Civic Intelligence

Illinois Scottish Rite Fund

990 • Fiscal year 2018 • EIN 37-6078284

Apr 01, 2017 to Mar 31, 2018 • Filed on Sep 21, 2018

Organization ProfileN/A
11508 183rd StOrland Park, IL 60467

(708) 335-0900

Siviq Scores

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

Liabilities / Assets

4th percentile

0.00x

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

2018 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2018

Liabilities / Revenue

4th percentile

0.00x

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

2018 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2018

Net Margin

85th percentile

34%

Higher net margin than 85% of similar nonprofits.

2018 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2018

Top Officer Pay

12th percentile

$0

Higher top officer pay than 12% of similar nonprofits.

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

2018 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2018

Asset Growth

60th percentile

4.7%

Faster asset growth than 60% of similar nonprofits.

2018 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2017 to 2018

Revenue Growth

75th percentile

17%

Faster revenue growth than 75% of similar nonprofits.

2018 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets4th percentile

Assets

Up

$12,562,046

Up $559,068 (+4.7%) from 2017

Net Assets

Up

$12,562,046

Up $559,068 (+4.7%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue4th percentileNet Margin85th percentile

Revenue

Up

$985,858

Up $144,437 (+17%) from 2017

Expenses

Up

$653,969

Up $25,551 (+4.1%) from 2017

Net Income

Up

$331,889

Up $118,886 (+56%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth60th percentile

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

$20M$15M$10M$5.0M$0Assets 2012: $9,420,645Liabilities 2012: $0Net Assets 2012: $9,420,6452012Assets 2013: $10,051,634Liabilities 2013: $0Net Assets 2013: $10,051,6342013Assets 2014: $11,195,730Liabilities 2014: $0Net Assets 2014: $11,195,7302014Assets 2015: $11,700,892Liabilities 2015: $0Net Assets 2015: $11,700,8922015Assets 2016: $11,275,873Liabilities 2016: $0Net Assets 2016: $11,275,8732016Assets 2017: $12,002,978Liabilities 2017: $0Net Assets 2017: $12,002,9782017Assets 2018: $12,562,046Liabilities 2018: $0Net Assets 2018: $12,562,0462018Assets 2019: $12,822,584Liabilities 2019: $0Net Assets 2019: $12,822,5842019Assets 2020: $11,623,802Liabilities 2020: $0Net Assets 2020: $11,623,8022020Assets 2021: $15,314,868Liabilities 2021: $0Net Assets 2021: $15,314,8682021Assets 2022: $16,458,975Liabilities 2022: $0Net Assets 2022: $16,458,9752022Assets 2023: $15,071,700Liabilities 2023: $0Net Assets 2023: $15,071,7002023Assets 2024: $17,164,165Liabilities 2024: $0Net Assets 2024: $17,164,1652024Assets 2025: $17,245,376Liabilities 2025: $0Net Assets 2025: $17,245,3762025

Highlighted filing

2018

Assets$12,562,046
Liabilities$0
Net Assets$12,562,046
Open 2018 Filing

Operations Trend

Revenue Growth75th percentile

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

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2012: $1,478,090Expenses 2012: $434,019Net Income 2012: $1,044,0712012Revenue 2013: $695,468Expenses 2013: $432,681Net Income 2013: $262,7872013Revenue 2014: $1,046,151Expenses 2014: $461,010Net Income 2014: $585,1412014Revenue 2015: $821,210Expenses 2015: $490,505Net Income 2015: $330,7052015Revenue 2016: $463,833Expenses 2016: $607,183Net Income 2016: -$143,3502016Revenue 2017: $841,421Expenses 2017: $628,418Net Income 2017: $213,0032017Revenue 2018: $985,858Expenses 2018: $653,969Net Income 2018: $331,8892018Revenue 2019: $642,133Expenses 2019: $567,743Net Income 2019: $74,3902019Revenue 2020: $768,514Expenses 2020: $577,043Net Income 2020: $191,4712020Revenue 2021: $1,384,780Expenses 2021: $591,473Net Income 2021: $793,3072021Revenue 2022: $2,089,496Expenses 2022: $607,534Net Income 2022: $1,481,9622022Revenue 2023: $345,889Expenses 2023: $650,944Net Income 2023: -$305,0552023Revenue 2024: $1,105,291Expenses 2024: $684,421Net Income 2024: $420,8702024Revenue 2025: $1,161,546Expenses 2025: $715,665Net Income 2025: $445,8812025

Highlighted filing

2018

Revenue$985,858
Expenses$653,969
Net Income$331,889
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Apr 1, 2017 to Mar 31, 2018
Signed
Sep 21, 2018
Return Version
2017v2.3
Gross Receipts
$5,387,735
Mission and Program Overview

Mission

Illinois scottish rite masons provide scholarships to help individuals better themselves through the pursuit of knowledge.

