Civic Intelligence

Waco Scottish Rite Bodies Charitable Foundation Fka Wsr Learning Center

990 • Fiscal year 2016 • EIN 74-2581354

Jan 01, 2016 to Dec 31, 2016 • Filed on Nov 15, 2017

PO Box 3080Waco, TX 76707-0080

(254) 752-1618

Siviq Scores

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

Liabilities / Assets

14th percentile

0.00x

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

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Liabilities / Revenue

14th percentile

0.00x

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

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Net Margin

99th percentile

98%

Higher net margin than 99% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Top Officer Pay

35th percentile

$0

Higher top officer pay than 35% of similar nonprofits.

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

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Asset Growth

100th percentile

1279%

Faster asset growth than 100% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Revenue Growth

99th percentile

997%

Faster revenue growth than 99% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Assets

Up

$1,185,921

Up $1,099,906 (+1279%) from 2015

Net Assets

Up

$1,185,921

Up $1,099,906 (+1279%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue

Up

$1,108,874

Up $1,007,778 (+997%) from 2015

Expenses

Down

$17,678

Down $81,774 (-82%) from 2015

Net Income

Up

$1,091,196

Up $1,089,552 (+66274%) from 2015

Historical Trend

Balance Sheet Trend

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

$1.5M$1.0M$500K$0Assets 2010: $64,998Liabilities 2010: $0Net Assets 2010: $64,9982010Assets 2011: $77,050Liabilities 2011: $0Net Assets 2011: $77,0502011Assets 2012: $76,139Liabilities 2012: $0Net Assets 2012: $76,1392012Assets 2013: $86,415Liabilities 2013: $0Net Assets 2013: $86,4152013Assets 2014: $87,362Liabilities 2014: $0Net Assets 2014: $87,3622014Assets 2015: $86,015Liabilities 2015: $0Net Assets 2015: $86,0152015Assets 2016: $1,185,921Liabilities 2016: $0Net Assets 2016: $1,185,9212016Assets 2017: $1,222,129Liabilities 2017: $0Net Assets 2017: $1,222,1292017Assets 2018: $609,294Liabilities 2018: $0Net Assets 2018: $609,2942018Assets 2019: $158,756Liabilities 2019: $0Net Assets 2019: $158,7562019Assets 2020: $162,614Liabilities 2020: $0Net Assets 2020: $162,6142020Assets 2021: $166,429Liabilities 2021: $0Net Assets 2021: $166,4292021Assets 2022: $170,369Liabilities 2022: $0Net Assets 2022: $170,3692022Assets 2023: $192,447Liabilities 2023: $0Net Assets 2023: $192,4472023Assets 2024: $208,802Liabilities 2024: $0Net Assets 2024: $208,8022024

Highlighted filing

2016

Assets$1,185,921
Liabilities$0
Net Assets$1,185,921

Operations Trend

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

$1.5M$1.0M$500K$0-$500KRevenue 2010: $102,834Expenses 2010: $97,359Net Income 2010: $5,4752010Revenue 2011: $100,570Expenses 2011: $96,768Net Income 2011: $3,8022011Revenue 2012: $74,654Expenses 2012: $75,570Net Income 2012: -$9162012Revenue 2013: $104,570Expenses 2013: $94,294Net Income 2013: $10,2762013Revenue 2014: $78,903Expenses 2014: $77,956Net Income 2014: $9472014Revenue 2015: $101,096Expenses 2015: $99,452Net Income 2015: $1,6442015Revenue 2016: $1,108,874Expenses 2016: $17,678Net Income 2016: $1,091,1962016Revenue 2017: $164,477Expenses 2017: $168,228Net Income 2017: -$3,7512017Revenue 2018: $227,553Expenses 2018: $727,233Net Income 2018: -$499,6802018Revenue 2019: $536,071Expenses 2019: $1,029,173Net Income 2019: -$493,1022019Revenue 2020: $28,388Expenses 2020: $24,530Net Income 2020: $3,8582020Revenue 2021: $32,675Expenses 2021: $28,860Net Income 2021: $3,8152021Revenue 2022: $32,675Expenses 2022: $28,735Net Income 2022: $3,9402022Revenue 2023: $35,016Expenses 2023: $33,644Net Income 2023: $1,3722023Revenue 2024: $35,538Expenses 2024: $30,493Net Income 2024: $5,0452024

Highlighted filing

2016

Revenue$1,108,874
Expenses$17,678
Net Income$1,091,196
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Nov 15, 2017
Return Version
2016v3.0
Gross Receipts
$1,108,874
Mission and Program Overview

Mission

The waco scottish rite charitable foundation practices masonic principles by providing opportunities to children to become self sufficient, civic minded citizens through educaional activities, as well as providing community and masonic organizations assistance in building strong programs and strong communities. The mission of the waco scottish rite charitable foundation is to "create a better tomorrow by supporting programs that build strong students and strong communities".

