Civic Intelligence

Knights Templar Educational Fdn of the Gekt USA - Group Return

990 • Fiscal year 2018 • EIN 23-7040245

Jan 01, 2018 to Dec 31, 2018 • Filed on Nov 15, 2019

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

11th percentile

0.01x

Higher debt load relative to assets than 11% of similar nonprofits.

2018 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2018

Liabilities / Revenue

47th percentile

0.21x

Higher debt load relative to revenue than 47% of similar nonprofits.

2018 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2018

Net Margin

1st percentile

-612%

Higher net margin than 1% of similar nonprofits.

2018 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2018

Top Officer Pay

12th percentile

$6,000

Higher top officer pay than 12% of similar nonprofits.

Top officer pay equals 2.0% of source-year revenue.

2018 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2018

Asset Growth

4th percentile

-17%

Faster asset growth than 4% of similar nonprofits.

2018 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2017 to 2018

Revenue Growth

4th percentile

-55%

Faster revenue growth than 4% of similar nonprofits.

2018 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2017 to 2018

Assets

Down

$10,363,659

Down $2,115,788 (-17%) from 2017

Net Assets

Down

$10,302,778

Down $2,085,600 (-17%) from 2017

Liabilities

Down

$60,881

Down $30,188 (-33%) from 2017

Revenue

Down

$294,433

Down $366,061 (-55%) from 2017

Expenses

Up

$2,097,240

Up $1,649,347 (+368%) from 2017

Net Income

Down

-$1,802,807

Down $2,015,408 (-948%) from 2017

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

2018

Assets$10,363,659
Liabilities$60,881
Net Assets$10,302,778

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

2018

Revenue$294,433
Expenses$2,097,240
Net Income-$1,802,807
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Nov 15, 2019
Return Version
2018v3.1
Gross Receipts
$447,941
Mission and Program Overview

Mission

Awarding scholarships and grants and processing student loans.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$12,388,378$10,302,778▼ $2,085,600
Investments in Publicly Traded Securities$9,095,143$8,255,350▼ $839,793
Savings and Temporary Cash Investments$2,984,662$1,794,427▼ $1,190,235
Investments Program Related$181,475$183,067▲ $1,592
Cash and Non-Interest-Bearing Accounts$218,134$130,782▼ $87,352
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$12,479,447$10,363,659▼ $2,115,788
Liabilities
Other Liabilities$81,037$53,484▼ $27,553
Grants Payable$8,232$4,000▼ $4,232
Accounts Payable and Accrued Expenses$1,800$3,397▲ $1,597
Total Liabilities$91,069$60,881▼ $30,188
Net Assets / Fund Balance
Total Net Assets Fund Balance$12,388,378$10,302,778▼ $2,085,600
Total Liabilities and Net Assets / Fund Balance$12,479,447$10,363,659▼ $2,115,788
Compensation and Service Providers

Employees

NameTitleBaseTotal
Jerry M KirbyTX Secretary/treasurer$6,000$6,000
Doug M RowePa Secretary/treasurer$1,000$1,000

