Civic Intelligence

Iowa Scottish Rite Masonic Foundation

990 • Fiscal year 2017 • EIN 42-6060659

Jan 01, 2017 to Dec 31, 2017 • Filed on Sep 28, 2018

Organization ProfileIASCOTTISHRITE.ORG
519 Park StreetDes Moines, IA 50309-1680

(515) 288-8429

Siviq Scores

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

Liabilities / Assets

7th percentile

0.00x

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

2017 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2017

Liabilities / Revenue

7th percentile

0.00x

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

2017 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2017

Net Margin

27th percentile

-3.7%

Higher net margin than 27% of similar nonprofits.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2017

Top Officer Pay

21st percentile

$26,500

Higher top officer pay than 21% of similar nonprofits.

Top officer pay equals 7.4% of source-year revenue.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2017

Asset Growth

34th percentile

-0.2%

Faster asset growth than 34% of similar nonprofits.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2016 to 2017

Revenue Growth

53rd percentile

5.8%

Faster revenue growth than 53% of similar nonprofits.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets7th percentile

Assets

Down

$6,006,961

Down $13,063 (-0.2%) from 2016

Net Assets

Down

$6,006,961

Down $13,063 (-0.2%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue7th percentileNet Margin27th percentile

Revenue

Up

$357,668

Up $19,711 (+5.8%) from 2016

Expenses

Up

$370,731

Up $9,781 (+2.7%) from 2016

Net Income

Up

-$13,063

Up $9,930 (+43%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth34th percentile

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

$15M$10M$5.0M$0Assets 2011: $5,516,846Liabilities 2011: $13,405Net Assets 2011: $5,503,4412011Assets 2012: $5,450,856Liabilities 2012: $0Net Assets 2012: $5,450,8562012Assets 2013: $5,643,165Liabilities 2013: $0Net Assets 2013: $5,643,1652013Assets 2014: $5,687,369Liabilities 2014: $0Net Assets 2014: $5,687,3692014Assets 2015: $6,043,017Liabilities 2015: $0Net Assets 2015: $6,043,0172015Assets 2016: $6,020,024Liabilities 2016: $0Net Assets 2016: $6,020,0242016Assets 2017: $6,006,961Liabilities 2017: $0Net Assets 2017: $6,006,9612017Assets 2018: $5,928,269Liabilities 2018: $0Net Assets 2018: $5,928,2692018Assets 2019: $5,744,750Liabilities 2019: $0Net Assets 2019: $5,744,7502019Assets 2020: $5,840,332Liabilities 2020: $0Net Assets 2020: $5,840,3322020Assets 2021: $6,329,992Liabilities 2021: $0Net Assets 2021: $6,329,9922021Assets 2022: $6,289,357Liabilities 2022: $0Net Assets 2022: $6,289,3572022Assets 2023: $8,063,250Liabilities 2023: $7,237Net Assets 2023: $8,056,0132023Assets 2024: $10,271,426Liabilities 2024: $0Net Assets 2024: $10,271,4262024

Highlighted filing

2017

Assets$6,006,961
Liabilities$0
Net Assets$6,006,961
Open 2017 Filing

Operations Trend

Revenue Growth53rd percentile

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

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2011: $239,622Expenses 2011: $418,546Net Income 2011: -$178,9242011Revenue 2012: $210,183Expenses 2012: $262,768Net Income 2012: -$52,5852012Revenue 2013: $528,329Expenses 2013: $336,020Net Income 2013: $192,3092013Revenue 2014: $375,960Expenses 2014: $331,756Net Income 2014: $44,2042014Revenue 2015: $707,357Expenses 2015: $351,709Net Income 2015: $355,6482015Revenue 2016: $337,957Expenses 2016: $360,950Net Income 2016: -$22,9932016Revenue 2017: $357,668Expenses 2017: $370,731Net Income 2017: -$13,0632017Revenue 2018: $314,732Expenses 2018: $393,424Net Income 2018: -$78,6922018Revenue 2019: $194,684Expenses 2019: $378,203Net Income 2019: -$183,5192019Revenue 2020: $488,412Expenses 2020: $392,830Net Income 2020: $95,5822020Revenue 2021: $862,650Expenses 2021: $372,992Net Income 2021: $489,6582021Revenue 2022: $346,494Expenses 2022: $387,129Net Income 2022: -$40,6352022Revenue 2023: $449,990Expenses 2023: $394,398Net Income 2023: $55,5922023Revenue 2024: $2,078,422Expenses 2024: $400,765Net Income 2024: $1,677,6572024

