Civic Intelligence

Ancient Accepted Scottish Rite Of

990 • Fiscal year 2024 • EIN 06-6050665

Aug 01, 2023 to Jul 31, 2024 • Filed on Sep 27, 2024

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

38th percentile

0.00x

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

2024 filings • 501(c)10 • $5M-$10M nonprofits • Source year 2024

Liabilities / Revenue

38th percentile

0.00x

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

2024 filings • 501(c)10 • $5M-$10M nonprofits • Source year 2024

Net Margin

69th percentile

45%

Higher net margin than 69% of similar nonprofits.

2024 filings • 501(c)10 • $5M-$10M nonprofits • Source year 2024

Top Officer Pay

52nd percentile

$8,000

Higher top officer pay than 52% of similar nonprofits.

Top officer pay equals 4.3% of source-year revenue.

2024 filings • 501(c)10 • $5M-$10M nonprofits • Source year 2024

Asset Growth

74th percentile

12%

Faster asset growth than 74% of similar nonprofits.

2024 filings • 501(c)10 • $5M-$10M nonprofits • Annualized from 2023 to 2024

Revenue Growth

46th percentile

20%

Faster revenue growth than 46% of similar nonprofits.

2024 filings • 501(c)10 • $5M-$10M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets38th percentile

Assets

Up

$5,258,943

Up $549,006 (+12%) from 2023

Net Assets

Up

$5,258,943

Up $549,006 (+12%) from 2023

Liabilities

Flat

$0

Flat from 2023

Revenue And Expenses
Liabilities / Revenue38th percentileNet Margin69th percentile

Revenue

Up

$188,032

Up $31,451 (+20%) from 2023

Expenses

Down

$104,275

Down $6,999 (-6.3%) from 2023

Net Income

Up

$83,757

Up $38,450 (+85%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth74th 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

2024

Assets$5,258,943
Liabilities$0
Net Assets$5,258,943
Open 2024 Filing

Operations Trend

Revenue Growth46th 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

2024

Revenue$188,032
Expenses$104,275
Net Income$83,757
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Aug 1, 2023 to Jul 31, 2024
Signed
Sep 27, 2024
Return Version
2023v5.0
Gross Receipts
$188,032
Mission and Program Overview

Mission

Domestic fraternal association

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$4,677,328$5,199,644▲ $522,316
Cash and Non-Interest-Bearing Accounts$32,609$30,248▼ $2,361
Land, Buildings, and Equipment, Net-$29,051-
Total Assets$4,709,937$5,258,943▲ $549,006
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$4,709,937$5,258,943▲ $549,006
Total Net Assets Fund Balance$4,709,937$5,258,943▲ $549,006
Total Liabilities and Net Assets / Fund Balance$4,709,937$5,258,943▲ $549,006

Asset Categories

AssetBook ValueDepreciationBasis
Leasehold Improvements$29,051$156$29,207
Compensation and Service Providers
Top Officer Pay52nd 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-$500$1,500$2,000

Board Members and Trustees

NameTitle
Walter GrubeChairman
Carl a StidsenChaplain
Maroun G ZoghbiDeputy Maste
Deepak C SaluruJunior Warde
Ill Earl S Evans MsaMaster of Ce
Charles M JewartThrice Poten
Revenue and Support

Revenue Composition

Contributions and Grants
$5,347
Program Service Revenue
$16,227
Investment Income
$162,316
Other Revenue
$4,142
All Other Contributions
$5,347
Change in Net Assets
$83,757
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$70,448
Grants and Similar Amounts Paid$30,452
Salaries, Compensation, and Employee Benefits$3,375
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Occupancy---$34,000
Grants to Domestic Orgs---$26,452
Payments to Affiliates---$16,041
Conferences and Meetings---$8,376
Grants to Domestic Individuals---$4,000
Current Officers, Directors, Trustees, and Key Employees---$3,000
Office Expenses---$2,377
Fees for Services Accounting---$1,550
Other Salaries and Wages---$375
Other Expenses---$262
Depreciation Depletion---$156
Advertising---$56
Total Functional Expenses$0$0$0$104,275
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
CHILDREN'S DYSLEXIA CENTERS INCWaterbury, CT501c3Support Dyslexia Org$10,994
Ct Demolay FoundationWallingford, CT501c3Brotherhood Weekend$6,050
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
2024-09-27

Organization Details

Principal Officer
Walter Grube
Formed
1866
Legal Domicile
Ct
Voting Board Members
9
Independent Board Members
9
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
Supplemental Narrative

Additional Explanations

Form 990, Part XI, Line 9

“Capital distribution -3,250”

Raw XML AppendixShowing 400 of 422 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/TitleTxt5JUNIOR WARDE
IRS990/Form990PartVIISectionAGrp/TitleTxt6CHAPLAIN
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IRS990ScheduleI/RecipientTable/RecipientEIN0043169620
IRS990ScheduleI/RecipientTable/RecipientEIN1061315916
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IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt169 MASONIC DRIVE
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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.
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ReturnHeader/BuildTS02024-10-15 13:58:12Z
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Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$5,258,943
Liabilities
$0
Net assets
$5,258,943
Revenue
$188,032
Expenses
$104,275
Net income
$83,757
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
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2024 filings • 501(c)10 • $5M-$10M nonprofits