Civic Intelligence

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

990 • Fiscal year 2020 • EIN 56-0122202

Jan 01, 2020 to Dec 31, 2020 • Filed on Aug 16, 2021

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

41st percentile

0.03x

Higher debt load relative to assets than 41% of similar nonprofits.

2020 filings • $5M-$10M nonprofits • Source year 2020

Liabilities / Revenue

73rd percentile

0.44x

Higher debt load relative to revenue than 73% of similar nonprofits.

2020 filings • $5M-$10M nonprofits • Source year 2020

Net Margin

82nd percentile

35%

Higher net margin than 82% of similar nonprofits.

2020 filings • $5M-$10M nonprofits • Source year 2020

Top Officer Pay

41st percentile

$60,720

Higher top officer pay than 41% of similar nonprofits.

Top officer pay equals 19.2% of source-year revenue.

2020 filings • $5M-$10M nonprofits • Source year 2020

Asset Growth

55th percentile

5.7%

Faster asset growth than 55% of similar nonprofits.

2020 filings • $5M-$10M nonprofits • Annualized from 2019 to 2020

Revenue Growth

30th percentile

-13%

Faster revenue growth than 30% of similar nonprofits.

2020 filings • $5M-$10M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets41st percentile

Assets

Up

$5,250,374

Up $282,119 (+5.7%) from 2019

Net Assets

Up

$5,109,546

Up $272,052 (+5.6%) from 2019

Liabilities

Up

$140,828

Up $10,067 (+7.7%) from 2019

Revenue And Expenses
Liabilities / Revenue73rd percentileNet Margin82nd percentile

Revenue

Down

$316,950

Down $46,342 (-13%) from 2019

Expenses

Down

$204,582

Down $32,537 (-14%) from 2019

Net Income

Down

$112,368

Down $13,805 (-11%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth55th 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

2020

Assets$5,250,374
Liabilities$140,828
Net Assets$5,109,546
Open 2020 Filing

Operations Trend

Revenue Growth30th 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

2020

Revenue$316,950
Expenses$204,582
Net Income$112,368
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Aug 16, 2021
Return Version
2020v4.0
Gross Receipts
$316,950
Mission and Program Overview

Mission

Fraternal organization.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$2,448,020$2,623,277▲ $175,257
Investments in Publicly Traded Securities$2,309,742$2,368,670▲ $58,928
Cash and Non-Interest-Bearing Accounts$48,755$89,171▲ $40,416
Savings and Temporary Cash Investments$73,443$75,415▲ $1,972
Land, Buildings, and Equipment, Net$42,844$42,844→ $0
Prepaid Expenses and Deferred Charges$41,471$41,471→ $0
Accounts Receivable$740$6,286▲ $5,546
Inventories for Sale or Use$840$840→ $0
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$4,968,255$5,250,374▲ $282,119
Other Assets Total$2,400$2,400→ $0
Liabilities
Deferred Revenue$127,311$139,507▲ $12,196
Accounts Payable and Accrued Expenses$3,450$1,321▼ $2,129
Total Liabilities$130,761$140,828▲ $10,067
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$4,817,488$5,085,531▲ $268,043
Net Assets With Donor Restrictions$20,006$24,015▲ $4,009
Total Net Assets Fund Balance$4,837,494$5,109,546▲ $272,052
Total Liabilities and Net Assets / Fund Balance$4,968,255$5,250,374▲ $282,119

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$42,844-$42,844
Compensation and Service Providers
Top Officer Pay41st percentile

Employees

NameTitleFull / Part TimeBaseTotal
Darwin HeilmanSecretaryPT$60,720$60,720

Board Members and Trustees

NameTitle
Christopher B HouserDirector
Dennis WooleryDirector
Francois SwanepoelDirector
Gilbert D BaileyDirector
Rick GarverDirector
William HarwardTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$7,366
Program Service Revenue
$159,583
Investment Income
$145,933
Other Revenue
$4,068
All Other Contributions
$7,366
Change in Net Assets
$112,368

Audited Revenue Reconciliation

Revenue per Audited Statements
$305,597
Revenue Not Reported on Financial Statements
$11,353
Revenue Not Reported on Form 990
$159,684
Total Revenue per Audited Statements
$465,281
Total Revenue per Form 990
$316,950
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$138,463
Salaries, Compensation, and Employee Benefits$65,619
Grants and Similar Amounts Paid$500
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees---$60,720
Payments to Affiliates---$50,352
Occupancy---$44,929
Fees for Service Investment Mgmnt Fees---$11,353
Fees for Services Other---$7,102
Insurance---$5,928
Payroll Taxes---$4,899
Office Expenses---$4,259
Travel---$1,190
Grants to Domestic Individuals---$500
Other Expenses---$360
All Other Expenses---$-110
Total Functional Expenses$0$0$0$204,582

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$204,582
Expenses per Audited Statements$193,229
Total Expenses per Audited Statements$193,229
Expenses Not Reported on Financial Statements$11,353
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
No
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
2021-08-16
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Darwin Heilman
Legal Domicile
Nc
Voting Board Members
7
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
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 434 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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IRS990ScheduleD/NetUnrealizedGainsInvstAmt0159684
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt042844
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt042844
IRS990ScheduleD/RevenueNotReportedAmt0159684
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt011353
IRS990ScheduleD/RevenueSubtotalAmt0305597
IRS990ScheduleD/TotalBookValueLandBuildingsAmt042844
IRS990ScheduleD/TotalBookValueSecuritiesAmt02623277
IRS990ScheduleD/TotalExpensesPerForm990Amt0204582
IRS990ScheduleD/TotalRevenuePerForm990Amt0316950
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0465281
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0193229
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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
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IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt1NC Scottish Rite Masonic Found
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt1PO Box 7253
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0Washington
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm1Wilmington
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IRS990ScheduleR/ReimbursementPaidToOtherOrgInd0false
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IRS990ScheduleR/SharingOfFacilitiesInd0false
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IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt1Per Capita
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IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt1NC Scottish Rite Masonic Found
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IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt05250374
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Document Assets

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Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$5,250,374
Liabilities
$140,828
Net assets
$5,109,546
Revenue
$316,950
Expenses
$204,582
Net income
$112,368
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
2020Detailed filing. Detailed filing data is available for this year.$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
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