Civic Intelligence

Ancient & Accepted Scottish Rite of Free Masonry Southern Jurisdiction

990 • Fiscal year 2020 • EIN 56-0122206

Jan 01, 2020 to Dec 31, 2020 • Filed on Nov 01, 2021

PO Box 7253Wilmington, NC 28406-7253

(910) 762-6452

Siviq Scores

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

Liabilities / Assets

44th percentile

0.00x

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

2020 filings • 501(c)10 • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

44th percentile

0.00x

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

2020 filings • 501(c)10 • $1M-$5M nonprofits • Source year 2020

Net Margin

36th percentile

-5.1%

Higher net margin than 36% of similar nonprofits.

2020 filings • 501(c)10 • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

93rd percentile

$28,000

Higher top officer pay than 93% of similar nonprofits.

Top officer pay equals 17.1% of source-year revenue.

2020 filings • 501(c)10 • $1M-$5M nonprofits • Source year 2020

Asset Growth

29th percentile

-0.2%

Faster asset growth than 29% of similar nonprofits.

2020 filings • 501(c)10 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

62nd percentile

-5.0%

Faster revenue growth than 62% of similar nonprofits.

2020 filings • 501(c)10 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Assets

Down

$1,253,507

Down $2,261 (-0.2%) from 2019

Net Assets

Down

$1,253,507

Down $2,261 (-0.2%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue

Down

$164,190

Down $8,647 (-5.0%) from 2019

Expenses

Down

$172,576

Down $36,403 (-17%) from 2019

Net Income

Up

-$8,386

Up $27,756 (+77%) from 2019

Historical Trend

Balance Sheet Trend

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

$1.5M$1.0M$500K$0Assets 2011: $650,595Liabilities 2011: $48,341Net Assets 2011: $602,2542011Assets 2012: $630,961Liabilities 2012: $49,090Net Assets 2012: $581,8712012Assets 2013: $634,877Liabilities 2013: $55,990Net Assets 2013: $578,8872013Assets 2014: $313,206Liabilities 2014: $47,212Net Assets 2014: $265,9942014Assets 2015: $266,186Liabilities 2015: $47,540Net Assets 2015: $218,6462015Assets 2016: $1,351,418Liabilities 2016: $10,071Net Assets 2016: $1,341,3472016Assets 2017: $1,373,927Liabilities 2017: $4,284Net Assets 2017: $1,369,6432017Assets 2018: $1,283,082Liabilities 2018: $4,284Net Assets 2018: $1,278,7982018Assets 2019: $1,255,768Liabilities 2019: $0Net Assets 2019: $1,255,7682019Assets 2020: $1,253,507Liabilities 2020: $0Net Assets 2020: $1,253,5072020Assets 2021: $1,266,446Liabilities 2021: $0Net Assets 2021: $1,266,4462021Assets 2022: $1,324,761Liabilities 2022: $0Net Assets 2022: $1,324,7612022Assets 2023: $1,269,230Liabilities 2023: $0Net Assets 2023: $1,269,2302023Assets 2024: $1,492,827Liabilities 2024: $0Net Assets 2024: $1,492,8272024

Highlighted filing

2020

Assets$1,253,507
Liabilities$0
Net Assets$1,253,507

Operations Trend

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

$1.5M$1.0M$500K$0-$500KRevenue 2011: $125,051Expenses 2011: $107,092Net Income 2011: $17,9592011Revenue 2012: $105,247Expenses 2012: $125,630Net Income 2012: -$20,3832012Revenue 2013: $133,747Expenses 2013: $136,731Net Income 2013: -$2,9842013Revenue 2014: $92,686Expenses 2014: $113,448Net Income 2014: -$20,7622014Revenue 2015: $106,313Expenses 2015: $102,560Net Income 2015: $3,7532015Revenue 2016: $1,140,544Expenses 2016: $133,869Net Income 2016: $1,006,6752016Revenue 2017: $214,274Expenses 2017: $211,847Net Income 2017: $2,4272017Revenue 2018: $161,546Expenses 2018: $248,691Net Income 2018: -$87,1452018Revenue 2019: $172,837Expenses 2019: $208,979Net Income 2019: -$36,1422019Revenue 2020: $164,190Expenses 2020: $172,576Net Income 2020: -$8,3862020Revenue 2021: $171,720Expenses 2021: $156,977Net Income 2021: $14,7432021Revenue 2022: $417,645Expenses 2022: $346,019Net Income 2022: $71,6262022Revenue 2023: $230,696Expenses 2023: $509,051Net Income 2023: -$278,3552023Revenue 2024: $151,886Expenses 2024: $172,481Net Income 2024: -$20,5952024

Highlighted filing

2020

Revenue$164,190
Expenses$172,576
Net Income-$8,386
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 1, 2021
Return Version
2020v4.1
Gross Receipts
$229,567
Mission and Program Overview

