Civic Intelligence

Knights Templar Educational Fdn of the Gekt USA - Group Return

990 • Fiscal year 2016 • EIN 23-7040245

Jan 01, 2016 to Dec 31, 2016 • Filed on Jan 26, 2018

5909 West Loop South No 495Bellaire, TX 77401-2402

(713) 349-8700

Siviq Scores

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

Liabilities / Assets

10th percentile

0.01x

Higher debt load relative to assets than 10% of similar nonprofits.

2016 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2016

Liabilities / Revenue

34th percentile

0.13x

Higher debt load relative to revenue than 34% of similar nonprofits.

2016 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2016

Net Margin

77th percentile

16%

Higher net margin than 77% of similar nonprofits.

2016 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2016

Top Officer Pay

12th percentile

$3,600

Higher top officer pay than 12% of similar nonprofits.

Top officer pay equals 0.8% of source-year revenue.

2016 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2016

Asset Growth

60th percentile

4.3%

Faster asset growth than 60% of similar nonprofits.

2016 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2015 to 2016

Revenue Growth

89th percentile

44%

Faster revenue growth than 89% of similar nonprofits.

2016 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2015 to 2016

Assets

Up

$11,729,588

Up $482,490 (+4.3%) from 2015

Net Assets

Up

$11,670,509

Up $456,811 (+4.1%) from 2015

Liabilities

Up

$59,079

Up $25,679 (+77%) from 2015

Revenue

Up

$459,671

Up $140,486 (+44%) from 2015

Expenses

Up

$388,144

Up $59,680 (+18%) from 2015

Net Income

Up

$71,527

Up $80,806 (+871%) from 2015

Historical Trend

Balance Sheet Trend

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

$20M$15M$10M$5.0M$0Assets 2010: $9,859,362Liabilities 2010: $26,890Net Assets 2010: $9,832,4722010Assets 2011: $9,189,305Liabilities 2011: $90,646Net Assets 2011: $9,098,6592011Assets 2012: $10,329,716Liabilities 2012: $51,088Net Assets 2012: $10,278,6282012Assets 2013: $11,339,254Liabilities 2013: $28,269Net Assets 2013: $11,310,9852013Assets 2014: $11,418,002Liabilities 2014: $33,126Net Assets 2014: $11,384,8762014Assets 2015: $11,247,098Liabilities 2015: $33,400Net Assets 2015: $11,213,6982015Assets 2016: $11,729,588Liabilities 2016: $59,079Net Assets 2016: $11,670,5092016Assets 2017: $12,479,447Liabilities 2017: $91,069Net Assets 2017: $12,388,3782017Assets 2018: $10,363,659Liabilities 2018: $60,881Net Assets 2018: $10,302,7782018Assets 2019: $11,497,013Liabilities 2019: $23,064Net Assets 2019: $11,473,9492019Assets 2020: $13,458,349Liabilities 2020: $19,163Net Assets 2020: $13,439,1862020Assets 2021: $14,908,848Liabilities 2021: $28,313Net Assets 2021: $14,880,5352021Assets 2022: $13,218,715Liabilities 2022: $27,614Net Assets 2022: $13,191,1012022Assets 2023: $14,040,464Liabilities 2023: $21,536Net Assets 2023: $14,018,9282023Assets 2024: $16,047,364Liabilities 2024: $21,500Net Assets 2024: $16,025,8642024

Highlighted filing

2016

Assets$11,729,588
Liabilities$59,079
Net Assets$11,670,509

Operations Trend

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

$3.0M$2.0M$1.0M$0-$1.0M-$2.0MExpenses 2010: $588,4592010Expenses 2011: $348,4322011Expenses 2012: $318,9232012Revenue 2013: $590,249Expenses 2013: $311,177Net Income 2013: $279,0722013Revenue 2014: $453,085Expenses 2014: $427,514Net Income 2014: $25,5712014Revenue 2015: $319,185Expenses 2015: $328,464Net Income 2015: -$9,2792015Revenue 2016: $459,671Expenses 2016: $388,144Net Income 2016: $71,5272016Revenue 2017: $660,494Expenses 2017: $447,893Net Income 2017: $212,6012017Revenue 2018: $294,433Expenses 2018: $2,097,240Net Income 2018: -$1,802,8072018Revenue 2019: $1,138,814Expenses 2019: $389,171Net Income 2019: $749,6432019Revenue 2020: $1,573,110Expenses 2020: $735,549Net Income 2020: $837,5612020Revenue 2021: $765,882Expenses 2021: $368,617Net Income 2021: $397,2652021Revenue 2022: $200,003Expenses 2022: $528,192Net Income 2022: -$328,1892022Revenue 2023: $688,362Expenses 2023: $463,625Net Income 2023: $224,7372023Revenue 2024: $663,269Expenses 2024: $654,233Net Income 2024: $9,0362024

