Civic Intelligence

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

990 • Fiscal year 2023 • EIN 42-0330920

Oct 01, 2022 to Sep 30, 2023 • Filed on Nov 09, 2023

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

61st percentile

0.00x

Higher debt load relative to assets than 61% of similar nonprofits.

2023 filings • 501(c)10 • $1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

61st percentile

0.01x

Higher debt load relative to revenue than 61% of similar nonprofits.

2023 filings • 501(c)10 • $1M-$5M nonprofits • Source year 2023

Net Margin

8th percentile

-96%

Higher net margin than 8% of similar nonprofits.

2023 filings • 501(c)10 • $1M-$5M nonprofits • Source year 2023

Top Officer Pay

90th percentile

$23,102

Higher top officer pay than 90% of similar nonprofits.

Top officer pay equals 14.7% of source-year revenue.

2023 filings • 501(c)10 • $1M-$5M nonprofits • Source year 2023

Asset Growth

5th percentile

-8.9%

Faster asset growth than 5% of similar nonprofits.

2023 filings • 501(c)10 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Revenue Growth

41st percentile

-7.7%

Faster revenue growth than 41% of similar nonprofits.

2023 filings • 501(c)10 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets61st percentile

Assets

Down

$1,543,904

Down $151,394 (-8.9%) from 2022

Net Assets

Down

$1,541,738

Down $150,855 (-8.9%) from 2022

Liabilities

Down

$2,166

Down $539 (-20%) from 2022

Revenue And Expenses
Liabilities / Revenue61st percentileNet Margin8th percentile

Revenue

Down

$157,118

Down $13,141 (-7.7%) from 2022

Expenses

Up

$307,973

Up $51,945 (+20%) from 2022

Net Income

Down

-$150,855

Down $65,086 (-76%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth5th 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

2023

Assets$1,543,904
Liabilities$2,166
Net Assets$1,541,738
Open 2023 Filing

Operations Trend

Revenue Growth41st 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

2023

Revenue$157,118
Expenses$307,973
Net Income-$150,855
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2022 to Sep 30, 2023
Signed
Nov 9, 2023
Return Version
2022v5.0
Gross Receipts
$479,154
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$1,692,593$1,541,738▼ $150,855
Investments in Publicly Traded Securities$1,674,574$1,524,357▼ $150,217
Cash and Non-Interest-Bearing Accounts$20,724$19,547▼ $1,177
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$1,695,298$1,543,904▼ $151,394
Liabilities
Other Liabilities$2,705$2,166▼ $539
Total Liabilities$2,705$2,166▼ $539
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,692,593$1,541,738▼ $150,855
Total Liabilities and Net Assets / Fund Balance$1,695,298$1,543,904▼ $151,394
Compensation and Service Providers
Top Officer Pay90th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Doug HeathFormer RegistrarPT$23,102$23,102

Board Members and Trustees

NameTitle
Jason WalcottDirector
Jeremy MeadDirector
John KlausDirector
Steve RileyDirector
Tim FeltonDirector
Tom KurtzDirector
Revenue and Support

Revenue Composition

Contributions and Grants
$74,776
Program Service Revenue
$0
Investment Income
$73,672
Other Revenue
$8,670
All Other Contributions
$24,876
Change in Net Assets
$-150,855
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$237,432
Salaries, Compensation, and Employee Benefits$70,541
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Occupancy-$120,081-$120,081
Insurance-$68,035-$68,035
Other Salaries and Wages-$42,316-$42,316
Current Officers, Directors, Trustees, and Key Employees-$23,102-$23,102
Fees for Services Accounting-$7,225-$7,225
Fees for Service Investment Mgmnt Fees-$6,767-$6,767
Payroll Taxes-$5,123-$5,123
Office Expenses-$3,935-$3,935
Other Expenses-$2,956-$2,956
All Other Expenses-$2,806-$2,806
Total Functional Expenses$0$307,973$0$307,973
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$1,156
Damage Deposits$1,010
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 2022 (fye 9/30/2023) form 990 will be reviewed at the november 2023 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
Tim Felton
Title
Director
Phone
3193642904
Signed
2023-11-09
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Tim Felton
Formed
2001
Legal Domicile
Ia
Voting Board Members
7
Independent Board Members
7
Employees
2
Volunteers
0

Preparer

Firm
Savant Tax & Consulting
Address
PO BOX 75006, CEDAR RAPIDS, IA 52407
Preparer
Barry Frantz
Phone
3193642945
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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 2022 (FYE 9/30/2023) FORM 990 WILL BE REVIEWED AT THE NOVEMBER 2023 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/TotalAssetsBOYAmt01695298
IRS990/TotalAssetsEOYAmt01543904
IRS990/TotalAssetsGrp/BOYAmt01695298
IRS990/TotalAssetsGrp/EOYAmt01543904
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt074776
IRS990/TotalEmployeeCnt02
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0307973
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt0307973
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt02705
IRS990/TotalLiabilitiesEOYAmt02166
IRS990/TotalLiabilitiesGrp/BOYAmt02705
IRS990/TotalLiabilitiesGrp/EOYAmt02166
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01692593
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01541738
IRS990/TotalOtherCompensationAmt00
IRS990/TotalReportableCompFromOrgAmt023102
IRS990/TotalRevenueGrp/ExclusionAmt073672
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt08670
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0157118
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01695298
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01543904
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/VotingMembersGoverningBodyCnt07
IRS990/VotingMembersIndependentCnt07
IRS990/WebsiteAddressTxt0WWW.CRSCOTTISHRITE.ORG
IRS990/WhistleblowerPolicyInd00
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0TIM FELTON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum03193642904
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-11-09
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/IRSResponsiblePrtyInfoCurrInd00
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/PreparationDt02023-11-09
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BARRY FRANTZ
ReturnHeader/ReturnTs02023-11-10T14:43:49-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0TIM
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0FELTON
ReturnHeader/TaxPeriodBeginDt02022-10-01
ReturnHeader/TaxPeriodEndDt02023-09-30
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$1,543,904
Liabilities
$2,166
Net assets
$1,541,738
Revenue
$157,118
Expenses
$307,973
Net income
-$150,855
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
2023Detailed filing. Detailed filing data is available for this year.$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
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
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2023 filings • 501(c)10 • $1M-$5M nonprofits