Civic Intelligence

Ancient & Accepted Scottish Rite of Valley of Salt Lake Coordinate Bodi

990 • Fiscal year 2016 • EIN 87-0111132

Jan 01, 2016 to Dec 31, 2016 • Filed on Jun 16, 2017

650 E South TempleSalt Lake City, UT 84102-1141

(801) 363-2936

Siviq Scores

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

Liabilities / Assets

63rd percentile

0.00x

Higher debt load relative to assets than 63% of similar nonprofits.

2016 filings • 501(c)10 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

61st percentile

0.00x

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

2016 filings • 501(c)10 • <$500k nonprofits • Source year 2016

Net Margin

10th percentile

-43%

Higher net margin than 10% of similar nonprofits.

2016 filings • 501(c)10 • <$500k nonprofits • Source year 2016

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2016

Asset Growth

12th percentile

-20%

Faster asset growth than 12% of similar nonprofits.

2016 filings • 501(c)10 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

99th percentile

346%

Faster revenue growth than 99% of similar nonprofits.

2016 filings • 501(c)10 • <$500k nonprofits • Annualized from 2015 to 2016

Assets

Down

$318,465

Down $81,294 (-20%) from 2015

Net Assets

Down

$318,144

Down $81,283 (-20%) from 2015

Liabilities

Down

$321

Down $11 (-3.3%) from 2015

Revenue

Up

$117,878

Up $91,457 (+346%) from 2015

Expenses

Down

$168,513

Down $39,973 (-19%) from 2015

Net Income

Up

-$50,635

Up $131,430 (+72%) from 2015

Historical Trend

Balance Sheet Trend

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

$800K$600K$400K$200K$0Assets 2010: $746,163Liabilities 2010: $1,683Net Assets 2010: $744,4802010Assets 2011: $666,193Liabilities 2011: $4,070Net Assets 2011: $662,1232011Assets 2012: $626,611Liabilities 2012: $365Net Assets 2012: $626,2462012Assets 2013: $694,021Liabilities 2013: $786Net Assets 2013: $693,2352013Assets 2014: $667,731Liabilities 2014: $1,682Net Assets 2014: $666,0492014Assets 2015: $399,759Liabilities 2015: $332Net Assets 2015: $399,4272015Assets 2016: $318,465Liabilities 2016: $321Net Assets 2016: $318,1442016Assets 2017: $280,501Liabilities 2017: $822Net Assets 2017: $279,6792017Assets 2018: $239,501Liabilities 2018: $3,590Net Assets 2018: $235,9112018Assets 2019: $226,996Liabilities 2019: $2,987Net Assets 2019: $224,0092019Assets 2020: $241,070Liabilities 2020: $1,775Net Assets 2020: $239,2952020Assets 2021: $181,683Liabilities 2021: $5,026Net Assets 2021: $176,6572021Assets 2022: $197,011Liabilities 2022: $6,505Net Assets 2022: $190,5062022Assets 2023: $191,527Liabilities 2023: $13,523Net Assets 2023: $178,0042023Assets 2024: $176,980Net Assets 2024: $176,9802024Assets 2025: $182,494Liabilities 2025: $827Net Assets 2025: $181,6672025

Highlighted filing

2016

Assets$318,465
Liabilities$321
Net Assets$318,144

Operations Trend

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

$300K$200K$100K$0-$100K-$200KExpenses 2010: $105,5552010Expenses 2011: $116,2422011Expenses 2012: $136,7742012Revenue 2013: $98,903Expenses 2013: $112,672Net Income 2013: -$13,7692013Revenue 2014: $101,650Expenses 2014: $122,220Net Income 2014: -$20,5702014Revenue 2015: $26,421Expenses 2015: $208,486Net Income 2015: -$182,0652015Revenue 2016: $117,878Expenses 2016: $168,513Net Income 2016: -$50,6352016Revenue 2017: $118,773Expenses 2017: $146,020Net Income 2017: -$27,2472017Revenue 2018: $73,939Expenses 2018: $95,634Net Income 2018: -$21,6952018Revenue 2019: $91,665Expenses 2019: $123,405Net Income 2019: -$31,7402019Revenue 2020: $81,300Expenses 2020: $98,970Net Income 2020: -$17,6702020Revenue 2021: $68,825Expenses 2021: $75,477Net Income 2021: -$6,6522021Revenue 2022: $99,666Expenses 2022: $85,817Net Income 2022: $13,8492022Revenue 2023: $74,156Expenses 2023: $86,658Net Income 2023: -$12,5022023Revenue 2024: $91,661Expenses 2024: $101,135Net Income 2024: -$9,4742024Revenue 2025: $104,027Expenses 2025: $111,867Net Income 2025: -$7,8402025

