Civic Intelligence

Tulsa Scottish Rite Charitable & Educational Foundation

990 • Fiscal year 2017 • EIN 73-6094994

Jan 01, 2017 to Dec 31, 2017 • Filed on Oct 04, 2018

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

14th percentile

0.00x

Higher debt load relative to assets than 14% of similar nonprofits.

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

Liabilities / Revenue

15th percentile

0.00x

Higher debt load relative to revenue than 15% of similar nonprofits.

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

Net Margin

77th percentile

20%

Higher net margin than 77% of similar nonprofits.

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

Top Officer Pay

56th percentile

$74,000

Higher top officer pay than 56% of similar nonprofits.

Top officer pay equals 19.5% of source-year revenue.

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

Asset Growth

51st percentile

3.5%

Faster asset growth than 51% of similar nonprofits.

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

Revenue Growth

74th percentile

21%

Faster revenue growth than 74% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets14th percentile

Assets

Up

$4,386,865

Up $149,833 (+3.5%) from 2016

Net Assets

Up

$4,386,545

Up $163,518 (+3.9%) from 2016

Liabilities

Down

$320

Down $13,685 (-98%) from 2016

Revenue And Expenses
Liabilities / Revenue15th percentileNet Margin77th percentile

Revenue

Up

$378,538

Up $65,917 (+21%) from 2016

Expenses

Down

$304,582

Down $8,276 (-2.6%) from 2016

Net Income

Up

$73,956

Up $74,193 (+31305%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth51st 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

2017

Assets$4,386,865
Liabilities$320
Net Assets$4,386,545
Open 2017 Filing

Operations Trend

Revenue Growth74th 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

2017

Revenue$378,538
Expenses$304,582
Net Income$73,956
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Oct 4, 2018
Return Version
2017v2.3
Gross Receipts
$1,165,603
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$3,896,365$4,108,143▲ $211,778
Savings and Temporary Cash Investments$260,607$195,707▼ $64,900
Cash and Non-Interest-Bearing Accounts$59,119$67,345▲ $8,226
Land, Buildings, and Equipment, Net$16,217$11,942▼ $4,275
Prepaid Expenses and Deferred Charges$566$634▲ $68
Accounts Receivable$1,506$442▼ $1,064
Total Assets$4,237,032$4,386,865▲ $149,833
Other Assets Total$2,652$2,652→ $0
Liabilities
Accounts Payable and Accrued Expenses$14,005$320▼ $13,685
Total Liabilities$14,005$320▼ $13,685
Net Assets / Fund Balance
Unrestricted Net Assets$4,218,027$4,384,145▲ $166,118
Temporarily Rstr Net Assets$5,000$2,400▼ $2,600
Total Net Assets Fund Balance$4,223,027$4,386,545▲ $163,518
Total Liabilities and Net Assets / Fund Balance$4,237,032$4,386,865▲ $149,833

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$9,375$96,717$106,092
Leasehold Improvements$2,567$5,140$7,707

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2017$3,996,678-▲ $63,533-$4,060,211
2016$3,940,944-▲ $55,734-$3,996,678
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
Compensation and Service Providers
Top Officer Pay56th percentile

Employees

NameTitleFull / Part TimeOtherTotal
Matthew CargillSecretaryFT$74,000$74,000

Board Members and Trustees

NameTitle
Michael D MaxeyPresident
David a CarpenterVice President
Dean L NicholsTrustee
Donald H StantonTrustee
Gary a DavisTrustee
Joe a WilliamsTrustee
Richard D SewellTrustee
Robert E LandTrustee
Robert FullerTrustee
Robert W McleodTrustee
Joe R Manning JrSgig in Oklahoma
Stephen RidenourTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$55,503
Program Service Revenue
$0
Investment Income
$323,035
Other Revenue
$0
All Other Contributions
$55,503
Change in Net Assets
$73,956

Audited Revenue Reconciliation

Revenue per Audited Statements
$378,538
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$89,562
Total Revenue per Audited Statements
$468,100
Total Revenue per Form 990
$378,538
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$162,572
Other Expenses$142,010
Total Fundraising Expense$8,851
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$138,533--$138,533
Occupancy$34,000--$34,000
Fees for Service Investment Mgmnt Fees-$19,311-$19,311
All Other Expenses$9,314$2,244$2,756$14,314
Payroll Taxes$10,891--$10,891
Fees for Services Accounting-$7,662-$7,662
Other Employee Benefits$7,585--$7,585
Pension Plan Contributions$5,563--$5,563
Depreciation Depletion-$3,762$513$4,275
Other Expenses$3,800$3,293$422$3,800
Office Expenses$2,789$194-$2,983
Information Technology$1,091--$1,091
Conferences and Meetings$571--$571
Total Functional Expenses$219,668$76,063$8,851$304,582

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$304,582
Total Expenses per Audited Statements$304,582
Total Expenses per Form 990$304,582
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 11B

“The trustees review the return before filing the return.”

