Civic Intelligence

Ancient & Accepted Scottish Rite of Free Masonry Southern Jurisdiction

990EZ • Fiscal year 2022 • EIN 56-0188385

Jan 01, 2022 to Dec 31, 2022 • Filed on May 03, 2023

Organization ProfileN/A

View Organization Page

PO Box 466Greensboro, NC 27402

(336) 275-3579

Siviq Scores

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

Liabilities / Assets

75th percentile

0.00x

Higher debt load relative to assets than 75% of similar nonprofits.

2022 filings • 501(c)10 • <$500k nonprofits • Source year 2022

Liabilities / Revenue

78th percentile

0.02x

Higher debt load relative to revenue than 78% of similar nonprofits.

2022 filings • 501(c)10 • <$500k nonprofits • Source year 2022

Net Margin

21st percentile

-23%

Higher net margin than 21% of similar nonprofits.

2022 filings • 501(c)10 • <$500k nonprofits • Source year 2022

Top Officer Pay

98th percentile

$23,114

Higher top officer pay than 98% of similar nonprofits.

Top officer pay equals 28.4% of source-year revenue.

2022 filings • 501(c)10 • <$500k nonprofits • Source year 2022

Asset Growth

17th percentile

-19%

Faster asset growth than 17% of similar nonprofits.

2022 filings • 501(c)10 • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

18th percentile

-32%

Faster revenue growth than 18% of similar nonprofits.

2022 filings • 501(c)10 • <$500k nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets75th percentile

Assets

Down

$400,320

Down $90,964 (-19%) from 2021

Net Assets

Down

$398,805

Down $90,615 (-19%) from 2021

Liabilities

Down

$1,515

Down $349 (-19%) from 2021

Revenue And Expenses
Liabilities / Revenue78th percentileNet Margin21st percentile

Revenue

Down

$81,304

Down $38,197 (-32%) from 2021

Expenses

Down

$99,915

Down $21,700 (-18%) from 2021

Net Income

Down

-$18,611

Down $16,497 (-780%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth17th percentile

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

$1.0M$500K$0Assets 2011: $926,041Liabilities 2011: $2,686Net Assets 2011: $923,3552011Assets 2012: $379,768Liabilities 2012: $1782012Assets 2013: $421,789Liabilities 2013: $2,1992013Assets 2014: $454,068Liabilities 2014: $2,1172014Assets 2015: $396,385Liabilities 2015: $2,271Net Assets 2015: $394,1142015Assets 2016: $395,878Liabilities 2016: $1,686Net Assets 2016: $394,1922016Assets 2017: $402,155Liabilities 2017: $2,073Net Assets 2017: $400,0822017Assets 2018: $368,612Liabilities 2018: $2,102Net Assets 2018: $366,5102018Assets 2019: $426,894Liabilities 2019: $2,024Net Assets 2019: $424,8702019Assets 2020: $450,058Liabilities 2020: $1,976Net Assets 2020: $448,0822020Assets 2021: $491,284Liabilities 2021: $1,864Net Assets 2021: $489,4202021Assets 2022: $400,320Liabilities 2022: $1,515Net Assets 2022: $398,8052022Assets 2023: $444,422Liabilities 2023: $1,454Net Assets 2023: $442,9682023Assets 2024: $480,535Net Assets 2024: $480,5352024

Highlighted filing

2022

Assets$400,320
Liabilities$1,515
Net Assets$398,805
Open 2022 Filing

Operations Trend

Revenue Growth18th percentile

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

$400K$200K$0-$200K-$400K-$600KRevenue 2011: $97,751Expenses 2011: $131,403Net Income 2011: -$33,6522011Revenue 2012: -$296,150Expenses 2012: $144,702Net Income 2012: -$440,8522012Revenue 2013: $93,535Expenses 2013: $111,258Net Income 2013: -$17,7232013Revenue 2014: $122,310Expenses 2014: $106,362Net Income 2014: $15,9482014Revenue 2015: $274,217Expenses 2015: $142,879Net Income 2015: $131,3382015Revenue 2016: $110,087Expenses 2016: $128,003Net Income 2016: -$17,9162016Revenue 2017: $118,638Expenses 2017: $150,567Net Income 2017: -$31,9292017Revenue 2018: $99,014Expenses 2018: $97,794Net Income 2018: $1,2202018Revenue 2019: $118,417Expenses 2019: $109,306Net Income 2019: $9,1112019Revenue 2020: $90,882Expenses 2020: $96,755Net Income 2020: -$5,8732020Revenue 2021: $119,501Expenses 2021: $121,615Net Income 2021: -$2,1142021Revenue 2022: $81,304Expenses 2022: $99,915Net Income 2022: -$18,6112022Revenue 2023: $117,331Expenses 2023: $117,104Net Income 2023: $2272023Revenue 2024: $107,473Expenses 2024: $98,103Net Income 2024: $9,3702024

