Civic Intelligence

Ancient & Accepted Scottish Rite of Freemasonrysouthern Jurisdictionu

990 • Fiscal year 2014 • EIN 61-0207365

Jul 01, 2013 to Jun 30, 2014 • Filed on Jan 20, 2015

Organization ProfileN/A
200 East Gray Street40202

(502) 584-6185

Siviq Scores

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

Liabilities / Assets

13th percentile

0.00x

Higher debt load relative to assets than 13% of similar nonprofits.

2014 filings • $25M-$50M nonprofits • Source year 2014

Liabilities / Revenue

13th percentile

0.00x

Higher debt load relative to revenue than 13% of similar nonprofits.

2014 filings • $25M-$50M nonprofits • Source year 2014

Net Margin

96th percentile

80%

Higher net margin than 96% of similar nonprofits.

2014 filings • $25M-$50M nonprofits • Source year 2014

Top Officer Pay

16th percentile

$31,210

Higher top officer pay than 16% of similar nonprofits.

Top officer pay equals 0.8% of source-year revenue.

2014 filings • $25M-$50M nonprofits • Source year 2014

Asset Growth

81st percentile

14%

Faster asset growth than 81% of similar nonprofits.

2014 filings • $25M-$50M nonprofits • Annualized from 2013 to 2014

Revenue Growth

98th percentile

476%

Faster revenue growth than 98% of similar nonprofits.

2014 filings • $25M-$50M nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets13th percentile

Assets

Flat

$33,735,873

Flat from 2014

Net Assets

Flat

$33,734,180

Flat from 2014

Liabilities

Flat

$1,693

Flat from 2014

Revenue And Expenses
Liabilities / Revenue13th percentileNet Margin96th percentile

Revenue

Flat

$4,071,236

Flat from 2014

Expenses

Flat

$820,174

Flat from 2014

Net Income

Flat

$3,251,062

Flat from 2014

Historical Trend

Balance Sheet Trend

Asset Growth81st percentile

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

$60M$40M$20M$0Assets 2010: $24,283,566Liabilities 2010: $2,716Net Assets 2010: $24,280,8502010Assets 2011: $27,115,215Liabilities 2011: $890Net Assets 2011: $27,114,3252011Assets 2012: $26,474,149Liabilities 2012: $1,968Net Assets 2012: $26,472,1812012Assets 2013: $29,532,376Liabilities 2013: $1,107Net Assets 2013: $29,531,2692013Assets 2014: $33,735,873Liabilities 2014: $1,693Net Assets 2014: $33,734,1802014Assets 2014: $33,735,873Liabilities 2014: $1,693Net Assets 2014: $33,734,1802014Assets 2015: $34,171,181Liabilities 2015: $1,656Net Assets 2015: $34,169,5252015Assets 2016: $33,426,105Liabilities 2016: $1,762Net Assets 2016: $33,424,3432016Assets 2017: $37,305,983Liabilities 2017: $1,672Net Assets 2017: $37,304,3112017Assets 2018: $40,414,977Liabilities 2018: $1,563Net Assets 2018: $40,413,4142018Assets 2020: $43,451,803Liabilities 2020: $2,354Net Assets 2020: $43,449,4492020Assets 2022: $50,385,932Liabilities 2022: $2,739Net Assets 2022: $50,383,1932022Assets 2023: $56,015,986Liabilities 2023: $4,298Net Assets 2023: $56,011,6882023

