Civic Intelligence

Scottish Rite Foundation of Virginia

990 • Fiscal year 2023 • EIN 54-6048101

Sep 01, 2022 to Aug 31, 2023 • Filed on Jul 15, 2023

Organization ProfileN/A
C/O Leonard Rowe 4841 Hickory RidgeRoanoke, VA 24018

(540) 354-5121

Siviq Scores

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

Liabilities / Assets

17th percentile

0.00x

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

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

17th percentile

0.00x

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

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Net Margin

77th percentile

23%

Higher net margin than 77% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Top Officer Pay

39th percentile

$0

Higher top officer pay than 39% of similar nonprofits.

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

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Asset Growth

45th percentile

2.7%

Faster asset growth than 45% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets17th percentile

Assets

Up

$1,955,906

Up $52,239 (+2.7%) from 2022

Net Assets

Up

$1,955,906

Up $52,239 (+2.7%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue17th percentileNet Margin77th percentile

Revenue

Up

$230,321

Up $296,351 (+449%) from 2022

Expenses

Down

$178,082

Down $814 (-0.5%) from 2022

Net Income

Up

$52,239

Up $297,165 (+121%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth45th percentile

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

$3.0M$2.0M$1.0M$0Assets 2011: $1,401,507Liabilities 2011: $0Net Assets 2011: $1,401,5072011Assets 2012: $1,393,120Liabilities 2012: $0Net Assets 2012: $1,393,1202012Assets 2013: $1,344,943Liabilities 2013: $0Net Assets 2013: $1,344,9432013Assets 2014: $1,375,494Liabilities 2014: $0Net Assets 2014: $1,375,4942014Assets 2015: $1,329,714Liabilities 2015: $0Net Assets 2015: $1,329,7142015Assets 2016: $1,242,366Liabilities 2016: $0Net Assets 2016: $1,242,3662016Assets 2017: $1,437,985Liabilities 2017: $0Net Assets 2017: $1,437,9852017Assets 2018: $1,760,686Liabilities 2018: $0Net Assets 2018: $1,760,6862018Assets 2019: $1,769,194Liabilities 2019: $0Net Assets 2019: $1,769,1942019Assets 2020: $1,867,789Liabilities 2020: $0Net Assets 2020: $1,867,7892020Assets 2021: $2,148,593Liabilities 2021: $0Net Assets 2021: $2,148,5932021Assets 2022: $1,903,667Liabilities 2022: $0Net Assets 2022: $1,903,6672022Assets 2023: $1,955,906Liabilities 2023: $0Net Assets 2023: $1,955,9062023Assets 2024: $2,188,065Liabilities 2024: $0Net Assets 2024: $2,188,0652024Assets 2025: $2,409,150Liabilities 2025: $0Net Assets 2025: $2,409,1502025

Highlighted filing

2023

Assets$1,955,906
Liabilities$0
Net Assets$1,955,906
Open 2023 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$1.0M$500K$0-$500KRevenue 2011: $113,730Expenses 2011: $150,911Net Income 2011: -$37,1812011Expenses 2012: $150,7862012Expenses 2013: $151,1482013Revenue 2014: $183,035Expenses 2014: $152,484Net Income 2014: $30,5512014Revenue 2015: $120,073Expenses 2015: $165,853Net Income 2015: -$45,7802015Revenue 2016: $72,065Expenses 2016: $159,413Net Income 2016: -$87,3482016Revenue 2017: $99,485Expenses 2017: $155,202Net Income 2017: -$55,7172017Revenue 2018: $565,558Expenses 2018: $161,069Net Income 2018: $404,4892018Revenue 2019: $172,937Expenses 2019: $164,429Net Income 2019: $8,5082019Revenue 2020: $155,617Expenses 2020: $55,022Net Income 2020: $100,5952020Revenue 2021: $545,784Expenses 2021: $264,980Net Income 2021: $280,8042021Revenue 2022: -$66,030Expenses 2022: $178,896Net Income 2022: -$244,9262022Revenue 2023: $230,321Expenses 2023: $178,082Net Income 2023: $52,2392023Revenue 2024: $412,741Expenses 2024: $180,582Net Income 2024: $232,1592024Revenue 2025: $406,386Expenses 2025: $185,301Net Income 2025: $221,0852025

Highlighted filing

2023

Revenue$230,321
Expenses$178,082
Net Income$52,239
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2022 to Aug 31, 2023
Signed
Jul 15, 2023
Return Version
2022v5.0
Gross Receipts
$561,136
Mission and Program Overview

Mission

The providing of educational grants to qualified college/university students who are seeking professional careers in the field of "childhood speech and language disorders".