Board Members and Trustees

NameTitle
Ronald G AndressAl Chairman
George ColemanAr Chairman
John ZeapheyCo Chairman
William I MillerCt Chairman
Kenneth D FullerDc Chairman
Mark K ButtonDe Chairman
Clyde E GriffinGa Chairman
W Charles SmithsonIa Chairman
William J FarrisIl Chairman
Wayne H RollfKs Chairman
Carroll M CurtisKy Chairman
Robert a GoeweyMa Chairman
Jeffrey DisneyMd Chairman
Henry R CareyMe Chairman
Michael D HarringtonMi Chairman
Douglas PampMn Chairman
David C WitteMo Chairman
Jimmie L WindhamMs Chairman
Phil BlaisdellMt Chairman
Gary W BunnellNe Chairman
John BarnesNj Chairman
Thomas HultinNv Chairman
Ralph RosenthalNy Chairman
Richard L WeaverOh Chairman
Paul T CurrellOk Chairman
Courtland B Cb Brooks PgcOr Chairman
Larry HorathPa Chairman
Jack AkardTn Chairman
Tc DickersonVa Chairman
Russell J SloraVt Chairman
T Mark MickelsonWy Chairman
Charles OlsonWi President
Bobby B SimmonsGa Vice-chair
Lyle FarrellWi Vice President
Doyle R HatfieldGa Trustee
James B PhillipsGa Trustee
James E StevensGa Trustee
Alan HerringtonAl Member
Dean LiljaAl Member
Kenneth B BakerAl Member
Phillip J ShermanAl Member
Hiram O Williams JrAl Secretary/treasurer
Dick BrowningAr Grand Recorder
Michael WinninghamAr Member
Paul CraigAr Member
Ronald FrizzelAr Member
Walter C BarnhardtAr Member
Silas WilsonAr Secretary
Paul DoreAz Member
Paul HowellAz Member
Peter H Johnson JrAz Member
George WeilAz Secretary
Roy SnyderCo Member
CHARLES O'NEILLCt Member
Richard TravisCt Member
Stuart K DrostCt Member
William Ag MackeyCt Member
Vincent CowieCt Secretary
David BuffaloeDc Member
JOHN V O'HARADc Member
Gerald PeetersDc Secretary
Jay C BergstromDe Member
Michael P PizzolaDe Member
Peter J TyrellDe Member
Randall C MullenDe Member
Mark IrwinDe Secretary
David LauciusDe Treasurer
Wade SmithGa Secretary
Rusty HillIa Secretary
David GrindleId Secretary
Gary D HermannIl Member
Robert K CronkIl Member
H Wayne HoffmanIl Secretary/treasurer
Allan a JacksonKs Secretary
James KingKy Secretary
Donald S StevensMa Member
Geoffrey KromerMa Member
Theodore W BitomskiMa Member
Thomas a DawsonMa Member
Robert CorrMa Secretary
James FrockMd Member
Kris BrownMd Member
Thomas G HeimillerMd Member
Brian S MessingMe Member
Robert C HazeltonMe Member
Robert W FergusonMe Member
Alvin O McdonaldMe Secretary/treasurer
Loren WinnMi Secretary
Harland ThomesenMn Secretary/treasurer
Clifton W WoffordMo Member
Russell HansonMo Member
Donald L TrabueMo Secretary/treasurer
Floyd Thomas JonesMs Secretary
Roger CathelMt Secretary/treasurer
Dennis NewmanNe Secretary/treasurer
Robert L Sutherland JrNh Treasurer
E Eugene FricksNj Epc
William E SharpNj Repgc
Edward a Hesley SrNj Rephpgc
Dennis L StewartNj Secretary
Dion NewhouseNm Secretary/treasurer
Charles SteinerNv Member
James KelleyNv Member
Michel AurnagueNv Member
Ted BendureNv Member
Bill BarbieNv Treasurer
David LathersNy Member
David TaberNy Member
Robert RogersNy Member
Steven WingNy Secretary
John ClimeOh Member
Richard HolcombeOh Member
Robert HagerOh Member
Robert Thomas StarrOh 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
Dalvin HollowayOr Secretary/treasurer
Leslie J LoomisPa Member
Richard MeredithPa Member
Russell BakerPa Member
Victor K Crooks IiPa Member
Buddy Clark Leach IiTn Member
Ronald Anthony ScottTn Member
Joel T BundyVa Member
Thomas LewisVa Member
Warren W SchmidVa Member
Jay L CotnerVa Secretary/treasurer
Jonathan P ParkVt Member
Palmer E MartinVt Member
William Karstens IvVt Member
Bruce HowardVt Secretary
I Merle IversonWa Treasurer
David MahoneyWi Member
Kristoffer PillarWi Member
Charles F WimerWv Member
Charles R KraftWv Member
J Robert VanceWv Member
Justin R ThompsonWv Member
Paul O DavisWv Member
Paul BakerWv Secretary
Revenue and Support

Revenue Composition

Contributions and Grants
$12,259
Program Service Revenue
$1,732
Investment Income
$280,442
Other Revenue
$0
All Other Contributions
$12,259
Change in Net Assets
$-1,802,807
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$1,999,076
Other Expenses$89,417
Salaries, Compensation, and Employee Benefits$8,747
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$1,764,276--$1,764,276
Grants to Domestic Individuals$234,800--$234,800
Payments to Affiliates-$53,219-$53,219
Fees for Service Investment Mgmnt Fees-$19,590-$19,590
Current Officers, Directors, Trustees, and Key Employees-$8,149-$8,149
Office Expenses$3,012$3,012-$6,024
Occupancy-$2,600-$2,600
Fees for Services Accounting-$2,275-$2,275
Payroll Taxes$299$299-$598
Advertising$250$250-$500
Conferences and Meetings-$345-$345
Other Expenses$688$100-$100
Insurance-$75-$75
Total Functional Expenses$2,003,325$93,915$0$2,097,240
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Grand Lodge of NevadaReno, NVC10Scholarships$37,500
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$53,484
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, 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, iowa, kansas, maryland, massachusetts-rhode island, michigan, minnesota, mississippi, missouri, montana, nevada, new hampshire, new mexico, new york, north carolina, ohio, oklahoma, pennsylvania, 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
2019-11-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Lawrence E Tucker
Formed
1934
Voting Board Members
146
Independent Board Members
144
Employees
2
Volunteers
144

Preparer

Firm
Frierson Sola Simonton & Kutac Pllc
Address
801 TRAVIS ST STE 1900, HOUSTON, TX 77002-5730
Preparer
Ray Frierson Cpacfp
Phone
7136519250
Raw XML AppendixShowing 400 of 1,540 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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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