Civic Intelligence

Ancient & Accepted Scottish Rite of Free Masonry So Juris of USA

990 • Fiscal year 2020 • EIN 42-0330920

Oct 01, 2019 to Sep 30, 2020 • Filed on Nov 10, 2020

Organization ProfileWWW.CRSCOTTISHRITE.ORG
616 A Avenue NECedar Rapids, IA 52401

(319) 364-2904

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

Higher debt load relative to assets than 59% of similar nonprofits.

2020 filings • 501(c)10 • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

57th percentile

0.02x

Higher debt load relative to revenue than 57% of similar nonprofits.

2020 filings • 501(c)10 • $1M-$5M nonprofits • Source year 2020

Net Margin

25th percentile

-23%

Higher net margin than 25% of similar nonprofits.

2020 filings • 501(c)10 • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

93rd percentile

$28,560

Higher top officer pay than 93% of similar nonprofits.

Top officer pay equals 15.5% of source-year revenue.

2020 filings • 501(c)10 • $1M-$5M nonprofits • Source year 2020

Asset Growth

18th percentile

-2.3%

Faster asset growth than 18% of similar nonprofits.

2020 filings • 501(c)10 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

49th percentile

-16%

Faster revenue growth than 49% of similar nonprofits.

2020 filings • 501(c)10 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets59th percentile

Assets

Down

$1,782,875

Down $42,735 (-2.3%) from 2019

Net Assets

Down

$1,779,591

Down $42,574 (-2.3%) from 2019

Liabilities

Down

$3,284

Down $161 (-4.7%) from 2019

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin25th percentile

Revenue

Down

$184,269

Down $35,280 (-16%) from 2019

Expenses

Up

$226,843

Up $13,457 (+6.3%) from 2019

Net Income

Down

-$42,574

Down $48,737 (-791%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth18th percentile

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

$3.0M$2.0M$1.0M$0Assets 2011: $110,257Liabilities 2011: $02011Assets 2012: $79,189Liabilities 2012: $11,7482012Assets 2013: $60,158Liabilities 2013: $2,698Net Assets 2013: $57,4602013Assets 2014: $41,067Liabilities 2014: $263Net Assets 2014: $40,8042014Assets 2015: $39,028Liabilities 2015: $181Net Assets 2015: $38,8472015Assets 2016: $59,796Liabilities 2016: $3,574Net Assets 2016: $56,2222016Assets 2017: $1,843,493Liabilities 2017: $4,038Net Assets 2017: $1,839,4552017Assets 2018: $1,820,244Liabilities 2018: $4,242Net Assets 2018: $1,816,0022018Assets 2019: $1,825,610Liabilities 2019: $3,445Net Assets 2019: $1,822,1652019Assets 2020: $1,782,875Liabilities 2020: $3,284Net Assets 2020: $1,779,5912020Assets 2021: $1,781,535Liabilities 2021: $3,173Net Assets 2021: $1,778,3622021Assets 2022: $1,695,298Liabilities 2022: $2,705Net Assets 2022: $1,692,5932022Assets 2023: $1,543,904Liabilities 2023: $2,166Net Assets 2023: $1,541,7382023Assets 2025: $2,042,732Liabilities 2025: $4,650Net Assets 2025: $2,038,0822025

Highlighted filing

2020

Assets$1,782,875
Liabilities$3,284
Net Assets$1,779,591
Open 2020 Filing

Operations Trend

Revenue Growth49th percentile

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

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2011: $74,332Expenses 2011: $183,901Net Income 2011: -$109,5692011Revenue 2012: $144,966Expenses 2012: $237,144Net Income 2012: -$92,1782012Revenue 2013: $234,907Expenses 2013: $244,888Net Income 2013: -$9,9812013Revenue 2014: $236,338Expenses 2014: $252,994Net Income 2014: -$16,6562014Revenue 2015: $193,149Expenses 2015: $195,106Net Income 2015: -$1,9572015Revenue 2016: $254,717Expenses 2016: $237,342Net Income 2016: $17,3752016Revenue 2017: $2,127,010Expenses 2017: $202,532Net Income 2017: $1,924,4782017Revenue 2018: $239,777Expenses 2018: $263,230Net Income 2018: -$23,4532018Revenue 2019: $219,549Expenses 2019: $213,386Net Income 2019: $6,1632019Revenue 2020: $184,269Expenses 2020: $226,843Net Income 2020: -$42,5742020Revenue 2021: $248,428Expenses 2021: $249,657Net Income 2021: -$1,2292021Revenue 2022: $170,259Expenses 2022: $256,028Net Income 2022: -$85,7692022Revenue 2023: $157,118Expenses 2023: $307,973Net Income 2023: -$150,8552023Revenue 2025: $608,475Expenses 2025: $280,297Net Income 2025: $328,1782025

