Civic Intelligence

Ancient & Accepted Scottish Rite

990 • Fiscal year 2021 • EIN 59-0761668

Jan 01, 2021 to Dec 31, 2021 • Filed on Nov 11, 2022

Organization Profilewww.srorlando.com
P O Box 5736Winter Park, FL 32793

(407) 657-4550

Siviq Scores

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

Liabilities / Assets

66th percentile

0.00x

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

2021 filings • 501(c)10 • <$500k nonprofits • Source year 2021

Liabilities / Revenue

66th percentile

0.00x

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

2021 filings • 501(c)10 • <$500k nonprofits • Source year 2021

Net Margin

53rd percentile

9.2%

Higher net margin than 53% of similar nonprofits.

2021 filings • 501(c)10 • <$500k nonprofits • Source year 2021

Top Officer Pay

100th percentile

$38,000

Higher top officer pay than 100% of similar nonprofits.

Top officer pay equals 17.0% of source-year revenue.

2021 filings • 501(c)10 • <$500k nonprofits • Source year 2021

Asset Growth

30th percentile

-2.3%

Faster asset growth than 30% of similar nonprofits.

2021 filings • 501(c)10 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

68th percentile

32%

Faster revenue growth than 68% of similar nonprofits.

2021 filings • 501(c)10 • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets66th percentile

Assets

Down

$435,263

Down $10,433 (-2.3%) from 2020

Net Assets

Down

$435,263

Down $10,433 (-2.3%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue66th percentileNet Margin53rd percentile

Revenue

Up

$224,142

Up $54,800 (+32%) from 2020

Expenses

Up

$203,434

Up $3,017 (+1.5%) from 2020

Net Income

Up

$20,708

Up $51,783 (+167%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth30th percentile

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

$1.5M$1.0M$500K$0-$500KAssets 2011: $1,102,918Liabilities 2011: $67,870Net Assets 2011: $1,035,0482011Assets 2012: $1,130,687Liabilities 2012: $76,568Net Assets 2012: $1,054,1192012Assets 2013: $1,109,615Liabilities 2013: $62,835Net Assets 2013: $1,046,7802013Assets 2014: $1,003,263Liabilities 2014: $11,094Net Assets 2014: $992,1692014Assets 2015: $905,498Liabilities 2015: $40,968Net Assets 2015: $864,5302015Assets 2016: $793,378Liabilities 2016: $38,564Net Assets 2016: $754,8142016Assets 2017: $655,052Liabilities 2017: $40,670Net Assets 2017: $614,3822017Assets 2018: $459,541Liabilities 2018: -$54,857Net Assets 2018: $514,3982018Assets 2019: $510,169Liabilities 2019: $0Net Assets 2019: $510,1692019Assets 2020: $445,696Liabilities 2020: $0Net Assets 2020: $445,6962020Assets 2021: $435,263Liabilities 2021: $0Net Assets 2021: $435,2632021Assets 2022: $439,804Liabilities 2022: $0Net Assets 2022: $439,8042022Assets 2023: $590,982Liabilities 2023: $0Net Assets 2023: $590,9822023Assets 2024: $552,638Liabilities 2024: $0Net Assets 2024: $552,6382024

Highlighted filing

2021

Assets$435,263
Liabilities$0
Net Assets$435,263
Open 2021 Filing

Operations Trend

Revenue Growth68th percentile

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

$400K$200K$0-$200KRevenue 2011: $235,596Expenses 2011: $300,134Net Income 2011: -$64,5382011Revenue 2012: $259,818Expenses 2012: $240,747Net Income 2012: $19,0712012Revenue 2013: $282,644Expenses 2013: $289,983Net Income 2013: -$7,3392013Revenue 2014: $257,166Expenses 2014: $311,777Net Income 2014: -$54,6112014Revenue 2015: $193,008Expenses 2015: $320,647Net Income 2015: -$127,6392015Revenue 2016: $172,303Expenses 2016: $282,019Net Income 2016: -$109,7162016Revenue 2017: $138,672Expenses 2017: $279,104Net Income 2017: -$140,4322017Revenue 2018: $126,500Expenses 2018: $226,484Net Income 2018: -$99,9842018Revenue 2019: $241,870Expenses 2019: $192,960Net Income 2019: $48,9102019Revenue 2020: $169,342Expenses 2020: $200,417Net Income 2020: -$31,0752020Revenue 2021: $224,142Expenses 2021: $203,434Net Income 2021: $20,7082021Revenue 2022: $164,668Expenses 2022: $198,837Net Income 2022: -$34,1692022Revenue 2023: $196,639Expenses 2023: $206,199Net Income 2023: -$9,5602023Revenue 2024: $238,161Expenses 2024: $239,254Net Income 2024: -$1,0932024

