Civic Intelligence

Mcalester Scottish Rite Charitable and Educational Foundation

990 • Fiscal year 2021 • EIN 73-6102862

Jan 01, 2021 to Dec 31, 2021 • Filed on Oct 21, 2022

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.

2021 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2021

Liabilities / Revenue

5th percentile

0.00x

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

2021 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2021

Net Margin

98th percentile

92%

Higher net margin than 98% of similar nonprofits.

2021 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2021

Top Officer Pay

16th percentile

$50,596

Higher top officer pay than 16% of similar nonprofits.

Top officer pay equals 1.1% of source-year revenue.

2021 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2021

Asset Growth

43rd percentile

7.3%

Faster asset growth than 43% of similar nonprofits.

2021 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2020 to 2021

Revenue Growth

99th percentile

925%

Faster revenue growth than 99% of similar nonprofits.

2021 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2020 to 2021

Assets

Up

$10,732,782

Up $732,337 (+7.3%) from 2020

Net Assets

Up

$10,732,782

Up $732,337 (+7.3%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue

Up

$4,403,584

Up $3,974,143 (+925%) from 2020

Expenses

Down

$330,354

Down $82,378 (-20%) from 2020

Net Income

Up

$4,073,230

Up $4,056,521 (+24277%) from 2020

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

2021

Assets$10,732,782
Liabilities$0
Net Assets$10,732,782

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

2021

Revenue$4,403,584
Expenses$330,354
Net Income$4,073,230
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Oct 21, 2022
Return Version
2021v4.2
Gross Receipts
$6,351,252
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$8,500,933$9,805,740▲ $1,304,807
Savings and Temporary Cash Investments$1,389,168$804,903▼ $584,265
Investments Program Related$49,484$56,103▲ $6,619
Accounts Receivable$40,490$45,347▲ $4,857
Cash and Non-Interest-Bearing Accounts$6,507$7,361▲ $854
Land, Buildings, and Equipment, Net$535$0▼ $535
Total Assets$10,000,445$10,732,782▲ $732,337
Other Assets Total$13,328$13,328→ $0
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$8,307,855$9,059,299▲ $751,444
Net Assets With Donor Restrictions$1,692,590$1,673,483▼ $19,107
Total Net Assets Fund Balance$10,000,445$10,732,782▲ $732,337
Total Liabilities and Net Assets / Fund Balance$10,000,445$10,732,782▲ $732,337

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$0$139,079$139,079

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2021$4,221,210$46,347▲ $97,762$50,979$4,271,340
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
Compensation and Service Providers

Employees

NameTitleFull / Part TimeOtherTotal
Michael a EbertGeneral SecretaryPT$50,596$50,596

Board Members and Trustees

Revenue and Support

Revenue Composition

Contributions and Grants
$88,561
Program Service Revenue
$0
Investment Income
$4,310,414
Other Revenue
$4,609
All Other Contributions
$88,561
Change in Net Assets
$4,073,230

Audited Revenue Reconciliation

Revenue per Audited Statements
$4,403,584
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$-3,340,893
Total Revenue per Audited Statements
$1,062,691
Total Revenue per Form 990
$4,403,584
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$257,890
Grants and Similar Amounts Paid$43,000
Salaries, Compensation, and Employee Benefits$29,464
Total Fundraising Expense$14,784
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Insurance$56,971--$56,971
Grants to Domestic Individuals$43,000--$43,000
Other Salaries and Wages$27,378--$27,378
Other Expenses$15,626$43,031$14,344$15,626
Fees for Services Accounting-$8,645-$8,645
Payroll Taxes$2,086--$2,086
All Other Expenses-$938$306$1,244
Depreciation Depletion-$401$134$535
Total Functional Expenses$262,555$53,015$14,784$330,354

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$330,354
Total Expenses per Audited Statements$330,354
Total Expenses per Form 990$330,354
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
2022-10-21
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 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, 2021 and 2020, which would require the foundation to record a liability for the uncertain tax positions in its financial statements. The foundation's exempt returns for the years ended before december 31, 2018 are no longer subject to examination by tax authorities.

