Civic Intelligence

Scottish Rite Almoner'S Fund Inc

990EZ • Fiscal year 2016 • EIN 36-6160501

Aug 01, 2015 to Jul 31, 2016 • Filed on Dec 13, 2016

Organization ProfileWWW.SCOTTISHRITECHICAGO.ORG
383 E Lake StreetBloomingdale, IL 60108

(630) 439-3400

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2016

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2016

Net Margin

5th percentile

-83%

Higher net margin than 5% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Asset Growth

36th percentile

-4.5%

Faster asset growth than 36% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

6th percentile

-68%

Faster revenue growth than 6% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$454,536

Down $21,466 (-4.5%) from 2015

Net Assets

Down

$454,536

Down $20,764 (-4.4%) from 2015

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin5th percentile

Revenue

Down

$24,487

Down $52,805 (-68%) from 2015

Expenses

Up

$44,827

Up $13,725 (+44%) from 2015

Net Income

Down

-$20,340

Down $66,530 (-144%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth36th percentile

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

$800K$600K$400K$200K$0Assets 2015: $476,002Liabilities 2015: $702Net Assets 2015: $475,3002015Assets 2016: $454,536Net Assets 2016: $454,5362016Assets 2017: $405,307Liabilities 2017: $0Net Assets 2017: $405,3072017Assets 2018: $412,319Liabilities 2018: $0Net Assets 2018: $412,3192018Assets 2019: $536,151Liabilities 2019: $0Net Assets 2019: $536,1512019Assets 2020: $573,394Liabilities 2020: $0Net Assets 2020: $573,3942020Assets 2021: $598,632Liabilities 2021: $0Net Assets 2021: $598,6322021Assets 2022: $643,660Liabilities 2022: $0Net Assets 2022: $643,6602022Assets 2023: $667,016Liabilities 2023: $0Net Assets 2023: $667,0162023Assets 2024: $674,429Liabilities 2024: $0Net Assets 2024: $674,4292024

Highlighted filing

2016

Assets$454,536
Liabilities-
Net Assets$454,536
Open 2016 Filing

Operations Trend

Revenue Growth6th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$200K$100K$0-$100KRevenue 2015: $77,292Expenses 2015: $31,102Net Income 2015: $46,1902015Revenue 2016: $24,487Expenses 2016: $44,827Net Income 2016: -$20,3402016Revenue 2017: -$18,076Expenses 2017: $31,153Net Income 2017: -$49,2292017Revenue 2018: $45,062Expenses 2018: $38,050Net Income 2018: $7,0122018Revenue 2019: $166,003Expenses 2019: $42,171Net Income 2019: $123,8322019Revenue 2020: $89,064Expenses 2020: $51,821Net Income 2020: $37,2432020Revenue 2021: $51,236Expenses 2021: $25,998Net Income 2021: $25,2382021Revenue 2022: $61,273Expenses 2022: $16,245Net Income 2022: $45,0282022Revenue 2023: $42,452Expenses 2023: $19,096Net Income 2023: $23,3562023Revenue 2024: $46,488Expenses 2024: $39,075Net Income 2024: $7,4132024

Highlighted filing

2016

Revenue$24,487
Expenses$44,827
Net Income-$20,340
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Aug 1, 2015 to Jul 31, 2016
Signed
Dec 13, 2016
Return Version
2015v2.0
Gross Receipts
$109,870
Mission and Program Overview

Mission

Provided and dispensed charity in accordance with the bylaws of the organization

To improve and dispense charity.

Program Services

DescriptionGrantsExpenses
Provided and dispensed charity in accordance with the by-laws of the organization.$29,650-
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Wallace DunnTreasurer-$0--
Frank Lasick JrDirector-$0--
Noel KalisPresident-$0--
Ahmad Hassan1st Vice Pres.-$0--
John Quinn2nd Vice Presid-$0--
Frank WinansDirector-$0--
J Kenneth LudwigDirector-$0--
Michael EhleDirector-$0--
Daryl SelockDirector-$0--
Jerry SparksDirector-$0--
James MckinnonDirector-$0--
Bruce DementDirector-$0--
Andrew KeppyDirector-$0--
James PattonAlmonerPT$0--
Filing and Contact Details

Filer

Filer Name
Scottish Rite Almoners Fund Inc
EIN
36-6160501
Phone
6304393400
Address
383 E LAKE STREET, BLOOMINGDALE, IL 60108

Signing Officer

Name
James Patton
Title
Almoner
Signed
2016-12-13
Discuss with paid preparer
Yes

Preparer

Firm
Porte Brown LLC
Address
845 Oakton St, Elk Grove Village, IL 60007
Preparer
Derek Adamczyk
Phone
8479561040
Supplemental Narrative

Additional Explanations

Grants and Similar Amounts Paid In Excess of $5,000.1

“| Donee's Name: Individual assistance less than $5K each | Cash Amount Given: $29650”

