Civic Intelligence

Ancient Accepted Scottish Rite Of

990 • Fiscal year 2023 • EIN 06-6050663

Aug 01, 2022 to Jul 31, 2023 • Filed on Oct 02, 2023

Organization ProfileWWW.SCOTTISHRITENMJ.ORG
PO Box 310198Newington, CT 06131

(860) 666-0712

Siviq Scores

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

Liabilities / Assets

50th percentile

0.00x

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

2023 filings • 501(c)10 • $1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

50th percentile

0.00x

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

2023 filings • 501(c)10 • $1M-$5M nonprofits • Source year 2023

Net Margin

76th percentile

33%

Higher net margin than 76% of similar nonprofits.

2023 filings • 501(c)10 • $1M-$5M nonprofits • Source year 2023

Top Officer Pay

72nd percentile

$8,000

Higher top officer pay than 72% of similar nonprofits.

Top officer pay equals 6.1% of source-year revenue.

2023 filings • 501(c)10 • $1M-$5M nonprofits • Source year 2023

Asset Growth

53rd percentile

4.2%

Faster asset growth than 53% of similar nonprofits.

2023 filings • 501(c)10 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Revenue Growth

4th percentile

-72%

Faster revenue growth than 4% of similar nonprofits.

2023 filings • 501(c)10 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets50th percentile

Assets

Up

$4,416,588

Up $179,732 (+4.2%) from 2022

Net Assets

Up

$4,416,588

Up $179,732 (+4.2%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue50th percentileNet Margin76th percentile

Revenue

Down

$131,729

Down $337,857 (-72%) from 2022

Expenses

Down

$88,534

Down $48,867 (-36%) from 2022

Net Income

Down

$43,195

Down $288,990 (-87%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth53rd percentile

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

$6.0M$4.0M$2.0M$0Assets 2011: $2,773,846Liabilities 2011: $0Net Assets 2011: $2,773,8462011Assets 2012: $2,723,980Liabilities 2012: $0Net Assets 2012: $2,723,9802012Assets 2013: $3,008,549Liabilities 2013: $0Net Assets 2013: $3,008,5492013Assets 2014: $3,256,631Liabilities 2014: $0Net Assets 2014: $3,256,6312014Assets 2015: $3,352,206Liabilities 2015: $0Net Assets 2015: $3,352,2062015Assets 2016: $3,341,081Liabilities 2016: $0Net Assets 2016: $3,341,0812016Assets 2017: $3,595,885Liabilities 2017: $0Net Assets 2017: $3,595,8852017Assets 2018: $3,777,142Liabilities 2018: $0Net Assets 2018: $3,777,1422018Assets 2019: $3,830,109Liabilities 2019: $0Net Assets 2019: $3,830,1092019Assets 2020: $3,939,852Liabilities 2020: $0Net Assets 2020: $3,939,8522020Assets 2021: $4,850,875Liabilities 2021: $0Net Assets 2021: $4,850,8752021Assets 2022: $4,236,856Liabilities 2022: $0Net Assets 2022: $4,236,8562022Assets 2023: $4,416,588Liabilities 2023: $0Net Assets 2023: $4,416,5882023Assets 2024: $4,924,268Liabilities 2024: $0Net Assets 2024: $4,924,2682024

Highlighted filing

2023

Assets$4,416,588
Liabilities$0
Net Assets$4,416,588
Open 2023 Filing

Operations Trend

Revenue Growth4th percentile

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

$600K$400K$200K$0-$200KRevenue 2011: $148,433Expenses 2011: $61,964Net Income 2011: $86,4692011Revenue 2012: $308,032Expenses 2012: $59,106Net Income 2012: $248,9262012Revenue 2013: $124,499Expenses 2013: $75,036Net Income 2013: $49,4632013Revenue 2014: $277,561Expenses 2014: $77,026Net Income 2014: $200,5352014Revenue 2015: $322,230Expenses 2015: $70,660Net Income 2015: $251,5702015Revenue 2016: $213,284Expenses 2016: $70,746Net Income 2016: $142,5382016Revenue 2017: $138,920Expenses 2017: $69,450Net Income 2017: $69,4702017Revenue 2018: $514,340Expenses 2018: $81,352Net Income 2018: $432,9882018Revenue 2019: $60,440Expenses 2019: $95,101Net Income 2019: -$34,6612019Revenue 2020: $150,345Expenses 2020: $128,003Net Income 2020: $22,3422020Revenue 2021: $209,104Expenses 2021: $110,871Net Income 2021: $98,2332021Revenue 2022: $469,586Expenses 2022: $137,401Net Income 2022: $332,1852022Revenue 2023: $131,729Expenses 2023: $88,534Net Income 2023: $43,1952023Revenue 2024: $159,345Expenses 2024: $85,450Net Income 2024: $73,8952024

Highlighted filing

2023

Revenue$131,729
Expenses$88,534
Net Income$43,195
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Aug 1, 2022 to Jul 31, 2023
Signed
Oct 2, 2023
Return Version
2022v5.0
Gross Receipts
$131,729
Mission and Program Overview

Mission

Domestic fraternal organization

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$4,222,730$4,389,022▲ $166,292
Cash and Non-Interest-Bearing Accounts$14,126$27,566▲ $13,440
Total Assets$4,236,856$4,416,588▲ $179,732
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$4,236,856$4,416,588▲ $179,732
Total Net Assets Fund Balance$4,236,856$4,416,588▲ $179,732
Total Liabilities and Net Assets / Fund Balance$4,236,856$4,416,588▲ $179,732
Compensation and Service Providers
Top Officer Pay72nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
David C LockardTreasurer-$2,000$6,000$8,000
Tony S AnglicaSecretaryPT$500$1,500$2,000
Thomas DuclosVice Chairma-$405$1,215$1,620

