Civic Intelligence

Scottish Rite Foundation of Georgia Inc.

990 • Fiscal year 2019 • EIN 58-1420337

Jul 01, 2018 to Jun 30, 2019 • Filed on Aug 27, 2019

341 Bull StSavannah, GA 31401

(912) 232-5132

Siviq Scores

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

Liabilities / Assets

16th percentile

0.00x

Higher debt load relative to assets than 16% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Liabilities / Revenue

17th percentile

0.00x

Higher debt load relative to revenue than 17% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Net Margin

94th percentile

64%

Higher net margin than 94% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Top Officer Pay

37th percentile

$3,000

Higher top officer pay than 37% of similar nonprofits.

Top officer pay equals 0.7% of source-year revenue.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Asset Growth

81st percentile

21%

Faster asset growth than 81% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Revenue Growth

77th percentile

23%

Faster revenue growth than 77% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Assets

Up

$1,484,766

Up $262,683 (+21%) from 2018

Net Assets

Up

$1,484,319

Up $262,268 (+21%) from 2018

Liabilities

Up

$447

Up $415 (+1297%) from 2018

Revenue

Up

$407,780

Up $77,226 (+23%) from 2018

Expenses

Up

$145,512

Up $15,647 (+12%) from 2018

Net Income

Up

$262,268

Up $61,579 (+31%) from 2018

Historical Trend

Balance Sheet Trend

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

$3.0M$2.0M$1.0M$0Assets 2012: $1,158,023Liabilities 2012: $424Net Assets 2012: $1,157,5992012Assets 2013: $1,115,536Liabilities 2013: $5,484Net Assets 2013: $1,110,0522013Assets 2014: $1,088,997Liabilities 2014: $717Net Assets 2014: $1,088,2802014Assets 2015: $984,757Liabilities 2015: $615Net Assets 2015: $984,1422015Assets 2016: $976,166Liabilities 2016: $750Net Assets 2016: $975,4162016Assets 2017: $1,033,983Liabilities 2017: $24Net Assets 2017: $1,033,9592017Assets 2018: $1,222,083Liabilities 2018: $32Net Assets 2018: $1,222,0512018Assets 2019: $1,484,766Liabilities 2019: $447Net Assets 2019: $1,484,3192019Assets 2020: $1,474,405Liabilities 2020: $489Net Assets 2020: $1,473,9162020Assets 2021: $2,067,991Liabilities 2021: $793Net Assets 2021: $2,067,1982021Assets 2022: $1,781,439Liabilities 2022: $859Net Assets 2022: $1,780,5802022Assets 2023: $2,025,725Liabilities 2023: $0Net Assets 2023: $2,025,7252023Assets 2024: $2,221,179Liabilities 2024: $74Net Assets 2024: $2,221,1052024Assets 2025: $2,448,149Liabilities 2025: $0Net Assets 2025: $2,448,1492025

Highlighted filing

2019

Assets$1,484,766
Liabilities$447
Net Assets$1,484,319

Operations Trend

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

$1.0M$500K$0-$500KRevenue 2012: $86,130Expenses 2012: $288,763Net Income 2012: -$202,6332012Expenses 2013: $123,7422013Revenue 2014: $141,424Expenses 2014: $163,194Net Income 2014: -$21,7702014Revenue 2015: $32,031Expenses 2015: $136,169Net Income 2015: -$104,1382015Revenue 2016: $121,965Expenses 2016: $130,691Net Income 2016: -$8,7262016Revenue 2017: $180,673Expenses 2017: $122,130Net Income 2017: $58,5432017Revenue 2018: $330,554Expenses 2018: $129,865Net Income 2018: $200,6892018Revenue 2019: $407,780Expenses 2019: $145,512Net Income 2019: $262,2682019Revenue 2020: $148,745Expenses 2020: $159,148Net Income 2020: -$10,4032020Revenue 2021: $750,826Expenses 2021: $157,544Net Income 2021: $593,2822021Revenue 2022: $390,334Expenses 2022: $676,952Net Income 2022: -$286,6182022Revenue 2023: $489,969Expenses 2023: $244,823Net Income 2023: $245,1462023Revenue 2024: $447,190Expenses 2024: $251,810Net Income 2024: $195,3802024Revenue 2025: $542,183Expenses 2025: $315,139Net Income 2025: $227,0442025

