Civic Intelligence

Ancient & Accepted Scottish Rite

990 • Fiscal year 2023 • EIN 62-0115079

Jan 01, 2023 to Dec 31, 2023 • Filed on Nov 13, 2024

100 Seventh Avenue NorthNashville, TN 37203

(615) 259-3434

Siviq Scores

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

Liabilities / Assets

24th percentile

0.00x

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

2023 filings • $5M-$10M nonprofits • Source year 2023

Liabilities / Revenue

21st percentile

0.00x

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

2023 filings • $5M-$10M nonprofits • Source year 2023

Net Margin

14th percentile

-43%

Higher net margin than 14% of similar nonprofits.

2023 filings • $5M-$10M nonprofits • Source year 2023

Top Officer Pay

57th percentile

$116,256

Higher top officer pay than 57% of similar nonprofits.

Top officer pay equals 25.7% of source-year revenue.

2023 filings • $5M-$10M nonprofits • Source year 2023

Asset Growth

55th percentile

5.1%

Faster asset growth than 55% of similar nonprofits.

2023 filings • $5M-$10M nonprofits • Annualized from 2022 to 2023

Revenue Growth

63rd percentile

15%

Faster revenue growth than 63% of similar nonprofits.

2023 filings • $5M-$10M nonprofits • Annualized from 2022 to 2023

Assets

Up

$6,212,626

Up $303,350 (+5.1%) from 2022

Net Assets

Up

$6,212,626

Up $303,550 (+5.1%) from 2022

Liabilities

Down

$0

Down $200 (-100%) from 2022

Revenue

Up

$452,389

Up $57,296 (+15%) from 2022

Expenses

Up

$647,776

Up $109,409 (+20%) from 2022

Net Income

Down

-$195,387

Down $52,113 (-36%) from 2022

Historical Trend

Balance Sheet Trend

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2011: $5,363,313Liabilities 2011: $0Net Assets 2011: $5,363,3132011Assets 2012: $5,747,091Liabilities 2012: $0Net Assets 2012: $5,747,0912012Assets 2013: $5,966,637Liabilities 2013: $0Net Assets 2013: $5,966,6372013Assets 2014: $6,355,008Liabilities 2014: $5,369Net Assets 2014: $6,349,6392014Assets 2015: $5,980,970Liabilities 2015: $4,279Net Assets 2015: $5,976,6912015Assets 2016: $6,159,471Liabilities 2016: $4,404Net Assets 2016: $6,155,0672016Assets 2017: $6,427,911Liabilities 2017: $422Net Assets 2017: $6,427,4892017Assets 2018: $5,885,708Liabilities 2018: $464Net Assets 2018: $5,885,2442018Assets 2019: $6,446,359Liabilities 2019: $4,669Net Assets 2019: $6,441,6902019Assets 2020: $6,714,008Liabilities 2020: $200Net Assets 2020: $6,713,8082020Assets 2021: $7,137,204Liabilities 2021: $3,156Net Assets 2021: $7,134,0482021Assets 2022: $5,909,276Liabilities 2022: $200Net Assets 2022: $5,909,0762022Assets 2023: $6,212,626Liabilities 2023: $0Net Assets 2023: $6,212,6262023Assets 2024: $6,293,055Liabilities 2024: $0Net Assets 2024: $6,293,0552024

