Civic Intelligence

Scottish Rite Fdn in Ky

990PF • Fiscal year 2017 • EIN 61-6036090

Jul 01, 2016 to Jun 30, 2017 • Filed on Jan 15, 2018

200 East Gray StreetLouisville, KY 40202

(502) 584-6185

Siviq Scores

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

Liabilities / Assets

69th percentile

0.11x

Higher debt load relative to assets than 69% of similar nonprofits.

2017 filings • $500k-$1M nonprofits • Source year 2017

Liabilities / Revenue

92nd percentile

1.14x

Higher debt load relative to revenue than 92% of similar nonprofits.

2017 filings • $500k-$1M nonprofits • Source year 2017

Net Margin

13th percentile

-28%

Higher net margin than 13% of similar nonprofits.

2017 filings • $500k-$1M nonprofits • Source year 2017

Top Officer Pay

54th percentile

$0

Higher top officer pay than 54% of similar nonprofits.

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

2017 filings • $500k-$1M nonprofits • Source year 2017

Asset Growth

36th percentile

-1.0%

Faster asset growth than 36% of similar nonprofits.

2017 filings • $500k-$1M nonprofits • Annualized from 2016 to 2017

Revenue Growth

36th percentile

-1.3%

Faster revenue growth than 36% of similar nonprofits.

2017 filings • $500k-$1M nonprofits • Annualized from 2016 to 2017

Assets

Down

$763,617

Down $7,961 (-1.0%) from 2016

Net Assets

Down

$677,617

Down $55,396 (-7.6%) from 2016

Liabilities

Up

$86,000

Up $47,435 (+123%) from 2016

Revenue

Down

$75,429

Down $976 (-1.3%) from 2016

Expenses

Up

$96,292

Up $47,810 (+99%) from 2016

Net Income

Down

-$20,863

Down $48,786 (-175%) from 2016

Historical Trend

Balance Sheet Trend

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

$1.0M$500K$0Assets 2011: $814,002Liabilities 2011: $4,570Net Assets 2011: $809,4322011Assets 2012: $805,306Liabilities 2012: $9,107Net Assets 2012: $796,1992012Assets 2013: $845,348Liabilities 2013: $79,200Net Assets 2013: $766,1482013Assets 2014: $868,854Liabilities 2014: $91,201Net Assets 2014: $777,6532014Assets 2015: $795,090Liabilities 2015: $90,000Net Assets 2015: $705,0902015Assets 2016: $771,578Liabilities 2016: $38,565Net Assets 2016: $733,0132016Assets 2017: $763,617Liabilities 2017: $86,000Net Assets 2017: $677,6172017Assets 2018: $728,405Liabilities 2018: $96,000Net Assets 2018: $632,4052018Assets 2019: $721,551Liabilities 2019: $81,700Net Assets 2019: $639,8512019Assets 2020: $727,906Liabilities 2020: $76,000Net Assets 2020: $651,9062020Assets 2021: $682,696Liabilities 2021: $92,000Net Assets 2021: $590,6962021Assets 2022: $600,462Liabilities 2022: $80,000Net Assets 2022: $520,4622022Assets 2023: $573,340Liabilities 2023: $98,000Net Assets 2023: $475,3402023Assets 2024: $527,293Liabilities 2024: $96,000Net Assets 2024: $431,2932024

Highlighted filing

2017

Assets$763,617
Liabilities$86,000
Net Assets$677,617

Operations Trend

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

$150K$100K$50K$0-$50K-$100KExpenses 2011: $13,4362011Expenses 2012: $42,6712012Revenue 2013: $87,123Expenses 2013: $117,174Net Income 2013: -$30,0512013Revenue 2014: $113,143Expenses 2014: $101,638Net Income 2014: $11,5052014Revenue 2015: $28,137Expenses 2015: $100,700Net Income 2015: -$72,5632015Revenue 2016: $76,405Expenses 2016: $48,482Net Income 2016: $27,9232016Revenue 2017: $75,429Expenses 2017: $96,292Net Income 2017: -$20,8632017Revenue 2018: $60,773Expenses 2018: $105,985Net Income 2018: -$45,2122018Revenue 2019: $98,878Expenses 2019: $91,432Net Income 2019: $7,4462019Revenue 2020: $99,502Expenses 2020: $87,447Net Income 2020: $12,0552020Revenue 2021: $44,071Expenses 2021: $105,281Net Income 2021: -$61,2102021Revenue 2022: $18,199Expenses 2022: $88,433Net Income 2022: -$70,2342022Revenue 2023: $56,216Expenses 2023: $101,338Net Income 2023: -$45,1222023Revenue 2024: $57,184Expenses 2024: $99,679Net Income 2024: -$42,4952024

