Civic Intelligence

Alabama Scottish Rite Foundation

990 • Fiscal year 2020 • EIN 73-1632750

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

Organization ProfileN/A
PO Box 101235Birmingham, AL 35210

(205) 957-2424

Siviq Scores

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

Liabilities / Assets

15th percentile

0.00x

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

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

15th percentile

0.00x

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

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Net Margin

89th percentile

47%

Higher net margin than 89% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

42nd percentile

$29,000

Higher top officer pay than 42% of similar nonprofits.

Top officer pay equals 11.2% of source-year revenue.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Asset Growth

71st percentile

19%

Faster asset growth than 71% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

82nd percentile

34%

Faster revenue growth than 82% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets15th percentile

Assets

Up

$2,688,594

Up $422,555 (+19%) from 2019

Net Assets

Up

$2,688,594

Up $422,555 (+19%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue15th percentileNet Margin89th percentile

Revenue

Up

$259,678

Up $66,432 (+34%) from 2019

Expenses

Down

$137,219

Down $28,659 (-17%) from 2019

Net Income

Up

$122,459

Up $95,091 (+347%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth71st percentile

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

$3.0M$2.0M$1.0M$0Assets 2011: $1,666,449Liabilities 2011: $0Net Assets 2011: $1,666,4492011Assets 2012: $1,789,965Liabilities 2012: $0Net Assets 2012: $1,789,9652012Assets 2013: $2,138,882Liabilities 2013: $0Net Assets 2013: $2,138,8822013Assets 2014: $2,174,110Liabilities 2014: $0Net Assets 2014: $2,174,1102014Assets 2015: $2,009,925Liabilities 2015: $0Net Assets 2015: $2,009,9252015Assets 2016: $2,049,964Liabilities 2016: $0Net Assets 2016: $2,049,9642016Assets 2017: $2,209,439Liabilities 2017: $0Net Assets 2017: $2,209,4392017Assets 2018: $1,985,673Liabilities 2018: $0Net Assets 2018: $1,985,6732018Assets 2019: $2,266,039Liabilities 2019: $0Net Assets 2019: $2,266,0392019Assets 2020: $2,688,594Liabilities 2020: $0Net Assets 2020: $2,688,5942020Assets 2021: $2,993,202Liabilities 2021: $0Net Assets 2021: $2,993,2022021Assets 2022: $2,361,919Liabilities 2022: $0Net Assets 2022: $2,361,9192022Assets 2023: $2,679,264Liabilities 2023: $0Net Assets 2023: $2,679,2642023Assets 2024: $2,960,721Liabilities 2024: $0Net Assets 2024: $2,960,7212024

Highlighted filing

2020

Assets$2,688,594
Liabilities$0
Net Assets$2,688,594
Open 2020 Filing

Operations Trend

Revenue Growth82nd percentile

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

$400K$200K$0-$200KRevenue 2011: $152,845Expenses 2011: $142,548Net Income 2011: $10,2972011Expenses 2012: $145,1152012Revenue 2013: $304,961Expenses 2013: $144,110Net Income 2013: $160,8512013Revenue 2014: $336,596Expenses 2014: $136,623Net Income 2014: $199,9732014Revenue 2015: $57,733Expenses 2015: $159,819Net Income 2015: -$102,0862015Revenue 2016: $115,381Expenses 2016: $166,522Net Income 2016: -$51,1412016Revenue 2017: $222,788Expenses 2017: $157,796Net Income 2017: $64,9922017Revenue 2018: $167,143Expenses 2018: $165,071Net Income 2018: $2,0722018Revenue 2019: $193,246Expenses 2019: $165,878Net Income 2019: $27,3682019Revenue 2020: $259,678Expenses 2020: $137,219Net Income 2020: $122,4592020Revenue 2021: $199,484Expenses 2021: $148,691Net Income 2021: $50,7932021Revenue 2022: $113,278Expenses 2022: $151,074Net Income 2022: -$37,7962022Revenue 2023: $106,641Expenses 2023: $178,814Net Income 2023: -$72,1732023Revenue 2024: $232,465Expenses 2024: $198,186Net Income 2024: $34,2792024

Highlighted filing

2020

Revenue$259,678
Expenses$137,219
Net Income$122,459
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Feb 9, 2021
Return Version
2020v4.0
Gross Receipts
$644,590
Mission and Program Overview

Mission

Same as item 1 part ifunding programs for aiding and assisting public schools in alabama in teaching children who have speech and communication problems, dyslexia, etc.

