Civic Intelligence

Mcalester Scottish Rite Charitable and Educational Foundation

990 • Fiscal year 2020 • EIN 73-6102862

Jan 01, 2020 to Dec 31, 2020 • Filed on Oct 27, 2021

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

5th percentile

0.00x

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

2020 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2020

Liabilities / Revenue

5th percentile

0.00x

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

2020 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2020

Net Margin

49th percentile

3.9%

Higher net margin than 49% of similar nonprofits.

2020 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2020

Top Officer Pay

16th percentile

$50,000

Higher top officer pay than 16% of similar nonprofits.

Top officer pay equals 11.6% of source-year revenue.

2020 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2020

Asset Growth

96th percentile

110%

Faster asset growth than 96% of similar nonprofits.

2020 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2019 to 2020

Revenue Growth

96th percentile

172%

Faster revenue growth than 96% of similar nonprofits.

2020 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2019 to 2020

Assets

Up

$10,000,445

Up $5,242,668 (+110%) from 2019

Net Assets

Up

$10,000,445

Up $5,242,668 (+110%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue

Up

$429,441

Up $271,391 (+172%) from 2019

Expenses

Up

$412,732

Up $171,575 (+71%) from 2019

Net Income

Up

$16,709

Up $99,816 (+120%) from 2019

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

2020

Assets$10,000,445
Liabilities$0
Net Assets$10,000,445

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

2020

Revenue$429,441
Expenses$412,732
Net Income$16,709
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Oct 27, 2021
Return Version
2020v4.1
Gross Receipts
$2,667,918
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$4,161,243$8,500,933▲ $4,339,690
Savings and Temporary Cash Investments$484,959$1,389,168▲ $904,209
Investments Program Related$23,365$49,484▲ $26,119
Accounts Receivable$41,185$40,490▼ $695
Prepaid Expenses and Deferred Charges$26,042--
Cash and Non-Interest-Bearing Accounts$6,501$6,507▲ $6
Land, Buildings, and Equipment, Net$1,154$535▼ $619
Total Assets$4,757,777$10,000,445▲ $5,242,668
Other Assets Total$13,328$13,328→ $0
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$4,218,236$8,307,855▲ $4,089,619
Net Assets With Donor Restrictions$539,541$1,692,590▲ $1,153,049
Total Net Assets Fund Balance$4,757,777$10,000,445▲ $5,242,668
Total Liabilities and Net Assets / Fund Balance$4,757,777$10,000,445▲ $5,242,668

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$535$138,544$139,079

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2020$2,939,589$43,990▲ $1,329,194$37,806$4,221,210
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
Compensation and Service Providers

Employees

NameTitleFull / Part TimeOtherTotal
Michael a EbertGeneral SecretaryPT$50,000$50,000

Board Members and Trustees

NameTitle
R Bruce HallPresident/treasurer
G Dave Donathan IiiVice President
D Larry RobertsTrustee
Doug WordenTrustee
Jack B InmanTrustee
Joe R Manning JrTrustee
John CarterTrustee
Larry McmanusTrustee
Michael SextonTrustee
Thomas CrowlTrustee
William C CoxTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$76,898
Program Service Revenue
$0
Investment Income
$348,705
Other Revenue
$3,838
All Other Contributions
$76,898
Change in Net Assets
$16,709

Audited Revenue Reconciliation

Revenue per Audited Statements
$429,441
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$749,403
Total Revenue per Audited Statements
$1,178,844
Total Revenue per Form 990
$429,441
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$293,325
Salaries, Compensation, and Employee Benefits$65,650
Grants and Similar Amounts Paid$53,757
Total Fundraising Expense$11,580
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$55,270--$55,270
Grants to Domestic Individuals$53,757--$53,757
Insurance$46,283--$46,283
Other Expenses$14,271$31,875$10,625$14,271
Fees for Services Accounting-$8,476-$8,476
Other Employee Benefits$4,711--$4,711
Payroll Taxes$4,366--$4,366
All Other Expenses$15$2,418$800$3,233
Travel$1,800--$1,800
Pension Plan Contributions$1,303--$1,303
Depreciation Depletion-$464$155$619
Total Functional Expenses$357,919$43,233$11,580$412,732

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$412,732
Total Expenses per Audited Statements$412,732
Total Expenses per Form 990$412,732
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
2021-10-27
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

Additional Explanations

FORM 990, PART XI, LINE 9:

Transfer in the educational fund from the mcalester 4,476,556. Lodge of perfection id# 23-7269478

Financial Statement Notes

PART V, LINE 4:

The endowment funds are used to support the childhood language clinic, temple restoration, and provide 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, 2020 and 2019, which would require the foundation to record a liability for the uncertain tax positions in its financial statements. The foundation's exempt returns for the years ended before december 31, 2017 are no longer subject to examination by tax authorities.

