Civic Intelligence

Ancient & Accepted Scottish Rite Valley of Great Falls & Coord Bodies

990 • Fiscal year 2016 • EIN 81-0106155

Jan 01, 2016 to Dec 31, 2016 • Filed on May 10, 2017

Organization ProfileN/A
1304 13th Street SouthGreat Falls, MT 59405

(406) 452-2063

Siviq Scores

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

Liabilities / Assets

61st percentile

0.01x

Higher debt load relative to assets than 61% of similar nonprofits.

2016 filings • 501(c)10 • $1M-$5M nonprofits • Source year 2016

Liabilities / Revenue

76th percentile

0.19x

Higher debt load relative to revenue than 76% of similar nonprofits.

2016 filings • 501(c)10 • $1M-$5M nonprofits • Source year 2016

Net Margin

13th percentile

-54%

Higher net margin than 13% of similar nonprofits.

2016 filings • 501(c)10 • $1M-$5M nonprofits • Source year 2016

Top Officer Pay

48th percentile

$1,800

Higher top officer pay than 48% of similar nonprofits.

Top officer pay equals 4.2% of source-year revenue.

2016 filings • 501(c)10 • $1M-$5M nonprofits • Source year 2016

Asset Growth

96th percentile

26%

Faster asset growth than 96% of similar nonprofits.

2016 filings • 501(c)10 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Revenue Growth

22nd percentile

-27%

Faster revenue growth than 22% of similar nonprofits.

2016 filings • 501(c)10 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets61st percentile

Assets

Up

$1,321,165

Up $276,562 (+26%) from 2015

Net Assets

Up

$1,312,954

Up $277,514 (+27%) from 2015

Liabilities

Down

$8,211

Down $952 (-10%) from 2015

Revenue And Expenses
Liabilities / Revenue76th percentileNet Margin13th percentile

Revenue

Down

$42,717

Down $16,121 (-27%) from 2015

Expenses

Up

$65,920

Up $2,662 (+4.2%) from 2015

Net Income

Down

-$23,203

Down $18,783 (-425%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth96th percentile

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

$2.0M$1.5M$1.0M$500K$0Assets 2010: $1,076,756Liabilities 2010: $18,932Net Assets 2010: $1,057,8242010Assets 2011: $1,054,504Liabilities 2011: $15,362Net Assets 2011: $1,039,1422011Assets 2012: $1,077,377Liabilities 2012: $15,504Net Assets 2012: $1,061,8732012Assets 2013: $1,077,220Liabilities 2013: $13,485Net Assets 2013: $1,063,7352013Assets 2014: $1,054,466Liabilities 2014: $29,173Net Assets 2014: $1,025,2932014Assets 2015: $1,044,603Liabilities 2015: $9,163Net Assets 2015: $1,035,4402015Assets 2016: $1,321,165Liabilities 2016: $8,211Net Assets 2016: $1,312,9542016Assets 2017: $1,385,710Liabilities 2017: $9,573Net Assets 2017: $1,376,1372017Assets 2018: $1,300,670Liabilities 2018: $8,472Net Assets 2018: $1,292,1982018Assets 2019: $1,423,221Liabilities 2019: $10,816Net Assets 2019: $1,412,4052019Assets 2020: $1,467,923Liabilities 2020: $18,307Net Assets 2020: $1,449,6162020Assets 2021: $1,588,435Liabilities 2021: $13,019Net Assets 2021: $1,575,4162021Assets 2022: $1,411,465Liabilities 2022: $17,575Net Assets 2022: $1,393,8902022Assets 2023: $1,368,788Liabilities 2023: $11,861Net Assets 2023: $1,356,9272023Assets 2024: $1,450,342Liabilities 2024: $15,492Net Assets 2024: $1,434,8502024

