2020-11-16T09:35:10-06:00 2019-12-31 420714325 RSM US LLP 2021 L STREET NW 400 WASHINGTON DC 20036 990 2019-01-01 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 2020-11-16 1 SARA SMITH P01332734 2022932200 138.88.173.105 2020-11-16 09:33:54 ES P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 C7C937CA623DFB7884503BA84EC9B5C24C7C8E34 2019 2022-01-07 14:23:13Z JAMES D COLE 1733 16TH STREET WASHINGTON DC 20009 21573088 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 83 295 0 0 128 0 3530377 3691881 346994 1537321 919768 216269 4797267 5445471 740491 208191 0 0 2523798 2783345 0 0 0 1601544 2176234 4865833 5167770 -68566 277701 22784127 24480679 1115342 1345290 21668785 23135389 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 6 0 1 83 1 1 1 0 0 0 1 1 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 (BEG 8/19) 20.00 20.00 X X 65415 65415 3436 MICHAEL D SMITH LT GRAND COMMANDER 1.00 0.00 X X 0 0 0 JOE R MANNING JR GRAND PRIOR 1.00 0.00 X X 0 0 0 CHARLES V SEDERSTROM GRAND CHANCELLOR 1.00 0.00 X X 0 0 0 WILLIAM B BRUNK GRAND MINISTER OF STATE 1.00 0.00 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 0.00 X X 0 0 0 ROBERT W COCKERHAM GRAND ORATOR 1.00 0.00 X X 0 0 0 FRANK C BAKER GRAND MASTER OF CEREMONIES 1.00 0.00 X X 0 0 0 GARY W KUNEY GRAND CHAMBERLAIN 1.00 0.00 X X 0 0 0 HUGH W GILL III FIRST GRAND EQUERRY 1.00 0.00 X X 0 0 0 JOSEPH E ALEXANDER SECOND GRAND EQUERRY 1.00 0.00 X X 0 0 0 MARLIN L MILLS GRAND STANDARD BEARER 1.00 0.00 X X 0 0 0 JAMIE SMITH GRAND SWORD BEARER 1.00 0.00 X X 0 0 0 DAVID O MARTINEZ GRAND HERALD 1.00 0.00 X 0 0 0 TEDDY C COLLINS TRUSTEE 1.00 0.00 X 0 0 0 C JAMES GRAHAM TRUSTEE 1.00 0.00 X 0 0 0 JOE C HARRISON TRUSTEE 1.00 0.00 X 0 0 0 ALVIN W JORGENSEN TRUSTEE 1.00 0.00 X 0 0 0 TONY R KRALL TRUSTEE 1.00 0.00 X 0 0 0 JOSE R LOPEZ-RIVERA TRUSTEE 1.00 0.00 X 0 0 0 FRANK LOUI TRUSTEE 1.00 0.00 X 0 0 0 STEPHEN M MUNSINGER TRUSTEE 1.00 0.00 X 0 0 0 DAVID L NIELSEN TRUSTEE 1.00 0.00 X 0 0 0 CHARLES I OTTEM TRUSTEE 1.00 0.00 X 0 0 0 BILLY W SLOAN TRUSTEE 1.00 0.00 X 0 0 0 RICHARD B SMITH TRUSTEE 1.00 0.00 X 0 0 0 MICHAEL L WIGGINS TRUSTEE 1.00 0.00 X 0 0 0 JACK YOST TRUSTEE 1.00 0.00 X 0 0 0 RONALD A SEALE SOVEREIGN GRAND COMMANDER (THRU 8/19) 20.00 20.00 X X 156535 156535 18104 WILLIAM G SIZEMORE II GRAND EXECUTIVE DIRECTOR 20.00 20.00 X 135720 135720 28086 JORGE FRANCHI CHIEF FINANCIAL OFFICER 28.00 10.40 X 154972 66416 52114 ARTURO DEHOYOS GRAND ARCHIVIST 40.00 0.00 X 156332 0 49432 S BRENT MORRIS MANAGING EDITOR 40.00 0.00 X 148357 0 15437 BARBARA GOLDEN LEGAL COUNSEL 40.00 0.00 X 152202 0 31297 DEAN ALBAN DIR OF