Civic Intelligence

Ancient and Accepted Scottish Rite of Valley of Seattle & Coord Bodies

990 • Fiscal year 2020 • EIN 91-0401440

Jan 01, 2020 to Dec 31, 2020 • Filed on Oct 12, 2021

1207 N 152nd StreetShoreline, WA 98133

(206) 324-3330

Siviq Scores

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

Liabilities / Assets

27th percentile

0.00x

Higher debt load relative to assets than 27% of similar nonprofits.

2020 filings • $10M-$25M nonprofits • Source year 2020

Liabilities / Revenue

61st percentile

0.32x

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

2020 filings • $10M-$25M nonprofits • Source year 2020

Net Margin

6th percentile

-116%

Higher net margin than 6% of similar nonprofits.

2020 filings • $10M-$25M nonprofits • Source year 2020

Top Officer Pay

31st percentile

$68,000

Higher top officer pay than 31% of similar nonprofits.

Top officer pay equals 37.1% of source-year revenue.

2020 filings • $10M-$25M nonprofits • Source year 2020

Asset Growth

39th percentile

1.9%

Faster asset growth than 39% of similar nonprofits.

2020 filings • $10M-$25M nonprofits • Annualized from 2019 to 2020

Revenue Growth

6th percentile

-61%

Faster revenue growth than 6% of similar nonprofits.

2020 filings • $10M-$25M nonprofits • Annualized from 2019 to 2020

Assets

Up

$12,737,551

Up $236,511 (+1.9%) from 2019

Net Assets

Up

$12,678,862

Up $218,047 (+1.7%) from 2019

Liabilities

Up

$58,689

Up $18,464 (+46%) from 2019

Revenue

Down

$183,054

Down $290,120 (-61%) from 2019

Expenses

Down

$394,704

Down $127,550 (-24%) from 2019

Net Income

Down

-$211,650

Down $162,570 (-331%) from 2019

Historical Trend

Balance Sheet Trend

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

$15M$10M$5.0M$0Assets 2010: $10,586,279Liabilities 2010: $9,326Net Assets 2010: $10,576,9532010Assets 2011: $10,201,917Liabilities 2011: $8,757Net Assets 2011: $10,193,1602011Assets 2012: $10,215,690Liabilities 2012: $0Net Assets 2012: $10,215,6902012Assets 2013: $10,615,784Liabilities 2013: $0Net Assets 2013: $10,615,7842013Assets 2014: $10,437,749Liabilities 2014: $0Net Assets 2014: $10,437,7492014Assets 2015: $10,624,758Liabilities 2015: $39,344Net Assets 2015: $10,585,4142015Assets 2016: $10,845,711Liabilities 2016: $38,270Net Assets 2016: $10,807,4412016Assets 2017: $12,256,416Liabilities 2017: $41,459Net Assets 2017: $12,214,9572017Assets 2018: $11,728,065Liabilities 2018: $40,204Net Assets 2018: $11,687,8612018Assets 2019: $12,501,040Liabilities 2019: $40,225Net Assets 2019: $12,460,8152019Assets 2020: $12,737,551Liabilities 2020: $58,689Net Assets 2020: $12,678,8622020Assets 2021: $13,287,113Liabilities 2021: $62,071Net Assets 2021: $13,225,0422021Assets 2022: $12,055,795Liabilities 2022: $56,886Net Assets 2022: $11,998,9092022Assets 2023: $12,760,780Liabilities 2023: $60,604Net Assets 2023: $12,700,1762023Assets 2024: $13,228,488Liabilities 2024: $70,154Net Assets 2024: $13,158,3342024