Other Expenses.1

“ADMINISTRATIVE $15177”

Total Liabilities.1

“Due to related party - Beginning $702 Due to related party - Ending $0”

Raw XML Appendix186 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0JAMES PATTON
IRS990EZ/BooksInCareOfDetail/PhoneNum06304393400
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0383 E LAKE STREET
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0BLOOMINGDALE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0IL
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd060108
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0476002
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0454536
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt020225
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt085383
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-20340
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0476002
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0454536
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GainOrLossFromSaleOfAssetsAmt0-9333
IRS990EZ/GrantsAndSimilarAmountsPaidAmt029650
IRS990EZ/GrossReceiptsAmt0109870
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt013595
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingOtherDesc0MODIFIED CASH
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0475300
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0454536
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0475300
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0454536
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt51.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt61.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt71.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt81.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt91.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt101.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt111.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt121.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt135.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt100
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt110
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt120
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt130
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Wallace Dunn
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Frank Lasick Jr
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Noel Kalis
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Ahmad Hassan
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4John Quinn
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Frank Winans
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6J Kenneth Ludwig
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7Michael Ehle
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8Daryl Selock
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9Jerry Sparks
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10James Mckinnon
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm11Bruce Dement
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm12Andrew Keppy
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm13James Patton
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt31st Vice Pres.
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt42nd Vice Presid
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt10Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt11Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt12Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt13Almoner
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherChangesInNetAssetsAmt0-424
IRS990EZ/OtherExpensesTotalAmt015177
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0To improve and dispense charity.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Provided and dispensed charity in accordance with the by-laws of the organization.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt029650
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/SaleOfAssetsGrossAmt076050
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt0702
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt044827
IRS990EZ/TotalProgramServiceExpensesAmt029650
IRS990EZ/TotalRevenueAmt024487
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.SCOTTISHRITECHICAGO.ORG
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt020225
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt025234
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt022364
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt021715
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt055135
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0144673
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt04262
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt010062
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt08711
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt016565
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt015403
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt055003
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.72450
IRS990ScheduleA/PublicSupportPY170Pct00.71260
IRS990ScheduleA/PublicSupportTotal170Amt0144673
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt020225
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt025234
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt022364
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt021715
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt055135
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0144673
IRS990ScheduleA/TotalSupportAmt0199676
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0| Donee's Name: Individual assistance less than $5K each | Cash Amount Given: $29650
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ADMINISTRATIVE $15177
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Due to related party - Beginning $702 Due to related party - Ending $0
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Grants and Similar Amounts Paid In Excess of $5,000.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Total Liabilities.1
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0James Patton
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0ALMONER
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-12-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SCOTTISH RITE ALMONERS FUND INC
ReturnHeader/Filer/BusinessNameControlTxt0SCOT
ReturnHeader/Filer/EIN0366160501
ReturnHeader/Filer/PhoneNum06304393400
ReturnHeader/Filer/USAddress/AddressLine1Txt0383 E LAKE STREET
ReturnHeader/Filer/USAddress/CityNm0BLOOMINGDALE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IL
ReturnHeader/Filer/USAddress/ZIPCd060108
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Porte Brown LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0845 Oakton St
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Elk Grove Village
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd060007
ReturnHeader/PreparerPersonGrp/PhoneNum08479561040
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DEREK ADAMCZYK
ReturnHeader/ReturnTs02016-12-13T12:25:28-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-08-01
ReturnHeader/TaxPeriodEndDt02016-07-31
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$454,536
Liabilities
-
Net assets
$454,536
Revenue
$24,487
Expenses
$44,827
Net income
-$20,340
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$6.74$0.00$6.74$0.46$0.39$0.07
2023Detailed filing. Detailed filing data is available for this year.$6.67$0.00$6.67$0.42$0.19$0.23
2022Detailed filing. Detailed filing data is available for this year.$6.44$0.00$6.44$0.61$0.16$0.45
2021Detailed filing. Detailed filing data is available for this year.$5.99$0.00$5.99$0.51$0.26$0.25
2020Detailed filing. Detailed filing data is available for this year.$5.73$0.00$5.73$0.89$0.52$0.37
2019Detailed filing. Detailed filing data is available for this year.$5.36$0.00$5.36$1.66$0.42$1.24
2018Detailed filing. Detailed filing data is available for this year.$4.12$0.00$4.12$0.45$0.38$0.07
2017Detailed filing. Detailed filing data is available for this year.$4.05$0.00$4.05$0.18$0.31$0.49
2016Detailed filing. Detailed filing data is available for this year.$4.55$4.55$0.24$0.45$0.20
2015Detailed filing. Detailed filing data is available for this year.$4.76$0.01$4.75$0.77$0.31$0.46
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2016 filings • 501(c)3 • <$500k nonprofits