Civic Intelligence

Scottish Rite Valley of Cincinnati

EIN 31-1167616 • 501(c)3 • Cincinnati, OH

Profile

The specific purposes for which the corporation is formed are: providing scholarships, historical-patriotic activities, grants for the poor, and providing support for the maintenance and improvement of historic structures.

317 East Fifth StreetCincinnati, OH 45202

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

22nd percentile

0.00x

Higher debt load relative to assets than 22% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

33rd percentile

0.02x

Higher debt load relative to revenue than 33% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Net Margin

87th percentile

44%

Higher net margin than 87% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

40th percentile

$0

Higher top officer pay than 40% of similar nonprofits.

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

501(c)3 • $1M-$5M nonprofits • Source year 2024

Asset Growth

74th percentile

15%

Faster asset growth than 74% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

18th percentile

-15%

Faster revenue growth than 18% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Assets

Up

$3,753,721

Up $496,052 (+15%) from 2023

Liabilities

Up

$2,836

Up $1,836 (+184%) from 2023

Net Assets

Up

$3,750,885

Up $494,216 (+15%) from 2023

Revenue

Down

$182,745

Down $33,477 (-15%) from 2023

Expenses

Up

$102,806

Up $12,682 (+14%) from 2023

Net Income

Down

$79,939

Down $46,159 (-37%) from 2023

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$4.0M$3.0M$2.0M$1.0M$0Assets 2012: $829,313Liabilities 2012: $0Net Assets 2012: $829,3132012Assets 2013: $947,689Liabilities 2013: $0Net Assets 2013: $947,6892013Assets 2014: $1,106,306Liabilities 2014: $0Net Assets 2014: $1,106,3062014Assets 2015: $1,720,029Liabilities 2015: $0Net Assets 2015: $1,720,0292015Assets 2016: $1,705,108Liabilities 2016: $0Net Assets 2016: $1,705,1082016Assets 2017: $1,965,765Liabilities 2017: $1,000Net Assets 2017: $1,964,7652017Assets 2018: $2,217,723Liabilities 2018: $2,000Net Assets 2018: $2,215,7232018Assets 2019: $2,285,170Liabilities 2019: $0Net Assets 2019: $2,285,1702019Assets 2020: $2,434,019Liabilities 2020: $14,500Net Assets 2020: $2,419,5192020Assets 2021: $3,156,472Liabilities 2021: $0Net Assets 2021: $3,156,4722021Assets 2022: $2,906,225Liabilities 2022: $1,000Net Assets 2022: $2,905,2252022Assets 2023: $3,257,669Liabilities 2023: $1,000Net Assets 2023: $3,256,6692023Assets 2024: $3,753,721Liabilities 2024: $2,836Net Assets 2024: $3,750,8852024

Highlighted filing

2024

Assets$3,753,721
Liabilities$2,836
Net Assets$3,750,885

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$800K$600K$400K$200K$0-$200KExpenses 2012: $24,9482012Expenses 2013: $20,8872013Revenue 2014: $172,971Expenses 2014: $24,265Net Income 2014: $148,7062014Revenue 2015: $633,657Expenses 2015: $26,477Net Income 2015: $607,1802015Revenue 2016: $14,972Expenses 2016: $27,462Net Income 2016: -$12,4902016Revenue 2017: $91,480Expenses 2017: $30,449Net Income 2017: $61,0312017Revenue 2018: $237,135Expenses 2018: $31,644Net Income 2018: $205,4912018Revenue 2019: $78,396Expenses 2019: $22,560Net Income 2019: $55,8362019Revenue 2020: $70,676Expenses 2020: $44,883Net Income 2020: $25,7932020Revenue 2021: $105,215Expenses 2021: $48,933Net Income 2021: $56,2822021Revenue 2022: $238,068Expenses 2022: $70,410Net Income 2022: $167,6582022Revenue 2023: $216,222Expenses 2023: $90,124Net Income 2023: $126,0982023Revenue 2024: $182,745Expenses 2024: $102,806Net Income 2024: $79,9392024

