ANCIENT & ACCEPTED SCOTTISH RITE OF FREEMASONRYSOUTHERN JURISDICTIONU

Address
200 EAST GRAY STREET
LOUISVILLE, KY 40202
Contact
Phone: +1 (502) 584-6185
Nonprofit
NTEE: Y40 - Fraternal Beneficiary Societies
EIN: 61-0207365

Mission

TO ADVANCE THE KNOWLEDGE AND UNDERSTANDING OF THE MASONIC MISSION.
 20172016201520142013
Basic features of the organization
Year of formation1867
Subsection code10
PF filing required0    
Metropolitan statistical area4520
Form of organization
CorporationTrue
Human resources, including compensation
Summary compensation info
Total compensation of current key personnel$39,787.00  $31,210.00$25,576.00
Sum of reportable (W2/1099) compensation$39,787.00$39,787.00 $31,210.00$25,576.00
Number of employees43334
Number of highly compensated contractors21   
Personnel
Barnett, Roger
TitleSGIGSGIGSGIGSGIGSGIG
Name of key/compensated personROGER BARNETTROGER BARNETTROGER BARNETTROGER BARNETTROGER BARNETT
Position of compensated person
Current officerTrueTrueTrueTrueTrue
Average hours per week working for org4.00  10.0010.00
Reportable compensation from org$0.00$0.00$0.00$0.00$0.00
Other comp, non-reportable, from org and related orgs$0.00$0.00$0.00$0.00$0.00
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00$0.00$0.00$0.00
Carter, David
TitleREGISTRARREGISTRARREGISTRARREGISTRARREGISTRAR
Name of key/compensated personDAVID CARTERDAVID CARTERDAVID CARTERDAVID CARTERDAVID CARTER
Position of compensated person
Current officerTrueTrueTrueTrueTrue
Average hours per week working for org4.0030.00 35.0035.00
Reportable compensation from org$39,787.00$39,787.00$0.00$31,210.00$25,576.00
Other comp, non-reportable, from org and related orgs$0.00$0.00$0.00$0.00$0.00
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00$0.00$0.00$0.00
Gray, Gleen
Title    TREASURER
Name of key/compensated person    GLEEN GRAY
Position of compensated person
Current officer    True
Average hours per week working for org    5.00
Reportable compensation from org    $0.00
Other comp, non-reportable, from org and related orgs    $0.00
Corresponding comp from related orgs
Reportable compensation from related orgs     $0.00
Gray, Glenn
TitleTREASURERTREASURERTREASURERTREASURER 
Name of key/compensated personGLENN GRAYGLENN GRAYGLENN GRAYGLENN GRAY 
Position of compensated person
Current officerTrueTrueTrueTrue 
Average hours per week working for org2.00  2.00 
Reportable compensation from org$0.00$0.00$0.00$0.00 
Other comp, non-reportable, from org and related orgs$0.00$0.00$0.00$0.00 
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00$0.00$0.00 
Starks, Randolph
TitleREGISTRARREGISTRAR   
Name of key/compensated personRANDOLPH STARKSRANDOLPH STARKS   
Position of compensated person
Current officerTrueTrue   
Average hours per week working for org15.00    
Reportable compensation from org$0.00$0.00   
Other comp, non-reportable, from org and related orgs$0.00$0.00   
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00   
Purpose: mission, activities, & accomplishments
Mission or significant activitiesTO ADVANCE THE KNOWLEDGE AND UNDERSTANDING OF THE MASONIC MISSION.TO ADVANCE THE KNOWLEDGE AND UNDERSTANDING OF THE MASONIC MISSION.TO ADVANCE THE KNOWLEDGE AND UNDERSTANDING OF THE MASONIC MISSION.TO ADVANCE THE KNOWLEDGE AND UNDERSTANDING OF THE MASONIC MISSION.TO ADVANCE THE KNOWLEDGE AND UNDERSTANDING OF THE MASONIC MISSION.
Program service expenses, total  $863,009.00  
Programs, including revenue & expenses
THE ORGANIZATION USES IT'S RESOURCES TO ADVANCE THE KNOWLEDGE AND UNDERSTANDING OF THE MASONIC MISSION AND ITS VALUES FOR IT'S 3800+ MEMBERS.
Program expenses  $701,056.00  
Grants and allocations made  $98,950.00  
Program descriptionTHE ORGANIZATION USES IT'S RESOURCES TO ADVANCE THE KNOWLEDGE AND UNDERSTANDING OF THE MASONIC MISSION AND ITS VALUES FOR IT'S 3800+ MEMBERS.THE ORGANIZATION USES IT'S RESOURCES TO ADVANCE THE KNOWLEDGE AND UNDERSTANDING OF THE MASONIC MISSION AND ITS VALUES FOR IT'S 3800+ MEMBERS.THE ORGANIZATION USES IT'S RESOURCES TO ADVANCE THE KNOWLEDGE AND UNDERSTANDING OF THE MASONIC MISSION AND ITS VALUES FOR IT'S 3800+ MEMBERS.THE ORGANIZATION USES IT'S RESOURCES TO ADVANCE THE KNOWLEDGE AND UNDERSTANDING OF THE MASONIC MISSION AND ITS VALUES FOR IT'S 3800+ MEMBERS.THE ORGANIZATION USES IT'S RESOURCES TO ADVANCE THE KNOWLEDGE AND UNDERSTANDING OF THE MASONIC MISSION AND ITS VALUES FOR IT'S 3800+ MEMBERS.