Highlighted filing

2021

Revenue$224,142
Expenses$203,434
Net Income$20,708
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Nov 11, 2022
Return Version
2021v4.2
Gross Receipts
$224,142
Mission and Program Overview

Mission

To be the premier fraternity of men of integrity and good character by providing opportunities for personal growth, leadership skills, education and social interaction based on thevalues of friendship, charity, pariotism, tolerance, integrity

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$838,793$807,652▼ $31,141
Investments Other Securities$371,491$371,491→ $0
Savings and Temporary Cash Investments$53,796$43,363▼ $10,433
Land, Buildings, and Equipment, Net$20,409$20,409→ $0
Rtn Earn Endowment Incm Other Fnds$-393,097$-372,389▲ $20,708
Total Assets$445,696$435,263▼ $10,433
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$445,696$435,263▼ $10,433
Total Liabilities and Net Assets / Fund Balance$445,696$435,263▼ $10,433

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$20,409$164,327$184,736
Other Securities$371,491--
Compensation and Service Providers
Top Officer Pay100th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Keith W AlbrightFraternal SecretaryFT$38,000$38,000

Board Members and Trustees

NameTitle
Patrick M Uppole1st Lt Commander
Dominick F Tesoriere2nd Lt Commander
Martin D SchwebelAlmoner
Christopher J DurieChancellor
Jerry W Clark SrCommander
Guenter R Sommer SrMaster of Kadosh
John A MilesMinister of State
Jaime M CebolleroPreceptor
David M RosenthalPrior
Chester J TokarTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$118,780
Program Service Revenue
$0
Investment Income
$77,742
Other Revenue
$27,620
All Other Contributions
$23,545
Change in Net Assets
$20,708
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$163,618
Salaries, Compensation, and Employee Benefits$39,816
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Occupancy$60,025--$60,025
Payments to Affiliates$47,226--$47,226
Current Officers, Directors, Trustees, and Key Employees$37,200--$37,200
Office Expenses$8,964--$8,964
Insurance$6,178--$6,178
Other Expenses$4,559--$4,559
Travel$2,671--$2,671
Payroll Taxes$2,616--$2,616
Fees for Services Accounting$2,224--$2,224
All Other Expenses$746--$746
Total Functional Expenses$203,434$0$0$203,434
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
Yes
Audit committee
No
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
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Members or stockholder classes and rights Part VI line 6

“The ancient and accepted scottish rite calley of orlando is a fraternal organization. It is made up of members that serve as pfficers, directors and trustees as well as members at large.”

Member election for additional members Part VI line 7A

“The members of the fraternal organization elect the offiers each year”

Form 990 governing body review Part VI line 11

“oNCE THE RETURN IS PREPARED, THE OFFICERS REVIEW THE RETURN BEFORE IT IS FILED. THE RETURN IS ALSO REVIEWED BY THE SOVEREIGN GRAND INSPECTOR GENERAL FOR THE STATE OF FLORIDA AND BY THE EXECUTIVE DIRECTOR OF THE SUPREME COUNCIL IN WASHINGTON, DC”

Governing documents etc available to public Part VI line 19

“The tax return is avaliable for public inspection upon request. It is not posted on the organizations website.”

Filing and Contact Details

Filer

Filer Name
Ancient & Accepted Scottish Rite
EIN
59-0761668
Address
P O Box 5736, Winter Park, FL 32793
Doing Business As
Valley of Orlando

Signing Officer

Name
Keith W Albright
Title
Fraternal Secre
Phone
4076574550
Signed
2022-11-11
Discuss with paid preparer
No

Organization Details

Principal Officer
Guenter R Sommer Sr
Formed
1955
Legal Domicile
Fl
Voting Board Members
0
Independent Board Members
0
Employees
1

