Civic Intelligence

Ancient & Accepted Scottish Rite of Free Masonry So Juris of USA

990 • Fiscal year 2017 • EIN 56-0122202

Jan 01, 2017 to Dec 31, 2017 • Filed on Oct 11, 2018

3715 Scott Futrell DriveCharlotte, NC 28208

(704) 365-3579

Siviq Scores

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

Liabilities / Assets

76th percentile

0.03x

Higher debt load relative to assets than 76% of similar nonprofits.

2017 filings • 501(c)10 • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

59th percentile

0.03x

Higher debt load relative to revenue than 59% of similar nonprofits.

2017 filings • 501(c)10 • $1M-$5M nonprofits • Source year 2017

Net Margin

99th percentile

94%

Higher net margin than 99% of similar nonprofits.

2017 filings • 501(c)10 • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

96th percentile

$53,386

Higher top officer pay than 96% of similar nonprofits.

Top officer pay equals 1.2% of source-year revenue.

2017 filings • 501(c)10 • $1M-$5M nonprofits • Source year 2017

Asset Growth

99th percentile

532%

Faster asset growth than 99% of similar nonprofits.

2017 filings • 501(c)10 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

100th percentile

1378%

Faster revenue growth than 100% of similar nonprofits.

2017 filings • 501(c)10 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Assets

Up

$4,780,550

Up $4,024,069 (+532%) from 2016

Net Assets

Up

$4,633,240

Up $4,046,299 (+689%) from 2016

Liabilities

Down

$147,310

Down $22,230 (-13%) from 2016

Revenue

Up

$4,290,069

Up $3,999,717 (+1378%) from 2016

Expenses

Down

$242,053

Down $22,709 (-8.6%) from 2016

Net Income

Up

$4,048,016

Up $4,022,426 (+15719%) from 2016

Historical Trend

Balance Sheet Trend

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

$6.0M$4.0M$2.0M$0Assets 2010: $515,907Liabilities 2010: $247,633Net Assets 2010: $268,2742010Assets 2011: $511,545Liabilities 2011: $223,578Net Assets 2011: $287,9672011Assets 2012: $564,936Liabilities 2012: $217,034Net Assets 2012: $347,9022012Assets 2013: $627,959Liabilities 2013: $200,085Net Assets 2013: $427,8742013Assets 2014: $715,452Liabilities 2014: $198,862Net Assets 2014: $516,5902014Assets 2015: $750,017Liabilities 2015: $195,511Net Assets 2015: $554,5062015Assets 2016: $756,481Liabilities 2016: $169,540Net Assets 2016: $586,9412016Assets 2017: $4,780,550Liabilities 2017: $147,310Net Assets 2017: $4,633,2402017Assets 2018: $4,724,664Liabilities 2018: $158,925Net Assets 2018: $4,565,7392018Assets 2019: $4,968,255Liabilities 2019: $130,761Net Assets 2019: $4,837,4942019Assets 2020: $5,250,374Liabilities 2020: $140,828Net Assets 2020: $5,109,5462020Assets 2021: $5,204,370Liabilities 2021: $134,732Net Assets 2021: $5,069,6382021Assets 2022: $4,661,114Liabilities 2022: $124,105Net Assets 2022: $4,537,0092022Assets 2023: $5,229,344Liabilities 2023: $109,748Net Assets 2023: $5,119,5962023Assets 2024: $5,764,897Liabilities 2024: $90,459Net Assets 2024: $5,674,4382024

Highlighted filing

2017

Assets$4,780,550
Liabilities$147,310
Net Assets$4,633,240

Operations Trend

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

$6.0M$4.0M$2.0M$0-$2.0MExpenses 2010: $370,8292010Revenue 2011: $310,506Expenses 2011: $288,396Net Income 2011: $22,1102011Expenses 2012: $278,1742012Revenue 2013: $383,108Expenses 2013: $313,774Net Income 2013: $69,3342013Revenue 2014: $363,757Expenses 2014: $280,330Net Income 2014: $83,4272014Revenue 2015: $297,195Expenses 2015: $254,739Net Income 2015: $42,4562015Revenue 2016: $290,352Expenses 2016: $264,762Net Income 2016: $25,5902016Revenue 2017: $4,290,069Expenses 2017: $242,053Net Income 2017: $4,048,0162017Revenue 2018: $324,419Expenses 2018: $228,466Net Income 2018: $95,9532018Revenue 2019: $363,292Expenses 2019: $237,119Net Income 2019: $126,1732019Revenue 2020: $316,950Expenses 2020: $204,582Net Income 2020: $112,3682020Revenue 2021: $304,283Expenses 2021: $246,190Net Income 2021: $58,0932021Revenue 2022: $287,920Expenses 2022: $280,400Net Income 2022: $7,5202022Revenue 2023: $201,980Expenses 2023: $302,981Net Income 2023: -$101,0012023Revenue 2024: $196,030Expenses 2024: $305,802Net Income 2024: -$109,7722024

