Civic Intelligence

Guthrie Scottish Rite Charitable and Educational Foundation

990 • Fiscal year 2014 • EIN 73-6105910

Jan 01, 2014 to Dec 31, 2014 • Filed on Oct 07, 2015

Organization ProfileGUTHRIESCOTTISHRITE.ORG
PO Box 70Guthrie, OK 73044

(405) 282-1281

Siviq Scores

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

Liabilities / Assets

10th percentile

0.01x

Higher debt load relative to assets than 10% of similar nonprofits.

2014 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2014

Liabilities / Revenue

14th percentile

0.04x

Higher debt load relative to revenue than 14% of similar nonprofits.

2014 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2014

Net Margin

93rd percentile

58%

Higher net margin than 93% of similar nonprofits.

2014 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2014

Top Officer Pay

23rd percentile

$101,536

Higher top officer pay than 23% of similar nonprofits.

Top officer pay equals 7.2% of source-year revenue.

2014 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2014

Asset Growth

73rd percentile

11%

Faster asset growth than 73% of similar nonprofits.

2014 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2013 to 2014

Revenue Growth

5th percentile

-42%

Faster revenue growth than 5% of similar nonprofits.

2014 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets10th percentile

Assets

Up

$10,671,110

Up $1,060,341 (+11%) from 2013

Net Assets

Up

$10,611,398

Up $1,031,336 (+11%) from 2013

Liabilities

Up

$59,712

Up $29,005 (+94%) from 2013

Revenue And Expenses
Liabilities / Revenue14th percentileNet Margin93rd percentile

Revenue

Down

$1,413,933

Down $1,028,580 (-42%) from 2013

Expenses

Up

$598,492

Up $3,053 (+0.5%) from 2013

Net Income

Down

$815,441

Down $1,031,633 (-56%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth73rd percentile

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

$15M$10M$5.0M$0Assets 2010: $7,050,012Liabilities 2010: $7,065Net Assets 2010: $7,042,9472010Assets 2011: $8,066,497Liabilities 2011: $21,387Net Assets 2011: $8,045,1102011Assets 2012: $8,069,043Liabilities 2012: $53,108Net Assets 2012: $8,015,9352012Assets 2013: $9,610,769Liabilities 2013: $30,707Net Assets 2013: $9,580,0622013Assets 2014: $10,671,110Liabilities 2014: $59,712Net Assets 2014: $10,611,3982014Assets 2015: $9,918,144Liabilities 2015: $64,477Net Assets 2015: $9,853,6672015Assets 2017: $10,011,331Liabilities 2017: $182,360Net Assets 2017: $9,828,9712017Assets 2018: $9,337,434Liabilities 2018: $0Net Assets 2018: $9,337,4342018Assets 2019: $10,030,549Liabilities 2019: $90,898Net Assets 2019: $9,939,6512019Assets 2020: $8,957,986Liabilities 2020: $0Net Assets 2020: $8,957,9862020Assets 2021: $9,509,544Liabilities 2021: $0Net Assets 2021: $9,509,5442021Assets 2024: $7,786,172Liabilities 2024: $0Net Assets 2024: $7,786,1722024

Highlighted filing

2014

Assets$10,671,110
Liabilities$59,712
Net Assets$10,611,398
Open 2014 Filing

Operations Trend

Revenue Growth5th percentile

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

$3.0M$2.0M$1.0M$0-$1.0MExpenses 2010: $650,6992010Expenses 2011: $449,9932011Expenses 2012: $484,5582012Revenue 2013: $2,442,513Expenses 2013: $595,439Net Income 2013: $1,847,0742013Revenue 2014: $1,413,933Expenses 2014: $598,492Net Income 2014: $815,4412014Revenue 2015: $735,629Expenses 2015: $735,536Net Income 2015: $932015Revenue 2017: $626,859Expenses 2017: $645,489Net Income 2017: -$18,6302017Revenue 2018: $1,174,474Expenses 2018: $358,331Net Income 2018: $816,1432018Revenue 2019: $936,616Expenses 2019: $393,368Net Income 2019: $543,2482019Revenue 2020: $362,234Expenses 2020: $839,626Net Income 2020: -$477,3922020Revenue 2021: $1,217,994Expenses 2021: $617,169Net Income 2021: $600,8252021Revenue 2024: $352,994Expenses 2024: $296,663Net Income 2024: $56,3312024

Highlighted filing

2014

Revenue$1,413,933
Expenses$598,492
Net Income$815,441
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Oct 7, 2015
Return Version
2014v5.0
Gross Receipts
$2,790,169
Mission and Program Overview

Mission

Provide scholarships to high school students who otherwise would not be able to continue their education beyond high school, support and operate the childhood language clinic and protect, preserve, restore, and renovate the historic scottish rite masonic temple of guthrie, oklahoma.

