Civic Intelligence

Scottish Rite Foundation Southern Jurisdiction USA Inc.

990 • Fiscal year 2023 • EIN 52-6054737

Jan 01, 2023 to Dec 31, 2023 • Filed on Aug 28, 2024

Organization ProfileWWW.SCOTTISHRITE.ORG
1733 16th St NWWashington, DC 20009

(202) 232-3579

Siviq Scores

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

Liabilities / Assets

9th percentile

0.00x

Higher debt load relative to assets than 9% of similar nonprofits.

2023 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2023

Liabilities / Revenue

11th percentile

0.04x

Higher debt load relative to revenue than 11% of similar nonprofits.

2023 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2023

Net Margin

8th percentile

-37%

Higher net margin than 8% of similar nonprofits.

2023 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2023

Top Officer Pay

85th percentile

$548,992

Higher top officer pay than 85% of similar nonprofits.

Top officer pay equals 18.4% of source-year revenue.

2023 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2023

Asset Growth

46th percentile

5.3%

Faster asset growth than 46% of similar nonprofits.

2023 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2022 to 2023

Revenue Growth

14th percentile

-25%

Faster revenue growth than 14% of similar nonprofits.

2023 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets9th percentile

Assets

Up

$25,158,899

Up $1,258,516 (+5.3%) from 2022

Net Assets

Up

$25,042,515

Up $1,541,344 (+6.6%) from 2022

Liabilities

Down

$116,384

Down $282,828 (-71%) from 2022

Revenue And Expenses
Liabilities / Revenue11th percentileNet Margin8th percentile

Revenue

Down

$2,986,478

Down $1,020,702 (-25%) from 2022

Expenses

Up

$4,101,745

Up $122,371 (+3.1%) from 2022

Net Income

Down

-$1,115,267

Down $1,143,073 (-4111%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth46th percentile

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

$30M$20M$10M$0Assets 2010: $18,209,151Liabilities 2010: $168,540Net Assets 2010: $18,040,6112010Assets 2011: $18,639,478Liabilities 2011: $400,289Net Assets 2011: $18,239,1892011Assets 2012: $18,541,455Liabilities 2012: $216,913Net Assets 2012: $18,324,5422012Assets 2013: $20,953,693Liabilities 2013: $296,022Net Assets 2013: $20,657,6712013Assets 2014: $21,376,962Liabilities 2014: $529,162Net Assets 2014: $20,847,8002014Assets 2015: $19,608,615Liabilities 2015: $10,707Net Assets 2015: $19,597,9082015Assets 2016: $19,587,418Liabilities 2016: $73,977Net Assets 2016: $19,513,4412016Assets 2017: $21,644,235Liabilities 2017: $102,197Net Assets 2017: $21,542,0382017Assets 2018: $18,091,650Liabilities 2018: $308,122Net Assets 2018: $17,783,5282018Assets 2019: $21,987,351Liabilities 2019: $459,562Net Assets 2019: $21,527,7892019Assets 2020: $24,146,854Liabilities 2020: $329,809Net Assets 2020: $23,817,0452020Assets 2021: $27,388,958Liabilities 2021: $500,685Net Assets 2021: $26,888,2732021Assets 2022: $23,900,383Liabilities 2022: $399,212Net Assets 2022: $23,501,1712022Assets 2023: $25,158,899Liabilities 2023: $116,384Net Assets 2023: $25,042,5152023Assets 2024: $29,413,166Liabilities 2024: $365,980Net Assets 2024: $29,047,1862024

Highlighted filing

2023

Assets$25,158,899
Liabilities$116,384
Net Assets$25,042,515
Open 2023 Filing

Operations Trend

Revenue Growth14th percentile

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

$6.0M$4.0M$2.0M$0-$2.0MExpenses 2010: $1,527,7542010Expenses 2011: $1,407,3952011Expenses 2012: $2,430,5332012Revenue 2013: $1,334,922Expenses 2013: $1,277,593Net Income 2013: $57,3292013Revenue 2014: $1,989,648Expenses 2014: $1,800,672Net Income 2014: $188,9762014Revenue 2015: $818,840Expenses 2015: $1,462,897Net Income 2015: -$644,0572015Revenue 2016: $1,733,213Expenses 2016: $2,514,993Net Income 2016: -$781,7802016Revenue 2017: $1,110,778Expenses 2017: $1,660,004Net Income 2017: -$549,2262017Revenue 2018: $2,337,597Expenses 2018: $3,531,232Net Income 2018: -$1,193,6352018Revenue 2019: $2,910,150Expenses 2019: $2,493,176Net Income 2019: $416,9742019Revenue 2020: $1,662,893Expenses 2020: $2,526,708Net Income 2020: -$863,8152020Revenue 2021: $4,911,069Expenses 2021: $2,241,506Net Income 2021: $2,669,5632021Revenue 2022: $4,007,180Expenses 2022: $3,979,374Net Income 2022: $27,8062022Revenue 2023: $2,986,478Expenses 2023: $4,101,745Net Income 2023: -$1,115,2672023Revenue 2024: $5,200,519Expenses 2024: $3,058,258Net Income 2024: $2,142,2612024

