Civic Intelligence

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

990 • Fiscal year 2024 • EIN 42-0330920

Oct 01, 2023 to Sep 30, 2024 • Filed on Dec 23, 2024

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

62nd percentile

0.00x

Higher debt load relative to assets than 62% of similar nonprofits.

2024 filings • 501(c)10 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

58th percentile

0.01x

Higher debt load relative to revenue than 58% of similar nonprofits.

2024 filings • 501(c)10 • $1M-$5M nonprofits • Source year 2024

Net Margin

72nd percentile

41%

Higher net margin than 72% of similar nonprofits.

2024 filings • 501(c)10 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

80th percentile

$12,420

Higher top officer pay than 80% of similar nonprofits.

Top officer pay equals 2.7% of source-year revenue.

2024 filings • 501(c)10 • $1M-$5M nonprofits • Source year 2024

Asset Growth

74th percentile

11%

Faster asset growth than 74% of similar nonprofits.

2024 filings • 501(c)10 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

90th percentile

191%

Faster revenue growth than 90% of similar nonprofits.

2024 filings • 501(c)10 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets62nd percentile

Assets

Up

$1,713,342

Up $169,438 (+11%) from 2023

Net Assets

Up

$1,709,868

Up $168,130 (+11%) from 2023

Liabilities

Up

$3,474

Up $1,308 (+60%) from 2023

Revenue And Expenses
Liabilities / Revenue58th percentileNet Margin72nd percentile

Revenue

Up

$457,122

Up $300,004 (+191%) from 2023

Expenses

Down

$271,168

Down $36,805 (-12%) from 2023

Net Income

Up

$185,954

Up $336,809 (+223%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth74th 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 2024: $1,713,342Liabilities 2024: $3,474Net Assets 2024: $1,709,8682024Assets 2025: $2,042,732Liabilities 2025: $4,650Net Assets 2025: $2,038,0822025

Highlighted filing

2024

Assets$1,713,342
Liabilities$3,474
Net Assets$1,709,868
Open 2024 Filing

Operations Trend

Revenue Growth90th 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 2024: $457,122Expenses 2024: $271,168Net Income 2024: $185,9542024Revenue 2025: $608,475Expenses 2025: $280,297Net Income 2025: $328,1782025

Highlighted filing

2024

Revenue$457,122
Expenses$271,168
Net Income$185,954
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2023 to Sep 30, 2024
Signed
Dec 23, 2024
Return Version
2023v6.0
Gross Receipts
$1,854,132
Mission and Program Overview

Mission

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

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$1,541,738$1,709,868▲ $168,130
Investments in Publicly Traded Securities$1,524,357$1,696,566▲ $172,209
Cash and Non-Interest-Bearing Accounts$19,547$16,529▼ $3,018
Total Assets$1,543,904$1,713,342▲ $169,438
Other Assets Total-$247-
Liabilities
Other Liabilities$2,166$3,474▲ $1,308
Total Liabilities$2,166$3,474▲ $1,308
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,541,738$1,709,868▲ $168,130
Total Liabilities and Net Assets / Fund Balance$1,543,904$1,713,342▲ $169,438
Compensation and Service Providers
Top Officer Pay80th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Tom KurtzRegistrarPT$12,420$12,420

Board Members and Trustees

NameTitle
Jason WalcottDirector
Jeremy MeadDirector
John KlausDirector
Jon SommermeyerDirector
Steve RileyDirector
Tim FeltonDirector
Revenue and Support

Revenue Composition

Contributions and Grants
$71,717
Program Service Revenue
$0
Investment Income
$372,760
Other Revenue
$12,645
All Other Contributions
$27,507
Change in Net Assets
$185,954
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$191,976
Salaries, Compensation, and Employee Benefits$79,192
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Occupancy-$144,528-$144,528
Other Salaries and Wages-$61,216-$61,216
Current Officers, Directors, Trustees, and Key Employees-$12,420-$12,420
Fees for Service Investment Mgmnt Fees-$9,642-$9,642
Fees for Services Accounting-$6,372-$6,372
Payroll Taxes-$5,556-$5,556
Insurance-$3,868-$3,868
All Other Expenses-$2,771-$2,771
Other Expenses-$1,720-$1,720
Office Expenses-$1,333-$1,333
Total Functional Expenses$0$271,168$0$271,168
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$2,414
Damage Deposits$1,060
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
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, Page 6, Part VI, Line 6

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

Form 990, Page 6, Part VI, Line 11B

“The 2023 (fye 9/30/2024) form 990 will be reviewed at the december 2024 board meeting. Copies of the 990 and financial statements used to prepare the return will be given to each board member.”

Form 990, Page 6, Part VI, 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
EIN
42-0330920
Phone
3193642904
Address
616 A AVENUE NE, CEDAR RAPIDS, IA 52401

Signing Officer

Name
Tim Felton
Title
Director
Phone
3193642904
Signed
2024-12-23
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
4

Preparer

Firm
Savant Tax & Consulting
Address
PO BOX 75006, CEDAR RAPIDS, IA 52407
Preparer
Barry Frantz Ea
Phone
3193642945
Supplemental Narrative

Additional Explanations

Form 990, Part XI, Line 9

“Prior period cost basis adjustment -17,824”

Raw XML Appendix314 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 2023 (FYE 9/30/2024) FORM 990 WILL BE REVIEWED AT THE DECEMBER 2024 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/ExplanationTxt3PRIOR PERIOD COST BASIS ADJUSTMENT -17,824
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART XI, LINE 9
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IRS990/TotalLiabilitiesGrp/BOYAmt02166
IRS990/TotalLiabilitiesGrp/EOYAmt03474
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01541738
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01709868
IRS990/TotalReportableCompFromOrgAmt012420
IRS990/TotalRevenueGrp/ExclusionAmt0372760
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt012645
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0457122
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01543904
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01713342
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0611 LOCUST RD
IRS990/USAddress/CityNm0DECORAH
IRS990/USAddress/StateAbbreviationCd0IA
IRS990/USAddress/ZIPCd052101
IRS990/VotingMembersGoverningBodyCnt07
IRS990/VotingMembersIndependentCnt07
IRS990/WebsiteAddressTxt0WWW.CRSCOTTISHRITE.ORG
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0TIM FELTON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum03193642904
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-12-23
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ANCIENT & ACCEPTED SCOTTISH RITE
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0VALLEY OF 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/IRSResponsiblePrtyInfoCurrInd0false
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/PreparationDt02025-01-20
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BARRY FRANTZ EA
ReturnHeader/ReturnTs02025-01-22T15:48:53-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02023-10-01
ReturnHeader/TaxPeriodEndDt02024-09-30
ReturnHeader/TaxYr02023

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$1,713,342
Liabilities
$3,474
Net assets
$1,709,868
Revenue
$457,122
Expenses
$271,168
Net income
$185,954
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
2024Detailed filing. Detailed filing data is available for this year.$1.71$0.00$1.71$0.46$0.27$0.19
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
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