Preparer

Firm
Steven R Deviese CPA PA
Address
PO Box 103, Apopka, FL 32704
Preparer
Steven R Deviese CPA
Phone
4078864331
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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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IRS990/PYContributionsGrantsAmt092708
IRS990/PYInvestmentIncomeAmt065000
IRS990/PYOtherExpensesAmt0160600
IRS990/PYOtherRevenueAmt011634
IRS990/PYRevenuesLessExpensesAmt0-31075
IRS990/PYSalariesCompEmpBnftPaidAmt039817
IRS990/PYTotalExpensesAmt0200417
IRS990/PYTotalRevenueAmt0169342
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt020708
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0true
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0-393097
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0-372389
IRS990/SavingsAndTempCashInvstGrp/BOYAmt053796
IRS990/SavingsAndTempCashInvstGrp/EOYAmt043363
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/EquipmentGrp/BookValueAmt020409
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0164327
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0184736
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt0371491
IRS990ScheduleD/OtherSecuritiesGrp/Desc0Mutual Fund
IRS990ScheduleD/OtherSecuritiesGrp/Desc1Mutual Prep Fund
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0C
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd1C
IRS990ScheduleD/TotalBookValueLandBuildingsAmt020409
IRS990ScheduleD/TotalBookValueSecuritiesAmt0371491
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ANCIENT AND ACCEPTED SCOTTISH RITE CALLEY OF ORLANDO IS A FRATERNAL ORGANIZATION. IT IS MADE UP OF MEMBERS THAT SERVE AS PFFICERS, DIRECTORS AND TRUSTEES AS WELL AS MEMBERS AT LARGE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE MEMBERS OF THE FRATERNAL ORGANIZATION ELECT THE OFFIERS EACH YEAR
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2oNCE THE RETURN IS PREPARED, THE OFFICERS REVIEW THE RETURN BEFORE IT IS FILED. THE RETURN IS ALSO REVIEWED BY THE SOVEREIGN GRAND INSPECTOR GENERAL FOR THE STATE OF FLORIDA AND BY THE EXECUTIVE DIRECTOR OF THE SUPREME COUNCIL IN WASHINGTON, DC
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE TAX RETURN IS AVALIABLE FOR PUBLIC INSPECTION UPON REQUEST. IT IS NOT POSTED ON THE ORGANIZATIONS WEBSITE.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Members or stockholder classes and rights Part VI line 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Member election for additional members Part VI line 7a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990 governing body review Part VI line 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Governing documents etc available to public Part VI line 19
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0Orlando Scottish Rite Holding Corp
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0593373680
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501c2
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0FL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt0Po Box 5736
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0Winter Park
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0FL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd032793
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0445696
IRS990/TotalAssetsEOYAmt0435263
IRS990/TotalAssetsGrp/BOYAmt0445696
IRS990/TotalAssetsGrp/EOYAmt0435263
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0118780
IRS990/TotalEmployeeCnt01
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0203434
IRS990/TotalFunctionalExpensesGrp/TotalAmt0203434
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0445696
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0435263
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0203434
IRS990/TotalReportableCompFromOrgAmt038000
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0105362
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0224142
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0445696
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0435263
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/ProgramServicesAmt02671
IRS990/TravelGrp/TotalAmt02671
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0PO Box 607310
IRS990/USAddress/CityNm0Orlando
IRS990/USAddress/StateAbbreviationCd0FL
IRS990/USAddress/ZIPCd0328607310
IRS990/VotingMembersGoverningBodyCnt00
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0www.srorlando.com
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/OOBSecurityVerificationCd000
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0Keith W Albright
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Fraternal Secre
ReturnHeader/BusinessOfficerGrp/PhoneNum04076574550
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-11-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Ancient & Accepted Scottish Rite
ReturnHeader/Filer/BusinessNameControlTxt0ANCI
ReturnHeader/Filer/EIN0590761668
ReturnHeader/Filer/USAddress/AddressLine1Txt0P O Box 5736
ReturnHeader/Filer/USAddress/CityNm0Winter Park
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd032793
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0593263717
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Steven R Deviese CPA PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO Box 103
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Apopka
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd032704
ReturnHeader/PreparerPersonGrp/PhoneNum04078864331
ReturnHeader/PreparerPersonGrp/PreparationDt02022-11-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Steven R Deviese CPA
ReturnHeader/ReturnTs02022-11-15T08:38:09-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Keith
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Albright
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

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Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$435,263
Liabilities
$0
Net assets
$435,263
Revenue
$224,142
Expenses
$203,434
Net income
$20,708
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.55$0.00$0.55$0.24$0.24$0.00
2023Summary only. Only limited summary data is available for this year.$0.59$0.00$0.59$0.20$0.21$0.01
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.44$0.00$0.44$0.16$0.20$0.03
2021Detailed filing. Detailed filing data is available for this year.$0.44$0.00$0.44$0.22$0.20$0.02
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.45$0.00$0.45$0.17$0.20$0.03
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.51$0.00$0.51$0.24$0.19$0.05
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.46$0.05$0.51$0.13$0.23$0.10
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.66$0.04$0.61$0.14$0.28$0.14
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.79$0.04$0.75$0.17$0.28$0.11
2015Detailed filing. Detailed filing data is available for this year.$0.91$0.04$0.86$0.19$0.32$0.13
2014Summary only. Only limited summary data is available for this year.$1.00$0.01$0.99$0.26$0.31$0.05
2013Summary only. Only limited summary data is available for this year.$1.11$0.06$1.05$0.28$0.29$0.01
2012Summary only. Only limited summary data is available for this year.$1.13$0.08$1.05$0.26$0.24$0.02
2011Summary only. Only limited summary data is available for this year.$1.10$0.07$1.04$0.24$0.30$0.06