Civic Intelligence

Ancient Accepted Scottish Rite of Freemasonry Nmj

EIN 06-0663249 • 501(c)10 • Stratford, CT

Profile

Strengthen the masonic way of life by improving the individual character, leadership and spirit of its members through relevant programs. Inspire men to support the principles of the freemasonry and promote family and community values. Serve mankind through the impact of extensive charibable outreach.

PO Box 309Stratford, CT 06615

www.scottishritenmj.org

Siviq Scores

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

Liabilities / Assets

22nd percentile

0.00x

Higher debt load relative to assets than 22% of similar nonprofits.

$10M-$25M nonprofits • Source year 2025

Liabilities / Revenue

25th percentile

0.01x

Higher debt load relative to revenue than 25% of similar nonprofits.

$10M-$25M nonprofits • Source year 2025

Net Margin

25th percentile

-4.8%

Higher net margin than 25% of similar nonprofits.

$10M-$25M nonprofits • Source year 2025

Top Officer Pay

30th percentile

$48,000

Higher top officer pay than 30% of similar nonprofits.

Top officer pay equals 5.0% of source-year revenue.

$10M-$25M nonprofits • Source year 2025

Asset Growth

48th percentile

3.3%

Faster asset growth than 48% of similar nonprofits.

$10M-$25M nonprofits • Annualized from 2024 to 2025

Revenue Growth

84th percentile

70%

Faster revenue growth than 84% of similar nonprofits.

$10M-$25M nonprofits • Annualized from 2024 to 2025

Assets

Up

$10,979,201

Up $355,454 (+3.3%) from 2024

Liabilities

Down

$6,737

Down $11,154 (-62%) from 2024

Net Assets

Up

$10,972,464

Up $366,608 (+3.5%) from 2024

Revenue

Up

$958,849

Up $394,620 (+70%) from 2024

Expenses

Down

$1,004,915

Down $105,420 (-9.5%) from 2024

Net Income

Up

-$46,066

Up $500,040 (+92%) from 2024

Trend Graphs

Balance Sheet Trend

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

$15M$10M$5.0M$0Assets 2011: $7,258,688Liabilities 2011: $997Net Assets 2011: $7,257,6912011Assets 2012: $7,113,828Liabilities 2012: $498Net Assets 2012: $7,113,3302012Assets 2013: $8,089,034Liabilities 2013: $643Net Assets 2013: $8,088,3912013Assets 2014: $8,780,870Liabilities 2014: $481Net Assets 2014: $8,780,3892014Assets 2015: $8,999,299Liabilities 2015: $1,293Net Assets 2015: $8,998,0062015Assets 2016: $8,495,947Liabilities 2016: $2,488Net Assets 2016: $8,493,4592016Assets 2018: $9,535,054Liabilities 2018: $2,361Net Assets 2018: $9,532,6932018Assets 2019: $9,059,954Liabilities 2019: $3,494Net Assets 2019: $9,056,4602019Assets 2020: $9,560,150Liabilities 2020: $50,481Net Assets 2020: $9,509,6692020Assets 2021: $11,700,262Liabilities 2021: $3,755Net Assets 2021: $11,696,5072021Assets 2022: $9,992,300Liabilities 2022: $16,003Net Assets 2022: $9,976,2972022Assets 2023: $10,092,240Liabilities 2023: $41,311Net Assets 2023: $10,050,9292023Assets 2024: $10,623,747Liabilities 2024: $17,891Net Assets 2024: $10,605,8562024Assets 2025: $10,979,201Liabilities 2025: $6,737Net Assets 2025: $10,972,4642025

