Civic Intelligence

Scimitar Foundation Inc.

990 • Fiscal year 2017 • EIN 39-1079957

Apr 01, 2016 to Mar 31, 2017 • Filed on Aug 15, 2017

3000 West Wisconsin AveMilwaukee, WI 53208

(414) 933-4700

Siviq Scores

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

Liabilities / Assets

20th percentile

0.00x

Higher debt load relative to assets than 20% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

24th percentile

0.01x

Higher debt load relative to revenue than 24% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Net Margin

82nd percentile

26%

Higher net margin than 82% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

35th percentile

$0

Higher top officer pay than 35% of similar nonprofits.

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

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Asset Growth

53rd percentile

4.2%

Faster asset growth than 53% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2015 to 2017

Revenue Growth

95th percentile

172%

Faster revenue growth than 95% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2015 to 2017

Assets

Up

$1,265,499

Up $100,892 (+8.7%) from 2015

Net Assets

Up

$1,262,209

Up $102,957 (+8.9%) from 2015

Liabilities

Down

$3,290

Down $2,065 (-39%) from 2015

Revenue

Up

$238,588

Up $206,445 (+642%) from 2015

Expenses

Up

$177,433

Up $39,342 (+28%) from 2015

Net Income

Up

$61,155

Up $167,103 (+158%) from 2015

Historical Trend

Balance Sheet Trend

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

$1.5M$1.0M$500K$0Assets 2011: $1,457,075Liabilities 2011: $26,245Net Assets 2011: $1,430,8302011Assets 2012: $1,397,943Liabilities 2012: $46,515Net Assets 2012: $1,351,4282012Assets 2013: $1,429,582Liabilities 2013: $34,784Net Assets 2013: $1,394,7982013Assets 2014: $1,297,133Liabilities 2014: $32,192Net Assets 2014: $1,264,9412014Assets 2015: $1,164,607Liabilities 2015: $5,355Net Assets 2015: $1,159,2522015Assets 2017: $1,265,499Liabilities 2017: $3,290Net Assets 2017: $1,262,2092017Assets 2018: $1,249,474Liabilities 2018: $10,394Net Assets 2018: $1,239,0802018Assets 2019: $1,111,148Liabilities 2019: $44,220Net Assets 2019: $1,066,9282019Assets 2020: $967,182Liabilities 2020: $34,590Net Assets 2020: $932,5922020Assets 2021: $1,020,909Liabilities 2021: $84,334Net Assets 2021: $936,5752021Assets 2022: $971,062Liabilities 2022: $99,583Net Assets 2022: $871,4792022Assets 2023: $961,503Liabilities 2023: $98,947Net Assets 2023: $862,5562023Assets 2024: $899,260Liabilities 2024: $77,664Net Assets 2024: $821,5962024Assets 2025: $831,952Liabilities 2025: $93,792Net Assets 2025: $738,1602025

Highlighted filing

2017

Assets$1,265,499
Liabilities$3,290
Net Assets$1,262,209

Operations Trend

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

$400K$200K$0-$200KExpenses 2011: $166,6632011Expenses 2012: $174,6132012Revenue 2013: $192,926Expenses 2013: $150,692Net Income 2013: $42,2342013Revenue 2014: $48,392Expenses 2014: $182,741Net Income 2014: -$134,3492014Revenue 2015: $32,143Expenses 2015: $138,091Net Income 2015: -$105,9482015Revenue 2017: $238,588Expenses 2017: $177,433Net Income 2017: $61,1552017Revenue 2018: $206,585Expenses 2018: $229,712Net Income 2018: -$23,1272018Revenue 2019: $72,437Expenses 2019: $244,589Net Income 2019: -$172,1522019Revenue 2020: $128,544Expenses 2020: $262,880Net Income 2020: -$134,3362020Revenue 2021: $215,167Expenses 2021: $211,184Net Income 2021: $3,9832021Revenue 2022: $138,258Expenses 2022: $203,354Net Income 2022: -$65,0962022Revenue 2023: $140,504Expenses 2023: $149,427Net Income 2023: -$8,9232023Revenue 2024: $186,536Expenses 2024: $227,496Net Income 2024: -$40,9602024Revenue 2025: $60,363Expenses 2025: $143,799Net Income 2025: -$83,4362025

