Form 990 for tax year 2025
Filed by ANCIENT & ACCEPTED SCOTTISH RITE OF FREE MASONRY SO JURIS USA.
Totals
- Total revenue
- $5,419,009
- Total expenses
- $6,037,519
- Contributions and grants received
- $1,636
- Grants paid
- $618,982
- Program service revenue
- $4,041,218
- Investment income
- $561,615
- Other revenue
- $814,540
- Total assets, end of year
- $31,273,317
- Total liabilities, end of year
- $1,836,070
- Net assets or fund balances, end of year
- $29,437,247
- Program services expenses (Part IX)
- $0
- Management and general expenses
- $0
- Fundraising expenses
- $0
- Program service expenses (Part III)
- not reported
Program services were 0.0% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Line items
Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.
Revenue
Part VIII, the statement of revenue.
-
1f · All other contributions, gifts and grants
$1,636
-
2a · Program service revenue: MEMBER DUES
total $3,555,131 · related or exempt $3,555,131
-
2b · Program service revenue: MEETINGS AND REUNIONS
total $261,200 · related or exempt $261,200
-
2c · Program service revenue: MASONIC MERCHANDISE
total $200,757 · related or exempt $200,757
-
2d · Program service revenue: SCOTTISH RITE JOURNAL
total $24,130 · related or exempt $24,130
-
3 · Investment income
total $601,636 · excluded $601,636
-
5 · Royalties
total $661 · excluded $661
-
6a · Gross rents
real property $618,320
-
6c · Rental income or loss
real property $618,320
-
6d · Net rental income or loss
total $618,320 · excluded $618,320
-
7a · Gross sales of assets other than inventory
securities $7,904,791
-
7b · Less cost or other basis and sales expenses
securities $7,944,812
-
7c · Gain or loss
securities -$40,021
-
7d · Net gain or loss
total -$40,021 · excluded -$40,021
-
11a · Other revenue: VALLEY SERVICES
total $127,933 · related or exempt $127,933
-
11b · Other revenue: SENTINEL PROGRAM
total $42,154 · related or exempt $42,154
-
11c · Other revenue: SESSION SALES
total $22,235 · related or exempt $22,235
-
11d · All other revenue
total $3,237 · excluded $3,237
-
11e · Other revenue, total
$195,559
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $618,982
-
7 · Other salaries and wages
total $2,255,383
-
8 · Pension plan contributions
total $161,001
-
9 · Other employee benefits
total $262,583
-
10 · Payroll taxes
total $161,003
-
11b · Fees: legal
total $3,052
-
11c · Fees: accounting
total $33,556
-
11f · Fees: investment management
total $115,109
-
11g · Fees: other
total $178,120
-
13 · Office expenses
total $172,897
-
14 · Information technology
total $209,226
-
17 · Travel
total $248,995
-
19 · Conferences, conventions and meetings
total $644,567
-
23 · Insurance
total $63,390
-
24a · Other expenses: SRJ PRODUCTION
total $426,397
-
24b · Other expenses: EDUCATION ACTIVITIES
total $194,904
-
24c · Other expenses: MASONIC SUPPLIES
total $141,249
-
24d · Other expenses: PRINTING AND PRODUCTION
total $138,874
-
24e · All other expenses
total $8,231
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $2,032,647 · end of year $1,311,740
-
10a · Land, buildings and equipment: cost or other basis
$125,637
-
10c · Land, buildings and equipment, net
beginning of year $125,637 · end of year $125,637
-
11 · Investments: publicly traded securities
beginning of year $22,602,214 · end of year $26,038,183
-
12 · Investments: other securities
beginning of year $2,210,005 · end of year $1,736,671
-
15 · Other assets
beginning of year $1,621,586 · end of year $2,061,086
-
17 · Accounts payable and accrued expenses
beginning of year $26,500 · end of year $29,195
-
21 · Escrow or custodial account liability
beginning of year $1,171,241 · end of year $1,335,977
-
25 · Other liabilities
beginning of year $444,853 · end of year $470,898
-
27 · Net assets without donor restrictions
beginning of year $26,949,495 · end of year $29,437,247
Mission and programs · 2025
Mission
DOMESTIC FRATERNAL ORDER WHICH IS DEVOTED TO RELIGIOUS, CHARITABLE, SCIENTIFIC, LITERARY, EDUCATIONAL, AND FRATERNAL PURPOSES.
-
SERVICE TO THE FRATERNITY AND ITS BROTHERHOOD THROUGH EDUCATION AND SERVICE.
-
PUBLICATIONS AND JOURNALS COVERING AREAS SUCH AS BROTHERHOOD, FREEDOM, AND SERVICE TO MANKIND.
-
CHARITABLE PROGRAMS INCLUDING THE CHILDHOOD LANGUAGE DISORDER PROGRAM.
