Civic Intelligence

Ancient and Accepted Scottish Rite of Freemasonry Valley of Baltimore

990 • Fiscal year 2017 • EIN 52-0226230

Jan 01, 2017 to Dec 31, 2017 • Filed on Jul 12, 2018

Organization Profile[email protected]
3800 North Charles StreetBaltimore, MD 21218

(410) 243-3200

Siviq Scores

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

Liabilities / Assets

34th percentile

0.02x

Higher debt load relative to assets than 34% of similar nonprofits.

2017 filings • $5M-$10M nonprofits • Source year 2017

Liabilities / Revenue

47th percentile

0.11x

Higher debt load relative to revenue than 47% of similar nonprofits.

2017 filings • $5M-$10M nonprofits • Source year 2017

Net Margin

87th percentile

44%

Higher net margin than 87% of similar nonprofits.

2017 filings • $5M-$10M nonprofits • Source year 2017

Top Officer Pay

28th percentile

$0

Higher top officer pay than 28% of similar nonprofits.

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

2017 filings • $5M-$10M nonprofits • Source year 2017

Asset Growth

70th percentile

10%

Faster asset growth than 70% of similar nonprofits.

2017 filings • $5M-$10M nonprofits • Annualized from 2016 to 2017

Revenue Growth

85th percentile

53%

Faster revenue growth than 85% of similar nonprofits.

2017 filings • $5M-$10M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets34th percentile

Assets

Up

$5,360,948

Up $496,962 (+10%) from 2016

Net Assets

Up

$5,238,610

Up $480,886 (+10%) from 2016

Liabilities

Up

$122,338

Up $16,076 (+15%) from 2016

Revenue And Expenses
Liabilities / Revenue47th percentileNet Margin87th percentile

Revenue

Up

$1,089,611

Up $377,696 (+53%) from 2016

Expenses

Up

$608,725

Up $12,737 (+2.1%) from 2016

Net Income

Up

$480,886

Up $364,959 (+315%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth70th percentile

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

$6.0M$4.0M$2.0M$0Assets 2010: $5,294,142Liabilities 2010: $119,285Net Assets 2010: $5,174,8572010Assets 2011: $4,764,567Liabilities 2011: $102,837Net Assets 2011: $4,661,7302011Assets 2012: $5,049,616Liabilities 2012: $144,795Net Assets 2012: $4,904,8212012Assets 2013: $5,205,811Liabilities 2013: $189,070Net Assets 2013: $5,016,7412013Assets 2014: $5,087,747Liabilities 2014: $113,404Net Assets 2014: $4,974,3432014Assets 2015: $4,800,665Liabilities 2015: $158,868Net Assets 2015: $4,641,7972015Assets 2016: $4,863,986Liabilities 2016: $106,262Net Assets 2016: $4,757,7242016Assets 2017: $5,360,948Liabilities 2017: $122,338Net Assets 2017: $5,238,6102017Assets 2018: $4,745,873Liabilities 2018: $83,241Net Assets 2018: $4,662,6322018Assets 2019: $5,256,788Liabilities 2019: $90,165Net Assets 2019: $5,166,6232019Assets 2020: $5,328,154Liabilities 2020: $85,884Net Assets 2020: $5,242,2702020Assets 2021: $5,809,834Liabilities 2021: $95,545Net Assets 2021: $5,714,2892021Assets 2022: $4,955,460Liabilities 2022: $80,753Net Assets 2022: $4,874,7072022Assets 2023: $4,957,321Liabilities 2023: $100,127Net Assets 2023: $4,857,1942023Assets 2024: $5,147,591Liabilities 2024: $91,087Net Assets 2024: $5,056,5042024

