Civic Intelligence

Ancient Accepted Scottish Rite Of

990 • Fiscal year 2022 • EIN 35-0146565

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

Organization ProfileWWW.SCOTTISHRITENMJ.ORG
427 N Main StreetSouth Bend, IN 46601

(574) 233-3158

Siviq Scores

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

Liabilities / Assets

34th percentile

0.01x

Higher debt load relative to assets than 34% of similar nonprofits.

2022 filings • $5M-$10M nonprofits • Source year 2022

Liabilities / Revenue

50th percentile

0.10x

Higher debt load relative to revenue than 50% of similar nonprofits.

2022 filings • $5M-$10M nonprofits • Source year 2022

Net Margin

55th percentile

9.1%

Higher net margin than 55% of similar nonprofits.

2022 filings • $5M-$10M nonprofits • Source year 2022

Top Officer Pay

43rd percentile

$66,000

Higher top officer pay than 43% of similar nonprofits.

Top officer pay equals 11.9% of source-year revenue.

2022 filings • $5M-$10M nonprofits • Source year 2022

Asset Growth

20th percentile

-9.1%

Faster asset growth than 20% of similar nonprofits.

2022 filings • $5M-$10M nonprofits • Annualized from 2021 to 2022

Revenue Growth

13th percentile

-48%

Faster revenue growth than 13% of similar nonprofits.

2022 filings • $5M-$10M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets34th percentile

Assets

Down

$8,407,257

Down $840,861 (-9.1%) from 2021

Net Assets

Down

$8,350,808

Down $877,466 (-9.5%) from 2021

Liabilities

Up

$56,449

Up $36,605 (+184%) from 2021

Revenue And Expenses
Liabilities / Revenue50th percentileNet Margin55th percentile

Revenue

Down

$555,011

Down $515,758 (-48%) from 2021

Expenses

Up

$504,653

Up $78,268 (+18%) from 2021

Net Income

Down

$50,358

Down $594,026 (-92%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth20th percentile

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

$10M$5.0M$0Assets 2017: $6,701,887Liabilities 2017: $26,520Net Assets 2017: $6,675,3672017Assets 2020: $7,660,820Liabilities 2020: $19,692Net Assets 2020: $7,641,1282020Assets 2021: $9,248,118Liabilities 2021: $19,844Net Assets 2021: $9,228,2742021Assets 2022: $8,407,257Liabilities 2022: $56,449Net Assets 2022: $8,350,8082022Assets 2023: $8,577,031Liabilities 2023: $31,721Net Assets 2023: $8,545,3102023Assets 2024: $9,229,162Liabilities 2024: $23,677Net Assets 2024: $9,205,4852024Assets 2025: $9,773,730Liabilities 2025: $28,237Net Assets 2025: $9,745,4932025

Highlighted filing

2022

Assets$8,407,257
Liabilities$56,449
Net Assets$8,350,808
Open 2022 Filing

Operations Trend

Revenue Growth13th percentile

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

$1.5M$1.0M$500K$0-$500KRevenue 2017: $658,726Expenses 2017: $494,373Net Income 2017: $164,3532017Revenue 2020: $367,897Expenses 2020: $458,635Net Income 2020: -$90,7382020Revenue 2021: $1,070,769Expenses 2021: $426,385Net Income 2021: $644,3842021Revenue 2022: $555,011Expenses 2022: $504,653Net Income 2022: $50,3582022Revenue 2023: $548,012Expenses 2023: $519,879Net Income 2023: $28,1332023Revenue 2024: $608,834Expenses 2024: $519,034Net Income 2024: $89,8002024Revenue 2025: $1,003,003Expenses 2025: $499,661Net Income 2025: $503,3422025

Highlighted filing

2022

Revenue$555,011
Expenses$504,653
Net Income$50,358
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Aug 1, 2021 to Jul 31, 2022
Signed
Oct 31, 2022
Return Version
2021v4.2
Gross Receipts
$883,490
Mission and Program Overview

