Civic Intelligence

Ancient & Accepted Scottish Rite of Free Masonry So Juris USA

990EZ • Fiscal year 2015 • EIN 41-0226363

Jul 01, 2014 to Jun 30, 2015 • Filed on Nov 09, 2015

Organization ProfileN/A
4 West 2nd StreetDuluth, MN 55802

(218) 722-2420

Siviq Scores

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

Liabilities / Assets

88th percentile

0.14x

Higher debt load relative to assets than 88% of similar nonprofits.

2015 filings • 501(c)10 • <$500k nonprofits • Source year 2015

Liabilities / Revenue

95th percentile

1.12x

Higher debt load relative to revenue than 95% of similar nonprofits.

2015 filings • 501(c)10 • <$500k nonprofits • Source year 2015

Net Margin

9th percentile

-56%

Higher net margin than 9% of similar nonprofits.

2015 filings • 501(c)10 • <$500k nonprofits • Source year 2015

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2015 filings • 501(c)10 • <$500k nonprofits • Source year 2015

Asset Growth

68th percentile

2.4%

Faster asset growth than 68% of similar nonprofits.

2015 filings • 501(c)10 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

81st percentile

25%

Faster revenue growth than 81% of similar nonprofits.

2015 filings • 501(c)10 • <$500k nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets88th percentile

Assets

Up

$492,070

Up $11,593 (+2.4%) from 2014

Net Assets

Down

$421,415

Down $35,322 (-7.7%) from 2014

Liabilities

Up

$70,655

Up $46,915 (+198%) from 2014

Revenue And Expenses
Liabilities / Revenue95th percentileNet Margin9th percentile

Revenue

Up

$62,986

Up $12,494 (+25%) from 2014

Expenses

Up

$98,308

Up $25,793 (+36%) from 2014

Net Income

Down

-$35,322

Down $13,299 (-60%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth68th percentile

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

$600K$400K$200K$0Assets 2011: $453,246Liabilities 2011: $517Net Assets 2011: $452,7292011Assets 2012: $450,220Liabilities 2012: $35,886Net Assets 2012: $414,3342012Assets 2013: $456,478Liabilities 2013: $26,713Net Assets 2013: $429,7652013Assets 2014: $480,477Liabilities 2014: $23,740Net Assets 2014: $456,7372014Assets 2015: $492,070Liabilities 2015: $70,655Net Assets 2015: $421,4152015Assets 2016: $473,436Liabilities 2016: $81,629Net Assets 2016: $391,8072016Assets 2017: $300,552Liabilities 2017: $90,116Net Assets 2017: $210,4362017Assets 2018: $400,511Liabilities 2018: $100,379Net Assets 2018: $300,1322018Assets 2019: $409,074Liabilities 2019: $103,6462019Assets 2020: $379,891Liabilities 2020: $82,037Net Assets 2020: $297,8542020Assets 2021: $411,791Liabilities 2021: $78,288Net Assets 2021: $333,5032021Assets 2022: $387,371Liabilities 2022: $55,860Net Assets 2022: $331,5112022Assets 2023: $380,751Liabilities 2023: $60,367Net Assets 2023: $320,3842023Assets 2024: $393,145Liabilities 2024: $61,242Net Assets 2024: $331,9032024Assets 2025: $403,209Liabilities 2025: $60,854Net Assets 2025: $342,3552025

Highlighted filing

2015

Assets$492,070
Liabilities$70,655
Net Assets$421,415
Open 2015 Filing

Operations Trend

Revenue Growth81st percentile

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

$150K$100K$50K$0-$50KRevenue 2011: $96,668Expenses 2011: $103,291Net Income 2011: -$6,6232011Revenue 2012: $63,789Expenses 2012: $107,548Net Income 2012: -$43,7592012Revenue 2013: $76,660Expenses 2013: $94,153Net Income 2013: -$17,4932013Revenue 2014: $50,492Expenses 2014: $72,515Net Income 2014: -$22,0232014Revenue 2015: $62,986Expenses 2015: $98,308Net Income 2015: -$35,3222015Revenue 2016: $90,661Expenses 2016: $120,269Net Income 2016: -$29,6082016Revenue 2017: $59,429Expenses 2017: $78,599Net Income 2017: -$19,1702017Revenue 2018: $57,755Expenses 2018: $79,071Net Income 2018: -$21,3162018Revenue 2019: $55,283Expenses 2019: $49,987Net Income 2019: $5,2962019Revenue 2020: $50,667Expenses 2020: $65,769Net Income 2020: -$15,1022020Revenue 2021: $42,498Expenses 2021: $45,356Net Income 2021: -$2,8582021Revenue 2022: $64,455Expenses 2022: $70,729Net Income 2022: -$6,2742022Revenue 2023: $52,796Expenses 2023: $72,767Net Income 2023: -$19,9712023Revenue 2024: $54,091Expenses 2024: $63,485Net Income 2024: -$9,3942024Revenue 2025: $48,598Expenses 2025: $53,298Net Income 2025: -$4,7002025

Highlighted filing

2015

Revenue$62,986
Expenses$98,308
Net Income-$35,322
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
Nov 9, 2015
Return Version
2014v6.0
Gross Receipts
$62,986
Mission and Program Overview

Mission

Fraternal relations - masonic order

Program Services

DescriptionGrantsExpenses
FRATERNAL RELATIONS - MASONIC ORDER-$46,000
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
KENNETH SMITHVenerable Ma-$0--
DENNIS SCHULTZExec Secreta-$0--
KURT ERICKSONTreasurer-$0--
Filing and Contact Details

