Civic Intelligence

Ancient Accepted & Scottish Rite of Free Masonry So Juris USA

990 • Fiscal year 2018 • EIN 23-7144224

Jan 01, 2018 to Dec 31, 2018 • Filed on Mar 07, 2020

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

84th percentile

0.08x

Higher debt load relative to assets than 84% of similar nonprofits.

2018 filings • 501(c)10 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

91st percentile

0.40x

Higher debt load relative to revenue than 91% of similar nonprofits.

2018 filings • 501(c)10 • <$500k nonprofits • Source year 2018

Net Margin

44th percentile

0.7%

Higher net margin than 44% of similar nonprofits.

2018 filings • 501(c)10 • <$500k nonprofits • Source year 2018

Top Officer Pay

95th percentile

$12,000

Higher top officer pay than 95% of similar nonprofits.

Top officer pay equals 18.1% of source-year revenue.

2018 filings • 501(c)10 • <$500k nonprofits • Source year 2018

Asset Growth

18th percentile

-11%

Faster asset growth than 18% of similar nonprofits.

2018 filings • 501(c)10 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

19th percentile

-20%

Faster revenue growth than 19% of similar nonprofits.

2018 filings • 501(c)10 • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets84th percentile

Assets

Down

$330,443

Down $38,813 (-11%) from 2017

Net Assets

Down

$303,930

Down $41,518 (-12%) from 2017

Liabilities

Up

$26,513

Up $2,705 (+11%) from 2017

Revenue And Expenses
Liabilities / Revenue91st percentileNet Margin44th percentile

Revenue

Down

$66,199

Down $16,397 (-20%) from 2017

Expenses

Down

$65,724

Down $5,013 (-7.1%) from 2017

Net Income

Down

$475

Down $11,384 (-96%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth18th 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

2018

Assets$330,443
Liabilities$26,513
Net Assets$303,930
Open 2018 Filing

Operations Trend

Revenue Growth19th 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

2018

Revenue$66,199
Expenses$65,724
Net Income$475
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Mar 7, 2020
Return Version
2018v3.2
Gross Receipts
$68,880
Mission and Program Overview

Mission

Fraternity with a philanthropic mission.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$345,448$303,930▼ $41,518
Investments in Publicly Traded Securities$290,959$256,506▼ $34,453
Accounts Receivable$27,562$27,561▼ $1
Cash and Non-Interest-Bearing Accounts$24,439$25,548▲ $1,109
Savings and Temporary Cash Investments$11,790$11,082▼ $708
Land, Buildings, and Equipment, Net$14,506$9,746▼ $4,760
Total Assets$369,256$330,443▼ $38,813
Liabilities
Other Liabilities$23,808$26,513▲ $2,705
Total Liabilities$23,808$26,513▲ $2,705
Net Assets / Fund Balance
Total Net Assets Fund Balance$345,448$303,930▼ $41,518
Total Liabilities and Net Assets / Fund Balance$369,256$330,443▼ $38,813

Asset Categories

AssetBook ValueDepreciationBasis
Equipment-$72,246$72,246
Other Land Buildings$9,746$34,975$44,721
Compensation and Service Providers
Top Officer Pay95th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Wilson CookSecretaryPT$12,000$12,000

Board Members and Trustees

NameTitle
Richard L JamesCommander
Marvin E LordMaster of Ka
J Keith GatesPersonal Rep
Roy McduffieTreasurer
Richard D MahoneyVenerable Ma
Scotty D AdamsWise Master
Revenue and Support

Revenue Composition

Contributions and Grants
$3,115
Program Service Revenue
$36,235
Investment Income
$18,775
Other Revenue
$8,074
All Other Contributions
$3,115
Change in Net Assets
$475
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$53,699
Salaries, Compensation, and Employee Benefits$12,025
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Payments to Affiliates$23,093--$23,093
Other Salaries and Wages-$12,000-$12,000
Office Expenses$9,726--$9,726
Occupancy$7,382--$7,382
Depreciation Depletion$4,760--$4,760
Fees for Services Accounting$2,633--$2,633
Insurance$2,550--$2,550
Conferences and Meetings$598--$598
Other Expenses$125--$125
Payroll Taxes-$25-$25
Total Functional Expenses$53,699$12,025$0$65,724
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$3,881
Fundraising Direct Expenses$2,681
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Prepaid Dues$26,513
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
J Keith Gates
Title
Personal Represent.
Phone
3183436388
Signed
2020-03-07
Discuss with paid preparer
Yes

Organization Details

Principal Officer
J Keith Gates
Formed
1992
Legal Domicile
La
Voting Board Members
0
Independent Board Members
0
Employees
0

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 1, Item B

“The return was originally filed by the secretary as a 990-n postcard without realizing the 990-n filing requirements were not met due to the three-year gross receipts test. The return is being amended to repost on the proper tax forms.”

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 2015 and beyond remain subject to examination by the internal revenue service.”

Raw XML Appendix331 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.

