Civic Intelligence

Ancient Accepted Scottish Rite Of

990 • Fiscal year 2020 • EIN 25-0323605

Aug 01, 2019 to Jul 31, 2020 • Filed on Oct 28, 2020

Organization ProfileWWW.SCOTTISHRITENMJ.ORG
4701 Old Zuck RoadErie, PA 16506-4963

(814) 835-2262

Siviq Scores

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

Liabilities / Assets

66th percentile

0.01x

Higher debt load relative to assets than 66% of similar nonprofits.

2020 filings • 501(c)10 • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

66th percentile

0.08x

Higher debt load relative to revenue than 66% of similar nonprofits.

2020 filings • 501(c)10 • $1M-$5M nonprofits • Source year 2020

Net Margin

37th percentile

-3.7%

Higher net margin than 37% of similar nonprofits.

2020 filings • 501(c)10 • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

65th percentile

$5,400

Higher top officer pay than 65% of similar nonprofits.

Top officer pay equals 4.2% of source-year revenue.

2020 filings • 501(c)10 • $1M-$5M nonprofits • Source year 2020

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2020

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2020

Balance Sheet
Liabilities / Assets66th percentile

Assets

$1,562,529

No earlier filing loaded for comparison.

Net Assets

$1,552,120

No earlier filing loaded for comparison.

Liabilities

$10,409

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue66th percentileNet Margin37th percentile

Revenue

$129,066

No earlier filing loaded for comparison.

Expenses

$133,835

No earlier filing loaded for comparison.

Net Income

-$4,769

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$2.0M$1.5M$1.0M$500K$0Assets 2020: $1,562,529Liabilities 2020: $10,409Net Assets 2020: $1,552,1202020Assets 2021: $1,872,556Liabilities 2021: $5,649Net Assets 2021: $1,866,9072021Assets 2022: $1,604,933Liabilities 2022: $3,698Net Assets 2022: $1,601,2352022Assets 2025: $1,905,998Liabilities 2025: $8,529Net Assets 2025: $1,897,4692025

Highlighted filing

2020

Assets$1,562,529
Liabilities$10,409
Net Assets$1,552,120
Open 2020 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$150K$100K$50K$0-$50KRevenue 2020: $129,066Expenses 2020: $133,835Net Income 2020: -$4,7692020Revenue 2021: $105,452Expenses 2021: $103,131Net Income 2021: $2,3212021Revenue 2022: $131,085Expenses 2022: $125,176Net Income 2022: $5,9092022Revenue 2025: $112,010Expenses 2025: $105,836Net Income 2025: $6,1742025

Highlighted filing

2020

Revenue$129,066
Expenses$133,835
Net Income-$4,769
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Aug 1, 2019 to Jul 31, 2020
Signed
Oct 28, 2020
Return Version
2019v5.0
Gross Receipts
$129,066
Mission and Program Overview

Mission

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

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$1,491,986$1,493,899▲ $1,913
Cash and Non-Interest-Bearing Accounts$46,542$54,197▲ $7,655
Land, Buildings, and Equipment, Net$13,078$10,141▼ $2,937
Prepaid Expenses and Deferred Charges$3,903$3,767▼ $136
Inventories for Sale or Use$150$500▲ $350
Accounts Receivable-$25-
Total Assets$1,555,659$1,562,529▲ $6,870
Liabilities
Accounts Payable and Accrued Expenses$1,128$5,625▲ $4,497
Other Liabilities$5,326$4,784▼ $542
Total Liabilities$6,454$10,409▲ $3,955
Net Assets / Fund Balance
Net Assets With Donor Restrictions$1,513,730$1,514,895▲ $1,165
Net Assets Without Donor Restrictions$35,475$37,225▲ $1,750
Total Net Assets Fund Balance$1,549,205$1,552,120▲ $2,915
Total Liabilities and Net Assets / Fund Balance$1,555,659$1,562,529▲ $6,870

