Civic Intelligence

Ancient Accepted Scottish Rite of Free Masonry Nmj

990 • Fiscal year 2020 • EIN 16-0611675

Aug 01, 2019 to Jul 31, 2020 • Filed on Nov 30, 2020

Organization Profilewww.scottishritenmj.org
811 Ayrault Road No 3Fairport, NY 14450

(585) 425-0033

Siviq Scores

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

Liabilities / Assets

54th percentile

0.00x

Higher debt load relative to assets than 54% of similar nonprofits.

2020 filings • 501(c)10 • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

52nd percentile

0.01x

Higher debt load relative to revenue than 52% of similar nonprofits.

2020 filings • 501(c)10 • $1M-$5M nonprofits • Source year 2020

Net Margin

78th percentile

47%

Higher net margin than 78% of similar nonprofits.

2020 filings • 501(c)10 • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

82nd percentile

$13,450

Higher top officer pay than 82% of similar nonprofits.

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

2020 filings • 501(c)10 • $1M-$5M nonprofits • Source year 2020

Asset Growth

90th percentile

16%

Faster asset growth than 90% of similar nonprofits.

2020 filings • 501(c)10 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

55th percentile

-11%

Faster revenue growth than 55% of similar nonprofits.

2020 filings • 501(c)10 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets54th percentile

Assets

Up

$3,534,460

Up $485,886 (+16%) from 2019

Net Assets

Up

$3,532,042

Up $487,618 (+16%) from 2019

Liabilities

Down

$2,418

Down $1,732 (-42%) from 2019

Revenue And Expenses
Liabilities / Revenue52nd percentileNet Margin78th percentile

Revenue

Down

$254,501

Down $30,688 (-11%) from 2019

Expenses

Down

$135,497

Down $23,671 (-15%) from 2019

Net Income

Down

$119,004

Down $7,017 (-5.6%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth90th percentile

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

$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

2020

Assets$3,534,460
Liabilities$2,418
Net Assets$3,532,042
Open 2020 Filing

Operations Trend

Revenue Growth55th percentile

Revenue, expenses, and net income across loaded years, with this 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

2020

Revenue$254,501
Expenses$135,497
Net Income$119,004
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Aug 1, 2019 to Jul 31, 2020
Signed
Nov 30, 2020
Return Version
2019v5.1
Gross Receipts
$512,638
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$3,032,277$3,526,240▲ $493,963
Cash and Non-Interest-Bearing Accounts$13,011$5,318▼ $7,693
Prepaid Expenses and Deferred Charges$1,200$1,200→ $0
Receivables From Officers Etc$384--
Inventories for Sale or Use$312$312→ $0
Accounts Receivable$190$190→ $0
Land, Buildings, and Equipment, Net$0$0→ $0
Total Assets$3,048,574$3,534,460▲ $485,886
Other Assets Total$1,200$1,200→ $0
Liabilities
Accounts Payable and Accrued Expenses$4,150$2,418▼ $1,732
Total Liabilities$4,150$2,418▼ $1,732
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$3,044,424$3,532,042▲ $487,618
Total Net Assets Fund Balance$3,044,424$3,532,042▲ $487,618
Total Liabilities and Net Assets / Fund Balance$3,048,574$3,534,460▲ $485,886

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$0$193,442$193,442
Leasehold Improvements$0$8,540$8,540
Compensation and Service Providers
Top Officer Pay82nd percentile

Employees

NameTitleFull / Part TimeBaseTotal
Jack VanElzakkerSecretaryPT$13,450$13,450

Board Members and Trustees

NameTitle
Bill EdwardsTrustee
Don JenksTrustee
Glenn StahlTrustee
Steve Michener1st Lieut. Commander
Gordon HubbellCommander in Chief
Dan WootenMost Wise Master
Mike PettinatoSovereign Prince
Bryant DunhamThrice Potent Master
Jack FlintTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$31,415
Investment Income
$219,428
Other Revenue
$3,658
Change in Net Assets
$119,004
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$102,780
Salaries, Compensation, and Employee Benefits$30,717
Grants and Similar Amounts Paid$2,000
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Expenses---$25,703
Occupancy---$22,305
Payments to Affiliates---$20,524
Office Expenses---$14,459
Current Officers, Directors, Trustees, and Key Employees---$13,800
Fees for Services Other---$13,233
Other Salaries and Wages---$10,732
All Other Expenses---$5,053
Other Employee Benefits---$4,080
Payroll Taxes---$2,105
Grants to Domestic Orgs---$2,000
Insurance---$1,503
Total Functional Expenses$0$0$0$135,497
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
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Officers, Directors, Trustees, and Key Employees$384--
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 No 3, Fairport, NY 14450

Signing Officer

Name
Gary Burke
Title
Secretary
Phone
5854250033
Signed
2020-11-30
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
110

Preparer

Firm
Heveron & Company CPAs PLLC
Address
260 Plymouth Avenue South, Rochester, NY 14608
Preparer
John F Heveron Jr
Phone
5852322956
Supplemental Narrative

Additional Explanations

Form 990, Part XI, line 9:

“Transfer of Investments from Valley of Corning, NY 202,451.”