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IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/ProgramServicesAmt02086
IRS990/PayrollTaxesGrp/TotalAmt02086
IRS990/PoliticalCampaignActyInd00
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/ExpenseAmt0100000
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt013456
IRS990/ProgSrvcAccomActy3Grp/Desc0TEMPLE RESTORATION- REPAIR, MAINTAIN AND PRESERVE THE HISTORIC TEMPLE.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt0119555
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt076898
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt053757
IRS990/PYInvestmentIncomeAmt0348705
IRS990/PYOtherExpensesAmt0293325
IRS990/PYOtherRevenueAmt03838
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt016709
IRS990/PYSalariesCompEmpBnftPaidAmt065650
IRS990/PYTotalExpensesAmt0412732
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0429441
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt04073230
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RoyaltiesRevenueGrp/ExclusionAmt04609
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt04609
IRS990/SavingsAndTempCashInvstGrp/BOYAmt01389168
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0804903
IRS990ScheduleA/FactsAndCircumstancesTestTxt01. THE ORGANIZATION RECEIVES ITS SUPPORT FROM THE GENERAL PUBLIC AND NOT FROM A SINGLE FAMILY. ANNUAL DUES STATEMENTS TO APPROXIMATELY 1,927 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 959 SERVICES RENDERED AT THESE FACILITIES.3. 10 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/CurrentTaxYearAmt088561
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt076898
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt076656
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt070508
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0103445
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0416068
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0246658
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0172514
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt095722
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0117996
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0138424
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0771314
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.16440
IRS990ScheduleA/PublicSupportPY170Pct00.18770
IRS990ScheduleA/PublicSupportTotal170Amt0195187
IRS990ScheduleA/SubstantialContributorsTotAmt0220881
IRS990ScheduleA/TenPctFactsCrcmstncsTestCYInd0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt088561
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt076898
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt076656
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt070508
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0103445
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0416068
IRS990ScheduleA/TotalSupportAmt01187382
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/BoardDesignatedBalanceEOYPct00.61250
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt04221210
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt046347
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt04271340
IRS990ScheduleD/CYEndwmtFundGrp/GrantsOrScholarshipsAmt043000
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt097762
IRS990ScheduleD/CYEndwmtFundGrp/OtherExpendituresAmt050979
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt02939589
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt043990
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt04221210
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/GrantsOrScholarshipsAmt053757
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt01329194
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/OtherExpendituresAmt037806
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt02734455
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt042610
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt02939589
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/GrantsOrScholarshipsAmt050500
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0213302
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/OtherExpendituresAmt0278
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt02819386
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt042670
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt02734455
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/GrantsOrScholarshipsAmt048750
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-78483
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/OtherExpendituresAmt0368
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt02900454
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt043154
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt02819386
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/GrantsOrScholarshipsAmt057200
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt059250
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/OtherExpendituresAmt0126272
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/EquipmentGrp/BookValueAmt00
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0139079
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0139079
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt0330354
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0-3340893
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct00.38350
IRS990ScheduleD/RevenueNotReportedAmt0-3340893
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt04403584
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, 2021 AND 2020, WHICH WOULD REQUIRE THE FOUNDATION TO RECORD A LIABILITY FOR THE UNCERTAIN TAX POSITIONS IN ITS FINANCIAL STATEMENTS. THE FOUNDATION'S EXEMPT RETURNS FOR THE YEARS ENDED BEFORE DECEMBER 31, 2018 ARE NO LONGER SUBJECT TO EXAMINATION BY TAX AUTHORITIES.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART V, LINE 4:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART X, LINE 2:
IRS990ScheduleD/TermEndowmentBalanceEOYPct00.00400
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalExpensesPerForm990Amt0330354
IRS990ScheduleD/TotalRevenuePerForm990Amt04403584
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt01062691
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0330354
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt043000
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0SCHOLARSHIPS FOR STUDENTS ATTENDING COLLEGE.
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt010
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

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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