Highlighted filing

2017

Assets$5,360,948
Liabilities$122,338
Net Assets$5,238,610
Open 2017 Filing

Operations Trend

Revenue Growth85th percentile

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

$1.5M$1.0M$500K$0-$500KExpenses 2010: $593,8962010Expenses 2011: $829,8632011Expenses 2012: $617,9402012Revenue 2013: $773,909Expenses 2013: $661,989Net Income 2013: $111,9202013Revenue 2014: $572,468Expenses 2014: $614,866Net Income 2014: -$42,3982014Revenue 2015: $295,247Expenses 2015: $627,793Net Income 2015: -$332,5462015Revenue 2016: $711,915Expenses 2016: $595,988Net Income 2016: $115,9272016Revenue 2017: $1,089,611Expenses 2017: $608,725Net Income 2017: $480,8862017Revenue 2018: $587,932Expenses 2018: $554,742Net Income 2018: $33,1902018Revenue 2019: $411,611Expenses 2019: $658,953Net Income 2019: -$247,3422019Revenue 2020: $503,702Expenses 2020: $545,969Net Income 2020: -$42,2672020Revenue 2021: $812,194Expenses 2021: $584,276Net Income 2021: $227,9182021Revenue 2022: $382,979Expenses 2022: $601,946Net Income 2022: -$218,9672022Revenue 2023: $612,838Expenses 2023: $584,983Net Income 2023: $27,8552023Revenue 2024: $543,517Expenses 2024: $498,057Net Income 2024: $45,4602024

Highlighted filing

2017

Revenue$1,089,611
Expenses$608,725
Net Income$480,886
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Jul 12, 2018
Return Version
2017v2.3
Gross Receipts
$1,877,266
Mission and Program Overview

Mission

Orientation of new members & dissemination of philosophy gr

Charitable assistance to indigent members, orientation of new members and dissemination of philosophy

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$4,311,157$4,852,858▲ $541,701
Land, Buildings, and Equipment, Net$251,454$241,580▼ $9,874
Savings and Temporary Cash Investments$159,149$235,501▲ $76,352
Cash and Non-Interest-Bearing Accounts$88,026$26,009▼ $62,017
Total Assets$4,863,986$5,360,948▲ $496,962
Other Assets Total$54,200$5,000▼ $49,200
Liabilities
Other Liabilities$106,262$122,338▲ $16,076
Total Liabilities$106,262$122,338▲ $16,076
Net Assets / Fund Balance
Unrestricted Net Assets$4,648,686$5,121,205▲ $472,519
Temporarily Rstr Net Assets$109,038$117,405▲ $8,367
Total Net Assets Fund Balance$4,757,724$5,238,610▲ $480,886
Total Liabilities and Net Assets / Fund Balance$4,863,986$5,360,948▲ $496,962

Asset Categories

AssetBook ValueDepreciationBasis
Leasehold Improvements$235,275$73,019$308,294
Equipment$6,305$202,509$208,814
Compensation and Service Providers
Top Officer Pay28th percentile

Board Members and Trustees

NameTitle
Bennie G OwensPresident
Henry McdonaldDirector
Joseph RiesDirector
Marlin MillsDirector
Randall WatsonDirector
Frederick a SpicerSecretary
W Raymond BosleyTreasurer
E Ray Leppo JrVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$161,678
Program Service Revenue
$28,285
Investment Income
$817,269
Other Revenue
$82,379
All Other Contributions
$13,696
Change in Net Assets
$480,886
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$424,968
Salaries, Compensation, and Employee Benefits$183,757
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$166,684--$166,684
All Other Expenses$94,775--$94,775
Office Expenses$37,678$14,105-$51,783
Insurance$38,517--$38,517
Fees for Service Investment Mgmnt Fees$35,876--$35,876
Other Expenses$19,860--$19,860
Fees for Services Accounting-$15,600-$15,600
Travel$13,709--$13,709
Payroll Taxes$13,123--$13,123
Depreciation Depletion$9,874--$9,874
Pension Plan Contributions$3,950--$3,950
Advertising$3,570--$3,570
Fees for Services Other$3,515--$3,515
Total Functional Expenses$579,020$29,705$0$608,725
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
Deferred Revenue - Membership Dues$93,375
Deferred Rent$24,600
Due to Related Parties$4,363
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
Yes
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
Yes
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 11B

“Treasurer reviews form 990, then makes presentation to the board of directors”

