2021-10-28T10:28:18-05:00 2020-12-31 420714325 RSM US LLP 2021 L STREET NW SUITE 400 WASHINGTON DC 20036 990 2020-01-01 530152875 THE SUPREME COUNCIL 33 ANC & ACCEPTED SCOTTISH RITE OF FREEMASONRY S JR USA SUPR 2022323579 1733 16TH STREET WASHINGTON DC 20009 WILLIAM G SIZEMORE II GRAND EXECUTIVE DIRECTOR 2022323579 2021-10-19 1 WILLIAM SIZEMORE II XXX-XX-XXXX FREDERICK LONGWOOD P00439715 2022932200 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z JAMES D COLE 1733 16TH STREET WASHINGTON DC 20009 10665799 0 X WWW.SCOTTISHRITE.ORG X 1896 DC DOMESTIC FRATERNAL ORDER WHICH IS DEVOTED TO RELIGIOUS, CHARITABLE, SCIENTIFIC, LITERARY, EDUCATIONAL, AND FRATERNAL PURPOSES. 30 29 53 295 0 0 0 535 3691881 4070487 1537321 759123 216269 371365 5445471 5201510 208191 103960 0 0 2783345 2906360 0 0 0 2176234 1514181 5167770 4524501 277701 677009 24480679 26609500 1345290 1356694 23135389 25252806 DOMESTIC FRATERNAL ORDER WHICH IS DEVOTED TO RELIGIOUS, CHARITABLE, SCIENTIFIC, LITERARY, EDUCATIONAL AND FRATERNAL PURPOSES. 0 0 SERVICE TO THE FRATERNITY AND ITS BROTHERHOOD THROUGH EDUCATION AND SERVICE. PUBLICATIONS AND JOURNALS COVERING AREAS SUCH AS BROTHERHOOD, FREEDOM, AND SERVICE TO MANKIND. CHARITABLE PROGRAMS INCLUDING THE CHILDHOOD LANGUAGE DISORDER PROGRAM 0 0 0 0 0 0 0 1 0 1 1 0 1 1 0 1 1 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 5 0 1 53 1 0 0 0 0 0 0 0 0 0 0 X 30 29 0 0 0 0 0 0 0 1 1 0 1 1 1 1 1 1 1 1 1 0 0 DC X JORGE FRANCHI 2022323579 1733 16TH STREET NW WASHINGTON DC 20009 JAMES D COLE SOVEREIGN GRAND COMMANDER 20.00 20.00 X X 227255 227255 31288 MICHAEL D SMITH LT GRAND COMMANDER 1.00 X X 0 0 0 JOE R MANNING JR GRAND PRIOR 1.00 X X 0 0 0 CHARLES V SEDERSTROM GRAND CHANCELLOR 1.00 X X 0 0 0 WILLIAM B BRUNK GRAND MINISTER OF STATE 1.00 X X 0 0 0 GARY L SISSEL GRAND SECRETARY GENERAL 1.00 4.00 X X 0 0 0 JEFFREY D LARSON GRAND TREASURER GENERAL 1.00 4.00 X X 0 0 0 LEONARD PRODEN GRAND ALMONER 1.00 X X 0 0 0 ROBERT W COCKERHAM GRAND ORATOR 1.00 X X 0 0 0 FRANK C BAKER GRAND MASTER OF CEREMONIES 1.00 X X 0 0 0 GARY W KUNEY GRAND CHAMBERLAIN 1.00 X X 0 0 0 HUGH W GILL III FIRST GRAND EQUERRY 1.00 X X 0 0 0 JOSEPH E ALEXANDER SECOND GRAND EQUERRY 1.00 X X 0 0 0 MARLIN L MILLS GRAND STANDARD BEARER 1.00 X X 0 0 0 JAMIE SMITH GRAND SWORD BEARER 1.00 X X 0 0 0 DAVID O MARTINEZ GRAND HERALD 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 JOE C HARRISON TRUSTEE 1.00 X 0 0 0 ALVIN W JORGENSEN TRUSTEE 1.00 X 0 0 0 TONY R KRALL 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 STEPHEN M MUNSINGER TRUSTEE 1.00 X 0 0 0 DAVID L NIELSEN TRUSTEE 1.00 X 0 0 0 CHARLES I OTTEM TRUSTEE 1.00 X 0 0 0 BILLY W SLOAN TRUSTEE 1.00 X 0 0 0 RICHARD B SMITH TRUSTEE 1.00 X 0 0 0 MICHAEL L WIGGINS TRUSTEE 1.00 X 0 0 0 JACK YOST TRUSTEE 1.00 X 0 0 0 WILLIAM G SIZEMORE II GRAND EXECUTIVE DIRECTOR 20.00 20.00 X 120682 120682 46650 JORGE FRANCHI CHIEF FINANCIAL OFFICER 28.00 12.00 X 139911 59962 48359 ARTURO DEHOYOS GRAND ARCHIVIST 40.00 0.00 X 145210 0 40028 S BRENT MORRIS MANAGING EDITOR 40.00 X 145199 0 8379 BARBARA GOLDEN LEGAL COUNSEL 40.00 0.00 X 137947 0 28172 DEAN ALBAN DIR OF MEMBERSHIP 40.00 X 163468 0 28564 TAMERA FANNIN DIR OF DATA MGMT 40.00 X 101296 0 14302 1180968 407899 245742 8 0 1 0 DC HEALTH LINK PO BOX 97022 WASHINGTON DC 20090 292741 ROYLE PRINTING 745 S BIRD STREET SUN PRAIRIE WI 53590 MAGAZINE PRINTING 194262 MJO SERVICES LLC 110 BUSINESS PARKWAY SOUTH WESTMINSTER MD 21157 PRINTING 121751 3 535 535 MEMBER DUES 900099 3845305 3845305 MASONIC MERCHANDISE 900099 154971 154971 SCOTTISH RITE JOURNAL 511120 53838 53838 MEETINGS & REUNIONS 900099 15920 15920 