Civic Intelligence

Louisville Scottish Rite Foundation Inc.

990 • Fiscal year 2017 • EIN 61-1077217

Jul 01, 2016 to Jun 30, 2017 • Filed on Nov 01, 2017

Organization ProfileWWW.LOUISVILLESCOTTISHRITE.ORG
200 East Gray StreetLouisville, KY 40202

(502) 584-7483

Siviq Scores

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

Liabilities / Assets

21st percentile

0.00x

Higher debt load relative to assets than 21% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

42nd percentile

0.07x

Higher debt load relative to revenue than 42% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Net Margin

46th percentile

1.7%

Higher net margin than 46% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

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.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Asset Growth

71st percentile

12%

Faster asset growth than 71% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

42nd percentile

1.4%

Faster revenue growth than 42% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets21st percentile

Assets

Up

$2,379,541

Up $246,090 (+12%) from 2016

Net Assets

Up

$2,371,314

Up $247,555 (+12%) from 2016

Liabilities

Down

$8,227

Down $1,465 (-15%) from 2016

Revenue And Expenses
Liabilities / Revenue42nd percentileNet Margin46th percentile

Revenue

Up

$126,210

Up $1,726 (+1.4%) from 2016

Expenses

Up

$124,025

Up $3,621 (+3.0%) from 2016

Net Income

Down

$2,185

Down $1,895 (-46%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth71st percentile

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2011: $1,061,434Liabilities 2011: $0Net Assets 2011: $1,061,4342011Assets 2012: $1,039,306Liabilities 2012: $458Net Assets 2012: $1,038,8482012Assets 2013: $1,618,534Liabilities 2013: $13,599Net Assets 2013: $1,604,9352013Assets 2014: $1,998,599Liabilities 2014: $12,245Net Assets 2014: $1,986,3542014Assets 2015: $2,122,959Liabilities 2015: $10,932Net Assets 2015: $2,112,0272015Assets 2016: $2,133,451Liabilities 2016: $9,692Net Assets 2016: $2,123,7592016Assets 2017: $2,379,541Liabilities 2017: $8,227Net Assets 2017: $2,371,3142017Assets 2018: $2,614,627Liabilities 2018: $6,374Net Assets 2018: $2,608,2532018Assets 2019: $2,950,134Liabilities 2019: $5,008Net Assets 2019: $2,945,1262019Assets 2020: $3,045,493Liabilities 2020: $3,643Net Assets 2020: $3,041,8502020Assets 2021: $3,930,051Liabilities 2021: $4,273Net Assets 2021: $3,925,7782021Assets 2022: $2,359,947Liabilities 2022: $912Net Assets 2022: $2,359,0352022Assets 2023: $2,403,684Liabilities 2023: $0Net Assets 2023: $2,403,6842023Assets 2024: $3,626,253Liabilities 2024: $0Net Assets 2024: $3,626,2532024

Highlighted filing

2017

Assets$2,379,541
Liabilities$8,227
Net Assets$2,371,314
Open 2017 Filing

Operations Trend

Revenue Growth42nd percentile

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

$1.5M$1.0M$500K$0-$500KExpenses 2011: $463,0342011Expenses 2012: $289,0312012Expenses 2013: $121,6212013Revenue 2014: $903,802Expenses 2014: $218,104Net Income 2014: $685,6982014Revenue 2015: $171,838Expenses 2015: $121,044Net Income 2015: $50,7942015Revenue 2016: $124,484Expenses 2016: $120,404Net Income 2016: $4,0802016Revenue 2017: $126,210Expenses 2017: $124,025Net Income 2017: $2,1852017Revenue 2018: $145,121Expenses 2018: $119,176Net Income 2018: $25,9452018Revenue 2019: $418,446Expenses 2019: $112,978Net Income 2019: $305,4682019Revenue 2020: $168,715Expenses 2020: $127,753Net Income 2020: $40,9622020Revenue 2021: $313,851Expenses 2021: $100,311Net Income 2021: $213,5402021Revenue 2022: $132,614Expenses 2022: $171,925Net Income 2022: -$39,3112022Revenue 2023: $230,780Expenses 2023: $186,131Net Income 2023: $44,6492023Revenue 2024: $1,375,682Expenses 2024: $153,113Net Income 2024: $1,222,5692024

