Civic Intelligence

Scottish Rite Park Inc.

990 • Fiscal year 2020 • EIN 42-0950776

Nov 01, 2019 to Oct 31, 2020 • Filed on Sep 10, 2021

Organization ProfileWWW.SCOTTISHRITEPARK.COM

View Organization Page

2909 Woodland AvenueDes Moines, IA 50312

(515) 274-4614

Siviq Scores

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

Liabilities / Assets

85th percentile

0.77x

Higher debt load relative to assets than 85% of similar nonprofits.

2020 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2020

Liabilities / Revenue

85th percentile

1.89x

Higher debt load relative to revenue than 85% of similar nonprofits.

2020 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2020

Net Margin

54th percentile

5.3%

Higher net margin than 54% of similar nonprofits.

2020 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2020

Top Officer Pay

58th percentile

$278,709

Higher top officer pay than 58% of similar nonprofits.

Top officer pay equals 2.7% of source-year revenue.

2020 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2020

Asset Growth

64th percentile

13%

Faster asset growth than 64% of similar nonprofits.

2020 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2019 to 2020

Revenue Growth

64th percentile

8.9%

Faster revenue growth than 64% of similar nonprofits.

2020 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets85th percentile

Assets

Up

$25,028,424

Up $2,819,525 (+13%) from 2019

Net Assets

Up

$5,769,202

Up $600,228 (+12%) from 2019

Liabilities

Up

$19,259,222

Up $2,219,297 (+13%) from 2019

Revenue And Expenses
Liabilities / Revenue85th percentileNet Margin54th percentile

Revenue

Up

$10,213,355

Up $835,208 (+8.9%) from 2019

Expenses

Up

$9,668,348

Up $482,117 (+5.2%) from 2019

Net Income

Up

$545,007

Up $353,091 (+184%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth64th percentile

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

$40M$30M$20M$10M$0Assets 2010: $11,070,329Liabilities 2010: $3,532,033Net Assets 2010: $7,538,2962010Assets 2011: $13,192,400Liabilities 2011: $4,882,338Net Assets 2011: $8,310,0622011Assets 2012: $13,896,337Liabilities 2012: $4,337,295Net Assets 2012: $9,559,0422012Assets 2013: $15,218,909Liabilities 2013: $5,361,925Net Assets 2013: $9,856,9842013Assets 2014: $18,015,314Liabilities 2014: $6,902,128Net Assets 2014: $11,113,1862014Assets 2015: $18,833,169Liabilities 2015: $8,576,277Net Assets 2015: $10,256,8922015Assets 2016: $18,217,602Liabilities 2016: $6,417,619Net Assets 2016: $11,799,9832016Assets 2017: $20,029,010Liabilities 2017: $7,507,756Net Assets 2017: $12,521,2542017Assets 2018: $19,931,303Liabilities 2018: $12,412,548Net Assets 2018: $7,518,7552018Assets 2019: $22,208,899Liabilities 2019: $17,039,925Net Assets 2019: $5,168,9742019Assets 2020: $25,028,424Liabilities 2020: $19,259,222Net Assets 2020: $5,769,2022020Assets 2021: $26,703,712Liabilities 2021: $21,528,056Net Assets 2021: $5,175,6562021Assets 2022: $26,048,274Liabilities 2022: $20,661,632Net Assets 2022: $5,386,6422022Assets 2023: $28,968,184Liabilities 2023: $23,955,677Net Assets 2023: $5,012,5072023Assets 2024: $30,739,021Liabilities 2024: $26,566,654Net Assets 2024: $4,172,3672024