Highlighted filing

2017

Revenue$357,668
Expenses$370,731
Net Income-$13,063
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Sep 28, 2018
Return Version
2017v2.3
Gross Receipts
$2,524,556
Mission and Program Overview

Mission

The organization is the joint charitable arm of the five scottish rite valleys in iowa and provides the organizational framework for the formal charitable giving of iowa's scottish rite members. See schedule o.the organization has three areas of focus: rite care, support of programs that combat alzheimer's disease, and local charitable efforts.

Maintain funds for charitable, religious, scientific, literary, or educational purposes.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$5,897,661$5,949,035▲ $51,374
Investments Other Securities$37,527$37,527→ $0
Savings and Temporary Cash Investments$84,836$20,399▼ $64,437
Total Assets$6,020,024$6,006,961▼ $13,063
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$6,020,024$6,006,961▼ $13,063
Total Net Assets Fund Balance$6,020,024$6,006,961▼ $13,063
Total Liabilities and Net Assets / Fund Balance$6,020,024$6,006,961▼ $13,063
Compensation and Service Providers
Top Officer Pay21st percentile

Employees

NameTitleFull / Part TimeBaseTotal
Shane HarshbargerSecretary /director DeveloPT$26,500$26,500

Board Members and Trustees

NameTitle
Steven G JacobsPresident
Richard G LangdonPresident Emeritus
Charles D YatesVice President
H Chris EichmeierVice President
John H GhristVice President
Robert E Breckenridge IiVice President
William C JacobsonVice President
Bryce B HildrethDirector
Dennis R SoebbingDirector
Donald E MosierDirector
Douglas B MarxDirector
Gary L SisselDirector
Howard C Neese IiDirector
John M KlausDirector
Russ RisleyDirector
Thomas D CoxDirector
Thomas HumbertDirector
Jack R SchreiberTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$36,934
Program Service Revenue
$0
Investment Income
$320,734
Other Revenue
$0
All Other Contributions
$36,934
Change in Net Assets
$-13,063
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$235,000
Other Expenses$107,067
Salaries, Compensation, and Employee Benefits$28,664
Total Fundraising Expense$6,786
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$210,000--$210,000
Fees for Service Investment Mgmnt Fees$24,252$4,547$1,516$30,315
Current Officers, Directors, Trustees, and Key Employees$21,200$3,975$1,325$26,500
Grants to Domestic Individuals$25,000--$25,000
Insurance$16,974$3,183$1,061$21,218
Office Expenses$7,859$1,473$491$9,823
Conferences and Meetings$4,473$839$280$5,592
Occupancy$3,360$630$210$4,200
Fees for Services Accounting$2,950$553$184$3,687
All Other Expenses$2,365$443$147$2,955
Payroll Taxes$1,731$325$108$2,164
Other Expenses$1,400$263$87$1,750
Total Functional Expenses$343,584$20,361$6,786$370,731
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Alzheimer Association Ia ChapterWest Des Moines, IA501(c)(3)Alzeheimer Programs$40,000
St Ambrose UniversityDavenport, IAGOV'T / UNIVERSITYSpeech / Language Disorder$32,500
University of Northern IowaCedar Falls, IAGOV'T / UNIVERSITYSpeech / Language Disorder$32,500
ChildserveJohnston, IA501(c)(3)Speech / Language Disorder$25,000
Temple Historic Preservation FoundationWashington, DC501(c)(3)Preservation Rite Temple Funds$20,000
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

“A draft copy of the 990 is made available to management and directors to review prior to filing.”

