Civic Intelligence

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

990EZ • Fiscal year 2021 • EIN 59-6137316

Jan 01, 2021 to Dec 31, 2021 • Filed on May 04, 2022

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

66th percentile

0.00x

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

2021 filings • 501(c)10 • <$500k nonprofits • Source year 2021

Liabilities / Revenue

66th percentile

0.00x

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

2021 filings • 501(c)10 • <$500k nonprofits • Source year 2021

Net Margin

70th percentile

24%

Higher net margin than 70% of similar nonprofits.

2021 filings • 501(c)10 • <$500k nonprofits • Source year 2021

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2021 filings • 501(c)10 • <$500k nonprofits • Source year 2021

Asset Growth

40th percentile

0.4%

Faster asset growth than 40% of similar nonprofits.

2021 filings • 501(c)10 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

85th percentile

79%

Faster revenue growth than 85% of similar nonprofits.

2021 filings • 501(c)10 • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets66th percentile

Assets

Up

$354,063

Up $1,296 (+0.4%) from 2020

Net Assets

Up

$354,063

Up $1,296 (+0.4%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue66th percentileNet Margin70th percentile

Revenue

Up

$82,980

Up $36,712 (+79%) from 2020

Expenses

Up

$63,046

Up $15,994 (+34%) from 2020

Net Income

Up

$19,934

Up $20,718 (+2643%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth40th 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

2021

Assets$354,063
Liabilities$0
Net Assets$354,063
Open 2021 Filing

Operations Trend

Revenue Growth85th 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

2021

Revenue$82,980
Expenses$63,046
Net Income$19,934
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
May 4, 2022
Return Version
2021v4.0
Gross Receipts
$99,064
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 Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DEAN M RESCHPresidentPT$0--
HENRY T RABBY JRVice PresidePT$0--
WAYNE N WERTDirectorPT$0--
JOSEPH L ANDERSONDirectorPT$0--
DAN HINZTreasurerPT$0--
FRED W WERNERSecretaryPT$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
Fred W Werner
Title
Secretary
Phone
8507637144
Signed
2022-05-04

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 other expenses 30,792 non-investment depreciation 4,913 total 35,705”

Form 990-ez, Part I, Line 20

“Decrease in value of perpetual fund -18,636”

Form 990-ez, Part II, Line 24

“Other depreciable assests 60,754 60,754 less accumulated depreciation 60,754 60,754 perpetual membership investment 143,639 145,931 total 143,639 145,931”

Raw XML Appendix128 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 FISHER
IRS990EZ/BooksInCareOfDetail/PhoneNum08507637144
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0PANAMA CITY
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0FL
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd0324020001
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt033406
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt037325
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt022758
IRS990EZ/CostOfGoodsSoldAmt0150
IRS990EZ/CostOrOtherBasisExpenseSaleAmt015316
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt019934
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt02222
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0352765
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0354063
IRS990EZ/FundraisingGrossIncomeAmt05611
IRS990EZ/GainOrLossFromSaleOfAssetsAmt019005
IRS990EZ/GrossProfitLossSlsOfInvntryAmt0128
IRS990EZ/GrossReceiptsAmt099064
IRS990EZ/GrossSalesOfInventoryAmt0278
IRS990EZ/GroupExemptionNum00095
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt03510
IRS990EZ/LandAndBuildingsGrp/BOYAmt0175720
IRS990EZ/LandAndBuildingsGrp/EOYAmt0170807
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt032586
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0352765
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0354063
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0352765
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0354063
IRS990EZ/OccupancyRentUtltsAndMaintAmt023767
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/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0DEAN M RESCH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1HENRY T RABBY JR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2WAYNE N WERT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3JOSEPH L ANDERSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4DAN HINZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5FRED W WERNER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5SECRETARY
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt0143639
IRS990EZ/OtherAssetsTotalDetail/EOYAmt0145931
IRS990EZ/OtherChangesInNetAssetsAmt0-18636
IRS990EZ/OtherExpensesTotalAmt035705
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0FRATERNAL AND CLINICAL SUPPORT.
IRS990EZ/PrintingPublicationsPostageAmt01352
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/SaleOfAssetsGrossAmt034321
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt0618
IRS990EZ/SpecialEventsNetIncomeLossAmt04993
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0FL
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt063046
IRS990EZ/TotalRevenueAmt082980
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES OTHER EXPENSES 30,792 NON-INVESTMENT DEPRECIATION 4,913 TOTAL 35,705
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DECREASE IN VALUE OF PERPETUAL FUND -18,636
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2OTHER DEPRECIABLE ASSESTS 60,754 60,754 LESS ACCUMULATED DEPRECIATION 60,754 60,754 PERPETUAL MEMBERSHIP INVESTMENT 143,639 145,931 TOTAL 143,639 145,931
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/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/PersonNm0FRED W WERNER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SECRETARY
ReturnHeader/BusinessOfficerGrp/PhoneNum08507637144
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-05-04
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/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/PreparationDt02022-05-04
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0D MARK GUSMUS CPA
ReturnHeader/ReturnTs02022-05-16T10:04:02-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0FRED
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0WERNER
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$354,063
Liabilities
$0
Net assets
$354,063
Revenue
$82,980
Expenses
$63,046
Net income
$19,934
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