Civic Intelligence

Ancient and Accepted Scottish Rite Valley of Norfolk

990 • Fiscal year 2023 • EIN 54-0373255

Jan 01, 2023 to Dec 31, 2023 • Filed on May 08, 2024

Organization ProfileN/A
PO Box 9560Chesapeake, VA 23321

(757) 489-1076

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

50th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2023 filings • 501(c)10 • $1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

50th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2023 filings • 501(c)10 • $1M-$5M nonprofits • Source year 2023

Net Margin

73rd percentile

31%

Higher net margin than 73% of similar nonprofits.

2023 filings • 501(c)10 • $1M-$5M nonprofits • Source year 2023

Top Officer Pay

71st percentile

$7,800

Higher top officer pay than 71% of similar nonprofits.

Top officer pay equals 5.6% of source-year revenue.

2023 filings • 501(c)10 • $1M-$5M nonprofits • Source year 2023

Asset Growth

68th percentile

7.4%

Faster asset growth than 68% of similar nonprofits.

2023 filings • 501(c)10 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Revenue Growth

47th percentile

-0.9%

Faster revenue growth than 47% of similar nonprofits.

2023 filings • 501(c)10 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets50th percentile

Assets

Up

$1,600,200

Up $110,572 (+7.4%) from 2022

Net Assets

Up

$1,600,200

Up $110,572 (+7.4%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue50th percentileNet Margin73rd percentile

Revenue

Down

$138,699

Down $1,282 (-0.9%) from 2022

Expenses

Up

$95,913

Up $18,934 (+25%) from 2022

Net Income

Down

$42,786

Down $20,216 (-32%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth68th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$2.0M$1.5M$1.0M$500K$0Assets 2011: $1,030,396Liabilities 2011: $0Net Assets 2011: $1,030,3962011Assets 2012: $1,089,128Liabilities 2012: $0Net Assets 2012: $1,089,1282012Assets 2013: $1,127,089Liabilities 2013: $0Net Assets 2013: $1,127,0892013Assets 2014: $1,155,500Liabilities 2014: $0Net Assets 2014: $1,155,5002014Assets 2015: $1,114,527Liabilities 2015: $0Net Assets 2015: $1,114,5272015Assets 2016: $1,146,868Liabilities 2016: $0Net Assets 2016: $1,146,8682016Assets 2017: $1,267,116Liabilities 2017: $0Net Assets 2017: $1,267,1162017Assets 2018: $1,086,636Liabilities 2018: $0Net Assets 2018: $1,086,6362018Assets 2019: $1,408,485Liabilities 2019: $0Net Assets 2019: $1,408,4852019Assets 2020: $1,521,535Liabilities 2020: $0Net Assets 2020: $1,521,5352020Assets 2021: $1,650,580Liabilities 2021: $0Net Assets 2021: $1,650,5802021Assets 2022: $1,489,628Liabilities 2022: $0Net Assets 2022: $1,489,6282022Assets 2023: $1,600,200Liabilities 2023: $0Net Assets 2023: $1,600,2002023Assets 2024: $1,770,740Liabilities 2024: $0Net Assets 2024: $1,770,7402024

