Civic Intelligence

Tulsa Scottish Rite Charitable & Educational Foundation

990 • Fiscal year 2015 • EIN 73-6094994

Jan 01, 2015 to Dec 31, 2015 • Filed on Oct 10, 2016

Organization ProfileTULSASCOTTISHRITE.ORG
9525H East 51st StTulsa, OK 74145-9059

(918) 622-7760

Siviq Scores

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

Liabilities / Assets

17th percentile

0.00x

Higher debt load relative to assets than 17% of similar nonprofits.

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

Liabilities / Revenue

24th percentile

0.02x

Higher debt load relative to revenue than 24% of similar nonprofits.

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

Net Margin

81st percentile

23%

Higher net margin than 81% of similar nonprofits.

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

Top Officer Pay

54th percentile

$71,126

Higher top officer pay than 54% of similar nonprofits.

Top officer pay equals 18.7% of source-year revenue.

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

Asset Growth

23rd percentile

-4.8%

Faster asset growth than 23% of similar nonprofits.

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

Revenue Growth

17th percentile

-16%

Faster revenue growth than 17% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets17th percentile

Assets

Down

$4,332,533

Down $217,455 (-4.8%) from 2014

Net Assets

Down

$4,325,982

Down $224,006 (-4.9%) from 2014

Liabilities

Up

$6,551

Up $6,551 from 2014

Revenue And Expenses
Liabilities / Revenue24th percentileNet Margin81st percentile

Revenue

Down

$381,196

Down $70,731 (-16%) from 2014

Expenses

Up

$295,214

Up $7,951 (+2.8%) from 2014

Net Income

Down

$85,982

Down $78,682 (-48%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth23rd percentile

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

$6.0M$4.0M$2.0M$0Assets 2010: $4,101,264Liabilities 2010: $1,249Net Assets 2010: $4,100,0152010Assets 2011: $4,208,282Liabilities 2011: $141Net Assets 2011: $4,208,1412011Assets 2012: $4,120,171Liabilities 2012: $0Net Assets 2012: $4,120,1712012Assets 2013: $4,247,039Liabilities 2013: $0Net Assets 2013: $4,247,0392013Assets 2014: $4,549,988Liabilities 2014: $0Net Assets 2014: $4,549,9882014Assets 2015: $4,332,533Liabilities 2015: $6,551Net Assets 2015: $4,325,9822015Assets 2016: $4,237,032Liabilities 2016: $14,005Net Assets 2016: $4,223,0272016Assets 2017: $4,386,865Liabilities 2017: $320Net Assets 2017: $4,386,5452017Assets 2018: $3,992,628Liabilities 2018: $0Net Assets 2018: $3,992,6282018Assets 2019: $4,413,340Liabilities 2019: $0Net Assets 2019: $4,413,3402019Assets 2020: $4,854,484Liabilities 2020: $532,979Net Assets 2020: $4,321,5052020Assets 2021: $4,725,144Liabilities 2021: $521,681Net Assets 2021: $4,203,4632021Assets 2022: $3,411,703Liabilities 2022: $516,555Net Assets 2022: $2,895,1482022Assets 2023: $3,421,268Liabilities 2023: $499,891Net Assets 2023: $2,921,3772023Assets 2024: $3,479,256Liabilities 2024: $500,211Net Assets 2024: $2,979,0452024

Highlighted filing

2015

Assets$4,332,533
Liabilities$6,551
Net Assets$4,325,982
Open 2015 Filing

Operations Trend

Revenue Growth17th percentile

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

$1.0M$500K$0-$500KExpenses 2010: $308,1222010Expenses 2011: $306,2722011Revenue 2012: $394,245Expenses 2012: $311,544Net Income 2012: $82,7012012Revenue 2013: $432,886Expenses 2013: $288,986Net Income 2013: $143,9002013Revenue 2014: $451,927Expenses 2014: $287,263Net Income 2014: $164,6642014Revenue 2015: $381,196Expenses 2015: $295,214Net Income 2015: $85,9822015Revenue 2016: $312,621Expenses 2016: $312,858Net Income 2016: -$2372016Revenue 2017: $378,538Expenses 2017: $304,582Net Income 2017: $73,9562017Revenue 2018: $248,847Expenses 2018: $247,929Net Income 2018: $9182018Revenue 2019: $739,676Expenses 2019: $172,438Net Income 2019: $567,2382019Revenue 2020: $201,918Expenses 2020: $184,185Net Income 2020: $17,7332020Revenue 2021: $545,718Expenses 2021: $231,157Net Income 2021: $314,5612021Revenue 2022: $160,098Expenses 2022: $240,972Net Income 2022: -$80,8742022Revenue 2023: $157,588Expenses 2023: $248,170Net Income 2023: -$90,5822023Revenue 2024: $128,424Expenses 2024: $283,908Net Income 2024: -$155,4842024

Highlighted filing

2015

Revenue$381,196
Expenses$295,214
Net Income$85,982
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Oct 10, 2016
Return Version
2015v2.1
Gross Receipts
$919,871
Mission and Program Overview

Mission

Supports and operates the childhood language clinic.

