Nonprofit · EIN 23-7144210
ANCIENT & ACCEPTED SCOTTISH RITE OF FREE MASONRY SOUTHERN JURISDICTION
Also known as VALLEY OF FT MYERS & COORD BODIES
Tax-exempt · FORT MYERS, FL 33906
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990 | $105,320 | $90,442 | $14,878 | $874,599 | $0 | $874,599 |
| December 31, 2024 | 990 | $115,805 | $98,156 | $17,649 | $835,327 | $0 | $835,327 |
| December 31, 2023 | 990 | $109,185 | $91,972 | $17,213 | $811,210 | $0 | $811,210 |
Financial details: 990 for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $15,420
- Program service revenue
- $48,409
- Investment income
- $43,234
- Net income from sales of inventory
- -$1,743
- Other revenue
- -$1,743
Expenses
- Grants and similar amounts paid
- $16,745
- Benefits paid to members
- $4,000
- Compensation of officers, directors and key employees
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Occupancy
- $36,183
Balance sheet and other
- Total assets, start of year
- $835,327
- Total assets, end of year
- $874,599
- Total liabilities, end of year
- $0
- Net assets, end of year
- $874,599
- Publicly traded securities
- $581,861
- Net assets without donor restrictions
- $874,599
- Gross receipts
- $110,821
- Employees
- 0
- Volunteers
- 300
- Year formed
- 1992
- State of legal domicile
- FL
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Clay W Taylor | Chairman/President - Personal Representative Officer | 5 | $0 |
| John Herman | Executive Committee - General Voting Member Officer | 5 | $0 |
| Edgar Lanham | Executive Committee - General Voting Member Officer | 5 | $0 |
| Chuck Machell | Executive Committee - General Voting Member Officer | 5 | $0 |
| Kenny Vince | Executive Committee - General Voting Member Officer | 10 | $0 |
| Tim Eckert | General Secretary Officer | 10 | $0 |
| Peter Kolthammer | Treasurer Officer | 10 | $0 |
| Bobby Lippek | VP - Master of Kadosh Officer | 5 | $0 |
| Mike Meehan | VP - Commander of Council of Kadosh Officer | 5 | $0 |
| Joe McArthur | VP - Wise Master Chapter Rose Croix Officer | 5 | $0 |
| Rick Pennewaert | VP Venerable Master Lodge of Perfection Officer | 5 | $0 |
| Bob Zimmerman | Almoner Officer | 5 | $0 |
990 for the year ended December 31, 2024: 12 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Clay W Taylor | Chairman/President - Personal Representative Officer | 5 | $0 |
| Kevin Gourley | Executive Committee - General Voting Member Officer | 5 | $0 |
| Edgar Lanham | Executive Committee - General Voting Member Officer | 5 | $0 |
| Chuck Machell | Executive Committee - General Voting Member Officer | 5 | $0 |
| Kenny Vince | Executive Committee - General Voting Member Officer | 10 | $0 |
| Tim Eckert | General Secretary Officer | 5 | $0 |
| Peter Kolthammer | Treasurer Officer | 10 | $0 |
| John Herman | VP - Master of Kadosh Officer | 5 | $0 |
| John Trioa | VP - Commander of Council of Kadosh Officer | 5 | $0 |
| Jonas Seda | VP - Wise Master Chapter Rose Croix Officer | 5 | $0 |
| Andy Silvia | VP Venerable Master Lodge of Perfection Officer | 5 | $0 |
| Bob Zimmerman | Almoner Officer | 5 | $0 |
990 for the year ended December 31, 2023: 11 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Clay W Taylor | Chairman/President - Personal Representative Officer | 5 | $0 |
| Jim Hogg | Executive Committee - General Voting Member Officer | 5 | $0 |
| Edgar Lanham | Executive Committee - General Voting Member Officer | 5 | $0 |
| Chuck Machell | Executive Committee - General Voting Member Officer | 5 | $0 |
| Ken Jordan | Executive Committee - General Voting Member Officer | 5 | $0 |