Highlighted filing

2017

Revenue$75,429
Expenses$96,292
Net Income-$20,863
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Jan 15, 2018
Return Version
2016v3.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
ROGER D BARNETTChairman-$0--
EDWIN L VARDIMAN SRVice Chairma-$0--
GLENN H GRAYTreasurer-$0--
JACK J EARLYTrustee-$0--
C VICTOR RAMEYTrustee-$0--
WILLIAM H MARTINTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Scottish Rite Foundation in
EIN
61-6036090
Phone
5025846185
Address
200 EAST GRAY STREET, LOUISVILLE, KY 40202

Signing Officer

Name
Glenn H Gray
Title
Treasurer
Signed
2018-01-15
Discuss with paid preparer
Yes

Preparer

Firm
Amick & Company
Address
410 W CHESTNUT ST STE 237, LOUISVILLE, KY 40202-2323
Preparer
Gordon a Peterson
Phone
5025835381
Raw XML AppendixShowing 400 of 408 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.

Path#Value
AccountingFeesSchedule/AccountingFeesDetail/Amt06000
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0AMICK & COMPANY, PSC
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt06000
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt02010-01
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt12009-10
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GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt42012-08
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GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc0PFIZER INC LITIGATION
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc1SYSCO CORPORATION
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc2CHINA PETE CHEM
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc3JOHNSON & JOHNSON
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc4WELLS FARGO & CO
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc5ALTRIA GROUP INC
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc6DARDEN RESTAURANTS INC
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc7FOUR CORNERS PROPERTY TR
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc8JOHNSON & JOHNSON
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GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt02016-07
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GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt42017-03
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GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt62017-05
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt72017-05
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt82017-05
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt057
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt111646
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt23
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GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt71522
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt83174
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt0700016
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt01008967
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0CORP STOCK INVESTMENT
InvestmentsGovtObligationsSch/USGovtObligationsBookVlEOYAmt0248
InvestmentsGovtObligationsSch/USGovtObligationsEOYFMVAmt0127
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt033863
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/RelatedOrExemptFunctionIncmAmt037266
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc0PRIOR YEAR UNPAID SCHOLARSHIP
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/RelatedOrExemptFunctionIncmAmt04300
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt033863
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt041566
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt075429
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt06000
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt06000
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt04300
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt068800
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt086000
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt033863
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt033863
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-20863
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt089913
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt037266
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt030517
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt0175
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt0314
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeAdjNetIncmAmt04300
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt04300
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt02887
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt02887
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt0459
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt01091
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjNetIncmAmt04300
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt074975
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt03346
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IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt075429
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt06175
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt03346
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt010292
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-20863
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt034533
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0712150
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0733013
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0677617
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt052207
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt052207
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt052207
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt052817
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0610
IRS990PF/DistributableAmountGrp/TotalTaxAmt0610
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt019
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0610
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0610
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0610
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt0629
IRS990PF/FMVAssetsEOYAmt01072447
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0753232
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IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt01008967
IRS990PF/Form990PFBalanceSheetsGrp/GrantsPayableBOYAmt038565
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IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt018071
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IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt01072447
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IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0771578
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt20.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt30.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt40.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt50.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0ROGER D BARNETT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1EDWIN L VARDIMAN SR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2GLENN H GRAY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3JACK J EARLY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm4C VICTOR RAMEY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm5WILLIAM H MARTIN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0CHAIRMAN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1VICE CHAIRMA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2TREASURER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt4TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt5TRUSTEE
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1200 EAST GRAY STREET
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt2200 EAST GRAY STREET
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt3200 EAST GRAY STREET
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt4200 EAST GRAY STREET
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt5200 EAST GRAY STREET
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0LOUISVILLE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1LOUISVILLE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2LOUISVILLE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm3LOUISVILLE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm4LOUISVILLE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm5LOUISVILLE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0KY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1KY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2KY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd3KY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd4KY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd5KY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd040202
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd140202
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd240202
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd340202
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd440202
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd540202
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt075344
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt075649
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt040705
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt095824
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt096301
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt0113553
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt031189
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.071325
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.039654
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.088883
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.087361
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.108335
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.032390
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt0305
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt01056343
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt01026504
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt01078086
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt01102333
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt01048169
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt0962920
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt074975
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.356623
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt074975
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt074975
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt074975
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/LineNumberTxt08
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt0GAIN (LOSS) FROM SALE OF INVESTMENTS TO PAY GRANTS
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0200 EAST GRAY STREET
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0LOUISVILLE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0KY
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd040202
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0KY
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0GLENN H GRAY
IRS990PF/StatementsRegardingActyGrp/PhoneNum05025846185
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0MURRAY STATE UNIVERSITY & EASTERN KENTUCKY UNIVERSITY - TO PROVIDE GRANTS TO COLLEGE STUDENTS PURSUING A DOCTORATE IN PUBLIC EDUCATION ADMINISTRATION AND GRADUATE STUDIES IN SPEECH PATHOLOGY.
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt086000
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/Amt08600
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/Amt18600
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/GrantOrContributionPurposeTxt0EDUCATION GRANTS
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/GrantOrContributionPurposeTxt1EDUCATION GRANT
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientFoundationStatusTxt0INDIVIDUAL
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientFoundationStatusTxt1INDIVIDUAL
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientPersonNm0EASTERN KENTUCKY UNIVERSITY
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientPersonNm1MURRAY STATE UNIVERSITY
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/AddressLine1Txt0521 LANCASTER AVENUE
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/AddressLine1Txt1200 SPARKS HALL
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/CityNm0RICHMOND
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/CityNm1MURRAY
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/StateAbbreviationCd0KY
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/StateAbbreviationCd1KY
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/ZIPCd0404753160
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/ZIPCd142071
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt047300
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt121500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0EDUCATION GRANTS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1EDUCATION GRANTS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0INDIVIDUAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1INDIVIDUAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0EASTERN KENTUCKY UNIVERSI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm1MURRAY STATE UNIVERSITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0521 LANCASTER AVENUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1200 SPARKS HALL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0RICHMOND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1MURRAY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0KY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1KY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd0404753160
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd142071
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt017200
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt068800
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt052207
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt052207
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt042532
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt043374
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt04812
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0113486
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt022768
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt042532
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt043374
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt04812
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt074975
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt022768
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0113486
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt090718
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherDecreasesSchedule/OtherDecreasesDetail/Amt034533
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0MARKET CORRECTION BOOK TO TAX
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1ADVERTISING OF PUBLIC INSPECT
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2BOARD MEETING EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3BANK FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0175
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0175
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt179
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt260
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt04300
OtherIncomeSchedule2/OtherIncomeDetail/Desc0PRIOR YEAR UNPAID SCHOLARSHIP
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt04300
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt02887
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt02887
TaxesSchedule/TaxesDetail/Amt0632
TaxesSchedule/TaxesDetail/Amt1459
TaxesSchedule/TaxesDetail/CategoryTxt0IRS EXCISE TAX
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAXES
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0459
ReturnHeader/BuildTS02018-03-14 21:41:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0GLENN H GRAY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-01-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SCOTTISH RITE FOUNDATION IN
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0KENTUCKY
ReturnHeader/Filer/BusinessNameControlTxt0SCOT
ReturnHeader/Filer/EIN0616036090
ReturnHeader/Filer/PhoneNum05025846185
ReturnHeader/Filer/USAddress/AddressLine1Txt0200 EAST GRAY STREET
ReturnHeader/Filer/USAddress/CityNm0LOUISVILLE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0KY
ReturnHeader/Filer/USAddress/ZIPCd040202
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0D5E8081BF9A2BAC7F2ADC5C6A6931EBB9426AE59
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId014BB3C83F8145425BB079015CB1EA83C90A47C46
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0611222794
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