Highlighted filing

2016

Revenue$117,878
Expenses$168,513
Net Income-$50,635
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Jun 16, 2017
Return Version
2016v3.0
Gross Receipts
$346,824
Mission and Program Overview

Mission

The mission of the organization is to teach and perpetuate a way of life that promotes brotherhood, self improvement through education, family values, moral standards, charity and community involvement.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$373,265$278,699▼ $94,566
Savings and Temporary Cash Investments$4,552$33,020▲ $28,468
Cash and Non-Interest-Bearing Accounts$21,942$6,746▼ $15,196
Total Assets$399,759$318,465▼ $81,294
Liabilities
Accounts Payable and Accrued Expenses$332$321▼ $11
Total Liabilities$332$321▼ $11
Net Assets / Fund Balance
Unrestricted Net Assets$399,427$318,144▼ $81,283
Total Net Assets Fund Balance$399,427$318,144▼ $81,283
Total Liabilities and Net Assets / Fund Balance$399,759$318,465▼ $81,294
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Lawrence K FieldenSecretaryPT$17,062$17,062

Board Members and Trustees

NameTitle
Frank C BakerChairman
Lon E TibbittsVice Chairma
Drew C SandersDirector
Glen a CookDirector
John C Liley JrDirector
Allen W RecordTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$64,673
Investment Income
$53,205
Other Revenue
$0
Change in Net Assets
$-50,635
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$70,000
Other Expenses$66,573
Salaries, Compensation, and Employee Benefits$31,940
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$70,000--$70,000
Payments to Affiliates-$21,058-$21,058
Current Officers, Directors, Trustees, and Key Employees-$17,062-$17,062
Other Salaries and Wages-$12,475-$12,475
Conferences and Meetings-$8,610-$8,610
Office Expenses-$6,860-$6,860
Occupancy-$6,475-$6,475
Insurance-$5,148-$5,148
Fees for Service Investment Mgmnt Fees-$3,768-$3,768
Payroll Taxes-$2,403-$2,403
Fees for Services Accounting-$1,350-$1,350
Other Expenses-$3-$3
Total Functional Expenses$70,000$98,513$0$168,513
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Scottish Rite Foundation of UtahSalt Lake City, UT501c3Charitable Donation$70,000
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
Yes
Annual disclosure for covered persons
Yes
Audit committee
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
Yes
Other officer compensation reviewed
Yes
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, Page 6, Part VI, Line 7A

Membership elects the officers of the organization.

Form 990, Page 6, Part VI, Line 10B

Yes, policies and procedures are in place to ensure consistency with the organization.

Form 990, Page 6, Part VI, Line 11B

The board is provided a copy of the form 990 prior to filing for review and comments.

Form 990, Page 6, Part VI, Line 12C

The organization requires board members to disclose conflicts to the board where those conflicts can be reviewed.

Form 990, Page 6, Part VI, Line 15A

Sovereign grand inspector general decides whether raises will be granted each year.

Form 990, Page 6, Part VI, Line 15B

Sovereign grand inspector general decides whether raises will be granted each year.

Form 990, Page 6, Part VI, Line 19

Documents are available at the organization's office upon request.

Filing and Contact Details

Filer

Filer Name
Ancient & Accepted Scottish Rite of
EIN
87-0111132
Phone
8013632936
Address
650 E SOUTH TEMPLE, SALT LAKE CITY, UT 84102-1141

Signing Officer

Name
Lawrence K Fielden
Title
Secretary
Phone
8013632936
Signed
2017-06-16
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Lawrence K Fielden
Voting Board Members
8
Independent Board Members
8
Employees
2

Preparer

Firm
Shaw & Co Pc
Address
1564 SOUTH 500 WEST SUITE 201, BOUNTIFUL, UT 84010-7400
Preparer
Justin R Shaw CPA Cfe Cgma
Phone
8012943155
Supplemental Narrative

