Civic Intelligence

Ancient Accepted Scottish Rite Of

990EZ • Fiscal year 2023 • EIN 04-1787049

Aug 01, 2022 to Jul 31, 2023 • Filed on Dec 12, 2023

Organization ProfileWWW.SCOTTISHRITENMJ.ORG
1 Ionic AveWorcester, MA 01608

(508) 752-9321

Siviq Scores

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

Liabilities / Assets

67th percentile

0.00x

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

2023 filings • 501(c)10 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

68th percentile

0.00x

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

2023 filings • 501(c)10 • <$500k nonprofits • Source year 2023

Net Margin

56th percentile

6.3%

Higher net margin than 56% of similar nonprofits.

2023 filings • 501(c)10 • <$500k nonprofits • Source year 2023

Top Officer Pay

86th percentile

$1,600

Higher top officer pay than 86% of similar nonprofits.

Top officer pay equals 3.5% of source-year revenue.

2023 filings • 501(c)10 • <$500k nonprofits • Source year 2023

Asset Growth

49th percentile

1.0%

Faster asset growth than 49% of similar nonprofits.

2023 filings • 501(c)10 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

43rd percentile

-1.5%

Faster revenue growth than 43% of similar nonprofits.

2023 filings • 501(c)10 • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets67th percentile

Assets

Up

$153,212

Up $1,494 (+1.0%) from 2022

Net Assets

Up

$153,212

Up $1,494 (+1.0%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue68th percentileNet Margin56th percentile

Revenue

Down

$45,259

Down $681 (-1.5%) from 2022

Expenses

Up

$42,429

Up $5,726 (+16%) from 2022

Net Income

Down

$2,830

Down $6,407 (-69%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth49th percentile

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

$200K$150K$100K$50K$0Assets 2011: $124,650Liabilities 2011: $02011Assets 2012: $126,841Liabilities 2012: $02012Assets 2013: $134,410Liabilities 2013: $02013Assets 2014: $148,581Liabilities 2014: $02014Assets 2015: $166,118Liabilities 2015: $02015Assets 2016: $158,456Liabilities 2016: $02016Assets 2017: $157,713Liabilities 2017: $02017Assets 2018: $149,101Liabilities 2018: $02018Assets 2019: $144,156Liabilities 2019: $02019Assets 2020: $134,097Liabilities 2020: $02020Assets 2021: $153,068Liabilities 2021: $0Net Assets 2021: $153,0682021Assets 2022: $151,718Liabilities 2022: $0Net Assets 2022: $151,7182022Assets 2023: $153,212Liabilities 2023: $0Net Assets 2023: $153,2122023Assets 2024: $162,841Liabilities 2024: $0Net Assets 2024: $162,8412024Assets 2025: $166,588Net Assets 2025: $166,5882025

Highlighted filing

2023

Assets$153,212
Liabilities$0
Net Assets$153,212
Open 2023 Filing

Operations Trend

Revenue Growth43rd percentile

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

$80K$60K$40K$20K$0-$20KRevenue 2011: $55,869Expenses 2011: $51,665Net Income 2011: $4,2042011Revenue 2012: $58,529Expenses 2012: $53,747Net Income 2012: $4,7822012Revenue 2013: $50,476Expenses 2013: $50,801Net Income 2013: -$3252013Revenue 2014: $61,965Expenses 2014: $53,188Net Income 2014: $8,7772014Revenue 2015: $69,390Expenses 2015: $50,930Net Income 2015: $18,4602015Revenue 2016: $43,842Expenses 2016: $49,424Net Income 2016: -$5,5822016Revenue 2017: $45,639Expenses 2017: $48,814Net Income 2017: -$3,1752017Revenue 2018: $37,981Expenses 2018: $46,398Net Income 2018: -$8,4172018Revenue 2019: $42,414Expenses 2019: $49,432Net Income 2019: -$7,0182019Revenue 2020: $23,241Expenses 2020: $29,199Net Income 2020: -$5,9582020Revenue 2021: $42,895Expenses 2021: $32,362Net Income 2021: $10,5332021Revenue 2022: $45,940Expenses 2022: $36,703Net Income 2022: $9,2372022Revenue 2023: $45,259Expenses 2023: $42,429Net Income 2023: $2,8302023Revenue 2024: $49,262Expenses 2024: $43,227Net Income 2024: $6,0352024Revenue 2025: $46,682Expenses 2025: $45,589Net Income 2025: $1,0932025

Highlighted filing

2023

Revenue$45,259
Expenses$42,429
Net Income$2,830
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Aug 1, 2022 to Jul 31, 2023
Signed
Dec 12, 2023
Return Version
2022v5.0
Gross Receipts
$45,259
Mission and Program Overview

Mission

Domestic fraternal organization

Program Services

DescriptionGrantsExpenses
STRENGTHEN THE MASONIC WAY BY IMPROVING THE INDIVIDUAL CHARACTER, LEADERSHIP AND SPIRIT OF ITS MEMBERS THROUGH RELEVANT PROGRAMS. INSPIRE TO SUPPORT THE PRINCIPLES OF FREEMASONRY AND PROMOTE FAMILY AND COMMUNITY VALUES.--
SERVE MANKIND THROUGH THE IMPACT OF CHARITABLE OUTREACH.--
SUPPORT CHILDREN'S DYSLEXIA CENTER--
Compensation and Service Providers
Top Officer Pay86th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ROBERT S BURNETTSecretaryPT$1,600-$1,600
DAVID F RUSSELLTreasurerPT$1,000-$1,000
DAVID F RUSSELLTrustee-$0--
JONATHAN T LAPOMARDOTrustee-$0--
DAN L MANESCUTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Ancient Accepted Scottish Rite of
EIN
04-1787049
Phone
5087529321
Address
1 IONIC AVE, WORCESTER, MA 01608