Highlighted filing

2023

Assets$6,212,626
Liabilities$0
Net Assets$6,212,626

Operations Trend

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

$1.0M$500K$0-$500KRevenue 2011: $498,692Expenses 2011: $422,329Net Income 2011: $76,3632011Expenses 2012: $388,8282012Revenue 2013: $509,306Expenses 2013: $472,181Net Income 2013: $37,1252013Revenue 2014: $851,448Expenses 2014: $427,015Net Income 2014: $424,4332014Revenue 2015: $567,617Expenses 2015: $475,982Net Income 2015: $91,6352015Revenue 2016: $535,043Expenses 2016: $480,255Net Income 2016: $54,7882016Revenue 2017: $684,179Expenses 2017: $464,040Net Income 2017: $220,1392017Revenue 2018: $368,019Expenses 2018: $438,511Net Income 2018: -$70,4922018Revenue 2019: $616,647Expenses 2019: $534,457Net Income 2019: $82,1902019Revenue 2020: $332,386Expenses 2020: $508,473Net Income 2020: -$176,0872020Revenue 2021: $758,836Expenses 2021: $600,106Net Income 2021: $158,7302021Revenue 2022: $395,093Expenses 2022: $538,367Net Income 2022: -$143,2742022Revenue 2023: $452,389Expenses 2023: $647,776Net Income 2023: -$195,3872023Revenue 2024: $580,184Expenses 2024: $593,211Net Income 2024: -$13,0272024

Highlighted filing

2023

Revenue$452,389
Expenses$647,776
Net Income-$195,387
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Nov 13, 2024
Return Version
2023v5.1
Gross Receipts
$452,389
Mission and Program Overview

Mission

The organization's mission is the coordination of scottish rite fraternal masonic activities in nashville and middle tennessee.

The coordination of scottish rite masonic fraternal activities in nashville and middle tennessee.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$5,909,076$6,212,626▲ $303,550
Investments in Publicly Traded Securities$5,722,399$6,060,745▲ $338,346
Cash and Non-Interest-Bearing Accounts$184,083$148,726▼ $35,357
Accounts Receivable$2,500$0▼ $2,500
Land, Buildings, and Equipment, Net$0$2,381▲ $2,381
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$5,909,276$6,212,626▲ $303,350
Other Assets Total$294$774▲ $480
Liabilities
Other Liabilities$200$0▼ $200
Total Liabilities$200$0▼ $200
Net Assets / Fund Balance
Total Net Assets Fund Balance$5,909,076$6,212,626▲ $303,550
Total Liabilities and Net Assets / Fund Balance$5,909,276$6,212,626▲ $303,350

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$2,381$125,691$128,072
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Daniel H JonesSecretaryFT$116,256$116,256

Board Members and Trustees

NameTitle
Edward D SteinhauserDirector
George C Ladd IiiDirector
Harold E ScottDirector
James K NewberryDirector
Jeffrey J OviesDirector
Jerry V SmithDirector
John H ColeDirector
John L Weaver IiiDirector
Thomas J DriberDirector
Earl J PorterPersonal Rep of Sgig
Ronny L GreerTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$209,626
Program Service Revenue
$0
Investment Income
$225,974
Other Revenue
$16,789
Change in Net Assets
$-195,387
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$368,207
Salaries, Compensation, and Employee Benefits$279,569
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages---$130,784
Current Officers, Directors, Trustees, and Key Employees---$116,256
Fees for Service Investment Mgmnt Fees---$76,203
Payments to Affiliates---$72,343
Office Expenses---$38,316
Occupancy---$36,774
Payroll Taxes---$18,967
Pension Plan Contributions---$13,562
Travel---$10,394
All Other Expenses---$10,057
Other Expenses---$9,273
Insurance---$7,571
Fees for Services Accounting---$3,990
Advertising---$484
Depreciation Depletion---$366
Total Functional Expenses$0$0$0$647,776
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
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
Yes
Other officer compensation reviewed
Yes
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, Part VI, Section A, Line 6

The organization is organized as a nonprofit with members who have the right to participate in the organization's governance.

Form 990, Part VI, Section A, Line 7A

Members periodically, or as vacancies arise, elect one or more members to the organization's governing body.

Form 990, Part VI, Section B, Line 11B

The organization's secretary and treasurer review the form 990 before it is signed and filed.

Form 990, Part VI, Section B, Line 12C

Annually, each officer, trustee or committee member must disclose to the valley's personal representative any financial interests that could give rise to conflicts of interest. Each year, the valley's personal representative shall affirm in writing to the orient's sgig/deputy that all disclosures have been made and shall also disclose any financial interest that the personal representative may have that could give rise to conflicts of interest.

