Civic Intelligence

Davies Scottish Rite Educational Trust 18-754900

990PF • Fiscal year 2021 • EIN 91-6355276

Jan 01, 2021 to Dec 31, 2021 • Filed on May 09, 2022

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.

2021 filings • <$500k nonprofits • Source year 2021

Liabilities / Revenue

57th percentile

0.00x

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

2021 filings • <$500k nonprofits • Source year 2021

Net Margin

33rd percentile

-2.6%

Higher net margin than 33% of similar nonprofits.

2021 filings • <$500k nonprofits • Source year 2021

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.

2021 filings • <$500k nonprofits • Source year 2021

Asset Growth

40th percentile

-0.2%

Faster asset growth than 40% of similar nonprofits.

2021 filings • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

97th percentile

624%

Faster revenue growth than 97% of similar nonprofits.

2021 filings • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets57th percentile

Assets

Down

$126,586

Down $216 (-0.2%) from 2020

Net Assets

Down

$126,586

Down $216 (-0.2%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin33rd percentile

Revenue

Up

$8,395

Up $7,236 (+624%) from 2020

Expenses

Up

$8,611

Up $8,611 from 2020

Net Income

Down

-$216

Down $1,375 (-119%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth40th 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

2021

Assets$126,586
Liabilities$0
Net Assets$126,586
Open 2021 Filing

Operations Trend

Revenue Growth97th 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

2021

Revenue$8,395
Expenses$8,611
Net Income-$216
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
May 9, 2022
Return Version
2021v4.0
Compensation and Service Providers
Top Officer Pay78th 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
2022-05-09
Discuss with paid preparer
Yes

Preparer

Firm
DeFrancisco Lampitt & Brado PS
Address
1424 14th Ave, Longview, WA 98632
Preparer
Anne DeFrancisco CPA
Phone
3604234520
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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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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt02091
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt06229
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt06121
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt08320
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt04030
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt06229
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt016
TaxesSchedule/TaxesDetail/Amt016
TaxesSchedule/TaxesDetail/CategoryTxt0Excise Tax
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt016
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Elton Strange
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Secretary
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-05-09
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/ReturnTs02022-05-09T09:40:31-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Elton
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Strange
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$126,586
Liabilities
$0
Net assets
$126,586
Revenue
$8,395
Expenses
$8,611
Net income
-$216
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
2021Detailed filing. Detailed filing data is available for this year.$1.27$0.00$1.27$0.08$0.09$0.00
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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