Civic Intelligence

Ancient & Accepted Scottish Rite of Free Masonry Southern Jurisdiction

990 • Fiscal year 2017 • EIN 56-0469995

Jan 01, 2017 to Dec 31, 2017 • Filed on Sep 10, 2018

PO Box 6086Asheville, NC 28816

(828) 253-9911

Siviq Scores

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

Liabilities / Assets

68th percentile

0.00x

Higher debt load relative to assets than 68% of similar nonprofits.

2017 filings • 501(c)10 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

65th percentile

0.01x

Higher debt load relative to revenue than 65% of similar nonprofits.

2017 filings • 501(c)10 • <$500k nonprofits • Source year 2017

Net Margin

71st percentile

17%

Higher net margin than 71% of similar nonprofits.

2017 filings • 501(c)10 • <$500k nonprofits • Source year 2017

Top Officer Pay

98th percentile

$18,250

Higher top officer pay than 98% of similar nonprofits.

Top officer pay equals 24.2% of source-year revenue.

2017 filings • 501(c)10 • <$500k nonprofits • Source year 2017

Asset Growth

60th percentile

3.3%

Faster asset growth than 60% of similar nonprofits.

2017 filings • 501(c)10 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

68th percentile

13%

Faster revenue growth than 68% of similar nonprofits.

2017 filings • 501(c)10 • <$500k nonprofits • Annualized from 2016 to 2017

Assets

Up

$341,680

Up $10,872 (+3.3%) from 2016

Net Assets

Up

$340,630

Up $12,610 (+3.8%) from 2016

Liabilities

Down

$1,050

Down $1,738 (-62%) from 2016

Revenue

Up

$75,551

Up $8,550 (+13%) from 2016

Expenses

Down

$62,941

Down $12,223 (-16%) from 2016

Net Income

Up

$12,610

Up $20,773 (+254%) from 2016

Historical Trend

Balance Sheet Trend

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

$600K$400K$200K$0Assets 2010: $365,368Liabilities 2010: $1,081Net Assets 2010: $364,2872010Assets 2011: $379,296Liabilities 2011: $1,363Net Assets 2011: $377,9332011Assets 2012: $354,106Liabilities 2012: $883Net Assets 2012: $353,2232012Assets 2013: $345,269Liabilities 2013: $91Net Assets 2013: $345,1782013Assets 2014: $353,634Liabilities 2014: $3,843Net Assets 2014: $349,7912014Assets 2015: $338,837Liabilities 2015: $2,655Net Assets 2015: $336,1822015Assets 2016: $330,808Liabilities 2016: $2,788Net Assets 2016: $328,0202016Assets 2017: $341,680Liabilities 2017: $1,050Net Assets 2017: $340,6302017Assets 2018: $336,795Liabilities 2018: $1,048Net Assets 2018: $335,7472018Assets 2019: $374,316Liabilities 2019: $3,794Net Assets 2019: $370,5222019Assets 2020: $376,760Liabilities 2020: $4,539Net Assets 2020: $372,2212020Assets 2021: $373,013Liabilities 2021: $2,106Net Assets 2021: $370,9072021Assets 2022: $393,235Liabilities 2022: $2,746Net Assets 2022: $390,4892022Assets 2023: $383,335Liabilities 2023: $1,901Net Assets 2023: $381,4342023Assets 2024: $439,826Liabilities 2024: $2,144Net Assets 2024: $437,6822024

Highlighted filing

2017

Assets$341,680
Liabilities$1,050
Net Assets$340,630

Operations Trend

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

$150K$100K$50K$0-$50KExpenses 2010: $70,5242010Expenses 2011: $92,2202011Expenses 2012: $101,9432012Revenue 2013: $77,694Expenses 2013: $85,739Net Income 2013: -$8,0452013Revenue 2014: $70,464Expenses 2014: $65,849Net Income 2014: $4,6152014Revenue 2015: $58,070Expenses 2015: $71,681Net Income 2015: -$13,6112015Revenue 2016: $67,001Expenses 2016: $75,164Net Income 2016: -$8,1632016Revenue 2017: $75,551Expenses 2017: $62,941Net Income 2017: $12,6102017Revenue 2018: $59,050Expenses 2018: $64,863Net Income 2018: -$5,8132018Revenue 2019: $60,773Expenses 2019: $60,091Net Income 2019: $6822019Revenue 2020: $64,176Expenses 2020: $65,258Net Income 2020: -$1,0822020Revenue 2021: $77,827Expenses 2021: $76,791Net Income 2021: $1,0362021Revenue 2022: $66,825Expenses 2022: $45,842Net Income 2022: $20,9832022Revenue 2023: $63,943Expenses 2023: $77,150Net Income 2023: -$13,2072023Revenue 2024: $55,377Expenses 2024: $37,180Net Income 2024: $18,1972024

Highlighted filing

2017

Revenue$75,551
Expenses$62,941
Net Income$12,610
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Sep 10, 2018
Return Version
2017v2.2
Gross Receipts
$75,551
Mission and Program Overview

