Civic Intelligence

Scottish Rite Foundation of Florida

990 • Fiscal year 2015 • EIN 59-6139954

Jul 01, 2014 to Jun 30, 2015 • Filed on Nov 16, 2015

PO Box 5736Winter Park, FL 32793

(407) 657-4550

Siviq Scores

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

Liabilities / Assets

13th percentile

0.00x

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

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Liabilities / Revenue

13th percentile

0.00x

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

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Net Margin

6th percentile

-55%

Higher net margin than 6% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Top Officer Pay

35th percentile

$0

Higher top officer pay than 35% of similar nonprofits.

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

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Asset Growth

10th percentile

-13%

Faster asset growth than 10% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2014 to 2015

Revenue Growth

7th percentile

-40%

Faster revenue growth than 7% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2014 to 2015

Assets

Down

$1,444,284

Down $211,218 (-13%) from 2014

Net Assets

Down

$1,444,284

Down $211,218 (-13%) from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue

Down

$237,012

Down $157,364 (-40%) from 2014

Expenses

Up

$367,033

Up $58,118 (+19%) from 2014

Net Income

Down

-$130,021

Down $215,482 (-252%) from 2014

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 2011: $1,748,277Liabilities 2011: $0Net Assets 2011: $1,748,2772011Assets 2012: $1,421,056Liabilities 2012: $0Net Assets 2012: $1,421,0562012Assets 2013: $1,501,144Liabilities 2013: $0Net Assets 2013: $1,501,1442013Assets 2014: $1,655,502Liabilities 2014: $0Net Assets 2014: $1,655,5022014Assets 2015: $1,444,284Liabilities 2015: $0Net Assets 2015: $1,444,2842015Assets 2016: $1,548,311Liabilities 2016: $0Net Assets 2016: $1,548,3112016Assets 2017: $1,570,274Liabilities 2017: $0Net Assets 2017: $1,570,2742017Assets 2018: $1,764,870Liabilities 2018: $0Net Assets 2018: $1,764,8702018Assets 2019: $1,786,587Liabilities 2019: $0Net Assets 2019: $1,786,5872019Assets 2020: $1,695,351Liabilities 2020: $0Net Assets 2020: $1,695,3512020Assets 2021: $2,406,156Liabilities 2021: $45,000Net Assets 2021: $2,361,1562021Assets 2022: $1,941,281Liabilities 2022: $0Net Assets 2022: $1,941,2812022Assets 2023: $1,903,504Liabilities 2023: $0Net Assets 2023: $1,903,5042023Assets 2024: $2,202,921Liabilities 2024: $0Net Assets 2024: $2,202,9212024Assets 2025: $2,781,532Liabilities 2025: $0Net Assets 2025: $2,781,5322025

Highlighted filing

2015

Assets$1,444,284
Liabilities$0
Net Assets$1,444,284

Operations Trend

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

$1.0M$500K$0-$500KExpenses 2011: $422,8942011Expenses 2012: $553,6202012Revenue 2013: $359,490Expenses 2013: $351,464Net Income 2013: $8,0262013Revenue 2014: $394,376Expenses 2014: $308,915Net Income 2014: $85,4612014Revenue 2015: $237,012Expenses 2015: $367,033Net Income 2015: -$130,0212015Revenue 2016: $465,490Expenses 2016: $322,248Net Income 2016: $143,2422016Revenue 2017: $405,448Expenses 2017: $494,420Net Income 2017: -$88,9722017Revenue 2018: $394,932Expenses 2018: $302,047Net Income 2018: $92,8852018Revenue 2019: $491,605Expenses 2019: $410,323Net Income 2019: $81,2822019Revenue 2020: $402,712Expenses 2020: $393,104Net Income 2020: $9,6082020Revenue 2021: $970,240Expenses 2021: $304,434Net Income 2021: $665,8062021Revenue 2022: -$77,058Expenses 2022: $390,557Net Income 2022: -$467,6152022Revenue 2023: $368,940Expenses 2023: $310,252Net Income 2023: $58,6882023Revenue 2024: $851,082Expenses 2024: $621,937Net Income 2024: $229,1452024Revenue 2025: $525,819Expenses 2025: $293,924Net Income 2025: $231,8952025

Highlighted filing

2015

Revenue$237,012
Expenses$367,033
Net Income-$130,021
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
Nov 16, 2015
Return Version
2014v5.0
Gross Receipts
$506,877
Mission and Program Overview

