Civic Intelligence

Ancient & Accepted Scottish Rite of Free Masonry So Juris USA

990 • Fiscal year 2016 • EIN 41-0123214

Jul 01, 2015 to Jun 30, 2016 • Filed on Nov 10, 2016

200 Plato Boulevard EastSt Paul, MN 55107-1618

(651) 222-2676

Siviq Scores

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

Liabilities / Assets

46th percentile

0.00x

Higher debt load relative to assets than 46% of similar nonprofits.

2016 filings • 501(c)10 • $1M-$5M nonprofits • Source year 2016

Liabilities / Revenue

46th percentile

0.01x

Higher debt load relative to revenue than 46% of similar nonprofits.

2016 filings • 501(c)10 • $1M-$5M nonprofits • Source year 2016

Net Margin

6th percentile

-107%

Higher net margin than 6% of similar nonprofits.

2016 filings • 501(c)10 • $1M-$5M nonprofits • Source year 2016

Top Officer Pay

80th percentile

$13,849

Higher top officer pay than 80% of similar nonprofits.

Top officer pay equals 16.6% of source-year revenue.

2016 filings • 501(c)10 • $1M-$5M nonprofits • Source year 2016

Asset Growth

3rd percentile

-10%

Faster asset growth than 3% of similar nonprofits.

2016 filings • 501(c)10 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Revenue Growth

15th percentile

-35%

Faster revenue growth than 15% of similar nonprofits.

2016 filings • 501(c)10 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Assets

Down

$1,559,855

Down $181,151 (-10%) from 2015

Net Assets

Down

$1,559,435

Down $178,845 (-10%) from 2015

Liabilities

Down

$420

Down $2,306 (-85%) from 2015

Revenue

Down

$83,369

Down $45,392 (-35%) from 2015

Expenses

Up

$172,711

Up $20,814 (+14%) from 2015

Net Income

Down

-$89,342

Down $66,206 (-286%) from 2015

Historical Trend

Balance Sheet Trend

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

$2.0M$1.5M$1.0M$500K$0Assets 2011: $1,903,608Liabilities 2011: $1,269Net Assets 2011: $1,902,3392011Assets 2012: $1,739,147Liabilities 2012: $1,228Net Assets 2012: $1,737,9192012Assets 2013: $1,725,104Liabilities 2013: $2,784Net Assets 2013: $1,722,3202013Assets 2014: $1,807,822Liabilities 2014: $50Net Assets 2014: $1,807,7722014Assets 2015: $1,741,006Liabilities 2015: $2,726Net Assets 2015: $1,738,2802015Assets 2016: $1,559,855Liabilities 2016: $420Net Assets 2016: $1,559,4352016Assets 2017: $1,660,202Liabilities 2017: $592Net Assets 2017: $1,659,6102017Assets 2018: $1,647,352Liabilities 2018: $0Net Assets 2018: $1,647,3522018Assets 2019: $1,635,106Liabilities 2019: $0Net Assets 2019: $1,635,1062019Assets 2020: $1,574,596Liabilities 2020: $410Net Assets 2020: $1,574,1862020Assets 2021: $1,683,727Liabilities 2021: $0Net Assets 2021: $1,683,7272021Assets 2022: $1,420,002Liabilities 2022: $0Net Assets 2022: $1,420,0022022Assets 2023: $1,404,979Liabilities 2023: $0Net Assets 2023: $1,404,9792023Assets 2024: $1,430,500Liabilities 2024: $0Net Assets 2024: $1,430,5002024Assets 2025: $1,457,346Liabilities 2025: $0Net Assets 2025: $1,457,3462025

Highlighted filing

2016

Assets$1,559,855
Liabilities$420
Net Assets$1,559,435

Operations Trend

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

$200K$100K$0-$100KExpenses 2011: $176,9592011Expenses 2012: $171,3172012Revenue 2013: $112,806Expenses 2013: $147,675Net Income 2013: -$34,8692013Revenue 2014: $154,847Expenses 2014: $161,233Net Income 2014: -$6,3862014Revenue 2015: $128,761Expenses 2015: $151,897Net Income 2015: -$23,1362015Revenue 2016: $83,369Expenses 2016: $172,711Net Income 2016: -$89,3422016Revenue 2017: $88,694Expenses 2017: $120,736Net Income 2017: -$32,0422017Revenue 2018: $82,136Expenses 2018: $161,757Net Income 2018: -$79,6212018Revenue 2019: $111,786Expenses 2019: $143,741Net Income 2019: -$31,9552019Revenue 2020: $87,894Expenses 2020: $138,942Net Income 2020: -$51,0482020Revenue 2021: $150,699Expenses 2021: $129,326Net Income 2021: $21,3732021Revenue 2022: $97,960Expenses 2022: $194,916Net Income 2022: -$96,9562022Revenue 2023: $116,844Expenses 2023: $171,460Net Income 2023: -$54,6162023Revenue 2024: $96,616Expenses 2024: $164,982Net Income 2024: -$68,3662024Revenue 2025: $72,206Expenses 2025: $147,523Net Income 2025: -$75,3172025