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IRS990/OtherExpensesGrp/Desc1ADMINISTRATIVE FEES
IRS990/OtherExpensesGrp/Desc2PRESERVE AND RENOVATE T
IRS990/OtherExpensesGrp/Desc3UTILITIES
IRS990/OtherExpensesGrp/FundraisingAmt010625
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt031875
IRS990/OtherExpensesGrp/ProgramServicesAmt0126042
IRS990/OtherExpensesGrp/ProgramServicesAmt125780
IRS990/OtherExpensesGrp/ProgramServicesAmt224321
IRS990/OtherExpensesGrp/ProgramServicesAmt314271
IRS990/OtherExpensesGrp/TotalAmt0126042
IRS990/OtherExpensesGrp/TotalAmt168280
IRS990/OtherExpensesGrp/TotalAmt224321
IRS990/OtherExpensesGrp/TotalAmt314271
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt055270
IRS990/OtherSalariesAndWagesGrp/TotalAmt055270
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/ProgramServicesAmt04366
IRS990/PayrollTaxesGrp/TotalAmt04366
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt01303
IRS990/PensionPlanContributionsGrp/TotalAmt01303
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt026042
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/ExpenseAmt0126042
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt011087
IRS990/ProgSrvcAccomActy3Grp/Desc0TEMPLE RESTORATION- REPAIR, MAINTAIN AND PRESERVE THE HISTORIC TEMPLE.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt0178120
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt076656
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt050500
IRS990/PYInvestmentIncomeAmt074635
IRS990/PYOtherExpensesAmt0190657
IRS990/PYOtherRevenueAmt06759
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0-83107
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0241157
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0158050
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt016709
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RoyaltiesRevenueGrp/ExclusionAmt03838
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt03838
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0484959
IRS990/SavingsAndTempCashInvstGrp/EOYAmt01389168
IRS990ScheduleA/FactsAndCircumstancesTestTxt01. THE ORGANIZATION RECEIVES ITS SUPPORT FROM THE GENERAL PUBLIC AND NOT FROM A SINGLE FAMILY. ANNUAL DUES STATEMENTS TO APPROXIMATELY 2,024 MEMBERS OF THE MCALESTER SCOTTISH RITE BODIES, A 501(C)(10) ORGANIZATION, SOLICIT CONTRIBUTIONS TO THE FOUNDATION.2. THE ORGANIZATION PROVIDES GRANTS TO A CHILDHOOD LANGUAGE CLINIC FOR THE HEARING IMPAIRED LOCATED IN MCALESTER, OKLAHOMA. THERE WERE 952 SERVICES RENDERED AT THESE FACILITIES.3. 13 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/CurrentTaxYearAmt076898
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt076656
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt070508
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0103445
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0244306
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0571813
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0172514
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt095722
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0117996
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0138424
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0163268
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0687924
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.18770
IRS990ScheduleA/PublicSupportPY170Pct00.19770
IRS990ScheduleA/PublicSupportTotal170Amt0236445
IRS990ScheduleA/SubstantialContributorsTotAmt0335368
IRS990ScheduleA/TenPctFactsCrcmstncsTestCYInd0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt076898
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt076656
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt070508
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0103445
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0244306
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0571813
IRS990ScheduleA/TotalSupportAmt01259737
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/BoardDesignatedBalanceEOYPct00.60380
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt02939589
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt043990
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt04221210
IRS990ScheduleD/CYEndwmtFundGrp/GrantsOrScholarshipsAmt053757
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt01329194
IRS990ScheduleD/CYEndwmtFundGrp/OtherExpendituresAmt037806
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt02734455
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt042610
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt02939589
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/GrantsOrScholarshipsAmt050500
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0213302
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/OtherExpendituresAmt0278
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt02819386
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt042670
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt02734455
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/GrantsOrScholarshipsAmt048750
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-78483
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/OtherExpendituresAmt0368
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt02900454
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt043154
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt02819386
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/GrantsOrScholarshipsAmt057200
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt059250
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/OtherExpendituresAmt0126272
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt02931099
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt0185074
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt02900454
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/GrantsOrScholarshipsAmt045500
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-44846
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/OtherExpendituresAmt0125373
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/EquipmentGrp/BookValueAmt0535
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0138544
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0139079
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt0412732
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0749403
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct00.38650
IRS990ScheduleD/RevenueNotReportedAmt0749403
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt0429441
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE ENDOWMENT FUNDS ARE USED TO SUPPORT THE CHILDHOOD LANGUAGE CLINIC, TEMPLE RESTORATION, AND PROVIDE 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, 2020 AND 2019, WHICH WOULD REQUIRE THE FOUNDATION TO RECORD A LIABILITY FOR THE UNCERTAIN TAX POSITIONS IN ITS FINANCIAL STATEMENTS. THE FOUNDATION'S EXEMPT RETURNS FOR THE YEARS ENDED BEFORE DECEMBER 31, 2017 ARE NO LONGER SUBJECT TO EXAMINATION BY TAX AUTHORITIES.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART V, LINE 4:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART X, LINE 2:
IRS990ScheduleD/TermEndowmentBalanceEOYPct00.00970
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0535
IRS990ScheduleD/TotalExpensesPerForm990Amt0412732
IRS990ScheduleD/TotalRevenuePerForm990Amt0429441
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt01178844
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0412732
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt052600
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0SCHOLARSHIPS FOR STUDENTS ATTENDING COLLEGE.
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt033
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/ExplanationTxt4TRANSFER IN THE EDUCATIONAL FUND FROM THE MCALESTER 4,476,556. LODGE OF PERFECTION ID# 23-7269478
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
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART XI, LINE 9:
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00

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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