Mission

To support the treatment of childhood language disorders in Florida

To support the treatment of childhood language disorders in Florida.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$1,499,834$1,399,604▼ $100,230
Savings and Temporary Cash Investments$155,668$44,680▼ $110,988
Cash and Non-Interest-Bearing Accounts-$0-
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$1,655,502$1,444,284▼ $211,218
Other Assets Total-$0-
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$1,545,062$1,334,560▼ $210,502
Temporarily Rstr Net Assets$110,440$109,724▼ $716
Total Net Assets Fund Balance$1,655,502$1,444,284▼ $211,218
Total Liabilities and Net Assets / Fund Balance$1,655,502$1,444,284▼ $211,218
Compensation and Service Providers

Board Members and Trustees

NameTitle
Dale I GoehrigChairman
Keith W AlbrightSecretary
Patrick C PalmerSpec. Assistant
Zeb E Blanton JrTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$141,089
Program Service Revenue
$0
Investment Income
$95,923
Other Revenue
$0
All Other Contributions
$141,089
Change in Net Assets
$-130,021

Audited Revenue Reconciliation

Revenue per Audited Statements
$237,012
Revenue Not Reported on Form 990
$-81,197
Total Revenue per Audited Statements
$155,815
Total Revenue per Form 990
$237,012
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$345,000
Other Expenses$22,033
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$345,000--$345,000
Fees for Service Investment Mgmnt Fees-$14,726-$14,726
Fees for Services Accounting-$5,000-$5,000
Office Expenses-$850-$850
Insurance-$500-$500
Fees for Services Legal-$200-$200
Other Expenses-$132-$132
Total Functional Expenses$345,000$22,033$0$367,033

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$367,033
Total Expenses per Audited Statements$367,033
Total Expenses per Form 990$367,033
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
All Childrens HospitalSt Petersburg, FL--$150,000
Wolfson Childrens HospitalJacksonville, FL--$60,000
Center for Speech & LanguageOrlando, FL--$40,000
University of FL FoundationGainesville, FL--$40,000
Baptist HealthCare FoundationPensacola, FL--$30,000
FL State University ClinicTallahassee, FL--$10,000
Rehab Center for ChildrenPalm Beach, FL--$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
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
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 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, Line 11B: Form 990 Review Process

The "governing body" does not review Form 990 prior to filing; however, one or more officers reviews Form 990 before it is filed.

Form 990, Part VI, Line 12C: Explanation of Monitoring and Enforcement of Conflicts

The conflict of interest policy is part of the masonic code of operations. Compliance is monitored by the governing body.

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

No documents available to the public.

Filing and Contact Details

Filer

Filer Name
Scottish Rite Foundation
EIN
59-6139954
Phone
4076574550
Address
PO Box 5736, Winter Park, FL 32793

Signing Officer

Name
Keith W Albright
Title
Secretary
Signed
2015-11-16
Discuss with paid preparer
Yes

Organization Details

Formed
1972
Legal Domicile
Fl
Voting Board Members
7
Independent Board Members
7
Employees
0
Volunteers
500

