Civic Intelligence

Ancient Accepted Scottish Rite of Freemasonry Nmj-Valley of Dayton

990 • Fiscal year 2021 • EIN 31-0201225

Aug 01, 2020 to Jul 31, 2021 • Filed on Dec 14, 2021

Organization ProfileWWW.SCOTTISHRITENMJ.ORG

View Organization Page

525 West Riverview AveDayton, OH 45405-4702

(937) 222-9103

Siviq Scores

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

Liabilities / Assets

47th percentile

0.07x

Higher debt load relative to assets than 47% of similar nonprofits.

2021 filings • $10M-$25M nonprofits • Source year 2021

Liabilities / Revenue

89th percentile

1.84x

Higher debt load relative to revenue than 89% of similar nonprofits.

2021 filings • $10M-$25M nonprofits • Source year 2021

Net Margin

55th percentile

17%

Higher net margin than 55% of similar nonprofits.

2021 filings • $10M-$25M nonprofits • Source year 2021

Top Officer Pay

35th percentile

$87,703

Higher top officer pay than 35% of similar nonprofits.

Top officer pay equals 10.4% of source-year revenue.

2021 filings • $10M-$25M nonprofits • Source year 2021

Asset Growth

38th percentile

4.6%

Faster asset growth than 38% of similar nonprofits.

2021 filings • $10M-$25M nonprofits • Annualized from 2020 to 2021

Revenue Growth

7th percentile

-44%

Faster revenue growth than 7% of similar nonprofits.

2021 filings • $10M-$25M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets47th percentile

Assets

Up

$23,200,215

Up $1,014,561 (+4.6%) from 2020

Net Assets

Up

$21,642,291

Up $1,228,289 (+6.0%) from 2020

Liabilities

Down

$1,557,924

Down $213,728 (-12%) from 2020

Revenue And Expenses
Liabilities / Revenue89th percentileNet Margin55th percentile

Revenue

Down

$844,419

Down $659,092 (-44%) from 2020

Expenses

Down

$703,237

Down $135,726 (-16%) from 2020

Net Income

Down

$141,182

Down $523,366 (-79%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth38th percentile

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 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 2021: $23,200,215Liabilities 2021: $1,557,924Net Assets 2021: $21,642,2912021Assets 2022: $21,727,243Liabilities 2022: $1,809,950Net Assets 2022: $19,917,2932022

Highlighted filing

2021

Assets$23,200,215
Liabilities$1,557,924
Net Assets$21,642,291
Open 2021 Filing

Operations Trend

Revenue Growth7th percentile

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 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 2021: $844,419Expenses 2021: $703,237Net Income 2021: $141,1822021Revenue 2022: $1,095,767Expenses 2022: $656,043Net Income 2022: $439,7242022

Highlighted filing

2021

Revenue$844,419
Expenses$703,237
Net Income$141,182
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Aug 1, 2020 to Jul 31, 2021
Signed
Dec 14, 2021
Return Version
2020v4.1
Gross Receipts
$2,714,161
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$20,675,952$21,561,290▲ $885,338
Other Notes and Loans Receivable, Net$1,038,146$990,942▼ $47,204
Savings and Temporary Cash Investments$287,613$487,385▲ $199,772
Land, Buildings, and Equipment, Net$142,225$125,564▼ $16,661
Inventories for Sale or Use$26,882$26,831▼ $51
Accounts Receivable$13,195$5,870▼ $7,325
Cash and Non-Interest-Bearing Accounts$1,234$2,061▲ $827
Prepaid Expenses and Deferred Charges$407$272▼ $135
Total Assets$22,185,654$23,200,215▲ $1,014,561
Liabilities
Mortgage Notes Payable Secured by Investment Property$1,668,678$1,365,761▼ $302,917
Deferred Revenue$91,221$97,038▲ $5,817
Accounts Payable and Accrued Expenses$11,753$95,125▲ $83,372
Total Liabilities$1,771,652$1,557,924▼ $213,728
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$20,325,826$21,550,073▲ $1,224,247
Net Assets With Donor Restrictions$88,176$92,218▲ $4,042
Total Net Assets Fund Balance$20,414,002$21,642,291▲ $1,228,289
Total Liabilities and Net Assets / Fund Balance$22,185,654$23,200,215▲ $1,014,561

