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ANCIENT & ACCEPTED SCOTTISH RITE OF FREE MASONRY SO JURIS USA: Form 990, tax year 2014

View the entire original 990 at ProPublica ↗

Organization
ANCIENT & ACCEPTED SCOTTISH RITE OF FREE MASONRY SO JURIS USA (EIN 53-0152875)
Tax period
2014-01-01 to 2014-12-31
Filed
2015-11-12
IRS object ID
201543169349303739
Schema version
2014v5.0
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2015-11-12T13:47:33-06:00ReturnTs
Tax Period End2014-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN521855942PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1TATE AND TRYONBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line12021 L STREET NW SUITE 400AddressLine1Txt
CityWASHINGTONCityNm
State AbbreviationDCStateAbbreviationCd
ZIP20036ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2014-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN530152875EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE SUPREME COUNCIL 33 ANC & ACCEPTEDBusinessNameLine1Txt
Business Name Line2SCOTTISH RITE OF FREEMASONRY S JR USABusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlSUPRBusinessNameControlTxt
Phone2022323579PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11733 16TH STREETAddressLine1Txt
CityWASHINGTONCityNm
State AbbreviationDCStateAbbreviationCd
ZIP20009ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonWILLIAM G SIZEMORE IIPersonNm
Person TitleGRAND EXECUTIVE DIRECTORPersonTitleTxt
Phone2022323579PhoneNum
Signature2015-11-11SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonFREDERICK LONGWOODPreparerPersonNm
PTINP00439715PTIN
Phone2022932200PhoneNum
FieldValueIRS element (for citing)
Tax2014TaxYr
Build TS2016-04-25 22:37:26ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerWILLIAM G SIZEMORE IIPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line11733 16TH STREETAddressLine1Txt
CityWASHINGTONCityNm
State AbbreviationDCStateAbbreviationCd
ZIP20009ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$6,845,738GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501cYes (X)Organization501cInd
Website AddressWWW.SCOTTISHRITE.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1801FormationYr
Legal Domicile StateSCLegalDomicileStateCd
Activity Or MissionDOMESTIC FRATERNAL ORDER WHICH IS DEVOTED TO RELIGIOUS CHARITABLE, SCIENTIFIC, LITERARY, EDUCATIONAL AND FRATERNAL PURPOSES.ActivityOrMissionDesc
Voting Members Governing Body27VotingMembersGoverningBodyCnt
Voting Members Independent26VotingMembersIndependentCnt
Total Employee52TotalEmployeeCnt
Total Volunteers35TotalVolunteersCnt
Total Gross UBI$57,512TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm-$1,730NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$362,287PYContributionsGrantsAmt
CY Contributions Grants$172CYContributionsGrantsAmt
PY Program Service Revenue$3,386,980PYProgramServiceRevenueAmt
CY Program Service Revenue$4,636,519CYProgramServiceRevenueAmt
PY Investment Income$992,951PYInvestmentIncomeAmt
CY Investment Income$655,325CYInvestmentIncomeAmt
PY Other Revenue$325,438PYOtherRevenueAmt
CY Other Revenue$290,948CYOtherRevenueAmt
PY Total Revenue$5,067,656PYTotalRevenueAmt
CY Total Revenue$5,582,964CYTotalRevenueAmt
PY Grants And Similar Paid$593,206PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$392,046CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$2,992,321PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$2,747,420CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$2,274,894PYOtherExpensesAmt
CY Other Expenses$1,734,618CYOtherExpensesAmt
PY Total Expenses$5,860,421PYTotalExpensesAmt
CY Total Expenses$4,874,084CYTotalExpensesAmt
PY Revenues Less Expenses-$792,765PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$708,880CYRevenuesLessExpensesAmt
Total Assets BOY$23,618,999TotalAssetsBOYAmt
Total Assets EOY$24,515,081TotalAssetsEOYAmt
Total Liabilities BOY$953,848TotalLiabilitiesBOYAmt
Total Liabilities EOY$937,651TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$22,665,151NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$23,577,430NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionDOMESTIC FRATERNAL ORDER WHICH IS DEVOTED TO RELIGIOUS, CHARITABLE, SCIENTIFIC, LITERARY, EDUCATIONAL AND FRATERNAL PURPOSES.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
DescSERVICE TO THE FRATERNITY AND ITS BROTHERHOOD THROUGH EDUCATION AND SERVICE.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
DescPUBLICATIONS AND JOURNALS COVERING AREAS SUCH AS BROTHERHOOD, FREEDOM, AND SERVICE TO MANKIND.Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
DescFUNDRAISING ACTIVITIES IN SUPPORT OF CHARITABLE PROGRAMS FOR CHILDHOOD LANGUAGE DISORDER.Desc

Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp

FieldValueIRS element (for citing)
DescSUPPORT OF MUSEUM AND PUBLIC LIBRARY.Desc
FieldValueIRS element (for citing)
Described In Section501c30DescribedInSection501c3Ind
Schedule B Required0ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit CounselingYes (1)CreditCounselingInd
Temp Or Permanent Endowments0TempOrPermanentEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other SecYes (1)ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other AssetsYes (1)ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (1)IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To OrganizationsYes (1)GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With Officer Ent0BusinessRlnWithOfficerEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related EntityYes (1)RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document7IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee52EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitYes (1)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (1)Form990TFiledInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Indoor Tanning Services0IndoorTanningServicesInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members27GoverningBodyVotingMembersCnt
Independent Voting Member26IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local ChaptersYes (1)LocalChaptersInd
Policies Reference ChaptersYes (1)PoliciesReferenceChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEOYes (1)CompensationProcessCEOInd
Compensation Process OtherYes (1)CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldDCStatesWhereCopyOfReturnIsFldCd
Other WebsiteYes (X)OtherWebsiteInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1JORGE FRANCHIBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone2022323579PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11733 16TH STREET NWAddressLine1Txt
CityWASHINGTONCityNm
State AbbreviationDCStateAbbreviationCd
ZIP20009ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (34 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtHighest Compensated EmployeeHighestCompensatedEmployeeInd
RONALD A SEALE
GRAND COMMANDER20.0020.00Yes (X)Yes (X)$212,724$212,724$16,976
JAMES D COLE
LIEUTENANT GRAND COMMANDER1.00Yes (X)Yes (X)$0$0$0
ROBERT F HANNON
GRAND PRIOR1.00Yes (X)Yes (X)$0$0$0
STEPHEN M MUNSINGER
GRAND CHANCELLOR1.00Yes (X)Yes (X)$0$0$0
WILLIAM B BRUNK
GRAND MINISTER OF STATE1.00Yes (X)Yes (X)$0$0$0
GARY L SISSEL
GRAND SECRETARY GENERAL1.00Yes (X)Yes (X)$0$0$0
CHARLES V SEDERSTROM
GRAND TREASURER GENERAL1.00Yes (X)Yes (X)$0$0$0
LEONARD PRODEN
GRAND ALMONER1.00Yes (X)Yes (X)$0$0$0
WILLIAM J MOLLERE
GRAND ORATOR1.00Yes (X)Yes (X)$0$0$0
MICHAEL D SMITH
GRAND MASTER OF CEREMONIES1.00Yes (X)Yes (X)$0$0$0
JERRY B OLIVER
GRAND CHAMBERLAIN1.00Yes (X)Yes (X)$0$0$0
HUGH W GILL III
SECOND GRAND EQUERRY1.00Yes (X)Yes (X)$0$0$0
JOSEPH E ALEXANDER
GRAND STANDARD BEARER1.00Yes (X)Yes (X)$0$0$0
M DOUGLAS ADKINS
GRAND SWORD BEARER1.00Yes (X)Yes (X)$0$0$0
ROBERT W COCKERHAM
GRAND HERALD1.00Yes (X)Yes (X)$0$0$0
JACKSON YOST
TRUSTEE1.00Yes (X)$0$0$0
LEONARD E BUFFINGTON
TRUSTEE1.00Yes (X)$0$0$0
GARY W KUNEY
TRUSTEE1.00Yes (X)$0$0$0
ROGER D BARNETT
TRUSTEE1.00Yes (X)$0$0$0
JOHN L FARMER
TRUSTEE1.00Yes (X)$0$0$0
DALE GOEHRIG
TRUSTEE1.00Yes (X)$0$0$0
C JAMES GRAHAM
TRUSTEE1.00Yes (X)$0$0$0
ALVIN W JORGENSEN
TRUSTEE1.00Yes (X)$0$0$0
FRANK LOUI
TRUSTEE1.00Yes (X)$0$0$0
JOE R MANNING JR
TRUSTEE1.00Yes (X)$0$0$0
DAVID O MARTINEZ
TRUSTEE1.00Yes (X)$0$0$0
MARLIN L MILLS
TRUSTEE1.00Yes (X)$0$0$0
CHARLES I OTTEM
TRUSTEE1.00Yes (X)$0$0$0
JAMIE SMITH
TRUSTEE1.00Yes (X)$0$0$0
WILLIAM G SIZEMORE II
GRAND EXECUTIVE DIRECTOR8.0020.00Yes (X)$91,610$91,610$18,002
JORGE FRANCHI
CHIEF FINANCIAL OFFICER28.0010.40Yes (X)$136,864$50,835$39,957
ARTURO DEHOYOS
GRAND ARCHIVIST40.000.00$141,654$0$34,782Yes (X)
BARBARA GOLDEN
GENERAL COUNSEL40.000.00$135,718$0$22,233Yes (X)
DEAN ALBAN
DIR OF MEMBERSHIP40.000.00$149,917$0$33,414Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$868,487TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$355,169TotReportableCompRltdOrgAmt
Total Other Compensation$165,364TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K5IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (2 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
ROYLE PRINTING
745 S BIRD STREETSUN PRAIRIEWI53590JOURNAL PRINTING$203,613
MJO SERVICES LLC
1101 BUSINESS PARKWAY SOUTHWESTMINSTERMD21157MEMBERSHIP RENEWAL$118,263
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K2CntrctRcvdGreaterThan100KCnt
All Other Contributions$172AllOtherContributionsAmt
Total Contributions$172TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (5 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmtUnrelated Business RevenueUnrelatedBusinessRevenueAmt
MEMBER DUES900099$4,224,196$4,224,196
MASONIC MERCHANDISE900099$231,871$231,871
MEETINGS & REUNIONS900099$87,057$87,057
SCOTTISH RITE JOURNAL511120$66,485$8,973$57,512
BOOKS, TRANSCRIPTS & RITUALS541300$26,910$26,910
FieldValueIRS element (for citing)
Total Program Service Revenue$4,636,519TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$568,099TotalRevenueColumnAmt
Exclusion$568,099ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$1,350,000SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$1,262,774SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$87,226SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$87,226TotalRevenueColumnAmt
Exclusion$87,226ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp (3 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtExclusionExclusionAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
AFFINITY PROGRAMS900099$157,506$157,506
VALLEY SERVICES REVENUES900099$88,936$88,936
SENTIENAL PROGRAM REVENUE900099$42,835$42,835

