Civic Intelligence

Tulsa Scottish Rite Charitable & Educational Foundation

990 • Fiscal year 2022 • EIN 73-6094994

Jan 01, 2022 to Dec 31, 2022 • Filed on Oct 11, 2023

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

63rd percentile

0.15x

Higher debt load relative to assets than 63% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Liabilities / Revenue

94th percentile

3.23x

Higher debt load relative to revenue than 94% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Net Margin

7th percentile

-51%

Higher net margin than 7% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Top Officer Pay

58th percentile

$76,424

Higher top officer pay than 58% of similar nonprofits.

Top officer pay equals 47.7% of source-year revenue.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Asset Growth

4th percentile

-28%

Faster asset growth than 4% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2021 to 2022

Revenue Growth

3rd percentile

-71%

Faster revenue growth than 3% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets63rd percentile

Assets

Down

$3,411,703

Down $1,313,441 (-28%) from 2021

Net Assets

Down

$2,895,148

Down $1,308,315 (-31%) from 2021

Liabilities

Down

$516,555

Down $5,126 (-1.0%) from 2021

Revenue And Expenses
Liabilities / Revenue94th percentileNet Margin7th percentile

Revenue

Down

$160,098

Down $385,620 (-71%) from 2021

Expenses

Up

$240,972

Up $9,815 (+4.2%) from 2021

Net Income

Down

-$80,874

Down $395,435 (-126%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth4th 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

2022

Assets$3,411,703
Liabilities$516,555
Net Assets$2,895,148
Open 2022 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

2022

Revenue$160,098
Expenses$240,972
Net Income-$80,874
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Oct 11, 2023
Return Version
2022v5.0
Gross Receipts
$806,677
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$3,986,369$2,680,296▼ $1,306,073
Land, Buildings, and Equipment, Net$598,186$589,154▼ $9,032
Savings and Temporary Cash Investments$65,732$59,511▼ $6,221
Cash and Non-Interest-Bearing Accounts$53,898$50,803▼ $3,095
Prepaid Expenses and Deferred Charges$16,827$20,187▲ $3,360
Accounts Receivable$1,480$1,997▲ $517
Total Assets$4,725,144$3,411,703▼ $1,313,441
Other Assets Total$2,652$9,755▲ $7,103
Liabilities
Deferred Revenue$272,898$266,600▼ $6,298
Mortgage Notes Payable Secured by Investment Property$248,553$242,852▼ $5,701
Other Liabilities$0$7,103▲ $7,103
Accounts Payable and Accrued Expenses$230--
Total Liabilities$521,681$516,555▼ $5,126
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$4,186,503$2,877,724▼ $1,308,779
Net Assets With Donor Restrictions$16,960$17,424▲ $464
Total Net Assets Fund Balance$4,203,463$2,895,148▼ $1,308,315
Total Liabilities and Net Assets / Fund Balance$4,725,144$3,411,703▼ $1,313,441

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$305,748$20,891$326,639
Land$278,485-$278,485
Equipment$4,921$1,641$6,562

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2022$3,908,414$5,203▼ $1,226,420-$2,687,197
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
Compensation and Service Providers
Top Officer Pay58th percentile

Employees

NameTitleFull / Part TimeOtherTotal
Matthew CargillSecretaryFT$76,424$76,424

Board Members and Trustees

NameTitle
David a CarpenterPresident
Andrew ReesVice President
Donald H StantonTrustee
Forrest B WoodTrustee
Gregory MyersTrustee
Jim ParhamTrustee
K Todd DeakinsTrustee
Larry AdairTrustee
Michael D MaxeyTrustee
Richard D SewellTrustee
Joe R Manning JrSgig in Oklahoma
Stephen RidenourTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$20,408
Program Service Revenue
$0
Investment Income
$94,903
Other Revenue
$44,787
All Other Contributions
$20,408
Change in Net Assets
$-80,874

Audited Revenue Reconciliation

Revenue per Audited Statements
$160,098
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$-1,227,441
Total Revenue per Audited Statements
$-1,067,343
Total Revenue per Form 990
$160,098
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$240,972
Total Fundraising Expense$8,597
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Interest-$25,800-$25,800
Other Expenses$2,172$15,190$5,799$15,190
All Other Expenses$5,297$2,610$1,492$9,399
Depreciation Depletion-$7,947$1,084$9,031
Fees for Services Accounting-$8,409-$8,409
Office Expenses$2,007$5,191$222$7,420
Total Functional Expenses$89,476$142,899$8,597$240,972

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$240,972
Total Expenses per Audited Statements$240,972
Total Expenses per Form 990$240,972
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Right-of-use Operating Lease Liability$7,103
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
2023-10-11
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 31,2022 and 2021, 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, 2019 are no longer subject to examination by tax authorities.”

