Civic Intelligence

Ancient & Accepted Scottish Rite of Valley of Juneau & Coordinated Bodies

990 • Fiscal year 2015 • EIN 92-0005383

Jan 01, 2015 to Dec 31, 2015 • Filed on Nov 08, 2016

Pob 32558Juneau, AK 99803

(907) 586-1185

Siviq Scores

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

Liabilities / Assets

62nd percentile

0.00x

Higher debt load relative to assets than 62% of similar nonprofits.

2015 filings • 501(c)10 • $500k-$1M nonprofits • Source year 2015

Liabilities / Revenue

65th percentile

0.03x

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

2015 filings • 501(c)10 • $500k-$1M nonprofits • Source year 2015

Net Margin

71st percentile

29%

Higher net margin than 71% of similar nonprofits.

2015 filings • 501(c)10 • $500k-$1M nonprofits • Source year 2015

Top Officer Pay

62nd percentile

$0

Higher top officer pay than 62% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2015 filings • 501(c)10 • $500k-$1M nonprofits • Source year 2015

Asset Growth

5th percentile

-15%

Faster asset growth than 5% of similar nonprofits.

2015 filings • 501(c)10 • $500k-$1M nonprofits • Annualized from 2014 to 2015

Revenue Growth

74th percentile

23%

Faster revenue growth than 74% of similar nonprofits.

2015 filings • 501(c)10 • $500k-$1M nonprofits • Annualized from 2014 to 2015

Assets

Down

$612,985

Down $109,332 (-15%) from 2014

Net Assets

Down

$611,529

Down $108,595 (-15%) from 2014

Liabilities

Down

$1,456

Down $737 (-34%) from 2014

Revenue

Up

$45,042

Up $8,308 (+23%) from 2014

Expenses

Down

$32,027

Down $17,808 (-36%) from 2014

Net Income

Up

$13,015

Up $26,116 (+199%) from 2014

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: $657,383Liabilities 2010: $518Net Assets 2010: $656,8652010Assets 2011: $631,984Liabilities 2011: $822Net Assets 2011: $631,1622011Assets 2012: $636,987Liabilities 2012: $884Net Assets 2012: $636,1032012Assets 2013: $692,118Liabilities 2013: $877Net Assets 2013: $691,2412013Assets 2014: $722,317Liabilities 2014: $2,193Net Assets 2014: $720,1242014Assets 2015: $612,985Liabilities 2015: $1,456Net Assets 2015: $611,5292015Assets 2016: $587,858Liabilities 2016: $625Net Assets 2016: $587,2332016Assets 2017: $584,246Liabilities 2017: $640Net Assets 2017: $583,6062017Assets 2018: $508,234Liabilities 2018: $650Net Assets 2018: $507,5842018Assets 2019: $554,227Liabilities 2019: $354Net Assets 2019: $553,8732019Assets 2020: $545,795Liabilities 2020: $1,155Net Assets 2020: $544,6402020Assets 2021: $589,824Liabilities 2021: $723Net Assets 2021: $589,1012021Assets 2022: $534,792Liabilities 2022: $499Net Assets 2022: $534,2932022Assets 2023: $558,009Liabilities 2023: $976Net Assets 2023: $557,0332023Assets 2024: $592,778Liabilities 2024: $540Net Assets 2024: $592,2382024

