Civic Intelligence

Mcalester Scottish Rite Charitable and Educational Foundation

990 • Fiscal year 2019 • EIN 73-6102862

Jan 01, 2019 to Dec 31, 2019 • Filed on Oct 06, 2020

P O Box 609Mcalester, OK 74502

(918) 423-6360

Siviq Scores

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

Liabilities / Assets

15th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Liabilities / Revenue

15th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Net Margin

6th percentile

-53%

Higher net margin than 6% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Top Officer Pay

46th percentile

$53,846

Higher top officer pay than 46% of similar nonprofits.

Top officer pay equals 34.1% of source-year revenue.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Asset Growth

64th percentile

8.7%

Faster asset growth than 64% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Revenue Growth

2nd percentile

-70%

Faster revenue growth than 2% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Assets

Up

$4,757,777

Up $381,289 (+8.7%) from 2018

Net Assets

Up

$4,757,777

Up $381,289 (+8.7%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue

Down

$158,050

Down $376,048 (-70%) from 2018

Expenses

Down

$241,157

Down $8,896 (-3.6%) from 2018

Net Income

Down

-$83,107

Down $367,152 (-129%) from 2018

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$15M$10M$5.0M$0Assets 2010: $5,223,628Liabilities 2010: $825Net Assets 2010: $5,222,8032010Assets 2011: $5,218,302Liabilities 2011: $825Net Assets 2011: $5,217,4772011Assets 2012: $5,111,151Liabilities 2012: $8,498Net Assets 2012: $5,102,6532012Assets 2013: $5,256,290Liabilities 2013: $21,328Net Assets 2013: $5,234,9622013Assets 2014: $5,212,887Liabilities 2014: $0Net Assets 2014: $5,212,8872014Assets 2015: $4,805,860Liabilities 2015: $0Net Assets 2015: $4,805,8602015Assets 2016: $4,605,890Liabilities 2016: $0Net Assets 2016: $4,605,8902016Assets 2017: $4,612,459Liabilities 2017: $0Net Assets 2017: $4,612,4592017Assets 2018: $4,376,488Liabilities 2018: $0Net Assets 2018: $4,376,4882018Assets 2019: $4,757,777Liabilities 2019: $0Net Assets 2019: $4,757,7772019Assets 2020: $10,000,445Liabilities 2020: $0Net Assets 2020: $10,000,4452020Assets 2021: $10,732,782Liabilities 2021: $0Net Assets 2021: $10,732,7822021Assets 2022: $8,187,666Liabilities 2022: $0Net Assets 2022: $8,187,6662022Assets 2023: $8,919,964Liabilities 2023: $0Net Assets 2023: $8,919,9642023Assets 2024: $9,574,892Liabilities 2024: $0Net Assets 2024: $9,574,8922024

Highlighted filing

2019

Assets$4,757,777
Liabilities$0
Net Assets$4,757,777

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$6.0M$4.0M$2.0M$0-$2.0MExpenses 2010: $362,7872010Expenses 2011: $425,8952011Expenses 2012: $456,1832012Revenue 2013: $610,685Expenses 2013: $403,892Net Income 2013: $206,7932013Revenue 2014: $548,967Expenses 2014: $651,623Net Income 2014: -$102,6562014Revenue 2015: $494,059Expenses 2015: $619,942Net Income 2015: -$125,8832015Revenue 2016: $487,220Expenses 2016: $607,630Net Income 2016: -$120,4102016Revenue 2017: $388,928Expenses 2017: $566,441Net Income 2017: -$177,5132017Revenue 2018: $534,098Expenses 2018: $250,053Net Income 2018: $284,0452018Revenue 2019: $158,050Expenses 2019: $241,157Net Income 2019: -$83,1072019Revenue 2020: $429,441Expenses 2020: $412,732Net Income 2020: $16,7092020Revenue 2021: $4,403,584Expenses 2021: $330,354Net Income 2021: $4,073,2302021Revenue 2022: $199,362Expenses 2022: $359,169Net Income 2022: -$159,8072022Revenue 2023: $198,881Expenses 2023: $298,549Net Income 2023: -$99,6682023Revenue 2024: $436,937Expenses 2024: $434,365Net Income 2024: $2,5722024

Highlighted filing

2019

Revenue$158,050
Expenses$241,157
Net Income-$83,107
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Oct 6, 2020
Return Version
2019v5.1
Gross Receipts
$975,247
Mission and Program Overview

Mission

Provide scholarships to students who otherwise would not be able to continue their education without such scholarship assistance and support and operate the childhood language clinic.

