Civic Intelligence

South Bend Scottish Rite Benevolent Trust

EIN 35-6034414 • 501(c)3 • South Bend, IN

Pub. 78 Eligible

Profile

To make grants to exempt organizations

PO Box 1602South Bend, IN 46634

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

59th percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2022

Liabilities / Revenue

61st percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2022

Net Margin

16th percentile

-40%

Higher net margin than 16% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2022

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

49th percentile

-2.2%

Faster asset growth than 49% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

42nd percentile

-7.8%

Faster revenue growth than 42% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets59th percentile

Assets

Up

$561,464

Up $89,010 (+19%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$561,464

Up $89,010 (+19%) from 2023

Operations
Liabilities / Revenue61st percentileNet Margin16th percentile

Revenue

Up

$126,015

Up $100,940 (+403%) from 2023

Expenses

Down

$37,005

Down $1,178 (-3.1%) from 2023

Net Income

Up

$89,010

Up $102,118 (+779%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth49th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$600K$400K$200K$0Assets 2018: $498,119Liabilities 2018: $0Net Assets 2018: $498,1192018Assets 2019: $502,847Liabilities 2019: $0Net Assets 2019: $502,8472019Assets 2020: $501,178Liabilities 2020: $0Net Assets 2020: $501,1782020Assets 2021: $496,525Liabilities 2021: $0Net Assets 2021: $496,5252021Assets 2022: $485,559Liabilities 2022: $0Net Assets 2022: $485,5592022Assets 2023: $472,454Liabilities 2023: $0Net Assets 2023: $472,4542023Assets 2024: $561,464Liabilities 2024: $0Net Assets 2024: $561,4642024

Highlighted filing

2024

Assets$561,464
Liabilities$0
Net Assets$561,464
Open 2024 Filing

Operations Trend

Revenue Growth42nd percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$150K$100K$50K$0-$50KRevenue 2018: $47,634Expenses 2018: $42,742Net Income 2018: $4,8922018Revenue 2019: $45,962Expenses 2019: $41,234Net Income 2019: $4,7282019Revenue 2020: $17,327Expenses 2020: $18,996Net Income 2020: -$1,6692020Revenue 2021: $30,154Expenses 2021: $34,895Net Income 2021: -$4,7412021Revenue 2022: $27,799Expenses 2022: $38,791Net Income 2022: -$10,9922022Revenue 2023: $25,075Expenses 2023: $38,183Net Income 2023: -$13,1082023Revenue 2024: $126,015Expenses 2024: $37,005Net Income 2024: $89,0102024

Highlighted filing

2024

Revenue$126,015
Expenses$37,005
Net Income$89,010
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$561,464
Liabilities
$0
Net assets
$561,464
Revenue
$126,015
Expenses
$37,005
Net income
$89,010
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$5.61$0.00$5.61$1.26$0.37$0.89
2023Detailed filing. Detailed filing data is available for this year.$4.72$0.00$4.72$0.25$0.38$0.13
2022Detailed filing. Detailed filing data is available for this year.$4.86$0.00$4.86$0.28$0.39$0.11
2021Detailed filing. Detailed filing data is available for this year.$4.97$0.00$4.97$0.30$0.35$0.05
2020Detailed filing. Detailed filing data is available for this year.$5.01$0.00$5.01$0.17$0.19$0.02
2019Detailed filing. Detailed filing data is available for this year.$5.03$0.00$5.03$0.46$0.41$0.05
2018Detailed filing. Detailed filing data is available for this year.$4.98$0.00$4.98$0.48$0.43$0.05
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Apr 29, 2025
Return Version
2024v5.1
Gross Receipts
$188,183
Mission and Program Overview

Mission

To make grants to exempt organizations

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$472,454$561,464▲ $89,010
Investments in Publicly Traded Securities$455,208$538,098▲ $82,890
Cash and Non-Interest-Bearing Accounts$17,246$23,366▲ $6,120
Total Assets$472,454$561,464▲ $89,010
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$472,454$561,464▲ $89,010
Total Liabilities and Net Assets / Fund Balance$472,454$561,464▲ $89,010
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleBaseTotal
1st Source BankTrustee$4,832$4,832

