Civic Intelligence

Ancient Accepted Scottish Rite of Free Masonry Nmj

990 • Fiscal year 2020 • EIN 21-0394894

Aug 01, 2019 to Jul 31, 2020 • Filed on May 27, 2021

Organization ProfileWWW.SCOTTISHRITENMJ.ORG
315 White Horse PikeW Collingswood, NJ 08107

(856) 854-1991

Siviq Scores

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

Liabilities / Assets

67th percentile

0.01x

Higher debt load relative to assets than 67% of similar nonprofits.

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

Liabilities / Revenue

65th percentile

0.07x

Higher debt load relative to revenue than 65% of similar nonprofits.

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

Net Margin

45th percentile

5.3%

Higher net margin than 45% of similar nonprofits.

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

Top Officer Pay

98th percentile

$60,150

Higher top officer pay than 98% of similar nonprofits.

Top officer pay equals 15.9% of source-year revenue.

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

Asset Growth

23rd percentile

-1.1%

Faster asset growth than 23% of similar nonprofits.

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

Revenue Growth

82nd percentile

23%

Faster revenue growth than 82% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets67th percentile

Assets

Down

$3,248,262

Down $37,282 (-1.1%) from 2019

Net Assets

Down

$3,222,638

Down $42,247 (-1.3%) from 2019

Liabilities

Up

$25,624

Up $4,965 (+24%) from 2019

Revenue And Expenses
Liabilities / Revenue65th percentileNet Margin45th percentile

Revenue

Up

$378,088

Up $69,904 (+23%) from 2019

Expenses

Down

$358,080

Down $111,161 (-24%) from 2019

Net Income

Up

$20,008

Up $181,065 (+112%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth23rd percentile

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2011: $3,421,861Liabilities 2011: $24,980Net Assets 2011: $3,396,8812011Assets 2013: $3,517,007Liabilities 2013: $10,697Net Assets 2013: $3,506,3102013Assets 2014: $3,601,148Liabilities 2014: $9,617Net Assets 2014: $3,591,5312014Assets 2015: $3,514,391Liabilities 2015: $7,832Net Assets 2015: $3,506,5592015Assets 2016: $3,412,463Liabilities 2016: $9,195Net Assets 2016: $3,403,2682016Assets 2017: $3,476,877Liabilities 2017: $61,874Net Assets 2017: $3,415,0032017Assets 2018: $3,448,207Liabilities 2018: $18,768Net Assets 2018: $3,429,4392018Assets 2019: $3,285,544Liabilities 2019: $20,659Net Assets 2019: $3,264,8852019Assets 2020: $3,248,262Liabilities 2020: $25,624Net Assets 2020: $3,222,6382020Assets 2021: $3,782,076Liabilities 2021: $68,895Net Assets 2021: $3,713,1812021Assets 2022: $3,415,896Liabilities 2022: $78,811Net Assets 2022: $3,337,0852022Assets 2023: $3,408,492Liabilities 2023: $99,341Net Assets 2023: $3,309,1512023Assets 2024: $3,545,479Liabilities 2024: $108,549Net Assets 2024: $3,436,9302024

Highlighted filing

2020

Assets$3,248,262
Liabilities$25,624
Net Assets$3,222,638
Open 2020 Filing

Operations Trend

Revenue Growth82nd percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$600K$400K$200K$0-$200KExpenses 2011: $427,8782011Expenses 2013: $401,6962013Revenue 2014: $410,066Expenses 2014: $416,237Net Income 2014: -$6,1712014Revenue 2015: $409,827Expenses 2015: $430,814Net Income 2015: -$20,9872015Revenue 2016: $440,979Expenses 2016: $400,661Net Income 2016: $40,3182016Revenue 2017: $352,411Expenses 2017: $386,540Net Income 2017: -$34,1292017Revenue 2018: $393,545Expenses 2018: $408,368Net Income 2018: -$14,8232018Revenue 2019: $308,184Expenses 2019: $469,241Net Income 2019: -$161,0572019Revenue 2020: $378,088Expenses 2020: $358,080Net Income 2020: $20,0082020Revenue 2021: $557,045Expenses 2021: $285,689Net Income 2021: $271,3562021Revenue 2022: $252,577Expenses 2022: $351,855Net Income 2022: -$99,2782022Revenue 2023: $211,140Expenses 2023: $335,052Net Income 2023: -$123,9122023Revenue 2024: $251,508Expenses 2024: $344,162Net Income 2024: -$92,6542024