Preparer

Firm
Howard & Company Cpas Pa
Address
4745 SUTTON PARK COURT STE 102, JACKSONVILLE, FL 32224
Preparer
John W Howard CPA
Phone
9044210690
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IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0141089
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0250938
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0305938
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0241442
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0250909
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt01190316
IRS990ScheduleA/TotalSupportAmt01465709
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
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/ExpensesSubtotalAmt0367033
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0-81197
IRS990ScheduleD/RevenueNotReportedAmt0-81197
IRS990ScheduleD/RevenueSubtotalAmt0237012
IRS990ScheduleD/TotalExpensesPerForm990Amt0367033
IRS990ScheduleD/TotalRevenuePerForm990Amt0237012
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0155815
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0367033
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/RecipientTable/CashGrantAmt0150000
IRS990ScheduleI/RecipientTable/CashGrantAmt130000
IRS990ScheduleI/RecipientTable/CashGrantAmt240000
IRS990ScheduleI/RecipientTable/CashGrantAmt310000
IRS990ScheduleI/RecipientTable/CashGrantAmt410000
IRS990ScheduleI/RecipientTable/CashGrantAmt540000
IRS990ScheduleI/RecipientTable/CashGrantAmt660000
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt00
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt10
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt20
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt30
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt40
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt50
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt60
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0All Childrens Hospital
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1Baptist HealthCare Foundation
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt2Center for Speech & Language
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt3FL State University Clinic
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt4Rehab Center for Children
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt5University of FL Foundation
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt6Wolfson Childrens Hospital
IRS990ScheduleI/RecipientTable/RecipientEIN0592481738
IRS990ScheduleI/RecipientTable/RecipientEIN1590192265
IRS990ScheduleI/RecipientTable/RecipientEIN2593016602
IRS990ScheduleI/RecipientTable/RecipientEIN3596152180
IRS990ScheduleI/RecipientTable/RecipientEIN4590791037
IRS990ScheduleI/RecipientTable/RecipientEIN5590974739
IRS990ScheduleI/RecipientTable/RecipientEIN6590634433
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0880 Sixth Street South
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt1PO Box 17500
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt25020 Goddard Avenue
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt3201 W Bloxham Street
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt4300 Royal Palm Way
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt5PO Box 100185
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt6841 Prudential Drive Suite 13
IRS990ScheduleI/RecipientTable/USAddress/CityNm0St Petersburg
IRS990ScheduleI/RecipientTable/USAddress/CityNm1Pensacola
IRS990ScheduleI/RecipientTable/USAddress/CityNm2Orlando
IRS990ScheduleI/RecipientTable/USAddress/CityNm3Tallahassee
IRS990ScheduleI/RecipientTable/USAddress/CityNm4Palm Beach
IRS990ScheduleI/RecipientTable/USAddress/CityNm5Gainesville
IRS990ScheduleI/RecipientTable/USAddress/CityNm6Jacksonville
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0FL
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd1FL
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd2FL
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd3FL
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd4FL
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd5FL
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd6FL
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd033701
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd132522
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd232804
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd332301
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd433480
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd532608
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd632207
IRS990ScheduleI/Total501c3OrgCnt00
IRS990ScheduleI/TotalOtherOrgCnt07
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0false
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0The "governing body" does not review Form 990 prior to filing; however, one or more officers reviews Form 990 before it is filed.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1The conflict of interest policy is part of the masonic code of operations. Compliance is monitored by the governing body.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2No documents available to the public.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
IRS990ScheduleR/AssetExchangeInd0false
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0false
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0Ancient and Accepted Scottish Rite
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0526054737
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(c)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0DC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0Fraternal Organization
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt01733 16th Street NW
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0Washington
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0DC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd0200093103
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd0false
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd0false
IRS990ScheduleR/PaidEmployeesSharingInd0false
IRS990ScheduleR/PerformOfServicesByOtherOrgInd0false
IRS990ScheduleR/PerformOfServicesForOthOrgInd0false
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd0false
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd0false
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd0false
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd0false
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd0false
IRS990ScheduleR/SharingOfFacilitiesInd0false
IRS990ScheduleR/TransferFromOtherOrgInd0false
IRS990ScheduleR/TransferToOtherOrgInd0false
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false

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.$2.78$0.00$2.78$0.53$0.29$0.23
2024Detailed filing. Detailed filing data is available for this year.$2.20$0.00$2.20$0.85$0.62$0.23
2023Detailed filing. Detailed filing data is available for this year.$1.90$0.00$1.90$0.37$0.31$0.06
2022Detailed filing. Detailed filing data is available for this year.$1.94$0.00$1.94$0.08$0.39$0.47
2021Detailed filing. Detailed filing data is available for this year.$2.41$0.05$2.36$0.97$0.30$0.67
2020Detailed filing. Detailed filing data is available for this year.$1.70$0.00$1.70$0.40$0.39$0.01
2019Detailed filing. Detailed filing data is available for this year.$1.79$0.00$1.79$0.49$0.41$0.08
2018Detailed filing. Detailed filing data is available for this year.$1.76$0.00$1.76$0.39$0.30$0.09
2017Detailed filing. Detailed filing data is available for this year.$1.57$0.00$1.57$0.41$0.49$0.09
2016Detailed filing. Detailed filing data is available for this year.$1.55$0.00$1.55$0.47$0.32$0.14
2015Detailed filing. Detailed filing data is available for this year.$1.44$0.00$1.44$0.24$0.37$0.13
2014Detailed filing. Detailed filing data is available for this year.$1.66$0.00$1.66$0.39$0.31$0.09
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.50$0.00$1.50$0.36$0.35$0.01
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.42$0.00$1.42$0.55
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.75$0.00$1.75$0.42