Fund programs for aiding and assisting public schools in alabama in teaching children who have speech and communication problems, dyslexia, etc.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$2,256,486$2,685,117▲ $428,631
Cash and Non-Interest-Bearing Accounts$9,553$3,477▼ $6,076
Total Assets$2,266,039$2,688,594▲ $422,555
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$2,266,039$2,688,594▲ $422,555
Total Net Assets Fund Balance$2,266,039$2,688,594▲ $422,555
Total Liabilities and Net Assets / Fund Balance$2,266,039$2,688,594▲ $422,555
Compensation and Service Providers
Top Officer Pay42nd percentile

Employees

NameTitleFull / Part TimeOtherTotal
Tim VaughanSecretary & Treasurer / TrPT$29,000$29,000

Board Members and Trustees

NameTitle
William J BurfittPresident / Trustee
James a SmithCEO / Trustee
Bobby L ThomleyTrustee
Buddy M WilsonTrustee
Ned CoxTrustee
Tom LottTrustee
Karl F ReedVP / Trustee
Revenue and Support

Revenue Composition

Contributions and Grants
$45,630
Program Service Revenue
$0
Investment Income
$214,048
Other Revenue
$0
All Other Contributions
$41,629
Change in Net Assets
$122,459
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$137,219
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Service Investment Mgmnt Fees-$19,560-$19,560
Fees for Services Accounting-$3,317-$3,317
Other Expenses$10,709$-10,709-$0
Total Functional Expenses$103,634$33,585$0$137,219
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
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Audit committee
No
Backup withholding compliance
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
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

“The governing body was supplied a copy of 990 for review before the tax return was filed.”

Form 990, Part VI, Section C, Line 19

“Upon request during normal business hours the governing documents, conflict of interest policy, and copy of financial statements are available to the public.”

Filing and Contact Details

Filer

Filer Name
Alabama Scottish Rite Foundation
EIN
73-1632750
Phone
2059572424
Address
PO BOX 101235, BIRMINGHAM, AL 35210

Signing Officer

Name
Tim Vaughan
Title
General Secretary
Phone
2059572424
Signed
2021-02-09
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Tim Vaughan
Formed
2002
Legal Domicile
Al
Voting Board Members
8
Independent Board Members
8
Employees
0
Volunteers
0

Preparer

Firm
Huner & Cyr Pc
Address
100 WILLIAMSBURG OFC PARK STE 200, VESTAVIA HILLS, AL 35216-3686
Preparer
Scott C Huner CPA
Phone
2058237723
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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 GOVERNING BODY WAS SUPPLIED A COPY OF 990 FOR REVIEW BEFORE THE TAX RETURN WAS FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1UPON REQUEST DURING NORMAL BUSINESS HOURS THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND COPY OF FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt1CHARITABLE ORGANIZATION PROVIDES SHOES TO NEEDY AND UNFORTUNATE CHILDREN
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd035210
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd135210
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd01
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd01
IRS990ScheduleR/TransferFromOtherOrgInd00
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IRS990/SchoolOperatingInd00
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IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
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IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt033585
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ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0TIM VAUGHAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0GENERAL SECRETARY
ReturnHeader/BusinessOfficerGrp/PhoneNum02059572424
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-02-09
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ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HUNER & CYR PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0100 WILLIAMSBURG OFC PARK STE 200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0VESTAVIA HILLS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0AL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0352163686
ReturnHeader/PreparerPersonGrp/PhoneNum02058237723
ReturnHeader/PreparerPersonGrp/PreparationDt02021-02-09
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SCOTT C HUNER CPA
ReturnHeader/ReturnTs02021-02-23T15:54:51-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0TIM
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0VAUGHAN
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
$2,688,594
Liabilities
$0
Net assets
$2,688,594
Revenue
$259,678
Expenses
$137,219
Net income
$122,459
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.96$0.00$2.96$0.23$0.20$0.03
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.68$0.00$2.68$0.11$0.18$0.07
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.36$0.00$2.36$0.11$0.15$0.04
2021Detailed filing. Detailed filing data is available for this year.$2.99$0.00$2.99$0.20$0.15$0.05
2020Detailed filing. Detailed filing data is available for this year.$2.69$0.00$2.69$0.26$0.14$0.12
2019Detailed filing. Detailed filing data is available for this year.$2.27$0.00$2.27$0.19$0.17$0.03
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.99$0.00$1.99$0.17$0.17$0.00
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.21$0.00$2.21$0.22$0.16$0.06
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.05$0.00$2.05$0.12$0.17$0.05
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.01$0.00$2.01$0.06$0.16$0.10
2014Detailed filing. Detailed filing data is available for this year.$2.17$0.00$2.17$0.34$0.14$0.20
2013Detailed filing. Detailed filing data is available for this year.$2.14$0.00$2.14$0.30$0.14$0.16
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.79$0.00$1.79$0.15
2011Summary only. Only limited summary data is available for this year.$1.67$0.00$1.67$0.15$0.14$0.01
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2020 filings • 501(c)3 • $1M-$5M nonprofits