Civic Intelligence

Ancient & Accepted Scottish Rite Valley of Dallas & Coord Bodies

990 • Fiscal year 2021 • EIN 75-0224893

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

Organization ProfileN/A

View Organization Page

500 South Harwood StreetDallas, TX 75201

(214) 748-9196

Siviq Scores

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

Liabilities / Assets

52nd percentile

0.00x

Higher debt load relative to assets than 52% of similar nonprofits.

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

Liabilities / Revenue

50th percentile

0.00x

Higher debt load relative to revenue than 50% of similar nonprofits.

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

Net Margin

55th percentile

34%

Higher net margin than 55% of similar nonprofits.

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

Top Officer Pay

99th percentile

$63,000

Higher top officer pay than 99% of similar nonprofits.

Top officer pay equals 8.6% of source-year revenue.

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

Asset Growth

34th percentile

5.2%

Faster asset growth than 34% of similar nonprofits.

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

Revenue Growth

41st percentile

16%

Faster revenue growth than 41% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets52nd percentile

Assets

Up

$3,442,532

Up $169,274 (+5.2%) from 2020

Net Assets

Up

$3,441,051

Up $168,453 (+5.1%) from 2020

Liabilities

Up

$1,481

Up $821 (+124%) from 2020

Revenue And Expenses
Liabilities / Revenue50th percentileNet Margin55th percentile

Revenue

Up

$733,002

Up $101,881 (+16%) from 2020

Expenses

Up

$486,964

Up $23,525 (+5.1%) from 2020

Net Income

Up

$246,038

Up $78,356 (+47%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth34th percentile

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2011: $2,628,948Liabilities 2011: $303,545Net Assets 2011: $2,325,4032011Assets 2012: $2,506,075Liabilities 2012: $278,545Net Assets 2012: $2,227,5302012Assets 2013: $2,484,963Liabilities 2013: $266,545Net Assets 2013: $2,218,4182013Assets 2014: $2,792,999Liabilities 2014: $1,000Net Assets 2014: $2,791,9992014Assets 2015: $2,629,551Liabilities 2015: $4,940Net Assets 2015: $2,624,6112015Assets 2016: $2,751,431Liabilities 2016: $36,994Net Assets 2016: $2,714,4372016Assets 2017: $2,787,650Liabilities 2017: $33,011Net Assets 2017: $2,754,6392017Assets 2018: $2,945,269Liabilities 2018: $2,936Net Assets 2018: $2,942,3332018Assets 2019: $2,917,295Liabilities 2019: $498Net Assets 2019: $2,916,7972019Assets 2020: $3,273,258Liabilities 2020: $660Net Assets 2020: $3,272,5982020Assets 2021: $3,442,532Liabilities 2021: $1,481Net Assets 2021: $3,441,0512021Assets 2022: $3,209,752Liabilities 2022: $703Net Assets 2022: $3,209,0492022Assets 2023: $3,347,378Liabilities 2023: $564Net Assets 2023: $3,346,8142023Assets 2024: $3,427,373Liabilities 2024: $31Net Assets 2024: $3,427,3422024

Highlighted filing

2021

Assets$3,442,532
Liabilities$1,481
Net Assets$3,441,051
Open 2021 Filing

Operations Trend

Revenue Growth41st percentile

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

$1.5M$1.0M$500K$0-$500KRevenue 2011: $329,566Expenses 2011: $473,340Net Income 2011: -$143,7742011Expenses 2012: $404,3022012Revenue 2013: $225,708Expenses 2013: $233,647Net Income 2013: -$7,9392013Revenue 2014: $1,115,591Expenses 2014: $544,712Net Income 2014: $570,8792014Revenue 2015: $197,038Expenses 2015: $372,530Net Income 2015: -$175,4922015Revenue 2016: $433,343Expenses 2016: $342,035Net Income 2016: $91,3082016Revenue 2017: $531,366Expenses 2017: $540,780Net Income 2017: -$9,4142017Revenue 2018: $600,390Expenses 2018: $440,968Net Income 2018: $159,4222018Revenue 2019: $533,605Expenses 2019: $559,141Net Income 2019: -$25,5362019Revenue 2020: $631,121Expenses 2020: $463,439Net Income 2020: $167,6822020Revenue 2021: $733,002Expenses 2021: $486,964Net Income 2021: $246,0382021Revenue 2022: $424,908Expenses 2022: $447,422Net Income 2022: -$22,5142022Revenue 2023: $488,138Expenses 2023: $492,138Net Income 2023: -$4,0002023Revenue 2024: $677,701Expenses 2024: $534,698Net Income 2024: $143,0032024

Highlighted filing

2021

Revenue$733,002
Expenses$486,964
Net Income$246,038
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
May 31, 2022
Return Version
2021v4.0
Gross Receipts
$733,002
Mission and Program Overview