Form 990, Part VI, Section B, Line 15

Only one officer receives compensation. That officer's amount is reviewed and approved by the directors.

Form 990, Part VI, Section C, Line 19

The organization does not make its governing documents available to the public.

Form 990, Part VII Contact Addresses for Officers, Directors, Etc

Daniel h. Jones - 1418 knox valley drive, brentwood, tn 37027. Ronny l. Greer - 100 druid hills drive, dickson, tn 37055. Earl j. Porter - 2236 kirkwall drive, nolensville, tn 37135. John l. Weaver, iii - 172 river chase drive, hendersonville, tn 37075. Jeffrey j. Ovies - 100 seventh ave n, nashville, tn 37203. James k. Newberry - 664 ayrshire circle, franklin, tn 37064. George c. Ladd, iii - 4521 turkey creek rd, williamsport, tn 38487. John h. Cole - 148 bluegrass pkwy, lebanon, tn 37090. Edward d. Steinhauser - 100 seventh ave n, nashville, tn 37203. Harold e. Scott - 105 lakewood circle, smyrna, tn 37167. Jerry v. Smith - po box 633, dickson, tn 37056.

Filing and Contact Details

Filer

Filer Name
Ancient & Accepted Scottish Rite
EIN
62-0115079
Phone
6152593434
Address
100 SEVENTH AVENUE NORTH, NASHVILLE, TN 37203

Signing Officer

Name
Daniel H Jones
Title
Secretary
Phone
6152593434
Signed
2024-11-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Earl J Porter
Formed
1905
Legal Domicile
Tn
Voting Board Members
12
Independent Board Members
12
Employees
4
Volunteers
350

