Civic Intelligence

Ancient Accepted & Scottish Rite of Free Masonry So Juris USA

990 • Fiscal year 2019 • EIN 23-7144224

Jan 01, 2019 to Dec 31, 2019 • Filed on Feb 12, 2021

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

62nd percentile

0.00x

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

2019 filings • 501(c)10 • <$500k nonprofits • Source year 2019

Liabilities / Revenue

60th percentile

0.00x

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

2019 filings • 501(c)10 • <$500k nonprofits • Source year 2019

Net Margin

73rd percentile

19%

Higher net margin than 73% of similar nonprofits.

2019 filings • 501(c)10 • <$500k nonprofits • Source year 2019

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2019 filings • 501(c)10 • <$500k nonprofits • Source year 2019

Asset Growth

60th percentile

3.6%

Faster asset growth than 60% of similar nonprofits.

2019 filings • 501(c)10 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

75th percentile

18%

Faster revenue growth than 75% of similar nonprofits.

2019 filings • 501(c)10 • <$500k nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets62nd percentile

Assets

Up

$342,219

Up $11,776 (+3.6%) from 2018

Net Assets

Up

$342,219

Up $38,289 (+13%) from 2018

Liabilities

Down

$0

Down $26,513 (-100%) from 2018

Revenue And Expenses
Liabilities / Revenue60th percentileNet Margin73rd percentile

Revenue

Up

$78,265

Up $12,066 (+18%) from 2018

Expenses

Down

$63,625

Down $2,099 (-3.2%) from 2018

Net Income

Up

$14,640

Up $14,165 (+2982%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth60th 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

2019

Assets$342,219
Liabilities$0
Net Assets$342,219
Open 2019 Filing

Operations Trend

Revenue Growth75th 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

2019

Revenue$78,265
Expenses$63,625
Net Income$14,640
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Feb 12, 2021
Return Version
2019v5.0
Gross Receipts
$79,715
Mission and Program Overview

Mission

Fraternity with a philanthropic mission.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$303,930$342,219▲ $38,289
Investments in Publicly Traded Securities$256,506$265,063▲ $8,557
Savings and Temporary Cash Investments$11,082$37,918▲ $26,836
Accounts Receivable$27,561$27,335▼ $226
Cash and Non-Interest-Bearing Accounts$25,548$6,794▼ $18,754
Land, Buildings, and Equipment, Net$9,746$5,109▼ $4,637
Total Assets$330,443$342,219▲ $11,776
Liabilities
Other Liabilities$26,513--
Total Liabilities$26,513$0▼ $26,513
Net Assets / Fund Balance
Total Net Assets Fund Balance$303,930$342,219▲ $38,289
Total Liabilities and Net Assets / Fund Balance$330,443$342,219▲ $11,776

Asset Categories

AssetBook ValueDepreciationBasis
Equipment-$72,246$72,246
Other Land Buildings$5,109$39,612$44,721
Compensation and Service Providers
Top Officer Pay78th percentile

Board Members and Trustees

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

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$61,132
Investment Income
$11,898
Other Revenue
$5,235
Change in Net Assets
$14,640
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$47,725
Salaries, Compensation, and Employee Benefits$15,900
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages-$15,900-$15,900
Payments to Affiliates$12,482--$12,482
Occupancy$6,956--$6,956
Insurance$6,893--$6,893
Conferences and Meetings$6,674--$6,674
Office Expenses$5,238--$5,238
Depreciation Depletion$4,637--$4,637
Other Expenses$414--$414
Total Functional Expenses$47,725$15,900$0$63,625
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$1,450
Fundraising Gross Income$451
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
No
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, 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
2021-02-12
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 2, Part III, Line 4D

