2014-08-14T08:12:25-05:00 2013-12-31 521855942 TATE AND TRYON 2021 L STREET NW SUITE 400 WASHINGTON DC 20036 990 2013-01-01 530152875 THE SUPREME COUNCIL 33 ANC & ACCEPTED SCOTTISH RITE OF FREEMASONRY S JR USA SUPR 2022323579 1733 16TH STREET NW WASHINGTON DC 20009 WILLIAM G SIZEMORE GRAND EXECUTIVE DIRECTOR 2022323579 2014-07-28 1 FREDERICK LONGWOOD P00439715 2022932200 2013 2015-11-30 17:44:51Z WILLIAM G SIZEMORE II 1733 16TH STREET NW WASHINGTON DC 20009 7138601 0 X WWW.SCOTTISHRITE.ORG X 1801 SC DOMESTIC FRATERNAL ORDER WHICH IS DEVOTED TO RELIGIOUS CHARITABLE, SCIENTIFIC, LITERARY, EDUCATIONAL AND FRATERNAL PURPOSES. 27 26 60 35 18000 -11780 220195 362287 3728694 3386980 2050691 992951 335780 325438 6335360 5067656 496784 593206 0 0 2768605 2992321 0 0 0 2141986 2274894 5407375 5860421 927985 -792765 22575065 23618999 1039328 953848 21535737 22665151 X 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. FUNDRAISING ACTIVITIES IN SUPPORT OF CHARITABLE PROGRAMS FOR CHILDHOOD LANGUAGE DISORDER. SUPPORT OF MUSEUM AND PUBLIC LIBRARY. 0 1 0 0 0 0 0 1 0 1 1 0 0 1 1 1 0 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 10 0 1 60 1 1 1 0 0 0 0 0 X 27 26 1 0 0 0 0 0 0 1 1 0 1 1 1 1 1 1 1 1 1 1 0 DC X X JORGE FRANCHI 2022323579 1733 16TH STREET NW WASHINGTON DC 20009 RONALD A SEALE SOVEREIGN GRAND COMMANDER 20.00 20.00 X X 206447 206447 2930 JAMES D COLE LIEUTENANT GRAND COMMANDER 1.00 20.00 X X 0 0 0 ROBERT F HANNON GRAND PRIOR 1.00 0.00 X X 0 0 0 STEPHEN M MUNSINGER GRAND CHANCELLOR 1.00 0.00 X X 0 0 0 WILLIAM B BRUNK GRAND MINISTER OF STATE 1.00 20.00 X X 0 0 0 GARY L SISSEL GRAND SECRETARY GENERAL 1.00 0.00 X X 0 0 0 CHARLES V SEDERSTROM GRAND TREASURER GENERAL 1.00 0.00 X X 0 0 0 LEONARD PRODEN GRAND ALMONER 1.00 0.00 X X 0 0 0 WILLIAM J MOLLERE GRAND ORATOR 1.00 0.00 X X 0 0 0 MICHAEL D SMITH GRAND MASTER OF CEREMONIES 1.00 0.00 X X 0 0 0 JERRY B OLIVER GRAND CHAMBERLAIN 1.00 0.00 X X 0 0 0 THOMAS E PAYNE III FIRST GRAND EQUERRY 1.00 0.00 X X 0 0 0 HUGH W GILL III SECOND GRAND EQUERRY 1.00 0.00 X X 0 0 0 JOSEPH E ALEXANDER GRAND STANDARD BEARER 1.00 0.00 X X 0 0 0 M DOUGLAS ADKINS GRAND SWORD BEARER 1.00 0.00 X X 0 0 0 ROBERT W COCKERHAM GRAND HERALD 1.00 0.00 X X 0 0 0 JACKSON YOST TRUSTEE 1.00 0.00 X 0 0 0 LEONARD E BUFFINGTON TRUSTEE 1.00 0.00 X 0 0 0 GARY W KUNEY TRUSTEE 1.00 0.00 X 0 0 0 ROGER D BARNETT TRUSTEE 1.00 0.00 X 0 0 0 JOHN L FARMER TRUSTEE 1.00 0.00 X 0 0 0 DALE GOEHRIG TRUSTEE 1.00 0.00 X 0 0 0 C JAMES GRAHAM TRUSTEE 1.00 0.00 X 0 0 0 ALVIN W JORGENSEN TRUSTEE 1.00 0.00 X 0 0 0 FRANK LOUI TRUSTEE 1.00 0.00 X 0 0 0 JOE R MANNING JR