Highlighted filing

2023

Revenue$2,986,478
Expenses$4,101,745
Net Income-$1,115,267
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Aug 28, 2024
Return Version
2023v5.0
Gross Receipts
$8,601,499
Mission and Program Overview

Mission

To fund childhood language disorder programs, award scholarships for under-graduate and advanced degrees, and fund natural disaster relief efforts.

Charitably fund language services, educational scholarships and disaster relief.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$16,469,706$18,256,899▲ $1,787,193
Investments Other Securities$1,840,779$1,758,602▼ $82,177
Cash and Non-Interest-Bearing Accounts$1,212,312$488,552▼ $723,760
Total Assets$23,900,383$25,158,899▲ $1,258,516
Other Assets Total$4,377,586$4,654,846▲ $277,260
Liabilities
Other Liabilities$399,212$116,384▼ $282,828
Total Liabilities$399,212$116,384▼ $282,828
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$17,571,005$18,594,727▲ $1,023,722
Net Assets With Donor Restrictions$5,930,166$6,447,788▲ $517,622
Total Net Assets Fund Balance$23,501,171$25,042,515▲ $1,541,344
Total Liabilities and Net Assets / Fund Balance$23,900,383$25,158,899▲ $1,258,516

Asset Categories

AssetBook ValueDepreciationBasis
Other Assets Org$787,746--
Other Securities$1,758,602--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2023$1,575,928$248,318▲ $81,616-$1,905,862
2022$1,546,270$99,735▼ $70,077-$1,575,928
2021$848,068$619,952▲ $78,250-$1,546,270
2020$748,999-▲ $99,069-$848,068
2019$652,644-▲ $96,355-$748,999
Compensation and Service Providers
Top Officer Pay85th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Matthew SzramoskiDirector of DevePT$107,524$169,860$277,384
Matthew SzramoskiDirector of Development-$107,136$13,339$138,692
Gary UngerMajor DonorPT$51,367$61,525$112,892
James D ColePresidentPT$107,300$13,458$109,798
William G Sizemore IiSecretaryPT$69,470$6,530$80,833
Jorge FranchiCFOPT$34,603$21,427$43,940

Board Members and Trustees

NameTitle
Gary L SisselAssistant Se
Jeffrey D LarsonTreasurer
Joe ManningVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$2,414,494
Program Service Revenue
$0
Investment Income
$563,072
Other Revenue
$8,912
All Other Contributions
$2,414,494
Change in Net Assets
$-1,115,267

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
Yes
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Securities Publicly Traded2$30,694Fair Value
Total Noncash Contributions2$30,694-

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,885,964
Revenue Not Reported on Financial Statements
$100,514
Revenue Not Reported on Form 990
$2,656,611
Total Revenue per Audited Statements
$5,542,575
Total Revenue per Form 990
$2,986,478
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$2,725,060
Total Fundraising Expense$775,144
Salaries, Compensation, and Employee Benefits$735,861
Other Expenses$640,824
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$2,625,767--$2,625,767
Current Officers, Directors, Trustees, and Key Employees$35,584$46,538$236,873$318,995
Other Salaries and Wages$28,782$37,642$191,595$258,019
Fees for Service Investment Mgmnt Fees-$100,514-$100,514
Grants to Domestic Individuals$99,293--$99,293
Fees for Services Other-$23,221$72,291$95,512
Pension Plan Contributions$8,446$11,045$56,220$75,711
Travel--$55,295$55,295
Other Employee Benefits$5,240$6,854$34,884$46,978
Other Expenses$39,170$230,083$38,399$38,399
Payroll Taxes$4,033$5,275$26,850$36,158
Fees for Services Accounting-$18,810-$18,810
Office Expenses$199$105$14,333$14,637
Total Functional Expenses$2,846,514$480,087$775,144$4,101,745