Additional Explanations

Form 990, Page 2, Part III, Line 4A

Increased membership has been a goal set early on and a challenge was made to the members to improve the growth in membership within the orient. Many young members that are entering the blue lodges are eager to learn and grow and the scottish rite has been instrumental in aiding in those young members search for light and education. The intent is to continue to play a major part and assist in their advancement in the scottish rite. The orient's finances and investments are continually reviewed and remain under the supervision of the finance committee where they monitor the accounts and the operating budget. Dues and fees remain the same as the last biennium however, operating and reunion costs continue to go up and the advisory council has made necessary changes to manage the increases without effecting the reunion experience for the new candidates and participating members. Regular meeting attendance remains steady with a larger number of new members attending. The quality of the meal prior to the regular meeting has improved with the addition of a new caterer which has attracted more members to meet, dine and converse with each other. The meetings are short and to the point, generally under an hour in length including an informative educational feature. Attendance at the reunions continue to improve in proportion to the quality of the degree ritual and cast performances. The ritual bar is set high for the cast and crew and as such has made a difference in the quality of the performances. In some of the outlying areas of the orient, especially in central and southern utah, active members have been seeking more activities and participation in events and ritual work with each other. They have become interested in forming scottish rite clubs to aid in their quest for fulfillment and brotherhood in the scottish rite. Consideration is being made in that area based on their commitment and motivation for such activity. The scottish rite club of ogden located in the northern area has served the members since 1961 and continues to operate for the benefit of the members in that area of the valley. The officers and directors at the orient and valley level recognize the fact that new members entering the fraternity and petitioning the scottish rite are younger and have a different mindset than the older members. Their way of operating, learning and doing things is quite different and the fraternity must adapt to that change. Openness to change and the challenge we all face is developing the ability to speak the language of youth while simultaneously quoting from the age old books of tradition. Our future depends on it. The state of the rite in the orient of utah would not be complete if i had failed to mention that we lost a dear brother on august 7th, 2014 - known to all - illustrious brother curtis n. Lancaster, 33 sgig and emeritus member of the supreme council. Ill. Bro. Lancaster was a special man, his many titles meant nothing to him. He was a man who went out of his way through kindness and generosity to please not himself but others. Ill. Bro. Curtis was an exceptional listener and i think that is why his leadership, in all of his endeavors was so successful. He was a sounding board of ideas and actions, where thoughts could be expressed and conclusions made. He is missed deeply by the members and with the emptiness of presence that a good listener portrays, he will always be with us. In summary, the scottish rite of freemasonry in the orient of utah is strong, adaptive and well-motivated, with competent leaders to assist in continuing the forward progress it has made regarding membership programs and energizing enthusiasm while attracting new and younger members into the fraternity. The orient is confident that it will continue to meet its goal of positive membership growth for future years.

