Civic Intelligence

Ancient Accepted Scottish Rite Of

990 • Fiscal year 2021 • EIN 25-0323605

Aug 01, 2020 to Jul 31, 2021 • Filed on Oct 28, 2021

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

63rd percentile

0.00x

Higher debt load relative to assets than 63% of similar nonprofits.

2021 filings • 501(c)10 • $1M-$5M nonprofits • Source year 2021

Liabilities / Revenue

66th percentile

0.05x

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

2021 filings • 501(c)10 • $1M-$5M nonprofits • Source year 2021

Net Margin

24th percentile

2.2%

Higher net margin than 24% of similar nonprofits.

2021 filings • 501(c)10 • $1M-$5M nonprofits • Source year 2021

Top Officer Pay

64th percentile

$4,950

Higher top officer pay than 64% of similar nonprofits.

Top officer pay equals 4.7% of source-year revenue.

2021 filings • 501(c)10 • $1M-$5M nonprofits • Source year 2021

Asset Growth

82nd percentile

20%

Faster asset growth than 82% of similar nonprofits.

2021 filings • 501(c)10 • $1M-$5M nonprofits • Annualized from 2020 to 2021

Revenue Growth

18th percentile

-18%

Faster revenue growth than 18% of similar nonprofits.

2021 filings • 501(c)10 • $1M-$5M nonprofits • Annualized from 2020 to 2021

Assets

Up

$1,872,556

Up $310,027 (+20%) from 2020

Net Assets

Up

$1,866,907

Up $314,787 (+20%) from 2020

Liabilities

Down

$5,649

Down $4,760 (-46%) from 2020

Revenue

Down

$105,452

Down $23,614 (-18%) from 2020

Expenses

Down

$103,131

Down $30,704 (-23%) from 2020

Net Income

Up

$2,321

Up $7,090 (+149%) from 2020

Historical Trend

Balance Sheet Trend

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

2021

Assets$1,872,556
Liabilities$5,649
Net Assets$1,866,907

Operations Trend

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

2021

Revenue$105,452
Expenses$103,131
Net Income$2,321
Jump To
Filing Snapshot
Filing Period
Aug 1, 2020 to Jul 31, 2021
Signed
Oct 28, 2021
Return Version
2020v4.0
Gross Receipts
$105,452
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$1,493,899$1,783,961▲ $290,062
Cash and Non-Interest-Bearing Accounts$54,197$76,197▲ $22,000
Land, Buildings, and Equipment, Net$10,141$7,987▼ $2,154
Prepaid Expenses and Deferred Charges$3,767$3,911▲ $144
Inventories for Sale or Use$500$500→ $0
Accounts Receivable$25--
Total Assets$1,562,529$1,872,556▲ $310,027
Liabilities
Other Liabilities$4,784$4,169▼ $615
Accounts Payable and Accrued Expenses$5,625$1,480▼ $4,145
Total Liabilities$10,409$5,649▼ $4,760
Net Assets / Fund Balance
Net Assets With Donor Restrictions$1,514,895$1,805,471▲ $290,576
Net Assets Without Donor Restrictions$37,225$61,436▲ $24,211
Total Net Assets Fund Balance$1,552,120$1,866,907▲ $314,787
Total Liabilities and Net Assets / Fund Balance$1,562,529$1,872,556▲ $310,027

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$144,172-$144,172
Leasehold Improvements$-140,116$163,126$23,010
Buildings$3,931-$3,931

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2020$1,514,895$4,077▲ $351,224$55,232$1,805,471
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
Compensation and Service Providers

