Civic Intelligence

Ancient & Accepted Scottish Rite of Free Masonry Southern Jurisdiction

990 • Fiscal year 2014 • EIN 73-0268790

Jan 01, 2014 to Dec 31, 2014 • Filed on Oct 07, 2015

Organization ProfileGUTHRIESCOTTISHRITE.ORG

View Organization Page

PO Box 70Guthrie, OK 73044

(405) 282-1281

Siviq Scores

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

Liabilities / Assets

82nd percentile

0.05x

Higher debt load relative to assets than 82% of similar nonprofits.

2014 filings • 501(c)10 • $1M-$5M nonprofits • Source year 2014

Liabilities / Revenue

75th percentile

0.20x

Higher debt load relative to revenue than 75% of similar nonprofits.

2014 filings • 501(c)10 • $1M-$5M nonprofits • Source year 2014

Net Margin

77th percentile

41%

Higher net margin than 77% of similar nonprofits.

2014 filings • 501(c)10 • $1M-$5M nonprofits • Source year 2014

Top Officer Pay

100th percentile

$101,536

Higher top officer pay than 100% of similar nonprofits.

Top officer pay equals 8.3% of source-year revenue.

2014 filings • 501(c)10 • $1M-$5M nonprofits • Source year 2014

Asset Growth

93rd percentile

16%

Faster asset growth than 93% of similar nonprofits.

2014 filings • 501(c)10 • $1M-$5M nonprofits • Annualized from 2013 to 2014

Revenue Growth

80th percentile

41%

Faster revenue growth than 80% of similar nonprofits.

2014 filings • 501(c)10 • $1M-$5M nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets82nd percentile

Assets

Up

$4,528,439

Up $633,642 (+16%) from 2013

Net Assets

Up

$4,284,329

Up $567,298 (+15%) from 2013

Liabilities

Up

$244,110

Up $66,344 (+37%) from 2013

Revenue And Expenses
Liabilities / Revenue75th percentileNet Margin77th percentile

Revenue

Up

$1,222,181

Up $355,796 (+41%) from 2013

Expenses

Up

$726,706

Up $87,026 (+14%) from 2013

Net Income

Up

$495,475

Up $268,770 (+119%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth93rd percentile

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

$6.0M$4.0M$2.0M$0Assets 2010: $3,755,447Liabilities 2010: $152,702Net Assets 2010: $3,602,7452010Assets 2011: $3,893,421Liabilities 2011: $176,160Net Assets 2011: $3,717,2612011Assets 2012: $3,819,319Liabilities 2012: $235,449Net Assets 2012: $3,583,8702012Assets 2013: $3,894,797Liabilities 2013: $177,766Net Assets 2013: $3,717,0312013Assets 2014: $4,528,439Liabilities 2014: $244,110Net Assets 2014: $4,284,3292014Assets 2015: $4,227,621Liabilities 2015: $248,748Net Assets 2015: $3,978,8732015Assets 2016: $4,231,453Liabilities 2016: $275,147Net Assets 2016: $3,956,3062016Assets 2017: $4,223,187Liabilities 2017: $331,358Net Assets 2017: $3,891,8292017Assets 2018: $3,908,959Liabilities 2018: $302,267Net Assets 2018: $3,606,6922018Assets 2019: $4,330,548Liabilities 2019: $389,603Net Assets 2019: $3,940,9452019Assets 2020: $4,164,757Liabilities 2020: $263,859Net Assets 2020: $3,900,8982020Assets 2021: $4,435,909Liabilities 2021: $186,573Net Assets 2021: $4,249,3362021Assets 2022: $4,283,326Liabilities 2022: $77,466Net Assets 2022: $4,205,8602022Assets 2024: $4,983,598Liabilities 2024: $73,825Net Assets 2024: $4,909,7732024

