Civic Intelligence

Scottish Rite Foundation of Missouri Inc.

990 • Fiscal year 2023 • EIN 43-6033388

Jan 01, 2023 to Dec 31, 2023 • Filed on Feb 05, 2024

PO Box 410303St Louis, MO 63141

(314) 533-7410

Siviq Scores

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

Liabilities / Assets

8th percentile

0.00x

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

2023 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2023

Liabilities / Revenue

8th percentile

0.00x

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

2023 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2023

Net Margin

54th percentile

5.5%

Higher net margin than 54% of similar nonprofits.

2023 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2023

Top Officer Pay

22nd percentile

$0

Higher top officer pay than 22% of similar nonprofits.

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

2023 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2023

Asset Growth

65th percentile

11%

Faster asset growth than 65% of similar nonprofits.

2023 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2022 to 2023

Revenue Growth

62nd percentile

13%

Faster revenue growth than 62% of similar nonprofits.

2023 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2022 to 2023

Assets

Flat

$5,196,548

Flat from 2023

Net Assets

Flat

$5,196,548

Flat from 2023

Liabilities

Flat

$0

Flat from 2023

Revenue

Flat

$248,331

Flat from 2023

Expenses

Flat

$234,645

Flat from 2023

Net Income

Flat

$13,686

Flat from 2023

Historical Trend

Balance Sheet Trend

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

$10M$5.0M$0Assets 2010: $8,845,871Liabilities 2010: $7,330Net Assets 2010: $8,838,5412010Assets 2011: $7,457,644Liabilities 2011: $6,092Net Assets 2011: $7,451,5522011Assets 2012: $6,977,542Liabilities 2012: $6,250Net Assets 2012: $6,971,2922012Assets 2013: $6,557,261Liabilities 2013: $6,031Net Assets 2013: $6,551,2302013Assets 2014: $5,347,558Liabilities 2014: $4,925Net Assets 2014: $5,342,6332014Assets 2015: $4,249,646Liabilities 2015: $5,981Net Assets 2015: $4,243,6652015Assets 2016: $4,234,167Liabilities 2016: $4,428Net Assets 2016: $4,229,7392016Assets 2017: $4,679,595Liabilities 2017: $5,981Net Assets 2017: $4,673,6142017Assets 2018: $4,068,148Liabilities 2018: $6,481Net Assets 2018: $4,061,6672018Assets 2019: $4,612,952Liabilities 2019: $0Net Assets 2019: $4,612,9522019Assets 2020: $5,607,987Liabilities 2020: $0Net Assets 2020: $5,607,9872020Assets 2021: $5,540,633Liabilities 2021: $0Net Assets 2021: $5,540,6332021Assets 2022: $4,663,168Liabilities 2022: $0Net Assets 2022: $4,663,1682022Assets 2023: $5,196,548Liabilities 2023: $0Net Assets 2023: $5,196,5482023Assets 2023: $5,196,548Liabilities 2023: $0Net Assets 2023: $5,196,5482023Assets 2024: $5,824,557Liabilities 2024: $0Net Assets 2024: $5,824,5572024

Highlighted filing

2023

Assets$5,196,548
Liabilities$0
Net Assets$5,196,548

Operations Trend

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

$1.0M$500K$0-$500KExpenses 2010: $556,4752010Expenses 2011: $509,7062011Expenses 2012: $506,1302012Revenue 2013: $602,241Expenses 2013: $427,426Net Income 2013: $174,8152013Revenue 2014: $532,621Expenses 2014: $631,745Net Income 2014: -$99,1242014Revenue 2015: $389,029Expenses 2015: $484,223Net Income 2015: -$95,1942015Revenue 2016: $149,632Expenses 2016: $338,974Net Income 2016: -$189,3422016Revenue 2017: $786,187Expenses 2017: $306,106Net Income 2017: $480,0812017Revenue 2018: -$12,114Expenses 2018: $336,094Net Income 2018: -$348,2082018Revenue 2019: $169,157Expenses 2019: $252,938Net Income 2019: -$83,7812019Revenue 2020: $773,965Expenses 2020: $298,358Net Income 2020: $475,6072020Revenue 2021: $814,938Expenses 2021: $216,054Net Income 2021: $598,8842021Revenue 2022: $219,438Expenses 2022: $257,244Net Income 2022: -$37,8062022Revenue 2023: $248,331Expenses 2023: $234,645Net Income 2023: $13,6862023Revenue 2023: $248,331Expenses 2023: $234,645Net Income 2023: $13,6862023Revenue 2024: $295,011Expenses 2024: $250,883Net Income 2024: $44,1282024

