Civic Intelligence

Ancient Accepted Scottish Rite Valley of Columbus

990 • Fiscal year 2019 • EIN 31-4174467

Jan 01, 2019 to Dec 31, 2019 • Filed on Nov 17, 2020

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290 Cramer Creek CourtDublin, OH 43017

(614) 766-2272

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Up

$8,163,132

Up $535,535 (+7.0%) from 2017

Net Assets

Up

$7,934,671

Up $568,834 (+7.7%) from 2017

Liabilities

Down

$228,461

Down $33,299 (-13%) from 2017

Revenue And Expenses

Revenue

Up

$803,554

Up $69,889 (+9.5%) from 2017

Expenses

Down

$640,898

Down $43,664 (-6.4%) from 2017

Net Income

Up

$162,656

Up $113,553 (+231%) from 2017

Historical Trend

Balance Sheet Trend

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

$10M$5.0M$0Assets 2011: $5,448,983Liabilities 2011: $306,271Net Assets 2011: $5,142,7122011Assets 2012: $5,819,161Liabilities 2012: $274,028Net Assets 2012: $5,545,1332012Assets 2013: $6,760,160Liabilities 2013: $294,209Net Assets 2013: $6,465,9512013Assets 2014: $6,930,743Liabilities 2014: $305,933Net Assets 2014: $6,624,8102014Assets 2015: $6,609,490Liabilities 2015: $283,924Net Assets 2015: $6,325,5662015Assets 2016: $6,767,114Liabilities 2016: $268,648Net Assets 2016: $6,498,4662016Assets 2017: $7,627,597Liabilities 2017: $261,760Net Assets 2017: $7,365,8372017Assets 2019: $8,163,132Liabilities 2019: $228,461Net Assets 2019: $7,934,6712019Assets 2020: $9,010,931Liabilities 2020: $228,846Net Assets 2020: $8,782,0852020Assets 2021: $9,702,930Liabilities 2021: $193,011Net Assets 2021: $9,509,9192021Assets 2022: $7,729,556Liabilities 2022: $201,488Net Assets 2022: $7,528,0682022Assets 2024: $9,908,206Liabilities 2024: $0Net Assets 2024: $9,908,2062024

Highlighted filing

2019

Assets$8,163,132
Liabilities$228,461
Net Assets$7,934,671

Operations Trend

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

$1.5M$1.0M$500K$0-$500KExpenses 2011: $639,9162011Expenses 2012: $664,2052012Revenue 2013: $650,925Expenses 2013: $692,127Net Income 2013: -$41,2022013Revenue 2014: $785,508Expenses 2014: $662,176Net Income 2014: $123,3322014Revenue 2015: $736,853Expenses 2015: $676,095Net Income 2015: $60,7582015Revenue 2016: $690,463Expenses 2016: $681,883Net Income 2016: $8,5802016Revenue 2017: $733,665Expenses 2017: $684,562Net Income 2017: $49,1032017Revenue 2019: $803,554Expenses 2019: $640,898Net Income 2019: $162,6562019Revenue 2020: $531,291Expenses 2020: $547,562Net Income 2020: -$16,2712020Revenue 2021: $1,013,358Expenses 2021: $620,122Net Income 2021: $393,2362021Revenue 2022: $561,322Expenses 2022: $646,902Net Income 2022: -$85,5802022Revenue 2024: $561,935Expenses 2024: $599,940Net Income 2024: -$38,0052024

Highlighted filing

2019

Revenue$803,554
Expenses$640,898
Net Income$162,656
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Nov 17, 2020
Return Version
2019v5.1
Gross Receipts
$803,554
Mission and Program Overview

Mission

Freemasonry is a system of morality; it is the activity of closely united men who work for the welfare of mankind, striving morally to enable themselves and others to bring about a universal league of mankind.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$6,736,183$7,806,817▲ $1,070,634
Savings and Temporary Cash Investments$217,867$281,677▲ $63,810
Land, Buildings, and Equipment, Net$45,119$46,568▲ $1,449
Inventories for Sale or Use$14,403$14,403→ $0
Prepaid Expenses and Deferred Charges$15,128$8,170▼ $6,958
Accounts Receivable-$3,048-
Cash and Non-Interest-Bearing Accounts$200$200→ $0
Total Assets$7,028,949$8,163,132▲ $1,134,183
Other Assets Total$49$2,249▲ $2,200
Liabilities
Deferred Revenue$198,643$199,248▲ $605
Accounts Payable and Accrued Expenses$31,365$29,213▼ $2,152
Total Liabilities$230,008$228,461▼ $1,547
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$5,981,439$6,736,434▲ $754,995
Net Assets With Donor Restrictions$817,502$1,198,237▲ $380,735
Total Net Assets Fund Balance$6,798,941$7,934,671▲ $1,135,730
Total Liabilities and Net Assets / Fund Balance$7,028,949$8,163,132▲ $1,134,183

