Civic Intelligence

Ancient Accepted Scottish Rite of Freemasonry Nmj - Valley of Rochester

EIN 16-0611675 • 501(c)10 • Fairport, NY

Profile

Domestic Fraternal Organization. See Schedule OA not-for-profit fraternal educational organization operated to facilitate personal learning, self-discovery and self-development through the degrees of the Scottish Rite. We will strive to become a fraternity that fulfills our Masonic obligation to care for our members.

811 Ayrault Road 3Fairport, NY 14450

www.scottishritenmj.org

Siviq Scores

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

Liabilities / Assets

56th percentile

0.00x

Higher debt load relative to assets than 56% of similar nonprofits.

501(c)10 • $5M-$10M nonprofits • Source year 2025

Liabilities / Revenue

59th percentile

0.06x

Higher debt load relative to revenue than 59% of similar nonprofits.

501(c)10 • $5M-$10M nonprofits • Source year 2025

Net Margin

69th percentile

48%

Higher net margin than 69% of similar nonprofits.

501(c)10 • $5M-$10M nonprofits • Source year 2025

Top Officer Pay

69th percentile

$21,996

Higher top officer pay than 69% of similar nonprofits.

Top officer pay equals 5.3% of source-year revenue.

501(c)10 • $5M-$10M nonprofits • Source year 2025

Asset Growth

70th percentile

9.7%

Faster asset growth than 70% of similar nonprofits.

501(c)10 • $5M-$10M nonprofits • Annualized from 2024 to 2025

Revenue Growth

3rd percentile

-78%

Faster revenue growth than 3% of similar nonprofits.

501(c)10 • $5M-$10M nonprofits • Annualized from 2024 to 2025

Assets

Up

$5,467,702

Up $484,006 (+9.7%) from 2024

Liabilities

Down

$26,533

Down $16,271 (-38%) from 2024

Net Assets

Up

$5,441,169

Up $500,277 (+10%) from 2024

Revenue

Down

$418,664

Down $1,464,981 (-78%) from 2024

Expenses

Up

$216,918

Up $19,119 (+9.7%) from 2024

Net Income

Down

$201,746

Down $1,484,100 (-88%) from 2024

Trend Graphs

Balance Sheet Trend

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

$6.0M$4.0M$2.0M$0Assets 2011: $1,948,134Liabilities 2011: $10,669Net Assets 2011: $1,937,4652011Assets 2012: $1,890,620Liabilities 2012: $10,347Net Assets 2012: $1,880,2732012Assets 2013: $2,201,671Liabilities 2013: $3,436Net Assets 2013: $2,198,2352013Assets 2014: $2,419,013Liabilities 2014: $8,609Net Assets 2014: $2,410,4042014Assets 2015: $2,516,935Liabilities 2015: $3,898Net Assets 2015: $2,513,0372015Assets 2016: $2,479,400Liabilities 2016: $4,045Net Assets 2016: $2,475,3552016Assets 2017: $2,773,169Liabilities 2017: $17,838Net Assets 2017: $2,755,3312017Assets 2018: $3,063,157Liabilities 2018: $4,951Net Assets 2018: $3,058,2062018Assets 2019: $3,048,574Liabilities 2019: $4,150Net Assets 2019: $3,044,4242019Assets 2020: $3,534,460Liabilities 2020: $2,418Net Assets 2020: $3,532,0422020Assets 2021: $4,516,014Liabilities 2021: $5,148Net Assets 2021: $4,510,8662021Assets 2022: $3,885,773Liabilities 2022: $3,877Net Assets 2022: $3,881,8962022Assets 2023: $4,333,574Liabilities 2023: $64,981Net Assets 2023: $4,268,5932023Assets 2024: $4,983,696Liabilities 2024: $42,804Net Assets 2024: $4,940,8922024Assets 2025: $5,467,702Liabilities 2025: $26,533Net Assets 2025: $5,441,1692025

