Civic Intelligence

Ancient & Accepted Scottish Rite Valley of Dallas & Coord Bodies

990 • Fiscal year 2023 • EIN 75-0224893

Jan 01, 2023 to Dec 31, 2023 • Filed on Aug 01, 2024

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

53rd percentile

0.00x

Higher debt load relative to assets than 53% of similar nonprofits.

2023 filings • 501(c)10 • $1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

52nd percentile

0.00x

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

2023 filings • 501(c)10 • $1M-$5M nonprofits • Source year 2023

Net Margin

42nd percentile

-0.8%

Higher net margin than 42% of similar nonprofits.

2023 filings • 501(c)10 • $1M-$5M nonprofits • Source year 2023

Top Officer Pay

51st percentile

$0

Higher top officer pay than 51% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2023 filings • 501(c)10 • $1M-$5M nonprofits • Source year 2023

Asset Growth

53rd percentile

4.3%

Faster asset growth than 53% of similar nonprofits.

2023 filings • 501(c)10 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Revenue Growth

61st percentile

15%

Faster revenue growth than 61% of similar nonprofits.

2023 filings • 501(c)10 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets53rd percentile

Assets

Up

$3,347,378

Up $137,626 (+4.3%) from 2022

Net Assets

Up

$3,346,814

Up $137,765 (+4.3%) from 2022

Liabilities

Down

$564

Down $139 (-20%) from 2022

Revenue And Expenses
Liabilities / Revenue52nd percentileNet Margin42nd percentile

Revenue

Up

$488,138

Up $63,230 (+15%) from 2022

Expenses

Up

$492,138

Up $44,716 (+10.0%) from 2022

Net Income

Up

-$4,000

Up $18,514 (+82%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth53rd 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

2023

Assets$3,347,378
Liabilities$564
Net Assets$3,346,814
Open 2023 Filing

Operations Trend

Revenue Growth61st 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

2023

Revenue$488,138
Expenses$492,138
Net Income-$4,000
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Aug 1, 2024
Return Version
2023v5.1
Gross Receipts
$527,014
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$3,209,049$3,346,814▲ $137,765
Investments in Publicly Traded Securities$1,586,941$1,755,515▲ $168,574
Other Notes and Loans Receivable, Net$1,417,000$1,417,000→ $0
Cash and Non-Interest-Bearing Accounts$178,402$147,454▼ $30,948
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$3,209,752$3,347,378▲ $137,626
Other Assets Total-$0-
Liabilities
Accounts Payable and Accrued Expenses$703$564▼ $139
Total Liabilities$703$564▼ $139
Net Assets / Fund Balance
Total Net Assets Fund Balance$3,209,049$3,346,814▲ $137,765
Total Liabilities and Net Assets / Fund Balance$3,209,752$3,347,378▲ $137,626

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$27,409-$27,409
Compensation and Service Providers
Top Officer Pay51st percentile

Board Members and Trustees

NameTitle
Michael WigginsChairman
Donny BroughtonGen Secretary
Bill JacobsJunior Warden
Richard L TroutteLodge Perfect
Dan HillOrator
Matthew CasonSenior Warden
Robert JensenTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$380,735
Program Service Revenue
$0
Investment Income
$41,053
Other Revenue
$66,350
All Other Contributions
$92,208
Change in Net Assets
$-4,000
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$286,176
Salaries, Compensation, and Employee Benefits$205,962
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees$182,667--$182,667
Payments to Affiliates---$102,210
Insurance$27,712--$27,712
Fees for Service Investment Mgmnt Fees$14,245--$14,245
Payroll Taxes$14,225--$14,225
All Other Expenses$10,133--$10,133
Pension Plan Contributions$9,070--$9,070
Other Expenses$7,168--$7,168
Fees for Services Accounting$5,727--$5,727
Office Expenses$1,664--$1,664
Total Functional Expenses$389,928$0$0$492,138
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, Section B, Line 11B

“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, Section B, Line 12C

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

Form 990, Part VI, Section C, Line 19

“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
2024-08-01
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 Ave, El Paso, TX 79903
Preparer
James L Ellis
Phone
9155937070
Supplemental Narrative

