Skip to content
Nonprofiteer
← ANCIENT ACCEPTED SCOTTISH RITE OF FREE MASONRY NMJ

Form 990 for tax year 2022

Filed by ANCIENT ACCEPTED SCOTTISH RITE OF FREE MASONRY NMJ.

Totals

Total revenue
$197,193
Total expenses
$307,739
Contributions and grants received
$60,629
Grants paid
$56,786
Program service revenue
$5,455
Investment income
$127,652
Other revenue
$3,457
Total assets, end of year
$7,578,977
Total liabilities, end of year
$11,259
Net assets or fund balances, end of year
$7,567,718
Program services expenses (Part IX)
$193,720
Management and general expenses
$114,019
Fundraising expenses
$0
Program service expenses (Part III)
not reported

Program services were 62.9% 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.

  • 1d · Related organizations

    $48,935

  • 1f · All other contributions, gifts and grants

    $11,694

  • 2a · Program service revenue: REUNIONS

    total $2,660 · related or exempt $2,660

  • 2b · Program service revenue: INITIATION FEES

    total $1,725 · related or exempt $1,725

  • 2c · Program service revenue: OTHER EVENTS

    total $1,070 · related or exempt $1,070

  • 3 · Investment income

    total $127,652 · excluded $127,652

  • 10a · Gross sales of inventory

    $841

  • 10b · Cost of goods sold

    $30

  • 10c · Net income from sales of inventory

    total $811 · excluded $811

  • 11a · Other revenue: OTHER INCOME

    total $2,646 · related or exempt $2,646

  • 11e · Other revenue, total

    $2,646

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $46,336 · program services $46,336

  • 2 · Grants to domestic individuals

    total $10,450 · program services $10,450

  • 7 · Other salaries and wages

    total $17,035 · program services $10,221 · management and general $6,814

  • 8 · Pension plan contributions

    total $467 · management and general $467

  • 10 · Payroll taxes

    total $1,385 · program services $831 · management and general $554

  • 11c · Fees: accounting

    total $1,050 · management and general $1,050

  • 11f · Fees: investment management

    total $21,095 · management and general $21,095

  • 11g · Fees: other

    total $1,535 · management and general $1,535

  • 13 · Office expenses

    total $6,451 · program services $4,441 · management and general $2,010

  • 14 · Information technology

    total $10,184 · program services $2,037 · management and general $8,147

  • 16 · Occupancy

    total $107,945 · program services $39,422 · management and general $68,523

  • 22 · Depreciation, depletion and amortization

    total $48,539 · program services $48,539

  • 23 · Insurance

    total $11,241 · program services $8,993 · management and general $2,248

  • 24a · Other expenses: SUPREME COUNCIL

    total $13,500 · program services $13,500

  • 24b · Other expenses: REUNION EVENT EXPENSES

    total $3,679 · program services $3,679

  • 24c · Other expenses: OTHER EVENTS EXPENSES

    total $2,270 · program services $2,270

  • 24d · Other expenses: MEMBER PARAPHERNALIA

    total $1,456 · program services $1,456

  • 24e · All other expenses

    total $3,121 · program services $1,545 · management and general $1,576

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $12,198 · end of year $12,612

  • 2 · Savings and temporary cash investments

    beginning of year $23,022 · end of year $23,735

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

    $644,525

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

    $165,451

  • 10c · Land, buildings and equipment, net

    beginning of year $514,876 · end of year $479,074

  • 11 · Investments: publicly traded securities

    beginning of year $6,213,834 · end of year $6,379,606

  • 15 · Other assets

    beginning of year $683,950 · end of year $683,950

  • 25 · Other liabilities

    end of year $11,259

  • 27 · Net assets without donor restrictions

    beginning of year $6,849,398 · end of year $6,934,638

  • 28 · Net assets with donor restrictions

    beginning of year $598,482 · end of year $633,080

Mission and programs · 2022

Mission

THE VALLEY OF MILWAUKEE IS A DOMESTIC FRATERNAL ORGANIZATION THAT STRENGTHENS THE MASONIC WAY OF LIFE BY IMPROVING THE CHARACTER, LEADERSHIP, AND SPIRIT OF ITS MEMBERS THROUGH RELEVANT PROGRAMS. WE INSPIRE MEN TO SUPPORT THE PRINCIPLES OF FREEMASONRY AND PROMOTE THE FAMILY AND COMMUNITY VALUES. WE SERVE MANKIND THROUGH THE IMPACT OF EXTENSIVE CHARITABLE OUTREACH.

Activities or mission (Part I)

STRENGTHEN THE MASONIC WAY OF LIFE BY IMPROVING THE INDIVIDUAL CHARACTER, LEADERSHIP, AND SPIRIT OF ITS MEMBERS THROUGH RELEVANT PROGRAM. INSPIRE MEN TO SUPPORT THE PRINCIPLES OF FREEMASONRY AND PROMOTE FAMILY AND COMMUNITY VALUES. SERVE MANKIND THROUGH THE IMPACT OF EXTENSIVE CHARITABLE OUTREACH.

  • COMMUNITY AND FRATERNAL EVENTS AND SERVICES: INCLUDES VARIOUS SERVICES TO MEMBERS AND THEIR GUESTS AS WELL AS EVENTS OPEN TO THE PUBLIC. THESE EVENTS INCLUDE: HOLIDAY PARTY FOR CHILDREN, OFFICER'S BANQUET, FEAST OF THE PASCHAL LAMB, REUNION BANQUET, INSTALLATION OF OFFICERS, AND OTHER SPECIAL EVENTS. OTHER SERVICES INCLUDE USE OF THE FACILITY FOR MEMBERS AND GUEST USE AT DISCOUNTS AS WELL AS RENT PAID TO OBTAIN FACILITY FOR ALL MEMBER USE.

  • "RITE LIGHTS" FRATERNAL PUBLICATION. PUBLICATION PROVIDED 8 TIMES PER YEAR TO MEMBERS BY MAIL. COPIES ALSO PROVIDED TO THE PUBLIC AND TO MEMBERS AT THE OFFICE. CONTENT IS FRATERNAL AND COMMUNITY ORIENTED, AND MEMBERS AND OTHER VOLUNTEERS ARE SOLICITED FOR CONTENT. ADVERTISING IS NOT CURRENTLY SOLICITED.

  • EDUCATION DOMANN SCHOLARSHIP AWARDS

  • OTHER EDUCATIONAL SCHOLARSHIP AWARDS AND COMMUNITY SUPPORT

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

Listed in Part VII

  • Michael Burnham

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Michael Consiglio

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    1

  • Eric Falkner

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Robert Helback

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Michael Kugler

    CHAIR

    Total calculated
    $0
    Hours/week
    1

  • Robert Liejski

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Doug Moorhouse

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Michael Reindl

    TREASURER

    Total calculated
    $0
    Hours/week
    5

  • James Stoebbe

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

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

  • GRAND LODGE OF WISCONSIN

    $25,000

    SUPPORT MEMBERSHIP

  • CHILDREN'S WISCONSIN FOUNDATION

    $8,000

    GO BABY GO PROGRAM

  • WI SCOTTISH RITE FOUNDATION

    $5,656

    FDN PORTION OF DUES

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
2022
Filed
10 October 2023
IRS schema version
2022v5.0
Source object
202332909349300908

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

The source document this was parsed from is served over the API, which is where bulk and document access live.