2024-08-27T22:35:11-05:00 2023-12-31 910614823 SCHOEDEL & SCHOEDEL CPAS PLLC 422 W RIVERSIDE AVE STE 1420 SPOKANE WA 992010395 990 2023-01-01 910401450 Ancient & Accepted Scottish Rite of the Valley of Spokane and Coordinated Bodies ANCI 5096245491 506 W 2nd Avenue Spokane WA 992014421 Jeremy Thomas Treasurer 5096245491 2024-08-27 1 1 SCOTT OPPERUD CPA P00542597 5097472158 2024-08-27 2023 2024-08-08 14:25:15Z Jeremy Thomas 506 W 2nd Avenue Spokane WA 992014421 87549 0 X spokanescottishrite.org X 1890 WA The Ancient & Accepted Scottish Rite of the Valley of Spokane and Coordinated Bodies (Scottish Rite) is a Masonic fraternal organization. It is the mission of the Scottish Rite to improve its members and enhance the community by teaching and emulating the principles of brotherly love, tolerance, charity, and truth while actively embracing high social, moral, and spiritual values including fellowship, compassion, and dedication to God, family and country. 5 5 0 0 0 0 35434 66152 0 0 15589 16398 1602 0 52625 82550 9528 11357 0 0 0 0 0 0 0 55495 44776 65023 56133 -12398 26417 296442 339530 10943 65 285499 339465 X The Ancient & Accepted Scottish Rite of the Valley of Spokane and Coordinated Bodies (Scottish Rite) is a Masonic fraternal organization. It is the mission of the Scottish Rite to improve its members and enhance the community by teaching and emulating the principles of brotherly love, tolerance, charity, and truth while actively embracing high social, moral, and spiritual values including fellowship, compassion, and dedication to God, family and country. 0 0 Fraternal activities of the Ancient & Accepted Scottish Rite of the Valley of Spokane and Coordinated Bodies (Scottish Rite). Through the Almoner program, the Scottish Rite aids underprivileged individuals. The Almoners provide durable medical goods, assistance with utility bills and local transportation to those in need. 0 1 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 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 5 5 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 0 0 0 X The Organization 5096245491 506 W 2nd Avenue Spokane WA 992014421 X Roger B Nelson Jr Personal Representative 3.00 X X 0 0 0 Chris Wirts Secretary 4.00 X X 0 0 0 Jerry L Collins Almoner 2.00 X X 0 0 0 Jeremy Thomas Treasurer 5.00 X X 0 0 0 Jim R Tourtillotte Venerable Master 2.00 X X 0 0 0 0 0 0 0 0 0 0 0 33526 32626 66152 15959 15959 5438 4999 439 439 439 82550 0 0 16398 60 11297 3300 689 2810 433 9000 5216 11298 1920 Special events 3586 Telephone 3435 Bulletin publishing 3089 56133 14898 19797 2680 2610 1188 0 1188 1188 277676 315935 296442 339530 0 65 10943 0 10943 65 X 266947 308538 18552 30927 285499 339465 296442 339530 26417 27549 0 X 0 0 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1188 1188 1188 1 Utility assistance 80 9925 Medical assistance 3 1342 Transportation assistance 1 29 Part I, Line 2: The organization provides emergency assistance with utility bills and medical costs to individuals and families in need. The organization has a committee to review and approve requests for assistance based on the merits of the situation. All requests for assistance, whether approved or denied, are maintained by the organization for not less than three years after a decision has been made. Utility assistance is paid directly to the utility company. Form 990, Part VI, Section A, line 6 To become a Free Mason, an individual must contact an existing member and petition to become a member. A candidate must be of good repute. All potential members are vetted and approval for membership is ratified by majority vote of the executive council or general membership. All members must conform to the Articles of Incorporation and Bylaws of Supreme Council of Free Masonry and the Bylaws of the Lodge. Form 990, Part VI, Section A, line 7a The executive council is elected by majority vote of a quorum of the general membership in attendance at a duly scheduled stated meeting every two years. This executive council was elected in November of 2021 with an effective date of January 1, 2022. The most recent regularly scheduled election was held in November of 2023 with an effective date of January 1, 2024. Form 990, Part VI, Section A, line 7b The membership can pass any governing motion by majority vote. Form 990, Part VI, Section B, line 11b The Form 990 was prepared by the independent accounting firm of SCHOEDEL & SCHOEDEL, Certified Public Accountants, PLLC based on information provided by the organization. Draft copies of the Lodge's Form 990 were first provided to the Lodge's Secretary/Treasurer, who reviewed the Form 990 for accuracy and completeness. Any questions, concerns or issues raised by the Secretary/Treasurer were addressed and any necessary revisions were made to the Form 990. The revised Form 990 was then provided to the executive council for its review and approval. Any additional questions, concerns, or issues raised by the executive council were addressed, and any necessary revisions were made to the Form 990. The final version of the Form 990 was reviewed, approved for filing by the executive council. Form 990, Part VI, Section B, line 12c To ensure the Lodge operates in a manner consistent with its tax-exempt purposes and does not engage in activities that could jeopardize its tax-exempt status, the executive council conducts periodic reviews. The periodic reviews include, at a minimum, the following subjects: Whether the contractual arrangements with service providers and the services provided are reasonable, based on competent market and survey information, and the result of arm's length negotiation. Whether contractual arrangements with service providers and arrangements with other organizations conform to written policies, are properly recorded, reflect reasonable investment or payments for goods and services, further tax-exempt purposes, and do not result in inurement, impermissible private benefit or in an excess benefit transaction. Whether any transaction conducted by the Lodge during the review period involves or could possibly give rise to a conflict of interest. Additionally, each party-in-interest (fiduciary or service provider) has an ongoing duty to disclose all material facts to the executive council about any actual or potential conflicts of interest as soon as such facts become known or should have become known. If any potential conflicts of interest are identified, the transaction is investigated by the executive council to determine if a conflict of interest actually exists. If it is determined a conflict of interest exists, the executive council investigates alternatives to the proposed transaction or arrangement. After exercising due diligence, the executive council determines whether the Lodge can obtain, with reasonable efforts, a more advantageous transaction or arrangement with a person or entity that would not give rise to a conflict of interest. If a more advantageous transaction or arrangement is not reasonably attainable under circumstances that would not give rise to a conflict of interest, the executive council determines whether the transaction agreement or arrangement is in the Lodge's best interest, for its own benefit, and whether it is fair and reasonable. In conformity with the above determination, the executive council decides whether to enter into the transaction agreement or arrangement. The minutes of the meeting reflect that the conflict disclosure was made to the executive council, the vote taken and, where applicable, the abstention from voting and participation by the interested party. Whenever possible, the minutes frame the decision of the executive council in such a way to provide guidance for consideration of future conflict of interest situations. Form 990, Part VI, Section C, line 19 The organizations' Form 990 is available to the general public upon written request sent to Scottish Rite of Spokane Valley at: 157 S Howard Street, Suite 311 Spokane WA 99201.