Civic Intelligence

Ancient Accepted Scottish Rite Of

990 • Fiscal year 2015 • EIN 31-0201225

Aug 01, 2014 to Jul 31, 2015 • Filed on Dec 15, 2015

Organization ProfileWWW.SCOTTISHRITENMJ.ORG

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525 W Riverview AveDayton, OH 45405-4702

(937) 222-9103

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Balance Sheet

Assets

Up

$18,677,994

Up $2,133,495 (+13%) from 2014

Net Assets

Up

$18,664,353

Up $2,133,971 (+13%) from 2014

Liabilities

Down

$13,641

Down $476 (-3.4%) from 2014

Revenue And Expenses

Revenue

Up

$1,471,201

Up $292,808 (+25%) from 2014

Expenses

Down

$804,288

Down $430,321 (-35%) from 2014

Net Income

Up

$666,913

Up $723,129 (+1286%) from 2014

Historical Trend

Balance Sheet Trend

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

$30M$20M$10M$0Assets 2011: $13,320,548Liabilities 2011: $11,947Net Assets 2011: $13,308,6012011Assets 2012: $13,950,027Liabilities 2012: $9,837Net Assets 2012: $13,940,1902012Assets 2014: $16,544,499Liabilities 2014: $14,117Net Assets 2014: $16,530,3822014Assets 2015: $18,677,994Liabilities 2015: $13,641Net Assets 2015: $18,664,3532015Assets 2016: $19,533,602Liabilities 2016: $543,298Net Assets 2016: $18,990,3042016Assets 2017: $19,217,864Liabilities 2017: $20,153Net Assets 2017: $19,197,7112017Assets 2018: $20,851,835Liabilities 2018: $216,218Net Assets 2018: $20,635,6172018Assets 2019: $22,902,004Liabilities 2019: $1,871,942Net Assets 2019: $21,030,0622019Assets 2020: $22,185,654Liabilities 2020: $1,771,652Net Assets 2020: $20,414,0022020Assets 2022: $21,727,243Liabilities 2022: $1,809,950Net Assets 2022: $19,917,2932022

Highlighted filing

2015

Assets$18,677,994
Liabilities$13,641
Net Assets$18,664,353
Open 2015 Filing

Operations Trend

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

$2.0M$1.5M$1.0M$500K$0-$500KExpenses 2011: $1,230,2462011Expenses 2012: $945,3292012Revenue 2014: $1,178,393Expenses 2014: $1,234,609Net Income 2014: -$56,2162014Revenue 2015: $1,471,201Expenses 2015: $804,288Net Income 2015: $666,9132015Revenue 2016: $652,085Expenses 2016: $849,956Net Income 2016: -$197,8712016Revenue 2017: $910,918Expenses 2017: $884,856Net Income 2017: $26,0622017Revenue 2018: $779,384Expenses 2018: $1,230,747Net Income 2018: -$451,3632018Revenue 2019: $892,103Expenses 2019: $1,368,139Net Income 2019: -$476,0362019Revenue 2020: $1,503,511Expenses 2020: $838,963Net Income 2020: $664,5482020Revenue 2022: $1,095,767Expenses 2022: $656,043Net Income 2022: $439,7242022

Highlighted filing

2015

Revenue$1,471,201
Expenses$804,288
Net Income$666,913
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Aug 1, 2014 to Jul 31, 2015
Signed
Dec 15, 2015
Return Version
2014v5.0
Gross Receipts
$5,690,689
Mission and Program Overview

Mission

Strenghten the masonic way of life by improving the individual character,leadership, and spirit of it's members through relevent programs. Inspire men to support the principles of the freemasonry and promote family and community values. Serve mankind through the impact of extensive charitable outreach.

Strenghten the masonic way of life by improving the individual character,leadership, and spirit of it's members through relevent programs. Inspire men to support the principles of freemasonry and promote family and community values. Serve mankind through the impact of extensive charitable outreach.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$16,041,994$17,788,415▲ $1,746,421
Savings and Temporary Cash Investments$398,504$783,175▲ $384,671
Land, Buildings, and Equipment, Net$31,880$45,027▲ $13,147
Cash and Non-Interest-Bearing Accounts$41,479$33,897▼ $7,582
Inventories for Sale or Use$22,365$18,936▼ $3,429
Accounts Receivable$8,277$8,120▼ $157
Prepaid Expenses and Deferred Charges-$424-
Total Assets$16,544,499$18,677,994▲ $2,133,495
Liabilities
Accounts Payable and Accrued Expenses$14,117$13,641▼ $476
Total Liabilities$14,117$13,641▼ $476
Net Assets / Fund Balance
Unrestricted Net Assets$16,440,938$18,578,589▲ $2,137,651
Temporarily Rstr Net Assets$89,444$85,764▼ $3,680
Total Net Assets Fund Balance$16,530,382$18,664,353▲ $2,133,971
Total Liabilities and Net Assets / Fund Balance$16,544,499$18,677,994▲ $2,133,495

