Civic Intelligence

Ancient & Accepted Scottish Rite of Free Masonry So Juris USA

990EZ • Fiscal year 2023 • EIN 41-0226363

Jul 01, 2022 to Jun 30, 2023 • Filed on Aug 15, 2023

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

0.16x

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

2023 filings • 501(c)10 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

97th percentile

1.14x

Higher debt load relative to revenue than 97% of similar nonprofits.

2023 filings • 501(c)10 • <$500k nonprofits • Source year 2023

Net Margin

14th percentile

-38%

Higher net margin than 14% of similar nonprofits.

2023 filings • 501(c)10 • <$500k nonprofits • Source year 2023

Top Officer Pay

83rd percentile

$0

Higher top officer pay than 83% of similar nonprofits.

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

2023 filings • 501(c)10 • <$500k nonprofits • Source year 2023

Asset Growth

38th percentile

-1.7%

Faster asset growth than 38% of similar nonprofits.

2023 filings • 501(c)10 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

26th percentile

-18%

Faster revenue growth than 26% of similar nonprofits.

2023 filings • 501(c)10 • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets88th percentile

Assets

Down

$380,751

Down $6,620 (-1.7%) from 2022

Net Assets

Down

$320,384

Down $11,127 (-3.4%) from 2022

Liabilities

Up

$60,367

Up $4,507 (+8.1%) from 2022

Revenue And Expenses
Liabilities / Revenue97th percentileNet Margin14th percentile

Revenue

Down

$52,796

Down $11,659 (-18%) from 2022

Expenses

Up

$72,767

Up $2,038 (+2.9%) from 2022

Net Income

Down

-$19,971

Down $13,697 (-218%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth38th 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

2023

Assets$380,751
Liabilities$60,367
Net Assets$320,384
Open 2023 Filing

Operations Trend

Revenue Growth26th 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

2023

Revenue$52,796
Expenses$72,767
Net Income-$19,971
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Aug 15, 2023
Return Version
2022v5.0
Gross Receipts
$52,796
Mission and Program Overview

Mission

Fraternal relations - masonic order

Program Services

DescriptionGrantsExpenses
FRATERNAL RELATIONS - MASONIC ORDER--
FRATERNAL RELATIONS--
Compensation and Service Providers
Top Officer Pay83rd 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
2023-08-15
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 649 insurance 9,874 bank charges 2,218 catering and food 9,224 degree expenses 431 kcch 692 new candidates 214 per capita 10,224 rings and hats 384 non-investment depreciation 7,540 total 41,450”

Form 990-ez, Part I, Line 20

“Prior year adjustments 8,844”

Form 990-ez, Part II, Line 24

“Leasehold improvements 263,880 263,880 less accumulated depreciation 37,697 45,237 total 226,183 218,643”

Form 990-ez, Part II, Line 26

“Accounts payable and accrued expenses 2,948 6,155 deferred revenue 52,912 54,212”

Form 990-ez, Part III, Line 31

“FRATERNAL RELATIONS”

Raw XML Appendix119 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/PersonNm0JOSEPH FERGUSON
IRS990EZ/BooksInCareOfDetail/PhoneNum02187222420
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt04 WEST 2ND STREET
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0DULUTH
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MN
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd055802
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0161188
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0162108
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-19971
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt01315
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0387371
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0380751
IRS990EZ/GrossReceiptsAmt052796
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt03834
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingOtherDesc0MODIFIED CASH
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0331511
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0320384
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0331511
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0320384
IRS990EZ/OccupancyRentUtltsAndMaintAmt013000
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/BOYAmt0226183
IRS990EZ/OtherAssetsTotalDetail/EOYAmt0218643
IRS990EZ/OtherChangesInNetAssetsAmt08844
IRS990EZ/OtherExpensesTotalAmt041450
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0FRATERNAL RELATIONS - MASONIC ORDER
IRS990EZ/PrintingPublicationsPostageAmt01601
IRS990EZ/ProgramServiceRevenueAmt048962
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0FRATERNAL RELATIONS - MASONIC ORDER
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1FRATERNAL RELATIONS
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt015401
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt055860
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt060367
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt072767
IRS990EZ/TotalRevenueAmt052796
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES OFFICE 649 INSURANCE 9,874 BANK CHARGES 2,218 CATERING AND FOOD 9,224 DEGREE EXPENSES 431 KCCH 692 NEW CANDIDATES 214 PER CAPITA 10,224 RINGS AND HATS 384 NON-INVESTMENT DEPRECIATION 7,540 TOTAL 41,450
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1PRIOR YEAR ADJUSTMENTS 8,844
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2LEASEHOLD IMPROVEMENTS 263,880 263,880 LESS ACCUMULATED DEPRECIATION 37,697 45,237 TOTAL 226,183 218,643
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ACCOUNTS PAYABLE AND ACCRUED EXPENSES 2,948 6,155 DEFERRED REVENUE 52,912 54,212
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/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JOSEPH FERGUSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum02187222420
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-08-15
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/IRSResponsiblePrtyInfoCurrInd0false
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/PreparationDt02023-08-09
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0STEVEN S LICARI CPA
ReturnHeader/ReturnTs02023-08-28T08:21:21-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JOSEPH
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0FERGUSON
ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$380,751
Liabilities
$60,367
Net assets
$320,384
Revenue
$52,796
Expenses
$72,767
Net income
-$19,971
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