Highlighted filing

2020

Assets$12,737,551
Liabilities$58,689
Net Assets$12,678,862

Operations Trend

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

$1.5M$1.0M$500K$0-$500KExpenses 2010: $492,8172010Expenses 2011: $518,5342011Expenses 2012: $543,4832012Revenue 2013: $523,186Expenses 2013: $534,463Net Income 2013: -$11,2772013Revenue 2014: $680,564Expenses 2014: $638,048Net Income 2014: $42,5162014Revenue 2015: $390,765Expenses 2015: $367,183Net Income 2015: $23,5822015Revenue 2016: $330,825Expenses 2016: $352,517Net Income 2016: -$21,6922016Revenue 2017: $1,150,461Expenses 2017: $348,709Net Income 2017: $801,7522017Revenue 2018: $422,948Expenses 2018: $410,566Net Income 2018: $12,3822018Revenue 2019: $473,174Expenses 2019: $522,254Net Income 2019: -$49,0802019Revenue 2020: $183,054Expenses 2020: $394,704Net Income 2020: -$211,6502020Revenue 2021: $988,060Expenses 2021: $441,880Net Income 2021: $546,1802021Revenue 2022: $401,883Expenses 2022: $395,680Net Income 2022: $6,2032022Revenue 2023: $371,238Expenses 2023: $237,787Net Income 2023: $133,4512023Revenue 2024: $395,263Expenses 2024: $417,724Net Income 2024: -$22,4612024

Highlighted filing

2020

Revenue$183,054
Expenses$394,704
Net Income-$211,650
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Oct 12, 2021
Return Version
2020v4.1
Gross Receipts
$183,054
Mission and Program Overview

Mission

It is the mission of the scottish rite of freemasonry, sj, to improve its members and enhance the communities in which they live by teaching and emulating the principles of brotherly love, tolerance, charity, and truth while actively embracing high social, moral, and spiritual values including fellowship, compassion, and dedication to god, family and country.

It is the mission of the Scottish Rite of Free Masonry, Southern Jurisdiction, to improve its members and enhance the communities in which they live by teaching and emulating principles of brotherly love, tolerance, charity, and truth while actively embracing high social, moral, and spiritual values including fellowship, compassion, and dedication to God, family and country.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$5,833,108$6,137,201▲ $304,093
Land, Buildings, and Equipment, Net$5,824,799$5,978,526▲ $153,727
Savings and Temporary Cash Investments$715,653$507,847▼ $207,806
Cash and Non-Interest-Bearing Accounts$127,480$113,977▼ $13,503
Total Assets$12,501,040$12,737,551▲ $236,511
Liabilities
Escrow Account Liability$40,225$58,689▲ $18,464
Total Liabilities$40,225$58,689▲ $18,464
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$12,460,815$12,678,862▲ $218,047
Total Net Assets Fund Balance$12,460,815$12,678,862▲ $218,047
Total Liabilities and Net Assets / Fund Balance$12,501,040$12,737,551▲ $236,511

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$4,033,936-$4,033,936
Land$1,718,000-$1,718,000
Equipment$210,665-$210,665
Other Land Buildings$15,925-$15,925
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Daniel SoutherlandGeneral SecretaryFT$68,000$68,000

Board Members and Trustees

NameTitle
Robert GuildLodge of Perfection
Sat TashiroPersonal Representative
Gene UlrichTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$34,264
Investment Income
$99,535
Other Revenue
$49,255
Change in Net Assets
$-211,650
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$183,315
Salaries, Compensation, and Employee Benefits$165,129
Grants and Similar Amounts Paid$46,260
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Occupancy$107,305--$107,305
Current Officers, Directors, Trustees, and Key Employees$68,000--$68,000
Other Salaries and Wages$63,887--$63,887
Grants to Domestic Orgs$46,260--$46,260
Other Employee Benefits$21,670--$21,670
Office Expenses-$14,457-$14,457
Fees for Services Other-$12,613-$12,613
Payroll Taxes$11,572--$11,572
Information Technology-$1,776-$1,776
Insurance-$1,746-$1,746
Other Expenses$36,604$408-$408
Total Functional Expenses$355,298$39,406$0$394,704
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Early Life Speech & LanguageShoreline, WA501(c)(3)speech & language therapy$46,260
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
Annual disclosure for covered persons
Yes
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
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, line 6

One general membership in a fraternal organization

Form 990, Part VI, Section A, line 7A

One general class of membership that elects board members

Form 990, Part VI, Section A, line 7B

Members vote to accept the budget each year

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

Draft tax return is reviewed and approved by the Treasurer and General Secretary. A copy is sent to the Scottish Rites State General Secretary, the National Treasurer, and is available at a members' meeting for the general membership to review.