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$18,184$657,313$675,497
Leasehold Improvements$26,843$19,616$46,459
Other Securities$1,359,126--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
James WilliamsonEXECUTIVE SEC'YFT$79,154$2,375$81,529

Board Members and Trustees

NameTitle
William P Mayberry JrPresident
John E Rhodes JrTrustee
Nathan H Pelfrey JrTrustee
Steven J HottleTrustee
Terry W PoseyTrustee
Ronald ConnellyTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$50,000
Program Service Revenue
$397,643
Investment Income
$1,020,063
Other Revenue
$3,495
All Other Contributions
$50,000
Change in Net Assets
$666,913
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$632,840
Salaries, Compensation, and Employee Benefits$157,900
Grants and Similar Amounts Paid$13,548
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Occupancy---$256,503
Payments to Affiliates---$122,982
Current Officers, Directors, Trustees, and Key Employees---$79,154
Fees for Service Investment Mgmnt Fees---$61,090
Other Salaries and Wages---$47,696
Other Expenses---$35,947
Other Employee Benefits---$14,895
Grants to Domestic Orgs---$13,548
All Other Expenses---$13,073
Payroll Taxes---$12,368
Fees for Services Accounting---$7,365
Pension Plan Contributions---$3,787
Depreciation Depletion---$2,864
Travel---$2,847
Fees for Services Other---$980
Total Functional Expenses$0$0$0$804,288
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Dayton Masonic FoundatDayton, OH-Historical Preservation/schlorships$7,650
Various DonationsDayton Area, OH-General Support$3,938
Ohio Masonic HomeSpringfield, OH-General Support$1,960
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
No
Annual disclosure for covered persons
Yes
Audit committee
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, Part VI, Section B, Line 11

“Line 11a explanation - reviewed by the valley secretary with outside auditor”

Form 990, Part VI, Section B, Line 12C

“Governing board annually signs a conflict of interest policy statement and discloses any possible conflicts.”

Form 990, Part VI, Section B, Line 15

“Valley secretary is excused from executive board meeting where the board discusses and approves any annual compensation increases for the valley secretary and other employees.”

Form 990, Part VI, Section C, Line 19

“UPON WRITTEN REQUEST”

Filing and Contact Details

Filer

Filer Name
Ancient Accepted Scottish Rite of
EIN
31-0201225
Phone
9372229103
Address
525 W RIVERVIEW AVE, DAYTON, OH 45405-4702

Signing Officer

Name
James Williamson
Title
Secretary
Phone
9372229103
Signed
2015-12-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
James Williamson
Voting Board Members
7
Independent Board Members
7
Employees
4
Volunteers
15

Preparer

Firm
Lloyd Darner Guenther & Ellis Pll
Address
7755 PARAGON RD STE 105, DAYTON, OH 45459
Preparer
William C Laidly
Phone
9372973000
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

“Equity earnings in subsidiary 1,664,056.”

Financial Statement Notes

PART XI, LINE 2D - OTHER ADJUSTMENTS:

“Equity earnings in subsidiary”

