Civic Intelligence

Ancient Free & Accepted Free Masons of 545 Owasso

990 • Fiscal year 2017 • EIN 23-7164119

Jan 01, 2017 to Dec 31, 2017 • Filed on May 11, 2018

PO Box 182Owasso, OK 74055-0182

(918) 273-1377

Siviq Scores

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

Liabilities / Assets

65th percentile

0.00x

Higher debt load relative to assets than 65% of similar nonprofits.

2017 filings • 501(c)10 • $500k-$1M nonprofits • Source year 2017

Liabilities / Revenue

61st percentile

0.01x

Higher debt load relative to revenue than 61% of similar nonprofits.

2017 filings • 501(c)10 • $500k-$1M nonprofits • Source year 2017

Net Margin

94th percentile

75%

Higher net margin than 94% of similar nonprofits.

2017 filings • 501(c)10 • $500k-$1M nonprofits • Source year 2017

Top Officer Pay

62nd percentile

$0

Higher top officer pay than 62% of similar nonprofits.

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

2017 filings • 501(c)10 • $500k-$1M nonprofits • Source year 2017

Asset Growth

97th percentile

28%

Faster asset growth than 97% of similar nonprofits.

2017 filings • 501(c)10 • $500k-$1M nonprofits • Annualized from 2016 to 2017

Revenue Growth

95th percentile

209%

Faster revenue growth than 95% of similar nonprofits.

2017 filings • 501(c)10 • $500k-$1M nonprofits • Annualized from 2016 to 2017

Assets

Up

$649,430

Up $143,567 (+28%) from 2016

Net Assets

Up

$648,040

Up $142,877 (+28%) from 2016

Liabilities

Up

$1,390

Up $690 (+99%) from 2016

Revenue

Up

$190,071

Up $128,512 (+209%) from 2016

Expenses

Down

$47,194

Down $2,680 (-5.4%) from 2016

Net Income

Up

$142,877

Up $131,192 (+1123%) from 2016

Historical Trend

Balance Sheet Trend

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

$800K$600K$400K$200K$0Assets 2011: $510,817Liabilities 2011: $0Net Assets 2011: $510,8172011Assets 2012: $524,784Liabilities 2012: $645Net Assets 2012: $524,1392012Assets 2013: $507,912Liabilities 2013: $200Net Assets 2013: $507,7122013Assets 2014: $499,304Liabilities 2014: $660Net Assets 2014: $498,6442014Assets 2015: $495,478Liabilities 2015: $2,000Net Assets 2015: $493,4782015Assets 2016: $505,863Liabilities 2016: $700Net Assets 2016: $505,1632016Assets 2017: $649,430Liabilities 2017: $1,390Net Assets 2017: $648,0402017Assets 2018: $619,071Liabilities 2018: $0Net Assets 2018: $619,0712018Assets 2019: $624,003Liabilities 2019: $528Net Assets 2019: $623,4752019Assets 2020: $696,059Liabilities 2020: $1,188Net Assets 2020: $694,8712020Assets 2021: $608,109Liabilities 2021: $1,614Net Assets 2021: $606,4952021Assets 2022: $629,248Liabilities 2022: $2,538Net Assets 2022: $626,7102022Assets 2023: $633,893Liabilities 2023: $188Net Assets 2023: $633,7052023Assets 2024: $649,705Liabilities 2024: $188Net Assets 2024: $649,5172024

Highlighted filing

2017

Assets$649,430
Liabilities$1,390
Net Assets$648,040

Operations Trend

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

$200K$100K$0-$100KExpenses 2011: $42,7652011Expenses 2012: $56,2522012Revenue 2013: $38,984Expenses 2013: $55,411Net Income 2013: -$16,4272013Revenue 2014: $57,828Expenses 2014: $51,483Net Income 2014: $6,3452014Revenue 2015: $37,745Expenses 2015: $42,911Net Income 2015: -$5,1662015Revenue 2016: $61,559Expenses 2016: $49,874Net Income 2016: $11,6852016Revenue 2017: $190,071Expenses 2017: $47,194Net Income 2017: $142,8772017Revenue 2018: $58,404Expenses 2018: $62,555Net Income 2018: -$4,1512018Revenue 2019: $57,748Expenses 2019: $53,344Net Income 2019: $4,4042019Revenue 2020: $55,961Expenses 2020: $40,210Net Income 2020: $15,7512020Revenue 2021: $65,312Expenses 2021: $46,915Net Income 2021: $18,3972021Revenue 2022: $48,902Expenses 2022: $52,634Net Income 2022: -$3,7322022Revenue 2023: $54,497Expenses 2023: $47,502Net Income 2023: $6,9952023Revenue 2024: $73,762Expenses 2024: $57,950Net Income 2024: $15,8122024

Highlighted filing

2017

Revenue$190,071
Expenses$47,194
Net Income$142,877
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
May 11, 2018
Return Version
2017v2.3
Gross Receipts
$249,538
Mission and Program Overview

