Civic Intelligence

Waco Scottish Rite Bodies Charitable Foundation Fka Wsr Learning Center

990 • Fiscal year 2023 • EIN 74-2581354

Jan 01, 2023 to Dec 31, 2023 • Filed on Nov 15, 2024

Organization ProfileN/A
PO Box 3080Waco, TX 76707-0080

(254) 754-3942

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

59th percentile

0.00x

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Net Margin

52nd percentile

3.9%

Higher net margin than 52% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Asset Growth

67th percentile

13%

Faster asset growth than 67% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

53rd percentile

7.2%

Faster revenue growth than 53% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets58th percentile

Assets

Up

$192,447

Up $22,078 (+13%) from 2022

Net Assets

Up

$192,447

Up $22,078 (+13%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin52nd percentile

Revenue

Up

$35,016

Up $2,341 (+7.2%) from 2022

Expenses

Up

$33,644

Up $4,909 (+17%) from 2022

Net Income

Down

$1,372

Down $2,568 (-65%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth67th percentile

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

2023

Assets$192,447
Liabilities$0
Net Assets$192,447
Open 2023 Filing

Operations Trend

Revenue Growth53rd percentile

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

2023

Revenue$35,016
Expenses$33,644
Net Income$1,372
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Nov 15, 2024
Return Version
2023v5.0
Gross Receipts
$35,016
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".

It is the mission of the scottish rite of freemasonry, sj, to improve its members and enhance the communities in which they live by teaching and emulating the principles of brotherly love, tolerance, charity, and truth, while actively embracing high social, moral, and spiritual values, including fellowship, compassion, and dedication to god, family, and country.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$145,832$168,237▲ $22,405
Cash and Non-Interest-Bearing Accounts$37,417$24,210▼ $13,207
Total Assets$183,249$192,447▲ $9,198
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$181,324$190,522▲ $9,198
Net Assets With Donor Restrictions$1,925$1,925→ $0
Total Net Assets Fund Balance$183,249$192,447▲ $9,198
Total Liabilities and Net Assets / Fund Balance$183,249$192,447▲ $9,198
Compensation and Service Providers
Top Officer Pay78th percentile

Board Members and Trustees

NameTitle
Claude O ErvinChairman
Dr Harold E JacksonDirector
Gregory L McewenDirector
J Damon FehlerDirector
Melvin E RuyleDirector
Richard L LoveDirector
Scott L MillsDirector
Mike WaldropSecretary
Cameron M Talbert IiiTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$29,283
Program Service Revenue
$0
Investment Income
$5,733
Other Revenue
$0
Change in Net Assets
$1,372
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$33,644
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
All Other Expenses$2,100$1,005-$3,105
Other Expenses$2,300--$2,300
Total Functional Expenses$32,639$1,005$0$33,644
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
No
Backup withholding compliance
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
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

“The form 990 is made available to the board of directors for review at a regular scheduled meeting.”

Form 990, Page 6, Part VI, Line 19

“Governing documents are made available to the public upon request.”

Filing and Contact Details

Filer

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

Signing Officer

Name
Mike Waldrop
Title
Secretary
Signed
2024-11-15

Organization Details

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

Preparer

Firm
Paul J Christensen & Associates LLC
Address
2110 AUSTIN AVE, WACO, TX 76701
Preparer
Paul J Christensen CPA
Phone
2547523436
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S MISSION

“It is the mission of the scottish rite of freemasonry, sj, to improve its members and enhance the communities in which they live by teaching and emulating the principles of brotherly love, tolerance, charity, and truth, while actively embracing high social, moral, and spiritual values, including fellowship, compassion, and dedication to god, family, and country.”

Financial Statement Notes

Schedule D, Page 3, Part X

“The entity is exempt from income tax under section 509(a)(3) of the internal revenue code, except to the extent it has unrelated business taxable income. Accounting principles generally accepted in the united states of america require that the entity recognize in their financial statements the financial effects of a tax position, if that position is more likely than not of being sustained upon examination, including resolution of any appeals or litigation processes, based upon the technical merits of the tax position. The new requirements also provide guidance on measurement, classification, interest and penalties, and disclosure. Tax positions taken related to the entity's tax-exempt status, unrelated business activities taxable income and deductibility of expenses and other miscellaneous tax positions have been reviewed, and management is of the opinion that material positions taken would more likely than not be sustained by examination. Accordingly, the entity has not recorded an income tax liability for uncertain tax benefits. For the year ended december 31,2023, there were no interest or penalties related to income taxes recorded or included in the financial statements. As of december 31, 2023, the entity's federal returns of organization exempt from income tax (form 990) are subject to examination by the irs, generally for three years after they were filed.”