Board Members and Trustees

NameTitle
Walter GrubeChairman
Andy WorkAsst. Secret
David H PriorCaptain of T
Thomas J GondekChaplain
Stephen Cp LakeJunior Warde
Kenneth D RoachMaster of Ce
Deepak SaluruMost Wise Ma
David S LafargueOrator
Jeffrey S MayerSenior Warde
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$2,802
Investment Income
$123,505
Other Revenue
$5,422
Change in Net Assets
$43,195
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$53,855
Grants and Similar Amounts Paid$29,774
Salaries, Compensation, and Employee Benefits$4,905
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Occupancy---$30,000
Grants to Domestic Orgs---$23,774
Conferences and Meetings---$8,656
Grants to Domestic Individuals---$6,000
Advertising---$3,986
Current Officers, Directors, Trustees, and Key Employees---$2,905
Other Salaries and Wages---$2,000
Office Expenses---$1,836
Payments to Affiliates---$1,735
Fees for Services Accounting---$1,425
Other Expenses---$97
Total Functional Expenses$0$0$0$88,534
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
CHILDREN'S DYSLEXIA CENTERWaterbury, CT501c3Support Dyslexia Org$14,750
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
Audit committee
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
No
Management duties delegated
No

Governance Explanations

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

“Officers are elected by the membership annually.”

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

“Form 990 is reviewed by the governing body before it is filed.”

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

“Regular meetings are held where this issue can be discussed.”

Form 990, Page 6, Part VI, Line 19

“Governing documents are made available upon request.”

Filing and Contact Details

Filer

Filer Name
Ancient Accepted Scottish Rite of
EIN
06-6050663
Phone
8606660712
Address
PO BOX 310198, NEWINGTON, CT 06131
Doing Business As
Cyrus Goodell Chapter of Rose Croix

Signing Officer

Name
David C Lockard
Title
Treasurer
Phone
8606660712
Signed
2023-10-02

Organization Details

Principal Officer
Walter Grube
Formed
1876
Legal Domicile
Ct
Voting Board Members
24
Independent Board Members
24
Employees
0
Volunteers
7

Preparer

Firm
COMER & COMPANY CPA'S LLC
Address
61 MAIN STREET, MIDDLETOWN, CT 06457-3408
Preparer
Thomas D Comer CPA
Phone
8603462100
Raw XML AppendixShowing 400 of 416 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/Form990PartVIISectionAGrp/TitleTxt2VICE CHAIRMA
IRS990/Form990PartVIISectionAGrp/TitleTxt3CHAPLAIN
IRS990/Form990PartVIISectionAGrp/TitleTxt4ORATOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5JUNIOR WARDE
IRS990/Form990PartVIISectionAGrp/TitleTxt6SENIOR WARDE
IRS990/Form990PartVIISectionAGrp/TitleTxt7CAPTAIN OF T
IRS990/Form990PartVIISectionAGrp/TitleTxt8MASTER OF CE
IRS990/Form990PartVIISectionAGrp/TitleTxt9ASST. SECRET
IRS990/Form990PartVIISectionAGrp/TitleTxt10CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt11MOST WISE MA
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IRS990ScheduleI/RecipientTable/RecipientEIN0043169620
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0529 HIGHLAND AVENUE
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0OFFICERS ARE ELECTED BY THE MEMBERSHIP ANNUALLY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1FORM 990 IS REVIEWED BY THE GOVERNING BODY BEFORE IT IS FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2REGULAR MEETINGS ARE HELD WHERE THIS ISSUE CAN BE DISCUSSED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3GOVERNING DOCUMENTS ARE MADE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 19
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ReturnHeader/BuildTS02023-04-26 12:10:37Z
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Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$4,416,588
Liabilities
$0
Net assets
$4,416,588
Revenue
$131,729
Expenses
$88,534
Net income
$43,195
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.92$0.00$4.92$0.16$0.09$0.07
2023Detailed filing. Detailed filing data is available for this year.$4.42$0.00$4.42$0.13$0.09$0.04
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.24$0.00$4.24$0.47$0.14$0.33
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.85$0.00$4.85$0.21$0.11$0.10
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.94$0.00$3.94$0.15$0.13$0.02
2019Summary only. Only limited summary data is available for this year.$3.83$0.00$3.83$0.06$0.10$0.03
2018Summary only. Only limited summary data is available for this year.$3.78$0.00$3.78$0.51$0.08$0.43
2017Summary only. Only limited summary data is available for this year.$3.60$0.00$3.60$0.14$0.07$0.07
2016Summary only. Only limited summary data is available for this year.$3.34$0.00$3.34$0.21$0.07$0.14
2015Summary only. Only limited summary data is available for this year.$3.35$0.00$3.35$0.32$0.07$0.25
2014Summary only. Only limited summary data is available for this year.$3.26$0.00$3.26$0.28$0.08$0.20
2013Summary only. Only limited summary data is available for this year.$3.01$0.00$3.01$0.12$0.08$0.05
2012Summary only. Only limited summary data is available for this year.$2.72$0.00$2.72$0.31$0.06$0.25
2011Summary only. Only limited summary data is available for this year.$2.77$0.00$2.77$0.15$0.06$0.09
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2023 filings • 501(c)10 • $1M-$5M nonprofits