Form 990, Page 6, Part VI, Line 19

“UPON REQUEST”

Filing and Contact Details

Filer

Filer Name
Ancient and Accepted Scottish Rite
EIN
52-0226230
Phone
4102433200
Address
3800 NORTH CHARLES STREET, BALTIMORE, MD 21218

Signing Officer

Name
Marlin Mills
Title
Director
Phone
4102433200
Signed
2018-07-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Marlin Mills
Legal Domicile
Md
Voting Board Members
8
Independent Board Members
0
Employees
6

Preparer

Firm
Frank Hajek & Associates Pa
Address
25 W COURTLAND ST STE 101, BEL AIR, MD 21014-3782
Preparer
Franklin J Hajek
Phone
4108932083
Supplemental Narrative

Additional Explanations

Form 990, Page 1, Part I, Line 6

“Kitchen staff who prepare weekly lunches.”

Form 990, Page 2, Part III, Line 4D

“Miscellaneous expenses for administration”

Form 990, Part IX, Line 24E

“Miscellaneous 18,072 0 0 investiture 14,100 0 0 supreme council 13,382 0 0 telephone 13,313 0 0 casual labor 5,333 0 0 kitchen expenses 3,665 0 0 fraternal relations 3,520 0 0 donations 3,250 0 0 bank service fees 2,908 0 0 cable tv 2,328 0 0 hall expenses 2,225 0 0 degree rings & jewelry 2,150 0 0 foreign taxes 2,138 0 0 scottish rite club dinner 1,887 0 0 flowers 1,451 0 0 caps & cases 1,284 0 0 class fees 1,014 0 0 photographic 958 0 0 rite cheer expenses 747 0 0 entertainment 650 0 0 computer supplies 300 0 0 memorial expenses 100 0 0 total 94,775 0 0”