Highlighted filing

2017

Revenue$4,290,069
Expenses$242,053
Net Income$4,048,016
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Oct 11, 2018
Return Version
2017v2.2
Gross Receipts
$4,358,452
Mission and Program Overview

Mission

Fraternal organization.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$513,165$2,345,259▲ $1,832,094
Investments in Publicly Traded Securities$92,847$2,343,968▲ $2,251,121
Prepaid Expenses and Deferred Charges$35,012$44,227▲ $9,215
Land, Buildings, and Equipment, Net$111,227$42,844▼ $68,383
Inventories for Sale or Use$840$840→ $0
Accounts Receivable$740$740→ $0
Cash and Non-Interest-Bearing Accounts$250$272▲ $22
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Intangible Assets-$0-
Total Assets$756,481$4,780,550▲ $4,024,069
Other Assets Total$2,400$2,400→ $0
Liabilities
Deferred Revenue$106,155$140,741▲ $34,586
Other Liabilities$58,682--
Accounts Payable and Accrued Expenses$4,703$6,569▲ $1,866
Total Liabilities$169,540$147,310▼ $22,230
Net Assets / Fund Balance
Unrestricted Net Assets$566,672$4,611,450▲ $4,044,778
Temporarily Rstr Net Assets$20,269$21,790▲ $1,521
Total Net Assets Fund Balance$586,941$4,633,240▲ $4,046,299
Total Liabilities and Net Assets / Fund Balance$756,481$4,780,550▲ $4,024,069

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$42,844-$42,844
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Darwin HeilmanSecretaryPT$53,386$53,386

Board Members and Trustees

Revenue and Support

Revenue Composition

Contributions and Grants
$6,970
Program Service Revenue
$173,910
Investment Income
$4,103,534
Other Revenue
$5,655
All Other Contributions
$6,970
Change in Net Assets
$4,048,016

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,510,540
Revenue Not Reported on Financial Statements
$2,779,529
Revenue Not Reported on Form 990
$-1,717
Other Revenue Adjustments
$2,779,529
Total Revenue per Audited Statements
$1,508,823
Total Revenue per Form 990
$4,290,069
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$185,601
Salaries, Compensation, and Employee Benefits$53,270
Grants and Similar Amounts Paid$3,182
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Occupancy---$54,416
Current Officers, Directors, Trustees, and Key Employees---$49,186
Payments to Affiliates---$47,505
Insurance---$14,739
All Other Expenses---$8,890
Fees for Services Accounting---$6,000
Travel---$5,970
Office Expenses---$5,298
Other Expenses---$4,921
Payroll Taxes---$4,084
Grants to Domestic Individuals---$3,182
Total Functional Expenses$0$0$0$242,053

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$242,053
Total Expenses per Audited Statements$242,053
Total Expenses per Form 990$242,053
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
Audit committee
No
Backup withholding compliance
Yes
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
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 11B: Form 990 Review Process

Form 990 will be reviewed by the Secretary and Treasurer before filing.

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

No documents available to the public.

Filing and Contact Details

Filer

Filer Name
Ancient and Accepted Scottish Rite
EIN
56-0122202
Phone
7043653579
Address
3715 Scott Futrell Drive, Charlotte, NC 28208

Signing Officer

Name
William Harward
Title
Treasurer
Signed
2018-10-11
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Gilbert Bailey
Legal Domicile
Nc
Voting Board Members
7
Independent Board Members
6
Employees
1
Volunteers
1,780

Preparer

Firm
C DeWitt Foard & Co PA CPAs
Address
817 E Morehead Street Ste 100, Charlotte, NC 28202-2767
Preparer
Phillip G Wilson
Phone
7043721515
Supplemental Narrative

Additional Explanations

Client Note 1

Client Note 1 - Scottish Rite BodiesCharlotte, North CarolinaName of OrganizationAncient and Accepted Scottish Rite of Freemasonry, Southern Jurisdiction, U.S.A., Valley of Charlotte and its Co-ordinated Bodies comprising Lodge, Chapter, Council, and Consistory and Almoner.

