Ancient & Accepted Scottish Rite Of Free Masonry Southern Jurisdiction
- Assets
- $811.2k
- Revenue
- $109.2k
- Investments
- $0.0
- Employees
- 0
- Location
- Fort Myers, FL
- Founding
- 09/1940
- Data as of
- 12/2023
- EIN
- 23-7144210
Organization Overview
Ancient & Accepted Scottish Rite Of Free Masonry Southern Jurisdiction, operating under the name AASR Valley of Fort Myers, is located in Fort Myers, FL. The organization was established in 1940. According to its NTEE Classification (Y40) the organization is classified as: Fraternal Societies, under the broad grouping of Mutual & Membership Benefit and related organizations. This organization is a subordinate organization within an affiliated group for tax-exemption purposes. AASR Valley of Fort Myers is a 501(c)(10) and as such, is described as a "Domestic Fraternal Society and/or Association" by the IRS.
Form
990
Mission & Program ActivityExcerpts From the 990 Filing
TAX YEAR
2023
Describe the Organization's Mission:
Part 3 - Line 1
PRACTICE OF ANCIENT AND ACCEPTED SCOTTISH RITE FREEMASONRY IN THE VALLEY OF FT MYERS, ORIENT OF FLORIDA, SOUTHERN JURISDICTION OF THE UNITED STATES, WHICH IS LOCATED IN THE SOUTHWEST PORTION OF FLORIDA. MISSION: TO BE THE PREMIER FRATERNITY OF MEN OF INTEGRITY AND GOOD CHARACTER BY PROVIDING OPPORTUNITIES FOR PERSONAL GROWTH, LEADERSHIP SKILLS, EDUCATION, AND SOCIAL INTERACTION BASED ON THE VALUES OF FRIENDSHIP, CHARITY, PATRIOTISM, TOLERANCE, INTEGRITY, AND A BELIEF IN A SUPREME BEING.
Describe the Organization's Program Activity:
Part 3 - Line 4a
CONTRIBUTIONS TO NON-MASONIC CHARITIES
CONTRIBUTIONS TO MASONIC CHARITIES
SERVICE TO THE FRATERNITY AND ITS BROTHERHOOD THROUGH EDUCATION AND SERVICE TO MEMBERS
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Clay W Taylor Chairman/president - Personal Representative | Officer | 5 | $0 |
Jim Hogg Executive Committee - General Voting Member | Officer | 5 | $0 |
Edgar Lanham Executive Committee - General Voting Member | Officer | 5 | $0 |
Chuck Machell Executive Committee - General Voting Member | Officer | 5 | $0 |
Ken Jordan Executive Committee - General Voting Member | Officer | 5 | $0 |
Fred Wright General Secretary | Officer | 20 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Federated campaigns | $0 |
| Membership dues | $0 |
| Fundraising events | $0 |
| Related organizations | $0 |
| Government grants | $0 |
| All other contributions, gifts, grants, and similar amounts not included above | $11,778 |
| Noncash contributions included in lines 1a–1f | $0 |
| Total Revenue from Contributions, Gifts, Grants & Similar | $11,778 |
| Total Program Service Revenue | $63,014 |
| Investment income | $33,967 |
| Tax Exempt Bond Proceeds | $0 |
| Royalties | $0 |
| Net Rental Income | $0 |
| Net Gain/Loss on Asset Sales | $0 |
| Net Income from Fundraising Events | $0 |
| Net Income from Gaming Activities | $0 |
| Net Income from Sales of Inventory | $426 |
| Miscellaneous Revenue | $0 |
| Total Revenue | $109,185 |
| Statement of Expenses | |
|---|---|
| Grants and other assistance to domestic organizations and domestic governments. | $12,497 |
| Grants and other assistance to domestic individuals. | $730 |
| Grants and other assistance to Foreign Orgs/Individuals | $0 |
| Benefits paid to or for members | $6,100 |
| Compensation of current officers, directors, key employees. | $0 |
| Compensation of current officers, directors, key employees. | $0 |
| Compensation to disqualified persons | $0 |
| Other salaries and wages | $0 |
| Pension plan accruals and contributions | $0 |
| Other employee benefits | $0 |
| Payroll taxes | $0 |
| Fees for services: Management | $0 |
| Fees for services: Legal | $0 |
| Fees for services: Accounting | $0 |
| Fees for services: Lobbying | $0 |
| Fees for services: Fundraising | $0 |
| Fees for services: Investment Management | $4,352 |
| Fees for services: Other | $0 |
| Advertising and promotion | $0 |
| Office expenses | $5,919 |
| Information technology | $0 |
| Royalties | $0 |
| Occupancy | $36,000 |
| Travel | $3,644 |
| Payments of travel or entertainment expenses for any federal, state, or local public officials | $0 |
| Conferences, conventions, and meetings | $1,816 |
| Interest | $0 |
| Payments to affiliates | $17,699 |
| Depreciation, depletion, and amortization | $0 |
| Insurance | $3,215 |
| All other expenses | $0 |
| Total functional expenses | $91,972 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $68,888 |
| Savings and temporary cash investments | $0 |
| Pledges and grants receivable | $0 |
| Accounts receivable, net | $0 |
| Loans from Officers, Directors, or Controlling Persons | $0 |
| Loans from Disqualified Persons | $0 |
| Notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $242,000 |
| Net Land, buildings, and equipment | $0 |
| Investments—publicly traded securities | $500,322 |
| Investments—other securities | $0 |
| Investments—program-related | $0 |
| Intangible assets | $0 |
| Other assets | $0 |
| Total assets | $811,210 |
| Accounts payable and accrued expenses | $0 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| Tax-exempt bond liabilities | $0 |
| Escrow or custodial account liability | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Secured mortgages and notes payable | $0 |
| Unsecured mortgages and notes payable | $0 |
| Other liabilities | $0 |
| Total liabilities | $0 |
| Net assets without donor restrictions | $811,210 |
| Net assets with donor restrictions | $0 |
| Capital stock or trust principal, or current funds | $0 |
| Paid-in or capital surplus, or land, building, or equipment fund | $0 |
| Retained earnings, endowment, accumulated income, or other funds | $0 |
| Total liabilities and net assets/fund balances | $811,210 |