Civic Intelligence

Ancient & Accepted Scottish Rite of Free Masonry Southern Jurisdiction

990 • Fiscal year 2022 • EIN 23-7144210

Jan 01, 2022 to Dec 31, 2022 • Filed on Apr 09, 2023

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

62nd percentile

0.00x

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

2022 filings • 501(c)10 • $500k-$1M nonprofits • Source year 2022

Liabilities / Revenue

62nd percentile

0.00x

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

2022 filings • 501(c)10 • $500k-$1M nonprofits • Source year 2022

Net Margin

34th percentile

-11%

Higher net margin than 34% of similar nonprofits.

2022 filings • 501(c)10 • $500k-$1M nonprofits • Source year 2022

Top Officer Pay

68th percentile

$0

Higher top officer pay than 68% of similar nonprofits.

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

2022 filings • 501(c)10 • $500k-$1M nonprofits • Source year 2022

Asset Growth

9th percentile

-21%

Faster asset growth than 9% of similar nonprofits.

2022 filings • 501(c)10 • $500k-$1M nonprofits • Annualized from 2021 to 2022

Revenue Growth

63rd percentile

3.3%

Faster revenue growth than 63% of similar nonprofits.

2022 filings • 501(c)10 • $500k-$1M nonprofits • Annualized from 2021 to 2022

Assets

Down

$763,087

Down $200,953 (-21%) from 2021

Net Assets

Down

$763,087

Down $200,953 (-21%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue

Up

$96,988

Up $3,128 (+3.3%) from 2021

Expenses

Up

$107,973

Up $32,559 (+43%) from 2021

Net Income

Down

-$10,985

Down $29,431 (-160%) from 2021

Historical Trend

Balance Sheet Trend

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

2022

Assets$763,087
Liabilities$0
Net Assets$763,087

Operations Trend

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

2022

Revenue$96,988
Expenses$107,973
Net Income-$10,985
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Apr 9, 2023
Return Version
2022v5.0
Gross Receipts
$99,147
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$628,431$455,842▼ $172,589
Prepaid Expenses and Deferred Charges$266,000$254,000▼ $12,000
Cash and Non-Interest-Bearing Accounts$69,609$53,245▼ $16,364
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
Intangible Assets$0$0→ $0
Inventories for Sale or Use$0$0→ $0
Loans From Officers Directors$0$0→ $0
Total Assets$964,040$763,087▼ $200,953
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$964,040$763,087▼ $200,953
Net Assets With Donor Restrictions$0$0→ $0
Total Net Assets Fund Balance$964,040$763,087▼ $200,953
Total Liabilities and Net Assets / Fund Balance$964,040$763,087▼ $200,953
Compensation and Service Providers

Board Members and Trustees

NameTitle
Clay W TaylorChairman/President - Personal Representative
Chuck MachellExecutive Committee - General Voting Member
Edgar LanhamExecutive Committee - General Voting Member
Ken JordanExecutive Committee - General Voting Member
Fred WrightGeneral Secretary
Peter KolthammerTreasurer
Bobby LippekVP - Commander of Council of Kadosh
Jim HoggVP - Master of Kadosh
Tom ElliottVP - Master of Kadosh
John ReillyVP - Wise Master Chapter Rose Croix
Bob SweetVP Venerable Master Lodge of Perfection
Revenue and Support

Revenue Composition

Contributions and Grants
$12,276
Program Service Revenue
$36,724
Investment Income
$47,218
Other Revenue
$770
All Other Contributions
$12,276
Change in Net Assets
$-10,985
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$83,836
Grants and Similar Amounts Paid$10,787
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Occupancy---$34,000
Payments to Affiliates---$32,628
Benefits to Members---$13,350
Grants to Domestic Orgs---$8,897
Travel---$6,412
Fees for Service Investment Mgmnt Fees---$4,971
Office Expenses---$3,734
Grants to Domestic Individuals---$1,890
Insurance---$1,591
Conferences and Meetings---$500
Total Functional Expenses$0$0$0$107,973
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
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
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 B, Line 11B

Personal Representative prepares the return, and provides a copy of it to the Secretary for review upon request by members or other interested parties. A copy of the returns is also filed with the State and National Bodies of the Scottish rite for reivew.

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

Form 990, Part VI, Section B, Line 12C - Discussion is held in Executive Board meetings regarding requirements for disclosure of conflict of interest. Elected officers are required to disclose to the Executive Board any potential conflicts of interest. Executive Board determines whether potential conflict of interest is sufficient to prevent said officer from performing their duty.

Form 990, Part VI, Section B, Line 15

n/a - no payments made

Form 990, Part VI, Section C, Line 19

Form 990, Part VI, Section C, Line 19 - All required public forms and documents are available in the Secretary's office by appointment. Because all officers are volunteers, normal office hours are not held. However one of the explicit duties of the Secretary is to make all available requested documentation. The Secretary's contact information is avialable online and on premises.

