Civic Intelligence

Huntington West Virginia Scottish Rite of Frcemasonry Foundation Inc.

990 • Fiscal year 2016 • EIN 55-0784607

Jan 01, 2016 to Dec 31, 2016 • Filed on Jun 14, 2017

P O Box 294Huntington, WV 25702

(304) 525-4127

Siviq Scores

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

Liabilities / Assets

56th percentile

0.00x

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

55th percentile

0.00x

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Net Margin

24th percentile

-9.2%

Higher net margin than 24% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Asset Growth

43rd percentile

-1.1%

Faster asset growth than 43% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

62nd percentile

8.5%

Faster revenue growth than 62% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Assets

Down

$330,755

Down $3,750 (-1.1%) from 2015

Net Assets

Down

$330,755

Down $3,750 (-1.1%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue

Up

$40,591

Up $3,190 (+8.5%) from 2015

Expenses

Down

$44,341

Down $40,689 (-48%) from 2015

Net Income

Up

-$3,750

Up $43,879 (+92%) from 2015

Historical Trend

Balance Sheet Trend

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

$400K$300K$200K$100K$0Assets 2010: $270,190Liabilities 2010: $0Net Assets 2010: $270,1902010Assets 2011: $322,373Liabilities 2011: $0Net Assets 2011: $322,3732011Assets 2012: $343,279Liabilities 2012: $0Net Assets 2012: $343,2792012Assets 2013: $356,257Liabilities 2013: $0Net Assets 2013: $356,2572013Assets 2014: $382,134Liabilities 2014: $0Net Assets 2014: $382,1342014Assets 2015: $334,505Liabilities 2015: $0Net Assets 2015: $334,5052015Assets 2016: $330,755Liabilities 2016: $0Net Assets 2016: $330,7552016Assets 2017: $326,548Liabilities 2017: $0Net Assets 2017: $326,5482017Assets 2018: $324,444Liabilities 2018: $0Net Assets 2018: $324,4442018Assets 2019: $312,968Liabilities 2019: $0Net Assets 2019: $312,9682019Assets 2020: $381,218Liabilities 2020: $0Net Assets 2020: $381,2182020Assets 2021: $347,577Liabilities 2021: $197Net Assets 2021: $347,3802021Assets 2022: $343,316Net Assets 2022: $343,3162022Assets 2023: $361,425Net Assets 2023: $361,4252023Assets 2024: $398,422Net Assets 2024: $398,4222024

Highlighted filing

2016

Assets$330,755
Liabilities$0
Net Assets$330,755

Operations Trend

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

$150K$100K$50K$0-$50KExpenses 2010: $43,5482010Expenses 2011: $45,1952011Expenses 2012: $47,3662012Revenue 2013: $60,173Expenses 2013: $47,195Net Income 2013: $12,9782013Revenue 2014: $30,113Expenses 2014: $4,236Net Income 2014: $25,8772014Revenue 2015: $37,401Expenses 2015: $85,030Net Income 2015: -$47,6292015Revenue 2016: $40,591Expenses 2016: $44,341Net Income 2016: -$3,7502016Revenue 2017: $41,014Expenses 2017: $45,221Net Income 2017: -$4,2072017Revenue 2018: $48,187Expenses 2018: $50,291Net Income 2018: -$2,1042018Revenue 2019: $37,528Expenses 2019: $49,004Net Income 2019: -$11,4762019Revenue 2020: $72,274Expenses 2020: $45,924Net Income 2020: $26,3502020Revenue 2021: $38,506Expenses 2021: $71,907Net Income 2021: -$33,4012021Revenue 2022: $42,641Expenses 2022: $46,705Net Income 2022: -$4,0642022Revenue 2023: $65,455Expenses 2023: $47,346Net Income 2023: $18,1092023Revenue 2024: $119,504Expenses 2024: $82,507Net Income 2024: $36,9972024

Highlighted filing

2016

Revenue$40,591
Expenses$44,341
Net Income-$3,750
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Jun 14, 2017
Return Version
2016v3.0
Gross Receipts
$47,794
Mission and Program Overview

Mission

Provide medical assistance

Provide medical assistance to children

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$334,505$330,755▼ $3,750
Cash and Non-Interest-Bearing Accounts$210,191$205,953▼ $4,238
Savings and Temporary Cash Investments$124,314$124,802▲ $488
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$334,505$330,755▼ $3,750
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$334,505$330,755▼ $3,750
Total Liabilities and Net Assets / Fund Balance$334,505$330,755▼ $3,750
Compensation and Service Providers

Board Members and Trustees

NameTitle
Arlie RigsbyPresident
Paul DavisVice President
B G Boster IiDirector
Becky MeadeDirector
Bill CoffeeDirector
Chad LovejoyDirector
Don TrainerDirector
Fred AdkinsDirector
Jack YostDirector
James H LackeyDirector
Joel HookerDirector
Karen McnealyDirector
Kathryn ChezikDirector
Ken BannonDirector
Larry BollingDirector
Megan ArcherDirector
Michael MartinDirector
Pam HollandDirector
Richard MeadeDirector
Scott DunfeeDirector
Nikki FraleySecretary
Tomi WeberTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$13,760
Program Service Revenue
$0
Investment Income
$488
Other Revenue
$26,343
All Other Contributions
$13,760
Change in Net Assets
$-3,750
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$41,800
Other Expenses$2,541
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$41,800--$41,800
Other Expenses$1,200--$1,200
Fees for Services Accounting$1,200--$1,200
Office Expenses$116--$116
Fees for Services Other$25--$25
Total Functional Expenses$44,341$0$0$44,341
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Marshall University FoundationHuntington, WV-Speech & Language Instruction$41,800
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$33,546
Fundraising Direct Expenses$7,203
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Dinner$22,012$22,012$173$21,839
Picnic$6,144$6,144$791$5,353
Total Events$33,546$33,546$7,203$26,343
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
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, Part VI, Section B, Line 11B

No review was or will be conducted.

