Civic Intelligence

Ancient & Accepted Scottish Rite of Free Masonry Southern Jurisdiction

990 • Fiscal year 2020 • EIN 23-7144210

Jan 01, 2020 to Dec 31, 2020 • Filed on May 15, 2021

Organization Profile
PO Box 60691Fort Myers, FL 33906-6991

(239) 693-1332

Siviq Scores

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

Liabilities / Assets

55th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2020 filings • 501(c)10 • $500k-$1M nonprofits • Source year 2020

Liabilities / Revenue

54th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2020 filings • 501(c)10 • $500k-$1M nonprofits • Source year 2020

Net Margin

34th percentile

-4.5%

Higher net margin than 34% of similar nonprofits.

2020 filings • 501(c)10 • $500k-$1M nonprofits • Source year 2020

Top Officer Pay

66th percentile

$0

Higher top officer pay than 66% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2020 filings • 501(c)10 • $500k-$1M nonprofits • Source year 2020

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2020

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2020

Balance Sheet
Liabilities / Assets55th percentile

Assets

Down

$945,594

Down $306,314 (-24%) from 2014

Net Assets

Down

$945,594

Down $306,314 (-24%) from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue And Expenses
Liabilities / Revenue54th percentileNet Margin34th percentile

Revenue

Down

$76,458

Down $4,026 (-5.0%) from 2014

Expenses

Up

$79,906

Up $2,972 (+3.9%) from 2014

Net Income

Down

-$3,448

Down $6,998 (-197%) from 2014

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$1.5M$1.0M$500K$0Assets 2010: $1,277,988Liabilities 2010: $0Net Assets 2010: $1,277,9882010Assets 2011: $1,257,047Liabilities 2011: $0Net Assets 2011: $1,257,0472011Assets 2012: $1,260,114Liabilities 2012: $0Net Assets 2012: $1,260,1142012Assets 2013: $1,248,358Liabilities 2013: $0Net Assets 2013: $1,248,3582013Assets 2014: $1,251,908Liabilities 2014: $0Net Assets 2014: $1,251,9082014Assets 2020: $945,594Liabilities 2020: $0Net Assets 2020: $945,5942020Assets 2021: $964,040Liabilities 2021: $0Net Assets 2021: $964,0402021Assets 2022: $763,087Liabilities 2022: $0Net Assets 2022: $763,0872022Assets 2023: $811,210Liabilities 2023: $0Net Assets 2023: $811,2102023Assets 2024: $835,327Liabilities 2024: $0Net Assets 2024: $835,3272024

Highlighted filing

2020

Assets$945,594
Liabilities$0
Net Assets$945,594
Open 2020 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$300K$200K$100K$0-$100KExpenses 2010: $85,6262010Expenses 2011: $218,5712011Expenses 2012: $91,5662012Revenue 2013: $65,799Expenses 2013: $77,555Net Income 2013: -$11,7562013Revenue 2014: $80,484Expenses 2014: $76,934Net Income 2014: $3,5502014Revenue 2020: $76,458Expenses 2020: $79,906Net Income 2020: -$3,4482020Revenue 2021: $93,860Expenses 2021: $75,414Net Income 2021: $18,4462021Revenue 2022: $96,988Expenses 2022: $107,973Net Income 2022: -$10,9852022Revenue 2023: $109,185Expenses 2023: $91,972Net Income 2023: $17,2132023Revenue 2024: $115,805Expenses 2024: $98,156Net Income 2024: $17,6492024

Highlighted filing

2020

Revenue$76,458
Expenses$79,906
Net Income-$3,448
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
May 15, 2021
Return Version
2020v4.0
Gross Receipts
$227,371
Mission and Program Overview

Mission

Organization's Mission or Most Significant Activities - The Valley of Fort Myers Scottish Rite is a Masonic Fraternal organization organized by Florida Statute. As such, it provides facilities and functions for the fellowship of its members. It provides charitable assistance to needy individuals and community organizations. It provides Masonic education to its members and to other interested individuals.

