Civic Intelligence

Guthrie Scottish Rite Charitable and Educational Foundation

990 • Fiscal year 2022 • EIN 73-6105910

Jan 01, 2022 to Dec 31, 2022 • Filed on Oct 16, 2023

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

8th percentile

0.00x

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

2022 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2022

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2022

Net Margin

100th percentile

385535%

Higher net margin than 100% of similar nonprofits.

2022 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2022

Top Officer Pay

27th percentile

$55,715

Higher top officer pay than 27% of similar nonprofits.

2022 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2022

Asset Growth

3rd percentile

-30%

Faster asset growth than 3% of similar nonprofits.

2022 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2021 to 2022

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2021 to 2022

Assets

Down

$6,612,669

Down $2,896,875 (-30%) from 2021

Net Assets

Down

$6,612,669

Down $2,896,875 (-30%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue

Down

-$167

Down $1,218,161 (-100%) from 2021

Expenses

Up

$643,676

Up $26,507 (+4.3%) from 2021

Net Income

Down

-$643,843

Down $1,244,668 (-207%) from 2021

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: $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 2022: $6,612,669Liabilities 2022: $0Net Assets 2022: $6,612,6692022Assets 2024: $7,786,172Liabilities 2024: $0Net Assets 2024: $7,786,1722024

Highlighted filing

2022

Assets$6,612,669
Liabilities$0
Net Assets$6,612,669

Operations Trend

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 2022: -$167Expenses 2022: $643,676Net Income 2022: -$643,8432022Revenue 2024: $352,994Expenses 2024: $296,663Net Income 2024: $56,3312024

Highlighted filing

2022

Revenue-$167
Expenses$643,676
Net Income-$643,843
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Oct 16, 2023
Return Version
2022v5.0
Gross Receipts
$1,175,495
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$8,844,924$6,379,215▼ $2,465,709
Savings and Temporary Cash Investments$502,649$153,865▼ $348,784
Cash and Non-Interest-Bearing Accounts$160,286$78,036▼ $82,250
Land, Buildings, and Equipment, Net$1,674$1,022▼ $652
Accounts Receivable$11$531▲ $520
Total Assets$9,509,544$6,612,669▼ $2,896,875
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$6,304,467$3,407,589▼ $2,896,878
Net Assets With Donor Restrictions$3,205,077$3,205,080▲ $3
Total Net Assets Fund Balance$9,509,544$6,612,669▼ $2,896,875
Total Liabilities and Net Assets / Fund Balance$9,509,544$6,612,669▼ $2,896,875

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$1,022$139,576$140,598

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2022$4,545,281$12,476▼ $1,147,410-$3,410,347
2021$4,400,936$13,694▲ $130,651-$4,545,281
2020$4,821,502$9,960▼ $430,526-$4,400,936
2019$5,238,101$55,518▲ $285,355-$4,821,502
2018$6,372,682$7,534▼ $1,138,115$4,000$5,238,101
Compensation and Service Providers

Employees

NameTitleFull / Part TimeOtherTotal
John D ChurchSecretaryPT$55,715$55,715

Board Members and Trustees

NameTitle
Brian PiersonPresident
Preston DoerflingerVice President
Bf Rowland JrDirector
Charles StuckeyDirector
Gene MckelveyDirector
Jack PainterDirector
James HailDirector
James RuleDirector
Joe R Manning JrDirector
John L LoganDirector
Rex BrownDirector
Robert CookDirector
Revenue and Support

Revenue Composition

Contributions and Grants
$60,176
Program Service Revenue
$0
Investment Income
$-61,978
Other Revenue
$1,635
All Other Contributions
$60,176
Change in Net Assets
$-643,843

Audited Revenue Reconciliation

Revenue per Audited Statements
$-167
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$-2,253,032
Total Revenue per Audited Statements
$-2,253,199
Total Revenue per Form 990
$-167
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$618,726
Grants and Similar Amounts Paid$24,950
Total Fundraising Expense$16,047
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$24,950--$24,950
Fees for Services Accounting-$10,062-$10,062
Other Expenses$97,978$865$2,407$3,272
All Other Expenses-$1,000$1,588$2,588
Advertising-$558$231$789
Depreciation Depletion-$555$86$641
Total Functional Expenses$539,267$88,362$16,047$643,676

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$643,676
Total Expenses per Audited Statements$643,676
Total Expenses per Form 990$643,676
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
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 8B

The foundation does not have any committees authorized to act on behalf of the trustees of the foundation

Form 990, Part VI, Section B, Line 11B

The trustees of the foundation reviews the 990 before it is filed.