Highlighted filing

2023

Revenue$248,331
Expenses$234,645
Net Income$13,686
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Feb 5, 2024
Return Version
2023v5.0
Gross Receipts
$248,331
Mission and Program Overview

Mission

It is the mission of the scottish rite foundation of missouri, inc. To enhance the lives of children of missouri by actively embracing high social, moral, and spiritual value through: the ritecare childhood language program, youth medical and dental assistance, scholarships, and disaster relief.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$4,644,971$5,184,861▲ $539,890
Cash and Non-Interest-Bearing Accounts$18,197$11,687▼ $6,510
Total Assets$4,663,168$5,196,548▲ $533,380
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$4,653,916$5,187,296▲ $533,380
Net Assets With Donor Restrictions$9,252$9,252→ $0
Total Net Assets Fund Balance$4,663,168$5,196,548▲ $533,380
Total Liabilities and Net Assets / Fund Balance$4,663,168$5,196,548▲ $533,380

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings-$2,254$2,254
Other Securities$5,184,861--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2023$1,542,366---$1,542,366
2022$1,542,366---$1,542,366
2021$1,542,366---$1,542,366
2020$1,542,366---$1,542,366
2019$1,542,366---$1,542,366
Compensation and Service Providers

Board Members and Trustees

NameTitle
Randall WilsonBoard Chairm
Kurt WitzelPresident
Bobbie E WhiteDirector
David CollignonDirector
Duane DimmittDirector
Jack KairyDirector
Jr MeaseDirector
Lee RossDirector
Michael JohnsDirector
T Wayne AndersonDirector
Todd SchulzeDirector
Patrick WestSecretary
Robert CockerhamSgig
Jim HardyTreasurer
William ShanseyVice Preside
Aaron ShoemakerVoting Membe
Bret AkersVoting Membe
Christopher NickleVoting Membe
David ApplebyVoting Membe
Ed StarkVoting Membe
Jacob ThompsonVoting Membe
James GilbertVoting Membe
Jim JeffersVoting Membe
Jim KernVoting Membe
Kelly DaughertyVoting Membe
Melvin Lee GordonVoting Membe
Michael DavisVoting Membe
Michael SmithVoting Membe
Mike ShulseVoting Membe
Patrick StewartVoting Membe
Roger FleerVoting Membe
Shan ChristopherVoting Membe
Stanton Brown IiVoting Membe
Ty TreutelaarVoting Membe
Wesley WingfieldVoting Membe
Revenue and Support

Revenue Composition

Contributions and Grants
$97,208
Program Service Revenue
$0
Investment Income
$151,106
Other Revenue
$17
All Other Contributions
$97,208
Change in Net Assets
$13,686
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$112,204
Salaries, Compensation, and Employee Benefits$63,080
Other Expenses$59,361
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$87,874--$87,874
Other Salaries and Wages-$63,000-$63,000
Grants to Domestic Individuals$24,330--$24,330
Fees for Service Investment Mgmnt Fees-$21,278-$21,278
Fees for Services Accounting-$3,052-$3,052
Other Expenses$2,823$2,599-$2,599
All Other Expenses-$617-$617
Office Expenses-$355-$355
Payroll Taxes-$80-$80
Total Functional Expenses$143,664$90,981$0$234,645
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Missouri Demolay (demolaySt Peters, MO501c3Leadership Training$30,000
Ritecare Valley of ColumbiaColumbia, MO501c3Language Program$17,874
Srkc GivingKansas City, MO501c3Language Program$10,000
St Joseph Valley FoundationSt Joseph, MO501c3Language Program$10,000
Valley of Joplin Scottish Rite CareJoplin, MO501c3Language Program$10,000
Walker Scottish Rite Clinic atSt Louis, MO501c3Language Program$10,000
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
Backup withholding compliance
No
Business relationship with 35% controlled entity
No
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, Page 6, Part VI, Line 11B

The board has empowered the audit committee to review the foundation's form 990 annually. A copy of the form 990 was also submitted to all directors for review.

