Civic Intelligence

Ancient Accepted Scottish Rite of Free Masonry Nmj

990 • Fiscal year 2023 • EIN 16-0611675

Aug 01, 2022 to Jul 31, 2023 • Filed on Dec 11, 2023

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

73rd percentile

0.01x

Higher debt load relative to assets than 73% of similar nonprofits.

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

Liabilities / Revenue

85th percentile

0.31x

Higher debt load relative to revenue than 85% of similar nonprofits.

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

Net Margin

58th percentile

16%

Higher net margin than 58% of similar nonprofits.

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

Top Officer Pay

83rd percentile

$15,295

Higher top officer pay than 83% of similar nonprofits.

Top officer pay equals 7.3% of source-year revenue.

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

Asset Growth

84th percentile

12%

Faster asset growth than 84% of similar nonprofits.

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

Revenue Growth

15th percentile

-44%

Faster revenue growth than 15% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets73rd percentile

Assets

Flat

$4,333,574

Flat from 2023

Net Assets

Flat

$4,268,593

Flat from 2023

Liabilities

Flat

$64,981

Flat from 2023

Revenue And Expenses
Liabilities / Revenue85th percentileNet Margin58th percentile

Revenue

Flat

$210,131

Flat from 2023

Expenses

Flat

$176,881

Flat from 2023

Net Income

Flat

$33,250

Flat from 2023

Historical Trend

Balance Sheet Trend

Asset Growth84th 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 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

2023

Assets$4,333,574
Liabilities$64,981
Net Assets$4,268,593
Open 2023 Filing

Operations Trend

Revenue Growth15th 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 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

2023

Revenue$210,131
Expenses$176,881
Net Income$33,250
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Aug 1, 2022 to Jul 31, 2023
Signed
Dec 11, 2023
Return Version
2022v5.0
Gross Receipts
$243,910
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$3,863,984$4,251,709▲ $387,725
Cash and Non-Interest-Bearing Accounts$19,077$22,086▲ $3,009
Prepaid Expenses and Deferred Charges$1,200--
Inventories for Sale or Use$312$312→ $0
Land, Buildings, and Equipment, Net$0$0→ $0
Total Assets$3,885,773$4,333,574▲ $447,801
Other Assets Total$1,200$59,467▲ $58,267
Liabilities
Other Liabilities$0$59,455▲ $59,455
Accounts Payable and Accrued Expenses$3,877$5,526▲ $1,649
Total Liabilities$3,877$64,981▲ $61,104
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$3,881,896$4,268,593▲ $386,697
Total Net Assets Fund Balance$3,881,896$4,268,593▲ $386,697
Total Liabilities and Net Assets / Fund Balance$3,885,773$4,333,574▲ $447,801

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$0$193,442$193,442
Leasehold Improvements$0$8,540$8,540
Compensation and Service Providers
Top Officer Pay83rd percentile

Employees

NameTitleFull / Part TimeBaseTotal
Gary BurkeSecretaryPT$15,295$15,295
John FlintTreasurer-$1,000$1,000

Board Members and Trustees

NameTitle
Bill EdwardsTrustee
Don JenksTrustee
Glenn StahlTrustee
Bryant Dunham1st Lt. Commander
Robert Kimmel2nd Lt. Commander
Neil BedfordCommander in Chief
Mike PettinatoMost Wise Master
Tom ChuggSovereign Prince
Michael SimmonsThrice Potent Master
Revenue and Support

Revenue Composition

Contributions and Grants
$11,638
Program Service Revenue
$47,781
Investment Income
$148,018
Other Revenue
$2,694
Change in Net Assets
$33,250
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$129,498
Salaries, Compensation, and Employee Benefits$36,086
Grants and Similar Amounts Paid$11,297
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Expenses---$50,618
Occupancy---$26,028
Payments to Affiliates---$20,062
Current Officers, Directors, Trustees, and Key Employees---$16,295
Other Salaries and Wages---$13,514
Fees for Services Other---$12,025
Office Expenses---$11,630
Grants to Domestic Orgs---$11,297
All Other Expenses---$7,189
Other Employee Benefits---$3,430
Payroll Taxes---$2,847
Insurance---$1,946
Total Functional Expenses$0$0$0$176,881
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Children's Dyslexia Centers IncLexington, MA501(c)(3)To aid in the operation of the Organization's learning center.$11,297
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$11,590
Fundraising Gross Income$11,590
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Golf Tournament$23,228$11,590$761$10,829
Total Events$23,228$11,590$11,590$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$59,455
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
2023-12-11
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Gary Burke
Formed
1867
Legal Domicile
Ny
Voting Board Members
11
Independent Board Members
9
Employees
2
Volunteers
165

