $3,174Expenses 2022: $9,919Net Income 2022: -$6,7452022Revenue 2023: $9,165Expenses 2023: $10,617Net Income 2023: -$1,4522023Revenue 2024: $13,076Expenses 2024: $12,144Net Income 2024: $9322024

Highlighted filing

2024

Revenue$13,076
Expenses$12,144
Net Income$932

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.19$0.00$1.19$0.13$0.12$0.01
2023Detailed filing. Detailed filing data is available for this year.$1.16$0.00$1.16$0.09$0.11$0.01
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.11$0.00$1.11$0.03$0.10$0.07
2021Detailed filing. Detailed filing data is available for this year.$1.24$0.00$1.24$0.09$0.11$0.02
2020Summary only. Only limited summary data is available for this year.$1.24$0.00$0.11$0.09$0.01
2019Summary only. Only limited summary data is available for this year.$1.24$0.00$0.15$0.12$0.03
2018Summary only. Only limited summary data is available for this year.$1.19$0.00$0.14$0.10$0.04
2017Summary only. Only limited summary data is available for this year.$1.18$0.00$0.15$0.11$0.04
2016Summary only. Only limited summary data is available for this year.$1.17$0.00$0.14$0.11$0.03
2015Summary only. Only limited summary data is available for this year.$1.10$0.00$0.22$0.11$0.11
2014Summary only. Only limited summary data is available for this year.$1.07$0.00$0.12$0.13$0.01
2013Summary only. Only limited summary data is available for this year.$1.05$0.00$0.09$0.12$0.02
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.02$0.00$1.02$0.11$0.11$0.00
2011Summary only. Only limited summary data is available for this year.$1.02$0.00$0.18$0.13$0.05
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Aug 1, 2023 to Jul 31, 2024
Signed
Dec 11, 2024
Return Version
2023v5.1
Gross Receipts
$82,329
Mission and Program Overview

Mission

Domestic fraternal organizationfraternal and charitable outreach

Domestic fraternal organization

Program Services

DescriptionGrantsExpenses
CHARITABLE OUTREACH$1,066$0
SUPPORT CHILDREN'S LEARNING CENTERS$267$0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
BRYAN FOOSESecretary-$1,118-$1,118
JAMES LAWRENCETreasurer / Trustee-$1,000-$1,000
ROLAND N PETERSENMost Wise Master-$0--
EDWARD G WIGFIELDSr Warden-$0--
BRIAN SMITHJr Warden-$0--
LOVELL LANDONAssistant Treasurer-$0--
Filing and Contact Details

Filer

Filer Name
Ancient Accepted Scottish Rite Free-
EIN
02-0263003
Phone
6038824931
Address
196 MAIN STREET 16, NASHUA, NH 03060-2999

Signing Officer

Name
James Lawrence
Title
Treasurer
Phone
7815583925
Signed
2024-12-11
Discuss with paid preparer
Yes

Preparer

Firm
David E Tully & Associates Pa
Address
20 TRAFALGAR SQUARE SUITE 202, NASHUA, NH 03063
Preparer
David E Tully
Phone
6038868885
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 4 - Other Investment Income

Description: investment income - nashua masonic bodies trust. Amount: description: dividend income - investment account. Amount: 2,396. Description: interest income - savings. Amount: 4. Total included on form 990-ez, line 4: 2,855.

Form 990-ez, Part I, Line 10 - Payments to Affiliates

Affiliate name: new hampshire council of deliberation. Affiliate address: 196 main street suite 16 nasha, nh 03060-2914. Amount of payment: 590.

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

Activity classification: . Grantee name: children's dyslexia center of nashua. Grantee address: 200 main st nashua, nh 03060. Date of gift: 05/21/24. Amount given: 267.

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

Activity classification: . Grantee name: new hamsphrie demalay. Grantee address: 117 donald dr goffstown, nh 03045. Date of gift: 05/21/24. Amount given: 266.

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

Activity classification: . Grantee name: goffstown assembly. Grantee address: 15 mountain rd goffstown, nh 03045. Date of gift: 05/21/24. Amount given: 800. Total included on form 990-ez, line 10: 1,333.

Form 990-ez, Part I, Line 16 - Other Expenses

Description: meetings and convocations. Amount: 1,602. Description: investment fees. Amount: 894. Total to form 990-ez, line 16: 2,496.

Form 990-ez, Part I, Line 20 - Other Changes in Net Assets

Description: unrealized investment gain/(loss). Amount: 2,431.

Form 990-ez, Part II, Line 24 - Other Assets

Description: 125 shs masonic buildng association stock. Beg. Of year amount: 6,250. End of year amount: 6,250. Description: investment - nashua masonic bodies trust. Beg. Of year amount: 18,201. End of year amount: 18,656. Description: wells fargo investments. Beg. Of year amount: 87,314. End of year amount: 93,487.

