Civic Intelligence

Ancient & Accepted Scottish Rite of Free Masonry Southern Jurisdiction

990 • Fiscal year 2025 • EIN 23-7144210

Jan 01, 2025 to Dec 31, 2025

PO Box 60691Fort Myers, FL 33906-6991

(239) 571-0935

Siviq Scores

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

Liabilities / Assets

73rd percentile

0.00x

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

2025 filings • 501(c)10 • $500k-$1M nonprofits • Source year 2025

Liabilities / Revenue

73rd percentile

0.00x

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

2025 filings • 501(c)10 • $500k-$1M nonprofits • Source year 2025

Net Margin

51st percentile

14%

Higher net margin than 51% of similar nonprofits.

2025 filings • 501(c)10 • $500k-$1M nonprofits • Source year 2025

Top Officer Pay

71st percentile

$0

Higher top officer pay than 71% of similar nonprofits.

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

2025 filings • 501(c)10 • $500k-$1M nonprofits • Source year 2025

Asset Growth

49th percentile

4.7%

Faster asset growth than 49% of similar nonprofits.

2025 filings • 501(c)10 • $500k-$1M nonprofits • Annualized from 2024 to 2025

Revenue Growth

23rd percentile

-9.1%

Faster revenue growth than 23% of similar nonprofits.

2025 filings • $500k-$1M nonprofits • Annualized from 2024 to 2025

Assets

Up

$874,599

Up $39,272 (+4.7%) from 2024

Net Assets

Up

$874,599

Up $39,272 (+4.7%) from 2024

Liabilities

Flat

$0

Flat from 2024

Revenue

Down

$105,320

Down $10,485 (-9.1%) from 2024

Expenses

Down

$90,442

Down $7,714 (-7.9%) from 2024

Net Income

Down

$14,878

Down $2,771 (-16%) from 2024

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: $835,3272024Assets 2025: $874,599Liabilities 2025: $0Net Assets 2025: $874,5992025

Highlighted filing

2025

Assets$874,599
Liabilities$0
Net Assets$874,599

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: $17,6492024Revenue 2025: $105,320Expenses 2025: $90,442Net Income 2025: $14,8782025

Highlighted filing

2025

Revenue$105,320
Expenses$90,442
Net Income$14,878
Jump To
Filing Snapshot
Filing Period
Jan 1, 2025 to Dec 31, 2025
Signed
Apr 22, 2026
Return Version
2025v4.0
Gross Receipts
$110,821
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$530,930$581,861▲ $50,931
Prepaid Expenses and Deferred Charges$230,000$218,000▼ $12,000
Cash and Non-Interest-Bearing Accounts$74,397$74,738▲ $341
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$835,327$874,599▲ $39,272
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$835,327$874,599▲ $39,272
Net Assets With Donor Restrictions$0$0→ $0
Total Net Assets Fund Balance$835,327$874,599▲ $39,272
Total Liabilities and Net Assets / Fund Balance$835,327$874,599▲ $39,272
Compensation and Service Providers

Board Members and Trustees

NameTitle
Clay W TaylorChairman/President - Personal Representative
Bob ZimmermanAlmoner
Chuck MachellExecutive Committee - General Voting Member
Edgar LanhamExecutive Committee - General Voting Member
John HermanExecutive Committee - General Voting Member
Kenny VinceExecutive Committee - General Voting Member
Tim EckertGeneral Secretary
Peter KolthammerTreasurer
Mike MeehanVP - Commander of Council of Kadosh
Bobby LippekVP - Master of Kadosh
Joe McArthurVP - Wise Master Chapter Rose Croix
Rick PennewaertVP Venerable Master Lodge of Perfection
Revenue and Support

Revenue Composition

Contributions and Grants
$15,420
Program Service Revenue
$48,409
Investment Income
$43,234
Other Revenue
$-1,743
All Other Contributions
$15,420
Change in Net Assets
$14,878
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$69,697
Grants and Similar Amounts Paid$16,745
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Occupancy---$36,183
Payments to Affiliates---$17,463
Grants to Domestic Orgs---$15,631
Fees for Service Investment Mgmnt Fees---$5,321
Office Expenses---$4,778
Benefits to Members---$4,000
Insurance---$3,487
Conferences and Meetings---$2,465
Grants to Domestic Individuals---$1,114
Total Functional Expenses$0$0$0$90,442
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 on information generated by the Treasurer, and provides a copy to the Valley 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

Annual Conflict of Interest forms are required for all officers. There is ongoing review of disbursements to ensure any undisclosed conflict is found.