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$144,172-$144,172
Leasehold Improvements$-137,962$160,972$23,010
Buildings$3,931-$3,931

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2019$1,513,730$1,115▲ $55,069$46,367$1,514,895
2018$1,461,540$26,159▲ $77,693$43,088$1,513,730
2017$1,423,358$1,162▲ $118,104$72,667$1,461,540
2016$1,324,034-▲ $122,239$15,025$1,423,358
2015$1,353,209$762▲ $27,486$49,634$1,324,034
Compensation and Service Providers
Top Officer Pay65th percentile

Employees

NameTitleBaseTotal
Richard N FitzsimmonsSecretary$5,400$5,400

Board Members and Trustees

NameTitle
B Scott EatonTrustee
James H RichardsonTrustee
Michael a KoncewiczTrustee
R Perrin BakerTrustee
Robert D Gornall JrCIC
John H DaneriCommander-in
James I SharplessHospitaler
Christian R MuellerSp
Bernard D HanmoreThrice Poten
Paul J GornallTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$1,115
Program Service Revenue
$47,055
Investment Income
$47,335
Other Revenue
$33,561
All Other Contributions
$1,115
Change in Net Assets
$-4,769
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$103,564
Salaries, Compensation, and Employee Benefits$30,271
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Occupancy$34,708--$34,708
Other Salaries and Wages$30,271--$30,271
Payments to Affiliates$18,557--$18,557
Insurance$11,115--$11,115
Fees for Service Investment Mgmnt Fees$8,627--$8,627
Fees for Services Accounting$5,625--$5,625
Office Expenses$3,924--$3,924
Depreciation Depletion$2,939--$2,939
All Other Expenses$2,386--$2,386
Other Expenses$1,681--$1,681
Total Functional Expenses$133,835$0$0$133,835
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Accrued Expenses$2,392
Security Deposits$2,350
Payroll Taxes Accrued & Withheld$42
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
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 6

“The organization is currently comprised of members. Membership is maintained through the annual payment of dues.”

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

“Membership of the organization have the power to elect members of the governing body.”

Form 990, Page 6, Part VI, Line 10B

“Governing body retains all policies and procedures for all affiliated branches.”

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

“Governing body reviews form 990 before filing.”

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

“Governing body periodically reviews list of officers and considers any conflicts of interest.”

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

“Governing body approves compensation of key employees, governing individuals not compensated.”

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

“Governing body approves compensation of all other key employees.”

Form 990, Page 6, Part VI, Line 19

“Governing body provides all governing documents, conflict of interest policy, and financial statements to any individual who requests them.”

Filing and Contact Details

Filer

Filer Name
Ancient Accepted Scottish Rite of
EIN
25-0323605
Phone
8148352262
Address
4701 OLD ZUCK ROAD, ERIE, PA 16506-4963
Doing Business As
Valley of Erie-scottish Rite Bodies

Signing Officer

Name
Richard N Fitzsimmons
Title
Secretary
Phone
8148352262
Signed
2020-10-28
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Richard N Fitzsimmons
Formed
1888
Legal Domicile
Pa
Voting Board Members
11
Independent Board Members
0
Employees
3

Preparer

Firm
BRINK & ASSOCIATES CPA'S
Address
3025 PEACH ST, ERIE, PA 16508
Preparer
Edward L Brink Ii
Phone
8144569695
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S MISSION

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

Form 990, Part XI, Line 9

“Book / tax depreciation difference 1”

Financial Statement Notes

Schedule D, Page 2, Part IV, Line 2B

“The organization will hold the funds due to other non-profit organizations and make payments after receiving the majority of the contributions during the organization's heavy contribution periods.”