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$105,870$699,831$805,701
Leasehold Improvements$19,694$26,765$46,459
Other Securities$1,707,782--
Compensation and Service Providers
Top Officer Pay35th percentile

Employees

NameTitleFull / Part TimeBaseTotal
J Randolph ClarkEXECUTIVE SEC'YFT$87,703$87,703

Board Members and Trustees

NameTitle
Adam BrayTrustee
Christopher AtchisonTrustee
Duane WootonTrustee
John E Rhodes JrTrustee
Keith RawlinsTrustee
Nathan H Pelfrey JrTrustee
Steven J HottleTrustee
Terry W PoseyTrustee
William P Mayberry JrTrustee
Mark JeffersTreasurer
Ronald ConnellyTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$291,492
Investment Income
$548,475
Other Revenue
$4,452
Change in Net Assets
$141,182

Audited Revenue Reconciliation

Revenue per Audited Statements
$844,419
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$1,087,107
Total Revenue per Audited Statements
$1,931,526
Total Revenue per Form 990
$844,419
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$486,145
Salaries, Compensation, and Employee Benefits$195,308
Grants and Similar Amounts Paid$21,784
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Payments to Affiliates---$270,129
Other Salaries and Wages---$164,984
Fees for Service Investment Mgmnt Fees---$68,336
All Other Expenses---$23,302
Grants to Domestic Orgs---$21,784
Interest---$19,288
Depreciation Depletion---$16,661
Payroll Taxes---$16,317
Other Employee Benefits---$14,007
Other Expenses---$10,921
Fees for Services Accounting---$7,864
Occupancy---$5,999
Fees for Services Other---$3,345
Travel---$2,558
Total Functional Expenses$0$0$0$703,237

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$703,237
Total Expenses per Audited Statements$703,237
Total Expenses per Form 990$703,237
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
CHILDREN'S DYSLEXIA CENTERSDayton, OH-General Support-
Dayton Masonic FoundatDayton, OH-Historical Preservation/schlorships-
Ohio Masonic HomeSpringfield, OH-General Support-
Scottish Rite Charities--General Support-
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
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, Part VI, Section B, Line 11B

“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 WEST RIVERVIEW AVE, DAYTON, OH 45405-4702

Signing Officer

Name
J Randolph Clark
Title
Secretary
Phone
9372229103
Signed
2021-12-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
J Randolph Clark
Formed
1924
Legal Domicile
Oh
Voting Board Members
11
Independent Board Members
11
Employees
6
Volunteers
0

Preparer

Firm
Lloyd Darner Guenther & Ellis Pll
Address
7755 PARAGON ROAD 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 -110,940.”

Financial Statement Notes

PART XI, LINE 2D - OTHER ADJUSTMENTS:

“Equity earnings in subsidiary”