Highlighted filing

2025

Assets$10,979,201
Liabilities$6,737
Net Assets$10,972,464

Operations Trend

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

$4.0M$2.0M$0-$2.0MRevenue 2011: $862,946Expenses 2011: $213,798Net Income 2011: $649,1482011Revenue 2012: $199,377Expenses 2012: $215,404Net Income 2012: -$16,0272012Revenue 2013: $580,317Expenses 2013: $224,297Net Income 2013: $356,0202013Revenue 2014: $420,427Expenses 2014: $297,013Net Income 2014: $123,4142014Revenue 2015: $745,963Expenses 2015: $456,338Net Income 2015: $289,6252015Revenue 2016: $309,334Expenses 2016: $565,210Net Income 2016: -$255,8762016Revenue 2018: $455,229Expenses 2018: $771,225Net Income 2018: -$315,9962018Revenue 2019: $444,430Expenses 2019: $893,609Net Income 2019: -$449,1792019Revenue 2020: $274,768Expenses 2020: $773,105Net Income 2020: -$498,3372020Revenue 2021: $955,547Expenses 2021: $819,770Net Income 2021: $135,7772021Revenue 2022: $725,797Expenses 2022: $869,390Net Income 2022: -$143,5932022Revenue 2023: $3,652,952Expenses 2023: $921,085Net Income 2023: $2,731,8672023Revenue 2024: $564,229Expenses 2024: $1,110,335Net Income 2024: -$546,1062024Revenue 2025: $958,849Expenses 2025: $1,004,915Net Income 2025: -$46,0662025

Highlighted filing

2025

Revenue$958,849
Expenses$1,004,915
Net Income-$46,066

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$11.0$0.01$11.0$0.96$1.00$0.05
2024Detailed filing. Detailed filing data is available for this year.$10.6$0.02$10.6$0.56$1.11$0.55
2023Detailed filing. Detailed filing data is available for this year.$10.1$0.04$10.1$3.65$0.92$2.73
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$9.99$0.02$9.98$0.73$0.87$0.14
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$11.7$0.00$11.7$0.96$0.82$0.14
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$9.56$0.05$9.51$0.27$0.77$0.50
2019Summary only. Only limited summary data is available for this year.$9.06$0.00$9.06$0.44$0.89$0.45
2018Summary only. Only limited summary data is available for this year.$9.54$0.00$9.53$0.46$0.77$0.32
2016Summary only. Only limited summary data is available for this year.$8.50$0.00$8.49$0.31$0.57$0.26
2015Summary only. Only limited summary data is available for this year.$9.00$0.00$9.00$0.75$0.46$0.29
2014Summary only. Only limited summary data is available for this year.$8.78$0.00$8.78$0.42$0.30$0.12
2013Summary only. Only limited summary data is available for this year.$8.09$0.00$8.09$0.58$0.22$0.36
2012Summary only. Only limited summary data is available for this year.$7.11$0.00$7.11$0.20$0.22$0.02
2011Summary only. Only limited summary data is available for this year.$7.26$0.00$7.26$0.86$0.21$0.65
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Aug 1, 2024 to Jul 31, 2025
Signed
Nov 24, 2025
Return Version
2024v5.0
Gross Receipts
$2,123,025
Mission and Program Overview

Mission

Strengthen the masonic way of life by improving the individual character, leadership and spirit of its members through relevant programs. Inspire men to support the principles of the freemasonry and promote family and community values. Serve mankind through the impact of extensive charibable outreach.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$10,425,927$10,789,251▲ $363,324
Cash and Non-Interest-Bearing Accounts$107,787$113,233▲ $5,446
Investments Other Securities$63,314$51,999▼ $11,315
Land, Buildings, and Equipment, Net$23,735$21,674▼ $2,061
Prepaid Expenses and Deferred Charges$2,984$3,044▲ $60
Total Assets$10,623,747$10,979,201▲ $355,454
Liabilities
Accounts Payable and Accrued Expenses$17,891$6,737▼ $11,154
Total Liabilities$17,891$6,737▼ $11,154
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$10,605,856$10,972,464▲ $366,608
Total Net Assets Fund Balance$10,605,856$10,972,464▲ $366,608
Total Liabilities and Net Assets / Fund Balance$10,623,747$10,979,201▲ $355,454

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$21,674$410,489$432,163
Compensation and Service Providers

Employees

NameTitleBaseTotal
Bruce BelmoreSecretary$48,000$48,000
Robert J FurceTreasurer$24,000$24,000

