Civic Intelligence

Ancient & Accepted Scottish Rite of Free Masonry Valley of Wheeling

990 • Fiscal year 2019 • EIN 55-0113703

Jan 01, 2019 to Dec 31, 2019 • Filed on Sep 25, 2020

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

97th percentile

0.39x

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

2019 filings • 501(c)10 • $500k-$1M nonprofits • Source year 2019

Liabilities / Revenue

97th percentile

1.68x

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

2019 filings • 501(c)10 • $500k-$1M nonprofits • Source year 2019

Net Margin

14th percentile

-35%

Higher net margin than 14% of similar nonprofits.

2019 filings • 501(c)10 • $500k-$1M nonprofits • Source year 2019

Top Officer Pay

60th percentile

$0

Higher top officer pay than 60% of similar nonprofits.

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

2019 filings • 501(c)10 • $500k-$1M nonprofits • Source year 2019

Asset Growth

8th percentile

-5.1%

Faster asset growth than 8% of similar nonprofits.

2019 filings • 501(c)10 • $500k-$1M nonprofits • Annualized from 2018 to 2019

Revenue Growth

82nd percentile

31%

Faster revenue growth than 82% of similar nonprofits.

2019 filings • 501(c)10 • $500k-$1M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets97th percentile

Assets

Down

$584,009

Down $31,578 (-5.1%) from 2018

Net Assets

Down

$356,704

Down $31,578 (-8.1%) from 2018

Liabilities

Flat

$227,305

Flat from 2018

Revenue And Expenses
Liabilities / Revenue97th percentileNet Margin14th percentile

Revenue

Up

$135,037

Up $31,983 (+31%) from 2018

Expenses

Up

$182,099

Up $19,995 (+12%) from 2018

Net Income

Up

-$47,062

Up $11,988 (+20%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth8th 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

2019

Assets$584,009
Liabilities$227,305
Net Assets$356,704
Open 2019 Filing

Operations Trend

Revenue Growth82nd 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

2019

Revenue$135,037
Expenses$182,099
Net Income-$47,062
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Sep 25, 2020
Return Version
2019v5.1
Gross Receipts
$227,031
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$421,100$396,518▼ $24,582
Rtn Earn Endowment Incm Other Fnds$388,282$356,704▼ $31,578
Land, Buildings, and Equipment, Net$149,839$146,845▼ $2,994
Savings and Temporary Cash Investments$44,648$40,646▼ $4,002
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$615,587$584,009▼ $31,578
Liabilities
Mortgage Notes Payable Secured by Investment Property$227,193$227,193→ $0
Other Liabilities$112$112→ $0
Total Liabilities$227,305$227,305→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$388,282$356,704▼ $31,578
Total Liabilities and Net Assets / Fund Balance$615,587$584,009▼ $31,578

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$76,554$563,048$639,602
Other Land Buildings$291$102,158$102,449
Land$70,000-$70,000
Compensation and Service Providers
Top Officer Pay60th percentile

Board Members and Trustees

NameTitle
Greg ZolmanCommander of Council of Kadosh
George BirkleinGeneral Secretary
Kurt YanoMaster of Council of Kadosh
Brad HufeldPersonal Representative to Sgig
H Jackson YostSovereign Grand Inspector General
David NewlandTreasurer
Gene CrowderVariable Master Lodge of Perfection
Larry McafeeVice-master of Council of Rose Croix
Revenue and Support

Revenue Composition

Contributions and Grants
$13,963
Program Service Revenue
$51,244
Investment Income
$43,497
Other Revenue
$26,333
All Other Contributions
$13,963
Change in Net Assets
$-47,062
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$148,754
Salaries, Compensation, and Employee Benefits$32,493
Grants and Similar Amounts Paid$852
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Occupancy---$74,667
Other Salaries and Wages---$29,775
Travel---$14,518
Interest---$13,023
Payments to Affiliates---$9,270
Office Expenses---$4,782
Fees for Service Investment Mgmnt Fees---$4,738
Fees for Services Accounting---$4,719
Depreciation Depletion---$2,994
Payroll Taxes---$2,718
Other Expenses---$2,031
Fees for Services Legal---$938
Grants to Domestic Orgs---$852
Total Functional Expenses$0$0$0$182,099
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$2,612
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 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 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
2020-09-25
Discuss with paid preparer
Yes

Organization Details

Principal Officer
George Birklein
Formed
1894
Legal Domicile
Wv
Voting Board Members
8
Independent Board Members
8
Employees
2
Volunteers
0

Preparer

Firm
Kozicki Hughes Tickerhoof Pllc
Address
32 TWENTIETH STREET SUITE 300, WHEELING, WV 26003
Preparer
Dennis a Kozicki
Phone
3042322280
Raw XML Appendix356 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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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/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0615587
IRS990/TotalAssetsEOYAmt0584009
IRS990/TotalAssetsGrp/BOYAmt0615587
IRS990/TotalAssetsGrp/EOYAmt0584009
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt013963
IRS990/TotalEmployeeCnt02
IRS990/TotalFunctionalExpensesGrp/TotalAmt0182099
IRS990/TotalGrossUBIAmt00
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IRS990/TotalLiabilitiesEOYAmt0227305
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IRS990/TotalLiabilitiesGrp/EOYAmt0227305
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IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceRevenueAmt051244
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt040766
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt080308
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0135037
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0615587
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0584009
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/TotalAmt014518
IRS990/TypeOfOrganizationAssocInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
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IRS990/USAddress/CityNm0WHEELING
IRS990/USAddress/StateAbbreviationCd0WV
IRS990/USAddress/ZIPCd026003
IRS990/VotingMembersGoverningBodyCnt08
IRS990/VotingMembersIndependentCnt08
IRS990/WebsiteAddressTxt0HTTP://SCOTTISHRITEWV.ORG
IRS990/WhistleblowerPolicyInd00
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ReturnHeader/BusinessOfficerGrp/PersonNm0GEORGE BIRKLEIN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0GENERAL SECRETARY
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ReturnHeader/BusinessOfficerGrp/SignatureDt02020-09-25
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ANCIENT & ACCEPTED SCOTTISH RITE OF
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ReturnHeader/Filer/BusinessNameControlTxt0ANCI
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ReturnHeader/Filer/PhoneNum03042333747
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 6542
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ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt050.73.168.161
ReturnHeader/FilingSecurityInformation/IPDt02020-09-25
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ED
ReturnHeader/FilingSecurityInformation/IPTm008:48:05
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0550526247
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0KOZICKI HUGHES TICKERHOOF 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/PreparationDt02020-09-25
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DENNIS A KOZICKI
ReturnHeader/ReturnTs02020-10-01T11:09:24-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$584,009
Liabilities
$227,305
Net assets
$356,704
Revenue
$135,037
Expenses
$182,099
Net income
-$47,062
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