Highlighted filing

2016

Assets$1,321,165
Liabilities$8,211
Net Assets$1,312,954
Open 2016 Filing

Operations Trend

Revenue Growth22nd percentile

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

$300K$200K$100K$0-$100KExpenses 2010: $70,6492010Expenses 2011: $79,4442011Expenses 2012: $79,0032012Revenue 2013: $71,596Expenses 2013: $69,734Net Income 2013: $1,8622013Revenue 2014: $45,885Expenses 2014: $84,327Net Income 2014: -$38,4422014Revenue 2015: $58,838Expenses 2015: $63,258Net Income 2015: -$4,4202015Revenue 2016: $42,717Expenses 2016: $65,920Net Income 2016: -$23,2032016Revenue 2017: $92,065Expenses 2017: $68,429Net Income 2017: $23,6362017Revenue 2018: $43,372Expenses 2018: $53,148Net Income 2018: -$9,7762018Revenue 2019: $120,873Expenses 2019: $67,443Net Income 2019: $53,4302019Revenue 2020: $55,454Expenses 2020: $59,216Net Income 2020: -$3,7622020Revenue 2021: $212,117Expenses 2021: $59,093Net Income 2021: $153,0242021Revenue 2022: $227,123Expenses 2022: $71,609Net Income 2022: $155,5142022Revenue 2023: $40,859Expenses 2023: $72,344Net Income 2023: -$31,4852023Revenue 2024: $63,890Expenses 2024: $52,512Net Income 2024: $11,3782024

Highlighted filing

2016

Revenue$42,717
Expenses$65,920
Net Income-$23,203
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
May 10, 2017
Return Version
2016v3.0
Gross Receipts
$160,191
Mission and Program Overview

Mission

FRATERNAL ORGANIZATION

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$1,035,440$1,312,954▲ $277,514
Investments in Publicly Traded Securities$606,684$846,513▲ $239,829
Land, Buildings, and Equipment, Net$371,206$365,006▼ $6,200
Savings and Temporary Cash Investments$26,778$77,497▲ $50,719
Cash and Non-Interest-Bearing Accounts$39,935$32,149▼ $7,786
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$1,044,603$1,321,165▲ $276,562
Liabilities
Accounts Payable and Accrued Expenses$9,163$8,211▼ $952
Total Liabilities$9,163$8,211▼ $952
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,035,440$1,312,954▲ $277,514
Total Liabilities and Net Assets / Fund Balance$1,044,603$1,321,165▲ $276,562

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$325,396$190,637$516,033
Equipment$21,612$63,892$85,504
Other Land Buildings$3,904$45,259$49,163
Land$14,094-$14,094
Compensation and Service Providers
Top Officer Pay48th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Gary D WallaceDirectorFT$1,800$1,800
Michael a WalkerDirectorFT$1,800$1,800

Board Members and Trustees

NameTitle
Albert O SchmidtDirector
Dave MontgomeryDirector
Jesse ChullanderDirector
Revenue and Support

Revenue Composition

Contributions and Grants
$15,701
Program Service Revenue
$0
Investment Income
$25,287
Other Revenue
$1,729
All Other Contributions
$1,977
Change in Net Assets
$-23,203
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$48,351
Salaries, Compensation, and Employee Benefits$17,569
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$10,581--$10,581
Insurance-$6,296-$6,296
Depreciation Depletion-$6,200-$6,200
Fees for Service Investment Mgmnt Fees-$4,668-$4,668
All Other Expenses$101$4,442-$4,543
Current Officers, Directors, Trustees, and Key Employees$3,600--$3,600
Payroll Taxes$3,388--$3,388
Other Expenses$3,139$6,071-$3,139
Office Expenses-$2,076-$2,076
Total Functional Expenses$27,609$38,311$0$65,920
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
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
No
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

“No committee meeting minutes are kept”

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

“Treasurer will review the return prior to submission”

Form 990, Part VI, Section C, Line 19

“AVAILABLE UPON REQUEST”

Filing and Contact Details

Filer

Filer Name
Ancient & Accepted Scottish Rite Valley
EIN
81-0106155
Phone
4064522063
Address
1304 13TH STREET SOUTH, GREAT FALLS, MT 59405

Signing Officer

Name
Chuck Stein
Title
Treasurer
Phone
4064522063
Signed
2017-05-10
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Chuck Stein
Formed
1920
Legal Domicile
Mt
Voting Board Members
327
Independent Board Members
327
Employees
6
Volunteers
19

