Civic Intelligence

Ancient & Accepted Scottish Rite of Valley of Panama City & Coor

990EZ • Fiscal year 2018 • EIN 59-6137316

Jan 01, 2018 to Dec 31, 2018 • Filed on Mar 15, 2019

Organization ProfileN/A
P O Box 1Panama City, FL 32402-0001

(850) 763-7144

Siviq Scores

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

Liabilities / Assets

62nd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2018 filings • 501(c)10 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

60th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2018 filings • 501(c)10 • <$500k nonprofits • Source year 2018

Net Margin

25th percentile

-11%

Higher net margin than 25% of similar nonprofits.

2018 filings • 501(c)10 • <$500k nonprofits • Source year 2018

Top Officer Pay

96th percentile

$14,400

Higher top officer pay than 96% of similar nonprofits.

Top officer pay equals 18.7% of source-year revenue.

2018 filings • 501(c)10 • <$500k nonprofits • Source year 2018

Asset Growth

31st percentile

-4.7%

Faster asset growth than 31% of similar nonprofits.

2018 filings • 501(c)10 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

82nd percentile

33%

Faster revenue growth than 82% of similar nonprofits.

2018 filings • 501(c)10 • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets62nd percentile

Assets

Down

$352,167

Down $17,240 (-4.7%) from 2017

Net Assets

Down

$352,167

Down $17,240 (-4.7%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue60th percentileNet Margin25th percentile

Revenue

Up

$77,000

Up $18,992 (+33%) from 2017

Expenses

Up

$85,151

Up $11,833 (+16%) from 2017

Net Income

Up

-$8,151

Up $7,159 (+47%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth31st percentile

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

$600K$400K$200K$0Assets 2010: $401,864Liabilities 2010: $0Net Assets 2010: $401,8642010Assets 2011: $406,384Liabilities 2011: $0Net Assets 2011: $406,3842011Assets 2012: $405,886Liabilities 2012: $0Net Assets 2012: $405,8862012Assets 2013: $397,626Liabilities 2013: $0Net Assets 2013: $397,6262013Assets 2014: $391,836Liabilities 2014: $0Net Assets 2014: $391,8362014Assets 2015: $378,340Liabilities 2015: $0Net Assets 2015: $378,3402015Assets 2016: $372,009Liabilities 2016: $0Net Assets 2016: $372,0092016Assets 2017: $369,407Liabilities 2017: $0Net Assets 2017: $369,4072017Assets 2018: $352,167Liabilities 2018: $0Net Assets 2018: $352,1672018Assets 2019: $345,310Liabilities 2019: $0Net Assets 2019: $345,3102019Assets 2020: $352,767Liabilities 2020: $0Net Assets 2020: $352,7672020Assets 2021: $354,063Liabilities 2021: $0Net Assets 2021: $354,0632021Assets 2022: $312,785Liabilities 2022: $0Net Assets 2022: $312,7852022Assets 2023: $330,767Liabilities 2023: $0Net Assets 2023: $330,7672023Assets 2024: $336,755Net Assets 2024: $336,7552024Assets 2025: $346,604Net Assets 2025: $346,6042025

Highlighted filing

2018

Assets$352,167
Liabilities$0
Net Assets$352,167
Open 2018 Filing

Operations Trend

Revenue Growth82nd percentile

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

$100K$50K$0-$50KRevenue 2010: $56,989Expenses 2010: $69,057Net Income 2010: -$12,0682010Revenue 2011: $76,715Expenses 2011: $73,495Net Income 2011: $3,2202011Revenue 2012: $56,457Expenses 2012: $66,958Net Income 2012: -$10,5012012Revenue 2013: $75,492Expenses 2013: $96,436Net Income 2013: -$20,9442013Revenue 2014: $61,056Expenses 2014: $65,144Net Income 2014: -$4,0882014Revenue 2015: $61,462Expenses 2015: $70,315Net Income 2015: -$8,8532015Revenue 2016: $52,430Expenses 2016: $61,010Net Income 2016: -$8,5802016Revenue 2017: $58,008Expenses 2017: $73,318Net Income 2017: -$15,3102017Revenue 2018: $77,000Expenses 2018: $85,151Net Income 2018: -$8,1512018Revenue 2019: $68,354Expenses 2019: $91,305Net Income 2019: -$22,9512019Revenue 2020: $46,268Expenses 2020: $47,052Net Income 2020: -$7842020Revenue 2021: $82,980Expenses 2021: $63,046Net Income 2021: $19,9342021Revenue 2022: $52,330Expenses 2022: $51,016Net Income 2022: $1,3142022Revenue 2023: $60,169Expenses 2023: $50,116Net Income 2023: $10,0532023Revenue 2024: $54,687Expenses 2024: $55,152Net Income 2024: -$4652024Revenue 2025: $71,827Expenses 2025: $60,526Net Income 2025: $11,3012025