Educational and charitable purposes

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$7,244,627$9,608,212▲ $2,363,585
Savings and Temporary Cash Investments$1,535,970$543,878▼ $992,092
Pledges and Grants Receivable$659,255$333,333▼ $325,922
Cash and Non-Interest-Bearing Accounts$156,098$171,864▲ $15,766
Other Notes and Loans Receivable, Net$7,406$7,406→ $0
Land, Buildings, and Equipment, Net$7,413$6,049▼ $1,364
Accounts Receivable-$368-
Total Assets$9,610,769$10,671,110▲ $1,060,341
Liabilities
Other Liabilities$30,707$59,712▲ $29,005
Total Liabilities$30,707$59,712▲ $29,005
Net Assets / Fund Balance
Unrestricted Net Assets$5,732,697$6,644,723▲ $912,026
Permanently Rstr Net Assets$3,612,865$3,620,277▲ $7,412
Temporarily Rstr Net Assets$234,500$346,398▲ $111,898
Total Net Assets Fund Balance$9,580,062$10,611,398▲ $1,031,336
Total Liabilities and Net Assets / Fund Balance$9,610,769$10,671,110▲ $1,060,341

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$6,049$146,892$152,941

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2014$6,737,158$12,958▲ $405,392$239,457$6,916,051
2013$5,457,280$995,281▲ $284,597-$6,737,158
2012$5,596,502$7,235▼ $146,457-$5,457,280
2011$5,503,758$3,205▲ $89,539-$5,596,502
2010$5,342,705$20,121▲ $140,932-$5,503,758
Compensation and Service Providers
Top Officer Pay23rd percentile

Employees

NameTitleFull / Part TimeOtherTotal
Robert G DavisSecretary/treasurerPT$101,536$101,536

Board Members and Trustees

NameTitle
Michael L WigginsPresident
Brian PiersonVice President
B F Rowland JrDirector
Burke MccroryDirector
Charles StuckeyDirector
Jack PainterDirector
Joe R Manning JrDirector
John L LoganDirector
Michael RoseDirector
Michael WittDirector
Preston DoerflingerDirector
Woodrow MorehouseDirector
Revenue and Support

Revenue Composition

Contributions and Grants
$545,413
Program Service Revenue
$0
Investment Income
$865,768
Other Revenue
$2,752
All Other Contributions
$545,413
Change in Net Assets
$815,441

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,413,933
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$215,895
Total Revenue per Audited Statements
$1,629,828
Total Revenue per Form 990
$1,413,933
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$355,932
Salaries, Compensation, and Employee Benefits$212,310
Grants and Similar Amounts Paid$30,250
Total Fundraising Expense$14,419
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$163,614--$163,614
Pension Plan Contributions$38,326--$38,326
Fees for Service Investment Mgmnt Fees$9,509$26,599-$36,108
Grants to Domestic Individuals$30,250--$30,250
Office Expenses$27,670-$610$28,280
Payroll Taxes$10,370--$10,370
Other Expenses$16,321$8,680$9,112$8,680
Fees for Services Accounting-$8,061-$8,061
Advertising--$4,503$4,503
All Other Expenses$3,784$249-$4,033
Depreciation Depletion-$1,170$194$1,364
Total Functional Expenses$484,438$99,635$14,419$598,492

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$598,492
Total Expenses per Audited Statements$598,492
Total Expenses per Form 990$598,492
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
Liability for Pension Benefits$59,712
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 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 11

“The general secretary of the foundation reviews the 990 before it is filed. A copy is made available to the trustees for their review if they so desire.”