Form 990, Part XI, Line 9

Unrealized losses on investments -30,648

Raw XML Appendix320 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/AccountantCompileOrReviewInd0true
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt0332
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt0321
IRS990/AcctCompileOrReviewBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0THE MISSION OF THE ORGANIZATION IS TO TEACH AND PERPETUATE A WAY OF LIFE THAT PROMOTES BROTHERHOOD, SELF IMPROVEMENT THROUGH EDUCATION, FAMILY VALUES, MORAL STANDARDS, CHARITY AND COMMUNITY INVOLVEMENT.
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/AuditCommitteeInd0true
IRS990/BooksInCareOfDetail/PersonNm0LAWRENCE K FIELDEN
IRS990/BooksInCareOfDetail/PhoneNum08013632936
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0650 E SOUTH TEMPLE
IRS990/BooksInCareOfDetail/USAddress/CityNm0SALT LAKE CITY
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0UT
IRS990/BooksInCareOfDetail/USAddress/ZIPCd084102
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOfficerEntInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt021942
IRS990/CashNonInterestBearingGrp/EOYAmt06746
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt017062
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt017062
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0true
IRS990/CompensationProcessOtherInd0true
IRS990/ConferencesMeetingsGrp/ManagementAndGeneralAmt08610
IRS990/ConferencesMeetingsGrp/TotalAmt08610
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt070000
IRS990/CYInvestmentIncomeAmt053205
IRS990/CYOtherExpensesAmt066573
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt064673
IRS990/CYRevenuesLessExpensesAmt0-50635
IRS990/CYSalariesCompEmpBnftPaidAmt031940
IRS990/CYTotalExpensesAmt0168513
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0117878
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/Desc0THE ANCIENT AND ACCEPTED SCOTTISH RITE IN THE ORIENT OF UTAH CONTINUES TO BE ACTIVE AND VIBRANT. MORALE AMONG THE ACTIVE MEMBERS REMAINS HIGH AND MOST ARE ENGAGED IN THE ORIENT'S ACTIVITIES, PLANS AND PROGRAMS. THE TRANSITION FROM THE SOVEREIGN GRAND INSPECTOR GENERAL; CURTIS N. LANCASTER, 33 WHO RETIRED AFTER TWENTY-THREE YEARS OF SERVICE TO A NEW APPOINTED DEPUTY OF THE SUPREME COUNCIL ON SEPTEMBER 1ST 2013 HAS BEEN WITHOUT INTERRUPTION OR CONTROVERSY. THE NEW LEADERSHIP HAS PROGRESSED SMOOTHLY AND CONSISTENTLY; THE GENERAL MEMBERSHIP'S ACCEPTANCE WITH THIS CHANGE HAS BEEN POSITIVE AND SUPPORTIVE. PARTICIPATION IN THE ACTIVITIES ESPECIALLY WITH REGARD TO THE REUNIONS HAVE PROGRESSED AND MEMBERS CONTINUE TO EMBRACE, AND ARE RECEPTIVE TO THE NEW PROGRAMS. INCREASED MEMBERSHIP HAS BEEN A GOAL SET EARLY ON AND A CHALLENGE WAS MADE TO THE MEMBERS TO IMPROVE THE GROWTH IN MEMBERSHIP WITHIN THE ORIENT. MANY YOUNG MEMBERS THAT ARE ENTERING THE BLUE LODGES ARE EAGER TO LEARN AND GROW AND THE SCOTTISH RITE HAS BEEN INSTRUMENTAL IN AIDING IN THOSE YOUNG MEMBERS SEARCH FOR LIGHT AND EDUCATION. THE INTENT IS TO CONTINUE TO PLAY A MAJOR PART AND ASSIST IN THEIR ADVANCEMENT IN THE SCOTTISH RITE. THE ORIENT'S FINANCES AND INVESTMENTS ARE CONTINUALLY REVIEWED AND REMAIN UNDER THE SUPERVISION OF THE FINANCE COMMITTEE WHERE THEY MONITOR THE ACCOUNTS AND THE OPERATING BUDGET. DUES AND FEES REMAIN THE SAME AS THE LAST BIENNIUM HOWEVER, OPERATING AND REUNION COSTS CONTINUE TO GO UP AND THE ADVISORY COUNCIL HAS MADE NECESSARY CHANGES TO MANAGE THE INCREASES WITHOUT EFFECTING THE REUNION EXPERIENCE FOR THE NEW CANDIDATES AND PARTICIPATING MEMBERS. REGULAR MEETING ATTENDANCE REMAINS STEADY WITH A LARGER NUMBER OF NEW MEMBERS ATTENDING. THE QUALITY OF THE MEAL PRIOR TO THE REGULAR MEETING HAS IMPROVED WITH THE ADDITION OF A NEW CATERER WHICH HAS ATTRACTED MORE MEMBERS TO MEET, DINE AND CONVERSE WITH EACH OTHER. THE MEETINGS ARE SHORT AND TO THE POINT, GENERALLY UNDER AN HOUR IN LENGTH INCLUDING AN INFORMATIVE EDUCATIONAL FEATURE. ATTENDANCE AT THE REUNIONS CONTINUE TO IMPROVE IN PROPORTION TO THE QUALITY OF THE DEGREE RITUAL AND CAST PERFORMANCES. THE RITUAL BAR IS SET HIGH FOR THE CAST AND CREW AND AS SUCH HAS MADE A DIFFERENCE IN THE QUALITY OF