Civic Intelligence

Ancient & Accepted Scottish Rite of Free Masonry Southrern Jurisdiction

990 • Fiscal year 2018 • EIN 46-0191692

Jan 01, 2018 to Dec 31, 2018 • Filed on Nov 05, 2019

Organization ProfileN/A
PO Box 1026Aberdeen, SD 57402

(605) 216-1067

Siviq Scores

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

Liabilities / Assets

62nd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2018 filings • 501(c)10 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

60th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2018 filings • 501(c)10 • <$500k nonprofits • Source year 2018

Net Margin

18th percentile

-19%

Higher net margin than 18% of similar nonprofits.

2018 filings • 501(c)10 • <$500k nonprofits • Source year 2018

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2018 filings • 501(c)10 • <$500k nonprofits • Source year 2018

Asset Growth

12th percentile

-16%

Faster asset growth than 12% of similar nonprofits.

2018 filings • 501(c)10 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

21st percentile

-17%

Faster revenue growth than 21% of similar nonprofits.

2018 filings • 501(c)10 • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets62nd percentile

Assets

Down

$461,100

Down $86,092 (-16%) from 2017

Net Assets

Down

$461,100

Down $86,092 (-16%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue60th percentileNet Margin18th percentile

Revenue

Down

$52,288

Down $10,675 (-17%) from 2017

Expenses

Up

$62,133

Up $12,036 (+24%) from 2017

Net Income

Down

-$9,845

Down $22,711 (-177%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth12th percentile

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

$600K$400K$200K$0Assets 2010: $445,616Liabilities 2010: $02010Assets 2011: $424,308Net Assets 2011: $424,3082011Assets 2012: $465,087Net Assets 2012: $465,0872012Assets 2013: $549,068Liabilities 2013: $0Net Assets 2013: $549,0682013Assets 2014: $502,641Liabilities 2014: $0Net Assets 2014: $502,6412014Assets 2015: $473,536Liabilities 2015: $0Net Assets 2015: $473,5362015Assets 2016: $511,200Liabilities 2016: $0Net Assets 2016: $511,2002016Assets 2017: $547,192Liabilities 2017: $0Net Assets 2017: $547,1922017Assets 2018: $461,100Liabilities 2018: $0Net Assets 2018: $461,1002018Assets 2019: $542,910Liabilities 2019: $525Net Assets 2019: $542,3852019Assets 2020: $543,018Liabilities 2020: $0Net Assets 2020: $543,0182020Assets 2021: $599,919Liabilities 2021: $0Net Assets 2021: $599,9192021Assets 2022: $503,391Liabilities 2022: $0Net Assets 2022: $503,3912022Assets 2023: $546,905Liabilities 2023: $0Net Assets 2023: $546,9052023Assets 2024: $581,492Liabilities 2024: $0Net Assets 2024: $581,4922024

Highlighted filing

2018

Assets$461,100
Liabilities$0
Net Assets$461,100
Open 2018 Filing

Operations Trend

Revenue Growth21st percentile

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

$100K$50K$0-$50KRevenue 2010: $37,279Expenses 2010: $29,495Net Income 2010: $7,7842010Revenue 2011: $20,528Expenses 2011: $27,307Net Income 2011: -$6,7792011Revenue 2012: $35,236Expenses 2012: $34,726Net Income 2012: $5102012Revenue 2013: $37,599Expenses 2013: $26,840Net Income 2013: $10,7592013Revenue 2014: $52,863Expenses 2014: $86,418Net Income 2014: -$33,5552014Revenue 2015: $45,384Expenses 2015: $31,158Net Income 2015: $14,2262015Revenue 2016: $34,989Expenses 2016: $26,820Net Income 2016: $8,1692016Revenue 2017: $62,963Expenses 2017: $50,097Net Income 2017: $12,8662017Revenue 2018: $52,288Expenses 2018: $62,133Net Income 2018: -$9,8452018Revenue 2019: $33,508Expenses 2019: $18,672Net Income 2019: $14,8362019Revenue 2020: $25,854Expenses 2020: $43,424Net Income 2020: -$17,5702020Revenue 2021: $48,407Expenses 2021: $41,746Net Income 2021: $6,6612021Revenue 2022: $42,109Expenses 2022: $45,439Net Income 2022: -$3,3302022Revenue 2023: $29,913Expenses 2023: $48,441Net Income 2023: -$18,5282023Revenue 2024: $69,640Expenses 2024: $57,722Net Income 2024: $11,9182024

Highlighted filing

2018

Revenue$52,288
Expenses$62,133
Net Income-$9,845
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Nov 5, 2019
Return Version
2018v3.1
Gross Receipts
$78,582
Mission and Program Overview

Mission

A fraternal and philantrhopic masonic organization

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$492,048$427,285▼ $64,763
Cash and Non-Interest-Bearing Accounts$34,187$13,668▼ $20,519
Savings and Temporary Cash Investments$12,153$12,278▲ $125
Investments in Publicly Traded Securities$8,804$7,869▼ $935
Total Assets$547,192$461,100▼ $86,092
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$538,893$452,801▼ $86,092
Temporarily Rstr Net Assets$8,299$8,299→ $0
Total Net Assets Fund Balance$547,192$461,100▼ $86,092
Total Liabilities and Net Assets / Fund Balance$547,192$461,100▼ $86,092

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$37--
Compensation and Service Providers
Top Officer Pay78th percentile

Board Members and Trustees

NameTitle
Jerry BuechlerCommander
Matthew PerreaultMaster of Ka
Doug WanttieSecretary/tr
Lawrence MadsenVenerable Ma
Darryl SchutteWise Master
Revenue and Support