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IRS990/NetAssetsOrFundBalancesEOYAmt02895148
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0-33169
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-33169
IRS990/NetRentalIncomeOrLossGrp/RelatedOrExemptFuncIncomeAmt044600
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt044600
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-1227441
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt04186503
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt02877724
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/FundraisingAmt0222
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt05191
IRS990/OfficeExpensesGrp/ProgramServicesAmt02007
IRS990/OfficeExpensesGrp/TotalAmt07420
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt02652
IRS990/OtherAssetsTotalGrp/EOYAmt09755
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0FINANCIAL SUPPORT PROVI
IRS990/OtherExpensesGrp/Desc1ADMINISTRATIVE FEES AND
IRS990/OtherExpensesGrp/Desc2EQUIPMENT & MAINTENANCE
IRS990/OtherExpensesGrp/Desc3UTILITIES
IRS990/OtherExpensesGrp/FundraisingAmt05799
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt056780
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt120972
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt215190
IRS990/OtherExpensesGrp/ProgramServicesAmt080000
IRS990/OtherExpensesGrp/ProgramServicesAmt12172
IRS990/OtherExpensesGrp/TotalAmt080000
IRS990/OtherExpensesGrp/TotalAmt162579
IRS990/OtherExpensesGrp/TotalAmt223144
IRS990/OtherExpensesGrp/TotalAmt315190
IRS990/OtherLiabilitiesGrp/BOYAmt00
IRS990/OtherLiabilitiesGrp/EOYAmt07103
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0OTHER INCOME
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt0187
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0187
IRS990/OtherRevenueTotalAmt0187
IRS990/PartialLiquidationInd00
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt016827
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt020187
IRS990/PrincipalOfficerNm0MATTHEW T CARGILL
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt059441
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0441231
IRS990/PYOtherExpensesAmt0231157
IRS990/PYOtherRevenueAmt045046
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0314561
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0231157
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0545718
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt0-80874
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd01
IRS990/RentalIncomeOrLossGrp/RealAmt044600
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt065732
IRS990/SavingsAndTempCashInvstGrp/EOYAmt059511
IRS990ScheduleA/FactsAndCircumstancesTestTxt01. THE ORGANIZATION RECEIVES ITS SUPPORT FROM THE GENERAL PUBLIC AND NOT FROM A SINGLE FAMILY. ANNUAL DUES STATEMENTS TO APPROXIMATELY 1,389 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 - 338 PEOPLE WERE PROVIDED SPEECH/LANGUAGE THERAPY SERVICES FOR THE YEAR ENDED DECEMBER 31, 2022.
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt020408
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt059441
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt020058
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt078083
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt017807
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0195797
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0186583
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0207450
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0192827
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0226161
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0102224
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0915245
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt0187
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt0446
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt016051
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt090
IRS990ScheduleA/OtherIncome170Grp/TotalAmt016774
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.16130
IRS990ScheduleA/PublicSupportPY170Pct00.19500
IRS990ScheduleA/PublicSupportTotal170Amt0181950
IRS990ScheduleA/SubstantialContributorsTotAmt013847
IRS990ScheduleA/TenPctFactsCrcmstncsTestCYInd0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt020408
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt059441
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt020058
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt078083
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt017807
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0195797
IRS990ScheduleA/TotalSupportAmt01127816
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/BoardDesignatedBalanceEOYPct01.00000
IRS990ScheduleD/BuildingsGrp/BookValueAmt0305748
IRS990ScheduleD/BuildingsGrp/DepreciationAmt020891
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt0326639
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt03908414
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt05203
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt02687197
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-1226420
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt04047955
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt02275
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt03908414
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-141816
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt04121893
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt04047955
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-73938
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt03764271
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt04121893
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0357622
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt04060211
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt03764271
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-295940
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/EquipmentGrp/BookValueAmt04921
IRS990ScheduleD/EquipmentGrp/DepreciationAmt01641
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt06562
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt0240972
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/LandGrp/BookValueAmt0278485
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0278485
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0-1227441
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt07103
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0RIGHT-OF-USE OPERATING LEASE LIABILITY
IRS990ScheduleD/RevenueNotReportedAmt0-1227441
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt0160098
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 31,2022 AND 2021, 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, 2019 ARE NO LONGER SUBJECT TO EXAMINATION BY TAX AUTHORITIES.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0589154
IRS990ScheduleD/TotalExpensesPerForm990Amt0240972
IRS990ScheduleD/TotalLiabilityAmt07103
IRS990ScheduleD/TotalRevenuePerForm990Amt0160098
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0-1067343
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0240972
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

Document Assets

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Filings

Displayed year

2022 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,411,703
Liabilities
$516,555
Net assets
$2,895,148
Revenue
$160,098
Expenses
$240,972
Net income
-$80,874
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
2022Detailed filing. Detailed filing data is available for this year.$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