Highlighted filing

2019

Revenue$407,780
Expenses$145,512
Net Income$262,268
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Aug 27, 2019
Return Version
2018v3.1
Gross Receipts
$429,712
Mission and Program Overview

Mission

Provide higher education scholarships and financial aid to residents of georgia attending schools in georgia. Financial aid to rite care clinics for children's language disorders.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$1,119,531$1,364,783▲ $245,252
Investments in Publicly Traded Securities$47,965$60,552▲ $12,587
Cash and Non-Interest-Bearing Accounts$54,587$59,431▲ $4,844
Total Assets$1,222,083$1,484,766▲ $262,683
Liabilities
Other Liabilities$32$447▲ $415
Total Liabilities$32$447▲ $415
Net Assets / Fund Balance
Permanently Rstr Net Assets$988,342$1,164,385▲ $176,043
Temporarily Rstr Net Assets$233,709$319,934▲ $86,225
Total Net Assets Fund Balance$1,222,051$1,484,319▲ $262,268
Total Liabilities and Net Assets / Fund Balance$1,222,083$1,484,766▲ $262,683
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
James JohnsGeneral SecrPT$3,000$3,000

Board Members and Trustees

Revenue and Support

Revenue Composition

Contributions and Grants
$267,838
Program Service Revenue
$815
Investment Income
$101,444
Other Revenue
$37,683
All Other Contributions
$267,838
Change in Net Assets
$262,268
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$121,652
Other Expenses$14,071
Salaries, Compensation, and Employee Benefits$9,789
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$75,400--$75,400
Grants to Domestic Orgs$46,252--$46,252
Comp Disqual Persons$6,000--$6,000
Fees for Services Accounting-$5,000-$5,000
Current Officers, Directors, Trustees, and Key Employees$3,000--$3,000
Occupancy$2,975--$2,975
Payroll Taxes-$789-$789
Other Expenses$691--$691
Office Expenses$325--$325
Conferences and Meetings$80--$80
Total Functional Expenses$139,723$5,789$0$145,512
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Therapeutic InterventionsAugusta, GA-Rite Care Clinic$16,000
Armstrong State UniversitySavannah, GA-Rite Care Clinic$10,800
More Than WordsValdosta, GA-Rite Care Cliic$10,500
Speech PathMacon, GA-Rite Care Clinic$8,952
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$59,505
Fundraising Direct Expenses$21,932
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fundraiser - Ra$38,253$38,253$15,869$22,384
Fundraiser-golf$21,252$21,252$6,063$15,189
Total Events$59,505$59,505$21,932$37,573
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Federal W/h Tax Payable$447
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

No review was or will be conducted.

Form 990, Page 6, Part VI, Line 19

Copies funished upon request.

Filing and Contact Details

Filer

Filer Name
Scottish Rite Foundation of Gainc
EIN
58-1420337
Phone
9122325132
Address
341 BULL ST, SAVANNAH, GA 31401

Signing Officer

Name
James Johns
Title
General Secretary
Phone
9129776619
Signed
2019-08-27
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Ted Collins
Formed
1980
Legal Domicile
Ga
Voting Board Members
33
Independent Board Members
33
Employees
1