Practice of Ancient and Accepted Scottish Rite Freemasonry in the Valley of Ft Myers, Orient of Florida, Southern Jurisdiction of the United States, which is located in the southwest portion of Florida. Mission: To be the premier fraternity of men of integrity and good character by providing opportunities for personal growth, leadership skills, education, and social interaction based on the values of friendship, charity, patriotism, tolerance, integrity, and a belief in a Supreme Being.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$446,400$501,542▲ $55,142
Prepaid Expenses and Deferred Charges$290,000$278,000▼ $12,000
Cash and Non-Interest-Bearing Accounts$181,117$166,052▼ $15,065
Savings and Temporary Cash Investments$0$0→ $0
Accounts Receivable$0$0→ $0
Other Notes and Loans Receivable, Net$0$0→ $0
Pledges and Grants Receivable$0$0→ $0
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Investments Other Securities$0$0→ $0
Investments Program Related$0$0→ $0
Land, Buildings, and Equipment, Net$0--
Intangible Assets$0$0→ $0
Inventories for Sale or Use$0$0→ $0
Loans From Officers Directors$0$0→ $0
Total Assets$917,517$945,594▲ $28,077
Other Assets Total$0$0→ $0
Liabilities
Accounts Payable and Accrued Expenses$0$0→ $0
Grants Payable$0$0→ $0
Mortgage Notes Payable Secured by Investment Property$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Other Liabilities$0--
Deferred Revenue$0$0→ $0
Escrow Account Liability$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$917,517$945,594▲ $28,077
Net Assets With Donor Restrictions$0$0→ $0
Total Net Assets Fund Balance$917,517$945,594▲ $28,077
Total Liabilities and Net Assets / Fund Balance$917,517$945,594▲ $28,077
Compensation and Service Providers
Top Officer Pay66th percentile

Board Members and Trustees

NameTitle
Clay W TaylorChairman - Personal Representative
Harold SimpsonPresident, Master of Kadosh
Jim Hogg1st VP - Prior of Kadosh
Chuck MachellExecutive Committee - General Voting Member
George BaliotisExecutive Committee - General Voting Member
Ken JordanExecutive Committee - General Voting Member
Rich BaylyExecutive Committee - General Voting Member
Fred WrightGeneral Secretary
Peter KolthammerTreasurer
Jeff ZimmermanVP - Commander of Council of Kadosh
Tom ElliottVP - Wise Master Chapter Rose Croix
John ReillyVP Venerable Master Lodge of Perfection
Revenue and Support

Revenue Composition

Contributions and Grants
$10,237
Program Service Revenue
$47,257
Investment Income
$23,740
Other Revenue
$-4,776
All Other Contributions
$10,237
Change in Net Assets
$-3,448
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$66,859
Grants and Similar Amounts Paid$6,547
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Occupancy---$36,035
Payments to Affiliates---$16,793
Benefits to Members---$6,500
Office Expenses---$5,634
Grants to Domestic Orgs---$5,202
Fees for Service Investment Mgmnt Fees---$4,074
Travel---$2,961
Grants to Domestic Individuals---$1,345
Insurance---$1,040
Conferences and Meetings---$322
Total Functional Expenses$0$0$0$79,906
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$0
Fundraising Gross Income$0
Gaming Direct Expenses$0
Gaming Gross Income$0
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
Loans from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Receivables from Disqualified Persons$0$0→ $0
Receivables from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
No
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
Yes
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 6

“The Ancient and Accepted Scottish Rite is a fraternal entity. Each person who is initiated and continues to pay dues is an active member of the organization.”

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

“Each active member is authorized to vote and elects the officers at the yearly meeting. Each active member attending the annual meeting also votes on all actions acted upon by the executive committee during the year.”

Form 990, Part VI, Section A, Line 7B

“Chairman - the Personal Representative has additional authority. This Chairman has overall approval authority of all decisions of the executive board. The Chairman is appointed by the State Organization.”