TO PROVIDE SCHOLARSHIPS.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$10,907,989$11,481,541▲ $573,552
Cash and Non-Interest-Bearing Accounts$630,953$621,308▼ $9,645
Land, Buildings, and Equipment, Net$246,422$246,422→ $0
Savings and Temporary Cash Investments$217,614$212,775▼ $4,839
Total Assets$12,002,978$12,562,046▲ $559,068
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$11,802,978$12,362,046▲ $559,068
Permanently Rstr Net Assets$200,000$200,000→ $0
Total Net Assets Fund Balance$12,002,978$12,562,046▲ $559,068
Total Liabilities and Net Assets / Fund Balance$12,002,978$12,562,046▲ $559,068

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$246,422--
Compensation and Service Providers
Top Officer Pay12th percentile

Board Members and Trustees

NameTitle
Gregory L ClarkPresident
Jame L TungateVice-president
Danny J LeifelDirector
Henry a Haisch JrDirector
John T PhillipsDirector
Kraig E Sullivan SrDirector
Lance J WelterDirector
Randall R MiloneDirector
Robert F SpencerDirector
Roger a CarsonDirector
Ronald E HoffmanDirector
Scott R RipleyDirector
Thomas T JohnsonDirector
Timothy J ViceDirector
Barry D WeerSecretary
Charles G SmithTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$52,482
Program Service Revenue
$0
Investment Income
$918,232
Other Revenue
$15,144
All Other Contributions
$52,482
Change in Net Assets
$331,889

Audited Revenue Reconciliation

Revenue per Audited Statements
$985,858
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$227,179
Total Revenue per Audited Statements
$1,213,037
Total Revenue per Form 990
$985,858
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$537,718
Other Expenses$116,251
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$537,718--$537,718
Fees for Service Investment Mgmnt Fees-$101,508-$101,508
Fees for Services Other-$6,816-$6,816
Fees for Services Accounting-$6,000-$6,000
Insurance-$1,167-$1,167
Office Expenses-$760-$760
Total Functional Expenses$537,718$116,251$0$653,969

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$653,969
Total Expenses per Audited Statements$653,969
Total Expenses per Form 990$653,969
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
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
Annual disclosure for covered persons
Yes
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 B, Line 11B

“The organization's treasurer reviews the form 990. Copies of the form 990 are then reviewed by board members. Board members can ask questions of the treasurer and the organization's attorney at the annual meeting.”

Form 990, Part VI, Section B, Line 12C

“Members of the board of trustees complete a conflict of interest disclosure statement which is filed with the secretary of the board.”

Form 990, Part VI, Section C, Line 19

“The organization's governing documents are available upon request.”

Filing and Contact Details

Filer

Filer Name
Illinois Scottish Rite Fund
EIN
37-6078284
Phone
7083350900
Address
11508 183RD ST, ORLAND PARK, IL 60467

Signing Officer

Name
Gregory L Clark
Title
President
Phone
7083350900
Signed
2018-09-21
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Gregory L Clark
Formed
1967
Legal Domicile
Il
Voting Board Members
16
Independent Board Members
14
Employees
0
Volunteers
0

