Civic Intelligence

Tulsa Scottish Rite Charitable & Educational Foundation

990 • Fiscal year 2023 • EIN 73-6094994

Jan 01, 2023 to Dec 31, 2023 • Filed on Oct 06, 2024

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

62nd percentile

0.15x

Higher debt load relative to assets than 62% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

95th percentile

3.17x

Higher debt load relative to revenue than 95% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Net Margin

6th percentile

-57%

Higher net margin than 6% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Top Officer Pay

50th percentile

$60,502

Higher top officer pay than 50% of similar nonprofits.

Top officer pay equals 38.4% of source-year revenue.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Asset Growth

37th percentile

0.3%

Faster asset growth than 37% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Revenue Growth

35th percentile

-1.6%

Faster revenue growth than 35% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets62nd percentile

Assets

Up

$3,421,268

Up $9,565 (+0.3%) from 2022

Net Assets

Up

$2,921,377

Up $26,229 (+0.9%) from 2022

Liabilities

Down

$499,891

Down $16,664 (-3.2%) from 2022

Revenue And Expenses
Liabilities / Revenue95th percentileNet Margin6th percentile

Revenue

Down

$157,588

Down $2,510 (-1.6%) from 2022

Expenses

Up

$248,170

Up $7,198 (+3.0%) from 2022

Net Income

Down

-$90,582

Down $9,708 (-12%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth37th 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

2023

Assets$3,421,268
Liabilities$499,891
Net Assets$2,921,377
Open 2023 Filing

Operations Trend

Revenue Growth35th 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

2023

Revenue$157,588
Expenses$248,170
Net Income-$90,582
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Oct 6, 2024
Return Version
2023v5.1
Gross Receipts
$684,173
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$2,680,296$2,659,004▼ $21,292
Land, Buildings, and Equipment, Net$589,154$580,122▼ $9,032
Savings and Temporary Cash Investments$59,511$86,632▲ $27,121
Cash and Non-Interest-Bearing Accounts$50,803$69,999▲ $19,196
Prepaid Expenses and Deferred Charges$20,187$17,313▼ $2,874
Accounts Receivable$1,997$2,493▲ $496
Total Assets$3,411,703$3,421,268▲ $9,565
Other Assets Total$9,755$5,705▼ $4,050
Liabilities
Deferred Revenue$266,600$259,980▼ $6,620
Mortgage Notes Payable Secured by Investment Property$242,852$236,858▼ $5,994
Other Liabilities$7,103$3,053▼ $4,050
Total Liabilities$516,555$499,891▼ $16,664
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$2,877,724$2,866,222▼ $11,502
Net Assets With Donor Restrictions$17,424$55,155▲ $37,731
Total Net Assets Fund Balance$2,895,148$2,921,377▲ $26,229
Total Liabilities and Net Assets / Fund Balance$3,411,703$3,421,268▲ $9,565

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$297,372$29,267$326,639
Land$278,485-$278,485
Equipment$4,265$2,297$6,562

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2023$2,647,197$8,143▲ $17,207-$2,672,547
2022$3,908,414$5,203▼ $1,266,420-$2,647,197
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
Compensation and Service Providers
Top Officer Pay50th percentile

Employees

NameTitleFull / Part TimeOtherTotal
Matthew CargillSecretaryFT$60,502$60,502

Board Members and Trustees

NameTitle
David a CarpenterPresident
Andrew ReesVice President
Alan HartTrustee
Bobby RinehartTrustee
Bryan WheatTrustee
Donald H StantonTrustee
Larry AdairTrustee
Michael D MaxeyTrustee
Richard D SewellTrustee
Joe R Manning JrSgig in Oklahoma
Stephen RidenourTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$60,562
Program Service Revenue
$0
Investment Income
$52,420
Other Revenue
$44,606
All Other Contributions
$60,562
Change in Net Assets
$-90,582

Audited Revenue Reconciliation

Revenue per Audited Statements
$157,588
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$116,811
Total Revenue per Audited Statements
$274,399
Total Revenue per Form 990
$157,588
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$248,170
Total Fundraising Expense$10,439
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Interest-$25,186-$25,186
Other Expenses$3,183$13,081$5,799$13,081
All Other Expenses$7,984$1,079$3,265$12,328
Depreciation Depletion-$7,948$1,084$9,032
Fees for Services Accounting-$8,736-$8,736
Office Expenses$1,088$4,054$291$5,433
Total Functional Expenses$92,255$145,476$10,439$248,170

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$248,170
Total Expenses per Audited Statements$248,170
Total Expenses per Form 990$248,170
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$3,053
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
2024-10-06
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Matthew T Cargill
Formed
1959
Legal Domicile
Ok
Voting Board Members
12
Independent Board Members
11
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 31,2023 and 2022, 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, 2020 are no longer subject to examination by tax authorities.”