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

Raw XML Appendix306 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/AccountantCompileOrReviewInd0false
IRS990/AccountsReceivableGrp/BOYAmt027561
IRS990/AccountsReceivableGrp/EOYAmt027335
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0FRATERNITY WITH A PHILANTHROPIC MISSION.
IRS990/AnnualDisclosureCoveredPrsnInd0true
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/BusinessRlnWith35CtrlEntInd0false
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt025548
IRS990/CashNonInterestBearingGrp/EOYAmt06794
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0false
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0true
IRS990/CompensationProcessOtherInd0true
IRS990/ConferencesMeetingsGrp/ProgramServicesAmt06674
IRS990/ConferencesMeetingsGrp/TotalAmt06674
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt011898
IRS990/CYOtherExpensesAmt047725
IRS990/CYOtherRevenueAmt05235
IRS990/CYProgramServiceRevenueAmt061132
IRS990/CYRevenuesLessExpensesAmt014640
IRS990/CYSalariesCompEmpBnftPaidAmt015900
IRS990/CYTotalExpensesAmt063625
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt078265
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/ProgramServicesAmt04637
IRS990/DepreciationDepletionGrp/TotalAmt04637
IRS990/Desc0SERVING THE MONROE LODGE AND ITS MEMBERS AND FOSTERING BROTHERHOOD AMONG ITS MEMBERS.
IRS990/DescribedInSection501c3Ind0false
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0true
IRS990/DonorAdvisedFundInd0false
IRS990/DonorRstrOrQuasiEndowmentsInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt00
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form1098CFiledInd0false
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form8899Filedind0false
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/PersonNm0SCOTTY D ADAMS
IRS990/Form990PartVIISectionAGrp/PersonNm1WILSON COOK
IRS990/Form990PartVIISectionAGrp/PersonNm2J KEITH GATES
IRS990/Form990PartVIISectionAGrp/PersonNm3RICHARD L JAMES
IRS990/Form990PartVIISectionAGrp/PersonNm4MARVIN E LORD
IRS990/Form990PartVIISectionAGrp/PersonNm5RICHARD D MAHONEY
IRS990/Form990PartVIISectionAGrp/PersonNm6ROY MCDUFFIE
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
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/TitleTxt0WISE MASTER
IRS990/Form990PartVIISectionAGrp/TitleTxt1SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt2PERSONAL REP
IRS990/Form990PartVIISectionAGrp/TitleTxt3COMMANDER
IRS990/Form990PartVIISectionAGrp/TitleTxt4MASTER OF KA
IRS990/Form990PartVIISectionAGrp/TitleTxt5VENERABLE MA
IRS990/Form990PartVIISectionAGrp/TitleTxt6TREASURER
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr01992
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/FundraisingDirectExpensesAmt01450
IRS990/FundraisingGrossIncomeAmt0451
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt00
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt079715
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InsuranceGrp/ProgramServicesAmt06893
IRS990/InsuranceGrp/TotalAmt06893
IRS990/InvestmentIncomeGrp/ExclusionAmt011898
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt011898
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0256506
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0265063
IRS990/IRPDocumentCnt02
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0111858
IRS990/LandBldgEquipBasisNetGrp/BOYAmt09746
IRS990/LandBldgEquipBasisNetGrp/EOYAmt05109
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/NetAssetsOrFundBalancesBOYAmt0303930
IRS990/NetAssetsOrFundBalancesEOYAmt0342219
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt0-999
IRS990/NetUnrlzdGainsLossesInvstAmt023649
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/ProgramServicesAmt06956
IRS990/OccupancyGrp/TotalAmt06956
IRS990/OfficeExpensesGrp/ProgramServicesAmt05238
IRS990/OfficeExpensesGrp/TotalAmt05238
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherExpensesGrp/Desc0MISC MEMBERSHIP EXPENSES
IRS990/OtherExpensesGrp/Desc1TRESTLEBOARD
IRS990/OtherExpensesGrp/Desc2MISCELLANEOUS
IRS990/OtherExpensesGrp/ProgramServicesAmt03335
IRS990/OtherExpensesGrp/ProgramServicesAmt11096
IRS990/OtherExpensesGrp/ProgramServicesAmt2414
IRS990/OtherExpensesGrp/TotalAmt03335
IRS990/OtherExpensesGrp/TotalAmt11096
IRS990/OtherExpensesGrp/TotalAmt2414
IRS990/OtherLiabilitiesGrp/BOYAmt026513
IRS990/OtherRevenueMiscGrp/Desc0OTHER REVENUE
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt06234
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt06234
IRS990/OtherRevenueTotalAmt06234
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt015900
IRS990/OtherSalariesAndWagesGrp/TotalAmt015900
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/ProgramServicesAmt012482
IRS990/PaymentsToAffiliatesGrp/TotalAmt012482
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0J KEITH GATES
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/Desc0DUES AND PETITIONS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt061132
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt061132
IRS990/ProgSrvcAccomActyOtherGrp/Desc0SERVING THE MONROE LODGE AND ITS MEMBERS AND FOSTERING BROTHERHOOD AMONG ITS MEMBERS.
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt03115
IRS990/PYInvestmentIncomeAmt018775
IRS990/PYOtherExpensesAmt053699
IRS990/PYOtherRevenueAmt08074
IRS990/PYProgramServiceRevenueAmt036235
IRS990/PYRevenuesLessExpensesAmt0475
IRS990/PYSalariesCompEmpBnftPaidAmt012025
IRS990/PYTotalExpensesAmt065724
IRS990/PYTotalRevenueAmt066199
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt014640
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0303930
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0342219
IRS990/SavingsAndTempCashInvstGrp/BOYAmt011082
IRS990/SavingsAndTempCashInvstGrp/EOYAmt037918
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/EquipmentGrp/DepreciationAmt072246
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt072246
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt05109
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt039612
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt044721
IRS990ScheduleD/TotalBookValueLandBuildingsAmt05109
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/SpecialConditionDesc0LOUISIANA HURRICANE DELTA
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0330443
IRS990/TotalAssetsEOYAmt0342219
IRS990/TotalAssetsGrp/BOYAmt0330443
IRS990/TotalAssetsGrp/EOYAmt0342219
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt015900
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt047725
IRS990/TotalFunctionalExpensesGrp/TotalAmt063625
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt026513
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt026513
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0303930
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0342219
IRS990/TotalProgramServiceRevenueAmt061132
IRS990/TotalRevenueGrp/ExclusionAmt011898
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt067366
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt078265
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0330443
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0342219
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt00
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0WWW.MONROESCOTTISHRITE.ORG
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0J KEITH GATES
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PERSONAL REPRESENT.
ReturnHeader/BusinessOfficerGrp/PhoneNum03183436388
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-02-12
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/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/PreparationDt02021-02-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SUSAN R HARWOOD CPA
ReturnHeader/ReturnTs02021-02-12T15:03:26-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$342,219
Liabilities
$0
Net assets
$342,219
Revenue
$78,265
Expenses
$63,625
Net income
$14,640
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