Civic Intelligence

Ancient & Accepted Scottish Rite of Free Masonry Valley of Wheeling

990 • Fiscal year 2023 • EIN 55-0113703

Jan 01, 2023 to Dec 31, 2023 • Filed on Jul 03, 2024

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

0.18x

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

2023 filings • 501(c)10 • $1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

98th percentile

2.59x

Higher debt load relative to revenue than 98% of similar nonprofits.

2023 filings • 501(c)10 • $1M-$5M nonprofits • Source year 2023

Net Margin

16th percentile

-45%

Higher net margin than 16% of similar nonprofits.

2023 filings • 501(c)10 • $1M-$5M nonprofits • Source year 2023

Top Officer Pay

51st percentile

$0

Higher top officer pay than 51% of similar nonprofits.

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

2023 filings • 501(c)10 • $1M-$5M nonprofits • Source year 2023

Asset Growth

13th percentile

-3.2%

Faster asset growth than 13% of similar nonprofits.

2023 filings • 501(c)10 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Revenue Growth

52nd percentile

5.4%

Faster revenue growth than 52% of similar nonprofits.

2023 filings • 501(c)10 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets96th percentile

Assets

Down

$1,223,880

Down $40,362 (-3.2%) from 2022

Net Assets

Down

$998,229

Down $40,306 (-3.9%) from 2022

Liabilities

Down

$225,651

Down $56 (-0.0%) from 2022

Revenue And Expenses
Liabilities / Revenue98th percentileNet Margin16th percentile

Revenue

Up

$87,227

Up $4,477 (+5.4%) from 2022

Expenses

Up

$126,584

Up $42,445 (+50%) from 2022

Net Income

Down

-$39,357

Down $37,968 (-2733%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth13th 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

2023

Assets$1,223,880
Liabilities$225,651
Net Assets$998,229
Open 2023 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

2023

Revenue$87,227
Expenses$126,584
Net Income-$39,357
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Jul 3, 2024
Return Version
2023v5.1
Gross Receipts
$95,589
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--
Land, Buildings, and Equipment, Net$0$742,500▲ $742,500
Investments in Publicly Traded Securities$464,706$455,394▼ $9,312
Cash and Non-Interest-Bearing Accounts$42,528$25,984▼ $16,544
Savings and Temporary Cash Investments$7,008$2▼ $7,006
Total Assets$1,264,242$1,223,880▼ $40,362
Liabilities
Mortgage Notes Payable Secured by Investment Property$225,707$225,651▼ $56
Total Liabilities$225,707$225,651▼ $56
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,031,847$989,652▼ $42,195
Net Assets With Donor Restrictions$6,688$8,577▲ $1,889
Total Net Assets Fund Balance$1,038,535$998,229▼ $40,306
Total Liabilities and Net Assets / Fund Balance$1,264,242$1,223,880▼ $40,362

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$592,500$7,500$600,000
Land$150,000-$150,000
Compensation and Service Providers
Top Officer Pay51st percentile

Board Members and Trustees

NameTitle
Richard BrownGeneral Secretary
David NewlandTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$14,704
Program Service Revenue
$45,656
Investment Income
$18,257
Other Revenue
$8,610
All Other Contributions
$14,704
Change in Net Assets
$-39,357
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$118,769
Salaries, Compensation, and Employee Benefits$5,940
Grants and Similar Amounts Paid$1,875
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Legal---$37,041
Interest---$19,171
Fees for Services Other---$10,119
Conferences and Meetings---$8,086
Depreciation Depletion---$7,500
Other Salaries and Wages---$5,940
Office Expenses---$4,670
Fees for Service Investment Mgmnt Fees---$4,554
Fees for Services Accounting---$4,007
Insurance---$2,365
Grants to Domestic Orgs---$1,875
Other Expenses---$1,039
Occupancy---$500
All Other Expenses---$481
Total Functional Expenses$0$0$0$126,584
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
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
David Newland
Title
Treasurer
Phone
3042333747
Signed
2024-07-03
Discuss with paid preparer
Yes

Organization Details

Principal Officer
David Newland
Formed
1894
Legal Domicile
Wv
Voting Board Members
559
Independent Board Members
559
Employees
1
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 Appendix309 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/GrantsToOrganizationsInd00
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IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt012439
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IRS990/GrossRentsGrp/RealAmt08610
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IRS990/GroupReturnForAffiliatesInd00
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IRS990/InvestmentInJointVentureInd00
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IRS990/LandBldgEquipCostOrOtherBssAmt0750000
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IRS990/NetUnrlzdGainsLossesInvstAmt0-949
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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/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01264242
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01223880
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TypeOfOrganizationAssocInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0PO BOX 6542
IRS990/USAddress/CityNm0WHEELING
IRS990/USAddress/StateAbbreviationCd0WV
IRS990/USAddress/ZIPCd026003
IRS990/VotingMembersGoverningBodyCnt0559
IRS990/VotingMembersIndependentCnt0559
IRS990/WebsiteAddressTxt0HTTP://SCOTTISHRITEWV.ORG
IRS990/WhistleblowerPolicyInd00
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0DAVID NEWLAND
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum03042333747
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-07-03
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/IRSResponsiblePrtyInfoCurrInd01
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/PreparationDt02024-07-03
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DENNIS A KOZICKI
ReturnHeader/ReturnTs02024-07-10T12:20:24-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0DAVID
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0NEWLAND
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$1,223,880
Liabilities
$225,651
Net assets
$998,229
Revenue
$87,227
Expenses
$126,584
Net income
-$39,357
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
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2023 filings • 501(c)10 • $1M-$5M nonprofits