Financial Statement Notes

Part XI, Line 4B: Other revenue amounts included on 990 but not included in F/S

Gain related to accumulated depreciation $2779529

Raw XML AppendixShowing 400 of 425 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.

Path#Value
IRS990/AccountantCompileOrReviewInd0false
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt04703
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt06569
IRS990/AccountsReceivableGrp/BOYAmt0740
IRS990/AccountsReceivableGrp/EOYAmt0740
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0Fraternal organization.
IRS990/AdvertisingGrp/TotalAmt00
IRS990/AllAffiliatesIncludedInd0false
IRS990/AllOtherContributionsAmt06970
IRS990/AllOtherExpensesGrp/TotalAmt08890
IRS990/AnnualDisclosureCoveredPrsnInd0false
IRS990/AuditCommitteeInd0false
IRS990/BackupWthldComplianceInd0true
IRS990/BenefitsToMembersGrp/TotalAmt00
IRS990/BooksInCareOfDetail/PersonNm0Darwin Heilman
IRS990/BooksInCareOfDetail/PhoneNum07043653579
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt03715 Scott Futrell Drive
IRS990/BooksInCareOfDetail/USAddress/CityNm0Charlotte
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NC
IRS990/BooksInCareOfDetail/USAddress/ZIPCd028208
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOfficerEntInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt0250
IRS990/CashNonInterestBearingGrp/EOYAmt0272
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt049186
IRS990/CompDisqualPersonsGrp/TotalAmt00
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConferencesMeetingsGrp/TotalAmt00
IRS990/ConflictOfInterestPolicyInd0false
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt06970
IRS990/CYGrantsAndSimilarPaidAmt03182
IRS990/CYInvestmentIncomeAmt04103534
IRS990/CYOtherExpensesAmt0185601
IRS990/CYOtherRevenueAmt05655
IRS990/CYProgramServiceRevenueAmt0173910
IRS990/CYRevenuesLessExpensesAmt04048016
IRS990/CYSalariesCompEmpBnftPaidAmt053270
IRS990/CYTotalExpensesAmt0242053
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt04290069
IRS990/DAFExcessBusinessHoldingsInd0false
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DeferredRevenueGrp/BOYAmt0106155
IRS990/DeferredRevenueGrp/EOYAmt0140741
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/TotalAmt00
IRS990/Desc0In addition to providing funds for the organization's exempt purpose, membership dues and reinstatement fees provide a means for keeping track of current members. Membership dues and reinstatement fees also support a language disorders clinic that is operated by the North Carolina Scottish Rite Foundation, Inc.
IRS990/DescribedInSection501c3Ind0false
IRS990/DisregardedEntityInd0false
IRS990/DistributionToDonorInd0false
IRS990/DocumentRetentionPolicyInd0false
IRS990/DonorAdvisedFundInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt01
IRS990/EmploymentTaxReturnsFiledInd0true
IRS990/EscrowAccountInd0false
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/TotalAmt06000
IRS990/FeesForServicesLegalGrp/TotalAmt00
IRS990/FeesForServicesLobbyingGrp/TotalAmt00
IRS990/FeesForServicesManagementGrp/TotalAmt00
IRS990/FeesForServicesOtherGrp/TotalAmt00
IRS990/FeesForServicesProfFundraising/TotalAmt00
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt00
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignGrantsGrp/TotalAmt00
IRS990/ForeignOfficeInd0false
IRS990/Form1098CFiledInd0false
IRS990/Form8282FiledCnt00
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form8899Filedind0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt00.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt10.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt20.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt30.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt40.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt50.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt60.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt00.10
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt10.10
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt20.10
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt332.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt40.10
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt50.10
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt60.10
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/PersonNm0Cutler Dillon
IRS990/Form990PartVIISectionAGrp/PersonNm1Gene Griffith
IRS990/Form990PartVIISectionAGrp/PersonNm2William Harward
IRS990/Form990PartVIISectionAGrp/PersonNm3Darwin Heilman
IRS990/Form990PartVIISectionAGrp/PersonNm4Joseph Burris
IRS990/Form990PartVIISectionAGrp/PersonNm5Gilbert D Bailey
IRS990/Form990PartVIISectionAGrp/PersonNm6Christopher L Hall
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt353386
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/TitleTxt0Director
IRS990/Form990PartVIISectionAGrp/TitleTxt1Director
IRS990/Form990PartVIISectionAGrp/TitleTxt2Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt3Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt4Director
IRS990/Form990PartVIISectionAGrp/TitleTxt5Chairman
IRS990/Form990PartVIISectionAGrp/TitleTxt6Director
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/Form990TFiledInd0false
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0false
IRS990/GainOrLossGrp/OtherAmt04084857
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt07