Preparer

Firm
Frazier & Deeter LLC
Address
222 SECOND AVE SOUTH STE1840, NASHVILLE, TN 37201
Preparer
Deborah L Willett CPA
Phone
6154166800
Raw XML Appendix399 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
IRS990/AccountantCompileOrReviewInd00
IRS990/AccountsReceivableGrp/BOYAmt02500
IRS990/AccountsReceivableGrp/EOYAmt00
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0THE COORDINATION OF SCOTTISH RITE MASONIC FRATERNAL ACTIVITIES IN NASHVILLE AND MIDDLE TENNESSEE.
IRS990/AdvertisingGrp/TotalAmt0484
IRS990/AllOtherExpensesGrp/TotalAmt010057
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0DANIEL H JONES
IRS990/BooksInCareOfDetail/PhoneNum06152593434
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0100 SEVENTH AVENUE NORTH
IRS990/BooksInCareOfDetail/USAddress/CityNm0NASHVILLE
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0TN
IRS990/BooksInCareOfDetail/USAddress/ZIPCd037203
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt00
IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt00
IRS990/CashNonInterestBearingGrp/BOYAmt0184083
IRS990/CashNonInterestBearingGrp/EOYAmt0148726
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt0116256
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd01
IRS990/CompensationProcessOtherInd01
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0209626
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt0225974
IRS990/CYOtherExpensesAmt0368207
IRS990/CYOtherRevenueAmt016789
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0-195387
IRS990/CYSalariesCompEmpBnftPaidAmt0279569
IRS990/CYTotalExpensesAmt0647776
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0452389
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/DepreciationDepletionGrp/TotalAmt0366
IRS990/Desc0COORDINATION OF SCOTTISH RITE MASONIC ACTIVITIES FOR MEMBERS OF THE NASHVILLE JURISDICTION OF THE SOUTHEAST; 2,210 MEMBERS BENEFITED
IRS990/DescribedInSection501c3Ind00
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/DonorRstrOrQuasiEndowmentsInd00
IRS990/ElectionOfBoardMembersInd01
IRS990/EmployeeCnt04
IRS990/EmploymentTaxReturnsFiledInd00
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/TotalAmt03990
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt076203
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt61.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt71.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt81.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt940.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt101.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt111.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OfficerInd5X
IRS990/Form990PartVIISectionAGrp/OfficerInd6X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/PersonNm0JOHN L WEAVER III
IRS990/Form990PartVIISectionAGrp/PersonNm1JEFFREY J OVIES
IRS990/Form990PartVIISectionAGrp/PersonNm2JAMES K NEWBERRY
IRS990/Form990PartVIISectionAGrp/PersonNm3GEORGE C LADD III
IRS990/Form990PartVIISectionAGrp/PersonNm4JOHN H COLE
IRS990/Form990PartVIISectionAGrp/PersonNm5EDWARD D STEINHAUSER
IRS990/Form990PartVIISectionAGrp/PersonNm6HAROLD E SCOTT
IRS990/Form990PartVIISectionAGrp/PersonNm7JERRY V SMITH
IRS990/Form990PartVIISectionAGrp/PersonNm8THOMAS J DRIBER
IRS990/Form990PartVIISectionAGrp/PersonNm9DANIEL H JONES
IRS990/Form990PartVIISectionAGrp/PersonNm10RONNY L GREER
IRS990/Form990PartVIISectionAGrp/PersonNm11EARL J PORTER
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt9116256
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/TitleTxt0DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt1DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt2DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt10TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt11PERSONAL REP OF SGIG
IRS990/Form990ProvidedToGvrnBodyInd00
IRS990/FormationYr01905
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedInd00
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt040315
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt012
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt040315
IRS990/GrossReceiptsAmt0452389
IRS990/GroupExemptionNum00095
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt012
IRS990/IndivRcvdGreaterThan100KCnt01
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InsuranceGrp/TotalAmt07571
IRS990/InvestmentIncomeGrp/ExclusionAmt0185659
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0185659
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt05722399
IRS990/InvestmentsPubTradedSecGrp/EOYAmt06060745
IRS990/IRPDocumentCnt02
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0125691
IRS990/LandBldgEquipBasisNetGrp/BOYAmt00
IRS990/LandBldgEquipBasisNetGrp/EOYAmt02381
IRS990/LandBldgEquipCostOrOtherBssAmt0128072
IRS990/LegalDomicileStateCd0TN
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt00
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembershipDuesAmt0209626