Mission

Domestic fraternal association

Strengthen the masonic way of life by improving individual character, leadership and spirit of its members through relevant 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 in Publicly Traded Securities$8,224,590$7,287,263▼ $937,327
Land, Buildings, and Equipment, Net$879,953$872,621▼ $7,332
Cash and Non-Interest-Bearing Accounts$76,523$175,170▲ $98,647
Savings and Temporary Cash Investments$66,932$66,946▲ $14
Accounts Receivable-$3,970-
Prepaid Expenses and Deferred Charges$120$1,287▲ $1,167
Total Assets$9,248,118$8,407,257▼ $840,861
Liabilities
Accounts Payable and Accrued Expenses$18,319$53,499▲ $35,180
Deferred Revenue$1,525$2,950▲ $1,425
Total Liabilities$19,844$56,449▲ $36,605
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$7,999,649$7,225,318▼ $774,331
Net Assets With Donor Restrictions$1,228,625$1,125,490▼ $103,135
Total Net Assets Fund Balance$9,228,274$8,350,808▼ $877,466
Total Liabilities and Net Assets / Fund Balance$9,248,118$8,407,257▼ $840,861

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$355,882$774,583$1,130,465
Land$388,949-$388,949
Leasehold Improvements$102,622$36,360$138,982
Other Land Buildings$22,991$62,975$85,966
Equipment$2,177$60,991$63,168
Compensation and Service Providers
Top Officer Pay43rd percentile

Employees

NameTitleFull / Part TimeBaseTotal
Robert F KeuperExecutive SecretaryFT$66,000$66,000

Board Members and Trustees

NameTitle
Donald D ShefferMost Wise Master/trustee
Francisco C FotiaTrustee
Timothy F LawsonTrustee
H Jason AuvilCommander-in-chief
Matthew K PollardCommander-in-chief
John a BridegroomMost Wise Master
Wayne L HodgettsSovereign Prince
Robert a GuthrieThrice Potent Master
Mitchell a HulvaTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$20,346
Program Service Revenue
$132,325
Investment Income
$367,842
Other Revenue
$34,498
All Other Contributions
$20,346
Change in Net Assets
$50,358
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$411,114
Salaries, Compensation, and Employee Benefits$89,739
Grants and Similar Amounts Paid$3,800
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Occupancy---$132,813
Current Officers, Directors, Trustees, and Key Employees---$66,000
Payments to Affiliates---$53,122
Insurance---$49,804
Depreciation Depletion---$49,645
Fees for Service Investment Mgmnt Fees---$38,732
Fees for Services Other---$18,783
Pension Plan Contributions---$18,600
Office Expenses---$7,887
Fees for Services Accounting---$6,299
Payroll Taxes---$5,139
Grants to Domestic Individuals---$3,800
Other Expenses---$1,905
Travel---$1,897
Total Functional Expenses$0$0$0$504,653
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
Yes
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
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 A, Line 6

“The organization has members that elect the members of the governing body.”

Form 990, Part VI, Section A, Line 7A

“The members elect certain new officers by a majority vote annually.”

Form 990, Part VI, Section B, Line 11B

“The organization's executive director reviews the form 990 and discusses its contents with the board before the return is filed.”

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

“The organization has a conflict of interest policy and it is monitored by the supreme council.”

Form 990, Part VI, Section B, Line 15

“The process for determining compensation for the organization's ceo, executive director, top management official and other officers or key employees of the organization is determined by the board of directors.”

Form 990, Part VI, Section C, Line 19

“The organization makes its governing documents, conflict of interest policy, and financial statements available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Ancient Accepted Scottish Rite of
EIN
35-0146565
Phone
5742333158
Address
427 N MAIN STREET, SOUTH BEND, IN 46601
Doing Business As
Valley of South Bend

Signing Officer

Name
Robert Keuper
Title
Executive Director
Phone
5742333158
Signed
2022-10-31
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Robert Keuper
Formed
1925
Legal Domicile
In
Voting Board Members
9
Independent Board Members
9
Employees
1
Volunteers
0

Preparer

Firm
Kruggel Lawton & Company LLC
Address
210 S MICHIGAN ST SUITE 200, SOUTH BEND, IN 46601
Preparer
James B Champer
Phone
5742894011
Supplemental Narrative

Additional Explanations

FORM 990, PART XII, LINE 2C:

“The organization does have a committee that assumes oversight of the financial statement preparation and the procedures have remained unchanged from prior years.”