Highlighted filing

2020

Revenue$378,088
Expenses$358,080
Net Income$20,008
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Aug 1, 2019 to Jul 31, 2020
Signed
May 27, 2021
Return Version
2019v5.2
Gross Receipts
$1,123,991
Mission and Program Overview

Mission

Domestic fraternal organization.

Strengthen the masonic way of life by improving the individual character, leadership and spirit of its members through relevent programs. Inspire men to support the principles of freemasonry and promote family and community values. Serve mankind through the impact of extensive charitable outreach.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$2,545,335$2,415,840▼ $129,495
Land, Buildings, and Equipment, Net$686,608$686,608→ $0
Savings and Temporary Cash Investments$17,129$106,272▲ $89,143
Cash and Non-Interest-Bearing Accounts$24,150$30,381▲ $6,231
Accounts Receivable$6,294$4,877▼ $1,417
Total Assets$3,285,544$3,248,262▼ $37,282
Other Assets Total$6,028$4,284▼ $1,744
Liabilities
Other Liabilities$14,507$17,472▲ $2,965
Accounts Payable and Accrued Expenses$6,152$8,152▲ $2,000
Total Liabilities$20,659$25,624▲ $4,965
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$3,264,885$3,222,638▼ $42,247
Total Net Assets Fund Balance$3,264,885$3,222,638▼ $42,247
Total Liabilities and Net Assets / Fund Balance$3,285,544$3,248,262▼ $37,282

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$621,023--
Leasehold Improvements$65,585--
Other Securities$346,903--
Compensation and Service Providers
Top Officer Pay98th percentile

Employees

NameTitleFull / Part TimeBaseTotal
David J Herman JrSecretaryFT$60,150$60,150
Gene FricksTreasurer-$1,000$1,000

Board Members and Trustees

NameTitle
Richard a Sheeran1st Lieut Commander in CHI
Francis J Conway2nd Lieut Commander in CHI
Alan D KlineCommander in Chief
Revenue and Support

Revenue Composition

Contributions and Grants
$3,954
Program Service Revenue
$108,789
Investment Income
$237,711
Other Revenue
$27,634
All Other Contributions
$3,954
Change in Net Assets
$20,008
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$236,248
Salaries, Compensation, and Employee Benefits$106,435
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees---$61,150
Payment Travel Entrtnmnt Publicly Ofcl---$48,020
Insurance---$35,021
Other Employee Benefits---$20,291
Other Salaries and Wages---$18,995
Office Expenses---$16,514
Benefits to Members---$15,397
Fees for Services Accounting---$13,000
Conferences and Meetings---$12,667
Payroll Taxes---$5,999
Occupancy---$5,821
All Other Expenses---$3,819
Other Expenses---$2,498
Travel---$1,065
Total Functional Expenses$0$0$0$358,080
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
Due to Related Organization$17,055
Deferred Revenue$417
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
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
Yes
Other officer compensation reviewed
Yes
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 is comprised of masonic members who share in fraternal activities.”

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

“Prior to the filing of the organization's 990, the secretary reviews the 990 for and provides a copy for review to the investment trustees who serve as the organizations financial oversight committee.”

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

“The presiding officers of the excelsior bodies reviews the conflict of interest policy annually at the organization's may meeting.”

Form 990, Part VI, Section B, Line 15

“The presiding officers and the state deputy's representative hold an annual meeting to discuss the secretary and and other key employees salary adjustments.”

Form 990, Part VI, Section C, Line 19

“Governing documents, policies, and financial statements are available to the members upon request.”