Highlighted filing

2018

Revenue$77,000
Expenses$85,151
Net Income-$8,151
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Mar 15, 2019
Return Version
2018v3.1
Gross Receipts
$79,168
Mission and Program Overview

Mission

Fraternal and clinical support.

Program Services

DescriptionGrantsExpenses
FRATERNAL EDUCATION TO MEMBERS--
ASSISTANCE TO NEEDY, ASSISTANCE TO CLINICS THROUGH FOUNDATION--
PER CAPITA TO NATIONAL ORGANIZATION--
Compensation and Service Providers
Top Officer Pay96th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
SAMUEL J FISCHERSecretaryPT$14,400-$14,400
DEAN M RESCHPresidentPT$0--
HENRY T RABBY JRVice PresidePT$0--
WAYNE N WERTDirectorPT$0--
HARRY R DAVISAlmonerPT$0--
DAN HINZTreasurerPT$0--
Filing and Contact Details

Filer

Filer Name
Ancient & Accepted Scottish Rite of
EIN
59-6137316
Phone
8507637144
Address
P O BOX 1, PANAMA CITY, FL 32402-0001

Signing Officer

Name
Samuel J Fischer
Title
Secretary
Phone
8507637144
Signed
2019-03-15

Preparer

Firm
Tipton Marler Garner & Chastain
Address
P O BOX 1100, PANAMA CITY, FL 32402-1100
Preparer
D Mark Gusmus CPA
Phone
8507699491
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

“Expenses awards 186 dues 11,827 gifts and support 2,664 insurance 5,893 office expense 459 perpetual expense 1,600 tax 1,393 travel 1,049 uniform buiness report 61 non-investment depreciation 4,913 total 30,045”

Form 990-ez, Part I, Line 20

“Increase in value of perpetual membership fund 0 decrease in value of perpetual membership fund -9,089”

Form 990-ez, Part II, Line 24

“Other depreciable assests 60,754 60,754 less accumulated depreciation 60,754 60,754 perpetual membership investment 121,544 112,455 total 121,544 112,455”

