Civic Intelligence

Ancient & Accepted Scottish Rite of Free Masonry Southern Jurisdiction

990 • Fiscal year 2023 • EIN 23-7144210

Jan 01, 2023 to Dec 31, 2023 • Filed on Apr 09, 2024

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

64th percentile

0.00x

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

2023 filings • 501(c)10 • $500k-$1M nonprofits • Source year 2023

Liabilities / Revenue

64th percentile

0.00x

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

2023 filings • 501(c)10 • $500k-$1M nonprofits • Source year 2023

Net Margin

61st percentile

16%

Higher net margin than 61% of similar nonprofits.

2023 filings • 501(c)10 • $500k-$1M nonprofits • Source year 2023

Top Officer Pay

69th percentile

$0

Higher top officer pay than 69% of similar nonprofits.

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

2023 filings • 501(c)10 • $500k-$1M nonprofits • Source year 2023

Asset Growth

66th percentile

6.3%

Faster asset growth than 66% of similar nonprofits.

2023 filings • 501(c)10 • $500k-$1M nonprofits • Annualized from 2022 to 2023

Revenue Growth

61st percentile

13%

Faster revenue growth than 61% of similar nonprofits.

2023 filings • 501(c)10 • $500k-$1M nonprofits • Annualized from 2022 to 2023

Assets

Up

$811,210

Up $48,123 (+6.3%) from 2022

Net Assets

Up

$811,210

Up $48,123 (+6.3%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue

Up

$109,185

Up $12,197 (+13%) from 2022

Expenses

Down

$91,972

Down $16,001 (-15%) from 2022

Net Income

Up

$17,213

Up $28,198 (+257%) from 2022

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

2023

Assets$811,210
Liabilities$0
Net Assets$811,210

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

2023

Revenue$109,185
Expenses$91,972
Net Income$17,213
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Apr 9, 2024
Return Version
2023v5.0
Gross Receipts
$115,595
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$455,842$500,322▲ $44,480
Prepaid Expenses and Deferred Charges$254,000$242,000▼ $12,000
Cash and Non-Interest-Bearing Accounts$53,245$68,888▲ $15,643
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$763,087$811,210▲ $48,123
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
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$763,087$811,210▲ $48,123
Net Assets With Donor Restrictions$0$0→ $0
Total Net Assets Fund Balance$763,087$811,210▲ $48,123
Total Liabilities and Net Assets / Fund Balance$763,087$811,210▲ $48,123
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
Jim HoggExecutive Committee - General Voting Member
Ken JordanExecutive Committee - General Voting Member
Fred WrightGeneral Secretary
Peter KolthammerTreasurer
Bob ZimmermanVP - Commander of Council of Kadosh
Kevin GouleyVP - Master of Kadosh
Eduardo SanchezVP - Wise Master Chapter Rose Croix
Bill MaddoxVP Venerable Master Lodge of Perfection
Revenue and Support

Revenue Composition

Contributions and Grants
$11,778
Program Service Revenue
$63,014
Investment Income
$33,967
Other Revenue
$426
All Other Contributions
$11,778
Change in Net Assets
$17,213
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$72,645
Grants and Similar Amounts Paid$13,227
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Occupancy---$36,000
Payments to Affiliates---$17,699
Grants to Domestic Orgs---$12,497
Benefits to Members---$6,100
Office Expenses---$5,919
Fees for Service Investment Mgmnt Fees---$4,352
Travel---$3,644
Insurance---$3,215
Conferences and Meetings---$1,816
Grants to Domestic Individuals---$730
Total Functional Expenses$0$0$0$91,972
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
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

The Personal Representative prepares the tax return, and provides a copy to the Secretary for review upon request by members or other interested parties. A copy of the return is also filed with the State and National bodies of the Scottish Rite for review.

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

Discussion is held int the Executive Board meetings regarding requirements for disclosure of conflicts of interest. Elected Officers are required to disclose 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 compensation payments were made.

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 ours are not held. However, one of the explicit duties of the Secretary is to make all legally requested documentation available. The Secretary's contact information is available 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
2024-04-09

Organization Details

Principal Officer
Clay W Taylor
Formed
1992
Legal Domicile
Fl
Voting Board Members
9
Independent Board Members
9
Employees
0
Volunteers
300
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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/TitleTxt1Executive Committee - General Voting Member
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
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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/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt00
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/RelatedOrExemptFuncIncomeAmt0426
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt0426
IRS990/NetIncomeOrLossGrp/UnrelatedBusinessRevenueAmt00
IRS990/NetRentalIncomeOrLossGrp/ExclusionAmt00
IRS990/NetRentalIncomeOrLossGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/UnrelatedBusinessRevenueAmt00
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt030910
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0763087
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0811210
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NoncashContributionsAmt00
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/TotalAmt036000
IRS990/OfficeExpensesGrp/TotalAmt05919
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt00
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/TotalAmt00
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt00
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd00
IRS990/PaymentsToAffiliatesGrp/TotalAmt017699
IRS990/PayrollTaxesGrp/TotalAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0254000
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0242000
IRS990/PrincipalOfficerNm0Clay W Taylor
IRS990/PriorPeriodAdjustmentsAmt00
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/BusinessCd2900099
IRS990/ProgramServiceRevenueGrp/Desc0Dues and member donations
IRS990/ProgramServiceRevenueGrp/Desc1Reunion Revenues
IRS990/ProgramServiceRevenueGrp/Desc2New Perpetual Membership Program
IRS990/ProgramServiceRevenueGrp/ExclusionAmt00
IRS990/ProgramServiceRevenueGrp/ExclusionAmt10
IRS990/ProgramServiceRevenueGrp/ExclusionAmt20
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt049674
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt110340
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt23000
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt049674
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt110340
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt23000
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt10
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt20
IRS990/ProgSrvcAccomActy2Grp/Desc0Contributions to Masonic Charities
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt08445
IRS990/ProgSrvcAccomActy3Grp/Desc0Service to the Fraternity and its brotherhood through education and service to members
IRS990/ProgSrvcAccomActy3Grp/RevenueAmt03172
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt013350
IRS990/PYContributionsGrantsAmt012276
IRS990/PYGrantsAndSimilarPaidAmt010787
IRS990/PYInvestmentIncomeAmt047218
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt083836
IRS990/PYOtherRevenueAmt0770
IRS990/PYProgramServiceRevenueAmt036724
IRS990/PYRevenuesLessExpensesAmt0-10985
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0107973
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt096988
IRS990/RcvblFromDisqualifiedPrsnGrp/BOYAmt00
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/BOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt017213
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/RevenueAmt0161
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/ExplanationTxt0The Personal Representative prepares the tax return, and provides a copy to the Secretary for review upon request by members or other interested parties. A copy of the return is also filed with the State and National bodies of the Scottish Rite for review.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Discussion is held int the Executive Board meetings regarding requirements for disclosure of conflicts of interest. Elected Officers are required to disclose 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 compensation payments were made.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3All required public forms and documents are available in the Secretary's office by appointment. Because all Officers are volunteers, normal office ours are not held. However, one of the explicit duties of the Secretary is to make all legally requested documentation available. The Secretary's contact information is available 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/SubjToTaxRmnrtnExPrchtPymtInd01
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondLiabilitiesGrp/BOYAmt00
IRS990/TaxExemptBondLiabilitiesGrp/EOYAmt00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0763087
IRS990/TotalAssetsEOYAmt0811210
IRS990/TotalAssetsGrp/BOYAmt0763087
IRS990/TotalAssetsGrp/EOYAmt0811210
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt011778
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt00

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