Highlighted filing

2025

Assets$5,467,702
Liabilities$26,533
Net Assets$5,441,169

Operations Trend

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

$2.0M$1.5M$1.0M$500K$0-$500KRevenue 2011: $73,042Expenses 2011: $169,513Net Income 2011: -$96,4712011Revenue 2012: $81,829Expenses 2012: $177,722Net Income 2012: -$95,8932012Revenue 2013: $92,868Expenses 2013: $167,033Net Income 2013: -$74,1652013Revenue 2014: $217,010Expenses 2014: $161,588Net Income 2014: $55,4222014Revenue 2015: $225,657Expenses 2015: $154,949Net Income 2015: $70,7082015Revenue 2016: $190,148Expenses 2016: $159,063Net Income 2016: $31,0852016Revenue 2017: $160,091Expenses 2017: $151,950Net Income 2017: $8,1412017Revenue 2018: $283,502Expenses 2018: $137,979Net Income 2018: $145,5232018Revenue 2019: $285,189Expenses 2019: $159,168Net Income 2019: $126,0212019Revenue 2020: $254,501Expenses 2020: $135,497Net Income 2020: $119,0042020Revenue 2021: $172,116Expenses 2021: $130,144Net Income 2021: $41,9722021Revenue 2022: $377,992Expenses 2022: $188,542Net Income 2022: $189,4502022Revenue 2023: $210,131Expenses 2023: $176,881Net Income 2023: $33,2502023Revenue 2024: $1,883,645Expenses 2024: $197,799Net Income 2024: $1,685,8462024Revenue 2025: $418,664Expenses 2025: $216,918Net Income 2025: $201,7462025

Highlighted filing

2025

Revenue$418,664
Expenses$216,918
Net Income$201,746

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.47$0.03$5.44$0.42$0.22$0.20
2024Summary only. Only limited summary data is available for this year.$4.98$0.04$4.94$1.88$0.20$1.69
2023Summary only. Only limited summary data is available for this year.$4.33$0.06$4.27$0.21$0.18$0.03
2022Summary only. Only limited summary data is available for this year.$3.89$0.00$3.88$0.38$0.19$0.19
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.52$0.01$4.51$0.17$0.13$0.04
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.53$0.00$3.53$0.25$0.14$0.12
2019Summary only. Only limited summary data is available for this year.$3.05$0.00$3.04$0.29$0.16$0.13
2018Summary only. Only limited summary data is available for this year.$3.06$0.00$3.06$0.28$0.14$0.15
2017Summary only. Only limited summary data is available for this year.$2.77$0.02$2.76$0.16$0.15$0.01
2016Summary only. Only limited summary data is available for this year.$2.48$0.00$2.48$0.19$0.16$0.03
2015Summary only. Only limited summary data is available for this year.$2.52$0.00$2.51$0.23$0.15$0.07
2014Summary only. Only limited summary data is available for this year.$2.42$0.01$2.41$0.22$0.16$0.06
2013Summary only. Only limited summary data is available for this year.$2.20$0.00$2.20$0.09$0.17$0.07
2012Summary only. Only limited summary data is available for this year.$1.89$0.01$1.88$0.08$0.18$0.10
2011Summary only. Only limited summary data is available for this year.$1.95$0.01$1.94$0.07$0.17$0.10
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Aug 1, 2024 to Jul 31, 2025
Signed
Dec 1, 2025
Return Version
2024v5.2
Gross Receipts
$500,022
Mission and Program Overview

Mission

Domestic Fraternal Organization. See Schedule OA not-for-profit fraternal educational organization operated to facilitate personal learning, self-discovery and self-development through the degrees of the Scottish Rite. We will strive to become a fraternity that fulfills our Masonic obligation to care for our members.

Facilitate personal learning, self-discovery & development through degrees of the Scottish Rite.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$4,925,438$5,429,735▲ $504,297
Cash and Non-Interest-Bearing Accounts$16,087$14,507▼ $1,580
Inventories for Sale or Use$312$312→ $0
Land, Buildings, and Equipment, Net$0$0→ $0
Total Assets$4,983,696$5,467,702▲ $484,006
Other Assets Total$41,859$23,148▼ $18,711
Liabilities
Other Liabilities$41,847$23,136▼ $18,711
Accounts Payable and Accrued Expenses$957$3,397▲ $2,440
Total Liabilities$42,804$26,533▼ $16,271
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$4,940,892$5,441,169▲ $500,277
Total Net Assets Fund Balance$4,940,892$5,441,169▲ $500,277
Total Liabilities and Net Assets / Fund Balance$4,983,696$5,467,702▲ $484,006

Asset Categories

AssetBook ValueDepreciationBasis
Leasehold Improvements$0$193,442$193,442
Buildings$0$8,540$8,540
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Gary BurkeSecretaryPT$21,996$21,996