Highlighted filing

2017

Revenue$126,210
Expenses$124,025
Net Income$2,185
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Nov 1, 2017
Return Version
2016v3.0
Gross Receipts
$174,032
Mission and Program Overview

Mission

The mission is to fund the childhood language development program which is for pre-school children between the ages of 2 and 5 that have been diagnosed as having a treatable language disorder.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$2,089,389$2,346,547▲ $257,158
Cash and Non-Interest-Bearing Accounts$44,062$32,994▼ $11,068
Total Assets$2,133,451$2,379,541▲ $246,090
Liabilities
Other Liabilities$9,106$7,740▼ $1,366
Accounts Payable and Accrued Expenses$586$487▼ $99
Total Liabilities$9,692$8,227▼ $1,465
Net Assets / Fund Balance
Unrestricted Net Assets$2,123,759$2,371,314▲ $247,555
Total Net Assets Fund Balance$2,123,759$2,371,314▲ $247,555
Total Liabilities and Net Assets / Fund Balance$2,133,451$2,379,541▲ $246,090
Compensation and Service Providers
Top Officer Pay35th percentile

Board Members and Trustees

NameTitle
David L OwenPresident
Carl BlackDirector
Carl Metz PhdDirector
Timothy D RootDirector
Wendell LittlefieldDirector
David E CarterSecretary T
James E BrownVice-preside
Revenue and Support

Revenue Composition

Contributions and Grants
$47,031
Program Service Revenue
$0
Investment Income
$62,387
Other Revenue
$16,792
All Other Contributions
$47,031
Change in Net Assets
$2,185

Audited Revenue Reconciliation

Revenue per Audited Statements
$126,210
Revenue Not Reported on Form 990
$259,923
Total Revenue per Audited Statements
$386,133
Total Revenue per Form 990
$126,210
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$100,000
Salaries, Compensation, and Employee Benefits$12,194
Other Expenses$11,831
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$100,000--$100,000
Other Salaries and Wages-$11,298-$11,298
Fees for Services Accounting-$5,400-$5,400
Other Expenses$3,731--$3,731
Office Expenses-$1,493-$1,493
Conferences and Meetings-$1,034-$1,034
Payroll Taxes-$896-$896
Occupancy-$108-$108
Fees for Services Other-$65-$65
Total Functional Expenses$103,731$20,294$0$124,025

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$138,578
Expenses per Audited Statements$124,025
Total Expenses per Form 990$124,025
Expenses Not Reported on Form 990$14,553
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Louisville Pediatric TherapyLouisville, KY501c3Childhood Language$100,000
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$31,345
Fundraising Direct Expenses$14,553
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Golf Scramble$22,730$22,730$14,303$8,427
Bowl a Rama$8,615$8,615$250$8,365
Total Events$31,345$31,345$14,553$16,792
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Cga Fbo Barbara Slayton$7,740
Governance and Compliance

Governance Checklist

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

“The form 990 is presented at a regular board meeting and discussed. The form 990 is also reviewed in detail with the board president.”

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

“The conflict of interest policy is reviewed annually and all board members are required to review and execute a conflict of interest statement. The conflict of interest statements are updated annually.”

Form 990, Page 6, Part VI, Line 19

“The organization's governing documents are made available to the public for inspection upon receiving a request for said documents at the organization's business office.”

Filing and Contact Details

Filer

Filer Name
Louisville Scottish Rite Foundation
EIN
61-1077217
Phone
5025847483
Address
200 EAST GRAY STREET, LOUISVILLE, KY 40202

Signing Officer

Name
David L Owen
Title
President
Phone
5025847483
Signed
2017-11-01
Discuss with paid preparer
Yes

Organization Details

Principal Officer
David L Owen
Formed
1985
Legal Domicile
Ky
Voting Board Members
7
Independent Board Members
7
Employees
1

Preparer

Firm
Amick & Company
Address
410 W CHESTNUT ST STE 237, LOUISVILLE, KY 40202-2323
Preparer
Gordon a Peterson
Phone
5025835381
Supplemental Narrative

Additional Explanations

Form 990, Part XI, Line 9

“Fund raising expenses 14,553 fund raising expenses -14,553”

Financial Statement Notes

Schedule D, Page 3, Part X

“The organization has analyzed all tax positions taken for filing with the internal revenue service and all state jurisdictions where it operates. The organization believes that the income tax positions taken, if any, will be sustained upon examination and does not anticipate any adjustments that would result in a material adverse effect on the organization's financial condition.”

