Civic Intelligence

Ancient & Accepted Scottish Rite of Valley of New Bern & Coord Bodies

990 • Fiscal year 2020 • EIN 56-0337050

Jan 01, 2020 to Dec 31, 2020 • Filed on Apr 26, 2021

Organization ProfileWWW.SCOTTISHRITENEWBERN.ORG
2100A S Glenburnie RoadNew Bern, NC 28562-2237

(252) 638-4031

Siviq Scores

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

Liabilities / Assets

91st percentile

0.10x

Higher debt load relative to assets than 91% of similar nonprofits.

2020 filings • 501(c)10 • $500k-$1M nonprofits • Source year 2020

Liabilities / Revenue

90th percentile

0.36x

Higher debt load relative to revenue than 90% of similar nonprofits.

2020 filings • 501(c)10 • $500k-$1M nonprofits • Source year 2020

Net Margin

75th percentile

41%

Higher net margin than 75% of similar nonprofits.

2020 filings • 501(c)10 • $500k-$1M nonprofits • Source year 2020

Top Officer Pay

94th percentile

$15,778

Higher top officer pay than 94% of similar nonprofits.

Top officer pay equals 6.6% of source-year revenue.

2020 filings • 501(c)10 • $500k-$1M nonprofits • Source year 2020

Asset Growth

85th percentile

13%

Faster asset growth than 85% of similar nonprofits.

2020 filings • 501(c)10 • $500k-$1M nonprofits • Annualized from 2019 to 2020

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets91st percentile

Assets

Up

$847,420

Up $98,493 (+13%) from 2019

Net Assets

Up

$760,886

Up $97,775 (+15%) from 2019

Liabilities

Up

$86,534

Up $718 (+0.8%) from 2019

Revenue And Expenses
Liabilities / Revenue90th percentileNet Margin75th percentile

Revenue

Up

$238,838

Up $390,323 (+258%) from 2019

Expenses

Down

$141,063

Down $21,002 (-13%) from 2019

Net Income

Up

$97,775

Up $411,325 (+131%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth85th percentile

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

$1.5M$1.0M$500K$0Assets 2011: $878,340Liabilities 2011: $78,895Net Assets 2011: $799,4452011Assets 2012: $962,849Liabilities 2012: $100,328Net Assets 2012: $862,5212012Assets 2013: $1,069,534Liabilities 2013: $78,480Net Assets 2013: $991,0542013Assets 2014: $1,041,302Liabilities 2014: $77,593Net Assets 2014: $963,7092014Assets 2015: $1,088,994Liabilities 2015: $73,376Net Assets 2015: $1,015,6182015Assets 2016: $1,037,103Liabilities 2016: $66,323Net Assets 2016: $970,7802016Assets 2017: $1,137,561Liabilities 2017: $70,039Net Assets 2017: $1,067,5222017Assets 2018: $1,063,059Liabilities 2018: $86,398Net Assets 2018: $976,6612018Assets 2019: $748,927Liabilities 2019: $85,816Net Assets 2019: $663,1112019Assets 2020: $847,420Liabilities 2020: $86,534Net Assets 2020: $760,8862020Assets 2021: $998,812Liabilities 2021: $87,171Net Assets 2021: $911,6412021Assets 2022: $849,048Liabilities 2022: $82,774Net Assets 2022: $766,2742022Assets 2023: $1,001,044Liabilities 2023: $83,739Net Assets 2023: $917,3052023Assets 2024: $1,159,984Liabilities 2024: $96,586Net Assets 2024: $1,063,3982024

