Civic Intelligence

Ancient Accepted Scottish Rite of Free Masonry Nmj

990EZ • Fiscal year 2024 • EIN 39-0255630

Aug 01, 2023 to Jul 31, 2024 • Filed on Nov 29, 2024

Organization Profilewww.scottishritenmj.org
PO Box 345Eau Claire, WI 54702

(715) 832-7759

Siviq Scores

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

Liabilities / Assets

72nd percentile

0.00x

Higher debt load relative to assets than 72% of similar nonprofits.

2024 filings • 501(c)10 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

72nd percentile

0.01x

Higher debt load relative to revenue than 72% of similar nonprofits.

2024 filings • 501(c)10 • <$500k nonprofits • Source year 2024

Net Margin

52nd percentile

5.7%

Higher net margin than 52% of similar nonprofits.

2024 filings • 501(c)10 • <$500k nonprofits • Source year 2024

Top Officer Pay

96th percentile

$10,200

Higher top officer pay than 96% of similar nonprofits.

Top officer pay equals 11.6% of source-year revenue.

2024 filings • 501(c)10 • <$500k nonprofits • Source year 2024

Asset Growth

53rd percentile

2.6%

Faster asset growth than 53% of similar nonprofits.

2024 filings • 501(c)10 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

65th percentile

18%

Faster revenue growth than 65% of similar nonprofits.

2024 filings • 501(c)10 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets72nd percentile

Assets

Up

$163,502

Up $4,193 (+2.6%) from 2023

Net Assets

Up

$162,999

Up $4,968 (+3.1%) from 2023

Liabilities

Down

$503

Down $775 (-61%) from 2023

Revenue And Expenses
Liabilities / Revenue72nd percentileNet Margin52nd percentile

Revenue

Up

$87,705

Up $13,195 (+18%) from 2023

Expenses

Down

$82,737

Down $2,963 (-3.5%) from 2023

Net Income

Up

$4,968

Up $16,158 (+144%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth53rd percentile

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

$200K$150K$100K$50K$0Assets 2011: $81,055Liabilities 2011: $02011Assets 2012: $128,013Liabilities 2012: $02012Assets 2013: $111,804Liabilities 2013: $6142013Assets 2014: $131,898Liabilities 2014: $5922014Assets 2015: $130,146Liabilities 2015: $3952015Assets 2016: $155,444Liabilities 2016: $7432016Assets 2017: $155,630Liabilities 2017: $1,7902017Assets 2018: $160,164Liabilities 2018: $1,5462018Assets 2019: $154,607Liabilities 2019: $2,4892019Assets 2020: $158,125Liabilities 2020: $9112020Assets 2021: $173,064Liabilities 2021: $1,106Net Assets 2021: $171,9582021Assets 2022: $170,500Liabilities 2022: $1,279Net Assets 2022: $169,2212022Assets 2023: $159,309Liabilities 2023: $1,278Net Assets 2023: $158,0312023Assets 2024: $163,502Liabilities 2024: $503Net Assets 2024: $162,9992024Assets 2025: $180,981Liabilities 2025: $417Net Assets 2025: $180,5642025

Highlighted filing

2024

Assets$163,502
Liabilities$503
Net Assets$162,999
Open 2024 Filing

Operations Trend

Revenue Growth65th percentile

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

$150K$100K$50K$0-$50KRevenue 2011: $44,767Expenses 2011: $61,570Net Income 2011: -$16,8032011Revenue 2012: $110,912Expenses 2012: $63,954Net Income 2012: $46,9582012Revenue 2013: $72,501Expenses 2013: $89,324Net Income 2013: -$16,8232013Revenue 2014: $95,031Expenses 2014: $74,915Net Income 2014: $20,1162014Revenue 2015: $86,303Expenses 2015: $87,858Net Income 2015: -$1,5552015Revenue 2016: $94,253Expenses 2016: $69,303Net Income 2016: $24,9502016Revenue 2017: $89,036Expenses 2017: $89,897Net Income 2017: -$8612017Revenue 2018: $78,423Expenses 2018: $73,645Net Income 2018: $4,7782018Revenue 2019: $62,797Expenses 2019: $69,297Net Income 2019: -$6,5002019Revenue 2020: $69,157Expenses 2020: $64,061Net Income 2020: $5,0962020Revenue 2021: $58,539Expenses 2021: $43,795Net Income 2021: $14,7442021Revenue 2022: $66,569Expenses 2022: $69,306Net Income 2022: -$2,7372022Revenue 2023: $74,510Expenses 2023: $85,700Net Income 2023: -$11,1902023Revenue 2024: $87,705Expenses 2024: $82,737Net Income 2024: $4,9682024Revenue 2025: $106,043Expenses 2025: $88,478Net Income 2025: $17,5652025

