Civic Intelligence

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

990 • Fiscal year 2022 • EIN 42-0330920

Oct 01, 2021 to Sep 30, 2022 • Filed on Nov 09, 2022

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.

2022 filings • 501(c)10 • $1M-$5M nonprofits • Source year 2022

Liabilities / Revenue

59th percentile

0.02x

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

2022 filings • 501(c)10 • $1M-$5M nonprofits • Source year 2022

Net Margin

16th percentile

-50%

Higher net margin than 16% of similar nonprofits.

2022 filings • 501(c)10 • $1M-$5M nonprofits • Source year 2022

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2022

Asset Growth

55th percentile

-4.8%

Faster asset growth than 55% of similar nonprofits.

2022 filings • 501(c)10 • $1M-$5M nonprofits • Annualized from 2021 to 2022

Revenue Growth

32nd percentile

-31%

Faster revenue growth than 32% of similar nonprofits.

2022 filings • 501(c)10 • $1M-$5M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets59th percentile

Assets

Down

$1,695,298

Down $86,237 (-4.8%) from 2021

Net Assets

Down

$1,692,593

Down $85,769 (-4.8%) from 2021

Liabilities

Down

$2,705

Down $468 (-15%) from 2021

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin16th percentile

Revenue

Down

$170,259

Down $78,169 (-31%) from 2021

Expenses

Up

$256,028

Up $6,371 (+2.6%) from 2021

Net Income

Down

-$85,769

Down $84,540 (-6879%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth55th 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

2022

Assets$1,695,298
Liabilities$2,705
Net Assets$1,692,593
Open 2022 Filing

Operations Trend

Revenue Growth32nd 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

2022

Revenue$170,259
Expenses$256,028
Net Income-$85,769
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2021 to Sep 30, 2022
Signed
Nov 9, 2022
Return Version
2021v4.2
Gross Receipts
$313,046
Mission and Program Overview

Mission

Educational and charitable givingpreservation 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$1,778,362$1,692,593▼ $85,769
Investments in Publicly Traded Securities$1,719,333$1,674,574▼ $44,759
Cash and Non-Interest-Bearing Accounts$62,202$20,724▼ $41,478
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$1,781,535$1,695,298▼ $86,237
Liabilities
Other Liabilities$3,173$2,705▼ $468
Total Liabilities$3,173$2,705▼ $468
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,778,362$1,692,593▼ $85,769
Total Liabilities and Net Assets / Fund Balance$1,781,535$1,695,298▼ $86,237
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseTotal
Doug HeathRegistrarPT$31,345$31,345

Board Members and Trustees

NameTitle
Jason WalcottDirector
Jeremy MeadDirector
John KlausDirector
Steve RileyDirector
Revenue and Support

Revenue Composition

Contributions and Grants
$59,798
Program Service Revenue
$0
Investment Income
$104,711
Other Revenue
$5,750
All Other Contributions
$23,919
Change in Net Assets
$-85,769
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$187,794
Salaries, Compensation, and Employee Benefits$68,234
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Occupancy-$107,645-$107,645
Other Salaries and Wages-$31,319-$31,319
Current Officers, Directors, Trustees, and Key Employees-$30,595-$30,595
Insurance-$24,436-$24,436
Fees for Service Investment Mgmnt Fees-$9,321-$9,321
Fees for Services Accounting-$6,585-$6,585
Office Expenses-$4,950-$4,950
Payroll Taxes-$4,820-$4,820
All Other Expenses-$3,590-$3,590
Other Expenses-$2,555-$2,555
Other Employee Benefits-$1,500-$1,500
Advertising-$1,266-$1,266
Total Functional Expenses$0$256,028$0$256,028
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
Payroll Liabilties$1,730
Damage Deposits$975
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
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 2021 (fye 9/30/2022) form 990 will be reviewed at the november 2022 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
Jeremy Mead
Title
Director
Phone
3193642904
Signed
2022-11-09
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jeremy Mead
Formed
2001
Legal Domicile
Ia
Voting Board Members
5
Independent Board Members
5
Employees
3
Volunteers
0