Highlighted filing

2014

Assets$4,528,439
Liabilities$244,110
Net Assets$4,284,329
Open 2014 Filing

Operations Trend

Revenue Growth80th percentile

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

$1.5M$1.0M$500K$0-$500KExpenses 2010: $839,9032010Expenses 2011: $716,1202011Revenue 2012: $814,633Expenses 2012: $772,682Net Income 2012: $41,9512012Revenue 2013: $866,385Expenses 2013: $639,680Net Income 2013: $226,7052013Revenue 2014: $1,222,181Expenses 2014: $726,706Net Income 2014: $495,4752014Revenue 2015: $680,465Expenses 2015: $664,168Net Income 2015: $16,2972015Revenue 2016: $760,369Expenses 2016: $654,180Net Income 2016: $106,1892016Revenue 2017: $679,348Expenses 2017: $676,330Net Income 2017: $3,0182017Revenue 2018: $800,241Expenses 2018: $557,918Net Income 2018: $242,3232018Revenue 2019: $604,986Expenses 2019: $623,100Net Income 2019: -$18,1142019Revenue 2020: $596,249Expenses 2020: $450,768Net Income 2020: $145,4812020Revenue 2021: $868,314Expenses 2021: $445,807Net Income 2021: $422,5072021Revenue 2022: $1,397,138Expenses 2022: $446,782Net Income 2022: $950,3562022Revenue 2024: $591,002Expenses 2024: $545,653Net Income 2024: $45,3492024

Highlighted filing

2014

Revenue$1,222,181
Expenses$726,706
Net Income$495,475
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Oct 7, 2015
Return Version
2014v5.0
Gross Receipts
$2,051,790
Mission and Program Overview

Mission

It is the mission of the scottish rite of freemasonry, southern jurisdiction, to improve its members and enhance the communities in which they live by teaching and emulating the principles of brotherly love, tolerance, charity, and truth while actively embracing high social, moral, and spiritual values including fellowship, compassion, and dedication to god, family and country.

FRATERNAL

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$3,472,050$4,082,457▲ $610,407
Savings and Temporary Cash Investments$355,852$358,755▲ $2,903
Land, Buildings, and Equipment, Net$37,522$34,801▼ $2,721
Accounts Receivable$192$28,151▲ $27,959
Cash and Non-Interest-Bearing Accounts$29,181$24,275▼ $4,906
Total Assets$3,894,797$4,528,439▲ $633,642
Liabilities
Other Liabilities$68,347$132,906▲ $64,559
Deferred Revenue$109,419$111,204▲ $1,785
Total Liabilities$177,766$244,110▲ $66,344
Net Assets / Fund Balance
Unrestricted Net Assets$2,303,597$2,610,465▲ $306,868
Permanently Rstr Net Assets$1,269,564$1,521,412▲ $251,848
Temporarily Rstr Net Assets$143,870$152,452▲ $8,582
Total Net Assets Fund Balance$3,717,031$4,284,329▲ $567,298
Total Liabilities and Net Assets / Fund Balance$3,894,797$4,528,439▲ $633,642

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$34,801$858,920$893,721
Compensation and Service Providers
Top Officer Pay100th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Robert G DavisSecretary/treasurerPT$78,695$22,841$101,536

Board Members and Trustees

NameTitle
John L LoganChairman
Bf Rowland JrTrustee
Burke MccroryTrustee
Charles StuckeyTrustee
Jack PainterTrustee
Michael RoseTrustee
Michael WittTrustee
Woodrow MorehouseTrustee
Joe R Manning JrSgig in Oklahoma
Revenue and Support

Revenue Composition

Contributions and Grants
$490,280
Program Service Revenue
$42,332
Investment Income
$503,930
Other Revenue
$185,639
All Other Contributions
$234,770
Change in Net Assets
$495,475

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,222,181
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$71,823
Total Revenue per Audited Statements
$1,294,004
Total Revenue per Form 990
$1,222,181
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$363,397
Other Expenses$363,309
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages---$133,683
Pension Plan Contributions---$85,238
Current Officers, Directors, Trustees, and Key Employees---$78,695
All Other Expenses---$70,029
Insurance---$61,527
Other Employee Benefits---$49,137
Other Expenses---$19,875
Payroll Taxes---$16,644
Fees for Service Investment Mgmnt Fees---$12,577
Office Expenses---$10,223
Travel---$7,963
Fees for Services Accounting---$7,378
Fees for Services Other---$5,023
Depreciation Depletion---$3,960
Total Functional Expenses$0$0$0$726,706

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$726,706
Total Expenses per Audited Statements$726,706
Total Expenses per Form 990$726,706
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Liability for Penson Benefits$132,906
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
No
Backup withholding compliance
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, Part VI, Section A, Line 8B

“The lodge does not have any committees authorized to act on behalf of the advisory conference of the lodge”

Form 990, Part VI, Section B, Line 11

“The general secretary of the lodge reviews the 990 before it is filed. A copy is made available to the members of the advisory conference for their review if they so desire.”

