2025-11-17T17:22:28-05:00 2024-12-31 815081933 PAUL J CHRISTENSEN & ASSOCIATES LLC 2110 AUSTIN AVE WACO TX 76701 990 2024-01-01 741301977 ANCIENT & ACCEPTED SCOTTISH RITE VALLEY OF WACO & COORD BODIES ANCI 2547521618 PO BOX 32508 WACO TX 767032508 MIKE WALDROP SECRETARY 2547521618 2025-11-17 true false PAUL J CHRISTENSEN CPA P01370407 2547523436 2025-11-14 X 2024 2025-03-06 01:10:19Z WACO SCOTTISH RITE BODIES MIKE WALDROP 2801 WEST WACO DRIVE WACO TX 76707 146750 false X X 1958 TX TO IMPROVE OUR MEMBERS AND ENHANCE THE COMMUNITIES IN WHICH THEY LIVE BY TEACHING AND EMULATING THE PRINCIPLES OF BROTHERLY LOVE, TOLERANCE, CHARITY, AND TRUTH WHILE ACTIVELY ENBRACING HIGH SOCIAL, MORAL, AND SPIRITUAL VALUES INCLUDING FELLOWSHIP, COMPASSION,AND DEDICATION TO GOD, FAMILY AND COUNTRY. 8 8 3 0 121810 37849 0 102148 86569 19363 19284 243321 143702 0 0 107632 124616 0 0 208175 225602 315807 350218 -72486 -206516 2956206 3055581 126894 204171 2829312 2851410 X TO IMPROVE OUR MEMBERS AND ENHANCE THE COMMUNITIES IN WHICH THEY LIVE BY TEACHING AND EMULATING THE PRINCIPLES OF BROTHERLY LOVE, TOLERANCE, CHARITY, AND TRUTH WHILE ACTIVELY ENBRACING HIGH SOCIAL, MORAL, AND SPIRITUAL VALUES INCLUDING FELLOWSHIP, COMPASSION,AND DEDICATION TO GOD, FAMILY AND COUNTRY. false false TO IMPROVE AND EXPAND COMRADERY BETWEEN MEN OF THE SURROUNDING COMMUNITIES THROUGH FELLOWSHIP AND WORKS TO IMPROVE AND EXPAND COMRADERY BETWEEN MEN OF THE SURROUNDING COMMUNITIES THROUGH FELLOWSHIP AND WORKS false false false false false false false false true false true false false true true true false false false false false false false false false false false false false false false false false false false false false false false false true false false true 0 0 true 3 true false false false false false false false false X 8 8 false false false false false false false true true false false false true false false true true false false false X WACO SCOTTISH RITE 2547521618 2801 WEST WACO DRIVE WACO TX 76707 MIKE WALDROP SECRETARY 40.00 X X 54843 0 0 DOUG FITZJARRELL DIRECTOR X 0 0 0 WL RUSTY GARRETT CHAIRMAN X X 0 0 0 TOMMY GRUSENDORF ALMONER X 0 0 0 CAMERON M TALBERT III TREASURER X 0 0 0 CHAD LOCKER WEST TEXAS M X 0 0 0 JIMMY RUMSEY REUNION DIRE X 0 0 0 KEVIN WILBOURN DIRECTOR X 0 0 0 54843 false false false 30502 7347 37849 86569 -16020 102589 2931 3048 -117 -117 DEGREE FEES 900099 18075 18075 MISCELLANEOUS 900099 1326 1326 19401 143702 3264 102589 54843 54843 54452 54452 6876 6876 8445 8445 6500 6500 17718 17718 12344 12344 982 982 72000 72000 8902 8902 8631 8631 49691 49691 10549 10549 ADVISORY COUNCIL EXPENSES 12798 12798 REPAIRS & MAINTENANCE 10070 10070 REUNION EXPENSES 7790 7790 DONATIONS 5135 5135 2492 2492 350218 93128 257090 0 117430 63912 465 150 140000 13127 13127 2822211 2835577 2973 2815 2956206 3055581 10120 17088 71148 141457 45626 45626 126894 204171 X 2829312 2851410 2829312 2851410 2956206 3055581 X -206516 228614 X false false 855467 3172 7 5470 853176 857685 3798 6 6023 855467 858265 3117 4 3701 857685 857084 2730 1 1550 858265 847882 10046 2 846 857084 false false INVESTMENTS 2835577 F 2835577 DUE TO SUPREME COUNCIL A. & A.S.R. 45344 DUE TO SCOTTISH RITE CHARITABLE FOUN 282 45626 X 143702 143702 143702 350218 350218 350218 SCHEDULE D, PAGE 2, PART V, LINE 4 PERMANENT ENDOWED MEMBERSHIP FUNDS ARE