Raw XML AppendixShowing 400 of 414 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/AccountsPayableAccrExpnssGrp/BOYAmt01128
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt05625
IRS990/AccountsReceivableGrp/EOYAmt025
IRS990/AcctCompileOrReviewBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0STRENGTHEN THE MASONIC WAY OF LIFE BY IMPROVING THE INDIVIDUAL CHARACTER, LEADERSHIP AND SPIRIT OF ITS MEMBERS. INSPIRE MEN TO SUPPORT THE PRINCIPLES OF FREEMASONRY. PROMOTE FAMILY AND COMMUNITY VALUES. SERVE MANKIND THROUGH THE IMPACT OF EXTENSIVE CHARITABLE OUTREACH.
IRS990/AllOtherContributionsAmt01115
IRS990/AllOtherExpensesGrp/ProgramServicesAmt02386
IRS990/AllOtherExpensesGrp/TotalAmt02386
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/BooksInCareOfDetail/PersonNm0RICHARD FITZSIMMONS
IRS990/BooksInCareOfDetail/PhoneNum08148350432
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt04701 OLD ZUCK ROAD
IRS990/BooksInCareOfDetail/USAddress/AddressLine2Txt04701 OLD ZUCK ROAD
IRS990/BooksInCareOfDetail/USAddress/CityNm0ERIE
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0PA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd016506
IRS990/BusinessRlnWith35CtrlEntInd0false
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt046542
IRS990/CashNonInterestBearingGrp/EOYAmt054197
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0false
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0true
IRS990/CompensationProcessOtherInd0true
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0true
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt01115
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt047335
IRS990/CYOtherExpensesAmt0103564
IRS990/CYOtherRevenueAmt033561
IRS990/CYProgramServiceRevenueAmt047055
IRS990/CYRevenuesLessExpensesAmt0-4769
IRS990/CYSalariesCompEmpBnftPaidAmt030271
IRS990/CYTotalExpensesAmt0133835
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0129066
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/ProgramServicesAmt02939
IRS990/DepreciationDepletionGrp/TotalAmt02939
IRS990/Desc0ADVANCED THE PROMOTION OF FREEMASONRY IDEALS WITHIN NORTHWESTERN PENNSYLVANIA THROUGH VARIOUS COMMUNITY AND CHARITABLE EVENTS. MEMBERSHIP WAS INCREASED BY 12 AMBITIOUS MEMBERS TO ASSIST IN FURTHER SUPPORT OF THE PRINCIPLES OF FREEMASONRY.
IRS990/DescribedInSection501c3Ind0false
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0true
IRS990/DoingBusinessAsName/BusinessNameLine1Txt0VALLEY OF ERIE-SCOTTISH RITE BODIES
IRS990/DonorAdvisedFundInd0true
IRS990/DonorRestrictionNetAssetsGrp/BOYAmt01513730
IRS990/DonorRestrictionNetAssetsGrp/EOYAmt01514895
IRS990/DonorRstrOrQuasiEndowmentsInd0true
IRS990/ElectionOfBoardMembersInd0true
IRS990/EmployeeCnt03
IRS990/EmploymentTaxReturnsFiledInd0true
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/ProgramServicesAmt05625
IRS990/FeesForServicesAccountingGrp/TotalAmt05625
IRS990/FeesForSrvcInvstMgmntFeesGrp/ProgramServicesAmt08627
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt08627
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt010.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/PersonNm0R PERRIN BAKER
IRS990/Form990PartVIISectionAGrp/PersonNm1B SCOTT EATON
IRS990/Form990PartVIISectionAGrp/PersonNm2MICHAEL A KONCEWICZ
IRS990/Form990PartVIISectionAGrp/PersonNm3CHRISTIAN R MUELLER
IRS990/Form990PartVIISectionAGrp/PersonNm4JAMES H RICHARDSON
IRS990/Form990PartVIISectionAGrp/PersonNm5JAMES I SHARPLESS
IRS990/Form990PartVIISectionAGrp/PersonNm6JOHN H DANERI
IRS990/Form990PartVIISectionAGrp/PersonNm7RICHARD N FITZSIMMONS
IRS990/Form990PartVIISectionAGrp/PersonNm8PAUL J GORNALL
IRS990/Form990PartVIISectionAGrp/PersonNm9BERNARD D HANMORE
IRS990/Form990PartVIISectionAGrp/PersonNm10ROBERT D GORNALL JR
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt75400
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/TitleTxt0TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt1TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt2TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt3SP
IRS990/Form990PartVIISectionAGrp/TitleTxt4TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt5HOSPITALER
IRS990/Form990PartVIISectionAGrp/TitleTxt6COMMANDER-IN
