Civic Intelligence

Ancient & Accepted Scottish Rite of Free Masonry Southern Jurisdiction

990 • Fiscal year 2021 • EIN 73-0268790

Jan 01, 2021 to Dec 31, 2021 • Filed on Nov 01, 2022

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

81st percentile

0.04x

Higher debt load relative to assets than 81% of similar nonprofits.

2021 filings • 501(c)10 • $1M-$5M nonprofits • Source year 2021

Liabilities / Revenue

80th percentile

0.21x

Higher debt load relative to revenue than 80% of similar nonprofits.

2021 filings • 501(c)10 • $1M-$5M nonprofits • Source year 2021

Net Margin

67th percentile

49%

Higher net margin than 67% of similar nonprofits.

2021 filings • 501(c)10 • $1M-$5M nonprofits • Source year 2021

Top Officer Pay

98th percentile

$55,715

Higher top officer pay than 98% of similar nonprofits.

Top officer pay equals 6.4% of source-year revenue.

2021 filings • 501(c)10 • $1M-$5M nonprofits • Source year 2021

Asset Growth

39th percentile

6.5%

Faster asset growth than 39% of similar nonprofits.

2021 filings • 501(c)10 • $1M-$5M nonprofits • Annualized from 2020 to 2021

Revenue Growth

58th percentile

46%

Faster revenue growth than 58% of similar nonprofits.

2021 filings • 501(c)10 • $1M-$5M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets81st percentile

Assets

Flat

$4,435,909

Flat from 2021

Net Assets

Flat

$4,249,336

Flat from 2021

Liabilities

Flat

$186,573

Flat from 2021

Revenue And Expenses
Liabilities / Revenue80th percentileNet Margin67th percentile

Revenue

Flat

$868,314

Flat from 2021

Expenses

Flat

$445,807

Flat from 2021

Net Income

Flat

$422,507

Flat from 2021

Historical Trend

Balance Sheet Trend

Asset Growth39th 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 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

2021

Assets$4,435,909
Liabilities$186,573
Net Assets$4,249,336
Open 2021 Filing

Operations Trend

Revenue Growth58th 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 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

2021

Revenue$868,314
Expenses$445,807
Net Income$422,507
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Nov 1, 2022
Return Version
2021v4.2
Gross Receipts
$3,364,302
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$3,828,375$4,026,298▲ $197,923
Savings and Temporary Cash Investments$283,566$351,901▲ $68,335
Cash and Non-Interest-Bearing Accounts$37,157$44,607▲ $7,450
Land, Buildings, and Equipment, Net$14,483$11,669▼ $2,814
Accounts Receivable$1,176$1,434▲ $258
Total Assets$4,164,757$4,435,909▲ $271,152
Liabilities
Other Liabilities$173,315$101,730▼ $71,585
Deferred Revenue$90,544$82,178▼ $8,366
Accounts Payable and Accrued Expenses-$2,665-
Total Liabilities$263,859$186,573▼ $77,286
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$2,126,934$2,343,135▲ $216,201
Net Assets With Donor Restrictions$1,773,964$1,906,201▲ $132,237
Total Net Assets Fund Balance$3,900,898$4,249,336▲ $348,438
Total Liabilities and Net Assets / Fund Balance$4,164,757$4,435,909▲ $271,152

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$11,669$887,063$898,732
Compensation and Service Providers
Top Officer Pay98th percentile

Employees

NameTitleFull / Part TimeBaseTotal
John D ChurchSecretaryPT$55,715$55,715

Board Members and Trustees

NameTitle
Jack PainterChairman
Bf Rowland JrTrustee
Charles StuckeyTrustee
James D Nobles JrTrustee
Joe Michael HarrisTrustee
John D LoganTrustee
Robert E Leonard IiTrustee
Troy L CollierTrustee
Joe R Manning JrSgig in Oklahoma
Revenue and Support

Revenue Composition

Contributions and Grants
$186,566
Program Service Revenue
$11,154
Investment Income
$423,379
Other Revenue
$247,215
Change in Net Assets
$422,507

Audited Revenue Reconciliation

Revenue per Audited Statements
$868,314
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$-74,069
Total Revenue per Audited Statements
$794,245
Total Revenue per Form 990
$868,314
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$255,284
Other Expenses$190,523
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages---$149,332
Current Officers, Directors, Trustees, and Key Employees---$55,715
Other Employee Benefits---$51,566
All Other Expenses---$34,772
Payroll Taxes---$16,256
Other Expenses---$9,576
Fees for Services Accounting---$9,113
Office Expenses---$5,257
Travel---$3,649
Fees for Services Other---$3,167
Depreciation Depletion---$2,814
Insurance---$2,653
Pension Plan Contributions---$-17,585
Total Functional Expenses$0$0$0$445,807

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$445,807
Total Expenses per Audited Statements$445,807
Total Expenses per Form 990$445,807
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 Pension Benefits$101,730
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
No
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
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 11B

“The members of the advisory conference of the lodge review the 990 before it is filed.”