Highlighted filing

2015

Assets$612,985
Liabilities$1,456
Net Assets$611,529

Operations Trend

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

$100K$50K$0-$50KExpenses 2010: $64,6012010Revenue 2011: $29,294Expenses 2011: $61,298Net Income 2011: -$32,0042011Expenses 2012: $42,8602012Revenue 2013: $50,583Expenses 2013: $50,682Net Income 2013: -$992013Revenue 2014: $36,734Expenses 2014: $49,835Net Income 2014: -$13,1012014Revenue 2015: $45,042Expenses 2015: $32,027Net Income 2015: $13,0152015Revenue 2016: $57,896Expenses 2016: $53,421Net Income 2016: $4,4752016Revenue 2017: $35,891Expenses 2017: $81,392Net Income 2017: -$45,5012017Revenue 2018: $32,255Expenses 2018: $61,974Net Income 2018: -$29,7192018Revenue 2019: $23,607Expenses 2019: $62,094Net Income 2019: -$38,4872019Revenue 2020: $19,382Expenses 2020: $53,403Net Income 2020: -$34,0212020Revenue 2021: $30,354Expenses 2021: $61,754Net Income 2021: -$31,4002021Revenue 2022: $97,324Expenses 2022: $59,334Net Income 2022: $37,9902022Revenue 2023: $41,922Expenses 2023: $60,507Net Income 2023: -$18,5852023Revenue 2024: $33,860Expenses 2024: $53,375Net Income 2024: -$19,5152024

Highlighted filing

2015

Revenue$45,042
Expenses$32,027
Net Income$13,015
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Nov 8, 2016
Return Version
2015v2.1
Gross Receipts
$132,293
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.

To foster, support and amplify, through fraternal fellowship, those intangible qualities of trust, values, morals and pride taught in symbolic freemasonry, to emphasize family life, and to provide outreach services within our communities.

Balance Sheet Detail
LineBeginningEndChange
Assets
Pd in Cap Srpls Land Bldg Eqp Fund$1,282,173$1,282,173→ $0
Investments in Publicly Traded Securities$627,133$522,343▼ $104,790
Cash and Non-Interest-Bearing Accounts$32,667$33,540▲ $873
Savings and Temporary Cash Investments$4,845$22,710▲ $17,865
Other Notes and Loans Receivable, Net$40,000$20,000▼ $20,000
Inventories for Sale or Use$16,039$13,324▼ $2,715
Land, Buildings, and Equipment, Net$1,538$998▼ $540
Cap Stk Tr Prin Current Funds$0$0→ $0
Rtn Earn Endowment Incm Other Fnds$-562,049$-670,644▼ $108,595
Total Assets$722,317$612,985▼ $109,332
Other Assets Total$95$70▼ $25
Liabilities
Accounts Payable and Accrued Expenses$2,193$1,456▼ $737
Total Liabilities$2,193$1,456▼ $737
Net Assets / Fund Balance
Total Net Assets Fund Balance$720,124$611,529▼ $108,595
Total Liabilities and Net Assets / Fund Balance$722,317$612,985▼ $109,332

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$998$5,053$6,051
Compensation and Service Providers

Board Members and Trustees

NameTitle
Al BrookmanAlmoner
Jim RobinsonAssistant Expert
Doug HarrisCaptain of the Host
MER'CHANT THOMPSONExpert
Ed KalwaraJunior Warden
Michael FranksOrator
Charles WardPrelate
John BarnettSecretary
John OsbornSenior Warden
Don HaleTreasurer
Eric SwansonTyer
Kenneth VaughanVenerable Master
Larry FanningVenerable Master
Revenue and Support

Revenue Composition

Contributions and Grants
$10,185
Program Service Revenue
$0
Investment Income
$25,262
Other Revenue
$9,595
All Other Contributions
$1,720
Change in Net Assets
$13,015
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$30,522
Grants and Similar Amounts Paid$1,505
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Office Expenses---$7,602
Occupancy---$5,290
Payments to Affiliates---$4,748
Conferences and Meetings---$4,276
Fees for Services Accounting---$4,182
Insurance---$2,398
Grants to Domestic Orgs---$1,505
Other Expenses---$689
Depreciation Depletion---$540
Total Functional Expenses$0$0$0$32,027
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 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

Prospective members are asked to fill out a form called a petition, which is then signed by masons who have met or know you and recommend you. The petition is shared with the other lodge members who then vote on your membership.

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

The members elect the officers comprising the governing body of the organization.

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

In accordance with bylaws, the members must ratify by vote certain specific actions of the governing body.

Form 990, Part VI, Section B, Line 11

The 990 is reviewed by the secretary or treasurer before being filed.

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

In its annual internal audit, the audit committee reviews compliance with all policies including the conflict of interest policy.

Form 990, Part VI, Section C, Line 18

The documents are available upon request.

Form 990, Part VI, Section C, Line 19

The documents are available upon request.