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$31,086$225,116$256,202
Leasehold Improvements$15,482$12,348$27,830
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Fred S KileValley SecretaryFT$82,002$82,002

Board Members and Trustees

NameTitle
Clifford E NicholChairman
Thomas E SavageVice Chairman
Danny T MeenachAt Large Member
Stephen L MarkleyAt Large Member
Thomas E McCauleyAt Large Member
Kory W WeldyMost Wise Master
Timothy S WheelandThrice Potent Master
Dale E BishopTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$293,231
Investment Income
$495,146
Other Revenue
$15,177
Change in Net Assets
$162,656
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$495,551
Salaries, Compensation, and Employee Benefits$145,347
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Other$333,486$1,415-$334,901
Current Officers, Directors, Trustees, and Key Employees-$82,002-$82,002
Office Expenses-$70,833-$70,833
Occupancy-$64,359-$64,359
Other Salaries and Wages-$47,346-$47,346
Fees for Service Investment Mgmnt Fees-$25,458-$25,458
Payroll Taxes-$9,997-$9,997
Other Employee Benefits-$6,002-$6,002
Total Functional Expenses$333,486$307,412$0$640,898
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
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
No
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

The 990 return is reviewed by the Treasurer, Board members, and management before the return is filed. Upon approval, the accounting is informed via email to electronically file the return.

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

Conflict of interest forms are provided to Officers and employees which are then reviewed by the Board of Trustees annually.

Form 990, Part VI, Section B, line 15A

The Board of Trustees reviews and approves the rate of pay for the Executive Director (Secretary).

Form 990, Part VI, Section C, line 19

Information is avaliable to the public upon request.

Filing and Contact Details

Filer

Filer Name
Ancient Accepted Scottish Rite
EIN
31-4174467
Phone
6147662272
Address
290 CRAMER CREEK COURT, Dublin, OH 43017

Signing Officer

Name
Fred Kile
Title
COO, Secretary
Phone
6147662272
Signed
2020-11-17
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Fred Kile
Formed
1987
Legal Domicile
Oh
Voting Board Members
7
Independent Board Members
7
Employees
0
Volunteers
0

Preparer

Firm
Dunbar Murphy & Co
Address
80 Grace Dr Suite B, Powell, OH 43065
Preparer
Dan Dunbar CPA
Phone
6147927882
Supplemental Narrative

Additional Explanations

Form 990, Part IX, line 11G

Almoner donations: Program service expenses 17,750. Management and general expenses 0. Fundraising expenses 0. Total expenses 17,750. Board expenses: Program service expenses 15,391. Management and general expenses 0. Fundraising expenses 0. Total expenses 15,391. Charities: Program service expenses 10,384. Management and general expenses 0. Fundraising expenses 0. Total expenses 10,384. Chronicles: Program service expenses 37,037. Management and general expenses 0. Fundraising expenses 0. Total expenses 37,037. Entertainment/hospitality: Program service expenses 22,017. Management and general expenses 0. Fundraising expenses 0. Total expenses 22,017. Family life: Program service expenses 9,650. Management and general expenses 0. Fundraising expenses 0. Total expenses 9,650. Fraternal relations: Program service expenses 38,610. Management and general expenses 0. Fundraising expenses 0. Total expenses 38,610. Membership development: Program service expenses 12,459. Management and general expenses 0. Fundraising expenses 0. Total expenses 12,459. OCD expenses: Program service expenses 5,391. Management and general expenses 0. Fundraising expenses 0. Total expenses 5,391. Other expenses: Program service expenses 3,553. Management and general expenses 0. Fundraising expenses 0. Total expenses 3,553. Reunion expenses: Program service expenses 54,864. Management and general expenses 0. Fundraising expenses 0. Total expenses 54,864. Ohio Council Assessments: Program service expenses 106,380. Management and general expenses 0. Fundraising expenses 0. Total expenses 106,380. Casual labor: Program service expenses 0. Management and general expenses 1,415. Fundraising expenses 0. Total expenses 1,415.

Form 990, Part XI, line 9:

Transfer of funds from Double Eagle 21,000.