Mission

To maintain a local lodge for the ancient order of free masons.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$352,993$374,624▲ $21,631
Land, Buildings, and Equipment, Net$138,098$138,097▼ $1
Cash and Non-Interest-Bearing Accounts$14,022$135,959▲ $121,937
Total Assets$505,863$649,430▲ $143,567
Other Assets Total$750$750→ $0
Liabilities
Other Liabilities-$790-
Deferred Revenue$700$600▼ $100
Total Liabilities$700$1,390▲ $690
Net Assets / Fund Balance
Unrestricted Net Assets$505,163$648,040▲ $142,877
Total Net Assets Fund Balance$505,163$648,040▲ $142,877
Total Liabilities and Net Assets / Fund Balance$505,863$649,430▲ $143,567

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$105,000-$105,000
Equipment$33,097-$33,097
Compensation and Service Providers

Board Members and Trustees

Revenue and Support

Revenue Composition

Contributions and Grants
$25,682
Program Service Revenue
$4,668
Investment Income
$148,207
Other Revenue
$11,514
All Other Contributions
$2,489
Change in Net Assets
$142,877
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$46,494
Salaries, Compensation, and Employee Benefits$700
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Occupancy$9,568--$9,568
All Other Expenses$1,970--$1,970
Office Expenses-$1,377-$1,377
Other Expenses$1,210--$1,210
Payments to Affiliates$1,168--$1,168
Other Salaries and Wages-$700-$700
Fees for Services Accounting-$673-$673
Travel-$525-$525
Fees for Services Other-$419-$419
Fees for Services Legal-$300-$300
Advertising-$70-$70
Total Functional Expenses$43,130$4,064$0$47,194
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$8,296
Fundraising Direct Expenses$263
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
Long Term Liabilities$790
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
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
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
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 6

The organization is comprised of dues paying members with a vote to elect officers.

Form 990, Page 6, Part VI, Line 7A

The members of the organization elect the members of the governing body annually.

Form 990, Page 6, Part VI, Line 11B

The organization provides a copy of the irs from 990 prior to the due date to allow dues paying members and the general public the opportunity to review the documents.

Form 990, Page 6, Part VI, Line 19

The lodge books and records are available for inspection at the office during office hours.

Filing and Contact Details

Filer

Filer Name
Ancient Free & Accepted Free Masons
EIN
23-7164119
Phone
9182731377
Address
PO BOX 182, OWASSO, OK 74055-0182

Signing Officer

Name
James Roy Taylor Jr
Title
Treasurer
Signed
2018-05-11
Discuss with paid preparer
Yes

Organization Details

Principal Officer
James Roy Taylor Jr
Formed
1958
Legal Domicile
Ok
Voting Board Members
5
Independent Board Members
175
Employees
0
Volunteers
175

Preparer

Firm
Littleton Ruef & Associates Pc
Address
1515 W ROGERS BLVD, SKIATOOK, OK 74070-3924
Preparer
Jim W Littleton
Phone
9183963456
Supplemental Narrative

Additional Explanations

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

To maintain a local lodge for the ancient order of free masons.