Educational and charitable purposes

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$3,954,997$4,161,243▲ $206,246
Savings and Temporary Cash Investments$337,901$484,959▲ $147,058
Accounts Receivable$41,285$41,185▼ $100
Prepaid Expenses and Deferred Charges-$26,042-
Investments Program Related$20,550$23,365▲ $2,815
Cash and Non-Interest-Bearing Accounts$6,278$6,501▲ $223
Land, Buildings, and Equipment, Net$2,149$1,154▼ $995
Total Assets$4,376,488$4,757,777▲ $381,289
Other Assets Total$13,328$13,328→ $0
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$3,839,749$4,218,236▲ $378,487
Net Assets With Donor Restrictions$536,739$539,541▲ $2,802
Total Net Assets Fund Balance$4,376,488$4,757,777▲ $381,289
Total Liabilities and Net Assets / Fund Balance$4,376,488$4,757,777▲ $381,289

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$1,154$137,925$139,079

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2019$2,734,455$42,610▲ $213,302$278$2,939,589
2018$2,819,386$42,670▼ $78,483$368$2,734,455
2017$2,900,454$43,154▲ $59,250$126,272$2,819,386
2016$2,931,099$185,074▼ $44,846$125,373$2,900,454
2015$3,138,166$61,777▼ $95,234$125,360$2,931,099
Compensation and Service Providers

Employees

NameTitleFull / Part TimeOtherTotal
Michael a EbertGeneral SecretaryPT$53,846$53,846

Board Members and Trustees

Revenue and Support

Revenue Composition

Contributions and Grants
$76,656
Program Service Revenue
$0
Investment Income
$74,635
Other Revenue
$6,759
All Other Contributions
$76,656
Change in Net Assets
$-83,107

Audited Revenue Reconciliation

Revenue per Audited Statements
$158,050
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$464,396
Total Revenue per Audited Statements
$622,446
Total Revenue per Form 990
$158,050
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$190,657
Grants and Similar Amounts Paid$50,500
Total Fundraising Expense$13,966
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$50,500--$50,500
Fees for Services Accounting-$8,270-$8,270
Other Expenses$125,000$2,420$806$3,226
Insurance-$1,107-$1,107
Depreciation Depletion-$746$249$995
Office Expenses$139$309$11$459
Total Functional Expenses$175,639$51,552$13,966$241,157

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$241,157
Total Expenses per Audited Statements$241,157
Total Expenses per Form 990$241,157
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
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 of the foundation reviews the 990 before it is filed.

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
Mcalester Scottish Rite Charitable
EIN
73-6102862
Phone
9184236360
Address
P O BOX 609, MCALESTER, OK 74502

Signing Officer

Name
Michael a Ebert
Title
Secretary
Phone
9184236360
Signed
2020-10-06
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Michael a Ebert
Formed
1962
Legal Domicile
Ok
Voting Board Members
12
Independent Board Members
10
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 V, LINE 4:

The endowment funds are used for operation of the childhood language clinic and scholarships for college students.

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, 2019 and 2018, 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, 2016 are no longer subject to examination by tax authorities.