Highlighted filing

2014

Assets$33,735,873
Liabilities$1,693
Net Assets$33,734,180
Open 2014 Filing

Operations Trend

Revenue Growth98th percentile

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

$6.0M$4.0M$2.0M$0-$2.0MExpenses 2010: $687,7722010Expenses 2011: $1,786,8972011Expenses 2012: $852,6222012Revenue 2013: $707,169Expenses 2013: $730,998Net Income 2013: -$23,8292013Revenue 2014: $4,071,236Expenses 2014: $820,174Net Income 2014: $3,251,0622014Revenue 2014: $4,071,236Expenses 2014: $820,174Net Income 2014: $3,251,0622014Revenue 2015: $1,139,207Expenses 2015: $955,916Net Income 2015: $183,2912015Revenue 2016: $1,038,676Expenses 2016: $1,045,614Net Income 2016: -$6,9382016Revenue 2017: $1,474,458Expenses 2017: $800,650Net Income 2017: $673,8082017Revenue 2018: $1,252,693Expenses 2018: $785,952Net Income 2018: $466,7412018Revenue 2020: $1,052,541Expenses 2020: $660,353Net Income 2020: $392,1882020Revenue 2022: $1,824,898Expenses 2022: $793,038Net Income 2022: $1,031,8602022Revenue 2023: $1,394,723Expenses 2023: $815,440Net Income 2023: $579,2832023

Highlighted filing

2014

Revenue$4,071,236
Expenses$820,174
Net Income$3,251,062
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Jan 20, 2015
Return Version
2013v4.0
Gross Receipts
$13,607,930
Mission and Program Overview

Mission

To advance the knowledge and understanding of the masonic mission.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$28,232,507$32,371,552▲ $4,139,045
Land, Buildings, and Equipment, Net$783,446$737,252▼ $46,194
Other Notes and Loans Receivable, Net$378,000$372,500▼ $5,500
Savings and Temporary Cash Investments$113,740$242,754▲ $129,014
Cash and Non-Interest-Bearing Accounts$24,683$11,815▼ $12,868
Total Assets$29,532,376$33,735,873▲ $4,203,497
Liabilities
Accounts Payable and Accrued Expenses$1,097$1,693▲ $596
Total Liabilities$1,097$1,693▲ $596
Net Assets / Fund Balance
Unrestricted Net Assets$29,531,279$33,734,180▲ $4,202,901
Total Net Assets Fund Balance$29,531,279$33,734,180▲ $4,202,901
Total Liabilities and Net Assets / Fund Balance$29,532,376$33,735,873▲ $4,203,497

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$737,252$835,278$1,572,530
Compensation and Service Providers
Top Officer Pay16th percentile

Employees

NameTitleFull / Part TimeBaseTotal
David CarterRegistrarFT$31,210$31,210

Board Members and Trustees

NameTitle
Roger BarnettSgig
Glenn GrayTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$2,945
Program Service Revenue
$168,356
Investment Income
$3,846,426
Other Revenue
$53,509
All Other Contributions
$2,945
Change in Net Assets
$3,251,062

Audited Revenue Reconciliation

Revenue per Audited Statements
$4,071,236
Revenue Not Reported on Form 990
$2,595,339
Total Revenue per Audited Statements
$6,666,575
Total Revenue per Form 990
$4,071,236
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$677,673
Salaries, Compensation, and Employee Benefits$71,469
Grants and Similar Amounts Paid$71,032
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs---$71,032
Depreciation Depletion---$58,175
Payments to Affiliates---$57,997
Occupancy---$46,869
Other Salaries and Wages---$34,360
Travel---$32,438
Current Officers, Directors, Trustees, and Key Employees---$31,210
Fees for Service Investment Mgmnt Fees---$15,854
Other Expenses---$14,825
Advertising---$14,132
Fees for Services Accounting---$12,675
Insurance---$12,368
Fees for Services Other---$11,398
All Other Expenses---$10,804
Office Expenses---$7,031
Payroll Taxes---$5,899
Total Functional Expenses$0$0$0$820,174

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$820,174
Total Expenses per Audited Statements$820,174
Total Expenses per Form 990$820,174
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
---To Help Fund the$39,450
---To Provide Food for$15,000
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
Annual disclosure for covered persons
No
Audit committee
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

“The form 990 is presented to the governing body for review. The review is conducted after the annual audit has been accepted by the governing body. After review the governing body authorizes the transmittal of the form 990 to the irs.”

Form 990, Page 6, Part VI, Line 19

“This is a private fraternal organization and it does not make this information public.”