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

“Annually the members of the advisory conference are to review the conflict of interest statement and determine if there are any conflicts that should be noted.”

Form 990, Part VI, Section C, Line 19

“All governing documents are available for public inspection at the lodge's office upon request”

Filing and Contact Details

Filer

Filer Name
Ancient & Accepted Scottish Rite of
EIN
73-0268790
Phone
4052821281
Address
PO BOX 70, GUTHRIE, OK 73044

Signing Officer

Name
Robert G Davis
Title
Secretary/treasurer
Phone
4052821281
Signed
2015-10-07
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Robert G Davis
Formed
1897
Legal Domicile
Ok
Voting Board Members
10
Independent Board Members
9
Employees
5
Volunteers
0

Preparer

Firm
Engelbach Roberts & Co Pllc
Address
4000 CLASSEN CTR STE 100C, OKLAHOMA CITY, OK 73118
Preparer
Dennis D Galyon
Phone
4055284000
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 24E

“Administrative services 12,380. Outside services 10,852. Consistory news 9,958. Equipment lease, maintenance & usage 7,899. Miscellaneous 5,467. Awards 5,464. Stage, wardrobe & sound 5,229. Stationery, printing & programs 5,023. Telephone 4,273. Fourteen degree rings 2,640. Patents and certificates 624. Public relations 220.”

Financial Statement Notes

PART X, LINE 2:

“The lodge evaluates and accounts for their uncertain tax positions, if any, in accordance with u.s. Generally accepted accounting principles, including the lodge's tax position as a tax-exempt not-for-profit entity. Through the lodge's evaluation of its uncertain tax positions, management has determined no uncertain tax positions exist as of december 31, 2014 and 2013, which would require the lodge to record a liability for the uncertain tax positions in its financial statements.the lodge's exempt returns for the years ended before december 31, 2012, are no longer subject to examination by tax authorities.”

