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← ANCIENT & ACCEPTED SCOTTISH RITE OF FREE MASONRY SOUTHERN JURI OF USA

Form 990 for tax year 2022

Filed by ANCIENT & ACCEPTED SCOTTISH RITE OF FREE MASONRY SOUTHERN JURI OF USA.

Totals

Total revenue
$401,883
Total expenses
$395,680
Contributions and grants received
$37,548
Grants paid
$20,699
Program service revenue
$33,551
Investment income
$202,476
Other revenue
$128,308
Total assets, end of year
$12,055,795
Total liabilities, end of year
$56,886
Net assets or fund balances, end of year
$11,998,909
Program services expenses (Part IX)
$368,317
Management and general expenses
$27,363
Fundraising expenses
$0
Program service expenses (Part III)
$368,317

Program services were 93.1% 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

    $37,548

  • 2a · Program service revenue: Member dues and fees

    total $26,490 · related or exempt $26,490

  • 2b · Program service revenue: Other program services

    total $7,061 · related or exempt $7,061

  • 3 · Investment income

    total $202,476 · excluded $202,476

  • 6a · Gross rents

    real property $128,308

  • 6b · Less rental expenses

    real property $0

  • 6c · Rental income or loss

    real property $128,308

  • 6d · Net rental income or loss

    total $128,308 · related or exempt $128,308

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $20,699 · program services $20,699

  • 5 · Compensation of officers, directors and key employees

    total $74,144 · program services $74,144

  • 7 · Other salaries and wages

    total $44,542 · program services $44,542

  • 9 · Other employee benefits

    total $15,149 · program services $15,149

  • 10 · Payroll taxes

    total $11,492 · program services $11,492

  • 11c · Fees: accounting

    total $250 · management and general $250

  • 11g · Fees: other

    total $4,000 · management and general $4,000

  • 13 · Office expenses

    total $10,906 · management and general $10,906

  • 14 · Information technology

    total $2,036 · management and general $2,036

  • 16 · Occupancy

    total $108,047 · program services $108,047

  • 23 · Insurance

    total $1,963 · management and general $1,963

  • 24a · Other expenses: Program expenses

    total $94,244 · program services $94,244

  • 24b · Other expenses: Telephone

    total $5,058 · management and general $5,058

  • 24c · Other expenses: Other

    total $2,970 · management and general $2,970

  • 24d · Other expenses: Licenses and permits

    total $180 · management and general $180

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $85,573 · end of year $72,604

  • 2 · Savings and temporary cash investments

    beginning of year $424,967 · end of year $408,276

  • 10a · Land, buildings and equipment: cost or other basis

    $6,018,715

  • 10b · Land, buildings and equipment: accumulated depreciation

    $0

  • 10c · Land, buildings and equipment, net

    beginning of year $6,018,715 · end of year $6,018,715

  • 11 · Investments: publicly traded securities

    beginning of year $6,757,858 · end of year $5,556,200

  • 21 · Escrow or custodial account liability

    beginning of year $62,071 · end of year $56,886

  • 27 · Net assets without donor restrictions

    beginning of year $13,225,042 · end of year $11,998,909

Mission and programs · 2022

Mission

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.

  • The organization serves its members, continues its fraternal goals and promotes new membership through regular meetings and mailings.

    Expenses $368,317 · Grants $20,699 · Revenue $161,859

As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Greg Goodrich

    Personal Representative

    Total calculated
    $0
    Hours/week
    2

  • Gene Ulrich

    Treasurer

    Total calculated
    $0
    Hours/week
    2

  • Robert Guild

    Lodge of Perfection

    Total calculated
    $0
    Hours/week
    2

  • Daniel Southerland

    General Secretary

    Total calculated
    $74,144
    From this org
    $74,144
    From related orgs
    $0
    Other
    $0
    Hours/week
    40

  • Al Jorgenson

    SGIG

    Total calculated
    $0
    Hours/week
    2

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.

Schedule J

Answered yes

  • 2 · Substantiation required before reimbursing expenses
  • 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

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Disregarded entities

Part I: entities that legally are the filer and file no return of their own.

  • 1207 North 152nd LLC

    own and operate real property and improvements at 1207 152nd Street · WA

    Directly controlled by Ancient and Accepted Scottish Rite of Valley of Seattle

Provenance

Return type
form_990
Tax year
2022
Filed
10 July 2023
IRS schema version
2022v5.0
Source object
202321919349301367

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