Board Members and Trustees

NameTitle
Bill EdwardsTrustee
Don JenksTrustee
Glenn StahlTrustee
Robert Kimmel1st Lt. Commander
Michael Simmons2nd Lt. Commander
Bryant DunhamCommander in Chief
William Hassoldt IIIMost Wise Master
Daniel StreffSovereign Prince
Robert ShaffThrice Potent Master
Jay SkolnickTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$44,154
Investment Income
$371,483
Other Revenue
$3,027
Change in Net Assets
$201,746
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$174,925
Salaries, Compensation, and Employee Benefits$40,632
Grants and Similar Amounts Paid$1,361
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Expenses---$61,765
Fees for Service Investment Mgmnt Fees---$39,125
Other Salaries and Wages---$37,072
Occupancy---$25,834
Payments to Affiliates---$17,614
Fees for Services Other---$13,084
Office Expenses---$9,635
All Other Expenses---$5,399
Payroll Taxes---$3,560
Insurance---$2,469
Grants to Domestic Orgs---$1,361
Total Functional Expenses$0$0$0$216,918
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Operating Lease Liability$23,136
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, Part VI, Section A, line 6

The Organization has members.

Form 990, Part VI, Section A, line 7A

The first three officers of the Consistory and presiding officer of the other three subordinate bodies as well as the Treasurer, Secretary, and Trustees serving all four subordinate bodies shall be elected. All other officers shall be appointed by the presiding officer of the Consistory. Subject to the prior approval of the Executive Committee the Consistory Secretary may appoint Assistant and Associate Secretaries as deemed necessary for the transaction of business. Subject to the prior approval of the Executive Committee the Consistory Secretary may hire an Administrative Assistant (non-Masonic) to facilitate the operation of the Valley office.

Form 990, Part VI, Section B, line 11B

The Secretary will take the 990 with him to the Executive Committee and a few other officers will review the 990 prior to being sent to the Supreme Council for filing. The 990 is not reviewed by the whole board.

Form 990, Part VI, Section B, line 12C

The Organization annually distributes the conflict of interest policy to board members and volunteers.

Form 990, Part VI, Section B, line 15

The are no key employees for the board to approve compensation.

Form 990, Part VI, Section C, line 19

The Organization's governing documents, conflict of interest policy and financial statements are available in the office upon request.

Filing and Contact Details

Filer

Filer Name
Ancient Accepted Scottish Rite of
EIN
16-0611675
Phone
5854250033
Address
811 Ayrault Road 3, Fairport, NY 14450

Signing Officer

Name
Gary Burke
Title
Secretary
Phone
5854250033
Signed
2025-12-01
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Gary Burke
Formed
1867
Legal Domicile
Ny
Voting Board Members
10
Independent Board Members
9
Employees
2
Volunteers
1,701