Highlighted filing

2020

Assets$25,028,424
Liabilities$19,259,222
Net Assets$5,769,202
Open 2020 Filing

Operations Trend

Revenue Growth64th percentile

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

$15M$10M$5.0M$0-$5.0MExpenses 2010: $5,724,2392010Expenses 2011: $6,058,9352011Expenses 2012: $6,787,5992012Expenses 2013: $7,035,6422013Revenue 2014: $8,496,201Expenses 2014: $7,827,833Net Income 2014: $668,3682014Revenue 2015: $8,157,836Expenses 2015: $7,801,591Net Income 2015: $356,2452015Revenue 2016: $8,806,117Expenses 2016: $8,649,411Net Income 2016: $156,7062016Revenue 2017: $9,397,115Expenses 2017: $8,715,833Net Income 2017: $681,2822017Revenue 2018: $7,922,204Expenses 2018: $8,878,639Net Income 2018: -$956,4352018Revenue 2019: $9,378,147Expenses 2019: $9,186,231Net Income 2019: $191,9162019Revenue 2020: $10,213,355Expenses 2020: $9,668,348Net Income 2020: $545,0072020Revenue 2021: $10,075,372Expenses 2021: $10,720,931Net Income 2021: -$645,5592021Revenue 2022: $10,695,226Expenses 2022: $11,359,635Net Income 2022: -$664,4092022Revenue 2023: $11,185,782Expenses 2023: $11,589,252Net Income 2023: -$403,4702023Revenue 2024: $12,262,839Expenses 2024: $13,335,454Net Income 2024: -$1,072,6152024

Highlighted filing

2020

Revenue$10,213,355
Expenses$9,668,348
Net Income$545,007
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Nov 1, 2019 to Oct 31, 2020
Signed
Sep 10, 2021
Return Version
2019v5.2
Gross Receipts
$10,213,355
Mission and Program Overview

Mission

Operate an independent retirement facility in a manner which provides residents the freedom of an active lifestyle in a gracious attractive setting. In case of an accident or illness, a 24 hour health services facility or residential care is available. Scottish rite park has 153 independent living units, 51 dually certified icf/snf beds and a 25 bed residential care facility.

Operate an independent retirement facility in a manner which provides residents the freedom of an active lifestyle in a gracious attractive setting. In case of an accident or illness, a 24 hour health services facility or residential care is available. Scottish rite park has 156 independent living units, 51 dually certified icf/snf beds and a 25 bed residential care facitiliy.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$17,812,298$18,676,894▲ $864,596
Cash and Non-Interest-Bearing Accounts$982,516$2,596,291▲ $1,613,775
Accounts Receivable$613,219$602,594▼ $10,625
Prepaid Expenses and Deferred Charges$243,698$223,182▼ $20,516
Total Assets$22,208,899$25,028,424▲ $2,819,525
Other Assets Total$2,557,168$2,929,463▲ $372,295
Liabilities
Deferred Revenue$14,475,968$15,114,351▲ $638,383
Mortgage Notes Payable Secured by Investment Property$1,052,521$3,000,000▲ $1,947,479
Accounts Payable and Accrued Expenses$1,377,755$779,377▼ $598,378
Other Liabilities$133,681$365,494▲ $231,813
Total Liabilities$17,039,925$19,259,222▲ $2,219,297
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$4,596,344$5,196,572▲ $600,228
Net Assets With Donor Restrictions$572,630$572,630→ $0
Total Net Assets Fund Balance$5,168,974$5,769,202▲ $600,228
Total Liabilities and Net Assets / Fund Balance$22,208,899$25,028,424▲ $2,819,525

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$18,575,316$22,959,367$41,534,683
Land$101,578-$101,578
Other Assets Org$1,283,618--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2019$572,630---$572,630
2018$572,630---$572,630
2017$547,169$25,461--$572,630
2016$513,450$33,719--$547,169
2015$502,274$11,176--$513,450
Compensation and Service Providers
Top Officer Pay58th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Daniel BoorChief Executive OfficerFT$246,792$31,917$278,709
Elizabeth DawleyChief Financial OfficerFT$105,929$23,685$129,614
Yvonne RosenbergChief Nursing OfficerFT$94,889$30,703$125,592

Board Members and Trustees

NameTitle
Mark AllenPresident
Paul CareyVice President
Donald J WillisDirector
John GhristDirector
Richard HeinDirector
Richard Koch JrDirector
Susan MortizDirector
Mark ClarkSecretary
John PittmanTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Breiholz Construction CompanyGeneral Contractor1527 MAINE STREET, Des Moines, IA 50314$1,470,176
Millennium RehabPt/ot/st4725 MERLE HAY ROAD, Des Moines, IA 50322$335,226
Hr Lancaster ConstructionGeneral Contractor7865 50TH AVENUE, Prole, IA 50229$330,630
A J Allen Mechanical ContractorsMechanical System320 SE 6TH STREET, Des Moines, IA 50309$256,800
Interior Design SolutionsInterior Design Services1415 GRAND AVENUE, West Des Moines, IA 50265$153,180
Revenue and Support