Board Members and Trustees

NameTitle
David PappTrustee
Harold a ElwellCommander/tr
Revenue and Support

Revenue Composition

Contributions and Grants
$231,251
Program Service Revenue
$30
Investment Income
$727,568
Other Revenue
$0
All Other Contributions
$175,751
Change in Net Assets
$-46,066
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$452,847
Salaries, Compensation, and Employee Benefits$312,730
Grants and Similar Amounts Paid$239,338
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$209,499--$209,499
Grants to Domestic Orgs$202,990--$202,990
Payments to Affiliates$77,350--$77,350
Current Officers, Directors, Trustees, and Key Employees$72,000--$72,000
Office Expenses$64,810--$64,810
Fees for Service Investment Mgmnt Fees$60,802--$60,802
Grants to Domestic Individuals$36,348--$36,348
Payroll Taxes$31,231--$31,231
Fees for Services Accounting$22,400--$22,400
Insurance$12,436--$12,436
Occupancy$10,712--$10,712
Depreciation Depletion$8,836--$8,836
Advertising$1,040--$1,040
All Other Expenses$770--$770
Other Expenses$614--$614
Total Functional Expenses$1,004,915$0$0$1,004,915
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
CHRILDREN'S DYSLEXIA CENTER OF CT---$105,275
Other Less Than 5000---$52,165
Almoners Fund---$20,000
Ct Council of Deliberation---$12,050
Demolay Fund---$8,500
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
Yes
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
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

Governance Explanations

Form 990, Page 6, Part VI, Line 7A

Officers are elected by the members at the annual meeting.

Form 990, Page 6, Part VI, Line 7B

Yes, at the annual meeting.

Form 990, Page 6, Part VI, Line 11B

The organization sends form 990 to national headquarters.

Form 990, Page 6, Part VI, Line 12C

The organization regularly monitors the policy at the board of directors meetings.

Form 990, Page 6, Part VI, Line 15A

The compensation is determined by comparability data and the board of directors.

Form 990, Page 6, Part VI, Line 15B

The compensation is determined by comparability data and the board of directors.

Form 990, Page 6, Part VI, Line 19

Financial statements are available to the public at the office of the organizations and on the irs website.

Filing and Contact Details

Filer

Filer Name
Ancient Accepted Scottish Rite of
EIN
06-0663249
Phone
2033750064
Address
PO BOX 309, STRATFORD, CT 06615
Doing Business As
Valley of Bridgeport Lafayette

Signing Officer

Name
Robert J Furce
Title
Treasurer
Phone
2033750064
Signed
2025-11-24
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Robert J Furce
Formed
1858
Legal Domicile
Ct
Voting Board Members
1,066
Independent Board Members
1,066
Employees
14

Preparer

Firm
Paul a Kostopoulos CPA
Address
2505 MAIN ST STE 230, STRATFORD, CT 06615
Preparer
Paul a Kostopoulos
Phone
2033780026
Supplemental Narrative

Additional Explanations

Form 990, Page 1, Item C

Valley of bridgeport lafayette consistory

FORM 990 - ORGANIZATION'S MISSION

Strengthen the masonic way of life by improving the individual character, leadership and spirit of its members through relevant programs. Inspire men to support the principles of the freemasonry and promote family and community values. Serve mankind through the impact of extensive charibable outreach.

Form 990, Page 2, Part III, Line 4D

Support 32nd degree masonic learning center for children.

