Civic Intelligence

Ancient Accepted Scottish Rite of Freemasonry Nmj-Valley of Dayton

990 • Fiscal year 2022 • EIN 31-0201225

Aug 01, 2021 to Jul 31, 2022 • Filed on Mar 03, 2023

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

49th percentile

0.08x

Higher debt load relative to assets than 49% of similar nonprofits.

2022 filings • $10M-$25M nonprofits • Source year 2022

Liabilities / Revenue

88th percentile

1.65x

Higher debt load relative to revenue than 88% of similar nonprofits.

2022 filings • $10M-$25M nonprofits • Source year 2022

Net Margin

82nd percentile

40%

Higher net margin than 82% of similar nonprofits.

2022 filings • $10M-$25M nonprofits • Source year 2022

Top Officer Pay

34th percentile

$88,449

Higher top officer pay than 34% of similar nonprofits.

Top officer pay equals 8.1% of source-year revenue.

2022 filings • $10M-$25M nonprofits • Source year 2022

Asset Growth

27th percentile

-6.3%

Faster asset growth than 27% of similar nonprofits.

2022 filings • $10M-$25M nonprofits • Annualized from 2021 to 2022

Revenue Growth

79th percentile

30%

Faster revenue growth than 79% of similar nonprofits.

2022 filings • $10M-$25M nonprofits • Annualized from 2021 to 2022

Assets

Down

$21,727,243

Down $458,411 (-2.1%) from 2020

Net Assets

Down

$19,917,293

Down $496,709 (-2.4%) from 2020

Liabilities

Up

$1,809,950

Up $38,298 (+2.2%) from 2020

Revenue

Down

$1,095,767

Down $407,744 (-27%) from 2020

Expenses

Down

$656,043

Down $182,920 (-22%) from 2020

Net Income

Down

$439,724

Down $224,824 (-34%) from 2020

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 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

2022

Assets$21,727,243
Liabilities$1,809,950
Net Assets$19,917,293

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 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

2022

Revenue$1,095,767
Expenses$656,043
Net Income$439,724
Jump To
Filing Snapshot
Filing Period
Aug 1, 2021 to Jul 31, 2022
Signed
Mar 3, 2023
Return Version
2021v4.2
Gross Receipts
$4,421,584
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$21,561,290$20,305,137▼ $1,256,153
Other Notes and Loans Receivable, Net$990,942$944,410▼ $46,532
Cash and Non-Interest-Bearing Accounts$2,061$243,821▲ $241,760
Land, Buildings, and Equipment, Net$125,564$109,034▼ $16,530
Savings and Temporary Cash Investments$487,385$91,293▼ $396,092
Inventories for Sale or Use$26,831$26,685▼ $146
Accounts Receivable$5,870$6,863▲ $993
Prepaid Expenses and Deferred Charges$272--
Total Assets$23,200,215$21,727,243▼ $1,472,972
Liabilities
Mortgage Notes Payable Secured by Investment Property$1,365,761$1,702,960▲ $337,199
Deferred Revenue$97,038$91,293▼ $5,745
Accounts Payable and Accrued Expenses$95,125$15,697▼ $79,428
Total Liabilities$1,557,924$1,809,950▲ $252,026
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$21,550,073$19,826,000▼ $1,724,073
Net Assets With Donor Restrictions$92,218$91,293▼ $925
Total Net Assets Fund Balance$21,642,291$19,917,293▼ $1,724,998
Total Liabilities and Net Assets / Fund Balance$23,200,215$21,727,243▼ $1,472,972

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$90,531$715,170$805,701
Leasehold Improvements$18,503$27,956$46,459
Other Securities$2,005,563--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
J Randolph ClarkEXECUTIVE SEC'YFT$88,449$88,449

Board Members and Trustees

Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$300,889
Investment Income
$788,878
Other Revenue
$6,000
Change in Net Assets
$439,724

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,095,768
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$-2,164,724
Total Revenue per Audited Statements
$-1,068,956
Total Revenue per Form 990
$1,095,768
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$437,952
Salaries, Compensation, and Employee Benefits$192,100
Grants and Similar Amounts Paid$25,991
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Payments to Affiliates---$162,191
Comp Disqual Persons---$159,801
Other Expenses---$30,016
Grants to Domestic Orgs---$25,991
All Other Expenses---$18,618
Payroll Taxes---$17,598
Depreciation Depletion---$16,530
Other Employee Benefits---$14,701
Fees for Services Management---$6,680
Travel---$6,439
Occupancy---$4,450
Fees for Services Other---$3,048
Total Functional Expenses$0$0$0$656,043

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$656,042
Total Expenses per Audited Statements$656,042
Total Expenses per Form 990$656,042
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Scottish Rite Charities--General Support$7,111
Ohio Masonic HomeSpringfield, OH-General Support$6,630
Dayton Masonic FoundatDayton, OH-Historical Preservation/schlorships$6,412
CHILDREN'S DYSLEXIA CENTERSDayton, OH-General Support$5,838
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
2023-03-03
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
4
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 -995,165.