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
2018-10-04
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 31,2017 and 2016, 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, 2014 are no longer subject to examination by tax authorities.”

Raw XML AppendixShowing 400 of 507 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
IRS990/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt014005
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt0320
IRS990/AccountsReceivableGrp/BOYAmt01506
IRS990/AccountsReceivableGrp/EOYAmt0442
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0EDUCATIONAL AND CHARITABLE PURPOSES
IRS990/AllOtherContributionsAmt055503
IRS990/AllOtherExpensesGrp/FundraisingAmt02756
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt02244
IRS990/AllOtherExpensesGrp/ProgramServicesAmt09314
IRS990/AllOtherExpensesGrp/TotalAmt014314
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd00
IRS990/BackupWthldComplianceInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0THE ORGANIZATION
IRS990/BooksInCareOfDetail/PhoneNum09186227760
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt09525H EAST 51ST ST
IRS990/BooksInCareOfDetail/USAddress/CityNm0TULSA
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OK
IRS990/BooksInCareOfDetail/USAddress/ZIPCd0741459059
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOfficerEntInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/BOYAmt059119
IRS990/CashNonInterestBearingGrp/EOYAmt067345
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConferencesMeetingsGrp/ProgramServicesAmt0571
IRS990/ConferencesMeetingsGrp/TotalAmt0571
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt055503
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt0323035
IRS990/CYOtherExpensesAmt0142010
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt073956
IRS990/CYSalariesCompEmpBnftPaidAmt0162572
IRS990/CYTotalExpensesAmt0304582
IRS990/CYTotalFundraisingExpenseAmt08851
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0378538
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/DepreciationDepletionGrp/FundraisingAmt0513
IRS990/DepreciationDepletionGrp/ManagementAndGeneralAmt03762
IRS990/DepreciationDepletionGrp/TotalAmt04275
IRS990/Desc0TULSA SCOTTISH RITE CHARITABLE CHILDHOOD LANGUAGE CLINIC - 139 CHILDREN WERE PROVIDED SPEECH/LANGUAGE SERVICES.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt0219668
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt07662
IRS990/FeesForServicesAccountingGrp/TotalAmt07662
IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt019311
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt019311
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt240.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt61.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt71.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt81.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt91.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt101.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt111.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt121.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd10X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd11X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd12X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt120
IRS990/Form990PartVIISectionAGrp/PersonNm0MICHAEL D MAXEY
IRS990/Form990PartVIISectionAGrp/PersonNm1DAVID A CARPENTER
IRS990/Form990PartVIISectionAGrp/PersonNm2MATTHEW CARGILL
IRS990/Form990PartVIISectionAGrp/PersonNm3STEPHEN RIDENOUR
IRS990/Form990PartVIISectionAGrp/PersonNm4DEAN L NICHOLS
IRS990/Form990PartVIISectionAGrp/PersonNm5RICHARD D SEWELL
IRS990/Form990PartVIISectionAGrp/PersonNm6GARY A DAVIS
IRS990/Form990PartVIISectionAGrp/PersonNm7DONALD H STANTON
IRS990/Form990PartVIISectionAGrp/PersonNm8JOE A WILLIAMS
IRS990/Form990PartVIISectionAGrp/PersonNm9ROBERT FULLER
IRS990/Form990PartVIISectionAGrp/PersonNm10ROBERT W MCLEOD
IRS990/Form990PartVIISectionAGrp/PersonNm11ROBERT E LAND
IRS990/Form990PartVIISectionAGrp/PersonNm12JOE R MANNING JR
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt274000
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt2SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt3TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt4TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt5TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt6TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt7TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt8TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt9TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt10TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt11TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt12SGIG IN OKLAHOMA
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01959
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt0190073
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt013
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0977138
IRS990/GrossReceiptsAmt01165603
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt012
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/ProgramServicesAmt01091
IRS990/InformationTechnologyGrp/TotalAmt01091
IRS990/InvestmentIncomeGrp/ExclusionAmt0132962
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0132962
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt03896365
IRS990/InvestmentsPubTradedSecGrp/EOYAmt04108143
IRS990/IRPDocumentCnt02
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0101857
IRS990/LandBldgEquipBasisNetGrp/BOYAmt016217
IRS990/LandBldgEquipBasisNetGrp/EOYAmt011942
IRS990/LandBldgEquipCostOrOtherBssAmt0113799
IRS990/LegalDomicileStateCd0OK
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0787065
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd00
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0SUPPORTS AND OPERATES THE CHILDHOOD LANGUAGE CLINIC.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt04223027
IRS990/NetAssetsOrFundBalancesEOYAmt04386545
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0190073
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0190073
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt089562
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ProgramServicesAmt034000
IRS990/OccupancyGrp/TotalAmt034000
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt0194
IRS990/OfficeExpensesGrp/ProgramServicesAmt02789
IRS990/OfficeExpensesGrp/TotalAmt02983
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt02652
IRS990/OtherAssetsTotalGrp/EOYAmt02652
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt07585
IRS990/OtherEmployeeBenefitsGrp/TotalAmt07585
IRS990/OtherExpensesGrp/Desc0ADMIN FEES AND GEN INS
IRS990/OtherExpensesGrp/Desc1MISCELLANEOUS
