Civic Intelligence

Ancient Accepted & Scottish Rite of Free Masonry So Juris USA

990 • Fiscal year 2016 • EIN 23-7144224

Jan 01, 2016 to Dec 31, 2016 • Filed on Nov 13, 2017

Organization ProfileWWW.MONROESCOTTISHRITE.ORG
205 University AvenueMonroe, LA 71203-3701

(318) 343-6388

Siviq Scores

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

Liabilities / Assets

83rd percentile

0.08x

Higher debt load relative to assets than 83% of similar nonprofits.

2016 filings • 501(c)10 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

88th percentile

0.31x

Higher debt load relative to revenue than 88% of similar nonprofits.

2016 filings • 501(c)10 • <$500k nonprofits • Source year 2016

Net Margin

72nd percentile

14%

Higher net margin than 72% of similar nonprofits.

2016 filings • 501(c)10 • <$500k nonprofits • Source year 2016

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2016 filings • 501(c)10 • <$500k nonprofits • Source year 2016

Asset Growth

81st percentile

9.4%

Faster asset growth than 81% of similar nonprofits.

2016 filings • 501(c)10 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

58th percentile

3.4%

Faster revenue growth than 58% of similar nonprofits.

2016 filings • 501(c)10 • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets83rd percentile

Assets

Up

$340,197

Up $29,333 (+9.4%) from 2015

Net Assets

Up

$312,155

Up $30,659 (+11%) from 2015

Liabilities

Down

$28,042

Down $1,326 (-4.5%) from 2015

Revenue And Expenses
Liabilities / Revenue88th percentileNet Margin72nd percentile

Revenue

Up

$89,543

Up $2,978 (+3.4%) from 2015

Expenses

Down

$76,961

Down $20,348 (-21%) from 2015

Net Income

Up

$12,582

Up $23,326 (+217%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth81st percentile

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

$800K$600K$400K$200K$0Assets 2010: $482,059Liabilities 2010: $364Net Assets 2010: $481,6952010Assets 2011: $506,580Liabilities 2011: $21,403Net Assets 2011: $485,1772011Assets 2012: $533,436Liabilities 2012: $39,440Net Assets 2012: $493,9962012Assets 2013: $570,007Liabilities 2013: $36,242Net Assets 2013: $533,7652013Assets 2014: $724,133Liabilities 2014: $26,854Net Assets 2014: $697,2792014Assets 2015: $310,864Liabilities 2015: $29,368Net Assets 2015: $281,4962015Assets 2016: $340,197Liabilities 2016: $28,042Net Assets 2016: $312,1552016Assets 2017: $369,256Liabilities 2017: $23,808Net Assets 2017: $345,4482017Assets 2018: $330,443Liabilities 2018: $26,513Net Assets 2018: $303,9302018Assets 2019: $342,219Liabilities 2019: $0Net Assets 2019: $342,2192019Assets 2020: $327,697Liabilities 2020: $0Net Assets 2020: $327,6972020Assets 2021: $334,964Liabilities 2021: $0Net Assets 2021: $334,9642021Assets 2022: $325,433Liabilities 2022: $0Net Assets 2022: $325,4332022Assets 2023: $318,394Liabilities 2023: $0Net Assets 2023: $318,3942023Assets 2024: $354,902Liabilities 2024: $0Net Assets 2024: $354,9022024