Preparer

Firm
Douglas Wilson & Company Pc
Address
1000 FIRST AVENUE SOUTH, GREAT FALLS, MT 59401
Preparer
Melissa H Soldano
Phone
4067614645
Raw XML Appendix326 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/BOYAmt09163
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt08211
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0FRATERNAL ORGANIZATION
IRS990/AllOtherContributionsAmt01977
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt04442
IRS990/AllOtherExpensesGrp/ProgramServicesAmt0101
IRS990/AllOtherExpensesGrp/TotalAmt04543
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0CHUCK STEIN
IRS990/BooksInCareOfDetail/PhoneNum04064522063
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt01304 13TH STREET SOUTH
IRS990/BooksInCareOfDetail/USAddress/CityNm0GREAT FALLS
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MT
IRS990/BooksInCareOfDetail/USAddress/ZIPCd059405
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOfficerEntInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt00
IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt00
IRS990/CashNonInterestBearingGrp/BOYAmt039935
IRS990/CashNonInterestBearingGrp/EOYAmt032149
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt03600
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt03600
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd00
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt015701
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt025287
IRS990/CYOtherExpensesAmt048351
IRS990/CYOtherRevenueAmt01729
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0-23203
IRS990/CYSalariesCompEmpBnftPaidAmt017569
IRS990/CYTotalExpensesAmt065920
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt042717
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/DepreciationDepletionGrp/ManagementAndGeneralAmt06200
IRS990/DepreciationDepletionGrp/TotalAmt06200
IRS990/Desc0FRATERNAL ORGANIZATION
IRS990/DescribedInSection501c3Ind00
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd00
IRS990/DonorAdvisedFundInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt06
IRS990/EmploymentTaxReturnsFiledInd01
IRS990/ExpenseAmt027609
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt04668
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt04668
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt030.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt136.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt236.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt36.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt46.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/PersonNm0ALBERT O SCHMIDT
IRS990/Form990PartVIISectionAGrp/PersonNm1GARY D WALLACE
IRS990/Form990PartVIISectionAGrp/PersonNm2MICHAEL A WALKER
IRS990/Form990PartVIISectionAGrp/PersonNm3DAVE MONTGOMERY
IRS990/Form990PartVIISectionAGrp/PersonNm4JESSE CHULLANDER
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt11800
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt21800
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/TitleTxt0DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt1DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt2DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01920
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedInd00
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt04516
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt0327
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0121990
IRS990/GrossReceiptsAmt0160191
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt0327
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InsuranceGrp/ManagementAndGeneralAmt06296
IRS990/InsuranceGrp/TotalAmt06296
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt020771
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt020771
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0606684
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0846513
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0299788
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0371206
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0365006
IRS990/LandBldgEquipCostOrOtherBssAmt0664794
IRS990/LegalDomicileStateCd0MT
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0117474
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembershipDuesAmt013724
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd00
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0FRATERNAL ORGANIZATION
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt01035440
IRS990/NetAssetsOrFundBalancesEOYAmt01312954
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt04516
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt04516
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt031179
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt02076
IRS990/OfficeExpensesGrp/TotalAmt02076
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0MAINTENANCE
IRS990/OtherExpensesGrp/Desc1SCOTTISH RITE PAYMENTS
IRS990/OtherExpensesGrp/Desc2UTILITIES
IRS990/OtherExpensesGrp/Desc3ALMONER'S FUND
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt08558
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt16071
IRS990/OtherExpensesGrp/ProgramServicesAmt06800
IRS990/OtherExpensesGrp/ProgramServicesAmt13139
IRS990/OtherExpensesGrp/TotalAmt08558
IRS990/OtherExpensesGrp/TotalAmt16800
IRS990/OtherExpensesGrp/TotalAmt26071
IRS990/OtherExpensesGrp/TotalAmt33139
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0MISCELLANEOUS
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt01729
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt01729
IRS990/OtherRevenueTotalAmt01729
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt010581
IRS990/OtherSalariesAndWagesGrp/TotalAmt010581
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/ProgramServicesAmt03388
IRS990/PayrollTaxesGrp/TotalAmt03388
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0CHUCK STEIN
IRS990/PriorPeriodAdjustmentsAmt0269538
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt035486
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt020447
IRS990/PYOtherExpensesAmt046278
