Civic Intelligence

South Bend Scottish Rite Benevolent Trust

990 • Fiscal year 2024 • EIN 35-6034414

Jan 01, 2024 to Dec 31, 2024 • Filed on Apr 29, 2025

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

(574) 235-2952

Siviq Scores

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

Liabilities / Assets

33rd percentile

0.00x

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

2024 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2024

Liabilities / Revenue

33rd percentile

0.00x

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

2024 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2024

Net Margin

95th percentile

71%

Higher net margin than 95% of similar nonprofits.

2024 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2024

Top Officer Pay

56th percentile

$4,832

Higher top officer pay than 56% of similar nonprofits.

Top officer pay equals 3.8% of source-year revenue.

2024 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2024

Asset Growth

74th percentile

19%

Faster asset growth than 74% of similar nonprofits.

2024 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Revenue Growth

98th percentile

403%

Faster revenue growth than 98% of similar nonprofits.

2024 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets33rd percentile

Assets

Up

$561,464

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

Net Assets

Up

$561,464

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

Liabilities

Flat

$0

Flat from 2023

Revenue And Expenses
Liabilities / Revenue33rd percentileNet Margin95th 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

Historical Trend

Balance Sheet Trend

Asset Growth74th 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

2024

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

Operations Trend

Revenue Growth98th 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

2024

Revenue$126,015
Expenses$37,005
Net Income$89,010
Open 2024 Filing
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 Pay56th percentile

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.

Path#Value
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IRS990/BooksInCareOfDetail/USAddress/CityNm0SOUTH BEND
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IRS990/CYOtherRevenueAmt00
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IRS990/DescribedInSection501c3Ind0true
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IRS990/Form990PartVIISectionAGrp/TitleTxt2DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
IRS990/Form990ProvidedToGvrnBodyInd0false
IRS990/FormationYr01984
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IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt00
IRS990/GrantAmt030404
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IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
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IRS990/IndoorTanningServicesInd0false
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IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
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IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt062168
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0false
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IRS990/MissionDesc0TO MAKE GRANTS TO EXEMPT ORGANIZATIONS
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
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IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0101823
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NondeductibleContributionsInd0false
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PoliticalCampaignActyInd0false
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYExcessBenefitTransInd0false
IRS990/PYRevenuesLessExpensesAmt00
IRS990/PYTotalExpensesAmt00
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt089010
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0472454
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IRS990ScheduleA/AdjustedNetIncomeGrp/NetSTCapitalGainAdjNetIncmGrp/PriorYearAmt00
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IRS990ScheduleA/AdjustedNetIncomeGrp/RecoveriesPYDistributionsGrp/PriorYearAmt00
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IRS990ScheduleA/DistributableAmountGrp/CYIncomeTaxImposedPYAmt00
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IRS990ScheduleA/DistributionAllocationsGrp/CYDistriAppDistributableAmt030404
IRS990ScheduleA/DistributionAllocationsGrp/CYDistribAppUnderdistriPYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/CYDistributableAsAdjustedAmt030404
IRS990ScheduleA/DistributionAllocationsGrp/CyovAppliedUnderdistrCPYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/CyovAppliedUnderdistriPYAmt00
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IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionAmt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovAmt00
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IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr4Amt00
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IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistriCyovToNextYrAmt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear1Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear2Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear3Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear4Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear5Amt00
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IRS990ScheduleA/DistributionAllocationsGrp/UnderdistributionsAmt00
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IRS990ScheduleA/OtherSupportSumAmt030404
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IRS990ScheduleA/SupportedOrganizationsTotalCnt01
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IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt030404
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IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType3NonFuncInd0X
IRS990ScheduleA/SupportSumAmt030404
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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/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0472454
IRS990/TotalAssetsEOYAmt0561464
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IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
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

Document Assets

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Filings

Displayed 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