2018-11-06T10:05:26-06:00 2017-12-31 521855942 TATE AND TRYON 2021 L STREET NW SUITE 400 WASHINGTON DC 20036 990 2017-01-01 530152875 THE SUPREME COUNCIL 33 ANC & ACCEPTED SCOTTISH RITE OF FREEMASONRY S JR USA SUPR 2022323579 1733 16TH STREET WASHINGTON DC 20009 WILLIAM G SIZEMORE II GRAND EXECUTIVE DIRECTOR 2022323579 2018-10-17 1 FREDERICK LONGWOOD P00439715 2022932200 216.59.105.130 2018-10-17 09:55:50 ED P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 631311174E650386D10317F0F52B2C848ACC7DC1 2017 2019-02-21 02:37:17Z RONALD A SEALE 1733 16TH STREET WASHINGTON DC 20009 6369132 0 X WWW.SCOTTISHRITE.ORG X 1896 DC DOMESTIC FRATERNAL ORDER WHICH IS DEVOTED TO RELIGIOUS, CHARITABLE, SCIENTIFIC, LITERARY, EDUCATIONAL, AND FRATERNAL PURPOSES. 30 29 70 295 49778 0 1977 319 2934598 4149760 616825 241807 348678 265032 3902078 4656918 266678 257091 0 0 2670100 2723886 0 0 0 1747613 2020867 4684391 5001844 -782313 -344926 22690265 24508529 1129981 1138698 21560284 23369831 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 0 1 0 0 0 0 1 0 1 1 0 1 1 0 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 8 0 1 70 1 1 1 0 0 0 1 1 0 0 0 0 0 X 30 29 0 0 0 0 0 0 0 1 1 0 1 1 1 1 1 1 1 1 1 0 0 DC X JORGE FRANCHI 2022323579 1733 16TH STREET NW WASHINGTON DC 20009 RONALD A SEALE SOVEREIGN GRAND COMMANDER 20.00 20.00 X X 229004 229003 24652 JAMES D COLE LIEUTENANT GRAND COMMANDER 1.00 20.00 X X 0 0 0 JOE R MANNING JR 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 0.00 X X 0 0 0 GARY L SISSEL GRAND SECRETARY GENERAL 1.00 20.00 X X 0 0 0 CHARLES V SEDERSTROM GRAND TREASURER GENERAL 1.00 20.00 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 (THRU AUG '17) 1.00 0.00 X X 0 0 0 GARY W KUNEY GRAND CHAMBERLAIN 1.00 0.00 X X 0 0 0 HUGH W GILL III FIRST GRAND EQUERRY 1.00 0.00 X X 0 0 0 JOSEPH E ALEXANDER SECOND GRAND EQUERRY 1.00 0.00 X X 0 0 0 MARLIN L MILLS GRAND STANDARD BEARER 1.00 0.00 X X 0 0 0 ROBERT W COCKERHAM GRAND SWORD BEARER 1.00 0.00 X X 0 0 0 ROGER D BARNETT GRAND HERALD 1.00 0.00 X X 0 0 0 M DOUGLAS ADKINS TRUSTEE (THRU AUG '17) 1.00 0.00 X 0 0 0 FRANK C BAKER TRUSTEE 1.00 0.00 X 0 0 0 TED C COLLINS TRUSTEE (AS OF AUG '17) 1.00 0.00 X 0 0 0 LEONARD E BUFFINGTON TRUSTEE (THRU AUG '17) 1.00 0.00 X 0 0 0 DALE GOEHRIG TRUSTEE (THRU AUG '17) 1.00 0.00 X 0 0 0 C JAMES GRAHAM TRUSTEE 1.00 0.00 X 0 0 0 JOE C HARRISON TRUSTEE 1.00 0.00 X 0 0 0 ALVIN W JORGENSEN TRUSTEE 1.00 0.00 X 0 0 0 JEFFREY D LARSON TRUSTEE 1.00 0.00 X 0 0 0 JOSE R LOPEZ TRUSTEE (AS OF AUG '17) 1.00 0.00 X 0 0 0 FRANK LOUI TRUSTEE 1.00 0.00 X 0 0 0 DAVID O MARTINEZ TRUSTEE 1.00 0.00 X 0 0 0 CHARLES I OTTEM TRUSTEE 1.00 0.00 