Civic Intelligence

New York State Scottish Rite Charities Inc

990 • Fiscal year 2017 • EIN 23-7021278

Jul 01, 2016 to Jun 30, 2017 • Filed on Oct 11, 2017

811 Ayrault RoadFairport, NY 14450

(585) 425-0033

Siviq Scores

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

Liabilities / Assets

48th percentile

0.01x

Higher debt load relative to assets than 48% of similar nonprofits.

2017 filings • NTEE X • $500k-$1M nonprofits • Source year 2017

Liabilities / Revenue

70th percentile

0.09x

Higher debt load relative to revenue than 70% of similar nonprofits.

2017 filings • NTEE X • $500k-$1M nonprofits • Source year 2017

Net Margin

93rd percentile

67%

Higher net margin than 93% of similar nonprofits.

2017 filings • NTEE X • $500k-$1M nonprofits • Source year 2017

Top Officer Pay

54th percentile

$0

Higher top officer pay than 54% of similar nonprofits.

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

2017 filings • NTEE X • $500k-$1M nonprofits • Source year 2017

Asset Growth

66th percentile

11%

Faster asset growth than 66% of similar nonprofits.

2017 filings • NTEE X • $500k-$1M nonprofits • Annualized from 2016 to 2017

Revenue Growth

99th percentile

3175%

Faster revenue growth than 99% of similar nonprofits.

2017 filings • NTEE X • $500k-$1M nonprofits • Annualized from 2016 to 2017

Assets

Up

$904,225

Up $49,848 (+5.8%) from 2015

Net Assets

Up

$892,475

Up $51,848 (+6.2%) from 2015

Liabilities

Down

$11,750

Down $2,000 (-15%) from 2015

Revenue

Up

$137,197

Up $94,398 (+221%) from 2015

Expenses

Up

$45,538

Up $1,383 (+3.1%) from 2015

Net Income

Up

$91,659

Up $93,015 (+6860%) 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 2011: $686,817Liabilities 2011: $0Net Assets 2011: $686,8172011Assets 2012: $652,651Liabilities 2012: $14,000Net Assets 2012: $638,6512012Assets 2013: $734,878Liabilities 2013: $13,000Net Assets 2013: $721,8782013Assets 2014: $854,983Liabilities 2014: $13,000Net Assets 2014: $841,9832014Assets 2015: $854,377Liabilities 2015: $13,750Net Assets 2015: $840,6272015Assets 2017: $904,225Liabilities 2017: $11,750Net Assets 2017: $892,4752017Assets 2018: $985,940Liabilities 2018: $32,000Net Assets 2018: $953,9402018Assets 2019: $989,515Liabilities 2019: $0Net Assets 2019: $989,5152019Assets 2020: $1,031,398Liabilities 2020: $0Net Assets 2020: $1,031,3982020Assets 2021: $1,306,386Liabilities 2021: $0Net Assets 2021: $1,306,3862021Assets 2022: $1,005,623Liabilities 2022: $0Net Assets 2022: $1,005,6232022Assets 2023: $1,059,465Liabilities 2023: $0Net Assets 2023: $1,059,4652023Assets 2025: $1,253,036Liabilities 2025: $0Net Assets 2025: $1,253,0362025

Highlighted filing

2017

Assets$904,225
Liabilities$11,750
Net Assets$892,475

Operations Trend

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

$200K$100K$0-$100KExpenses 2011: $37,4652011Expenses 2012: $45,5852012Expenses 2013: $39,0952013Revenue 2014: $159,380Expenses 2014: $39,275Net Income 2014: $120,1052014Revenue 2015: $42,799Expenses 2015: $44,155Net Income 2015: -$1,3562015Revenue 2017: $137,197Expenses 2017: $45,538Net Income 2017: $91,6592017Revenue 2018: $62,247Expenses 2018: $65,185Net Income 2018: -$2,9382018Revenue 2019: $67,581Expenses 2019: $51,805Net Income 2019: $15,7762019Revenue 2020: $53,285Expenses 2020: $22,702Net Income 2020: $30,5832020Revenue 2021: $56,885Expenses 2021: $92,050Net Income 2021: -$35,1652021Revenue 2022: $132,339Expenses 2022: $82,201Net Income 2022: $50,1382022Revenue 2023: $48,356Expenses 2023: $101,961Net Income 2023: -$53,6052023Revenue 2025: $86,534Expenses 2025: $81,167Net Income 2025: $5,3672025

Highlighted filing

2017

Revenue$137,197
Expenses$45,538
Net Income$91,659
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Oct 11, 2017
Return Version
2016v3.0
Gross Receipts
$178,355
Mission and Program Overview

Mission

The organization's mission is to receive, manage, and disburse charitable funds in support of the charities of the new york state council of deliberation, ancient accepted scottish rite, northern masonic jurisdiction.