Form 990, Part VI, Section B, Line 15

No Compensation payments are made.

Form 990, Part VI, Section C, Line 19

All required public forms and documents are available in the Secretary's office by appointment and upon request. because all officer are volunteers, normal office hours 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
2395710935
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
2026-04-22

Organization Details

Principal Officer
Jeffrey Nowak
Formed
1992
Legal Domicile
Fl
Voting Board Members
9
Independent Board Members
9
Employees
0
Volunteers
300
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IRS990/Form990PartVIISectionAGrp/TitleTxt0Chairman/President - Personal Representative
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
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/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembershipDuesAmt00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0Organization'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.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt00
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt00
IRS990/NetAssetsOrFundBalancesBOYAmt0835327
IRS990/NetAssetsOrFundBalancesEOYAmt0874599
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt00
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt00
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/RelatedOrExemptFuncIncomeAmt0-1743
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt0-1743
IRS990/NetIncomeOrLossGrp/UnrelatedBusinessRevenueAmt00
IRS990/NetRentalIncomeOrLossGrp/ExclusionAmt00
IRS990/NetRentalIncomeOrLossGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/UnrelatedBusinessRevenueAmt00
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt024394
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0835327
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0874599
IRS990/NoncashContributionsAmt00
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/TotalAmt036183
IRS990/OfficeExpensesGrp/TotalAmt04778
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt00
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherLiabilitiesGrp/BOYAmt00
IRS990/OtherOrganizationDsc0Masonic Fraternity org by Florida Statute
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/TotalAmt00
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt00
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd00
IRS990/PaymentsToAffiliatesGrp/TotalAmt017463
IRS990/PayrollTaxesGrp/TotalAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0230000
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0218000
IRS990/PrincipalOfficerNm0Jeffrey Nowak
IRS990/PriorPeriodAdjustmentsAmt00
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/BusinessCd2900099
IRS990/ProgramServiceRevenueGrp/BusinessCd3900099
IRS990/ProgramServiceRevenueGrp/Desc0Dues and Membrer Donations
IRS990/ProgramServiceRevenueGrp/Desc1Reunions - new membership meetings
IRS990/ProgramServiceRevenueGrp/Desc2New Perpetual Membership fees
IRS990/ProgramServiceRevenueGrp/Desc3Honors Assessments (every other year)
IRS990/ProgramServiceRevenueGrp/ExclusionAmt00
IRS990/ProgramServiceRevenueGrp/ExclusionAmt10
IRS990/ProgramServiceRevenueGrp/ExclusionAmt20
IRS990/ProgramServiceRevenueGrp/ExclusionAmt30
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt041715
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt14544
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt2750
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt31400
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt041715
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt14544
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt2750
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt31400
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt10
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt20
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt30
IRS990/ProgSrvcAccomActy2Grp/Desc0Scottish Rite Reunions and education.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0490
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt04544
IRS990/ProgSrvcAccomActy3Grp/Desc0Support of Scottish Rite Foundation of Florida.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt08752
IRS990/ProgSrvcAccomActy3Grp/RevenueAmt012206
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt05450
IRS990/PYContributionsGrantsAmt010273
IRS990/PYGrantsAndSimilarPaidAmt012937
IRS990/PYInvestmentIncomeAmt060421
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt079769
IRS990/PYOtherRevenueAmt0-1374
IRS990/PYProgramServiceRevenueAmt046485
IRS990/PYRevenuesLessExpensesAmt017649
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt098156
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0115805
IRS990/RcvblFromDisqualifiedPrsnGrp/BOYAmt00
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/BOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt014878
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/RevenueAmt03964
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 on information generated by the Treasurer, and provides a copy to the Valley 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/ExplanationTxt1Annual Conflict of Interest forms are required for all officers. There is ongoing review of disbursements to ensure any undisclosed conflict is found.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2No Compensation payments are made.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3All required public forms and documents are available in the Secretary's office by appointment and upon request. because all officer are volunteers, normal office hours 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

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