Civic Intelligence

Ancient and Accepted Scottish Rite Of

990EZ • Fiscal year 2022 • EIN 95-1475841

Jan 01, 2022 to Dec 31, 2022 • Filed on May 01, 2023

Organization ProfileN/A
16 E Carrillo StSanta Barbara, CA 93101

(805) 965-6100

Siviq Scores

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

Liabilities / Assets

85th percentile

0.04x

Higher debt load relative to assets than 85% of similar nonprofits.

2022 filings • 501(c)10 • <$500k nonprofits • Source year 2022

Liabilities / Revenue

83rd percentile

0.09x

Higher debt load relative to revenue than 83% of similar nonprofits.

2022 filings • 501(c)10 • <$500k nonprofits • Source year 2022

Net Margin

56th percentile

6.6%

Higher net margin than 56% of similar nonprofits.

2022 filings • 501(c)10 • <$500k nonprofits • Source year 2022

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.

2022 filings • 501(c)10 • <$500k nonprofits • Source year 2022

Asset Growth

70th percentile

3.5%

Faster asset growth than 70% of similar nonprofits.

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

Revenue Growth

62nd percentile

16%

Faster revenue growth than 62% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets85th percentile

Assets

Up

$188,285

Up $6,357 (+3.5%) from 2021

Net Assets

Up

$181,025

Up $5,213 (+3.0%) from 2021

Liabilities

Up

$7,260

Up $1,144 (+19%) from 2021

Revenue And Expenses
Liabilities / Revenue83rd percentileNet Margin56th percentile

Revenue

Up

$78,552

Up $10,971 (+16%) from 2021

Expenses

Up

$73,339

Up $9,633 (+15%) from 2021

Net Income

Up

$5,213

Up $1,338 (+35%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth70th percentile

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

$300K$200K$100K$0Assets 2011: $131,008Liabilities 2011: $8,001Net Assets 2011: $123,0072011Assets 2012: $144,003Liabilities 2012: $8,078Net Assets 2012: $135,9252012Assets 2013: $135,760Liabilities 2013: $5,338Net Assets 2013: $130,4222013Assets 2014: $134,699Liabilities 2014: $2,829Net Assets 2014: $131,8702014Assets 2015: $123,627Liabilities 2015: $7,301Net Assets 2015: $116,3262015Assets 2016: $110,124Liabilities 2016: $6,057Net Assets 2016: $104,0672016Assets 2017: $115,461Liabilities 2017: $6,930Net Assets 2017: $108,5312017Assets 2018: $124,608Liabilities 2018: $7,455Net Assets 2018: $117,1532018Assets 2019: $118,638Liabilities 2019: $6,242Net Assets 2019: $112,3962019Assets 2020: $177,335Liabilities 2020: $5,398Net Assets 2020: $171,9372020Assets 2021: $181,928Liabilities 2021: $6,116Net Assets 2021: $175,8122021Assets 2022: $188,285Liabilities 2022: $7,260Net Assets 2022: $181,0252022Assets 2023: $213,489Liabilities 2023: $5,824Net Assets 2023: $207,6652023Assets 2024: $231,633Liabilities 2024: $2,183Net Assets 2024: $229,4502024

Highlighted filing

2022

Assets$188,285
Liabilities$7,260
Net Assets$181,025
Open 2022 Filing

Operations Trend

Revenue Growth62nd percentile

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

$150K$100K$50K$0-$50KRevenue 2011: $65,996Expenses 2011: $58,156Net Income 2011: $7,8402011Revenue 2012: $72,203Expenses 2012: $57,342Net Income 2012: $14,8612012Revenue 2013: $36,919Expenses 2013: $47,808Net Income 2013: -$10,8892013Revenue 2014: $51,071Expenses 2014: $49,623Net Income 2014: $1,4482014Revenue 2015: $60,927Expenses 2015: $84,195Net Income 2015: -$23,2682015Revenue 2016: $68,456Expenses 2016: $72,037Net Income 2016: -$3,5812016Revenue 2017: $79,317Expenses 2017: $74,853Net Income 2017: $4,4642017Revenue 2018: $75,321Expenses 2018: $66,699Net Income 2018: $8,6222018Revenue 2019: $75,950Expenses 2019: $80,707Net Income 2019: -$4,7572019Revenue 2020: $105,299Expenses 2020: $45,758Net Income 2020: $59,5412020Revenue 2021: $67,581Expenses 2021: $63,706Net Income 2021: $3,8752021Revenue 2022: $78,552Expenses 2022: $73,339Net Income 2022: $5,2132022Revenue 2023: $113,224Expenses 2023: $86,584Net Income 2023: $26,6402023Revenue 2024: $110,706Expenses 2024: $88,921Net Income 2024: $21,7852024

Highlighted filing

2022

Revenue$78,552
Expenses$73,339
Net Income$5,213
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
May 1, 2023
Return Version
2022v5.0
Gross Receipts
$156,853
Mission and Program Overview

Mission

Education and scholarships

Program Services

DescriptionGrantsExpenses
Education and Scholarships--
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Scott WenzTreasurer-$0--
JC KnappVice President-$0--
Maurice SourmanyPresident-$0--
Floyd GriffinSecretary-$0--
Filing and Contact Details

