Civic Intelligence

Ancient Accepted Scottish Rite Of

990 • Fiscal year 2023 • EIN 06-6050665

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

71st percentile

29%

Higher net margin than 71% 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 5.1% of source-year revenue.

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

Asset Growth

53rd percentile

4.3%

Faster asset growth than 53% of similar nonprofits.

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

Revenue Growth

6th percentile

-70%

Faster revenue growth than 6% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets50th percentile

Assets

Up

$4,709,937

Up $192,299 (+4.3%) from 2022

Net Assets

Up

$4,709,937

Up $192,299 (+4.3%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue50th percentileNet Margin71st percentile

Revenue

Down

$156,581

Down $358,410 (-70%) from 2022

Expenses

Down

$111,274

Down $55,685 (-33%) from 2022

Net Income

Down

$45,307

Down $302,725 (-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: $2,943,400Liabilities 2011: $0Net Assets 2011: $2,943,4002011Assets 2012: $2,890,878Liabilities 2012: $0Net Assets 2012: $2,890,8782012Assets 2013: $3,196,636Liabilities 2013: $0Net Assets 2013: $3,196,6362013Assets 2014: $3,460,668Liabilities 2014: $0Net Assets 2014: $3,460,6682014Assets 2015: $3,561,547Liabilities 2015: $0Net Assets 2015: $3,561,5472015Assets 2016: $3,574,817Liabilities 2016: $0Net Assets 2016: $3,574,8172016Assets 2017: $3,862,837Liabilities 2017: $0Net Assets 2017: $3,862,8372017Assets 2018: $4,057,897Liabilities 2018: $0Net Assets 2018: $4,057,8972018Assets 2019: $4,125,398Liabilities 2019: $0Net Assets 2019: $4,125,3982019Assets 2020: $4,189,310Liabilities 2020: $0Net Assets 2020: $4,189,3102020Assets 2021: $5,174,405Liabilities 2021: $0Net Assets 2021: $5,174,4052021Assets 2022: $4,517,638Liabilities 2022: $0Net Assets 2022: $4,517,6382022Assets 2023: $4,709,937Liabilities 2023: $0Net Assets 2023: $4,709,9372023Assets 2024: $5,258,943Liabilities 2024: $0Net Assets 2024: $5,258,9432024

Highlighted filing

2023

Assets$4,709,937
Liabilities$0
Net Assets$4,709,937
Open 2023 Filing

Operations Trend

Revenue Growth6th percentile

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

$600K$400K$200K$0-$200KRevenue 2011: $179,580Expenses 2011: $79,182Net Income 2011: $100,3982011Revenue 2012: $343,582Expenses 2012: $81,484Net Income 2012: $262,0982012Revenue 2013: $161,227Expenses 2013: $96,566Net Income 2013: $64,6612013Revenue 2014: $321,087Expenses 2014: $105,238Net Income 2014: $215,8492014Revenue 2015: $354,094Expenses 2015: $93,318Net Income 2015: $260,7762015Revenue 2016: $245,625Expenses 2016: $70,770Net Income 2016: $174,8552016Revenue 2017: $167,030Expenses 2017: $76,240Net Income 2017: $90,7902017Revenue 2018: $562,565Expenses 2018: $105,556Net Income 2018: $457,0092018Revenue 2019: $80,661Expenses 2019: $104,955Net Income 2019: -$24,2942019Revenue 2020: $176,028Expenses 2020: $164,722Net Income 2020: $11,3062020Revenue 2021: $242,366Expenses 2021: $122,137Net Income 2021: $120,2292021Revenue 2022: $514,991Expenses 2022: $166,959Net Income 2022: $348,0322022Revenue 2023: $156,581Expenses 2023: $111,274Net Income 2023: $45,3072023Revenue 2024: $188,032Expenses 2024: $104,275Net Income 2024: $83,7572024

Highlighted filing

2023

Revenue$156,581
Expenses$111,274
Net Income$45,307
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
$156,581
Mission and Program Overview

Mission

Domestic fraternal association

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$4,492,469$4,677,328▲ $184,859
Cash and Non-Interest-Bearing Accounts$25,169$32,609▲ $7,440
Total Assets$4,517,638$4,709,937▲ $192,299
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$4,517,638$4,709,937▲ $192,299
Total Net Assets Fund Balance$4,517,638$4,709,937▲ $192,299
Total Liabilities and Net Assets / Fund Balance$4,517,638$4,709,937▲ $192,299
Compensation and Service Providers
Top Officer Pay72nd percentile

