Civic Intelligence

Ancient Accepted Scottish Rite Of

990 • Fiscal year 2022 • EIN 25-0323605

Aug 01, 2021 to Jul 31, 2022 • Filed on Oct 25, 2022

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

61st percentile

0.00x

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

2022 filings • 501(c)10 • $1M-$5M nonprofits • Source year 2022

Liabilities / Revenue

62nd percentile

0.03x

Higher debt load relative to revenue than 62% of similar nonprofits.

2022 filings • 501(c)10 • $1M-$5M nonprofits • Source year 2022

Net Margin

48th percentile

4.5%

Higher net margin than 48% of similar nonprofits.

2022 filings • 501(c)10 • $1M-$5M nonprofits • Source year 2022

Top Officer Pay

47th percentile

$0

Higher top officer pay than 47% of similar nonprofits.

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

2022 filings • 501(c)10 • $1M-$5M nonprofits • Source year 2022

Asset Growth

22nd percentile

-14%

Faster asset growth than 22% of similar nonprofits.

2022 filings • 501(c)10 • $1M-$5M nonprofits • Annualized from 2021 to 2022

Revenue Growth

76th percentile

24%

Faster revenue growth than 76% of similar nonprofits.

2022 filings • 501(c)10 • $1M-$5M nonprofits • Annualized from 2021 to 2022

Assets

Down

$1,604,933

Down $267,623 (-14%) from 2021

Net Assets

Down

$1,601,235

Down $265,672 (-14%) from 2021

Liabilities

Down

$3,698

Down $1,951 (-35%) from 2021

Revenue

Up

$131,085

Up $25,633 (+24%) from 2021

Expenses

Up

$125,176

Up $22,045 (+21%) from 2021

Net Income

Up

$5,909

Up $3,588 (+155%) from 2021

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

2022

Assets$1,604,933
Liabilities$3,698
Net Assets$1,601,235

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

2022

Revenue$131,085
Expenses$125,176
Net Income$5,909
Jump To
Filing Snapshot
Filing Period
Aug 1, 2021 to Jul 31, 2022
Signed
Oct 25, 2022
Return Version
2021v4.0
Gross Receipts
$131,085
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$1,783,961$1,553,236▼ $230,725
Cash and Non-Interest-Bearing Accounts$76,197$39,014▼ $37,183
Land, Buildings, and Equipment, Net$7,987$6,958▼ $1,029
Prepaid Expenses and Deferred Charges$3,911$3,875▼ $36
Accounts Receivable-$1,400-
Inventories for Sale or Use$500$450▼ $50
Total Assets$1,872,556$1,604,933▼ $267,623
Liabilities
Other Liabilities$4,169$3,098▼ $1,071
Accounts Payable and Accrued Expenses$1,480$600▼ $880
Total Liabilities$5,649$3,698▼ $1,951
Net Assets / Fund Balance
Net Assets With Donor Restrictions$1,805,471$1,575,497▼ $229,974
Net Assets Without Donor Restrictions$61,436$25,738▼ $35,698
Total Net Assets Fund Balance$1,866,907$1,601,235▼ $265,672
Total Liabilities and Net Assets / Fund Balance$1,872,556$1,604,933▼ $267,623

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$144,172-$144,172
Leasehold Improvements$-141,145$164,155$23,010
Buildings$3,931-$3,931

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2021$1,805,471$3,348▼ $206,435$17,885$1,575,497
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
Compensation and Service Providers

Board Members and Trustees

Revenue and Support

Revenue Composition

Contributions and Grants
$4,238
Program Service Revenue
$38,778
Investment Income
$65,144
Other Revenue
$22,925
All Other Contributions
$4,238
Change in Net Assets
$5,909
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$104,431
Salaries, Compensation, and Employee Benefits$20,745
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Occupancy$34,327--$34,327
Payments to Affiliates$21,491--$21,491
Other Salaries and Wages$20,745--$20,745
Fees for Service Investment Mgmnt Fees$8,977--$8,977
Office Expenses$5,746--$5,746
Fees for Services Accounting$5,560--$5,560
All Other Expenses$4,309--$4,309
Other Expenses$3,000--$3,000
Insurance$2,736--$2,736
Travel$1,704--$1,704
Depreciation Depletion$1,027--$1,027
Total Functional Expenses$125,176$0$0$125,176
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$891
Payroll Taxes Accrued & Withheld$57
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
Trustee
Phone
8148352262
Signed
2022-10-25
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
2