Educational and charitable purposes

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$4,203,584$4,151,223▼ $52,361
Savings and Temporary Cash Investments$291,332$108,487▼ $182,845
Accounts Receivable-$32,487-
Land, Buildings, and Equipment, Net$6,844$20,582▲ $13,738
Cash and Non-Interest-Bearing Accounts$45,036$17,102▼ $27,934
Prepaid Expenses and Deferred Charges$540--
Total Assets$4,549,988$4,332,533▼ $217,455
Other Assets Total$2,652$2,652→ $0
Liabilities
Accounts Payable and Accrued Expenses-$6,551-
Total Liabilities$0$6,551▲ $6,551
Net Assets / Fund Balance
Unrestricted Net Assets$4,547,588$4,321,082▼ $226,506
Temporarily Rstr Net Assets$2,400$4,900▲ $2,500
Total Net Assets Fund Balance$4,549,988$4,325,982▼ $224,006
Total Liabilities and Net Assets / Fund Balance$4,549,988$4,332,533▼ $217,455

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$16,933$89,159$106,092
Leasehold Improvements$3,649$4,058$7,707

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2015$4,069,928$1,465▼ $130,449-$3,940,944
2014$3,793,602$4,253▲ $272,073-$4,069,928
2013$3,594,936$6,085▲ $192,581-$3,793,602
2012$3,695,103$12,738▼ $112,905-$3,594,936
2011$3,639,729$31,412▲ $23,962-$3,695,103
Compensation and Service Providers
Top Officer Pay54th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Matthew CargillSecretaryFT$71,126$71,126

Board Members and Trustees

NameTitle
Michael D MaxeyPresident
David a CarpenterVice President
Gary a DavisTrustee
Glen a ScheidTrustee
Joe a WilliamsTrustee
Raylenn L MeldrumTrustee
Richard D SewellTrustee
Robert FullerTrustee
William J GrishaberTrustee
Joe R Manning JrSgig in Oklahoma
Stephen M SmithTreasurer
Stuart LoughTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$73,221
Program Service Revenue
$0
Investment Income
$307,940
Other Revenue
$35
All Other Contributions
$73,221
Change in Net Assets
$85,982

Audited Revenue Reconciliation

Revenue per Audited Statements
$381,196
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$-309,988
Total Revenue per Audited Statements
$71,208
Total Revenue per Form 990
$381,196
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$151,990
Other Expenses$143,224
Total Fundraising Expense$7,366
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$136,995--$136,995
Occupancy$34,000--$34,000
Fees for Service Investment Mgmnt Fees-$18,730-$18,730
Fees for Services Management$11,831--$11,831
Other Employee Benefits$9,493--$9,493
All Other Expenses$6,545-$1,500$8,045
Fees for Services Accounting-$7,017-$7,017
Pension Plan Contributions$5,502--$5,502
Office Expenses$4,028--$4,028
Other Expenses$376$2,066$508$2,950
Depreciation Depletion-$1,453$198$1,651
Information Technology$1,552--$1,552
Conferences and Meetings$1,203--$1,203
Total Functional Expenses$214,601$73,247$7,366$295,214

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$295,214
Total Expenses per Audited Statements$295,214
Total Expenses per Form 990$295,214
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
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
Annual disclosure for covered persons
Yes
Audit committee
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
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 8B

“The foundation does not have any committees authorized to act on behalf of the trustees of the foundation.”

Form 990, Part VI, Section B, Line 11

“The general secretary of the foundation reviews the 990 before it is filed. A copy is made available to the trustees for their review if they so desire.”

Form 990, Part VI, Section B, Line 12C

“Annually the trustees of the foundation are to review the conflict of interest statement and determine if there are any conflicts that should be noted.”

Form 990, Part VI, Section C, Line 19

“All governing documents are available for public inspection at the foundation's office upon request.”