Highlighted filing

2020

Assets$847,420
Liabilities$86,534
Net Assets$760,886
Open 2020 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$400K$200K$0-$200K-$400KRevenue 2011: $223,012Expenses 2011: $244,564Net Income 2011: -$21,5522011Revenue 2012: $282,064Expenses 2012: $218,988Net Income 2012: $63,0762012Revenue 2013: $307,978Expenses 2013: $179,445Net Income 2013: $128,5332013Revenue 2014: $225,531Expenses 2014: $252,876Net Income 2014: -$27,3452014Revenue 2015: $241,215Expenses 2015: $189,306Net Income 2015: $51,9092015Revenue 2016: $194,242Expenses 2016: $239,080Net Income 2016: -$44,8382016Revenue 2017: $277,968Expenses 2017: $181,226Net Income 2017: $96,7422017Revenue 2018: $77,332Expenses 2018: $168,193Net Income 2018: -$90,8612018Revenue 2019: -$151,485Expenses 2019: $162,065Net Income 2019: -$313,5502019Revenue 2020: $238,838Expenses 2020: $141,063Net Income 2020: $97,7752020Revenue 2021: $311,080Expenses 2021: $160,325Net Income 2021: $150,7552021Revenue 2022: $151,706Expenses 2022: $297,073Net Income 2022: -$145,3672022Revenue 2023: $302,928Expenses 2023: $151,897Net Income 2023: $151,0312023Revenue 2024: $291,135Expenses 2024: $145,042Net Income 2024: $146,0932024

Highlighted filing

2020

Revenue$238,838
Expenses$141,063
Net Income$97,775
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Apr 26, 2021
Return Version
2020v4.0
Gross Receipts
$239,771
Mission and Program Overview

Mission

To eliminate language and learning problems in children

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$679,959$776,685▲ $96,726
Cash and Non-Interest-Bearing Accounts$64,266$66,033▲ $1,767
Inventories for Sale or Use$4,702$4,702→ $0
Total Assets$748,927$847,420▲ $98,493
Liabilities
Deferred Revenue$84,154$85,311▲ $1,157
Other Liabilities$1,662$1,223▼ $439
Total Liabilities$85,816$86,534▲ $718
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$479,996$559,619▲ $79,623
Net Assets With Donor Restrictions$183,115$201,267▲ $18,152
Total Net Assets Fund Balance$663,111$760,886▲ $97,775
Total Liabilities and Net Assets / Fund Balance$748,927$847,420▲ $98,493

Asset Categories

AssetBook ValueDepreciationBasis
Equipment-$106,718$106,718
Other Land Buildings-$60,682$60,682
Compensation and Service Providers
Top Officer Pay94th percentile

Employees

NameTitleFull / Part TimeBaseTotal
William L DillSecretaryPT$15,778$15,778

Board Members and Trustees

NameTitle
Aaron W MorrisSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$140,711
Program Service Revenue
$530
Investment Income
$8,016
Other Revenue
$89,581
All Other Contributions
$3,748
Change in Net Assets
$97,775
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$84,174
Salaries, Compensation, and Employee Benefits$56,889
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Payments to Affiliates$34,053--$34,053
Occupancy$31,548--$31,548
Other Salaries and Wages$30,030--$30,030
Current Officers, Directors, Trustees, and Key Employees$15,778--$15,778
Conferences and Meetings$9,124--$9,124
Other Employee Benefits$7,270--$7,270
Office Expenses$6,822--$6,822
Payroll Taxes$3,811--$3,811
Fees for Services Accounting$1,000--$1,000
Other Expenses$843$784-$784
Total Functional Expenses$140,279$784$0$141,063
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Federal and Fica Payable$1,117
Sales Tax Payable$106
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
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
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 6

“MEMBERS”

Form 990, Page 6, Part VI, Line 7A

“The members have input in the process”

Form 990, Page 6, Part VI, Line 7B

“Final approval is determined by the officer”

Form 990, Page 6, Part VI, Line 11B

“Final approval is determined by officer”

Form 990, Page 6, Part VI, Line 19

“AVAILABLE UPON REQUEST”

Filing and Contact Details

Filer

Filer Name
Ancient and Accepted Scottish Rite
EIN
56-0337050
Phone
2526384031
Address
2100A S GLENBURNIE ROAD, NEW BERN, NC 28562-2237

