Civic Intelligence

Ancient Accepted Scottish Rite of Freemasonry Nmj Valley of Bridgepor

EIN 23-7615953 • 501(c)10 • Stratford, CT

Profile

Strengthen the masonic way of life by improving the individual character, leadership and spirit of its members through relevant programs. Inspire men to support the principles of the freemasonry and promote family and community values. Serve mankind through the impact of extensive charibable outreach.

PO Box 309Stratford, CT 06614

www.scottishritenmj.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

73rd percentile

0.00x

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

501(c)10 • <$500k nonprofits • Source year 2025

Liabilities / Revenue

74th percentile

0.00x

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

501(c)10 • <$500k nonprofits • Source year 2025

Net Margin

45th percentile

0.5%

Higher net margin than 45% of similar nonprofits.

501(c)10 • <$500k nonprofits • Source year 2025

Top Officer Pay

85th percentile

$0

Higher top officer pay than 85% of similar nonprofits.

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

501(c)10 • <$500k nonprofits • Source year 2025

Asset Growth

72nd percentile

8.5%

Faster asset growth than 72% of similar nonprofits.

501(c)10 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

39th percentile

-8.3%

Faster revenue growth than 39% of similar nonprofits.

501(c)10 • <$500k nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets73rd percentile

Assets

Up

$326,491

Up $25,537 (+8.5%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Up

$326,491

Up $25,537 (+8.5%) from 2024

Operations
Liabilities / Revenue74th percentileNet Margin45th percentile

Revenue

Down

$18,898

Down $1,720 (-8.3%) from 2024

Expenses

Down

$18,809

Down $2,605 (-12%) from 2024

Net Income

Up

$89

Up $885 (+111%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth72nd percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$400K$300K$200K$100K$0Assets 2020: $271,324Liabilities 2020: $246Net Assets 2020: $271,0782020Assets 2021: $306,746Liabilities 2021: $0Net Assets 2021: $306,7462021Assets 2022: $274,542Liabilities 2022: $0Net Assets 2022: $274,5422022Assets 2023: $274,266Liabilities 2023: $0Net Assets 2023: $274,2662023Assets 2024: $300,954Liabilities 2024: $0Net Assets 2024: $300,9542024Assets 2025: $326,491Liabilities 2025: $0Net Assets 2025: $326,4912025

Highlighted filing

2025

Assets$326,491
Liabilities$0
Net Assets$326,491
Open 2025 Filing

Operations Trend

Revenue Growth39th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$60K$40K$20K$0-$20KRevenue 2020: $30,215Expenses 2020: $23,692Net Income 2020: $6,5232020Revenue 2021: $43,857Expenses 2021: $28,292Net Income 2021: $15,5652021Revenue 2022: $17,993Expenses 2022: $17,885Net Income 2022: $1082022Revenue 2023: $7,245Expenses 2023: $20,101Net Income 2023: -$12,8562023Revenue 2024: $20,618Expenses 2024: $21,414Net Income 2024: -$7962024Revenue 2025: $18,898Expenses 2025: $18,809Net Income 2025: $892025

Highlighted filing

2025

Revenue$18,898
Expenses$18,809
Net Income$89
Open 2025 Filing

Filings

Most recent year

2025 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$326,491
Liabilities
$0
Net assets
$326,491
Revenue
$18,898
Expenses
$18,809
Net income
$89
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.26$0.00$3.26$0.19$0.19$0.00
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.01$0.00$3.01$0.21$0.21$0.01
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.74$0.00$2.74$0.07$0.20$0.13
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.75$0.00$2.75$0.18$0.18$0.00
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.07$0.00$3.07$0.44$0.28$0.16
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.71$0.00$2.71$0.30$0.24$0.07
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Aug 1, 2024 to Jul 31, 2025
Signed
Nov 24, 2025
Return Version
2024v5.0
Gross Receipts
$21,493
Mission and Program Overview

Mission

Strengthen the masonic way of life by improving the individual character, leadership and spirit of its members through relevant programs. Inspire men to support the principles of the freemasonry and promote family and community values. Serve mankind through the impact of extensive charibable outreach.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$280,643$305,938▲ $25,295
Cash and Non-Interest-Bearing Accounts$20,305$20,547▲ $242
Prepaid Expenses and Deferred Charges$6$6→ $0
Total Assets$300,954$326,491▲ $25,537
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$300,954$326,491▲ $25,537
Total Net Assets Fund Balance$300,954$326,491▲ $25,537
Total Liabilities and Net Assets / Fund Balance$300,954$326,491▲ $25,537

Asset Categories

AssetBook ValueDepreciationBasis
Equipment-$2,443$2,443
Compensation and Service Providers
Top Officer Pay85th percentile

Board Members and Trustees

NameTitle
David PappTrustee
Christopher JenningsMst Wise Mst
Bruce BellmoreSecretary
Robert FurceTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$3,226
Program Service Revenue
$3,166
Investment Income
$12,506
Other Revenue
$0
All Other Contributions
$20
Change in Net Assets
$89
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$15,451
Grants and Similar Amounts Paid$3,358
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Payments to Affiliates---$9,142
Grants to Domestic Individuals---$3,358
Fees for Service Investment Mgmnt Fees---$2,663
Fees for Services Accounting---$1,300
Office Expenses---$800
Depreciation Depletion---$399
Insurance---$109
Occupancy---$63
Other Expenses---$2
Total Functional Expenses$0$0$0$18,809
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
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
Yes
Annual disclosure for covered persons
Yes
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
Yes
Management duties delegated
No

Governance Explanations

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

“Officers are elected by the members at the annual meeting.”