Highlighted filing

2023

Assets$1,600,200
Liabilities$0
Net Assets$1,600,200
Open 2023 Filing

Operations Trend

Revenue Growth47th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$200K$150K$100K$50K$0Revenue 2011: $140,252Expenses 2011: $127,864Net Income 2011: $12,3882011Revenue 2012: $182,767Expenses 2012: $120,568Net Income 2012: $62,1992012Revenue 2013: $125,723Expenses 2013: $117,983Net Income 2013: $7,7402013Revenue 2014: $162,486Expenses 2014: $125,198Net Income 2014: $37,2882014Revenue 2015: $161,573Expenses 2015: $112,528Net Income 2015: $49,0452015Revenue 2016: $139,832Expenses 2016: $136,760Net Income 2016: $3,0722016Revenue 2017: $183,033Expenses 2017: $114,100Net Income 2017: $68,9332017Revenue 2018: $186,210Expenses 2018: $97,923Net Income 2018: $88,2872018Revenue 2019: $143,887Expenses 2019: $104,771Net Income 2019: $39,1162019Revenue 2020: $162,785Expenses 2020: $103,895Net Income 2020: $58,8902020Revenue 2021: $169,854Expenses 2021: $90,226Net Income 2021: $79,6282021Revenue 2022: $139,981Expenses 2022: $76,979Net Income 2022: $63,0022022Revenue 2023: $138,699Expenses 2023: $95,913Net Income 2023: $42,7862023Revenue 2024: $196,885Expenses 2024: $78,695Net Income 2024: $118,1902024

Highlighted filing

2023

Revenue$138,699
Expenses$95,913
Net Income$42,786
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
May 8, 2024
Return Version
2023v5.0
Gross Receipts
$174,587
Mission and Program Overview

Mission

Scottish rite freemasonry is devoted to the promotion of the welfare and happiness of mankind, improvement to the community by service to others and service to you (self-improvement).

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$1,444,171$1,569,785▲ $125,614
Savings and Temporary Cash Investments$34,237$19,191▼ $15,046
Land, Buildings, and Equipment, Net$7,539$6,877▼ $662
Cash and Non-Interest-Bearing Accounts$3,681$4,347▲ $666
Total Assets$1,489,628$1,600,200▲ $110,572
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,131,322$1,206,776▲ $75,454
Net Assets With Donor Restrictions$358,306$393,424▲ $35,118
Total Net Assets Fund Balance$1,489,628$1,600,200▲ $110,572
Total Liabilities and Net Assets / Fund Balance$1,489,628$1,600,200▲ $110,572

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$6,877$8,987$15,864
Compensation and Service Providers
Top Officer Pay71st percentile

Employees

NameTitleBaseTotal
Phillip L Williams JrSecretary$7,800$7,800
Robert P KaylorTreasurer$2,400$2,400

Board Members and Trustees

NameTitle
Phillip J Taylor SrPresident
James H PateTrustee
Michael D ScottTrustee
Patrick G GarrisonTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$5,745
Program Service Revenue
$59,740
Investment Income
$70,636
Other Revenue
$2,578
All Other Contributions
$5,745
Change in Net Assets
$42,786
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$80,296
Salaries, Compensation, and Employee Benefits$10,200
Grants and Similar Amounts Paid$5,417
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Payments to Affiliates---$37,775
Fees for Service Investment Mgmnt Fees---$11,396
Current Officers, Directors, Trustees, and Key Employees---$10,200
Conferences and Meetings---$8,690
Occupancy---$6,100
Grants to Domestic Orgs---$5,417
Insurance---$2,966
Depreciation Depletion---$1,402
Fees for Services Accounting---$1,320
Office Expenses---$1,204
Fees for Services Other---$1,000
All Other Expenses---$806
Other Expenses---$608
Total Functional Expenses$0$0$0$95,913
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Norfolk Scottish Rite Foundation INorfolk, VA501c3Childhood Language$5,417
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$16,457
Fundraising Direct Expenses$11,942
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Charity Gala Ev$16,457$16,457$347$16,110
Total Events$16,457$16,457$11,942$4,515
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

“Form 990 is e-mailed to the trustees for their review before it is filed.”

Form 990, Page 6, Part VI, Line 19

“A request for governing documents would have to be submitted to the secretary of the organization at the organization's address.”

