Civic Intelligence

Ancient Accepted Scottish Rite of Free Masonry Nmj

990EZ • Fiscal year 2023 • EIN 39-0255630

Aug 01, 2022 to Jul 31, 2023 • Filed on Dec 22, 2023

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

76th percentile

0.01x

Higher debt load relative to assets than 76% of similar nonprofits.

2023 filings • 501(c)10 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

74th percentile

0.02x

Higher debt load relative to revenue than 74% of similar nonprofits.

2023 filings • 501(c)10 • <$500k nonprofits • Source year 2023

Net Margin

25th percentile

-15%

Higher net margin than 25% of similar nonprofits.

2023 filings • 501(c)10 • <$500k nonprofits • Source year 2023

Top Officer Pay

96th percentile

$10,095

Higher top officer pay than 96% of similar nonprofits.

Top officer pay equals 13.5% of source-year revenue.

2023 filings • 501(c)10 • <$500k nonprofits • Source year 2023

Asset Growth

26th percentile

-6.6%

Faster asset growth than 26% of similar nonprofits.

2023 filings • 501(c)10 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

60th percentile

12%

Faster revenue growth than 60% of similar nonprofits.

2023 filings • 501(c)10 • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets76th percentile

Assets

Down

$159,309

Down $11,191 (-6.6%) from 2022

Net Assets

Down

$158,031

Down $11,190 (-6.6%) from 2022

Liabilities

Down

$1,278

Down $1 (-0.1%) from 2022

Revenue And Expenses
Liabilities / Revenue74th percentileNet Margin25th percentile

Revenue

Up

$74,510

Up $7,941 (+12%) from 2022

Expenses

Up

$85,700

Up $16,394 (+24%) from 2022

Net Income

Down

-$11,190

Down $8,453 (-309%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth26th 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

2023

Assets$159,309
Liabilities$1,278
Net Assets$158,031
Open 2023 Filing

Operations Trend

Revenue Growth60th 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

2023

Revenue$74,510
Expenses$85,700
Net Income-$11,190
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Aug 1, 2022 to Jul 31, 2023
Signed
Dec 22, 2023
Return Version
2022v5.0
Gross Receipts
$80,889
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$10,095-$10,095
JEROME GEBERTTreasurer-$4,531-$4,531
DAVID LARSONLt Commander-$0--
JOSEPH O BARLOWCommander Chief-$0--
MICHAEL A ABERNATHYLt Commander-$0--
DEAN SWETTTrustee-$0--
ALLEN MAZUKTrustee-$0--
DAVID IMLAHTrustee-$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
2023-12-22
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

Other Expenses.1002

“Office Expenses $7363”

Other Expenses.1009

“Depreciation $409”

Other Expenses.1012

“Insurance $562”

Other Expenses.1

“Dues $17012”

Other Expenses.2

“Reunion costs (supplies) $9503”

Other Assets.1003

“Machinery and Equipment - Beginning $1024 Machinery and Equipment - Ending $615”

Other Assets.1010

“Inventories - Beginning $6470 Inventories - Ending $5671”

Total Liabilities.1001

“Accounts Payable and Accrued Expenses - Beginning $419 Accounts Payable and Accrued Expenses - Ending $418”

Total Liabilities.1

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

Raw XML Appendix160 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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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/BOYAmt0163006
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0153023
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt03771
IRS990EZ/CostOfGoodsSoldAmt05895
IRS990EZ/CostOrOtherBasisExpenseSaleAmt0484
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-11190
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt01850
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
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IRS990EZ/Form990TotalAssetsGrp/EOYAmt0159309
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IRS990EZ/GrantsAndSimilarAmountsPaidAmt05898
IRS990EZ/GrossProfitLossSlsOfInvntryAmt08995
IRS990EZ/GrossReceiptsAmt080889
IRS990EZ/GrossSalesOfInventoryAmt014890
IRS990EZ/GroupExemptionNum00259
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt04397
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt049902
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0169221
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0158031
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0169221
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0158031
IRS990EZ/OccupancyRentUtltsAndMaintAmt017081
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/CompensationAmt04531
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt110095
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/PersonNm7DAVID IMLAH
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/BOYAmt07494
IRS990EZ/OtherAssetsTotalDetail/EOYAmt06286
IRS990EZ/OtherExpensesTotalAmt034849
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0ASSISTANCE TO INDIVIDUALS
IRS990EZ/PrintingPublicationsPostageAmt03976
IRS990EZ/ProgramServiceRevenueAmt07287
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0ASSISTANCE TO INDIVIDUALS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1CHARITABLE OUTREACH
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2SUPPORT CHILDREN'S LEARNING CENTERS
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt022046
IRS990EZ/SaleOfAssetsGrossAmt0642
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt01279
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt01278
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt085700
IRS990EZ/TotalRevenueAmt074510
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0www.scottishritenmj.org
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Office Expenses $7363
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Depreciation $409
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Insurance $562
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Dues $17012
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4REUNION COSTS (SUPPLIES) $9503
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Machinery and Equipment - Beginning $1024 Machinery and Equipment - Ending $615
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Inventories - Beginning $6470 Inventories - Ending $5671
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Accounts Payable and Accrued Expenses - Beginning $419 Accounts Payable and Accrued Expenses - Ending $418
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Care Fund - Beginning $860 Care Fund - Ending $860
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1009
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Assets.1003
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Assets.1010
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Total Liabilities.1001
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Total Liabilities.1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JEROME GEBERT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-12-22
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/ReturnTs02023-12-22T12:36:11-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JEROME
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0GEBERT
ReturnHeader/TaxPeriodBeginDt02022-08-01
ReturnHeader/TaxPeriodEndDt02023-07-31
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$159,309
Liabilities
$1,278
Net assets
$158,031
Revenue
$74,510
Expenses
$85,700
Net income
-$11,190
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
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.64$0.01$1.63$0.88$0.83$0.05
2023Detailed filing. Detailed filing data is available for this year.$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