Highlighted filing

2022

Revenue$81,304
Expenses$99,915
Net Income-$18,611
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
May 3, 2023
Return Version
2022v5.0
Gross Receipts
$88,026
Mission and Program Overview

Mission

Fraternal organization to promote understanding of and participation in free masonary.

Fraternal organization to promote understanding of and participation in freemasonry.

Program Services

DescriptionGrantsExpenses
SUPPORT OF OTHER MASONIC ORGANIZATIONS-$24,381
SCOTTISH RITE REUNIONS, EASTER MEETINGS, ETC.-$9,854
ALMONER'S ENDOWMENT FUND, AID TO PERSONS IN DISTRESS-$1,000
LUNCHEON EXPENSE AND PANCAKE BENEFIT--
Compensation and Service Providers
Top Officer Pay98th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
GARY HANDYSecretaryPT$23,114-$23,114
ALVIN BILLINGSTrustee-$0--
PAUL SHAUN BRADSHAWTrustee-$0--
TIM TAYLORTrustee-$0--
BEN WALLACETrustee-$0--
RICK MANNTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Ancient & Accepted Scottish Rite of
EIN
56-0188385
Phone
3362753579
Address
PO BOX 466, GREENSBORO, NC 27402

Signing Officer

Name
Gary Handy
Title
Secretary
Signed
2023-05-03
Discuss with paid preparer
Yes

Preparer

Firm
Apple Koceja & Associates CPAS PA
Address
445 Dolley Madison Road Ste 202, Greensboro, NC 27410
Preparer
Jonathan L Apple CPA
Phone
3368348696
Supplemental Narrative

Additional Explanations

Other Expenses.1002

“Office Expenses $957”

Other Expenses.1005

“Travel $1311”

Other Expenses.1009

“Depreciation $1728”

Other Expenses.1012

“Insurance $1747”

Other Expenses.1

“Support of Masonic Organiz. $24381”

Other Expenses.2

“Reunions, Meetings $9854”

Other Expenses.3

“Administrative Expenses $2640”

Other Expenses.4

“SR Journal Insert $1956”

Other Expenses.5

“Almoner's Endowment Fund $1000”

Other Expenses.8

“Valley Billing System $311”

Other Expenses.9

“Computer Expenses $79”

Other Assets.1002

“Furniture and Fixtures - Beginning $6047 Furniture and Fixtures - Ending $4319”

Total Liabilities.1001

“Accounts Payable and Accrued Expenses - Beginning $1864 Accounts Payable and Accrued Expenses - Ending $1515”