Employees

NameTitleBaseTotal
Richard N FitzsimmonsSecretary$4,950$4,950

Board Members and Trustees

Revenue and Support

Revenue Composition

Contributions and Grants
$2,070
Program Service Revenue
$46,082
Investment Income
$38,758
Other Revenue
$18,542
All Other Contributions
$2,070
Change in Net Assets
$2,321
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$74,797
Salaries, Compensation, and Employee Benefits$28,334
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Occupancy$30,701--$30,701
Other Salaries and Wages$28,334--$28,334
Fees for Service Investment Mgmnt Fees$9,493--$9,493
Fees for Services Accounting$5,945--$5,945
Office Expenses$5,002--$5,002
Payments to Affiliates$2,708--$2,708
Insurance$2,433--$2,433
Depreciation Depletion$2,152--$2,152
All Other Expenses$1,746--$1,746
Travel$1,468--$1,468
Other Expenses$1,208--$1,208
Total Functional Expenses$103,131$0$0$103,131
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
Security Deposits$2,150
Accrued Expenses$1,897
Payroll Taxes Accrued & Withheld$109
Funds Payable$13
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
Paul J Gornall
Title
Treasurer
Phone
8148352262
Signed
2021-10-28
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Paul J Gornall
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.

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IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt01514895
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt04077
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt01805471
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0351224
IRS990ScheduleD/CYEndwmtFundGrp/OtherExpendituresAmt055232
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/AdministrativeExpensesAmt08652
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt01513730
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt01115
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt01514895
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt055069
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/OtherExpendituresAmt046367
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/AdministrativeExpensesAmt08574
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt01461540
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt026159
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt01513730
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt077693
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/OtherExpendituresAmt043088
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/AdministrativeExpensesAmt08417
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt01423358
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt01162
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt01461540
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0118104
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/OtherExpendituresAmt072667
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/AdministrativeExpensesAmt07890
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt01324034
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt01423358
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0122239
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/OtherExpendituresAmt015025
IRS990ScheduleD/DisclosedForCharitablePrpsInd0false
IRS990ScheduleD/DisclosedOrgLegCtrlInd0false
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd0false
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd0false
IRS990ScheduleD/EquipmentGrp/BookValueAmt0144172
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0144172
IRS990ScheduleD/ExplanationProvidedInd0X
IRS990ScheduleD/InclEscrowCustodialAcctLiabInd0true
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt0-140116
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt0163126
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt023010
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt02150
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt11897
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt2109
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt313
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0SECURITY DEPOSITS
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1ACCRUED EXPENSES
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc2PAYROLL TAXES ACCRUED & WITHHELD
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc3FUNDS PAYABLE
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct00.01190
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/TermEndowmentBalanceEOYPct00.98810
IRS990ScheduleD/TotalBookValueLandBuildingsAmt07987
IRS990ScheduleD/TotalLiabilityAmt04169
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
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IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
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IRS990/TotalAssetsEOYAmt01872556
IRS990/TotalAssetsGrp/BOYAmt01562529
IRS990/TotalAssetsGrp/EOYAmt01872556
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt02070
IRS990/TotalEmployeeCnt03
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0103131
IRS990/TotalFunctionalExpensesGrp/TotalAmt0103131
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt010409
IRS990/TotalLiabilitiesEOYAmt05649
IRS990/TotalLiabilitiesGrp/BOYAmt010409
IRS990/TotalLiabilitiesGrp/EOYAmt05649
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01552120
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01866907
IRS990/TotalProgramServiceRevenueAmt046082
IRS990/TotalReportableCompFromOrgAmt04950
IRS990/TotalRevenueGrp/ExclusionAmt057300
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt046082
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0105452
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01562529
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01872556
IRS990/TravelGrp/ProgramServicesAmt01468
IRS990/TravelGrp/TotalAmt01468
IRS990/TypeOfOrganizationAssocInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt02625 WEST 6TH STREET
IRS990/USAddress/CityNm0ERIE
IRS990/USAddress/StateAbbreviationCd0PA
IRS990/USAddress/ZIPCd016505
IRS990/VotingMembersGoverningBodyCnt011
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0WWW.SCOTTISHRITENMJ.ORG
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0PAUL J GORNALL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum08148352262
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-10-28
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/PreparerFirmGrp/PreparerFirmEIN0251672214

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