Financial Statement Notes

PART XI, LINE 2D - OTHER ADJUSTMENTS:

Equity earnings in subsidiary

Raw XML AppendixShowing 400 of 476 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/BOYAmt095125
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt015697
IRS990/AccountsReceivableGrp/BOYAmt05870
IRS990/AccountsReceivableGrp/EOYAmt06863
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/TotalAmt018618
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/BOYAmt02061
IRS990/CashNonInterestBearingGrp/EOYAmt0243821
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompDisqualPersonsGrp/TotalAmt0159801
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd01
IRS990/CompensationProcessOtherInd01
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt025991
IRS990/CYInvestmentIncomeAmt0788878
IRS990/CYOtherExpensesAmt0437952
IRS990/CYOtherRevenueAmt06000
IRS990/CYProgramServiceRevenueAmt0300889
IRS990/CYRevenuesLessExpensesAmt0439724
IRS990/CYSalariesCompEmpBnftPaidAmt0192100
IRS990/CYTotalExpensesAmt0656043
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt01095767
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DeferredRevenueGrp/BOYAmt097038
IRS990/DeferredRevenueGrp/EOYAmt091293
IRS990/DelegationOfMgmtDutiesInd00
IRS990/DepreciationDepletionGrp/TotalAmt016530
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/BOYAmt092218
IRS990/DonorRestrictionNetAssetsGrp/EOYAmt091293
IRS990/DonorRstrOrQuasiEndowmentsInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt04
IRS990/EmploymentTaxReturnsFiledInd00
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesManagementGrp/TotalAmt06680
IRS990/FeesForServicesOtherGrp/TotalAmt03048
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/ReportableCompFromOrgAmt688449
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/SecuritiesAmt0648667
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt011
IRS990/GrantsToDomesticOrgsGrp/TotalAmt025991
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt03974484
IRS990/GrossReceiptsAmt04421584
IRS990/GroupExemptionNum00259
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt011
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InventoriesForSaleOrUseGrp/BOYAmt026831
IRS990/InventoriesForSaleOrUseGrp/EOYAmt026685
IRS990/InvestmentIncomeGrp/ExclusionAmt0140211
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0140211
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt021561290
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt020305137
IRS990/IRPDocumentCnt01
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0743126
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0125564
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0109034
IRS990/LandBldgEquipCostOrOtherBssAmt0852160
IRS990/LegalDomicileStateCd0OH
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt03325817
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/BOYAmt01365761
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt01702960
IRS990/NetAssetsOrFundBalancesBOYAmt021642291
IRS990/NetAssetsOrFundBalancesEOYAmt019917293
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt0648667
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0648667
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-1169559
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt021550073
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt019826000
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/TotalAmt04450
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt0-995165
IRS990/OtherEmployeeBenefitsGrp/TotalAmt014701
IRS990/OtherExpensesGrp/Desc0BANK CHARGES
IRS990/OtherExpensesGrp/Desc1MEALS
IRS990/OtherExpensesGrp/Desc2POSTAGE AND PRINTINGS
IRS990/OtherExpensesGrp/Desc3SUPPLIES
IRS990/OtherExpensesGrp/TotalAmt095523
IRS990/OtherExpensesGrp/TotalAmt161193
IRS990/OtherExpensesGrp/TotalAmt233264
IRS990/OtherExpensesGrp/TotalAmt330016
IRS990/OtherRevenueMiscGrp/Desc0REUNION FEES
IRS990/OtherRevenueMiscGrp/Desc1OTHER REVENUE
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt05200
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt1800
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt05200
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt1800
IRS990/OtherRevenueTotalAmt06000
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt0990942
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt0944410
IRS990/PartialLiquidationInd00
IRS990/PaymentsToAffiliatesGrp/TotalAmt0162191
IRS990/PayrollTaxesGrp/TotalAmt017598
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0272
IRS990/PrincipalOfficerNm0J RANDOLPH CLARK
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/Desc0MEMBERSHIP DUES AND ASSESSMENTS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0300889
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0300889
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt021784
IRS990/PYInvestmentIncomeAmt0548475
IRS990/PYOtherExpensesAmt0486145
IRS990/PYOtherRevenueAmt04452
IRS990/PYProgramServiceRevenueAmt0291492
IRS990/PYRevenuesLessExpensesAmt0141182
IRS990/PYSalariesCompEmpBnftPaidAmt0195308
IRS990/PYTotalExpensesAmt0703237
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0844419
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt0439724
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0487385
IRS990/SavingsAndTempCashInvstGrp/EOYAmt091293
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/EquipmentGrp/BookValueAmt090531
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0715170
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0805701
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt0656042
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt018503
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt027956
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt046459
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0-1169559
IRS990ScheduleD/OtherRevenueAmt0-995165
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt05643914
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt1529375
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt212126285
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt32005563
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/RevenueNotReportedAmt0-2164724
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt01095768
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0EQUITY EARNINGS IN SUBSIDIARY
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART XI, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0109034
IRS990ScheduleD/TotalBookValueSecuritiesAmt020305137
IRS990ScheduleD/TotalExpensesPerForm990Amt0656042
IRS990ScheduleD/TotalRevenuePerForm990Amt01095768
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0-1068956
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0656042
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/RecipientTable/CashGrantAmt06412
IRS990ScheduleI/RecipientTable/CashGrantAmt16630
IRS990ScheduleI/RecipientTable/CashGrantAmt25838
IRS990ScheduleI/RecipientTable/CashGrantAmt37111
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt00
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt10
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt20
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt30
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 -995,165.
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
IRS990/SignificantNewProgramSrvcInd00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings