Civic Intelligence

Ancient & Accepted Scottish Rite of Free Masonry Valley of Wheeling

990 • Fiscal year 2017 • EIN 55-0113703

Jan 01, 2017 to Dec 31, 2017 • Filed on Nov 06, 2018

Organization ProfileSCOTTISHRITEWV.ORG
PO Box 6542Wheeling, WV 26003

(304) 233-3747

Siviq Scores

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

Liabilities / Assets

96th percentile

0.30x

Higher debt load relative to assets than 96% of similar nonprofits.

2017 filings • 501(c)10 • $500k-$1M nonprofits • Source year 2017

Liabilities / Revenue

97th percentile

1.91x

Higher debt load relative to revenue than 97% of similar nonprofits.

2017 filings • 501(c)10 • $500k-$1M nonprofits • Source year 2017

Net Margin

21st percentile

-23%

Higher net margin than 21% of similar nonprofits.

2017 filings • 501(c)10 • $500k-$1M nonprofits • Source year 2017

Top Officer Pay

62nd percentile

$0

Higher top officer pay than 62% of similar nonprofits.

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

2017 filings • 501(c)10 • $500k-$1M nonprofits • Source year 2017

Asset Growth

68th percentile

7.2%

Faster asset growth than 68% of similar nonprofits.

2017 filings • 501(c)10 • $500k-$1M nonprofits • Annualized from 2016 to 2017

Revenue Growth

52nd percentile

8.5%

Faster revenue growth than 52% of similar nonprofits.

2017 filings • 501(c)10 • $500k-$1M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets96th percentile

Assets

Up

$707,270

Up $47,811 (+7.3%) from 2016

Net Assets

Up

$494,965

Up $29,811 (+6.4%) from 2016

Liabilities

Up

$212,305

Up $18,000 (+9.3%) from 2016

Revenue And Expenses
Liabilities / Revenue97th percentileNet Margin21st percentile

Revenue

Up

$110,904

Up $8,675 (+8.5%) from 2016

Expenses

Up

$136,671

Up $2,590 (+1.9%) from 2016

Net Income

Up

-$25,767

Up $6,085 (+19%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth68th percentile

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

$1.5M$1.0M$500K$0Assets 2011: $340,864Liabilities 2011: $02011Assets 2012: $146,661Liabilities 2012: $02012Assets 2013: $699,376Liabilities 2013: $73,474Net Assets 2013: $625,9022013Assets 2014: $643,820Liabilities 2014: $91,330Net Assets 2014: $552,4902014Assets 2015: $586,045Liabilities 2015: $122,438Net Assets 2015: $463,6072015Assets 2016: $659,459Liabilities 2016: $194,305Net Assets 2016: $465,1542016Assets 2017: $707,270Liabilities 2017: $212,305Net Assets 2017: $494,9652017Assets 2018: $615,587Liabilities 2018: $227,305Net Assets 2018: $388,2822018Assets 2019: $584,009Liabilities 2019: $227,305Net Assets 2019: $356,7042019Assets 2020: $1,166,731Liabilities 2020: $227,193Net Assets 2020: $939,5382020Assets 2021: $1,278,867Liabilities 2021: $227,018Net Assets 2021: $1,051,8492021Assets 2022: $1,264,242Liabilities 2022: $225,707Net Assets 2022: $1,038,5352022Assets 2023: $1,223,880Liabilities 2023: $225,651Net Assets 2023: $998,2292023Assets 2024: $971,155Liabilities 2024: $0Net Assets 2024: $971,1552024Assets 2025: $953,128Liabilities 2025: $0Net Assets 2025: $953,1282025

Highlighted filing

2017

Assets$707,270
Liabilities$212,305
Net Assets$494,965
Open 2017 Filing

Operations Trend

Revenue Growth52nd percentile

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

$1.0M$500K$0-$500KRevenue 2011: $72,129Expenses 2011: $115,681Net Income 2011: -$43,5522011Revenue 2012: $77,361Expenses 2012: $271,564Net Income 2012: -$194,2032012Revenue 2013: $168,663Expenses 2013: $236,743Net Income 2013: -$68,0802013Revenue 2014: $109,875Expenses 2014: $193,599Net Income 2014: -$83,7242014Revenue 2015: $106,975Expenses 2015: $165,748Net Income 2015: -$58,7732015Revenue 2016: $102,229Expenses 2016: $134,081Net Income 2016: -$31,8522016Revenue 2017: $110,904Expenses 2017: $136,671Net Income 2017: -$25,7672017Revenue 2018: $103,054Expenses 2018: $162,104Net Income 2018: -$59,0502018Revenue 2019: $135,037Expenses 2019: $182,099Net Income 2019: -$47,0622019Revenue 2020: $699,027Expenses 2020: $112,822Net Income 2020: $586,2052020Revenue 2021: $72,099Expenses 2021: $54,212Net Income 2021: $17,8872021Revenue 2022: $82,750Expenses 2022: $84,139Net Income 2022: -$1,3892022Revenue 2023: $87,227Expenses 2023: $126,584Net Income 2023: -$39,3572023Revenue 2024: $359,897Expenses 2024: $125,898Net Income 2024: $233,9992024Revenue 2025: $109,490Expenses 2025: $147,038Net Income 2025: -$37,5482025

Highlighted filing

2017

Revenue$110,904
Expenses$136,671
Net Income-$25,767
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Nov 6, 2018
Return Version
2017v2.3
Gross Receipts
$110,904
Mission and Program Overview

Mission

Fraternal organization - To provide and maintain a meeting place for Ancient & Accepted Scottish Rite of Freemasonry members, to improve its members and enhance the communities in which they live, by teaching and emulating high social, moral and spiritual values.

FRATERNAL ORGANIZATION

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$467,198$503,159▲ $35,961
Rtn Earn Endowment Incm Other Fnds$465,154$494,965▲ $29,811
Land, Buildings, and Equipment, Net$121,489$152,833▲ $31,344
Savings and Temporary Cash Investments$70,772$51,278▼ $19,494
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$659,459$707,270▲ $47,811
Liabilities
Mortgage Notes Payable Secured by Investment Property$194,193$212,193▲ $18,000
Other Liabilities$112$112→ $0
Total Liabilities$194,305$212,305▲ $18,000
Net Assets / Fund Balance
Total Net Assets Fund Balance$465,154$494,965▲ $29,811
Total Liabilities and Net Assets / Fund Balance$659,459$707,270▲ $47,811

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$81,390$558,212$639,602
Other Land Buildings$1,443$101,006$102,449
Land$70,000-$70,000
Compensation and Service Providers
Top Officer Pay62nd percentile

Board Members and Trustees

NameTitle
Earl FormanCommander Council of Kados
George BirkleinGeneral Secretary
Charles M RyanTreasurer
Bard HufuldVanerable Master
Rob GoveyWise Master Chapter of Ros
Revenue and Support

Revenue Composition

Contributions and Grants
$6,744
Program Service Revenue
$62,831
Investment Income
$14,678
Other Revenue
$26,651
All Other Contributions
$6,744
Change in Net Assets
$-25,767
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$110,305
Salaries, Compensation, and Employee Benefits$26,033
Grants and Similar Amounts Paid$333
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Occupancy---$50,812
Other Salaries and Wages---$24,237
Payments to Affiliates---$13,437
Interest---$9,762
Travel---$8,747
Fees for Service Investment Mgmnt Fees---$5,583
Fees for Services Accounting---$4,699
Office Expenses---$3,385
Depreciation Depletion---$2,156
Payroll Taxes---$1,796
Other Expenses---$400
Grants to Domestic Orgs---$333
Total Functional Expenses$0$0$0$136,671
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$772
Fundraising Direct Expenses$0
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Social Security Withheld$56
Wv Withheld$28
Federal Withheld$15
Medicare Withheld$13
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
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 A, line 6

“The organization has members that pay dues on an annual basis.”

Form 990, Part VI, Section A, line 7A

“The members elect most of the governing body. However, the general secretary and treasurer positions are appointed.”

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

“No review was or will be conducted.”