THE PERFORMANCES. IN SOME OF THE OUTLYING AREAS OF THE ORIENT, ESPECIALLY IN CENTRAL AND SOUTHERN UTAH, ACTIVE MEMBERS HAVE BEEN SEEKING MORE ACTIVITIES AND PARTICIPATION IN EVENTS AND RITUAL WORK WITH EACH OTHER. THEY HAVE BECOME INTERESTED IN FORMING SCOTTISH RITE CLUBS TO AID IN THEIR QUEST FOR FULFILLMENT AND BROTHERHOOD IN THE SCOTTISH RITE. CONSIDERATION IS BEING MADE IN THAT AREA BASED ON THEIR COMMITMENT AND MOTIVATION FOR SUCH ACTIVITY. THE SCOTTISH RITE CLUB OF OGDEN LOCATED IN THE NORTHERN AREA HAS SERVED THE MEMBERS SINCE 1961 AND CONTINUES TO OPERATE FOR THE BENEFIT OF THE MEMBERS IN THAT AREA OF THE VALLEY. THE OFFICERS AND DIRECTORS AT THE ORIENT AND VALLEY LEVEL RECOGNIZE THE FACT THAT NEW MEMBERS ENTERING THE FRATERNITY AND PETITIONING THE SCOTTISH RITE ARE YOUNGER AND HAVE A DIFFERENT MINDSET THAN THE OLDER MEMBERS. THEIR WAY OF OPERATING, LEARNING AND DOING THINGS IS QUITE DIFFERENT AND THE FRATERNITY MUST ADAPT TO THAT CHANGE. OPENNESS TO CHANGE AND THE CHALLENGE WE ALL FACE IS DEVELOPING THE ABILITY TO SPEAK THE LANGUAGE OF YOUTH WHILE SIMULTANEOUSLY QUOTING FROM THE AGE OLD BOOKS OF TRADITION. OUR FUTURE DEPENDS ON IT. THE STATE OF THE RITE IN THE ORIENT OF UTAH WOULD NOT BE COMPLETE IF I HAD FAILED TO MENTION THAT WE LOST A DEAR BROTHER ON AUGUST 7TH, 2014 - KNOWN TO ALL - ILLUSTRIOUS BROTHER CURTIS N. LANCASTER, 33 SGIG AND EMERITUS MEMBER OF THE SUPREME COUNCIL. ILL. BRO. LANCASTER WAS A SPECIAL MAN, HIS MANY TITLES MEANT NOTHING TO HIM. HE WAS A MAN WHO WENT OUT OF HIS WAY THROUGH KINDNESS AND GENEROSITY TO PLEASE NOT HIMSELF BUT OTHERS. ILL. BRO. CURTIS WAS AN EXCEPTIONAL LISTENER AND I THINK THAT IS WHY HIS LEADERSHIP, IN ALL OF HIS ENDEAVORS WAS SO SUCCESSFUL. HE WAS A SOUNDING B
IRS990/DescribedInSection501c3Ind0false
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0true
IRS990/DonorAdvisedFundInd0false
IRS990/ElectionOfBoardMembersInd0true
IRS990/EmployeeCnt02
IRS990/EmploymentTaxReturnsFiledInd0true
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt01350
IRS990/FeesForServicesAccountingGrp/TotalAmt01350
IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt03768
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt03768
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt016.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt61.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/PersonNm0LAWRENCE K FIELDEN
IRS990/Form990PartVIISectionAGrp/PersonNm1FRANK C BAKER
IRS990/Form990PartVIISectionAGrp/PersonNm2JOHN C LILEY JR
IRS990/Form990PartVIISectionAGrp/PersonNm3ALLEN W RECORD
IRS990/Form990PartVIISectionAGrp/PersonNm4GLEN A COOK
IRS990/Form990PartVIISectionAGrp/PersonNm5LON E TIBBITTS
IRS990/Form990PartVIISectionAGrp/PersonNm6DREW C SANDERS
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt017062
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/TitleTxt0SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt1CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt2DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt3TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5VICE CHAIRMA
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/GainOrLossGrp/SecuritiesAmt040931
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt08
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt070000
IRS990/GrantsToDomesticOrgsGrp/TotalAmt070000
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0true
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0269877
IRS990/GrossReceiptsAmt0346824
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt08
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InsuranceGrp/ManagementAndGeneralAmt05148
IRS990/InsuranceGrp/TotalAmt05148
IRS990/InvestmentIncomeGrp/ExclusionAmt012274
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt012274
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0373265
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0278699
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0228946
IRS990/LoanOutstandingInd0false
IRS990/LocalChaptersInd0true
