Civic Intelligence

Ancient Accepted & Scottish Rite of Free Masonry So Juris USA

990 • Fiscal year 2021 • EIN 23-7144224

Jan 01, 2021 to Dec 31, 2021 • Filed on Nov 04, 2022

Organization ProfileWWW.MONROESCOTTISHRITE.ORG
201 Century Village BlvdMonroe, LA 71203

(318) 209-7221

Siviq Scores

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

Liabilities / Assets

66th percentile

0.00x

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

2021 filings • 501(c)10 • <$500k nonprofits • Source year 2021

Liabilities / Revenue

66th percentile

0.00x

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

2021 filings • 501(c)10 • <$500k nonprofits • Source year 2021

Net Margin

21st percentile

-17%

Higher net margin than 21% of similar nonprofits.

2021 filings • 501(c)10 • <$500k nonprofits • Source year 2021

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

2021 filings • 501(c)10 • <$500k nonprofits • Source year 2021

Asset Growth

49th percentile

2.2%

Faster asset growth than 49% of similar nonprofits.

2021 filings • 501(c)10 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

18th percentile

-27%

Faster revenue growth than 18% of similar nonprofits.

2021 filings • 501(c)10 • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets66th percentile

Assets

Up

$334,964

Up $7,267 (+2.2%) from 2020

Net Assets

Up

$334,964

Up $7,267 (+2.2%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue66th percentileNet Margin21st percentile

Revenue

Down

$44,518

Down $16,833 (-27%) from 2020

Expenses

Down

$52,234

Down $11,261 (-18%) from 2020

Net Income

Down

-$7,716

Down $5,572 (-260%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth49th 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

2021

Assets$334,964
Liabilities$0
Net Assets$334,964
Open 2021 Filing

Operations Trend

Revenue Growth18th 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

2021

Revenue$44,518
Expenses$52,234
Net Income-$7,716
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Nov 4, 2022
Return Version
2021v4.0
Gross Receipts
$64,518
Mission and Program Overview

Mission

Fraternity with a philanthropic mission.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$327,697$334,964▲ $7,267
Investments in Publicly Traded Securities$256,490$273,199▲ $16,709
Accounts Receivable$27,335$27,335→ $0
Savings and Temporary Cash Investments$29,234$20,882▼ $8,352
Cash and Non-Interest-Bearing Accounts$11,843$12,733▲ $890
Land, Buildings, and Equipment, Net$2,795$815▼ $1,980
Total Assets$327,697$334,964▲ $7,267
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$327,697$334,964▲ $7,267
Total Liabilities and Net Assets / Fund Balance$327,697$334,964▲ $7,267

Asset Categories

AssetBook ValueDepreciationBasis
Equipment-$72,246$72,246
Other Land Buildings$815$43,906$44,721
Compensation and Service Providers
Top Officer Pay81st percentile

Board Members and Trustees

NameTitle
Mark St JohnAsst. Treasu
J Keith GatesPersonal Rep
Wilson CookSecretary
M Cash MelvilleTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$35,307
Investment Income
$-5,312
Other Revenue
$14,523
Change in Net Assets
$-7,716
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$30,034
Salaries, Compensation, and Employee Benefits$22,200
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages-$22,200-$22,200
Office Expenses$9,929--$9,929
Occupancy$8,000--$8,000
Conferences and Meetings$3,846--$3,846
Payments to Affiliates$2,854--$2,854
Depreciation Depletion$1,980--$1,980
Other Expenses$784--$784
Insurance$714--$714
Total Functional Expenses$30,034$22,200$0$52,234
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$579
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
3182097221
Address
201 CENTURY VILLAGE BLVD, MONROE, LA 71203

Signing Officer

Name
J Keith Gates
Title
Personal Represent.
Phone
3183436388
Signed
2022-11-04
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 Appendix294 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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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
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ReturnHeader/BuildTS02022-09-23 18:48:47Z
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ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PERSONAL REPRESENT.
ReturnHeader/BusinessOfficerGrp/PhoneNum03183436388
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-11-04
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ANCIENT & ACCEPTED SCOTTISH RITE OF
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FREEMASONRY VALLEY OF MONROE
ReturnHeader/Filer/BusinessNameControlTxt0ANCI
ReturnHeader/Filer/EIN0237144224
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ReturnHeader/Filer/USAddress/StateAbbreviationCd0LA
ReturnHeader/Filer/USAddress/ZIPCd071203
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/PreparationDt02022-11-04
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SUSAN R HARWOOD CPA
ReturnHeader/ReturnTs02022-11-14T14:02:53-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0J KEITH
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0GATES
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

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Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$334,964
Liabilities
$0
Net assets
$334,964
Revenue
$44,518
Expenses
$52,234
Net income
-$7,716
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