Civic Intelligence

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

990 • Fiscal year 2019 • EIN 56-0122202

Jan 01, 2019 to Dec 31, 2019 • Filed on Aug 13, 2020

Organization Profilewww.charlottescottishrite.com

View Organization Page

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

77th percentile

0.03x

Higher debt load relative to assets than 77% of similar nonprofits.

2019 filings • 501(c)10 • $1M-$5M nonprofits • Source year 2019

Liabilities / Revenue

89th percentile

0.36x

Higher debt load relative to revenue than 89% of similar nonprofits.

2019 filings • 501(c)10 • $1M-$5M nonprofits • Source year 2019

Net Margin

72nd percentile

35%

Higher net margin than 72% of similar nonprofits.

2019 filings • 501(c)10 • $1M-$5M nonprofits • Source year 2019

Top Officer Pay

98th percentile

$59,257

Higher top officer pay than 98% of similar nonprofits.

Top officer pay equals 16.3% of source-year revenue.

2019 filings • 501(c)10 • $1M-$5M nonprofits • Source year 2019

Asset Growth

53rd percentile

5.2%

Faster asset growth than 53% of similar nonprofits.

2019 filings • 501(c)10 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Revenue Growth

63rd percentile

12%

Faster revenue growth than 63% of similar nonprofits.

2019 filings • 501(c)10 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets77th percentile

Assets

Up

$4,968,255

Up $243,591 (+5.2%) from 2018

Net Assets

Up

$4,837,494

Up $271,755 (+6.0%) from 2018

Liabilities

Down

$130,761

Down $28,164 (-18%) from 2018

Revenue And Expenses
Liabilities / Revenue89th percentileNet Margin72nd percentile

Revenue

Up

$363,292

Up $38,873 (+12%) from 2018

Expenses

Up

$237,119

Up $8,653 (+3.8%) from 2018

Net Income

Up

$126,173

Up $30,220 (+31%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth53rd percentile

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

2019

Assets$4,968,255
Liabilities$130,761
Net Assets$4,837,494
Open 2019 Filing

Operations Trend

Revenue Growth63rd percentile

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

2019

Revenue$363,292
Expenses$237,119
Net Income$126,173
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Aug 13, 2020
Return Version
2019v5.0
Gross Receipts
$363,292
Mission and Program Overview

Mission

Fraternal organization.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$2,296,836$2,448,020▲ $151,184
Investments in Publicly Traded Securities$2,179,416$2,309,742▲ $130,326
Savings and Temporary Cash Investments$74,912$73,443▼ $1,469
Cash and Non-Interest-Bearing Accounts$80,273$48,755▼ $31,518
Land, Buildings, and Equipment, Net$42,844$42,844→ $0
Prepaid Expenses and Deferred Charges$42,858$41,471▼ $1,387
Inventories for Sale or Use$840$840→ $0
Accounts Receivable$4,285$740▼ $3,545
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Program Related-$0-
Intangible Assets-$0-
Total Assets$4,724,664$4,968,255▲ $243,591
Other Assets Total$2,400$2,400→ $0
Liabilities
Deferred Revenue$157,840$127,311▼ $30,529
Accounts Payable and Accrued Expenses$1,085$3,450▲ $2,365
Total Liabilities$158,925$130,761▼ $28,164
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$4,545,386$4,817,488▲ $272,102
Net Assets With Donor Restrictions$20,353$20,006▼ $347
Total Net Assets Fund Balance$4,565,739$4,837,494▲ $271,755
Total Liabilities and Net Assets / Fund Balance$4,724,664$4,968,255▲ $243,591

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$42,844-$42,844
Compensation and Service Providers
Top Officer Pay98th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Darwin HeilmanSecretaryPT$59,257$59,257

Board Members and Trustees

NameTitle
Gilbert D BaileyChairman
Christopher B HouserDirector
Cutler DillonDirector
Gene GriffithDirector
Joseph BurrisDirector
William HarwardTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$8,698
Program Service Revenue
$203,735
Investment Income
$146,156
Other Revenue
$4,703
All Other Contributions
$8,698
Change in Net Assets
$126,173