Signing Officer

Name
David F Russell
Title
Treasurer
Signed
2023-12-12
Discuss with paid preparer
Yes

Preparer

Firm
Howe CPA Group LLC
Address
45 S Quinsigamond Avenue, Shrewsbury, MA 01545
Preparer
James E Howe CPA
Phone
5087561610
Supplemental Narrative

Additional Explanations

Payments to Affiliates.1

“Name: SUPREME COUNCIL | Address: PO BOX 519 LEXINGTON, MA 02420 | Purpose of payment: MEMBER DUES | Amount: $11076”

Other Expenses.1007

“Conferences, Conventions, and Meetings $4575”

Other Expenses.1012

“Insurance $729”

Other Expenses.2

“TELEPHONE $996”

Other Expenses.3

“ORGANIST / SOLOIST $800”

Raw XML Appendix130 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.

Path#Value
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0DAVID RUSSELL
IRS990EZ/BooksInCareOfDetail/PhoneNum05087529321
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt01 IONIC AVE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0WORCESTER
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd001608
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0151718
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0153212
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt04112
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt02830
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt01100
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0151718
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0153212
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrantsAndSimilarAmountsPaidAmt015047
IRS990EZ/GrossReceiptsAmt045259
IRS990EZ/GroupExemptionNum00259
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt02072
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt039075
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0151718
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0153212
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0151718
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0153212
IRS990EZ/OccupancyRentUtltsAndMaintAmt015000
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt010.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt15.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt01600
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt11000
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0ROBERT S BURNETT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1DAVID F RUSSELL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2DAVID F RUSSELL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3JONATHAN T LAPOMARDO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4DAN L MANESCU
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Trustee
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Trustee
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Trustee
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherChangesInNetAssetsAmt0-1336
IRS990EZ/OtherExpensesTotalAmt07100
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0DOMESTIC FRATERNAL ORGANIZATION
IRS990EZ/PrintingPublicationsPostageAmt01582
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0STRENGTHEN THE MASONIC WAY BY IMPROVING THE INDIVIDUAL CHARACTER, LEADERSHIP AND SPIRIT OF ITS MEMBERS THROUGH RELEVANT PROGRAMS. INSPIRE TO SUPPORT THE PRINCIPLES OF FREEMASONRY AND PROMOTE FAMILY AND COMMUNITY VALUES.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1SERVE MANKIND THROUGH THE IMPACT OF CHARITABLE OUTREACH.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2SUPPORT CHILDREN'S DYSLEXIA CENTER
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt02600
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt042429
IRS990EZ/TotalRevenueAmt045259
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0WWW.SCOTTISHRITENMJ.ORG
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Name: SUPREME COUNCIL | Address: PO BOX 519 LEXINGTON, MA 02420 | Purpose of payment: MEMBER DUES | Amount: $11076
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Conferences, Conventions, and Meetings $4575
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Insurance $729
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3TELEPHONE $996
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4ORGANIST / SOLOIST $800
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Payments to Affiliates.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1007
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.3
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DAVID F RUSSELL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-12-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ANCIENT ACCEPTED SCOTTISH RITE OF
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FREEMASONRY NMJ VALLEY OF WORCESTER
ReturnHeader/Filer/BusinessNameControlTxt0ANCI
ReturnHeader/Filer/EIN0041787049
ReturnHeader/Filer/PhoneNum05087529321
ReturnHeader/Filer/USAddress/AddressLine1Txt01 IONIC AVE
ReturnHeader/Filer/USAddress/CityNm0WORCESTER
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd001608
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0832041411
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HOWE CPA GROUP LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt045 S Quinsigamond Avenue
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Shrewsbury
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd001545
ReturnHeader/PreparerPersonGrp/PhoneNum05087561610
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JAMES E HOWE CPA
ReturnHeader/ReturnTs02023-12-12T11:53:19-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0DAVID F
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0RUSSELL
ReturnHeader/TaxPeriodBeginDt02022-08-01
ReturnHeader/TaxPeriodEndDt02023-07-31
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$153,212
Liabilities
$0
Net assets
$153,212
Revenue
$45,259
Expenses
$42,429
Net income
$2,830
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.67$1.67$0.47$0.46$0.01
2024Detailed filing. Detailed filing data is available for this year.$1.63$0.00$1.63$0.49$0.43$0.06
2023Detailed filing. Detailed filing data is available for this year.$1.53$0.00$1.53$0.45$0.42$0.03
2022Detailed filing. Detailed filing data is available for this year.$1.52$0.00$1.52$0.46$0.37$0.09
2021Detailed filing. Detailed filing data is available for this year.$1.53$0.00$1.53$0.43$0.32$0.11
2020Summary only. Only limited summary data is available for this year.$1.34$0.00$0.23$0.29$0.06
2019Summary only. Only limited summary data is available for this year.$1.44$0.00$0.42$0.49$0.07
2018Summary only. Only limited summary data is available for this year.$1.49$0.00$0.38$0.46$0.08
2017Summary only. Only limited summary data is available for this year.$1.58$0.00$0.46$0.49$0.03
2016Summary only. Only limited summary data is available for this year.$1.58$0.00$0.44$0.49$0.06
2015Summary only. Only limited summary data is available for this year.$1.66$0.00$0.69$0.51$0.18
2014Summary only. Only limited summary data is available for this year.$1.49$0.00$0.62$0.53$0.09
2013Summary only. Only limited summary data is available for this year.$1.34$0.00$0.50$0.51$0.00
2012Summary only. Only limited summary data is available for this year.$1.27$0.00$0.59$0.54$0.05
2011Summary only. Only limited summary data is available for this year.$1.25$0.00$0.56$0.52$0.04