Raw XML AppendixShowing 400 of 418 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/BOYAmt0192
IRS990/AccountsReceivableGrp/EOYAmt028151
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0FRATERNAL
IRS990/AllOtherContributionsAmt0234770
IRS990/AllOtherExpensesGrp/TotalAmt070029
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd00
IRS990/BackupWthldComplianceInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0THE ORGANIZATION
IRS990/BooksInCareOfDetail/PhoneNum04052821281
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 70
IRS990/BooksInCareOfDetail/USAddress/CityNm0GUTHRIE
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OK
IRS990/BooksInCareOfDetail/USAddress/ZIPCd073044
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOfficerEntInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/BOYAmt029181
IRS990/CashNonInterestBearingGrp/EOYAmt024275
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt078695
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0490280
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt0503930
IRS990/CYOtherExpensesAmt0363309
IRS990/CYOtherRevenueAmt0185639
IRS990/CYProgramServiceRevenueAmt042332
IRS990/CYRevenuesLessExpensesAmt0495475
IRS990/CYSalariesCompEmpBnftPaidAmt0363397
IRS990/CYTotalExpensesAmt0726706
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt01222181
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DeferredRevenueGrp/BOYAmt0109419
IRS990/DeferredRevenueGrp/EOYAmt0111204
IRS990/DelegationOfMgmtDutiesInd00
IRS990/DepreciationDepletionGrp/TotalAmt03960
IRS990/Desc0GUTHRIE LODGE OF PERFECTION: THE OPERATION OF THE LODGE (A HISTORICAL FACILITY) FOR CHARITABLE, LITERARY, EDUCATIONAL AND FRATERNAL PURPOSE.
IRS990/DescribedInSection501c3Ind00
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt05
IRS990/EmploymentTaxReturnsFiledInd01
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/TotalAmt07378
IRS990/FeesForServicesOtherGrp/TotalAmt05023
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt012577
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt03.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt126.00
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/AverageHoursPerWeekRt91.00
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/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt122841
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/PersonNm0JOE R MANNING JR
IRS990/Form990PartVIISectionAGrp/PersonNm1ROBERT G DAVIS
IRS990/Form990PartVIISectionAGrp/PersonNm2JACK PAINTER
IRS990/Form990PartVIISectionAGrp/PersonNm3BF ROWLAND JR
IRS990/Form990PartVIISectionAGrp/PersonNm4CHARLES STUCKEY
IRS990/Form990PartVIISectionAGrp/PersonNm5JOHN L LOGAN
IRS990/Form990PartVIISectionAGrp/PersonNm6BURKE MCCRORY
IRS990/Form990PartVIISectionAGrp/PersonNm7WOODROW MOREHOUSE
IRS990/Form990PartVIISectionAGrp/PersonNm8MICHAEL WITT
IRS990/Form990PartVIISectionAGrp/PersonNm9MICHAEL ROSE
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt178695
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
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/TitleTxt0SGIG IN OKLAHOMA
IRS990/Form990PartVIISectionAGrp/TitleTxt1SECRETARY/TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt2TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt3TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt4TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt5CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt6TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt7TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt8TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt9TRUSTEE
IRS990/Form990ProvidedToGvrnBodyInd00
IRS990/FormationYr01897
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt0270366
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt010
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt01099975
IRS990/GrossReceiptsAmt02051790
IRS990/GrossRentsGrp/RealAmt061375
IRS990/GroupExemptionNum00095
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt09
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartIXInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InsuranceGrp/TotalAmt061527
IRS990/InvestmentIncomeGrp/ExclusionAmt0233564
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0233564
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt03472050
IRS990/InvestmentsPubTradedSecGrp/EOYAmt04082457
IRS990/IRPDocumentCnt01
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0858920
IRS990/LandBldgEquipBasisNetGrp/BOYAmt037522
IRS990/LandBldgEquipBasisNetGrp/EOYAmt034801
IRS990/LandBldgEquipCostOrOtherBssAmt0893721
IRS990/LegalDomicileStateCd0OK
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0829609
IRS990/LessRentalExpensesGrp/RealAmt00
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembershipDuesAmt0255510
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd00
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0IT IS THE MISSION OF THE SCOTTISH RITE OF FREEMASONRY, SOUTHERN JURISDICTION, TO IMPROVE ITS MEMBERS AND ENHANCE THE COMMUNITIES IN WHICH THEY LIVE BY TEACHING AND EMULATING THE PRINCIPLES OF BROTHERLY LOVE, TOLERANCE, CHARITY, AND TRUTH WHILE ACTIVELY EMBRACING HIGH SOCIAL, MORAL, AND SPIRITUAL VALUES INCLUDING FELLOWSHIP, COMPASSION, AND DEDICATION TO GOD, FAMILY AND COUNTRY.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt03717031
IRS990/NetAssetsOrFundBalancesEOYAmt04284329
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0270366
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0270366
IRS990/NetRentalIncomeOrLossGrp/RelatedOrExemptFuncIncomeAmt061375
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt061375
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt071823
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/TotalAmt010223
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt049137
IRS990/OtherExpensesGrp/Desc0SUPREME COUNCIL ADMINIS
IRS990/OtherExpensesGrp/Desc1REUNIONS
IRS990/OtherExpensesGrp/Desc2PERPETUAL MEMBERSHIPS-5
IRS990/OtherExpensesGrp/Desc3REPAIRS, MAINTENANCE AN
IRS990/OtherExpensesGrp/TotalAmt077011
IRS990/OtherExpensesGrp/TotalAmt162243
IRS990/OtherExpensesGrp/TotalAmt225500
IRS990/OtherExpensesGrp/TotalAmt319875
IRS990/OtherLiabilitiesGrp/BOYAmt068347
IRS990/OtherLiabilitiesGrp/EOYAmt0132906
IRS990/OtherOrganizationDsc0CHARTERED FRATERNAL ORGANIZATION
IRS990/OtherRevenueMiscGrp/BusinessCd0561000
IRS990/OtherRevenueMiscGrp/BusinessCd1900099
IRS990/OtherRevenueMiscGrp/Desc0OVERHEAD REIMBURSEMENT
IRS990/OtherRevenueMiscGrp/Desc1MISCELLANEOUS
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt0119447
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt14817
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0119447
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt14817
IRS990/OtherRevenueTotalAmt0124264
IRS990/OtherSalariesAndWagesGrp/TotalAmt0133683
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/TotalAmt016644
IRS990/PensionPlanContributionsGrp/TotalAmt085238
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt01269564
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt01521412
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0ROBERT G DAVIS