Form 990, Part VI, Section B, Line 12C

“The foundation requires the trustees to annually review the conflict of intest policy and list any conflicts 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
Guthrie Scottish Rite Charitable and
EIN
73-6105910
Phone
4052821281
Address
PO BOX 70, GUTHRIE, OK 73044

Signing Officer

Name
Robert G Davis
Title
Secretary/treasurer
Phone
4052821281
Signed
2015-10-07
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Robert G Davis
Formed
1962
Legal Domicile
Ok
Voting Board Members
13
Independent Board Members
12
Employees
3
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, scholarships for college students, and renovation and upkeep of the scottish rite masonic temple of guthrie, oklahoma that is on the national register of historic places.”

PART X, LINE 2:

“The foundation evaluates, if any, in accordance with u.s. Generally accepted accounting principles, including the foundaton's tax position as a tax-exempt not-for-profit entity. Though the foundation's evaluation of its uncertain tax positions, management has determined no uncertain tax positions exist as of december 31, 2014 and 2013 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, 2012, are no longer subject to examination by tax authorities.”

Raw XML AppendixShowing 400 of 520 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.

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IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/FundraisingAmt0610
IRS990/OfficeExpensesGrp/ProgramServicesAmt027670
IRS990/OfficeExpensesGrp/TotalAmt028280
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0PRESERVATION & RENOVATI
IRS990/OtherExpensesGrp/Desc1OVERHEAD
IRS990/OtherExpensesGrp/Desc2THERAPY OUTREACH
IRS990/OtherExpensesGrp/Desc3DONATIONS
IRS990/OtherExpensesGrp/FundraisingAmt09112
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt054876
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt18680
IRS990/OtherExpensesGrp/ProgramServicesAmt0184594
IRS990/OtherExpensesGrp/ProgramServicesAmt116321
IRS990/OtherExpensesGrp/TotalAmt0184594
IRS990/OtherExpensesGrp/TotalAmt163988
IRS990/OtherExpensesGrp/TotalAmt216321
IRS990/OtherExpensesGrp/TotalAmt38680
IRS990/OtherLiabilitiesGrp/BOYAmt030707
IRS990/OtherLiabilitiesGrp/EOYAmt059712
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0163614
IRS990/OtherSalariesAndWagesGrp/TotalAmt0163614
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt07406
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt07406
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/ProgramServicesAmt010370
IRS990/PayrollTaxesGrp/TotalAmt010370
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt038326
IRS990/PensionPlanContributionsGrp/TotalAmt038326
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt03612865
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt03620277
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt0659255
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt0333333
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0ROBERT G DAVIS
IRS990/ProfessionalFundraisingInd00
IRS990/ProgSrvcAccomActy2Grp/Desc0GUTHRIE SCOTTISH RITE CHARITABLE CHILDHOOD LANGUAGE CLINIC - SPEECH AND LANGUAGE SERVICES, 5,961 CHILDREN WERE PROVIDED AUDIOLOGICAL AND/OR SPEECH/LANGUAGE SERVICES DURING 2013.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0260085
IRS990/ProgSrvcAccomActy3Grp/Desc0PRESERVATION AND RENOVATION OF THE SCOTTISH RITE MASONIC TEMPLE OF GUTHRIE, OKLAHOMA
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt0194103
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt01144248
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt032500
IRS990/PYInvestmentIncomeAmt01297261
IRS990/PYOtherExpensesAmt0403175
IRS990/PYOtherRevenueAmt01004
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt01847074
IRS990/PYSalariesCompEmpBnftPaidAmt0159764
IRS990/PYTotalExpensesAmt0595439
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt02442513
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt0815441
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd01
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RoyaltiesRevenueGrp/ExclusionAmt02752
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt02752
IRS990/SavingsAndTempCashInvstGrp/BOYAmt01535970
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0543878
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0545413
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt01144248
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0114896
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0101664
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0286748
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt02192969
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0513629
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0422959
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0497670
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0562979
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0574172
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt02571409
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.38460
IRS990ScheduleA/PublicSupportPY170Pct00.36200
IRS990ScheduleA/PublicSupportTotal170Amt01832537
IRS990ScheduleA/SubstantialContributorsTotAmt0360432
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0545413
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt01144248
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0114896
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0101664
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0286748
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt02192969
