Civic Intelligence

Tulsa Scottish Rite Charitable & Educational Foundation

990 • Fiscal year 2021 • EIN 73-6094994

Jan 01, 2021 to Dec 31, 2021 • Filed on Sep 30, 2022

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

57th percentile

0.11x

Higher debt load relative to assets than 57% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Liabilities / Revenue

87th percentile

0.96x

Higher debt load relative to revenue than 87% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Net Margin

89th percentile

58%

Higher net margin than 89% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Top Officer Pay

58th percentile

$75,109

Higher top officer pay than 58% of similar nonprofits.

Top officer pay equals 13.8% of source-year revenue.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Asset Growth

19th percentile

-2.7%

Faster asset growth than 19% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2020 to 2021

Revenue Growth

92nd percentile

170%

Faster revenue growth than 92% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets57th percentile

Assets

Down

$4,725,144

Down $129,340 (-2.7%) from 2020

Net Assets

Down

$4,203,463

Down $118,042 (-2.7%) from 2020

Liabilities

Down

$521,681

Down $11,298 (-2.1%) from 2020

Revenue And Expenses
Liabilities / Revenue87th percentileNet Margin89th percentile

Revenue

Up

$545,718

Up $343,800 (+170%) from 2020

Expenses

Up

$231,157

Up $46,972 (+26%) from 2020

Net Income

Up

$314,561

Up $296,828 (+1674%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth19th 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

2021

Assets$4,725,144
Liabilities$521,681
Net Assets$4,203,463
Open 2021 Filing

Operations Trend

Revenue Growth92nd 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

2021

Revenue$545,718
Expenses$231,157
Net Income$314,561
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Sep 30, 2022
Return Version
2021v4.2
Gross Receipts
$2,613,473
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$3,997,020$3,986,369▼ $10,651
Land, Buildings, and Equipment, Net$607,217$598,186▼ $9,031
Savings and Temporary Cash Investments$177,120$65,732▼ $111,388
Cash and Non-Interest-Bearing Accounts$66,126$53,898▼ $12,228
Prepaid Expenses and Deferred Charges$965$16,827▲ $15,862
Accounts Receivable$3,384$1,480▼ $1,904
Total Assets$4,854,484$4,725,144▼ $129,340
Other Assets Total$2,652$2,652→ $0
Liabilities
Deferred Revenue$278,890$272,898▼ $5,992
Mortgage Notes Payable Secured by Investment Property$253,978$248,553▼ $5,425
Accounts Payable and Accrued Expenses$111$230▲ $119
Total Liabilities$532,979$521,681▼ $11,298
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$4,310,585$4,186,503▼ $124,082
Net Assets With Donor Restrictions$10,920$16,960▲ $6,040
Total Net Assets Fund Balance$4,321,505$4,203,463▼ $118,042
Total Liabilities and Net Assets / Fund Balance$4,854,484$4,725,144▼ $129,340

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$314,123$12,516$326,639
Land$278,485-$278,485
Equipment$5,578$984$6,562

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2021$4,047,955$2,275▼ $141,816-$3,908,414
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
Compensation and Service Providers
Top Officer Pay58th percentile

Employees

NameTitleFull / Part TimeOtherTotal
Matthew CargillSecretaryFT$75,109$75,109

Board Members and Trustees

NameTitle
David a CarpenterPresident
Andrew ReesVice President
David GreenlyTrustee
Donald H StantonTrustee
Dr Thomas DaffornTrustee
Joe a WilliamsTrustee
M 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
$59,441
Program Service Revenue
$0
Investment Income
$441,231
Other Revenue
$45,046
All Other Contributions
$59,441
Change in Net Assets
$314,561

Audited Revenue Reconciliation

Revenue per Audited Statements
$545,718
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$-432,603
Total Revenue per Audited Statements
$113,115
Total Revenue per Form 990
$545,718
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$231,157
Total Fundraising Expense$8,729
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Interest-$26,384-$26,384
All Other Expenses$5,303$9,749$1,863$16,915
Other Expenses$2,825$10,329$5,752$10,329
Depreciation Depletion-$7,947$1,084$9,031
Fees for Services Accounting-$8,200-$8,200
Office Expenses$1,434$3,728$30$5,192
Total Functional Expenses$89,562$132,866$8,729$231,157

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$231,157
Total Expenses per Audited Statements$231,157
Total Expenses per Form 990$231,157
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
2022-09-30
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 31,2021 and 2020, 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, 2018 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.