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/Desc0ACTIVITIES INCOME
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt042332
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt042332
IRS990/ProgSrvcAccomActy2Grp/Desc0ALMONER FUND: DISBURSEMENTS FROM THE ALMONER FUND ARE MADE FOR THE RELIEF OF SCOTTISH RITE MASONS WITHOUT REGARD TO RACE, COLOR, OR CREED, ON A CONFIDENTIAL BASIS. DUE TO THE SENSITIVE NATURE OF THE FUND, THE FUND WAS NOT REVIEWED NOR INCLUDED IN THE AUDITED FINANCIAL STATEMENTS AT DECEMBER 31, 2014.
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0269502
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0370422
IRS990/PYOtherExpensesAmt0388292
IRS990/PYOtherRevenueAmt0175917
IRS990/PYProgramServiceRevenueAmt050544
IRS990/PYRevenuesLessExpensesAmt0226705
IRS990/PYSalariesCompEmpBnftPaidAmt0251388
IRS990/PYTotalExpensesAmt0639680
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0866385
IRS990/ReconcilationRevenueExpnssAmt0495475
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd01
IRS990/RentalIncomeOrLossGrp/RealAmt061375
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0355852
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0358755
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/EquipmentGrp/BookValueAmt034801
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0858920
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0893721
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt0726706
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/NetUnrealizedGainsInvstAmt071823
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0132906
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0LIABILITY FOR PENSON BENEFITS
IRS990ScheduleD/RevenueNotReportedAmt071823
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt01222181
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE LODGE EVALUATES AND ACCOUNTS FOR THEIR UNCERTAIN TAX POSITIONS, IF ANY, IN ACCORDANCE WITH U.S. GENERALLY ACCEPTED ACCOUNTING PRINCIPLES, INCLUDING THE LODGE'S TAX POSITION AS A TAX-EXEMPT NOT-FOR-PROFIT ENTITY. THROUGH THE LODGE'S EVALUATION OF ITS UNCERTAIN TAX POSITIONS, MANAGEMENT HAS DETERMINED NO UNCERTAIN TAX POSITIONS EXIST AS OF DECEMBER 31, 2014 AND 2013, WHICH WOULD REQUIRE THE LODGE TO RECORD A LIABILITY FOR THE UNCERTAIN TAX POSITIONS IN ITS FINANCIAL STATEMENTS.THE LODGE'S EXEMPT RETURNS FOR THE YEARS ENDED BEFORE DECEMBER 31, 2012, ARE NO LONGER SUBJECT TO EXAMINATION BY TAX AUTHORITIES.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt034801
IRS990ScheduleD/TotalExpensesPerForm990Amt0726706
IRS990ScheduleD/TotalLiabilityAmt0132906
IRS990ScheduleD/TotalRevenuePerForm990Amt01222181
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt01294004
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0726706
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE LODGE DOES NOT HAVE ANY COMMITTEES AUTHORIZED TO ACT ON BEHALF OF THE ADVISORY CONFERENCE OF THE LODGE
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE GENERAL SECRETARY OF THE LODGE REVIEWS THE 990 BEFORE IT IS FILED. A COPY IS MADE AVAILABLE TO THE MEMBERS OF THE ADVISORY CONFERENCE FOR THEIR REVIEW IF THEY SO DESIRE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ANNUALLY THE MEMBERS OF THE ADVISORY CONFERENCE ARE TO REVIEW THE CONFLICT OF INTEREST STATEMENT AND DETERMINE IF THERE ARE ANY CONFLICTS THAT SHOULD BE NOTED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ALL GOVERNING DOCUMENTS ARE AVAILABLE FOR PUBLIC INSPECTION AT THE LODGE'S OFFICE UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4ADMINISTRATIVE SERVICES 12,380. OUTSIDE SERVICES 10,852. CONSISTORY NEWS 9,958. EQUIPMENT LEASE, MAINTENANCE & USAGE 7,899. MISCELLANEOUS 5,467. AWARDS 5,464. STAGE, WARDROBE & SOUND 5,229. STATIONERY, PRINTING & PROGRAMS 5,023. TELEPHONE 4,273. FOURTEEN DEGREE RINGS 2,640. PATENTS AND CERTIFICATES 624. PUBLIC RELATIONS 220.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 8B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART IX, LINE 24E
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0GUTHRIE SCOTTISH RITE CHARITABLE & EDUCATIONAL FOUNDATION
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0OK
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0CHILD LEARNING CLINIC, SCHOLARSHIPS, & TEMPLE RESTORATION
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0170(B)(1)(A)(VI)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt0PO BOX 70
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0GUTHRIE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0OK
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd073044
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd01
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd01
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd01
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0OK
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TemporarilyRstrNetAssetsGrp/BOYAmt0143870
IRS990/TemporarilyRstrNetAssetsGrp/EOYAmt0152452
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt03894797
IRS990/TotalAssetsEOYAmt04528439
IRS990/TotalAssetsGrp/BOYAmt03894797
IRS990/TotalAssetsGrp/EOYAmt04528439
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0490280
IRS990/TotalEmployeeCnt05
IRS990/TotalFunctionalExpensesGrp/TotalAmt0726706
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0177766
IRS990/TotalLiabilitiesEOYAmt0244110
IRS990/TotalLiabilitiesGrp/BOYAmt0177766
IRS990/TotalLiabilitiesGrp/EOYAmt0244110
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt03717031
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt04284329
IRS990/TotalOtherCompensationAmt022841
IRS990/TotalProgramServiceRevenueAmt042332
IRS990/TotalReportableCompFromOrgAmt078695
IRS990/TotalRevenueGrp/ExclusionAmt0503930
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0227971
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt01222181
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt03894797
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt04528439
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TransactionWithControlEntInd00
IRS990/TravelGrp/TotalAmt07963
IRS990/TypeOfOrganizationOtherInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnrestrictedNetAssetsGrp/BOYAmt02303597
IRS990/UnrestrictedNetAssetsGrp/EOYAmt02610465
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0PO BOX 70
IRS990/USAddress/CityNm0GUTHRIE
IRS990/USAddress/StateAbbreviationCd0OK
IRS990/USAddress/ZIPCd073044
IRS990/VotingMembersGoverningBodyCnt010
IRS990/VotingMembersIndependentCnt09
IRS990/WebsiteAddressTxt0GUTHRIESCOTTISHRITE.ORG
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0ROBERT G DAVIS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SECRETARY/TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum04052821281
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-10-07
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ANCIENT & ACCEPTED SCOTTISH RITE OF
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0VALLEY OF GUTHRIE & COORD BODIES
ReturnHeader/Filer/BusinessNameControlTxt0ANCI
ReturnHeader/Filer/EIN0730268790