IRS990/Form990PartVIISectionAGrp/TitleTxt7SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt8TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt9THRICE POTEN
IRS990/Form990PartVIISectionAGrp/TitleTxt10CIC
IRS990/Form990ProvidedToGvrnBodyInd0false
IRS990/FormationYr01888
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt011
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt0129066
IRS990/GrossRentsGrp/RealAmt032769
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InsuranceGrp/ProgramServicesAmt011115
IRS990/InsuranceGrp/TotalAmt011115
IRS990/InventoriesForSaleOrUseGrp/BOYAmt0150
IRS990/InventoriesForSaleOrUseGrp/EOYAmt0500
IRS990/InvestmentIncomeGrp/ExclusionAmt047335
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt047335
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsPubTradedSecGrp/BOYAmt01491986
IRS990/InvestmentsPubTradedSecGrp/EOYAmt01493899
IRS990/IRPDocumentCnt03
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0160972
IRS990/LandBldgEquipBasisNetGrp/BOYAmt013078
IRS990/LandBldgEquipBasisNetGrp/EOYAmt010141
IRS990/LandBldgEquipCostOrOtherBssAmt0171113
IRS990/LegalDomicileStateCd0PA
IRS990/LoanOutstandingInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0true
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0STRENGTHEN THE MASONIC WAY OF LIFE BY IMPROVING THE INDIVIDUAL CHARACTER, LEADERSHIP AND SPIRIT OF ITS MEMBERS. INSPIRE MEN TO SUPPORT THE PRINCIPLES OF FREEMASONRY. PROMOTE FAMILY AND COMMUNITY VALUES. SERVE MANKIND THROUGH THE IMPACT OF EXTENSIVE CHARITABLE OUTREACH.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt01549205
IRS990/NetAssetsOrFundBalancesEOYAmt01552120
IRS990/NetRentalIncomeOrLossGrp/ExclusionAmt032769
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt032769
IRS990/NetUnrlzdGainsLossesInvstAmt07683
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt035475
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt037225
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/ProgramServicesAmt034708
IRS990/OccupancyGrp/TotalAmt034708
IRS990/OfficeExpensesGrp/ProgramServicesAmt03924
IRS990/OfficeExpensesGrp/TotalAmt03924
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt01
IRS990/OtherExpensesGrp/Desc0OUTSIDE SERVICES
IRS990/OtherExpensesGrp/Desc1MEMBERSHIP DEVELOPMENT
IRS990/OtherExpensesGrp/Desc2TELEPHONE & INTERNET
IRS990/OtherExpensesGrp/Desc3VALLEY EXPENSE
IRS990/OtherExpensesGrp/ProgramServicesAmt08376
IRS990/OtherExpensesGrp/ProgramServicesAmt13203
IRS990/OtherExpensesGrp/ProgramServicesAmt22423
IRS990/OtherExpensesGrp/ProgramServicesAmt31681
IRS990/OtherExpensesGrp/TotalAmt08376
IRS990/OtherExpensesGrp/TotalAmt13203
IRS990/OtherExpensesGrp/TotalAmt22423
IRS990/OtherExpensesGrp/TotalAmt31681
IRS990/OtherLiabilitiesGrp/BOYAmt05326
IRS990/OtherLiabilitiesGrp/EOYAmt04784
IRS990/OtherRevenueMiscGrp/Desc0MISCELLANEOUS
IRS990/OtherRevenueMiscGrp/ExclusionAmt0792
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0792
IRS990/OtherRevenueTotalAmt0792
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt030271
IRS990/OtherSalariesAndWagesGrp/TotalAmt030271
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/ProgramServicesAmt018557
IRS990/PaymentsToAffiliatesGrp/TotalAmt018557
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt03903
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt03767
IRS990/PrincipalOfficerNm0RICHARD N FITZSIMMONS
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/Desc0MEMBERSHIP DUES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt047055
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt047055
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt031865
IRS990/PYInvestmentIncomeAmt055815
IRS990/PYOtherExpensesAmt0112911
IRS990/PYOtherRevenueAmt046807
IRS990/PYProgramServiceRevenueAmt075173
IRS990/PYRevenuesLessExpensesAmt051831
IRS990/PYSalariesCompEmpBnftPaidAmt044918
IRS990/PYTotalExpensesAmt0157829
IRS990/PYTotalRevenueAmt0209660
IRS990/ReconcilationRevenueExpnssAmt0-4769
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RentalIncomeOrLossGrp/RealAmt032769
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/AgentTrusteeEtcInd0false
IRS990ScheduleD/BuildingsGrp/BookValueAmt03931
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt03931