Revenue Composition

Contributions and Grants
$10,165
Program Service Revenue
$1,572
Investment Income
$40,551
Other Revenue
$0
All Other Contributions
$732
Change in Net Assets
$-9,845
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$35,550
Other Expenses$17,700
Salaries, Compensation, and Employee Benefits$3,599
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$35,550--$35,550
Occupancy-$8,155-$8,155
Benefits to Members$5,284--$5,284
Conferences and Meetings$4,448--$4,448
Other Salaries and Wages-$3,300-$3,300
Office Expenses-$1,791-$1,791
Fees for Services Accounting-$1,331-$1,331
Insurance-$683-$683
Other Expenses$500--$500
Payroll Taxes-$299-$299
Total Functional Expenses$46,574$15,559$0$62,133
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Scottish Rite Foundation of SdSioux Falls, SD501c3-$35,550
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
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
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
Yes
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 6

“Each member has a right to vote on the decisions of the chapter and during the election of officers.”

Form 990, Page 6, Part VI, Line 7A

“Each member is allowed to vote on the decisions of the chapter. All officers,other than the secretary, are nominated/elected by the membership for a two year term. The secretary is appointed by the state's president. By vote, membership can remove the secretary from his position and a new secretary will be appointed by the state president.”

Form 990, Page 6, Part VI, Line 7B

“All actions of the chapter are subject to approval by the membership.”

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

“Secretary/administrator reviews return & signs for submission. Return is presented to membership at the next meeting.”

Form 990, Page 6, Part VI, Line 19

“Governing documents are available upon request.”

Filing and Contact Details

Filer

Filer Name
Ancient & Accepted Scottish Rite of
EIN
46-0191692
Phone
6052161067
Address
PO BOX 1026, ABERDEEN, SD 57402

Signing Officer

Name
Doug Wanttie
Title
Secretary/treasurer
Phone
6052161067
Signed
2019-11-05
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Doug Wanttie
Legal Domicile
Sd
Voting Board Members
4
Independent Board Members
4
Employees
1

Preparer

Firm
Hopfinger & Merriman Ltd
Address
PO BOX 728 102 S 2ND STREET, ABERDEEN, SD 57402-0728
Preparer
Sari Merriman CPA
Phone
6052258890
Raw XML Appendix334 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/ExplanationTxt0EACH MEMBER HAS A RIGHT TO VOTE ON THE DECISIONS OF THE CHAPTER AND DURING THE ELECTION OF OFFICERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EACH MEMBER IS ALLOWED TO VOTE ON THE DECISIONS OF THE CHAPTER. ALL OFFICERS,OTHER THAN THE SECRETARY, ARE NOMINATED/ELECTED BY THE MEMBERSHIP FOR A TWO YEAR TERM. THE SECRETARY IS APPOINTED BY THE STATE'S PRESIDENT. BY VOTE, MEMBERSHIP CAN REMOVE THE SECRETARY FROM HIS POSITION AND A NEW SECRETARY WILL BE APPOINTED BY THE STATE PRESIDENT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ALL ACTIONS OF THE CHAPTER ARE SUBJECT TO APPROVAL BY THE MEMBERSHIP.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3SECRETARY/ADMINISTRATOR REVIEWS RETURN & SIGNS FOR SUBMISSION. RETURN IS PRESENTED TO MEMBERSHIP AT THE NEXT MEETING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4GOVERNING DOCUMENTS ARE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 7B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 19
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IRS990/TotalLiabilitiesGrp/EOYAmt00
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IRS990/TotalProgramServiceExpensesAmt046574
IRS990/TotalProgramServiceRevenueAmt01572
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IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0461100
IRS990/TypeOfOrganizationAssocInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0538893
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0452801
IRS990/UponRequestInd0X
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IRS990/VotingMembersIndependentCnt04
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ReturnHeader/BusinessOfficerGrp/PhoneNum06052161067
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-11-05
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ANCIENT & ACCEPTED SCOTTISH RITE OF
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ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt066.35.105.112
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ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CS
ReturnHeader/FilingSecurityInformation/IPTm016:04:20
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0841663900
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HOPFINGER & MERRIMAN LTD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 728 102 S 2ND STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ABERDEEN
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ReturnHeader/ReturnTs02019-11-06T16:04:20-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$461,100
Liabilities
$0
Net assets
$461,100
Revenue
$52,288
Expenses
$62,133
Net income
-$9,845
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$5.81$0.00$5.81$0.70$0.58$0.12
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.47$0.00$5.47$0.30$0.48$0.19
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.03$0.00$5.03$0.42$0.45$0.03
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.00$0.00$6.00$0.48$0.42$0.07
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.43$0.00$5.43$0.26$0.43$0.18
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.43$0.01$5.42$0.34$0.19$0.15
2018Detailed filing. Detailed filing data is available for this year.$4.61$0.00$4.61$0.52$0.62$0.10
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.47$0.00$5.47$0.63$0.50$0.13
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.11$0.00$5.11$0.35$0.27$0.08
2015Detailed filing. Detailed filing data is available for this year.$4.74$0.00$4.74$0.45$0.31$0.14
2014Detailed filing. Detailed filing data is available for this year.$5.03$0.00$5.03$0.53$0.86$0.34
2013Summary only. Only limited summary data is available for this year.$5.49$0.00$5.49$0.38$0.27$0.11
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.65$4.65$0.35$0.35$0.01
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.24$4.24$0.21$0.27$0.07
2010Summary only. Only limited summary data is available for this year.$4.46$0.00$0.37$0.29$0.08
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2018 filings • 501(c)10 • <$500k nonprofits