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

The foundation requires the trustees to annually review the conflict of interest 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
John D Church
Title
Secretary
Phone
4052821281
Signed
2023-10-16
Discuss with paid preparer
Yes

Organization Details

Principal Officer
John D Church
Formed
1962
Legal Domicile
Ok
Voting Board Members
13
Independent Board Members
11
Employees
0
Volunteers
0

Preparer

Firm
Engelbach Roberts & Co Pllc
Address
4000 CLASSEN CTR STE 100C, OKLAHOMA CITY, OK 73118
Preparer
Dennis D Galyon
Phone
4055284000
Supplemental Narrative

Financial Statement Notes

PART 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. Through the foundation's evaluation of its uncertain tax positions, management has determined no uncertain tax positions exist as of december 31, 2022 which would require the foundation to record a liability for the uncertain tax positions in its financial statements. The foundation's exempt returns for the years ended before december 31, 2019, are no longer subject to examination by tax authorities.

Raw XML AppendixShowing 400 of 505 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/BOYAmt011
IRS990/AccountsReceivableGrp/EOYAmt0531
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0EDUCATIONAL AND CHARITABLE PURPOSES
IRS990/AdvertisingGrp/FundraisingAmt0231
IRS990/AdvertisingGrp/ManagementAndGeneralAmt0558
IRS990/AdvertisingGrp/TotalAmt0789
IRS990/AllOtherContributionsAmt060176
IRS990/AllOtherExpensesGrp/FundraisingAmt01588
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt01000
IRS990/AllOtherExpensesGrp/TotalAmt02588
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd00
IRS990/BackupWthldComplianceInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0THE ORGANIZATION
IRS990/BooksInCareOfDetail/PhoneNum04052821281
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 70
IRS990/BooksInCareOfDetail/USAddress/CityNm0GUTHRIE
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OK
IRS990/BooksInCareOfDetail/USAddress/ZIPCd073044
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/BOYAmt0160286
IRS990/CashNonInterestBearingGrp/EOYAmt078036
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt060176
IRS990/CYGrantsAndSimilarPaidAmt024950
IRS990/CYInvestmentIncomeAmt0-61978
IRS990/CYOtherExpensesAmt0618726
IRS990/CYOtherRevenueAmt01635
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0-643843
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt0643676
IRS990/CYTotalFundraisingExpenseAmt016047
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0-167
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/DepreciationDepletionGrp/FundraisingAmt086
IRS990/DepreciationDepletionGrp/ManagementAndGeneralAmt0555
IRS990/DepreciationDepletionGrp/TotalAmt0641
IRS990/Desc0SCHOLARSHIPS FOR UNDERGRADS, UNIVERSITIES, FINANCIAL AID, AND SPECIFIC ASSISTANCE FOR SPECIAL NEEDS STUDENTS.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/DonorRestrictionNetAssetsGrp/BOYAmt03205077
IRS990/DonorRestrictionNetAssetsGrp/EOYAmt03205080
IRS990/DonorRstrOrQuasiEndowmentsInd01
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt024950
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt010062
IRS990/FeesForServicesAccountingGrp/TotalAmt010062
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt214.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt53.00
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/AverageHoursPerWeekRt121.00
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/IndividualTrusteeOrDirectorInd12X
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/OtherCompensationAmt120
IRS990/Form990PartVIISectionAGrp/PersonNm0BRIAN PIERSON
IRS990/Form990PartVIISectionAGrp/PersonNm1PRESTON DOERFLINGER
IRS990/Form990PartVIISectionAGrp/PersonNm2JOHN D CHURCH
IRS990/Form990PartVIISectionAGrp/PersonNm3JACK PAINTER
IRS990/Form990PartVIISectionAGrp/PersonNm4BF ROWLAND JR
IRS990/Form990PartVIISectionAGrp/PersonNm5JOE R MANNING JR
IRS990/Form990PartVIISectionAGrp/PersonNm6JOHN L LOGAN
IRS990/Form990PartVIISectionAGrp/PersonNm7CHARLES STUCKEY
IRS990/Form990PartVIISectionAGrp/PersonNm8GENE MCKELVEY
IRS990/Form990PartVIISectionAGrp/PersonNm9REX BROWN
IRS990/Form990PartVIISectionAGrp/PersonNm10ROBERT COOK
IRS990/Form990PartVIISectionAGrp/PersonNm11JAMES RULE
IRS990/Form990PartVIISectionAGrp/PersonNm12JAMES HAIL
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/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt255715
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/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt2SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt12DIRECTOR
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01962
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt0-296496
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt013
IRS990/GrantAmt024950
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt024950
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt024950
IRS990/GrantsToIndividualsInd01
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0879166
IRS990/GrossReceiptsAmt01175495
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt011
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt0234518
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0234518
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt08844924
IRS990/InvestmentsPubTradedSecGrp/EOYAmt06379215
IRS990/IRPDocumentCnt01
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0139576
IRS990/LandBldgEquipBasisNetGrp/BOYAmt01674
IRS990/LandBldgEquipBasisNetGrp/EOYAmt01022
IRS990/LandBldgEquipCostOrOtherBssAmt0140598
IRS990/LegalDomicileStateCd0OK
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt01175662
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd00
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0PROVIDE 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.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt09509544
IRS990/NetAssetsOrFundBalancesEOYAmt06612669
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0-296496
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-296496
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-2253032
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt06304467
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt03407589
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0PRESERVATION & RENOVATI
IRS990/OtherExpensesGrp/Desc1OSU RITE CARE CLINIC
IRS990/OtherExpensesGrp/Desc2OVERHEAD
