2023-12-14T09:48:52-06:00 2023-07-31 510267254 BUMPERS & COMPANY 1104 PHILADELPHIA PIKE WILMINGTON DE 198092031 990 2022-08-01 510011572 ANCIENT ACCEPTED SCOTTISH RITE OF FREE MASONRY NMJ ANCI 3029986475 818 NORTH MARKET STREET 3RD FLOOR WILMINGTON DE 198013087 RICKY L SWALM DEPUTY AND PRESIDENT 3029986475 2023-12-12 1 RICKY SWALM 999009999 0 DOUGLAS S KOOK CPA P01332907 3027983300 2023-12-12 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z VALLEY OF WILMINGTON RICKY L SWALM 818 N MARKET STREET 3RD FL WILMINGTON DE 198013087 451796 0 0259 X WWW.SCOTTISHRITENMJ.ORG X 1910 DE STRENGTHEN THE MASONIC WAY OF LIFE BY IMPROVING THE INDIVIDUAL CHARACTER, LEADERSHIP, AND SPIRIT OF ITS MEMBERS THROUGH RELEVANT PROGRAMS. INSPIRE MEN TO SUPPORT THE PRINCIPLES OF THE FREEMASONRY AND PROMOTE FAMILY AND COMMUNITY VALUES. SERVE MANKIND THROUGH THE IMPACT OF EXTENSIVE CHARITABLE OUTREACH. 4 4 1 75 0 0 1010 1308 76306 71498 114046 67983 1683 4050 193045 144839 0 0 0 0 17577 18438 0 0 0 180194 153585 197771 172023 -4726 -27184 1169011 1138704 339 339 1168672 1138365 DOMESTIC FRATERNAL ORGANIZATION 0 0 NEWSLETTERS, PUBLICATIONS, MEETINGS, AND OTHER SOCIAL EVENTS PREPARED AND SPONSORED BY THE ORGANIZATION FOR THE BENEFIT OF APPROXIMATELY 931 MEMBERS. PROVIDED SUPPORT TO MILITARY FAMILIES AND YOUTH ORGANIZATIONS. PROVIDED ASSISTANCE TO INDIVIDUAL MEMBERS. 0 0 0 0 0 0 0 0 1 1 0 0 0 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 X 4 4 0 0 0 0 1 1 1 1 1 0 1 1 1 1 1 1 1 1 0 1 0 X X RICKY L SWALM 3029986475 818 NORTH MARKET STREET 3RD FLOOR WILMINGTON DE 198013087 CESAR E ANICENTO TREASURER AND TRUSTEE 5.00 X X 0 0 0 DALE T IRWIN TRUSTEE 1.00 X 0 0 0 KENNARD BROWN TRUSTEE 1.00 X 0 0 0 WILLIAM J SHAW TRUSTEE 1.00 X 0 0 0 RONALD P FERRARO TRUSTEE 1.00 X 0 0 0 STEVE TUCKER TRUSTEE 1.00 X 0 0 0 RICKY L SWALM DEPUTY AND PRESIDENT 5.00 X 0 0 0 JAMES M BRADY SECRETARY 18.00 X 15300 0 0 STEPHEN MCCARTHY ACTIVE AND VICE PRESIDENT 5.00 X 0 0 0 15300 0 0 0 0 0 0 0 1308 1308 MEMBERSHIP DUES 900099 67873 67873 MEMBERSHIP EVENTS 900099 3625 3625 71498 14341 14341 349085 295443 53642 53642 53642 15564 11514 4050 4050 144839 71498 0 72033 X 15300 3138 7650 11545 1570 3407 25437 4903 ACTIVITIES & PROMOTION 59824 SCHOLARSHIPS 9528 SUPREME COUNCIL MEETING 7868 MEMBERSHIP DEVELOPMENT 5439 16414 172023 11992 8595 5369 95519 191979 69511 127371 122468 1024279 875805 0 36317 1169011 1138704 339 339 339 339 X 1168672 1138365 1168672 1138365 1169011 1138704 -27184 -3123 0 X X 1 X 0 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 290455 15828 60175 246108 368186 -39730 38001 290455 280154 92032 4000 368186 289944 14710 24500 280154 288373 8571 7000 289944 1.00000 0.00000 0.00000 0 0 164288 43850 120438 27691 25661 2030 122468 PAYROLL TAX WITHHELD 339 339 PART V, LINE 4: BOARD DESIGNATED FUNDS ARE FOR THE FURTHERANCE OF CHARITABLE, EDUCATIONAL, AND BENEVOLENT PURPOSES. GOLF OUTING 15564 15564 11514 15564 15564 11514 11514 4050 FORM 990, PART VI, SECTION A, LINE 6 ALL OF THE APPROXIMATELY 931 MEMBERS OF THE ORGANIZATION HAVE THE RIGHT TO NOMINATE AND ELECT ONE OR MORE MEMBERS OF THE GOVERNING BODY AND TO APPROVE OF SIGNIFICANT DECISIONS OF THE GOVERNING BODY. FORM 990, PART VI, SECTION A, LINE 7A ALL OF THE APPROXIMATELY 931 MEMBERS OF THE ORGANIZATION HAVE THE RIGHT TO NOMINATE AND ELECT ONE OR MORE MEMBERS OF THE GOVERNING BODY. FORM 990, PART VI, SECTION A, LINE 7B THERE ARE NO SPECIFIC DECISIONS THAT REQUIRE APPROVAL, HOWEVER, DECISIONS OF THE GOVERNING BODY CAN BE CHALLENGED BY MEMBERS OF THE ORGANIZATION. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS REVIEWED AT A MEETING OF THE GOVERNING BODY PRIOR TO APPROVAL BY THE SUPREME COUNCIL AND FILING WITH THE DEPARTMENT OF THE TREASURY. FORM 990, PART VI, SECTION B, LINE 12C BOARD IS ASKED TO DISCLOSE, MONITOR AND REVIEW ANY CONFLICT OF INTEREST. FORM 990, PART VI, SECTION B, LINE 15B COMPENSATION FOR OFFICERS IS DETERMINED BY THE FINANCE COMMITTEE. THE COMPENSATION IS DELIBERATED AMONG THE FINANCE COMMITTEE AND THE OFFICER WHO RECEIVES COMPENSATION IS NOT PART OF THE COMMITTEE NOR HAS INFLUENCE OVER THE COMMITTEE. FORM 990, PART VI, SECTION C, LINE 18 THE FORM 990 IS AVAILABLE UPON REQUEST FROM THE SECRETARY AT THE ORGANIZATION'S OFFICE ADDRESS OR ONLINE AT WWW.GUIDESTAR.ORG. FORM 990, PART VI, SECTION C, LINE 19 DOCUMENTS ARE AVAILABLE UPON REQUEST FROM THE SECRETARY AT THE ORGANIZATION'S OFFICE ADDRESS. FORM 990, PART IX, LINE 24E DONATION EXPENSE 4,850. COUNCIL OF DELIBERATION 3,108. REGALIA EXPENSE 2,047. PARKING EXPENSE 1,853. MISCELLANEOUS EXPENSE 1,779. PRINTING 1,527. POSTAGE 480. CEREMONIAL/AWARDS 375. BANK CHARGES 320. BUILDING MAINTENACE 75. FORM 990 PATR XII LINE 2C THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.