Form 990, Part VI, Section B, line 12C

Annual review of potential conflicts of interest performed by the executive committee; if a potential conflict arises during the year, the involved parties are recused and the remaining board members decide whether to proceed with the relationship

Form 990, Part VI, Section C, line 19

Documents are available upon request

Filing and Contact Details

Filer

Filer Name
Ancient and Accepted Scottish Rite of
EIN
91-0401440
Phone
2063243330
Address
1207 N 152nd Street, Shoreline, WA 98133

Signing Officer

Name
Daniel Southerland
Title
General Secretary
Phone
2063243330
Signed
2021-10-12

Organization Details

Principal Officer
Daniel Southerland
Formed
1910
Legal Domicile
Wa
Voting Board Members
4
Independent Board Members
4
Employees
2
Volunteers
0

Preparer

Firm
Laura Lindal CPA
Address
5509 Canvasback Rd, Blaine, WA 98230
Preparer
Laura Lindal
Phone
2067348134
Supplemental Narrative

Additional Explanations

Part XII Line 2C

The executive committee has oversight for the selection of the auditor and the financial statements. This policy has not changed during the year.

Financial Statement Notes

Part IV, Line 2B:

The Organization is the custodian of accounts held in trust for and on behalf of the Almoners, the Sovereign Grand Inspector General, and the Thistle Clan, which are related parties to the Organization. The Organization is not entitled to use the funds in those accounts and, accordingly, has recognized a liability for the amounts held in trust.