Form 990, Part VI, Section B, line 12C

“The organization requires all governing body members to sign a conflict of interest disclosure form annually. The organization monitors the compliance regularly in order to protect its interests and ensure that directors, officers, trustees, employees and members do not advance their own interests or the interests of others with whom they have a close relationship in a way that is detrimental to the interests or mission of the organization. In order to avoid any conflict of interest, the existence of a financial interest must be disclosed to the other officers, employees, trustees or committee members present at the meeting related to the transaction, and the person must, after discussion of the transaction, remove himself from the meeting and refrain from voting on the transaction in question.”

Form 990, Part VI, Section C, line 18

“The organzation makes all forms available upon request.”

Form 990, Part VI, Section C, line 19

“The organization makes its governing documents, conflict of interest policy, and financial statements available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Ancient & Accepted Scottish Rite of
EIN
55-0113703
Phone
3042333747
Address
PO BOX 6542, WHEELING, WV 26003

Signing Officer

Name
George Birklein
Title
General Secretary
Phone
3042333747
Signed
2018-11-06

Organization Details

Principal Officer
George Birklein
Formed
1894
Legal Domicile
Wv
Voting Board Members
5
Independent Board Members
5
Employees
2
Volunteers
0

Preparer

Firm
Wilson Kozicki & Gwynn Pllc
Address
32 TWENTIETH STREET SUITE 300, WHEELING, WV 26003
Preparer
Dennis a Kozicki
Phone
3042322280
Raw XML Appendix333 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/BooksInCareOfDetail/USAddress/AddressLine1Txt083 14TH STREET
IRS990/BooksInCareOfDetail/USAddress/CityNm0WHEELING
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IRS990/Form990PartVIISectionAGrp/TitleTxt0TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt1COMMANDER COUNCIL OF KADOS
IRS990/Form990PartVIISectionAGrp/TitleTxt2GENERAL SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt3WISE MASTER CHAPTER OF ROS
IRS990/Form990PartVIISectionAGrp/TitleTxt4VANERABLE MASTER
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IRS990/GamingActivitiesInd00
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IRS990/GrantsToIndividualsInd00
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IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0467198
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IRS990/IRPDocumentW2GCnt00
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IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1MEDICARE WITHHELD
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION HAS MEMBERS THAT PAY DUES ON AN ANNUAL BASIS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE MEMBERS ELECT MOST OF THE GOVERNING BODY. HOWEVER, THE GENERAL SECRETARY AND TREASURER POSITIONS ARE APPOINTED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2NO REVIEW WAS OR WILL BE CONDUCTED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE ORGANIZATION REQUIRES ALL GOVERNING BODY MEMBERS TO SIGN A CONFLICT OF INTEREST DISCLOSURE FORM ANNUALLY. THE ORGANIZATION MONITORS THE COMPLIANCE REGULARLY IN ORDER TO PROTECT ITS INTERESTS AND ENSURE THAT DIRECTORS, OFFICERS, TRUSTEES, EMPLOYEES AND MEMBERS DO NOT ADVANCE THEIR OWN INTERESTS OR THE INTERESTS OF OTHERS WITH WHOM THEY HAVE A CLOSE RELATIONSHIP IN A WAY THAT IS DETRIMENTAL TO THE INTERESTS OR MISSION OF THE ORGANIZATION. IN ORDER TO AVOID ANY CONFLICT OF INTEREST, THE EXISTENCE OF A FINANCIAL INTEREST MUST BE DISCLOSED TO THE OTHER OFFICERS, EMPLOYEES, TRUSTEES OR COMMITTEE MEMBERS PRESENT AT THE MEETING RELATED TO THE TRANSACTION, AND THE PERSON MUST, AFTER DISCUSSION OF THE TRANSACTION, REMOVE HIMSELF FROM THE MEETING AND REFRAIN FROM VOTING ON THE TRANSACTION IN QUESTION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE ORGANZATION MAKES ALL FORMS AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section A, line 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section A, line 7a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section B, line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Section B, line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part VI, Section C, line 18
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990, Part VI, Section C, line 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0659459
IRS990/TotalAssetsEOYAmt0707270
IRS990/TotalAssetsGrp/BOYAmt0659459
IRS990/TotalAssetsGrp/EOYAmt0707270
