Civic Intelligence

Ancient & Accepted Scottish Rite of Freemasonrysouthern Jurisdictionu

990 • Fiscal year 2015 • EIN 61-0207365

Jul 01, 2014 to Jun 30, 2015 • Filed on Feb 09, 2016

Organization ProfileN/A

Refreshing map…

200 East Gray StreetLouisville, KY 40202

(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.

2015 filings • $25M-$50M nonprofits • Source year 2015

Liabilities / Revenue

14th percentile

0.00x

Higher debt load relative to revenue than 14% of similar nonprofits.

2015 filings • $25M-$50M nonprofits • Source year 2015

Net Margin

71st percentile

16%

Higher net margin than 71% of similar nonprofits.

2015 filings • $25M-$50M nonprofits • Source year 2015

Top Officer Pay

14th percentile

$0

Higher top officer pay than 14% of similar nonprofits.

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

2015 filings • $25M-$50M nonprofits • Source year 2015

Asset Growth

49th percentile

1.3%

Faster asset growth than 49% of similar nonprofits.

2015 filings • $25M-$50M nonprofits • Annualized from 2014 to 2015

Revenue Growth

3rd percentile

-72%

Faster revenue growth than 3% of similar nonprofits.

2015 filings • $25M-$50M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets13th percentile

Assets

Up

$34,171,181

Up $435,308 (+1.3%) from 2014

Net Assets

Up

$34,169,525

Up $435,345 (+1.3%) from 2014

Liabilities

Down

$1,656

Down $37 (-2.2%) from 2014

Revenue And Expenses
Liabilities / Revenue14th percentileNet Margin71st percentile

Revenue

Down

$1,139,207

Down $2,932,029 (-72%) from 2014

Expenses

Up

$955,916

Up $135,742 (+17%) from 2014

Net Income

Down

$183,291

Down $3,067,771 (-94%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth49th 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 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

2015

Assets$34,171,181
Liabilities$1,656
Net Assets$34,169,525
Open 2015 Filing

Operations Trend

Revenue Growth3rd 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 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

2015

Revenue$1,139,207
Expenses$955,916
Net Income$183,291
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
Feb 9, 2016
Return Version
2014v6.0
Gross Receipts
$1,474,723
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$32,352,651$32,865,874▲ $513,223
Land, Buildings, and Equipment, Net$737,252$682,213▼ $55,039
Other Notes and Loans Receivable, Net$372,500$366,500▼ $6,000
Savings and Temporary Cash Investments$242,754$246,596▲ $3,842
Cash and Non-Interest-Bearing Accounts$11,815$9,998▼ $1,817
Total Assets$33,716,972$34,171,181▲ $454,209
Liabilities
Accounts Payable and Accrued Expenses$1,690$1,656▼ $34
Total Liabilities$1,690$1,656▼ $34
Net Assets / Fund Balance
Unrestricted Net Assets$33,715,282$34,169,525▲ $454,243
Total Net Assets Fund Balance$33,715,282$34,169,525▲ $454,243
Total Liabilities and Net Assets / Fund Balance$33,716,972$34,171,181▲ $454,209

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$682,213$890,317$1,572,530
Compensation and Service Providers
Top Officer Pay14th percentile

Board Members and Trustees

NameTitle
David CarterRegistrar
Roger BarnettSgig
Glenn GrayTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$167,918
Investment Income
$939,991
Other Revenue
$31,298
Change in Net Assets
$183,291

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,139,207
Revenue Not Reported on Form 990
$270,952
Total Revenue per Audited Statements
$1,410,159
Total Revenue per Form 990
$1,139,207
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$781,828
Grants and Similar Amounts Paid$98,950
Salaries, Compensation, and Employee Benefits$75,138
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$98,950--$98,950
All Other Expenses$87,764$1,075-$88,839
Other Salaries and Wages$69,144--$69,144
Occupancy$66,726--$66,726
Other Expenses$61,088--$61,088
Depreciation Depletion-$55,039-$55,039
Payments to Affiliates$50,071--$50,071
Travel$41,819--$41,819
Advertising$30,271--$30,271
Insurance-$12,440-$12,440
Fees for Services Accounting-$12,325-$12,325
Office Expenses-$11,848-$11,848
Payroll Taxes$5,994--$5,994
Conferences and Meetings$251--$251
Fees for Services Other-$180-$180
Total Functional Expenses$863,009$92,907$0$955,916

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$955,916
Total Expenses per Audited Statements$955,916
Total Expenses per Form 990$955,916
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Louisville Scottish Rite FoundationLouisville, KY501c3To Help Fund the$75,000
Louisville Pediatric Therapy CenterLouisville, KY501c3Fund Salary for CEO$23,950
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

Filer Name
Ancient & Accepted Scottish Rite of
EIN
61-0207365
Phone
5025846185
Address
200 EAST GRAY STREET, LOUISVILLE, KY 40202

Signing Officer

Name
David Carter
Title
Registrar
Phone
5025846185
Signed
2016-02-09
Discuss with paid preparer
Yes

Organization Details

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

Preparer

Firm
Amick & Company
Address
410 W CHESTNUT ST STE 237, LOUISVILLE, KY 40202-2323
Preparer
Albert H Klein Ii
Phone
5025835381
Supplemental Narrative

Financial Statement Notes

Schedule D, Page 3, Part X

“The organization has analyzed tax positions taken for the current filing period. The organization believes that income filings will be sustained upon examination and does not anticipate any adjustments that would result in a material adverse effect in the organization's financial statements. Accordingly, the organization has not recorded any reserves or related accruals of interest and penalties as of june 30, 2015.”