Highlighted filing

2016

Revenue$83,369
Expenses$172,711
Net Income-$89,342
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Nov 10, 2016
Return Version
2015v2.1
Gross Receipts
$201,870
Mission and Program Overview

Mission

The ancient & accepted scottish rite of freemasonry is, above all else, an educational institution. We seek not to teach men the truth but, instead, a way to the truth.

Fraternity with philanthropic mission.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$1,473,567$1,305,870▼ $167,697
Investments Program Related$215,535$198,535▼ $17,000
Cash and Non-Interest-Bearing Accounts$29,088$33,220▲ $4,132
Savings and Temporary Cash Investments$20,586$20,000▼ $586
Inventories for Sale or Use$2,230$2,230→ $0
Land, Buildings, and Equipment, Net$0$0→ $0
Total Assets$1,741,006$1,559,855▼ $181,151
Liabilities
Accounts Payable and Accrued Expenses$2,726$420▼ $2,306
Total Liabilities$2,726$420▼ $2,306
Net Assets / Fund Balance
Unrestricted Net Assets$1,692,026$1,513,181▼ $178,845
Temporarily Rstr Net Assets$42,350$42,350→ $0
Permanently Rstr Net Assets$3,904$3,904→ $0
Total Net Assets Fund Balance$1,738,280$1,559,435▼ $178,845
Total Liabilities and Net Assets / Fund Balance$1,741,006$1,559,855▼ $181,151

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$0$28,814$28,814
Investment Program Related Org$198,535--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Bruce ShermanSecretary (former)PT$13,849$13,849

Board Members and Trustees

NameTitle
George CarlsonAlmoner
Keith ReiersonAsst. Personal Rep. Sgig
Chris ElmquistCommander
Jerry JohnsonCommander (former)
Todd HendersonMaster
Dayton BergMaster (former)
Leonard SmithPersonal Rep Sgig
Jerry OliverSgig in Minnesota
Robert GolderTreasurer
Shawn HunterVenerable Master
Steven JohnsonVenerable Master (former)
Eric BishopWise Master
Revenue and Support

Revenue Composition

Contributions and Grants
$1,936
Program Service Revenue
$47,262
Investment Income
$34,171
Other Revenue
$0
All Other Contributions
$1,936
Change in Net Assets
$-89,342
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$155,663
Salaries, Compensation, and Employee Benefits$14,948
Grants and Similar Amounts Paid$2,100
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Occupancy---$66,516
Office Expenses---$14,180
Current Officers, Directors, Trustees, and Key Employees---$13,849
Insurance---$12,191
Fees for Service Investment Mgmnt Fees---$7,353
Information Technology---$2,736
Grants to Domestic Individuals---$2,100
Fees for Services Accounting---$1,729
Payroll Taxes---$1,099
Other Expenses---$282
Total Functional Expenses$0$0$0$172,711
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
Backup withholding compliance
Yes
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
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 6

The fraternal organization has members.

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

There are 10 officers of the board, 4 are elected and voting members, and the other 6 are appointed.

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

Members approve by-laws, investments and high level decisions of the organization.

Form 990, Part VI, Section B, Line 11

The board of directors reviews the 990 before it is signed and filed.

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

The organization reviews any conflicts annually. The organization is also very aware of who they have financial dealings with during the year.

Form 990, Part VI, Section C, Line 19

All documents are made available upon request.