Raw XML Appendix366 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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IRS990ScheduleD/EquipmentGrp/DepreciationAmt0202509
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0208814
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt0235275
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt073019
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt0308294
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt093375
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt124600
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt24363
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0DEFERRED REVENUE - MEMBERSHIP DUES
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1DEFERRED RENT
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc2DUE TO RELATED PARTIES
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0241580
IRS990ScheduleD/TotalLiabilityAmt0122338
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0KITCHEN STAFF WHO PREPARE WEEKLY LUNCHES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1MISCELLANEOUS EXPENSES FOR ADMINISTRATION
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2TREASURER REVIEWS FORM 990, THEN MAKES PRESENTATION TO THE BOARD OF DIRECTORS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4MISCELLANEOUS 18,072 0 0 INVESTITURE 14,100 0 0 SUPREME COUNCIL 13,382 0 0 TELEPHONE 13,313 0 0 CASUAL LABOR 5,333 0 0 KITCHEN EXPENSES 3,665 0 0 FRATERNAL RELATIONS 3,520 0 0 DONATIONS 3,250 0 0 BANK SERVICE FEES 2,908 0 0 CABLE TV 2,328 0 0 HALL EXPENSES 2,225 0 0 DEGREE RINGS & JEWELRY 2,150 0 0 FOREIGN TAXES 2,138 0 0 SCOTTISH RITE CLUB DINNER 1,887 0 0 FLOWERS 1,451 0 0 CAPS & CASES 1,284 0 0 CLASS FEES 1,014 0 0 PHOTOGRAPHIC 958 0 0 RITE CHEER EXPENSES 747 0 0 ENTERTAINMENT 650 0 0 COMPUTER SUPPLIES 300 0 0 MEMORIAL EXPENSES 100 0 0 TOTAL 94,775 0 0
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 1, PART I, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 2, PART III, LINE 4D
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART IX, LINE 24E
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TemporarilyRstrNetAssetsGrp/BOYAmt0109038
IRS990/TemporarilyRstrNetAssetsGrp/EOYAmt0117405
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt04863986
IRS990/TotalAssetsEOYAmt05360948
IRS990/TotalAssetsGrp/BOYAmt04863986
IRS990/TotalAssetsGrp/EOYAmt05360948
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0161678
IRS990/TotalEmployeeCnt06
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt029705
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0579020
IRS990/TotalFunctionalExpensesGrp/TotalAmt0608725
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0106262
IRS990/TotalLiabilitiesEOYAmt0122338
IRS990/TotalLiabilitiesGrp/BOYAmt0106262
IRS990/TotalLiabilitiesGrp/EOYAmt0122338
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt04757724
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt05238610
IRS990/TotalProgramServiceRevenueAmt028285
IRS990/TotalRevenueGrp/ExclusionAmt0659808
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0268125
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt01089611
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt04863986
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt05360948
IRS990/TravelGrp/ProgramServicesAmt013709
IRS990/TravelGrp/TotalAmt013709
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt04648686
IRS990/UnrestrictedNetAssetsGrp/EOYAmt05121205
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0PO BOX 2
IRS990/USAddress/CityNm0CHURCHVILLE
IRS990/USAddress/StateAbbreviationCd0MD
IRS990/USAddress/ZIPCd021028
IRS990/VotingMembersGoverningBodyCnt08
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0[email protected]
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MARLIN MILLS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum04102433200
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-07-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ANCIENT AND ACCEPTED SCOTTISH RITE
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0OF FREEMASONRY VALLEY OF BALTIMORE
ReturnHeader/Filer/BusinessNameControlTxt0ANCI
ReturnHeader/Filer/EIN0520226230
ReturnHeader/Filer/PhoneNum04102433200
ReturnHeader/Filer/USAddress/AddressLine1Txt03800 NORTH CHARLES STREET
ReturnHeader/Filer/USAddress/CityNm0BALTIMORE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MD
ReturnHeader/Filer/USAddress/ZIPCd021218
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0388BAED985B25F84A22C36F3241625A71DEFB694
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId04EA250872D29FEA73C8D8ECF82BC039C767669AA
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt096.88.220.177
ReturnHeader/FilingSecurityInformation/IPDt02018-08-08
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm011:59:50
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0521913349
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0FRANK HAJEK & ASSOCIATES PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt025 W COURTLAND ST STE 101
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BEL AIR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0210143782
ReturnHeader/PreparerPersonGrp/PhoneNum04108932083
ReturnHeader/PreparerPersonGrp/PreparationDt02018-07-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0FRANKLIN J HAJEK
ReturnHeader/ReturnTs02018-08-08T12:59:50-04:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

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Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$5,360,948
Liabilities
$122,338
Net assets
$5,238,610
Revenue
$1,089,611
Expenses
$608,725
Net income
$480,886
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.15$0.09$5.06$0.54$0.50$0.05
2023Detailed filing. Detailed filing data is available for this year.$4.96$0.10$4.86$0.61$0.58$0.03
2022Detailed filing. Detailed filing data is available for this year.$4.96$0.08$4.87$0.38$0.60$0.22
2021Detailed filing. Detailed filing data is available for this year.$5.81$0.10$5.71$0.81$0.58$0.23
2020Detailed filing. Detailed filing data is available for this year.$5.33$0.09$5.24$0.50$0.55$0.04
2019Detailed filing. Detailed filing data is available for this year.$5.26$0.09$5.17$0.41$0.66$0.25
2018Detailed filing. Detailed filing data is available for this year.$4.75$0.08$4.66$0.59$0.55$0.03
2017Detailed filing. Detailed filing data is available for this year.$5.36$0.12$5.24$1.09$0.61$0.48
2016Detailed filing. Detailed filing data is available for this year.$4.86$0.11$4.76$0.71$0.60$0.12
2015Detailed filing. Detailed filing data is available for this year.$4.80$0.16$4.64$0.30$0.63$0.33
2014Detailed filing. Detailed filing data is available for this year.$5.09$0.11$4.97$0.57$0.61$0.04
2013Detailed filing. Detailed filing data is available for this year.$5.21$0.19$5.02$0.77$0.66$0.11
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.05$0.14$4.90$0.62
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.76$0.10$4.66$0.83
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.29$0.12$5.17$0.59