Highlighted filing

2016

Revenue$459,671
Expenses$388,144
Net Income$71,527
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Jan 26, 2018
Return Version
2016v3.0
Gross Receipts
$459,671
Mission and Program Overview

Mission

Awarding scholarships and grants and processing student loans.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$11,213,698$11,670,509▲ $456,811
Investments in Publicly Traded Securities$9,210,076$8,823,344▼ $386,732
Savings and Temporary Cash Investments$1,613,453$2,521,726▲ $908,273
Cash and Non-Interest-Bearing Accounts$245,809$203,973▼ $41,836
Investments Program Related$88,226$180,512▲ $92,286
Investments Other Securities$89,101$0▼ $89,101
Land, Buildings, and Equipment, Net$400$0▼ $400
Accounts Receivable$33$33→ $0
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$11,247,098$11,729,588▲ $482,490
Liabilities
Other Liabilities$22,136$57,279▲ $35,143
Grants Payable$9,464$0▼ $9,464
Accounts Payable and Accrued Expenses$1,800$1,800→ $0
Total Liabilities$33,400$59,079▲ $25,679
Net Assets / Fund Balance
Total Net Assets Fund Balance$11,213,698$11,670,509▲ $456,811
Total Liabilities and Net Assets / Fund Balance$11,247,098$11,729,588▲ $482,490
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Loren WinnMi Secretary/treasurerPT$3,600$3,600
Kenneth HopeCA Secretary-$2,000$2,000
Doug M RowePa Secretary/treasurer-$1,000$1,000