Filing and Contact Details

Filer

Filer Name
Ancient Accepted Scottish Rite of
EIN
21-0394894
Phone
8568541991
Address
315 WHITE HORSE PIKE, W COLLINGSWOOD, NJ 08107
Doing Business As
Valley of Southern New Jersey

Signing Officer

Name
David J Herman Jr
Title
Secretary
Phone
8568541991
Signed
2021-05-27
Discuss with paid preparer
Yes

Organization Details

Principal Officer
David J Herman Jr
Formed
1883
Legal Domicile
Nj
Voting Board Members
32
Independent Board Members
32
Employees
6
Volunteers
0

Preparer

Firm
Bowman & Company Llp
Address
601 WHITE HORSE ROAD, VOORHEES, NJ 08043-2493
Preparer
James J Miles Jr
Phone
8564356200
Supplemental Narrative

Additional Explanations

FORM 990, PART XII, LINE 2C:

“For the fiscal year ending 7/31/20, the organization has not changed its processes for reviewing the annual compilation.”

Financial Statement Notes

PART X, LINE 2:

“Income taxes - the organization is exempt from federal income taxes under section 501(c)(10) of the internal revenue code and accordingly does not record a provision for income taxes on its earnings. The organization regularly reviews and evaluates its tax positions taken in previously filed information returns and as reflected in its financial statements, with regard to issues affecting its tax exempt status, unrelated business income, and related matters. The organization believes that in the event of an examination by taxing authorities, the organization's positions would prevail based upon the technical merits of such positions. Therefore, the organization has concluded that no tax benefits or liabilities are required to be recognized in accordance with relevant accounting literature.”

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.