IRS990/MembersOrStockholdersInd01
IRS990/MethodOfAccountingOtherInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0THE ORGANIZATION'S MISSION IS THE COORDINATION OF SCOTTISH RITE FRATERNAL MASONIC ACTIVITIES IN NASHVILLE AND MIDDLE TENNESSEE.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt05909076
IRS990/NetAssetsOrFundBalancesEOYAmt06212626
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt040315
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt040315
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0498937
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/TotalAmt036774
IRS990/OfficeExpensesGrp/TotalAmt038316
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0294
IRS990/OtherAssetsTotalGrp/EOYAmt0774
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0SPECIAL PROJECTS AND ME
IRS990/OtherExpensesGrp/Desc1REUNION EXPENSE
IRS990/OtherExpensesGrp/Desc2PRINTING & STATIONARY
IRS990/OtherExpensesGrp/Desc3CONTRACT LABOR
IRS990/OtherExpensesGrp/TotalAmt048378
IRS990/OtherExpensesGrp/TotalAmt129769
IRS990/OtherExpensesGrp/TotalAmt224289
IRS990/OtherExpensesGrp/TotalAmt39273
IRS990/OtherLiabilitiesGrp/BOYAmt0200
IRS990/OtherLiabilitiesGrp/EOYAmt00
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0OTHER INCOME
IRS990/OtherRevenueMiscGrp/ExclusionAmt016789
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt016789
IRS990/OtherRevenueTotalAmt016789
IRS990/OtherSalariesAndWagesGrp/TotalAmt0130784
IRS990/PartialLiquidationInd00
IRS990/PaymentsToAffiliatesGrp/TotalAmt072343
IRS990/PayrollTaxesGrp/TotalAmt018967
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt013562
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0EARL J PORTER
IRS990/ProfessionalFundraisingInd00
IRS990/ProgSrvcAccomActy2Grp/Desc0TRANSFER OF MEMBERSHIP COLLECTIONS FOR DISPOSITION BY THE ALMONERS FUND TO HOSPITALS AND OTHER ORGANIZATIONS AS DIRECTED BY THE BOARD OF DIRECTORS
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0164198
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0218138
IRS990/PYOtherExpensesAmt0279930
IRS990/PYOtherRevenueAmt012757
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0-143274
IRS990/PYSalariesCompEmpBnftPaidAmt0258437
IRS990/PYTotalExpensesAmt0538367
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0395093
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt0-195387
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt05909076
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt06212626
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt02381
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt0125691
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt0128072
IRS990ScheduleD/TotalBookValueLandBuildingsAmt02381
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION IS ORGANIZED AS A NONPROFIT WITH MEMBERS WHO HAVE THE RIGHT TO PARTICIPATE IN THE ORGANIZATION'S GOVERNANCE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1MEMBERS PERIODICALLY, OR AS VACANCIES ARISE, ELECT ONE OR MORE MEMBERS TO THE ORGANIZATION'S GOVERNING BODY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ORGANIZATION'S SECRETARY AND TREASURER REVIEW THE FORM 990 BEFORE IT IS SIGNED AND FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ANNUALLY, EACH OFFICER, TRUSTEE OR COMMITTEE MEMBER MUST DISCLOSE TO THE VALLEY'S PERSONAL REPRESENTATIVE ANY FINANCIAL INTERESTS THAT COULD GIVE RISE TO CONFLICTS OF INTEREST. EACH YEAR, THE VALLEY'S PERSONAL REPRESENTATIVE SHALL AFFIRM IN WRITING TO THE ORIENT'S SGIG/DEPUTY THAT ALL DISCLOSURES HAVE BEEN MADE AND SHALL ALSO DISCLOSE ANY FINANCIAL INTEREST THAT THE PERSONAL REPRESENTATIVE MAY HAVE THAT COULD GIVE RISE TO CONFLICTS OF INTEREST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4ONLY ONE OFFICER RECEIVES COMPENSATION. THAT OFFICER'S AMOUNT IS REVIEWED AND APPROVED BY THE DIRECTORS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE ORGANIZATION DOES NOT MAKE ITS GOVERNING DOCUMENTS AVAILABLE TO THE PUBLIC.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6DANIEL H. JONES - 1418 KNOX VALLEY DRIVE, BRENTWOOD, TN 37027. RONNY L. GREER - 100 DRUID HILLS DRIVE, DICKSON, TN 37055. EARL J. PORTER - 2236 KIRKWALL DRIVE, NOLENSVILLE, TN 37135. JOHN L. WEAVER, III - 172 RIVER CHASE DRIVE, HENDERSONVILLE, TN 37075. JEFFREY J. OVIES - 100 SEVENTH AVE N, NASHVILLE, TN 37203. JAMES K. NEWBERRY - 664 AYRSHIRE CIRCLE, FRANKLIN, TN 37064. GEORGE C. LADD, III - 4521 TURKEY CREEK RD, WILLIAMSPORT, TN 38487. JOHN H. COLE - 148 BLUEGRASS PKWY, LEBANON, TN 37090. EDWARD D. STEINHAUSER - 100 SEVENTH AVE N, NASHVILLE, TN 37203. HAROLD E. SCOTT - 105 LAKEWOOD CIRCLE, SMYRNA, TN 37167. JERRY V. SMITH - PO BOX 633, DICKSON, TN 37056.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION B, LINE 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PART VII CONTACT ADDRESSES FOR OFFICERS, DIRECTORS, ETC
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd01
