Civic Intelligence

Ancient and Accepted Scottish Rite Of

990 • Fiscal year 2023 • EIN 95-1475841

Jan 01, 2023 to Dec 31, 2023 • Filed on May 08, 2024

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

80th percentile

0.03x

Higher debt load relative to assets than 80% of similar nonprofits.

2023 filings • 501(c)10 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

78th percentile

0.05x

Higher debt load relative to revenue than 78% of similar nonprofits.

2023 filings • 501(c)10 • <$500k nonprofits • Source year 2023

Net Margin

79th percentile

24%

Higher net margin than 79% of similar nonprofits.

2023 filings • 501(c)10 • <$500k nonprofits • Source year 2023

Top Officer Pay

83rd percentile

$0

Higher top officer pay than 83% of similar nonprofits.

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

2023 filings • 501(c)10 • <$500k nonprofits • Source year 2023

Asset Growth

80th percentile

13%

Faster asset growth than 80% of similar nonprofits.

2023 filings • 501(c)10 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

82nd percentile

44%

Faster revenue growth than 82% of similar nonprofits.

2023 filings • 501(c)10 • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets80th percentile

Assets

Up

$213,489

Up $25,204 (+13%) from 2022

Net Assets

Up

$207,665

Up $26,640 (+15%) from 2022

Liabilities

Down

$5,824

Down $1,436 (-20%) from 2022

Revenue And Expenses
Liabilities / Revenue78th percentileNet Margin79th percentile

Revenue

Up

$113,224

Up $34,672 (+44%) from 2022

Expenses

Up

$86,584

Up $13,245 (+18%) from 2022

Net Income

Up

$26,640

Up $21,427 (+411%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth80th 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

2023

Assets$213,489
Liabilities$5,824
Net Assets$207,665
Open 2023 Filing

Operations Trend

Revenue Growth82nd 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

2023

Revenue$113,224
Expenses$86,584
Net Income$26,640
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
May 8, 2024
Return Version
2023v5.0
Gross Receipts
$203,732
Mission and Program Overview

Mission

Education and scholarships

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$181,025$207,665▲ $26,640
Savings and Temporary Cash Investments$179,667$198,339▲ $18,672
Cash and Non-Interest-Bearing Accounts$8,618$15,150▲ $6,532
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$188,285$213,489▲ $25,204
Other Assets Total-$0-
Liabilities
Other Liabilities$7,260$5,824▼ $1,436
Total Liabilities$7,260$5,824▼ $1,436
Net Assets / Fund Balance
Total Net Assets Fund Balance$181,025$207,665▲ $26,640
Total Liabilities and Net Assets / Fund Balance$188,285$213,489▲ $25,204
Compensation and Service Providers
Top Officer Pay83rd percentile

Board Members and Trustees

NameTitle
Maurice SourmanyPresident
JC KnappVice President
Floyd GriffinSecretary
Hon Paul MainTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$103,445
Program Service Revenue
$0
Investment Income
$9,779
Other Revenue
$0
All Other Contributions
$5,214
Change in Net Assets
$26,640
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$45,447
Other Expenses$41,137
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages---$39,480
Conferences and Meetings---$12,465
Payments to Affiliates---$5,460
Office Expenses---$4,210
Payroll Taxes---$3,216
Fees for Services Accounting---$3,035
Other Employee Benefits---$2,751
Fees for Service Investment Mgmnt Fees---$1,584
Insurance---$1,255
All Other Expenses---$1,025
Other Expenses---$799
Total Functional Expenses$0$0$0$86,584
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
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Gross Collected in Advance$5,415
Other Payables$409
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
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
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

“No review was or will be conducted.”

Form 990, Part VI, Section C, Line 19

“No documents available to the public.”

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
2024-05-08
Discuss with paid preparer
Yes

Organization Details

Formed
1931
Legal Domicile
CA
Voting Board Members
4
Independent Board Members
4
Employees
1

Preparer

Firm
Sheryl Iles-Brunk CPA
Address
5951 Encina Rd Suite 205, Santa Barbara, CA 93117
Preparer
Sheryl Iles-Brunk CPA
Phone
8056834981
Raw XML Appendix315 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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IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt00
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ReturnHeader/BuildTS02023-04-26 12:10:37Z
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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/ReturnTs02024-05-08T08:45:04-07:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Maurice
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Sourmany
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
$213,489
Liabilities
$5,824
Net assets
$207,665
Revenue
$113,224
Expenses
$86,584
Net income
$26,640
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
2023Detailed filing. Detailed filing data is available for this year.$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