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
John D Church
Title
Secretary
Phone
4052821281
Signed
2022-11-01
Discuss with paid preparer
Yes

Organization Details

Principal Officer
John D Church
Formed
1897
Legal Domicile
Ok
Voting Board Members
10
Independent Board Members
8
Employees
6
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

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, 2021 and 2020, 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, 2018, are no longer subject to examination by tax authorities.”

Raw XML AppendixShowing 400 of 408 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/AccountsPayableAccrExpnssGrp/EOYAmt02665
IRS990/AccountsReceivableGrp/BOYAmt01176
IRS990/AccountsReceivableGrp/EOYAmt01434
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0FRATERNAL
IRS990/AllOtherExpensesGrp/TotalAmt034772
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd00
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/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/BOYAmt037157
IRS990/CashNonInterestBearingGrp/EOYAmt044607
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt055715
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0186566
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt0423379
IRS990/CYOtherExpensesAmt0190523
IRS990/CYOtherRevenueAmt0247215
IRS990/CYProgramServiceRevenueAmt011154
IRS990/CYRevenuesLessExpensesAmt0422507
IRS990/CYSalariesCompEmpBnftPaidAmt0255284
IRS990/CYTotalExpensesAmt0445807
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0868314
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DeferredRevenueGrp/BOYAmt090544
IRS990/DeferredRevenueGrp/EOYAmt082178
IRS990/DelegationOfMgmtDutiesInd00
IRS990/DepreciationDepletionGrp/TotalAmt02814
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/DonorRestrictionNetAssetsGrp/BOYAmt01773964
IRS990/DonorRestrictionNetAssetsGrp/EOYAmt01906201
IRS990/DonorRstrOrQuasiEndowmentsInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt06
IRS990/EmploymentTaxReturnsFiledInd01
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/TotalAmt09113
IRS990/FeesForServicesOtherGrp/TotalAmt03167
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
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/AverageHoursPerWeekRt93.00
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/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/PersonNm0JACK PAINTER
IRS990/Form990PartVIISectionAGrp/PersonNm1JOHN D CHURCH
IRS990/Form990PartVIISectionAGrp/PersonNm2JOHN D LOGAN
IRS990/Form990PartVIISectionAGrp/PersonNm3BF ROWLAND JR
IRS990/Form990PartVIISectionAGrp/PersonNm4CHARLES STUCKEY
IRS990/Form990PartVIISectionAGrp/PersonNm5ROBERT E LEONARD II
IRS990/Form990PartVIISectionAGrp/PersonNm6JOE MICHAEL HARRIS
IRS990/Form990PartVIISectionAGrp/PersonNm7TROY L COLLIER
IRS990/Form990PartVIISectionAGrp/PersonNm8JAMES D NOBLES JR
IRS990/Form990PartVIISectionAGrp/PersonNm9JOE R MANNING JR
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt155715
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/TitleTxt0CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt1SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt2TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt3TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt4TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt5TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt6TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt7TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt8TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt9SGIG IN OKLAHOMA
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01897
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt0292089
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt010
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt02788077
IRS990/GrossReceiptsAmt03364302
IRS990/GrossRentsGrp/RealAmt056438
IRS990/GroupExemptionNum00095
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt08
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InsuranceGrp/TotalAmt02653
IRS990/InvestmentIncomeGrp/ExclusionAmt0131290
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0131290
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt03828375
IRS990/InvestmentsPubTradedSecGrp/EOYAmt04026298
IRS990/IRPDocumentCnt03
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0887063
IRS990/LandBldgEquipBasisNetGrp/BOYAmt014483
IRS990/LandBldgEquipBasisNetGrp/EOYAmt011669
IRS990/LandBldgEquipCostOrOtherBssAmt0898732
IRS990/LegalDomicileStateCd0OK
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt02495988
IRS990/LessRentalExpensesGrp/RealAmt00
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembershipDuesAmt0186566
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/NetAssetsOrFundBalancesBOYAmt03900898
IRS990/NetAssetsOrFundBalancesEOYAmt04249336
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0292089
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0292089
IRS990/NetRentalIncomeOrLossGrp/RelatedOrExemptFuncIncomeAmt056438
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt056438
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-74069
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt02126934
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt02343135
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/TotalAmt05257
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt051566
IRS990/OtherExpensesGrp/Desc0SUPREME COUNCIL ADMINIS
IRS990/OtherExpensesGrp/Desc1REUNIONS
IRS990/OtherExpensesGrp/Desc2REPAIRS, MAINTENANCE AN
IRS990/OtherExpensesGrp/Desc3CUSTODIAL
IRS990/OtherExpensesGrp/TotalAmt087235
IRS990/OtherExpensesGrp/TotalAmt117929
IRS990/OtherExpensesGrp/TotalAmt214358
IRS990/OtherExpensesGrp/TotalAmt39576
IRS990/OtherLiabilitiesGrp/BOYAmt0173315
IRS990/OtherLiabilitiesGrp/EOYAmt0101730
IRS990/OtherOrganizationDsc0CHARTERED FRATERNAL ORGANIZATION
IRS990/OtherRevenueMiscGrp/BusinessCd0561000
IRS990/OtherRevenueMiscGrp/BusinessCd1900099