Signing Officer

Name
Aaron W Morris
Title
Secretary
Phone
2526384031
Signed
2021-04-26
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Aaron W Morris
Formed
1813
Legal Domicile
Nc
Voting Board Members
11
Independent Board Members
950
Employees
2
Volunteers
225

Preparer

Firm
Tim G Potter Inc
Address
PO BOX 13005, NEW BERN, NC 28561-3005
Preparer
Tim G Potter
Phone
2526331840
Supplemental Narrative

Additional Explanations

Form 990, Page 2, Part III, Line 4D

“To eliminate language and learing problems in children”

Raw XML Appendix295 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/GrossReceiptsAmt0239771
IRS990/GrossRentsGrp/RealAmt0539
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IRS990/GroupReturnForAffiliatesInd0false
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IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt0950
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartIIIInd0X
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IRS990/InventoriesForSaleOrUseGrp/BOYAmt04702
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IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0679959
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IRS990/MoreThan5000KToIndividualsInd0false
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IRS990/NetAssetsOrFundBalancesEOYAmt0760886
IRS990/NetIncomeOrLossGrp/RelatedOrExemptFuncIncomeAmt0332
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt0332
IRS990/NetRentalIncomeOrLossGrp/RelatedOrExemptFuncIncomeAmt0539
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IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/ProgramServicesAmt031548
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IRS990/OfficeExpensesGrp/ProgramServicesAmt06822
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IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt07270
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IRS990/OtherExpensesGrp/Desc0SUPPLIES
IRS990/OtherExpensesGrp/Desc1BANK CHARGES
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PAGE 6, PART VI, LINE 19
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ReturnHeader/BuildTS02022-09-23 18:48:47Z
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ReturnHeader/BusinessOfficerGrp/SignatureDt02021-04-26
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ReturnHeader/Filer/PhoneNum02526384031
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ReturnHeader/Filer/USAddress/ZIPCd0285622237
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0562264822
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 13005
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0NEW BERN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0285613005
ReturnHeader/PreparerPersonGrp/PhoneNum02526331840
ReturnHeader/PreparerPersonGrp/PreparationDt02021-04-27
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0TIM G POTTER
ReturnHeader/ReturnTs02021-04-30T09:07:28-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0AARON W
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0MORRIS
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

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Filings

Displayed year

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

Open filing
Assets
$847,420
Liabilities
$86,534
Net assets
$760,886
Revenue
$238,838
Expenses
$141,063
Net income
$97,775
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.16$0.10$1.06$0.29$0.15$0.15
2023Detailed filing. Detailed filing data is available for this year.$1.00$0.08$0.92$0.30$0.15$0.15
2022Detailed filing. Detailed filing data is available for this year.$0.85$0.08$0.77$0.15$0.30$0.15
2021Detailed filing. Detailed filing data is available for this year.$1.00$0.09$0.91$0.31$0.16$0.15
2020Detailed filing. Detailed filing data is available for this year.$0.85$0.09$0.76$0.24$0.14$0.10
2019Summary only. Only limited summary data is available for this year.$0.75$0.09$0.66$0.15$0.16$0.31
2018Summary only. Only limited summary data is available for this year.$1.06$0.09$0.98$0.08$0.17$0.09
2017Summary only. Only limited summary data is available for this year.$1.14$0.07$1.07$0.28$0.18$0.10
2016Summary only. Only limited summary data is available for this year.$1.04$0.07$0.97$0.19$0.24$0.04
2015Summary only. Only limited summary data is available for this year.$1.09$0.07$1.02$0.24$0.19$0.05
2014Summary only. Only limited summary data is available for this year.$1.04$0.08$0.96$0.23$0.25$0.03
2013Summary only. Only limited summary data is available for this year.$1.07$0.08$0.99$0.31$0.18$0.13
2012Summary only. Only limited summary data is available for this year.$0.96$0.10$0.86$0.28$0.22$0.06
2011Summary only. Only limited summary data is available for this year.$0.88$0.08$0.80$0.22$0.24$0.02