Employees

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

Board Members and Trustees

NameTitle
Walter GrubeChairman
Andy WorkAsst. Secret
David W ShawCaptain of T
Carl a StidsenChaplain
Charles M JewartDeputy Maste
Michael E SeamonJunior Warde
Ill Earl S Evans MsaMaster of Ce
Joseph J LuchettiOrator
Mark E BlackabyThrice Poten
Revenue and Support

Revenue Composition

Contributions and Grants
$3,805
Program Service Revenue
$15,451
Investment Income
$131,618
Other Revenue
$5,707
All Other Contributions
$3,805
Change in Net Assets
$45,307
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$71,123
Grants and Similar Amounts Paid$35,276
Salaries, Compensation, and Employee Benefits$4,875
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Occupancy---$30,000
Grants to Domestic Orgs---$29,276
Payments to Affiliates---$17,956
Conferences and Meetings---$8,692
Grants to Domestic Individuals---$6,000
Advertising---$3,987
Current Officers, Directors, Trustees, and Key Employees---$2,905
Other Salaries and Wages---$1,970
Office Expenses---$1,798
Fees for Services Accounting---$1,425
Other Expenses---$745
Total Functional Expenses$0$0$0$111,274
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
CHILDREN'S DYSLEXIA CENTERS INCWaterbury, CT501c3Support Dyslexia Org$20,250
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 filing.”

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
06-6050665
Phone
8606660712
Address
PO BOX 310198, NEWINGTON, CT 06131
Doing Business As
Charter Oak Lodge of Perfection