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

“Form 990 is reviewed by the Treasurer, General Secretary, and Personal Representative (Chairman) of the organization prior to filing. The Form 990 is available for review at the meeting of the Executive Board the month of filing, and is available for review by any member requesting it during regular office hours.”

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

“Executive Board oversight of operations, and conflicts of interest are discussed during executive board meetings 2-3 times a year. General members are reminded at certain general meetings to be aware of the policy, and to disclose any interests which might give rise to conflicts.”

Form 990, Part VI, Section B, Line 15

“The Executive Board oversees any potential compensation reviews.”

Form 990, Part VI, Section C, Line 19

“As required by law, our records are available upon request for public inspection at any time during regular business hours of the general secretary, whose office is located at 10868 Metro Pkwy, Fort Myers, FL 33966. Call 239-332-2311 for hours.”

Filing and Contact Details

Filer

Filer Name
Ancient & Accepted Scottish Rite of Free Masonry Southern Jurisdiction
EIN
23-7144210
Phone
2396931332
Address
PO Box 60691, Fort Myers, FL 33906-6991

Signing Officer

Name
Clay Taylor
Title
Personal Representative
Phone
2396931332
Signed
2021-05-15

Organization Details

Principal Officer
Clay W Taylor
Formed
1992
Legal Domicile
Fl
Voting Board Members
9
Independent Board Members
9
Employees
0
Volunteers
100
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IRS990/Form990PartVIISectionAGrp/TitleTxt3President, Master of Kadosh
IRS990/Form990PartVIISectionAGrp/TitleTxt41st VP - Prior of Kadosh
IRS990/Form990PartVIISectionAGrp/TitleTxt5VP - Commander of Council of Kadosh
IRS990/Form990PartVIISectionAGrp/TitleTxt6VP - Wise Master Chapter Rose Croix
IRS990/Form990PartVIISectionAGrp/TitleTxt7VP Venerable Master Lodge of Perfection
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IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt017208
IRS990/InvestmentIncomeGrp/UnrelatedBusinessRevenueAmt00
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt00
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IRS990/InvestmentsProgramRelatedGrp/BOYAmt00
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0446400
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0501542
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipBasisNetGrp/BOYAmt00
IRS990/LegalDomicileStateCd0FL
IRS990/LessCostOthBasisSalesExpnssGrp/OtherAmt00
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0143781
IRS990/LessRentalExpensesGrp/PersonalAmt00
IRS990/LessRentalExpensesGrp/RealAmt00
IRS990/LoanOutstandingInd00
IRS990/LoansFromOfficersDirectorsGrp/BOYAmt00
IRS990/LoansFromOfficersDirectorsGrp/EOYAmt00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembershipDuesAmt00
IRS990/MembersOrStockholdersInd01
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0To be the premier fraternity of men of integrity and good character by providing opportunities for personal growth, leadership skills, education, and social interaction based on the values of friendship, charity, patriotism, tolerance, integrity, and a belief in a Supreme Being.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt00
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt00
IRS990/NetAssetsOrFundBalancesBOYAmt0917517
IRS990/NetAssetsOrFundBalancesEOYAmt0945594
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt00
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt06532
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt06532
IRS990/NetGainOrLossInvestmentsGrp/UnrelatedBusinessRevenueAmt00
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt00
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncmFromFundraisingEvtGrp/UnrelatedBusinessRevenueAmt00
IRS990/NetIncomeFromGamingGrp/ExclusionAmt00
IRS990/NetIncomeFromGamingGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/UnrelatedBusinessRevenueAmt00
IRS990/NetIncomeOrLossGrp/ExclusionAmt00
IRS990/NetIncomeOrLossGrp/RelatedOrExemptFuncIncomeAmt0-4776
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt0-4776
IRS990/NetIncomeOrLossGrp/UnrelatedBusinessRevenueAmt00
IRS990/NetRentalIncomeOrLossGrp/ExclusionAmt00
IRS990/NetRentalIncomeOrLossGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/UnrelatedBusinessRevenueAmt00
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt031525
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0917517
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0945594
IRS990/NoncashContributionsAmt00
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/TotalAmt036035
IRS990/OfficeExpensesGrp/TotalAmt05634
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrganizationFollowsFASB117Ind0X
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IRS990/OthNotesLoansReceivableNetGrp/BOYAmt00
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd00
IRS990/PaymentsToAffiliatesGrp/TotalAmt016793
IRS990/PayrollTaxesGrp/TotalAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0290000