Filing and Contact Details

Filer

Filer Name
Ancient & Accepted Scottish Rite Valley
EIN
41-0123214
Phone
6512222676
Address
200 PLATO BOULEVARD EAST, ST PAUL, MN 55107-1618

Signing Officer

Name
Leonard Smith
Title
Personal Representative
Phone
6512222676
Signed
2016-11-10
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Leonard Smith
Formed
1859
Legal Domicile
Mn
Voting Board Members
4
Independent Board Members
4
Employees
1
Volunteers
0

Preparer

Firm
Mahoneyulbrichchristiansen & Russ Pa
Address
10 RIVER PARK PLAZA SUITE 800, SAINT PAUL, MN 55107
Preparer
Daniel J Flicek
Phone
6512276695
Raw XML AppendixShowing 400 of 417 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
IRS990/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt02726
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt0420
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0FRATERNITY WITH PHILANTHROPIC MISSION.
IRS990/AllOtherContributionsAmt01936
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/BackupWthldComplianceInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0LEONARD SMITH
IRS990/BooksInCareOfDetail/PhoneNum06512222676
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0200 PLATO BLVD EAST
IRS990/BooksInCareOfDetail/USAddress/CityNm0ST PAUL
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MN
IRS990/BooksInCareOfDetail/USAddress/ZIPCd0551071618
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOfficerEntInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/BOYAmt029088
IRS990/CashNonInterestBearingGrp/EOYAmt033220
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt013849
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt01936
IRS990/CYGrantsAndSimilarPaidAmt02100
IRS990/CYInvestmentIncomeAmt034171
IRS990/CYOtherExpensesAmt0155663
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt047262
IRS990/CYRevenuesLessExpensesAmt0-89342
IRS990/CYSalariesCompEmpBnftPaidAmt014948
IRS990/CYTotalExpensesAmt0172711
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt083369
IRS990/DecisionsSubjectToApprovaInd01
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0THE FRATERNITY PROVIDES A MEETING FACILITY, SOCIAL BENEFITS, AND MONTHLY PUBLICATIONS TO ITS MEMBERS. (APPROXIMATELY 400 MEMBERS) TWO SETS OF DEGREES WERE PRESENTED DURING THE YEAR FOR EDUCATIONAL PURPOSES.
IRS990/DescribedInSection501c3Ind00
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/ElectionOfBoardMembersInd01
IRS990/EmployeeCnt01
IRS990/EmploymentTaxReturnsFiledInd01
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/TotalAmt01729
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt07353
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt15.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt420.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt55.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt61.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt71.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt81.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt91.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt101.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt111.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt121.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd10X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd11X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd12X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OfficerInd5X
IRS990/Form990PartVIISectionAGrp/OfficerInd6X
IRS990/Form990PartVIISectionAGrp/OfficerInd7X
IRS990/Form990PartVIISectionAGrp/OfficerInd8X
IRS990/Form990PartVIISectionAGrp/OfficerInd9X
IRS990/Form990PartVIISectionAGrp/OfficerInd10X
IRS990/Form990PartVIISectionAGrp/OfficerInd11X
IRS990/Form990PartVIISectionAGrp/OfficerInd12X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt120
IRS990/Form990PartVIISectionAGrp/PersonNm0JERRY OLIVER
IRS990/Form990PartVIISectionAGrp/PersonNm1LEONARD SMITH
IRS990/Form990PartVIISectionAGrp/PersonNm2KEITH REIERSON
IRS990/Form990PartVIISectionAGrp/PersonNm3GEORGE CARLSON
IRS990/Form990PartVIISectionAGrp/PersonNm4BRUCE SHERMAN
IRS990/Form990PartVIISectionAGrp/PersonNm5ROBERT GOLDER
IRS990/Form990PartVIISectionAGrp/PersonNm6ERIC BISHOP
IRS990/Form990PartVIISectionAGrp/PersonNm7TODD HENDERSON
IRS990/Form990PartVIISectionAGrp/PersonNm8CHRIS ELMQUIST
IRS990/Form990PartVIISectionAGrp/PersonNm9SHAWN HUNTER
IRS990/Form990PartVIISectionAGrp/PersonNm10STEVEN JOHNSON
IRS990/Form990PartVIISectionAGrp/PersonNm11JERRY JOHNSON
IRS990/Form990PartVIISectionAGrp/PersonNm12DAYTON BERG
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt413849
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/TitleTxt0SGIG IN MINNESOTA
IRS990/Form990PartVIISectionAGrp/TitleTxt1PERSONAL REP SGIG
IRS990/Form990PartVIISectionAGrp/TitleTxt2ASST. PERSONAL REP. SGIG
IRS990/Form990PartVIISectionAGrp/TitleTxt3ALMONER
IRS990/Form990PartVIISectionAGrp/TitleTxt4SECRETARY (FORMER)
IRS990/Form990PartVIISectionAGrp/TitleTxt5TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt6WISE MASTER
IRS990/Form990PartVIISectionAGrp/TitleTxt7MASTER
IRS990/Form990PartVIISectionAGrp/TitleTxt8COMMANDER
IRS990/Form990PartVIISectionAGrp/TitleTxt9VENERABLE MASTER
IRS990/Form990PartVIISectionAGrp/TitleTxt10VENERABLE MASTER (FORMER)
IRS990/Form990PartVIISectionAGrp/TitleTxt11COMMANDER (FORMER)
IRS990/Form990PartVIISectionAGrp/TitleTxt12MASTER (FORMER)
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01859
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedInd00
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt07004
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt04
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt02100
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0125505
IRS990/GrossReceiptsAmt0201870
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt04
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/TotalAmt02736
IRS990/InsuranceGrp/TotalAmt012191
IRS990/InventoriesForSaleOrUseGrp/BOYAmt02230
IRS990/InventoriesForSaleOrUseGrp/EOYAmt02230
IRS990/InvestmentIncomeGrp/ExclusionAmt027167
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt027167
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsProgramRelatedGrp/BOYAmt0215535
IRS990/InvestmentsProgramRelatedGrp/EOYAmt0198535
IRS990/InvestmentsPubTradedSecGrp/BOYAmt01473567
IRS990/InvestmentsPubTradedSecGrp/EOYAmt01305870
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt028814
IRS990/LandBldgEquipBasisNetGrp/BOYAmt00
IRS990/LandBldgEquipBasisNetGrp/EOYAmt00
IRS990/LandBldgEquipCostOrOtherBssAmt028814
IRS990/LegalDomicileStateCd0MN
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0118501
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd01