Preparer

Firm
Scheffel Boyle
Address
222 EAST MAIN STREET, BELLEVILLE, IL 62220
Preparer
Dale B Holtmann CPA
Phone
6182778100
Raw XML AppendixShowing 400 of 425 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
IRS990/AccountantCompileOrReviewInd00
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0TO PROVIDE SCHOLARSHIPS.
IRS990/AllOtherContributionsAmt052482
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/BooksInCareOfDetail/PersonNm0CHARLES SMITH
IRS990/BooksInCareOfDetail/PhoneNum07084783400
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt011508 WEST 183RD ST
IRS990/BooksInCareOfDetail/USAddress/CityNm0ORLAND PARK
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0IL
IRS990/BooksInCareOfDetail/USAddress/ZIPCd060467
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOfficerEntInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/BOYAmt0630953
IRS990/CashNonInterestBearingGrp/EOYAmt0621308
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt052482
IRS990/CYGrantsAndSimilarPaidAmt0537718
IRS990/CYInvestmentIncomeAmt0918232
IRS990/CYOtherExpensesAmt0116251
IRS990/CYOtherRevenueAmt015144
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0331889
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt0653969
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0985858
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0SCHOLARSHIPS PAID TO VARIOUS EDUCATIONAL INSTITUTIONS FOR HEALTH RELATED AND OTHER FIELDS.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt0537718
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt06000
IRS990/FeesForServicesAccountingGrp/TotalAmt06000
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt06816
IRS990/FeesForServicesOtherGrp/TotalAmt06816
IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt0101508
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt0101508
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt02.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt12.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt24.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt32.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt61.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt71.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt81.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt91.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt101.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt111.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt121.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt131.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt141.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt151.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd10X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd11X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd12X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd13X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd14X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd15X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt120
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt130
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt140
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt150
IRS990/Form990PartVIISectionAGrp/PersonNm0GREGORY L CLARK
IRS990/Form990PartVIISectionAGrp/PersonNm1JAME L TUNGATE
IRS990/Form990PartVIISectionAGrp/PersonNm2CHARLES G SMITH
IRS990/Form990PartVIISectionAGrp/PersonNm3BARRY D WEER
IRS990/Form990PartVIISectionAGrp/PersonNm4JOHN T PHILLIPS
IRS990/Form990PartVIISectionAGrp/PersonNm5SCOTT R RIPLEY
IRS990/Form990PartVIISectionAGrp/PersonNm6RANDALL R MILONE
IRS990/Form990PartVIISectionAGrp/PersonNm7LANCE J WELTER
IRS990/Form990PartVIISectionAGrp/PersonNm8THOMAS T JOHNSON
IRS990/Form990PartVIISectionAGrp/PersonNm9ROGER A CARSON
IRS990/Form990PartVIISectionAGrp/PersonNm10ROBERT F SPENCER
IRS990/Form990PartVIISectionAGrp/PersonNm11RONALD E HOFFMAN
IRS990/Form990PartVIISectionAGrp/PersonNm12HENRY A HAISCH JR
IRS990/Form990PartVIISectionAGrp/PersonNm13KRAIG E SULLIVAN SR
IRS990/Form990PartVIISectionAGrp/PersonNm14DANNY J LEIFEL
IRS990/Form990PartVIISectionAGrp/PersonNm15TIMOTHY J VICE
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE-PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt2TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt3SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt12DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt13DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt14DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt15DIRECTOR
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01967
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedInd00
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt0656077
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt016
IRS990/GrantAmt0537718
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt0537718
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt0537718
IRS990/GrantsToIndividualsInd01
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt05056049
IRS990/GrossReceiptsAmt05387735
IRS990/GrossRentsGrp/RealAmt017049
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt014
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InsuranceGrp/ManagementAndGeneralAmt01167
IRS990/InsuranceGrp/TotalAmt01167
IRS990/InvestmentIncomeGrp/ExclusionAmt0262155
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0262155
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt010907989
IRS990/InvestmentsPubTradedSecGrp/EOYAmt011481541
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt00
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0246422
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0246422
IRS990/LandBldgEquipCostOrOtherBssAmt0246422
IRS990/LegalDomicileStateCd0IL
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt04399972
IRS990/LessRentalExpensesGrp/RealAmt01905
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0ILLINOIS SCOTTISH RITE MASONS PROVIDE SCHOLARSHIPS TO HELP INDIVIDUALS BETTER THEMSELVES THROUGH THE PURSUIT OF KNOWLEDGE.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt012002978
IRS990/NetAssetsOrFundBalancesEOYAmt012562046
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt0656077
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0656077
IRS990/NetRentalIncomeOrLossGrp/ExclusionAmt015144
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt015144
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0227179
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt0760
IRS990/OfficeExpensesGrp/TotalAmt0760
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/PartialLiquidationInd00
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt0200000
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt0200000
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0GREGORY L CLARK
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt047038
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0519703
IRS990/PYInvestmentIncomeAmt0777779
IRS990/PYOtherExpensesAmt0108715
IRS990/PYOtherRevenueAmt016604
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0213003
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0628418
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0841421
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt0331889
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RentalIncomeOrLossGrp/RealAmt015144
