Civic Intelligence

Ancient & Accepted Scottish Rite of Free Masonry So Juris USA

990EZ • Fiscal year 2020 • EIN 41-0226363

Jul 01, 2019 to Jun 30, 2020 • Filed on Aug 15, 2020

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

91st percentile

0.22x

Higher debt load relative to assets than 91% of similar nonprofits.

2020 filings • 501(c)10 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

96th percentile

1.62x

Higher debt load relative to revenue than 96% of similar nonprofits.

2020 filings • 501(c)10 • <$500k nonprofits • Source year 2020

Net Margin

18th percentile

-30%

Higher net margin than 18% of similar nonprofits.

2020 filings • 501(c)10 • <$500k nonprofits • Source year 2020

Top Officer Pay

82nd percentile

$0

Higher top officer pay than 82% of similar nonprofits.

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

2020 filings • 501(c)10 • <$500k nonprofits • Source year 2020

Asset Growth

26th percentile

-7.1%

Faster asset growth than 26% of similar nonprofits.

2020 filings • 501(c)10 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

65th percentile

-8.3%

Faster revenue growth than 65% of similar nonprofits.

2020 filings • 501(c)10 • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets91st percentile

Assets

Down

$379,891

Down $29,183 (-7.1%) from 2019

Net Assets

$297,854

No earlier filing loaded for comparison.

Liabilities

Down

$82,037

Down $21,609 (-21%) from 2019

Revenue And Expenses
Liabilities / Revenue96th percentileNet Margin18th percentile

Revenue

Down

$50,667

Down $4,616 (-8.3%) from 2019

Expenses

Up

$65,769

Up $15,782 (+32%) from 2019

Net Income

Down

-$15,102

Down $20,398 (-385%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth26th 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

2020

Assets$379,891
Liabilities$82,037
Net Assets$297,854
Open 2020 Filing

Operations Trend

Revenue Growth65th 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

2020

Revenue$50,667
Expenses$65,769
Net Income-$15,102
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Aug 15, 2020
Return Version
2019v5.0
Gross Receipts
$50,667
Mission and Program Overview

Mission

Fraternal relations - masonic order

Program Services

DescriptionGrantsExpenses
FRATERNAL RELATIONS - MASONIC ORDER--
FRATERNAL RELATIONS--
Compensation and Service Providers
Top Officer Pay82nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
TED BUJOLDVenerable Ma-$0--
DENNIS SCHULTZExec Secreta-$0--
KURT ERICKSONTreasurer-$0--
KEVIN ACKERDirector-$0--
MARTIN MELDAHLDirector-$0--
GEORGE DOWNSDirector-$0--
ERIC NEETENBEEKDirector-$0--
MARCUS HARDINDirector-$0--
BRIAN CARSONDirector-$0--
DENNIS SCHULTZDirector-$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
2020-08-15
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 CPA
Phone
2187222226
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

“Expenses office 928 insurance 1,012 bank charges 63 cost of goods sold 3,956 kcch 2,201 miscellaneous 920 new members 405 per capita 10,119 non-investment depreciation 7,539 total 27,143”

Form 990-ez, Part I, Line 20

“Adjust for prior years 7,528”

Form 990-ez, Part II, Line 24

“Leasehold improvements 263,880 263,880 less accumulated depreciation 15,079 22,618 total 248,801 241,262”

Form 990-ez, Part II, Line 26

“Accounts payable and accrued expenses 44,414 29,125 deferred revenue 59,232 52,912”

Form 990-ez, Part III, Line 31

“FRATERNAL RELATIONS”

Raw XML Appendix144 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/BOYAmt0160273
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0138629
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-15102
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt01386
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0409074
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0379891
IRS990EZ/GrossReceiptsAmt050667
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt04537
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt029182
IRS990EZ/MethodOfAccountingOtherDesc0MODIFIED CASH
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0305428
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0297854
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0305428
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0297854
IRS990EZ/OccupancyRentUtltsAndMaintAmt012000
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt0000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt1000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt2000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt3000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt4000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt5000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt6000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt7000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt8000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt9000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0TED BUJOLD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1DENNIS SCHULTZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2KURT ERICKSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3KEVIN ACKER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4MARTIN MELDAHL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5GEORGE DOWNS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6ERIC NEETENBEEK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7MARCUS HARDIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8BRIAN CARSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9DENNIS SCHULTZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0VENERABLE MA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1EXEC SECRETA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9DIRECTOR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt0248801
IRS990EZ/OtherAssetsTotalDetail/EOYAmt0241262
IRS990EZ/OtherChangesInNetAssetsAmt07528
IRS990EZ/OtherExpensesTotalAmt027143
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0FRATERNAL RELATIONS - MASONIC ORDER
IRS990EZ/PrintingPublicationsPostageAmt01211
IRS990EZ/ProgramServiceRevenueAmt016948
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0FRATERNAL RELATIONS - MASONIC ORDER
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1FRATERNAL RELATIONS
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt024029
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt0103646
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt082037
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt065769
IRS990EZ/TotalRevenueAmt050667
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES OFFICE 928 INSURANCE 1,012 BANK CHARGES 63 COST OF GOODS SOLD 3,956 KCCH 2,201 MISCELLANEOUS 920 NEW MEMBERS 405 PER CAPITA 10,119 NON-INVESTMENT DEPRECIATION 7,539 TOTAL 27,143
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ADJUST FOR PRIOR YEARS 7,528
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2LEASEHOLD IMPROVEMENTS 263,880 263,880 LESS ACCUMULATED DEPRECIATION 15,079 22,618 TOTAL 248,801 241,262
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ACCOUNTS PAYABLE AND ACCRUED EXPENSES 44,414 29,125 DEFERRED REVENUE 59,232 52,912
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4FRATERNAL RELATIONS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART II, LINE 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART II, LINE 26
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990-EZ, PART III, LINE 31
ReturnHeader/BuildTS02020-11-19 02:30:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0KURT ERICKSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum02187222420
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-08-15
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/FilingSecurityInformation/AtSubmissionCreationDeviceId04B405A0D522CDF987395DB2F626A98AE768F39D7
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId04B405A0D522CDF987395DB2F626A98AE768F39D7
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0192.208.54.46
ReturnHeader/FilingSecurityInformation/IPDt02020-08-31
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm008:25:43
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/PreparationDt02020-08-10
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0STEVEN S LICARI CPA
ReturnHeader/ReturnTs02020-08-31T08:25:43-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-07-01
ReturnHeader/TaxPeriodEndDt02020-06-30
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$379,891
Liabilities
$82,037
Net assets
$297,854
Revenue
$50,667
Expenses
$65,769
Net income
-$15,102
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
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2020 filings • 501(c)10 • <$500k nonprofits