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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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IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1GENERAL SUPPORT
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt2GENERAL SUPPORT
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0DAYTON MASONIC FOUNDAT
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1OHIO MASONIC HOME
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt2VARIOUS DONATIONS
IRS990ScheduleI/RecipientTable/RecipientEIN0311385609
IRS990ScheduleI/RecipientTable/RecipientEIN1310536997
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0525 RIVERVIEW AVE
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt12655 W NATIONAL RD
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt2L/T 1000 EACH
IRS990ScheduleI/RecipientTable/USAddress/CityNm0DAYTON
IRS990ScheduleI/RecipientTable/USAddress/CityNm1SPRINGFIELD
IRS990ScheduleI/RecipientTable/USAddress/CityNm2DAYTON AREA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0OH
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd1OH
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd2OH
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd045401
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd145504
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd245401
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0LINE 11A EXPLANATION - REVIEWED BY THE VALLEY SECRETARY WITH OUTSIDE AUDITOR
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1GOVERNING BOARD ANNUALLY SIGNS A CONFLICT OF INTEREST POLICY STATEMENT AND DISCLOSES ANY POSSIBLE CONFLICTS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2VALLEY SECRETARY IS EXCUSED FROM EXECUTIVE BOARD MEETING WHERE THE BOARD DISCUSSES AND APPROVES ANY ANNUAL COMPENSATION INCREASES FOR THE VALLEY SECRETARY AND OTHER EMPLOYEES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3UPON WRITTEN REQUEST
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4EQUITY EARNINGS IN SUBSIDIARY 1,664,056.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART XI, LINE 9:
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt0AASR-VALLEY OF DAYTON
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0MASONIC TEMPLE ASSOCIATION
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0310366990
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(10)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0OH
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0FRATERNAL ORGANIZATION
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt0525 RIVERVIEW AVE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0DAYTON
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0OH
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd045401
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TemporarilyRstrNetAssetsGrp/BOYAmt089444
IRS990/TemporarilyRstrNetAssetsGrp/EOYAmt085764
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt016544499
IRS990/TotalAssetsEOYAmt018677994
IRS990/TotalAssetsGrp/BOYAmt016544499
IRS990/TotalAssetsGrp/EOYAmt018677994
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt050000
IRS990/TotalEmployeeCnt04
IRS990/TotalFunctionalExpensesGrp/TotalAmt0804288
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt014117
IRS990/TotalLiabilitiesEOYAmt013641
IRS990/TotalLiabilitiesGrp/BOYAmt014117
IRS990/TotalLiabilitiesGrp/EOYAmt013641
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt016530382
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt018664353
IRS990/TotalOtherCompensationAmt02375
IRS990/TotalProgramServiceRevenueAmt0397643
IRS990/TotalReportableCompFromOrgAmt079154
IRS990/TotalRevenueGrp/ExclusionAmt01020063
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0401138
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt01471201
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt015
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt016544499
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt018677994
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/TotalAmt02847
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnrestrictedNetAssetsGrp/BOYAmt016440938
IRS990/UnrestrictedNetAssetsGrp/EOYAmt018578589
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0525 W RIVERVIEW AVE
IRS990/USAddress/CityNm0DAYTON
IRS990/USAddress/StateAbbreviationCd0OH
IRS990/USAddress/ZIPCd0454054702
IRS990/VotingMembersGoverningBodyCnt07
IRS990/VotingMembersIndependentCnt07
IRS990/WebsiteAddressTxt0WWW.SCOTTISHRITENMJ.ORG
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02016-03-07 17:11:31Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JAMES WILLIAMSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SECRETARY
ReturnHeader/BusinessOfficerGrp/PhoneNum09372229103
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-12-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ANCIENT ACCEPTED SCOTTISH RITE OF
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FREEMASONRY NMJ-VALLEY OF DAYTON
ReturnHeader/Filer/BusinessNameControlTxt0ANCI
ReturnHeader/Filer/EIN0310201225
ReturnHeader/Filer/PhoneNum09372229103
ReturnHeader/Filer/USAddress/AddressLine1Txt0525 W RIVERVIEW AVE
ReturnHeader/Filer/USAddress/CityNm0DAYTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OH
ReturnHeader/Filer/USAddress/ZIPCd0454054702
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0310603874
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0LLOYD DARNER GUENTHER & ELLIS PLL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt07755 PARAGON RD STE 105
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0DAYTON

Document Assets

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Filings

Displayed year

2015 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$18,677,994
Liabilities
$13,641
Net assets
$18,664,353
Revenue
$1,471,201
Expenses
$804,288
Net income
$666,913
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$21.7$1.81$19.9$1.10$0.66$0.44
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$22.2$1.77$20.4$1.50$0.84$0.66
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$22.9$1.87$21.0$0.89$1.37$0.48
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$20.9$0.22$20.6$0.78$1.23$0.45
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$19.2$0.02$19.2$0.91$0.88$0.03
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$19.5$0.54$19.0$0.65$0.85$0.20
2015Detailed filing. Detailed filing data is available for this year.$18.7$0.01$18.7$1.47$0.80$0.67
2014Detailed filing. Detailed filing data is available for this year.$16.5$0.01$16.5$1.18$1.23$0.06
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$14.0$0.01$13.9$0.95
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$13.3$0.01$13.3$1.23