MEMBERSHIP 40.00 0.00 X 167362 0 43252 TAMERA FANNIN DIR OF DATA MGMT 40.00 0.00 X 104192 0 22814 1241087 424086 263972 12 0 1 0 ROYLE PRINTING 745 S BIRD STREET SUN PRAIRIE WI 53590 MAGAZINE PRINTING 201829 MJO SERVICES LLC 110 BUSINESS PARKWAY SOUTH WESTMINSTER MD 21157 PRINTING 106681 2 MEMBER DUES 900099 3301690 3301690 MASONIC MERCHANDISE 900099 174293 174293 MEETINGS & REUNIONS 900099 171090 171090 SCOTTISH RITE JOURNAL 511120 43998 43998 PATENTS & REGALIA 900099 810 810 3691881 461708 461708 115791 115791 17203230 16127617 1075613 1075613 1075613 VALLEY SERVICES 900099 51834 51834 SENTINEL PROGRAM 900099 42290 42290 MISCELLANEOUS 900099 6354 6354 100478 5445471 3786005 0 1659466 208191 575566 1683937 182896 179366 161580 17133 26735 58943 37585 194454 115233 156391 670449 51906 SRJ PRODUCTION 342784 EDUCATION ACTIVITIES 244504 PRINTING & PRODUCTION 183436 MASONIC SUPPLIES 76681 5167770 1153566 767404 24867 0 24867 24867 11944538 16651262 6700463 3946423 2960693 3090723 22784127 24480679 27693 24112 780250 888715 307399 432463 1115342 1345290 X 21668785 23135389 21668785 23135389 22784127 24480679 277701 1188903 0 X X 0 1 X 1 0 0 1 X 24867 24867 24867 ALTERNATIVE INVESTMENTS 3946423 F 3946423 DUE FROM HOUSE OF TEMPLE 3036700 DUE FROM SCOTTISH RITE FOUNDATION 54023 3090723 DUE TO VALLEY 321574 DUE TO SCOTTISH RITE RESEARCH SOCIETY 110889 432463 6575431 1188903 1188903 5386528 58943 58943 5445471 5108827 0 5108827 58943 58943 5167770 PART IV, LINE 2B: THE SUPREME COUNCIL ACTS AS CUSTODIAN FOR FUNDS RECEIVED FROM TWO SOUTHERN JURISDICTION FOREIGN MASONIC BODIES. AT DECEMBER 31, 2019 AND 2018, 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) 208191 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 RONALD A SEALE SOVEREIGN GRAND COMMANDER (THRU 8/19 156535 156535 0 0 0 0 0 0 9976 9976 166511 166511 0 0 WILLIAM G SIZEMORE II GRAND EXECUTIVE DIRECTOR 135400 135400 320 320 0 0 13387 13387 728 728 149835 149835 0 0 JORGE FRANCHI CHIEF FINANCIAL OFFICER 154524 66224 448 192 0 0 15677 6719 21428 9183 192077 82318 0 0 ARTURO DEHOYOS GRAND ARCHIVIST 155698 0 634 0 0 0 0 0 35996 0 192328 0 0 0 BARBARA GOLDEN LEGAL COUNSEL 151568 0 634 0 0 0 0 0 16031 0 168233 0 0 0 DEAN ALBAN DIR OF MEMBERSHIP 166728 0 634 0 0 0 0 0 29005 0 196367 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 208191 BOOK VALUE HOUSE OF THE TEMPLE D 3036700 BOOK VALUE HOUSE OF THE TEMPLE O 1385874 BOOK VALUE HOUSE OF THE TEMPLE Q 352432 BOOK VALUE SCOTTISH RITE FOUNDATION (SJ) D 54023 BOOK VALUE SCOTTISH RITE FOUNDATION (SJ) O 540564 BOOK VALUE SCOTTISH RITE FOUNDATION (SJ) Q 100000 BOOK VALUE