Signing Officer

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

Organization Details

Principal Officer
Walter Grube
Formed
1866
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 418 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
IRS990/AccountantCompileOrReviewInd0true
IRS990/AcctCompileOrReviewBasisGrp/ConsolAndSepBasisFinclStmtInd0X
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0DOMESTIC FRATERNAL ASSOCIATION
IRS990/AdvertisingGrp/TotalAmt03987
IRS990/AllOtherContributionsAmt03805
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/AuditCommitteeInd0true
IRS990/BackupWthldComplianceInd0true
IRS990/BooksInCareOfDetail/PersonNm0DAVID C LOCKARD
IRS990/BooksInCareOfDetail/PhoneNum08606660712
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 310198
IRS990/BooksInCareOfDetail/USAddress/CityNm0NEWINGTON
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CT
IRS990/BooksInCareOfDetail/USAddress/ZIPCd006131
IRS990/BusinessRlnWith35CtrlEntInd0false
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt025169
IRS990/CashNonInterestBearingGrp/EOYAmt032609
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt02905
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConferencesMeetingsGrp/TotalAmt08692
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt03805
IRS990/CYGrantsAndSimilarPaidAmt035276
IRS990/CYInvestmentIncomeAmt0131618
IRS990/CYOtherExpensesAmt071123
IRS990/CYOtherRevenueAmt05707
IRS990/CYProgramServiceRevenueAmt015451
IRS990/CYRevenuesLessExpensesAmt045307
IRS990/CYSalariesCompEmpBnftPaidAmt04875
IRS990/CYTotalExpensesAmt0111274
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0156581
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/Desc0PROVIDE SUPPORT TO THE CHILDREN'S DYSLEXIA CENTERS, INC.
IRS990/DescribedInSection501c3Ind0false
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0true
IRS990/DoingBusinessAsName/BusinessNameLine1Txt0CHARTER OAK LODGE OF PERFECTION
IRS990/DonorAdvisedFundInd0false
IRS990/DonorRstrOrQuasiEndowmentsInd0false
IRS990/ElectionOfBoardMembersInd0true
IRS990/EmployeeCnt00
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/TotalAmt01425
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form1098CFiledInd0false
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form8899Filedind0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt07.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt120.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt23.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt33.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt03.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt15.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt22.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt32.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/PersonNm0DAVID C LOCKARD
IRS990/Form990PartVIISectionAGrp/PersonNm1TONY S ANGELICA
IRS990/Form990PartVIISectionAGrp/PersonNm2THOMAS DUCLOS
IRS990/Form990PartVIISectionAGrp/PersonNm3MARK E BLACKABY
IRS990/Form990PartVIISectionAGrp/PersonNm4CHARLES M JEWART
IRS990/Form990PartVIISectionAGrp/PersonNm5JOSEPH J LUCHETTI
IRS990/Form990PartVIISectionAGrp/PersonNm6ILL EARL S EVANS MSA
IRS990/Form990PartVIISectionAGrp/PersonNm7MICHAEL E SEAMON
IRS990/Form990PartVIISectionAGrp/PersonNm8DAVID W SHAW
IRS990/Form990PartVIISectionAGrp/PersonNm9CARL A STIDSEN
IRS990/Form990PartVIISectionAGrp/PersonNm10ANDY WORK
IRS990/Form990PartVIISectionAGrp/PersonNm11WALTER GRUBE
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt02000
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt1500
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt2405
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt06000
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt11500
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt21215
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/TitleTxt0TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt1SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt2VICE CHAIRMA
IRS990/Form990PartVIISectionAGrp/TitleTxt3THRICE POTEN
IRS990/Form990PartVIISectionAGrp/TitleTxt4DEPUTY MASTE
IRS990/Form990PartVIISectionAGrp/TitleTxt5ORATOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6MASTER OF CE
IRS990/Form990PartVIISectionAGrp/TitleTxt7JUNIOR WARDE
IRS990/Form990PartVIISectionAGrp/TitleTxt8CAPTAIN OF T
IRS990/Form990PartVIISectionAGrp/TitleTxt9CHAPLAIN
IRS990/Form990PartVIISectionAGrp/TitleTxt10ASST. SECRET
IRS990/Form990PartVIISectionAGrp/TitleTxt11CHAIRMAN
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr01866
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt024
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt06000
IRS990/GrantsToDomesticOrgsGrp/TotalAmt029276
IRS990/GrantsToIndividualsInd0true
IRS990/GrantsToOrganizationsInd0true
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt0156581
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt024
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt0131618
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0131618
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsPubTradedSecGrp/BOYAmt04492469
IRS990/InvestmentsPubTradedSecGrp/EOYAmt04677328
IRS990/IRPDocumentCnt01
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0CT
IRS990/LoanOutstandingInd0false
IRS990/LocalChaptersInd0true
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0DOMESTIC FRATERNAL ASSOCIATION
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt04517638
IRS990/NetAssetsOrFundBalancesEOYAmt04709937
IRS990/NetUnrlzdGainsLossesInvstAmt0146992
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt04517638
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt04709937
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/TotalAmt030000
IRS990/OfficeExpensesGrp/TotalAmt01798
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherExpensesGrp/Desc0TRIPS
IRS990/OtherExpensesGrp/Desc1DEGREES EXPENSES
IRS990/OtherExpensesGrp/Desc2MISCELLANEOUS
IRS990/OtherExpensesGrp/Desc3JEWELS, TAGS, PICTURES
IRS990/OtherExpensesGrp/TotalAmt02929
IRS990/OtherExpensesGrp/TotalAmt12477
IRS990/OtherExpensesGrp/TotalAmt21114
IRS990/OtherExpensesGrp/TotalAmt3745
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/BusinessCd1900099
IRS990/OtherRevenueMiscGrp/Desc0TRIPS & MEALS
IRS990/OtherRevenueMiscGrp/Desc1MISCELLANEOUS
IRS990/OtherRevenueMiscGrp/ExclusionAmt04882
IRS990/OtherRevenueMiscGrp/ExclusionAmt1825
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt04882
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt1825
IRS990/OtherRevenueTotalAmt05707
IRS990/OtherSalariesAndWagesGrp/TotalAmt01970
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt017956
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PoliciesReferenceChaptersInd0true
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0WALTER GRUBE
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/Desc0MEMBER DUES AND ASSESSMENTS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt015451
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt015451
IRS990/ProgSrvcAccomActy2Grp/Desc0EDUCATIONAL SCHOLARSHIPS FOR STUDENTS.
IRS990/ProgSrvcAccomActy3Grp/Desc0OTHER CHARITABLE OUTREACH.
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt020288
IRS990/PYGrantsAndSimilarPaidAmt052747
IRS990/PYInvestmentIncomeAmt0474421
IRS990/PYOtherExpensesAmt0110587
IRS990/PYOtherRevenueAmt04696
IRS990/PYProgramServiceRevenueAmt015586
IRS990/PYRevenuesLessExpensesAmt0348032
IRS990/PYSalariesCompEmpBnftPaidAmt03625
IRS990/PYTotalExpensesAmt0166959
IRS990/PYTotalRevenueAmt0514991
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt045307
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt06000
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0SCHOLARSHIPS
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt06
IRS990ScheduleI/RecipientTable/CashGrantAmt020250
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501C3
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0SUPPORT DYSLEXIA ORG
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0CHILDREN'S DYSLEXIA CENTERS INC
IRS990ScheduleI/RecipientTable/RecipientEIN0043169620
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0529 HIGHLAND AVENUE
IRS990ScheduleI/RecipientTable/USAddress/CityNm0WATERBURY
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0CT
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd0067083402
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0OFFICERS ARE ELECTED BY THE MEMBERSHIP ANNUALLY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1FORM 990 IS REVIEWED BY THE GOVERNING BODY BEFORE FILING.
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
IRS990ScheduleR/AssetExchangeInd0false
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0false
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0true
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd1false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd2false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd3false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd1N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd2N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd3N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0NATHAN HALE CONSISTORY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt1PRINCES OF JERUSALEM
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt2CYRUS GOODELL CH OF ROSE CROIX
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt3SCOTTISH RITE FOUND OF HARTFORD
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0061086328
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN1066050664
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN2066050663
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN3066047605
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501C10
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt1501C10
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt2501C10
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt3501C2
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0CT
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd1CT
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd2CT
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd3CT
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0MASONIC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt1MASONIC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt2MASONIC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt3MASONIC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt0PO BOX 310198
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt1PO BOX 310198
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt2PO BOX 310198
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt3PO BOX 310198
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0NEWINGTON
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm1NEWINGTON
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm2NEWINGTON
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm3NEWINGTON
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0CT
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd1CT
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd2CT
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd3CT
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd006131
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd106131
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd206131
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd306131
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd0false
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd0false
IRS990ScheduleR/PaidEmployeesSharingInd0false
IRS990ScheduleR/PerformOfServicesByOtherOrgInd0false
IRS990ScheduleR/PerformOfServicesForOthOrgInd0false
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd0false
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd0false
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd0false
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd0false
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd0true
IRS990ScheduleR/SharingOfFacilitiesInd0true
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0PRINCES OF JERUSALEM
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt1CYRUS GOODELL CH OF ROSE CROIX
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt2NATHAN HALE CONSISTORY
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0N
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt1N
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt2N
IRS990ScheduleR/TransferFromOtherOrgInd0false
IRS990ScheduleR/TransferToOtherOrgInd0false
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt04517638
IRS990/TotalAssetsEOYAmt04709937
IRS990/TotalAssetsGrp/BOYAmt04517638
IRS990/TotalAssetsGrp/EOYAmt04709937
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt03805
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt0111274
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt04517638
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt04709937
IRS990/TotalProgramServiceRevenueAmt015451
IRS990/TotalReportableCompFromOrgAmt02905
IRS990/TotalRevenueGrp/ExclusionAmt0137325
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt015451
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0156581
IRS990/TotalVolunteersCnt07
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt04517638
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt04709937
IRS990/TotReportableCompRltdOrgAmt08715
IRS990/TypeOfOrganizationAssocInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0PO BOX 310198
IRS990/USAddress/CityNm0NEWNGTON
IRS990/USAddress/StateAbbreviationCd0CT
IRS990/USAddress/ZIPCd006131
IRS990/VotingMembersGoverningBodyCnt024
IRS990/VotingMembersIndependentCnt024
IRS990/WebsiteAddressTxt0WWW.SCOTTISHRITENMJ.ORG
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/PersonNm0DAVID C LOCKARD
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum08606660712
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-10-02
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ANCIENT ACCEPTED SCOTTISH RITE OF
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FREEMASONRY NMJ VALLEY OF HARTFORD
ReturnHeader/Filer/BusinessNameControlTxt0ANCI
ReturnHeader/Filer/EIN0066050665
ReturnHeader/Filer/PhoneNum08606660712
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 310198
ReturnHeader/Filer/USAddress/CityNm0NEWINGTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CT