Schedule D, Page 4, Part XI, Line 2D

“Fund raising expenses 14,553”

Schedule D, Page 4, Part XII, Line 2D

“Fund raising expenses 14,553”

Raw XML Appendix381 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.

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IRS990ScheduleD/RevenueSubtotalAmt0126210
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION HAS ANALYZED ALL TAX POSITIONS TAKEN FOR FILING WITH THE INTERNAL REVENUE SERVICE AND ALL STATE JURISDICTIONS WHERE IT OPERATES. THE ORGANIZATION BELIEVES THAT THE INCOME TAX POSITIONS TAKEN, IF ANY, WILL BE SUSTAINED UPON EXAMINATION AND DOES NOT ANTICIPATE ANY ADJUSTMENTS THAT WOULD RESULT IN A MATERIAL ADVERSE EFFECT ON THE ORGANIZATION'S FINANCIAL CONDITION.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1FUND RAISING EXPENSES 14,553
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt2FUND RAISING EXPENSES 14,553
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE D, PAGE 3, PART X
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IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc2SCHEDULE D, PAGE 4, PART XII, LINE 2D
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE FORM 990 IS PRESENTED AT A REGULAR BOARD MEETING AND DISCUSSED. THE FORM 990 IS ALSO REVIEWED IN DETAIL WITH THE BOARD PRESIDENT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE CONFLICT OF INTEREST POLICY IS REVIEWED ANNUALLY AND ALL BOARD MEMBERS ARE REQUIRED TO REVIEW AND EXECUTE A CONFLICT OF INTEREST STATEMENT. THE CONFLICT OF INTEREST STATEMENTS ARE UPDATED ANNUALLY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ORGANIZATION'S GOVERNING DOCUMENTS ARE MADE AVAILABLE TO THE PUBLIC FOR INSPECTION UPON RECEIVING A REQUEST FOR SAID DOCUMENTS AT THE ORGANIZATION'S BUSINESS OFFICE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3FUND RAISING EXPENSES 14,553 FUND RAISING EXPENSES -14,553
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 12C
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART XI, LINE 9
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IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
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IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0103731
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IRS990/WebsiteAddressTxt0WWW.LOUISVILLESCOTTISHRITE.ORG
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DAVID L OWEN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum05025847483
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-11-01
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LOUISVILLE SCOTTISH RITE FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0LOUI
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ReturnHeader/Filer/PhoneNum05025847483
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ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0AMICK & COMPANY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0410 W CHESTNUT ST STE 237
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LOUISVILLE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0KY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0402022323
ReturnHeader/PreparerPersonGrp/PhoneNum05025835381
ReturnHeader/PreparerPersonGrp/PreparationDt02017-11-01
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0GORDON A PETERSON
ReturnHeader/ReturnTs02017-11-14T15:49:56-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$2,379,541
Liabilities
$8,227
Net assets
$2,371,314
Revenue
$126,210
Expenses
$124,025
Net income
$2,185
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.63$0.00$3.63$1.38$0.15$1.22
2023Detailed filing. Detailed filing data is available for this year.$2.40$0.00$2.40$0.23$0.19$0.04
2022Detailed filing. Detailed filing data is available for this year.$2.36$0.00$2.36$0.13$0.17$0.04
2021Detailed filing. Detailed filing data is available for this year.$3.93$0.00$3.93$0.31$0.10$0.21
2020Detailed filing. Detailed filing data is available for this year.$3.05$0.00$3.04$0.17$0.13$0.04
2019Detailed filing. Detailed filing data is available for this year.$2.95$0.01$2.95$0.42$0.11$0.31
2018Detailed filing. Detailed filing data is available for this year.$2.61$0.01$2.61$0.15$0.12$0.03
2017Detailed filing. Detailed filing data is available for this year.$2.38$0.01$2.37$0.13$0.12$0.00
2016Detailed filing. Detailed filing data is available for this year.$2.13$0.01$2.12$0.12$0.12$0.00
2015Detailed filing. Detailed filing data is available for this year.$2.12$0.01$2.11$0.17$0.12$0.05
2014Detailed filing. Detailed filing data is available for this year.$2.00$0.01$1.99$0.90$0.22$0.69
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.62$0.01$1.60$0.12
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.04$0.00$1.04$0.29
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.06$0.00$1.06$0.46