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Ancient & Accepted Scottish Rite Of Free Masonry Southern Jurisdiction

Valley Of Ft Myers & Coord Bodies

Organization summary

Type of Nonprofit

Designated as a Domestic fraternal societies and associations, which devote their net earnings to charitable, fraternal and other specified purposes, but NOT to provide life, sickness, or accident benefits to their members.

Donations to this organization are tax deductible.

Summary charts: organization finances over time

Revenue
$109k (2023)

Expenses
$92k (2023)

Total Assets
$811k (2023)

Total Liabilities
$0 (2023)

Source: Form 990 tax filings from 2011 to 2023

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2023

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$109,185
Expenses
$91,972
Net Income
$17,213
Net Assets
$811,210
Notable Sources of Revenue Percent of Total Revenue
Contributions $11,778
10.8%
Program Services $63,014
57.7%
Investment Income $33,967
31.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $426
0.4%
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $811,210
Total Liabilities $0
Net Assets $811,210
Compensation
Key Employees and Officers Compensation Related Other
Clay W Taylor (Chairman/President Personal Representative) $0 $0 $0
Jim Hogg (Executive Committee General Voting Member) $0 $0 $0
Edgar Lanham (Executive Committee General Voting Member) $0 $0 $0
Chuck Machell (Executive Committee General Voting Member) $0 $0 $0
Ken Jordan (Executive Committee General Voting Member) $0 $0 $0
Fred Wright (General Secretary) $0 $0 $0
Peter Kolthammer (Treasurer) $0 $0 $0
Kevin Gouley (Vp Master Of Kadosh) $0 $0 $0
Bob Zimmerman (Vp Commander Of Council Of Kadosh) $0 $0 $0
Eduardo Sanchez (Vp Wise Master Chapter Rose Croix) $0 $0 $0
Bill Maddox (Vp Venerable Master Lodge Of Perfection) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2022

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$96,988
Expenses
$107,973
Net Income
-$10,985
Net Assets
$763,087
Notable Sources of Revenue Percent of Total Revenue
Contributions $12,276
12.7%
Program Services $36,724
37.9%
Investment Income $47,218
48.7%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $770
0.8%
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $763,087
Total Liabilities $0
Net Assets $763,087
Compensation
Key Employees and Officers Compensation Related Other
Clay W Taylor (Chairman/President Personal Representative) $0 $0 $0
Jim Hogg (Vp Master Of Kadosh) $0 $0 $0
Edgar Lanham (Executive Committee General Voting Member) $0 $0 $0
Chuck Machell (Executive Committee General Voting Member) $0 $0 $0
Ken Jordan (Executive Committee General Voting Member) $0 $0 $0
Fred Wright (General Secretary) $0 $0 $0
Peter Kolthammer (Treasurer) $0 $0 $0
Tom Elliott (Vp Master Of Kadosh) $0 $0 $0
Bobby Lippek (Vp Commander Of Council Of Kadosh) $0 $0 $0
John Reilly (Vp Wise Master Chapter Rose Croix) $0 $0 $0
Bob Sweet (Vp Venerable Master Lodge Of Perfection) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2021

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$93,860
Expenses
$75,414
Net Income
$18,446
Net Assets
$964,040
Notable Sources of Revenue Percent of Total Revenue
Contributions $10,564
11.3%
Program Services $51,162
54.5%
Investment Income $20,301
21.6%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising -$4,336
Sales of Assets $16,169
17.2%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $964,040
Total Liabilities $0
Net Assets $964,040
Compensation
Key Employees and Officers Compensation Related Other
Clay W Taylor (Chairman/President Personal Representative) $0 $0 $0
Harold Simpson (Voting Member Executive Board) $0 $0 $0
Edgar Lanham (Executive Committee General Voting Member) $0 $0 $0
Chuck Machell (Executive Committee General Voting Member) $0 $0 $0
Ken Jordan (Executive Committee General Voting Member) $0 $0 $0
Fred Wright (General Secretary) $0 $0 $0
Peter Kolthammer (Treasurer) $0 $0 $0
Jim Hogg (1st Vp Venerable Master Of Kadosh) $0 $0 $0
John Herman (Vp Commander Of Council Of Kadosh) $0 $0 $0
Jeff Nowak (Vp Wise Master Chapter Rose Croix) $0 $0 $0
Mike Meehan (Vp Venerable Master Lodge Of Perfection) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2020

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$76,458
Expenses
$79,906
Net Income
-$3,448
Net Assets
$945,594
Notable Sources of Revenue Percent of Total Revenue
Contributions $10,237
13.4%
Program Services $47,257
61.8%
Investment Income $17,208
22.5%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $6,532
8.5%
Net Inventory Sales -$4,776
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $945,594
Total Liabilities $0
Net Assets $945,594
Compensation
Key Employees and Officers Compensation Related Other
Clay W Taylor (Chairman Personal Representative) $0 $0 $0
Fred Wright (General Secretary) $0 $0 $0
Peter Kolthammer (Treasurer) $0 $0 $0
Harold Simpson (President, Master Of Kadosh) $0 $0 $0
Jim Hogg (1st Vp Prior Of Kadosh) $0 $0 $0
Jeff Zimmerman (Vp Commander Of Council Of Kadosh) $0 $0 $0
Tom Elliott (Vp Wise Master Chapter Rose Croix) $0 $0 $0
John Reilly (Vp Venerable Master Lodge Of Perfection) $0 $0 $0
George Baliotis (Executive Committee General Voting Member) $0 $0 $0
Rich Bayly (Executive Committee General Voting Member) $0 $0 $0
Chuck Machell (Executive Committee General Voting Member) $0 $0 $0
Ken Jordan (Executive Committee General Voting Member) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2019