Highlighted filing

2024

Revenue$87,705
Expenses$82,737
Net Income$4,968
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Aug 1, 2023 to Jul 31, 2024
Signed
Nov 29, 2024
Return Version
2023v5.1
Gross Receipts
$107,621
Mission and Program Overview

Mission

Assistance to individuals

Program Services

DescriptionGrantsExpenses
ASSISTANCE TO INDIVIDUALS--
CHARITABLE OUTREACH--
SUPPORT CHILDREN'S LEARNING CENTERS--
Compensation and Service Providers
Top Officer Pay96th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
LYLE N KOERNER JRSecretaryPT$10,200-$10,200
JEROME GEBERTTreasurer-$4,404-$4,404
DAVID LARSONLt Commander-$0--
JOSEPH O BARLOWCommander Chief-$0--
MICHAEL A ABERNATHYLt Commander-$0--
DEAN SWETTTrustee-$0--
ALLEN MAZUKTrustee-$0--
STEVEN LASURETrustee-$0--
Filing and Contact Details

Filer

Filer Name
Ancient Accepted Scottish Rite
EIN
39-0255630
Phone
7158327759
Address
PO Box 345, Eau Claire, WI 54702

Signing Officer

Name
Jerome Gebert
Title
Treasurer
Signed
2024-11-29
Discuss with paid preparer
Yes

Preparer

Firm
Biesterveld & Spies LLC
Address
2141 ALTOONA AVE, EAU CLAIRE, WI 54701
Preparer
Gerald R Spies
Phone
7158328738
Supplemental Narrative

Additional Explanations

Grants and Similar Amounts Paid In Excess of $5,000.1

“| Donee's Name: DYSLEXIA LEARNING CENTER | Cash Amount Given: $6897”

Other Expenses.1002

“Office Expenses $6870”

Other Expenses.1009

“Depreciation $410”

Other Expenses.1012

“Insurance $851”

Other Expenses.1

“Dues $15397”

Other Expenses.2

“Reunion costs (supplies) $8465”

Other Assets.1003

“Machinery and Equipment - Beginning $615 Machinery and Equipment - Ending $205”

Other Assets.1010

“Inventories - Beginning $5671 Inventories - Ending $6401”

Total Liabilities.1001

“Accounts Payable and Accrued Expenses - Beginning $418 Accounts Payable and Accrued Expenses - Ending $503”

Total Liabilities.1

“Care Fund - Beginning $860 Care Fund - Ending $0”

