2023-10-16T15:42:00-04:00 2022-12-31 521373858 DELEON & STANG CPAS AND ADVISORS 150 S EAST ST STE 103 FREDERICK MD 217016175 990 2022-01-01 530152875 THE SUPREME COUNCIL 33 ANC&ACCEPTED SCOTTISH RITE OF FREEMASONRY S JR SUPR 2022323579 1733 16TH ST NW WASHINGTON DC 20009 WILLIAM G SIZEMORE II GRAND EXEC DIRECTOR 2022323579 2023-06-10 true WILLIAM SIZEMORE XXX-XX-XXXX false CLINT LEHMAN CPA P00840525 3019489825 2023-08-18 2022 2023-04-26 12:10:37Z JAMES D COLE 1733 16TH ST WASHINGTON DC 20009 6157413 false X WWW.SCOTTISHRITE.ORG X 1896 DC DOMESTIC FRATERNAL ORDER WHICH IS DEVOTED TO RELIGIOUS, CHARITABLE, SCIENTIFIC, LITERARY, EDUCATIONAL, AND FRATERNAL PURPOSES. 28 27 56 295 0 5495 1160 3794892 3993009 597741 352286 1786323 767954 6184451 5114409 1582204 287723 0 3009285 2521704 0 0 1755520 2303659 6347009 5113086 -162558 1323 28646656 25802340 1399998 1391717 27246658 24410623 DOMESTIC FRATERNAL ORDER WHICH IS DEVOTED TO RELIGIOUS, CHARITABLE, SCIENTIFIC, LITERARY, EDUCATIONAL, AND FRATERNAL PURPOSES. false false SERVICE TO THE FRATERNITY AND ITS BROTHERHOOD THROUGH EDUCATION AND SERVICE. PUBLICATIONS AND JOURNALS COVERING AREAS SUCH AS BROTHERHOOD, FREEDOM, AND SERVICE TO MANKIND. CHARITBALE PROGRAMS INCLUDING THE CHILDHOOD LANGUAGE DISORDER PROGRAM. false false false false false false false true false true true false true true true true false false false false false false false false false false true false true false false false false false false false false false false false true false false true 4 0 true 56 true false false false false false false false false false false X 28 27 false false false false false false false true true false true true true true true true true true true true false DC X JORGE FRANCHI 2022323579 1733 16TH ST WASHINGTON DC 20009 JAMES D COLE SOVEREIGN GR 20.00 20.00 X X 258009 258009 11238 WILLIAM G SIZEMORE II GRAND EXEC D 20.00 20.00 X 162587 162587 12706 JORGE FRANCHI CFO 28.00 12.00 X 183020 78437 36793 DEAN ALBAN DIR. OF MEMB 40.00 X 186218 0 29634 ARTURO DEHOYOS GRAND ARCHIV 40.00 X 172753 0 32141 JOHN S DODD MEMBERSHIP 40.00 X 107759 0 26799 TAMERA FANNIN DIR. OF DATA 40.00 X 114711 0 15587 ELIZABETH MCCARTHY DIR STRATEGI 40.00 X 112860 0 10592 JOE R MANNING JR LT. GRAND CO 1.00 X X 0 0 0 LEONARD PRODEN GRAND PRIOR 1.00 X X 0 0 0 ROBERT W COCKERHAM GRAND CHANCE 1.00 X X 0 0 0 JOE C HARRISON GRAND MIN. O 1.00 X X 0 0 0 GARY L SISSEL GRAND SECRET 1.00 4.00 X X 0 0 0 JEFFREY D LARSON GRAND TREASU 1.00 4.00 X X 0 0 0 MARLIN L MILLS GRAND ALMONE 1.00 X X 0 0 0 DAVID O MARTINEZ GRAND ORATOR 1.00 X X 0 0 0 FRANK C BAKER GRND MASTER 1.00 X X 0 0 0 JOSEPH ALEXANDER GRAND CHAMBE 1.00 X X 0 0 0 JACK YOST FIRST GRAND 1.00 X X 0 0 0 ALVIN W JORGENSEN SECOND GRAND 1.00 X X 0 0 0 TONY R KRALL GRAND STNDAR 1.00 X X 0 0 0 MICHAEL L WIGGINS GRAND SWORD 1.00 X X 0 0 0 BILLY W SLOAN GRAND HERALD 1.00 X 0 0 0 ALAN W ADKINS TRUSTEE 1.00 X 0 0 0 TERRY L BOWMAN TRUSTEE 1.00 X 0 0 0 TEDDY C COLLINS TRUSTEE 1.00 X 0 0 0 C JAMES GRAHAM TRUSTEE 1.00 X 0 0 0 RICHARD G HOOVER TRUSTEE 1.00 X 0 0 0 JOSE R LOPEZ-RIVERA TRUSTEE 1.00 X 0 0 0 FRANK LOUI TRUSTEE 1.00 X 0 0 0 DAVID L NIELSEN TRUSTEE 1.00 X 0 0 0 RICHARD B SMITH TRUSTEE 1.00 X 0 0 0 WESLEY D THORNTON TRUSTEE 1.00 X 0 0 0 1297917 499033 175490 8 false true false DC HEALTH LINK PO BOX 97022 WASHINGTON DC 20090 HEALTH INSUR. 