Civic Intelligence

Ancient & Accepted Scottish Rite of Free Masonry So Juris USA

990EZ • Fiscal year 2022 • EIN 41-0226363

Jul 01, 2021 to Jun 30, 2022 • Filed on Dec 15, 2022

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

90th percentile

0.14x

Higher debt load relative to assets than 90% of similar nonprofits.

2022 filings • 501(c)10 • <$500k nonprofits • Source year 2022

Liabilities / Revenue

96th percentile

0.87x

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

2022 filings • 501(c)10 • <$500k nonprofits • Source year 2022

Net Margin

31st percentile

-9.7%

Higher net margin than 31% of similar nonprofits.

2022 filings • 501(c)10 • <$500k nonprofits • Source year 2022

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

2022 filings • 501(c)10 • <$500k nonprofits • Source year 2022

Asset Growth

42nd percentile

-5.9%

Faster asset growth than 42% of similar nonprofits.

2022 filings • 501(c)10 • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

79th percentile

52%

Faster revenue growth than 79% of similar nonprofits.

2022 filings • 501(c)10 • <$500k nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets90th percentile

Assets

Down

$387,371

Down $24,420 (-5.9%) from 2021

Net Assets

Down

$331,511

Down $1,992 (-0.6%) from 2021

Liabilities

Down

$55,860

Down $22,428 (-29%) from 2021

Revenue And Expenses
Liabilities / Revenue96th percentileNet Margin31st percentile

Revenue

Up

$64,455

Up $21,957 (+52%) from 2021

Expenses

Up

$70,729

Up $25,373 (+56%) from 2021

Net Income

Down

-$6,274

Down $3,416 (-120%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth42nd 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

2022

Assets$387,371
Liabilities$55,860
Net Assets$331,511
Open 2022 Filing

Operations Trend

Revenue Growth79th 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

2022

Revenue$64,455
Expenses$70,729
Net Income-$6,274
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
Dec 15, 2022
Return Version
2021v4.0
Gross Receipts
$64,455
Mission and Program Overview

Mission

Fraternal relations - masonic order

Program Services

DescriptionGrantsExpenses
FRATERNAL RELATIONS - MASONIC ORDER--
FRATERNAL RELATIONS--
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MARTIN MELDAHLVenerable Ma-$0--
RONALD PETEExec Secreta-$0--
JOSEPH FERGUSONTreasurer-$0--
MARKUS MULLERDirector-$0--
LOU WEICHSELDORFERDirector-$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
Joseph Ferguson
Title
Treasurer
Phone
2187222420
Signed
2022-12-15
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 253 insurance 5,574 bank charges 1,653 rings and hats 1,677 investiture and patent 76 degree expenses 101 catering and food 10,691 per capita 10,770 fraternal relations 117 non-investment depreciation 7,539 total 38,451”

Form 990-ez, Part I, Line 20

“Prior year adjustments 4,282”

Form 990-ez, Part II, Line 24

“Leasehold improvements 263,880 263,880 less accumulated depreciation 30,158 37,697 total 233,722 226,183”

Form 990-ez, Part II, Line 26

“Accounts payable and accrued expenses 25,376 2,948 deferred revenue 52,912 52,912”

Form 990-ez, Part III, Line 31

“FRATERNAL RELATIONS”

Raw XML Appendix118 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/BOYAmt0178069
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0161188
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-6274
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt02371
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0411791
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0387371
IRS990EZ/GrossReceiptsAmt064455
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt05268
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingOtherDesc0MODIFIED CASH
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0333503
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0331511
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0333503
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0331511
IRS990EZ/OccupancyRentUtltsAndMaintAmt012000
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0MARTIN MELDAHL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1RONALD PETE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JOSEPH FERGUSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3MARKUS MULLER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4LOU WEICHSELDORFER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0VENERABLE MA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1EXEC SECRETA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4DIRECTOR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt0233722
IRS990EZ/OtherAssetsTotalDetail/EOYAmt0226183
IRS990EZ/OtherChangesInNetAssetsAmt04282
IRS990EZ/OtherExpensesTotalAmt038451
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0FRATERNAL RELATIONS - MASONIC ORDER
IRS990EZ/PrintingPublicationsPostageAmt01026
IRS990EZ/ProgramServiceRevenueAmt059187
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0FRATERNAL RELATIONS - MASONIC ORDER
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1FRATERNAL RELATIONS
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt016881
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt078288
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt055860
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt070729
IRS990EZ/TotalRevenueAmt064455
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES OFFICE 253 INSURANCE 5,574 BANK CHARGES 1,653 RINGS AND HATS 1,677 INVESTITURE AND PATENT 76 DEGREE EXPENSES 101 CATERING AND FOOD 10,691 PER CAPITA 10,770 FRATERNAL RELATIONS 117 NON-INVESTMENT DEPRECIATION 7,539 TOTAL 38,451
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1PRIOR YEAR ADJUSTMENTS 4,282
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2LEASEHOLD IMPROVEMENTS 263,880 263,880 LESS ACCUMULATED DEPRECIATION 30,158 37,697 TOTAL 233,722 226,183
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ACCOUNTS PAYABLE AND ACCRUED EXPENSES 25,376 2,948 DEFERRED REVENUE 52,912 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/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JOSEPH FERGUSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum02187222420
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-12-15
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/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/PreparationDt02022-12-08
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0STEVEN S LICARI CPA
ReturnHeader/ReturnTs02022-12-21T14:19:57-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JOSEPH
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0FERGUSON
ReturnHeader/TaxPeriodBeginDt02021-07-01
ReturnHeader/TaxPeriodEndDt02022-06-30
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2022 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$387,371
Liabilities
$55,860
Net assets
$331,511
Revenue
$64,455
Expenses
$70,729
Net income
-$6,274
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