As filed on the 2025 return.
Listed in Part VII
-
James D ColeJAMES D COLE
SOVEREIGN GR
- Total calculated
- $589,238
- From this org
- $287,043
- From related orgs
- $287,043
- Other
- $15,152
- Hours/week
- 20 + 20 related
Schedule J breakdown matched by us
- Base
- $287,043 + $287,043 related
- Bonus
- not reported
- Other
- not reported
- Deferred
- not reported
- Nontaxable benefits
- $7,576 + $7,576 related
- Filer's total
- $294,619 + $294,619 related
-
William G Sizemore IIWILLIAM G SIZEMORE II
GRAND EXEC D
- Total calculated
- $428,486
- From this org
- $193,929
- From related orgs
- $193,929
- Other
- $40,628
- Hours/week
- 20 + 20 related
Schedule J breakdown matched by us
- Base
- $193,541 + $193,541 related
- Bonus
- $388 + $388 related
- Other
- not reported
- Deferred
- $19,058 + $19,058 related
- Nontaxable benefits
- $1,256 + $1,256 related
- Filer's total
- $214,243 + $214,243 related
-
Jorge FranchiJORGE FRANCHI
CFO
- Total calculated
- $362,078
- From this org
- $209,053
- From related orgs
- $89,594
- Other
- $63,431
- Hours/week
- 28 + 12 related
Schedule J breakdown matched by us
- Base
- $208,510 + $89,361 related
- Bonus
- $543 + $233 related
- Other
- not reported
- Deferred
- $21,591 + $9,253 related
- Nontaxable benefits
- $22,811 + $9,776 related
- Filer's total
- $253,455 + $108,623 related
-
Dean AlbanDEAN ALBAN
DIR. OF MEMB
- Total calculated
- $248,744
- From this org
- $225,107
- From related orgs
- $0
- Other
- $23,637
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $224,332
- Bonus
- $775
- Other
- not reported
- Deferred
- $22,510
- Nontaxable benefits
- $1,127
- Filer's total
- $248,744
-
Arturo DehoyosARTURO DEHOYOS
GRAND ARCHIV
- Total calculated
- $244,496
- From this org
- $195,112
- From related orgs
- $0
- Other
- $49,384
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $194,337
- Bonus
- $775
- Other
- not reported
- Deferred
- $20,516
- Nontaxable benefits
- $28,868
- Filer's total
- $244,496
-
Tamera FanninTAMERA FANNIN
DIR. OF DATA
- Total calculated
- $155,544
- From this org
- $128,325
- From related orgs
- $0
- Other
- $27,219
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $127,550
- Bonus
- $775
- Other
- not reported
- Deferred
- $12,569
- Nontaxable benefits
- $14,650
- Filer's total
- $155,544
-
Elizabeth McCarthyELIZABETH MCCARTHY
DIR STRATEGI
- Total calculated
- $151,410
- From this org
- $128,818
- From related orgs
- $0
- Other
- $22,592
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $128,043
- Bonus
- $775
- Other
- not reported
- Deferred
- $13,262
- Nontaxable benefits
- $9,330
- Filer's total
- $151,410
-
Richard ThurfieldRICHARD THURFIELD
ASSOC DIR ME
- Total calculated
- $127,225
- From this org
- $120,024
- From related orgs
- $0
- Other
- $7,201
- Hours/week
- 40
-
Jeffrey D LarsonJEFFREY D LARSON
LT. GRAND CO
- Total calculated
- $0
- Hours/week
- 3
-
Tony R KrallTONY R KRALL
GRAND PRIOR
- Total calculated
- $0
- Hours/week
- 3
-
Robert W CockerhamROBERT W COCKERHAM
GRAND CHANCE
- Total calculated
- $0
- Hours/week
- 3
-
Joseph C HarrisonJOSEPH C HARRISON
GRAND MIN. O
- Total calculated
- $0
- Hours/week
- 3
-
David O MartinezDAVID O MARTINEZ
GRAND SECRET
- Total calculated
- $0
- Hours/week
- 1 + 4 related
-
Billy W SloanBILLY W SLOAN
GRAND TREASU
- Total calculated
- $0
- Hours/week
- 1 + 4 related
-
Marlin L MillsMARLIN L MILLS
GRAND ALMONE
- Total calculated
- $0
- Hours/week
- 3
-
Daniel J WellendorfDANIEL J WELLENDORF
GRAND ORATOR
- Total calculated
- $0
- Hours/week
- 3
-
Frank C BakerFRANK C BAKER
GRND MASTER