Preparer

Firm
Heveron & Company CPAs PLLC
Address
260 Plymouth Avenue South, Rochester, NY 14608
Preparer
John F Heveron Jr
Phone
5852322956
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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/TitleTxt0Sovereign Prince
IRS990/Form990PartVIISectionAGrp/TitleTxt1Commander in Chief
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IRS990/Form990PartVIISectionAGrp/TitleTxt4Trustee
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IRS990/Form990PartVIISectionAGrp/TitleTxt6Thrice Potent Master
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IRS990/Form990PartVIISectionAGrp/TitleTxt8Most Wise Master
IRS990/Form990PartVIISectionAGrp/TitleTxt91st Lt. Commander
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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/OtherLiabilitiesGrp/BOYAmt00
IRS990/OtherLiabilitiesGrp/EOYAmt059455
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0Miscellaneous Income
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt02694
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt02694
IRS990/OtherRevenueTotalAmt02694
IRS990/OtherSalariesAndWagesGrp/TotalAmt013514
IRS990/OtherWebsiteInd0X
IRS990/PartialLiquidationInd00
IRS990/PaymentsToAffiliatesGrp/TotalAmt020062
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/TotalAmt02847
IRS990/PoliciesReferenceChaptersInd01
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt01200
IRS990/PrincipalOfficerNm0Gary Burke
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/Desc0Membership Dues
IRS990/ProgramServiceRevenueGrp/Desc1Member Events
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt026093
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt121688
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt026093
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt121688
IRS990/ProgSrvcAccomActy2Grp/Desc0Support Childrens' Learning Centers
IRS990/ProgSrvcAccomActy3Grp/Desc0Charitable Outreach
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt014643
IRS990/PYGrantsAndSimilarPaidAmt07057
IRS990/PYInvestmentIncomeAmt0317767
IRS990/PYOtherExpensesAmt0128759
IRS990/PYOtherRevenueAmt02728
IRS990/PYProgramServiceRevenueAmt042854
IRS990/PYRevenuesLessExpensesAmt0189450
IRS990/PYSalariesCompEmpBnftPaidAmt052726
IRS990/PYTotalExpensesAmt0188542
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0377992
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt033250
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/EquipmentGrp/BookValueAmt00
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0193442
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0193442
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt00
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt08540
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt08540
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt059455
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0Operating Lease Liability
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalLiabilityAmt059455
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt011638
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt011638
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt011590
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Golf Tournament
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt023228
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt023228
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt011590
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt011590
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt0761
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt0761
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt010829
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt010829
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/RecipientTable/CashGrantAmt011297
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(c)(3)
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt00
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0To aid in the operation of the Organization's learning center.
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0Children's 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/SupplementalInformationDetail/ExplanationTxt0A portion of the funds are directed to sponsor a student(s) for a year ($5k/student), any remaining funds, above the sponsorship of a student(s) raised are for the operating budget.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0Part I, Line 2:
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/TotalAssetsBOYAmt03885773
IRS990/TotalAssetsEOYAmt04333574
IRS990/TotalAssetsGrp/BOYAmt03885773
IRS990/TotalAssetsGrp/EOYAmt04333574
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt011638
IRS990/TotalEmployeeCnt02
IRS990/TotalFunctionalExpensesGrp/TotalAmt0176881
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt03877
IRS990/TotalLiabilitiesEOYAmt064981
IRS990/TotalLiabilitiesGrp/BOYAmt03877
IRS990/TotalLiabilitiesGrp/EOYAmt064981
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt03881896
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt04268593
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceRevenueAmt047781
IRS990/TotalReportableCompFromOrgAmt016295
IRS990/TotalRevenueGrp/ExclusionAmt0148018
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt050475
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0210131
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt0165
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt03885773
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt04333574
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TypeOfOrganizationAssocInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0811 Ayrault Road 3
IRS990/USAddress/CityNm0Fairport
IRS990/USAddress/StateAbbreviationCd0NY
IRS990/USAddress/ZIPCd014450
IRS990/VotingMembersGoverningBodyCnt011
IRS990/VotingMembersIndependentCnt09
IRS990/WebsiteAddressTxt0www.scottishritenmj.org
IRS990/WhistleblowerPolicyInd01
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0Gary Burke
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Secretary
ReturnHeader/BusinessOfficerGrp/PhoneNum05854250033
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-12-11
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

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,333,574
Liabilities
$64,981
Net assets
$4,268,593
Revenue
$210,131
Expenses
$176,881
Net income
$33,250
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
2023Detailed filing. Detailed filing data is available for this year.$4.33$0.06$4.27$0.21$0.18$0.03
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