IRS990ScheduleD/CYEndwmtFundGrp/AdministrativeExpensesAmt08652
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt01513730
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt01115
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt01514895
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt055069
IRS990ScheduleD/CYEndwmtFundGrp/OtherExpendituresAmt046367
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/AdministrativeExpensesAmt08574
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt01461540
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt026159
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt01513730
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt077693
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/OtherExpendituresAmt043088
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/AdministrativeExpensesAmt08417
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt01423358
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt01162
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt01461540
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0118104
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/OtherExpendituresAmt072667
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/AdministrativeExpensesAmt07890
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt01324034
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt01423358
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0122239
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/OtherExpendituresAmt015025
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/AdministrativeExpensesAmt07789
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt01353209
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt0762
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt01324034
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt027486
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/OtherExpendituresAmt049634
IRS990ScheduleD/DisclosedForCharitablePrpsInd0false
IRS990ScheduleD/DisclosedOrgLegCtrlInd0false
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd0false
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd0false
IRS990ScheduleD/EquipmentGrp/BookValueAmt0144172
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0144172
IRS990ScheduleD/ExplanationProvidedInd0X
IRS990ScheduleD/InclEscrowCustodialAcctLiabInd0true
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt0-137962
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt0160972
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt023010
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt02392
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt12350
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt242
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0ACCRUED EXPENSES
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1SECURITY DEPOSITS
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc2PAYROLL TAXES ACCRUED & WITHHELD
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct00.01340
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION WILL HOLD THE FUNDS DUE TO OTHER NON-PROFIT ORGANIZATIONS AND MAKE PAYMENTS AFTER RECEIVING THE MAJORITY OF THE CONTRIBUTIONS DURING THE ORGANIZATION'S HEAVY CONTRIBUTION PERIODS.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE D, PAGE 2, PART IV, LINE 2B
IRS990ScheduleD/TermEndowmentBalanceEOYPct00.98660
IRS990ScheduleD/TotalBookValueLandBuildingsAmt010141
IRS990ScheduleD/TotalLiabilityAmt04784
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0STRENGTHEN THE MASONIC WAY OF LIFE BY IMPROVING THE INDIVIDUAL CHARACTER, LEADERSHIP AND SPIRIT OF ITS MEMBERS. INSPIRE MEN TO SUPPORT THE PRINCIPLES OF FREEMASONRY. PROMOTE FAMILY AND COMMUNITY VALUES. SERVE MANKIND THROUGH THE IMPACT OF EXTENSIVE CHARITABLE OUTREACH.