Civic Intelligence

Tulsa Scottish Rite Charitable & Educational Foundation

990 • Fiscal year 2020 • EIN 73-6094994

Jan 01, 2020 to Dec 31, 2020 • Filed on Oct 19, 2021

Organization ProfileTULSASCOTTISHRITE.ORG
PO Box 472150Tulsa, OK 74147-2150

(918) 622-7760

Siviq Scores

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

Liabilities / Assets

52nd percentile

0.11x

Higher debt load relative to assets than 52% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

92nd percentile

2.64x

Higher debt load relative to revenue than 92% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Net Margin

57th percentile

8.8%

Higher net margin than 57% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

56th percentile

$73,999

Higher top officer pay than 56% of similar nonprofits.

Top officer pay equals 36.6% of source-year revenue.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Asset Growth

59th percentile

10.0%

Faster asset growth than 59% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

3rd percentile

-73%

Faster revenue growth than 3% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets52nd percentile

Assets

Up

$4,854,484

Up $441,144 (+10.0%) from 2019

Net Assets

Down

$4,321,505

Down $91,835 (-2.1%) from 2019

Liabilities

Up

$532,979

Up $532,979 from 2019

Revenue And Expenses
Liabilities / Revenue92nd percentileNet Margin57th percentile

Revenue

Down

$201,918

Down $537,758 (-73%) from 2019

Expenses

Up

$184,185

Up $11,747 (+6.8%) from 2019

Net Income

Down

$17,733

Down $549,505 (-97%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth59th 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

2020

Assets$4,854,484
Liabilities$532,979
Net Assets$4,321,505
Open 2020 Filing

Operations Trend

Revenue Growth3rd 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

2020

Revenue$201,918
Expenses$184,185
Net Income$17,733
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Oct 19, 2021
Return Version
2020v4.1
Gross Receipts
$826,717
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$3,982,824$3,997,020▲ $14,196
Land, Buildings, and Equipment, Net$0$607,217▲ $607,217
Savings and Temporary Cash Investments$301,777$177,120▼ $124,657
Cash and Non-Interest-Bearing Accounts$125,627$66,126▼ $59,501
Accounts Receivable$460$3,384▲ $2,924
Prepaid Expenses and Deferred Charges-$965-
Total Assets$4,413,340$4,854,484▲ $441,144
Other Assets Total$2,652$2,652→ $0
Liabilities
Deferred Revenue-$278,890-
Mortgage Notes Payable Secured by Investment Property-$253,978-
Accounts Payable and Accrued Expenses-$111-
Total Liabilities$0$532,979▲ $532,979
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$4,405,975$4,310,585▼ $95,390
Net Assets With Donor Restrictions$7,365$10,920▲ $3,555
Total Net Assets Fund Balance$4,413,340$4,321,505▼ $91,835
Total Liabilities and Net Assets / Fund Balance$4,413,340$4,854,484▲ $441,144

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$322,498$4,141$326,639
Land$278,485-$278,485
Equipment$6,234$328$6,562

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2020$4,121,893-▼ $73,938-$4,047,955
2019$3,764,271-▲ $357,622-$4,121,893
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
Compensation and Service Providers
Top Officer Pay56th percentile

Employees

NameTitleFull / Part TimeOtherTotal
Matthew CargillSecretaryFT$73,999$73,999

Board Members and Trustees

NameTitle
David a CarpenterPresident
Drew ReesVice President
Anthony KeckTrustee
David GreenlyTrustee
Donald H StantonTrustee
Joe a WilliamsTrustee
Josh ProckTrustee
Michael D MaxeyTrustee
Richard D SewellTrustee
Rick a MooreTrustee
Joe R Manning JrSgig in Oklahoma
Stephen RidenourTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$20,058
Program Service Revenue
$0
Investment Income
$139,792
Other Revenue
$42,068
All Other Contributions
$20,058
Change in Net Assets
$17,733

Audited Revenue Reconciliation

Revenue per Audited Statements
$201,918
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$-109,568
Total Revenue per Audited Statements
$92,350
Total Revenue per Form 990
$201,918
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$184,185
Total Fundraising Expense$6,641
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Interest-$13,896-$13,896
All Other Expenses$6,077$3,331$683$10,091
Fees for Services Accounting-$8,050-$8,050
Office Expenses$4,115$441$262$4,818
Other Expenses$4,699$38,636$5,160$4,699
Depreciation Depletion-$3,933$536$4,469
Total Functional Expenses$109,257$68,287$6,641$184,185

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$184,185
Total Expenses per Audited Statements$184,185
Total Expenses per Form 990$184,185
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 35% controlled entity
No
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
PO BOX 472150, TULSA, OK 74147-2150

Signing Officer

Name
Matthew T Cargill
Title
Secretary
Phone
9186227760
Signed
2021-10-19
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 31,2020 and 2019, 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, 2017 are no longer subject to examination by tax authorities.”

Raw XML AppendixShowing 400 of 505 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/EOYAmt0111
IRS990/AccountsReceivableGrp/BOYAmt0460
IRS990/AccountsReceivableGrp/EOYAmt03384
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0EDUCATIONAL AND CHARITABLE PURPOSES
IRS990/AllOtherContributionsAmt020058
IRS990/AllOtherExpensesGrp/FundraisingAmt0683
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt03331
IRS990/AllOtherExpensesGrp/ProgramServicesAmt06077
IRS990/AllOtherExpensesGrp/TotalAmt010091
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd00
IRS990/BackupWthldComplianceInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0THE ORGANIZATION
IRS990/BooksInCareOfDetail/PhoneNum09186227760
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt01630 SOUTH 101ST EAST AVENUE
IRS990/BooksInCareOfDetail/USAddress/CityNm0TULSA
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OK
IRS990/BooksInCareOfDetail/USAddress/ZIPCd074128
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/BOYAmt0125627
IRS990/CashNonInterestBearingGrp/EOYAmt066126
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt020058
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt0139792
IRS990/CYOtherExpensesAmt0184185
IRS990/CYOtherRevenueAmt042068
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt017733
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt0184185
IRS990/CYTotalFundraisingExpenseAmt06641
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0201918
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DeferredRevenueGrp/EOYAmt0278890
IRS990/DelegationOfMgmtDutiesInd00
IRS990/DepreciationDepletionGrp/FundraisingAmt0536
IRS990/DepreciationDepletionGrp/ManagementAndGeneralAmt03933
IRS990/DepreciationDepletionGrp/TotalAmt04469
IRS990/Desc0NORTHEASTERN STATE UNIVERSITY BROKEN ARROW RITECARE CLINIC - 192 PEOPLE WERE PROVIDED SPEECH/LANGUAGE THERAPY SERVICES.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/DonorRestrictionNetAssetsGrp/BOYAmt07365
IRS990/DonorRestrictionNetAssetsGrp/EOYAmt010920
IRS990/DonorRstrOrQuasiEndowmentsInd01
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt0109257
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt08050
IRS990/FeesForServicesAccountingGrp/TotalAmt08050
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/PersonNm0DAVID A CARPENTER
IRS990/Form990PartVIISectionAGrp/PersonNm1DREW REES
IRS990/Form990PartVIISectionAGrp/PersonNm2MATTHEW CARGILL
IRS990/Form990PartVIISectionAGrp/PersonNm3STEPHEN RIDENOUR
IRS990/Form990PartVIISectionAGrp/PersonNm4MICHAEL D MAXEY
IRS990/Form990PartVIISectionAGrp/PersonNm5ANTHONY KECK
IRS990/Form990PartVIISectionAGrp/PersonNm6RICK A MOORE
IRS990/Form990PartVIISectionAGrp/PersonNm7JOSH PROCK
IRS990/Form990PartVIISectionAGrp/PersonNm8RICHARD D SEWELL
IRS990/Form990PartVIISectionAGrp/PersonNm9DONALD H STANTON
IRS990/Form990PartVIISectionAGrp/PersonNm10JOE A WILLIAMS
IRS990/Form990PartVIISectionAGrp/PersonNm11DAVID GREENLY
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/ReportableCompFromRltdOrgAmt273999
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/SecuritiesAmt0-41651
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt013
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0583148
IRS990/GrossReceiptsAmt0826717
IRS990/GrossRentsGrp/RealAmt026017
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt012
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InterestGrp/ManagementAndGeneralAmt013896
IRS990/InterestGrp/TotalAmt013896
IRS990/InvestmentIncomeGrp/ExclusionAmt0181443
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0181443
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt03982824
IRS990/InvestmentsPubTradedSecGrp/EOYAmt03997020
IRS990/IRPDocumentCnt01
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt04469
IRS990/LandBldgEquipBasisNetGrp/BOYAmt00
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0607217
IRS990/LandBldgEquipCostOrOtherBssAmt0611686
IRS990/LegalDomicileStateCd0OK
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0624799
IRS990/LessRentalExpensesGrp/RealAmt00
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/MortgNotesPyblScrdInvstPropGrp/EOYAmt0253978
IRS990/NetAssetsOrFundBalancesBOYAmt04413340
IRS990/NetAssetsOrFundBalancesEOYAmt04321505
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0-41651
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-41651
IRS990/NetRentalIncomeOrLossGrp/RelatedOrExemptFuncIncomeAmt026017
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt026017
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-109568
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt04405975
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt04310585
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/FundraisingAmt0262
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt0441
IRS990/OfficeExpensesGrp/ProgramServicesAmt04115
IRS990/OfficeExpensesGrp/TotalAmt04818
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt02652
IRS990/OtherAssetsTotalGrp/EOYAmt02652
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0FINANCIAL SUPPORT PROVI
IRS990/OtherExpensesGrp/Desc1ADMINISTRATIVE FEES AND
IRS990/OtherExpensesGrp/Desc2EQUIPMENT & MAINTENANCE
IRS990/OtherExpensesGrp/Desc3UTILITIES
IRS990/OtherExpensesGrp/FundraisingAmt05160
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt038636
IRS990/OtherExpensesGrp/ProgramServicesAmt080000
IRS990/OtherExpensesGrp/ProgramServicesAmt16668
IRS990/OtherExpensesGrp/ProgramServicesAmt27698
IRS990/OtherExpensesGrp/ProgramServicesAmt34699
IRS990/OtherExpensesGrp/TotalAmt080000
IRS990/OtherExpensesGrp/TotalAmt150464
IRS990/OtherExpensesGrp/TotalAmt27698
IRS990/OtherExpensesGrp/TotalAmt34699
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0OTHER INCOME
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt016051
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt016051
IRS990/OtherRevenueTotalAmt016051
IRS990/PartialLiquidationInd00
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0965
IRS990/PrincipalOfficerNm0MATTHEW T CARGILL
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt078083
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0661503
IRS990/PYOtherExpensesAmt0172438
IRS990/PYOtherRevenueAmt090
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0567238
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0172438
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0739676
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt017733
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd01
IRS990/RentalIncomeOrLossGrp/RealAmt026017
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0301777
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0177120
IRS990ScheduleA/FactsAndCircumstancesTestTxt01. THE ORGANIZATION RECEIVES ITS SUPPORT FROM THE GENERAL PUBLIC AND NOT FROM A SINGLE FAMILY. ANNUAL DUES STATEMENTS TO APPROXIMATELY 1,570 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 - 151 PEOPLE WERE PROVIDED SPEECH/LANGUAGE THERAPY SERVICES FOR THE YEAR ENDED DECEMBER 31, 2020.
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt020058
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt078083
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt017807
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt055503
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt065144
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0236595
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0192827
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0226161
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0102224
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0132962
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0180796
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0834970
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt016051
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt090
IRS990ScheduleA/OtherIncome170Grp/TotalAmt016141
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.20990
IRS990ScheduleA/PublicSupportPY170Pct00.24340
IRS990ScheduleA/PublicSupportTotal170Amt0228349
IRS990ScheduleA/SubstantialContributorsTotAmt08246
IRS990ScheduleA/TenPctFactsCrcmstncsTestCYInd0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt020058
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt078083
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt017807
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt055503
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt065144
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0236595
IRS990ScheduleA/TotalSupportAmt01087706
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/BuildingsGrp/BookValueAmt0322498
IRS990ScheduleD/BuildingsGrp/DepreciationAmt04141
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt0326639
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt04121893
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt04047955
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-73938
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt03764271
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt04121893
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0357622
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt04060211
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt03764271
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-295940
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt03996678
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt04060211
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt063533
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt03940944
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt03996678
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt055734
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/EquipmentGrp/BookValueAmt06234
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0328
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt06562
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt0184185
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/LandGrp/BookValueAmt0278485
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0278485
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0-109568
IRS990ScheduleD/RevenueNotReportedAmt0-109568
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt0201918
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 31,2020 AND 2019, 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, 2017 ARE NO LONGER SUBJECT TO EXAMINATION BY TAX AUTHORITIES.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0607217
IRS990ScheduleD/TotalExpensesPerForm990Amt0184185
IRS990ScheduleD/TotalRevenuePerForm990Amt0201918
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt092350
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0184185
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/AddressLine1Txt0PO BOX 472150
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0TULSA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0OK
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd0741472150
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,854,484
Liabilities
$532,979
Net assets
$4,321,505
Revenue
$201,918
Expenses
$184,185
Net income
$17,733
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