TO REMAIN UNDISBURSED. TEMPORARILY RESTRICTED LIFE MEMBERSHIP FUNDS ARE RELEASED FROM RESTRICTION UPON DEATH, WITHDRAWAL OR SUSPENSION OF THE LIFE MEMBER CONTRIBUTING THE FUNDS AND CAN THEN BE USED FOR OPERATING EXPENSES OF THE ORGANIZATION. TEMPORARILY RESTRICTED ALMONER'S FUNDS MAY BE DISBURSED AT THE ALMONER'S DISCRETION FOR CHARITABLE PURPOSES. SCHEDULE D, PAGE 3, PART X THE LODGE IS EXEMPT FROM INCOME TAX UNDER SECTION 501(C)(10) OF THE INTERNAL REVENUE CODE, EXCEPT TO THE EXTENT IT HAS UNRELATED BUSINESS TAXABLE INCOME. THE LODGE HAS NO MATERIAL UNRELATED BUSINESS INCOME FOR THE YEAR ENDED DECEMBER 31, 2024. ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE THAT THE LODGE RECOGNIZE IN THE SOCIETY'S FINANCIAL STATEMENTS THE FINANCIAL EFFECTS OF A TAX POSITION, IF THAT POSITION IS MORE LIKELY THAN NOT OF BEING SUSTAINED UPON EXAMINATION, INCLUDING RESOLUTION OF ANY APPEALS OR LITIGATION PROCESSES, BASED UPON THE TECHNICAL MERITS OF THE TAX POSITION. THE NEW REQUIREMENTS ALSO PROVIDE GUIDANCE ON MEASUREMENT, CLASSIFICATION, INTEREST AND PENALTIES, AND DISCLOSURE. TAX POSITIONS TAKEN RELATED TO THE SOCIETY'S TAX-EXEMPT STATUS, UNRELATED BUSINESS ACTIVITIES TAXABLE INCOME AND DEDUCTIBILITY OF EXPENSES AND OTHER MISCELLANEOUS TAX POSITIONS HAVE BEEN REVIEWED, AND MANAGEMENT IS OF THE OPINION THAT MATERIAL POSITIONS TAKEN WOULD MORE LIKELY THAN NOT BE SUSTAINED BY EXAMINATION. ACCORDINGLY, THE LODGE HAS NOT RECORDED AN INCOME TAX LIABILITY FOR UNCERTAIN TAX BENEFITS. FOR THE YEAR ENDED DECEMBER 31, 2024, THERE WERE NO INTEREST OR PENALTIES RELATED TO INCOME TAXES RECORDED OR INCLUDED IN THE FINANCIAL STATEMENTS. AS OF DECEMBER 31, 2024, THE LODGE'S FEDERAL RETURNS OF ORGANIZATION EXEMPT FROM INCOME TAX (FORM 990) ARE SUBJECT TO EXAMINATION BY THE IRS, GENERALLY FOR THREE YEARS AFTER THEY WERE FILED. SCHEDULE D, PAGE 4, PART XI, LINE 2D COGS OFFSET AGAINST REVENUE ON 990 0 SCHEDULE D, PAGE 4, PART XI, LINE 4B INVESTMENT FEES OFFSET AGAINST INVESTMENT INCOME IN AUDIT 0 SCHEDULE D, PAGE 4, PART XII, LINE 2D COGS OFFSET AGAINST REVENUE ON 990 0 SCHEDULE D, PAGE 4, PART XII, LINE 4B INVESTMENT FEES OFFSET AGAINST INVESTMENT INCOME IN AUDIT 0 FORM 990 - ORGANIZATION'S MISSION TO IMPROVE OUR MEMBERS AND ENHANCE THE COMMUNITIES IN WHICH THEY LIVE BY TEACHING AND EMULATING THE PRINCIPLES OF BROTHERLY LOVE, TOLERANCE, CHARITY, AND TRUTH WHILE ACTIVELY ENBRACING HIGH SOCIAL, MORAL, AND SPIRITUAL VALUES INCLUDING FELLOWSHIP, COMPASSION,AND DEDICATION TO GOD, FAMILY AND COUNTRY. FORM 990, PAGE 2, PART III, LINE 4D TO IMPROVE AND EXPAND COMRADERY BETWEEN MEN OF THE SURROUNDING COMMUNITIES THROUGH FELLOWSHIP AND WORKS FORM 990, PAGE 6, PART VI, LINE 11B NO REVIEW HAS BEEN OR WILL BE PERFORMED BY THE GOVERNING BODY AS A WHOLE. OFFICER SIGNING THE RETURN REVIEWS BEFORE SIGNING AND FILING. FORM 990, PAGE 6, PART VI, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XI, LINE 9 COGS OFFSET AGAINST REVENUE ON 990 0 INVESTMENT FEES OFFSET AGAINST INVESTMENT INCOME IN AUDIT 0 COGS OFFSET AGAINST REVENUE ON 990 0 INVESTMENT FEES OFFSET AGAINST INVESTMENT INCOME IN AUDIT 0 WACO SCOTTISH RITE BODIES CHARITABLE FOUNDATION 2801 W WACO DRIVE WACO TX 76707 742581354 TX 501C3 7 NA false false false false false false false false false false false false false false false false false false false false