Civic Intelligence

Scottish Rite Foundation Valley of Birmingham Orient of Alabama

990EZ • Fiscal year 2015 • EIN 23-7627104

Jan 01, 2015 to Dec 31, 2015 • Filed on Mar 07, 2016

PO Box 101235Birmingham, AL 35210

(205) 957-2424

Siviq Scores

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

Liabilities / Assets

55th percentile

0.00x

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

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Liabilities / Revenue

55th percentile

0.00x

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

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Net Margin

61st percentile

8.7%

Higher net margin than 61% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Asset Growth

48th percentile

0.4%

Faster asset growth than 48% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

54th percentile

3.6%

Faster revenue growth than 54% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Assets

Up

$63,155

Up $224 (+0.4%) from 2014

Net Assets

Up

$63,155

Up $224 (+0.4%) from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue

Up

$19,485

Up $675 (+3.6%) from 2014

Expenses

Up

$17,799

Up $196 (+1.1%) from 2014

Net Income

Up

$1,686

Up $479 (+40%) from 2014

Historical Trend

Balance Sheet Trend

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

$150K$100K$50K$0Assets 2012: $59,965Liabilities 2012: $0Net Assets 2012: $59,9652012Assets 2013: $61,338Liabilities 2013: $0Net Assets 2013: $61,3382013Assets 2014: $62,931Liabilities 2014: $0Net Assets 2014: $62,9312014Assets 2015: $63,155Liabilities 2015: $0Net Assets 2015: $63,1552015Assets 2016: $65,468Liabilities 2016: $0Net Assets 2016: $65,4682016Assets 2017: $72,778Liabilities 2017: $0Net Assets 2017: $72,7782017Assets 2018: $71,362Liabilities 2018: $0Net Assets 2018: $71,3622018Assets 2019: $80,484Liabilities 2019: $0Net Assets 2019: $80,4842019Assets 2020: $82,113Liabilities 2020: $0Net Assets 2020: $82,1132020Assets 2021: $94,211Liabilities 2021: $0Net Assets 2021: $94,2112021Assets 2022: $86,085Liabilities 2022: $0Net Assets 2022: $86,0852022Assets 2023: $97,559Liabilities 2023: $0Net Assets 2023: $97,5592023Assets 2024: $109,077Liabilities 2024: $0Net Assets 2024: $109,0772024

Highlighted filing

2015

Assets$63,155
Liabilities$0
Net Assets$63,155

Operations Trend

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

$30K$20K$10K$0-$10KRevenue 2012: $16,542Expenses 2012: $20,842Net Income 2012: -$4,3002012Revenue 2013: $16,549Expenses 2013: $16,708Net Income 2013: -$1592013Revenue 2014: $18,810Expenses 2014: $17,603Net Income 2014: $1,2072014Revenue 2015: $19,485Expenses 2015: $17,799Net Income 2015: $1,6862015Revenue 2016: $16,353Expenses 2016: $17,033Net Income 2016: -$6802016Revenue 2017: $26,386Expenses 2017: $16,822Net Income 2017: $9,5642017Revenue 2018: $21,422Expenses 2018: $15,431Net Income 2018: $5,9912018Revenue 2019: $13,385Expenses 2019: $13,858Net Income 2019: -$4732019Revenue 2020: $11,816Expenses 2020: $10,522Net Income 2020: $1,2942020Revenue 2021: $8,167Expenses 2021: $1,674Net Income 2021: $6,4932021Revenue 2022: $9,953Expenses 2022: $1,730Net Income 2022: $8,2232022Revenue 2023: $4,708Expenses 2023: $2,109Net Income 2023: $2,5992023Revenue 2024: $9,502Expenses 2024: $2,591Net Income 2024: $6,9112024

Highlighted filing

2015

Revenue$19,485
Expenses$17,799
Net Income$1,686
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Mar 7, 2016
Return Version
2015v2.1
Gross Receipts
$26,215
Mission and Program Overview

Mission

This foundation has a shoe program which provides shoes to needy and unfortunate children.

Program Services

DescriptionGrantsExpenses
SHOE PROGRAM TO PROVIDE SHOES TO NEEDY AND UNFORTUNATE CHILDREN.$0$0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JAMES A SMITHSovereign Grand Insp. Gen.-$0--
FRANK LITTLEPersonal Rep - Sgig-$0--
JOHN LEETreasurer-$0--
ED MASONGeneral Secretary-$0--
Filing and Contact Details

Filer

Filer Name
Scottish Rite Foundation Valley of
EIN
23-7627104
Phone
2059572424
Address
PO BOX 101235, BIRMINGHAM, AL 35210

Signing Officer

Name
Ed Mason
Title
General Secretary
Phone
2059572424
Signed
2016-03-07
Discuss with paid preparer
Yes

Preparer

Firm
Huner & Cyr Pc
Address
100 WILLIAMSBURG OFC PARK STE 200, VESTAVIA HILLS, AL 35216-3686
Preparer
Scott C Huner CPA
Phone
2058237723
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 4 - Other Investment Income

Description: dividends, interest, & other invest. Amount: 1,424.

Form 990-ez, Part I, Line 16 - Other Expenses

Description: shoe distribution program expense. Amount: 16,223. Description: bank charges. Amount: 424. Total to form 990-ez, line 16: 16,647.