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$1,833,767$1,876,394▲ $42,627
Cash and Non-Interest-Bearing Accounts$69,900$79,512▲ $9,612
Total Assets$1,903,667$1,955,906▲ $52,239
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,818,667$1,875,906▲ $57,239
Net Assets With Donor Restrictions$85,000$80,000▼ $5,000
Total Net Assets Fund Balance$1,903,667$1,955,906▲ $52,239
Total Liabilities and Net Assets / Fund Balance$1,903,667$1,955,906▲ $52,239
Compensation and Service Providers
Top Officer Pay39th percentile

Board Members and Trustees

NameTitle
Timmy E ShrumPresident
David H DewDirector
Emmett G DaltonDirector
Franklin D EdmondsonDirector
John W LashDirector
Ralph M ClarkDirector
William B PlesantsDirector
Douglas V JonesSecretary
Leonard a RoweTreasurer
Barry C FasionVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$72,419
Program Service Revenue
$0
Investment Income
$157,902
Other Revenue
$0
All Other Contributions
$72,419
Change in Net Assets
$52,239
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$159,000
Other Expenses$19,082
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$159,000--$159,000
Fees for Service Investment Mgmnt Fees-$17,170-$17,170
Other Expenses-$1,912-$1,912
Total Functional Expenses$159,000$19,082$0$178,082
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Grants - Jmu FoundationHarrisonburg, VA501c3Academic Support$50,500
Grants - Radford University FoundatRadford, VA501csAdacemic Support$33,000
Grants - Tidewater Scottish Rite SpNewport News, VA501c3Academic Support$33,000
Grants - Richmond Scottish Rite CliRichmond, VA501c3Academic Support$32,500
Grants - Longwood Univeristy FoundaFarmville, VA501c3Academic Support$10,000
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
No
Backup withholding compliance
No
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, Page 6, Part VI, Line 11B

“The corporate officers and available board members review the form 990 proir to its submission to the irs. All board members are provided a copy of the form 990.”

Form 990, Page 6, Part VI, Line 19

“Governing documents and policies are provided upon request and the financial statements are published, without request, to the approximately 4,500 members of the scottish rite valley's located throughout the commonwealth of virginia who represent approximately 99% of the organization's donors.”

Filing and Contact Details

Filer

Filer Name
Scottish Rite Foundation of
EIN
54-6048101
Phone
5403545121
Address
C/O LEONARD ROWE 4841 HICKORY RIDGE, ROANOKE, VA 24018

Signing Officer

Name
Leonard a Rowe
Title
Treasurer
Phone
5403545121
Signed
2023-07-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Leonard a Rowe
Formed
1977
Voting Board Members
10
Independent Board Members
10
Employees
0

