Civic Intelligence

New Orleans Scottish Rite Foundation Inc.

990 • Fiscal year 2018 • EIN 72-1330815

Jan 01, 2018 to Dec 31, 2018 • Filed on Oct 02, 2019

Organization ProfileN/A
433 Metairie RoadMetairie, LA 70005

(504) 835-3780

Siviq Scores

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

Liabilities / Assets

14th percentile

0.00x

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

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Liabilities / Revenue

14th percentile

0.00x

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

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Net Margin

95th percentile

69%

Higher net margin than 95% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

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.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Asset Growth

34th percentile

-2.5%

Faster asset growth than 34% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Revenue Growth

88th percentile

52%

Faster revenue growth than 88% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets14th percentile

Assets

Down

$3,795,073

Down $98,492 (-2.5%) from 2017

Net Assets

Down

$3,795,073

Down $96,744 (-2.5%) from 2017

Liabilities

Down

$0

Down $1,748 (-100%) from 2017

Revenue And Expenses
Liabilities / Revenue14th percentileNet Margin95th percentile

Revenue

Up

$116,016

Up $39,558 (+52%) from 2017

Expenses

Down

$36,061

Down $854 (-2.3%) from 2017

Net Income

Up

$79,955

Up $40,412 (+102%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth34th percentile

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

$6.0M$4.0M$2.0M$0Assets 2011: $835,256Liabilities 2011: $181,496Net Assets 2011: $653,7602011Assets 2012: $866,956Liabilities 2012: $173,105Net Assets 2012: $693,8512012Assets 2013: $930,667Liabilities 2013: $166,753Net Assets 2013: $763,9142013Assets 2014: $3,644,910Liabilities 2014: $5,454Net Assets 2014: $3,639,4562014Assets 2015: $3,584,913Liabilities 2015: $0Net Assets 2015: $3,584,9132015Assets 2016: $3,705,275Liabilities 2016: $0Net Assets 2016: $3,705,2752016Assets 2017: $3,893,565Liabilities 2017: $1,748Net Assets 2017: $3,891,8172017Assets 2018: $3,795,073Liabilities 2018: $0Net Assets 2018: $3,795,0732018Assets 2019: $4,170,954Liabilities 2019: $0Net Assets 2019: $4,170,9542019Assets 2020: $4,356,369Liabilities 2020: $0Net Assets 2020: $4,356,3692020Assets 2021: $4,406,730Liabilities 2021: $0Net Assets 2021: $4,406,7302021Assets 2022: $3,523,469Liabilities 2022: $0Net Assets 2022: $3,523,4692022Assets 2023: $3,784,240Liabilities 2023: $0Net Assets 2023: $3,784,2402023Assets 2024: $3,863,479Liabilities 2024: $0Net Assets 2024: $3,863,4792024

Highlighted filing

2018

Assets$3,795,073
Liabilities$0
Net Assets$3,795,073
Open 2018 Filing

Operations Trend

Revenue Growth88th percentile

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

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2011: $47,828Expenses 2011: $28,904Net Income 2011: $18,9242011Expenses 2012: $28,8622012Revenue 2013: $76,425Expenses 2013: $28,100Net Income 2013: $48,3252013Revenue 2014: $2,864,538Expenses 2014: $1,658Net Income 2014: $2,862,8802014Revenue 2015: $45,600Expenses 2015: $37,322Net Income 2015: $8,2782015Revenue 2016: $69,296Expenses 2016: $48,194Net Income 2016: $21,1022016Revenue 2017: $76,458Expenses 2017: $36,915Net Income 2017: $39,5432017Revenue 2018: $116,016Expenses 2018: $36,061Net Income 2018: $79,9552018Revenue 2019: $116,086Expenses 2019: $33,966Net Income 2019: $82,1202019Revenue 2020: $133,062Expenses 2020: $250,829Net Income 2020: -$117,7672020Revenue 2021: $214,449Expenses 2021: $270,364Net Income 2021: -$55,9152021Revenue 2022: $156,511Expenses 2022: $254,498Net Income 2022: -$97,9872022Revenue 2023: $204,517Expenses 2023: $232,651Net Income 2023: -$28,1342023Revenue 2024: $183,571Expenses 2024: $234,752Net Income 2024: -$51,1812024

