Civic Intelligence

Ancient Accepted Scottish Rite of Free Masonry Nmj

990 • Fiscal year 2022 • EIN 16-0611675

Aug 01, 2021 to Jul 31, 2022 • Filed on Dec 05, 2022

Organization Profilewww.scottishritenmj.org
811 Ayrault Road 3Fairport, NY 14450

(585) 425-0033

Siviq Scores

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

Liabilities / Assets

57th percentile

0.00x

Higher debt load relative to assets than 57% of similar nonprofits.

2022 filings • 501(c)10 • $1M-$5M nonprofits • Source year 2022

Liabilities / Revenue

56th percentile

0.01x

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

2022 filings • 501(c)10 • $1M-$5M nonprofits • Source year 2022

Net Margin

81st percentile

50%

Higher net margin than 81% of similar nonprofits.

2022 filings • 501(c)10 • $1M-$5M nonprofits • Source year 2022

Top Officer Pay

82nd percentile

$14,950

Higher top officer pay than 82% of similar nonprofits.

Top officer pay equals 4.0% of source-year revenue.

2022 filings • 501(c)10 • $1M-$5M nonprofits • Source year 2022

Asset Growth

24th percentile

-14%

Faster asset growth than 24% of similar nonprofits.

2022 filings • 501(c)10 • $1M-$5M nonprofits • Annualized from 2021 to 2022

Revenue Growth

93rd percentile

120%

Faster revenue growth than 93% of similar nonprofits.

2022 filings • 501(c)10 • $1M-$5M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets57th percentile

Assets

Flat

$3,885,773

Flat from 2022

Net Assets

Flat

$3,881,896

Flat from 2022

Liabilities

Flat

$3,877

Flat from 2022

Revenue And Expenses
Liabilities / Revenue56th percentileNet Margin81st percentile

Revenue

Flat

$377,992

Flat from 2022

Expenses

Flat

$188,542

Flat from 2022

Net Income

Flat

$189,450

Flat from 2022

Historical Trend

Balance Sheet Trend

Asset Growth24th 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 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

2022

Assets$3,885,773
Liabilities$3,877
Net Assets$3,881,896
Open 2022 Filing

Operations Trend

Revenue Growth93rd 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 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

2022

Revenue$377,992
Expenses$188,542
Net Income$189,450
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Aug 1, 2021 to Jul 31, 2022
Signed
Dec 5, 2022
Return Version
2021v4.2
Gross Receipts
$391,514
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$4,491,498$3,863,984▼ $627,514
Cash and Non-Interest-Bearing Accounts$21,614$19,077▼ $2,537
Prepaid Expenses and Deferred Charges$1,200$1,200→ $0
Inventories for Sale or Use$312$312→ $0
Accounts Receivable$190--
Land, Buildings, and Equipment, Net$0$0→ $0
Total Assets$4,516,014$3,885,773▼ $630,241
Other Assets Total$1,200$1,200→ $0
Liabilities
Accounts Payable and Accrued Expenses$5,148$3,877▼ $1,271
Total Liabilities$5,148$3,877▼ $1,271
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$4,510,866$3,881,896▼ $628,970
Total Net Assets Fund Balance$4,510,866$3,881,896▼ $628,970
Total Liabilities and Net Assets / Fund Balance$4,516,014$3,885,773▼ $630,241

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
Gary BurkeSecretaryPT$14,950$14,950
John FlintTreasurer-$1,000$1,000

Board Members and Trustees

NameTitle
Bill EdwardsTrustee
Don JenksTrustee
Glenn StahlTrustee
Neil Bedford1st Lt. Commander
Steve MichenerCommander in Chief
James DeaseyMost Wise Master
Mike PettinatoSovereign Prince
Bob KimmelThrice Potent Master
Revenue and Support

Revenue Composition

Contributions and Grants
$14,643
Program Service Revenue
$42,854
Investment Income
$317,767
Other Revenue
$2,728
Change in Net Assets
$189,450
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$128,759
Salaries, Compensation, and Employee Benefits$52,726
Grants and Similar Amounts Paid$7,057
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Expenses---$52,275
Occupancy---$23,823
Payments to Affiliates---$21,379
Other Employee Benefits---$17,880
Current Officers, Directors, Trustees, and Key Employees---$15,950
Other Salaries and Wages---$15,879
Fees for Services Other---$13,114
Office Expenses---$10,048
Grants to Domestic Orgs---$7,057
All Other Expenses---$6,334
Payroll Taxes---$3,017
Insurance---$1,786
Total Functional Expenses$0$0$0$188,542
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Childrens Dyslexia Centers IncLexington, MA501(c)(3)To aid in the operation of the Organization's learning center.$7,057
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$13,522
Fundraising Gross Income$13,522
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Golf Tournament$28,165$13,522$1,016$12,506
Total Events$28,165$13,522$13,522$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, 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
2022-12-05
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Gary Burke
Formed
1867
Legal Domicile
Ny
Voting Board Members
10
Independent Board Members
8
Employees
2
Volunteers
110

