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 Feb 02, 2018

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

9th percentile

0.00x

Higher debt load relative to assets than 9% of similar nonprofits.

2016 filings • $25M-$50M nonprofits • Source year 2016

Liabilities / Revenue

10th percentile

0.00x

Higher debt load relative to revenue than 10% of similar nonprofits.

2016 filings • $25M-$50M nonprofits • Source year 2016

Net Margin

33rd percentile

-0.7%

Higher net margin than 33% of similar nonprofits.

2016 filings • $25M-$50M nonprofits • Source year 2016

Top Officer Pay

17th percentile

$39,787

Higher top officer pay than 17% of similar nonprofits.

Top officer pay equals 3.8% of source-year revenue.

2016 filings • $25M-$50M nonprofits • Source year 2016

Asset Growth

26th percentile

-2.2%

Faster asset growth than 26% of similar nonprofits.

2016 filings • $25M-$50M nonprofits • Annualized from 2015 to 2016

Revenue Growth

23rd percentile

-8.8%

Faster revenue growth than 23% of similar nonprofits.

2016 filings • $25M-$50M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets9th percentile

Assets

Down

$33,426,105

Down $745,076 (-2.2%) from 2015

Net Assets

Down

$33,424,343

Down $745,182 (-2.2%) from 2015

Liabilities

Up

$1,762

Up $106 (+6.4%) from 2015

Revenue And Expenses
Liabilities / Revenue10th percentileNet Margin33rd percentile

Revenue

Down

$1,038,676

Down $100,531 (-8.8%) from 2015

Expenses

Up

$1,045,614

Up $89,698 (+9.4%) from 2015

Net Income

Down

-$6,938

Down $190,229 (-104%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth26th 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

2016

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

Operations Trend

Revenue Growth23rd 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

2016

Revenue$1,038,676
Expenses$1,045,614
Net Income-$6,938
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Feb 2, 2018
Return Version
2015v3.0
Gross Receipts
$1,038,676
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
Top Officer Pay17th percentile

Employees

NameTitleFull / Part TimeBaseTotal
David CarterRegistrarPT$39,787$39,787

Board Members and Trustees

NameTitle
Randolph StarksRegistrar
Roger BarnettSgig
Glenn GrayTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Impressions INCPrinting2500 CONSTANT COMMENT PLACE, Louisville, KY 40299$341,137
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$169,256
Investment Income
$829,435
Other Revenue
$39,985
Change in Net Assets
$-6,938

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,038,676
Revenue Not Reported on Form 990
$-738,302
Total Revenue per Audited Statements
$300,374
Total Revenue per Form 990
$1,038,676
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
Expenses per Audited Statements$1,045,614
Total Expenses per Audited Statements$1,045,614
Total Expenses per Form 990$1,045,614
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
Randolph Starks
Title
Registrar
Phone
5025846185
Signed
2018-02-02
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, Page 1, Item B

“This return was amended to correct the following errors: 1.page 1, part i, line 10 current year unrealized losses were part of investment income. This increased investment income by 738,302. 2. Schedule d, page 4, part xi line 2a. Was changed to -738,302 to reconcile audited revenue to tax return revenue. 3. Schedule d, page 4, part xii line 4b. The amount of depreciation 50,256 was included on this line in error since there is no difference in book and tax depreciation expense. 4. Page 8, part vii, section b, line 1. We added a incorporated printing vendor that received compensation in excess on 100,000.”

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.”

Raw XML Appendix319 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/AccountsPayableAccrExpnssGrp/BOYAmt01655
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt01762
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0TO ADVANCE THE KNOWLEDGE AND UNDERSTANDING OF THE MASONIC MISSION.
IRS990/AdvertisingGrp/TotalAmt084895
IRS990/AllOtherExpensesGrp/TotalAmt085512
IRS990/AmendedReturnInd0X
IRS990/AnnualDisclosureCoveredPrsnInd0false
IRS990/AuditCommitteeInd0true
IRS990/BooksInCareOfDetail/PersonNm0DAVID CARTER
IRS990/BooksInCareOfDetail/PhoneNum05025846185
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0200 E GRAY ST
IRS990/BooksInCareOfDetail/USAddress/AddressLine2Txt0200 EAST GRAY STREET
IRS990/BooksInCareOfDetail/USAddress/CityNm0LOUISVILLE
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0KY
IRS990/BooksInCareOfDetail/USAddress/ZIPCd040202
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IRS990/ChangeToOrgDocumentsInd0false
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IRS990/CollectionsOfArtInd0false
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IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/ContractorCompensationGrp/CompensationAmt0341137
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IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd040299
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt0IMPRESSIONS INC
IRS990/ContractorCompensationGrp/ServicesDesc0PRINTING
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt0218410
IRS990/CYInvestmentIncomeAmt0829435
IRS990/CYOtherExpensesAmt0749237
IRS990/CYOtherRevenueAmt039985
IRS990/CYProgramServiceRevenueAmt0169256
IRS990/CYRevenuesLessExpensesAmt0-6938
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IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
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IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/TotalAmt050256
IRS990/Desc0THE ORGANIZATION USES IT'S RESOURCES TO ADVANCE THE KNOWLEDGE AND UNDERSTANDING OF THE MASONIC MISSION AND ITS VALUES FOR IT'S 3800+ MEMBERS.
IRS990/DescribedInSection501c3Ind0false
IRS990/DisregardedEntityInd0false
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IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt03
IRS990/EmploymentTaxReturnsFiledInd0true
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/TotalAmt012675
IRS990/FeesForServicesOtherGrp/TotalAmt0332
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt00.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt030.00
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IRS990/Form990PartVIISectionAGrp/OfficerInd2X
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IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/PersonNm0DAVID CARTER
IRS990/Form990PartVIISectionAGrp/PersonNm1ROGER BARNETT
IRS990/Form990PartVIISectionAGrp/PersonNm2GLENN GRAY
IRS990/Form990PartVIISectionAGrp/PersonNm3RANDOLPH STARKS
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt039787
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/TitleTxt0REGISTRAR
IRS990/Form990PartVIISectionAGrp/TitleTxt1SGIG
IRS990/Form990PartVIISectionAGrp/TitleTxt2TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt3REGISTRAR
IRS990/Form990ProvidedToGvrnBodyInd0false
IRS990/FormationYr01867
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0false
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt03
IRS990/GrantsToDomesticOrgsGrp/TotalAmt0218410
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0true
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt01038676
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0true
IRS990/IndependentAuditFinclStmtInd0true
IRS990/IndependentVotingMemberCnt03
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InsuranceGrp/TotalAmt011993
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt0829435
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0829435
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsPubTradedSecGrp/BOYAmt032865873
IRS990/InvestmentsPubTradedSecGrp/EOYAmt032015130
IRS990/IRPDocumentCnt01
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0940573
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0682213
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0649656
IRS990/LandBldgEquipCostOrOtherBssAmt01590229
IRS990/LegalDomicileStateCd0KY
IRS990/LoanOutstandingInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingOtherInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0TO ADVANCE THE KNOWLEDGE AND UNDERSTANDING OF THE MASONIC MISSION.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt034169525
IRS990/NetAssetsOrFundBalancesEOYAmt033424343
IRS990/NetUnrlzdGainsLossesInvstAmt0-738302
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/TotalAmt058099
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IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherExpensesGrp/Desc0OK PRINTING - VOICE OUTRE
IRS990/OtherExpensesGrp/Desc1OK PRINTING - VOICE
IRS990/OtherExpensesGrp/Desc2OK PRINTING - PROMOTIONAL