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0278000
IRS990/PrincipalOfficerNm0Clay W Taylor
IRS990/PriorPeriodAdjustmentsAmt00
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/Desc0Membership collections
IRS990/ProgramServiceRevenueGrp/Desc1Reunion Revenue
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IRS990/ProgramServiceRevenueGrp/ExclusionAmt10
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt042307
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt14950
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt042307
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt14950
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt10
IRS990/ProgSrvcAccomActy2Grp/Desc0Contributions to Masonic Charities
IRS990/ProgSrvcAccomActy3Grp/Desc0Service to the Fraternity and its brotherhood through education and service to members
IRS990/ProhibitedTaxShelterTransInd00
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IRS990/PYContributionsGrantsAmt08871
IRS990/PYGrantsAndSimilarPaidAmt07456
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IRS990/PYOtherExpensesAmt070660
IRS990/PYOtherRevenueAmt02132
IRS990/PYProgramServiceRevenueAmt047056
IRS990/PYRevenuesLessExpensesAmt0-578884
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt084116
IRS990/PYTotalProfFndrsngExpnsAmt00
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IRS990/ReceivablesFromOfficersEtcGrp/BOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0-3448
IRS990/RegularMonitoringEnfrcInd01
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IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RelatedOrganizationsAmt00
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IRS990/SavingsAndTempCashInvstGrp/BOYAmt00
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IRS990/ScheduleBRequiredInd00
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0The Ancient and Accepted Scottish Rite is a fraternal entity. Each person who is initiated and continues to pay dues is an active member of the organization.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Each active member is authorized to vote and elects the officers at the yearly meeting. Each active member attending the annual meeting also votes on all actions acted upon by the executive committee during the year.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Chairman - the Personal Representative has additional authority. This Chairman has overall approval authority of all decisions of the executive board. The Chairman is appointed by the State Organization.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Form 990 is reviewed by the Treasurer, General Secretary, and Personal Representative (Chairman) of the organization prior to filing. The Form 990 is available for review at the meeting of the Executive Board the month of filing, and is available for review by any member requesting it during regular office hours.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Executive Board oversight of operations, and conflicts of interest are discussed during executive board meetings 2-3 times a year. General members are reminded at certain general meetings to be aware of the policy, and to disclose any interests which might give rise to conflicts.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5The Executive Board oversees any potential compensation reviews.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6As required by law, our records are available upon request for public inspection at any time during regular business hours of the general secretary, whose office is located at 10868 Metro Pkwy, Fort Myers, FL 33966. Call 239-332-2311 for hours.
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 A, Line 7b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Section B, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part VI, Section B, Line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990, Part VI, Section B, Line 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990, Part VI, Section C, Line 19

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$945,594
Liabilities
$0
Net assets
$945,594
Revenue
$76,458
Expenses
$79,906
Net income
-$3,448
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.84$0.00$0.84$0.12$0.10$0.02
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.81$0.00$0.81$0.11$0.09$0.02
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.76$0.00$0.76$0.10$0.11$0.01
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.96$0.00$0.96$0.09$0.08$0.02
2020Detailed filing. Detailed filing data is available for this year.$0.95$0.00$0.95$0.08$0.08$0.00
2014Detailed filing. Detailed filing data is available for this year.$1.25$0.00$1.25$0.08$0.08$0.00
2013Detailed filing. Detailed filing data is available for this year.$1.25$0.00$1.25$0.07$0.08$0.01
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.26$0.00$1.26$0.09
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.26$0.00$1.26$0.22
2010XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.28$0.00$1.28$0.09
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