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IRS990/NetRentalIncomeOrLossGrp/RelatedOrExemptFuncIncomeAmt044600
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt044600
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-432603
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt04310585
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt04186503
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/FundraisingAmt030
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt03728
IRS990/OfficeExpensesGrp/ProgramServicesAmt01434
IRS990/OfficeExpensesGrp/TotalAmt05192
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/FundraisingAmt05752
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt053357
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt113172
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt210329
IRS990/OtherExpensesGrp/ProgramServicesAmt080000
IRS990/OtherExpensesGrp/ProgramServicesAmt12825
IRS990/OtherExpensesGrp/TotalAmt080000
IRS990/OtherExpensesGrp/TotalAmt159109
IRS990/OtherExpensesGrp/TotalAmt215997
IRS990/OtherExpensesGrp/TotalAmt310329
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0OTHER INCOME
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt0446
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0446
IRS990/OtherRevenueTotalAmt0446
IRS990/PartialLiquidationInd00
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0965
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt016827
IRS990/PrincipalOfficerNm0MATTHEW T CARGILL
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt020058
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0139792
IRS990/PYOtherExpensesAmt0184185
IRS990/PYOtherRevenueAmt042068
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt017733
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0184185
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0201918
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt0314561
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd01
IRS990/RentalIncomeOrLossGrp/RealAmt044600
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0177120
IRS990/SavingsAndTempCashInvstGrp/EOYAmt065732
IRS990ScheduleA/FactsAndCircumstancesTestTxt01. THE ORGANIZATION RECEIVES ITS SUPPORT FROM THE GENERAL PUBLIC AND NOT FROM A SINGLE FAMILY. ANNUAL DUES STATEMENTS TO APPROXIMATELY 1,459 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 - 336 PEOPLE WERE PROVIDED SPEECH/LANGUAGE THERAPY SERVICES FOR THE YEAR ENDED DECEMBER 31, 2021.
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt059441
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt020058
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt078083
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt017807
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt055503
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0230892
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0207450
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0192827
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0226161
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0102224
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0132962
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0861624
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt0446
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt016051
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt090
IRS990ScheduleA/OtherIncome170Grp/TotalAmt016587
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.19500
IRS990ScheduleA/PublicSupportPY170Pct00.20990
IRS990ScheduleA/PublicSupportTotal170Amt0216297
IRS990ScheduleA/SubstantialContributorsTotAmt014595
IRS990ScheduleA/TenPctFactsCrcmstncsTestCYInd0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt059441
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt020058
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt078083
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt017807
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt055503
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0230892
IRS990ScheduleA/TotalSupportAmt01109103
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/BookValueAmt0314123
IRS990ScheduleD/BuildingsGrp/DepreciationAmt012516
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt0326639
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt04047955
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt02275
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt03908414
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-141816
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt04121893
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt04047955
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-73938
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt03764271
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt04121893
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0357622
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt04060211
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt03764271
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-295940
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt03996678
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt04060211
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt063533
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/EquipmentGrp/BookValueAmt05578
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0984
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt06562
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt0231157
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/LandGrp/BookValueAmt0278485
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0278485
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0-432603
IRS990ScheduleD/RevenueNotReportedAmt0-432603
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt0545718
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 31,2021 AND 2020, 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, 2018 ARE NO LONGER SUBJECT TO EXAMINATION BY TAX AUTHORITIES.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0598186
IRS990ScheduleD/TotalExpensesPerForm990Amt0231157
IRS990ScheduleD/TotalRevenuePerForm990Amt0545718
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0113115
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0231157
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

Document Assets

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Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,725,144
Liabilities
$521,681
Net assets
$4,203,463
Revenue
$545,718
Expenses
$231,157
Net income
$314,561
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
2021Detailed filing. Detailed filing data is available for this year.$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