Path#Value
IRS990/AccountantCompileOrReviewInd0true
IRS990/AccountsReceivableGrp/BOYAmt027562
IRS990/AccountsReceivableGrp/EOYAmt027561
IRS990/AcctCompileOrReviewBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0FRATERNITY WITH A PHILANTHROPIC MISSION.
IRS990/AllOtherContributionsAmt03115
IRS990/AmendedReturnInd0X
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/AuditCommitteeInd0true
IRS990/BackupWthldComplianceInd0false
IRS990/BooksInCareOfDetail/PersonNm0WILSON COOK
IRS990/BooksInCareOfDetail/PhoneNum03183436388
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0205 UNIVERSITY AVENUE
IRS990/BooksInCareOfDetail/USAddress/CityNm0MONROE
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0LA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd0712033701
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOfficerEntInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt024439
IRS990/CashNonInterestBearingGrp/EOYAmt025548
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0false
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0true
IRS990/CompensationProcessOtherInd0true
IRS990/ConferencesMeetingsGrp/ProgramServicesAmt0598
IRS990/ConferencesMeetingsGrp/TotalAmt0598
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt03115
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt018775
IRS990/CYOtherExpensesAmt053699
IRS990/CYOtherRevenueAmt08074
IRS990/CYProgramServiceRevenueAmt036235
IRS990/CYRevenuesLessExpensesAmt0475
IRS990/CYSalariesCompEmpBnftPaidAmt012025
IRS990/CYTotalExpensesAmt065724
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt066199
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/ProgramServicesAmt04760
IRS990/DepreciationDepletionGrp/TotalAmt04760
IRS990/Desc0SERVING THE MONROE LODGE AND ITS MEMBERS AND FOSTERING BROTHERHOOD AMONG ITS MEMBERS.
IRS990/DescribedInSection501c3Ind0false
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0true
IRS990/DonorAdvisedFundInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt00
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/ProgramServicesAmt02633
IRS990/FeesForServicesAccountingGrp/TotalAmt02633
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form1098CFiledInd0false
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form8899Filedind0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt010.00
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OfficerInd5X
IRS990/Form990PartVIISectionAGrp/OfficerInd6X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/PersonNm0WILSON COOK
IRS990/Form990PartVIISectionAGrp/PersonNm1ROY MCDUFFIE
IRS990/Form990PartVIISectionAGrp/PersonNm2SCOTTY D ADAMS
IRS990/Form990PartVIISectionAGrp/PersonNm3RICHARD D MAHONEY
IRS990/Form990PartVIISectionAGrp/PersonNm4RICHARD L JAMES
IRS990/Form990PartVIISectionAGrp/PersonNm5MARVIN E LORD
IRS990/Form990PartVIISectionAGrp/PersonNm6J KEITH GATES
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt012000
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/TitleTxt0SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt1TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt2WISE MASTER
IRS990/Form990PartVIISectionAGrp/TitleTxt3VENERABLE MA
IRS990/Form990PartVIISectionAGrp/TitleTxt4COMMANDER
IRS990/Form990PartVIISectionAGrp/TitleTxt5MASTER OF KA
IRS990/Form990PartVIISectionAGrp/TitleTxt6PERSONAL REP
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr01992
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/FundraisingDirectExpensesAmt02681
IRS990/FundraisingGrossIncomeAmt03881
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt00
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt068880
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0true
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InsuranceGrp/ProgramServicesAmt02550
IRS990/InsuranceGrp/TotalAmt02550
IRS990/InvestmentIncomeGrp/ExclusionAmt018775
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt018775
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0290959
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0256506
IRS990/IRPDocumentCnt01
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0107221
IRS990/LandBldgEquipBasisNetGrp/BOYAmt014506
IRS990/LandBldgEquipBasisNetGrp/EOYAmt09746
IRS990/LandBldgEquipCostOrOtherBssAmt0116967
IRS990/LegalDomicileStateCd0LA
IRS990/LoanOutstandingInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0FRATERNITY WITH A PHILANTHROPIC MISSION.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt0345448
IRS990/NetAssetsOrFundBalancesEOYAmt0303930
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt01200
IRS990/NetUnrlzdGainsLossesInvstAmt0-41993
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/ProgramServicesAmt07382
IRS990/OccupancyGrp/TotalAmt07382
IRS990/OfficeExpensesGrp/ProgramServicesAmt09726
IRS990/OfficeExpensesGrp/TotalAmt09726
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OtherExpensesGrp/Desc0MISC MEMBERSHIP EXPENSES
IRS990/OtherExpensesGrp/Desc1TRESTLEBOARD
IRS990/OtherExpensesGrp/Desc2MISCELLANEOUS
IRS990/OtherExpensesGrp/ProgramServicesAmt01458
IRS990/OtherExpensesGrp/ProgramServicesAmt11374
IRS990/OtherExpensesGrp/ProgramServicesAmt2125
IRS990/OtherExpensesGrp/TotalAmt01458
IRS990/OtherExpensesGrp/TotalAmt11374
IRS990/OtherExpensesGrp/TotalAmt2125
IRS990/OtherLiabilitiesGrp/BOYAmt023808
IRS990/OtherLiabilitiesGrp/EOYAmt026513
IRS990/OtherRevenueMiscGrp/Desc0OTHER REVENUE
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt06874
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt06874
IRS990/OtherRevenueTotalAmt06874
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt012000