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt03182
IRS990/GrantsToDomesticOrgsGrp/TotalAmt00
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/OtherAmt04153240
IRS990/GrossReceiptsAmt04358452
IRS990/GrossRentsGrp/RealAmt01300
IRS990/GroupExemptionNum00095
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
IRS990/IndependentAuditFinclStmtInd0true
IRS990/IndependentVotingMemberCnt06
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/TotalAmt00
IRS990/InsuranceGrp/TotalAmt014739
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InterestGrp/TotalAmt00
IRS990/InventoriesForSaleOrUseGrp/BOYAmt0840
IRS990/InventoriesForSaleOrUseGrp/EOYAmt0840
IRS990/InvestmentIncomeGrp/ExclusionAmt018677
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt018677
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt00
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt092847
IRS990/InvestmentsPubTradedSecGrp/EOYAmt02343968
IRS990/InvestTaxExemptBondsInd0false
IRS990/IRPDocumentCnt02
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0111227
IRS990/LandBldgEquipBasisNetGrp/EOYAmt042844
IRS990/LandBldgEquipCostOrOtherBssAmt042844
IRS990/LegalDomicileStateCd0NC
IRS990/LessCostOthBasisSalesExpnssGrp/OtherAmt068383
IRS990/LicensedMoreThanOneStateInd0false
IRS990/LoanOutstandingInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0Fraternal organization.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt0586941
IRS990/NetAssetsOrFundBalancesEOYAmt04633240
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt04084857
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt04084857
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/RelatedOrExemptFuncIncomeAmt01300
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt01300
IRS990/NetUnrlzdGainsLossesInvstAmt0-1717
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/TotalAmt054416
IRS990/OfficeExpensesGrp/TotalAmt05298
IRS990/OfficerMailingAddressInd0false
IRS990/OnBehalfOfIssuerInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OrgFiledInLieuOfForm1041Ind0false
IRS990/OtherAssetsTotalGrp/BOYAmt02400
IRS990/OtherAssetsTotalGrp/EOYAmt02400
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherExpensesGrp/Desc0Relocation
IRS990/OtherExpensesGrp/Desc1Printing and Publications
IRS990/OtherExpensesGrp/Desc2Reunion expenses
IRS990/OtherExpensesGrp/Desc3Telephone
IRS990/OtherExpensesGrp/TotalAmt021011
IRS990/OtherExpensesGrp/TotalAmt19040
IRS990/OtherExpensesGrp/TotalAmt27811
IRS990/OtherExpensesGrp/TotalAmt34921
IRS990/OtherLiabilitiesGrp/BOYAmt058682
IRS990/OtherRevenueMiscGrp/Desc0Other
IRS990/OtherRevenueMiscGrp/Desc1Reinstatement Fees
IRS990/OtherRevenueMiscGrp/Desc2Ring Income
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt03575
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt1780
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt03575
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt1780
IRS990/OtherRevenueTotalAmt04355
IRS990/OtherSalariesAndWagesGrp/TotalAmt00
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt047505
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/TotalAmt04084
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt035012
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt044227
IRS990/PrincipalOfficerNm0Gilbert Bailey
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/Desc0Membership Dues & Assessments
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0173910
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0173910
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt06940
IRS990/PYGrantsAndSimilarPaidAmt08903
IRS990/PYInvestmentIncomeAmt02197
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0204033
IRS990/PYOtherRevenueAmt084100
IRS990/PYProgramServiceRevenueAmt0197115
IRS990/PYRevenuesLessExpensesAmt025590
IRS990/PYSalariesCompEmpBnftPaidAmt051826
IRS990/PYTotalExpensesAmt0264762
IRS990/PYTotalRevenueAmt0290352
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt04048016
IRS990/RegularMonitoringEnfrcInd0false
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RentalIncomeOrLossGrp/RealAmt01300
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0513165
IRS990/SavingsAndTempCashInvstGrp/EOYAmt02345259
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/ExpensesSubtotalAmt0242053
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0-1717
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt042844
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt042844
IRS990ScheduleD/OtherRevenuesNotIncludedAmt02779529
IRS990ScheduleD/RevenueNotReportedAmt0-1717
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt02779529
IRS990ScheduleD/RevenueSubtotalAmt01510540
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0Gain related to accumulated depreciation $2779529
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Part XI, Line 4b: Other revenue amounts included on 990 but not included in F/S
IRS990ScheduleD/TotalBookValueLandBuildingsAmt042844
IRS990ScheduleD/TotalExpensesPerForm990Amt0242053
IRS990ScheduleD/TotalRevenuePerForm990Amt04290069
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt01508823
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0242053
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0false
