Civic Intelligence

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

990 • Fiscal year 2022 • EIN 56-0337050

Jan 01, 2022 to Dec 31, 2022 • Filed on Nov 15, 2023

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

95th percentile

0.10x

Higher debt load relative to assets than 95% of similar nonprofits.

2022 filings • 501(c)10 • $500k-$1M nonprofits • Source year 2022

Liabilities / Revenue

94th percentile

0.55x

Higher debt load relative to revenue than 94% of similar nonprofits.

2022 filings • 501(c)10 • $500k-$1M nonprofits • Source year 2022

Net Margin

11th percentile

-96%

Higher net margin than 11% of similar nonprofits.

2022 filings • 501(c)10 • $500k-$1M nonprofits • Source year 2022

Top Officer Pay

97th percentile

$25,000

Higher top officer pay than 97% of similar nonprofits.

Top officer pay equals 16.5% of source-year revenue.

2022 filings • 501(c)10 • $500k-$1M nonprofits • Source year 2022

Asset Growth

23rd percentile

-15%

Faster asset growth than 23% of similar nonprofits.

2022 filings • 501(c)10 • $500k-$1M nonprofits • Annualized from 2021 to 2022

Revenue Growth

19th percentile

-51%

Faster revenue growth than 19% of similar nonprofits.

2022 filings • 501(c)10 • $500k-$1M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets95th percentile

Assets

Down

$849,048

Down $149,764 (-15%) from 2021

Net Assets

Down

$766,274

Down $145,367 (-16%) from 2021

Liabilities

Down

$82,774

Down $4,397 (-5.0%) from 2021

Revenue And Expenses
Liabilities / Revenue94th percentileNet Margin11th percentile

Revenue

Down

$151,706

Down $159,374 (-51%) from 2021

Expenses

Up

$297,073

Up $136,748 (+85%) from 2021

Net Income

Down

-$145,367

Down $296,122 (-196%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth23rd 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

2022

Assets$849,048
Liabilities$82,774
Net Assets$766,274
Open 2022 Filing

Operations Trend

Revenue Growth19th percentile

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

2022

Revenue$151,706
Expenses$297,073
Net Income-$145,367
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Nov 15, 2023
Return Version
2022v5.0
Gross Receipts
$157,268
Mission and Program Overview

Mission

To eliminate language and learning problems in children

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$927,610$761,489▼ $166,121
Cash and Non-Interest-Bearing Accounts$66,500$82,857▲ $16,357
Inventories for Sale or Use$4,702$4,702→ $0
Total Assets$998,812$849,048▼ $149,764
Liabilities
Deferred Revenue$86,132$82,676▼ $3,456
Other Liabilities$1,039$98▼ $941
Total Liabilities$87,171$82,774▼ $4,397
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$662,898$557,992▼ $104,906
Net Assets With Donor Restrictions$248,743$208,282▼ $40,461
Total Net Assets Fund Balance$911,641$766,274▼ $145,367
Total Liabilities and Net Assets / Fund Balance$998,812$849,048▼ $149,764

Asset Categories

AssetBook ValueDepreciationBasis
Equipment-$167,400$167,400
Compensation and Service Providers
Top Officer Pay97th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Johnny SurlesSecretaryPT$25,000$25,000

Board Members and Trustees

NameTitle
Asa BuckOfficer
Revenue and Support

Revenue Composition

Contributions and Grants
$126,786
Program Service Revenue
$1,344
Investment Income
$9,272
Other Revenue
$14,304
All Other Contributions
$4,678
Change in Net Assets
$-145,367
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$256,364
Salaries, Compensation, and Employee Benefits$40,709
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Payments to Affiliates$37,556--$37,556
Other Salaries and Wages$36,692--$36,692
Occupancy$26,268--$26,268
Office Expenses$7,229--$7,229
Conferences and Meetings$4,995--$4,995
Payroll Taxes$3,120--$3,120
Fees for Services Accounting-$1,000-$1,000
Other Employee Benefits$897--$897
Other Expenses$800$478-$478
Total Functional Expenses$295,595$1,478$0$297,073
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$16,310
Fundraising Direct Expenses$4,558
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Bbq Chicken Din$16,310$16,310$4,558$11,752
Total Events$16,310$16,310$4,558$11,752
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$98
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
Johnny Surles
Title
Secretary
Phone
2526384031
Signed
2023-11-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Johnny Surles
Formed
1813
Legal Domicile
Nc
Voting Board Members
11
Independent Board Members
800
Employees
4

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 Appendix301 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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IRS990/NetRentalIncomeOrLossGrp/RelatedOrExemptFuncIncomeAmt0637
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IRS990/OfficerMailingAddressInd0false
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IRS990/PartialLiquidationInd0false
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PAGE 6, PART VI, LINE 19
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ReturnHeader/BuildTS02023-04-26 12:10:37Z
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ReturnHeader/Filer/EIN0560337050
ReturnHeader/Filer/PhoneNum02526384031
ReturnHeader/Filer/USAddress/AddressLine1Txt02100A S GLENBURNIE ROAD
ReturnHeader/Filer/USAddress/CityNm0NEW BERN
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd0285622237
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0562264822
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0TIM G POTTER INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 13005
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0NEW BERN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0285613005
ReturnHeader/PreparerPersonGrp/PhoneNum02526331840
ReturnHeader/PreparerPersonGrp/PreparationDt02023-11-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0TIM G POTTER
ReturnHeader/ReturnTs02023-11-14T15:21:36-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JOHNNY
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0SURLES
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

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Filings

Displayed year

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

Open filing
Assets
$849,048
Liabilities
$82,774
Net assets
$766,274
Revenue
$151,706
Expenses
$297,073
Net income
-$145,367
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