Audited Revenue Reconciliation

Revenue per Audited Statements
$352,218
Revenue Not Reported on Financial Statements
$11,074
Revenue Not Reported on Form 990
$145,582
Total Revenue per Audited Statements
$497,800
Total Revenue per Form 990
$363,292
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$168,377
Salaries, Compensation, and Employee Benefits$63,832
Grants and Similar Amounts Paid$4,910
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees---$59,257
Payments to Affiliates---$52,087
Occupancy---$47,473
Fees for Service Investment Mgmnt Fees---$11,074
Fees for Services Other---$9,789
All Other Expenses---$6,903
Office Expenses---$5,713
Travel---$5,660
Grants to Domestic Individuals---$4,910
Payroll Taxes---$4,575
Insurance---$3,986
Other Expenses---$2,718
Total Functional Expenses$0$0$0$237,119

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$237,119
Expenses per Audited Statements$226,045
Total Expenses per Audited Statements$226,045
Expenses Not Reported on Financial Statements$11,074
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
Audit committee
No
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
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
2020-08-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Gilbert Bailey
Legal Domicile
Nc
Voting Board Members
6
Independent Board Members
6
Employees
1
Volunteers
100

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.”

Raw XML AppendixShowing 400 of 426 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/PrincipalOfficerNm0Gilbert Bailey
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IRS990/PYGrantsAndSimilarPaidAmt05834
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IRS990/PYOtherExpensesAmt0157803
IRS990/PYOtherRevenueAmt011619
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IRS990/ReconcilationRevenueExpnssAmt0126173
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IRS990/ReportLandBuildingEquipmentInd0true
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IRS990/RoyaltiesGrp/TotalAmt00
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IRS990ScheduleD/InvestmentExpensesNotIncldAmt011074
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0145582
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt042844
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt042844
IRS990ScheduleD/RevenueNotReportedAmt0145582
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt011074
IRS990ScheduleD/RevenueSubtotalAmt0352218
IRS990ScheduleD/TotalBookValueLandBuildingsAmt042844
IRS990ScheduleD/TotalBookValueSecuritiesAmt02448020
IRS990ScheduleD/TotalExpensesPerForm990Amt0237119
IRS990ScheduleD/TotalRevenuePerForm990Amt0363292
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0497800
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0226045
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
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
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt1NC Scottish Rite Masonic Found
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(c)(10)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt1501(c)(3)
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd1NC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0Headquarters
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt1Foundation
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt010
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/TransactionsRelatedOrgGrp/InvolvedAmt040962
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt111125
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0Per Capita
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt1Per Capita
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0Supreme Council A&A Scottish Rite
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt1NC Scottish Rite Masonic Found
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0r
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt1r
IRS990ScheduleR/TransferFromOtherOrgInd0false
IRS990ScheduleR/TransferToOtherOrgInd0true
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
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IRS990/TotalAssetsEOYAmt04968255
IRS990/TotalAssetsGrp/BOYAmt04724664
IRS990/TotalAssetsGrp/EOYAmt04968255
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt08698
IRS990/TotalEmployeeCnt01
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt0237119
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0158925
IRS990/TotalLiabilitiesEOYAmt0130761
IRS990/TotalLiabilitiesGrp/BOYAmt0158925
IRS990/TotalLiabilitiesGrp/EOYAmt0130761
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt04565739
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt04837494
IRS990/TotalProgramServiceRevenueAmt0203735
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IRS990/TotalRevenueGrp/ExclusionAmt0146156
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0208438
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0363292
IRS990/TotalVolunteersCnt0100
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt04724664
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt04968255
IRS990/TravelGrp/TotalAmt05660
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/VotingMembersGoverningBodyCnt06
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IRS990/WebsiteAddressTxt0www.charlottescottishrite.com
IRS990/WhistleblowerPolicyInd0false

Document Assets

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Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,968,255
Liabilities
$130,761
Net assets
$4,837,494
Revenue
$363,292
Expenses
$237,119
Net income
$126,173
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
2019Detailed filing. Detailed filing data is available for this year.$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
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$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

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