Civic Intelligence

Ancient Accepted Scottish Rite Free-

990 • Fiscal year 2022 • EIN 02-0263003

Aug 01, 2021 to Jul 31, 2022 • Filed on Dec 06, 2022

196 Main Street 16Nashua, NH 03060-2999

(603) 882-4931

Siviq Scores

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

Liabilities / Assets

71st percentile

0.00x

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

2022 filings • 501(c)10 • <$500k nonprofits • Source year 2022

Liabilities / Revenue

71st percentile

0.00x

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

2022 filings • 501(c)10 • <$500k nonprofits • Source year 2022

Net Margin

2nd percentile

-213%

Higher net margin than 2% of similar nonprofits.

2022 filings • 501(c)10 • <$500k nonprofits • Source year 2022

Top Officer Pay

84th percentile

$600

Higher top officer pay than 84% of similar nonprofits.

Top officer pay equals 18.9% of source-year revenue.

2022 filings • 501(c)10 • <$500k nonprofits • Source year 2022

Asset Growth

31st percentile

-11%

Faster asset growth than 31% of similar nonprofits.

2022 filings • 501(c)10 • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

6th percentile

-65%

Faster revenue growth than 6% of similar nonprofits.

2022 filings • 501(c)10 • <$500k nonprofits • Annualized from 2021 to 2022

Assets

Down

$110,652

Down $13,741 (-11%) from 2021

Net Assets

Down

$110,652

Down $13,741 (-11%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue

Down

$3,174

Down $5,973 (-65%) from 2021

Expenses

Down

$9,919

Down $1,058 (-9.6%) from 2021

Net Income

Down

-$6,745

Down $4,915 (-269%) from 2021

Historical Trend

Balance Sheet Trend

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

$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

2022

Assets$110,652
Liabilities$0
Net Assets$110,652

Operations Trend

Revenue, expenses, and net income across loaded years, with this 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

2022

Revenue$3,174
Expenses$9,919
Net Income-$6,745
Jump To
Filing Snapshot
Filing Period
Aug 1, 2021 to Jul 31, 2022
Signed
Dec 6, 2022
Return Version
2021v4.2
Gross Receipts
$215,184
Mission and Program Overview

Mission

Domestic fraternal organizationfraternal and charitable outreach

Domestic fraternal organization fraternal and charitable outreach

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$91,421$79,945▼ $11,476
Investments Other Securities$24,428$24,445▲ $17
Cash and Non-Interest-Bearing Accounts$8,544$6,262▼ $2,282
Total Assets$124,393$110,652▼ $13,741
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets With Donor Restrictions$97,096$97,096→ $0
Net Assets Without Donor Restrictions$27,297$13,556▼ $13,741
Total Net Assets Fund Balance$124,393$110,652▼ $13,741
Total Liabilities and Net Assets / Fund Balance$124,393$110,652▼ $13,741

Asset Categories

AssetBook ValueDepreciationBasis
Closely Held Equity Interests$24,445--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2021$91,421-▼ $10,610-$79,945
2020$91,495-▲ $829-$91,421
2019$96,512-▲ $110$3,500$92,495
2018$89,102-▲ $6,585-$95,512
2017$88,390-▲ $3,212$2,500$89,102
Compensation and Service Providers

Employees

NameTitleBaseTotal
Edward M WaibleSecretary$600$600
Larry D GullettTreasurer$300$300

Board Members and Trustees

NameTitle
Samuel J VarjabedianActing Secretray
Mark D ChalbeckActing Treasurer
Glenn a RuhlAssistant Treasurer
C Wayne Libby JrHospitaler
Edward G WigfieldJr. Warden
Eric C ThingMaster of Ceremonies
David W SmithMost Wise Master
Michael S HenryOrator
Robert S Bean IiiPost Most Wise Master
Roland N PetersenSr. Warden
John W JacksonTyler
Revenue and Support

Revenue Composition

Contributions and Grants
$6,679
Program Service Revenue
$0
Investment Income
$-3,592
Other Revenue
$87
Change in Net Assets
$-6,745
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$7,220
Salaries, Compensation, and Employee Benefits$1,397
Grants and Similar Amounts Paid$1,302
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Occupancy$1,452$1,452-$2,904
Grants to Domestic Orgs$1,302--$1,302
Office Expenses$594$593-$1,187
Conferences and Meetings$1,014--$1,014
Current Officers, Directors, Trustees, and Key Employees-$900-$900
Fees for Service Investment Mgmnt Fees-$866-$866
Payments to Affiliates-$644-$644
Other Salaries and Wages$231$231-$462
Fees for Services Accounting-$335-$335
Insurance-$270-$270
Payroll Taxes$17$18-$35
Total Functional Expenses$4,610$5,309$0$9,919
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
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
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
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 6

The organization consists of members who pay membership dues.