Raw XML Appendix147 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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IRS990EZ/BooksInCareOfDetail/PhoneNum07815583925
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0HUDSON
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0ROLAND N PETERSEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1EDWARD G WIGFIELD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JAMES LAWRENCE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3BRIAN SMITH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4BRYAN FOOSE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5LOVELL LANDON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0MOST WISE MASTER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1SR WARDEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER / TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3JR WARDEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5ASSISTANT TREASURER
IRS990EZ/OperateHospitalInd00
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IRS990EZ/OtherExpensesTotalAmt02496
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0DOMESTIC FRATERNAL ORGANIZATION
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0SUPPORT CHILDREN'S LEARNING CENTERS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1CHARITABLE OUTREACH
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IRS990EZ/SalariesOtherCompEmplBnftAmt02118
IRS990EZ/SaleOfAssetsGrossAmt071494
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IRS990EZ/SubjectToProxyTaxInd00
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IRS990EZ/TotalExpensesAmt012144
IRS990EZ/TotalRevenueAmt013076
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0WWW.SCOTTISRITENMJ.ORG
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INVESTMENT INCOME - NASHUA MASONIC BODIES TRUST. AMOUNT: DESCRIPTION: DIVIDEND INCOME - INVESTMENT ACCOUNT. AMOUNT: 2,396. DESCRIPTION: INTEREST INCOME - SAVINGS. AMOUNT: 4. TOTAL INCLUDED ON FORM 990-EZ, LINE 4: 2,855.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1AFFILIATE NAME: NEW HAMPSHIRE COUNCIL OF DELIBERATION. AFFILIATE ADDRESS: 196 MAIN STREET SUITE 16 NASHA, NH 03060-2914. AMOUNT OF PAYMENT: 590.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ACTIVITY CLASSIFICATION: . GRANTEE NAME: CHILDREN'S DYSLEXIA CENTER OF NASHUA. GRANTEE ADDRESS: 200 MAIN ST NASHUA, NH 03060. DATE OF GIFT: 05/21/24. AMOUNT GIVEN: 267.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ACTIVITY CLASSIFICATION: . GRANTEE NAME: NEW HAMSPHRIE DEMALAY. GRANTEE ADDRESS: 117 DONALD DR GOFFSTOWN, NH 03045. DATE OF GIFT: 05/21/24. AMOUNT GIVEN: 266.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4ACTIVITY CLASSIFICATION: . GRANTEE NAME: GOFFSTOWN ASSEMBLY. GRANTEE ADDRESS: 15 MOUNTAIN RD GOFFSTOWN, NH 03045. DATE OF GIFT: 05/21/24. AMOUNT GIVEN: 800. TOTAL INCLUDED ON FORM 990-EZ, LINE 10: 1,333.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5DESCRIPTION: MEETINGS AND CONVOCATIONS. AMOUNT: 1,602. DESCRIPTION: INVESTMENT FEES. AMOUNT: 894. TOTAL TO FORM 990-EZ, LINE 16: 2,496.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6DESCRIPTION: UNREALIZED INVESTMENT GAIN/(LOSS). AMOUNT: 2,431.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7DESCRIPTION: 125 SHS MASONIC BUILDNG ASSOCIATION STOCK. BEG. OF YEAR AMOUNT: 6,250. END OF YEAR AMOUNT: 6,250. DESCRIPTION: INVESTMENT - NASHUA MASONIC BODIES TRUST. BEG. OF YEAR AMOUNT: 18,201. END OF YEAR AMOUNT: 18,656. DESCRIPTION: WELLS FARGO INVESTMENTS. BEG. OF YEAR AMOUNT: 87,314. END OF YEAR AMOUNT: 93,487.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 10 - PAYMENTS TO AFFILIATES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990-EZ, PART I, LINE 20 - OTHER CHANGES IN NET ASSETS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7FORM 990-EZ, PART II, LINE 24 - OTHER ASSETS
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JAMES LAWRENCE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum07815583925
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-12-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ANCIENT ACCEPTED SCOTTISH RITE FREE-
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0MASONRY NMJ NASHUA VALLEY ROSE CROIX
ReturnHeader/Filer/BusinessNameControlTxt0ANCI
ReturnHeader/Filer/EIN0020263003
ReturnHeader/Filer/PhoneNum06038824931
ReturnHeader/Filer/USAddress/AddressLine1Txt0196 MAIN STREET 16
ReturnHeader/Filer/USAddress/CityNm0NASHUA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NH
ReturnHeader/Filer/USAddress/ZIPCd0030602999
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0020330274
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0DAVID E TULLY & ASSOCIATES PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt020 TRAFALGAR SQUARE SUITE 202
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0NASHUA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd003063
ReturnHeader/PreparerPersonGrp/PhoneNum06038868885
ReturnHeader/PreparerPersonGrp/PreparationDt02024-12-11
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DAVID E TULLY
ReturnHeader/ReturnTs02024-12-11T15:42:32-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-08-01
ReturnHeader/TaxPeriodEndDt02024-07-31
ReturnHeader/TaxYr02023

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