Board Members and Trustees

NameTitle
Francisco FotiaDirector
Robert KeuperDirector
Timothy F LawsonDirector
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$126,015
Other Revenue
$0
Change in Net Assets
$89,010
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$30,404
Salaries, Compensation, and Employee Benefits$4,832
Other Expenses$1,769
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$30,404--$30,404
Current Officers, Directors, Trustees, and Key Employees-$4,832-$4,832
Fees for Services Accounting-$1,750-$1,750
Fees for Services Other-$19-$19
Total Functional Expenses$30,404$6,601$0$37,005
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
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
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
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 1A

“Not applicable - no governing body established”

EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 7A

“NOT APPLICABLE”

EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 7B

“NOT APPLICABLE”

EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8A

“No committees established”

EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8B

“No committees established”

Form 990, Page 6, Part VI, Line 11-description of Process for Review

“Form 990 is reviewed by the trustee and the tax manager before filing”

Form 990, Page 6, Part VI, Line 18

“A copy of form 990 is available upon requests made to the trustee1st source bank, 100 n michigan st. South bend, in or by calling574-235-2790”

Form 990, Page 6, Part VI, Line 19

“A copy of form 990 is available upon requests made to the trustee1st source bank, 100 n michigan st. South bend, in or by calling574-235-2790”

Filing and Contact Details

Filer

Filer Name
South Bend Scottish Rite Benevolent Trust
EIN
35-6034414
Phone
5742352952
Address
PO BOX 1602, SOUTH BEND, IN 46634

Signing Officer

Name
Pamela Stearns
Title
Officer
Phone
5742352952
Signed
2025-04-29

Organization Details

Formed
1984
Legal Domicile
In
Voting Board Members
0
Independent Board Members
0
Employees
0
Raw XML Appendix338 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/ExplanationTxt4NO COMMITTEES ESTABLISHED
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5FORM 990 IS REVIEWED BY THE TRUSTEE AND THE TAX MANAGER BEFORE FILING
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6A COPY OF FORM 990 IS AVAILABLE UPON REQUESTS MADE TO THE TRUSTEE1ST SOURCE BANK, 100 N MICHIGAN ST. SOUTH BEND, IN OR BY CALLING574-235-2790
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7A COPY OF FORM 990 IS AVAILABLE UPON REQUESTS MADE TO THE TRUSTEE1ST SOURCE BANK, 100 N MICHIGAN ST. SOUTH BEND, IN OR BY CALLING574-235-2790
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 1a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 7a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 7b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PAGE 6, PART VI, LINE 11-DESCRIPTION OF PROCESS FOR REVIEW
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PAGE 6, PART VI, LINE 18
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7FORM 990, PAGE 6, PART VI, LINE 19
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IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0472454
IRS990/TotalAssetsEOYAmt0561464
IRS990/TotalAssetsGrp/BOYAmt0472454
IRS990/TotalAssetsGrp/EOYAmt0561464
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt00
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IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt06601
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt030404
IRS990/TotalFunctionalExpensesGrp/TotalAmt037005
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
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IRS990/TotalLiabilitiesGrp/BOYAmt00
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IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0472454
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0561464
IRS990/TotalOtherCompensationAmt00
IRS990/TotalReportableCompFromOrgAmt04832
IRS990/TotalRevenueGrp/ExclusionAmt024192
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0126015
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0472454
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0561464
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
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IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/PersonNm0PAMELA STEARNS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0OFFICER
ReturnHeader/BusinessOfficerGrp/PhoneNum05742352952
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-04-29
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SOUTH BEND SCOTTISH RITE BENEVOLENT TRUST
ReturnHeader/Filer/BusinessNameControlTxt0SOUT
ReturnHeader/Filer/EIN0356034414
ReturnHeader/Filer/PhoneNum05742352952
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 1602
ReturnHeader/Filer/USAddress/CityNm0SOUTH BEND
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IN
ReturnHeader/Filer/USAddress/ZIPCd046634
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0false
ReturnHeader/ReturnTs02025-05-05T15:01:28-04:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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