Highlighted filing

2018

Revenue$116,016
Expenses$36,061
Net Income$79,955
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Oct 2, 2019
Return Version
2018v3.1
Gross Receipts
$288,828
Mission and Program Overview

Mission

The foundation solicits funds to be used to maintain the museum quality furnishings, antiques, and other items of historical, educational, and cultural significance; and, to purchase or construct a new temple. Refer to schedule o, 04 statement.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$3,891,817$3,795,073▼ $96,744
Investments Other Securities$3,627,504$3,752,927▲ $125,423
Savings and Temporary Cash Investments$263,172$36,105▼ $227,067
Cash and Non-Interest-Bearing Accounts$2,704$5,241▲ $2,537
Total Assets$3,893,565$3,795,073▼ $98,492
Other Assets Total$185$800▲ $615
Liabilities
Other Liabilities$1,748--
Total Liabilities$1,748$0▼ $1,748
Net Assets / Fund Balance
Total Net Assets Fund Balance$3,891,817$3,795,073▼ $96,744
Total Liabilities and Net Assets / Fund Balance$3,893,565$3,795,073▼ $98,492

Asset Categories

AssetBook ValueDepreciationBasis
Other Assets Org$800--
Other Securities$3,752,927--
Compensation and Service Providers
Top Officer Pay35th percentile

Board Members and Trustees

NameTitle
Jay OwensbyVice President
Guy WilsonDirector
Martin ReinschmidtDirector
Bernard GouldPresdirector
Tony RadostiSecretary
Thomas H Doussan JrTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$800
Program Service Revenue
$0
Investment Income
$115,216
Other Revenue
$0
All Other Contributions
$800
Change in Net Assets
$79,955
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$36,061
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Expenses$1,500--$1,500
Total Functional Expenses$36,061$0$0$36,061
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
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

Committee meeting documentation Part VI line 8B

“All meetings are documented in the minutes.”

Form 990 governing body review Part VI line 11

“The return was reviewed by some of the board members.”

Governing documents etc available to public Part VI line 19

“AVAILABLE UPON REQUEST.”

Filing and Contact Details

Filer

Filer Name
New Orleans Scottish Rite Foundatio
EIN
72-1330815
Address
433 METAIRIE ROAD, METAIRIE, LA 70005

Signing Officer

Name
Thomas H Doussan Jr
Title
Treasurer
Phone
5048407633
Signed
2019-10-02
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Bernard Gould
Formed
1996
Legal Domicile
La
Voting Board Members
6
Independent Board Members
6
Employees
0

Preparer

Firm
Thomas H Doussan Jr CPA APAC
Address
2121 N Causeway Blvd Ste 222, Metairie, LA 70001
Preparer
Thomas H Doussan Jr
Phone
5048407633
Supplemental Narrative

Additional Explanations

Cessation of or significant change to any program service Part III line 3

“The new orleans scottish rite foundation was originally organized to protect, preserve, maintain, and restore the scottish rite temple located in new orleans, la. The scottish rite temple was sold on december 26, 2014, as the building no longer met the needs of the foundation. The foundation will use proceeds from the sale of the temple, as well as any earnings or income from the sales proceeds, to either purchase or construct a new temple. The new temple will be maintained as a museum and library which will be open to the public.”