Raw XML Appendix345 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/TitleTxt1SGIG
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IRS990/Form990ProvidedToGvrnBodyInd0true
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IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd0true
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IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt03
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IRS990/GrantsToOrganizationsInd0true
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IRS990/IndoorTanningServicesInd0false
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IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0771992
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsPubTradedSecGrp/BOYAmt032352651
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IRS990/IRPDocumentCnt01
IRS990/IRPDocumentW2GCnt00
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IRS990/LoanOutstandingInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingOtherInd0X
IRS990/MinutesOfCommitteesInd0true
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IRS990/MissionDesc0TO ADVANCE THE KNOWLEDGE AND UNDERSTANDING OF THE MASONIC MISSION.
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IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
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IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherExpensesGrp/Desc0SUPPORT FOR OTHER VALLEYS
IRS990/OtherExpensesGrp/Desc1OK PRINTING - VOICE
IRS990/OtherExpensesGrp/Desc2OK PRINTING - VOICE OUTRE
IRS990/OtherExpensesGrp/Desc3OK POSTAGE - VOICE OUTREA
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IRS990/ProgramServiceRevenueGrp/Desc1INITIATION
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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION HAS ANALYZED TAX POSITIONS TAKEN FOR THE CURRENT FILING PERIOD. THE ORGANIZATION BELIEVES THAT INCOME FILINGS WILL BE SUSTAINED UPON EXAMINATION AND DOES NOT ANTICIPATE ANY ADJUSTMENTS THAT WOULD RESULT IN A MATERIAL ADVERSE EFFECT IN THE ORGANIZATION'S FINANCIAL STATEMENTS. ACCORDINGLY, THE ORGANIZATION HAS NOT RECORDED ANY RESERVES OR RELATED ACCRUALS OF INTEREST AND PENALTIES AS OF JUNE 30, 2015.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE D, PAGE 3, PART X
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IRS990ScheduleI/RecipientTable/IRCSectionDesc1501C3
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0TO HELP FUND THE
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1FUND SALARY FOR CEO
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0LOUISVILLE SCOTTISH RITE FOUNDATION
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1LOUISVILLE PEDIATRIC THERAPY CENTER
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine2Txt0LOUISVILLE SCOTTISH RITE FOUNDATION
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine2Txt1LOUISVILLE PEDIATRIC THERAPY CENTER
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0200 EAST GRAY ST
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt19810 BLUEGRASS PARKWAY
IRS990ScheduleI/RecipientTable/USAddress/AddressLine2Txt0200 EAST GRAY STREET
IRS990ScheduleI/RecipientTable/USAddress/AddressLine2Txt19810 BLUEGRASS PARKWAY
IRS990ScheduleI/RecipientTable/USAddress/CityNm0LOUISVILLE
IRS990ScheduleI/RecipientTable/USAddress/CityNm1LOUISVILLE
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0KY
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd1KY
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd040202
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd140299
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
IRS990ScheduleI/Total501c3OrgCnt02
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/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 19
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0KY
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt033716972
IRS990/TotalAssetsEOYAmt034171181
IRS990/TotalAssetsGrp/BOYAmt033716972
IRS990/TotalAssetsGrp/EOYAmt034171181
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt03
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt092907
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0863009
IRS990/TotalFunctionalExpensesGrp/TotalAmt0955916
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt01690
IRS990/TotalLiabilitiesEOYAmt01656
IRS990/TotalLiabilitiesGrp/BOYAmt01690
IRS990/TotalLiabilitiesGrp/EOYAmt01656
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt033715282
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt034169525
IRS990/TotalProgramServiceExpensesAmt0863009
IRS990/TotalProgramServiceRevenueAmt0167918
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt01139207
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt01139207
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt033716972
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt034171181
IRS990/TravelGrp/ProgramServicesAmt041819
IRS990/TravelGrp/TotalAmt041819
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IRS990/UnrestrictedNetAssetsGrp/BOYAmt033715282
IRS990/UnrestrictedNetAssetsGrp/EOYAmt034169525
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0200 EAST GRAY STREET
IRS990/USAddress/CityNm0LOUISVILLE
IRS990/USAddress/StateAbbreviationCd0KY
IRS990/USAddress/ZIPCd040202
IRS990/VotingMembersGoverningBodyCnt03
IRS990/VotingMembersIndependentCnt03
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02016-04-25 22:37:26Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DAVID CARTER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0REGISTRAR
ReturnHeader/BusinessOfficerGrp/PhoneNum05025846185
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-02-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ANCIENT & ACCEPTED SCOTTISH RITE OF
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FREEMASONRYSOUTHERN JURISDICTIONU
ReturnHeader/Filer/BusinessNameControlTxt0ANCI
ReturnHeader/Filer/EIN0610207365
ReturnHeader/Filer/PhoneNum05025846185
ReturnHeader/Filer/USAddress/AddressLine1Txt0200 EAST GRAY STREET
ReturnHeader/Filer/USAddress/CityNm0LOUISVILLE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0KY
ReturnHeader/Filer/USAddress/ZIPCd040202
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0611222794
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0AMICK & COMPANY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0410 W CHESTNUT ST STE 237
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LOUISVILLE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0KY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0402022323
ReturnHeader/PreparerPersonGrp/PhoneNum05025835381
ReturnHeader/PreparerPersonGrp/PreparationDt02016-02-07
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ALBERT H KLEIN II
ReturnHeader/ReturnTs02016-02-09T13:51:54-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02014-07-01
ReturnHeader/TaxPeriodEndDt02015-06-30
ReturnHeader/TaxYr02014

Document Assets

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Filings

Displayed year

2015 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$34,171,181
Liabilities
$1,656
Net assets
$34,169,525
Revenue
$1,139,207
Expenses
$955,916
Net income
$183,291
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
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