IRS990ScheduleA/TotalSupportAmt04764378
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/BoardDesignatedBalanceEOYPct00.43220
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt06737158
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt012958
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt06916051
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0405392
IRS990ScheduleD/CYEndwmtFundGrp/OtherExpendituresAmt0239457
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt05457280
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt0995281
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt06737158
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0284597
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt05596502
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt07235
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt05457280
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-146457
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt05503758
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt03205
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt05596502
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt089539
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt05342705
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt020121
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt05503758
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0140932
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/EquipmentGrp/BookValueAmt06049
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0146892
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0152941
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt0598492
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0215895
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt059712
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0LIABILITY FOR PENSION BENEFITS
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct00.52350
IRS990ScheduleD/RevenueNotReportedAmt0215895
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt01413933
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE ENDOWMENT FUNDS ARE USED FOR OPERATION OF THE CHILDHOOD LANGUAGE CLINIC, SCHOLARSHIPS FOR COLLEGE STUDENTS, AND RENOVATION AND UPKEEP OF THE SCOTTISH RITE MASONIC TEMPLE OF GUTHRIE, OKLAHOMA THAT IS ON THE NATIONAL REGISTER OF HISTORIC PLACES.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1THE FOUNDATION EVALUATES, IF ANY, IN ACCORDANCE WITH U.S. GENERALLY ACCEPTED ACCOUNTING PRINCIPLES, INCLUDING THE FOUNDATON'S TAX POSITION AS A TAX-EXEMPT NOT-FOR-PROFIT ENTITY. THOUGH THE FOUNDATION'S EVALUATION OF ITS UNCERTAIN TAX POSITIONS, MANAGEMENT HAS DETERMINED NO UNCERTAIN TAX POSITIONS EXIST AS OF DECEMBER 31, 2014 AND 2013 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, 2012, ARE NO LONGER SUBJECT TO EXAMINATION BY TAX AUTHORITIES.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART V, LINE 4:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART X, LINE 2:
IRS990ScheduleD/TermEndowmentBalanceEOYPct00.04430
IRS990ScheduleD/TotalBookValueLandBuildingsAmt06049
IRS990ScheduleD/TotalExpensesPerForm990Amt0598492
IRS990ScheduleD/TotalLiabilityAmt059712
IRS990ScheduleD/TotalRevenuePerForm990Amt01413933
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt01629828
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0598492
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt030250
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0SCHOLARSHIPS FOR STUDENTS ATTENDING COLLEGES IN THE GUTHRIE SCOTTISH RITE VALLEY AREA.
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt018
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0COLLEGE SCHOLARSHIP AWARDS ARE PAID DIRECTLY TO THE UNIVERSITY AND/OR COLLEGES FOR THE STUDENTS SELECTED TO RECEIVE SUCH AWARDS AFTER PROOF OF ENROLLMENT HAS BEEN PROVIDED TO THE FOUNDATION.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE I, PART III
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 GENERAL SECRETARY OF THE FOUNDATION REVIEWS THE 990 BEFORE IT IS FILED. A COPY IS MADE AVAILABLE TO THE TRUSTEES FOR THEIR REVIEW IF THEY SO DESIRE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE FOUNDATION REQUIRES THE TRUSTEES TO ANNUALLY REVIEW THE CONFLICT OF INTEST POLICY AND LIST ANY CONFLICTS 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 11
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

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$10,671,110
Liabilities
$59,712
Net assets
$10,611,398
Revenue
$1,413,933
Expenses
$598,492
Net income
$815,441
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.79$0.00$7.79$0.35$0.30$0.06
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$9.51$0.00$9.51$1.22$0.62$0.60
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.96$0.00$8.96$0.36$0.84$0.48
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$10.0$0.09$9.94$0.94$0.39$0.54
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$9.34$0.00$9.34$1.17$0.36$0.82
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$10.0$0.18$9.83$0.63$0.65$0.02
2015Detailed filing. Detailed filing data is available for this year.$9.92$0.06$9.85$0.74$0.74$0.00
2014Detailed filing. Detailed filing data is available for this year.$10.7$0.06$10.6$1.41$0.60$0.82
2013Detailed filing. Detailed filing data is available for this year.$9.61$0.03$9.58$2.44$0.60$1.85
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.07$0.05$8.02$0.48
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.07$0.02$8.05$0.45
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.05$0.01$7.04$0.65