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 -2

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 410 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/BOYAmt01480
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt0600
IRS990/AccountsReceivableGrp/EOYAmt01400
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/AllOtherContributionsAmt04238
IRS990/AllOtherExpensesGrp/ProgramServicesAmt04309
IRS990/AllOtherExpensesGrp/TotalAmt04309
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/BOYAmt076197
IRS990/CashNonInterestBearingGrp/EOYAmt039014
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0false
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0true
IRS990/CompensationProcessOtherInd0true
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0true
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt04238
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt065144
IRS990/CYOtherExpensesAmt0104431
IRS990/CYOtherRevenueAmt022925
IRS990/CYProgramServiceRevenueAmt038778
IRS990/CYRevenuesLessExpensesAmt05909
IRS990/CYSalariesCompEmpBnftPaidAmt020745
IRS990/CYTotalExpensesAmt0125176
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0131085
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/ProgramServicesAmt01027
IRS990/DepreciationDepletionGrp/TotalAmt01027
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/BOYAmt01805471
IRS990/DonorRestrictionNetAssetsGrp/EOYAmt01575497
IRS990/DonorRstrOrQuasiEndowmentsInd0true
IRS990/ElectionOfBoardMembersInd0true
IRS990/EmployeeCnt02
IRS990/EmploymentTaxReturnsFiledInd0true
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/ProgramServicesAmt05560
IRS990/FeesForServicesAccountingGrp/TotalAmt05560
IRS990/FeesForSrvcInvstMgmntFeesGrp/ProgramServicesAmt08977
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt08977
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
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/PersonNm2RICHARD N FITZSIMMONS
IRS990/Form990PartVIISectionAGrp/PersonNm3PAUL J GORNALL
IRS990/Form990PartVIISectionAGrp/PersonNm4ROBERT D GORNALL JR
IRS990/Form990PartVIISectionAGrp/PersonNm5RUSSELL K MCKINSEY
IRS990/Form990PartVIISectionAGrp/PersonNm6KEVIN S SOLES
IRS990/Form990PartVIISectionAGrp/PersonNm7JAMES I SHARPLESS
IRS990/Form990PartVIISectionAGrp/PersonNm8JOHN H DANERI
IRS990/Form990PartVIISectionAGrp/PersonNm9AARON M MATHERS
IRS990/Form990PartVIISectionAGrp/PersonNm10JAMES M BOWERS
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
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/TitleTxt3TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt4TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt5SP
IRS990/Form990PartVIISectionAGrp/TitleTxt6THRICE POTEN
IRS990/Form990PartVIISectionAGrp/TitleTxt7HOSPITALER
IRS990/Form990PartVIISectionAGrp/TitleTxt8SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt9MOST WISE MA
IRS990/Form990PartVIISectionAGrp/TitleTxt10COMMANDER IN
IRS990/Form990ProvidedToGvrnBodyInd0false
IRS990/FormationYr01888
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt011
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt0131085
IRS990/GrossRentsGrp/RealAmt021325
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InsuranceGrp/ProgramServicesAmt02736
IRS990/InsuranceGrp/TotalAmt02736
IRS990/InventoriesForSaleOrUseGrp/BOYAmt0500
IRS990/InventoriesForSaleOrUseGrp/EOYAmt0450
IRS990/InvestmentIncomeGrp/ExclusionAmt065144
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt065144
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsPubTradedSecGrp/BOYAmt01783961
IRS990/InvestmentsPubTradedSecGrp/EOYAmt01553236
IRS990/IRPDocumentCnt01
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0164155
IRS990/LandBldgEquipBasisNetGrp/BOYAmt07987
IRS990/LandBldgEquipBasisNetGrp/EOYAmt06958
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/NetAssetsOrFundBalancesBOYAmt01866907
IRS990/NetAssetsOrFundBalancesEOYAmt01601235
IRS990/NetRentalIncomeOrLossGrp/ExclusionAmt021325
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt021325
IRS990/NetUnrlzdGainsLossesInvstAmt0-271579
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt061436
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt025738
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/ProgramServicesAmt034327
IRS990/OccupancyGrp/TotalAmt034327
IRS990/OfficeExpensesGrp/ProgramServicesAmt05746
IRS990/OfficeExpensesGrp/TotalAmt05746
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt0-2
IRS990/OtherExpensesGrp/Desc0OUTSIDE SERVICES
IRS990/OtherExpensesGrp/Desc1VALLEY EXPENSE
IRS990/OtherExpensesGrp/Desc2MEMBERSHIP DEVELOPMENT
IRS990/OtherExpensesGrp/Desc3DONATIONS
IRS990/OtherExpensesGrp/ProgramServicesAmt08307
IRS990/OtherExpensesGrp/ProgramServicesAmt14146
IRS990/OtherExpensesGrp/ProgramServicesAmt23101
IRS990/OtherExpensesGrp/ProgramServicesAmt33000
IRS990/OtherExpensesGrp/TotalAmt08307
IRS990/OtherExpensesGrp/TotalAmt14146
IRS990/OtherExpensesGrp/TotalAmt23101
IRS990/OtherExpensesGrp/TotalAmt33000
IRS990/OtherLiabilitiesGrp/BOYAmt04169
IRS990/OtherLiabilitiesGrp/EOYAmt03098
IRS990/OtherRevenueMiscGrp/Desc0MISCELLANEOUS
IRS990/OtherRevenueMiscGrp/ExclusionAmt01600
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt01600
IRS990/OtherRevenueTotalAmt01600
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt020745
IRS990/OtherSalariesAndWagesGrp/TotalAmt020745
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/ProgramServicesAmt021491
IRS990/PaymentsToAffiliatesGrp/TotalAmt021491
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt03911
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt03875
IRS990/PrincipalOfficerNm0RICHARD N FITZSIMMONS
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/Desc0MEMBERSHIP DUES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt038778