Path#Value
IRS990/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt06152
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt08152
IRS990/AccountsReceivableGrp/BOYAmt06294
IRS990/AccountsReceivableGrp/EOYAmt04877
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0STRENGTHEN THE MASONIC WAY OF LIFE BY IMPROVING THE INDIVIDUAL CHARACTER, LEADERSHIP AND SPIRIT OF ITS MEMBERS THROUGH RELEVENT PROGRAMS. INSPIRE MEN TO SUPPORT THE PRINCIPLES OF FREEMASONRY AND PROMOTE FAMILY AND COMMUNITY VALUES. SERVE MANKIND THROUGH THE IMPACT OF EXTENSIVE CHARITABLE OUTREACH.
IRS990/AllOtherContributionsAmt03954
IRS990/AllOtherExpensesGrp/TotalAmt03819
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/BenefitsToMembersGrp/TotalAmt015397
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0DAVID J HERMAN JR SECRETARY
IRS990/BooksInCareOfDetail/PhoneNum08568541991
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0315 WHITE HORSE PIKE
IRS990/BooksInCareOfDetail/USAddress/CityNm0WEST COLLINGSWOOD
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NJ
IRS990/BooksInCareOfDetail/USAddress/ZIPCd008107
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/BOYAmt024150
IRS990/CashNonInterestBearingGrp/EOYAmt030381
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt061150
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd01
IRS990/CompensationProcessOtherInd01
IRS990/ConferencesMeetingsGrp/TotalAmt012667
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt015397
IRS990/CYContributionsGrantsAmt03954
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt0237711
IRS990/CYOtherExpensesAmt0236248
IRS990/CYOtherRevenueAmt027634
IRS990/CYProgramServiceRevenueAmt0108789
IRS990/CYRevenuesLessExpensesAmt020008
IRS990/CYSalariesCompEmpBnftPaidAmt0106435
IRS990/CYTotalExpensesAmt0358080
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0378088
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0DURING THE YEAR THE ORGANIZATION PROVIDED A FRATERNAL SETTING AT ITS HEADQUARTERS IN COLLINGSWOOD, NJ TO OVER 1,700 MEMBERS IN ACCORDANCE WITH THE CONCEPTS AND PRINCIPLES OF FREEMASONRY AND BENEVOLENT, CHARITABLE AND EDUCATIONAL UNDERTAKINGS.
IRS990/DescribedInSection501c3Ind00
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DoingBusinessAsName/BusinessNameLine1Txt0VALLEY OF SOUTHERN NEW JERSEY
IRS990/DonorAdvisedFundInd00
IRS990/DonorRstrOrQuasiEndowmentsInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt06
IRS990/EmploymentTaxReturnsFiledInd01
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/TotalAmt013000
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt040.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt12.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt22.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt32.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/PersonNm0DAVID J HERMAN JR
IRS990/Form990PartVIISectionAGrp/PersonNm1ALAN D KLINE
IRS990/Form990PartVIISectionAGrp/PersonNm2RICHARD A SHEERAN
IRS990/Form990PartVIISectionAGrp/PersonNm3FRANCIS J CONWAY
IRS990/Form990PartVIISectionAGrp/PersonNm4GENE FRICKS
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt060150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt41000
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/TitleTxt0SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt1COMMANDER IN CHIEF
IRS990/Form990PartVIISectionAGrp/TitleTxt21ST LIEUT COMMANDER IN CHI
IRS990/Form990PartVIISectionAGrp/TitleTxt32ND LIEUT COMMANDER IN CHI
IRS990/Form990PartVIISectionAGrp/TitleTxt4TREASURER
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01883
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedInd00
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt0189343
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt032
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0935246
IRS990/GrossReceiptsAmt01123991
IRS990/GroupExemptionNum00259
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt032
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InsuranceGrp/TotalAmt035021
IRS990/InvestmentIncomeGrp/ExclusionAmt048368
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt048368
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt02545335
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt02415840
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt00
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0686608
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0686608
IRS990/LandBldgEquipCostOrOtherBssAmt0686608
IRS990/LegalDomicileStateCd0NJ
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0745903
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd01
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd01
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0DOMESTIC FRATERNAL ORGANIZATION.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt03264885
IRS990/NetAssetsOrFundBalancesEOYAmt03222638
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0189343
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0189343
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-62255
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt03264885
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt03222638
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/TotalAmt05821
IRS990/OfficeExpensesGrp/TotalAmt016514
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt06028
IRS990/OtherAssetsTotalGrp/EOYAmt04284
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt020291
IRS990/OtherExpensesGrp/Desc0FELLOWSHIP DINNERS
IRS990/OtherExpensesGrp/Desc1PRINTING & PUBLICATION
IRS990/OtherExpensesGrp/Desc2TELEPHONE & INTERNET
IRS990/OtherExpensesGrp/Desc3OTHER & GENERAL EXPENSE
IRS990/OtherExpensesGrp/TotalAmt091368
IRS990/OtherExpensesGrp/TotalAmt13425