Highlighted filing

2017

Revenue$238,588
Expenses$177,433
Net Income$61,155
Jump To
Filing Snapshot
Filing Period
Apr 1, 2016 to Mar 31, 2017
Signed
Aug 15, 2017
Return Version
2016v3.0
Gross Receipts
$366,655
Mission and Program Overview

Mission

The purpose of the foundation is to renovate and repair the temple, a building listed on the national register of historic structures and owned by the tripoli shrine. Also, the foundation is responsible to operate the temple for the general public while the tripoli shrine, which is affiliated with the imperial council of the ancient arabic order of the nobles of the mystic shrine for north america, continues to operate the temple for its members.

The Scimitar Foundation, Inc. is responsible for the restoration and manitenance of the Tripoli Shrine Center. It's main purpose is to guarantee that the center will continue its great tradition as a historical destination for metro Milwaukee and Wisconsin residents as well as many other people throughout the country.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$884,423$789,893▼ $94,530
Cash and Non-Interest-Bearing Accounts$56,878$237,853▲ $180,975
Savings and Temporary Cash Investments$263,580$236,949▼ $26,631
Inventories for Sale or Use-$784-
Investments in Publicly Traded Securities$20$20→ $0
Total Assets$1,204,901$1,265,499▲ $60,598
Liabilities
Accounts Payable and Accrued Expenses$3,536$3,290▼ $246
Total Liabilities$3,536$3,290▼ $246
Net Assets / Fund Balance
Unrestricted Net Assets$1,201,365$1,262,209▲ $60,844
Total Net Assets Fund Balance$1,201,365$1,262,209▲ $60,844
Total Liabilities and Net Assets / Fund Balance$1,204,901$1,265,499▲ $60,598

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$706,780$1,229,565$1,936,345
Leasehold Improvements$83,113$101,584$184,697
Equipment-$8,935$8,935
Compensation and Service Providers

Board Members and Trustees

NameTitle
Gerald ArnholtPresident
Jeff DelaneyVice President/Secretary
Allen IdingDirector
Arnold GarberDirector
Bruce NelsonDirector
Frank GlowinskiDirector
Micheal KuglerDirector
Nick DestefanisDirector
Patrick JacksonDirector
Pete SalzaDirector
Richard BayerleinDirector
Richard BorysDirector
Rick LochDirector
Skip BrucknerDirector
Tom KapkeDirector
David BevsekSecretary
Kevin BreitzmannTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$203,672
Program Service Revenue
$0
Investment Income
$409
Other Revenue
$34,507
All Other Contributions
$203,672
Change in Net Assets
$61,155
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$177,433
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Depreciation Depletion$106,207$0$0$106,207
Insurance$17,605$0$0$17,605
Advertising$0$3,687$0$3,687
Other Expenses$2,946$0$0$2,946
Office Expenses$0$2,932$0$2,932
Conferences and Meetings$0$1,038$0$1,038
Total Functional Expenses$166,776$10,657$0$177,433
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$162,574
Fundraising Direct Expenses$128,067
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Sportsman Night$118,166$118,166$8,984$109,182
50 Gun Raffle$44,407$44,407$8,515$35,892
Total Events$162,573$162,573$128,067$34,506
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
Audit committee
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
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No
Filing and Contact Details

Filer

Filer Name
Scimitar Foundation Inc
EIN
39-1079957
Phone
4149334700
Address
3000 West Wisconsin Ave, Milwaukee, WI 53208

Signing Officer

Name
Kevin Breitzmann
Title
Treasurer
Phone
4149334700
Signed
2017-08-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Gerry Arnholt
Formed
1995
Legal Domicile
Wi
Voting Board Members
17
Independent Board Members
17
Employees
0
Volunteers
50

Preparer

Firm
Kevin Breitzmann CPA
Address
W142N10038 SUNBURST CT, GERMANTOWN, WI 53022-5393
Preparer
Kevin Breitzmann
Phone
4145262301
Supplemental Narrative

Additional Explanations

Pt XI

Other Changes to Net Assets Represent Rounding variances

Pt VI, Line 11B

The 990 is sent to the Treasurer and the President for review before filing.

