Civic Intelligence

Ancient Accepted Scottish Rite of Free Masonry Nmj

990EZ • Fiscal year 2025 • EIN 39-0255630

Aug 01, 2024 to Jul 31, 2025 • Filed on Dec 15, 2025

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

75th percentile

0.00x

Higher debt load relative to assets than 75% of similar nonprofits.

2025 filings • 501(c)10 • <$500k nonprofits • Source year 2025

Liabilities / Revenue

75th percentile

0.00x

Higher debt load relative to revenue than 75% of similar nonprofits.

2025 filings • 501(c)10 • <$500k nonprofits • Source year 2025

Net Margin

66th percentile

17%

Higher net margin than 66% of similar nonprofits.

2025 filings • 501(c)10 • <$500k nonprofits • Source year 2025

Top Officer Pay

96th percentile

$8,900

Higher top officer pay than 96% of similar nonprofits.

Top officer pay equals 8.4% of source-year revenue.

2025 filings • 501(c)10 • <$500k nonprofits • Source year 2025

Asset Growth

68th percentile

11%

Faster asset growth than 68% of similar nonprofits.

2025 filings • 501(c)10 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

76th percentile

21%

Faster revenue growth than 76% of similar nonprofits.

2025 filings • 501(c)10 • <$500k nonprofits • Annualized from 2024 to 2025

Assets

Up

$180,981

Up $17,479 (+11%) from 2024

Net Assets

Up

$180,564

Up $17,565 (+11%) from 2024

Liabilities

Down

$417

Down $86 (-17%) from 2024

Revenue

Up

$106,043

Up $18,338 (+21%) from 2024

Expenses

Up

$88,478

Up $5,741 (+6.9%) from 2024

Net Income

Up

$17,565

Up $12,597 (+254%) from 2024

Historical Trend

Balance Sheet Trend

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

2025

Assets$180,981
Liabilities$417
Net Assets$180,564

Operations Trend

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

2025

Revenue$106,043
Expenses$88,478
Net Income$17,565
Jump To
Filing Snapshot
Filing Period
Aug 1, 2024 to Jul 31, 2025
Signed
Dec 15, 2025
Return Version
2024v5.2
Gross Receipts
$122,596
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

Employees

NameTitleFull / Part TimeBaseOtherTotal
LYLE N KOERNER JRSecretaryPT$8,900-$8,900
JEROME GEBERTTreasurer-$5,010-$5,010
STEVEN LASURETrustee-$2,275-$2,275
DAVID LARSONLt Commander-$0--
DANNY BOURASSALt Commander-$0--
MICHAEL A ABERNATHYCommander-$0--
DEAN SWETTTrustee-$0--
KEVIN SORENSONTrustee-$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
2025-12-15
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 $5,000.2

| Donee's Name: Eau Claire Masonic Board of Trustees | Donee's Address: 616 Graham Ave Eau Claire WI 54701 | Relationship of Donee: faternal org / landlord | Cash Amount Given: $6151

Other Expenses.1002

Office Expenses $3475

Other Expenses.1009

Depreciation $205

Other Expenses.1012

Insurance $831

Other Expenses.1

Dues $13980

Other Expenses.2

Reunion costs (supplies) $11802

Other Assets.1003

Machinery and Equipment - Beginning $205 Machinery and Equipment - Ending $0

Other Assets.1010

Inventories - Beginning $6401 Inventories - Ending $0

Total Liabilities.1001

Accounts Payable and Accrued Expenses - Beginning $503 Accounts Payable and Accrued Expenses - Ending $417

Raw XML Appendix153 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/PhoneNum07158327759
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0616 GRAHAM AVE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0EAU CLAIRE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0WI
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd054701
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0156896
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IRS990EZ/ExcessOrDeficitForYearAmt017565
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IRS990EZ/GrossReceiptsAmt0122596
IRS990EZ/GrossSalesOfInventoryAmt037843
IRS990EZ/GroupExemptionNum00259
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
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IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt055224
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0162999
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IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0162999
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0180564
IRS990EZ/OccupancyRentUtltsAndMaintAmt022455
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt04.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt73.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt05010
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt18900
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt72275
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JEROME GEBERT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1LYLE N KOERNER JR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2DAVID LARSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3DANNY BOURASSA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4MICHAEL A ABERNATHY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5DEAN SWETT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6KEVIN SORENSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7STEVEN LASURE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Lt Commander
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Lt Commander
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Commander
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Trustee
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Trustee
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7Trustee
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt06606
IRS990EZ/OtherExpensesTotalAmt030293
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0ASSISTANCE TO INDIVIDUALS
IRS990EZ/PrintingPublicationsPostageAmt0805
IRS990EZ/ProgramServiceRevenueAmt07738
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0ASSISTANCE TO INDIVIDUALS
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IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2SUPPORT CHILDREN'S LEARNING CENTERS
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt021808
IRS990EZ/SaleOfAssetsGrossAmt015975
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt0503
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt0417
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt088478
IRS990EZ/TotalRevenueAmt0106043
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0www.scottishritenmj.org
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0| Donee's Name: Eau Claire Masonic Board of Trustees | Donee's Address: 616 Graham Ave Eau Claire WI 54701 | Relationship of Donee: faternal org / landlord | Cash Amount Given: $6151
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Office Expenses $3475
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Depreciation $205
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Insurance $831
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Dues $13980
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5REUNION COSTS (SUPPLIES) $11802
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Machinery and Equipment - Beginning $205 Machinery and Equipment - Ending $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Inventories - Beginning $6401 Inventories - Ending $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Accounts Payable and Accrued Expenses - Beginning $503 Accounts Payable and Accrued Expenses - Ending $417
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Grants and Similar Amounts Paid In Excess of $5,000.2
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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
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JEROME GEBERT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-12-15
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/ReturnTs02025-12-15T07:18:57-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-08-01
ReturnHeader/TaxPeriodEndDt02025-07-31
ReturnHeader/TaxYr02024

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

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
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
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2025 filings • 501(c)10 • <$500k nonprofits