IRS990/OtherExpensesGrp/TotalAmt23030
IRS990/OtherExpensesGrp/TotalAmt32498
IRS990/OtherLiabilitiesGrp/BOYAmt014507
IRS990/OtherLiabilitiesGrp/EOYAmt017472
IRS990/OtherOrganizationDsc0501(C)(10)
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0FELLOWSHIP DINNER FEES
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt027634
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt027634
IRS990/OtherRevenueTotalAmt027634
IRS990/OtherSalariesAndWagesGrp/TotalAmt018995
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/TotalAmt05999
IRS990/PoliciesReferenceChaptersInd01
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0DAVID J HERMAN JR
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/Desc0MEMBERSHIP DUES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0108789
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0108789
IRS990/ProgSrvcAccomActy2Grp/Desc0THE ORGANIZATION ISSUES 10 NEWSLETTERS A YEAR TO ITS' MEMBERS.
IRS990/ProgSrvcAccomActy3Grp/Desc0THE ORGANIZATION HOLDS MONTHLY MEMBERSHIP DINNERS TO PROVIDE A SOCIAL SETTING FOR SHARING THE PRINCIPLES OF FREEMASONRY AND THE PROMOTION OF FAMILY AND COMMUNITY VALUES.
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt014921
IRS990/PYContributionsGrantsAmt04342
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0170904
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt048020
IRS990/PYOtherExpensesAmt0352089
IRS990/PYOtherRevenueAmt048001
IRS990/PYProgramServiceRevenueAmt084937
IRS990/PYRevenuesLessExpensesAmt0-161057
IRS990/PYSalariesCompEmpBnftPaidAmt0102231
IRS990/PYTotalExpensesAmt0469241
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0308184
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt020008
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd01
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt017129
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0106272
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/BuildingsGrp/BookValueAmt0621023
IRS990ScheduleD/BuildingsGrp/InvestmentCostOrOtherBasisAmt0621023
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt065585
IRS990ScheduleD/LeaseholdImprovementsGrp/InvestmentCostOrOtherBasisAmt065585
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt017055
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt1417
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0DUE TO RELATED ORGANIZATION
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1DEFERRED REVENUE
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt0187
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt12068750
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt2346903
IRS990ScheduleD/OtherSecuritiesGrp/Desc0U.S. GOVERNMENT OBLIGATIONS-AS DETAILED IN BROKERAGE ACCT WITH US TRUST
IRS990ScheduleD/OtherSecuritiesGrp/Desc1CORPORATE STOCKS-AS DETAILED IN ORGANIZATIONS BROKERAGE ACCT WITH US TRUST
IRS990ScheduleD/OtherSecuritiesGrp/Desc2CORPORATE BONDS-AS DETAILED IN ORGANIZATIONS BROKERAGE ACCT WITH US TRUST
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd1F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd2F
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0INCOME TAXES - THE ORGANIZATION IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(10) OF THE INTERNAL REVENUE CODE AND ACCORDINGLY DOES NOT RECORD A PROVISION FOR INCOME TAXES ON ITS EARNINGS. THE ORGANIZATION REGULARLY REVIEWS AND EVALUATES ITS TAX POSITIONS TAKEN IN PREVIOUSLY FILED INFORMATION RETURNS AND AS REFLECTED IN ITS FINANCIAL STATEMENTS, WITH REGARD TO ISSUES AFFECTING ITS TAX EXEMPT STATUS, UNRELATED BUSINESS INCOME, AND RELATED MATTERS. THE ORGANIZATION BELIEVES THAT IN THE EVENT OF AN EXAMINATION BY TAXING AUTHORITIES, THE ORGANIZATION'S POSITIONS WOULD PREVAIL BASED UPON THE TECHNICAL MERITS OF SUCH POSITIONS. THEREFORE, THE ORGANIZATION HAS CONCLUDED THAT NO TAX BENEFITS OR LIABILITIES ARE REQUIRED TO BE RECOGNIZED IN ACCORDANCE WITH RELEVANT ACCOUNTING LITERATURE.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0686608
IRS990ScheduleD/TotalBookValueSecuritiesAmt02415840
IRS990ScheduleD/TotalLiabilityAmt017472
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION IS COMPRISED OF MASONIC MEMBERS WHO SHARE IN FRATERNAL ACTIVITIES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1PRIOR TO THE FILING OF THE ORGANIZATION'S 990, THE SECRETARY REVIEWS THE 990 FOR AND PROVIDES A COPY FOR REVIEW TO THE INVESTMENT TRUSTEES WHO SERVE AS THE ORGANIZATIONS FINANCIAL OVERSIGHT COMMITTEE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE PRESIDING OFFICERS OF THE EXCELSIOR BODIES REVIEWS THE CONFLICT OF INTEREST POLICY ANNUALLY AT THE ORGANIZATION'S MAY MEETING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE PRESIDING OFFICERS AND THE STATE DEPUTY'S REPRESENTATIVE HOLD AN ANNUAL MEETING TO DISCUSS THE SECRETARY AND AND OTHER KEY EMPLOYEES SALARY ADJUSTMENTS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4GOVERNING DOCUMENTS, POLICIES, AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE MEMBERS UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5FOR THE FISCAL YEAR ENDING 7/31/20, THE ORGANIZATION HAS NOT CHANGED ITS PROCESSES FOR REVIEWING THE ANNUAL COMPILATION.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART XII, LINE 2C:
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd10
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd20
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd1N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd2N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0EXCELSIOR SCOTTISH RITE BODIES CHARITY FUND
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt1SUPREME COUNCIL 33 ANCIENT ACCEPTED SCOTTISH RITE NMJ USA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt2ANCIENT ACCEPTED SCOTTISH RITE OF FREE MASONRY NMJ NEW JERSEY COUNCIL OF DE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0222917990