Filing and Contact Details

Filer

Filer Name
Tulsa Scottish Rite Charitable and
EIN
73-6094994
Phone
9186227760
Address
9525H EAST 51ST ST, TULSA, OK 74145-9059

Signing Officer

Name
Matthew T Cargill
Title
Secretary
Phone
9186227760
Signed
2016-10-10
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Matthew T Cargill
Formed
1959
Legal Domicile
Ok
Voting Board Members
13
Independent Board Members
12
Employees
0
Volunteers
0

Preparer

Firm
Engelbach Roberts & Co Pllc
Address
4000 CLASSEN CTR STE 100C, OKLAHOMA CITY, OK 73118
Preparer
Dennis D Galyon
Phone
4055284000
Supplemental Narrative

Financial Statement Notes

PART X, LINE 2:

“The foundation evaluates and accounts for their uncertain tax positions, if any, in accordance with u.s. Generally accepted accounting principles including the foundation's tax position as a tax-exempt not-for-profit entity. Through the foundation's evaluation of its uncertain tax positions, management has determined no uncertain tax positions exist as of december 31,2015 and 2014, which would require the foundation to record a liability for the uncertain tax positions in its financial statements. The foundation's exempt returns for the years ended before december 31, 2012 are no longer subject to examination by tax authorities.”

Raw XML AppendixShowing 400 of 512 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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IRS990/OccupancyGrp/ProgramServicesAmt034000
IRS990/OccupancyGrp/TotalAmt034000
IRS990/OfficeExpensesGrp/ProgramServicesAmt04028
IRS990/OfficeExpensesGrp/TotalAmt04028
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt02652
IRS990/OtherAssetsTotalGrp/EOYAmt02652
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt09493
IRS990/OtherEmployeeBenefitsGrp/TotalAmt09493
IRS990/OtherExpensesGrp/Desc0ADMIN FEES AND GEN INS
IRS990/OtherExpensesGrp/Desc1EQUIPMENT & MAINTENANCE
IRS990/OtherExpensesGrp/Desc2CONSULTANT
IRS990/OtherExpensesGrp/Desc3MISCELLANEOUS
IRS990/OtherExpensesGrp/FundraisingAmt05160
IRS990/OtherExpensesGrp/FundraisingAmt1508
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt039314
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt1959
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt23708
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt32066
IRS990/OtherExpensesGrp/ProgramServicesAmt0216
IRS990/OtherExpensesGrp/ProgramServicesAmt12860
IRS990/OtherExpensesGrp/ProgramServicesAmt2376
IRS990/OtherExpensesGrp/TotalAmt044690
IRS990/OtherExpensesGrp/TotalAmt13819
IRS990/OtherExpensesGrp/TotalAmt23708
IRS990/OtherExpensesGrp/TotalAmt32950
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0136995
IRS990/OtherSalariesAndWagesGrp/TotalAmt0136995
IRS990/PartialLiquidationInd00
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt05502
IRS990/PensionPlanContributionsGrp/TotalAmt05502
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0540
IRS990/PrincipalOfficerNm0MATTHEW T CARGILL
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt049846
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0399926
IRS990/PYOtherExpensesAmt0130388
IRS990/PYOtherRevenueAmt02155
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0164664
IRS990/PYSalariesCompEmpBnftPaidAmt0156875
IRS990/PYTotalExpensesAmt0287263
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0451927
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt085982
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd01
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt0728
IRS990/RoyaltiesRevenueGrp/ExclusionAmt035
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt035
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0291332
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0108487
IRS990ScheduleA/FactsAndCircumstancesTestTxt01. THE ORGANIZATION RECEIVES ITS SUPPORT FROM THE GENERAL PUBLIC AND NOT FROM A SINGLE FAMILY. ANNUAL DUES STATEMENTS TO APPROXIMATELY 1,270 MEMBERS OF THE TULSA SCOTTISH RITE BODIES, A 501(C)(10) ORGANIZATION, SOLICITS CONTRIBUTIONS TO THE FOUNDATION.2. THE ORGANIZATION OPERATES A CHILDHOOD LANGUAGE CLINIC FOR THE HEARING IMPAIRED AT ITS TULSA FACILITY. FOR THE YEAR ENDED DECEMBER 31, 2015, THE TOTAL NUMBER OF CHILDREN SEEN THROUGH THE CLINIC'S SCREENING PROGRAM WAS 174.
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt073221
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt049846
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt060097
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt060062
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt061484
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0304710
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0230506
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0195663
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0188813
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0208337
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0299981
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt01123300
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt035
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt02155
IRS990ScheduleA/OtherIncome170Grp/TotalAmt02190
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.19810
IRS990ScheduleA/PublicSupportPY170Pct00.17090
IRS990ScheduleA/PublicSupportTotal170Amt0283314
IRS990ScheduleA/SubstantialContributorsTotAmt021396
IRS990ScheduleA/TenPctFactsCrcmstncsTestCYInd0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt073221
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt049846
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt060097
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt060062
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt061484
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0304710
IRS990ScheduleA/TotalSupportAmt01430200
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/ScheduleBRequiredInd01
IRS990ScheduleD/BoardDesignatedBalanceEOYPct01.00000
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt04069928
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt01465
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt03940944
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-130449
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt03793602
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt04253
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt04069928
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0272073
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt03594936
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt06085
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt03793602
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0192581
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt03695103
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt012738
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt03594936
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-112905
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt03639729
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt031412
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt03695103
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt023962
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/EquipmentGrp/BookValueAmt016933
IRS990ScheduleD/EquipmentGrp/DepreciationAmt089159
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0106092
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt0295214
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt03649
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt04058
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt07707
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0-309988
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct00.00000
IRS990ScheduleD/RevenueNotReportedAmt0-309988
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt0381196
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE FOUNDATION EVALUATES AND ACCOUNTS FOR THEIR UNCERTAIN TAX POSITIONS, IF ANY, IN ACCORDANCE WITH U.S. GENERALLY ACCEPTED ACCOUNTING PRINCIPLES INCLUDING THE FOUNDATION'S TAX POSITION AS A TAX-EXEMPT NOT-FOR-PROFIT ENTITY. THROUGH THE FOUNDATION'S EVALUATION OF ITS UNCERTAIN TAX POSITIONS, MANAGEMENT HAS DETERMINED NO UNCERTAIN TAX POSITIONS EXIST AS OF DECEMBER 31,2015 AND 2014, WHICH WOULD REQUIRE THE FOUNDATION TO RECORD A LIABILITY FOR THE UNCERTAIN TAX POSITIONS IN ITS FINANCIAL STATEMENTS. THE FOUNDATION'S EXEMPT RETURNS FOR THE YEARS ENDED BEFORE DECEMBER 31, 2012 ARE NO LONGER SUBJECT TO EXAMINATION BY TAX AUTHORITIES.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TermEndowmentBalanceEOYPct00.00000
IRS990ScheduleD/TotalBookValueLandBuildingsAmt020582
IRS990ScheduleD/TotalExpensesPerForm990Amt0295214
IRS990ScheduleD/TotalRevenuePerForm990Amt0381196
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt071208
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0295214
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE FOUNDATION DOES NOT HAVE ANY COMMITTEES AUTHORIZED TO ACT ON BEHALF OF THE TRUSTEES OF THE FOUNDATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE GENERAL SECRETARY OF THE FOUNDATION REVIEWS THE 990 BEFORE IT IS FILED. A COPY IS MADE AVAILABLE TO THE TRUSTEES FOR THEIR REVIEW IF THEY SO DESIRE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ANNUALLY THE TRUSTEES OF THE FOUNDATION ARE TO REVIEW THE CONFLICT OF INTEREST STATEMENT AND DETERMINE IF THERE ARE ANY CONFLICTS THAT SHOULD BE NOTED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ALL GOVERNING DOCUMENTS ARE AVAILABLE FOR PUBLIC INSPECTION AT THE FOUNDATION'S OFFICE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 8B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd01
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0ANCIENT & ACCEPTED SCOTTISH RITE OF FREE MASONRY SO JURISD VALLEY OF TULSA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0730669804
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(10)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0OK
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0FRATERNAL ORGANIZATION