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Client Note 1 - Scottish Rite BodiesCharlotte, North CarolinaName of OrganizationAncient and Accepted Scottish Rite of Freemasonry, Southern Jurisdiction, U.S.A., Valley of Charlotte and its Co-ordinated Bodies comprising Lodge, Chapter, Council, and Consistory and Almoner.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Form 990 will be reviewed by the Secretary and Treasurer before filing.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2No documents available to the public.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Client Note 1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
IRS990ScheduleR/AssetExchangeInd0false
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0false
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd1false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd1N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0Supreme Council A&A Scottish Rite
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt1NC Scottish Rite Masonic Found
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(c)(10)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt1501(c)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0DC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd1NC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0Headquarters
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt1Foundation
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt01733 16th Street NW
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt1PO Box 7253
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0Washington
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm1Wilmington
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0DC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd1NC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd020009
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd128406
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd0false
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd0false
IRS990ScheduleR/PaidEmployeesSharingInd0false
IRS990ScheduleR/PerformOfServicesByOtherOrgInd0false
IRS990ScheduleR/PerformOfServicesForOthOrgInd0false
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd0false
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd0false
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd0false
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd0false
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd0false
IRS990ScheduleR/SharingOfFacilitiesInd0false
IRS990ScheduleR/TransferFromOtherOrgInd0false
IRS990ScheduleR/TransferToOtherOrgInd0false
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TemporarilyRstrNetAssetsGrp/BOYAmt020269
IRS990/TemporarilyRstrNetAssetsGrp/EOYAmt021790
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0756481
IRS990/TotalAssetsEOYAmt04780550
IRS990/TotalAssetsGrp/BOYAmt0756481
IRS990/TotalAssetsGrp/EOYAmt04780550
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt06970
IRS990/TotalEmployeeCnt01
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt0242053
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0169540
IRS990/TotalLiabilitiesEOYAmt0147310
IRS990/TotalLiabilitiesGrp/BOYAmt0169540
IRS990/TotalLiabilitiesGrp/EOYAmt0147310
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0586941
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt04633240
IRS990/TotalProgramServiceRevenueAmt0173910
IRS990/TotalReportableCompFromOrgAmt053386
IRS990/TotalRevenueGrp/ExclusionAmt04103534
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0179565
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt04290069
IRS990/TotalVolunteersCnt01780
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0756481
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt04780550
IRS990/TravelGrp/TotalAmt05970
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0566672
IRS990/UnrestrictedNetAssetsGrp/EOYAmt04611450
IRS990/VotingMembersGoverningBodyCnt07
IRS990/VotingMembersIndependentCnt06
IRS990/WebsiteAddressTxt0www.charlottescottishrite.com
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02018-06-14 16:35:46Z

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.76$0.09$5.67$0.20$0.31$0.11
2023Summary only. Only limited summary data is available for this year.$5.23$0.11$5.12$0.20$0.30$0.10
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.66$0.12$4.54$0.29$0.28$0.01
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.20$0.13$5.07$0.30$0.25$0.06
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.25$0.14$5.11$0.32$0.20$0.11
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.97$0.13$4.84$0.36$0.24$0.13
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.72$0.16$4.57$0.32$0.23$0.10
2017Detailed filing. Detailed filing data is available for this year.$4.78$0.15$4.63$4.29$0.24$4.05
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.76$0.17$0.59$0.29$0.26$0.03
2015Detailed filing. Detailed filing data is available for this year.$0.75$0.20$0.55$0.30$0.25$0.04
2014Detailed filing. Detailed filing data is available for this year.$0.72$0.20$0.52$0.36$0.28$0.08
2013Summary only. Only limited summary data is available for this year.$0.63$0.20$0.43$0.38$0.31$0.07
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.56$0.22$0.35$0.28
2011Summary only. Only limited summary data is available for this year.$0.51$0.22$0.29$0.31$0.29$0.02
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.52$0.25$0.27$0.37
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2017 filings • 501(c)10 • $1M-$5M nonprofits