Miscellaneous Revenue MiscellaneousRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,671TotalRevenueColumnAmt
Exclusion$1,671ExclusionAmt
FieldValueIRS element (for citing)
Other Revenue Total$290,948OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$5,582,964TotalRevenueColumnAmt
Related Or Exempt Func Income$4,710,778RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$57,512UnrelatedBusinessRevenueAmt
Exclusion$814,502ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$392,046TotalAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$489,380TotalAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$1,714,599TotalAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$137,025TotalAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$263,680TotalAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$142,736TotalAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$7,720TotalAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$34,913TotalAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$39,128TotalAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$78,826TotalAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$319,696TotalAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$329,042TotalAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$7,365TotalAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$44,391TotalAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmt
SRJ PRODUCTION$393,971
EDUCATION ACTIVITIES$246,583
PRINTING & PRODUCTION$144,332
MASONIC SUPPLIES$88,651

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$4,874,084TotalAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$601,670BOYAmt
EOY$1,094,420EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$24,867LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$0LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$24,867BOYAmt
EOY$24,867EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$16,013,446BOYAmt
EOY$15,121,636EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$5,970,538BOYAmt
EOY$6,441,545EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$1,008,478BOYAmt
EOY$1,832,613EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$23,618,999BOYAmt
EOY$24,515,081EOYAmt

Escrow Account Liability EscrowAccountLiabilityGrp

FieldValueIRS element (for citing)
BOY$719,173BOYAmt
EOY$733,377EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$234,675BOYAmt
EOY$204,274EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$953,848BOYAmt
EOY$937,651EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$22,665,104BOYAmt
EOY$23,577,430EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$47BOYAmt
EOY$0EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$22,665,151BOYAmt
EOY$23,577,430EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$23,618,999BOYAmt
EOY$24,515,081EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$708,880ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$203,446NetUnrlzdGainsLossesInvstAmt
Prior Period Adjustments-$47PriorPeriodAdjustmentsAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Info In Schedule O Part XIIYes (X)InfoInScheduleOPartXIIInd
Method Of Accounting OtherYes (X)MethodOfAccountingOtherInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Agent Trustee Etc0AgentTrusteeEtcInd
Incl Escrow Custodial Acct LiabYes (1)InclEscrowCustodialAcctLiabInd
Explanation ProvidedYes (X)ExplanationProvidedInd

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$24,867OtherCostOrOtherBasisAmt
Book Value$24,867BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$24,867TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp

FieldValueIRS element (for citing)
DescALTERNATIVE INVESTMENTSDesc
Book Value$6,441,545BookValueAmt
Method ValuationFMethodValuationCd
FieldValueIRS element (for citing)
Total Book Value Securities$6,441,545TotalBookValueSecuritiesAmt

Other Assets Org OtherAssetsOrgGrp (3 entries)

DescDescBook ValueBookValueAmt
DUE FROM HOUSE OF TEMPLE$1,598,275
DUE FROM PENSION TRUST$2,372
DUE FROM SCOTTISH RITE FOUNDATION$231,966
FieldValueIRS element (for citing)
Total Book Value Other Assets$1,832,613TotalBookValueOtherAssetsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)

DescDescAmtAmt
DUE TO VALLEY$173,709
DUE TO SCOTTISH RITE RESEARCH SOCIETY$9,303
PAYROLL TAXES/EMPLOYEE BENEFIT$21,262
FieldValueIRS element (for citing)
Total Liability$204,274TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$5,786,410TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$203,446NetUnrealizedGainsInvstAmt
Revenue Not Reported$203,446RevenueNotReportedAmt
Revenue Subtotal$5,582,964RevenueSubtotalAmt
Revenue Not Reported Fincl Stmt$0RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$5,582,964TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$4,874,084TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported$0ExpensesNotReportedAmt
Expenses Subtotal$4,874,084ExpensesSubtotalAmt
Expenses Not Rpt Fincl Stmt$0ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$4,874,084TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART IV, LINE 2B:THE SUPREME COUNCIL ACTS AS CUSTODIAN FOR FUNDS RECEIVED FROM SEVERAL SOUTHERN JURISDICTION FOREIGN MASONIC BODIES. AT DECEMBER 31, 2014, 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 STATEMENT OF ASSETS, LIABILITIES AND NET ASSETS - MODIFIED CASH BASIS OF THE SUPREME COUNCIL. THE ACTIVITIES OF THESE SOUTHERN FOREIGN MASONIC BODIES ARE NOT INCLUDED IN THE FINANCIAL STATEMENTS OF THE SUPREME COUNCIL.
PART X, LINE 2:THE SUPREME COUNCIL BELIEVES THAT IT HAS APPROPRIATE SUPPORT FOR ANY TAX POSITIONS TAKEN, AND AS SUCH, DOES NOT HAVE ANY UNCERTAIN TAX POSITIONS THAT ARE MATERIAL TO THE FINANCIAL STATEMENTS FOR THE YEAR ENDED DECEMBER 31, 2014. THE SUPREME COUNCIL BELIEVES IT IS GENERALLY NO LONGER SUBJECT TO U.S. FEDERAL, STATE, AND LOCAL INCOME TAX EXAMINATIONS BY TAXING AUTHORITIES FOR YEARS BEFORE 2011.

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (1)GrantRecordsMaintainedInd

Recipient Table RecipientTable

Recipient Business Name RecipientBusinessName

FieldValueIRS element (for citing)
Business Name Line1THE HOUSE OF THE TEMPLE HISTORIC PRESERVATION FOUNDATION INCBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line11733 16TH STREET NWAddressLine1Txt
CityWASHINGTONCityNm
State AbbreviationDCStateAbbreviationCd
ZIP20009ZIPCd
FieldValueIRS element (for citing)
Recipient EIN521664576RecipientEIN
IRC Section501(C)(3)IRCSectionDesc
Cash Grant$392,046CashGrantAmt
Purpose Of GrantCAPITAL CAMPAIGN WEBATHON, AND REPAIR & MAINTENCE OF THE TEMPLEPurposeOfGrantTxt
FieldValueIRS element (for citing)
Total501c3 Org1Total501c3OrgCnt
Total Other Org0TotalOtherOrgCnt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 2:FormAndLineReferenceDesc
ExplanationTHE SUPREME COUNCIL PROVIDES SUPPORT TO THE HOUSE OF THE TEMPLE HISTORIC PRESERVATION SOCIETY. THE HOUSE OF THE TEMPLE IS A FINANCIALLY INDEPENDENT ENTITY WITH A SIMILAR MEMBERSHIP AND MANAGEMENT AS THE SUPREME COUNCIL.ExplanationTxt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Club Dues Or FeesYes (X)ClubDuesOrFeesInd
Written Policy Ref T And E ExpnssYes (1)WrittenPolicyRefTAndEExpnssInd
Substantiation RequiredYes (1)SubstantiationRequiredInd
Compensation CommitteeYes (X)CompensationCommitteeInd
Form990 Of Other OrganizationsYes (X)Form990OfOtherOrganizationsInd
Written Employment ContractYes (X)WrittenEmploymentContractInd
Compensation SurveyYes (X)CompensationSurveyInd
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance Payment0SeverancePaymentInd
Supplemental Nonqual Rtr Plan0SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (6 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
RONALD A SEALE
GRAND COMMANDER$209,097$209,097$0$0$3,627$3,627$0$0$9,738$9,738$222,462$222,462$0$0
WILLIAM G SIZEMORE II
GRAND EXECUTIVE DIRECTOR$89,777$89,777$234$234$1,599$1,599$9,001$9,001$0$0$100,611$100,611$0$0
JORGE FRANCHI
CHIEF FINANCIAL OFFICER$136,438$50,677$426$158$0$0$14,102$5,238$15,341$5,698$166,307$61,771$0$0
ARTURO DEHOYOS
GRAND ARCHIVIST$141,045$0$609$0$0$0$14,719$0$22,563$0$178,936$0$0$0
BARBARA GOLDEN
GENERAL COUNSEL$135,109$0$609$0$0$0$13,984$0$10,749$0$160,451$0$0$0
DEAN ALBAN
DIR OF MEMBERSHIP$149,308$0$609$0$0$0$15,473$0$19,441$0$184,831$0$0$0