Financial Statement Notes

PART X, LINE 2:

“The organization is a not-for-profit organization that is exempt from income taxes under section 501(c)(10) of the internal revenue code. The income taxes topic, fasb asc 740, clarifies the accounting for uncertainty in income taxes recognized in an entity's financial statements. Asc 740 requires an entity to disclose the nature of uncertain tax positions taken, if any, when filing its income tax return utilizing a two-step process to recognize and measure any uncertain tax positions taken. The entity recognizes a tax benefit only if it is more likely than not the position would be sustained in a tax examination, with a tax examination being presumed to occur. No tax benefit will be recorded on tax positions not meeting the more likely than not test. Interest and penalties accrued or incurred, if any, as a result of applying asc 740 will be recorded to interest expense and other expense, respectively. Based on its evaluation, the organization has concluded that there are no uncertain tax positions requiring recognition in its financial statements. The organization's evaluation was performed for all federal and state tax periods still subject to examination. The organization's 2018 through 2020 federal and state exempt organization returns remain subject to examination by the irs and state taxing authority.”

Raw XML Appendix394 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
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IRS990/ActivityOrMissionDesc0STRENGTHEN THE MASONIC WAY OF LIFE BY IMPROVING INDIVIDUAL CHARACTER, LEADERSHIP AND SPIRIT OF ITS MEMBERS THROUGH RELEVANT PROGRAMS.INSPIRE MEN TO SUPPORT THE PRINCIPLES OF FREEMASONRY AND PROMOTE FAMILY AND COMMUNITY VALUES.SERVE MANKIND THROUGH THE IMPACT OF EXTENSIVE CHARITABLE OUTREACH.
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IRS990/Form990PartVIISectionAGrp/TitleTxt5MOST WISE MASTER
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IRS990/PYRevenuesLessExpensesAmt0644384
IRS990/PYSalariesCompEmpBnftPaidAmt089739
IRS990/PYTotalExpensesAmt0426385
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt01070769
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt050358
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RentalIncomeOrLossGrp/RealAmt034498
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt066932
IRS990/SavingsAndTempCashInvstGrp/EOYAmt066946
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/BuildingsGrp/BookValueAmt0355882
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0774583
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt01130465
IRS990ScheduleD/EquipmentGrp/BookValueAmt02177
IRS990ScheduleD/EquipmentGrp/DepreciationAmt060991
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt063168
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/LandGrp/BookValueAmt0388949
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0388949
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt0102622
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt036360
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt0138982
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt022991
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt062975
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt085966
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION IS A NOT-FOR-PROFIT ORGANIZATION THAT IS EXEMPT FROM INCOME TAXES UNDER SECTION 501(C)(10) OF THE INTERNAL REVENUE CODE. THE INCOME TAXES TOPIC, FASB ASC 740, CLARIFIES THE ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES RECOGNIZED IN AN ENTITY'S FINANCIAL STATEMENTS. ASC 740 REQUIRES AN ENTITY TO DISCLOSE THE NATURE OF UNCERTAIN TAX POSITIONS TAKEN, IF ANY, WHEN FILING ITS INCOME TAX RETURN UTILIZING A TWO-STEP PROCESS TO RECOGNIZE AND MEASURE ANY UNCERTAIN TAX POSITIONS TAKEN. THE ENTITY RECOGNIZES A TAX BENEFIT ONLY IF IT IS MORE LIKELY THAN NOT THE POSITION WOULD BE SUSTAINED IN A TAX EXAMINATION, WITH A TAX EXAMINATION BEING PRESUMED TO OCCUR. NO TAX BENEFIT WILL BE RECORDED ON TAX POSITIONS NOT MEETING THE MORE LIKELY THAN NOT TEST. INTEREST AND PENALTIES ACCRUED OR INCURRED, IF ANY, AS A RESULT OF APPLYING ASC 740 WILL BE RECORDED TO INTEREST EXPENSE AND OTHER EXPENSE, RESPECTIVELY. BASED ON ITS EVALUATION, THE ORGANIZATION HAS CONCLUDED THAT THERE ARE NO UNCERTAIN TAX POSITIONS REQUIRING RECOGNITION IN ITS FINANCIAL STATEMENTS. THE ORGANIZATION'S EVALUATION WAS PERFORMED FOR ALL FEDERAL AND STATE TAX PERIODS STILL SUBJECT TO EXAMINATION. THE ORGANIZATION'S 2018 THROUGH 2020 FEDERAL AND STATE EXEMPT ORGANIZATION RETURNS REMAIN SUBJECT TO EXAMINATION BY THE IRS AND STATE TAXING AUTHORITY.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0872621