283469 ROYLE PRINTING 745 S BIRD STREET SUN PRAIRIE WI 53590 MAG. PRINTING 233754 MJO SERVICES LLC 110 BUSINESS PARKWAY SOUTH WESTIMINSTER MD 21159 PRINTING 148077 3 1160 1160 MEMBER DUES 900099 3718675 3718675 MASONIC MERCHANDISE 900099 189347 189347 MEETINGS AND REUNIONS 900099 46682 46682 SCOTTISH RITE JOURNAL 511120 38305 38305 3993009 378466 378466 80098 80098 207625 207625 207625 207625 1016824 1043004 -26180 -26180 -26180 VALLEY SERVICES 900099 170168 170168 ERTC CREDITS 900099 165990 165990 OTHER INCOME 900099 101848 101848 42225 42225 480231 5114409 4205402 907847 287723 603616 1537185 61553 172505 146845 2260 30202 116964 167447 168730 174327 317315 58737 451753 SRJ PRODUCTION 319576 EDUCATION ACTIVITIES 185115 PRINTING AND PRODUCTION 158276 MASONIC SUPPLIES 148078 4879 5113086 0 0 0 1805950 2182797 24867 24867 24867 20834704 18686972 2919204 2788558 3061931 2119146 28646656 25802340 14952 24506 1101658 916729 283388 450482 1399998 1391717 X 27246658 24410623 27246658 24410623 28646656 25802340 1323 -2837358 X X false true X true false true X 24867 24867 24867 ALTERNATIVE INVESTMENTS 2788558 2788558 DUE FROM HOUSE OF TEMPLE 1866301 DUE FROM SRF 228651 DUE FROM VALLEYS 24194 2119146 DUE TO VALLEY 387830 DUE TO SRRS 62652 450482 X 2160087 -2837358 -2837358 4997445 116964 116964 5114409 4996122 4996122 116964 116964 5113086 SCHEDULE D, PAGE 2, PART IV, LINE 2B THE SUPREME COUNCIL ACTS AS CUSTODIAN FOR FUNDS RECEIVED FROM TWO SOUTHERN JURISDICTION FOREIGN MASONIC BODIES. AT DECEMBER 31, 2022, THE ASSETS OF THESE SOUTHERN JURISDICTION FOREIGN MASONIC BODIES ARE INCLUDED IN MUTUAL FUNDS WITHIN INVESTMENTS AND THE NET ASSETS ARE REPORTED AS DUE TO SOUTHERN JURISDICTION FOREIGN MASONIC BODIES IN THE STATEMENTS OF ASSETS, LIABILITIES, AND NET ASSETS - MODIFIED CASH BASIS OF THE SUPREME COUNCIL. THE ACTIVITIES OF THESE SOUTHERN JURISDICTION FOREIGN MASONIC BODIES ARE NOT INCLUDED IN THE FINANCIAL STATEMENTS OF THE SUPREME COUNCIL. SCHEDULE D, PAGE 3, PART X THE SUPREME COUNCIL COMPLIES WITH THE PROVISIONS OF FINANCIAL ACCOUNTING STANDARDS BOARD CODIFICATION TOPIC ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES. FOR THE YEAR ENDED DECEMBER 31, 2022, NO UNRECOGNIZED TAX PROVISION OR BENEFIT EXISTS. true THE HOUSE OF THE TEMPLE HISTORIC PRESERVATION FOUNDATION INC 1733 16TH STREET NW WASHINGTON DC 20009 521664576 C3 287723 PROGRAM SUPPORT, R&M 1 SCHEDULE I, PAGE 1, PART I, LINE 2 THE SUPREME COUNCIL PROVIDES SUPPORT TO THE HOUSE OF THE TEMPLE HISTORIC PRESERVATION FOUNDATION. THE HOUSE OF THE TEMPLE IS A FINANCIALLY INDEPENDENT ENTITY WITH SIMILAR MEMBERSHIP AND MANAGEMENT AS THE SUPREME COUNCIL. X