Form 990 for tax year 2025
Filed by ANCIENT & ACCEPTED SCOTTISH RITE OF FREE MASONRY SOUTHERN JURISDICTION.
Totals
- Total revenue
- $167,415
- Total expenses
- $117,558
- Contributions and grants received
- $967
- Grants paid
- $0
- Program service revenue
- $71,312
- Investment income
- $94,536
- Other revenue
- $600
- Total assets, end of year
- $1,616,598
- Total liabilities, end of year
- $57,245
- Net assets or fund balances, end of year
- $1,559,353
- Program services expenses (Part IX)
- not reported
- Management and general expenses
- not reported
- Fundraising expenses
- not reported
- Program service expenses (Part III)
- not reported
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.
-
1c · Fundraising events
$966
-
1f · All other contributions, gifts and grants
$1
-
2a · Program service revenue: MEMBERSHIP DUES
total $61,103 · related or exempt $61,103
-
2b · Program service revenue: SERVICE REIMBURSEMENT
total $8,250 · related or exempt $8,250
-
2c · Program service revenue: CEREMONIES INCOME
total $1,959 · related or exempt $1,959
-
3 · Investment income
total $78,489 · excluded $78,489
-
6a · Gross rents
real property $600
-
6b · Less rental expenses
real property $0
-
6c · Rental income or loss
real property $600
-
6d · Net rental income or loss
total $600 · related or exempt $600
-
7a · Gross sales of assets other than inventory
securities $50,022
-
7b · Less cost or other basis and sales expenses
securities $33,975
-
7c · Gain or loss
securities $16,047
-
7d · Net gain or loss
total $16,047 · excluded $16,047
-
8a · Fundraising events: gross income
$0
-
8a · Fundraising events: contributions included on line 1c
$966
-
8b · Fundraising events: direct expenses
$0
-
8c · Net income from fundraising events
total $0
Functional expenses
Part IX, the statement of functional expenses.
-
5 · Compensation of officers, directors and key employees
total $32,900
-
10 · Payroll taxes
total $2,559
-
11c · Fees: accounting
total $4,026
-
11f · Fees: investment management
total $9,526
-
12 · Advertising and promotion
total $951
-
13 · Office expenses
total $5,289
-
16 · Occupancy
total $32,665
-
23 · Insurance
total $5,273
-
24a · Other expenses: PER CAPITA DUES
total $22,704
-
24b · Other expenses: CEREMONIAL EXPENSES
total $1,319
-
24c · Other expenses: SENTINEL SYSTEM EXPENSE
total $346
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $2,421 · end of year $20,227
-
2 · Savings and temporary cash investments
beginning of year $25,437 · end of year $15,129
-
11 · Investments: publicly traded securities
beginning of year $1,430,790 · end of year $1,579,342
-
15 · Other assets
beginning of year $1,900 · end of year $1,900
-
25 · Other liabilities
beginning of year $58,395 · end of year $57,245
-
29 · Capital stock, trust principal or current funds
beginning of year $0 · end of year $0
-
30 · Paid-in or capital surplus, or land, building or equipment fund
beginning of year $0 · end of year $0
-
31 · Retained earnings, endowment or other funds
beginning of year $1,402,153 · end of year $1,559,353
Mission and programs · 2025
Mission
SAME AS ITEM I PART IPROVIDES ASSISTANCE TO CHILDREN WITH DYSLEXIA AND LANGUAGE DISORDERS AND PROVIDES ASSISTANCE FOR TEACHING CHILDREN WITH THESE COMMUNICATION PROBLEMS
Activities or mission (Part I)
PROVIDES ASSISTANCE TO CHILDREN WITH DYSLEXIA AND LANGUAGE DISORDERS AND PROVIDES ASSISTANCE FOR TEACHING CHILDREN WITH THESE COMMUNICATION PROBLEMS
-
ASSISTANCE TO CHILDREN WITH LANGUAGE DISORDERS
As filed on the 2025 return.
Listed in Part VII
-
JON MICHAEL TAYLOR
DEPUTY
- Total calculated
- $0
- Hours/week
- 6
-
JOHN LEE
TREASURER
- Total calculated
- $0
- Hours/week
- 2
-
TIM VAUGHAN
GENERAL SECRETARY
- Total calculated
- $32,900
- From this org
- $32,900
- From related orgs
- $0
- Other
- $0
- Hours/week
- 30
-
JOEL BRYANT
GENERAL SECRETARY
- 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.
Grants on this return
No itemized grants to organizations 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.
-
SCOTTISH RITE FOUNDATION VALLEY OF BIRMINGHAM - ORIENT OF ALABAMA
501(C)(3) · CHARITABLE ORGANIZATION PROVIDES SHOES TO NEEDY AND UNFORTUNATE CHILDREN · AL
Directly controlled by OFFICERS AND BOARD
-
ALABAMA SCOTTISH RITE FOUNDATION
501(C)(3) · CHARITABLE ORGANIZATION OFFERS ASSISTANCE TO CHILDREN WITH SPEECH PROBLEMS · AL
Directly controlled by OFFICERS AND BOARD
-
BIRMINGHAM A&A SCOTTISH RITE TEMPLE HOLDING COMPANY
501(C)(2) · TITLE HOLDING CORPORATION FOR ANCIENT & ACCEPTED SCOTTISH RITE. · AL
Directly controlled by OFFICERS AND BOARD
Provenance
- Return type
- form_990
- Tax year
- 2025
- IRS schema version
- 2025v4.2
- Source object
- 202632259349301053
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