Filer

Filer Name
Ancient and Accepted Scottish Rite
EIN
41-0226363
Phone
2187222420
Address
4 WEST 2ND STREET, DULUTH, MN 55802

Signing Officer

Name
Kurt Erickson
Title
Treasurer
Phone
2187222420
Signed
2015-11-09
Discuss with paid preparer
Yes

Preparer

Firm
Licari Larsen and Company
Address
130 W SUPERIOR ST STE 712, DULUTH, MN 55802
Preparer
Steven S Licari
Phone
2187222226
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

“Expenses advertising and promotion 8,329 office 3,190 total 11,519”

Form 990-ez, Part II, Line 24

“Grants receivable 33,875 35,285 prepaid expenses and deferred charges 1,993 2,218 total 35,868 37,503”

Form 990-ez, Part II, Line 26

“Accounts payable and accrued expenses 5,036 7,324 deferred revenue 18,704 63,331”

Raw XML Appendix102 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/PersonNm0KURT ERICKSON
IRS990EZ/BooksInCareOfDetail/PhoneNum02187222420
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt04 W 2ND STREET
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0DULUTH
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MN
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd055802
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0444609
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0454567
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-35322
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt055209
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0480477
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0492070
IRS990EZ/GrossReceiptsAmt062986
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt02391
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingOtherDesc0MODIFIED CASH
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0456737
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0421415
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0456737
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0421415
IRS990EZ/OccupancyRentUtltsAndMaintAmt016800
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0KENNETH SMITH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1DENNIS SCHULTZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2KURT ERICKSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0VENERABLE MA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1EXEC SECRETA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt035868
IRS990EZ/OtherAssetsTotalDetail/EOYAmt037503
IRS990EZ/OtherExpensesTotalAmt011519
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0FRATERNAL RELATIONS - MASONIC ORDER
IRS990EZ/ProgramServiceRevenueAmt060595
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0FRATERNAL RELATIONS - MASONIC ORDER
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt046000
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt014780
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt023740
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt070655
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt098308
IRS990EZ/TotalProgramServiceExpensesAmt046000
IRS990EZ/TotalRevenueAmt062986
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES ADVERTISING AND PROMOTION 8,329 OFFICE 3,190 TOTAL 11,519
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1GRANTS RECEIVABLE 33,875 35,285 PREPAID EXPENSES AND DEFERRED CHARGES 1,993 2,218 TOTAL 35,868 37,503
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ACCOUNTS PAYABLE AND ACCRUED EXPENSES 5,036 7,324 DEFERRED REVENUE 18,704 63,331
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART II, LINE 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART II, LINE 26
ReturnHeader/BuildTS02016-08-17 19:52:53Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0KURT ERICKSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum02187222420
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-11-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ANCIENT AND ACCEPTED SCOTTISH RITE
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0OF VALLEY OF DULUTH
ReturnHeader/Filer/BusinessNameControlTxt0ANCI
ReturnHeader/Filer/EIN0410226363
ReturnHeader/Filer/PhoneNum02187222420
ReturnHeader/Filer/USAddress/AddressLine1Txt04 WEST 2ND STREET
ReturnHeader/Filer/USAddress/CityNm0DULUTH
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MN
ReturnHeader/Filer/USAddress/ZIPCd055802
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0411806729
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0LICARI LARSEN AND COMPANY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0130 W SUPERIOR ST STE 712
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0DULUTH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd055802
ReturnHeader/PreparerPersonGrp/PhoneNum02187222226
ReturnHeader/PreparerPersonGrp/PreparationDt02016-05-02
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0STEVEN S LICARI
ReturnHeader/ReturnTs02016-05-03T13:03:13-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-07-01
ReturnHeader/TaxPeriodEndDt02015-06-30
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$492,070
Liabilities
$70,655
Net assets
$421,415
Revenue
$62,986
Expenses
$98,308
Net income
-$35,322
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$4.03$0.61$3.42$0.49$0.53$0.05
2024Detailed filing. Detailed filing data is available for this year.$3.93$0.61$3.32$0.54$0.63$0.09
2023Detailed filing. Detailed filing data is available for this year.$3.81$0.60$3.20$0.53$0.73$0.20
2022Detailed filing. Detailed filing data is available for this year.$3.87$0.56$3.32$0.64$0.71$0.06
2021Detailed filing. Detailed filing data is available for this year.$4.12$0.78$3.34$0.42$0.45$0.03
2020Detailed filing. Detailed filing data is available for this year.$3.80$0.82$2.98$0.51$0.66$0.15
2019Summary only. Only limited summary data is available for this year.$4.09$1.04$0.55$0.50$0.05
2018Detailed filing. Detailed filing data is available for this year.$4.01$1.00$3.00$0.58$0.79$0.21
2017Detailed filing. Detailed filing data is available for this year.$3.01$0.90$2.10$0.59$0.79$0.19
2016Detailed filing. Detailed filing data is available for this year.$4.73$0.82$3.92$0.91$1.20$0.30
2015Detailed filing. Detailed filing data is available for this year.$4.92$0.71$4.21$0.63$0.98$0.35
2014Detailed filing. Detailed filing data is available for this year.$4.80$0.24$4.57$0.50$0.73$0.22
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.56$0.27$4.30$0.77$0.94$0.17
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.50$0.36$4.14$0.64$1.08$0.44
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.53$0.01$4.53$0.97$1.03$0.07