Filing and Contact Details

Filer

Filer Name
Ancient & Accepted Scottish Rite of
EIN
92-0005383
Phone
9075861185
Address
POB 32558, JUNEAU, AK 99803

Signing Officer

Name
John Barnett
Title
Secretary
Phone
9075861185
Signed
2016-11-08
Discuss with paid preparer
Yes

Organization Details

Principal Officer
John Barnett
Formed
1911
Legal Domicile
Ak
Voting Board Members
12
Independent Board Members
12
Employees
0
Volunteers
0

Preparer

Firm
Elgee Rehfeld Mertz LLC
Address
9309 GLACIER HWY STE B-200, JUNEAU, AK 99801
Preparer
Robert L Rehfeld
Phone
9077893178
Raw XML Appendix376 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/ActivityOrMissionDesc0TO FOSTER, SUPPORT AND AMPLIFY, THROUGH FRATERNAL FELLOWSHIP, THOSE INTANGIBLE QUALITIES OF TRUST, VALUES, MORALS AND PRIDE TAUGHT IN SYMBOLIC FREEMASONRY, TO EMPHASIZE FAMILY LIFE, AND TO PROVIDE OUTREACH SERVICES WITHIN OUR COMMUNITIES.
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IRS990/Form990PartVIISectionAGrp/TitleTxt0VENERABLE MASTER
IRS990/Form990PartVIISectionAGrp/TitleTxt1VENERABLE MASTER
IRS990/Form990PartVIISectionAGrp/TitleTxt2SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt3TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt4SENIOR WARDEN
IRS990/Form990PartVIISectionAGrp/TitleTxt5JUNIOR WARDEN
IRS990/Form990PartVIISectionAGrp/TitleTxt6ALMONER
IRS990/Form990PartVIISectionAGrp/TitleTxt7ORATOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8CAPTAIN OF THE HOST
IRS990/Form990PartVIISectionAGrp/TitleTxt9ASSISTANT EXPERT
IRS990/Form990PartVIISectionAGrp/TitleTxt10TYER
IRS990/Form990PartVIISectionAGrp/TitleTxt11EXPERT
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IRS990/ProgSrvcAccomActy2Grp/Desc0MAINTENENCE OF A SCOTTISH RITE TEMPLE FOR FRATERNAL USE AND WHICH IS MADE AVAILABLE FOR RENT TO OUTSIDE GROUPS.
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt05584
IRS990/PYGrantsAndSimilarPaidAmt06900
IRS990/PYInvestmentIncomeAmt026948
IRS990/PYOtherExpensesAmt038314
IRS990/PYOtherRevenueAmt04202
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0-13101
IRS990/PYSalariesCompEmpBnftPaidAmt04621
IRS990/PYTotalExpensesAmt049835
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt036734
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt013015
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RoyaltiesRevenueGrp/ExclusionAmt07361
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt07361
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0-562049
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0-670644
IRS990/SavingsAndTempCashInvstGrp/BOYAmt04845
IRS990/SavingsAndTempCashInvstGrp/EOYAmt022710
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt0998
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt05053
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt06051
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0998
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0PROSPECTIVE MEMBERS ARE ASKED TO FILL OUT A FORM CALLED A PETITION, WHICH IS THEN SIGNED BY MASONS WHO HAVE MET OR KNOW YOU AND RECOMMEND YOU. THE PETITION IS SHARED WITH THE OTHER LODGE MEMBERS WHO THEN VOTE ON YOUR MEMBERSHIP.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE MEMBERS ELECT THE OFFICERS COMPRISING THE GOVERNING BODY OF THE ORGANIZATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2IN ACCORDANCE WITH BYLAWS, THE MEMBERS MUST RATIFY BY VOTE CERTAIN SPECIFIC ACTIONS OF THE GOVERNING BODY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE 990 IS REVIEWED BY THE SECRETARY OR TREASURER BEFORE BEING FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4IN ITS ANNUAL INTERNAL AUDIT, THE AUDIT COMMITTEE REVIEWS COMPLIANCE WITH ALL POLICIES INCLUDING THE CONFLICT OF INTEREST POLICY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE DOCUMENTS ARE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6THE DOCUMENTS ARE AVAILABLE UPON REQUEST.
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 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART VI, SECTION C, LINE 18
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0AK
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0722317
