Civic Intelligence

Knights Templar Educational Fdn of the Gekt USA - Group Return

990 • Fiscal year 2020 • EIN 23-7040245

Jan 01, 2020 to Dec 31, 2020 • Filed on Nov 15, 2021

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

8th percentile

0.00x

Higher debt load relative to assets than 8% of similar nonprofits.

2020 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2020

Liabilities / Revenue

8th percentile

0.01x

Higher debt load relative to revenue than 8% of similar nonprofits.

2020 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2020

Net Margin

92nd percentile

53%

Higher net margin than 92% of similar nonprofits.

2020 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2020

Top Officer Pay

14th percentile

$1,000

Higher top officer pay than 14% of similar nonprofits.

Top officer pay equals 0.1% of source-year revenue.

2020 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2020

Asset Growth

71st percentile

17%

Faster asset growth than 71% of similar nonprofits.

2020 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2019 to 2020

Revenue Growth

86th percentile

38%

Faster revenue growth than 86% of similar nonprofits.

2020 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2019 to 2020

Assets

Up

$13,458,349

Up $1,961,336 (+17%) from 2019

Net Assets

Up

$13,439,186

Up $1,965,237 (+17%) from 2019

Liabilities

Down

$19,163

Down $3,901 (-17%) from 2019

Revenue

Up

$1,573,110

Up $434,296 (+38%) from 2019

Expenses

Up

$735,549

Up $346,378 (+89%) from 2019

Net Income

Up

$837,561

Up $87,918 (+12%) from 2019

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

2020

Assets$13,458,349
Liabilities$19,163
Net Assets$13,439,186

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

2020

Revenue$1,573,110
Expenses$735,549
Net Income$837,561
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 15, 2021
Return Version
2020v4.1
Gross Receipts
$1,731,622
Mission and Program Overview

Mission

Awarding scholarships and grants and processing student loans.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$11,473,949$13,439,186▲ $1,965,237
Investments in Publicly Traded Securities$9,210,369$10,824,759▲ $1,614,390
Savings and Temporary Cash Investments$1,968,242$2,401,571▲ $433,329
Investments Program Related$176,648$138,701▼ $37,947
Cash and Non-Interest-Bearing Accounts$141,754$93,318▼ $48,436
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$11,497,013$13,458,349▲ $1,961,336
Liabilities
Other Liabilities$23,064$19,163▼ $3,901
Total Liabilities$23,064$19,163▼ $3,901
Net Assets / Fund Balance
Total Net Assets Fund Balance$11,473,949$13,439,186▲ $1,965,237
Total Liabilities and Net Assets / Fund Balance$11,497,013$13,458,349▲ $1,961,336
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Douglas M RowePa Sec/treas-$1,000$1,000
William L MillerCt ChairmanPT$550$550
Richard C ColeNh Treasurer-$500$500