Board Members and Trustees

NameTitle
Walter C BarnhardtAk Chairman
Ronald G AndressAl Chairman
Peter H Johnson JrAz Chairman
John ZeapheyCo Chairman
William L Miller IiCt Chairman
Kenneth D FullerDc Chairman
James FergusonDe Chairman
Clyde E GriffinGa Chairman
W Charles SmithsonIa Chairman
John W ZellerId Chairman
Gary HermannIl Chairman
George a InglesIn Chairman
Eldon E LeitzelKs Chairman
G Michael MillerKy Chair
Howard Entwistle JrLa Chairman
Andrew C ManinosMa Chairman
Michael HarringtonMi Chairman
Henry R CareyMn Chairman
David C WitteMo Chairman
Jimmie L WindhamMs Chairman
Phil BlaisdellMt Chairman
Gary W BunnellNe Chairman
Paul M LearyNh Chairman
John BarnesNj Chairman
Thomas HultinNv Chairman
Ralph RosenthalNy Chairman
Richard L WeaverOh Chairman
Paul T CurrellOk Chairman
Courtland B Cb BrooksOr Chairman
Larry HorathPa Chair
John R MarcucciSc Chairman
George BauderSd Chairman
Jack AckardTn Chairman
Dwight W PhillipsTX Chairman
Tc DickersonVa Chairman
Russell J SloraVt Chairman
Joseph McintyreWa Chairman
Kenneth a BalesWi Chairman
Paul BakerWv Chairman
T Mark MickelsonWy Chairman
Bobby B SimmonsGa Vice-chair
Francis Skip Smith JrTX Vice-chair
James B PhillipsGa Trustee
James E StevensGa Trustee
Timothy M Taylor SrGa Trustee
James L DoveIn Trustee
James M BertchIn Trustee
Bill BarbieNv Trustee
Charles SteinerNv Trustee
James KellyNv Trustee
Ted BendureNv Trustee
David LathersNy Exec Director
Ronald BrownNy Trustee
Perry B AndersonSd Trustee
Sean J SmithSd Trustee
Stephen ButterfieldSd Trustee
George CoffmanAk Secretary/treasurer
Hiram O Williams JrAl Grand Recorder
Kenneth B BakerAl Member
Paul R DrinkardAl Member
Phillip J ShermanAl Member
Darius McclintockAz Member
Darrell MandrellAz Member
Paul BurnsAz Member
Russell SayreAz Member
George WeilAz Secretary/treasurer
Elmer B CurtisCA Chaiman
David J KussmanCA Member
Gary MillerCA Member
Myron TisdelCA Member
Thomas ThomasCA Member
William D RobertsonCA Member
Steven HubbardCo Grand Treasurer
H Jack WardCo Member
Robert ApplegateCo Secretary
CHARLES O'NEILLCt Member
Richard TravisCt Member
Stuart K DrostCt Member
William Ag MackeyCt Member
Vincent CowieCt Secretary/treasurer
David F BuffaloDc Member
JOHN V O'HARAJOHN DAVID F BUFFALODc Member
Gerald W PetersDc Secretary/treasurer
Mark IrwinDe Secretary
Wade SmithGa Secretary/treasurer
George HarrisonIa Member
Jason WolcottIa Member
Ken AndersonIa Member
Michael MillerIa Member
Rusty HillIa Secretary/treasurer
Arthur EasleyId Member
Jay a LeonardId Member
David GrindleId Secretary
H Wayne HoffmanIl Secretary/treasurer
Larry W BrownIn Secretary
Cindy ReedKs Secretary/treasurer
Jack P HodgesKy Member
James ReichertKy Member
Raleigh C FosterKy Member
Randall PartonKy Member
James KingKy Secretary/treasurer
Beverly GuilotLa Member
Frank Detreil JrLa Member
Jules WebbLa Member
Travis HolleyLa Member
Robert DurhamLa Secretary
Charles R AustinMa Member
Edwin FielderMa Member
Frank G HoldMa Member
Geoffrey KromerMa Member
Kenneth G SallaleMa Member
Robert Goewey IiiMa Member
Richard EsancyMa Treasurer
Richard P NaegeleMd Member
Spyridon TreklasMd Member
Thomas G HeimillerMd Secretary/treasurer
Floyd Thomas JonesMi Secretary
Brian S MessingMn Member
John R Helcl IiMn Member
Robert C HazeltonMn Member
Robert W FergusonMn Member
Alvin O McdonaldMn Secretary/treasurer
Harland ThomesenMn Secretary/treasurer
Russell HansonMo Secretary/treasurer
Danny O AlexanderMs Member
James M WardMs Member
William JsmithMs Member
Alan FrohbergMt Member
David MartinezMt Member
Gary EllestadMt Member
Jeff BolstadMt Member
Lewie FletcherMt Member
Roger CathelMt Secretary/treasurer
D Allen SurrattNc Secretary/treasurer
Bruce T AndersonNe Secretary/treasurer
Glen GordonNh Member
Paul SmithNh Member
William CurtisNh Member
Scott AyenNh Secretary
Robert L Sutherland JrNh Treasurer
E Eugene FricksNj Member
Edward a Hesley SrNj Member
Richard Robins SrNj Member
William E SharpNj Member
Dennis L StewartNj Secretary/treasurer
Dennis DetrowNm Member
Michel AurnagueNv Secretary/treasurer
David HardyNy Member
David TaberNy Member
Yves EtienneNy Member
Steven WingNy Secretary/treasurer
John ClimeOh Member
Richard HolcombeOh Member
Alfred T JohnsonOh Secretary
Andrew B PalmerOk Member
Eldon W Burns JrOk Member
Robert RolsethOk Member
Timothy P IsraelOk Member
Gary a DavisOk Secretary/treasurer
Fred a ButcherOr Member
Mark De Rohan BarondesOr Member
Richard E SurrozOr Member
Robert M RichmondOr Member
Dalvin HollowayOr Secretary/treasurer
Glenn B ShunkPa Member
Patrick ConnorPa Member
Richard MeredithPa Member
Russell BakerPa Member
Gary B JolleySc Secretary/treasurer
Douglas McfarlandSd Member
Richard McbrideSd Member
John LaughlinSd Secretary
Giles Martin CarterTn Member
L Alvin Hill JrTn Member
Gary AdamsTX Member
Ted D HennisTX Member
Bret K ConwayTX Secretary
Jerry N KirbyTX Treasurer
Thomas LewisVa Member
Warren W SchmidVa Member
Jay L CotnerVa Secretary
Jonathan P ParkVt Member
Palmer E MartinVt Member
William Karstens IvVt Member
Bruce HowardVt Secretary/treasurer
Alexander JordanWa Member
Merle IversonWa Member
Michael PurseyWa Member
Peter DawsonWa Member
Rabi PeiferWa Member
Warren LeeWa Member
Steven GuffyWa Secretary/treasurer
Charles M OlsonWi Member
David D MahoneyWi Member
James O MyrhumWi Member
Shawn P NobleWi Member
Brian HudyWi Secretary/treasurer
James ColemanWv Secretary/treasurer
Kenneth BadgettWy Member
Tim ForbisWy Member
Revenue and Support

Revenue Composition

Contributions and Grants
$95,496
Program Service Revenue
$1,596
Investment Income
$362,579
Other Revenue
$0
All Other Contributions
$90,714
Change in Net Assets
$71,527
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$256,382
Other Expenses$124,336
Salaries, Compensation, and Employee Benefits$7,426
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$241,382--$241,382
Payments to Affiliates-$67,554-$67,554
Grants to Domestic Orgs$15,000--$15,000
Office Expenses$6,066$6,066-$12,132
Fees for Service Investment Mgmnt Fees-$11,494-$11,494
Current Officers, Directors, Trustees, and Key Employees-$7,150-$7,150
Fees for Services Accounting-$4,878-$4,878
Occupancy-$2,600-$2,600
Advertising$500$500-$1,000
Insurance-$575-$575
Payroll Taxes$138$138-$276
Conferences and Meetings-$247-$247
Other Expenses$373$100-$100
Information Technology$3$3-$6
Total Functional Expenses$284,304$103,840$0$388,144
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Grand Lodge of NevadaReno, NVC10Scholarships$15,000
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Payable to Affiliate$57,279
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
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 members elect all the officers for the organization.