Filer

Filer Name
Ancient and Accepted Scottish Rite
EIN
95-1475841
Phone
8059656100
Address
16 E Carrillo St, Santa Barbara, CA 93101

Signing Officer

Name
Maurice Sourmany
Title
President
Signed
2023-05-01
Discuss with paid preparer
Yes

Preparer

Firm
Sheryl Iles-Brunk CPA
Address
5951 Encina Rd Suite 205, Santa Barbara, CA 93117
Preparer
Sheryl Iles-Brunk CPA
Phone
8056834981
Supplemental Narrative

Additional Explanations

Payments to Affiliates.1

“| Amount: $6120”

Other Expenses.1002

“Office Expenses $5036”

Other Expenses.1007

“Conferences, Conventions, and Meetings $7597”

Other Expenses.1012

“Insurance $1264”

Other Expenses.1

“Meals $6830”

Other Expenses.3

“Gifts $2516”

Other Expenses.4

“Telephone & Utilities $769”

Other Expenses.5

“Rents $642”

Other Expenses.7

“Degree Exp $200”

Other Expenses.8

“Taxes & Fees $86”

Total Liabilities.1

“Gross Collected in Advance - Beginning $5890 Gross Collected in Advance - Ending $7030”

Total Liabilities.2

“Other Payables - Beginning $226 Other Payables - Ending $230”

Raw XML Appendix141 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/PersonNm0Maurice Soursmany
IRS990EZ/BooksInCareOfDetail/PhoneNum08059656100
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt016 E Carrillo St
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Santa Barbara
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd093101
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0181928
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0188285
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt074512
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt078301
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt05213
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt04562
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0181928
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0188285
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GainOrLossFromSaleOfAssetsAmt0-1379
IRS990EZ/GrantsAndSimilarAmountsPaidAmt06120
IRS990EZ/GrossReceiptsAmt0156853
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt05419
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0175812
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0181025
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0175812
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0181025
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Scott Wenz
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JC Knapp
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Maurice Sourmany
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Floyd Griffin
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Secretary
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt024940
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Education and Scholarships
IRS990EZ/PrintingPublicationsPostageAmt05301
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Education and Scholarships
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt032416
IRS990EZ/SaleOfAssetsGrossAmt076922
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt06116
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt07260
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt073339
IRS990EZ/TotalRevenueAmt078552
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0| Amount: $6120
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Office Expenses $5036
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Conferences, Conventions, and Meetings $7597
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Insurance $1264
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Meals $6830
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Gifts $2516
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Telephone & Utilities $769
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Rents $642
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Degree Exp $200
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Taxes & Fees $86
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Gross Collected in Advance - Beginning $5890 Gross Collected in Advance - Ending $7030
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11Other Payables - Beginning $226 Other Payables - Ending $230
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Payments to Affiliates.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1007
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.7
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Other Expenses.8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Total Liabilities.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Total Liabilities.2
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Maurice Sourmany
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-05-01
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Ancient and Accepted Scottish Rite
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0Valley of Santa Barbara and Bodies
ReturnHeader/Filer/BusinessNameControlTxt0ANCI
ReturnHeader/Filer/EIN0951475841
ReturnHeader/Filer/PhoneNum08059656100
ReturnHeader/Filer/USAddress/AddressLine1Txt016 E Carrillo St
ReturnHeader/Filer/USAddress/CityNm0Santa Barbara
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd093101
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0770339312
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Sheryl Iles-Brunk CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt05951 Encina Rd Suite 205
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Santa Barbara
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd093117
ReturnHeader/PreparerPersonGrp/PhoneNum08056834981
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Sheryl Iles-Brunk CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02023-05-01T08:54:39-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Maurice
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Sourmany
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$188,285
Liabilities
$7,260
Net assets
$181,025
Revenue
$78,552
Expenses
$73,339
Net income
$5,213
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.32$0.02$2.29$1.11$0.89$0.22
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.13$0.06$2.08$1.13$0.87$0.27
2022Detailed filing. Detailed filing data is available for this year.$1.88$0.07$1.81$0.79$0.73$0.05
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.82$0.06$1.76$0.68$0.64$0.04
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.77$0.05$1.72$1.05$0.46$0.60
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.19$0.06$1.12$0.76$0.81$0.05
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.25$0.07$1.17$0.75$0.67$0.09
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.15$0.07$1.09$0.79$0.75$0.04
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.10$0.06$1.04$0.68$0.72$0.04
2015Detailed filing. Detailed filing data is available for this year.$1.24$0.07$1.16$0.61$0.84$0.23
2014Detailed filing. Detailed filing data is available for this year.$1.35$0.03$1.32$0.51$0.50$0.01
2013Detailed filing. Detailed filing data is available for this year.$1.36$0.05$1.30$0.37$0.48$0.11
2012Summary only. Only limited summary data is available for this year.$1.44$0.08$1.36$0.72$0.57$0.15
2011Summary only. Only limited summary data is available for this year.$1.31$0.08$1.23$0.66$0.58$0.08
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2022 filings • 501(c)10 • <$500k nonprofits