Highlighted filing

2024

Revenue$182,745
Expenses$102,806
Net Income$79,939

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.75$0.00$3.75$0.18$0.10$0.08
2023Detailed filing. Detailed filing data is available for this year.$3.26$0.00$3.26$0.22$0.09$0.13
2022Detailed filing. Detailed filing data is available for this year.$2.91$0.00$2.91$0.24$0.07$0.17
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.16$0.00$3.16$0.11$0.05$0.06
2020Detailed filing. Detailed filing data is available for this year.$2.43$0.01$2.42$0.07$0.04$0.03
2019Detailed filing. Detailed filing data is available for this year.$2.29$0.00$2.29$0.08$0.02$0.06
2018Detailed filing. Detailed filing data is available for this year.$2.22$0.00$2.22$0.24$0.03$0.21
2017Detailed filing. Detailed filing data is available for this year.$1.97$0.00$1.96$0.09$0.03$0.06
2016Detailed filing. Detailed filing data is available for this year.$1.71$0.00$1.71$0.01$0.03$0.01
2015Detailed filing. Detailed filing data is available for this year.$1.72$0.00$1.72$0.63$0.03$0.61
2014Detailed filing. Detailed filing data is available for this year.$1.11$0.00$1.11$0.17$0.02$0.15
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.95$0.00$0.95$0.02
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.83$0.00$0.83$0.02
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Aug 1, 2023 to Jul 31, 2024
Signed
Mar 26, 2025
Return Version
2023v6.0
Gross Receipts
$570,810
Mission and Program Overview

Mission

The specific purposes for which the corporation is formed are: providing scholarships, historical-patriotic activities, grants for the poor, and providing support for the maintenance and improvement of historic structures.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$3,191,221$3,746,119▲ $554,898
Savings and Temporary Cash Investments$58,364$0▼ $58,364
Pledges and Grants Receivable$3,864$7,602▲ $3,738
Cash and Non-Interest-Bearing Accounts$4,220$0▼ $4,220
Total Assets$3,257,669$3,753,721▲ $496,052
Liabilities
Accounts Payable and Accrued Expenses$1,000$2,836▲ $1,836
Total Liabilities$1,000$2,836▲ $1,836
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,925,324$2,183,088▲ $257,764
Net Assets With Donor Restrictions$1,331,345$1,567,797▲ $236,452
Total Net Assets Fund Balance$3,256,669$3,750,885▲ $494,216
Total Liabilities and Net Assets / Fund Balance$3,257,669$3,753,721▲ $496,052
Compensation and Service Providers

Board Members and Trustees

NameTitle
Kraig WalkerChairman
David PriceMember
Greg GrantMember
Ralph Ted WinklerMember
Tim RalstonMember
Revenue and Support

Revenue Composition

Contributions and Grants
$9,208
Program Service Revenue
$0
Investment Income
$173,537
Other Revenue
$0
All Other Contributions
$9,208
Change in Net Assets
$79,939
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$75,900
Other Expenses$26,906
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$45,900--$45,900
Grants to Domestic Orgs$30,000--$30,000
Fees for Service Investment Mgmnt Fees-$13,748-$13,748
Fees for Services Accounting-$11,950-$11,950
Fees for Services Other-$999-$999
Office Expenses-$209-$209
Total Functional Expenses$75,900$26,906$0$102,806
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Childrens Dyslexia Centers of CincinnatiCincinnati, OH501(c)(3)Grants for "Support a Child"$25,000
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
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Annual disclosure for covered persons
Yes
Audit committee
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
Yes
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

A copy of the return will be given to the Board prior to filing.

