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← ANCIENT & ACCEPTED SCOTTISH RITE OF FREE MASONRY SOUTHERN JURISDICTION

Form 990 for tax year 2023

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

Totals

Total revenue
$470,095
Total expenses
$632,501
Contributions and grants received
$2,060
Grants paid
$23,479
Program service revenue
$196,222
Investment income
$267,265
Other revenue
$4,548
Total assets, end of year
$4,083,276
Total liabilities, end of year
$102,262
Net assets or fund balances, end of year
$3,981,014
Program services expenses (Part IX)
$571,496
Management and general expenses
$61,005
Fundraising expenses
$0
Program service expenses (Part III)
$571,496

Program services were 90.4% 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

    $2,060

  • 2a · Program service revenue: MEMBERSHIP DUES

    total $139,904 · related or exempt $139,904

  • 2b · Program service revenue: MASONIC MEETINGS

    total $31,397 · related or exempt $31,397

  • 2c · Program service revenue: ALMONER FUND

    total $20,000 · related or exempt $20,000

  • 2d · Program service revenue: REUNION INCOME

    total $4,921 · related or exempt $4,921

  • 3 · Investment income

    total $106,890 · excluded $106,890

  • 4 · Income from investment of tax-exempt bond proceeds

    total $1,903 · excluded $1,903

  • 6a · Gross rents

    real property $850

  • 6b · Less rental expenses

    real property $850

  • 6c · Rental income or loss

    real property $0

  • 6d · Net rental income or loss

    total $0

  • 7a · Gross sales of assets other than inventory

    securities $1,367,911

  • 7b · Less cost or other basis and sales expenses

    securities $1,209,439

  • 7c · Gain or loss

    securities $158,472

  • 7d · Net gain or loss

    total $158,472 · excluded $158,472

  • 10a · Gross sales of inventory

    $3,209

  • 10b · Cost of goods sold

    $2,564

  • 10c · Net income from sales of inventory

    total $645 · related or exempt $645

  • 11a · Other revenue: OTHER INCOME

    total $3,896 · related or exempt $3,896

  • 11b · Other revenue: SALES TAX ADJUSTMENT

    total $4 · related or exempt $4

  • 11c · Other revenue: SALES TAX COLLECTION A

    total $3 · related or exempt $3

  • 11e · Other revenue, total

    $3,903

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $23,479 · program services $23,479

  • 5 · Compensation of officers, directors and key employees

    total $61,322 · program services $61,322

  • 7 · Other salaries and wages

    total $39,999 · program services $39,999

  • 8 · Pension plan contributions

    total $2,415 · program services $2,415

  • 9 · Other employee benefits

    total $403 · program services $403

  • 10 · Payroll taxes

    total $7,765 · program services $7,765

  • 11b · Fees: legal

    total $61 · management and general $61

  • 11f · Fees: investment management

    total $46,921 · management and general $46,921

  • 12 · Advertising and promotion

    total $40 · management and general $40

  • 13 · Office expenses

    total $7,792 · management and general $7,792

  • 16 · Occupancy

    total $221,316 · program services $221,316

  • 17 · Travel

    total $6,621 · program services $6,621

  • 21 · Payments to affiliates

    total $55,236 · program services $55,236

  • 23 · Insurance

    total $91,845 · program services $91,845

  • 24a · Other expenses: CORONATION EXPENSE

    total $37,597 · program services $37,597

  • 24b · Other expenses: MEMBERSHIP EXPENSES

    total $13,595 · program services $13,595

  • 24c · Other expenses: PRINTING & POSTAGE

    total $4,623 · program services $4,623

  • 24d · Other expenses: COMPUTER EXPENSES

    total $4,290 · management and general $4,290

  • 24e · All other expenses

    total $7,181 · program services $5,280 · management and general $1,901

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $53,298 · end of year $134,053

  • 2 · Savings and temporary cash investments

    beginning of year $101,875 · end of year $18,948

  • 4 · Accounts receivable

    beginning of year $11,555 · end of year $3,099

  • 9 · Prepaid expenses and deferred charges

    beginning of year $21,128

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

    $264,019

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

    $264,019

  • 10c · Land, buildings and equipment, net

    beginning of year $0 · end of year $0

  • 11 · Investments: publicly traded securities

    beginning of year $2,686,802 · end of year $3,299,597

  • 15 · Other assets

    beginning of year $543,706 · end of year $627,579

  • 19 · Deferred revenue

    beginning of year $84,012 · end of year $83,795

  • 25 · Other liabilities

    beginning of year $23,151 · end of year $18,467

  • 27 · Net assets without donor restrictions

    beginning of year $3,311,201 · end of year $3,981,014

Mission and programs · 2023

Mission

DOMESTIC FRATERNAL ORDER WHICH IS DEVOTED TO RELIGIOUS, CHARITABLE, SCIENTIFIC, LITERARY, EDUCATIONAL AND FRATERNAL PURPOSES.

Activities or mission (Part I)

PRACTICE OF ANCIENT & ACCEPTED SCOTTISH RITE FREEMASONRY

  • CONTRIBUTIONS TO THE SCOTTISH RITE FOUNDATION OF FLORIDA INC FOR CHILD READING DISORDERS

    Expenses $20,000 · Revenue $20,000

  • CONTRIBUTION TO MASONIC YOUTH ORGANIZATIONSV $500MASONIC HOME OF FLORIDA INC. $100CONTRIBUTION TO SUPPORT JRROTC PROGRAM $479LOCAL CHARITIES $400SCOTTISH RITE SIZEMORE SCHOLARSHIP ENDOWMENT $2,000

    Expenses $3,479

  • SERVICE TO THE FRATERNITY AND ITS BROTHERHOOD THROUGH EDUCATION AND SERVICE.

    Expenses $548,017

As filed on the 2023 return.

Listed in Part VII

  • Scott McAlister

    GENERAL SECRETARY

    Total calculated
    $122,644
    From this org
    $61,322
    From related orgs
    $0
    Other
    $61,322
    Hours/week
    32 + 32 related

  • Weldon C Harrison

    PRESIDENT-MASTER OF KADOSH

    Total calculated
    $0
    Hours/week
    5 + 5 related

  • Michael R Pender Jr

    TREASURER

    Total calculated
    $0
    Hours/week
    5 + 5 related

  • Charles C Osborne

    CHAIRMAN

    Total calculated
    $0
    Hours/week
    5 + 5 related

  • John A Baldwin

    VICE PRESIDENT-COMMANDER C

    Total calculated
    $0
    Hours/week
    5 + 5 related

  • Robert J Davis Jr

    VICE PRESIDENT-WISE MASTER

    Total calculated
    $0
    Hours/week
    5 + 5 related

  • Frederick R Welding

    VICE PRESIDENT-VENERABLE M

    Total calculated
    $0
    Hours/week
    5 + 5 related

  • Jeffrey T Sklet

    PRIOR

    Total calculated
    $0
    Hours/week
    5 + 5 related

  • Perry D Batson

    MEMBER-AT-LARGE

    Total calculated
    $0
    Hours/week
    5 + 5 related

  • James W Benjamin

    MEMBER-AT-LARGE

    Total calculated
    $0
    Hours/week
    5 + 5 related

  • John N Dragneff

    MEMBER-AT-LARGE

    Total calculated
    $0
    Hours/week
    5 + 5 related

  • John E Drewett

    MEMBER-AT-LARGE

    Total calculated
    $0
    Hours/week
    5 + 5 related

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.

Grants on this return

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.

Provenance

Return type
form_990
Tax year
2023
Filed
4 October 2024
IRS schema version
2023v5.1
Source object
202432889349302163

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