Preparer

Firm
Savant Tax & Consulting
Address
PO BOX 75006, CEDAR RAPIDS, IA 52407
Preparer
Barry Frantz
Phone
3193642945
Raw XML Appendix322 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
IRS990/AccountantCompileOrReviewInd00
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0CHARITABLE AND CIVIC ACTIVITIES
IRS990/AdvertisingGrp/ManagementAndGeneralAmt01266
IRS990/AdvertisingGrp/TotalAmt01266
IRS990/AllOtherContributionsAmt023919
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt03590
IRS990/AllOtherExpensesGrp/TotalAmt03590
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0THE ORGANIZATION
IRS990/BooksInCareOfDetail/PhoneNum03193642904
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0616 A AVENUE NE
IRS990/BooksInCareOfDetail/USAddress/CityNm0CEDAR RAPIDS
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0IA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd052401
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt00
IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt00
IRS990/CashNonInterestBearingGrp/BOYAmt062202
IRS990/CashNonInterestBearingGrp/EOYAmt020724
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt030595
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt030595
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd00
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt059798
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt0104711
IRS990/CYOtherExpensesAmt0187794
IRS990/CYOtherRevenueAmt05750
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0-85769
IRS990/CYSalariesCompEmpBnftPaidAmt068234
IRS990/CYTotalExpensesAmt0256028
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0170259
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0PARTICIPATION IN CHARITABLE AND CIVIC ACTIVITIES FOR FRATERNAL AND NON-FRATERNAL CHARITABLE PROGRAMS
IRS990/DescribedInSection501c3Ind00
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd00
IRS990/DonorAdvisedFundInd00
IRS990/DonorRstrOrQuasiEndowmentsInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt03
IRS990/EmploymentTaxReturnsFiledInd01
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt06585
IRS990/FeesForServicesAccountingGrp/TotalAmt06585
IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt09321
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt09321
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt310.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt432.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/PersonNm0JASON WALCOTT
IRS990/Form990PartVIISectionAGrp/PersonNm1STEVE RILEY
IRS990/Form990PartVIISectionAGrp/PersonNm2JOHN KLAUS
IRS990/Form990PartVIISectionAGrp/PersonNm3JEREMY MEAD
IRS990/Form990PartVIISectionAGrp/PersonNm4DOUG HEATH
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt431345
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/TitleTxt0DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt1DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt2DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4REGISTRAR
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr02001
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedInd00
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt01591
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt05
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0144378
IRS990/GrossReceiptsAmt0313046
IRS990/GrossRentsGrp/RealAmt05750
IRS990/GroupExemptionNum00095
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt05
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InsuranceGrp/ManagementAndGeneralAmt024436
IRS990/InsuranceGrp/TotalAmt024436
IRS990/InvestmentIncomeGrp/ExclusionAmt0103120
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0103120
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt01719333
IRS990/InvestmentsPubTradedSecGrp/EOYAmt01674574
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0IA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0142787
IRS990/LessRentalExpensesGrp/RealAmt00
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembershipDuesAmt035879
IRS990/MembersOrStockholdersInd01
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0EDUCATIONAL AND CHARITABLE GIVINGPRESERVATION OF HISTORIC BUILDING TO BE USED FOR CHARITABLE AND CIVIC FUNCTIONS
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt01778362
IRS990/NetAssetsOrFundBalancesEOYAmt01692593
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt01591
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt01591
IRS990/NetRentalIncomeOrLossGrp/RelatedOrExemptFuncIncomeAmt05750
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt05750
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt0107645
IRS990/OccupancyGrp/TotalAmt0107645
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt04950
IRS990/OfficeExpensesGrp/TotalAmt04950
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt01500
IRS990/OtherEmployeeBenefitsGrp/TotalAmt01500
IRS990/OtherExpensesGrp/Desc0SUPREME COUNCIL EXPENSE