Filing and Contact Details

Filer

EIN
61-0207365
Phone
5025846185

Signing Officer

Name
David Carter
Title
Registrar
Phone
5025846185
Signed
2015-01-20
Discuss with paid preparer
Yes

Organization Details

Principal Officer
David Carter
Formed
1867
Legal Domicile
Ky
Voting Board Members
3
Independent Board Members
0
Employees
3

Preparer

Preparer
Albert H Klein Ii
Phone
5025835381
Supplemental Narrative

Additional Explanations

Form 990, Part XI, Line 9

“Differences between realized and recognized gains 1,643,500”

Financial Statement Notes

Schedule D, Page 3, Part X

“The organization has analyzed tax positions taken for the current filing period. The organization beleives that income tax filings will be sustained upon examination and does not anticipate any adjustments that would result in a material adverse effect on the organization's financial statements. Accordingly, the organization has not recorded any reserves, or related accruals of interest and penalties as of june 30, 2014.”

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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IRS990/Form990PartVIISectionAGrp/TitleTxt0REGISTRAR
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IRS990/Form990ProvidedToGvrnBodyInd0true
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IRS990/FSAuditedInd0true
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IRS990/GainOrLossGrp/SecuritiesAmt03123813
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt03
IRS990/GrantsToDomesticOrgsGrp/TotalAmt071032
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0true
IRS990/GrantToRelatedPersonInd0false
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IRS990/GroupReturnForAffiliatesInd0false
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IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsPubTradedSecGrp/BOYAmt028232507
IRS990/InvestmentsPubTradedSecGrp/EOYAmt032371552
IRS990/IRPDocumentCnt01
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IRS990/LandBldgEquipBasisNetGrp/BOYAmt0783446
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IRS990/LandBldgEquipCostOrOtherBssAmt01572530
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IRS990/LoanOutstandingInd0false
IRS990/LocalChaptersInd0false
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IRS990/MethodOfAccountingOtherInd0X
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IRS990/MissionDesc0TO ADVANCE THE KNOWLEDGE AND UNDERSTANDING OF THE MASONIC MISSION.
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IRS990/Organization501cInd0X
IRS990/OrganizationFollowsSFAS117Ind0X
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IRS990/OtherExpensesGrp/Desc2TEMPLE BANQUETS
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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION HAS ANALYZED TAX POSITIONS TAKEN FOR THE CURRENT FILING PERIOD. THE ORGANIZATION BELEIVES THAT INCOME TAX FILINGS WILL BE SUSTAINED UPON EXAMINATION AND DOES NOT ANTICIPATE ANY ADJUSTMENTS THAT WOULD RESULT IN A MATERIAL ADVERSE EFFECT ON THE ORGANIZATION'S FINANCIAL STATEMENTS. ACCORDINGLY, THE ORGANIZATION HAS NOT RECORDED ANY RESERVES, OR RELATED ACCRUALS OF INTEREST AND PENALTIES AS OF JUNE 30, 2014.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE D, PAGE 3, PART X
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IRS990ScheduleI/RecipientTable/CashGrantAmt115000
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0TO HELP FUND THE
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1TO PROVIDE FOOD FOR
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine10LOUISVILLE SCOTTISH RITE FOUNDATION
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine11KENTUCKY HARVEST INC
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine20LOUISVILLE SCOTTISH RITE FOUNDATION
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine21KENTUCKY HARVEST INC
IRS990ScheduleI/RecipientTable/USAddress/AddressLine10200 EAST GRAY ST
IRS990ScheduleI/RecipientTable/USAddress/AddressLine111839 BROWNSBORO ROAD
IRS990ScheduleI/RecipientTable/USAddress/AddressLine20200 EAST GRAY STREET
IRS990ScheduleI/RecipientTable/USAddress/AddressLine211839 BROWNSBORO ROAD
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IRS990ScheduleI/RecipientTable/USAddress/State1KY
IRS990ScheduleI/RecipientTable/USAddress/ZIPCode040202
IRS990ScheduleI/RecipientTable/USAddress/ZIPCode140206
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0ALL ASSISTANCE TO OTHER ORGANIZATIONS IS APPROVED BY THE GOVERNING COUNCIL OF THE ORGANIZATION.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE I, PAGE 1, PART I, LINE 2
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE FORM 990 IS PRESENTED TO THE GOVERNING BODY FOR REVIEW. THE REVIEW IS CONDUCTED AFTER THE ANNUAL AUDIT HAS BEEN ACCEPTED BY THE GOVERNING BODY. AFTER REVIEW THE GOVERNING BODY AUTHORIZES THE TRANSMITTAL OF THE FORM 990 TO THE IRS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THIS IS A PRIVATE FRATERNAL ORGANIZATION AND IT DOES NOT MAKE THIS INFORMATION PUBLIC.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DIFFERENCES BETWEEN REALIZED AND RECOGNIZED GAINS 1,643,500
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART XI, LINE 9
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IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt01097
IRS990/TotalLiabilitiesEOYAmt01693
IRS990/TotalLiabilitiesGrp/BOYAmt01097
IRS990/TotalLiabilitiesGrp/EOYAmt01693
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt029531279
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt033734180
IRS990/TotalProgramServiceRevenueAmt0168356
IRS990/TotalReportableCompFromOrgAmt031210
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt04068291
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt04071236
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt029532376
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt033735873
IRS990/TravelGrp/TotalAmt032438
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt029531279
IRS990/UnrestrictedNetAssetsGrp/EOYAmt033734180
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine10200 EAST GRAY STREET
IRS990/USAddress/City0LOUISVILLE
IRS990/USAddress/State0KY
IRS990/USAddress/ZIPCode040202
IRS990/VotingMembersGoverningBodyCnt03
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DAVID CARTER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0REGISTRAR
ReturnHeader/BusinessOfficerGrp/PhoneNum05025846185
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-01-20
ReturnHeader/Filer/BusinessName/BusinessNameLine10ANCIENT & ACCEPTED SCOTTISH RITE OF
ReturnHeader/Filer/BusinessName/BusinessNameLine20FREEMASONRYSOUTHERN JURISDICTIONU
ReturnHeader/Filer/BusinessNameControlTxt0ANCI
ReturnHeader/Filer/EIN0610207365
ReturnHeader/Filer/PhoneNum05025846185
ReturnHeader/Filer/USAddress/AddressLine10200 EAST GRAY STREET
ReturnHeader/Filer/USAddress/City0LOUISVILLE
ReturnHeader/Filer/USAddress/State0KY
ReturnHeader/Filer/USAddress/ZIPCode040202
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0611222794
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10AMICK & COMPANY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine10410 W CHESTNUT ST STE 237
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0LOUISVILLE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0KY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode0402022323
ReturnHeader/PreparerPersonGrp/PhoneNum05025835381
ReturnHeader/PreparerPersonGrp/PreparationDt02015-01-19
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ALBERT H KLEIN II
ReturnHeader/ReturnTs02015-01-21T10:04:20-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02013-07-01
ReturnHeader/TaxPeriodEndDt02014-06-30
ReturnHeader/TaxYr02013