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
-$494,768
Expenses
$80,761
Net Income
-$575,529
Net Assets
$917,517
Notable Sources of Revenue Percent of Total Revenue
Contributions $8,871
Program Services $47,056
Investment Income $19,665
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$572,491
Net Inventory Sales $2,131
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $917,517
Total Liabilities $0
Net Assets $917,517

Document Links

Fiscal Year Ending Dec.
2018

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$65,636
Expenses
$93,675
Net Income
-$28,039
Net Assets
$876,167
Notable Sources of Revenue Percent of Total Revenue
Contributions $4,152
6.3%
Program Services $42,016
64.0%
Investment Income $9,415
14.3%
Bond Proceeds $0
Royalties $0
Rental Property Income $1,600
2.4%
Net Fundraising $0
Sales of Assets $6,954
10.6%
Net Inventory Sales $1,499
2.3%
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $876,167
Total Liabilities $0
Net Assets $876,167

Document Links

Fiscal Year Ending Dec.
2017

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$85,517
Expenses
$88,179
Net Income
-$2,662
Net Assets
$938,106
Notable Sources of Revenue Percent of Total Revenue
Contributions $67,984
79.5%
Program Services $0
Investment Income $5,533
6.5%
Bond Proceeds $0
Royalties $0
Rental Property Income $5,000
5.8%
Net Fundraising $0
Sales of Assets $7,000
8.2%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $938,106
Total Liabilities $0
Net Assets $938,106

Document Links

Fiscal Year Ending Dec.
2016

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$63,151
Expenses
$99,559
Net Income
-$36,408
Net Assets
$899,691
Notable Sources of Revenue Percent of Total Revenue
Contributions $56,763
89.9%
Program Services $0
Investment Income -$612
Bond Proceeds $0
Royalties $0
Rental Property Income $5,000
7.9%
Net Fundraising $0
Sales of Assets $2,000
3.2%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $899,691
Total Liabilities $0
Net Assets $899,691

Document Links

Fiscal Year Ending Dec.
2015

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$81,495
Expenses
$79,985
Net Income
$1,510
Net Assets
$917,382
Notable Sources of Revenue Percent of Total Revenue
Contributions $65,014
79.8%
Program Services $0
Investment Income $3,520
4.3%
Bond Proceeds $0
Royalties $0
Rental Property Income $5,200
6.4%
Net Fundraising $0
Sales of Assets $7,761
9.5%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $917,382
Total Liabilities $0
Net Assets $917,382

Document Links

Fiscal Year Ending Dec.
2014

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$80,484
Expenses
$76,934
Net Income
$3,550
Net Assets
$1,251,908
Notable Sources of Revenue Percent of Total Revenue
Contributions $64,003
79.5%
Program Services $0
Investment Income $3,777
4.7%
Bond Proceeds $0
Royalties $0
Rental Property Income $5,088
6.3%
Net Fundraising $0
Sales of Assets $7,616
9.5%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $1,251,908
Total Liabilities $0
Net Assets $1,251,908
Compensation
Key Employees and Officers Compensation Related Other
Richard Bayly (Master Of Kadosh) $0 $0 $0
Bob Holland (Commander Counsil Of Kadosh) $0 $0 $0
Cecil Akins (Chapter Of Rose And Croix) $0 $0 $0
Edwardo Sanchez (Lodge Of Perfection) $0 $0 $0
Edward Mcculler (Personal Representative) $0 $0 $0
Fred Wright (Secretary) $0 $0 $0
Monty D Sink (Treasurer) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2013

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$65,799
Expenses
$77,555
Net Income
-$11,756
Net Assets
$1,248,358
Notable Sources of Revenue Percent of Total Revenue
Contributions $53,385
81.1%
Program Services $0
Investment Income $3,399
5.2%
Bond Proceeds $0
Royalties $0
Rental Property Income $5,088
7.7%
Net Fundraising $0
Sales of Assets $3,927
6.0%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $1,248,358
Total Liabilities $0
Net Assets $1,248,358
Compensation
Key Employees and Officers Compensation Related Other
Ted Adams (Master Of Kadosh) $0 $0 $0
Richard Bayly (Prior) $0 $0 $0
Clay Taylor (Preceptor) $0 $0 $0
Ted Connally (Chancellor) $0 $0 $0
Bill Jones (Minister Of State) $0 $0 $0
Gordon Fore (Secretary) $0 $0 $0
Vernon Ellis (Treasurer) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2012

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$94,633
Expenses
$91,566
Net Income
$3,067
Net Assets
$1,260,114
Notable Sources of Revenue Percent of Total Revenue
Contributions $47,811
50.5%
Program Services $0
Investment Income $9,290
9.8%
Bond Proceeds $0
Royalties $0
Rental Property Income $3,200
3.4%
Net Fundraising $0
Sales of Assets $34,332
36.3%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $1,260,114
Total Liabilities $0
Net Assets $1,260,114

Document Links

Fiscal Year Ending Dec.
2011

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$197,630
Expenses
$218,571
Net Income
-$20,941
Net Assets
$1,257,047
Notable Sources of Revenue Percent of Total Revenue
Contributions $144,094
72.9%
Program Services $0
Investment Income $41,922
21.2%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $11,614
5.9%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $1,257,047
Total Liabilities $0
Net Assets $1,257,047

Document Links

Fiscal Year Ending Dec.
2010

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2009

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2008

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2007

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2005

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

About This Data

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

Get the Data

For those interested in acquiring the original data from the source, here’s where our data comes from:

  • Raw filing data. Includes EINs and summary financials as structured data.
  • Exempt Organization profiles. Includes organization names, addresses, etc. You can merge this with the raw filing data using EIN numbers.
  • Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
  • Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
  • Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

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