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$4,101,745
Expenses per Audited Statements$4,001,231
Total Expenses per Audited Statements$4,001,231
Expenses Not Reported on Financial Statements$100,514
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
The House of the Temple HistoricWashington, DCC3General Support$2,496,405
Srf of NebraskaOmaha, NEC3General Support$50,000
Masonic Charities of HawaiiHonolulu, HIC3Disaster Relief$30,000
Lincoln SrfLincoln, NEC3General Support$13,000
Demolay InternationalKansas City, MOC3Kach Essay Winners$11,400
Lafeyette Ritecare Center--Rite Care$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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Due to the Sc$98,235
Due to the House of the Temple$18,149
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
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
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, Page 6, Part VI, Line 11B

“The form 990 will be reviewed by the finance chairman/treasurer, president, secretary, and cfo prior to the filing of the form 990. The completed form 990 will be sent to the entire board of directors prior to the filing of the return.”

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

“Each board member, officer, and employee must disclose any financial interest that could give rise to a conflict of interest and shall affirm in writing to the president, who is required to make the same disclosure.”

Form 990, Page 6, Part VI, Line 15A

“The process described below is used by a related organization, the supreme council scottish rite of freemasonry. The chairman of the finance committee receives the compensation information for all officers and key employees of the organization. The chairman compares these salaries to industry norms and makes a recommendation to the full finance committee.”

Form 990, Page 6, Part VI, Line 15B

“The process described below is used by a related organization, the supreme council scottish rite of freemasonry. The chairman of the finance committee receives the compensation information for all officers and key employees of the organization. The chairman compares these salaries to industry norms and makes a recommendation to the full finance committee.”

Form 990, Page 6, Part VI, Line 17

“Illinois, indiana, iowa, kansas, kentucky, louisiana, maine, maryland, massachusetts, michigan, minnesota, mississippi, missouri, montana, nebraska, nevada, new hampshire, new jersey, new mexico, new york, north carolina, north dakota, ohio, oklahoma, oregon, pennsylvania, rhode island, south carolina, south dakota, tennessee, texas, utah, vermont, virginia, washington, west virginia, wisconsin, wyoming”

Form 990, Page 6, Part VI, Line 19

“No documents available to the public”

Filing and Contact Details

Filer

Filer Name
The Scottish Rite Foundation
EIN
52-6054737
Phone
2022323579
Address
1733 16TH ST NW, WASHINGTON, DC 20009

Signing Officer

Name
William G Sizemore Ii
Title
Secretary
Phone
2022323579
Signed
2024-08-28
Discuss with paid preparer
Yes

Organization Details

Principal Officer
James D Cole
Formed
1955
Legal Domicile
Dc
Voting Board Members
5
Independent Board Members
4
Employees
0
Volunteers
70

Preparer

Firm
Deleon & Stang Cpas and Advisors
Address
150 S EAST STREET, FREDERICK, MD 21701
Preparer
Clint Lehman CPA
Phone
3012507400
Supplemental Narrative

Financial Statement Notes

Schedule D, Page 2, Part V, Line 4

“The foundation's endowment consists of two individual endowment funds established for different purposes. Its endowment includes several donor- restricted endowment funds. The investment income from the several endowed scholarship funds are restricted for annual scholarships. Investment income from the yaskal fund in restricted for the ritecare program.”

Schedule D, Page 3, Part X

“The foundation complies with the provisions of financial accounting standards board codification topic accounting for uncertainty in income taxes. For the years ended december 31, 2023 and 2022, no unrecognized tax provision or benefit exists.”