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
Doing Business As
AASR Valley of Fort Myers

Signing Officer

Name
Clay Taylor
Title
Personal Representative
Phone
2396931332
Signed
2023-04-09

Organization Details

Principal Officer
Clay W Taylor
Formed
1992
Legal Domicile
Fl
Voting Board Members
9
Independent Board Members
9
Employees
0
Volunteers
300
Raw XML AppendixShowing 400 of 450 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/Form990PartVIISectionAGrp/TitleTxt2Executive Committee - General Voting Member
IRS990/Form990PartVIISectionAGrp/TitleTxt3Executive Committee - General Voting Member
IRS990/Form990PartVIISectionAGrp/TitleTxt4Executive Committee - General Voting Member
IRS990/Form990PartVIISectionAGrp/TitleTxt5General Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt6Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt7VP - Master of Kadosh
IRS990/Form990PartVIISectionAGrp/TitleTxt8VP - Commander of Council of Kadosh
IRS990/Form990PartVIISectionAGrp/TitleTxt9VP - Wise Master Chapter Rose Croix
IRS990/Form990PartVIISectionAGrp/TitleTxt10VP Venerable Master Lodge of Perfection
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IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/TotalAmt034000
IRS990/OfficeExpensesGrp/TotalAmt03734
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt00
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherLiabilitiesGrp/BOYAmt00
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/TotalAmt00
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt00
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd00
IRS990/PaymentsToAffiliatesGrp/TotalAmt032628
IRS990/PayrollTaxesGrp/TotalAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0266000
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0254000
IRS990/PrincipalOfficerNm0Clay W Taylor
IRS990/PriorPeriodAdjustmentsAmt00
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/BusinessCd2900099
IRS990/ProgramServiceRevenueGrp/BusinessCd3900099
IRS990/ProgramServiceRevenueGrp/Desc0Membership Collections
IRS990/ProgramServiceRevenueGrp/Desc1Reunion Revenues
IRS990/ProgramServiceRevenueGrp/Desc2Honors Revenue
IRS990/ProgramServiceRevenueGrp/Desc3Perpetual Membership Receipts
IRS990/ProgramServiceRevenueGrp/ExclusionAmt00
IRS990/ProgramServiceRevenueGrp/ExclusionAmt10
IRS990/ProgramServiceRevenueGrp/ExclusionAmt20
IRS990/ProgramServiceRevenueGrp/ExclusionAmt30
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt031724
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt15000
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt20
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt30
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt031724
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt15000
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt20
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt30
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt10
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt20
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt30
IRS990/ProgSrvcAccomActy2Grp/Desc0Contributions to Masonic Charities
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt08897
IRS990/ProgSrvcAccomActy2Grp/GrantAmt00
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt05610
IRS990/ProgSrvcAccomActy3Grp/Desc0Service to the Fraternity and its brotherhood through education and service to members
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt015240
IRS990/ProgSrvcAccomActy3Grp/GrantAmt00
IRS990/ProgSrvcAccomActy3Grp/RevenueAmt06666
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt07435
IRS990/PYContributionsGrantsAmt010564
IRS990/PYGrantsAndSimilarPaidAmt06922
IRS990/PYInvestmentIncomeAmt036470
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt061057
IRS990/PYOtherRevenueAmt0-4336
IRS990/PYProgramServiceRevenueAmt051162
IRS990/PYRevenuesLessExpensesAmt018446
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt075414
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt093860
IRS990/RcvblFromDisqualifiedPrsnGrp/BOYAmt00
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/BOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0-10985
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RelatedOrganizationsAmt00
IRS990/RentalIncomeOrLossGrp/PersonalAmt00
IRS990/RentalIncomeOrLossGrp/RealAmt00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt00
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/ExclusionAmt00
IRS990/RoyaltiesRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/RoyaltiesRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt00
IRS990/SavingsAndTempCashInvstGrp/EOYAmt00
IRS990/ScheduleBRequiredInd00
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Personal Representative prepares the return, and provides a copy of it to the Secretary for review upon request by members or other interested parties. A copy of the returns is also filed with the State and National Bodies of the Scottish rite for reivew.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Form 990, Part VI, Section B, Line 12C - Discussion is held in Executive Board meetings regarding requirements for disclosure of conflict of interest. Elected officers are required to disclose to the Executive Board any potential conflicts of interest. Executive Board determines whether potential conflict of interest is sufficient to prevent said officer from performing their duty.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2n/a - no payments made
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Form 990, Part VI, Section C, Line 19 - All required public forms and documents are available in the Secretary's office by appointment. Because all officers are volunteers, normal office hours are not held. However one of the explicit duties of the Secretary is to make all available requested documentation. The Secretary's contact information is avialable online and on premises.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section B, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section B, Line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section B, Line 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Section C, Line 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondLiabilitiesGrp/BOYAmt00
IRS990/TaxExemptBondLiabilitiesGrp/EOYAmt00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0964040
IRS990/TotalAssetsEOYAmt0763087
IRS990/TotalAssetsGrp/BOYAmt0964040
IRS990/TotalAssetsGrp/EOYAmt0763087
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt012276
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt0107973
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0964040
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0763087
IRS990/TotalOtherCompensationAmt00
IRS990/TotalOtherProgSrvcExpenseAmt00
IRS990/TotalOtherProgSrvcGrantAmt00
IRS990/TotalOtherProgSrvcRevenueAmt00
IRS990/TotalOthProgramServiceRevGrp/ExclusionAmt00

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