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0NASHVILLE SCOTTISH RITE FOUNDATION INC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0591758308
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0TN
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0THE LODGE PROVIDES ADMIN. SERVICES ON BEHALF OF THE FOUNDATION AT NO CHARGE.
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0PF
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt0100 SEVENTH AVENUE NORTH
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0NASHVILLE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0TN
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd037203
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd01
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0NASHVILLE SCOTTISH RITE FOUNDATION INC
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt1NASHVILLE SCOTTISH RITE FOUNDATION INC
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0B
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt1N
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt05909276
IRS990/TotalAssetsEOYAmt06212626
IRS990/TotalAssetsGrp/BOYAmt05909276
IRS990/TotalAssetsGrp/EOYAmt06212626
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0209626
IRS990/TotalEmployeeCnt04
IRS990/TotalFunctionalExpensesGrp/TotalAmt0647776
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0200
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt0200
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt05909076
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt06212626
IRS990/TotalOtherCompensationAmt00
IRS990/TotalReportableCompFromOrgAmt0116256
IRS990/TotalRevenueGrp/ExclusionAmt0202448
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt040315
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0452389
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt0350
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt05909276
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt06212626
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/TotalAmt010394
IRS990/TypeOfOrganizationAssocInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0100 SEVENTH AVENUE NORTH
IRS990/USAddress/CityNm0NASHVILLE
IRS990/USAddress/StateAbbreviationCd0TN
IRS990/USAddress/ZIPCd037203
IRS990/VotingMembersGoverningBodyCnt012
IRS990/VotingMembersIndependentCnt012
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0DANIEL H JONES
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SECRETARY
ReturnHeader/BusinessOfficerGrp/PhoneNum06152593434
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-11-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ANCIENT & ACCEPTED SCOTTISH RITE
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0MOQEDAH LODGE OF PERFECTION #7
ReturnHeader/Filer/BusinessNameControlTxt0ANCI
ReturnHeader/Filer/EIN0620115079
ReturnHeader/Filer/PhoneNum06152593434
ReturnHeader/Filer/USAddress/AddressLine1Txt0100 SEVENTH AVENUE NORTH
ReturnHeader/Filer/USAddress/CityNm0NASHVILLE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TN
ReturnHeader/Filer/USAddress/ZIPCd037203
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0581433845
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0FRAZIER & DEETER LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0222 SECOND AVE SOUTH STE1840
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0NASHVILLE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd037201
ReturnHeader/PreparerPersonGrp/PhoneNum06154166800
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DEBORAH L WILLETT CPA
ReturnHeader/ReturnTs02024-11-14T14:07:29-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.29$0.00$6.29$0.58$0.59$0.01
2023Detailed filing. Detailed filing data is available for this year.$6.21$0.00$6.21$0.45$0.65$0.20
2022Detailed filing. Detailed filing data is available for this year.$5.91$0.00$5.91$0.40$0.54$0.14
2021Detailed filing. Detailed filing data is available for this year.$7.14$0.00$7.13$0.76$0.60$0.16
2020Detailed filing. Detailed filing data is available for this year.$6.71$0.00$6.71$0.33$0.51$0.18
2019Detailed filing. Detailed filing data is available for this year.$6.45$0.00$6.44$0.62$0.53$0.08
2018Detailed filing. Detailed filing data is available for this year.$5.89$0.00$5.89$0.37$0.44$0.07
2017Detailed filing. Detailed filing data is available for this year.$6.43$0.00$6.43$0.68$0.46$0.22
2016Detailed filing. Detailed filing data is available for this year.$6.16$0.00$6.16$0.54$0.48$0.05
2015Detailed filing. Detailed filing data is available for this year.$5.98$0.00$5.98$0.57$0.48$0.09
2014Detailed filing. Detailed filing data is available for this year.$6.36$0.01$6.35$0.85$0.43$0.42
2013Detailed filing. Detailed filing data is available for this year.$5.97$0.00$5.97$0.51$0.47$0.04
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.75$0.00$5.75$0.39
2011Summary only. Only limited summary data is available for this year.$5.36$0.00$5.36$0.50$0.42$0.08