IRS990/OtherExpensesGrp/Desc3REUNION - HONORS
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IRS990/OtherRevenueMiscGrp/Desc0EXPENSE REIMBURSEMENTS
IRS990/OtherRevenueMiscGrp/Desc1RENT INCOME
IRS990/OtherRevenueMiscGrp/Desc2SGIG EXPENSE REIMBURSEMENT
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IRS990/PartialLiquidationInd0false
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IRS990/PrincipalOfficerNm0DAVID CARTER
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IRS990/ProgramServiceRevenueGrp/Desc0DUES & INITIATION
IRS990/ProgramServiceRevenueGrp/Desc1INITIATION
IRS990/ProgramServiceRevenueGrp/Desc2LIFE MEMBERSHIP
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IRS990/ProhibitedTaxShelterTransInd0false
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IRS990/ReportOtherLiabilitiesInd0false
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IRS990/SavingsAndTempCashInvstGrp/BOYAmt0246596
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IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/BuildingsGrp/BookValueAmt0649656
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IRS990ScheduleD/ExpensesSubtotalAmt01045614
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0-738302
IRS990ScheduleD/RevenueNotReportedAmt0-738302
IRS990ScheduleD/RevenueSubtotalAmt01038676
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/FormAndLineReferenceDesc0SCHEDULE D, PAGE 3, PART X
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0649656
IRS990ScheduleD/TotalExpensesPerForm990Amt01045614
IRS990ScheduleD/TotalRevenuePerForm990Amt01038676
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IRS990ScheduleI/GrantRecordsMaintainedInd0false
IRS990ScheduleI/RecipientTable/CashGrantAmt021061
IRS990ScheduleI/RecipientTable/CashGrantAmt1101778
IRS990ScheduleI/RecipientTable/CashGrantAmt271792
IRS990ScheduleI/RecipientTable/CashGrantAmt38325
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0DONATIONS - GRAND LODGE
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1DONATIONS - FOUNDATION
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt2DONATIONS - OTHER VALLEYS
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt3DONATIONS - YOUTH
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/ExplanationTxt0THIS RETURN WAS AMENDED TO CORRECT THE FOLLOWING ERRORS: 1.PAGE 1, PART I, LINE 10 CURRENT YEAR UNREALIZED LOSSES WERE PART OF INVESTMENT INCOME. THIS INCREASED INVESTMENT INCOME BY 738,302. 2. SCHEDULE D, PAGE 4, PART XI LINE 2A. WAS CHANGED TO -738,302 TO RECONCILE AUDITED REVENUE TO TAX RETURN REVENUE. 3. SCHEDULE D, PAGE 4, PART XII LINE 4B. THE AMOUNT OF DEPRECIATION 50,256 WAS INCLUDED ON THIS LINE IN ERROR SINCE THERE IS NO DIFFERENCE IN BOOK AND TAX DEPRECIATION EXPENSE. 4. PAGE 8, PART VII, SECTION B, LINE 1. WE ADDED A INCORPORATED PRINTING VENDOR THAT RECEIVED COMPENSATION IN EXCESS ON 100,000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE 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/ExplanationTxt2THIS IS A PRIVATE FRATERNAL ORGANIZATION AND IT DOES NOT MAKE THIS INFORMATION PUBLIC.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 1, ITEM B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 19
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IRS990/StatesWhereCopyOfReturnIsFldCd0KY
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt034171180
IRS990/TotalAssetsEOYAmt033426105
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IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt01045614
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt01655
IRS990/TotalLiabilitiesEOYAmt01762
IRS990/TotalLiabilitiesGrp/BOYAmt01655
IRS990/TotalLiabilitiesGrp/EOYAmt01762
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt034169525
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IRS990/TotalProgramServiceRevenueAmt0169256
IRS990/TotalReportableCompFromOrgAmt039787
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IRS990/TotalRevenueGrp/TotalRevenueColumnAmt01038676
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IRS990/UponRequestInd0X
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IRS990/USAddress/CityNm0LOUISVILLE
IRS990/USAddress/StateAbbreviationCd0KY
IRS990/USAddress/ZIPCd040202
IRS990/VotingMembersGoverningBodyCnt03
IRS990/VotingMembersIndependentCnt03
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02018-03-14 21:41:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0RANDOLPH STARKS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0REGISTRAR
ReturnHeader/BusinessOfficerGrp/PhoneNum05025846185
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-02-02
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/PreparationDt02018-02-03
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ALBERT H KLEIN II
ReturnHeader/ReturnTs02018-02-03T15:31:27-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

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
$1,038,676
Expenses
$1,045,614
Net income
-$6,938
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