Highlighted filing

2020

Revenue$184,269
Expenses$226,843
Net Income-$42,574
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2019 to Sep 30, 2020
Signed
Nov 10, 2020
Return Version
2019v5.1
Gross Receipts
$374,685
Mission and Program Overview

Mission

Educational and charitable giving preservation of historic building to be used for charitable and civic functions

Charitable and civic activities

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$1,822,165$1,779,591▼ $42,574
Investments in Publicly Traded Securities$1,814,229$1,768,076▼ $46,153
Cash and Non-Interest-Bearing Accounts$11,381$14,799▲ $3,418
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$1,825,610$1,782,875▼ $42,735
Liabilities
Other Liabilities$3,445$3,284▼ $161
Total Liabilities$3,445$3,284▼ $161
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,822,165$1,779,591▼ $42,574
Total Liabilities and Net Assets / Fund Balance$1,825,610$1,782,875▼ $42,735
Compensation and Service Providers
Top Officer Pay93rd percentile

Employees

NameTitleFull / Part TimeBaseTotal
Doug HeathRegistrarPT$28,560$28,560

Board Members and Trustees

NameTitle
Don MosierDirector
Jason WalcottDirector
John KlausDirector
Steve RileyDirector
William C JacobsonPersonal Representative
Revenue and Support

Revenue Composition

Contributions and Grants
$80,268
Program Service Revenue
$0
Investment Income
$97,300
Other Revenue
$6,701
All Other Contributions
$25,478
Change in Net Assets
$-42,574
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$156,428
Salaries, Compensation, and Employee Benefits$61,273
Grants and Similar Amounts Paid$9,142
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Occupancy-$74,746-$74,746
Current Officers, Directors, Trustees, and Key Employees-$28,560-$28,560
Other Salaries and Wages-$28,240-$28,240
Insurance-$18,831-$18,831
Fees for Service Investment Mgmnt Fees-$15,453-$15,453
Grants to Domestic Orgs$9,142--$9,142
Fees for Services Accounting-$8,200-$8,200
Office Expenses-$6,267-$6,267
Payroll Taxes-$4,473-$4,473
Other Expenses-$4,224-$4,224
All Other Expenses-$2,597-$2,597
Total Functional Expenses$9,142$217,701$0$226,843
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Cedar Rapids Scottish Rite Masonic FoundationCedar Rapids, IA-Support the Charitable Activities of the Organization. the Funds Will Be Used to Continue the Charitable Mission of the Organization.$9,142
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Damage Deposits$1,749
Payroll Liabilties$1,535
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 6

“Elected directors have the right to participate in the organization's goverance by approving significant decisions of the governing body.”

Form 990, Part VI, Section B, Line 11B

“The 2019 (fye 9/30/2020) form 990 will be reviewed at the december 2020 board meeting. Copies of the 990 and financial statements used to prepare the return will be given to each board member.”

Form 990, Part VI, Section C, Line 19

“All documents and policies required to be disclosed to the public may be requested in writing. A minimal charge may be imposed to cover the cost of providing document copies.”

Filing and Contact Details

Filer

Filer Name
Ancient & Accepted Scottish Rite Valley
EIN
42-0330920
Phone
3193642904
Address
616 A AVENUE NE, CEDAR RAPIDS, IA 52401

Signing Officer

Name
William C Jacobson
Title
President
Phone
3193652904
Signed
2020-11-10
Discuss with paid preparer
Yes

Organization Details

Principal Officer
William C Jacobson
Formed
2001
Legal Domicile
Ia
Voting Board Members
8
Independent Board Members
8
Employees
3
Volunteers
0

Preparer

Firm
Terry Lockridge & Dunn Inc
Address
PO BOX 75006, CEDAR RAPIDS, IA 52407
Preparer
Barry Frantz
Phone
3193642945
Raw XML Appendix344 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.