Document Assets

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Filings

Displayed year

2014 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$33,735,873
Liabilities
$1,693
Net assets
$33,734,180
Revenue
$4,071,236
Expenses
$820,174
Net income
$3,251,062
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Summary only. Only limited summary data is available for this year.$56.0$0.00$56.0$1.39$0.82$0.58
2022Summary only. Only limited summary data is available for this year.$50.4$0.00$50.4$1.82$0.79$1.03
2020Summary only. Only limited summary data is available for this year.$43.5$0.00$43.4$1.05$0.66$0.39
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$40.4$0.00$40.4$1.25$0.79$0.47
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$37.3$0.00$37.3$1.47$0.80$0.67
2016Detailed filing. Detailed filing data is available for this year.$33.4$0.00$33.4$1.04$1.05$0.01
2015Detailed filing. Detailed filing data is available for this year.$34.2$0.00$34.2$1.14$0.96$0.18
2014Detailed filing. Detailed filing data is available for this year.$33.7$0.00$33.7$4.07$0.82$3.25
2014Summary only. Only limited summary data is available for this year.$33.7$0.00$33.7$4.07$0.82$3.25
2013Summary only. Only limited summary data is available for this year.$29.5$0.00$29.5$0.71$0.73$0.02
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$26.5$0.00$26.5$0.85
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$27.1$0.00$27.1$1.79
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$24.3$0.00$24.3$0.69