Civic Intelligence

Davies Scottish Rite Educational Trust 18-754900

990PF • Fiscal year 2020 • EIN 91-6355276

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

Organization Profile
PO Box 492Kelso, WA 98626

(360) 425-2866

Siviq Scores

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

Liabilities / Assets

57th percentile

0.00x

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

2020 filings • <$500k nonprofits • Source year 2020

Liabilities / Revenue

57th percentile

0.00x

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

2020 filings • <$500k nonprofits • Source year 2020

Net Margin

99th percentile

100%

Higher net margin than 99% of similar nonprofits.

2020 filings • <$500k nonprofits • Source year 2020

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2020 filings • <$500k nonprofits • Source year 2020

Asset Growth

49th percentile

0.9%

Faster asset growth than 49% of similar nonprofits.

2020 filings • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

8th percentile

-83%

Faster revenue growth than 8% of similar nonprofits.

2020 filings • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets57th percentile

Assets

Up

$126,802

Up $1,154 (+0.9%) from 2019

Net Assets

$126,802

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin99th percentile

Revenue

Down

$1,159

Down $5,714 (-83%) from 2019

Expenses

Down

$0

Down $3,500 (-100%) from 2019

Net Income

Down

$1,159

Down $2,214 (-66%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth49th percentile

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

$150K$100K$50K$0Assets 2011: $115,586Liabilities 2011: $02011Assets 2012: $119,157Liabilities 2012: $02012Assets 2013: $121,995Liabilities 2013: $02013Assets 2014: $127,621Liabilities 2014: $02014Assets 2015: $117,679Liabilities 2015: $02015Assets 2019: $125,648Liabilities 2019: $02019Assets 2020: $126,802Liabilities 2020: $0Net Assets 2020: $126,8022020Assets 2021: $126,586Liabilities 2021: $0Net Assets 2021: $126,5862021Assets 2022: $130,076Liabilities 2022: $0Net Assets 2022: $130,0762022Assets 2023: $131,378Liabilities 2023: $0Net Assets 2023: $131,3782023Assets 2024: $105,121Liabilities 2024: $0Net Assets 2024: $105,1212024

Highlighted filing

2020

Assets$126,802
Liabilities$0
Net Assets$126,802
Open 2020 Filing

Operations Trend

Revenue Growth8th percentile

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

$20K$10K$0-$10K-$20K-$30KRevenue 2011: $669Expenses 2011: $3,500Net Income 2011: -$2,8312011Revenue 2012: $3,571Expenses 2012: $0Net Income 2012: $3,5712012Revenue 2013: $4,186Expenses 2013: $0Net Income 2013: $4,1862013Revenue 2014: $5,625Expenses 2014: $0Net Income 2014: $5,6252014Revenue 2015: $3,511Expenses 2015: $3,500Net Income 2015: $112015Revenue 2019: $6,873Expenses 2019: $3,500Net Income 2019: $3,3732019Revenue 2020: $1,159Expenses 2020: $0Net Income 2020: $1,1592020Revenue 2021: $8,395Expenses 2021: $8,611Net Income 2021: -$2162021Revenue 2022: $7,953Expenses 2022: $4,463Net Income 2022: $3,4902022Revenue 2023: $4,823Expenses 2023: $3,521Net Income 2023: $1,3022023Revenue 2024: -$13,457Expenses 2024: $12,800Net Income 2024: -$26,2572024

Highlighted filing

2020

Revenue$1,159
Expenses$0
Net Income$1,159
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 9, 2021
Return Version
2020v4.0
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Charles Vic TennisonPresident-$0--
Maynard BrentVice President-$0--
Richard HallettTreasurer-$0--
Elton StrangeSecretary-$0--
Filing and Contact Details

Filer

Filer Name
Davies Scottish Rite Education Trust
EIN
91-6355276
Phone
3604252866
Address
PO Box 492, Kelso, WA 98626

Signing Officer

Name
Elton Strange
Title
Secretary
Signed
2021-11-09
Discuss with paid preparer
Yes

Preparer

Firm
DeFrancisco Lampitt & Brado PS
Address
1424 14th Ave, Longview, WA 98632
Preparer
Anne DeFrancisco CPA
Phone
3604234520
Raw XML Appendix196 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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IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt06245
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0124900
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0126802
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2Richard Hallett
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3Elton Strange
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0President
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1Vice President
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2Treasurer
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3Secretary
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0PO Box 492
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1PO Box 492
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt3PO Box 492
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0Kelso
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IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
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IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
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IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
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IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0Richard Hallett
IRS990PF/StatementsRegardingActyGrp/PhoneNum03602748149
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0Typed paper outlining their transcripts (GPA); activities in and outside school; honors and awards received; if they have applied and been accepted to college; future goals in resume format.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0Richard Hallett
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum03602748149
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt0PO Box 492
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IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd098626
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0Recipients shall be graduates of Kelso, Longview or Castle Rock, WA High Schools. Selection is based on moral character & reputation, abstinence from harmful drugs; financial need and respect for principles.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0Prior to May awards each year.
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
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IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt06229
ReasonableCauseExplanation/ExplanationTxt0Officers were not aware the return was required to be filed electronically and filed a paper return which was marked received by the IRS on March 01, 2021. This was well before the May 17, 2021 deadline A letter from the IRS dated Oct 06, 2021, and postmarked Oct 19, 2021 was received that indicated the return was required to be filed electronically and returned the original return to us. That was the first indication there was a problem with the return as filed.The officers immediately contacted an accountant to provide the electronic filing for the return. Since the return was promptly completed and filed upon notice from the IRS, we ask that all penalties be waived due to reasonable cause.
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Elton Strange
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Secretary
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-11-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Davies Scottish Rite Education Trust
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0CO Kelso Lodge of Perfection
ReturnHeader/Filer/BusinessNameControlTxt0DAVI
ReturnHeader/Filer/EIN0916355276
ReturnHeader/Filer/PhoneNum03604252866
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 492
ReturnHeader/Filer/USAddress/CityNm0Kelso
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WA
ReturnHeader/Filer/USAddress/ZIPCd098626
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0911251006
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0DeFrancisco Lampitt & Brado PS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01424 14th Ave
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Longview
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd098632
ReturnHeader/PreparerPersonGrp/PhoneNum03604234520
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Anne DeFrancisco CPA
ReturnHeader/ReturnTs02021-11-09T15:25:28-08:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Elton
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Strange
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$126,802
Liabilities
$0
Net assets
$126,802
Revenue
$1,159
Expenses
$0
Net income
$1,159
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.05$0.00$1.05$0.13$0.13$0.26
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.31$0.00$1.31$0.05$0.04$0.01
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.30$0.00$1.30$0.08$0.04$0.03
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.27$0.00$1.27$0.08$0.09$0.00
2020Detailed filing. Detailed filing data is available for this year.$1.27$0.00$1.27$0.01$0.00$0.01
2019Summary only. Only limited summary data is available for this year.$1.26$0.00$0.07$0.04$0.03
2015Summary only. Only limited summary data is available for this year.$1.18$0.00$0.04$0.04$0.00
2014Summary only. Only limited summary data is available for this year.$1.28$0.00$0.06$0.00$0.06
2013Summary only. Only limited summary data is available for this year.$1.22$0.00$0.04$0.00$0.04
2012Summary only. Only limited summary data is available for this year.$1.19$0.00$0.04$0.00$0.04
2011Summary only. Only limited summary data is available for this year.$1.16$0.00$0.01$0.04$0.03