Preparer

Firm
Heveron & Company CPAs PLLC
Address
260 Plymouth Avenue South, Rochester, NY 14608
Preparer
John F Heveron Jr
Phone
5852322956
Raw XML Appendix370 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/AccountantCompileOrReviewInd01
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt0957
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt03397
IRS990/AcctCompileOrReviewBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0Facilitate personal learning, self-discovery & development through degrees of the Scottish Rite.
IRS990/AllOtherExpensesGrp/TotalAmt05399
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd01
IRS990/BackupWthldComplianceInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0The Organization
IRS990/BooksInCareOfDetail/PhoneNum05854250033
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0811 Ayrault Road 3
IRS990/BooksInCareOfDetail/USAddress/CityNm0Fairport
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NY
IRS990/BooksInCareOfDetail/USAddress/ZIPCd014450
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/BOYAmt016087
IRS990/CashNonInterestBearingGrp/EOYAmt014507
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt01361
IRS990/CYInvestmentIncomeAmt0371483
IRS990/CYOtherExpensesAmt0174925
IRS990/CYOtherRevenueAmt03027
IRS990/CYProgramServiceRevenueAmt044154
IRS990/CYRevenuesLessExpensesAmt0201746
IRS990/CYSalariesCompEmpBnftPaidAmt040632
IRS990/CYTotalExpensesAmt0216918
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0418664
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0The Scottish Rite seeks to strengthen a man's family life, the community in which he lives and believes that each man should act in civil life according to his individual judgment and the dictates of his conscience. The Scottish Rite seeks to: Exalt the dignity of every person, the human side of daily activities, and the maximum service to humanity, and to aid humankind's search in God's universe for identity, for development and for destiny. Thereby producing better men in a better world, happier men in a happier world and wiser men in a wiser world. It is the education of men to bring about a moral improvement that they may become better men for their families, better citizens of their country and better neighbors in society. Our programs fall into four basic categories - business meetings which generally include a dinner and a program of member interest, specialty programs for the enjoyment of our membership, degree presentations as required for new members, and recruitment type programs for new member solicitation. All degree presentations contain one or more of our fraternal core values. All programs are designed to comply with our mission statement of providing programs of inspiration, convenience and enjoyment to our members.
IRS990/DescribedInSection501c3Ind00
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/DonorRstrOrQuasiEndowmentsInd00
IRS990/ElectionOfBoardMembersInd01
IRS990/EmployeeCnt02
IRS990/EmploymentTaxReturnsFiledInd01
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesOtherGrp/TotalAmt013084
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt039125
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt110.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt220.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt61.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt71.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt81.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt91.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt101.00
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/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd10X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OfficerInd5X
IRS990/Form990PartVIISectionAGrp/OfficerInd6X
IRS990/Form990PartVIISectionAGrp/OfficerInd7X
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/PersonNm0Daniel Streff
IRS990/Form990PartVIISectionAGrp/PersonNm1Bryant Dunham
IRS990/Form990PartVIISectionAGrp/PersonNm2Gary Burke
IRS990/Form990PartVIISectionAGrp/PersonNm3Jay Skolnick
IRS990/Form990PartVIISectionAGrp/PersonNm4Glenn Stahl
IRS990/Form990PartVIISectionAGrp/PersonNm5Bill Edwards
IRS990/Form990PartVIISectionAGrp/PersonNm6Robert Shaff
IRS990/Form990PartVIISectionAGrp/PersonNm7Don Jenks
IRS990/Form990PartVIISectionAGrp/PersonNm8William Hassoldt III
IRS990/Form990PartVIISectionAGrp/PersonNm9Robert Kimmel
IRS990/Form990PartVIISectionAGrp/PersonNm10Michael Simmons
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt221996
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/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
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/TitleTxt0Sovereign Prince
IRS990/Form990PartVIISectionAGrp/TitleTxt1Commander in Chief
IRS990/Form990PartVIISectionAGrp/TitleTxt2Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt3Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt4Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt5Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt6Thrice Potent Master
IRS990/Form990PartVIISectionAGrp/TitleTxt7Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt8Most Wise Master
IRS990/Form990PartVIISectionAGrp/TitleTxt91st Lt. Commander
IRS990/Form990PartVIISectionAGrp/TitleTxt102nd Lt. Commander
IRS990/Form990ProvidedToGvrnBodyInd00
IRS990/FormationYr01867
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedInd00
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt033735
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt010
IRS990/GrantsToDomesticOrgsGrp/TotalAmt01361
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0115093
IRS990/GrossReceiptsAmt0500022
IRS990/GroupExemptionNum00259
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt09
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InsuranceGrp/TotalAmt02469
IRS990/InventoriesForSaleOrUseGrp/BOYAmt0312
IRS990/InventoriesForSaleOrUseGrp/EOYAmt0312
IRS990/InvestmentIncomeGrp/ExclusionAmt0337748
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0337748
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt04925438
IRS990/InvestmentsPubTradedSecGrp/EOYAmt05429735
IRS990/IRPDocumentCnt04
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0201982
IRS990/LandBldgEquipBasisNetGrp/BOYAmt00
IRS990/LandBldgEquipBasisNetGrp/EOYAmt00
IRS990/LandBldgEquipCostOrOtherBssAmt0201982
IRS990/LegalDomicileStateCd0NY
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt081358
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd01
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd01
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0Domestic Fraternal Organization. See Schedule OA not-for-profit fraternal educational organization operated to facilitate personal learning, self-discovery and self-development through the degrees of the Scottish Rite. We will strive to become a fraternity that fulfills our Masonic obligation to care for our members.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt04940892
IRS990/NetAssetsOrFundBalancesEOYAmt05441169
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt033735
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt033735
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0298531
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt04940892
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt05441169