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
$4,709,937
Liabilities
$0
Net assets
$4,709,937
Revenue
$156,581
Expenses
$111,274
Net income
$45,307
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$5.26$0.00$5.26$0.19$0.10$0.08
2023Detailed filing. Detailed filing data is available for this year.$4.71$0.00$4.71$0.16$0.11$0.05
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.52$0.00$4.52$0.51$0.17$0.35
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.17$0.00$5.17$0.24$0.12$0.12
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.19$0.00$4.19$0.18$0.16$0.01
2019Summary only. Only limited summary data is available for this year.$4.13$0.00$4.13$0.08$0.10$0.02
2018Summary only. Only limited summary data is available for this year.$4.06$0.00$4.06$0.56$0.11$0.46
2017Summary only. Only limited summary data is available for this year.$3.86$0.00$3.86$0.17$0.08$0.09
2016Summary only. Only limited summary data is available for this year.$3.57$0.00$3.57$0.25$0.07$0.17
2015Summary only. Only limited summary data is available for this year.$3.56$0.00$3.56$0.35$0.09$0.26
2014Summary only. Only limited summary data is available for this year.$3.46$0.00$3.46$0.32$0.11$0.22
2013Summary only. Only limited summary data is available for this year.$3.20$0.00$3.20$0.16$0.10$0.06
2012Summary only. Only limited summary data is available for this year.$2.89$0.00$2.89$0.34$0.08$0.26
2011Summary only. Only limited summary data is available for this year.$2.94$0.00$2.94$0.18$0.08$0.10