Board Members and Trustees

NameTitle
Ronald G AndressAl Chairman
M Eric HannahAz Chairman
Kenneth D FullerDc Chairman
Clyde E GriffinGa Chairman
W Charles SmithsonIa Chairman
Scott YoungId Chair
Allan a Jackson Grand RecoirderKs Chairman
Robert a Goewey IiiMa Chair
Tom HeimillerMd Chairman
Henry R CareyMe Chairman
Michael D Harrington ChairmanMi Chairman
Pamp DouglasMn Chairman
Todd SchultzeMo Chairman
David MartinezMt Chairman
Gary W BunnellNe Chairman
John D BarnesNj Chair
Thomas HultinNv Chairman/sec
David LathersNy Chairman
Brian LackeyOr Chairman
Hank StockhoffOr Chairman
Harry SmithPa Chairman
George E BauderSd Chairman
Bret Kevin ConwayTX Chairman
Douglas K BoardmanVt Chairman
Joseph W MccintyreWa Chairman
Charles M OlsonWi Chairman
J Robert VanceWv Chairman
T Mark MickelsonWy Chair
Bobby B SimmonsGa Vice Chairman
Doyle R HatfieldGa Trustee
James B PhillipsGa Trustee
James E StevensGa Trustee
Alan HerringtonAl Member
Phillip J ShermanAl Member
Sidney R Cooley SrAl Member
James C Mcgee Grand RecorderAl Secretary/treasurer
Chadwick BurksAz Member
Paul DoreAz Member
Richard BaskinAz Member
George Weil Grand RecorderAz Secretary
CHARLES D O'NEILLCt Member
Richard V TravisCt Member
Stuart K DrostCt Member
William Ag MackeyCt Member
Vincent Cowie Grand RecorderCt Secretary
David F BuffaloDc Member
JOHN V O'HARADc Member
Gerald PeetersDc Secretary/tres
Mark Irwin Division SecretaryDe Secretary
Mark BradleyGa Secretary
Rusty Hill Grand RecorderIa Secretary
Doral L McgeeId Member
Ed Bonham SrId Member
John WarnerId Member
Larry BitowId Member
David Grindle Grand RecorderId Secretary
Wayne H RollfKs Secretary
Donald S Stevens - Division RecordeMa Member
Geoffrey KromerMa Member
James R WeissMa Member
Richard W Van DorenMa Member
Bryan Lee RemleyMd Member
Kris Brown Grand RecorderMd Secretary/tres
Brian S Messing Pgc 2012Me Member
Robert C Hazelton Pgc 2010-11Me Member
Robert W Ferguson Hpgc 2015Me Member
Alvin O Mcdonald Pgc 92Me Sec/treas
Loren Winn Grand RecorderMi Sec
Harland L ThomesenMn Secretary
Russell Hanson Grand RecorderMo Member
Donald L TrabueMo Secretary/tres
Roger Cathel Grand RecorderMt Sec/treas
Dennis Newman Grand RecorderNe Sec/treas
Robert L Sutherland JrNh Secretary
E Eugene FricksNj Epc
Edward a Hesley JrNj Rehpgc
William E SharpNj Repgc
Dennis L StewartNj Sec
Charles SteinerNv Member
James Kelley PgcNv Member
Michel AurnagueNv Member
Ted P Bendure PgcNv Member
Billy J BarbieNv Treasurer
Sir Knight David HardyNy Member
Sir Knight Richard MioriNy Member
Sir Knight Robert N RogersNy Member
Steven Wing Grand RecorderNy Sec/tresa
Randy a WilliamsOh Member
Richard HolcombeOh Member
Richard L WeaverOh Sec./treas.
Alfred JohnsonOh Secretary
Perry McgillOr Member
Scott CameronOr Member
William FarrowOr Member
Dalvin HollawayOr Sec/treas
Leslie J LoomisPa Member
Richard B MeredithPa Member
Russell W BakerPa Member
Victor K Crooks IiPa Member
Douglas McfarlandSd Member
Jon GonsorSd Member
Richard a McbrideSd Member
John M LaughlinSd Secretary
Buddy Clark Leach IiiTn Committee Member
George Caleb Ladd IiiTn Committee Member
H K Jack AkardTn Secretary
Bob Wes CampbellTX Member
Buford John Young JrTX Member
Dwight Webster Phillips JrTX Member
Robert Arnold Foreman JrTX Member
Jerry Kirby Grand RecorderTX Sec
David H SchulerVt Member
E Lawrence Douglass JrVt Member
Jonathan P ParkVt Member
Pierr-denis LegerVt Member
Bruce Howard Grand RecorderVt Sec
Alexander J JordanWa Member
E Jeffrey CraigWa Member
Rabi K PeiferWa Member
Scott P SageserWa Member
I Merle IversonWa Sec/tres
Leroy KiferWi Sec/tres
Shawn P NobelWi VP
Clayton E Faber PcWv Member
Jim Horner PgcWv Member
Roger D Linger PgcWv Member
Tyler Perry EgwWv Member
F Paul Baker Grand RecorderWv Sec/treas
Ken BadgetWy Member
Tim ForbisWy Member
Revenue and Support

Revenue Composition

Contributions and Grants
$1,064,878
Program Service Revenue
$0
Investment Income
$508,232
Other Revenue
$0
All Other Contributions
$1,554
Change in Net Assets
$837,561
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$648,767
Other Expenses$86,782
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$390,817--$390,817
Grants to Domestic Individuals$257,950--$257,950
Fees for Service Investment Mgmnt Fees-$24,199-$24,199
Payments to Affiliates-$17,937-$17,937
Fees for Services Accounting-$6,045-$6,045
Office Expenses$1,615$1,615-$3,230
Occupancy-$2,500-$2,500
Conferences and Meetings-$258-$258
Other Expenses$346$82-$82
Insurance-$75-$75
Total Functional Expenses$650,728$84,821$0$735,549
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Knights Templar Education Foundation of the Gekt USABellaire, TXC3Scholarships$367,817
Grand Lodge of NevadaReno, NVC10Scholarships$13,000
Lodge of West VirginiaSpokane, WVC10Scholarships$10,000
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$19,163
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 35% controlled entity
No
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 kansas, kentucky, michigan, minnesota, montana, nebraska, new hampshire, new jersey, new york, 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 connecticut, minnesota, nebraska, 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, 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, vermont, west virginia, and wyoming. The following state divisions make their financial statements available to the public upon request: arizona, connecticut, delaware, district of columbia, georgia, idaho, iowa, kansas, maryland, massachusetts-rhode island, michigan, minnesota, missouri, montana, nevada, new hampshire, new york, ohio, 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
2021-11-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Lawrence E Tucker
Formed
1934
Voting Board Members
133
Independent Board Members
130
Employees
0
Volunteers
130

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 1,404 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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IRS990/BackupWthldComplianceInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0THE GRAND RECORDER
IRS990/BooksInCareOfDetail/PhoneNum07133498700
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IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt180

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