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IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0The 990 return is reviewed by the Treasurer, Board members, and management before the return is filed. Upon approval, the accounting is informed via email to electronically file the return.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Conflict of interest forms are provided to Officers and employees which are then reviewed by the Board of Trustees annually.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2The Board of Trustees reviews and approves the rate of pay for the Executive Director (Secretary).
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Information is avaliable to the public upon request.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Almoner donations: Program service expenses 17,750. Management and general expenses 0. Fundraising expenses 0. Total expenses 17,750. Board expenses: Program service expenses 15,391. Management and general expenses 0. Fundraising expenses 0. Total expenses 15,391. Charities: Program service expenses 10,384. Management and general expenses 0. Fundraising expenses 0. Total expenses 10,384. Chronicles: Program service expenses 37,037. Management and general expenses 0. Fundraising expenses 0. Total expenses 37,037. Entertainment/hospitality: Program service expenses 22,017. Management and general expenses 0. Fundraising expenses 0. Total expenses 22,017. Family life: Program service expenses 9,650. Management and general expenses 0. Fundraising expenses 0. Total expenses 9,650. Fraternal relations: Program service expenses 38,610. Management and general expenses 0. Fundraising expenses 0. Total expenses 38,610. Membership development: Program service expenses 12,459. Management and general expenses 0. Fundraising expenses 0. Total expenses 12,459. OCD expenses: Program service expenses 5,391. Management and general expenses 0. Fundraising expenses 0. Total expenses 5,391. Other expenses: Program service expenses 3,553. Management and general expenses 0. Fundraising expenses 0. Total expenses 3,553. Reunion expenses: Program service expenses 54,864. Management and general expenses 0. Fundraising expenses 0. Total expenses 54,864. Ohio Council Assessments: Program service expenses 106,380. Management and general expenses 0. Fundraising expenses 0. Total expenses 106,380. Casual labor: Program service expenses 0. Management and general expenses 1,415. Fundraising expenses 0. Total expenses 1,415.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Transfer of funds from Double Eagle 21,000.
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 15a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Section C, line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part IX, line 11g
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990, Part XI, line 9:
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd01
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0The Double Eagle Endowment
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0311286511
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0OH
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0Fraternal
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt0290 Cramer Creek Court
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0Dublin
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0OH
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd043017
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd01
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd01
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt03925
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt117075
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0The Double Eagle Endowment
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt1The Double Eagle Endowment
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0B
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt1N
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0OH
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt07028949
IRS990/TotalAssetsEOYAmt08163132
IRS990/TotalAssetsGrp/BOYAmt07028949
IRS990/TotalAssetsGrp/EOYAmt08163132
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0307412
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0333486
IRS990/TotalFunctionalExpensesGrp/TotalAmt0640898
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0230008
IRS990/TotalLiabilitiesEOYAmt0228461
IRS990/TotalLiabilitiesGrp/BOYAmt0230008
IRS990/TotalLiabilitiesGrp/EOYAmt0228461
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt06798941
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt07934671
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0333486
IRS990/TotalProgramServiceRevenueAmt0293231
IRS990/TotalReportableCompFromOrgAmt082002
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0803554
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0803554
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt07028949
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt08163132
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TransactionWithControlEntInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0290 Cramer Creek Court
IRS990/USAddress/CityNm0Dublin
IRS990/USAddress/StateAbbreviationCd0OH
IRS990/USAddress/ZIPCd043017
IRS990/VotingMembersGoverningBodyCnt07
IRS990/VotingMembersIndependentCnt07
IRS990/WebsiteAddressTxt0www.valleyofcolumbus.com
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02021-04-22 16:20:28Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0Fred Kile
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0COO, Secretary
ReturnHeader/BusinessOfficerGrp/PhoneNum06147662272
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-11-17
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ANCIENT ACCEPTED SCOTTISH RITE
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0VALLEY OF COLUMBUS
ReturnHeader/Filer/BusinessNameControlTxt0ANCI
ReturnHeader/Filer/EIN0314174467
ReturnHeader/Filer/PhoneNum06147662272
ReturnHeader/Filer/USAddress/AddressLine1Txt0290 CRAMER CREEK COURT
ReturnHeader/Filer/USAddress/CityNm0Dublin
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OH
ReturnHeader/Filer/USAddress/ZIPCd043017
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0DA39A3EE5E6B4B0D3255BFEF95601890AFD80709
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId02129DE757A2105E18E0DCFA5F134F05DD57D3D8A
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt098.103.11.154
ReturnHeader/FilingSecurityInformation/IPDt02020-11-17
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ES
ReturnHeader/FilingSecurityInformation/IPTm014:47:45
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0455438085
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Dunbar Murphy & Co
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt080 Grace Dr Suite B
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Powell
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd043065
ReturnHeader/PreparerPersonGrp/PhoneNum06147927882
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Dan Dunbar CPA

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$9.91$0.00$9.91$0.56$0.60$0.04
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.73$0.20$7.53$0.56$0.65$0.09
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$9.70$0.19$9.51$1.01$0.62$0.39
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$9.01$0.23$8.78$0.53$0.55$0.02
2019Detailed filing. Detailed filing data is available for this year.$8.16$0.23$7.93$0.80$0.64$0.16
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.63$0.26$7.37$0.73$0.68$0.05
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.77$0.27$6.50$0.69$0.68$0.01
2015Detailed filing. Detailed filing data is available for this year.$6.61$0.28$6.33$0.74$0.68$0.06
2014Detailed filing. Detailed filing data is available for this year.$6.93$0.31$6.62$0.79$0.66$0.12
2013Detailed filing. Detailed filing data is available for this year.$6.76$0.29$6.47$0.65$0.69$0.04
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.82$0.27$5.55$0.66
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.45$0.31$5.14$0.64