Civic Intelligence

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

990 • Fiscal year 2017 • EIN 81-0106155

Jan 01, 2017 to Dec 31, 2017 • Filed on May 15, 2018

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

65th percentile

0.01x

Higher debt load relative to assets than 65% of similar nonprofits.

2017 filings • 501(c)10 • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

66th percentile

0.10x

Higher debt load relative to revenue than 66% of similar nonprofits.

2017 filings • 501(c)10 • $1M-$5M nonprofits • Source year 2017

Net Margin

62nd percentile

26%

Higher net margin than 62% of similar nonprofits.

2017 filings • 501(c)10 • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

58th percentile

$3,450

Higher top officer pay than 58% of similar nonprofits.

Top officer pay equals 3.7% of source-year revenue.

2017 filings • 501(c)10 • $1M-$5M nonprofits • Source year 2017

Asset Growth

53rd percentile

4.9%

Faster asset growth than 53% of similar nonprofits.

2017 filings • 501(c)10 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

88th percentile

116%

Faster revenue growth than 88% of similar nonprofits.

2017 filings • 501(c)10 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets65th percentile

Assets

Up

$1,385,710

Up $64,545 (+4.9%) from 2016

Net Assets

Up

$1,376,137

Up $63,183 (+4.8%) from 2016

Liabilities

Up

$9,573

Up $1,362 (+17%) from 2016

Revenue And Expenses
Liabilities / Revenue66th percentileNet Margin62nd percentile

Revenue

Up

$92,065

Up $49,348 (+116%) from 2016

Expenses

Up

$68,429

Up $2,509 (+3.8%) from 2016

Net Income

Up

$23,636

Up $46,839 (+202%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth53rd 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

2017

Assets$1,385,710
Liabilities$9,573
Net Assets$1,376,137
Open 2017 Filing

Operations Trend

Revenue Growth88th 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

2017

Revenue$92,065
Expenses$68,429
Net Income$23,636
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
May 15, 2018
Return Version
2017v2.2
Gross Receipts
$198,483
Mission and Program Overview

Mission

FRATERNAL ORGANIZATION

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$1,312,954$1,376,137▲ $63,183
Investments in Publicly Traded Securities$846,513$979,350▲ $132,837
Land, Buildings, and Equipment, Net$365,006$358,806▼ $6,200
Cash and Non-Interest-Bearing Accounts$32,149$31,803▼ $346
Savings and Temporary Cash Investments$77,497$15,751▼ $61,746
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$1,321,165$1,385,710▲ $64,545
Liabilities
Accounts Payable and Accrued Expenses$8,211$9,573▲ $1,362
Total Liabilities$8,211$9,573▲ $1,362
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,312,954$1,376,137▲ $63,183
Total Liabilities and Net Assets / Fund Balance$1,321,165$1,385,710▲ $64,545

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$321,296$194,737$516,033
Equipment$20,012$65,492$85,504
Other Land Buildings$3,404$45,759$49,163
Land$14,094-$14,094
Compensation and Service Providers
Top Officer Pay58th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Chuck SteinTreasurerPT$3,450$3,450
Gary D WallaceSecretaryFT$900$900
Michael a WalkerDirectorFT$150$150

Board Members and Trustees

NameTitle
Albert O SchmidtPresident
Jesse CallenderDirector
Revenue and Support

Revenue Composition

Contributions and Grants
$16,000
Program Service Revenue
$0
Investment Income
$75,896
Other Revenue
$169
All Other Contributions
$1,985
Change in Net Assets
$23,636
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$52,971
Salaries, Compensation, and Employee Benefits$15,458
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Service Investment Mgmnt Fees-$7,502-$7,502
Other Salaries and Wages$6,704--$6,704
Insurance-$6,335-$6,335
Depreciation Depletion-$6,200-$6,200
Current Officers, Directors, Trustees, and Key Employees$4,500--$4,500
Payroll Taxes$4,254--$4,254
All Other Expenses$1,300$2,547-$3,847
Office Expenses-$2,267-$2,267
Other Expenses$1,400$8,080-$1,400
Total Functional Expenses$24,358$44,071$0$68,429
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
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
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
2018-05-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Chuck Stein
Formed
1920
Legal Domicile
Mt
Voting Board Members
313
Independent Board Members
313
Employees
5
Volunteers
22

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.

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IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0CHUCK STEIN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum04064522063
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-05-15
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/AtSubmissionCreationDeviceId0E6AF496FD68CCEBD0D9A2A184469660DBAD67230
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0081BFDA789F640C3716E7C8870BB1135D7DE3066
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt072.174.36.34
ReturnHeader/FilingSecurityInformation/IPDt02018-05-15
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0MD
ReturnHeader/FilingSecurityInformation/IPTm009:17:22
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/ReturnTs02018-05-15T15:50:15-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

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Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,385,710
Liabilities
$9,573
Net assets
$1,376,137
Revenue
$92,065
Expenses
$68,429
Net income
$23,636
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
2017Detailed filing. Detailed filing data is available for this year.$1.39$0.01$1.38$0.09$0.07$0.02
2016Facts available. Structured filing facts are available, but richer extracted sections are limited.$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