IRS990/OtherExpensesGrp/Desc2CONSULTANT
IRS990/OtherExpensesGrp/Desc3SCHOLARSHIPS
IRS990/OtherExpensesGrp/FundraisingAmt05160
IRS990/OtherExpensesGrp/FundraisingAmt1422
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt039597
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt13293
IRS990/OtherExpensesGrp/ProgramServicesAmt0114
IRS990/OtherExpensesGrp/ProgramServicesAmt1884
IRS990/OtherExpensesGrp/ProgramServicesAmt24533
IRS990/OtherExpensesGrp/ProgramServicesAmt33800
IRS990/OtherExpensesGrp/TotalAmt044871
IRS990/OtherExpensesGrp/TotalAmt14599
IRS990/OtherExpensesGrp/TotalAmt24533
IRS990/OtherExpensesGrp/TotalAmt33800
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0138533
IRS990/OtherSalariesAndWagesGrp/TotalAmt0138533
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/ProgramServicesAmt010891
IRS990/PayrollTaxesGrp/TotalAmt010891
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt05563
IRS990/PensionPlanContributionsGrp/TotalAmt05563
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0566
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0634
IRS990/PrincipalOfficerNm0MATTHEW T CARGILL
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt065144
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0247477
IRS990/PYOtherExpensesAmt0146846
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0-237
IRS990/PYSalariesCompEmpBnftPaidAmt0166012
IRS990/PYTotalExpensesAmt0312858
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0312621
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt073956
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd01
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0260607
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0195707
IRS990ScheduleA/FactsAndCircumstancesTestTxt01. THE ORGANIZATION RECEIVES ITS SUPPORT FROM THE GENERAL PUBLIC AND NOT FROM A SINGLE FAMILY. ANNUAL DUES STATEMENTS TO APPROXIMATELY 1,932 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, 2017, THE TOTAL NUMBER OF CHILDREN SEEN THROUGH THE CLINIC'S SCREENING PROGRAM WAS 119.
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt055503
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt065144
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt073221
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt049846
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt060097
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0303811
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0132962
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0180796
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0230506
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0195663
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0188813
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0928740
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt035
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt02155
IRS990ScheduleA/OtherIncome170Grp/TotalAmt02190
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.24500
IRS990ScheduleA/PublicSupportPY170Pct00.22410
IRS990ScheduleA/PublicSupportTotal170Amt0302506
IRS990ScheduleA/SubstantialContributorsTotAmt01305
IRS990ScheduleA/TenPctFactsCrcmstncsTestCYInd0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt055503
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt065144
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt073221
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt049846
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt060097
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0303811
IRS990ScheduleA/TotalSupportAmt01234741
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/BoardDesignatedBalanceEOYPct01.00000
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt03996678
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt04060211
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt063533
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt03940944
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt03996678
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt055734
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt04069928
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt01465
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt03940944
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-130449
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt03793602
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt04253
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt04069928
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0272073
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt03594936
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt06085
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt03793602
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0192581
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/EquipmentGrp/BookValueAmt09375
IRS990ScheduleD/EquipmentGrp/DepreciationAmt096717
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0106092
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt0304582
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt02567
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt05140
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt07707
IRS990ScheduleD/NetUnrealizedGainsInvstAmt089562
IRS990ScheduleD/RevenueNotReportedAmt089562
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt0378538
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 31,2017 AND 2016, 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, 2014 ARE NO LONGER SUBJECT TO EXAMINATION BY TAX AUTHORITIES.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt011942
IRS990ScheduleD/TotalExpensesPerForm990Amt0304582
IRS990ScheduleD/TotalRevenuePerForm990Amt0378538
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0468100
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0304582
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 TRUSTEES REVIEW THE RETURN BEFORE FILING THE RETURN.
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 11B
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
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt09525H EAST 51ST ST
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0TULSA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0OK
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd0741459059
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd01
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd01

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$4,386,865
Liabilities
$320
Net assets
$4,386,545
Revenue
$378,538
Expenses
$304,582
Net income
$73,956
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
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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