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IRS990/OtherExpensesGrp/ManagementAndGeneralAmt23000
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt30
IRS990/OtherExpensesGrp/ProgramServicesAmt037755
IRS990/OtherExpensesGrp/ProgramServicesAmt12263
IRS990/OtherExpensesGrp/ProgramServicesAmt20
IRS990/OtherExpensesGrp/ProgramServicesAmt32946
IRS990/OtherExpensesGrp/TotalAmt037755
IRS990/OtherExpensesGrp/TotalAmt12263
IRS990/OtherExpensesGrp/TotalAmt23000
IRS990/OtherExpensesGrp/TotalAmt32946
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0GERRY ARNHOLT
IRS990/PriorPeriodAdjustmentsAmt0-311
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0186795
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt01416
IRS990/PYOtherExpensesAmt0173264
IRS990/PYOtherRevenueAmt035283
IRS990/PYRevenuesLessExpensesAmt050230
IRS990/PYTotalExpensesAmt0173264
IRS990/PYTotalRevenueAmt0223494
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt061155
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0263580
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0236949
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0238179
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0222078
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt030649
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt045275
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0190507
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0726688
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt0409
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt01416
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt01493
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt03117
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt02419
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt08854
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt0409
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt01416
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt01493
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt03117
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt02419
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt08854
IRS990ScheduleA/InvestmentIncomeCYPct00.01200
IRS990ScheduleA/InvestmentIncomePYPct00.03410
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00
IRS990ScheduleA/PublicSupportCY509Pct00.98800
IRS990ScheduleA/PublicSupportPY509Pct00.96590
IRS990ScheduleA/PublicSupportTotal170Amt00
IRS990ScheduleA/PublicSupportTotal509Amt0726688
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0238179
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0222078
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt030649
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt045275
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0190507
IRS990ScheduleA/Total509Grp/TotalAmt0726688
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0735542
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/BuildingsGrp/BookValueAmt0706780
IRS990ScheduleD/BuildingsGrp/DepreciationAmt01229565
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt01936345
IRS990ScheduleD/EquipmentGrp/DepreciationAmt08935
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt08935
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt083113
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt0101584
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt0184697
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0789893
IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesEvent1Amt0500
IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesEvent2Amt06759
IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesTotalEventsAmt07259
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt0128067
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Sportsman Night
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm050 Gun Raffle
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt021026
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt021026
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt0118166
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt044407
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt0162573
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt0118166
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt044407
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt0162573
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt034506
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesEvent1Amt063144
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesEvent2Amt019139
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesTotalEventsAmt082283
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt017499
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt08984
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt08515
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Other Changes to Net Assets Represent Rounding variances
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1The 990 is sent to the Treasurer and the President for review before filing.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Pt XI
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Pt VI, Line 11b
IRS990ScheduleR/AssetExchangeInd0false
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0false
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0Tripoli Shrine Temple
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0390664650
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(c)(10)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0WI
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0Support Shriners Hospitals
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt03000 W Wisconsin Ave
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0Milwaukee
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0WI
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd053208
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd0false
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd0false
IRS990ScheduleR/PaidEmployeesSharingInd0false
IRS990ScheduleR/PerformOfServicesByOtherOrgInd0false
IRS990ScheduleR/PerformOfServicesForOthOrgInd0false
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd0false
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd0false
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd0true
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd0true
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd0false
IRS990ScheduleR/SharingOfFacilitiesInd0false
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt01
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt125284

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.83$0.09$0.74$0.06$0.14$0.08
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.90$0.08$0.82$0.19$0.23$0.04
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.96$0.10$0.86$0.14$0.15$0.01
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.97$0.10$0.87$0.14$0.20$0.07
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.02$0.08$0.94$0.22$0.21$0.00
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.97$0.03$0.93$0.13$0.26$0.13
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.11$0.04$1.07$0.07$0.24$0.17
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.25$0.01$1.24$0.21$0.23$0.02
2017Detailed filing. Detailed filing data is available for this year.$1.27$0.00$1.26$0.24$0.18$0.06
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.16$0.01$1.16$0.03$0.14$0.11
2014XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.30$0.03$1.26$0.05$0.18$0.13
2013Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$1.43$0.03$1.39$0.19$0.15$0.04
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.40$0.05$1.35$0.17
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.46$0.03$1.43$0.17
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2017 filings • 501(c)3 • $1M-$5M nonprofits