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/TotalAmt025834
IRS990/OfficeExpensesGrp/TotalAmt09635
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt041859
IRS990/OtherAssetsTotalGrp/EOYAmt023148
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0Membership Events
IRS990/OtherExpensesGrp/TotalAmt061765
IRS990/OtherLiabilitiesGrp/BOYAmt041847
IRS990/OtherLiabilitiesGrp/EOYAmt023136
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0Miscellaneous Income
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt03027
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt03027
IRS990/OtherRevenueTotalAmt03027
IRS990/OtherSalariesAndWagesGrp/TotalAmt037072
IRS990/OtherWebsiteInd0X
IRS990/PartialLiquidationInd00
IRS990/PaymentsToAffiliatesGrp/TotalAmt017614
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/TotalAmt03560
IRS990/PoliciesReferenceChaptersInd01
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0Gary Burke
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/Desc0Membership Dues
IRS990/ProgramServiceRevenueGrp/Desc1Member Events
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt024277
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt119877
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt024277
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt119877
IRS990/ProgSrvcAccomActy2Grp/Desc0Support Childrens' Learning Centers
IRS990/ProgSrvcAccomActy3Grp/Desc0Charitable Outreach
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt08726
IRS990/PYGrantsAndSimilarPaidAmt08608
IRS990/PYInvestmentIncomeAmt01825308
IRS990/PYOtherExpensesAmt0149867
IRS990/PYOtherRevenueAmt02455
IRS990/PYProgramServiceRevenueAmt047156
IRS990/PYRevenuesLessExpensesAmt01685846
IRS990/PYSalariesCompEmpBnftPaidAmt039324
IRS990/PYTotalExpensesAmt0197799
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt01883645
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0201746
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/BuildingsGrp/BookValueAmt00
IRS990ScheduleD/BuildingsGrp/DepreciationAmt08540
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt08540
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt00
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt0193442
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt0193442
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt023136
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0Operating Lease Liability
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalLiabilityAmt023136
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0The Organization has members.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1The first three officers of the Consistory and presiding officer of the other three subordinate bodies as well as the Treasurer, Secretary, and Trustees serving all four subordinate bodies shall be elected. All other officers shall be appointed by the presiding officer of the Consistory. Subject to the prior approval of the Executive Committee the Consistory Secretary may appoint Assistant and Associate Secretaries as deemed necessary for the transaction of business. Subject to the prior approval of the Executive Committee the Consistory Secretary may hire an Administrative Assistant (non-Masonic) to facilitate the operation of the Valley office.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2The Secretary will take the 990 with him to the Executive Committee and a few other officers will review the 990 prior to being sent to the Supreme Council for filing. The 990 is not reviewed by the whole board.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3The Organization annually distributes the conflict of interest policy to board members and volunteers.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4The are no key employees for the board to approve compensation.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5The Organization's governing documents, conflict of interest policy and financial statements are available in the office upon request.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section A, line 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section A, line 7a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section B, line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Section B, line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part VI, Section B, line 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990, Part VI, Section C, line 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt04983696
IRS990/TotalAssetsEOYAmt05467702
IRS990/TotalAssetsGrp/BOYAmt04983696
IRS990/TotalAssetsGrp/EOYAmt05467702
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt02
IRS990/TotalFunctionalExpensesGrp/TotalAmt0216918
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt042804
IRS990/TotalLiabilitiesEOYAmt026533
IRS990/TotalLiabilitiesGrp/BOYAmt042804
IRS990/TotalLiabilitiesGrp/EOYAmt026533
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt04940892
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt05441169
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceRevenueAmt044154
IRS990/TotalReportableCompFromOrgAmt021996
IRS990/TotalRevenueGrp/ExclusionAmt0371483
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt047181
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0418664
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt01701
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt04983696
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt05467702
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TypeOfOrganizationAssocInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0811 Ayrault Road 3
IRS990/USAddress/CityNm0Fairport
IRS990/USAddress/StateAbbreviationCd0NY
IRS990/USAddress/ZIPCd014450
IRS990/VotingMembersGoverningBodyCnt010
IRS990/VotingMembersIndependentCnt09
IRS990/WebsiteAddressTxt0www.scottishritenmj.org
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0Gary Burke
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Secretary
ReturnHeader/BusinessOfficerGrp/PhoneNum05854250033
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-12-01
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Ancient Accepted Scottish Rite of
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0Freemasonry NMJ - Valley of Rochester
ReturnHeader/Filer/BusinessNameControlTxt0ANCI
ReturnHeader/Filer/EIN0160611675
ReturnHeader/Filer/PhoneNum05854250033
ReturnHeader/Filer/USAddress/AddressLine1Txt0811 Ayrault Road 3
ReturnHeader/Filer/USAddress/CityNm0Fairport
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd014450
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0271895149
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Heveron & Company CPAs PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0260 Plymouth Avenue South
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Rochester
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd014608
ReturnHeader/PreparerPersonGrp/PhoneNum05852322956
ReturnHeader/PreparerPersonGrp/PreparationDt02025-12-01
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0John F Heveron Jr
ReturnHeader/ReturnTs02025-12-01T14:22:16-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-08-01
ReturnHeader/TaxPeriodEndDt02025-07-31
ReturnHeader/TaxYr02024

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Peer Organizations

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