Highlighted filing

2016

Assets$340,197
Liabilities$28,042
Net Assets$312,155
Open 2016 Filing

Operations Trend

Revenue Growth58th percentile

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

$300K$200K$100K$0-$100KExpenses 2010: $68,7312010Expenses 2011: $106,0992011Expenses 2012: $86,9312012Revenue 2013: $108,323Expenses 2013: $97,822Net Income 2013: $10,5012013Revenue 2014: $297,815Expenses 2014: $98,089Net Income 2014: $199,7262014Revenue 2015: $86,565Expenses 2015: $97,309Net Income 2015: -$10,7442015Revenue 2016: $89,543Expenses 2016: $76,961Net Income 2016: $12,5822016Revenue 2017: $82,596Expenses 2017: $70,737Net Income 2017: $11,8592017Revenue 2018: $66,199Expenses 2018: $65,724Net Income 2018: $4752018Revenue 2019: $78,265Expenses 2019: $63,625Net Income 2019: $14,6402019Revenue 2020: $61,351Expenses 2020: $63,495Net Income 2020: -$2,1442020Revenue 2021: $44,518Expenses 2021: $52,234Net Income 2021: -$7,7162021Revenue 2022: $70,909Expenses 2022: $38,850Net Income 2022: $32,0592022Revenue 2023: $46,505Expenses 2023: $70,403Net Income 2023: -$23,8982023Revenue 2024: $64,947Expenses 2024: $38,855Net Income 2024: $26,0922024

Highlighted filing

2016

Revenue$89,543
Expenses$76,961
Net Income$12,582
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Nov 13, 2017
Return Version
2016v3.0
Gross Receipts
$100,044
Mission and Program Overview

Mission

Fraternity with a philanthropic mission.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$281,496$312,155▲ $30,659
Investments in Publicly Traded Securities$250,225$272,057▲ $21,832
Cash and Non-Interest-Bearing Accounts$14,224$28,067▲ $13,843
Land, Buildings, and Equipment, Net$27,486$20,436▼ $7,050
Savings and Temporary Cash Investments$9,594$10,075▲ $481
Accounts Receivable$9,335$9,562▲ $227
Total Assets$310,864$340,197▲ $29,333
Liabilities
Other Liabilities$27,806$27,913▲ $107
Accounts Payable and Accrued Expenses$1,562$129▼ $1,433
Total Liabilities$29,368$28,042▼ $1,326
Net Assets / Fund Balance
Total Net Assets Fund Balance$281,496$312,155▲ $30,659
Total Liabilities and Net Assets / Fund Balance$310,864$340,197▲ $29,333

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$707$71,539$72,246
Other Land Buildings$19,729$24,992$44,721
Compensation and Service Providers
Top Officer Pay76th percentile

Board Members and Trustees

NameTitle
Richard L JamesCommander
Marvin E LordMaster of Ka
Travis HolleyPersonal Rep
Wilson CookSecretary
Roy McduffieTreasurer
Richard D MahoneyVenerable Ma
Scotty D AdamsWise Master
Revenue and Support

Revenue Composition

Contributions and Grants
$9,011
Program Service Revenue
$41,891
Investment Income
$8,868
Other Revenue
$29,773
All Other Contributions
$9,011
Change in Net Assets
$12,582
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$66,115
Salaries, Compensation, and Employee Benefits$10,846
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Occupancy$25,105--$25,105
Payments to Affiliates$10,837--$10,837
Other Salaries and Wages$2,000$7,966-$9,966
Depreciation Depletion$7,050--$7,050
Insurance$6,768--$6,768
Conferences and Meetings$6,070--$6,070
Fees for Services Accounting$3,210--$3,210
Office Expenses$2,615--$2,615
Payroll Taxes$177$703-$880
Other Expenses$80--$80
Total Functional Expenses$68,292$8,669$0$76,961
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$29,556
Fundraising Direct Expenses$10,501
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Race for the Ki$28,563$28,563$10,379$18,184
Total Events$28,563$28,563$10,379$18,184
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Prepaid Dues$27,913
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
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, Page 6, Part VI, Line 11B

“The executive board reviews the form 990 before signing the return.”

Form 990, Page 6, Part VI, Line 12C

“The organization has a policy in place to regularly and consistently monitor and enforce the compliance of its conflict of interest policy,”

Form 990, Page 6, Part VI, Line 15A

“The organization has a process in place to determine the compensation of applicable persons.”

Form 990, Page 6, Part VI, Line 15B

“The organization has a process in place to determine the compensation of applicable persons.”

Form 990, Page 6, Part VI, Line 19

“The organization makes the governing documents, conflict of interest policy and financial statements available upon request.”