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0THE MISSION OF THE ORGANIZATION IS TO TEACH AND PERPETUATE A WAY OF LIFE THAT PROMOTES BROTHERHOOD, SELF IMPROVEMENT THROUGH EDUCATION, FAMILY VALUES, MORAL STANDARDS, CHARITY AND COMMUNITY INVOLVEMENT.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt0399427
IRS990/NetAssetsOrFundBalancesEOYAmt0318144
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt040931
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt040931
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/ManagementAndGeneralAmt06475
IRS990/OccupancyGrp/TotalAmt06475
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt06860
IRS990/OfficeExpensesGrp/TotalAmt06860
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt0-30648
IRS990/OtherExpensesGrp/Desc0MEALS AND ENTERTAINMENT
IRS990/OtherExpensesGrp/Desc1MISCELLANEOUS
IRS990/OtherExpensesGrp/Desc2BANK CHARGES
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt013085
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt1216
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt23
IRS990/OtherExpensesGrp/TotalAmt013085
IRS990/OtherExpensesGrp/TotalAmt1216
IRS990/OtherExpensesGrp/TotalAmt23
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt012475
IRS990/OtherSalariesAndWagesGrp/TotalAmt012475
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/ManagementAndGeneralAmt021058
IRS990/PaymentsToAffiliatesGrp/TotalAmt021058
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt02403
IRS990/PayrollTaxesGrp/TotalAmt02403
IRS990/PoliciesReferenceChaptersInd0false
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0LAWRENCE K FIELDEN
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/Desc0MEMBERSHIP DUES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt064673
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt064673
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt045000
IRS990/PYInvestmentIncomeAmt0-25701
IRS990/PYOtherExpensesAmt0132403
IRS990/PYProgramServiceRevenueAmt052122
IRS990/PYRevenuesLessExpensesAmt0-182065
IRS990/PYSalariesCompEmpBnftPaidAmt031083
IRS990/PYTotalExpensesAmt0208486
IRS990/PYTotalRevenueAmt026421
IRS990/ReconcilationRevenueExpnssAmt0-50635
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/SavingsAndTempCashInvstGrp/BOYAmt04552
IRS990/SavingsAndTempCashInvstGrp/EOYAmt033020
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleI/GrantRecordsMaintainedInd0false
IRS990ScheduleI/RecipientTable/CashGrantAmt070000
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501C3
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0CHARITABLE DONATION
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0SCOTTISH RITE FOUNDATION OF UTAH
IRS990ScheduleI/RecipientTable/RecipientEIN0870489597
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0650 E SOUTH TEMPLE
IRS990ScheduleI/RecipientTable/USAddress/CityNm0SALT LAKE CITY
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0UT
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd084102
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0INCREASED MEMBERSHIP HAS BEEN A GOAL SET EARLY ON AND A CHALLENGE WAS MADE TO THE MEMBERS TO IMPROVE THE GROWTH IN MEMBERSHIP WITHIN THE ORIENT. MANY YOUNG MEMBERS THAT ARE ENTERING THE BLUE LODGES ARE EAGER TO LEARN AND GROW AND THE SCOTTISH RITE HAS BEEN INSTRUMENTAL IN AIDING IN THOSE YOUNG MEMBERS SEARCH FOR LIGHT AND EDUCATION. THE INTENT IS TO CONTINUE TO PLAY A MAJOR PART AND ASSIST IN THEIR ADVANCEMENT IN THE SCOTTISH RITE. THE ORIENT'S FINANCES AND INVESTMENTS ARE CONTINUALLY REVIEWED AND REMAIN UNDER THE SUPERVISION OF THE FINANCE COMMITTEE WHERE THEY MONITOR THE ACCOUNTS AND THE OPERATING BUDGET. DUES AND FEES REMAIN THE SAME AS THE LAST BIENNIUM HOWEVER, OPERATING AND REUNION COSTS CONTINUE TO GO UP AND THE ADVISORY COUNCIL HAS MADE NECESSARY CHANGES TO MANAGE THE INCREASES WITHOUT EFFECTING THE REUNION EXPERIENCE FOR THE NEW CANDIDATES AND PARTICIPATING MEMBERS. REGULAR MEETING ATTENDANCE REMAINS STEADY WITH A LARGER NUMBER OF NEW MEMBERS ATTENDING. THE QUALITY OF THE MEAL PRIOR TO THE REGULAR MEETING HAS IMPROVED WITH THE ADDITION OF A NEW CATERER WHICH HAS ATTRACTED MORE MEMBERS TO MEET, DINE AND CONVERSE WITH EACH OTHER. THE MEETINGS ARE SHORT AND TO THE POINT, GENERALLY UNDER AN HOUR IN LENGTH INCLUDING AN INFORMATIVE EDUCATIONAL