Form 990, Part XI

Line 5 - unrealized gains on investments

Raw XML Appendix350 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/ReportLandBuildingEquipmentInd0true
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IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
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IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt021674
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt0410489
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt0432163
IRS990ScheduleD/TotalBookValueLandBuildingsAmt021674
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IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt03358
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt132990
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0ASSISTANCE
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt1SCHOLARSHIPS
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IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt122
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IRS990ScheduleI/RecipientTable/CashGrantAmt1105275
IRS990ScheduleI/RecipientTable/CashGrantAmt212050
IRS990ScheduleI/RecipientTable/CashGrantAmt38500
IRS990ScheduleI/RecipientTable/CashGrantAmt452165
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0ALMONERS FUND
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1CHRILDREN'S DYSLEXIA CENTER OF CT
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt2CT COUNCIL OF DELIBERATION
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt3DEMOLAY FUND
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt4OTHER LESS THAN 5000
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION'S BOARD OF DIRECTORS SELECT CRITERIA AND AMOUNT OF THE GRANTS.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE I, PAGE 1, PART I, LINE 2
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IRS990ScheduleI/TotalOtherOrgCnt030
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0VALLEY OF BRIDGEPORT LAFAYETTE CONSISTORY
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1STRENGTHEN THE MASONIC WAY OF LIFE BY IMPROVING THE INDIVIDUAL CHARACTER, LEADERSHIP AND SPIRIT OF ITS MEMBERS THROUGH RELEVANT PROGRAMS. INSPIRE MEN TO SUPPORT THE PRINCIPLES OF THE FREEMASONRY AND PROMOTE FAMILY AND COMMUNITY VALUES. SERVE MANKIND THROUGH THE IMPACT OF EXTENSIVE CHARIBABLE OUTREACH.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2SUPPORT 32ND DEGREE MASONIC LEARNING CENTER FOR CHILDREN.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3OFFICERS ARE ELECTED BY THE MEMBERS AT THE ANNUAL MEETING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4YES, AT THE ANNUAL MEETING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE ORGANIZATION SENDS FORM 990 TO NATIONAL HEADQUARTERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6THE ORGANIZATION REGULARLY MONITORS THE POLICY AT THE BOARD OF DIRECTORS MEETINGS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7THE COMPENSATION IS DETERMINED BY COMPARABILITY DATA AND THE BOARD OF DIRECTORS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8THE COMPENSATION IS DETERMINED BY COMPARABILITY DATA AND THE BOARD OF DIRECTORS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC AT THE OFFICE OF THE ORGANIZATIONS AND ON THE IRS WEBSITE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10LINE 5 - UNREALIZED GAINS ON INVESTMENTS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 1, ITEM C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990 - ORGANIZATION'S MISSION
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 2, PART III, LINE 4D
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 7B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7FORM 990, PAGE 6, PART VI, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8FORM 990, PAGE 6, PART VI, LINE 15B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10FORM 990, PART XI
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IRS990/TotalFunctionalExpensesGrp/TotalAmt01004915
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt017891
IRS990/TotalLiabilitiesEOYAmt06737
IRS990/TotalLiabilitiesGrp/BOYAmt017891
IRS990/TotalLiabilitiesGrp/EOYAmt06737
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt010605856
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt010972464
IRS990/TotalProgramServiceRevenueAmt030
IRS990/TotalReportableCompFromOrgAmt072000
IRS990/TotalRevenueGrp/ExclusionAmt0356250
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0371348
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0958849
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt010623747
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt010979201
IRS990/TypeOfOrganizationAssocInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0P O BOX 309
IRS990/USAddress/CityNm0STRATFORD
IRS990/USAddress/StateAbbreviationCd0CT
IRS990/USAddress/ZIPCd006614
IRS990/VotingMembersGoverningBodyCnt01066
IRS990/VotingMembersIndependentCnt01066
IRS990/WebsiteAddressTxt0WWW.SCOTTISHRITENMJ.ORG
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ROBERT J FURCE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum02033750064
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-24
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ANCIENT ACCEPTED SCOTTISH RITE OF
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FREEMASONRY NMJ
ReturnHeader/Filer/BusinessNameControlTxt0ANCI
ReturnHeader/Filer/EIN0060663249
ReturnHeader/Filer/PhoneNum02033750064
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 309
ReturnHeader/Filer/USAddress/CityNm0STRATFORD
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CT
ReturnHeader/Filer/USAddress/ZIPCd006615
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0562355704
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PAUL A KOSTOPOULOS CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02505 MAIN ST STE 230
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0STRATFORD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd006615
ReturnHeader/PreparerPersonGrp/PhoneNum02033780026
ReturnHeader/PreparerPersonGrp/PreparationDt02025-11-24
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0PAUL A KOSTOPOULOS
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02025-11-24T11:59:08-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-08-01
ReturnHeader/TaxPeriodEndDt02025-07-31
ReturnHeader/TaxYr02024

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