Form 990, Part VI, Section A, Line 8A

Documentation by governing body explanation: the divisions of arkansas, kansas, kentucky, michigan, minnesota, montana, nebraska, new hampshire, new jersey, new york, north carolina, south carolina, and wisconsin did not document the meetings held or actions undertaken during the year. All other state divisions keep minutes of meetings held by the governing body.

Form 990, Part VI, Section A, Line 8B

Documentation by each committee with authority explanation: the divisions of arkansas, connecticut, illinois, minnesota, nebraska, north carolina, wisconsin and wyoming did not document the meetings held or actions undertaken during the year. All other state divisions keep minutes of meetings held by each committee with authority.

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

Organization's process to review form 990: the form 990 is given to the grand encampment committee for review. The grand recorder approves the form 990 before it is filed.

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

Enforcement of conflicts policy - the organization has a written conflict of interest policy that requires officers and directors to annually disclose an interest that could give rise to conflicts. If an actual or potential conflict of interest occurs, the affected individual must describe the interest promptly and fully to the members of the governing board. Involvement in any affairs in which an individual has a conflict of interest is prohibited. The governing board regularly monitors and enforces compliance with this policy. The following state divisions have a written conflict of interest policy: alabama, idaho, illinois, michigan, south dakota, vermont and wisconsin. The remaining state divisions do not have a written conflict of interest policy.

Form 990, Part VI, Section C, Line 19

Governing documents disclosure explanation: the following state divisions make their bylaws, conflict of interest policy, and financial statements available to the public upon request: alabama and wisconsin. The following state divisions make their bylaws and financial statements available to the public upon request: maine, nebraska, new jersey, south carolina, vermont, west virginia, and wyoming. The following state divisions make their financial statements available to the public upon request: arizona, arkansas, california, colorado, connecticut, delaware, district of columbia, georgia, idaho, illinois, indiana, iowa, kansas, louisiana, maryland, massachusetts-rhode island, michigan, minnesota, mississippi, missouri, montana, nevada, new hampshire, new mexico, new york, north carolina, ohio, oklahoma, pennsylvania, south dakota, tennessee, texas, virginia and washington. The following state divisions do not make their bylaws, conflict of interest policy, and financial statements available to the public: kentucky and oregon.

Filing and Contact Details

Filer

Filer Name
Knights Templar Educational Fdn
EIN
23-7040245
Phone
7133498700
Address
5909 WEST LOOP SOUTH NO 495, BELLAIRE, TX 77401-2402

Signing Officer

Name
Lawrence E Tucker
Title
Grand Recorder
Phone
7133498700
Signed
2018-01-26
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Lawrence E Tucker
Formed
1934
Voting Board Members
203
Independent Board Members
200
Employees
2
Volunteers
199

Preparer

Firm
Frierson Sola Simonton & Kutac Pllc
Address
801 TRAVIS ST STE 1900, HOUSTON, TX 77002-5730
Preparer
Ray Frierson Cpacfp
Phone
7136519250
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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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Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$16.0$0.02$16.0$0.66$0.65$0.01
2023Detailed filing. Detailed filing data is available for this year.$14.0$0.02$14.0$0.69$0.46$0.22
2022Detailed filing. Detailed filing data is available for this year.$13.2$0.03$13.2$0.20$0.53$0.33
2021Detailed filing. Detailed filing data is available for this year.$14.9$0.03$14.9$0.77$0.37$0.40
2020Detailed filing. Detailed filing data is available for this year.$13.5$0.02$13.4$1.57$0.74$0.84
2019Detailed filing. Detailed filing data is available for this year.$11.5$0.02$11.5$1.14$0.39$0.75
2018Detailed filing. Detailed filing data is available for this year.$10.4$0.06$10.3$0.29$2.10$1.80
2017Detailed filing. Detailed filing data is available for this year.$12.5$0.09$12.4$0.66$0.45$0.21
2016Detailed filing. Detailed filing data is available for this year.$11.7$0.06$11.7$0.46$0.39$0.07
2015Detailed filing. Detailed filing data is available for this year.$11.2$0.03$11.2$0.32$0.33$0.01
2014Detailed filing. Detailed filing data is available for this year.$11.4$0.03$11.4$0.45$0.43$0.03
2013Detailed filing. Detailed filing data is available for this year.$11.3$0.03$11.3$0.59$0.31$0.28
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$10.3$0.05$10.3$0.32
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$9.19$0.09$9.10$0.35
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$9.86$0.03$9.83$0.59