Raw XML Appendix131 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/PersonNm0SAMUEL J FISCHER
IRS990EZ/BooksInCareOfDetail/PhoneNum08507637144
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0P O BOX 1
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0PANAMA CITY
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0FL
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd0324020001
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt057402
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt054164
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt038621
IRS990EZ/CostOfGoodsSoldAmt0279
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-8151
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0985
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0369407
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0352167
IRS990EZ/FundraisingGrossIncomeAmt09362
IRS990EZ/GrossProfitLossSlsOfInvntryAmt092
IRS990EZ/GrossReceiptsAmt079168
IRS990EZ/GrossSalesOfInventoryAmt0371
IRS990EZ/GroupExemptionNum00095
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt0244
IRS990EZ/LandAndBuildingsGrp/BOYAmt0190461
IRS990EZ/LandAndBuildingsGrp/EOYAmt0185548
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt030570
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0369407
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0352167
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0369407
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0352167
IRS990EZ/OccupancyRentUtltsAndMaintAmt038360
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt15.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt25.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt35.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt45.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt520.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt514400
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0DEAN M RESCH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1HENRY T RABBY JR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2WAYNE N WERT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3HARRY R DAVIS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4DAN HINZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5SAMUEL J FISCHER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3ALMONER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5SECRETARY
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt0121544
IRS990EZ/OtherAssetsTotalDetail/EOYAmt0112455
IRS990EZ/OtherChangesInNetAssetsAmt0-9089
IRS990EZ/OtherExpensesTotalAmt030045
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0FRATERNAL AND CLINICAL SUPPORT.
IRS990EZ/PrintingPublicationsPostageAmt01361
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0FRATERNAL EDUCATION TO MEMBERS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1ASSISTANCE TO NEEDY, ASSISTANCE TO CLINICS THROUGH FOUNDATION
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2PER CAPITA TO NATIONAL ORGANIZATION
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt014400
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt01889
IRS990EZ/SpecialEventsNetIncomeLossAmt07473
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0FL
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt085151
IRS990EZ/TotalRevenueAmt077000
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES AWARDS 186 DUES 11,827 GIFTS AND SUPPORT 2,664 INSURANCE 5,893 OFFICE EXPENSE 459 PERPETUAL EXPENSE 1,600 TAX 1,393 TRAVEL 1,049 UNIFORM BUINESS REPORT 61 NON-INVESTMENT DEPRECIATION 4,913 TOTAL 30,045
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1INCREASE IN VALUE OF PERPETUAL MEMBERSHIP FUND 0 DECREASE IN VALUE OF PERPETUAL MEMBERSHIP FUND -9,089
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2OTHER DEPRECIABLE ASSESTS 60,754 60,754 LESS ACCUMULATED DEPRECIATION 60,754 60,754 PERPETUAL MEMBERSHIP INVESTMENT 121,544 112,455 TOTAL 121,544 112,455
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART II, LINE 24
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/PersonNm0SAMUEL J FISCHER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SECRETARY
ReturnHeader/BusinessOfficerGrp/PhoneNum08507637144
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-03-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ANCIENT & ACCEPTED SCOTTISH RITE OF
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0VALLEY OF PANAMA CITY & COOR
ReturnHeader/Filer/BusinessNameControlTxt0ANCI
ReturnHeader/Filer/EIN0596137316
ReturnHeader/Filer/PhoneNum08507637144
ReturnHeader/Filer/USAddress/AddressLine1Txt0P O BOX 1
ReturnHeader/Filer/USAddress/CityNm0PANAMA CITY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd0324020001
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0179431B4600AAB869BED76D039B630164F578D67
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId041655A84430C9C5818A8F3A492EA870E13E0483D
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt024.96.192.2
ReturnHeader/FilingSecurityInformation/IPDt02019-03-21
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm017:32:34
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0201217629
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0TIPTON MARLER GARNER & CHASTAIN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0P O BOX 1100
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PANAMA CITY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0324021100
ReturnHeader/PreparerPersonGrp/PhoneNum08507699491
ReturnHeader/PreparerPersonGrp/PreparationDt02019-03-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0D MARK GUSMUS CPA
ReturnHeader/ReturnTs02019-03-21T17:32:34-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$352,167
Liabilities
$0
Net assets
$352,167
Revenue
$77,000
Expenses
$85,151
Net income
-$8,151
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$3.47$3.47$0.72$0.61$0.11
2024Detailed filing. Detailed filing data is available for this year.$3.37$3.37$0.55$0.55$0.00
2023Detailed filing. Detailed filing data is available for this year.$3.31$0.00$3.31$0.60$0.50$0.10
2022Detailed filing. Detailed filing data is available for this year.$3.13$0.00$3.13$0.52$0.51$0.01
2021Detailed filing. Detailed filing data is available for this year.$3.54$0.00$3.54$0.83$0.63$0.20
2020Detailed filing. Detailed filing data is available for this year.$3.53$0.00$3.53$0.46$0.47$0.01
2019Detailed filing. Detailed filing data is available for this year.$3.45$0.00$3.45$0.68$0.91$0.23
2018Detailed filing. Detailed filing data is available for this year.$3.52$0.00$3.52$0.77$0.85$0.08
2017Detailed filing. Detailed filing data is available for this year.$3.69$0.00$3.69$0.58$0.73$0.15
2016Detailed filing. Detailed filing data is available for this year.$3.72$0.00$3.72$0.52$0.61$0.09
2015Detailed filing. Detailed filing data is available for this year.$3.78$0.00$3.78$0.61$0.70$0.09
2014Detailed filing. Detailed filing data is available for this year.$3.92$0.00$3.92$0.61$0.65$0.04
2013Detailed filing. Detailed filing data is available for this year.$3.98$0.00$3.98$0.75$0.96$0.21
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.06$0.00$4.06$0.56$0.67$0.11
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.06$0.00$4.06$0.77$0.73$0.03
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.02$0.00$4.02$0.57$0.69$0.12