IRS990/OtherRevenueMiscGrp/Desc0OVERHEAD REIMBURSEMENT
IRS990/OtherRevenueMiscGrp/Desc1MISCELLANEOUS
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt0179359
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt111418
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0179359
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt111418
IRS990/OtherRevenueTotalAmt0190777
IRS990/OtherSalariesAndWagesGrp/TotalAmt0149332
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/TotalAmt016256
IRS990/PensionPlanContributionsGrp/TotalAmt0-17585
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0JOHN D CHURCH
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/Desc0ACTIVITIES INCOME
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt011154
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt011154
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0151299
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0134684
IRS990/PYOtherExpensesAmt0255486
IRS990/PYOtherRevenueAmt0307640
IRS990/PYProgramServiceRevenueAmt02626
IRS990/PYRevenuesLessExpensesAmt0145481
IRS990/PYSalariesCompEmpBnftPaidAmt0195282
IRS990/PYTotalExpensesAmt0450768
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0596249
IRS990/ReconcilationRevenueExpnssAmt0422507
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd01
IRS990/RentalIncomeOrLossGrp/RealAmt056438
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0283566
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0351901
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/EquipmentGrp/BookValueAmt011669
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0887063
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0898732
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt0445807
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0-74069
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0101730
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0LIABILITY FOR PENSION BENEFITS
IRS990ScheduleD/RevenueNotReportedAmt0-74069
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt0868314
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, 2021 AND 2020, 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, 2018, ARE NO LONGER SUBJECT TO EXAMINATION BY TAX AUTHORITIES.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt011669
IRS990ScheduleD/TotalExpensesPerForm990Amt0445807
IRS990ScheduleD/TotalLiabilityAmt0101730
IRS990ScheduleD/TotalRevenuePerForm990Amt0868314
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0794245
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0445807
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 MEMBERS OF THE ADVISORY CONFERENCE OF THE LODGE REVIEW THE 990 BEFORE IT IS FILED.
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/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 8B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
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/SharingOfFacilitiesInd00
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0OK
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt04164757
IRS990/TotalAssetsEOYAmt04435909
IRS990/TotalAssetsGrp/BOYAmt04164757
IRS990/TotalAssetsGrp/EOYAmt04435909
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0186566
IRS990/TotalEmployeeCnt06
IRS990/TotalFunctionalExpensesGrp/TotalAmt0445807
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0263859
IRS990/TotalLiabilitiesEOYAmt0186573
IRS990/TotalLiabilitiesGrp/BOYAmt0263859
IRS990/TotalLiabilitiesGrp/EOYAmt0186573
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt03900898
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt04249336
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceRevenueAmt011154
IRS990/TotalReportableCompFromOrgAmt055715
IRS990/TotalRevenueGrp/ExclusionAmt0423379
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0258369
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0868314
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt04164757
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt04435909
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TransactionWithControlEntInd00
IRS990/TravelGrp/TotalAmt03649
IRS990/TypeOfOrganizationOtherInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0PO BOX 70
IRS990/USAddress/CityNm0GUTHRIE
IRS990/USAddress/StateAbbreviationCd0OK
IRS990/USAddress/ZIPCd073044
IRS990/VotingMembersGoverningBodyCnt010
IRS990/VotingMembersIndependentCnt08
IRS990/WebsiteAddressTxt0GUTHRIESCOTTISHRITE.ORG
IRS990/WhistleblowerPolicyInd01
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JOHN D CHURCH
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SECRETARY
ReturnHeader/BusinessOfficerGrp/PhoneNum04052821281
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-11-01
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ANCIENT & ACCEPTED SCOTTISH RITE OF
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0VALLEY OF GUTHRIE & COORD BODIES
ReturnHeader/Filer/BusinessNameControlTxt0ANCI
ReturnHeader/Filer/EIN0730268790
ReturnHeader/Filer/PhoneNum04052821281
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 70
ReturnHeader/Filer/USAddress/CityNm0GUTHRIE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OK
ReturnHeader/Filer/USAddress/ZIPCd073044
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0731049855
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ENGELBACH ROBERTS & CO PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt04000 CLASSEN CTR STE 100C
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0OKLAHOMA CITY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd073118
ReturnHeader/PreparerPersonGrp/PhoneNum04055284000

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,435,909
Liabilities
$186,573
Net assets
$4,249,336
Revenue
$868,314
Expenses
$445,807
Net income
$422,507
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
2021Detailed filing. Detailed filing data is available for this year.$4.44$0.19$4.25$0.87$0.45$0.42
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