Raw XML AppendixShowing 400 of 477 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/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt011753
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt095125
IRS990/AccountsReceivableGrp/BOYAmt013195
IRS990/AccountsReceivableGrp/EOYAmt05870
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0STRENGHTEN 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.
IRS990/AllAffiliatesIncludedInd01
IRS990/AllOtherExpensesGrp/TotalAmt023302
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0J RANDOLPH CLARK
IRS990/BooksInCareOfDetail/PhoneNum09372229103
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0525 RIVERVIEW AVE
IRS990/BooksInCareOfDetail/USAddress/CityNm0DAYTON
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OH
IRS990/BooksInCareOfDetail/USAddress/ZIPCd0454010932
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/BOYAmt01234
IRS990/CashNonInterestBearingGrp/EOYAmt02061
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd01
IRS990/CompensationProcessOtherInd01
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt021784
IRS990/CYInvestmentIncomeAmt0548475
IRS990/CYOtherExpensesAmt0486145
IRS990/CYOtherRevenueAmt04452
IRS990/CYProgramServiceRevenueAmt0291492
IRS990/CYRevenuesLessExpensesAmt0141182
IRS990/CYSalariesCompEmpBnftPaidAmt0195308
IRS990/CYTotalExpensesAmt0703237
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0844419
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DeferredRevenueGrp/BOYAmt091221
IRS990/DeferredRevenueGrp/EOYAmt097038
IRS990/DelegationOfMgmtDutiesInd00
IRS990/DepreciationDepletionGrp/TotalAmt016661
IRS990/Desc0PROVIDES SUPPORT FOR THE 32 DEGREE MASONIC CHILDRENS LEARNING CENTER WHICH TUTORS APPROXIMATELY 60 CHILDREN WITH DYSLEXIA ANNUALLY. THE ORGANIZATION ALSO PROVIDES SUPPORT TO THE DAYTON MASONIC CHARITABLE FOUNDATION AS WELL AS FUNDING FOR COLLEGE SCHLORSHIPS FOR AREA COLLEGE STUDENTS.
IRS990/DescribedInSection501c3Ind00
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/DonorRestrictionNetAssetsGrp/BOYAmt088176
IRS990/DonorRestrictionNetAssetsGrp/EOYAmt092218
IRS990/DonorRstrOrQuasiEndowmentsInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt06
IRS990/EmploymentTaxReturnsFiledInd00
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/TotalAmt07864
IRS990/FeesForServicesOtherGrp/TotalAmt03345
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt068336
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt04.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt14.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt24.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt34.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt44.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt54.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt640.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt74.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt84.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt94.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt104.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt114.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd10X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd11X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OfficerInd5X
IRS990/Form990PartVIISectionAGrp/OfficerInd6X
IRS990/Form990PartVIISectionAGrp/OfficerInd7X
IRS990/Form990PartVIISectionAGrp/OfficerInd8X
IRS990/Form990PartVIISectionAGrp/OfficerInd9X
IRS990/Form990PartVIISectionAGrp/OfficerInd10X
IRS990/Form990PartVIISectionAGrp/OfficerInd11X
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/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/PersonNm0WILLIAM P MAYBERRY JR
IRS990/Form990PartVIISectionAGrp/PersonNm1JOHN E RHODES JR
IRS990/Form990PartVIISectionAGrp/PersonNm2STEVEN J HOTTLE
IRS990/Form990PartVIISectionAGrp/PersonNm3TERRY W POSEY
IRS990/Form990PartVIISectionAGrp/PersonNm4NATHAN H PELFREY JR
IRS990/Form990PartVIISectionAGrp/PersonNm5RONALD CONNELLY
IRS990/Form990PartVIISectionAGrp/PersonNm6J RANDOLPH CLARK
IRS990/Form990PartVIISectionAGrp/PersonNm7CHRISTOPHER ATCHISON
IRS990/Form990PartVIISectionAGrp/PersonNm8ADAM BRAY
IRS990/Form990PartVIISectionAGrp/PersonNm9MARK JEFFERS
IRS990/Form990PartVIISectionAGrp/PersonNm10KEITH RAWLINS
IRS990/Form990PartVIISectionAGrp/PersonNm11DUANE WOOTON
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt687703
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
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/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/TitleTxt0TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt1TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt2TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt3TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt4TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt5TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt6EXECUTIVE SEC'Y
IRS990/Form990PartVIISectionAGrp/TitleTxt7TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt8TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt9TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt10TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt11TRUSTEE
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01924
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt0405907
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt011
IRS990/GrantsToDomesticOrgsGrp/TotalAmt021784
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt02275649
IRS990/GrossReceiptsAmt02714161
IRS990/GroupExemptionNum00259
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt011
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InterestGrp/TotalAmt019288
IRS990/InventoriesForSaleOrUseGrp/BOYAmt026882
IRS990/InventoriesForSaleOrUseGrp/EOYAmt026831
IRS990/InvestmentIncomeGrp/ExclusionAmt0142568
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0142568
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt020675952
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt021561290
IRS990/IRPDocumentCnt02
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0726596
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0142225
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0125564
IRS990/LandBldgEquipCostOrOtherBssAmt0852160
IRS990/LegalDomicileStateCd0OH
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt01869742
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0STRENGHTEN 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.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt01668678