Form 990, Page 6, Part VI, Line 12C

The organization follows up with board members annually to review the conflict of interest policy and to ensure that all members are in compliance.

Form 990, Page 6, Part VI, Line 19

Governing documents, conflict of interest policy, and financial statements are available upon request.

Filing and Contact Details

Filer

Filer Name
Scottish Rite Foundation of
EIN
43-6033388
Phone
3145337410
Address
PO BOX 410303, ST LOUIS, MO 63141

Signing Officer

Name
Randall Wilson
Title
Board Chairman
Phone
3145337410
Signed
2024-02-05
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Randall Wilson
Formed
1946
Legal Domicile
Mo
Voting Board Members
37
Independent Board Members
37
Employees
0

Preparer

Firm
Hardy Wrestler and Associates CPA Pc
Address
PO BOX 1781, JOPLIN, MO 64802
Preparer
Roger Wrestler CPA Cfe Cff Cgma
Phone
4177824919
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S MISSION

It is the mission of the scottish rite foundation of missouri, inc. To enhance the lives of children of missouri by actively embracing high social, moral, and spiritual value through: the ritecare childhood language program, youth medical and dental assistance, scholarships, and disaster relief.

Form 990, Page 2, Part III, Line 4D

Other programs include benevolence and other grants - to grant limited financial assistance for medical, dental, and personal needs of deserving children. Also to provide financial assistance to those affected by natural disasters and to provide financial assistance to missouri demolay to offset expenses related to insurance and leadership training.