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION IS CURRENTLY COMPRISED OF MEMBERS. MEMBERSHIP IS MAINTAINED THROUGH THE ANNUAL PAYMENT OF DUES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2MEMBERSHIP OF THE ORGANIZATION HAVE THE POWER TO ELECT MEMBERS OF THE GOVERNING BODY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3GOVERNING BODY RETAINS ALL POLICIES AND PROCEDURES FOR ALL AFFILIATED BRANCHES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4GOVERNING BODY REVIEWS FORM 990 BEFORE FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5GOVERNING BODY PERIODICALLY REVIEWS LIST OF OFFICERS AND CONSIDERS ANY CONFLICTS OF INTEREST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6GOVERNING BODY APPROVES COMPENSATION OF KEY EMPLOYEES, GOVERNING INDIVIDUALS NOT COMPENSATED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7GOVERNING BODY APPROVES COMPENSATION OF ALL OTHER KEY EMPLOYEES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8GOVERNING BODY PROVIDES ALL GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS TO ANY INDIVIDUAL WHO REQUESTS THEM.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9BOOK / TAX DEPRECIATION DIFFERENCE 1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990 - ORGANIZATION'S MISSION
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 10B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PAGE 6, PART VI, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7FORM 990, PAGE 6, PART VI, LINE 15B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9FORM 990, PART XI, LINE 9
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt01555659
IRS990/TotalAssetsEOYAmt01562529
IRS990/TotalAssetsGrp/BOYAmt01555659
IRS990/TotalAssetsGrp/EOYAmt01562529
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt01115
IRS990/TotalEmployeeCnt03
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0133835
IRS990/TotalFunctionalExpensesGrp/TotalAmt0133835
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt06454
IRS990/TotalLiabilitiesEOYAmt010409
IRS990/TotalLiabilitiesGrp/BOYAmt06454
IRS990/TotalLiabilitiesGrp/EOYAmt010409
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01549205
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01552120
IRS990/TotalProgramServiceRevenueAmt047055
IRS990/TotalReportableCompFromOrgAmt05400
IRS990/TotalRevenueGrp/ExclusionAmt080896
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt047055
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0129066
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01555659
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01562529
IRS990/TypeOfOrganizationAssocInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt01434 EAST 34TH STREET
IRS990/USAddress/CityNm0ERIE
IRS990/USAddress/StateAbbreviationCd0PA
IRS990/USAddress/ZIPCd016504
IRS990/VotingMembersGoverningBodyCnt011
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0WWW.SCOTTISHRITENMJ.ORG
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02021-04-22 16:20:28Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0RICHARD N FITZSIMMONS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SECRETARY
ReturnHeader/BusinessOfficerGrp/PhoneNum08148352262
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-10-28
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ANCIENT ACCEPTED SCOTTISH RITE OF
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FREEMASONRY NMJ
ReturnHeader/Filer/BusinessNameControlTxt0ANCI
ReturnHeader/Filer/EIN0250323605
ReturnHeader/Filer/PhoneNum08148352262
ReturnHeader/Filer/USAddress/AddressLine1Txt04701 OLD ZUCK ROAD
ReturnHeader/Filer/USAddress/CityNm0ERIE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd0165064963
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId02DDE2C0CBAB58AB4402D11C6340EC7036C182A54
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId00EBC6DFDB3A8056F5C6EE5710FD4278E348D700C
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0174.100.14.209
ReturnHeader/FilingSecurityInformation/IPDt02020-10-30
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm005:39:06
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0251672214

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,562,529
Liabilities
$10,409
Net assets
$1,552,120
Revenue
$129,066
Expenses
$133,835
Net income
-$4,769
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.91$0.01$1.90$0.11$0.11$0.01
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.60$0.00$1.60$0.13$0.13$0.01
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.87$0.01$1.87$0.11$0.10$0.00
2020Detailed filing. Detailed filing data is available for this year.$1.56$0.01$1.55$0.13$0.13$0.00