TO PROVIDE SUPPORT FOR OTHER VALLEYS LOCATED IN THE STATE OF KENTUCKY TO ENSURE THEIR CONTINUED EXISTENCE AND PRESENCE THROUGHOUT THE STATE.
Program expenses  $161,953.00  
Program description  TO PROVIDE SUPPORT FOR OTHER VALLEYS LOCATED IN THE STATE OF KENTUCKY TO ENSURE THEIR CONTINUED EXISTENCE AND PRESENCE THROUGHOUT THE STATE.  
Financial data
Revenue
Total revenue$1,474,458.00$1,038,676.00$1,139,207.00$4,071,236.00$707,169.00
Revenue from contributions (total)  $0.00$2,945.00$3,544.00
Investment income, current yr$1,318,747.00$829,435.00$939,991.00$3,846,426.00$502,129.00
Total revenue from grants, etc., current yr$0.00$0.00$0.00$2,945.00$3,544.00
Total unrelated business revenue$0.00$0.00$0.00$0.00$0.00
Other revenue, current yr$3,420.00$39,985.00$31,298.00$53,509.00$38,662.00
Program service revenue (total)$152,291.00$169,256.00$167,918.00$168,356.00$162,834.00
Gross receipts$1,474,458.00$1,038,676.00$1,474,723.00$13,607,930.00$1,773,434.00
Sources of contributions
Revenue from all other contributions   $2,945.00$3,544.00
Other types of revenue
Miscellaneous revenue (total)$3,420.00$39,985.00$31,298.00$53,509.00$34,342.00
Income from dividends, interest, and similar investments$1,318,747.00$829,435.00$771,992.00$722,613.00$524,886.00
Net rental income  $0.00$0.00$4,320.00
Expense categories (totals)
Total functional expenses: sum of all$800,650.00$1,045,614.00$955,916.00$820,174.00$730,998.00
Total functional expenses: program service $0.00$0.00$863,009.00$0.00$0.00
Total functional expenses: management and general$0.00$0.00$92,907.00$0.00$0.00
Total functional expenses: fundraising$0.00$0.00$0.00$0.00$0.00
Fees for services
Fundraising service fees (total)$0.00$0.00$0.00$0.00$0.00
Investment management fees (total)   $15,854.00$23,240.00
Assets and liabilities
Total assets$37,305,983.00$33,426,105.00$34,171,181.00$33,735,873.00$29,532,376.00
Total assets, beginning of year$33,426,105.00$34,171,180.00$33,716,972.00$29,532,376.00$26,474,149.00
Total liabilities$1,672.00$1,762.00$1,656.00$1,693.00$1,107.00
Total liabilities, beginning of year$1,762.00$1,655.00$1,690.00$1,097.00$1,968.00
Unrestricted net assets, end of yr$37,304,311.00$33,424,343.00$34,169,525.00$33,734,180.00$29,531,269.00
Net assets$37,304,311.00$33,424,343.00$34,169,525.00$33,734,180.00$29,531,269.00
Net assets, beginning of year$33,424,343.00$34,169,525.00$33,715,282.00$29,531,279.00$26,472,181.00
Investments: publicly traded securities$35,874,535.00$32,015,130.00$32,865,874.00$32,371,552.00$28,232,507.00
Cash: non-interest bearing$64,334.00$239,905.00$9,998.00$11,815.00$24,683.00
Cash: non-interest bearing, beginning of year$239,905.00$9,998.00$11,815.00$24,683.00$17,010.00
Other financial variables
Revenue less expenses$673,808.00-$6,938.00$183,291.00$3,251,062.00-$23,829.00
Advertising (total)$24,228.00$84,895.00$30,271.00$14,132.00$12,588.00
Savings & temp cash investment$371,179.00$160,914.00$246,596.00$242,754.00$113,740.00
Prepaid expenses & deferred charges$34,936.00    
Accounts payable & accrued expenses$1,672.00$1,762.00$1,656.00$1,693.00$1,107.00
Total net assets or fund balances$37,304,311.00$33,424,343.00$34,169,525.00$33,734,180.00$29,531,269.00
Depreciation, depletion, amortization$47,757.00$50,256.00$55,039.00$58,175.00$60,811.00
Payment to affiliates$46,037.00$47,632.00$50,071.00$57,997.00$50,980.00
Governance and accountability
Number of voting members33333
Number of independent voting members33300
Financial sheets auditedTrueTrueTrueTrueTrue
Other accounting method (indicator)TrueTrueTrueTrueTrue
Tax year start date2016-07-012015-07-012014-07-012013-07-012012-07-01
Tax year end date2017-06-012016-06-012015-06-012014-06-012013-06-01
Indicators for schedules (selected)
Grants to domestic org/gov't >$5kTrueTrueTrueTrueTrue
Metadata about the filing
E-return type: 990, 990EZ, or 990PF990990990990990
Reason for form submission
Amended return True   
Date e-filing submitted2018-03-052018-03-012016-04-082015-02-042013-12-18
IRS schema version2016v3.12015v3.02014v6.02013v4.02012v2.3
Filing identifier201810349349300116201800349349300215201600409349300940201510219349300316201303169349303425
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