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IRS990/Form990PartVIISectionAGrp/TitleTxt0BOARD CHAIRM
IRS990/Form990PartVIISectionAGrp/TitleTxt1PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt2VICE PRESIDE
IRS990/Form990PartVIISectionAGrp/TitleTxt3TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt4SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6SGIG
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9VOTING MEMBE
IRS990/Form990PartVIISectionAGrp/TitleTxt10VOTING MEMBE
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt12VOTING MEMBE
IRS990/Form990PartVIISectionAGrp/TitleTxt13VOTING MEMBE
IRS990/Form990PartVIISectionAGrp/TitleTxt14VOTING MEMBE
IRS990/Form990PartVIISectionAGrp/TitleTxt15DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt16VOTING MEMBE
IRS990/Form990PartVIISectionAGrp/TitleTxt17DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt18VOTING MEMBE
IRS990/Form990PartVIISectionAGrp/TitleTxt19VOTING MEMBE
IRS990/Form990PartVIISectionAGrp/TitleTxt20DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt21VOTING MEMBE
IRS990/Form990PartVIISectionAGrp/TitleTxt22VOTING MEMBE
IRS990/Form990PartVIISectionAGrp/TitleTxt23VOTING MEMBE
IRS990/Form990PartVIISectionAGrp/TitleTxt24VOTING MEMBE
IRS990/Form990PartVIISectionAGrp/TitleTxt25VOTING MEMBE
IRS990/Form990PartVIISectionAGrp/TitleTxt26VOTING MEMBE
IRS990/Form990PartVIISectionAGrp/TitleTxt27DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt28VOTING MEMBE
IRS990/Form990PartVIISectionAGrp/TitleTxt29VOTING MEMBE
IRS990/Form990PartVIISectionAGrp/TitleTxt30DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt31VOTING MEMBE
IRS990/Form990PartVIISectionAGrp/TitleTxt32VOTING MEMBE
IRS990/Form990PartVIISectionAGrp/TitleTxt33VOTING MEMBE
IRS990/Form990PartVIISectionAGrp/TitleTxt34DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt35VOTING MEMBE
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IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/GainOrLossGrp/SecuritiesAmt0176
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt037
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt024330
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IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt087874
IRS990/GrantsToDomesticOrgsGrp/TotalAmt087874
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IRS990/GrantsToOrganizationsInd0true
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0176
IRS990/GrossReceiptsAmt0248331
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IRS990/IncludeFIN48FootnoteInd0false
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IRS990/LandBldgEquipCostOrOtherBssAmt02254
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IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0IT IS THE MISSION OF THE SCOTTISH RITE FOUNDATION OF MISSOURI, INC. TO ENHANCE THE LIVES OF CHILDREN OF MISSOURI BY ACTIVELY EMBRACING HIGH SOCIAL, MORAL, AND SPIRITUAL VALUE THROUGH: THE RITECARE CHILDHOOD LANGUAGE PROGRAM, YOUTH MEDICAL AND DENTAL ASSISTANCE, SCHOLARSHIPS, AND DISASTER RELIEF.
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IRS990/OtherRevenueMiscGrp/Desc1MISCELLANEOUS - BLACKMER
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IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0RANDALL WILSON
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgSrvcAccomActy2Grp/Desc0SCHOLARSHIPS - TO GRANT A LIMITED NUMBER OF UNDERGRADUATE SCHOLARSHIPS TO DESERVING INDIVIDUALS ATTENDING AN ACCREDITED COLLEGE OR UNIVERSITY.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt024330
IRS990/ProgSrvcAccomActy2Grp/GrantAmt024330
IRS990/ProgSrvcAccomActy3Grp/Desc0RITECARE LANGUAGE DISORDER CLINICS - TO PROVIDE FINANCIAL SUPPORT TO THE VARIOUS MISSOURI RITECARE CLINICS, RECOGNIZED BY THE INTERNAL REVENUE CODE AS EXEMPT PURSUANT TO SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE, FOR TREATMENT OF CHILDHOOD LANGUAGE DISORDERS.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt057874
IRS990/ProgSrvcAccomActy3Grp/GrantAmt057874
IRS990/ProgSrvcAccomActyOtherGrp/Desc0OTHER PROGRAMS INCLUDE BENEVOLENCE AND OTHER GRANTS - TO GRANT LIMITED FINANCIAL ASSISTANCE FOR MEDICAL, DENTAL, AND PERSONAL NEEDS OF DESERVING CHILDREN. ALSO TO PROVIDE FINANCIAL ASSISTANCE TO THOSE AFFECTED BY NATURAL DISASTERS AND TO PROVIDE FINANCIAL ASSISTANCE TO MISSOURI DEMOLAY TO OFFSET EXPENSES RELATED TO INSURANCE AND LEADERSHIP TRAINING.
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IRS990/ProgSrvcAccomActyOtherGrp/GrantAmt030000
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IRS990/PYInvestmentIncomeAmt0135160
IRS990/PYOtherExpensesAmt0131609
IRS990/PYOtherRevenueAmt017
IRS990/PYRevenuesLessExpensesAmt0-37806
IRS990/PYSalariesCompEmpBnftPaidAmt012324
IRS990/PYTotalExpensesAmt0257244
IRS990/PYTotalRevenueAmt0219438
IRS990/ReconcilationRevenueExpnssAmt013686
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IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0true
IRS990/ReportLandBuildingEquipmentInd0true

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.82$0.00$5.82$0.30$0.25$0.04
2023Detailed filing. Detailed filing data is available for this year.$5.20$0.00$5.20$0.25$0.23$0.01
2023Summary only. Only limited summary data is available for this year.$5.20$0.00$5.20$0.25$0.23$0.01
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.66$0.00$4.66$0.22$0.26$0.04
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.54$0.00$5.54$0.81$0.22$0.60
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.61$0.00$5.61$0.77$0.30$0.48
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.61$0.00$4.61$0.17$0.25$0.08
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.07$0.01$4.06$0.01$0.34$0.35
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.68$0.01$4.67$0.79$0.31$0.48
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.23$0.00$4.23$0.15$0.34$0.19
2015Detailed filing. Detailed filing data is available for this year.$4.25$0.01$4.24$0.39$0.48$0.10
2014Detailed filing. Detailed filing data is available for this year.$5.35$0.00$5.34$0.53$0.63$0.10
2013Summary only. Only limited summary data is available for this year.$6.56$0.01$6.55$0.60$0.43$0.17
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.98$0.01$6.97$0.51
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.46$0.01$7.45$0.51
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.85$0.01$8.84$0.56