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt038778
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt02070
IRS990/PYInvestmentIncomeAmt038758
IRS990/PYOtherExpensesAmt074797
IRS990/PYOtherRevenueAmt018542
IRS990/PYProgramServiceRevenueAmt046082
IRS990/PYRevenuesLessExpensesAmt02321
IRS990/PYSalariesCompEmpBnftPaidAmt028334
IRS990/PYTotalExpensesAmt0103131
IRS990/PYTotalRevenueAmt0105452
IRS990/ReconcilationRevenueExpnssAmt05909
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RentalIncomeOrLossGrp/RealAmt021325
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/AgentTrusteeEtcInd0false
IRS990ScheduleD/BuildingsGrp/BookValueAmt03931
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt03931
IRS990ScheduleD/CYEndwmtFundGrp/AdministrativeExpensesAmt09002
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt01805471
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt03348
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt01575497
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-206435
IRS990ScheduleD/CYEndwmtFundGrp/OtherExpendituresAmt017885
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/AdministrativeExpensesAmt09493
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt01514895
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt04077
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt01805471
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0351224
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/OtherExpendituresAmt055232
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/AdministrativeExpensesAmt08652
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt01513730
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt01115
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt01514895
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt055069
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/OtherExpendituresAmt046367
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/AdministrativeExpensesAmt08574
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt01461540
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt026159
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt01513730
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt077693
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/OtherExpendituresAmt043088
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/AdministrativeExpensesAmt08417
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt01423358
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt01162
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt01461540
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0118104
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/OtherExpendituresAmt072667
IRS990ScheduleD/DisclosedForCharitablePrpsInd0false
IRS990ScheduleD/DisclosedOrgLegCtrlInd0false
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd0false
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd0false
IRS990ScheduleD/EquipmentGrp/BookValueAmt0144172
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0144172
IRS990ScheduleD/ExplanationProvidedInd0X
IRS990ScheduleD/InclEscrowCustodialAcctLiabInd0true
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt0-141145
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt0164155
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt023010
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt02150
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt1891
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt257
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0SECURITY DEPOSITS
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1ACCRUED EXPENSES
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc2PAYROLL TAXES ACCRUED & WITHHELD
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct00.01110
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/TermEndowmentBalanceEOYPct00.98890
IRS990ScheduleD/TotalBookValueLandBuildingsAmt06958
IRS990ScheduleD/TotalLiabilityAmt03098
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 -2
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/TotalAssetsBOYAmt01872556
IRS990/TotalAssetsEOYAmt01604933
IRS990/TotalAssetsGrp/BOYAmt01872556
IRS990/TotalAssetsGrp/EOYAmt01604933
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt04238
IRS990/TotalEmployeeCnt02
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0125176
IRS990/TotalFunctionalExpensesGrp/TotalAmt0125176
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt05649
IRS990/TotalLiabilitiesEOYAmt03698
IRS990/TotalLiabilitiesGrp/BOYAmt05649
IRS990/TotalLiabilitiesGrp/EOYAmt03698
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01866907
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01601235
IRS990/TotalProgramServiceRevenueAmt038778
IRS990/TotalRevenueGrp/ExclusionAmt088069
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt038778
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0131085
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01872556
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01604933
IRS990/TravelGrp/ProgramServicesAmt01704
IRS990/TravelGrp/TotalAmt01704
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/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0RICHARD N FITZSIMMONS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum08148352262
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-10-25
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
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BRINK & ASSOCIATES CPA'S
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03025 PEACH ST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ERIE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd016508

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings