Civic Intelligence

Tulsa Scottish Rite Charitable & Educational Foundation

990 • Fiscal year 2018 • EIN 73-6094994

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

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

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

41st percentile

0.4%

Higher net margin than 41% of similar nonprofits.

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

Top Officer Pay

54th percentile

$70,916

Higher top officer pay than 54% of similar nonprofits.

Top officer pay equals 28.5% of source-year revenue.

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

Asset Growth

15th percentile

-9.0%

Faster asset growth than 15% of similar nonprofits.

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

Revenue Growth

8th percentile

-34%

Faster revenue growth than 8% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets14th percentile

Assets

Down

$3,992,628

Down $394,237 (-9.0%) from 2017

Net Assets

Down

$3,992,628

Down $393,917 (-9.0%) from 2017

Liabilities

Down

$0

Down $320 (-100%) from 2017

Revenue And Expenses
Liabilities / Revenue14th percentileNet Margin41st percentile

Revenue

Down

$248,847

Down $129,691 (-34%) from 2017

Expenses

Down

$247,929

Down $56,653 (-19%) from 2017

Net Income

Down

$918

Down $73,038 (-99%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth15th 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

2018

Assets$3,992,628
Liabilities$0
Net Assets$3,992,628
Open 2018 Filing

Operations Trend

Revenue Growth8th 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

2018

Revenue$248,847
Expenses$247,929
Net Income$918
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
$827,000
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$4,108,143$3,578,208▼ $529,935
Savings and Temporary Cash Investments$195,707$374,846▲ $179,139
Cash and Non-Interest-Bearing Accounts$67,345$27,686▼ $39,659
Land, Buildings, and Equipment, Net$11,942$7,992▼ $3,950
Prepaid Expenses and Deferred Charges$634$634→ $0
Accounts Receivable$442$610▲ $168
Total Assets$4,386,865$3,992,628▼ $394,237
Other Assets Total$2,652$2,652→ $0
Liabilities
Accounts Payable and Accrued Expenses$320--
Total Liabilities$320$0▼ $320
Net Assets / Fund Balance
Unrestricted Net Assets$4,384,145$3,992,628▼ $391,517
Temporarily Rstr Net Assets$2,400$0▼ $2,400
Total Net Assets Fund Balance$4,386,545$3,992,628▼ $393,917
Total Liabilities and Net Assets / Fund Balance$4,386,865$3,992,628▼ $394,237

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$5,473$100,619$106,092
Leasehold Improvements$2,519$5,188$7,707

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2018$4,060,211-▼ $295,940-$3,764,271
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
Compensation and Service Providers
Top Officer Pay54th percentile

Employees

NameTitleFull / Part TimeOtherTotal
Matthew CargillSecretaryFT$70,916$70,916

Board Members and Trustees

NameTitle
Michael D MaxeyPresident
David a CarpenterVice President
Donald H StantonTrustee
Drew ReesTrustee
Joe a WilliamsTrustee
John F NeinTrustee
Lawrence L AshbaughTrustee
Michael a FrittsTrustee
Richard D SewellTrustee
Robert FullerTrustee
Joe R Manning JrSgig in Oklahoma
Stephen RidenourTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$17,807
Program Service Revenue
$0
Investment Income
$231,040
Other Revenue
$0
All Other Contributions
$17,807
Change in Net Assets
$918

Audited Revenue Reconciliation

Revenue per Audited Statements
$248,847
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$-394,835
Total Revenue per Audited Statements
$-145,988
Total Revenue per Form 990
$248,847
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$167,503
Salaries, Compensation, and Employee Benefits$80,426
Total Fundraising Expense$7,680
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$68,512--$68,512
Occupancy$17,000--$17,000
Fees for Services Accounting-$7,815-$7,815
All Other Expenses$4,155-$1,711$5,866
Payroll Taxes$5,488--$5,488
Depreciation Depletion-$3,476$474$3,950
Other Employee Benefits$3,686--$3,686
Other Expenses$3,031$3,091$323$3,031
Pension Plan Contributions$2,740--$2,740
Office Expenses$791-$12$803
Conferences and Meetings$440--$440
Total Functional Expenses$186,020$54,229$7,680$247,929

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$247,929
Total Expenses per Audited Statements$247,929
Total Expenses per Form 990$247,929
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
2019-10-02
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 31,2018 and 2017, 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, 2015 are no longer subject to examination by tax authorities.”