Raw XML Appendix379 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
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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.Continued on Schedule O.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.
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IRS990/Form990PartVIISectionAGrp/PersonNm3Jack VanElzakker
IRS990/Form990PartVIISectionAGrp/PersonNm4Jack Flint
IRS990/Form990PartVIISectionAGrp/PersonNm5Glenn Stahl
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IRS990/Form990PartVIISectionAGrp/TitleTxt0Commander in Chief
IRS990/Form990PartVIISectionAGrp/TitleTxt1Sovereign Prince
IRS990/Form990PartVIISectionAGrp/TitleTxt21st Lieut. Commander
IRS990/Form990PartVIISectionAGrp/TitleTxt3Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt4Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt5Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt6Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt7Thrice Potent Master
IRS990/Form990PartVIISectionAGrp/TitleTxt8Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt9Most Wise Master
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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.
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IRS990/ProgramServiceRevenueGrp/Desc1Member Events
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt025643
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt15772
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt025643
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt15772
IRS990/ProgSrvcAccomActy2Grp/Desc0Support Childrens' Learning Centers
IRS990/ProgSrvcAccomActy3Grp/Desc0Charitable Outreach
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt020000
IRS990/PYInvestmentIncomeAmt0244553
IRS990/PYOtherExpensesAmt0106092
IRS990/PYOtherRevenueAmt03051
IRS990/PYProgramServiceRevenueAmt037585
IRS990/PYRevenuesLessExpensesAmt0126021
IRS990/PYSalariesCompEmpBnftPaidAmt033076
IRS990/PYTotalExpensesAmt0159168
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0285189
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReceivablesFromOfficersEtcGrp/BOYAmt0384
IRS990/ReconcilationRevenueExpnssAmt0119004
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/EquipmentGrp/BookValueAmt00
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0193442
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0193442
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt00
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt08540
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt08540
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990/ScheduleJRequiredInd00
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BalanceDueAmt00
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BoardOrCommitteeApprovalInd01
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/DefaultInd00
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanFromOrganizationInd0X
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/OriginalPrincipalAmt03000
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/PersonNm0Kenneth Rick Howe
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/RelationshipWithOrgTxt0Former Board Trustee
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/WrittenAgreementInd01
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/ExplanationTxt6Transfer of Investments from Valley of Corning, NY 202,451.
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
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990, Part XI, line 9:
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt03048574
IRS990/TotalAssetsEOYAmt03534460
IRS990/TotalAssetsGrp/BOYAmt03048574
IRS990/TotalAssetsGrp/EOYAmt03534460
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt02
IRS990/TotalFunctionalExpensesGrp/TotalAmt0135497
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt04150
IRS990/TotalLiabilitiesEOYAmt02418
IRS990/TotalLiabilitiesGrp/BOYAmt04150
IRS990/TotalLiabilitiesGrp/EOYAmt02418
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt03044424
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt03532042
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceRevenueAmt031415
IRS990/TotalReportableCompFromOrgAmt013450
IRS990/TotalRevenueGrp/ExclusionAmt0219428
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt035073
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0254501
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt0110
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt03048574
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt03534460
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TypeOfOrganizationAssocInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0811 Ayrault Road No 3
IRS990/USAddress/CityNm0Fairport
IRS990/USAddress/StateAbbreviationCd0NY
IRS990/USAddress/ZIPCd014450
IRS990/VotingMembersGoverningBodyCnt010
IRS990/VotingMembersIndependentCnt09
IRS990/WebsiteAddressTxt0www.scottishritenmj.org
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02021-04-22 16:20:28Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0Gary Burke
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Secretary
ReturnHeader/BusinessOfficerGrp/PhoneNum05854250033
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-11-30
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 No 3
ReturnHeader/Filer/USAddress/CityNm0Fairport
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd014450
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId098ED3B91A36AB65A5BA3FABE0B1B01884429B43C
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId03509508896A3795B6E84261A6D75A0EA6A27C9BD
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt024.213.221.209
ReturnHeader/FilingSecurityInformation/IPDt02020-11-30
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ES
ReturnHeader/FilingSecurityInformation/IPTm013:24:59
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/PreparationDt02020-11-30
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0John F Heveron Jr
ReturnHeader/ReturnTs02020-12-02T10:28:56-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02019-08-01
ReturnHeader/TaxPeriodEndDt02020-07-31
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,534,460
Liabilities
$2,418
Net assets
$3,532,042
Revenue
$254,501
Expenses
$135,497
Net income
$119,004
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
2020Detailed filing. Detailed filing data is available for this year.$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