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

“At the annual meeting, the board of directors will need to sign a form stating that there is no conflicts of interest.”

Form 990, Part VI, Section B, Line 15

“The board annually reviews the compensation, work load, and duties of the executive director.”

Form 990, Part VI, Section C, Line 19

“All documents required to be made public are available from the organization's offices upon request.”

Filing and Contact Details

Filer

Filer Name
Iowa Scottish Rite Masonic Foundation
EIN
42-6060659
Phone
5152888429
Address
519 PARK STREET, DES MOINES, IA 50309-1680

Signing Officer

Name
Shane Harshbarger
Title
Executive Director
Phone
5152888429
Signed
2018-09-28
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Steven G Jacobs
Formed
1959
Legal Domicile
Ia
Voting Board Members
19
Independent Board Members
18
Employees
1
Volunteers
50

Preparer

Firm
Meriwether Wilson and Company Pllc
Address
4500 WESTOWN PARKWAY SUITE 140, WEST DES MOINES, IA 50266-6717
Preparer
Wendy G Wiedner
Phone
5152230002
Raw XML AppendixShowing 400 of 524 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/ActivityOrMissionDesc0MAINTAIN FUNDS FOR CHARITABLE, RELIGIOUS, SCIENTIFIC, LITERARY, OR EDUCATIONAL PURPOSES.
IRS990/AllOtherContributionsAmt036934
IRS990/AllOtherExpensesGrp/FundraisingAmt0147
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt0443
IRS990/AllOtherExpensesGrp/ProgramServicesAmt02365
IRS990/AllOtherExpensesGrp/TotalAmt02955
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0SHANE HARSHBARGER
IRS990/BooksInCareOfDetail/PhoneNum05152888927
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0519 PARK ST
IRS990/BooksInCareOfDetail/USAddress/CityNm0DES MOINES
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0IA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd050309
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOfficerEntInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompCurrentOfcrDirectorsGrp/FundraisingAmt01325
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt03975
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt021200
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt026500
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConferencesMeetingsGrp/FundraisingAmt0280
IRS990/ConferencesMeetingsGrp/ManagementAndGeneralAmt0839
IRS990/ConferencesMeetingsGrp/ProgramServicesAmt04473
IRS990/ConferencesMeetingsGrp/TotalAmt05592
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt036934
IRS990/CYGrantsAndSimilarPaidAmt0235000
IRS990/CYInvestmentIncomeAmt0320734
IRS990/CYOtherExpensesAmt0107067
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0-13063
IRS990/CYSalariesCompEmpBnftPaidAmt028664
IRS990/CYTotalExpensesAmt0370731
IRS990/CYTotalFundraisingExpenseAmt06786
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0357668
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0RITE CARE AND OTHER LOCAL CHARITABLE EFFORTS - RITE CARE IS A PROGRAM TO ASSIST CHILDREN WHO DEMONSTRATE DEFICIENCIES IN A VARIETY OF COMMUNICATION SKILLS, INCLUDING LANGUAGE COMPREHENSION, LANGUAGE EXPRESSION, PHONOLOGICAL AWARENESS AND PRELITERACY SKILLS. THE FOUNDATION HAS PROGRAMS ASSOCIATED WITH THE UNIVERSITY OF NORTHERN IOWA AND ST. AMBROSE UNIVERSITY. IN ADDITION TO THE PROGRAMS THAT SPECIFICALLY BENEFIT CHILDREN, THE ORGANIZATION ALSO FUNDS SCHOLARSHIPS FOR STUDENTS STUDYING TO BECOME SPEECH AND LANGUAGE CLINICIANS. DURING 2017, THE FOUNDATION PROVIDED SCHOLARSHIPS TO 5 STUDENTS, GRANTS TO 2 EDUCATIONAL INSTITUTIONS AND GRANTS TO 26 CHARITABLE ORGANIZATIONS.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt01
IRS990/EmploymentTaxReturnsFiledInd01
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt0264743
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/FundraisingAmt0184
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt0553
IRS990/FeesForServicesAccountingGrp/ProgramServicesAmt02950
IRS990/FeesForServicesAccountingGrp/TotalAmt03687
IRS990/FeesForSrvcInvstMgmntFeesGrp/FundraisingAmt01516
IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt04547
IRS990/FeesForSrvcInvstMgmntFeesGrp/ProgramServicesAmt024252
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt030315
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt61.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt71.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt81.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt920.00
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/AverageHoursPerWeekRt161.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt171.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt181.00
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/IndividualTrusteeOrDirectorInd16X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd17X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd18X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OfficerInd5X
IRS990/Form990PartVIISectionAGrp/OfficerInd6X
IRS990/Form990PartVIISectionAGrp/OfficerInd7X
IRS990/Form990PartVIISectionAGrp/OfficerInd8X
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/OtherCompensationAmt160