IRS990/TotalAssetsEOYAmt0612985
IRS990/TotalAssetsGrp/BOYAmt0722317
IRS990/TotalAssetsGrp/EOYAmt0612985
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt010185
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt032027
IRS990/TotalGrossUBIAmt01584
IRS990/TotalLiabilitiesBOYAmt02193
IRS990/TotalLiabilitiesEOYAmt01456
IRS990/TotalLiabilitiesGrp/BOYAmt02193
IRS990/TotalLiabilitiesGrp/EOYAmt01456
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0720124
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0611529
IRS990/TotalOtherCompensationAmt00
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt032623
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0650
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt045042
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt01584
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0722317
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0612985
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd01
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0POB 32558
IRS990/USAddress/CityNm0JUNEAU
IRS990/USAddress/StateAbbreviationCd0AK
IRS990/USAddress/ZIPCd099803
IRS990/VotingMembersGoverningBodyCnt012
IRS990/VotingMembersIndependentCnt012
IRS990/WebsiteAddressTxt0WWW.CAPITALCITYMASONS.COM
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JOHN BARNETT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SECRETARY
ReturnHeader/BusinessOfficerGrp/PhoneNum09075861185
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-11-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ANCIENT & ACCEPTED SCOTTISH RITE OF
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0VALLEY OF JUNEAU & COORDINATED BODIES
ReturnHeader/Filer/BusinessNameControlTxt0ANCI
ReturnHeader/Filer/EIN0920005383
ReturnHeader/Filer/PhoneNum09075861185
ReturnHeader/Filer/USAddress/AddressLine1Txt0POB 32558
ReturnHeader/Filer/USAddress/CityNm0JUNEAU
ReturnHeader/Filer/USAddress/StateAbbreviationCd0AK
ReturnHeader/Filer/USAddress/ZIPCd099803
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0920127098
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ELGEE REHFELD MERTZ LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt09309 GLACIER HWY STE B-200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0JUNEAU
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0AK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd099801
ReturnHeader/PreparerPersonGrp/PhoneNum09077893178
ReturnHeader/PreparerPersonGrp/PreparationDt02016-11-08
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ROBERT L REHFELD
ReturnHeader/ReturnTs02016-11-15T16:34:49-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02015-01-01
ReturnHeader/TaxPeriodEndDt02015-12-31
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$5.93$0.01$5.92$0.34$0.53$0.20
2023Detailed filing. Detailed filing data is available for this year.$5.58$0.01$5.57$0.42$0.61$0.19
2022Detailed filing. Detailed filing data is available for this year.$5.35$0.00$5.34$0.97$0.59$0.38
2021Detailed filing. Detailed filing data is available for this year.$5.90$0.01$5.89$0.30$0.62$0.31
2020Detailed filing. Detailed filing data is available for this year.$5.46$0.01$5.45$0.19$0.53$0.34
2019Detailed filing. Detailed filing data is available for this year.$5.54$0.00$5.54$0.24$0.62$0.38
2018Detailed filing. Detailed filing data is available for this year.$5.08$0.01$5.08$0.32$0.62$0.30
2017Detailed filing. Detailed filing data is available for this year.$5.84$0.01$5.84$0.36$0.81$0.46
2016Detailed filing. Detailed filing data is available for this year.$5.88$0.01$5.87$0.58$0.53$0.04
2015Detailed filing. Detailed filing data is available for this year.$6.13$0.01$6.12$0.45$0.32$0.13
2014Detailed filing. Detailed filing data is available for this year.$7.22$0.02$7.20$0.37$0.50$0.13
2013Detailed filing. Detailed filing data is available for this year.$6.92$0.01$6.91$0.51$0.51$0.00
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.37$0.01$6.36$0.43
2011Summary only. Only limited summary data is available for this year.$6.32$0.01$6.31$0.29$0.61$0.32
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.57$0.01$6.57$0.65