Raw XML Appendix334 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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ALL MEETINGS ARE DOCUMENTED IN THE MINUTES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE RETURN WAS REVIEWED BY SOME OF THE BOARD MEMBERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE NEW ORLEANS SCOTTISH RITE FOUNDATION WAS ORIGINALLY ORGANIZED TO PROTECT, PRESERVE, MAINTAIN, AND RESTORE THE SCOTTISH RITE TEMPLE LOCATED IN NEW ORLEANS, LA. THE SCOTTISH RITE TEMPLE WAS SOLD ON DECEMBER 26, 2014, AS THE BUILDING NO LONGER MET THE NEEDS OF THE FOUNDATION. THE FOUNDATION WILL USE PROCEEDS FROM THE SALE OF THE TEMPLE, AS WELL AS ANY EARNINGS OR INCOME FROM THE SALES PROCEEDS, TO EITHER PURCHASE OR CONSTRUCT A NEW TEMPLE. THE NEW TEMPLE WILL BE MAINTAINED AS A MUSEUM AND LIBRARY WHICH WILL BE OPEN TO THE PUBLIC.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Committee meeting documentation Part VI line 8b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990 governing body review Part VI line 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Governing documents etc available to public Part VI line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Cessation of or significant change to any program service Part III line 3
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IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
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IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt036061
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IRS990/TotalLiabilitiesBOYAmt01748
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IRS990/TotalRevenueGrp/ExclusionAmt0115216
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0116016
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
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IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt03795073
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ReturnHeader/BuildTS02020-01-14 16:20:31Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0THOMAS H DOUSSAN JR
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum05048407633
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-10-02
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0NEW ORLEANS SCOTTISH RITE FOUNDATIO
ReturnHeader/Filer/BusinessNameControlTxt0NEWO
ReturnHeader/Filer/EIN0721330815
ReturnHeader/Filer/USAddress/AddressLine1Txt0433 METAIRIE ROAD
ReturnHeader/Filer/USAddress/CityNm0METAIRIE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0LA
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ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0B22A874B2D3A862F14CE27123F5ADD26F1605285
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ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId07283682019275vgw5nxn
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02019-10-02
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0107.143.24.156
ReturnHeader/FilingSecurityInformation/IPDt02019-10-02
ReturnHeader/FilingSecurityInformation/IPTm017:44:04
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0600000055
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Thomas H Doussan Jr CPA APAC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02121 N Causeway Blvd Ste 222
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Metairie
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0LA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd070001
ReturnHeader/PreparerPersonGrp/PhoneNum05048407633
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Thomas H Doussan Jr
ReturnHeader/ReturnTs02019-10-02T17:42:45-04:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

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Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,795,073
Liabilities
$0
Net assets
$3,795,073
Revenue
$116,016
Expenses
$36,061
Net income
$79,955
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.86$0.00$3.86$0.18$0.23$0.05
2023Detailed filing. Detailed filing data is available for this year.$3.78$0.00$3.78$0.20$0.23$0.03
2022Detailed filing. Detailed filing data is available for this year.$3.52$0.00$3.52$0.16$0.25$0.10
2021Detailed filing. Detailed filing data is available for this year.$4.41$0.00$4.41$0.21$0.27$0.06
2020Detailed filing. Detailed filing data is available for this year.$4.36$0.00$4.36$0.13$0.25$0.12
2019Detailed filing. Detailed filing data is available for this year.$4.17$0.00$4.17$0.12$0.03$0.08
2018Detailed filing. Detailed filing data is available for this year.$3.80$0.00$3.80$0.12$0.04$0.08
2017Detailed filing. Detailed filing data is available for this year.$3.89$0.00$3.89$0.08$0.04$0.04
2016Detailed filing. Detailed filing data is available for this year.$3.71$0.00$3.71$0.07$0.05$0.02
2015Detailed filing. Detailed filing data is available for this year.$3.58$0.00$3.58$0.05$0.04$0.01
2014Detailed filing. Detailed filing data is available for this year.$3.64$0.01$3.64$2.86$0.00$2.86
2013Detailed filing. Detailed filing data is available for this year.$0.93$0.17$0.76$0.08$0.03$0.05
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.87$0.17$0.69$0.03
2011Summary only. Only limited summary data is available for this year.$0.84$0.18$0.65$0.05$0.03$0.02