Preparer

Firm
Heveron & Company CPAs PLLC
Address
260 Plymouth Avenue South, Rochester, NY 14608
Preparer
Daniel O'Dea
Phone
5852322956
Raw XML Appendix391 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/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/TitleTxt0Sovereign Prince
IRS990/Form990PartVIISectionAGrp/TitleTxt1Commander in Chief
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IRS990/Form990PartVIISectionAGrp/TitleTxt4Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt5Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt6Thrice Potent Master
IRS990/Form990PartVIISectionAGrp/TitleTxt7Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt8Most 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/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/Desc0Membership Dues
IRS990/ProgramServiceRevenueGrp/Desc1Member Events
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt027295
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt115559
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt027295
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt115559
IRS990/ProgSrvcAccomActy2Grp/Desc0Support Childrens' Learning Centers
IRS990/ProgSrvcAccomActy3Grp/Desc0Charitable Outreach
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt05352
IRS990/PYInvestmentIncomeAmt0124444
IRS990/PYOtherExpensesAmt073711
IRS990/PYOtherRevenueAmt07944
IRS990/PYProgramServiceRevenueAmt039728
IRS990/PYRevenuesLessExpensesAmt041972
IRS990/PYSalariesCompEmpBnftPaidAmt051081
IRS990/PYTotalExpensesAmt0130144
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0172116
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0189450
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
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt014643
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt014643
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt013522
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Golf Tournament
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt028165
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt028165
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt013522
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt013522
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt01016
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt01016
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt012506
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt012506
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/RecipientTable/CashGrantAmt07057
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(c)(3)
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt00
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0To aid in the operation of the Organization's learning center.
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0Childrens Dyslexia Centers Inc
IRS990ScheduleI/RecipientTable/RecipientEIN0043169620
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt033 Marrett Road
IRS990ScheduleI/RecipientTable/USAddress/CityNm0Lexington
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0MA
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd002421
IRS990ScheduleI/Total501c3OrgCnt01
IRS990ScheduleI/TotalOtherOrgCnt01
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/TotalAssetsBOYAmt04516014
IRS990/TotalAssetsEOYAmt03885773
IRS990/TotalAssetsGrp/BOYAmt04516014
IRS990/TotalAssetsGrp/EOYAmt03885773
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt014643
IRS990/TotalEmployeeCnt02
IRS990/TotalFunctionalExpensesGrp/TotalAmt0188542
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt05148
IRS990/TotalLiabilitiesEOYAmt03877
IRS990/TotalLiabilitiesGrp/BOYAmt05148
IRS990/TotalLiabilitiesGrp/EOYAmt03877
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt04510866
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt03881896
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceRevenueAmt042854
IRS990/TotalReportableCompFromOrgAmt015950
IRS990/TotalRevenueGrp/ExclusionAmt0317767
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt045582
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0377992
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt0110
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt04516014
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt03885773
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/VotingMembersIndependentCnt08
IRS990/WebsiteAddressTxt0www.scottishritenmj.org
IRS990/WhistleblowerPolicyInd01
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0Gary Burke
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Secretary
ReturnHeader/BusinessOfficerGrp/PhoneNum05854250033
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-12-05
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/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/PreparationDt02022-12-05
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Daniel O'Dea
ReturnHeader/ReturnTs02022-12-05T10:31:07-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Gary
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Burke
ReturnHeader/TaxPeriodBeginDt02021-08-01
ReturnHeader/TaxPeriodEndDt02022-07-31
ReturnHeader/TaxYr02021

Document Assets

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Filings

Displayed year

2022 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,885,773
Liabilities
$3,877
Net assets
$3,881,896
Revenue
$377,992
Expenses
$188,542
Net income
$189,450
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
2022Detailed filing. Detailed filing data is available for this year.$3.89$0.00$3.88$0.38$0.19$0.19
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