Civic Intelligence

Ancient and Accepted Scottish Rite of Freemasonry Valley of Baltimore

990 • Fiscal year 2023 • EIN 52-0226230

Jan 01, 2023 to Dec 31, 2023 • Filed on Jul 31, 2024

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

75th percentile

0.02x

Higher debt load relative to assets than 75% of similar nonprofits.

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

Liabilities / Revenue

76th percentile

0.16x

Higher debt load relative to revenue than 76% of similar nonprofits.

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

Net Margin

47th percentile

4.5%

Higher net margin than 47% of similar nonprofits.

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

Top Officer Pay

51st percentile

$0

Higher top officer pay than 51% of similar nonprofits.

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

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

Asset Growth

28th percentile

0.0%

Faster asset growth than 28% of similar nonprofits.

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

Revenue Growth

81st percentile

60%

Faster revenue growth than 81% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets75th percentile

Assets

Up

$4,957,321

Up $1,861 (+0.0%) from 2022

Net Assets

Down

$4,857,194

Down $17,513 (-0.4%) from 2022

Liabilities

Up

$100,127

Up $19,374 (+24%) from 2022

Revenue And Expenses
Liabilities / Revenue76th percentileNet Margin47th percentile

Revenue

Up

$612,838

Up $229,859 (+60%) from 2022

Expenses

Down

$584,983

Down $16,963 (-2.8%) from 2022

Net Income

Up

$27,855

Up $246,822 (+113%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth28th 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

2023

Assets$4,957,321
Liabilities$100,127
Net Assets$4,857,194
Open 2023 Filing

Operations Trend

Revenue Growth81st 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

2023

Revenue$612,838
Expenses$584,983
Net Income$27,855
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Jul 31, 2024
Return Version
2023v5.0
Gross Receipts
$1,659,272
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$4,535,153$4,550,014▲ $14,861
Land, Buildings, and Equipment, Net$196,738$189,030▼ $7,708
Cash and Non-Interest-Bearing Accounts$149,709$138,586▼ $11,123
Savings and Temporary Cash Investments$73,291$79,162▲ $5,871
Total Assets$4,955,460$4,957,321▲ $1,861
Other Assets Total$569$529▼ $40
Liabilities
Other Liabilities$80,753$100,127▲ $19,374
Total Liabilities$80,753$100,127▲ $19,374
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$4,739,065$4,710,078▼ $28,987
Net Assets With Donor Restrictions$135,642$147,116▲ $11,474
Total Net Assets Fund Balance$4,874,707$4,857,194▼ $17,513
Total Liabilities and Net Assets / Fund Balance$4,955,460$4,957,321▲ $1,861

Asset Categories

AssetBook ValueDepreciationBasis
Leasehold Improvements$189,030$119,264$308,294
Equipment-$208,814$208,814
Compensation and Service Providers
Top Officer Pay51st percentile

Board Members and Trustees

NameTitle
E Ray Leppo JrPresident
Earle BensonDirector
George J ChristoffDirector
Joseph E Ries IvDirector
Randy WatsonDirector
Marlin MillsEx-officio M
Frederick a SpicerSecretary
W Raymond BosleyTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$161,981
Program Service Revenue
$0
Investment Income
$373,087
Other Revenue
$77,770
All Other Contributions
$53,514
Change in Net Assets
$27,855
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$484,623
Salaries, Compensation, and Employee Benefits$100,360
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$86,301--$86,301
All Other Expenses$75,215--$75,215
Insurance$56,267--$56,267
Office Expenses$50,655$3,673-$54,328
Fees for Service Investment Mgmnt Fees$31,676--$31,676
Fees for Services Other$27,128--$27,128
Other Expenses$20,525--$20,525
Travel$19,007--$19,007
Payroll Taxes$9,075--$9,075
Depreciation Depletion$7,707--$7,707
Pension Plan Contributions$4,984--$4,984
Total Functional Expenses$581,310$3,673$0$584,983
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$97,448
Credit Card Liability$2,379
Due to Related Parties$300
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
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
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
Ex-officio Member
Phone
4102433200
Signed
2024-07-31
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Marlin Mills
Legal Domicile
Md
Voting Board Members
8
Independent Board Members
0
Employees
4

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

“Bldg maintenance & suppli 14,988 0 0 degree rings & jewelry 11,324 0 0 member item expense 9,180 0 0 telephone 8,915 0 0 cable cost 8,565 0 0 hall expenses 7,637 0 0 kitchen expenses 5,219 0 0 fraternal relations 4,759 0 0 computer supplies 2,238 0 0 bank service fees 1,483 0 0 miscellaneous 620 0 0 contributions 150 0 0 almoner fund exp 137 0 0 total 75,215 0 0”

Form 990, Part XI, Line 9

“Life membership 4,220 almoner fund 0 total 4,220”

Raw XML Appendix338 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
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IRS990/Form990PartVIISectionAGrp/TitleTxt2DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt3EX-OFFICIO M
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5TREASURER
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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/ExplanationTxt4BLDG MAINTENANCE & SUPPLI 14,988 0 0 DEGREE RINGS & JEWELRY 11,324 0 0 MEMBER ITEM EXPENSE 9,180 0 0 TELEPHONE 8,915 0 0 CABLE COST 8,565 0 0 HALL EXPENSES 7,637 0 0 KITCHEN EXPENSES 5,219 0 0 FRATERNAL RELATIONS 4,759 0 0 COMPUTER SUPPLIES 2,238 0 0 BANK SERVICE FEES 1,483 0 0 MISCELLANEOUS 620 0 0 CONTRIBUTIONS 150 0 0 ALMONER FUND EXP 137 0 0 TOTAL 75,215 0 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5LIFE MEMBERSHIP 4,220 ALMONER FUND 0 TOTAL 4,220
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
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART XI, LINE 9
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt04955460
IRS990/TotalAssetsEOYAmt04957321
IRS990/TotalAssetsGrp/BOYAmt04955460
IRS990/TotalAssetsGrp/EOYAmt04957321
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0161981
IRS990/TotalEmployeeCnt04
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt03673
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0581310
IRS990/TotalFunctionalExpensesGrp/TotalAmt0584983
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt080753
IRS990/TotalLiabilitiesEOYAmt0100127
IRS990/TotalLiabilitiesGrp/BOYAmt080753
IRS990/TotalLiabilitiesGrp/EOYAmt0100127
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt04874707
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt04857194
IRS990/TotalRevenueGrp/ExclusionAmt077770
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0373087
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0612838
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt04955460
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt04957321
IRS990/TravelGrp/ProgramServicesAmt019007
IRS990/TravelGrp/TotalAmt019007
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
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/BuildTS02024-08-08 14:25:15Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MARLIN MILLS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EX-OFFICIO MEMBER
ReturnHeader/BusinessOfficerGrp/PhoneNum04102433200
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-07-31
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/IRSResponsiblePrtyInfoCurrInd0false
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/PreparationDt02024-07-24
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0FRANKLIN J HAJEK
ReturnHeader/ReturnTs02024-08-23T13:07:46-04:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$4,957,321
Liabilities
$100,127
Net assets
$4,857,194
Revenue
$612,838
Expenses
$584,983
Net income
$27,855
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