Mission

It is the mission of the Scottish Rite

It is the mission of the scottish rite of freemasonry, sj, to improve its members and enhance the communities in which they live by teaching and emulating the principles of brotherly love, tolerance, charity, and truth while actively embracing high social, moral,

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$282,897$280,130▼ $2,767
Cash and Non-Interest-Bearing Accounts$18,851$32,200▲ $13,349
Accounts Receivable$28,878$29,350▲ $472
Land, Buildings, and Equipment, Net$182--
Total Assets$330,808$341,680▲ $10,872
Liabilities
Accounts Payable and Accrued Expenses$2,788$1,050▼ $1,738
Total Liabilities$2,788$1,050▼ $1,738
Net Assets / Fund Balance
Permanently Rstr Net Assets$148,486$148,486→ $0
Temporarily Rstr Net Assets$116,813$118,850▲ $2,037
Unrestricted Net Assets$62,721$73,294▲ $10,573
Total Net Assets Fund Balance$328,020$340,630▲ $12,610
Total Liabilities and Net Assets / Fund Balance$330,808$341,680▲ $10,872

Asset Categories

AssetBook ValueDepreciationBasis
Equipment-$2,984-

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2017$146,606---$146,606
2016$146,606---$146,606
2015$146,606---$146,606
2014$146,606---$146,606
2013$146,381$225--$146,606
Compensation and Service Providers

Employees

NameTitleFull / Part TimeOtherTotal
Rick PattonSecretaryPT$18,250$18,250

Board Members and Trustees

NameTitle
Gene CanterChairman
Walter HitchTreasurer
Curtis HippsVoting Member
Gabe QuinleyVoting Member
Gus SimsVoting Member
Jack BarnettVoting Member
Marty FischerVoting Member
Rory Justin ByersVoting Member
Tony RathboneVoting Member
Revenue and Support

Revenue Composition

Contributions and Grants
$6,291
Program Service Revenue
$68,808
Investment Income
$452
Other Revenue
$0
All Other Contributions
$4,731
Change in Net Assets
$12,610
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$41,788
Salaries, Compensation, and Employee Benefits$19,696
Grants and Similar Amounts Paid$600
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
All Other Expenses---$29,503
Current Officers, Directors, Trustees, and Key Employees---$18,250
Occupancy---$4,555
Payroll Taxes---$1,446
Conferences and Meetings---$1,126
Fees for Services Accounting---$1,040
Benefits to Members---$857
Insurance---$615
Grants to Domestic Individuals---$600
Office Expenses---$482
Other Expenses---$123
Travel---$48
Total Functional Expenses$0$0$0$62,941
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Asheville Scottish Rite Foundation IncAsheville, NC-Scholarships$13,655
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
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
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
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No
Filing and Contact Details

Filer

Filer Name
Ancient and Accepted Scottish Rites
EIN
56-0469995
Phone
8282539911
Address
PO Box 6086, Asheville, NC 28816

Signing Officer

Name
Carl R Patton
Title
Secretary
Phone
8282539911
Signed
2018-09-10
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Carl Patton
Formed
1912
Legal Domicile
Nc
Voting Board Members
8
Independent Board Members
8
Employees
1
Volunteers
8

Preparer

Firm
Brooks CPA PLLC
Address
PO Box 1483, Whittier, NC 28789
Preparer
Frances M Brooks
Phone
8284975390
Supplemental Narrative

Additional Explanations

Pt VI, Line 7A

The advisory conference is elected by the membership and approved by them

Pt VI, Line 11B

Copies are distributed electronically through email

Pt VI, Line 12C

An eight member advisory committe reviews any potential conflicts

Pt VI, Line 15A

Compensation is set by the NC governing board

Pt VI, Line 15B

Compensation is set by the NC governing board

Pt VI, Line 19

A copy is available on the website

Pt VI, Line 8B

Meetings are documented with minutes

Form 990, Part IX, Line 24E

File Maintenance 250.

Form 990, Part IX, Line 24E

Initiates fees 70.

Form 990, Part IX, Line 24E

Per Capital Tax 11126.

Form 990, Part IX, Line 24E

Uncollectible Dues 9606.

Form 990, Part IX, Line 24E

Programs & Honors 4872.

Form 990, Part IX, Line 24E

Supplies

Form 990, Part IX, Line 24E

ROTC Program 125.

Form 990, Part IX, Line 24E

Items for fundraising

Form 990, Part IX, Line 24E

Cleaning

Form 990, Part IX, Line 24E

Storage Unit

Form 990, Part IX, Line 24E

Building repairs 24.

Form 990, Part IX, Line 24E

Depreciation 182.

Form 990, Part IX, Line 24E

Misc billing 3248.