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt170
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt180
IRS990/Form990PartVIISectionAGrp/PersonNm0JOHN M KLAUS
IRS990/Form990PartVIISectionAGrp/PersonNm1RICHARD G LANGDON
IRS990/Form990PartVIISectionAGrp/PersonNm2JACK R SCHREIBER
IRS990/Form990PartVIISectionAGrp/PersonNm3DOUGLAS B MARX
IRS990/Form990PartVIISectionAGrp/PersonNm4H CHRIS EICHMEIER
IRS990/Form990PartVIISectionAGrp/PersonNm5BRYCE B HILDRETH
IRS990/Form990PartVIISectionAGrp/PersonNm6DONALD E MOSIER
IRS990/Form990PartVIISectionAGrp/PersonNm7WILLIAM C JACOBSON
IRS990/Form990PartVIISectionAGrp/PersonNm8HOWARD C NEESE II
IRS990/Form990PartVIISectionAGrp/PersonNm9SHANE HARSHBARGER
IRS990/Form990PartVIISectionAGrp/PersonNm10DENNIS R SOEBBING
IRS990/Form990PartVIISectionAGrp/PersonNm11STEVEN G JACOBS
IRS990/Form990PartVIISectionAGrp/PersonNm12ROBERT E BRECKENRIDGE II
IRS990/Form990PartVIISectionAGrp/PersonNm13JOHN H GHRIST
IRS990/Form990PartVIISectionAGrp/PersonNm14THOMAS D COX
IRS990/Form990PartVIISectionAGrp/PersonNm15GARY L SISSEL
IRS990/Form990PartVIISectionAGrp/PersonNm16CHARLES D YATES
IRS990/Form990PartVIISectionAGrp/PersonNm17RUSS RISLEY
IRS990/Form990PartVIISectionAGrp/PersonNm18THOMAS HUMBERT
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/ReportableCompFromOrgAmt926500
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt180
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/ReportableCompFromRltdOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt180
IRS990/Form990PartVIISectionAGrp/TitleTxt0DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt1PRESIDENT EMERITUS
IRS990/Form990PartVIISectionAGrp/TitleTxt2TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9SECRETARY /DIRECTOR DEVELO
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt12VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt13VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt14DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt15DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt16VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt17DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt18DIRECTOR
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01959
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedInd00
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt0159290
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt019
IRS990/GrantAmt0183500
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt025000
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt025000
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt0210000
IRS990/GrantsToDomesticOrgsGrp/TotalAmt0210000
IRS990/GrantsToIndividualsInd01
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt02326178
IRS990/GrossReceiptsAmt02524556
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt018
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InsuranceGrp/FundraisingAmt01061
IRS990/InsuranceGrp/ManagementAndGeneralAmt03183
IRS990/InsuranceGrp/ProgramServicesAmt016974
IRS990/InsuranceGrp/TotalAmt021218
IRS990/InvestmentIncomeGrp/ExclusionAmt0161444
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0161444
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt037527
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt037527
IRS990/InvestmentsPubTradedSecGrp/BOYAmt05897661
IRS990/InvestmentsPubTradedSecGrp/EOYAmt05949035
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0IA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt02166888
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0THE ORGANIZATION IS THE JOINT CHARITABLE ARM OF THE FIVE SCOTTISH RITE VALLEYS IN IOWA AND PROVIDES THE ORGANIZATIONAL FRAMEWORK FOR THE FORMAL CHARITABLE GIVING OF IOWA'S SCOTTISH RITE MEMBERS. SEE SCHEDULE O.THE ORGANIZATION HAS THREE AREAS OF FOCUS: RITE CARE, SUPPORT OF PROGRAMS THAT COMBAT ALZHEIMER'S DISEASE, AND LOCAL CHARITABLE EFFORTS.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt06020024
IRS990/NetAssetsOrFundBalancesEOYAmt06006961
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0159290
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0159290
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/FundraisingAmt0210
IRS990/OccupancyGrp/ManagementAndGeneralAmt0630
IRS990/OccupancyGrp/ProgramServicesAmt03360
IRS990/OccupancyGrp/TotalAmt04200
IRS990/OfficeExpensesGrp/FundraisingAmt0491
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt01473
IRS990/OfficeExpensesGrp/ProgramServicesAmt07859
IRS990/OfficeExpensesGrp/TotalAmt09823
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0EDUCATIONAL EVENTS
IRS990/OtherExpensesGrp/Desc1HERITAGE FUND
IRS990/OtherExpensesGrp/Desc2PRINTING
IRS990/OtherExpensesGrp/Desc3WEB PROJECT
IRS990/OtherExpensesGrp/FundraisingAmt0881
IRS990/OtherExpensesGrp/FundraisingAmt1259
IRS990/OtherExpensesGrp/FundraisingAmt2237
IRS990/OtherExpensesGrp/FundraisingAmt387
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt02643
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt1777
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt2710
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt3263
IRS990/OtherExpensesGrp/ProgramServicesAmt014094
IRS990/OtherExpensesGrp/ProgramServicesAmt14142
IRS990/OtherExpensesGrp/ProgramServicesAmt23784
IRS990/OtherExpensesGrp/ProgramServicesAmt31400
IRS990/OtherExpensesGrp/TotalAmt017618
IRS990/OtherExpensesGrp/TotalAmt15178
IRS990/OtherExpensesGrp/TotalAmt24731
IRS990/OtherExpensesGrp/TotalAmt31750
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/FundraisingAmt0108
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt0325
IRS990/PayrollTaxesGrp/ProgramServicesAmt01731
IRS990/PayrollTaxesGrp/TotalAmt02164
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0STEVEN G JACOBS
IRS990/ProfessionalFundraisingInd00
IRS990/ProgSrvcAccomActy2Grp/Desc0THE IOWA SCOTTISH RITE MASONIC FOUNDATION SUPPORTS A VARIETY OF PROGRAMS TO COMBAT THE DEBILITATING DISEASE OF ALZHEIMER'S. THE FOUNDATION FUNDS PROGRAMS IN CONJUCTION WITH THE ALZHEIMER'S ASSOCIATION AND OTHER LOCAL PROGRAMS TO ASSIST BOTH PATIENTS AND CAREGIVERS. DURING 2017, THE FOUNDATION PROVIDED GRANTS TO 5 ORGANIZATIONS.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt078841
IRS990/ProgSrvcAccomActy2Grp/GrantAmt051500
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt047261
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0232350
IRS990/PYInvestmentIncomeAmt0290696
IRS990/PYOtherExpensesAmt0101484
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0-22993
IRS990/PYSalariesCompEmpBnftPaidAmt027116
IRS990/PYTotalExpensesAmt0360950
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0337957
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0-13063
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt084836
IRS990/SavingsAndTempCashInvstGrp/EOYAmt020399
IRS990ScheduleA/FactsAndCircumstancesTestTxt0THE SCOTTISH RITE FOUNDATION COLLECTS MANY SMALL CONTRIBUTIONS FROM A BROAD BASE OF DONORS, AND HAS DONE SO FOR MANY YEARS. IN 2017, IT CONTINUED TO BE ORGANIZED AND OPERATED IN A MANNER TO ATTRACT NEW AND ADDITIONAL CONTRIBUTIONS FROM THE DES MOINES CONSISTORY MEMBERSHIP, AND IT MAINTAINED A CONTINUOUS PROGRAM TO SOLICIT CONTRIBUTIONS FROM THOSE MEMBERS AND OTHERS. IN ADDITION, OVER 10% OF ITS SUPPORT CAME FROM THIS BROAD BASE.
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt036934
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt047261
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt073091
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt025156
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt032748
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0215190
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0161444
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0165518
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0180238
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0154364
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0153651
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0815215
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.18030
IRS990ScheduleA/PublicSupportPY170Pct00.17890
IRS990ScheduleA/PublicSupportTotal170Amt0185798
IRS990ScheduleA/SubstantialContributorsTotAmt029392
IRS990ScheduleA/TenPctFactsCrcmstncsTestCYInd0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt036934
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt047261
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt073091
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt025156
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt032748
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0215190
IRS990ScheduleA/TotalSupportAmt01030405
IRS990/ScheduleBRequiredInd01
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt025000
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0BRIGHT SCHOLAR - SCHOLARSHIPS
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt05
IRS990ScheduleI/RecipientTable/CashGrantAmt032500
IRS990ScheduleI/RecipientTable/CashGrantAmt140000
IRS990ScheduleI/RecipientTable/CashGrantAmt220000
IRS990ScheduleI/RecipientTable/CashGrantAmt332500
IRS990ScheduleI/RecipientTable/CashGrantAmt425000
IRS990ScheduleI/RecipientTable/IRCSectionDesc0GOV'T / UNIVERSITY
IRS990ScheduleI/RecipientTable/IRCSectionDesc1501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc2501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc3GOV'T / UNIVERSITY
IRS990ScheduleI/RecipientTable/IRCSectionDesc4501(C)(3)
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0SPEECH / LANGUAGE DISORDER
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1ALZEHEIMER PROGRAMS
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt2PRESERVATION RITE TEMPLE FUNDS
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt3SPEECH / LANGUAGE DISORDER
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt4SPEECH / LANGUAGE DISORDER
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0ST AMBROSE UNIVERSITY
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1ALZHEIMER ASSOCIATION IA CHAPTER
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt2TEMPLE HISTORIC PRESERVATION FOUNDATION
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt3UNIVERSITY OF NORTHERN IOWA
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt4CHILDSERVE

