Civic Intelligence

South Bend Scottish Rite Benevolent Trust

990 • Fiscal year 2020 • EIN 35-6034414

Jan 01, 2020 to Dec 31, 2020 • Filed on Mar 31, 2021

Organization ProfileN/A
PO Box 1602South Bend, IN 46634

(574) 235-2790

Siviq Scores

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

Liabilities / Assets

27th percentile

0.00x

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

2020 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2020

Liabilities / Revenue

27th percentile

0.00x

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

2020 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2020

Net Margin

24th percentile

-9.6%

Higher net margin than 24% of similar nonprofits.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2020

Top Officer Pay

52nd percentile

$3,925

Higher top officer pay than 52% of similar nonprofits.

Top officer pay equals 22.7% of source-year revenue.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2020

Asset Growth

32nd percentile

-0.3%

Faster asset growth than 32% of similar nonprofits.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2019 to 2020

Revenue Growth

6th percentile

-62%

Faster revenue growth than 6% of similar nonprofits.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets27th percentile

Assets

Down

$501,178

Down $1,669 (-0.3%) from 2019

Net Assets

Down

$501,178

Down $1,669 (-0.3%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue27th percentileNet Margin24th percentile

Revenue

Down

$17,327

Down $28,635 (-62%) from 2019

Expenses

Down

$18,996

Down $22,238 (-54%) from 2019

Net Income

Down

-$1,669

Down $6,397 (-135%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth32nd percentile

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

$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

2020

Assets$501,178
Liabilities$0
Net Assets$501,178
Open 2020 Filing

Operations Trend

Revenue Growth6th percentile

Revenue, expenses, and net income across loaded years, with this 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

2020

Revenue$17,327
Expenses$18,996
Net Income-$1,669
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Mar 31, 2021
Return Version
2020v4.0
Gross Receipts
$85,466
Mission and Program Overview

Mission

To make grants to exempt organizations

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$502,847$501,178▼ $1,669
Investments in Publicly Traded Securities$479,265$478,459▼ $806
Cash and Non-Interest-Bearing Accounts$23,582$22,719▼ $863
Total Assets$502,847$501,178▼ $1,669
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$502,847$501,178▼ $1,669
Total Liabilities and Net Assets / Fund Balance$502,847$501,178▼ $1,669
Compensation and Service Providers
Top Officer Pay52nd percentile

Employees

NameTitleBaseTotal
1st Source BankTrustee$3,925$3,925

Board Members and Trustees

NameTitle
Mitchell HulvaDirector
Robert KeuperDirector
Timothy F LawsonDirector
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$17,327
Other Revenue
$0
Change in Net Assets
$-1,669
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$13,720
Salaries, Compensation, and Employee Benefits$3,925
Other Expenses$1,351
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$13,720--$13,720
Current Officers, Directors, Trustees, and Key Employees-$3,925-$3,925
Fees for Services Accounting-$1,300-$1,300
Fees for Services Other-$51-$51
Total Functional Expenses$13,720$5,276$0$18,996
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
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
5742352790
Address
PO BOX 1602, SOUTH BEND, IN 46634

Signing Officer

Name
Pamela Stearns
Title
Officer
Phone
5742352790
Signed
2021-03-31

Organization Details

Formed
1984
Legal Domicile
In
Voting Board Members
0
Independent Board Members
0
Employees
0
Raw XML Appendix341 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/OrgDoesNotFollowFASB117Ind0X
IRS990/PartialLiquidationInd0false
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IRS990/RelatedOrganizationCtrlEntInd0false
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IRS990/ReportLandBuildingEquipmentInd0false
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0NOT APPLICABLE - NO GOVERNING BODY ESTABLISHED
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1NOT APPLICABLE
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2NOT APPLICABLE
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3NO COMMITTEES ESTABLISHED
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/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0502847
IRS990/TotalAssetsEOYAmt0501178
IRS990/TotalAssetsGrp/BOYAmt0502847
IRS990/TotalAssetsGrp/EOYAmt0501178
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt05276
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt013720
IRS990/TotalFunctionalExpensesGrp/TotalAmt018996
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0502847
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0501178
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt013720
IRS990/TotalReportableCompFromOrgAmt03925
IRS990/TotalRevenueGrp/ExclusionAmt018572
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt017327
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0502847
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0501178
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt00
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/PersonNm0PAMELA STEARNS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0OFFICER
ReturnHeader/BusinessOfficerGrp/PhoneNum05742352790
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-03-31
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SOUTH BEND SCOTTISH RITE BENEVOLENT TRUST
ReturnHeader/Filer/BusinessNameControlTxt0SOUT
ReturnHeader/Filer/EIN0356034414
ReturnHeader/Filer/PhoneNum05742352790
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 1602
ReturnHeader/Filer/USAddress/CityNm0SOUTH BEND
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IN
ReturnHeader/Filer/USAddress/ZIPCd046634
ReturnHeader/ReturnTs02021-04-22T15:00:35-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

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Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$501,178
Liabilities
$0
Net assets
$501,178
Revenue
$17,327
Expenses
$18,996
Net income
-$1,669
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