Preparer

Firm
Campbell & Lineberry Pc
Address
PO BOX 7979, ROANOKE, VA 24019
Preparer
Lisa C Lloyd
Phone
5407773770
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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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IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1ACADEMIC SUPPORT
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt2ACADEMIC SUPPORT
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt3ADACEMIC SUPPORT
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt4ACADEMIC SUPPORT
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0GRANTS - TIDEWATER SCOTTISH RITE SP
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1GRANTS - LONGWOOD UNIVERISTY FOUNDA
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt2GRANTS - JMU FOUNDATION
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt3GRANTS - RADFORD UNIVERSITY FOUNDAT
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt4GRANTS - RICHMOND SCOTTISH RITE CLI
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IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine2Txt1LANGUAGE CENTER AT RICHMOND INC
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IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt1201 HIGH STREET
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt2220 UNIVERSITY BLVD
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt3PO BOX 6915
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt44202 HERMITAGE ROAD
IRS990ScheduleI/RecipientTable/USAddress/CityNm0NEWPORT NEWS
IRS990ScheduleI/RecipientTable/USAddress/CityNm1FARMVILLE
IRS990ScheduleI/RecipientTable/USAddress/CityNm2HARRISONBURG
IRS990ScheduleI/RecipientTable/USAddress/CityNm3RADFORD
IRS990ScheduleI/RecipientTable/USAddress/CityNm4RICHMOND
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IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd4VA
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE CORPORATE OFFICERS AND AVAILABLE BOARD MEMBERS REVIEW THE FORM 990 PROIR TO ITS SUBMISSION TO THE IRS. ALL BOARD MEMBERS ARE PROVIDED A COPY OF THE FORM 990.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1GOVERNING DOCUMENTS AND POLICIES ARE PROVIDED UPON REQUEST AND THE FINANCIAL STATEMENTS ARE PUBLISHED, WITHOUT REQUEST, TO THE APPROXIMATELY 4,500 MEMBERS OF THE SCOTTISH RITE VALLEY'S LOCATED THROUGHOUT THE COMMONWEALTH OF VIRGINIA WHO REPRESENT APPROXIMATELY 99% OF THE ORGANIZATION'S DONORS.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 19
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IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0159000
IRS990/TotalFunctionalExpensesGrp/TotalAmt0178082
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
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IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01955906
IRS990/TotalProgramServiceExpensesAmt0159000
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0157902
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0230321
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IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt04841 HICKORY RIDGE CT
IRS990/USAddress/CityNm0ROANOKE
IRS990/USAddress/StateAbbreviationCd0VA
IRS990/USAddress/ZIPCd024018
IRS990/VotingMembersGoverningBodyCnt010
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ReturnHeader/BuildTS02023-04-26 12:10:37Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0LEONARD A ROWE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum05403545121
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-07-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SCOTTISH RITE FOUNDATION OF
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0VIRGINIA
ReturnHeader/Filer/BusinessNameControlTxt0SCOT
ReturnHeader/Filer/EIN0546048101
ReturnHeader/Filer/PhoneNum05403545121
ReturnHeader/Filer/USAddress/AddressLine1Txt0C/O LEONARD ROWE 4841 HICKORY RIDGE
ReturnHeader/Filer/USAddress/CityNm0ROANOKE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0VA
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ReturnHeader/IRSResponsiblePrtyInfoCurrInd0false
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0260662283
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CAMPBELL & LINEBERRY PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 7979
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ROANOKE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0VA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd024019
ReturnHeader/PreparerPersonGrp/PhoneNum05407773770
ReturnHeader/PreparerPersonGrp/PreparationDt02024-07-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LISA C LLOYD
ReturnHeader/ReturnTs02024-07-15T17:03:52-04:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0LEONARD
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0ROWE
ReturnHeader/TaxPeriodBeginDt02022-09-01
ReturnHeader/TaxPeriodEndDt02023-08-31
ReturnHeader/TaxYr02022

Document Assets

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Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,955,906
Liabilities
$0
Net assets
$1,955,906
Revenue
$230,321
Expenses
$178,082
Net income
$52,239
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$2.41$0.00$2.41$0.41$0.19$0.22
2024Detailed filing. Detailed filing data is available for this year.$2.19$0.00$2.19$0.41$0.18$0.23
2023Detailed filing. Detailed filing data is available for this year.$1.96$0.00$1.96$0.23$0.18$0.05
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.90$0.00$1.90$0.07$0.18$0.24
2021Summary only. Only limited summary data is available for this year.$2.15$0.00$2.15$0.55$0.26$0.28
2020Summary only. Only limited summary data is available for this year.$1.87$0.00$1.87$0.16$0.06$0.10
2019Summary only. Only limited summary data is available for this year.$1.77$0.00$1.77$0.17$0.16$0.01
2018Detailed filing. Detailed filing data is available for this year.$1.76$0.00$1.76$0.57$0.16$0.40
2017Detailed filing. Detailed filing data is available for this year.$1.44$0.00$1.44$0.10$0.16$0.06
2016Detailed filing. Detailed filing data is available for this year.$1.24$0.00$1.24$0.07$0.16$0.09
2015Detailed filing. Detailed filing data is available for this year.$1.33$0.00$1.33$0.12$0.17$0.05
2014Detailed filing. Detailed filing data is available for this year.$1.38$0.00$1.38$0.18$0.15$0.03
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.34$0.00$1.34$0.15
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.39$0.00$1.39$0.15
2011Summary only. Only limited summary data is available for this year.$1.40$0.00$1.40$0.11$0.15$0.04
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2023 filings • 501(c)3 • $1M-$5M nonprofits