Revenue Composition

Contributions and Grants
$887,752
Program Service Revenue
$9,251,048
Investment Income
$74,555
Other Revenue
$0
All Other Contributions
$108,917
Change in Net Assets
$545,007
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$5,013,443
Other Expenses$4,654,905
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$3,100,528$773,334-$3,873,862
Depreciation Depletion$1,577,109--$1,577,109
Occupancy$1,126,913$49,467-$1,176,380
Fees for Services Other$525,280$38,266-$563,546
Other Employee Benefits$310,638$116,691-$427,329
Payroll Taxes$307,293$51,980-$359,273
Current Officers, Directors, Trustees, and Key Employees-$352,979-$352,979
Insurance$47,495$62,592-$110,087
Other Expenses$85,181$60,945-$60,945
Interest$49,379--$49,379
Travel-$21,913-$21,913
Fees for Services Accounting-$20,100-$20,100
Fees for Services Legal-$2,622-$2,622
Total Functional Expenses$7,875,325$1,793,023$0$9,668,348
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
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
Mark AllenBoard MemberScottish Rite Park Did Business With a Company (aj Allen and Company) Owned by Board MemberNo$256,800
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Other Current Liabilities$365,494
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
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
Yes
Other officer compensation reviewed
Yes
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 A, line 8B

“The organization does not have any committees with authority to act on behalf of the governing body.”

Form 990, Part VI, Section B, line 11B

“The form 990 is reviewed by management and the treasurer prior to filing the return with the internal revenue service.”

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

“The organization has a compliance officer that monitors conflict of interest compliance through observation and inquiry.”

Form 990, Part VI, Section B, line 15

“Compensation for the ceo is determined, voted on and approved by the organization's board of directors. Compensation for all other officers or key employees is determined and approved by the ceo of the organization with approval from the board of directors.”

Form 990, Part VI, Section C, line 18

“The organization makes its form 1023 and form 990 available upon request at its offices in des moines, iowa.”

Form 990, Part VI, Section C, line 19

“The organization makes its governing documents, conflict of interest policy, and financial statements available upon request at its offices in des moines, iowa. Copies will be provided upon request.”

Filing and Contact Details

Filer

Filer Name
Scottish Rite Park Inc
EIN
42-0950776
Phone
5152744614
Address
2909 WOODLAND AVENUE, DES MOINES, IA 50312

Signing Officer

Name
Elizabeth Dawley
Title
CFO
Phone
5152744614
Signed
2021-09-10
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Daniel Boor
Formed
1973
Legal Domicile
Ia
Voting Board Members
9
Independent Board Members
7
Employees
147
Volunteers
20

Preparer

Firm
Ryun Givens & Company Pc
Address
2900 100TH STREET SUITE 303, URBANDALE, IA 50322
Preparer
Kathy French
Phone
5152253141
Supplemental Narrative

Financial Statement Notes

Part V, Line 4:

“The earnings of endowment funds are to support the nursing facility when designated by the board of directors.”