The organizaiton's purpose is to support masonic orgainzations and masonic charities through grants to masonic youth groups in new york.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$800,816$892,475▲ $91,659
Investments in Publicly Traded Securities$794,073$887,045▲ $92,972
Savings and Temporary Cash Investments$20,492$17,180▼ $3,312
Cash and Non-Interest-Bearing Accounts$1--
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$814,566$904,225▲ $89,659
Other Assets Total$0$0→ $0
Liabilities
Grants Payable$13,750$11,750▼ $2,000
Total Liabilities$13,750$11,750▼ $2,000
Net Assets / Fund Balance
Total Net Assets Fund Balance$800,816$892,475▲ $91,659
Total Liabilities and Net Assets / Fund Balance$814,566$904,225▲ $89,659
Compensation and Service Providers

Board Members and Trustees

Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$40,582
Other Revenue
$96,615
Change in Net Assets
$91,659
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$45,538
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
Other Expenses$12,750--$12,750
Fees for Services Legal-$2,320-$2,320
Office Expenses-$468-$468
Total Functional Expenses$42,750$2,788$0$45,538
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
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
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 A, line 7A

The organization meets every year to elect officers and directors.

Form 990, Part VI, Section B, line 11B

A review was conducted by the governing body prior to filing.

Form 990, Part VI, Section B, line 12C

Each director, officer or member of a committee with Board of Directors? delegated powers shall annually sign a statement which affirms they: received a copy of the conflicts of interest policy, read and understand the policy, and agree to comply with the policy. If the Board of Directors believes a director, officer, or member of a committee has failed to disclose possible conflicts of interest, it shall inform the director, officer, or member of the committee and afford the director, officer, or member of the committee an opportunity to explain the alleged failure to disclose. If, after hearing the director, officer, or member of a committee response and after further investigation, the Board of Directors determines the director, officer, or member of a committee has failed to disclose a possible conflict of interest, it shall take appropriate disciplinary and corrective action.

Form 990, Part VI, Section C, line 19

The organization makes its governing documents and financial statements available to the public upon request.

Form 990, Part VII Contact Addresses for Officers, Directors, Etc

Charles p uhle - 71 arthursburg road, lagrangeville, ny 12540-5932. Richard c mills - 333 easy street, catskill, ny 12414-5938. Lynwood j bennerson - 4955 tinderbox circle, manilus, ny 13104-2132. Gary s hartman - 3285 e genesee street, syracuse, ny 13214-2016. Peter j vanelzakker - 811 ayrault road,suite 3, fairport, ny 14450-8964. Nazmi mete talimcioglu - 1000 central avenue, apt 13a, westfield, nj 07090-5603. Stenrick b adams - 963 troy avenue, brooklyn, ny 11203-4117. Franklin g gaskill - 5135 old goodrich road, clarence, ny 14031-2407. Richard j kessler - 62 woodcrest blvd, buffalo, ny 14223-1317.

Filing and Contact Details

Filer

Filer Name
New York State Scottish Rite
EIN
23-7021278
Phone
5854250033
Address
811 AYRAULT ROAD, FAIRPORT, NY 14450

Signing Officer

Name
Jack Van Elzakker
Title
Secretary
Phone
5854250033
Signed
2017-10-11
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jack Van Elzakker
Formed
1953
Legal Domicile
Ny
Voting Board Members
12
Independent Board Members
12
Employees
0
Volunteers
0