TRUSTEE 1.00 0.00 X 0 0 0 DAVID O MARTINEZ TRUSTEE 1.00 0.00 X 0 0 0 MARLIN L MILLS TRUSTEE 1.00 0.00 X 0 0 0 CHARLES I OTTEM TRUSTEE 1.00 0.00 X 0 0 0 JAMIE SMITH TRUSTEE 1.00 0.00 X 0 0 0 WILLIAM G SIZEMORE GRAND EXECUTIVE DIRECTOR 20.00 20.00 X 92738 92738 8682 JORGE I FRANCHI CHIEF FINANCIAL OFFICER 28.00 10.40 X 133244 49490 22388 WILLIAM G SIZEMORE II DIRECTOR OF OPERATIONS 40.00 0.00 X 138216 67044 10307 ARTURO DEHOYOS GRAND ARCHIVIST 40.00 0.00 X 139158 0 17091 BARBARA GOLDEN GENERAL COUNSEL 40.00 0.00 X 147169 0 14993 DEAN ALBAN DIR OF MEMBERSHIP 40.00 0.00 X 164681 0 20727 1021653 415719 97118 6 0 1 0 ROYLE PRINTING 745 S BIRD STREET SUN PRAIRIE WI 53590 JOURNAL PRINTING 358473 MJO SERVICES LLC 1101 BUSINESS PARKWAY SOUTH WESTMINSTER MD 21157 MEMBERSHIP RENEWAL 187837 2 362287 362287 MEMBER DUES 900099 2956903 2956903 MASONIC MERCHANDISE 900099 232327 232327 MEETINGS & REUNIONS 900099 91076 91076 SCOTTISH RITE JOURNAL 511120 80811 62811 18000 BOOKS, TRANSCRIPTS & RITUALS 541300 25863 25863 3386980 727606 727606 2336290 2070945 265345 265345 265345 AFFINITY PROGRAMS 900099 166449 166449 VALLEY SERVICES REVENUES 900099 112999 112999 SENTIENAL PROGRAM REVENUE 900099 42795 42795 3195 3195 325438 5067656 3524774 18000 1162595 593206 605193 1750404 218540 274584 143600 3773 35499 23552 82792 359105 164100 505612 49547 SRJ PRODUCTION 397376 MASONIC SUPPLIES 232791 EDUCATION ACTIVITIES 205464 PRINTING & PRODUCTION 153617 61666 5860421 1318607 601670 24867 0 24867 24867 16293498 16013446 3775600 5970538 1162493 1008478 22575065 23618999 872971 719173 166357 234675 1039328 953848 X 21535690 22665104 47 47 21535737 22665151 22575065 23618999 -792765 1922179 0 X X 0 1 X 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 X 24867 24867 24867 ALTERNATIVE INVESTMENTS 5970491 F RABBI TRUST ASSETS 47 F 5970538 DUE TO VALLEY 178006 DUE TO SCOTTISH RITE RESEARCH SOCIETY 46339 PAYROLL TAXES/EMPLOYEE BENEFIT 10330 234675 X 6989835 1922179 1922179 5067656 0 5067656 5860421 0 5860421 0 5860421 PART IV, LINE 2B: THE SUPREME COUNCIL ACTS AS CUSTODIAN FOR FUNDS RECEIVED FROM SEVERAL SOUTHERN JURISDICTION FOREIGN MASONIC BODIES. ON DECEMBER 31, 2013 AND 2012, 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, 2013. 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 2010. 