Raw XML AppendixShowing 400 of 510 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/AccountsReceivableGrp/BOYAmt041285
IRS990/AccountsReceivableGrp/EOYAmt041185
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0EDUCATIONAL AND CHARITABLE PURPOSES
IRS990/AllOtherContributionsAmt076656
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd00
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0THE ORGANIZATION
IRS990/BooksInCareOfDetail/PhoneNum09184236360
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0P O BOX 609
IRS990/BooksInCareOfDetail/USAddress/CityNm0MCALESTER
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OK
IRS990/BooksInCareOfDetail/USAddress/ZIPCd074502
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/BOYAmt06278
IRS990/CashNonInterestBearingGrp/EOYAmt06501
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt076656
IRS990/CYGrantsAndSimilarPaidAmt050500
IRS990/CYInvestmentIncomeAmt074635
IRS990/CYOtherExpensesAmt0190657
IRS990/CYOtherRevenueAmt06759
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0-83107
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt0241157
IRS990/CYTotalFundraisingExpenseAmt013966
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0158050
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/DepreciationDepletionGrp/FundraisingAmt0249
IRS990/DepreciationDepletionGrp/ManagementAndGeneralAmt0746
IRS990/DepreciationDepletionGrp/TotalAmt0995
IRS990/Desc0SCHOLARSHIPS FOR UNDERGRADS, FINANCIAL AID, AND SPECIFIC ASSISTANCE FOR SPECIAL NEEDS STUDENTS
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/DonorRestrictionNetAssetsGrp/BOYAmt0536739
IRS990/DonorRestrictionNetAssetsGrp/EOYAmt0539541
IRS990/DonorRstrOrQuasiEndowmentsInd01
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt050639
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt08270
IRS990/FeesForServicesAccountingGrp/TotalAmt08270
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt02.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt12.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt220.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt32.00
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/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/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
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/PersonNm0R BRUCE HALL
IRS990/Form990PartVIISectionAGrp/PersonNm1G DAVE DONATHAN III
IRS990/Form990PartVIISectionAGrp/PersonNm2MICHAEL A EBERT
IRS990/Form990PartVIISectionAGrp/PersonNm3WILLIAM C COX
IRS990/Form990PartVIISectionAGrp/PersonNm4JACK B INMAN
IRS990/Form990PartVIISectionAGrp/PersonNm5THOMAS CROWL
IRS990/Form990PartVIISectionAGrp/PersonNm6BRETT CABLE
IRS990/Form990PartVIISectionAGrp/PersonNm7D LARRY ROBERTS
IRS990/Form990PartVIISectionAGrp/PersonNm8JIMMY WHITFIELD
IRS990/Form990PartVIISectionAGrp/PersonNm9JAMES DULIN
IRS990/Form990PartVIISectionAGrp/PersonNm10MICHAEL BIBEE
IRS990/Form990PartVIISectionAGrp/PersonNm11JOE 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/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt253846
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/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt2GENERAL SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt3TRUSTEE
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/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01962
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt0-21087
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt012
IRS990/GrantAmt050500
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt050500
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt050500
IRS990/GrantsToIndividualsInd01
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0796110
IRS990/GrossReceiptsAmt0975247
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt010
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InsuranceGrp/ManagementAndGeneralAmt01107
IRS990/InsuranceGrp/TotalAmt01107
IRS990/InvestmentIncomeGrp/ExclusionAmt095722
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt095722
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsProgramRelatedGrp/BOYAmt020550
IRS990/InvestmentsProgramRelatedGrp/EOYAmt023365
IRS990/InvestmentsPubTradedSecGrp/BOYAmt03954997
IRS990/InvestmentsPubTradedSecGrp/EOYAmt04161243
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0137925
IRS990/LandBldgEquipBasisNetGrp/BOYAmt02149
IRS990/LandBldgEquipBasisNetGrp/EOYAmt01154
IRS990/LandBldgEquipCostOrOtherBssAmt0139079
IRS990/LegalDomicileStateCd0OK
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0817197
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd00
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0PROVIDE SCHOLARSHIPS TO STUDENTS WHO OTHERWISE WOULD NOT BE ABLE TO CONTINUE THEIR EDUCATION WITHOUT SUCH SCHOLARSHIP ASSISTANCE AND SUPPORT AND OPERATE THE CHILDHOOD LANGUAGE CLINIC.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt04376488
IRS990/NetAssetsOrFundBalancesEOYAmt04757777
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0-21087
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-21087
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0464396
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt03839749
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt04218236
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/FundraisingAmt011
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt0309
IRS990/OfficeExpensesGrp/ProgramServicesAmt0139
IRS990/OfficeExpensesGrp/TotalAmt0459
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt013328
IRS990/OtherAssetsTotalGrp/EOYAmt013328
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0MCALESTER RITECARE CLIN
IRS990/OtherExpensesGrp/Desc1ADMINISTRATIVE FEES
IRS990/OtherExpensesGrp/Desc2EQUIPMENT & MAINTENANCE
IRS990/OtherExpensesGrp/FundraisingAmt012900
IRS990/OtherExpensesGrp/FundraisingAmt1806
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt038700
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt12420
IRS990/OtherExpensesGrp/ProgramServicesAmt0125000
IRS990/OtherExpensesGrp/TotalAmt0125000
IRS990/OtherExpensesGrp/TotalAmt151600
IRS990/OtherExpensesGrp/TotalAmt23226
IRS990/PartialLiquidationInd00
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt026042
IRS990/PrincipalOfficerNm0MICHAEL A EBERT
IRS990/ProfessionalFundraisingInd00
IRS990/ProgSrvcAccomActy2Grp/Desc0CHILDHOOD LANGUAGE CLINIC- HELPS CHILDREN BY PROVIDING DIAGNOSTIC EVALUATION AND TREATMENT FOR SPEECH AND LANGUAGE DISORDERS AS WELL AS LEARNING DISABILITIES.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0125000
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt017071
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt070508
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt048750
IRS990/PYInvestmentIncomeAmt0455401
IRS990/PYOtherExpensesAmt0174149
IRS990/PYOtherRevenueAmt08189
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0284045
IRS990/PYSalariesCompEmpBnftPaidAmt027154
IRS990/PYTotalExpensesAmt0250053
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0534098
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt0-83107
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RoyaltiesRevenueGrp/ExclusionAmt06759