- Total calculated
- $0
- Hours/week
- 3
-
Joseph AlexanderJOSEPH ALEXANDER
GRAND CHAMBE
- Total calculated
- $0
- Hours/week
- 3
-
C James GrahamC JAMES GRAHAM
FIRST GRAND
- Total calculated
- $0
- Hours/week
- 3
-
Michael L WigginsMICHAEL L WIGGINS
SECOND GRAND
- Total calculated
- $0
- Hours/week
- 3
-
Jose R Loepz-RiveraJOSE R LOEPZ-RIVERA
GRAND STNDAR
- Total calculated
- $0
- Hours/week
- 3
-
Alan W AdkinsALAN W ADKINS
GRAND SWORD
- Total calculated
- $0
- Hours/week
- 3
-
Terry L BowmanTERRY L BOWMAN
GRAND HERALD
- Total calculated
- $0
- Hours/week
- 3
-
Agene CobbAGENE COBB
GRAND CHAPLA
- Total calculated
- $0
- Hours/week
- 3
-
Leonard ProdenLEONARD PRODEN
TRUSTEE
- Total calculated
- $0
- Hours/week
- 3
-
Joe R Manning JrJOE R MANNING JR
TRUSTEE
- Total calculated
- $0
- Hours/week
- 3
-
David L NielsenDAVID L NIELSEN
TRUSTEE
- Total calculated
- $0
- Hours/week
- 3
-
Richard B SmithRICHARD B SMITH
TRUSTEE
- Total calculated
- $0
- Hours/week
- 3
-
Wesley D ThorntonWESLEY D THORNTON
TRUSTEE
- Total calculated
- $0
- Hours/week
- 3
-
Richard G HooverRICHARD G HOOVER
TRUSTEE
- Total calculated
- $0
- Hours/week
- 3
-
Andrew GeiserANDREW GEISER
TRUSTEE
- Total calculated
- $0
- Hours/week
- 3
-
Robert BradshawROBERT BRADSHAW
TRUSTEE
- Total calculated
- $0
- Hours/week
- 3
-
Dale SandstromDALE SANDSTROM
TRUSTEE
- Total calculated
- $0
- Hours/week
- 3
-
Karl HinkleKARL HINKLE
TRUSTEE
- Total calculated
- $0
- Hours/week
- 3
-
Warren C RensnerWARREN C RENSNER
TRUSTEE
- Total calculated
- $0
- Hours/week
- 3
-
Richard C KomrausRICHARD C KOMRAUS
TRUSTEE
- Total calculated
- $0
- Hours/week
- 3
-
Norman L PinNORMAN L PIN
TRUSTEE
- Total calculated
- $0
- Hours/week
- 3
-
Donald K SmithDONALD K SMITH
TRUSTEE
- Total calculated
- $0
- Hours/week
- 3
-
Michael J BroomMICHAEL J BROOM
TRUSTEE
- Total calculated
- $0
- Hours/week
- 3
-
John C BarnettJOHN C BARNETT
TRUSTEE
- Total calculated
- $0
- Hours/week
- 3
-
Randal S JagerRANDAL S JAGER
TRUSTEE
- Total calculated
- $0
- Hours/week
- 3
-
Roger B NelsonROGER B NELSON
TRUSTEE
- Total calculated
- $0
- Hours/week
- 3
-
Col Jmichael TaylorCOL JMICHAEL TAYLOR
TRUSTEE
- Total calculated
- $0
- Hours/week
- 3
-
Paul E DavisPAUL E DAVIS
TRUSTEE
- Total calculated
- $0
- Hours/week
- 3
-
Arthur L SalazarARTHUR L SALAZAR
TRUSTEE
- Total calculated
- $0
- Hours/week
- 3
Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.
Schedule J
Answered yes
- 1a · Health or social club dues or initiation fees
- 1b · Written policy on the line-1a expenses
- 2 · Substantiation required before reimbursing expenses
- 3 · Compensation committee
- 3 · Independent compensation consultant
- 3 · Form 990 of other organizations
- 3 · Written employment contract
- 3 · Compensation survey or study
- 3 · Approval by the board or compensation committee
Answered no
- 4a · Severance or change-of-control payment
- 4b · Supplemental nonqualified retirement plan
- 4c · Equity-based compensation arrangement
Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.
Grants on this return
-
PROGRAM SUPPORT, R&M
Related organizations on this return
Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.
-
THE HOUSE OF THE TEMPLE HISTORIC PRESERVATION FOUNDATION
501C3 · REL. CHARI · DC
Directly controlled by THE SC
-
SCOTTISH RITE FOUNDATION SOUTHERN JURISDICTION USA INC
501C3 · REL. CHARI · DC
Directly controlled by THE SC
Provenance
- Return type
- form_990
- Tax year
- 2025
- Filed
- 17 July 2026
- IRS schema version
- 2025v4.0
- Source object
- 202622609349301722
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