Raw XML AppendixShowing 400 of 501 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/OtherEmployeeBenefitsGrp/TotalAmt03686
IRS990/OtherExpensesGrp/Desc0FINANCIAL SUPPORT PROVI
IRS990/OtherExpensesGrp/Desc1ADMINISTRATIVE FEES AND
IRS990/OtherExpensesGrp/Desc2MISCELLANEOUS
IRS990/OtherExpensesGrp/Desc3EQUIPMENT & MAINTENANCE
IRS990/OtherExpensesGrp/FundraisingAmt05160
IRS990/OtherExpensesGrp/FundraisingAmt1323
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt039847
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt13091
IRS990/OtherExpensesGrp/ProgramServicesAmt080000
IRS990/OtherExpensesGrp/ProgramServicesAmt1118
IRS990/OtherExpensesGrp/ProgramServicesAmt259
IRS990/OtherExpensesGrp/ProgramServicesAmt33031
IRS990/OtherExpensesGrp/TotalAmt080000
IRS990/OtherExpensesGrp/TotalAmt145125
IRS990/OtherExpensesGrp/TotalAmt23473
IRS990/OtherExpensesGrp/TotalAmt33031
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt068512
IRS990/OtherSalariesAndWagesGrp/TotalAmt068512
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/ProgramServicesAmt05488
IRS990/PayrollTaxesGrp/TotalAmt05488
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt02740
IRS990/PensionPlanContributionsGrp/TotalAmt02740
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0634
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0634
IRS990/PrincipalOfficerNm0MATTHEW T CARGILL
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt055503
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0323035
IRS990/PYOtherExpensesAmt0142010
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt073956
IRS990/PYSalariesCompEmpBnftPaidAmt0162572
IRS990/PYTotalExpensesAmt0304582
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0378538
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt0918
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd01
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0195707
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0374846
IRS990ScheduleA/FactsAndCircumstancesTestTxt01. THE ORGANIZATION RECEIVES ITS SUPPORT FROM THE GENERAL PUBLIC AND NOT FROM A SINGLE FAMILY. ANNUAL DUES STATEMENTS TO APPROXIMATELY 1,745 MEMBERS OF THE TULSA SCOTTISH RITE BODIES, A 501(C)(10) ORGANIZATION, SOLICITS CONTRIBUTIONS TO THE FOUNDATION.2. THE ORGANIZATION PROVIDES GRANTS FOR NORTHEASTERN STATE UNIVERSITY BROKEN ARROW RITECARE CLINIC - 192 PEOPLE WERE PROVIDED SPEECH/LANGUAGE THERAPY SERVICES FOR THE YEAR ENDED DECEMBER 31, 2018.
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt017807
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt055503
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt065144
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt073221
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt049846
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0261521
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0102224
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0132962
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0180796
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0230506
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0195663
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0842151
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt035
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt02155
IRS990ScheduleA/OtherIncome170Grp/TotalAmt02190
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.23650
IRS990ScheduleA/PublicSupportPY170Pct00.24500
IRS990ScheduleA/PublicSupportTotal170Amt0261521
IRS990ScheduleA/TenPctFactsCrcmstncsTestCYInd0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt017807
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt055503
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt065144
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt073221
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt049846
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0261521
IRS990ScheduleA/TotalSupportAmt01105862
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/BoardDesignatedBalanceEOYPct01.00000
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt04060211
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt03764271
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-295940
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt03996678
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt04060211
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt063533
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt03940944
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt03996678
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt055734
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt04069928
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt01465
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt03940944
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-130449
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt03793602
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt04253
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt04069928
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0272073
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/EquipmentGrp/BookValueAmt05473
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0100619
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0106092
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt0247929
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt02519
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt05188
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt07707
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0-394835
IRS990ScheduleD/RevenueNotReportedAmt0-394835
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt0248847
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 31,2018 AND 2017, 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, 2015 ARE NO LONGER SUBJECT TO EXAMINATION BY TAX AUTHORITIES.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt07992
IRS990ScheduleD/TotalExpensesPerForm990Amt0247929
IRS990ScheduleD/TotalRevenuePerForm990Amt0248847
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0-145988
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0247929
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
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd01
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt017000
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt143000
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt277686
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0PERCENTAGE OF USE
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt1PERCENTAGE OF TIME EXPENDED

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$3,992,628
Liabilities
$0
Net assets
$3,992,628
Revenue
$248,847
Expenses
$247,929
Net income
$918
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