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IRS990/OfficeExpensesGrp/FundraisingAmt0291
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt04054
IRS990/OfficeExpensesGrp/ProgramServicesAmt01088
IRS990/OfficeExpensesGrp/TotalAmt05433
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt09755
IRS990/OtherAssetsTotalGrp/EOYAmt05705
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0FINANCIAL SUPPORT PROVI
IRS990/OtherExpensesGrp/Desc1ADMINISTRATIVE FEES AND
IRS990/OtherExpensesGrp/Desc2EQUIPMENT & MAINTENANCE
IRS990/OtherExpensesGrp/Desc3UTILITIES
IRS990/OtherExpensesGrp/FundraisingAmt05799
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt066581
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt118811
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt213081
IRS990/OtherExpensesGrp/ProgramServicesAmt080000
IRS990/OtherExpensesGrp/ProgramServicesAmt13183
IRS990/OtherExpensesGrp/TotalAmt080000
IRS990/OtherExpensesGrp/TotalAmt172380
IRS990/OtherExpensesGrp/TotalAmt221994
IRS990/OtherExpensesGrp/TotalAmt313081
IRS990/OtherLiabilitiesGrp/BOYAmt07103
IRS990/OtherLiabilitiesGrp/EOYAmt03053
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0OTHER INCOME
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt06
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt06
IRS990/OtherRevenueTotalAmt06
IRS990/PartialLiquidationInd00
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt020187
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt017313
IRS990/PrincipalOfficerNm0MATTHEW T CARGILL
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt020408
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt094903
IRS990/PYOtherExpensesAmt0240972
IRS990/PYOtherRevenueAmt044787
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0-80874
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0240972
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0160098
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt0-90582
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd01
IRS990/RentalIncomeOrLossGrp/RealAmt044600
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt059511
IRS990/SavingsAndTempCashInvstGrp/EOYAmt086632
IRS990ScheduleA/FactsAndCircumstancesTestTxt01. THE ORGANIZATION RECEIVES ITS SUPPORT FROM THE GENERAL PUBLIC AND NOT FROM A SINGLE FAMILY. ANNUAL DUES STATEMENTS TO APPROXIMATELY 1,331 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 - 205 PEOPLE WERE PROVIDED SPEECH/LANGUAGE THERAPY SERVICES FOR THE YEAR ENDED DECEMBER 31, 2023.
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt060562
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt020408
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt059441
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt020058
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt078083
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0238552
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0143337
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0186583
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0207450
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0192827
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0226161
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0956358
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt06
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt0187
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt0446
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt016051
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt090
IRS990ScheduleA/OtherIncome170Grp/TotalAmt016780
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.15440
IRS990ScheduleA/PublicSupportPY170Pct00.16130
IRS990ScheduleA/PublicSupportTotal170Amt0187061
IRS990ScheduleA/SubstantialContributorsTotAmt051491
IRS990ScheduleA/TenPctFactsCrcmstncsTestCYInd0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt060562
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt020408
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt059441
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt020058
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt078083
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0238552
IRS990ScheduleA/TotalSupportAmt01211690
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/BookValueAmt0297372
IRS990ScheduleD/BuildingsGrp/DepreciationAmt029267
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt0326639
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt02647197
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt08143
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt02672547
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt017207
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt03908414
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt05203
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt02647197
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-1266420
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt04047955
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt02275
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt03908414
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-141816
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt04121893
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt04047955
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-73938
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt03764271
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt04121893
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0357622
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/EquipmentGrp/BookValueAmt04265
IRS990ScheduleD/EquipmentGrp/DepreciationAmt02297
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt06562
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt0248170
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/LandGrp/BookValueAmt0278485
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0278485
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0116811
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt03053
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0RIGHT-OF-USE OPERATING LEASE LIABILITY
IRS990ScheduleD/RevenueNotReportedAmt0116811
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt0157588
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 31,2023 AND 2022, 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, 2020 ARE NO LONGER SUBJECT TO EXAMINATION BY TAX AUTHORITIES.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0580122
IRS990ScheduleD/TotalExpensesPerForm990Amt0248170
IRS990ScheduleD/TotalLiabilityAmt03053
IRS990ScheduleD/TotalRevenuePerForm990Amt0157588
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0274399
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0248170
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

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,421,268
Liabilities
$499,891
Net assets
$2,921,377
Revenue
$157,588
Expenses
$248,170
Net income
-$90,582
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
2023Detailed filing. Detailed filing data is available for this year.$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