Form 990, Part VI, Section C, Line 19

The organization does not make its governing documents, conflict of interest policy, and financial statements available to the public.

Filing and Contact Details

Filer

Filer Name
Huntington Wv Scottish Rite of
EIN
55-0784607
Phone
3045254127
Address
P O BOX 294, HUNTINGTON, WV 25702

Signing Officer

Name
Paul Davis
Title
Vice President
Phone
3045254127
Signed
2017-06-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Paul Davis
Formed
2001
Legal Domicile
Wv
Voting Board Members
22
Independent Board Members
22
Employees
0
Volunteers
0

Preparer

Firm
Hess Stewart & Campbell Pllc
Address
PO BOX 1060, HUNTINGTON, WV 25713-1060
Preparer
Tomi J Weber
Phone
3045236464
Raw XML AppendixShowing 400 of 488 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/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt2SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt3TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
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IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0SCHOLARSHIPS
IRS990/OtherExpensesGrp/ProgramServicesAmt01200
IRS990/OtherExpensesGrp/TotalAmt01200
IRS990/PartialLiquidationInd00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0PAUL DAVIS
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt011387
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt082300
IRS990/PYInvestmentIncomeAmt0-3319
IRS990/PYOtherExpensesAmt02730
IRS990/PYOtherRevenueAmt029333
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0-47629
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt085030
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt037401
IRS990/QuidProQuoContributionsInd01
IRS990/QuidProQuoContriDisclInd01
IRS990/ReconcilationRevenueExpnssAmt0-3750
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0334505
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0330755
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0124314
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0124802
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt013760
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt011387
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt08159
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt031545
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt044298
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0109149
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt0488
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt0576
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt0681
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt0688
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt01027
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt03460
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt033546
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt034800
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt023339
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt031827
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt027767
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0151279
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt0488
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt0576
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt0681
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt0688
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt01027
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt03460
IRS990ScheduleA/InvestmentIncomeCYPct00.01310
IRS990ScheduleA/InvestmentIncomePYPct00.01300
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.98690
IRS990ScheduleA/PublicSupportPY509Pct00.98700
IRS990ScheduleA/PublicSupportTotal509Amt0260428
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt047306
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt046187
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt031498
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt063372
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt072065
IRS990ScheduleA/Total509Grp/TotalAmt0260428
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt047794
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt046763
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt032179
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt064060
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt073092
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0263888
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt07203
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0DINNER
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0PICNIC
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent2Amt0394
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt0394
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt022012
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt06144
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt05390
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt033546
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt022012
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt06144
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt05390
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt033546
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt026343
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt03558
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt04522
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt0173
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt0791
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt02
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt02287
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt02287
IRS990ScheduleI/GrantRecordsMaintainedInd00
IRS990ScheduleI/RecipientTable/CashGrantAmt041800
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0SPEECH & LANGUAGE INSTRUCTION
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0MARSHALL UNIVERSITY FOUNDATION
IRS990ScheduleI/RecipientTable/RecipientEIN0556000789
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0ONE JOHN MARSHALL DRIVE
IRS990ScheduleI/RecipientTable/USAddress/CityNm0HUNTINGTON
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0WV
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd025703
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.98$3.98$1.20$0.83$0.37
2023Detailed filing. Detailed filing data is available for this year.$3.61$3.61$0.65$0.47$0.18
2022Detailed filing. Detailed filing data is available for this year.$3.43$3.43$0.43$0.47$0.04
2021Detailed filing. Detailed filing data is available for this year.$3.48$0.00$3.47$0.39$0.72$0.33
2020Detailed filing. Detailed filing data is available for this year.$3.81$0.00$3.81$0.72$0.46$0.26
2019Detailed filing. Detailed filing data is available for this year.$3.13$0.00$3.13$0.38$0.49$0.11
2018Detailed filing. Detailed filing data is available for this year.$3.24$0.00$3.24$0.48$0.50$0.02
2017Detailed filing. Detailed filing data is available for this year.$3.27$0.00$3.27$0.41$0.45$0.04
2016Detailed filing. Detailed filing data is available for this year.$3.31$0.00$3.31$0.41$0.44$0.04
2015Detailed filing. Detailed filing data is available for this year.$3.35$0.00$3.35$0.37$0.85$0.48
2014Detailed filing. Detailed filing data is available for this year.$3.82$0.00$3.82$0.30$0.04$0.26
2013Detailed filing. Detailed filing data is available for this year.$3.56$0.00$3.56$0.60$0.47$0.13
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.43$0.00$3.43$0.47
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.22$0.00$3.22$0.45
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.70$0.00$2.70$0.44