true true X X X X X X false false false JAMES D COLE SOVEREIGN GRAND CMDR 258009 258009 5619 5619 263628 263628 WILLIAM G SIZEMORE II GRAND EXEC DIRECTOR 162206 162206 381 381 5938 5938 415 415 168940 168940 JORGE FRANCHI CFO 182487 78209 533 228 7010 3004 18745 8034 208775 89475 DEAN ALBAN DIR. OF MEMBERSHIP 185457 761 7141 22493 215852 ARTURO DEHOYOS GRAND ARCHIVIST 171992 761 6778 25363 204894 SCHEDULE J, PAGE 1, PART I, LINE 1A THE DUES OF THE SOVEREIGN GRAND COMMANDER, JAMES COLE, AND THE GRAND EXECUTIVE DIRECTOR, WILLIAM SIZEMORE II, ARE PAID BY THE SUPREME COUNCIL. THE DUES ARE TREATED AS TAXABLE COMPENSATION TO THE SOVEREIGN GRAND COMMANDER AND THE GRAND EXECUTIVE DIRECTOR. FORM 990, PAGE 6, PART VI, LINE 11B THE FORM 990 WILL BE REVIEWED BY THE FINANCE CHAIRMAN/TREASURER, CHAIRMAN, EXECUTIVE DIRECTOR, AND THE CFO PRIOR TO THE FILING OF THE FORM 990. THE COMPLETED FORM 990 WILL BE SENT TO THE ENTIRE BOARD OF DIRECTORS PRIOR TO THE FILING OF THE RETURN. FORM 990, PAGE 6, PART VI, LINE 12C EACH OFFICER, TRUSTEE, EMPLOYEE AND MEMBER MUST DISCLOSE TO THE SOVEREIGN GRAND COMMANDER ANY FINANCIAL INTEREST THAT COULD GIVE RISE TO CONFLICTS OF INTEREST AND SHALL AFFIRM IN WRITING TO THE SOVEREIGN GRAND COMMANDER THAT ALL DISCLOSURES HAVE BEEN MADE. THE SOVEREIGN GRAND COMMANDER IS REQUIRED TO MAKE THE SAME DISCLOSURE. FORM 990, PAGE 6, PART VI, LINE 15A THE CHAIRMAN OF THE FINANCIAL COMMITTEE RECEIVES THE COMPENSATION INFORMATION FOR ALL OFFICERS AND KEY EMPLOYEES OF THE ORGANIZATION. THE CHAIRMAN COMPARES THESE SALARIES TO INDUSTRY NORMS AND MAKES RECOMMENDATIONS TO THE FULL FINANCE COMMITTEE. FORM 990, PAGE 6, PART VI, LINE 15B THE CHAIRMAN OF THE FINANCIAL COMMITTEE RECEIVES THE COMPENSATION INFORMATION FOR ALL OFFICERS AND KEY EMPLOYEES OF THE ORGANIZATION. THE CHAIRMAN COMPARES THESE SALARIES TO INDUSTRY NORMS AND MAKES RECOMMENDATIONS TO THE FULL FINANCE COMMITTEE. FORM 990, PAGE 6, PART VI, LINE 19 THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. FORM 990, PAGE 12, PART XII, LINE 1 MODIFIED CASH BASIS THE FOUNDATION PREPARES ITS FINANCIAL STATEMENTS ON A MODIFIED CASH BASIS OF ACCOUNTING, WHICH IS A COMPREHENSIVE BASIS OF ACCOUNTING RATHER THAN ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA. CONSEQUENTLY, CERTAIN REVENUE IS RECOGNIZED WHEN RECEIVED RATHER THAN WHEN EARNED OR PROMISED AND EXPENSES ARE RECOGNIZED WHEN PAID RATHER THAN WHEN THE OBLIGATION IS INCURRED. ASSETS AND LIABILITIES ARISING FROM TRANSACTIONS THAT ARE ALSO RECORDED INCLUDE: (1) AMOUNTS RECEIVABLE FROM OR PAYABLES TO AFFILIATES, (2) ASSETS HELD FOR ANNUITIES OR UNDER TRUST, AND (3) THE COST (OR FAIR VALUE AT THE DATE OF DONATION) OF PROPERTY AND EQUIPMENT. THE HOUSE OF THE TEMPLE HISTORIC PRESERVATION FOUNDATION 1733 16TH STREET WASHINGTON DC 20009 521664576 REL. CHARI DC 501C3 7 THE SC false SCOTTISH RITE FOUNDATION SOUTHERN JURISDICTION USA INC 1733 16TH STREET WASHINGTON DC 20009 526054737 REL. 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