FEATURE. ATTENDANCE AT THE REUNIONS CONTINUE TO IMPROVE IN PROPORTION TO THE QUALITY OF THE DEGREE RITUAL AND CAST PERFORMANCES. THE RITUAL BAR IS SET HIGH FOR THE CAST AND CREW AND AS SUCH HAS MADE A DIFFERENCE IN THE QUALITY OF THE PERFORMANCES. IN SOME OF THE OUTLYING AREAS OF THE ORIENT, ESPECIALLY IN CENTRAL AND SOUTHERN UTAH, ACTIVE MEMBERS HAVE BEEN SEEKING MORE ACTIVITIES AND PARTICIPATION IN EVENTS AND RITUAL WORK WITH EACH OTHER. THEY HAVE BECOME INTERESTED IN FORMING SCOTTISH RITE CLUBS TO AID IN THEIR QUEST FOR FULFILLMENT AND BROTHERHOOD IN THE SCOTTISH RITE. CONSIDERATION IS BEING MADE IN THAT AREA BASED ON THEIR COMMITMENT AND MOTIVATION FOR SUCH ACTIVITY. THE SCOTTISH RITE CLUB OF OGDEN LOCATED IN THE NORTHERN AREA HAS SERVED THE MEMBERS SINCE 1961 AND CONTINUES TO OPERATE FOR THE BENEFIT OF THE MEMBERS IN THAT AREA OF THE VALLEY. THE OFFICERS AND DIRECTORS AT THE ORIENT AND VALLEY LEVEL RECOGNIZE THE FACT THAT NEW MEMBERS ENTERING THE FRATERNITY AND PETITIONING THE SCOTTISH RITE ARE YOUNGER AND HAVE A DIFFERENT MINDSET THAN THE OLDER MEMBERS. THEIR WAY OF OPERATING, LEARNING AND DOING THINGS IS QUITE DIFFERENT AND THE FRATERNITY MUST ADAPT TO THAT CHANGE. OPENNESS TO CHANGE AND THE CHALLENGE WE ALL FACE IS DEVELOPING THE ABILITY TO SPEAK THE LANGUAGE OF YOUTH WHILE SIMULTANEOUSLY QUOTING FROM THE AGE OLD BOOKS OF TRADITION. OUR FUTURE DEPENDS ON IT. THE STATE OF THE RITE IN THE ORIENT OF UTAH WOULD NOT BE COMPLETE IF I HAD FAILED TO MENTION THAT WE LOST A DEAR BROTHER ON AUGUST 7TH, 2014 - KNOWN TO ALL - ILLUSTRIOUS BROTHER CURTIS N. LANCASTER, 33 SGIG AND EMERITUS MEMBER OF THE SUPREME COUNCIL. ILL. BRO. LANCASTER WAS A SPECIAL MAN, HIS MANY TITLES MEANT NOTHING TO HIM. HE WAS A MAN WHO WENT OUT OF HIS WAY THROUGH KINDNESS AND GENEROSITY TO PLEASE NOT HIMSELF BUT OTHERS. ILL. BRO. CURTIS WAS AN EXCEPTIONAL LISTENER AND I THINK THAT IS WHY HIS LEADERSHIP, IN ALL OF HIS ENDEAVORS WAS SO SUCCESSFUL. HE WAS A SOUNDING BOARD OF IDEAS AND ACTIONS, WHERE THOUGHTS COULD BE EXPRESSED AND CONCLUSIONS MADE. HE IS MISSED DEEPLY BY THE MEMBERS AND WITH THE EMPTINESS OF PRESENCE THAT A GOOD LISTENER PORTRAYS, HE WILL ALWAYS BE WITH US. IN SUMMARY, THE SCOTTISH RITE OF FREEMASONRY IN THE ORIENT OF UTAH IS STRONG, ADAPTIVE AND WELL-MOTIVATED, WITH COMPETENT LEADERS TO ASSIST IN CONTINUING THE FORWARD PROGRESS IT HAS MADE REGARDING MEMBERSHIP PROGRAMS AND ENERGIZING ENTHUSIASM WHILE ATTRACTING NEW AND YOUNGER MEMBERS INTO THE FRATERNITY. THE ORIENT IS CONFIDENT THAT IT WILL CONTINUE TO MEET ITS GOAL OF POSITIVE MEMBERSHIP GROWTH FOR FUTURE YEARS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1MEMBERSHIP ELECTS THE OFFICERS OF THE ORGANIZATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2YES, POLICIES AND PROCEDURES ARE IN PLACE TO ENSURE CONSISTENCY WITH THE ORGANIZATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE BOARD IS PROVIDED A COPY OF THE FORM 990 PRIOR TO FILING FOR REVIEW AND COMMENTS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE ORGANIZATION REQUIRES BOARD MEMBERS TO DISCLOSE CONFLICTS TO THE BOARD WHERE THOSE CONFLICTS CAN BE REVIEWED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5SOVEREIGN GRAND INSPECTOR GENERAL DECIDES WHETHER RAISES WILL BE GRANTED EACH YEAR.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6SOVEREIGN GRAND INSPECTOR GENERAL DECIDES WHETHER RAISES WILL BE GRANTED EACH YEAR.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7DOCUMENTS ARE AVAILABLE AT THE ORGANIZATION'S OFFICE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8UNREALIZED LOSSES ON INVESTMENTS -30,648
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 2, PART III, LINE 4A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 10B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PAGE 6, PART VI, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PAGE 6, PART VI, LINE 15B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8FORM 990, PART XI, LINE 9
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0399759
IRS990/TotalAssetsEOYAmt0318465
IRS990/TotalAssetsGrp/BOYAmt0399759
IRS990/TotalAssetsGrp/EOYAmt0318465
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt02