Raw XML Appendix388 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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IRS990ScheduleD/EquipmentGrp/InvestmentCostOrOtherBasisAmt02984
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/RecipientTable/CashGrantAmt013655
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0Scholarships
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0Asheville Scottish Rite Foundation Inc
IRS990ScheduleI/RecipientTable/RecipientEIN0611579853
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0PO Box 19565
IRS990ScheduleI/RecipientTable/USAddress/CityNm0Asheville
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0NC
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd028815
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0The advisory conference is elected by the membership and approved by them
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Copies are distributed electronically through email
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2An eight member advisory committe reviews any potential conflicts
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Compensation is set by the NC governing board
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Compensation is set by the NC governing board
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5A copy is available on the website
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Meetings are documented with minutes
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7File Maintenance 250.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Initiates fees 70.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Per Capital Tax 11126.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Uncollectible Dues 9606.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11Programs & Honors 4872.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12Supplies
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13ROTC Program 125.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14Items for fundraising
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt15Cleaning
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt16Storage Unit
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt17Building repairs 24.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt18Depreciation 182.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt19Misc billing 3248.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Pt VI, Line 7a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Pt VI, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Pt VI, Line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Pt VI, Line 15a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Pt VI, Line 15b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Pt VI, Line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Pt VI, Line 8b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc13Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc14Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc15Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc16Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc17Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc18Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc19Form 990, Part IX, Line 24e
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TemporarilyRstrNetAssetsGrp/BOYAmt0116813
IRS990/TemporarilyRstrNetAssetsGrp/EOYAmt0118850
IRS990/TempOrPermanentEndowmentsInd0true
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0330808
IRS990/TotalAssetsEOYAmt0341680
IRS990/TotalAssetsGrp/BOYAmt0330808
IRS990/TotalAssetsGrp/EOYAmt0341680
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt06291
IRS990/TotalEmployeeCnt01
IRS990/TotalFunctionalExpensesGrp/TotalAmt062941
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt02788
IRS990/TotalLiabilitiesEOYAmt01050
IRS990/TotalLiabilitiesGrp/BOYAmt02788
IRS990/TotalLiabilitiesGrp/EOYAmt01050
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0328020
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0340630
IRS990/TotalProgramServiceRevenueAmt068808
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt069260
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt075551
IRS990/TotalVolunteersCnt08
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0330808
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0341680
IRS990/TotReportableCompRltdOrgAmt018250
IRS990/TransactionWithControlEntInd0false
IRS990/TravelGrp/TotalAmt048
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt062721
IRS990/UnrestrictedNetAssetsGrp/EOYAmt073294
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0PO Box 6086
IRS990/USAddress/CityNm0Asheville
IRS990/USAddress/StateAbbreviationCd0NC
IRS990/USAddress/ZIPCd028816
IRS990/VotingMembersGoverningBodyCnt08
IRS990/VotingMembersIndependentCnt08
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0CARL R PATTON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SECRETARY
ReturnHeader/BusinessOfficerGrp/PhoneNum08282539911
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-09-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Ancient and Accepted Scottish Rites
ReturnHeader/Filer/BusinessNameControlTxt0ANCI
ReturnHeader/Filer/EIN0560469995
ReturnHeader/Filer/PhoneNum08282539911
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 6086
ReturnHeader/Filer/USAddress/CityNm0Asheville
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd028816
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId02A2018714B172832EE47495B31ADBAA5DB305953
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId02A2018714B172832EE47495B31ADBAA5DB305953
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt050.111.64.186
ReturnHeader/FilingSecurityInformation/IPDt02018-09-12
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PD
ReturnHeader/FilingSecurityInformation/IPTm013:33:45
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Brooks CPA PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO Box 1483
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Whittier
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd028789
ReturnHeader/PreparerPersonGrp/PhoneNum08284975390
ReturnHeader/PreparerPersonGrp/PreparationDt02018-09-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0FRANCES M BROOKS
ReturnHeader/ReturnTs02018-09-12T13:33:53-07:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

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.$4.40$0.02$4.38$0.55$0.37$0.18
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.83$0.02$3.81$0.64$0.77$0.13
2022Detailed filing. Detailed filing data is available for this year.$3.93$0.03$3.90$0.67$0.46$0.21
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.73$0.02$3.71$0.78$0.77$0.01
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.77$0.05$3.72$0.64$0.65$0.01
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.74$0.04$3.71$0.61$0.60$0.01
2018Detailed filing. Detailed filing data is available for this year.$3.37$0.01$3.36$0.59$0.65$0.06
2017Detailed filing. Detailed filing data is available for this year.$3.42$0.01$3.41$0.76$0.63$0.13
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.31$0.03$3.28$0.67$0.75$0.08
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.39$0.03$3.36$0.58$0.72$0.14
2014Detailed filing. Detailed filing data is available for this year.$3.54$0.04$3.50$0.70$0.66$0.05
2013Detailed filing. Detailed filing data is available for this year.$3.45$0.00$3.45$0.78$0.86$0.08
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.54$0.01$3.53$1.02
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.79$0.01$3.78$0.92
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.65$0.01$3.64$0.71