Additional Explanations

Form 990, Part III, Line 4D

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

Raw XML AppendixShowing 400 of 412 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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IRS990/ProgSrvcAccomActy3Grp/Desc0DONATION TO THE HOUSE OF THE TEMPLE
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IRS990/PYContributionsGrantsAmt0413497
IRS990/PYInvestmentIncomeAmt0-5514
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0229147
IRS990/PYOtherRevenueAmt016925
IRS990/PYRevenuesLessExpensesAmt0-22514
IRS990/PYSalariesCompEmpBnftPaidAmt0218275
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IRS990/ReconcilationRevenueExpnssAmt0-4000
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0true
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt03209049
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt03346814
IRS990/SavingsAndTempCashInvstGrp/EOYAmt00
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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/ScheduleBRequiredInd0true
IRS990ScheduleD/EquipmentGrp/BookValueAmt027409
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt027409
IRS990ScheduleD/TotalBookValueLandBuildingsAmt027409
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
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
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2BOARD CONSIDERS CONFLICTS OF INTEREST BEFORE APPROVING ANY SERVICES OR WORK TO BE PERFORMED FOR THE ORGANIZATION
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3AVAILABLE FOR MEMBERS TO VIEW AT THE ORGANIZATION'S OFFICE. DOCUMENTS ARE NOT MADE AVAILABLE TO THE PUBLIC.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part III, Line 4d
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/AssetExchangeInd0false
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0false
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd0true
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt0ANCIENT&ACCEPTED SCOTTISH RITE VALLEY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0DALLAS SCOTTISH RITE LIBRARY & MUSEUM IN
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0752290304
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0TX
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0LIBRARY AND MUSEUM
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt09
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0DALLAS
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0TX
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IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd0false
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd0false
IRS990ScheduleR/PaidEmployeesSharingInd0false
IRS990ScheduleR/PerformOfServicesByOtherOrgInd0false
IRS990ScheduleR/PerformOfServicesForOthOrgInd0false
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd0false
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd0false
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd0false
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd0false
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd0false
IRS990ScheduleR/SharingOfFacilitiesInd0false
IRS990ScheduleR/TransferFromOtherOrgInd0false
IRS990ScheduleR/TransferToOtherOrgInd0false
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt03209752
IRS990/TotalAssetsEOYAmt03347378
IRS990/TotalAssetsGrp/BOYAmt03209752
IRS990/TotalAssetsGrp/EOYAmt03347378
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0380735
IRS990/TotalEmployeeCnt04
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0389928
IRS990/TotalFunctionalExpensesGrp/TotalAmt0492138
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0703
IRS990/TotalLiabilitiesEOYAmt0564
IRS990/TotalLiabilitiesGrp/BOYAmt0703
IRS990/TotalLiabilitiesGrp/EOYAmt0564
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IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt03346814
IRS990/TotalProgramServiceRevenueAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0107403
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0488138
IRS990/TotalVolunteersCnt0500
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt03209752
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt03347378
IRS990/TransactionWithControlEntInd0false
IRS990/TravelGrp/TotalAmt00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/USAddress/AddressLine1Txt0500 SOUTH HARWOOD STREET
IRS990/USAddress/CityNm0DALLAS
IRS990/USAddress/StateAbbreviationCd0TX
IRS990/USAddress/ZIPCd075201
IRS990/VotingMembersGoverningBodyCnt03
IRS990/VotingMembersIndependentCnt02
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02024-08-08 14:25:15Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DONNY BROUGHTON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0GENERAL SECRETARY
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-08-01
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ANCIENT & ACCEPTED SCOTTISH RITE VALLEY
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0OF THE DALLAS & COORD BODIES
ReturnHeader/Filer/BusinessNameControlTxt0ANCI
ReturnHeader/Filer/EIN0750224893
ReturnHeader/Filer/PhoneNum02147489196
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ReturnHeader/Filer/USAddress/CityNm0DALLAS
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ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0742779286

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,347,378
Liabilities
$564
Net assets
$3,346,814
Revenue
$488,138
Expenses
$492,138
Net income
-$4,000
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
2023Detailed filing. Detailed filing data is available for this year.$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