Civic Intelligence

Ancient & Accepted Scottish Rite of Free Masonry Southern Jurisdiction

990EZ • Fiscal year 2023 • EIN 56-0188385

Jan 01, 2023 to Dec 31, 2023 • Filed on Nov 15, 2024

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

71st percentile

0.00x

Higher debt load relative to assets than 71% of similar nonprofits.

2023 filings • 501(c)10 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

73rd percentile

0.01x

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

2023 filings • 501(c)10 • <$500k nonprofits • Source year 2023

Net Margin

46th percentile

0.2%

Higher net margin than 46% of similar nonprofits.

2023 filings • 501(c)10 • <$500k nonprofits • Source year 2023

Top Officer Pay

98th percentile

$23,579

Higher top officer pay than 98% of similar nonprofits.

Top officer pay equals 20.1% of source-year revenue.

2023 filings • 501(c)10 • <$500k nonprofits • Source year 2023

Asset Growth

76th percentile

11%

Faster asset growth than 76% of similar nonprofits.

2023 filings • 501(c)10 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

82nd percentile

44%

Faster revenue growth than 82% of similar nonprofits.

2023 filings • 501(c)10 • <$500k nonprofits • Annualized from 2022 to 2023

Assets

Up

$444,422

Up $44,102 (+11%) from 2022

Net Assets

Up

$442,968

Up $44,163 (+11%) from 2022

Liabilities

Down

$1,454

Down $61 (-4.0%) from 2022

Revenue

Up

$117,331

Up $36,027 (+44%) from 2022

Expenses

Up

$117,104

Up $17,189 (+17%) from 2022

Net Income

Up

$227

Up $18,838 (+101%) from 2022

Historical Trend

Balance Sheet Trend

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

2023

Assets$444,422
Liabilities$1,454
Net Assets$442,968

Operations Trend

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

2023

Revenue$117,331
Expenses$117,104
Net Income$227
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Nov 15, 2024
Return Version
2023v5.1
Gross Receipts
$132,578
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-$34,691
SCOTTISH RITE REUNIONS, EASTER MEETINGS, ETC.-$15,786
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
GARY HANDYSecretaryPT$23,579-$23,579
PAUL SHAUN BRADSHAWDirector-$0--
TIM TAYLORTrustee-$0--
JODY FERREETrustee-$0--
RICK MANNDirector-$0--
ALEX WILSONTrustee-$0--
GREG SEELTrustee-$0--
ALVIN BILLINGSTreasurer-$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
2024-11-15
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
3368544277
Supplemental Narrative

Additional Explanations

Other Expenses.1002

Office Expenses $527

Other Expenses.1009

Depreciation $1234

Other Expenses.1012

Insurance $3371

Other Expenses.1

Support of Masonic Organiz. $34690

Other Expenses.2

Reunions, Meetings $15786

Other Expenses.3

KCCH Investiture $5487

Other Expenses.4

SR Journal Insert $1964

Other Expenses.5

33rd Degree Conferral $1344

Other Expenses.6

Payroll Service Fees $1165

Other Expenses.8

Administrative Expenses $804

Other Expenses.9

Member caps, cases, jewelry $707

Other Expenses.10

Computer Expenses $497

Other Expenses.11

St Andrew materials $372

Other Expenses.12

Maintenance fee $305

Other Expenses.13

Leadership conference $126

Other Assets.1002

Furniture and Fixtures - Beginning $4319 Furniture and Fixtures - Ending $3085

Total Liabilities.1001

Accounts Payable and Accrued Expenses - Beginning $1515 Accounts Payable and Accrued Expenses - Ending $1454

Raw XML Appendix169 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
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/BOYAmt0396001
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0441337
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt019879
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt015247
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0227
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt03660
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0400320
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0444422
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GainOrLossFromSaleOfAssetsAmt02231
IRS990EZ/GrossReceiptsAmt0132578
IRS990EZ/GroupExemptionNum00095
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt08273
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt080117
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0398805
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0442968
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0398805
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0442968
IRS990EZ/OccupancyRentUtltsAndMaintAmt018517
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt020.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt71.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt023579
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0GARY HANDY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1PAUL SHAUN BRADSHAW
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2TIM TAYLOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3JODY FERREE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4RICK MANN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5ALEX WILSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6GREG SEEL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7ALVIN BILLINGS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Trustee
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Trustee
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Trustee
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Trustee
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7Treasurer
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt04319
IRS990EZ/OtherAssetsTotalDetail/EOYAmt03085
IRS990EZ/OtherChangesInNetAssetsAmt043936
IRS990EZ/OtherExpensesTotalAmt068379
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0FRATERNAL ORGANIZATION TO PROMOTE UNDERSTANDING OF AND PARTICIPATION IN FREEMASONRY.
IRS990EZ/PrintingPublicationsPostageAmt0856
IRS990EZ/ProgramServiceRevenueAmt06831
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0SUPPORT OF OTHER MASONIC ORGANIZATIONS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1SCOTTISH RITE REUNIONS, EASTER MEETINGS, ETC.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt034691
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt115786
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt025692
IRS990EZ/SaleOfAssetsGrossAmt017478
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt01515
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt01454
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt0117104
IRS990EZ/TotalProgramServiceExpensesAmt050477
IRS990EZ/TotalRevenueAmt0117331
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Office Expenses $527
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Depreciation $1234
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Insurance $3371
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Support of Masonic Organiz. $34690
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Reunions, Meetings $15786
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5KCCH Investiture $5487
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6SR Journal Insert $1964
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt733rd Degree Conferral $1344
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Payroll Service Fees $1165
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Administrative Expenses $804
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Member caps, cases, jewelry $707
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11Computer Expenses $497
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12St Andrew materials $372
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13Maintenance fee $305
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14Leadership conference $126
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt15Furniture and Fixtures - Beginning $4319 Furniture and Fixtures - Ending $3085
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt16Accounts Payable and Accrued Expenses - Beginning $1515 Accounts Payable and Accrued Expenses - Ending $1454
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1009
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Other Expenses.8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Other Expenses.9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Other Expenses.10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Other Expenses.11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc13Other Expenses.12
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc14Other Expenses.13
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc15Other Assets.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc16Total Liabilities.1001
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0GARY HANDY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Secretary
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-11-15
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/PhoneNum03368544277
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Jonathan L Apple CPA
ReturnHeader/ReturnTs02024-11-15T11:02:44-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

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