Civic Intelligence

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

990 • Fiscal year 2022 • EIN 81-0106155

Jan 01, 2022 to Dec 31, 2022 • Filed on Aug 30, 2023

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

71st percentile

0.01x

Higher debt load relative to assets than 71% of similar nonprofits.

2022 filings • 501(c)10 • $1M-$5M nonprofits • Source year 2022

Liabilities / Revenue

68th percentile

0.08x

Higher debt load relative to revenue than 68% of similar nonprofits.

2022 filings • 501(c)10 • $1M-$5M nonprofits • Source year 2022

Net Margin

89th percentile

68%

Higher net margin than 89% of similar nonprofits.

2022 filings • 501(c)10 • $1M-$5M nonprofits • Source year 2022

Top Officer Pay

58th percentile

$3,600

Higher top officer pay than 58% of similar nonprofits.

Top officer pay equals 1.6% of source-year revenue.

2022 filings • 501(c)10 • $1M-$5M nonprofits • Source year 2022

Asset Growth

35th percentile

-11%

Faster asset growth than 35% of similar nonprofits.

2022 filings • 501(c)10 • $1M-$5M nonprofits • Annualized from 2021 to 2022

Revenue Growth

65th percentile

7.1%

Faster revenue growth than 65% of similar nonprofits.

2022 filings • 501(c)10 • $1M-$5M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets71st percentile

Assets

Down

$1,411,465

Down $176,970 (-11%) from 2021

Net Assets

Down

$1,393,890

Down $181,526 (-12%) from 2021

Liabilities

Up

$17,575

Up $4,556 (+35%) from 2021

Revenue And Expenses
Liabilities / Revenue68th percentileNet Margin89th percentile

Revenue

Up

$227,123

Up $15,006 (+7.1%) from 2021

Expenses

Up

$71,609

Up $12,516 (+21%) from 2021

Net Income

Up

$155,514

Up $2,490 (+1.6%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth35th 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

2022

Assets$1,411,465
Liabilities$17,575
Net Assets$1,393,890
Open 2022 Filing

Operations Trend

Revenue Growth65th 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

2022

Revenue$227,123
Expenses$71,609
Net Income$155,514
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Aug 30, 2023
Return Version
2022v5.0
Gross Receipts
$992,785
Mission and Program Overview

Mission

FRATERNAL ORGANIZATION

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$1,575,416$1,393,890▼ $181,526
Investments in Publicly Traded Securities$1,130,724$978,097▼ $152,627
Land, Buildings, and Equipment, Net$362,577$353,349▼ $9,228
Cash and Non-Interest-Bearing Accounts$49,006$57,782▲ $8,776
Savings and Temporary Cash Investments$46,128$17,663▼ $28,465
Accounts Receivable-$4,574-
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$1,588,435$1,411,465▼ $176,970
Liabilities
Accounts Payable and Accrued Expenses$13,019$17,575▲ $4,556
Total Liabilities$13,019$17,575▲ $4,556
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,575,416$1,393,890▼ $181,526
Total Liabilities and Net Assets / Fund Balance$1,588,435$1,411,465▼ $176,970

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$297,596$218,437$516,033
Equipment$15,472$71,331$86,803
Other Land Buildings$26,187$49,139$75,326
Land$14,094-$14,094
Compensation and Service Providers
Top Officer Pay58th percentile

Employees

NameTitleFull / Part TimeOtherTotal
Chuck SteinTreasurerPT$3,600$3,600

Board Members and Trustees

NameTitle
Bruce LahtiPresident
Jesse CallenderDirector
Michael a WalkerDirector
Gary D WallaceSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$8,900
Program Service Revenue
$0
Investment Income
$213,424
Other Revenue
$4,799
All Other Contributions
$1,517
Change in Net Assets
$155,514
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$64,268
Salaries, Compensation, and Employee Benefits$7,341
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Insurance-$11,665-$11,665
Depreciation Depletion-$9,228-$9,228
Fees for Service Investment Mgmnt Fees-$7,473-$7,473
Other Expenses$7,142$5,679-$5,679
Current Officers, Directors, Trustees, and Key Employees$3,600--$3,600
All Other Expenses-$2,787-$2,787
Other Salaries and Wages$2,171--$2,171
Payroll Taxes$1,570--$1,570
Office Expenses-$854-$854
Fees for Services Other-$750-$750
Conferences and Meetings-$62-$62
Total Functional Expenses$14,483$57,126$0$71,609
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 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
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
2023-08-30
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Chuck Stein
Formed
1920
Legal Domicile
Mt
Voting Board Members
258
Independent Board Members
258
Employees
4
Volunteers
25

Preparer

Firm
Douglas Wilson & Company Pc
Address
1000 FIRST AVENUE SOUTH, GREAT FALLS, MT 59401
Preparer
Melissa H Soldano
Phone
4067614645
Raw XML Appendix331 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/TotReportableCompRltdOrgAmt03600
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt01304 13TH STREET SOUTH
IRS990/USAddress/CityNm0GREAT FALLS
IRS990/USAddress/StateAbbreviationCd0MT
IRS990/USAddress/ZIPCd059405
IRS990/VotingMembersGoverningBodyCnt0258
IRS990/VotingMembersIndependentCnt0258
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0CHUCK STEIN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum04064522063
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-08-30
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/IRSResponsiblePrtyInfoCurrInd00
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/ReturnTs02023-08-31T17:41:09-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0CHUCK
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0STEIN
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

Document Assets

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Filings

Displayed year

2022 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,411,465
Liabilities
$17,575
Net assets
$1,393,890
Revenue
$227,123
Expenses
$71,609
Net income
$155,514
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
2022Detailed filing. Detailed filing data is available for this year.$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
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