Filing and Contact Details

Filer

Filer Name
Ancient and Accepted Scottish Rite
EIN
54-0373255
Phone
7574891076
Address
PO BOX 9560, CHESAPEAKE, VA 23321

Signing Officer

Name
Phillip L Williams Jr
Title
Secretary
Phone
7574891076
Signed
2024-05-08
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Phillip L Williams Jr
Formed
1874
Legal Domicile
Va
Voting Board Members
6
Independent Board Members
6
Employees
0

Preparer

Firm
Douglas a Hall CPA
Address
2251 KENDALL ST, VIRGINIA BEACH, VA 23451-1765
Preparer
Douglas a Hall
Phone
7574122750
Raw XML Appendix336 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt01489628
IRS990/TotalAssetsEOYAmt01600200
IRS990/TotalAssetsGrp/BOYAmt01489628
IRS990/TotalAssetsGrp/EOYAmt01600200
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt05745
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt095913
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01489628
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01600200
IRS990/TotalProgramServiceExpensesAmt060960
IRS990/TotalProgramServiceRevenueAmt059740
IRS990/TotalReportableCompFromOrgAmt010200
IRS990/TotalRevenueGrp/ExclusionAmt073214
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt059740
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0138699
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01489628
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01600200
IRS990/TypeOfOrganizationOtherInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt03721 FARNSWORTH DRIVE
IRS990/USAddress/CityNm0CHESAPEAKE
IRS990/USAddress/StateAbbreviationCd0VA
IRS990/USAddress/ZIPCd023321
IRS990/VotingMembersGoverningBodyCnt06
IRS990/VotingMembersIndependentCnt06
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0PHILLIP L WILLIAMS JR
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SECRETARY
ReturnHeader/BusinessOfficerGrp/PhoneNum07574891076
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-05-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ANCIENT AND ACCEPTED SCOTTISH RITE
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0VALLEY OF NORFOLK
ReturnHeader/Filer/BusinessNameControlTxt0ANCI
ReturnHeader/Filer/EIN0540373255
ReturnHeader/Filer/PhoneNum07574891076
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 9560
ReturnHeader/Filer/USAddress/CityNm0CHESAPEAKE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0VA
ReturnHeader/Filer/USAddress/ZIPCd023321
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0461611970
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0DOUGLAS A HALL CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02251 KENDALL ST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0VIRGINIA BEACH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0VA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0234511765
ReturnHeader/PreparerPersonGrp/PhoneNum07574122750
ReturnHeader/PreparerPersonGrp/PreparationDt02024-05-07
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DOUGLAS A HALL
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02024-05-09T11:13:01-04:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0PHILLIP
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0WILLIAMS JR
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

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Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,600,200
Liabilities
$0
Net assets
$1,600,200
Revenue
$138,699
Expenses
$95,913
Net income
$42,786
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.77$0.00$1.77$0.20$0.08$0.12
2023Detailed filing. Detailed filing data is available for this year.$1.60$0.00$1.60$0.14$0.10$0.04
2022Detailed filing. Detailed filing data is available for this year.$1.49$0.00$1.49$0.14$0.08$0.06
2021Detailed filing. Detailed filing data is available for this year.$1.65$0.00$1.65$0.17$0.09$0.08
2020Detailed filing. Detailed filing data is available for this year.$1.52$0.00$1.52$0.16$0.10$0.06
2019Summary only. Only limited summary data is available for this year.$1.41$0.00$1.41$0.14$0.10$0.04
2018Summary only. Only limited summary data is available for this year.$1.09$0.00$1.09$0.19$0.10$0.09
2017Summary only. Only limited summary data is available for this year.$1.27$0.00$1.27$0.18$0.11$0.07
2016Summary only. Only limited summary data is available for this year.$1.15$0.00$1.15$0.14$0.14$0.00
2015Summary only. Only limited summary data is available for this year.$1.11$0.00$1.11$0.16$0.11$0.05
2014Summary only. Only limited summary data is available for this year.$1.16$0.00$1.16$0.16$0.13$0.04
2013Summary only. Only limited summary data is available for this year.$1.13$0.00$1.13$0.13$0.12$0.01
2012Summary only. Only limited summary data is available for this year.$1.09$0.00$1.09$0.18$0.12$0.06
2011Summary only. Only limited summary data is available for this year.$1.03$0.00$1.03$0.14$0.13$0.01