IRS990/OtherExpensesGrp/Desc1REGISTRAR REIMBURSEMENT
IRS990/OtherExpensesGrp/Desc2MEETING EXPENSES
IRS990/OtherExpensesGrp/Desc3DUES AND SUBSCRIPTIONS
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt015884
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt17205
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt24357
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt32555
IRS990/OtherExpensesGrp/TotalAmt015884
IRS990/OtherExpensesGrp/TotalAmt17205
IRS990/OtherExpensesGrp/TotalAmt24357
IRS990/OtherExpensesGrp/TotalAmt32555
IRS990/OtherLiabilitiesGrp/BOYAmt03173
IRS990/OtherLiabilitiesGrp/EOYAmt02705
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt031319
IRS990/OtherSalariesAndWagesGrp/TotalAmt031319
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt04820
IRS990/PayrollTaxesGrp/TotalAmt04820
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0JEREMY MEAD
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0138032
IRS990/PYGrantsAndSimilarPaidAmt03990
IRS990/PYInvestmentIncomeAmt0102096
IRS990/PYOtherExpensesAmt0183655
IRS990/PYOtherRevenueAmt08300
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0-1229
IRS990/PYSalariesCompEmpBnftPaidAmt062012
IRS990/PYTotalExpensesAmt0249657
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0248428
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt0-85769
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RentalIncomeOrLossGrp/RealAmt05750
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt01778362
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt01692593
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt01730
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt1975
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0PAYROLL LIABILTIES
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1DAMAGE DEPOSITS
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalLiabilityAmt02705
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
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 2021 (FYE 9/30/2022) FORM 990 WILL BE REVIEWED AT THE NOVEMBER 2022 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/TotalAssetsBOYAmt01781535
IRS990/TotalAssetsEOYAmt01695298
IRS990/TotalAssetsGrp/BOYAmt01781535
IRS990/TotalAssetsGrp/EOYAmt01695298
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt059798
IRS990/TotalEmployeeCnt03
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0256028
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt0256028
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt03173
IRS990/TotalLiabilitiesEOYAmt02705
IRS990/TotalLiabilitiesGrp/BOYAmt03173
IRS990/TotalLiabilitiesGrp/EOYAmt02705
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01778362
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01692593
IRS990/TotalOtherCompensationAmt00
IRS990/TotalReportableCompFromOrgAmt031345
IRS990/TotalRevenueGrp/ExclusionAmt0104711
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt05750
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0170259
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01781535
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01695298
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0616 A AVENUE NE
IRS990/USAddress/CityNm0CEDAR RAPIDS
IRS990/USAddress/StateAbbreviationCd0IA
IRS990/USAddress/ZIPCd052401
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt05
IRS990/WebsiteAddressTxt0WWW.CRSCOTTISHRITE.ORG
IRS990/WhistleblowerPolicyInd00
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JEREMY MEAD
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum03193642904
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-11-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ANCIENT & ACCEPTED SCOTTISH RITE VALLEY
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/PreparerFirmGrp/PreparerFirmEIN0371774566
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SAVANT TAX & CONSULTING
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 75006
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CEDAR RAPIDS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd052407
ReturnHeader/PreparerPersonGrp/PhoneNum03193642945
ReturnHeader/PreparerPersonGrp/PreparationDt02022-11-09
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BARRY FRANTZ
ReturnHeader/ReturnTs02022-11-21T09:05:26-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JEREMY
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0MEAD
ReturnHeader/TaxPeriodBeginDt02021-10-01
ReturnHeader/TaxPeriodEndDt02022-09-30
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$1,695,298
Liabilities
$2,705
Net assets
$1,692,593
Revenue
$170,259
Expenses
$256,028
Net income
-$85,769
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
2022Detailed filing. Detailed filing data is available for this year.$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
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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