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt06759
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0337901
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0484959
IRS990ScheduleA/FactsAndCircumstancesTestTxt01. THE ORGANIZATION RECEIVES ITS SUPPORT FROM THE GENERAL PUBLIC AND NOT FROM A SINGLE FAMILY. ANNUAL DUES STATEMENTS TO APPROXIMATELY 2,091 MEMBERS OF THE MCALESTER SCOTTISH RITE BODIES, A 501(C)(10) ORGANIZATION, SOLICIT CONTRIBUTIONS TO THE FOUNDATION.2. THE ORGANIZATION OPERATES A CHILDHOOD LANGUAGE CLINIC FOR THE HEARING IMPAIRED AT ITS MCALESTER FACILITIES. THERE WERE 1,173 SERVICES RENDERED AT THESE FACILITIES.3. 12 SCHOLARSHIPS WERE PROVIDED TO DESERVING YOUNG PEOPLE WHO DESIRE TO FURTHER THEIR EDUCATION BEYOND THE HIGH SCHOOL LEVEL. THE SELECTION COMMITTEE INCLUDES MEMBERS WHO REPRESENT THE MCALESTER COMMUNITY AND SCHOOL SYSTEM.
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt076656
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt070508
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0103445
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0244306
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0135708
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0630623
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt095722
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0117996
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0138424
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0163268
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0249332
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0764742
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt06759
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt08189
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt06508
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt06171
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt012869
IRS990ScheduleA/OtherIncome170Grp/TotalAmt040496
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.19770
IRS990ScheduleA/PublicSupportPY170Pct00.23890
IRS990ScheduleA/PublicSupportTotal170Amt0283926
IRS990ScheduleA/SubstantialContributorsTotAmt0346697
IRS990ScheduleA/TenPctFactsCrcmstncsTestCYInd0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt076656
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt070508
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0103445
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0244306
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0135708
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0630623
IRS990ScheduleA/TotalSupportAmt01435861
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/BoardDesignatedBalanceEOYPct00.81850
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt02734455
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt042610
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt02939589
IRS990ScheduleD/CYEndwmtFundGrp/GrantsOrScholarshipsAmt050500
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0213302
IRS990ScheduleD/CYEndwmtFundGrp/OtherExpendituresAmt0278
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt02819386
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt042670
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt02734455
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/GrantsOrScholarshipsAmt048750
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-78483
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/OtherExpendituresAmt0368
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt02900454
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt043154
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt02819386
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/GrantsOrScholarshipsAmt057200
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt059250
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/OtherExpendituresAmt0126272
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt02931099
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt0185074
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt02900454
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/GrantsOrScholarshipsAmt045500
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-44846
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/OtherExpendituresAmt0125373
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt03138166
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt061777
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt02931099
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/GrantsOrScholarshipsAmt048250
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-95234
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/OtherExpendituresAmt0125360
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/EquipmentGrp/BookValueAmt01154
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0137925
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0139079
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt0241157
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0464396
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct00.16430
IRS990ScheduleD/RevenueNotReportedAmt0464396
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt0158050
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE ENDOWMENT FUNDS ARE USED FOR OPERATION OF THE CHILDHOOD LANGUAGE CLINIC AND SCHOLARSHIPS FOR COLLEGE STUDENTS.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1THE 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, 2019 AND 2018, 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, 2016 ARE NO LONGER SUBJECT TO EXAMINATION BY TAX AUTHORITIES.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART V, LINE 4:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART X, LINE 2:
IRS990ScheduleD/TermEndowmentBalanceEOYPct00.01720
IRS990ScheduleD/TotalBookValueLandBuildingsAmt01154
IRS990ScheduleD/TotalExpensesPerForm990Amt0241157
IRS990ScheduleD/TotalRevenuePerForm990Amt0158050
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0622446
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0241157
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt050500
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0SCHOLARSHIPS FOR STUDENTS ATTENDING COLLEGE.
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt037
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0PART III, COLLEGE SCHOLARSHIP AWARDS ARE PAID DIRECTLY TO THE UNIVERSITY AND/OR COLLEGES FOR STUDENTS SELECTED TO RECEIVE SUCH AWARDS AFTER PROOF OF ENROLLMENT HAS BEEN PROVIDED TO THE FOUNDATION.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 2:
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 OF THE FOUNDATION REVIEWS THE 990 BEFORE IT IS FILED.
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/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0ANCIENT & ACCEPTED SCOTTISH RITE OF FREE MASONRY VALLEY OF MCALESTER
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0237269478
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(10)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0OK
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0FRATERNAL ORGANIZATION AND OPERATION OF THE TEMPLE, A HISTORICAL FACILITY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt0P O BOX 609

