Form 990 for tax year 2024
Filed by ANCIENT & ACCEPTED SCOTTISH RITE OF FREE MASONRY SO JURIS USA.
Totals
- Total revenue
- $5,661,771
- Total expenses
- $5,954,155
- Contributions and grants received
- $185
- Grants paid
- $967,337
- Program service revenue
- $3,904,237
- Investment income
- $574,354
- Other revenue
- $1,182,995
- Total assets, end of year
- $28,592,089
- Total liabilities, end of year
- $1,642,594
- Net assets or fund balances, end of year
- $26,949,495
- 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.
Listed in Part VII
-
JAMES D COLE
SOVEREIGN GR
- Total calculated
- $571,476
- From this org
- $278,684
- From related orgs
- $278,684
- Other
- $14,108
- Hours/week
- 20 + 20 related
Schedule J breakdown matched by us
- Base
- $278,684 + $278,684 related
- Bonus
- not reported
- Other
- not reported
- Deferred
- not reported
- Nontaxable benefits
- $7,054 + $7,054 related
- Filer's total
- $285,738 + $285,738 related
-
WILLIAM G SIZEMORE II
GRAND EXEC D
- Total calculated
- $398,460
- From this org
- $180,111
- From related orgs
- $180,111
- Other
- $38,238
- Hours/week
- 20 + 20 related
Schedule J breakdown matched by us
- Base
- $179,714 + $179,714 related
- Bonus
- $397 + $397 related
- Other
- not reported
- Deferred
- $17,999 + $17,999 related
- Nontaxable benefits
- $1,120 + $1,120 related
- Filer's total
- $199,230 + $199,230 related
-
JORGE FRANCHI
CFO
- Total calculated
- $356,184
- From this org
- $207,946
- From related orgs
- $89,119
- Other
- $59,119
- Hours/week
- 28 + 12 related
Schedule J breakdown matched by us
- Base
- $207,390 + $88,881 related
- Bonus
- $556 + $238 related
- Other
- not reported
- Deferred
- $20,794 + $8,912 related
- Nontaxable benefits
- $20,589 + $8,824 related
- Filer's total
- $249,329 + $106,855 related
-
DEAN ALBAN
DIR. OF MEMB
- Total calculated
- $254,606
- From this org
- $209,222
- From related orgs
- $0
- Other
- $45,384
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $208,428
- Bonus
- $794
- Other
- not reported
- Deferred
- $20,922
- Nontaxable benefits
- $24,462
- Filer's total
- $254,606
-
ARTURO DEHOYOS
GRAND ARCHIV
- Total calculated
- $244,972
- From this org
- $199,438
- From related orgs
- $0
- Other
- $45,534
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $198,644
- Bonus
- $794
- Other
- not reported
- Deferred
- $19,944
- Nontaxable benefits
- $25,590
- Filer's total
- $244,972
-
TAMERA FANNIN
DIR. OF DATA
- Total calculated
- $153,812
- From this org
- $127,815
- From related orgs
- $0
- Other
- $25,997
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $127,021
- Bonus
- $794
- Other
- not reported
- Deferred
- $12,391
- Nontaxable benefits
- $13,606
- Filer's total
- $153,812
-
ELIZABETH MCCARTHY
DIR STRATEGI
- Total calculated
- $148,974
- From this org
- $127,796
- From related orgs
- $0
- Other
- $21,178
- Hours/week
- 40
-
RICHARD THURFIELD
ASSOC DIR ME
- Total calculated