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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ELECTED DIRECTORS HAVE THE RIGHT TO PARTICIPATE IN THE ORGANIZATION'S GOVERANCE BY APPROVING SIGNIFICANT DECISIONS OF THE GOVERNING BODY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE 2019 (FYE 9/30/2020) FORM 990 WILL BE REVIEWED AT THE DECEMBER 2020 BOARD MEETING. COPIES OF THE 990 AND FINANCIAL STATEMENTS USED TO PREPARE THE RETURN WILL BE GIVEN TO EACH BOARD MEMBER.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ALL DOCUMENTS AND POLICIES REQUIRED TO BE DISCLOSED TO THE PUBLIC MAY BE REQUESTED IN WRITING. A MINIMAL CHARGE MAY BE IMPOSED TO COVER THE COST OF PROVIDING DOCUMENT COPIES.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt01825610
IRS990/TotalAssetsEOYAmt01782875
IRS990/TotalAssetsGrp/BOYAmt01825610
IRS990/TotalAssetsGrp/EOYAmt01782875
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt080268
IRS990/TotalEmployeeCnt03
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0217701
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt09142
IRS990/TotalFunctionalExpensesGrp/TotalAmt0226843
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt03445
IRS990/TotalLiabilitiesEOYAmt03284
IRS990/TotalLiabilitiesGrp/BOYAmt03445
IRS990/TotalLiabilitiesGrp/EOYAmt03284
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01822165
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01779591
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt09142
IRS990/TotalReportableCompFromOrgAmt028560
IRS990/TotalRevenueGrp/ExclusionAmt097300
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt06701
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0184269
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01825610
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01782875
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0811 BEAVER RIDGE CT SE
IRS990/USAddress/CityNm0CEDAR RAPIDS
IRS990/USAddress/StateAbbreviationCd0IA
IRS990/USAddress/ZIPCd052403
IRS990/VotingMembersGoverningBodyCnt08
IRS990/VotingMembersIndependentCnt08
IRS990/WebsiteAddressTxt0WWW.CRSCOTTISHRITE.ORG
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02021-04-22 16:20:28Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0WILLIAM C JACOBSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum03193652904
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-11-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ANCIENT & ACCEPTED SCOTTISH RITE VALLEY
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0OF CEDAR RAPIDS
ReturnHeader/Filer/BusinessNameControlTxt0ANCI
ReturnHeader/Filer/EIN0420330920
ReturnHeader/Filer/PhoneNum03193642904
ReturnHeader/Filer/USAddress/AddressLine1Txt0616 A AVENUE NE
ReturnHeader/Filer/USAddress/CityNm0CEDAR RAPIDS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IA
ReturnHeader/Filer/USAddress/ZIPCd052401
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0DA39A3EE5E6B4B0D3255BFEF95601890AFD80709
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId046BE92A09F4B1005B2C57C4759803014607E1971
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt050.82.190.215
ReturnHeader/FilingSecurityInformation/IPDt02020-11-10
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CS
ReturnHeader/FilingSecurityInformation/IPTm012:11:37
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0421482177
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0TERRY LOCKRIDGE & DUNN INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 75006
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CEDAR RAPIDS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd052407
ReturnHeader/PreparerPersonGrp/PhoneNum03193642945
ReturnHeader/PreparerPersonGrp/PreparationDt02020-11-10
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BARRY FRANTZ
ReturnHeader/ReturnTs02020-11-12T13:30:33-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02019-10-01
ReturnHeader/TaxPeriodEndDt02020-09-30
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$1,782,875
Liabilities
$3,284
Net assets
$1,779,591
Revenue
$184,269
Expenses
$226,843
Net income
-$42,574
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.04$0.00$2.04$0.61$0.28$0.33
2023Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.54$0.00$1.54$0.16$0.31$0.15
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.70$0.00$1.69$0.17$0.26$0.09
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.78$0.00$1.78$0.25$0.25$0.00
2020Detailed filing. Detailed filing data is available for this year.$1.78$0.00$1.78$0.18$0.23$0.04
2019Summary only. Only limited summary data is available for this year.$1.83$0.00$1.82$0.22$0.21$0.01
2018Summary only. Only limited summary data is available for this year.$1.82$0.00$1.82$0.24$0.26$0.02
2017Summary only. Only limited summary data is available for this year.$1.84$0.00$1.84$2.13$0.20$1.92
2016Summary only. Only limited summary data is available for this year.$0.06$0.00$0.06$0.25$0.24$0.02
2015Summary only. Only limited summary data is available for this year.$0.04$0.00$0.04$0.19$0.20$0.00
2014Summary only. Only limited summary data is available for this year.$0.04$0.00$0.04$0.24$0.25$0.02
2013Summary only. Only limited summary data is available for this year.$0.06$0.00$0.06$0.23$0.24$0.01
2012Summary only. Only limited summary data is available for this year.$0.08$0.01$0.14$0.24$0.09
2011Summary only. Only limited summary data is available for this year.$0.11$0.00$0.07$0.18$0.11