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$9.57$0.00$9.57$0.44$0.43$0.00
2023Detailed filing. Detailed filing data is available for this year.$8.92$0.00$8.92$0.20$0.30$0.10
2022Detailed filing. Detailed filing data is available for this year.$8.19$0.00$8.19$0.20$0.36$0.16
2021Detailed filing. Detailed filing data is available for this year.$10.7$0.00$10.7$4.40$0.33$4.07
2020Detailed filing. Detailed filing data is available for this year.$10.0$0.00$10.0$0.43$0.41$0.02
2019Detailed filing. Detailed filing data is available for this year.$4.76$0.00$4.76$0.16$0.24$0.08
2018Detailed filing. Detailed filing data is available for this year.$4.38$0.00$4.38$0.53$0.25$0.28
2017Detailed filing. Detailed filing data is available for this year.$4.61$0.00$4.61$0.39$0.57$0.18
2016Detailed filing. Detailed filing data is available for this year.$4.61$0.00$4.61$0.49$0.61$0.12
2015Detailed filing. Detailed filing data is available for this year.$4.81$0.00$4.81$0.49$0.62$0.13
2014Detailed filing. Detailed filing data is available for this year.$5.21$0.00$5.21$0.55$0.65$0.10
2013Detailed filing. Detailed filing data is available for this year.$5.26$0.02$5.23$0.61$0.40$0.21
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.11$0.01$5.10$0.46
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.22$0.00$5.22$0.43
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.22$0.00$5.22$0.36