Civic Intelligence

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

990 • Fiscal year 2023 • EIN 56-0337050

Jan 01, 2023 to Dec 31, 2023 • Filed on Oct 23, 2024

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

90th percentile

0.08x

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

2023 filings • 501(c)10 • $1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

84th percentile

0.28x

Higher debt load relative to revenue than 84% of similar nonprofits.

2023 filings • 501(c)10 • $1M-$5M nonprofits • Source year 2023

Net Margin

86th percentile

50%

Higher net margin than 86% of similar nonprofits.

2023 filings • 501(c)10 • $1M-$5M nonprofits • Source year 2023

Top Officer Pay

93rd percentile

$28,017

Higher top officer pay than 93% of similar nonprofits.

Top officer pay equals 9.2% of source-year revenue.

2023 filings • 501(c)10 • $1M-$5M nonprofits • Source year 2023

Asset Growth

93rd percentile

18%

Faster asset growth than 93% of similar nonprofits.

2023 filings • 501(c)10 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Revenue Growth

88th percentile

100%

Faster revenue growth than 88% of similar nonprofits.

2023 filings • 501(c)10 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets90th percentile

Assets

Up

$1,001,044

Up $151,996 (+18%) from 2022

Net Assets

Up

$917,305

Up $151,031 (+20%) from 2022

Liabilities

Up

$83,739

Up $965 (+1.2%) from 2022

Revenue And Expenses
Liabilities / Revenue84th percentileNet Margin86th percentile

Revenue

Up

$302,928

Up $151,222 (+100%) from 2022

Expenses

Down

$151,897

Down $145,176 (-49%) from 2022

Net Income

Up

$151,031

Up $296,398 (+204%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth93rd 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

2023

Assets$1,001,044
Liabilities$83,739
Net Assets$917,305
Open 2023 Filing

Operations Trend

Revenue Growth88th 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

2023

Revenue$302,928
Expenses$151,897
Net Income$151,031
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Oct 23, 2024
Return Version
2023v5.0
Gross Receipts
$308,045
Mission and Program Overview

Mission

To eliminate language and learning problems in children

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$761,489$911,183▲ $149,694
Cash and Non-Interest-Bearing Accounts$82,857$85,159▲ $2,302
Inventories for Sale or Use$4,702$4,702→ $0
Total Assets$849,048$1,001,044▲ $151,996
Liabilities
Deferred Revenue$82,676$82,502▼ $174
Other Liabilities$98$1,237▲ $1,139
Total Liabilities$82,774$83,739▲ $965
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$557,992$668,078▲ $110,086
Net Assets With Donor Restrictions$208,282$249,227▲ $40,945
Total Net Assets Fund Balance$766,274$917,305▲ $151,031
Total Liabilities and Net Assets / Fund Balance$849,048$1,001,044▲ $151,996

Asset Categories

AssetBook ValueDepreciationBasis
Equipment-$106,718$106,718
Other Land Buildings-$60,682$60,682
Compensation and Service Providers
Top Officer Pay93rd percentile

Employees

NameTitleFull / Part TimeBaseTotal
Johnny SurlesSecretaryPT$28,017$28,017

Board Members and Trustees

NameTitle
Asa BuckOfficer
Revenue and Support

Revenue Composition

Contributions and Grants
$140,402
Program Service Revenue
$1,405
Investment Income
$8,315
Other Revenue
$152,806
All Other Contributions
$7,837
Change in Net Assets
$151,031
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$106,868
Salaries, Compensation, and Employee Benefits$45,029
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Payments to Affiliates$54,443--$54,443
Other Salaries and Wages$39,867--$39,867
Occupancy$30,154--$30,154
Conferences and Meetings$9,557--$9,557
Office Expenses$8,891--$8,891
Payroll Taxes$2,937--$2,937
Other Employee Benefits$2,225--$2,225
Fees for Services Accounting-$1,004-$1,004
Other Expenses$696$2,123-$696
Total Functional Expenses$148,770$3,127$0$151,897
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$15,087
Fundraising Direct Expenses$3,001
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Bbq Chicken Din$15,087$15,087$3,001$12,086
Total Events$15,087$15,087$3,001$12,086
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$1,237
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
2024-10-23
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
3

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 Appendix303 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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ReturnHeader/BuildTS02024-10-15 13:58:12Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0JOHNNY SURLES
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SECRETARY
ReturnHeader/BusinessOfficerGrp/PhoneNum02526384031
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-10-23
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ANCIENT AND ACCEPTED SCOTTISH RITE
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0OF VALLEY OF NEW BERN
ReturnHeader/Filer/BusinessNameControlTxt0ANCI
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/PreparationDt02024-10-23
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0TIM G POTTER
ReturnHeader/ReturnTs02024-11-13T09:07:15-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

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Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,001,044
Liabilities
$83,739
Net assets
$917,305
Revenue
$302,928
Expenses
$151,897
Net income
$151,031
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