Filing and Contact Details

Filer

Filer Name
Ancient & Accepted Scottish Rite of
EIN
23-7144224
Phone
3183436388
Address
205 UNIVERSITY AVENUE, MONROE, LA 71203-3701

Signing Officer

Name
Travis Holley
Title
Personal Represent.
Phone
3183436388
Signed
2017-11-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Travis Holley
Formed
1992
Legal Domicile
La
Voting Board Members
0
Independent Board Members
0
Employees
3

Preparer

Firm
Hulsey Harwood & Sheridan LLC
Address
1900 ROSELAWN AVE, MONROE, LA 71201-5716
Preparer
Susan R Harwood CPA
Phone
3183256500
Supplemental Narrative

Additional Explanations

Form 990, Page 2, Part III, Line 4D

“Serving the monroe lodge and its members and fostering brotherhood among its members.”

Financial Statement Notes

Schedule D, Page 3, Part X

“The organization is exempt from income tax under section 501(c)(10) of the internal revenue code but must file an annual return with the internal revenue service that contains information on its financial operations. The organization is required to review various tax positions it has taken with respect to its exempt status and determine whether it has nexus in jurisdictions in which it has income and whether a tax return is required in those jurisdictions. In addition, as a tax exempt entity, the organization must assess whether it has any tax positions associated with unrelated business income subject to income tax. The organization does not expect any of these tax positions to change significantly over the next twelve months. Any penalties related to late filing or other requirements would be recognized as penalties expense in the organization's accounting records. The organization is required to file u.s. Federal form 990 for information purposes. Its federal income tax returns for the tax years 2013 and beyond remain subject to examination by the internal revenue service.”

Raw XML Appendix335 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/TitleTxt3WISE MASTER
IRS990/Form990PartVIISectionAGrp/TitleTxt4VENERABLE MA
IRS990/Form990PartVIISectionAGrp/TitleTxt5COMMANDER
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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION IS EXEMPT FROM INCOME TAX UNDER SECTION 501(C)(10) OF THE INTERNAL REVENUE CODE BUT MUST FILE AN ANNUAL RETURN WITH THE INTERNAL REVENUE SERVICE THAT CONTAINS INFORMATION ON ITS FINANCIAL OPERATIONS. THE ORGANIZATION IS REQUIRED TO REVIEW VARIOUS TAX POSITIONS IT HAS TAKEN WITH RESPECT TO ITS EXEMPT STATUS AND DETERMINE WHETHER IT HAS NEXUS IN JURISDICTIONS IN WHICH IT HAS INCOME AND WHETHER A TAX RETURN IS REQUIRED IN THOSE JURISDICTIONS. IN ADDITION, AS A TAX EXEMPT ENTITY, THE ORGANIZATION MUST ASSESS WHETHER IT HAS ANY TAX POSITIONS ASSOCIATED WITH UNRELATED BUSINESS INCOME SUBJECT TO INCOME TAX. THE ORGANIZATION DOES NOT EXPECT ANY OF THESE TAX POSITIONS TO CHANGE SIGNIFICANTLY OVER THE NEXT TWELVE MONTHS. ANY PENALTIES RELATED TO LATE FILING OR OTHER REQUIREMENTS WOULD BE RECOGNIZED AS PENALTIES EXPENSE IN THE ORGANIZATION'S ACCOUNTING RECORDS. THE ORGANIZATION IS REQUIRED TO FILE U.S. FEDERAL FORM 990 FOR INFORMATION PURPOSES. ITS FEDERAL INCOME TAX RETURNS FOR THE TAX YEARS 2013 AND BEYOND REMAIN SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE D, PAGE 3, PART X
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IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt010379
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0RACE FOR THE KI
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt028563
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt028563
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt028563
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt028563
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt018184
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt010379
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt010379
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0SERVING THE MONROE LODGE AND ITS MEMBERS AND FOSTERING BROTHERHOOD AMONG ITS MEMBERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE EXECUTIVE BOARD REVIEWS THE FORM 990 BEFORE SIGNING THE RETURN.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ORGANIZATION HAS A POLICY IN PLACE TO REGULARLY AND CONSISTENTLY MONITOR AND ENFORCE THE COMPLIANCE OF ITS CONFLICT OF INTEREST POLICY,
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE ORGANIZATION HAS A PROCESS IN PLACE TO DETERMINE THE COMPENSATION OF APPLICABLE PERSONS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE ORGANIZATION HAS A PROCESS IN PLACE TO DETERMINE THE COMPENSATION OF APPLICABLE PERSONS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE ORGANIZATION MAKES THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 2, PART III, LINE 4D
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 15B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PAGE 6, PART VI, LINE 19
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0310864
IRS990/TotalAssetsEOYAmt0340197
IRS990/TotalAssetsGrp/BOYAmt0310864
IRS990/TotalAssetsGrp/EOYAmt0340197
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt09011
IRS990/TotalEmployeeCnt03
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt08669
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt068292
IRS990/TotalFunctionalExpensesGrp/TotalAmt076961
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt029368
IRS990/TotalLiabilitiesEOYAmt028042
IRS990/TotalLiabilitiesGrp/BOYAmt029368
IRS990/TotalLiabilitiesGrp/EOYAmt028042
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0281496
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0312155
IRS990/TotalProgramServiceRevenueAmt041891
IRS990/TotalRevenueGrp/ExclusionAmt08868
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt052609
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt089543
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0310864
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0340197
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt00
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0WWW.MONROESCOTTISHRITE.ORG
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0TRAVIS HOLLEY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PERSONAL REPRESENT.
ReturnHeader/BusinessOfficerGrp/PhoneNum03183436388
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-11-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ANCIENT & ACCEPTED SCOTTISH RITE OF
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FREEMASONRY VALLEY OF MONROE
ReturnHeader/Filer/BusinessNameControlTxt0ANCI
ReturnHeader/Filer/EIN0237144224
ReturnHeader/Filer/PhoneNum03183436388
ReturnHeader/Filer/USAddress/AddressLine1Txt0205 UNIVERSITY AVENUE
ReturnHeader/Filer/USAddress/CityNm0MONROE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0LA
ReturnHeader/Filer/USAddress/ZIPCd0712033701
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId044E38A77D163089143A98A3CAC21FE49A472EEAD
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId05EC9155F852D92FC8F9703B5DAE7219B45069330
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0264070072
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HULSEY HARWOOD & SHERIDAN LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01900 ROSELAWN AVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MONROE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0LA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0712015716
ReturnHeader/PreparerPersonGrp/PhoneNum03183256500
ReturnHeader/PreparerPersonGrp/PreparationDt02017-11-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SUSAN R HARWOOD CPA
ReturnHeader/ReturnTs02017-11-15T14:22:33-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