IRS990/OtherSalariesAndWagesGrp/TotalAmt012000
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/ProgramServicesAmt023093
IRS990/PaymentsToAffiliatesGrp/TotalAmt023093
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt025
IRS990/PayrollTaxesGrp/TotalAmt025
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0J KEITH GATES
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/Desc0DUES AND PETITIONS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt036235
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt036235
IRS990/ProgSrvcAccomActyOtherGrp/Desc0SERVING THE MONROE LODGE AND ITS MEMBERS AND FOSTERING BROTHERHOOD AMONG ITS MEMBERS.
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt09623
IRS990/PYInvestmentIncomeAmt015549
IRS990/PYOtherExpensesAmt058685
IRS990/PYOtherRevenueAmt013931
IRS990/PYProgramServiceRevenueAmt043493
IRS990/PYRevenuesLessExpensesAmt011859
IRS990/PYSalariesCompEmpBnftPaidAmt012052
IRS990/PYTotalExpensesAmt070737
IRS990/PYTotalRevenueAmt082596
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0475
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0345448
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0303930
IRS990/SavingsAndTempCashInvstGrp/BOYAmt011790
IRS990/SavingsAndTempCashInvstGrp/EOYAmt011082
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/EquipmentGrp/DepreciationAmt072246
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt072246
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt09746
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt034975
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt044721
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt026513
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0PREPAID DUES
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 2015 AND BEYOND REMAIN SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE D, PAGE 3, PART X
IRS990ScheduleD/TotalBookValueLandBuildingsAmt09746
IRS990ScheduleD/TotalLiabilityAmt026513
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE RETURN WAS ORIGINALLY FILED BY THE SECRETARY AS A 990-N POSTCARD WITHOUT REALIZING THE 990-N FILING REQUIREMENTS WERE NOT MET DUE TO THE THREE-YEAR GROSS RECEIPTS TEST. THE RETURN IS BEING AMENDED TO REPOST ON THE PROPER TAX FORMS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1SERVING THE MONROE LODGE AND ITS MEMBERS AND FOSTERING BROTHERHOOD AMONG ITS MEMBERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE EXECUTIVE BOARD REVIEWS THE FORM 990 BEFORE SIGNING THE RETURN.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE ORGANIZATION HAS A POLICY IN PLACE TO REGULARLY AND CONSISTENTLY MONITOR AND ENFORCE THE COMPLIANCE OF ITS CONFLICT OF INTEREST POLICY,
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE ORGANIZATION HAS A PROCESS IN PLACE TO DETERMINE THE COMPENSATION OF APPLICABLE PERSONS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE ORGANIZATION HAS A PROCESS IN PLACE TO DETERMINE THE COMPENSATION OF APPLICABLE PERSONS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6THE ORGANIZATION MAKES THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 1, ITEM B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 2, PART III, LINE 4D
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PAGE 6, PART VI, LINE 15B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PAGE 6, PART VI, LINE 19
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0369256
IRS990/TotalAssetsEOYAmt0330443
IRS990/TotalAssetsGrp/BOYAmt0369256
IRS990/TotalAssetsGrp/EOYAmt0330443
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt03115
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt012025
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt053699
IRS990/TotalFunctionalExpensesGrp/TotalAmt065724
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt023808
IRS990/TotalLiabilitiesEOYAmt026513
IRS990/TotalLiabilitiesGrp/BOYAmt023808
IRS990/TotalLiabilitiesGrp/EOYAmt026513
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0345448
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0303930
IRS990/TotalProgramServiceRevenueAmt036235
IRS990/TotalReportableCompFromOrgAmt012000
IRS990/TotalRevenueGrp/ExclusionAmt018775
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt043109
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt066199
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0369256
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0330443
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt00
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0WWW.MONROESCOTTISHRITE.ORG
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02022-01-07 14:23:13Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0J KEITH GATES
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PERSONAL REPRESENT.
ReturnHeader/BusinessOfficerGrp/PhoneNum03183436388
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-03-07
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/AtSubmissionFilingDeviceId0CEB7C15DA985EB8CFF337A89BC21E355BA532E35
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt075.147.168.37
ReturnHeader/FilingSecurityInformation/IPDt02020-12-01
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CS
ReturnHeader/FilingSecurityInformation/IPTm015:04:32
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/PreparationDt02020-11-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SUSAN R HARWOOD CPA
ReturnHeader/ReturnTs02020-12-01T15:04:32-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$330,443
Liabilities
$26,513
Net assets
$303,930
Revenue
$66,199
Expenses
$65,724
Net income
$475
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