Civic Intelligence

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

990 • Fiscal year 2019 • EIN 87-0111132

Jan 01, 2019 to Dec 31, 2019 • Filed on Nov 06, 2020

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

75th percentile

0.01x

Higher debt load relative to assets than 75% of similar nonprofits.

2019 filings • 501(c)10 • <$500k nonprofits • Source year 2019

Liabilities / Revenue

72nd percentile

0.03x

Higher debt load relative to revenue than 72% of similar nonprofits.

2019 filings • 501(c)10 • <$500k nonprofits • Source year 2019

Net Margin

12th percentile

-35%

Higher net margin than 12% of similar nonprofits.

2019 filings • 501(c)10 • <$500k nonprofits • Source year 2019

Top Officer Pay

96th percentile

$10,000

Higher top officer pay than 96% of similar nonprofits.

Top officer pay equals 10.9% of source-year revenue.

2019 filings • 501(c)10 • <$500k nonprofits • Source year 2019

Asset Growth

23rd percentile

-5.2%

Faster asset growth than 23% of similar nonprofits.

2019 filings • 501(c)10 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

79th percentile

24%

Faster revenue growth than 79% of similar nonprofits.

2019 filings • 501(c)10 • <$500k nonprofits • Annualized from 2018 to 2019

Assets

Down

$226,996

Down $12,505 (-5.2%) from 2018

Net Assets

Down

$224,009

Down $11,902 (-5.0%) from 2018

Liabilities

Down

$2,987

Down $603 (-17%) from 2018

Revenue

Up

$91,665

Up $17,726 (+24%) from 2018

Expenses

Up

$123,405

Up $27,771 (+29%) from 2018

Net Income

Down

-$31,740

Down $10,045 (-46%) from 2018

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

2019

Assets$226,996
Liabilities$2,987
Net Assets$224,009

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

2019

Revenue$91,665
Expenses$123,405
Net Income-$31,740
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Nov 6, 2020
Return Version
2019v5.0
Gross Receipts
$148,019
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 involvment.

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$209,687$206,402▼ $3,285
Cash and Non-Interest-Bearing Accounts$29,814$20,594▼ $9,220
Total Assets$239,501$226,996▼ $12,505
Liabilities
Accounts Payable and Accrued Expenses$3,590$2,987▼ $603
Total Liabilities$3,590$2,987▼ $603
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$235,911$224,009▼ $11,902
Total Net Assets Fund Balance$235,911$224,009▼ $11,902
Total Liabilities and Net Assets / Fund Balance$239,501$226,996▼ $12,505
Compensation and Service Providers

Employees

NameTitleBaseTotal
Lon E TibbittsGrand Secret$10,000$10,000

Board Members and Trustees

NameTitle
Frank C BakerChairman
John C Liley JrVice Chair
Glen CookDirector
Allen RecordTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$72,481
Investment Income
$18,428
Other Revenue
$756
Change in Net Assets
$-31,740

Audited Revenue Reconciliation

Revenue per Audited Statements
$91,665
Total Revenue per Audited Statements
$91,665
Total Revenue per Form 990
$91,665
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$86,702
Grants and Similar Amounts Paid$26,107
Salaries, Compensation, and Employee Benefits$10,596
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Payments to Affiliates-$40,860-$40,860
Grants to Domestic Orgs$26,107--$26,107
Conferences and Meetings-$23,023-$23,023
Current Officers, Directors, Trustees, and Key Employees-$10,000-$10,000
Insurance-$5,563-$5,563
Office Expenses-$3,441-$3,441
Occupancy-$2,340-$2,340
Fees for Services Accounting-$2,000-$2,000
Other Expenses-$1,201-$1,201
Payroll Taxes-$596-$596
Total Functional Expenses$26,107$97,298$0$123,405

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$123,405
Total Expenses per Audited Statements$123,405
Total Expenses per Form 990$123,405
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Scottish Rite Foundation of UtahSalt Lake City, UT501c3Charitable Donation$26,107
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 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
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
Lon E Tibbitts
Title
Grand Secretary
Phone
8013632936
Signed
2020-11-06
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Lon E Tibbitts
Legal Domicile
Ut
Voting Board Members
6
Independent Board Members
6
Employees
1

Preparer

Firm
Bountiful Peak Advisors
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

The 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

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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
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IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0CHARITABLE DONATION
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0SCOTTISH RITE FOUNDATION OF UTAH
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE 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
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/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
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ReturnHeader/BuildTS02021-04-22 16:20:28Z
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ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0GRAND SECRETARY
ReturnHeader/BusinessOfficerGrp/PhoneNum08013632936
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-11-06
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ANCIENT & ACCEPTED SCOTTISH RITE OF
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0VALLEY OF SALT LAKE COORDINATE BODI
ReturnHeader/Filer/BusinessNameControlTxt0ANCI
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ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0104.143.84.41
ReturnHeader/FilingSecurityInformation/IPDt02020-11-12
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ReturnHeader/FilingSecurityInformation/IPTm008:57:03
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0460952065
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BOUNTIFUL PEAK ADVISORS
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/PreparationDt02020-11-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JUSTIN R SHAW CPA CFE CGMA
ReturnHeader/ReturnTs02020-11-12T08:57:03-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

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
2019Detailed filing. Detailed filing data is available for this year.$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
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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