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt0985858
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0217614
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0212775
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0WE ARE PROVIDING THIS LETTER AS EVIDENCE TO SUPPORT THE FUND'S DESIGNATION AS A PUBLIC CHARITY. THE FACTS AND CIRCUMSTANCES WHICH SUGGEST THAT THE FUND HAS AND WILL CONTINUE OPERATING AS A PUBLIC CHARITY ARE WELL DOCUMENTED THROUGHOUT THE FUND'S 51 YEAR HISTORY. " THE FUND HAS ATTAINED AN EXTENSIVE PORTFOLIO OF FUNDS THROUGH THE ACCUMULATION OF PUBLIC FUNDS OVER THE 51 YEARS OF THE FUNDS EXISTENCE. THESE FUNDS ARE ALL A RESULT OF PRIOR YEARS PUBLIC DONATION AND THE BENEFIT OF STRATEGIC INVESTING. " THE FUND RECEIVES TWO DONATIONS ANNUALLY FROM SEPARATE TRUST ACCOUNTS. AS THE CALCULATION GOES ON SCHEDULE A, THESE TWO DONATIONS ARE NOT INCLUDED IN THE CALCULATION AS TO WHETHER THE FUND MEETS THE PUBLIC CHARITY CONTRIBUTION REQUIREMENTS FOR A 501(3). IF THESE CONTRIBUTIONS WOULD BE INCLUDED IN THE CALCULATION, THE FUND WOULD BE OVER 25% SUPPORTED BY PUBLIC DONATIONS. " THE FUND IS CURRENTLY, AND WILL CONTINUE TO BE GOVERNED AND SUPPORTED EXCLUSIVELY BY VOLUNTEERS; MANY OF WHOM HOLD PROFESSIONAL POSITIONS IN SOCIETY WHICH DEMAND HIGH LEVELS OF INTEGRITY AND CHARACTER SUCH AS ELECTED OFFICIALS, JUDGES, DOCTORS, AND OTHER COMMUNITY LEADERS. " THE INVESTMENTS OWNED BY THE FUND HAVE BEEN PURCHASED THROUGH THE USE OF PUBLIC FUNDS OVER THE COURSE OF ITS EXISTENCE. THE CURRENT PERCENTAGE OF SUPPORT FROM PUBLIC SOURCES IS LOW BECAUSE THE ORGANIZATION RECEIVES A HIGH PERCENTAGE OF TOTAL SUPPORT FROM INVESTMENT INCOME ON ITS ENDOWMENT FUNDS. 51 YEARS OF PUBLIC SUPPORT HAS BEEN CONTINUALLY REINVESTED AND GROWN TO A LEVEL WHICH MAY SELF-SUFFICIENTLY PRODUCE OVER A HALF-MILLION DOLLARS EACH YEAR IN SCHOLARSHIPS TO STUDENTS SEEKING HIGHER EDUCATION. " THE FUND IS OPERATED EXCLUSIVELY FOR THE EXEMPT PURPOSE OF FURTHERING EDUCATION TO STUDENTS SEEKING DEGREES FROM INSTITUTIONS OF HIGHER EDUCATION. OVER THE PAST 5 YEARS, THE FUND HAS GIVEN $2,291,710 IN SCHOLARSHIPS, OUT OF TOTAL EXPENSES OF $2,845,420. THIS EQUATES TO NEARLY 81% OF THE FUND'S EXPENSES DIRECTLY SUPPORTING EDUCATIONAL SCHOLARSHIPS. THE REMAINING 19% ARE OPERATING EXPENSES REQUIRED TO MAINTAIN THE FUND. NO PERSONAL SALARIES OR DISTRIBUTIONS HAVE EVER BEEN MADE TO PRIVATE SHAREHOLDERS OR INDIVIDUALS IN CONNECTION WITH THE FUND. PLEASE EXAMINE THE INFORMATION PROVIDED AND ACCEPT FORM 990 AS FILED. IN ADDITION, PLEASE ALLOW THE FUND THROUGH THEIR FISCAL YEAR ENDING MARCH 31, 2020, TO CORRECT THE SITUATION CONCERNING PUBLIC SUPPORT.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART II, LINE 18
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt052482
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt047038
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt090276
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt050478
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt077271
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0317545
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0277299
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0271506
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0270947
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0268565
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0235581
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt01323898
IRS990ScheduleA/PrivateFoundation170Ind0X
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.06910
IRS990ScheduleA/PublicSupportPY170Pct00.08670
IRS990ScheduleA/PublicSupportTotal170Amt0113440
IRS990ScheduleA/SubstantialContributorsTotAmt0204105
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt052482
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt047038
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt090276
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt050478
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt077271
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0317545
IRS990ScheduleA/TotalSupportAmt01641443
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt0653969
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0227179
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt0246422
IRS990ScheduleD/OtherLandBuildingsGrp/InvestmentCostOrOtherBasisAmt0246422
IRS990ScheduleD/RevenueNotReportedAmt0227179
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt0985858
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0246422
IRS990ScheduleD/TotalExpensesPerForm990Amt0653969
IRS990ScheduleD/TotalRevenuePerForm990Amt0985858
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt01213037
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0653969
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt0537718
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0SCHOLARSHIPS
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt0359
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0ALL SCHOLARSHIP MONEY IS PAID DIRECTLY TO INSTITUTIONS OF HIGHER LEARNING FOR SPECIFIC STUDENT'S TUITION.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 2:
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION'S TREASURER REVIEWS THE FORM 990. COPIES OF THE FORM 990 ARE THEN REVIEWED BY BOARD MEMBERS. BOARD MEMBERS CAN ASK QUESTIONS OF THE TREASURER AND THE ORGANIZATION'S ATTORNEY AT THE ANNUAL MEETING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1MEMBERS OF THE BOARD OF TRUSTEES COMPLETE A CONFLICT OF INTEREST DISCLOSURE STATEMENT WHICH IS FILED WITH THE SECRETARY OF THE BOARD.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ORGANIZATION'S GOVERNING DOCUMENTS ARE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0IL
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt012002978
IRS990/TotalAssetsEOYAmt012562046
IRS990/TotalAssetsGrp/BOYAmt012002978
IRS990/TotalAssetsGrp/EOYAmt012562046
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt052482
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0116251
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0537718
IRS990/TotalFunctionalExpensesGrp/TotalAmt0653969
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt012002978
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt012562046
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0537718
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt0277299
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0656077
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0985858
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt012002978
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt012562046
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnrestrictedNetAssetsGrp/BOYAmt011802978
IRS990/UnrestrictedNetAssetsGrp/EOYAmt012362046
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt01109 E MONROE
IRS990/USAddress/CityNm0BLOOMINGTON
IRS990/USAddress/StateAbbreviationCd0IL
IRS990/USAddress/ZIPCd061701
IRS990/VotingMembersGoverningBodyCnt016
IRS990/VotingMembersIndependentCnt014
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0GREGORY L CLARK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum07083350900
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-09-21
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ILLINOIS SCOTTISH RITE FUND
ReturnHeader/Filer/BusinessNameControlTxt0ILLI
ReturnHeader/Filer/EIN0376078284
ReturnHeader/Filer/PhoneNum07083350900