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$5.27$0.96$4.31$0.57$1.00$0.42
2023Detailed filing. Detailed filing data is available for this year.$5.73$0.98$4.75$0.56$1.01$0.45
2022Detailed filing. Detailed filing data is available for this year.$6.00$0.80$5.20$0.18$0.88$0.70
2021Detailed filing. Detailed filing data is available for this year.$6.83$0.92$5.91$0.44$1.05$0.61
2020Detailed filing. Detailed filing data is available for this year.$7.28$0.76$6.52$1.00$0.87$0.12
2019Detailed filing. Detailed filing data is available for this year.$7.22$0.82$6.40$0.99$0.91$0.07
2018Detailed filing. Detailed filing data is available for this year.$7.28$0.96$6.32$0.61$1.06$0.45
2017Detailed filing. Detailed filing data is available for this year.$7.64$0.86$6.78$0.75$0.96$0.21
2016Detailed filing. Detailed filing data is available for this year.$7.72$0.39$7.33$0.76$0.48$0.28
2015Detailed filing. Detailed filing data is available for this year.$7.95$0.90$7.05$0.28$1.01$0.73
2014Detailed filing. Detailed filing data is available for this year.$8.69$0.91$7.78$1.13$1.02$0.12
2013Detailed filing. Detailed filing data is available for this year.$8.45$0.79$7.66$0.87$1.17$0.30
2012Detailed filing. Detailed filing data is available for this year.$8.05$0.09$7.96$0.43
2011Detailed filing. Detailed filing data is available for this year.$8.14$0.05$8.09$0.13