Civic Intelligence

Ancient & Accepted Scottish Rite of Free Masonry So Juris USA

990EZ • Fiscal year 2024 • EIN 41-0226363

Jul 01, 2023 to Jun 30, 2024 • Filed on Aug 01, 2024

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

89th percentile

0.16x

Higher debt load relative to assets than 89% of similar nonprofits.

2024 filings • 501(c)10 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

97th percentile

1.13x

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

2024 filings • 501(c)10 • <$500k nonprofits • Source year 2024

Net Margin

21st percentile

-17%

Higher net margin than 21% of similar nonprofits.

2024 filings • 501(c)10 • <$500k nonprofits • Source year 2024

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.

2024 filings • 501(c)10 • <$500k nonprofits • Source year 2024

Asset Growth

56th percentile

3.3%

Faster asset growth than 56% of similar nonprofits.

2024 filings • 501(c)10 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

47th percentile

2.5%

Faster revenue growth than 47% of similar nonprofits.

2024 filings • 501(c)10 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets89th percentile

Assets

Up

$393,145

Up $12,394 (+3.3%) from 2023

Net Assets

Up

$331,903

Up $11,519 (+3.6%) from 2023

Liabilities

Up

$61,242

Up $875 (+1.4%) from 2023

Revenue And Expenses
Liabilities / Revenue97th percentileNet Margin21st percentile

Revenue

Up

$54,091

Up $1,295 (+2.5%) from 2023

Expenses

Down

$63,485

Down $9,282 (-13%) from 2023

Net Income

Up

-$9,394

Up $10,577 (+53%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth56th 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

2024

Assets$393,145
Liabilities$61,242
Net Assets$331,903
Open 2024 Filing

Operations Trend

Revenue Growth47th 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

2024

Revenue$54,091
Expenses$63,485
Net Income-$9,394
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Aug 1, 2024
Return Version
2023v5.0
Gross Receipts
$54,091
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
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
2024-08-01
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 288 insurance 2,664 bank charges 2,478 catering and food 9,634 degree expenses 8 entertainment 300 investiture 119 new candidates 340 per capita 9,624 rings and hats 961 non-investment depreciation 7,539 total 33,955”

Form 990-ez, Part I, Line 20

“Prior year adjustments 20,913”

Form 990-ez, Part II, Line 24

“Leasehold improvements 263,880 263,880 less accumulated depreciation 45,237 52,776 total 218,643 211,104”

Form 990-ez, Part II, Line 26

“Accounts payable and accrued expenses 6,155 7,030 deferred revenue 54,212 54,212”

Form 990-ez, Part III, Line 31

“FRATERNAL RELATIONS”

Raw XML Appendix117 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/BOYAmt0162108
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0182041
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-9394
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt01223
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0380751
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0393145
IRS990EZ/GrossReceiptsAmt054091
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt01156
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingOtherDesc0MODIFIED CASH
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0320384
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0331903
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0320384
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0331903
IRS990EZ/OccupancyRentUtltsAndMaintAmt011000
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt0000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt1000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt2000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt3000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt4000.00
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/BOYAmt0218643
IRS990EZ/OtherAssetsTotalDetail/EOYAmt0211104
IRS990EZ/OtherChangesInNetAssetsAmt020913
IRS990EZ/OtherExpensesTotalAmt033955
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0FRATERNAL RELATIONS - MASONIC ORDER
IRS990EZ/PrintingPublicationsPostageAmt02067
IRS990EZ/ProgramServiceRevenueAmt052935
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0FRATERNAL RELATIONS - MASONIC ORDER
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1FRATERNAL RELATIONS
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt015240
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt060367
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt061242
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt063485
IRS990EZ/TotalRevenueAmt054091
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES OFFICE 288 INSURANCE 2,664 BANK CHARGES 2,478 CATERING AND FOOD 9,634 DEGREE EXPENSES 8 ENTERTAINMENT 300 INVESTITURE 119 NEW CANDIDATES 340 PER CAPITA 9,624 RINGS AND HATS 961 NON-INVESTMENT DEPRECIATION 7,539 TOTAL 33,955
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1PRIOR YEAR ADJUSTMENTS 20,913
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2LEASEHOLD IMPROVEMENTS 263,880 263,880 LESS ACCUMULATED DEPRECIATION 45,237 52,776 TOTAL 218,643 211,104
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ACCOUNTS PAYABLE AND ACCRUED EXPENSES 6,155 7,030 DEFERRED REVENUE 54,212 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/BuildTS02024-08-08 14:25:15Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JOSEPH FERGUSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum02187222420
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-08-01
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/PreparationDt02024-08-08
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0STEVEN S LICARI CPA
ReturnHeader/ReturnTs02024-08-22T10:57:17-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$393,145
Liabilities
$61,242
Net assets
$331,903
Revenue
$54,091
Expenses
$63,485
Net income
-$9,394
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