Document Assets

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Filings

Displayed year

2015 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,332,533
Liabilities
$6,551
Net assets
$4,325,982
Revenue
$381,196
Expenses
$295,214
Net income
$85,982
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.48$0.50$2.98$0.13$0.28$0.16
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.42$0.50$2.92$0.16$0.25$0.09
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.41$0.52$2.90$0.16$0.24$0.08
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.73$0.52$4.20$0.55$0.23$0.31
2020Detailed filing. Detailed filing data is available for this year.$4.85$0.53$4.32$0.20$0.18$0.02
2019Detailed filing. Detailed filing data is available for this year.$4.41$0.00$4.41$0.74$0.17$0.57
2018Detailed filing. Detailed filing data is available for this year.$3.99$0.00$3.99$0.25$0.25$0.00
2017Detailed filing. Detailed filing data is available for this year.$4.39$0.00$4.39$0.38$0.30$0.07
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.24$0.01$4.22$0.31$0.31$0.00
2015Detailed filing. Detailed filing data is available for this year.$4.33$0.01$4.33$0.38$0.30$0.09
2014Detailed filing. Detailed filing data is available for this year.$4.55$0.00$4.55$0.45$0.29$0.16
2013Detailed filing. Detailed filing data is available for this year.$4.25$0.00$4.25$0.43$0.29$0.14
2012Summary only. Only limited summary data is available for this year.$4.12$0.00$4.12$0.39$0.31$0.08
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.21$0.00$4.21$0.31
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.10$0.00$4.10$0.31