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0THE ANCIENT & ACCEPTED SCOTTISH RITE OF FREEMASONRY IS, ABOVE ALL ELSE, AN EDUCATIONAL INSTITUTION. WE SEEK NOT TO TEACH MEN THE TRUTH BUT, INSTEAD, A WAY TO THE TRUTH.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt01738280
IRS990/NetAssetsOrFundBalancesEOYAmt01559435
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt07004
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt07004
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-89503
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/TotalAmt066516
IRS990/OfficeExpensesGrp/TotalAmt014180
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0PROGRAM EXPENSE
IRS990/OtherExpensesGrp/Desc1SUPREME COUNCIL EXPENSE
IRS990/OtherExpensesGrp/Desc2DEGREE EXPENSE
IRS990/OtherExpensesGrp/Desc3LIBRARY
IRS990/OtherExpensesGrp/TotalAmt026328
IRS990/OtherExpensesGrp/TotalAmt121714
IRS990/OtherExpensesGrp/TotalAmt22634
IRS990/OtherExpensesGrp/TotalAmt3282
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/TotalAmt01099
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt03904
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt03904
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0LEONARD SMITH
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/BusinessCd2900099
IRS990/ProgramServiceRevenueGrp/Desc0FRATERNAL EVENTS
IRS990/ProgramServiceRevenueGrp/Desc1MEMBERSHIP DUES
IRS990/ProgramServiceRevenueGrp/Desc2PROGRAMS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt023069
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt122983
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt21210
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt023069
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt122983
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt21210
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt01425
IRS990/PYGrantsAndSimilarPaidAmt01043
IRS990/PYInvestmentIncomeAmt079868
IRS990/PYOtherExpensesAmt0130280
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt047468
IRS990/PYRevenuesLessExpensesAmt0-23136
IRS990/PYSalariesCompEmpBnftPaidAmt020574
IRS990/PYTotalExpensesAmt0151897
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0128761
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0-89342
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd01
IRS990/SavingsAndTempCashInvstGrp/BOYAmt020586
IRS990/SavingsAndTempCashInvstGrp/EOYAmt020000
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/EquipmentGrp/BookValueAmt00
IRS990ScheduleD/EquipmentGrp/DepreciationAmt028814
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt028814
IRS990ScheduleD/InvstProgramRelatedOrgGrp/BookValueAmt0198535
IRS990ScheduleD/InvstProgramRelatedOrgGrp/Desc0INVESTMENT IN MASONIC TEMPLE BUILDING ASSOCIATION
IRS990ScheduleD/InvstProgramRelatedOrgGrp/MethodValuationCd0C
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalBookValueProgramRltdAmt0198535
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE FRATERNAL ORGANIZATION HAS MEMBERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THERE ARE 10 OFFICERS OF THE BOARD, 4 ARE ELECTED AND VOTING MEMBERS, AND THE OTHER 6 ARE APPOINTED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2MEMBERS APPROVE BY-LAWS, INVESTMENTS AND HIGH LEVEL DECISIONS OF THE ORGANIZATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE BOARD OF DIRECTORS REVIEWS THE 990 BEFORE IT IS SIGNED AND FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE ORGANIZATION REVIEWS ANY CONFLICTS ANNUALLY. THE ORGANIZATION IS ALSO VERY AWARE OF WHO THEY HAVE FINANCIAL DEALINGS WITH DURING THE YEAR.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5ALL DOCUMENTS ARE MADE AVAILABLE UPON REQUEST.
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 A, LINE 7B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd01
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0THE SCOTTISH RITE FOUNDATION OF ST PAUL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0MN
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0FRATERNAL FOUNDATION
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0PF
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt0200 PLATO BLVD EAST
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0SAINT PAUL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0MN
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd055107
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd01
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd01
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd01
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0MN
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TemporarilyRstrNetAssetsGrp/BOYAmt042350
IRS990/TemporarilyRstrNetAssetsGrp/EOYAmt042350
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt01741006
IRS990/TotalAssetsEOYAmt01559855
IRS990/TotalAssetsGrp/BOYAmt01741006
IRS990/TotalAssetsGrp/EOYAmt01559855
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt01936
IRS990/TotalEmployeeCnt01
IRS990/TotalFunctionalExpensesGrp/TotalAmt0172711
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt02726
IRS990/TotalLiabilitiesEOYAmt0420
IRS990/TotalLiabilitiesGrp/BOYAmt02726
IRS990/TotalLiabilitiesGrp/EOYAmt0420
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01738280
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01559435
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceRevenueAmt047262
IRS990/TotalReportableCompFromOrgAmt013849
IRS990/TotalRevenueGrp/ExclusionAmt034171
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt047262
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt083369
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01741006
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01559855
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnrestrictedNetAssetsGrp/BOYAmt01692026
IRS990/UnrestrictedNetAssetsGrp/EOYAmt01513181
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0200 PLATO BOULEVARD EAST
IRS990/USAddress/CityNm0ST PAUL
IRS990/USAddress/StateAbbreviationCd0MN
IRS990/USAddress/ZIPCd0551071618
IRS990/VotingMembersGoverningBodyCnt04
IRS990/VotingMembersIndependentCnt04
IRS990/WebsiteAddressTxt0WWW.SCOTTISH-RITE-MN.ORG
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0LEONARD SMITH
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PERSONAL REPRESENTATIVE
ReturnHeader/BusinessOfficerGrp/PhoneNum06512222676
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-11-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ANCIENT & ACCEPTED SCOTTISH RITE VALLEY
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0OF ST PAUL
ReturnHeader/Filer/BusinessNameControlTxt0ANCI
ReturnHeader/Filer/EIN0410123214
ReturnHeader/Filer/PhoneNum06512222676
ReturnHeader/Filer/USAddress/AddressLine1Txt0200 PLATO BOULEVARD EAST

