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← ANCIENT & ACCEPTED SCOTTISH RITE OF FREE MASONRY SOUTHERN JURISDICTION

Form 990 for tax year 2022

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

Totals

Total revenue
$227,123
Total expenses
$71,609
Contributions and grants received
$8,900
Grants paid
$0
Program service revenue
$0
Investment income
$213,424
Other revenue
$4,799
Total assets, end of year
$1,411,465
Total liabilities, end of year
$17,575
Net assets or fund balances, end of year
$1,393,890
Program services expenses (Part IX)
$14,483
Management and general expenses
$57,126
Fundraising expenses
$0
Program service expenses (Part III)
$14,483

Program services were 20.2% 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.

  • 1b · Membership dues

    $7,383

  • 1f · All other contributions, gifts and grants

    $1,517

  • 3 · Investment income

    total $27,946 · related or exempt $27,946

  • 7a · Gross sales of assets other than inventory

    securities $951,140

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

    securities $765,662

  • 7c · Gain or loss

    securities $185,478

  • 7d · Net gain or loss

    total $185,478 · related or exempt $185,478

  • 11a · Other revenue: MISCELLANEOUS

    total $4,799 · related or exempt $4,799

  • 11e · Other revenue, total

    $4,799

Functional expenses

Part IX, the statement of functional expenses.

  • 5 · Compensation of officers, directors and key employees

    total $3,600 · program services $3,600

  • 7 · Other salaries and wages

    total $2,171 · program services $2,171

  • 10 · Payroll taxes

    total $1,570 · program services $1,570

  • 11f · Fees: investment management

    total $7,473 · management and general $7,473

  • 11g · Fees: other

    total $750 · management and general $750

  • 13 · Office expenses

    total $854 · management and general $854

  • 19 · Conferences, conventions and meetings

    total $62 · management and general $62

  • 22 · Depreciation, depletion and amortization

    total $9,228 · management and general $9,228

  • 23 · Insurance

    total $11,665 · management and general $11,665

  • 24a · Other expenses: UTILITIES

    total $9,331 · management and general $9,331

  • 24b · Other expenses: MAINTENANCE

    total $9,297 · management and general $9,297

  • 24c · Other expenses: SCOTTISH RITE PAYMENTS

    total $7,142 · program services $7,142

  • 24d · Other expenses: MISCELLANEOUS

    total $5,679 · management and general $5,679

  • 24e · All other expenses

    total $2,787 · management and general $2,787

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $49,006 · end of year $57,782

  • 2 · Savings and temporary cash investments

    beginning of year $46,128 · end of year $17,663

  • 4 · Accounts receivable

    end of year $4,574

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

    $692,256

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

    $338,907

  • 10c · Land, buildings and equipment, net

    beginning of year $362,577 · end of year $353,349

  • 11 · Investments: publicly traded securities

    beginning of year $1,130,724 · end of year $978,097

  • 17 · Accounts payable and accrued expenses

    beginning of year $13,019 · end of year $17,575

  • 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 $1,575,416 · end of year $1,393,890

Mission and programs · 2022

Mission

FRATERNAL ORGANIZATION

  • FRATERNAL ORGANIZATION

    Expenses $14,483

As filed on the 2022 return.

Listed in Part VII

  • Bruce Lahti

    PRESIDENT

    Total calculated
    $0
    Hours/week
    30

  • Gary D Wallace

    SECRETARY

    Total calculated
    $0
    Hours/week
    36

  • Michael A Walker

    DIRECTOR

    Total calculated
    $0
    Hours/week
    36

  • Jesse Callender

    DIRECTOR

    Total calculated
    $0
    Hours/week
    6

  • Chuck Stein

    TREASURER

    Total calculated
    $3,600
    From this org
    $0
    From related orgs
    $3,600
    Other
    $0
    Hours/week
    30

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.

Provenance

Return type
form_990
Tax year
2022
Filed
30 August 2023
IRS schema version
2022v5.0
Source object
202322439349301872

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