- $122,038
- From this org
- $114,567
- From related orgs
- $0
- Other
- $7,471
- Hours/week
- 40
-
JOE R MANNING JR
LT. GRAND CO
- Total calculated
- $0
- Hours/week
- 3
-
LEONARD PRODEN
GRAND PRIOR
- Total calculated
- $0
- Hours/week
- 3
-
ROBERT W COCKERHAM
GRAND CHANCE
- Total calculated
- $0
- Hours/week
- 3
-
JOE C HARRISON
GRAND MIN. O
- Total calculated
- $0
- Hours/week
- 3
-
GARY L SISSEL
GRAND SECRET
- Total calculated
- $0
- Hours/week
- 1 + 4 related
-
JEFFREY D LARSON
GRAND TREASU
- Total calculated
- $0
- Hours/week
- 1 + 4 related
-
MARLIN L MILLS
GRAND ALMONE
- Total calculated
- $0
- Hours/week
- 3
-
DAVID O MARTINEZ
GRAND ORATOR
- Total calculated
- $0
- Hours/week
- 3
-
FRANK C BAKER
GRND MASTER
- Total calculated
- $0
- Hours/week
- 3
-
JOSEPH ALEXANDER
GRAND CHAMBE
- Total calculated
- $0
- Hours/week
- 3
-
TONY R KRALL
GRAND STNDAR
- Total calculated
- $0
- Hours/week
- 3
-
MICHAEL L WIGGINS
GRAND SWORD
- Total calculated
- $0
- Hours/week
- 3
-
BILLY W SLOAN
GRAND HERALD
- Total calculated
- $0
- Hours/week
- 3
-
ALAN W ADKINS
TRUSTEE
- Total calculated
- $0
- Hours/week
- 3
-
TERRY L BOWMAN
TRUSTEE
- Total calculated
- $0
- Hours/week
- 3
-
TEDDY C COLLINS
TRUSTEE
- Total calculated
- $0
- Hours/week
- 3
-
C JAMES GRAHAM
TRUSTEE
- Total calculated
- $0
- Hours/week
- 3
-
RICHARD G HOOVER
TRUSTEE
- Total calculated
- $0
- Hours/week
- 3
-
JOSE R LOPEZ-RIVERA
TRUSTEE
- Total calculated
- $0
- Hours/week
- 3
-
FRANK LOUI
TRUSTEE
- Total calculated
- $0
- Hours/week
- 3
-
DAVID L NIELSEN
TRUSTEE
- Total calculated
- $0
- Hours/week
- 3
-
RICHARD B SMITH
TRUSTEE
- Total calculated
- $0
- Hours/week
- 3
-
WESLEY D THORNTON
TRUSTEE
- Total calculated
- $0
- Hours/week
- 3
-
ROBERT BRADSHAW
TRUSTEE
- Total calculated
- $0
- Hours/week
- 3
-
ARNOLD GENE COBB
TRUSTEE
- Total calculated
- $0
- Hours/week
- 3
-
ANDREW GEISER
TRUSTEE
- Total calculated
- $0
- Hours/week
- 3
-
DALE SANDSTROM
TRUSTEE
- Total calculated
- $0
- Hours/week
- 3
-
BILLY SLOAN
TRUSTEE
- Total calculated
- $0
- Hours/week
- 3
-
DANIEL WELLENDORF
TRUSTEE
- Total calculated
- $0
- Hours/week
- 3
-
JOHN BARNETT
TRUSTEE
- Total calculated
- $0
- Hours/week
- 3
-
MICHAEL BROOM
TRUSTEE
- Total calculated
- $0
- Hours/week
- 3
-
KARL HINKLE
TRUSTEE
- Total calculated
- $0
- Hours/week
- 3
-
RANDALL JAGER
TRUSTEE
- Total calculated
- $0
- Hours/week
- 3
-
RICHARD KOMRAUS
TRUSTEE
- Total calculated
- $0
- Hours/week
- 3
-
ROGER NELSON
TRUSTEE
- Total calculated
- $0
- Hours/week
- 3
-
NROMAN PIN
TRUSTEE
- Total calculated
- $0
- Hours/week
- 3
-
WARREN RENSNER
TRUSTEE
- Total calculated
- $0
- Hours/week
- 3
-
DONALD SMITH
TRUSTEE
- Total calculated
- $0
- Hours/week
- 3
-
COL JMICHAEL TAYLOR
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
- 2024
- Filed
- 18 July 2025
- IRS schema version
- 2024v5.0
- Source object
- 202542949349300524
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