| Fred Wright | General Secretary Officer | 20 | $0 |
| Peter Kolthammer | Treasurer Officer | 10 | $0 |
| Kevin Gouley | VP - Master of Kadosh Officer | 5 | $0 |
| Bob Zimmerman | VP - Commander of Council of Kadosh Officer | 5 | $0 |
| Eduardo Sanchez | VP - Wise Master Chapter Rose Croix Officer | 5 | $0 |
| Bill Maddox | VP Venerable Master Lodge of Perfection Officer | 5 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 60691, FORT MYERS, FL 33906-6691
- Principal officer (990 for 2025)
- Jeffrey Nowak, PO Box 60691, Fort Myers, FL 339066991
- Signed the 990
- Clay Taylor, Personal Representative
- Phone
- (239) 571-0935
Mission
Organization's Mission or Most Significant Activities - The Valley of Fort Myers Scottish Rite is a Masonic Fraternal organization organized by Florida Statute. As such, it provides facilities and functions for the fellowship of its members. It provides charitable assistance to needy individuals and community organizations. It provides Masonic education to its members and to other interested individuals.
Program accomplishments
- Contributions to Masonic Charities, non-Masonic Charities, Masonic clubs and organizations, and Almoner Expenses.Expenses $6,815 · revenue $3,964
- Scottish Rite Reunions and education.Expenses $490 · revenue $4,544
- Support of Scottish Rite Foundation of Florida.Expenses $8,752 · revenue $12,206
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990 on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 23-7144210
- Tax-exempt status
- 501(c)(10): Domestic fraternal society
- Exempt since
- 1940
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $874,599
- Income (IRS master file)
- $110,821
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2025 | $105,320 | $90,442 | $874,599 | XML |
| 990 | December 2024 | $115,805 | $98,156 | $835,327 | IRS |
| 990 | December 2023 | $109,185 | $91,972 | $811,210 | XML |
| 990 | December 2022 | $96,988 | $107,973 | $763,087 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 23-7144210).
Questions about ANCIENT & ACCEPTED SCOTTISH RITE OF FREE MASONRY SOUTHERN JURISDICTION
- What is the EIN of ANCIENT & ACCEPTED SCOTTISH RITE OF FREE MASONRY SOUTHERN JURISDICTION?
- The employer identification number (EIN) of ANCIENT & ACCEPTED SCOTTISH RITE OF FREE MASONRY SOUTHERN JURISDICTION is 23-7144210.
- Is ANCIENT & ACCEPTED SCOTTISH RITE OF FREE MASONRY SOUTHERN JURISDICTION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(10) since 1940.
- Which annual return does ANCIENT & ACCEPTED SCOTTISH RITE OF FREE MASONRY SOUTHERN JURISDICTION file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of ANCIENT & ACCEPTED SCOTTISH RITE OF FREE MASONRY SOUTHERN JURISDICTION due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did ANCIENT & ACCEPTED SCOTTISH RITE OF FREE MASONRY SOUTHERN JURISDICTION last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2025.
- Who is the principal officer of ANCIENT & ACCEPTED SCOTTISH RITE OF FREE MASONRY SOUTHERN JURISDICTION?
- The 990 for the year ended December 31, 2025 names Jeffrey Nowak.
- Who are the officers and directors of ANCIENT & ACCEPTED SCOTTISH RITE OF FREE MASONRY SOUTHERN JURISDICTION?
- The 990 for the year ended December 31, 2025 lists 12 people; 0 received compensation from the organization.
- How much revenue does ANCIENT & ACCEPTED SCOTTISH RITE OF FREE MASONRY SOUTHERN JURISDICTION have?
- On its 990 for the year ended December 31, 2025 it reported revenue of $105,320, expenses of $90,442 and total assets of $874,599 at year end.
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