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt01365761
IRS990/NetAssetsOrFundBalancesBOYAmt020414002
IRS990/NetAssetsOrFundBalancesEOYAmt021642291
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt0405907
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0405907
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt01198047
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt020325826
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt021550073
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/TotalAmt05999
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt0-110940
IRS990/OtherEmployeeBenefitsGrp/TotalAmt014007
IRS990/OtherExpensesGrp/Desc0POSTAGE AND PRINTINGS
IRS990/OtherExpensesGrp/Desc1CONTRACT LABOR
IRS990/OtherExpensesGrp/Desc2SUPPLIES
IRS990/OtherExpensesGrp/Desc3MAINTENANCE & REPAIRS
IRS990/OtherExpensesGrp/TotalAmt022403
IRS990/OtherExpensesGrp/TotalAmt119705
IRS990/OtherExpensesGrp/TotalAmt215634
IRS990/OtherExpensesGrp/TotalAmt310921
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/BusinessCd1900099
IRS990/OtherRevenueMiscGrp/Desc0REUNION FEES
IRS990/OtherRevenueMiscGrp/Desc1MISCELLANEOUS
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt04380
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt172
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt04380
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt172
IRS990/OtherRevenueTotalAmt04452
IRS990/OtherSalariesAndWagesGrp/TotalAmt0164984
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt01038146
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt0990942
IRS990/PartialLiquidationInd00
IRS990/PaymentsToAffiliatesGrp/TotalAmt0270129
IRS990/PayrollTaxesGrp/TotalAmt016317
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0407
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0272
IRS990/PrincipalOfficerNm0J RANDOLPH CLARK
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/Desc0MEMBERSHIP DUES AND ASSESSMENTS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0291492
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0291492
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt030596
IRS990/PYInvestmentIncomeAmt01195051
IRS990/PYOtherExpensesAmt0602594
IRS990/PYOtherRevenueAmt012695
IRS990/PYProgramServiceRevenueAmt0295765
IRS990/PYRevenuesLessExpensesAmt0664548
IRS990/PYSalariesCompEmpBnftPaidAmt0205773
IRS990/PYTotalExpensesAmt0838963
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt01503511
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt0141182
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0287613
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0487385
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/EquipmentGrp/BookValueAmt0105870
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0699831
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0805701
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt0703237
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt019694
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt026765
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt046459
IRS990ScheduleD/NetUnrealizedGainsInvstAmt01198047
IRS990ScheduleD/OtherRevenueAmt0-110940
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt06152098
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt11018378
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt212683032
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt31707782
IRS990ScheduleD/OtherSecuritiesGrp/Desc0CORPORATE STOCKS
IRS990ScheduleD/OtherSecuritiesGrp/Desc1CORPORATE BONDS
IRS990ScheduleD/OtherSecuritiesGrp/Desc2INVESTMENT IN SUBSIDIARY
IRS990ScheduleD/OtherSecuritiesGrp/Desc3GOVERNMENT SECURITIES
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd1F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd2F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd3F
IRS990ScheduleD/RevenueNotReportedAmt01087107
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt0844419
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0EQUITY EARNINGS IN SUBSIDIARY
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART XI, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0125564
IRS990ScheduleD/TotalBookValueSecuritiesAmt021561290
IRS990ScheduleD/TotalExpensesPerForm990Amt0703237
IRS990ScheduleD/TotalRevenuePerForm990Amt0844419
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt01931526
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0703237
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt02250
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt11920
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt27800
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt37800
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0HISTORICAL PRESERVATION/SCHLORSHIPS
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1GENERAL SUPPORT
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt2GENERAL SUPPORT
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt3GENERAL SUPPORT
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0DAYTON MASONIC FOUNDAT
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1OHIO MASONIC HOME
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt2CHILDREN'S DYSLEXIA CENTERS
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt3SCOTTISH RITE CHARITIES
IRS990ScheduleI/RecipientTable/RecipientEIN0311385609
IRS990ScheduleI/RecipientTable/RecipientEIN1310536997
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0525 RIVERVIEW AVE
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt12655 W NATIONAL RD
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt2525 RIVERVIEW AVE
IRS990ScheduleI/RecipientTable/USAddress/CityNm0DAYTON
IRS990ScheduleI/RecipientTable/USAddress/CityNm1SPRINGFIELD
IRS990ScheduleI/RecipientTable/USAddress/CityNm2DAYTON
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 -110,940.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
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

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$23,200,215
Liabilities
$1,557,924
Net assets
$21,642,291
Revenue
$844,419
Expenses
$703,237
Net income
$141,182
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
2021Detailed filing. Detailed filing data is available for this year.$23.2$1.56$21.6$0.84$0.70$0.14
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
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