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IRS990/ActivityOrMissionDesc0OPERATE AN INDEPENDENT RETIREMENT FACILITY IN A MANNER WHICH PROVIDES RESIDENTS THE FREEDOM OF AN ACTIVE LIFESTYLE IN A GRACIOUS ATTRACTIVE SETTING. IN CASE OF AN ACCIDENT OR ILLNESS, A 24 HOUR HEALTH SERVICES FACILITY OR RESIDENTIAL CARE IS AVAILABLE. SCOTTISH RITE PARK HAS 156 INDEPENDENT LIVING UNITS, 51 DUALLY CERTIFIED ICF/SNF BEDS AND A 25 BED RESIDENTIAL CARE FACITILIY.
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IRS990/Desc0SCOTTISH RITE PARK, INC. OWNS AND OPERATES A 13-STORY, 153 UNIT INDEPENDENT RETIREMENT FACILITY, 25 BED RESIDENTIAL CARE FACILITY AND A 51 BED NURSING UNIT TO PROVIDE RESIDENTS THE FREEDOM OF AN ACTIVE LIFESTYLE, IN A GRACIOUS ATTRACTIVE SETTING.
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IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9CHIEF EXECUTIVE OFFICER
IRS990/Form990PartVIISectionAGrp/TitleTxt10CHIEF FINANCIAL OFFICER
IRS990/Form990PartVIISectionAGrp/TitleTxt11CHIEF NURSING OFFICER
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IRS990/MinutesOfCommitteesInd00
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IRS990/MissionDesc0OPERATE AN INDEPENDENT RETIREMENT FACILITY IN A MANNER WHICH PROVIDES RESIDENTS THE FREEDOM OF AN ACTIVE LIFESTYLE IN A GRACIOUS ATTRACTIVE SETTING. IN CASE OF AN ACCIDENT OR ILLNESS, A 24 HOUR HEALTH SERVICES FACILITY OR RESIDENTIAL CARE IS AVAILABLE. SCOTTISH RITE PARK HAS 153 INDEPENDENT LIVING UNITS, 51 DUALLY CERTIFIED ICF/SNF BEDS AND A 25 BED RESIDENTIAL CARE FACILITY.
IRS990/MoreThan5000KToIndividualsInd00
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IRS990/OtherEmployeeBenefitsGrp/TotalAmt0427329
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IRS990/OtherExpensesGrp/Desc1OTHER EXPENSES
IRS990/OtherExpensesGrp/Desc2PUBLIC RELATIONS
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt032159
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt1209975
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt260945
IRS990/OtherExpensesGrp/ProgramServicesAmt0745509
IRS990/OtherExpensesGrp/ProgramServicesAmt185181
IRS990/OtherExpensesGrp/TotalAmt0777668
IRS990/OtherExpensesGrp/TotalAmt1295156
IRS990/OtherExpensesGrp/TotalAmt260945
IRS990/OtherLiabilitiesGrp/BOYAmt0133681
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IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt03100528
IRS990/OtherSalariesAndWagesGrp/TotalAmt03873862
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt051980
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IRS990/PYGrantsAndSimilarPaidAmt03000
IRS990/PYInvestmentIncomeAmt068725
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IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt09237752
IRS990/PYRevenuesLessExpensesAmt0191916
IRS990/PYSalariesCompEmpBnftPaidAmt04707902
IRS990/PYTotalExpensesAmt09186231
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt09378147
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt0545007
IRS990/RegularMonitoringEnfrcInd01
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IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
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IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt09251048
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0887752
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt082925
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0109858
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt019120
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IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt041854
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt045184
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IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt09251048
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IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt07788204
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt09234086
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt08761564
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt044272654
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IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt024933
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IRS990ScheduleA/InvestmentIncomeCYPct00.00530
IRS990ScheduleA/InvestmentIncomePYPct00.00450
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Document Assets

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Filings

Displayed year

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

Open filing
Assets
$25,028,424
Liabilities
$19,259,222
Net assets
$5,769,202
Revenue
$10,213,355
Expenses
$9,668,348
Net income
$545,007
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$30.7$26.6$4.17$12.3$13.3$1.07
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$29.0$24.0$5.01$11.2$11.6$0.40
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$26.0$20.7$5.39$10.7$11.4$0.66
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$26.7$21.5$5.18$10.1$10.7$0.65
2020Detailed filing. Detailed filing data is available for this year.$25.0$19.3$5.77$10.2$9.67$0.55
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$22.2$17.0$5.17$9.38$9.19$0.19
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$19.9$12.4$7.52$7.92$8.88$0.96
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$20.0$7.51$12.5$9.40$8.72$0.68
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$18.2$6.42$11.8$8.81$8.65$0.16
2015Detailed filing. Detailed filing data is available for this year.$18.8$8.58$10.3$8.16$7.80$0.36
2014Detailed filing. Detailed filing data is available for this year.$18.0$6.90$11.1$8.50$7.83$0.67
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$15.2$5.36$9.86$7.04
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$13.9$4.34$9.56$6.79
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$13.2$4.88$8.31$6.06
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$11.1$3.53$7.54$5.72