X 0 0 0 DAVID L NIELSEN TRUSTEE (AS OF AUG '17) 1.00 0.00 X 0 0 0 JAMIE A SMITH TRUSTEE 1.00 0.00 X 0 0 0 JACK YOST TRUSTEE 1.00 0.00 X 0 0 0 MICHAEL L WIGGINS TRUSTEE (AS OF AUG '17) 1.00 0.00 X 0 0 0 W KENNETH LYONS JR GRAND CHAPLAIN 1.00 0.00 X 0 0 0 PAUL D DOLINSKY GRAND ORGANIST 1.00 0.00 X 0 0 0 WILLIAM G L TURNER GRAND TYLER 1.00 0.00 X 0 0 0 WILLIAM G SIZEMORE II GRAND EXECUTIVE DIRECTOR 20.00 20.00 X 131656 131656 42533 JORGE FRANCHI CHIEF FINANCIAL OFFICER 28.00 10.40 X 147537 54799 56608 DEAN ALBAN DIRECTOR OF MEMBERSHIP 40.00 0.00 X 160104 0 49097 ARTURO DEHOYOS GRAND ARCHIVIST 40.00 0.00 X 148441 0 52413 S BRENT MORRIS MANAGING EDITOR 40.00 0.00 X 138200 0 24215 BARBARA GOLDEN LEGAL COUNSEL 40.00 0.00 X 140787 0 37911 1095729 415458 287429 7 0 1 0 ROYLE PRINTING 745 S BIRD STREET SUN PRAIRIE WI 53590 JOURNAL PRINTING 201632 1 319 319 MEMBER DUES 900099 3756309 3756309 MASONIC MERCHANDISE 900099 223245 223245 MEETINGS & REUNIONS 900099 117936 117936 SCOTTISH RITE JOURNAL 511120 49778 49778 PATENTS & REGALIA 900099 2492 2492 4149760 317806 317806 172491 172491 1636215 1712214 -75999 -75999 -75999 VALLEY SERVICES 900099 89626 89626 SENTINEL PROGRAM 900099 2165 2165 MISCELLANEOUS 900099 750 750 92541 4656918 4191773 49778 415048 257091 795592 1436356 212358 137034 142546 13157 25841 11584 108818 184434 126310 130363 554626 57674 SRJ PRODUCTION 295454 EDUCATION ACTIVITIES 248710 PRINTING & PRODUCTION 183943 MASONIC SUPPLIES 79953 5001844 1069174 1114851 24867 0 24867 24867 13223924 14178093 5876563 6096698 2495737 3094020 22690265 24508529 26088 17163 743568 832938 360325 288597 1129981 1138698 X 21560284 23369831 21560284 23369831 22690265 24508529 -344926 2154473 0 X X 0 1 X 1 0 1000 0 0 1000 1000 1 MURIEL BOWSER FOR MAYOR PO BOX 90668 WASHINGTON DC 20090 1000 0 PART I-A, LINE 1: THE ORGANIZATION MADE CONTRIBUTIONS TO A DC MAYORAL CAMPAIGN. 0 1 X 24867 24867 24867 ALTERNATIVE INVESTMENTS 6096698 F 6096698 DUE FROM HOUSE OF TEMPLE 2991823 DUE FROM SCOTTISH RITE FOUNDATION 102197 3094020 DUE TO VALLEY 256098 DUE TO SCOTTISH RITE RESEARCH SOCIETY 32499 288597 6811381 2154473 2154473 4656908 10 10 4656918 5001834 0 5001834 10 10 5001844 PART IV, LINE 2B: THE SUPREME COUNCIL ACTS AS CUSTODIAN FOR FUNDS RECEIVED FROM TWO SOUTHERN JURISDICTION FOREIGN MASONIC BODIES. AT DECEMBER 31, 2017 AND 2016, 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 STATEMENTS OF ASSETS, LIABILITIES, AND NET ASSETS - MODIFIED CASH BASIS OF THE SUPREME COUNCIL. THE ACTIVITIES OF THESE SOUTHERN JURISDICTION FOREIGN MASONIC BODIES ARE NOT INCLUDED IN THE FINANCIAL STATEMENTS OF THE SUPREME COUNCIL. 