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IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingOtherInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0TO FUND CHILDHOOD LANGUAGE DISORDER PROGRAMS, AWARD SCHOLARSHIPS FOR UNDER-GRADUATE AND ADVANCED DEGREES, AND FUND NATURAL DISASTER RELIEF EFFORTS.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
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IRS990/NetAssetsOrFundBalancesEOYAmt025042515
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt080929
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt080929
IRS990/NetUnrlzdGainsLossesInvstAmt02656611
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt017571005
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt018594727
IRS990/NoncashContributionsAmt030694
IRS990/NondeductibleContributionsInd0false
IRS990/OfficeExpensesGrp/FundraisingAmt014333
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt0105
IRS990/OfficeExpensesGrp/ProgramServicesAmt0199
IRS990/OfficeExpensesGrp/TotalAmt014637
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt04377586
IRS990/OtherAssetsTotalGrp/EOYAmt04654846
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt034884
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt06854
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt05240
IRS990/OtherEmployeeBenefitsGrp/TotalAmt046978
IRS990/OtherExpensesGrp/Desc0TRUST AND ANNUITY PAYMENT
IRS990/OtherExpensesGrp/Desc1DIRECT MAIL
IRS990/OtherExpensesGrp/Desc2SRJ PRINTING AND POSTAGE
IRS990/OtherExpensesGrp/Desc3DONOR RECOGNITION
IRS990/OtherExpensesGrp/FundraisingAmt048404
IRS990/OtherExpensesGrp/FundraisingAmt138399
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0230083
IRS990/OtherExpensesGrp/ProgramServicesAmt039170
IRS990/OtherExpensesGrp/TotalAmt0230083
IRS990/OtherExpensesGrp/TotalAmt148404
IRS990/OtherExpensesGrp/TotalAmt239170
IRS990/OtherExpensesGrp/TotalAmt338399
IRS990/OtherLiabilitiesGrp/BOYAmt0399212
IRS990/OtherLiabilitiesGrp/EOYAmt0116384
IRS990/OtherRevenueMiscGrp/Desc0OTHER INCOME
IRS990/OtherRevenueMiscGrp/ExclusionAmt08912
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt08912
IRS990/OtherRevenueTotalAmt08912
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt0191595
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt037642
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt028782
IRS990/OtherSalariesAndWagesGrp/TotalAmt0258019
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/FundraisingAmt026850
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt05275
IRS990/PayrollTaxesGrp/ProgramServicesAmt04033
IRS990/PayrollTaxesGrp/TotalAmt036158
IRS990/PensionPlanContributionsGrp/FundraisingAmt056220
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt011045
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt08446
IRS990/PensionPlanContributionsGrp/TotalAmt075711
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0JAMES D COLE
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt03848131
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt02720479
IRS990/PYInvestmentIncomeAmt0159049
IRS990/PYOtherExpensesAmt0607403
IRS990/PYRevenuesLessExpensesAmt027806
IRS990/PYSalariesCompEmpBnftPaidAmt0651492
IRS990/PYTotalExpensesAmt03979374
IRS990/PYTotalRevenueAmt04007180
IRS990/QuidProQuoContributionsInd0true
IRS990/QuidProQuoContriDisclInd0true
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0-1115267
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0true
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0true
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt04,742
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART II, LINE 10
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt02414494
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt03848131
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt02185202
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt01216580
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt02382796
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt012047203
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0482143
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0349326
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0354522
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0337457
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0396481
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt01919929
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt04742
IRS990ScheduleA/OtherIncome170Grp/TotalAmt04742
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.71910
IRS990ScheduleA/PublicSupportPY170Pct00.70340
IRS990ScheduleA/PublicSupportTotal170Amt010052539
IRS990ScheduleA/SubstantialContributorsTotAmt01994664
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt02414494
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt03848131
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt02185202
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt01216580
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt02382796
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt012047203
IRS990ScheduleA/TotalSupportAmt013979786
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearAmt07912
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt07912
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt01575928
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt0248318
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt01905862
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt081616
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt01546270
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt099735
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt01575928
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-70077
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt0848068
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt0619952
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt01546270
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt078250
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt0748999
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt0848068
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt099069
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt0652644
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt0748999
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt096355
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd0false
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd0false
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt0100514
IRS990ScheduleD/ExpensesSubtotalAmt04001231
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt0100514
IRS990ScheduleD/InvestmentExpensesNotIncldAmt0100514
IRS990ScheduleD/NetUnrealizedGainsInvstAmt02656611
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt03867100
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt1787746
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0ANNUITIES
IRS990ScheduleD/OtherAssetsOrgGrp/Desc1CHARITABLE REMAINDER TRUSTS
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt098235
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt118149
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0DUE TO THE SC
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1DUE TO THE HOUSE OF THE TEMPLE
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt01758602
IRS990ScheduleD/OtherSecuritiesGrp/Desc0ALTERNATIVE INVESTMENTS
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct00.82000
IRS990ScheduleD/RevenueNotReportedAmt02656611
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt0100514
IRS990ScheduleD/RevenueSubtotalAmt02885964
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE FOUNDATION'S ENDOWMENT CONSISTS OF TWO INDIVIDUAL ENDOWMENT FUNDS ESTABLISHED FOR DIFFERENT PURPOSES. ITS ENDOWMENT INCLUDES SEVERAL DONOR- RESTRICTED ENDOWMENT FUNDS. THE INVESTMENT INCOME FROM THE SEVERAL ENDOWED SCHOLARSHIP FUNDS ARE RESTRICTED FOR ANNUAL SCHOLARSHIPS. INVESTMENT INCOME FROM THE YASKAL FUND IN RESTRICTED FOR THE RITECARE PROGRAM.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1THE FOUNDATION COMPLIES WITH THE PROVISIONS OF FINANCIAL ACCOUNTING STANDARDS BOARD CODIFICATION TOPIC ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES. FOR THE YEARS ENDED DECEMBER 31, 2023 AND 2022, NO UNRECOGNIZED TAX PROVISION OR BENEFIT EXISTS.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE D, PAGE 2, PART V, LINE 4
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1SCHEDULE D, PAGE 3, PART X
IRS990ScheduleD/TermEndowmentBalanceEOYPct00.18000
IRS990ScheduleD/TotalBookValueOtherAssetsAmt04654846
IRS990ScheduleD/TotalBookValueSecuritiesAmt01758602
IRS990ScheduleD/TotalExpensesPerForm990Amt04101745
IRS990ScheduleD/TotalLiabilityAmt0116384
IRS990ScheduleD/TotalRevenuePerForm990Amt02986478
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt05542575
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt04001231
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt04000
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt17500
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt287793
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0SHEPHARD SCHOLARSHIP
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt1GC SCHOLARSHIP
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt2GENERALL SCHOLARSHIPS
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt04
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt14
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt216
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/ValuationMethodUsedDesc0BOOK
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/ValuationMethodUsedDesc1BOOK
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/ValuationMethodUsedDesc2BOOK
IRS990ScheduleI/RecipientTable/CashGrantAmt02496405
IRS990ScheduleI/RecipientTable/CashGrantAmt111400
IRS990ScheduleI/RecipientTable/CashGrantAmt250000
IRS990ScheduleI/RecipientTable/CashGrantAmt313000
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IRS990ScheduleI/RecipientTable/CashGrantAmt510000
IRS990ScheduleI/RecipientTable/IRCSectionDesc0C3
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IRS990ScheduleI/RecipientTable/IRCSectionDesc2C3
IRS990ScheduleI/RecipientTable/IRCSectionDesc3C3
IRS990ScheduleI/RecipientTable/IRCSectionDesc4C3
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0GENERAL SUPPORT
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1KACH ESSAY WINNERS
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt2GENERAL SUPPORT
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt3GENERAL SUPPORT
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt4DISASTER RELIEF
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt5RITE CARE
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0THE HOUSE OF THE TEMPLE HISTORIC
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1DEMOLAY INTERNATIONAL
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt2SRF OF NEBRASKA
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt3LINCOLN SRF
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt4MASONIC CHARITIES OF HAWAII
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt5LAFEYETTE RITECARE CENTER
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine2Txt0PRESERVATION FOUNDATION INC
IRS990ScheduleI/RecipientTable/RecipientEIN0521664576
IRS990ScheduleI/RecipientTable/RecipientEIN1431722585