Mission

SEE STATEMENT

Facilities for scottish rite masons to meet and plan philanthropic activity for their members and the community.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$3,272,598$3,441,051▲ $168,453
Investments in Publicly Traded Securities$1,602,810$1,812,793▲ $209,983
Other Notes and Loans Receivable, Net$1,417,000$1,417,000→ $0
Cash and Non-Interest-Bearing Accounts$226,039$185,330▼ $40,709
Land, Buildings, and Equipment, Net$27,409$27,409→ $0
Savings and Temporary Cash Investments-$0-
Accounts Receivable-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$3,273,258$3,442,532▲ $169,274
Other Assets Total-$0-
Liabilities
Accounts Payable and Accrued Expenses$660$1,481▲ $821
Total Liabilities$660$1,481▲ $821
Net Assets / Fund Balance
Total Net Assets Fund Balance$3,272,598$3,441,051▲ $168,453
Total Liabilities and Net Assets / Fund Balance$3,273,258$3,442,532▲ $169,274

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$27,409-$27,409
Compensation and Service Providers
Top Officer Pay99th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Donny BroughtonGen SecretaryFT$63,000$63,000

Board Members and Trustees

NameTitle
Michael WigginsChairman
Walter M TravisChpt Rose Croix
Nick L FehrenbachCouncil Kodosh
James R ChoateDallas Consistr
Richard L TroutteLodge Perfect
Robert JensenTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$449,757
Program Service Revenue
$0
Investment Income
$247,721
Other Revenue
$35,524
All Other Contributions
$126,476
Change in Net Assets
$246,038
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$236,716
Salaries, Compensation, and Employee Benefits$200,248
Grants and Similar Amounts Paid$50,000
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$120,621--$120,621
Current Officers, Directors, Trustees, and Key Employees$63,000--$63,000
Grants to Domestic Orgs$50,000--$50,000
Insurance$22,771--$22,771
Payroll Taxes$14,344--$14,344
All Other Expenses$10,355--$10,355
Fees for Service Investment Mgmnt Fees$10,154--$10,154
Other Expenses$6,629--$6,629
Fees for Services Accounting$6,179--$6,179
Fees for Services Other$2,923--$2,923
Office Expenses$2,396--$2,396
Pension Plan Contributions$2,283--$2,283
Total Functional Expenses$486,964$0$0$486,964
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
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
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
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, Line 11B: Form 990 Review Process

“990 is presented to the board and approval is given by secretary general for organizations cpa to file form 990 electronically”

Form 990, Part VI, Line 12C: Explanation of Monitoring and Enforcement of Conflicts

“Board considers conflicts of interest before approving any services or work to be performed for the organization”

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“Available for members to view at the organization's office. Documents are not made available to the public.”

Filing and Contact Details

Filer

Filer Name
Ancient & Accepted Scottish Rite Valley
EIN
75-0224893
Phone
2147489196
Address
500 SOUTH HARWOOD STREET, DALLAS, TX 75201

Signing Officer

Name
Donny Broughton
Title
General Secretary
Signed
2022-05-31
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Donny Broughton
Formed
1897
Legal Domicile
TX
Voting Board Members
3
Independent Board Members
2
Employees
4
Volunteers
500

Preparer

Firm
James L Ellis CPA PC
Address
2009 Montana Avenue, El Paso, TX 79903
Preparer
James L Ellis
Phone
9155937070
Supplemental Narrative

Additional Explanations

Form 990, Part III, Line 4D: Other Program Services Description

“Other program services 4: donations to various masonic entities”

Raw XML AppendixShowing 400 of 419 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt027409
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0OTHER PROGRAM SERVICES 4: DONATIONS TO VARIOUS MASONIC ENTITIES
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1990 IS PRESENTED TO THE BOARD AND APPROVAL IS GIVEN BY SECRETARY GENERAL FOR ORGANIZATIONS CPA TO FILE FORM 990 ELECTRONICALLY
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
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Document Assets

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Filings

Displayed year

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

Open filing
Assets
$3,442,532
Liabilities
$1,481
Net assets
$3,441,051
Revenue
$733,002
Expenses
$486,964
Net income
$246,038
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.43$0.00$3.43$0.68$0.53$0.14
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.35$0.00$3.35$0.49$0.49$0.00
2022Detailed filing. Detailed filing data is available for this year.$3.21$0.00$3.21$0.42$0.45$0.02
2021Detailed filing. Detailed filing data is available for this year.$3.44$0.00$3.44$0.73$0.49$0.25
2020Detailed filing. Detailed filing data is available for this year.$3.27$0.00$3.27$0.63$0.46$0.17
2019Detailed filing. Detailed filing data is available for this year.$2.92$0.00$2.92$0.53$0.56$0.03
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.95$0.00$2.94$0.60$0.44$0.16
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.79$0.03$2.75$0.53$0.54$0.01
2016Detailed filing. Detailed filing data is available for this year.$2.75$0.04$2.71$0.43$0.34$0.09
2015Summary only. Only limited summary data is available for this year.$2.63$0.00$2.62$0.20$0.37$0.18
2014Detailed filing. Detailed filing data is available for this year.$2.79$0.00$2.79$1.12$0.54$0.57
2013Detailed filing. Detailed filing data is available for this year.$2.48$0.27$2.22$0.23$0.23$0.01
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.51$0.28$2.23$0.40
2011Summary only. Only limited summary data is available for this year.$2.63$0.30$2.33$0.33$0.47$0.14