1 THE HOUSE OF THE TEMPLE HISTORIC PRESERVATION FOUNDATION INC 1733 16TH STREET NW WASHINGTON DC 20009 521664576 501(C)(3) 591706 CAPITAL CAMPAIGN WEBATHON, 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 A SIMILAR MEMBERSHIP AND MANAGEMENT AS THE SUPREME COUNCIL. X 1 1 X X X X X 0 0 0 RONALD A SEALE SOVEREIGN GRAND COMMANDER 203249 203249 0 0 3198 3198 0 0 2715 2715 209162 209162 0 0 WILLIAM G SIZEMORE GRAND EXECUTIVE DIRECTOR 92738 92738 0 0 0 0 4289 4289 1094 1094 98121 98121 0 0 JORGE I FRANCHI CHIEF FINANCIAL OFFICER 132818 49332 426 158 0 0 13693 5086 3682 1368 150619 55944 0 0 WILLIAM G SIZEMORE II DIRECTOR OF OPERATIONS 137607 67044 609 0 0 0 9075 1232 0 0 147291 68276 0 0 ARTURO DEHOYOS GRAND ARCHIVIST 138549 0 609 0 0 0 14432 0 5159 0 158749 0 0 0 BARBARA GOLDEN GENERAL COUNSEL 133367 0 609 0 13193 0 11856 0 3137 0 162162 0 0 0 DEAN ALBAN DIR OF MEMBERSHIP 145845 0 609 0 18227 0 15171 0 5556 0 185408 0 0 0 PART I, LINE 1A THE DUES OF THE SOVEREIGN GRAND COMMANDER, RONALD SEALE AND THE GRAND EXECUTIVE DIRECTOR, WILLIAM SIZEMORE, ARE PAID BY THE SUPREME COUNCIL. FORM 990, PART VII & SCH. J, PART II THE COMPENSATION OF THE OFFICERS AND KEY EMPLOYEES REPORTED ON PART II OF SCHEDULE J, AS WELL AS PART VII OF THE CORE FORM 990, IS PAID TO THESE INDIVIDUALS BY THE SUPREME COUNCIL, 33 AASR OF FREEMASONRY, SJ, USA. THE SUPREME COUNCIL ACTS AS THE COMMON PAYMASTER FOR THE SCOTTISH RITE FOUNDATION AND THE HOUSE OF THE TEMPLE HISTORIC PRESERVATION FOUNDATION, AND IS REIMBURSED FOR ALL PAYROLL COSTS AND EXPENSES EXPENDED ON BEHALF OF THE SCOTTISH RITE FOUNDATION AND THE HOUSE OF THE TEMPLE HISTORIC PRESERVATION FOUNDATION. FORM 990, PART VI, SECTION A, LINE 2 ADMIRAL WILLIAM G. SIZEMORE (GENE) WAS GRAND EXECUTIVE DIRECTOR UNTIL 8/31/2013 AT WHICH TIME HIS SON, ADMIRAL WILLIAM G. SIZEMORE II (BILL) WAS PROMOTED FROM DIRECTOR OF OPERATIONS TO GRAND EXECUTIVE DIRECTOR. BILL WAS HIRED TO REPLACE GENE. FORM 990, PART VI, SECTION B, LINE 11 THE 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 12C EACH 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 15 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 RECOMMENDATION 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 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 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) BOX 7 N/A 0 SCOTTISH RITE FOUNDATION SOUTHERN JURISDICTION USA INC 1733 16TH STREET NW WASHINGTON DC 20009 526054737 RELATED CHARITABLE ORGANIZATION DC 501(C)(3) BOX 7 N/A 0 SCOTTISH RITE RESERACH SOCIETY 1733 16TH STREET NW WASHINGTON DC 20009 521737035 RELATED CHARITABLE ORGANIZATION DC 501(C)(3) BOX 7 N/A 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 1 0 1 0 0 HOUSE OF THE TEMPLE B 591706 BOOK VALUE HOUSE OF THE TEMPLE O 916279 BOOK VALUE SCOTTISH RITE FOUNDATION O 328654 BOOK VALUE SCOTTISH RITE FOUNDATION Q 57460 BOOK VALUE HOUSE OF THE TEMPLE Q 794522 BOOK VALUE