Civic Intelligence

Ancient & Accepted Scottish Rite of Free Masonry Valley of Wheeling

990 • Fiscal year 2020 • EIN 55-0113703

Jan 01, 2020 to Dec 31, 2020 • Filed on Nov 09, 2021

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

0.19x

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

2020 filings • 501(c)10 • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

84th percentile

0.33x

Higher debt load relative to revenue than 84% of similar nonprofits.

2020 filings • 501(c)10 • $1M-$5M nonprofits • Source year 2020

Net Margin

95th percentile

84%

Higher net margin than 95% of similar nonprofits.

2020 filings • 501(c)10 • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

47th percentile

$0

Higher top officer pay than 47% of similar nonprofits.

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

2020 filings • 501(c)10 • $1M-$5M nonprofits • Source year 2020

Asset Growth

99th percentile

100%

Faster asset growth than 99% of similar nonprofits.

2020 filings • 501(c)10 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

99th percentile

418%

Faster revenue growth than 99% of similar nonprofits.

2020 filings • 501(c)10 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets97th percentile

Assets

Up

$1,166,731

Up $582,722 (+100%) from 2019

Net Assets

Up

$939,538

Up $582,834 (+163%) from 2019

Liabilities

Down

$227,193

Down $112 (-0.0%) from 2019

Revenue And Expenses
Liabilities / Revenue84th percentileNet Margin95th percentile

Revenue

Up

$699,027

Up $563,990 (+418%) from 2019

Expenses

Down

$112,822

Down $69,277 (-38%) from 2019

Net Income

Up

$586,205

Up $633,267 (+1346%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth99th 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

2020

Assets$1,166,731
Liabilities$227,193
Net Assets$939,538
Open 2020 Filing

Operations Trend

Revenue Growth99th 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

2020

Revenue$699,027
Expenses$112,822
Net Income$586,205
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 9, 2021
Return Version
2020v4.1
Gross Receipts
$862,951
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
Other Notes and Loans Receivable, Net-$750,000-
Investments in Publicly Traded Securities$396,518$377,437▼ $19,081
Land, Buildings, and Equipment, Net$146,845--
Savings and Temporary Cash Investments$40,646$39,294▼ $1,352
Total Assets$584,009$1,166,731▲ $582,722
Liabilities
Mortgage Notes Payable Secured by Investment Property$227,193$227,193→ $0
Other Liabilities$112$0▼ $112
Total Liabilities$227,305$227,193▼ $112
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$353,631$935,480▲ $581,849
Net Assets With Donor Restrictions$3,073$4,058▲ $985
Total Net Assets Fund Balance$356,704$939,538▲ $582,834
Total Liabilities and Net Assets / Fund Balance$584,009$1,166,731▲ $582,722
Compensation and Service Providers
Top Officer Pay47th percentile

Board Members and Trustees

NameTitle
George BirkleinGeneral Secretary
Brad HufeldPersonal Representative to Sgig
David NewlandTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$25,245
Program Service Revenue
$43,318
Investment Income
$626,068
Other Revenue
$4,396
All Other Contributions
$25,245
Change in Net Assets
$586,205
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$105,458
Salaries, Compensation, and Employee Benefits$7,364
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Occupancy---$52,011
Payments to Affiliates---$21,149
Interest---$9,659
Other Salaries and Wages---$7,293
Travel---$6,134
Fees for Services Accounting---$4,072
Fees for Service Investment Mgmnt Fees---$3,878
Office Expenses---$2,075
Depreciation Depletion---$1,956
Fees for Services Legal---$550
Other Expenses---$545
Payroll Taxes---$71
Total Functional Expenses$0$0$0$112,822
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
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
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
David Newland
Title
Treasurer
Phone
3042333747
Signed
2021-11-09
Discuss with paid preparer
Yes

Organization Details

Principal Officer
David Newland
Formed
1894
Legal Domicile
Wv
Voting Board Members
874
Independent Board Members
874
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 Appendix308 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
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IRS990/TypeOfOrganizationAssocInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0PO BOX 6542
IRS990/USAddress/CityNm0WHEELING
IRS990/USAddress/StateAbbreviationCd0WV
IRS990/USAddress/ZIPCd026003
IRS990/VotingMembersGoverningBodyCnt0874
IRS990/VotingMembersIndependentCnt0874
IRS990/WebsiteAddressTxt0HTTP://SCOTTISHRITEWV.ORG
IRS990/WhistleblowerPolicyInd00
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0DAVID NEWLAND
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum03042333747
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-11-09
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/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/PreparationDt02021-11-09
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DENNIS A KOZICKI
ReturnHeader/ReturnTs02021-11-10T12:05:52-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0DAVID
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0NEWLAND
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

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Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,166,731
Liabilities
$227,193
Net assets
$939,538
Revenue
$699,027
Expenses
$112,822
Net income
$586,205
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