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$6,006,961
Liabilities
$0
Net assets
$6,006,961
Revenue
$357,668
Expenses
$370,731
Net income
-$13,063
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$10.3$0.00$10.3$2.08$0.40$1.68
2023Detailed filing. Detailed filing data is available for this year.$8.06$0.01$8.06$0.45$0.39$0.06
2022Detailed filing. Detailed filing data is available for this year.$6.29$0.00$6.29$0.35$0.39$0.04
2021Detailed filing. Detailed filing data is available for this year.$6.33$0.00$6.33$0.86$0.37$0.49
2020Detailed filing. Detailed filing data is available for this year.$5.84$0.00$5.84$0.49$0.39$0.10
2019Detailed filing. Detailed filing data is available for this year.$5.74$0.00$5.74$0.19$0.38$0.18
2018Detailed filing. Detailed filing data is available for this year.$5.93$0.00$5.93$0.31$0.39$0.08
2017Detailed filing. Detailed filing data is available for this year.$6.01$0.00$6.01$0.36$0.37$0.01
2016Summary only. Only limited summary data is available for this year.$6.02$0.00$6.02$0.34$0.36$0.02
2015Summary only. Only limited summary data is available for this year.$6.04$0.00$6.04$0.71$0.35$0.36
2014Summary only. Only limited summary data is available for this year.$5.69$0.00$5.69$0.38$0.33$0.04
2013Summary only. Only limited summary data is available for this year.$5.64$0.00$5.64$0.53$0.34$0.19
2012Summary only. Only limited summary data is available for this year.$5.45$0.00$5.45$0.21$0.26$0.05
2011Summary only. Only limited summary data is available for this year.$5.52$0.01$5.50$0.24$0.42$0.18
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2017 filings • 501(c)3 • $5M-$10M nonprofits