1 THE HOUSE OF THE TEMPLE HISTORIC PRESERVATION FOUNDATION INC 1733 16TH STREET NW WASHINGTON DC 20009 521664576 501(C)(3) 255591 PROGRAM SUPPORT, 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 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 214977 214977 0 0 14027 14026 0 0 13626 13626 242630 242629 0 0 WILLIAM G SIZEMORE II GRAND EXECUTIVE DIRECTOR 119976 119976 305 304 11375 11376 20862 20861 405 405 152923 152922 0 0 JORGE FRANCHI CHIEF FINANCIAL OFFICER 147111 54641 426 158 0 0 24455 9083 17347 6443 189339 70325 0 0 DEAN ALBAN DIRECTOR OF MEMBERSHIP 159495 0 609 0 0 0 26569 0 24028 0 210701 0 0 0 ARTURO DEHOYOS GRAND ARCHIVIST 147832 0 609 0 0 0 25282 0 29731 0 203454 0 0 0 S BRENT MORRIS MANAGING EDITOR 137591 0 609 0 0 0 22690 0 4125 0 165015 0 0 0 BARBARA GOLDEN LEGAL COUNSEL 140178 0 609 0 0 0 24021 0 16490 0 181298 0 0 0 PART I, LINE 1A THE DUES OF THE SOVEREIGN GRAND COMMANDER, RONALD SEALE, AND THE GRAND EXECUTIVE DIRECTOR, WILLIAM SIZEMORE II, ARE PAID BY THE SUPREME COUNCIL. THE DUES ARE TREATED AS TAXABLE COMPENSATION TO THE SOVEREIGN GRAND COMMANDER AND GRAND EXECUTIVE DIRECTOR. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 WILL BE REVIEWED BY THE FINANCE CHAIRMAN/TREASURER, CHAIRMAN, EXECUTIVE DIRECTOR, 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, EMPLOYEE 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 15A 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 RECOMMENDATIONS 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 FOUNDATION PREPARES ITS FINANCIAL STATEMENTS ON A MODIFIED CASH BASIS OF ACCOUNTING, WHICH IS A COMPREHENSIVE BASIS OF ACCOUNTING RATHER THAN ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA. CONSEQUENTLY, CERTAIN REVENUE IS RECOGNIZED WHEN RECEIVED RATHER THAN WHEN EARNED OR PROMISED AND EXPENSES ARE RECOGNIZED WHEN PAID RATHER THAN WHEN THE OBLIGATION IS INCURRED. ASSETS AND LIABILITIES ARISING FROM TRANSACTIONS THAT ARE ALSO RECORDED INCLUDE: (1) AMOUNTS RECEIVABLE FROM OR PAYABLES TO AFFILIATES, (2) ASSETS HELD FOR ANNUITIES OR UNDER TRUST, AND (3) THE COST (OR FAIR VALUE AT THE DATE OF DONATION) OF PROPERTY AND EQUIPMENT. 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) LINE 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) LINE 7 N/A 0 0 1 0 1 0 0 0 0 0 0 0 0 0 1 1 1 1 0 0 HOUSE OF THE TEMPLE B 255591 BOOK VALUE HOUSE OF THE TEMPLE D 2991823 BOOK VALUE SCOTTISH RITE FOUNDATION D 102197 BOOK VALUE HOUSE OF THE TEMPLE O 1337124 BOOK VALUE SCOTTISH RITE FOUNDATION O 583309 BOOK VALUE SCOTTISH RITE FOUNDATION P 67000 BOOK VALUE HOUSE OF THE TEMPLE Q 715000 BOOK VALUE SCOTTISH RITE FOUNDATION Q 593000 BOOK VALUE