The waco scottish rite charitable foundation practices masonic principles by providing opportunities to children to become self sufficient, civic minded citizens through educational activities, as well as providing community and masonic organizations assistance in building strong programs and strong communities. The mission of the waco scottish rite charitable foundation is to create a better tomorrow by supporting programs that build strong students and strong communities".

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities-$915,675-
Cash and Non-Interest-Bearing Accounts$82,699$268,302▲ $185,603
Total Assets$86,015$1,185,921▲ $1,099,906
Other Assets Total$3,316$1,944▼ $1,372
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$86,015$1,185,921▲ $1,099,906
Total Net Assets Fund Balance$86,015$1,185,921▲ $1,099,906
Total Liabilities and Net Assets / Fund Balance$86,015$1,185,921▲ $1,099,906
Compensation and Service Providers

Board Members and Trustees

NameTitle
Claude O ErvinChairman
Harold E JacksonChairman Emeritus
Cameron M Tablert IiiDirector
Greg McewenDirector
J Damon FehlerDirector
Melvin RuyleDirector
Richard L LoveDirector
Scott L MillsDirector
Mike L WaldropSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$1,102,184
Program Service Revenue
$9
Investment Income
$6,681
Other Revenue
$0
All Other Contributions
$133,248
Change in Net Assets
$1,091,196
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$15,240
Other Expenses$2,438
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$15,240--$15,240
Fees for Service Investment Mgmnt Fees-$1,510-$1,510
Fees for Services Accounting-$400-$400
Other Expenses-$115-$115
Total Functional Expenses$15,240$2,438$0$17,678
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Community GrantWaco, TX-To Further the Mission of the Waco Sottish Rite Bodies Charitable Foundation$5,038
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
Annual disclosure for covered persons
No
Audit committee
Yes
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 B, Line 11B

No review has been or will be performed by the governing body as a whole. Officer signing the return reviews before signing and filing.

Form 990, Part VI, Section C, Line 19

The organization's governing documents, conflict of interest policy and financial statements are made available to the public upon request.

Filing and Contact Details

Filer

Filer Name
Waco Scottish Rite Bodies Charitable
EIN
74-2581354
Phone
2547521618
Address
PO BOX 3080, WACO, TX 76707-0080

Signing Officer

Name
Mike Waldrop
Title
Secretary
Phone
2547521618
Signed
2017-11-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Mike Waldrop
Formed
1991
Legal Domicile
TX
Voting Board Members
9
Independent Board Members
9
Employees
0
Volunteers
0

Preparer

Firm
Pattillo Brown & Hill Llp
Address
P O BOX 20725, WACO, TX 76702-0725
Preparer
Sharon M Herwald CPA
Phone
2547724901
Supplemental Narrative

Additional Explanations

FORM 990, PART XII, LINE 2C:

Process has not changed from the prior year.

