Civic Intelligence

New Orleans Scottish Rite Foundation Inc.

990PF • Fiscal year 2019 • EIN 72-1330815

Jan 01, 2019 to Dec 31, 2019 • Filed on Nov 05, 2020

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

15th percentile

0.00x

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

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

Liabilities / Revenue

15th percentile

0.00x

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

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

Net Margin

96th percentile

71%

Higher net margin than 96% of similar nonprofits.

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

Top Officer Pay

36th percentile

$0

Higher top officer pay than 36% of similar nonprofits.

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

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

Asset Growth

66th percentile

9.9%

Faster asset growth than 66% of similar nonprofits.

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

Revenue Growth

39th percentile

0.1%

Faster revenue growth than 39% of similar nonprofits.

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

Assets

Up

$4,170,954

Up $375,881 (+9.9%) from 2018

Net Assets

Up

$4,170,954

Up $375,881 (+9.9%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue

Up

$116,086

Up $70 (+0.1%) from 2018

Expenses

Down

$33,966

Down $2,095 (-5.8%) from 2018

Net Income

Up

$82,120

Up $2,165 (+2.7%) from 2018

Historical Trend

Balance Sheet Trend

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

2019

Assets$4,170,954
Liabilities$0
Net Assets$4,170,954

Operations Trend

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

2019

Revenue$116,086
Expenses$33,966
Net Income$82,120
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Nov 5, 2020
Return Version
2019v5.1
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.

Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JAY OWENSBYPresident-$0--
THOMAS H DOUSSAN JRTreasurer-$0--
TONY RADOSTISecretary-$0--
MARTIN REINSCHMIDTDirector-$0--
NELSON ARDOINDirector-$0--
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 Doussan
Title
Treasurer
Phone
5048407633
Signed
2020-11-05
Discuss with paid preparer
Yes

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
Raw XML Appendix265 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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IRS990PF/SumOfProgramRelatedInvstGrp/Expenses1Amt00
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt00
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
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt0800
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0DUE FROM NEW ORLEANS SCOTTISH RITE
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt0335
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt0335
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0INVESTMENT ADVISORY FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1STORAGE EXPENSE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt020766
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt020766
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt113200
OtherIncreasesSchedule/OtherIncreasesDetail/Amt0293761
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0UNREALIZED GAIN ON SECURITIES
ReturnHeader/BuildTS02021-04-22 16:20:28Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0THOMAS DOUSSAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum05048407633
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-11-05
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
ReturnHeader/Filer/USAddress/ZIPCd070005
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0A468438012E70B0F7A9FC5E7F6F199F258711CB0
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0A468438012E70B0F7A9FC5E7F6F199F258711CB0
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId072836820203140allnuu
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02020-11-09
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0107.143.24.156
ReturnHeader/FilingSecurityInformation/IPDt02020-11-09
ReturnHeader/FilingSecurityInformation/IPTm014:53:18
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/PreparationDt02020-11-09
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Thomas H Doussan Jr
ReturnHeader/ReturnTs02020-11-09T14:52:32-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

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.$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