Form 990, Part VI, Section A, Line 7A

The memberships elects the governing board annually

Form 990, Part VI, Section A, Line 7B

The members have the authority to ratify the decisions of the governing body.

Form 990, Part VI, Section B, Line 11B

Copy of form 990 made available to all trustees prior to mailing

Form 990, Part VI, Section B, Line 12C

Members will recuse themselves from votes as required.

Form 990, Part VI, Section C, Line 18

Information made available to the public at the office (including: governing documents, conflict of interest policy and financial information tax filings)

Form 990, Part VI, Section C, Line 19

Information made available to the public at the office (including: governing documents, conflict of interest policy and financial information)

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
Larry D Gullett
Title
Treasurer
Phone
6039438948
Signed
2022-12-06
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Larry D Gullett
Formed
1864
Legal Domicile
Nh
Voting Board Members
13
Independent Board Members
13
Employees
0
Volunteers
40

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, PART XI, LINE 9:

RECONCILIATION 2.

Raw XML AppendixShowing 400 of 432 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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IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/BoardDesignatedBalanceEOYPct00.23420
IRS990ScheduleD/CloselyHeldEquityInterestsGrp/BookValueAmt024445
IRS990ScheduleD/CloselyHeldEquityInterestsGrp/MethodValuationCd0C
IRS990ScheduleD/CYEndwmtFundGrp/AdministrativeExpensesAmt0866
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt091421
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt079945
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-10610
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/AdministrativeExpensesAmt0903
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt091495
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt091421
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0829
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/AdministrativeExpensesAmt0627
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt096512
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt092495
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0110
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/OtherExpendituresAmt03500
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/AdministrativeExpensesAmt0175
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt089102
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt095512
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt06585
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt088390
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt089102
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt03212
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/OtherExpendituresAmt02500
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct00.76580
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalBookValueSecuritiesAmt024445
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION CONSISTS OF MEMBERS WHO PAY MEMBERSHIP DUES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE MEMBERSHIPS ELECTS THE GOVERNING BOARD ANNUALLY
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE MEMBERS HAVE THE AUTHORITY TO RATIFY THE DECISIONS OF THE GOVERNING BODY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3COPY OF FORM 990 MADE AVAILABLE TO ALL TRUSTEES PRIOR TO MAILING
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4MEMBERS WILL RECUSE THEMSELVES FROM VOTES AS REQUIRED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5INFORMATION MADE AVAILABLE TO THE PUBLIC AT THE OFFICE (INCLUDING: GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL INFORMATION TAX FILINGS)
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6INFORMATION MADE AVAILABLE TO THE PUBLIC AT THE OFFICE (INCLUDING: GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL INFORMATION)
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7RECONCILIATION 2.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION A, LINE 7B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART VI, SECTION C, LINE 18
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7FORM 990, PART XI, LINE 9:
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0N
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0237358145
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501 )C)(10)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileForeignCountryCd0NH
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0SPONSORING ORGANIZATION FOR FOUR (4) SCOTTISH RITE BODIES IN NASHUA NH
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt0PO BOX 519
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0LEXINGTON
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0MA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd002173
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0124393
IRS990/TotalAssetsEOYAmt0110652
IRS990/TotalAssetsGrp/BOYAmt0124393
IRS990/TotalAssetsGrp/EOYAmt0110652
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt06679
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt05309
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt04610
IRS990/TotalFunctionalExpensesGrp/TotalAmt09919
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0124393
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0110652
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt04610
IRS990/TotalReportableCompFromOrgAmt0900
IRS990/TotalRevenueGrp/ExclusionAmt0-3592
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt087
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt03174
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt040
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0124393
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0110652
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TypeOfOrganizationAssocInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt032 SIOUX AVE
IRS990/USAddress/CityNm0NASHUA
IRS990/USAddress/StateAbbreviationCd0NH
IRS990/USAddress/ZIPCd003063
IRS990/VotingMembersGoverningBodyCnt013
IRS990/VotingMembersIndependentCnt013
IRS990/WebsiteAddressTxt0WWW.SCOTTISRITENMJ.ORG
IRS990/WhistleblowerPolicyInd01
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1

Document Assets

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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
2022Detailed filing. Detailed filing data is available for this year.$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