Raw XML Appendix373 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/MissionDesc0THE WACO SCOTTISH RITE CHARITABLE FOUNDATION PRACTICES MASONIC PRINCIPLES BY PROVIDING OPPORTUNITIES TO CHILDREN TO BECOME SELF SUFFICIENT, CIVIC MINDED CITIZENS THROUGH EDUCATIONAL ACTIVITIES, AS WELL AS PROVIDING COMMUNITY AND MASONIC ORGANIZATIONS ASSISTANCE IN BUILDING STRONG PROGRAMS AND STRONG COMMUNITIES. THE MISSION OF THE WACO SCOTTISH RITE CHARITABLE FOUNDATION IS TO CREATE A BETTER TOMORROW BY SUPPORTING PROGRAMS THAT BUILD STRONG STUDENTS AND STRONG COMMUNITIES".
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IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd07
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt0968936
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IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleA/SupportSumAmt0968936
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IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
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IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleI/GrantRecordsMaintainedInd00
IRS990ScheduleI/RecipientTable/CashGrantAmt05038
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0TO FURTHER THE MISSION OF THE WACO SOTTISH RITE BODIES CHARITABLE FOUNDATION
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0COMMUNITY GRANT
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt02801 W WACO DRIVE
IRS990ScheduleI/RecipientTable/USAddress/CityNm0WACO
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0TX
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd076703
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0NO REVIEW HAS BEEN OR WILL BE PERFORMED BY THE GOVERNING BODY AS A WHOLE. OFFICER SIGNING THE RETURN REVIEWS BEFORE SIGNING AND FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART XII, LINE 2C:
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
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IRS990/TotalAssetsEOYAmt01185921
IRS990/TotalAssetsGrp/BOYAmt086015
IRS990/TotalAssetsGrp/EOYAmt01185921
IRS990/TotalCompGreaterThan150KInd00
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IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt02438
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt015240
IRS990/TotalFunctionalExpensesGrp/TotalAmt017678
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
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IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01185921
IRS990/TotalOtherCompensationAmt00
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IRS990/TotalProgramServiceRevenueAmt09
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IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt09
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt01108874
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
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IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01185921
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnrestrictedNetAssetsGrp/BOYAmt086015
IRS990/UnrestrictedNetAssetsGrp/EOYAmt01185921
IRS990/UponRequestInd0X
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IRS990/USAddress/CityNm0WACO
IRS990/USAddress/StateAbbreviationCd0TX
IRS990/USAddress/ZIPCd0767070080
IRS990/VotingMembersGoverningBodyCnt09
IRS990/VotingMembersIndependentCnt09
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0MIKE WALDROP
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SECRETARY
ReturnHeader/BusinessOfficerGrp/PhoneNum02547521618
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WACO SCOTTISH RITE BODIES CHARITABLE
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FOUNDATION FKA WSR LEARNING CENTER
ReturnHeader/Filer/BusinessNameControlTxt0WACO
ReturnHeader/Filer/EIN0742581354
ReturnHeader/Filer/PhoneNum02547521618
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 3080
ReturnHeader/Filer/USAddress/CityNm0WACO
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ReturnHeader/Filer/USAddress/ZIPCd0767070080
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId022386AE18F0CDFC505175D0939B497476BBA2374
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId022386AE18F0CDFC505175D0939B497476BBA2374
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt024.155.125.28
ReturnHeader/FilingSecurityInformation/IPDt02017-11-15
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CS
ReturnHeader/FilingSecurityInformation/IPTm012:48:00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0741130599
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PATTILLO BROWN & HILL LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0P O BOX 20725
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WACO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0767020725
ReturnHeader/PreparerPersonGrp/PhoneNum02547724901
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SHARON M HERWALD CPA
ReturnHeader/ReturnTs02017-11-15T14:42:00-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.21$0.00$0.21$0.04$0.03$0.01
2023Detailed filing. Detailed filing data is available for this year.$0.19$0.00$0.19$0.04$0.03$0.00
2022Detailed filing. Detailed filing data is available for this year.$0.17$0.00$0.17$0.03$0.03$0.00
2021Detailed filing. Detailed filing data is available for this year.$0.17$0.00$0.17$0.03$0.03$0.00
2020Detailed filing. Detailed filing data is available for this year.$0.16$0.00$0.16$0.03$0.02$0.00
2019Detailed filing. Detailed filing data is available for this year.$0.16$0.00$0.16$0.54$1.03$0.49
2018Detailed filing. Detailed filing data is available for this year.$0.61$0.00$0.61$0.23$0.73$0.50
2017Detailed filing. Detailed filing data is available for this year.$1.22$0.00$1.22$0.16$0.17$0.00
2016Detailed filing. Detailed filing data is available for this year.$1.19$0.00$1.19$1.11$0.02$1.09
2015Detailed filing. Detailed filing data is available for this year.$0.09$0.00$0.09$0.10$0.10$0.00
2014Detailed filing. Detailed filing data is available for this year.$0.09$0.00$0.09$0.08$0.08$0.00
2013Detailed filing. Detailed filing data is available for this year.$0.09$0.00$0.09$0.10$0.09$0.01
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.08$0.00$0.08$0.07$0.08$0.00
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.08$0.00$0.08$0.10$0.10$0.00
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.06$0.00$0.06$0.10$0.10$0.01