Mission

Promote Goodwill & Brotherhood

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$1,147,834$1,102,943▼ $44,891
Land, Buildings, and Equipment, Net$88,735$88,735→ $0
Cash and Non-Interest-Bearing Accounts$19,199$61,829▲ $42,630
Total Assets$1,255,768$1,253,507▼ $2,261
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets With Donor Restrictions$1,037,579$1,102,943▲ $65,364
Net Assets Without Donor Restrictions$218,189$150,564▼ $67,625
Total Net Assets Fund Balance$1,255,768$1,253,507▼ $2,261
Total Liabilities and Net Assets / Fund Balance$1,255,768$1,253,507▼ $2,261

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$0$1,050,615-
Other Land Buildings$0$35,560-
Land$88,735--
Equipment$0$64,310-
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Jim BrandtGeneral SecretaryPT$28,000$28,000

Board Members and Trustees

NameTitle
E Earl WellsPersonal Representative
Revenue and Support

Revenue Composition

Contributions and Grants
$143,365
Program Service Revenue
$0
Investment Income
$8,000
Other Revenue
$12,825
All Other Contributions
$33,733
Change in Net Assets
$-8,386
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$134,067
Salaries, Compensation, and Employee Benefits$30,163
Grants and Similar Amounts Paid$8,346
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
All Other Expenses$0$45,221$0$45,221
Occupancy$0$34,768$0$34,768
Current Officers, Directors, Trustees, and Key Employees$0$28,000$0$28,000
Insurance$0$17,707$0$17,707
Grants to Domestic Orgs$8,346--$8,346
Office Expenses$0$4,460$0$4,460
Other Expenses$0$3,261$0$3,261
Information Technology$0$2,780$0$2,780
Payroll Taxes$0$2,163$0$2,163
Travel$0$1,146$0$1,146
Fees for Services Accounting$0$650$0$650
Total Functional Expenses$8,346$164,230$0$172,576
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$35,750
Fundraising Gross Income$34,236
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Annual disclosure for covered persons
Yes
Audit committee
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
Filing and Contact Details

Filer

Filer Name
Ancient and Accepted Scottish Rite
EIN
56-0122206
Phone
9107626452
Address
PO BOX 7253, WILMINGTON, NC 28406-7253

Signing Officer

Name
Jim Brandt
Title
General Secretary
Phone
9107626452
Signed
2021-11-01
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jim Brandt
Formed
1982
Legal Domicile
Nc
Voting Board Members
11
Independent Board Members
0
Employees
1
Volunteers
147

Preparer

Firm
Joseph M Mahn CPA
Address
2 NORTH FRONT STREET 6TH FLOOR, WILMINGTON, NC 28401
Preparer
Joseph M Mahn CPA
Phone
9103431150
Supplemental Narrative

Additional Explanations

Pt VI, Line 12C

Monthly Review

Pt VI, Line 15A

Annual Review

Pt VI, Line 12C

Monthly Review

Pt VI, Line 11B

Annual Review

Form 990, Part IX, Line 24E

General supplies 45221. 45221.

Raw XML Appendix337 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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4GENERAL SUPPLIES 45221. 45221.
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ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JIM BRANDT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0GENERAL SECRETARY
ReturnHeader/BusinessOfficerGrp/PhoneNum09107626452
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-11-01
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ANCIENT AND ACCEPTED SCOTTISH RITE
ReturnHeader/Filer/BusinessNameControlTxt0ANCI
ReturnHeader/Filer/EIN0560122206
ReturnHeader/Filer/PhoneNum09107626452
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 7253
ReturnHeader/Filer/USAddress/CityNm0WILMINGTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd0284067253
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0JOSEPH M MAHN CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02 NORTH FRONT STREET 6TH FLOOR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WILMINGTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd028401
ReturnHeader/PreparerPersonGrp/PhoneNum09103431150
ReturnHeader/PreparerPersonGrp/PreparationDt02021-11-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Joseph M Mahn CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02021-11-15T08:51:06-08:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JIM
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0BRANDT
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.49$0.00$1.49$0.15$0.17$0.02
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.27$0.00$1.27$0.23$0.51$0.28
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.32$0.00$1.32$0.42$0.35$0.07
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.27$0.00$1.27$0.17$0.16$0.01
2020Detailed filing. Detailed filing data is available for this year.$1.25$0.00$1.25$0.16$0.17$0.01
2019Summary only. Only limited summary data is available for this year.$1.26$0.00$1.26$0.17$0.21$0.04
2018Summary only. Only limited summary data is available for this year.$1.28$0.00$1.28$0.16$0.25$0.09
2017Summary only. Only limited summary data is available for this year.$1.37$0.00$1.37$0.21$0.21$0.00
2016Summary only. Only limited summary data is available for this year.$1.35$0.01$1.34$1.14$0.13$1.01
2015Summary only. Only limited summary data is available for this year.$0.27$0.05$0.22$0.11$0.10$0.00
2014Summary only. Only limited summary data is available for this year.$0.31$0.05$0.27$0.09$0.11$0.02
2013Summary only. Only limited summary data is available for this year.$0.63$0.06$0.58$0.13$0.14$0.00
2012Summary only. Only limited summary data is available for this year.$0.63$0.05$0.58$0.11$0.13$0.02
2011Summary only. Only limited summary data is available for this year.$0.65$0.05$0.60$0.13$0.11$0.02