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.$1.46$0.00$1.46$0.07$0.15$0.08
2024Detailed filing. Detailed filing data is available for this year.$1.43$0.00$1.43$0.10$0.16$0.07
2023Detailed filing. Detailed filing data is available for this year.$1.40$0.00$1.40$0.12$0.17$0.05
2022Detailed filing. Detailed filing data is available for this year.$1.42$0.00$1.42$0.10$0.19$0.10
2021Detailed filing. Detailed filing data is available for this year.$1.68$0.00$1.68$0.15$0.13$0.02
2020Detailed filing. Detailed filing data is available for this year.$1.57$0.00$1.57$0.09$0.14$0.05
2019Detailed filing. Detailed filing data is available for this year.$1.64$0.00$1.64$0.11$0.14$0.03
2018Detailed filing. Detailed filing data is available for this year.$1.65$0.00$1.65$0.08$0.16$0.08
2017Detailed filing. Detailed filing data is available for this year.$1.66$0.00$1.66$0.09$0.12$0.03
2016Detailed filing. Detailed filing data is available for this year.$1.56$0.00$1.56$0.08$0.17$0.09
2015Detailed filing. Detailed filing data is available for this year.$1.74$0.00$1.74$0.13$0.15$0.02
2014Detailed filing. Detailed filing data is available for this year.$1.81$0.00$1.81$0.15$0.16$0.01
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.73$0.00$1.72$0.11$0.15$0.03
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.74$0.00$1.74$0.17
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.90$0.00$1.90$0.18
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2016 filings • 501(c)10 • $1M-$5M nonprofits