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$12,562,046
Liabilities
$0
Net assets
$12,562,046
Revenue
$985,858
Expenses
$653,969
Net income
$331,889
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$17.2$0.00$17.2$1.16$0.72$0.45
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$17.2$0.00$17.2$1.11$0.68$0.42
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$15.1$0.00$15.1$0.35$0.65$0.31
2022Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$16.5$0.00$16.5$2.09$0.61$1.48
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$15.3$0.00$15.3$1.38$0.59$0.79
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$11.6$0.00$11.6$0.77$0.58$0.19
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$12.8$0.00$12.8$0.64$0.57$0.07
2018Detailed filing. Detailed filing data is available for this year.$12.6$0.00$12.6$0.99$0.65$0.33
2017Summary only. Only limited summary data is available for this year.$12.0$0.00$12.0$0.84$0.63$0.21
2016Summary only. Only limited summary data is available for this year.$11.3$0.00$11.3$0.46$0.61$0.14
2015Summary only. Only limited summary data is available for this year.$11.7$0.00$11.7$0.82$0.49$0.33
2014Summary only. Only limited summary data is available for this year.$11.2$0.00$11.2$1.05$0.46$0.59
2013Summary only. Only limited summary data is available for this year.$10.1$0.00$10.1$0.70$0.43$0.26
2012Summary only. Only limited summary data is available for this year.$9.42$0.00$9.42$1.48$0.43$1.04