Document Assets

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Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$25,158,899
Liabilities
$116,384
Net assets
$25,042,515
Revenue
$2,986,478
Expenses
$4,101,745
Net income
-$1,115,267
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$29.4$0.37$29.0$5.20$3.06$2.14
2023Detailed filing. Detailed filing data is available for this year.$25.2$0.12$25.0$2.99$4.10$1.12
2022Detailed filing. Detailed filing data is available for this year.$23.9$0.40$23.5$4.01$3.98$0.03
2021Detailed filing. Detailed filing data is available for this year.$27.4$0.50$26.9$4.91$2.24$2.67
2020Detailed filing. Detailed filing data is available for this year.$24.1$0.33$23.8$1.66$2.53$0.86
2019Detailed filing. Detailed filing data is available for this year.$22.0$0.46$21.5$2.91$2.49$0.42
2018Detailed filing. Detailed filing data is available for this year.$18.1$0.31$17.8$2.34$3.53$1.19
2017Detailed filing. Detailed filing data is available for this year.$21.6$0.10$21.5$1.11$1.66$0.55
2016Detailed filing. Detailed filing data is available for this year.$19.6$0.07$19.5$1.73$2.51$0.78
2015Detailed filing. Detailed filing data is available for this year.$19.6$0.01$19.6$0.82$1.46$0.64
2014Detailed filing. Detailed filing data is available for this year.$21.4$0.53$20.8$1.99$1.80$0.19
2013Detailed filing. Detailed filing data is available for this year.$21.0$0.30$20.7$1.33$1.28$0.06
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$18.5$0.22$18.3$2.43
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$18.6$0.40$18.2$1.41
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$18.2$0.17$18.0$1.53