Raw XML Appendix325 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
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IRS990/BooksInCareOfDetail/PersonNm0GEORGE WILLIAM RATLIFF
IRS990/BooksInCareOfDetail/PhoneNum09182731377
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt012412 E 83RD ST NORTH
IRS990/BooksInCareOfDetail/USAddress/CityNm0OWASSO
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OK
IRS990/BooksInCareOfDetail/USAddress/ZIPCd074055
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IRS990/Form990PartVIISectionAGrp/PersonNm2JUSTIN MITCHELL SPENCE
IRS990/Form990PartVIISectionAGrp/PersonNm3GEORGE WILLIAM RATLIFF
IRS990/Form990PartVIISectionAGrp/PersonNm4JAMES ROY TAYLOR JR
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
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IRS990/Form990PartVIISectionAGrp/TitleTxt0WORSHIPFUL M
IRS990/Form990PartVIISectionAGrp/TitleTxt1SENIOR WARDE
IRS990/Form990PartVIISectionAGrp/TitleTxt2JUNIOR WARDE
IRS990/Form990PartVIISectionAGrp/TitleTxt3SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt4TREASURER
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IRS990/FormationYr01958
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IRS990/FundraisingDirectExpensesAmt0263
IRS990/FundraisingGrossIncomeAmt08296
IRS990/GainOrLossGrp/OtherAmt0121101
IRS990/GainOrLossGrp/SecuritiesAmt011979
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt05
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/OtherAmt0121101
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt071183
IRS990/GrossReceiptsAmt0249538
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
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IRS990/IndependentVotingMemberCnt0175
IRS990/IndoorTanningServicesInd0false
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IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt015127
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt015127
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0352993
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0374624
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0138098
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IRS990/LandBldgEquipCostOrOtherBssAmt0138097
IRS990/LegalDomicileStateCd0OK
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt059204
IRS990/LoanOutstandingInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembershipDuesAmt010693
IRS990/MembersOrStockholdersInd0true
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0TO MAINTAIN A LOCAL LODGE FOR THE ANCIENT ORDER OF FREE MASONS.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt0505163
IRS990/NetAssetsOrFundBalancesEOYAmt0648040
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0120000
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt013080
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0133080
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt08033
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/ProgramServicesAmt09568
IRS990/OccupancyGrp/TotalAmt09568
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt01377
IRS990/OfficeExpensesGrp/TotalAmt01377
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0750
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IRS990/OtherExpensesGrp/Desc0CONTRIBUTIONS TO CHARITIE
IRS990/OtherExpensesGrp/Desc1CONTRIBUTIONS TO INDIVIDU
IRS990/OtherExpensesGrp/Desc2DONATION-TEACHER OF TODAY
IRS990/OtherExpensesGrp/Desc3SUBSCRIPTIONS & DUES-OP
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IRS990/ProgramServiceRevenueGrp/Desc0DEGREE FEES-OPERATING
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IRS990/ProgramServiceRevenueGrp/Desc2OTHER TYPES OF INCOME-OPERATI
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0TO MAINTAIN A LOCAL LODGE FOR THE ANCIENT ORDER OF FREE MASONS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION IS COMPRISED OF DUES PAYING MEMBERS WITH A VOTE TO ELECT OFFICERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE MEMBERS OF THE ORGANIZATION ELECT THE MEMBERS OF THE GOVERNING BODY ANNUALLY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE ORGANIZATION PROVIDES A COPY OF THE IRS FROM 990 PRIOR TO THE DUE DATE TO ALLOW DUES PAYING MEMBERS AND THE GENERAL PUBLIC THE OPPORTUNITY TO REVIEW THE DOCUMENTS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE LODGE BOOKS AND RECORDS ARE AVAILABLE FOR INSPECTION AT THE OFFICE DURING OFFICE HOURS.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 2, PART III, LINE 4D
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 19
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IRS990/USAddress/ZIPCd074070
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IRS990/VotingMembersIndependentCnt0175
IRS990/WebsiteAddressTxt0OWASSOMASONS.COM
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JAMES ROY TAYLOR JR
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-05-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ANCIENT FREE & ACCEPTED FREE MASONS
ReturnHeader/Filer/BusinessNameControlTxt0ANCI
ReturnHeader/Filer/EIN0237164119
ReturnHeader/Filer/PhoneNum09182731377
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 182
ReturnHeader/Filer/USAddress/CityNm0OWASSO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OK
ReturnHeader/Filer/USAddress/ZIPCd0740550182
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId03537A0D4E35764ACC9B24CB7C3A47D36AC5797DC
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId03537A0D4E35764ACC9B24CB7C3A47D36AC5797DC
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt098.164.42.234
ReturnHeader/FilingSecurityInformation/IPDt02018-05-17
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm011:04:41
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0471312601
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0LITTLETON RUEF & ASSOCIATES PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01515 W ROGERS BLVD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SKIATOOK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0740703924
ReturnHeader/PreparerPersonGrp/PhoneNum09183963456
ReturnHeader/PreparerPersonGrp/PreparationDt02018-05-17
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JIM W LITTLETON
ReturnHeader/ReturnTs02018-05-17T11:04:41-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$6.50$0.00$6.50$0.74$0.58$0.16
2023Detailed filing. Detailed filing data is available for this year.$6.34$0.00$6.34$0.54$0.48$0.07
2022Detailed filing. Detailed filing data is available for this year.$6.29$0.03$6.27$0.49$0.53$0.04
2021Detailed filing. Detailed filing data is available for this year.$6.08$0.02$6.06$0.65$0.47$0.18
2020Detailed filing. Detailed filing data is available for this year.$6.96$0.01$6.95$0.56$0.40$0.16
2019Detailed filing. Detailed filing data is available for this year.$6.24$0.01$6.23$0.58$0.53$0.04
2018Detailed filing. Detailed filing data is available for this year.$6.19$0.00$6.19$0.58$0.63$0.04
2017Detailed filing. Detailed filing data is available for this year.$6.49$0.01$6.48$1.90$0.47$1.43
2016Detailed filing. Detailed filing data is available for this year.$5.06$0.01$5.05$0.62$0.50$0.12
2015Detailed filing. Detailed filing data is available for this year.$4.95$0.02$4.93$0.38$0.43$0.05
2014Detailed filing. Detailed filing data is available for this year.$4.99$0.01$4.99$0.58$0.51$0.06
2013Detailed filing. Detailed filing data is available for this year.$5.08$0.00$5.08$0.39$0.55$0.16
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.25$0.01$5.24$0.56
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.11$0.00$5.11$0.43