Form 990-ez, Part I, Line 20 - Other Changes in Net Assets

Description: investments - unrealized gain/(loss). Amount: -1,462.

Raw XML Appendix169 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/ActivitiesNotPreviouslyRptInd00
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0JAMES SMITH ED MASON
IRS990EZ/BooksInCareOfDetail/PhoneNum02059572424
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 101235
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0BIRMINGHAM
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0AL
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd035210
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt062931
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt063155
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/ContributionsGiftsGrantsEtcAmt018733
IRS990EZ/CostOrOtherBasisExpenseSaleAmt06730
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/EngagedInExcessBenefitTransInd00
IRS990EZ/ExcessOrDeficitForYearAmt01686
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt01152
IRS990EZ/FiledScheduleAInd01
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt062931
IRS990EZ/Form990TotalAssetsGrp/EOYAmt063155
IRS990EZ/GainOrLossFromSaleOfAssetsAmt0-672
IRS990EZ/GrossReceiptsAmt026215
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InvestmentIncomeAmt01424
IRS990EZ/LobbyingActivitiesInd00
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt062931
IRS990EZ/NetAssetsOrFundBalancesEOYAmt063155
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt062931
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt063155
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/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JAMES A SMITH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1FRANK LITTLE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JOHN LEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3ED MASON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0SOVEREIGN GRAND INSP. GEN.
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1PERSONAL REP - SGIG
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3GENERAL SECRETARY
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt0-1462
IRS990EZ/OtherExpensesTotalAmt016647
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0THIS FOUNDATION HAS A SHOE PROGRAM WHICH PROVIDES SHOES TO NEEDY AND UNFORTUNATE CHILDREN.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0SHOE PROGRAM TO PROVIDE SHOES TO NEEDY AND UNFORTUNATE CHILDREN.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/SaleOfAssetsGrossAmt06058
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0AL
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt017799
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt019485
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt018733
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt015750
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt011372
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt015318
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt09941
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt071114
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt0752
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt03060
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt05177
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt01224
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt0981
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt011194
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt0752
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt03060
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt05177
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt01224
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt0981
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt011194
IRS990ScheduleA/InvestmentIncomeCYPct00.13600
IRS990ScheduleA/InvestmentIncomePYPct00.13380
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.86400
IRS990ScheduleA/PublicSupportPY509Pct00.86620
IRS990ScheduleA/PublicSupportTotal509Amt071114
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt018733
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt015750
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt011372
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt015318
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt09941
IRS990ScheduleA/Total509Grp/TotalAmt071114
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt019485
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt018810
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt016549
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt016542
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt010922
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt082308
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: DIVIDENDS, INTEREST, & OTHER INVEST. AMOUNT: 1,424.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: SHOE DISTRIBUTION PROGRAM EXPENSE. AMOUNT: 16,223. DESCRIPTION: BANK CHARGES. AMOUNT: 424. TOTAL TO FORM 990-EZ, LINE 16: 16,647.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: INVESTMENTS - UNREALIZED GAIN/(LOSS). AMOUNT: -1,462.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 20 - OTHER CHANGES IN NET ASSETS
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02016-09-27 15:27:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0ED MASON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0GENERAL SECRETARY
ReturnHeader/BusinessOfficerGrp/PhoneNum02059572424
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-03-07
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SCOTTISH RITE FOUNDATION VALLEY OF
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0BIRMINGHAM - ORIENT OF ALABAMA
ReturnHeader/Filer/BusinessNameControlTxt0SCOT
ReturnHeader/Filer/EIN0237627104
ReturnHeader/Filer/PhoneNum02059572424
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 101235
ReturnHeader/Filer/USAddress/CityNm0BIRMINGHAM
ReturnHeader/Filer/USAddress/StateAbbreviationCd0AL
ReturnHeader/Filer/USAddress/ZIPCd035210
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0631238286
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HUNER & CYR PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0100 WILLIAMSBURG OFC PARK STE 200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0VESTAVIA HILLS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0AL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0352163686
ReturnHeader/PreparerPersonGrp/PhoneNum02058237723
ReturnHeader/PreparerPersonGrp/PreparationDt02016-03-07
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SCOTT C HUNER CPA
ReturnHeader/ReturnTs02016-03-11T12:19:29-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-01-01
ReturnHeader/TaxPeriodEndDt02015-12-31
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.09$0.00$1.09$0.10$0.03$0.07
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.98$0.00$0.98$0.05$0.02$0.03
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.86$0.00$0.86$0.10$0.02$0.08
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.94$0.00$0.94$0.08$0.02$0.06
2020Detailed filing. Detailed filing data is available for this year.$0.82$0.00$0.82$0.12$0.11$0.01
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.80$0.00$0.80$0.13$0.14$0.00
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.71$0.00$0.71$0.21$0.15$0.06
2017Detailed filing. Detailed filing data is available for this year.$0.73$0.00$0.73$0.26$0.17$0.10
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.65$0.00$0.65$0.16$0.17$0.01
2015Detailed filing. Detailed filing data is available for this year.$0.63$0.00$0.63$0.19$0.18$0.02
2014Detailed filing. Detailed filing data is available for this year.$0.63$0.00$0.63$0.19$0.18$0.01
2013Detailed filing. Detailed filing data is available for this year.$0.61$0.00$0.61$0.17$0.17$0.00
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.60$0.00$0.60$0.17$0.21$0.04