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt06744
IRS990/TotalEmployeeCnt02
IRS990/TotalFunctionalExpensesGrp/TotalAmt0136671
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0194305
IRS990/TotalLiabilitiesEOYAmt0212305
IRS990/TotalLiabilitiesGrp/BOYAmt0194305
IRS990/TotalLiabilitiesGrp/EOYAmt0212305
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0465154
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0494965
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceRevenueAmt062831
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt040406
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt063754
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0110904
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0659459
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0707270
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/TotalAmt08747
IRS990/TypeOfOrganizationAssocInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0PO BOX 6542
IRS990/USAddress/CityNm0WHEELING
IRS990/USAddress/StateAbbreviationCd0WV
IRS990/USAddress/ZIPCd026003
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt05
IRS990/WebsiteAddressTxt0HTTP://SCOTTISHRITEWV.ORG
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/PersonNm0GEORGE BIRKLEIN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0GENERAL SECRETARY
ReturnHeader/BusinessOfficerGrp/PhoneNum03042333747
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-11-06
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ANCIENT & ACCEPTED SCOTTISH RITE OF
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FREEMASONRY VALLEY OF WHEELING
ReturnHeader/Filer/BusinessNameControlTxt0ANCI
ReturnHeader/Filer/EIN0550113703
ReturnHeader/Filer/PhoneNum03042333747
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 6542
ReturnHeader/Filer/USAddress/CityNm0WHEELING
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WV
ReturnHeader/Filer/USAddress/ZIPCd026003
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId059CC0C2257466E7255EFF73E40CE6A28C3002C1B
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId04BC85C0B372FB4C9C50C3AE47367322E37F5578A
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt050.73.168.161
ReturnHeader/FilingSecurityInformation/IPDt02018-11-06
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ES
ReturnHeader/FilingSecurityInformation/IPTm007:28:48
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0550526247
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WILSON KOZICKI & GWYNN PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt032 TWENTIETH STREET SUITE 300
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WHEELING
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WV
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd026003
ReturnHeader/PreparerPersonGrp/PhoneNum03042322280
ReturnHeader/PreparerPersonGrp/PreparationDt02018-11-05
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DENNIS A KOZICKI
ReturnHeader/ReturnTs02018-11-06T11:04:24-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$707,270
Liabilities
$212,305
Net assets
$494,965
Revenue
$110,904
Expenses
$136,671
Net income
-$25,767
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.95$0.00$0.95$0.11$0.15$0.04
2024Detailed filing. Detailed filing data is available for this year.$0.97$0.00$0.97$0.36$0.13$0.23
2023Detailed filing. Detailed filing data is available for this year.$1.22$0.23$1.00$0.09$0.13$0.04
2022Detailed filing. Detailed filing data is available for this year.$1.26$0.23$1.04$0.08$0.08$0.00
2021Detailed filing. Detailed filing data is available for this year.$1.28$0.23$1.05$0.07$0.05$0.02
2020Detailed filing. Detailed filing data is available for this year.$1.17$0.23$0.94$0.70$0.11$0.59
2019Detailed filing. Detailed filing data is available for this year.$0.58$0.23$0.36$0.14$0.18$0.05
2018Detailed filing. Detailed filing data is available for this year.$0.62$0.23$0.39$0.10$0.16$0.06
2017Detailed filing. Detailed filing data is available for this year.$0.71$0.21$0.49$0.11$0.14$0.03
2016Detailed filing. Detailed filing data is available for this year.$0.66$0.19$0.47$0.10$0.13$0.03
2015Detailed filing. Detailed filing data is available for this year.$0.59$0.12$0.46$0.11$0.17$0.06
2014Detailed filing. Detailed filing data is available for this year.$0.64$0.09$0.55$0.11$0.19$0.08
2013Detailed filing. Detailed filing data is available for this year.$0.70$0.07$0.63$0.17$0.24$0.07
2012Summary only. Only limited summary data is available for this year.$0.15$0.00$0.08$0.27$0.19
2011Summary only. Only limited summary data is available for this year.$0.34$0.00$0.07$0.12$0.04