Preparer

Firm
SCHUNK WILSON & COMPANY CPA'S PC
Address
701 SENECA STREET SUITE 604, BUFFALO, NY 14210-1351
Preparer
Terry R ElbersonCPA
Phone
7168394900
Raw XML Appendix344 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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION MEETS EVERY YEAR TO ELECT OFFICERS AND DIRECTORS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1A REVIEW WAS CONDUCTED BY THE GOVERNING BODY PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Each director, officer or member of a committee with Board of Directors? delegated powers shall annually sign a statement which affirms they: received a copy of the conflicts of interest policy, read and understand the policy, and agree to comply with the policy. If the Board of Directors believes a director, officer, or member of a committee has failed to disclose possible conflicts of interest, it shall inform the director, officer, or member of the committee and afford the director, officer, or member of the committee an opportunity to explain the alleged failure to disclose. If, after hearing the director, officer, or member of a committee response and after further investigation, the Board of Directors determines the director, officer, or member of a committee has failed to disclose a possible conflict of interest, it shall take appropriate disciplinary and corrective action.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4CHARLES P UHLE - 71 ARTHURSBURG ROAD, LAGRANGEVILLE, NY 12540-5932. RICHARD C MILLS - 333 EASY STREET, CATSKILL, NY 12414-5938. LYNWOOD J BENNERSON - 4955 TINDERBOX CIRCLE, MANILUS, NY 13104-2132. GARY S HARTMAN - 3285 E GENESEE STREET, SYRACUSE, NY 13214-2016. PETER J VANELZAKKER - 811 AYRAULT ROAD,SUITE 3, FAIRPORT, NY 14450-8964. NAZMI METE TALIMCIOGLU - 1000 CENTRAL AVENUE, APT 13A, WESTFIELD, NJ 07090-5603. STENRICK B ADAMS - 963 TROY AVENUE, BROOKLYN, NY 11203-4117. FRANKLIN G GASKILL - 5135 OLD GOODRICH ROAD, CLARENCE, NY 14031-2407. RICHARD J KESSLER - 62 WOODCREST BLVD, BUFFALO, NY 14223-1317.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section A, line 7a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section B, line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section B, line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Section C, line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part VII Contact Addresses for Officers, Directors, Etc
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0814566
IRS990/TotalAssetsEOYAmt0904225
IRS990/TotalAssetsGrp/BOYAmt0814566
IRS990/TotalAssetsGrp/EOYAmt0904225
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt02788
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt042750
IRS990/TotalFunctionalExpensesGrp/TotalAmt045538
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt013750
IRS990/TotalLiabilitiesEOYAmt011750
IRS990/TotalLiabilitiesGrp/BOYAmt013750
IRS990/TotalLiabilitiesGrp/EOYAmt011750
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0800816
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0892475
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt042750
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt0137197
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0137197
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0814566
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0904225
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0811 AYRAULT ROAD SUITE 3
IRS990/USAddress/CityNm0FAIRPORT
IRS990/USAddress/StateAbbreviationCd0NY
IRS990/USAddress/ZIPCd014450
IRS990/VotingMembersGoverningBodyCnt012
IRS990/VotingMembersIndependentCnt012
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JACK VAN ELZAKKER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SECRETARY
ReturnHeader/BusinessOfficerGrp/PhoneNum05854250033
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-10-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0NEW YORK STATE SCOTTISH RITE
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0CHARITIES INC
ReturnHeader/Filer/BusinessNameControlTxt0NEWY
ReturnHeader/Filer/EIN0237021278
ReturnHeader/Filer/PhoneNum05854250033
ReturnHeader/Filer/USAddress/AddressLine1Txt0811 AYRAULT ROAD
ReturnHeader/Filer/USAddress/CityNm0FAIRPORT
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd014450
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0DA39A3EE5E6B4B0D3255BFEF95601890AFD80709
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0435FD61A9714298CE9347AA6C40FAE48D67FA0AE
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt064.196.176.170
ReturnHeader/FilingSecurityInformation/IPDt02017-10-11
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ED
ReturnHeader/FilingSecurityInformation/IPTm015:05:23
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0161187337
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SCHUNK WILSON & COMPANY CPA'S PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0701 SENECA STREET SUITE 604
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BUFFALO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0142101351
ReturnHeader/PreparerPersonGrp/PhoneNum07168394900
ReturnHeader/PreparerPersonGrp/PreparationDt02017-10-11
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Terry R ElbersonCPA
ReturnHeader/ReturnTs02017-10-24T12:21:39-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.25$0.00$1.25$0.09$0.08$0.01
2023Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.06$0.00$1.06$0.05$0.10$0.05
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.01$0.00$1.01$0.13$0.08$0.05
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.31$0.00$1.31$0.06$0.09$0.04
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.03$0.00$1.03$0.05$0.02$0.03
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.99$0.00$0.99$0.07$0.05$0.02
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.99$0.03$0.95$0.06$0.07$0.00
2017Detailed filing. Detailed filing data is available for this year.$0.90$0.01$0.89$0.14$0.05$0.09
2015Detailed filing. Detailed filing data is available for this year.$0.85$0.01$0.84$0.04$0.04$0.00
2014Detailed filing. Detailed filing data is available for this year.$0.85$0.01$0.84$0.16$0.04$0.12
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.73$0.01$0.72$0.04
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.65$0.01$0.64$0.05
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.69$0.00$0.69$0.04