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN1237383555
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt1501(C)(10)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt2501(C)(10)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0NJ
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd1MA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd2NJ
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0TO SUPPORT CHARITABLE EDUCATIONAL AND SCIENTIFIC ACTIVITIES
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt1DOMESTIC FRATERNAL ORGANIZATION
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt2DOMESTIC FRATERNAL ORGANIZATION
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0PRIVATE FOUNDATION
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt0315 WHITE HORSE PIKE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt133 MARRETT ROAD
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt2315 WHITE HORSE PIKE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0WEST COLLINGSWOOD
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm1LEXINGTON
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm2COLLINGSWOOD
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0NJ
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd1MA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd2NJ
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd008107
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd102421
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd208107
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0NJ
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt03285544
IRS990/TotalAssetsEOYAmt03248262
IRS990/TotalAssetsGrp/BOYAmt03285544
IRS990/TotalAssetsGrp/EOYAmt03248262
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt03954
IRS990/TotalEmployeeCnt06
IRS990/TotalFunctionalExpensesGrp/TotalAmt0358080
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt020659
IRS990/TotalLiabilitiesEOYAmt025624
IRS990/TotalLiabilitiesGrp/BOYAmt020659
IRS990/TotalLiabilitiesGrp/EOYAmt025624
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt03264885
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt03222638
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceRevenueAmt0108789
IRS990/TotalReportableCompFromOrgAmt061150
IRS990/TotalRevenueGrp/ExclusionAmt0237711
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0136423
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0378088
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt03285544
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt03248262
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TransactionWithControlEntInd00
IRS990/TravelGrp/TotalAmt01065
IRS990/TypeOfOrganizationAssocInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0315 WHITE HORSE PIKE
IRS990/USAddress/CityNm0WEST COLLINGSWOOD
IRS990/USAddress/StateAbbreviationCd0NJ
IRS990/USAddress/ZIPCd008107
IRS990/VotingMembersGoverningBodyCnt032
IRS990/VotingMembersIndependentCnt032
IRS990/WebsiteAddressTxt0WWW.SCOTTISHRITENMJ.ORG
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0DAVID J HERMAN JR
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SECRETARY
ReturnHeader/BusinessOfficerGrp/PhoneNum08568541991
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-05-27
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ANCIENT ACCEPTED SCOTTISH RITE OF
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FREEMASONRY NJ
ReturnHeader/Filer/BusinessNameControlTxt0ANCI
ReturnHeader/Filer/EIN0210394894
ReturnHeader/Filer/PhoneNum08568541991
ReturnHeader/Filer/USAddress/AddressLine1Txt0315 WHITE HORSE PIKE
ReturnHeader/Filer/USAddress/CityNm0W COLLINGSWOOD
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NJ
ReturnHeader/Filer/USAddress/ZIPCd008107
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0210658561
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BOWMAN & COMPANY LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0601 WHITE HORSE ROAD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0VOORHEES
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NJ
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0080432493
ReturnHeader/PreparerPersonGrp/PhoneNum08564356200
ReturnHeader/PreparerPersonGrp/PreparationDt02021-05-27
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JAMES J MILES JR
ReturnHeader/ReturnTs02021-05-28T08:55:27-05:00
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
$3,248,262
Liabilities
$25,624
Net assets
$3,222,638
Revenue
$378,088
Expenses
$358,080
Net income
$20,008
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.55$0.11$3.44$0.25$0.34$0.09
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.41$0.10$3.31$0.21$0.34$0.12
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.42$0.08$3.34$0.25$0.35$0.10
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.78$0.07$3.71$0.56$0.29$0.27
2020Detailed filing. Detailed filing data is available for this year.$3.25$0.03$3.22$0.38$0.36$0.02
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.29$0.02$3.26$0.31$0.47$0.16
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.45$0.02$3.43$0.39$0.41$0.01
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.48$0.06$3.42$0.35$0.39$0.03
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.41$0.01$3.40$0.44$0.40$0.04
2015Detailed filing. Detailed filing data is available for this year.$3.51$0.01$3.51$0.41$0.43$0.02
2014Detailed filing. Detailed filing data is available for this year.$3.60$0.01$3.59$0.41$0.42$0.01
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.52$0.01$3.51$0.40
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.42$0.02$3.40$0.43