Raw XML Appendix161 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
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IRS990EZ/BooksInCareOfDetail/PersonNm0GARY HANDY
IRS990EZ/BooksInCareOfDetail/PhoneNum03362753579
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0426 W MARKET STREET
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0GREENSBORO
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NC
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd027401
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0485237
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0396001
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt068140
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt06722
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-18611
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt06232
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
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IRS990EZ/Form990TotalAssetsGrp/EOYAmt0400320
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GainOrLossFromSaleOfAssetsAmt0-658
IRS990EZ/GrossReceiptsAmt088026
IRS990EZ/GroupExemptionNum00095
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt06277
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0489420
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0398805
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0489420
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0398805
IRS990EZ/OccupancyRentUtltsAndMaintAmt018786
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt520.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt523114
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0ALVIN BILLINGS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1PAUL SHAUN BRADSHAW
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2TIM TAYLOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3BEN WALLACE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4RICK MANN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5GARY HANDY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Trustee
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Trustee
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Trustee
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Trustee
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Trustee
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Secretary
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt06047
IRS990EZ/OtherAssetsTotalDetail/EOYAmt04319
IRS990EZ/OtherChangesInNetAssetsAmt0-72004
IRS990EZ/OtherExpensesTotalAmt045964
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0FRATERNAL ORGANIZATION TO PROMOTE UNDERSTANDING OF AND PARTICIPATION IN FREEMASONRY.
IRS990EZ/PrintingPublicationsPostageAmt01534
IRS990EZ/ProgramServiceRevenueAmt07545
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0SUPPORT OF OTHER MASONIC ORGANIZATIONS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1SCOTTISH RITE REUNIONS, EASTER MEETINGS, ETC.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2LUNCHEON EXPENSE AND PANCAKE BENEFIT
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt3ALMONER'S ENDOWMENT FUND, AID TO PERSONS IN DISTRESS
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt024381
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt19854
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt21000
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt027399
IRS990EZ/SaleOfAssetsGrossAmt06064
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt01864
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt01515
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt099915
IRS990EZ/TotalProgramServiceExpensesAmt035235
IRS990EZ/TotalRevenueAmt081304
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Office Expenses $957
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Travel $1311
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Depreciation $1728
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Insurance $1747
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Support of Masonic Organiz. $24381
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Reunions, Meetings $9854
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Administrative Expenses $2640
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7SR Journal Insert $1956
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Almoner's Endowment Fund $1000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Valley Billing System $311
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Computer Expenses $79
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11Furniture and Fixtures - Beginning $6047 Furniture and Fixtures - Ending $4319
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12Accounts Payable and Accrued Expenses - Beginning $1864 Accounts Payable and Accrued Expenses - Ending $1515
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1005
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1009
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Other Expenses.8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Other Expenses.9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Other Assets.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Total Liabilities.1001
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0GARY HANDY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Secretary
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-05-03
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ANCIENT & ACCEPTED SCOTTISH RITE OF
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0VALLEY OF GREENSBORO & COORD BODIES
ReturnHeader/Filer/BusinessNameControlTxt0ANCI
ReturnHeader/Filer/EIN0560188385
ReturnHeader/Filer/PhoneNum03362753579
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 466
ReturnHeader/Filer/USAddress/CityNm0GREENSBORO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd027402
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0561793406
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Apple Koceja & Associates CPAS PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0445 Dolley Madison Road Ste 202
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Greensboro
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd027410
ReturnHeader/PreparerPersonGrp/PhoneNum03368348696
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Jonathan L Apple CPA
ReturnHeader/ReturnTs02023-05-03T13:44:32-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0GARY
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0HANDY
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2022 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$400,320
Liabilities
$1,515
Net assets
$398,805
Revenue
$81,304
Expenses
$99,915
Net income
-$18,611
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.81$4.81$1.07$0.98$0.09
2023Detailed filing. Detailed filing data is available for this year.$4.44$0.01$4.43$1.17$1.17$0.00
2022Detailed filing. Detailed filing data is available for this year.$4.00$0.02$3.99$0.81$1.00$0.19
2021Detailed filing. Detailed filing data is available for this year.$4.91$0.02$4.89$1.20$1.22$0.02
2020Detailed filing. Detailed filing data is available for this year.$4.50$0.02$4.48$0.91$0.97$0.06
2019Detailed filing. Detailed filing data is available for this year.$4.27$0.02$4.25$1.18$1.09$0.09
2018Detailed filing. Detailed filing data is available for this year.$3.69$0.02$3.67$0.99$0.98$0.01
2017Detailed filing. Detailed filing data is available for this year.$4.02$0.02$4.00$1.19$1.51$0.32
2016Detailed filing. Detailed filing data is available for this year.$3.96$0.02$3.94$1.10$1.28$0.18
2015Summary only. Only limited summary data is available for this year.$3.96$0.02$3.94$2.74$1.43$1.31
2014Summary only. Only limited summary data is available for this year.$4.54$0.02$1.22$1.06$0.16
2013Summary only. Only limited summary data is available for this year.$4.22$0.02$0.94$1.11$0.18
2012Summary only. Only limited summary data is available for this year.$3.80$0.00$2.96$1.45$4.41
2011Summary only. Only limited summary data is available for this year.$9.26$0.03$9.23$0.98$1.31$0.34
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2022 filings • 501(c)10 • <$500k nonprofits