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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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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE ENTITY IS EXEMPT FROM INCOME TAX UNDER SECTION 509(A)(3) OF THE INTERNAL REVENUE CODE, EXCEPT TO THE EXTENT IT HAS UNRELATED BUSINESS TAXABLE INCOME. ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE THAT THE ENTITY RECOGNIZE IN THEIR FINANCIAL STATEMENTS THE FINANCIAL EFFECTS OF A TAX POSITION, IF THAT POSITION IS MORE LIKELY THAN NOT OF BEING SUSTAINED UPON EXAMINATION, INCLUDING RESOLUTION OF ANY APPEALS OR LITIGATION PROCESSES, BASED UPON THE TECHNICAL MERITS OF THE TAX POSITION. THE NEW REQUIREMENTS ALSO PROVIDE GUIDANCE ON MEASUREMENT, CLASSIFICATION, INTEREST AND PENALTIES, AND DISCLOSURE. TAX POSITIONS TAKEN RELATED TO THE ENTITY'S TAX-EXEMPT STATUS, UNRELATED BUSINESS ACTIVITIES TAXABLE INCOME AND DEDUCTIBILITY OF EXPENSES AND OTHER MISCELLANEOUS TAX POSITIONS HAVE BEEN REVIEWED, AND MANAGEMENT IS OF THE OPINION THAT MATERIAL POSITIONS TAKEN WOULD MORE LIKELY THAN NOT BE SUSTAINED BY EXAMINATION. ACCORDINGLY, THE ENTITY HAS NOT RECORDED AN INCOME TAX LIABILITY FOR UNCERTAIN TAX BENEFITS. FOR THE YEAR ENDED DECEMBER 31,2023, THERE WERE NO INTEREST OR PENALTIES RELATED TO INCOME TAXES RECORDED OR INCLUDED IN THE FINANCIAL STATEMENTS. AS OF DECEMBER 31, 2023, THE ENTITY'S FEDERAL RETURNS OF ORGANIZATION EXEMPT FROM INCOME TAX (FORM 990) ARE SUBJECT TO EXAMINATION BY THE IRS, GENERALLY FOR THREE YEARS AFTER THEY WERE FILED.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0IT IS THE MISSION OF THE SCOTTISH RITE OF FREEMASONRY, SJ, TO IMPROVE ITS MEMBERS AND ENHANCE THE COMMUNITIES IN WHICH THEY LIVE BY TEACHING AND EMULATING THE PRINCIPLES OF BROTHERLY LOVE, TOLERANCE, CHARITY, AND TRUTH, WHILE ACTIVELY EMBRACING HIGH SOCIAL, MORAL, AND SPIRITUAL VALUES, INCLUDING FELLOWSHIP, COMPASSION, AND DEDICATION TO GOD, FAMILY, AND COUNTRY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE FORM 990 IS MADE AVAILABLE TO THE BOARD OF DIRECTORS FOR REVIEW AT A REGULAR SCHEDULED MEETING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2GOVERNING DOCUMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990 - ORGANIZATION'S MISSION
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 19
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0183249
IRS990/TotalAssetsEOYAmt0192447
IRS990/TotalAssetsGrp/BOYAmt0183249
IRS990/TotalAssetsGrp/EOYAmt0192447
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt029283
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt01005
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt032639
IRS990/TotalFunctionalExpensesGrp/TotalAmt033644
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0183249
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0192447
IRS990/TotalProgramServiceExpensesAmt032639
IRS990/TotalRevenueGrp/ExclusionAmt05733
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt035016
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0183249
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0192447
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt02801 W WACO DR
IRS990/USAddress/CityNm0WACO
IRS990/USAddress/StateAbbreviationCd0TX
IRS990/USAddress/ZIPCd076707
IRS990/VotingMembersGoverningBodyCnt09
IRS990/VotingMembersIndependentCnt09
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/PersonNm0MIKE WALDROP
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SECRETARY
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WACO SCOTTISH RITE BODIES
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0CHARITABLE FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0WACO
ReturnHeader/Filer/EIN0742581354
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 3080
ReturnHeader/Filer/USAddress/CityNm0WACO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd0767070080
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0false
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PAUL J CHRISTENSEN & ASSOCIATES LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02110 AUSTIN AVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WACO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd076701
ReturnHeader/PreparerPersonGrp/PhoneNum02547523436
ReturnHeader/PreparerPersonGrp/PreparationDt02024-10-24
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0PAUL J CHRISTENSEN CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02024-11-15T15:17:47-05:00
ReturnHeader/ReturnTypeCd0990
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
$192,447
Liabilities
$0
Net assets
$192,447
Revenue
$35,016
Expenses
$33,644
Net income
$1,372
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
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2023 filings • 501(c)3 • <$500k nonprofits