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt098513
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt070000
IRS990/TotalFunctionalExpensesGrp/TotalAmt0168513
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0332
IRS990/TotalLiabilitiesEOYAmt0321
IRS990/TotalLiabilitiesGrp/BOYAmt0332
IRS990/TotalLiabilitiesGrp/EOYAmt0321
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0399427
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0318144
IRS990/TotalProgramServiceRevenueAmt064673
IRS990/TotalReportableCompFromOrgAmt017062
IRS990/TotalRevenueGrp/ExclusionAmt012274
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0105604
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0117878
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0399759
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0318465
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0399427
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0318144
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0650 E SOUTH TEMPLE
IRS990/USAddress/CityNm0SALT LAKE CITY
IRS990/USAddress/StateAbbreviationCd0UT
IRS990/USAddress/ZIPCd084102
IRS990/VotingMembersGoverningBodyCnt08
IRS990/VotingMembersIndependentCnt08
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0LAWRENCE K FIELDEN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SECRETARY
ReturnHeader/BusinessOfficerGrp/PhoneNum08013632936
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-06-16
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ANCIENT & ACCEPTED SCOTTISH RITE OF
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0VALLEY OF SALT LAKE COORDINATE BODI
ReturnHeader/Filer/BusinessNameControlTxt0ANCI
ReturnHeader/Filer/EIN0870111132
ReturnHeader/Filer/PhoneNum08013632936
ReturnHeader/Filer/USAddress/AddressLine1Txt0650 E SOUTH TEMPLE
ReturnHeader/Filer/USAddress/CityNm0SALT LAKE CITY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0UT
ReturnHeader/Filer/USAddress/ZIPCd0841021141
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId027B959B6E57BD0EFF7EA62E13F272D78F879BC9D
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId027B959B6E57BD0EFF7EA62E13F272D78F879BC9D
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0460952065
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SHAW & CO PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01564 SOUTH 500 WEST SUITE 201
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BOUNTIFUL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0UT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0840107400
ReturnHeader/PreparerPersonGrp/PhoneNum08012943155
ReturnHeader/PreparerPersonGrp/PreparationDt02017-06-21
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JUSTIN R SHAW CPA CFE CGMA
ReturnHeader/ReturnTs02017-06-21T08:10:12-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.82$0.01$1.82$1.04$1.12$0.08
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.77$1.77$0.92$1.01$0.09
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.92$0.14$1.78$0.74$0.87$0.13
2022Detailed filing. Detailed filing data is available for this year.$1.97$0.07$1.91$1.00$0.86$0.14
2021Detailed filing. Detailed filing data is available for this year.$1.82$0.05$1.77$0.69$0.75$0.07
2020Detailed filing. Detailed filing data is available for this year.$2.41$0.02$2.39$0.81$0.99$0.18
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.27$0.03$2.24$0.92$1.23$0.32
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.40$0.04$2.36$0.74$0.96$0.22
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.81$0.01$2.80$1.19$1.46$0.27
2016Detailed filing. Detailed filing data is available for this year.$3.18$0.00$3.18$1.18$1.69$0.51
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.00$0.00$3.99$0.26$2.08$1.82
2014Detailed filing. Detailed filing data is available for this year.$6.68$0.02$6.66$1.02$1.22$0.21
2013Detailed filing. Detailed filing data is available for this year.$6.94$0.01$6.93$0.99$1.13$0.14
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.27$0.00$6.26$1.37
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.66$0.04$6.62$1.16
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.46$0.02$7.44$1.06