Raw XML Appendix361 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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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0The Organization is the custodian of accounts held in trust for and on behalf of the Almoners, the Sovereign Grand Inspector General, and the Thistle Clan, which are related parties to the Organization. The Organization is not entitled to use the funds in those accounts and, accordingly, has recognized a liability for the amounts held in trust.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Part IV, Line 2b:
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IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0speech & language therapy
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IRS990ScheduleI/RecipientTable/RecipientEIN0911239678
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt01207 N 152nd St
IRS990ScheduleI/RecipientTable/USAddress/CityNm0Shoreline
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IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0One general membership in a fraternal organization
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1One general class of membership that elects board members
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Members vote to accept the budget each year
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Draft tax return is reviewed and approved by the Treasurer and General Secretary. A copy is sent to the Scottish Rites State General Secretary, the National Treasurer, and is available at a members' meeting for the general membership to review.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Annual review of potential conflicts of interest performed by the executive committee; if a potential conflict arises during the year, the involved parties are recused and the remaining board members decide whether to proceed with the relationship
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Documents are available upon request
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6The executive committee has oversight for the selection of the auditor and the financial statements. This policy has not changed during the year.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section A, line 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section A, line 7a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section A, line 7b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Section B, line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part VI, Section B, line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990, Part VI, Section C, line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Part XII Line 2c
IRS990ScheduleR/IdDisregardedEntitiesGrp/DirectControllingEntityName/BusinessNameLine1Txt0Ancient and Accepted Scottish Rite of Valley of Seattle
IRS990ScheduleR/IdDisregardedEntitiesGrp/DisregardedEntityName/BusinessNameLine1Txt01207 North 152nd LLC
IRS990ScheduleR/IdDisregardedEntitiesGrp/EIN0910401440
IRS990ScheduleR/IdDisregardedEntitiesGrp/LegalDomicileStateCd0WA
IRS990ScheduleR/IdDisregardedEntitiesGrp/PrimaryActivitiesTxt0own and operate real property and improvements at 1207 152nd Street
IRS990ScheduleR/IdDisregardedEntitiesGrp/USAddress/AddressLine1Txt01207 N 152nd Street
IRS990ScheduleR/IdDisregardedEntitiesGrp/USAddress/CityNm0Shoreline
IRS990ScheduleR/IdDisregardedEntitiesGrp/USAddress/StateAbbreviationCd0WA
IRS990ScheduleR/IdDisregardedEntitiesGrp/USAddress/ZIPCd098133
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt012501040
IRS990/TotalAssetsEOYAmt012737551
IRS990/TotalAssetsGrp/BOYAmt012501040
IRS990/TotalAssetsGrp/EOYAmt012737551
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt02
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt039406
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0355298
IRS990/TotalFunctionalExpensesGrp/TotalAmt0394704
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt040225
IRS990/TotalLiabilitiesEOYAmt058689
IRS990/TotalLiabilitiesGrp/BOYAmt040225
IRS990/TotalLiabilitiesGrp/EOYAmt058689
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt012460815
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt012678862
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0355298
IRS990/TotalProgramServiceRevenueAmt034264
IRS990/TotalReportableCompFromOrgAmt068000
IRS990/TotalRevenueGrp/ExclusionAmt099535
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt083519
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0183054
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt012501040
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt012737551
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt01207 N 152nd Street
IRS990/USAddress/CityNm0Shoreline
IRS990/USAddress/StateAbbreviationCd0WA
IRS990/USAddress/ZIPCd098133
IRS990/VotingMembersGoverningBodyCnt04
IRS990/VotingMembersIndependentCnt04
IRS990/WebsiteAddressTxt0www.seattle-scottishrite.org
IRS990/WhistleblowerPolicyInd01
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Daniel Southerland
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0General Secretary
ReturnHeader/BusinessOfficerGrp/PhoneNum02063243330
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-10-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Ancient and Accepted Scottish Rite of
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0Valley of Seattle & Coord Bodies
ReturnHeader/Filer/BusinessNameControlTxt0ANCI
ReturnHeader/Filer/EIN0910401440
ReturnHeader/Filer/PhoneNum02063243330
ReturnHeader/Filer/USAddress/AddressLine1Txt01207 N 152nd Street
ReturnHeader/Filer/USAddress/CityNm0Shoreline
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WA
ReturnHeader/Filer/USAddress/ZIPCd098133
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0263824391
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Laura Lindal CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt05509 Canvasback Rd
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Blaine
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd098230
ReturnHeader/PreparerPersonGrp/PhoneNum02067348134
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Laura Lindal
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02021-10-12T13:52:09-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Daniel
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Southerland
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$13.2$0.07$13.2$0.40$0.42$0.02
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$12.8$0.06$12.7$0.37$0.24$0.13
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$12.1$0.06$12.0$0.40$0.40$0.01
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$13.3$0.06$13.2$0.99$0.44$0.55
2020Detailed filing. Detailed filing data is available for this year.$12.7$0.06$12.7$0.18$0.39$0.21
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$12.5$0.04$12.5$0.47$0.52$0.05
2018Summary only. Only limited summary data is available for this year.$11.7$0.04$11.7$0.42$0.41$0.01
2017Summary only. Only limited summary data is available for this year.$12.3$0.04$12.2$1.15$0.35$0.80
2016Summary only. Only limited summary data is available for this year.$10.8$0.04$10.8$0.33$0.35$0.02
2015Summary only. Only limited summary data is available for this year.$10.6$0.04$10.6$0.39$0.37$0.02
2014Detailed filing. Detailed filing data is available for this year.$10.4$0.00$10.4$0.68$0.64$0.04
2013Detailed filing. Detailed filing data is available for this year.$10.6$0.00$10.6$0.52$0.53$0.01
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$10.2$0.00$10.2$0.54
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$10.2$0.01$10.2$0.52
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$10.6$0.01$10.6$0.49