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$4,528,439
Liabilities
$244,110
Net assets
$4,284,329
Revenue
$1,222,181
Expenses
$726,706
Net income
$495,475
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.98$0.07$4.91$0.59$0.55$0.05
2022Summary only. Only limited summary data is available for this year.$4.28$0.08$4.21$1.40$0.45$0.95
2021Summary only. Only limited summary data is available for this year.$4.44$0.19$4.25$0.87$0.45$0.42
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.16$0.26$3.90$0.60$0.45$0.15
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.33$0.39$3.94$0.60$0.62$0.02
2018Summary only. Only limited summary data is available for this year.$3.91$0.30$3.61$0.80$0.56$0.24
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.22$0.33$3.89$0.68$0.68$0.00
2016Summary only. Only limited summary data is available for this year.$4.23$0.28$3.96$0.76$0.65$0.11
2015Detailed filing. Detailed filing data is available for this year.$4.23$0.25$3.98$0.68$0.66$0.02
2014Detailed filing. Detailed filing data is available for this year.$4.53$0.24$4.28$1.22$0.73$0.50
2013Detailed filing. Detailed filing data is available for this year.$3.89$0.18$3.72$0.87$0.64$0.23
2012Summary only. Only limited summary data is available for this year.$3.82$0.24$3.58$0.81$0.77$0.04
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.89$0.18$3.72$0.72
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.76$0.15$3.60$0.84