Preparer

Firm
Bowen Mcelrath & Company LLC
Address
11285 ELKINS ROAD SUITE F-1A, ROSWELL, GA 30076
Preparer
Lloyd R Bowen CPA
Phone
7706643634
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt180
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt190
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt200
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt210
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt220
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt230
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt240
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt250
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt260
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt270
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt280
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt290
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt300
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt310
IRS990/Form990PartVIISectionAGrp/TitleTxt0GENERAL SECR
IRS990/Form990PartVIISectionAGrp/TitleTxt1TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt2PERSONAL REP
IRS990/Form990PartVIISectionAGrp/TitleTxt3TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt4TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt5TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt6TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt7TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt8TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt9VICE PRESIDE
IRS990/Form990PartVIISectionAGrp/TitleTxt10TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt11TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt12TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt13VALLEY SECR.
IRS990/Form990PartVIISectionAGrp/TitleTxt14TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt15VALLEY SECR.
IRS990/Form990PartVIISectionAGrp/TitleTxt16TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt17TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt18PERSONAL REP
IRS990/Form990PartVIISectionAGrp/TitleTxt19TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt20TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt21TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt22TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt23TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt24TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt25TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt26TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt27TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt28CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt29VALLEY SECRE
IRS990/Form990PartVIISectionAGrp/TitleTxt30PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt31TRUSTEE
IRS990/Form990ProvidedToGvrnBodyInd0false
IRS990/FormationYr01980
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0true
IRS990/FundraisingDirectExpensesAmt021932
IRS990/FundraisingGrossIncomeAmt059505
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt033
IRS990/GrantAmt075400
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt075400
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt075400
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt046252
IRS990/GrantsToDomesticOrgsGrp/TotalAmt046252
IRS990/GrantsToIndividualsInd0true
IRS990/GrantsToOrganizationsInd0true
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt0429712
IRS990/GrossSalesOfInventoryAmt0110
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt033
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt0101444
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0101444
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsPubTradedSecGrp/BOYAmt047965
IRS990/InvestmentsPubTradedSecGrp/EOYAmt060552
IRS990/IRPDocumentCnt04
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0GA
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0PROVIDE HIGHER EDUCATION SCHOLARSHIPS AND FINANCIAL AID TO RESIDENTS OF GEORGIA ATTENDING SCHOOLS IN GEORGIA. FINANCIAL AID TO RITE CARE CLINICS FOR CHILDREN'S LANGUAGE DISORDERS.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt01222051
IRS990/NetAssetsOrFundBalancesEOYAmt01484319
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt037573
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt037573
IRS990/NetIncomeOrLossGrp/ExclusionAmt0110
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt0110
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/ProgramServicesAmt02975
IRS990/OccupancyGrp/TotalAmt02975
IRS990/OfficeExpensesGrp/ProgramServicesAmt0325
IRS990/OfficeExpensesGrp/TotalAmt0325
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherExpensesGrp/Desc0COGS
IRS990/OtherExpensesGrp/Desc1BANK CHARGES - GENERAL
IRS990/OtherExpensesGrp/ProgramServicesAmt05000
IRS990/OtherExpensesGrp/ProgramServicesAmt1691
IRS990/OtherExpensesGrp/TotalAmt05000
IRS990/OtherExpensesGrp/TotalAmt1691
IRS990/OtherLiabilitiesGrp/BOYAmt032
IRS990/OtherLiabilitiesGrp/EOYAmt0447
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt0789
IRS990/PayrollTaxesGrp/TotalAmt0789
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt0988342
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt01164385
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0TED COLLINS
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/Desc0FUNDRAISER - ATL CHOA PARAD
IRS990/ProgramServiceRevenueGrp/ExclusionAmt0815
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0815
IRS990/ProgSrvcAccomActy2Grp/Desc0PROVIDE FUNDS FOR RITE CARE CLINICS IN ATLANTA, ALBANY, AUGUSTA AND SAVANNAH GA FOR CHILDRENS LANGUAGE DISORDERS.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt050752
IRS990/ProgSrvcAccomActy2Grp/GrantAmt046252
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0244244
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt0111181
IRS990/PYInvestmentIncomeAmt045472
IRS990/PYOtherExpensesAmt012140
IRS990/PYOtherRevenueAmt036698
IRS990/PYProgramServiceRevenueAmt04140
IRS990/PYRevenuesLessExpensesAmt0200689
IRS990/PYSalariesCompEmpBnftPaidAmt06544
IRS990/PYTotalExpensesAmt0129865
IRS990/PYTotalRevenueAmt0330554
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0262268
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/SavingsAndTempCashInvstGrp/BOYAmt01119531
IRS990/SavingsAndTempCashInvstGrp/EOYAmt01364783
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0OTHER INCOME 113,081

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.45$0.00$2.45$0.54$0.32$0.23
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.22$0.00$2.22$0.45$0.25$0.20
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.03$0.00$2.03$0.49$0.24$0.25
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.78$0.00$1.78$0.39$0.68$0.29
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.07$0.00$2.07$0.75$0.16$0.59
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.47$0.00$1.47$0.15$0.16$0.01
2019Detailed filing. Detailed filing data is available for this year.$1.48$0.00$1.48$0.41$0.15$0.26
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.22$0.00$1.22$0.33$0.13$0.20
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.03$0.00$1.03$0.18$0.12$0.06
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.98$0.00$0.98$0.12$0.13$0.01
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.98$0.00$0.98$0.03$0.14$0.10
2014XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.09$0.00$1.09$0.14$0.16$0.02
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.12$0.01$1.11$0.12
2012Summary only. Only limited summary data is available for this year.$1.16$0.00$1.16$0.09$0.29$0.20
Peer Organizations

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