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION HAS MEMBERS THAT ELECT THE MEMBERS OF THE GOVERNING BODY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE MEMBERS ELECT CERTAIN NEW OFFICERS BY A MAJORITY VOTE ANNUALLY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ORGANIZATION'S EXECUTIVE DIRECTOR REVIEWS THE FORM 990 AND DISCUSSES ITS CONTENTS WITH THE BOARD BEFORE THE RETURN IS FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE ORGANIZATION HAS A CONFLICT OF INTEREST POLICY AND IT IS MONITORED BY THE SUPREME COUNCIL.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE PROCESS FOR DETERMINING COMPENSATION FOR THE ORGANIZATION'S CEO, EXECUTIVE DIRECTOR, TOP MANAGEMENT OFFICIAL AND OTHER OFFICERS OR KEY EMPLOYEES OF THE ORGANIZATION IS DETERMINED BY THE BOARD OF DIRECTORS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6THE ORGANIZATION DOES HAVE A COMMITTEE THAT ASSUMES OVERSIGHT OF THE FINANCIAL STATEMENT PREPARATION AND THE PROCEDURES HAVE REMAINED UNCHANGED FROM PRIOR YEARS.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION B, LINE 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PART XII, LINE 2C:
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0IN
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt09248118
IRS990/TotalAssetsEOYAmt08407257
IRS990/TotalAssetsGrp/BOYAmt09248118
IRS990/TotalAssetsGrp/EOYAmt08407257
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt020346
IRS990/TotalEmployeeCnt01
IRS990/TotalFunctionalExpensesGrp/TotalAmt0504653
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt019844
IRS990/TotalLiabilitiesEOYAmt056449
IRS990/TotalLiabilitiesGrp/BOYAmt019844
IRS990/TotalLiabilitiesGrp/EOYAmt056449
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt09228274
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt08350808
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceRevenueAmt0132325
IRS990/TotalReportableCompFromOrgAmt066000
IRS990/TotalRevenueGrp/ExclusionAmt0367842
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0166823
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0555011
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt09248118
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt08407257
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/TotalAmt01897
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IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
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IRS990/USAddress/ZIPCd046601
IRS990/VotingMembersGoverningBodyCnt09
IRS990/VotingMembersIndependentCnt09
IRS990/WebsiteAddressTxt0WWW.SCOTTISHRITENMJ.ORG
IRS990/WhistleblowerPolicyInd01
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0ROBERT KEUPER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum05742333158
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-10-31
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ANCIENT ACCEPTED SCOTTISH RITE OF
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FREEMASONRY NMJ SOUTH BEND INDIANA
ReturnHeader/Filer/BusinessNameControlTxt0ANCI
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ReturnHeader/Filer/PhoneNum05742333158
ReturnHeader/Filer/USAddress/AddressLine1Txt0427 N MAIN STREET
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ReturnHeader/Filer/USAddress/StateAbbreviationCd0IN
ReturnHeader/Filer/USAddress/ZIPCd046601
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0351307701
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0KRUGGEL LAWTON & COMPANY LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0210 S MICHIGAN ST SUITE 200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SOUTH BEND
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd046601
ReturnHeader/PreparerPersonGrp/PhoneNum05742894011
ReturnHeader/PreparerPersonGrp/PreparationDt02022-10-31
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JAMES B CHAMPER
ReturnHeader/ReturnTs02022-12-15T12:13:36-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0ROBERT
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0KEUPER
ReturnHeader/TaxPeriodBeginDt02021-08-01
ReturnHeader/TaxPeriodEndDt02022-07-31
ReturnHeader/TaxYr02021

Document Assets

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Filings

Displayed year

2022 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$8,407,257
Liabilities
$56,449
Net assets
$8,350,808
Revenue
$555,011
Expenses
$504,653
Net income
$50,358
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$9.77$0.03$9.75$1.00$0.50$0.50
2024Detailed filing. Detailed filing data is available for this year.$9.23$0.02$9.21$0.61$0.52$0.09
2023Detailed filing. Detailed filing data is available for this year.$8.58$0.03$8.55$0.55$0.52$0.03
2022Detailed filing. Detailed filing data is available for this year.$8.41$0.06$8.35$0.56$0.50$0.05
2021Detailed filing. Detailed filing data is available for this year.$9.25$0.02$9.23$1.07$0.43$0.64
2020Detailed filing. Detailed filing data is available for this year.$7.66$0.02$7.64$0.37$0.46$0.09
2017Detailed filing. Detailed filing data is available for this year.$6.70$0.03$6.68$0.66$0.49$0.16