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Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$340,197
Liabilities
$28,042
Net assets
$312,155
Revenue
$89,543
Expenses
$76,961
Net income
$12,582
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.55$0.00$3.55$0.65$0.39$0.26
2023Detailed filing. Detailed filing data is available for this year.$3.18$0.00$3.18$0.47$0.70$0.24
2022Detailed filing. Detailed filing data is available for this year.$3.25$0.00$3.25$0.71$0.39$0.32
2021Detailed filing. Detailed filing data is available for this year.$3.35$0.00$3.35$0.45$0.52$0.08
2020Detailed filing. Detailed filing data is available for this year.$3.28$0.00$3.28$0.61$0.63$0.02
2019Detailed filing. Detailed filing data is available for this year.$3.42$0.00$3.42$0.78$0.64$0.15
2018Detailed filing. Detailed filing data is available for this year.$3.30$0.27$3.04$0.66$0.66$0.00
2017Detailed filing. Detailed filing data is available for this year.$3.69$0.24$3.45$0.83$0.71$0.12
2016Detailed filing. Detailed filing data is available for this year.$3.40$0.28$3.12$0.90$0.77$0.13
2015Detailed filing. Detailed filing data is available for this year.$3.11$0.29$2.81$0.87$0.97$0.11
2014Detailed filing. Detailed filing data is available for this year.$7.24$0.27$6.97$2.98$0.98$2.00
2013Detailed filing. Detailed filing data is available for this year.$5.70$0.36$5.34$1.08$0.98$0.11
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.33$0.39$4.94$0.87
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.07$0.21$4.85$1.06
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.82$0.00$4.82$0.69