IRS990/PYOtherRevenueAmt02905
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0-4420
IRS990/PYSalariesCompEmpBnftPaidAmt016980
IRS990/PYTotalExpensesAmt063258
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt058838
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt0-23203
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt01035440
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt01312954
IRS990/SavingsAndTempCashInvstGrp/BOYAmt026778
IRS990/SavingsAndTempCashInvstGrp/EOYAmt077497
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/BuildingsGrp/BookValueAmt0325396
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0190637
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt0516033
IRS990ScheduleD/EquipmentGrp/BookValueAmt021612
IRS990ScheduleD/EquipmentGrp/DepreciationAmt063892
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt085504
IRS990ScheduleD/LandGrp/BookValueAmt014094
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt014094
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt03904
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt045259
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt049163
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0365006
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0NO COMMITTEE MEETING MINUTES ARE KEPT
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1TREASURER WILL REVIEW THE RETURN PRIOR TO SUBMISSION
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2AVAILABLE 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 C, LINE 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt01044603
IRS990/TotalAssetsEOYAmt01321165
IRS990/TotalAssetsGrp/BOYAmt01044603
IRS990/TotalAssetsGrp/EOYAmt01321165
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt015701
IRS990/TotalEmployeeCnt06
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt038311
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt027609
IRS990/TotalFunctionalExpensesGrp/TotalAmt065920
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt09163
IRS990/TotalLiabilitiesEOYAmt08211
IRS990/TotalLiabilitiesGrp/BOYAmt09163
IRS990/TotalLiabilitiesGrp/EOYAmt08211
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01035440
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01312954
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt027609
IRS990/TotalReportableCompFromOrgAmt03600
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt027016
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt042717
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt019
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01044603
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01321165
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt01304 13TH STREET SOUTH
IRS990/USAddress/CityNm0GREAT FALLS
IRS990/USAddress/StateAbbreviationCd0MT
IRS990/USAddress/ZIPCd059405
IRS990/VotingMembersGoverningBodyCnt0327
IRS990/VotingMembersIndependentCnt0327
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0CHUCK STEIN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum04064522063
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-05-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ANCIENT & ACCEPTED SCOTTISH RITE VALLEY
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0OF GREAT FALLS & COORD BODIES
ReturnHeader/Filer/BusinessNameControlTxt0ANCI
ReturnHeader/Filer/EIN0810106155
ReturnHeader/Filer/PhoneNum04064522063
ReturnHeader/Filer/USAddress/AddressLine1Txt01304 13TH STREET SOUTH
ReturnHeader/Filer/USAddress/CityNm0GREAT FALLS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MT
ReturnHeader/Filer/USAddress/ZIPCd059405
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0AA54512AFC1FB476947A3A51F8F33FFB5D2AA5E6
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0A66C55EF99834C3FB31F32FF6EB7CF75A07B8FF4
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt072.174.36.34
ReturnHeader/FilingSecurityInformation/IPDt02017-05-10
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0MD
ReturnHeader/FilingSecurityInformation/IPTm009:59:00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0810446334
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0DOUGLAS WILSON & COMPANY PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01000 FIRST AVENUE SOUTH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0GREAT FALLS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd059401
ReturnHeader/PreparerPersonGrp/PhoneNum04067614645
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MELISSA H SOLDANO
ReturnHeader/ReturnTs02017-05-15T12:33:50-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,321,165
Liabilities
$8,211
Net assets
$1,312,954
Revenue
$42,717
Expenses
$65,920
Net income
-$23,203
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.45$0.02$1.43$0.06$0.05$0.01
2023Summary only. Only limited summary data is available for this year.$1.37$0.01$1.36$0.04$0.07$0.03
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.41$0.02$1.39$0.23$0.07$0.16
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.59$0.01$1.58$0.21$0.06$0.15
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.47$0.02$1.45$0.06$0.06$0.00
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.42$0.01$1.41$0.12$0.07$0.05
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.30$0.01$1.29$0.04$0.05$0.01
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.39$0.01$1.38$0.09$0.07$0.02
2016Detailed filing. Detailed filing data is available for this year.$1.32$0.01$1.31$0.04$0.07$0.02
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.04$0.01$1.04$0.06$0.06$0.00
2014Detailed filing. Detailed filing data is available for this year.$1.05$0.03$1.03$0.05$0.08$0.04
2013Summary only. Only limited summary data is available for this year.$1.08$0.01$1.06$0.07$0.07$0.00
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.08$0.02$1.06$0.08
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.05$0.02$1.04$0.08
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.08$0.02$1.06$0.07
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2016 filings • 501(c)10 • $1M-$5M nonprofits