PATENTS & REGALIA 900099 453 453 4070487 373159 373159 141594 141594 5850253 5464289 385964 385964 385964 VALLEY SERVICES 900099 172114 172114 SENTINEL PROGRAM 900099 40715 40715 MISCELLANEOUS 900099 16942 16942 229771 5201510 4283316 0 917659 103960 755315 1560564 354904 163642 71935 50954 27126 90882 31201 185822 187387 102818 3457 49812 SRJ PRODUCTION 285757 EDUCATION ACTIVITIES 201039 PRINTING & PRODUCTION 175481 MASONIC SUPPLIES 122445 4524501 767404 1897187 24867 0 24867 24867 16651262 17933482 3946423 2493161 3090723 4260803 24480679 26609500 24112 17964 888715 980926 432463 357804 1345290 1356694 X 23135389 25252806 23135389 25252806 24480679 26609500 677009 1440408 0 X X 0 1 X 1 0 0 1 X 24867 24867 24867 ALTERNATIVE INVESTMENTS 2493161 F 2493161 DUE FROM HOUSE OF TEMPLE 4115443 DUE FROM SCOTTISH RITE FOUNDATION 145360 4260803 DUE TO VALLEY 336474 DUE TO SCOTTISH RITE RESEARCH SOCIETY 21330 357804 6551036 1440408 1440408 5110628 90882 90882 5201510 4433619 0 4433619 90882 90882 4524501 PART IV, LINE 2B: THE SUPREME COUNCIL ACTS AS CUSTODIAN FOR FUNDS RECEIVED FROM TWO SOUTHERN JURISDICTION FOREIGN MASONIC BODIES. AT DECEMBER 31, 2020 AND 2019, 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. 1 THE HOUSE OF THE TEMPLE HISTORIC PRESERVATION FOUNDATION INC 1733 16TH STREET NW WASHINGTON DC 20009 521664576 501(C)(3) 103960 PROGRAM SUPPORT, AND REPAIR & MAINTENCE OF THE TEMPLE 1 0 PART I, LINE 2: THE SUPREME COUNCIL PROVIDES SUPPORT TO THE HOUSE OF THE TEMPLE HISTORIC PRESERVATION SOCIETY. THE HOUSE OF THE TEMPLE IS A FINANCIALLY INDEPENDENT ENTITY WITH SIMILAR MEMBERSHIP AND MANAGEMENT AS THE SUPREME COUNCIL. X 1 1 X X X X X X 0 0 0 JAMES D COLE SOVEREIGN GRAND COMMANDER 227255 227255 0 0 0 0 11370 11370 4775 4775 243400 243400 0 0 WILLIAM G SIZEMORE II GRAND EXECUTIVE DIRECTOR 120682 120682 0 0 0 0 22750 22750 1076 1076 144508 144508 0 0 JORGE FRANCHI CHIEF FINANCIAL OFFICER 139911 59962 0 0 0 0 18200 7800 16352 7008 174463 74770 0 0 DEAN ALBAN DIR OF MEMBERSHIP 163468 0 0 0 0 0 8919 0 20557 0 192944 0 0 0 ARTURO DEHOYOS GRAND ARCHIVIST 145210 0 0 0 0 0 15600 0 25358 0 186168 0 0 0 BARBARA GOLDEN LEGAL COUNSEL 137947 0 0 0 0 0 19500 0 9051 0 166498 0 0 0 S BRENT MORRIS MANAGING EDITOR 145199 0 0 0 0 0 7614 0 1584 0 154397 0 0 0 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 GRAND EXECUTIVE DIRECTOR. FORM 990, PART VI, SECTION B, 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, PART VI, SECTION B, 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, PART VI, SECTION B, LINE 15A THE CHAIRMAN OF THE FINANCIAL COMMITTEE RECEIVES THE COMPENSATION INFORMATION FOR ALL OFFICERS OF THE ORGANIZATION. THE CHAIRMAN COMPARES THESE SALARIES TO INDUSTRY NORMS AND MAKES RECOMMENDATIONS TO THE FULL FINANCE COMMITTEE. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. FORM 990, PART XII, LINE 1 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. FORM 990, PART XII, LINE 2C THE AUDIT OVERSIGHT PROCESS HAS REMAINED UNCHANGED FROM THE PRIOR YEAR. THE HOUSE OF THE TEMPLE HISTORIC PRESERVATION FOUNDATION 1733 16TH STREET NW WASHINGTON DC 20009 521664576 RELATED CHARITABLE ORGANIZATION DC 501(C)(3) LINE 7 THE SUPREME COUNCIL 0 SCOTTISH RITE FOUNDATION SOUTHERN JURISDICTION USA INC 1733 16TH STREET NW WASHINGTON DC 20009 526054737 RELATED CHARITABLE ORGANIZATION DC 501(C)(3) LINE 7 THE SUPREME COUNCIL 0 0 1 0 1 0 0 0 0 0 0 0 0 0 1 1 0 1 0 0 HOUSE OF THE TEMPLE B 103960 BOOK VALUE HOUSE OF THE TEMPLE D 4115443 BOOK VALUE HOUSE OF THE TEMPLE O 1466456 BOOK VALUE SCOTTISH RITE FOUNDATION (SJ) D 145360 BOOK VALUE SCOTTISH RITE FOUNDATION (SJ) O 661723 BOOK VALUE