Raw XML Appendix156 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0JEROME GEBERT
IRS990EZ/BooksInCareOfDetail/PhoneNum07158327759
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0616 GRAHAM AVE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0EAU CLAIRE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0WI
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd054701
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0153023
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0156896
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt06114
IRS990EZ/CostOfGoodsSoldAmt013739
IRS990EZ/CostOrOtherBasisExpenseSaleAmt06177
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt04968
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt01850
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0159309
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0163502
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GainOrLossFromSaleOfAssetsAmt011771
IRS990EZ/GrantsAndSimilarAmountsPaidAmt07757
IRS990EZ/GrossProfitLossSlsOfInvntryAmt017043
IRS990EZ/GrossReceiptsAmt0107621
IRS990EZ/GrossSalesOfInventoryAmt030782
IRS990EZ/GroupExemptionNum00259
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt03244
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt043973
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0158031
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0162999
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0158031
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0162999
IRS990EZ/OccupancyRentUtltsAndMaintAmt016658
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt04.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt18.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt04404
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt110200
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JEROME GEBERT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1LYLE N KOERNER JR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2DAVID LARSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3JOSEPH O BARLOW
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4MICHAEL A ABERNATHY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5DEAN SWETT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6ALLEN MAZUK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7STEVEN LASURE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Lt Commander
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3COMMANDER CHIEF
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4LT COMMANDER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Trustee
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Trustee
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7Trustee
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt06286
IRS990EZ/OtherAssetsTotalDetail/EOYAmt06606
IRS990EZ/OtherExpensesTotalAmt031993
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0ASSISTANCE TO INDIVIDUALS
IRS990EZ/PrintingPublicationsPostageAmt02540
IRS990EZ/ProgramServiceRevenueAmt05560
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0ASSISTANCE TO INDIVIDUALS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1CHARITABLE OUTREACH
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2SUPPORT CHILDREN'S LEARNING CENTERS
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt021939
IRS990EZ/SaleOfAssetsGrossAmt017948
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt01278
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt0503
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt082737
IRS990EZ/TotalRevenueAmt087705
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0www.scottishritenmj.org
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0| Donee's Name: DYSLEXIA LEARNING CENTER | Cash Amount Given: $6897
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Office Expenses $6870
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Depreciation $410
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Insurance $851
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Dues $15397
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5REUNION COSTS (SUPPLIES) $8465
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Machinery and Equipment - Beginning $615 Machinery and Equipment - Ending $205
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Inventories - Beginning $5671 Inventories - Ending $6401
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Accounts Payable and Accrued Expenses - Beginning $418 Accounts Payable and Accrued Expenses - Ending $503
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Care Fund - Beginning $860 Care Fund - Ending $0
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Grants and Similar Amounts Paid In Excess of $5,000.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1009
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Assets.1003
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Assets.1010
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Total Liabilities.1001
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Total Liabilities.1
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JEROME GEBERT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-11-29
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Ancient Accepted Scottish Rite
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0of Freemasonry NMJ Valley of Eau Claire
ReturnHeader/Filer/BusinessNameControlTxt0ANCI
ReturnHeader/Filer/EIN0390255630
ReturnHeader/Filer/PhoneNum07158327759
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 345
ReturnHeader/Filer/USAddress/CityNm0Eau Claire
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd054702
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0391776318
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BIESTERVELD & SPIES LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02141 ALTOONA AVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0EAU CLAIRE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd054701
ReturnHeader/PreparerPersonGrp/PhoneNum07158328738
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0GERALD R SPIES
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02024-11-29T11:13:18-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-08-01
ReturnHeader/TaxPeriodEndDt02024-07-31
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$163,502
Liabilities
$503
Net assets
$162,999
Revenue
$87,705
Expenses
$82,737
Net income
$4,968
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.81$0.00$1.81$1.06$0.88$0.18
2024Detailed filing. Detailed filing data is available for this year.$1.64$0.01$1.63$0.88$0.83$0.05
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.59$0.01$1.58$0.75$0.86$0.11
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.71$0.01$1.69$0.67$0.69$0.03
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.73$0.01$1.72$0.59$0.44$0.15
2020Summary only. Only limited summary data is available for this year.$1.58$0.01$0.69$0.64$0.05
2019Summary only. Only limited summary data is available for this year.$1.55$0.02$0.63$0.69$0.07
2018Summary only. Only limited summary data is available for this year.$1.60$0.02$0.78$0.74$0.05
2017Summary only. Only limited summary data is available for this year.$1.56$0.02$0.89$0.90$0.01
2016Summary only. Only limited summary data is available for this year.$1.55$0.01$0.94$0.69$0.25
2015Summary only. Only limited summary data is available for this year.$1.30$0.00$0.86$0.88$0.02
2014Summary only. Only limited summary data is available for this year.$1.32$0.01$0.95$0.75$0.20
2013Summary only. Only limited summary data is available for this year.$1.12$0.01$0.73$0.89$0.17
2012Summary only. Only limited summary data is available for this year.$1.28$0.00$1.11$0.64$0.47
2011Summary only. Only limited summary data is available for this year.$0.81$0.00$0.45$0.62$0.17