Form 990, Part VI, Section C, line 19

The governing documents of the organization are available on the Ohio Secretary of State's website. The financial statements are available within the annual report which is available upon request. The conflict of interest policy is available upon request. The monthly statements of portfolio investments and income are available upon request.

Filing and Contact Details

Filer

Filer Name
Scottish Rite Valley Of Cincinnati
EIN
31-1167616
Phone
5134213579
Address
317 East Fifth Street, Cincinnati, OH 45202

Signing Officer

Name
Robert Dumford
Title
Secretary/Treasurer
Phone
5134213579
Signed
2025-03-26
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Robert Dumford
Formed
1986
Legal Domicile
Oh
Voting Board Members
5
Independent Board Members
5
Employees
0
Volunteers
5

Preparer

Firm
Barnes Dennig & Co LTD
Address
150 East Fourth Street, Cincinnati, OH 45202
Preparer
Paula Hume
Phone
5132418313
Supplemental Narrative

Additional Explanations

Form 990, Part XII, Line 2C:

No changes were made to the process during the year.

Raw XML Appendix371 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
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IRS990/AllOtherContributionsAmt09208
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IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
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IRS990/CYOtherExpensesAmt026906
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IRS990/CYRevenuesLessExpensesAmt079939
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IRS990/Form990PartVIISectionAGrp/PersonNm4Tim Ralston
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IRS990/Form990PartVIISectionAGrp/TitleTxt1Member
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IRS990ScheduleI/RecipientTable/RecipientEIN0311167616
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IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0A copy of the return will be given to the Board prior to filing.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1The governing documents of the organization are available on the Ohio Secretary of State's website. The financial statements are available within the annual report which is available upon request. The conflict of interest policy is available upon request. The monthly statements of portfolio investments and income are available upon request.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2No changes were made to the process during the year.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section B, line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section C, line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part XII, Line 2c:
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0Ancient Accepted Scottish Rite Valley of Cincinnati
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0310295635
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(c) 10
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0OH
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0Membership
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt0317 East Fifth Street
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0Cincinnati
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0OH
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd045202
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0OH
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt03257669
IRS990/TotalAssetsEOYAmt03753721
IRS990/TotalAssetsGrp/BOYAmt03257669
IRS990/TotalAssetsGrp/EOYAmt03753721
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt09208
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt026906
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt075900
IRS990/TotalFunctionalExpensesGrp/TotalAmt0102806
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt01000
IRS990/TotalLiabilitiesEOYAmt02836
IRS990/TotalLiabilitiesGrp/BOYAmt01000
IRS990/TotalLiabilitiesGrp/EOYAmt02836
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt03256669
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt03750885
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt075900
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt0173537
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0182745
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt05
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt03257669
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt03753721
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0317 East Fifth Street
IRS990/USAddress/CityNm0Cincinnati
IRS990/USAddress/StateAbbreviationCd0OH
IRS990/USAddress/ZIPCd045202
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt05
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0Robert Dumford
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Secretary/Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum05134213579
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-03-26
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Scottish Rite Valley Of Cincinnati
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0Foundation
ReturnHeader/Filer/BusinessNameControlTxt0SCOT
ReturnHeader/Filer/EIN0311167616
ReturnHeader/Filer/PhoneNum05134213579
ReturnHeader/Filer/USAddress/AddressLine1Txt0317 East Fifth Street
ReturnHeader/Filer/USAddress/CityNm0Cincinnati
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OH
ReturnHeader/Filer/USAddress/ZIPCd045202
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0311119890
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Barnes Dennig & Co LTD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0150 East Fourth Street
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Cincinnati
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd045202
ReturnHeader/PreparerPersonGrp/PhoneNum05132418313
ReturnHeader/PreparerPersonGrp/PreparationDt02025-03-26
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Paula Hume
ReturnHeader/ReturnTs02025-04-07T13:30:52-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02023-08-01
ReturnHeader/TaxPeriodEndDt02024-07-31
ReturnHeader/TaxYr02023

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