Civic Intelligence

Ancient & Accepted Scottish Rite of Freemasonrysouthern Jurisdictionu

990 • Fiscal year 2016 • EIN 61-0207365

Jul 01, 2015 to Jun 30, 2016 • Filed on Jan 19, 2017

Organization ProfileN/A

Refreshing map…

200 East Gray StreetLouisville, KY 40202

(502) 584-6185

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Flat

$33,426,105

Flat from 2016

Net Assets

Flat

$33,424,343

Flat from 2016

Liabilities

Flat

$1,762

Flat from 2016

Revenue And Expenses

Revenue

Down

$300,374

Down $738,302 (-71%) from 2016

Expenses

Flat

$1,045,614

Flat from 2016

Net Income

Down

-$745,240

Down $738,302 (-10641%) from 2016

Historical Trend

Balance Sheet Trend

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 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

2016

Assets$33,426,105
Liabilities$1,762
Net Assets$33,424,343
Open 2016 Filing

Operations Trend

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: $300,374Expenses 2016: $1,045,614Net Income 2016: -$745,2402016Revenue 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

2016

Revenue$300,374
Expenses$1,045,614
Net Income-$745,240
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Jan 19, 2017
Return Version
2015v3.0
Gross Receipts
$300,374
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$32,865,873$32,015,130▼ $850,743
Land, Buildings, and Equipment, Net$682,213$649,656▼ $32,557
Other Notes and Loans Receivable, Net$366,500$360,500▼ $6,000
Cash and Non-Interest-Bearing Accounts$9,998$239,905▲ $229,907
Savings and Temporary Cash Investments$246,596$160,914▼ $85,682
Total Assets$34,171,180$33,426,105▼ $745,075
Liabilities
Accounts Payable and Accrued Expenses$1,655$1,762▲ $107
Total Liabilities$1,655$1,762▲ $107
Net Assets / Fund Balance
Unrestricted Net Assets$34,169,525$33,424,343▼ $745,182
Total Net Assets Fund Balance$34,169,525$33,424,343▼ $745,182
Total Liabilities and Net Assets / Fund Balance$34,171,180$33,426,105▼ $745,075

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$649,656$940,573$1,590,229
Compensation and Service Providers

Board Members and Trustees

NameTitle
David CarterRegistrar
Roger BarnettSgig
Glenn GrayTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$169,256
Investment Income
$91,133
Other Revenue
$39,985
Change in Net Assets
$-745,240

Audited Revenue Reconciliation

Revenue per Audited Statements
$300,374
Total Revenue per Audited Statements
$300,374
Total Revenue per Form 990
$300,374
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$749,237
Grants and Similar Amounts Paid$218,410
Salaries, Compensation, and Employee Benefits$77,967
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs---$218,410
All Other Expenses---$85,512
Advertising---$84,895
Other Salaries and Wages---$70,258
Travel---$60,274
Occupancy---$58,099
Depreciation Depletion---$50,256
Payments to Affiliates---$47,632
Other Expenses---$27,299
Fees for Services Accounting---$12,675
Insurance---$11,993
Office Expenses---$11,975
Payroll Taxes---$7,709
Conferences and Meetings---$2,200
Fees for Services Other---$332
Total Functional Expenses$0$0$0$1,045,614

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$1,045,614
Expenses per Audited Statements$995,358
Total Expenses per Audited Statements$995,358
Expenses Not Reported on Financial Statements$50,256
Other Expense Adjustments$50,256
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Donations - Foundation---$101,778
Donations - Other Valleys---$71,792
Donations - Grand Lodge---$21,061
Donations - Youth---$8,325
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
2017-01-19
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

Additional Explanations

Form 990, Part XI, Line 9

“Book / tax depreciation difference 50,256 total 50,256”

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 affect in the organization's financial statements. Accordingly, the organization has not recorded any reserves or related accruals of innterest and penalties as of june 30, 2016.”

Schedule D, Page 4, Part XII, Line 4B

“Book / tax depreciation difference 50,256”

Raw XML Appendix303 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/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 AFFECT IN THE ORGANIZATION'S FINANCIAL STATEMENTS. ACCORDINGLY, THE ORGANIZATION HAS NOT RECORDED ANY RESERVES OR RELATED ACCRUALS OF INNTEREST AND PENALTIES AS OF JUNE 30, 2016.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1BOOK / TAX DEPRECIATION DIFFERENCE 50,256
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE D, PAGE 3, PART X
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IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt2DONATIONS - OTHER VALLEYS
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt3DONATIONS - YOUTH
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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/ExplanationTxt2BOOK / TAX DEPRECIATION DIFFERENCE 50,256 TOTAL 50,256
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 11B
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART XI, LINE 9
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ReturnHeader/BusinessOfficerGrp/PhoneNum05025846185
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-01-19
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/PreparationDt02017-01-17
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ALBERT H KLEIN II
ReturnHeader/ReturnTs02017-02-09T12:07:48-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

Document Assets

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Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$33,426,105
Liabilities
$1,762
Net assets
$33,424,343
Revenue
$300,374
Expenses
$1,045,614
Net income
-$745,240
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$0.30$1.05$0.75
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