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 1AFormAndLineReferenceDesc
ExplanationTHE DUES OF THE SOVEREIGN GRAND COMMANDER, RONALD SEALE AND THE GRAND EXECUTIVE DIRECTOR, WILLIAM SIZEMORE II, ARE PAID BY THE SUPREME COUNCIL.ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (6 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION B, LINE 11THE FORM 990 WILL BE REVIEWED BY THE FINANCE CHAIRMAN/TREASURER, CHAIRMAN, E.D., 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 12CEACH OFFICER, TRUSTEE 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 15THE 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 RECOMMENDATION TO THE FULL FINANCE COMMITTEE.
FORM 990, PART VI, SECTION C, LINE 19THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST.
FORM 990, PART XII, LINE 1THE SUPREME COUNCIL PREPARES ITS FINANCIAL STATEMENTS ON A MODIFIED CASH BASIS OF ACCOUNTING, WHICH IS A BASIS OF ACCOUNTING OTHER THAN ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA.
FORM 990, PART XII, LINE 2CTHE AUDIT OVERSIGHT PROCESS HAS REMAINED UNCHANGED FROM THE PRIOR YEAR.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtPublic Charity StatusPublicCharityStatusTxtDirect Controlling NADirectControllingNACdControlled OrganizationControlledOrganizationInd
THE HOUSE OF THE TEMPLE HISTORIC PRESERVATION FOUNDATION
1733 16TH STREET NWWASHINGTONDC20009521664576RELATED CHARITABLE ORGANIZATIONDC501(C)(3)BOX 7N/A0
SCOTTISH RITE FOUNDATION SOUTHERN JURISDICTION USA INC
1733 16TH STREET NWWASHINGTONDC20009526054737RELATED CHARITABLE ORGANIZATIONDC501(C)(3)BOX 7N/A0
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts Rylts0ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth OrgYes (1)GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth Org0GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org0LoansOrGuaranteesFromOthOrgInd
Div Related Organization0DivRelatedOrganizationInd
Asset Sale To Other Org0AssetSaleToOtherOrgInd
Asset Purchase From Other Org0AssetPurchaseFromOtherOrgInd
Asset Exchange0AssetExchangeInd
Rental Of Facilities To Oth Org0RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org0RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org0PerformOfServicesForOthOrgInd
Perform Of Services By Other Org0PerformOfServicesByOtherOrgInd
Sharing Of FacilitiesYes (1)SharingOfFacilitiesInd
Paid Employees SharingYes (1)PaidEmployeesSharingInd
Reimbursement Paid To Other OrgYes (1)ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other OrgYes (1)ReimbursementPaidByOtherOrgInd
Transfer To Other Org0TransferToOtherOrgInd
Transfer From Other Org0TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp (5 entries)

Transaction TypeTransactionTypeTxtInvolvedInvolvedAmtMethod Of Amount DeterminationMethodOfAmountDeterminationTxt
HOUSE OF THE TEMPLE
Q$1,598,275BOOK VALUE
HOUSE OF THE TEMPLE
O$966,202BOOK VALUE
HOUSE OF THE TEMPLE
B$392,046BOOK VALUE
SCOTTISH RITE FOUNDATION
O$378,520BOOK VALUE
SCOTTISH RITE FOUNDATION
Q$231,966BOOK VALUE