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Nonprofit · EIN 56-0122202

ANCIENT & ACCEPTED SCOTTISH RITE OF FREE MASONRY SO JURIS OF USA

Also known as VALLEY OF CHARLOTTE & COORD BODIES

Tax-exempt · CHARLOTTE, NC 28256

Financials

$202K$303K2023$196K$306K2024$186K$264K2025
Revenue Expenses · by fiscal year end
Financials of ANCIENT & ACCEPTED SCOTTISH RITE OF FREE MASONRY SO JURIS OF USA by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990$185,995$263,904-$77,909$6,456,872$89,409$6,367,463
December 31, 2024990$196,030$305,802-$109,772$5,764,897$90,459$5,674,438
December 31, 2023990$201,980$302,981-$101,001$5,229,344$109,748$5,119,596
Financial details: 990 for the year ended December 31, 2025

Revenue

Contributions, gifts and grants
$13,510
Program service revenue
$145,341
Investment income
$26,064
Other revenue
$1,080

Expenses

Grants and similar amounts paid
$0
Compensation of officers, directors and key employees
$0
Other salaries and wages
$72,313
Salaries, compensation and benefits (total)
$72,313
Professional fundraising fees
$0
Occupancy
$74,617
Travel
$9,123
Program services (functional)
$75,437
Management and general (functional)
$188,467

Balance sheet and other

Total assets, start of year
$5,764,897
Total assets, end of year
$6,456,872
Total liabilities, end of year
$89,409
Net assets, end of year
$6,367,463
Land, buildings and equipment
$65,441
Publicly traded securities
$5,156,233
Net assets without donor restrictions
$6,341,718
Net assets with donor restrictions
$25,745
Gross receipts
$185,995
Employees
1
Volunteers
170
State of legal domicile
NC

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990 for the year ended December 31, 2025, highest compensation first.

NameTitleHours / weekCompensation
Gilbert BaileyDirector
Trustee or director
0.5$0
DC HeilmanSecretary
Trustee or director, Officer
32$0
Nick VoelkerTreasurer
Trustee or director, Officer
0.5$0
Jeremy HiltonDirector
Trustee or director
0.5$0
Ranjan VargheseDirector
Trustee or director
0.5$0
Dan BealDirector
Trustee or director
0.5$0
Jeffrey McEwenDirector
Trustee or director
0.5$0
Garett LathamDirector
Trustee or director
0.5$0
Douglas MooreDirector
Trustee or director
0.5$0
Jeremy HiltonDirector
Trustee or director
0.5$0
Christopher WilhoitDirector
Trustee or director
0.5$0
990 for the year ended December 31, 2024: 11 people
NameTitleHours / weekCompensation
DC HeilmanSecretary
Trustee or director, Officer
32$73,860
Jeremy HiltonDirector
Trustee or director
0.5$0
Rick GarverDirector
Trustee or director
0.5$0
Francois SwanepoelDirector
Trustee or director
0.5$0
Gilbert D BaileyDirector
Trustee or director
0.5$0
Dwight M SigmonDirector
Trustee or director
0.5$0
Ranjan VargheseDirector
Trustee or director
0.5$0
Brian ClayDirector
Trustee or director
0.5$0
Kevin McKenzieDirector
Trustee or director
0.5$0
Brett PorterfieldDirector
Trustee or director
0.5$0
Noah GoodeDirector
Trustee or director
0.5$0
990 for the year ended December 31, 2023: 11 people
NameTitleHours / weekCompensation
DC HeilmanSecretary
Trustee or director, Officer
32$61,150
Jeremy HiltonDirector
Trustee or director
0.5$0
Rick GarverDirector
Trustee or director
0.5$0
Francois SwanepoelDirector
Trustee or director
0.5$0
Gilbert D BaileyDirector
Trustee or director
0.5$0
Dwight M SigmonDirector
Trustee or director
0.5$0
Ranjan VargheseDirector
Trustee or director
0.5$0
Brian ClayDirector
Trustee or director
0.5$0
Kevin McKenzieDirector
Trustee or director
0.5$0
Brett PorterfieldDirector
Trustee or director
0.5$0
Noah GoodeDirector
Trustee or director
0.5$0

Address and contacts

Address (IRS master file)
PO BOX 560007, CHARLOTTE, NC 28256-0007
Principal officer (990 for 2025)
DC Heilman, 604 Doug Mayes Pl, Charlotte, NC 28262
Signed the 990
DC Heilman, Secretary
Phone
(704) 365-3579
Return prepared by
Foard and Company PA

Mission

Fraternal organization.

990 for the year ended December 31, 2025

Program accomplishments

  • In addition to providing funds for the organization's exempt purpose, membership dues and reinstatement fees provide a means for keeping track of current members. Membership dues and reinstatement fees also support a language disorders clinic that is operated by the North Carolina Scottish Rite Foundation, Inc.
    Expenses $75,437

What it must file and when

IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026990 on file
2024December 31, 2024May 15, 2025990 on file
2023December 31, 2023May 15, 2024990 on file

IRS record

EIN
56-0122202
Tax-exempt status
501(c)(10): Domestic fraternal society
Exempt since
1940
Accounting year ends
December
Files
Form 990 or 990-EZ
Assets (IRS master file)
$6,456,872
Income (IRS master file)
$185,995

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2025$185,995$263,904$6,456,872XML
990December 2024$196,030$305,802$5,764,897XML
990December 2023$201,980$302,981$5,229,344XML
990December 2022$287,920$280,400$4,661,114IRS
990December 2021–––IRS
990December 2020–––IRS
990December 2019–––IRS
990December 2018–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 56-0122202).

Questions about ANCIENT & ACCEPTED SCOTTISH RITE OF FREE MASONRY SO JURIS OF USA

What is the EIN of ANCIENT & ACCEPTED SCOTTISH RITE OF FREE MASONRY SO JURIS OF USA?
The employer identification number (EIN) of ANCIENT & ACCEPTED SCOTTISH RITE OF FREE MASONRY SO JURIS OF USA is 56-0122202.
Is ANCIENT & ACCEPTED SCOTTISH RITE OF FREE MASONRY SO JURIS OF USA tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(10) since 1940.
Which annual return does ANCIENT & ACCEPTED SCOTTISH RITE OF FREE MASONRY SO JURIS OF USA file?
Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
When is the next return of ANCIENT & ACCEPTED SCOTTISH RITE OF FREE MASONRY SO JURIS OF USA due?
The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did ANCIENT & ACCEPTED SCOTTISH RITE OF FREE MASONRY SO JURIS OF USA last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended December 2025.
Who is the principal officer of ANCIENT & ACCEPTED SCOTTISH RITE OF FREE MASONRY SO JURIS OF USA?
The 990 for the year ended December 31, 2025 names DC Heilman.
Who are the officers and directors of ANCIENT & ACCEPTED SCOTTISH RITE OF FREE MASONRY SO JURIS OF USA?
The 990 for the year ended December 31, 2025 lists 11 people; 0 received compensation from the organization.
How much revenue does ANCIENT & ACCEPTED SCOTTISH RITE OF FREE MASONRY SO JURIS OF USA have?
On its 990 for the year ended December 31, 2025 it reported revenue of $185,995, expenses of $263,904 and total assets of $6,456,872 at year end.

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