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

“Yes, at the annual meeting.”

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

“The organization sends form 990 to national headquarters.”

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

“The organization regularly monitors the policy at the board of directors meetings.”

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

“The compensation is determined by comparability data and the board of directors.”

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

“The compensation is determined by comparability data and the board of directors.”

Form 990, Page 6, Part VI, Line 19

“Financial statements are available to the public at the office of the organizations and on the irs website.”

Filing and Contact Details

Filer

Filer Name
Ancient Accepted Scottish Rite of
EIN
23-7615953
Phone
2033750064
Address
PO BOX 309, STRATFORD, CT 06614
Doing Business As
Pequonnock Chapter Rose Croix

Signing Officer

Name
Robert Furce
Title
Treasurer
Phone
2033750064
Signed
2025-11-24
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Christopher Jennings
Formed
1858
Legal Domicile
Ct
Voting Board Members
467
Independent Board Members
467
Employees
0

Preparer

Firm
Paul a Kostopoulos CPA
Address
2505 MAIN ST STE 230, STRATFORD, CT 06615
Preparer
Paul a Kostopoulos
Phone
2033780026
Supplemental Narrative

Additional Explanations

Form 990, Page 1, Item C

“Pequonnock chapter rose croix”

FORM 990 - ORGANIZATION'S MISSION

“Strengthen the masonic way of life by improving the individual character, leadership and spirit of its members through relevant programs. Inspire men to support the principles of the freemasonry and promote family and community values. Serve mankind through the impact of extensive charibable outreach.”

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

“Specific assistance to individuals in need.”

Form 990, Part XI

“Line 5 - unrealized gain on investments”

Raw XML Appendix291 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/TitleTxt3TRUSTEE
IRS990/Form990ProvidedToGvrnBodyInd0false
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IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt02595
IRS990/LoanOutstandingInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
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IRS990/MethodOfAccountingCashInd0X
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0PEQUONNOCK CHAPTER ROSE CROIX
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1STRENGTHEN THE MASONIC WAY OF LIFE BY IMPROVING THE INDIVIDUAL CHARACTER, LEADERSHIP AND SPIRIT OF ITS MEMBERS THROUGH RELEVANT PROGRAMS. INSPIRE MEN TO SUPPORT THE PRINCIPLES OF THE FREEMASONRY AND PROMOTE FAMILY AND COMMUNITY VALUES. SERVE MANKIND THROUGH THE IMPACT OF EXTENSIVE CHARIBABLE OUTREACH.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2SPECIFIC ASSISTANCE TO INDIVIDUALS IN NEED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3OFFICERS ARE ELECTED BY THE MEMBERS AT THE ANNUAL MEETING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4YES, AT THE ANNUAL MEETING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE ORGANIZATION SENDS FORM 990 TO NATIONAL HEADQUARTERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6THE ORGANIZATION REGULARLY MONITORS THE POLICY AT THE BOARD OF DIRECTORS MEETINGS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7THE COMPENSATION IS DETERMINED BY COMPARABILITY DATA AND THE BOARD OF DIRECTORS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8THE COMPENSATION IS DETERMINED BY COMPARABILITY DATA AND THE BOARD OF DIRECTORS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC AT THE OFFICE OF THE ORGANIZATIONS AND ON THE IRS WEBSITE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10LINE 5 - UNREALIZED GAIN ON INVESTMENTS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 1, ITEM C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990 - ORGANIZATION'S MISSION
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 2, PART III, LINE 4D
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 7B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7FORM 990, PAGE 6, PART VI, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8FORM 990, PAGE 6, PART VI, LINE 15B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10FORM 990, PART XI
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IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ROBERT FURCE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum02033750064
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-24
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ANCIENT ACCEPTED SCOTTISH RITE OF
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FREEMASONRY NMJ VALLEY OF BRIDGEPOR
ReturnHeader/Filer/BusinessNameControlTxt0ANCI
ReturnHeader/Filer/EIN0237615953
ReturnHeader/Filer/PhoneNum02033750064
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 309
ReturnHeader/Filer/USAddress/CityNm0STRATFORD
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CT
ReturnHeader/Filer/USAddress/ZIPCd006614
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0562355704
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PAUL A KOSTOPOULOS CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02505 MAIN ST STE 230
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0STRATFORD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd006615
ReturnHeader/PreparerPersonGrp/PhoneNum02033780026
ReturnHeader/PreparerPersonGrp/PreparationDt02025-11-24
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0PAUL A KOSTOPOULOS
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02025-11-24T11:59:08-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-08-01
ReturnHeader/TaxPeriodEndDt02025-07-31
ReturnHeader/TaxYr02024

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