IRS990/OtherExpensesGrp/Desc3MISCELLANEOUS
IRS990/OtherExpensesGrp/FundraisingAmt011735
IRS990/OtherExpensesGrp/FundraisingAmt12407
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt075322
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt1865
IRS990/OtherExpensesGrp/ProgramServicesAmt0416339
IRS990/OtherExpensesGrp/ProgramServicesAmt197978
IRS990/OtherExpensesGrp/TotalAmt0416339
IRS990/OtherExpensesGrp/TotalAmt197978
IRS990/OtherExpensesGrp/TotalAmt287057
IRS990/OtherExpensesGrp/TotalAmt33272
IRS990/PartialLiquidationInd00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0JOHN D CHURCH
IRS990/ProfessionalFundraisingInd00
IRS990/ProgSrvcAccomActy2Grp/Desc0GUTHRIE SCOTTISH RITE CHARITABLE CHILDHOOD LANGUAGE CLINIC - SPEECH AND LANGUAGE SERVICES, 253 CHILDREN WERE PROVIDED AUDIOLOGICAL AND/OR SPEECH/LANGUAGE SERVICES DURING 2022.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt097978
IRS990/ProgSrvcAccomActy3Grp/Desc0PRESERVATION AND RENOVATION OF THE SCOTTISH RITE MASONIC TEMPLE OF GUTHRIE, OKLAHOMA.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt0416339
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0382641
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt027500
IRS990/PYInvestmentIncomeAmt0834286
IRS990/PYOtherExpensesAmt0589669
IRS990/PYOtherRevenueAmt01067
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0600825
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0617169
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt01217994
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt0-643843
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd01
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RoyaltiesRevenueGrp/ExclusionAmt01635
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt01635
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0502649
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0153865
IRS990ScheduleA/FactsAndCircumstancesTestTxt01. THE ORGANIZATION RECEIVES ITS SUPPORT FROM THE GENERAL PUBLIC AND NOT FROM A SINGLE FAMILY. ANNUAL DUES STATEMENTS TO APPROXIMATELY 2,531 MEMBERS OF THE GUTHRIE SCOTTISH RITE BODIES, A 501(C)(10) ORGANIZATION, SOLICIT CONTRIBUTIONS TO THE FOUNDATION.2. THE ORGANIZATION PROVIDES GRANTS FOR OKLAHOMA STATE UNIVERSITY, STILLWATER OK RITECARE CLINIC - 253 CLIENTS WERE PROVIDED SPEECH/LANGUAGE THERAPY SERVICES FOR THE YEAR ENDED DECEMBER 31, 2022.3. 19 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 GUTHRIE COMMUNITY AND SCHOOL SYSTEM.
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt060176
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0382461
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt080771
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0534845
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0272044
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt01330297
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0236153
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0286531
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0341468
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0388631
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0342530
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt01595313
IRS990ScheduleA/PrivateFoundation170Ind0X
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.27560
IRS990ScheduleA/PublicSupportPY170Pct00.26930
IRS990ScheduleA/PublicSupportTotal170Amt0806214
IRS990ScheduleA/SubstantialContributorsTotAmt0524083
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt060176
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0382461
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt080771
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0534845
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0272044
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt01330297
IRS990ScheduleA/TotalSupportAmt02925610
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/BoardDesignatedBalanceEOYPct00.06120
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt04545281
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt012476
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt03410347
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-1147410
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt04400936
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt013694
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt04545281
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0130651
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt04821502
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt09960
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt04400936
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-430526
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt05238101
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt055518
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt04821502
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/GrantsOrScholarshipsAmt0757472
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0285355
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt06372682
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt07534
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt05238101
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-1138115
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/OtherExpendituresAmt04000
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/EquipmentGrp/BookValueAmt01022
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0139576
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0140598
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt0643676
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0-2253032
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct00.93880
IRS990ScheduleD/RevenueNotReportedAmt0-2253032
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt0-167
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. THROUGH THE FOUNDATION'S EVALUATION OF ITS UNCERTAIN TAX POSITIONS, MANAGEMENT HAS DETERMINED NO UNCERTAIN TAX POSITIONS EXIST AS OF DECEMBER 31, 2022 WHICH WOULD REQUIRE THE FOUNDATION TO RECORD A LIABILITY FOR THE UNCERTAIN TAX POSITIONS IN ITS FINANCIAL STATEMENTS. THE FOUNDATION'S EXEMPT RETURNS FOR THE YEARS ENDED BEFORE DECEMBER 31, 2019, ARE NO LONGER SUBJECT TO EXAMINATION BY TAX AUTHORITIES.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART V, LINE 4:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART X, LINE 2:
IRS990ScheduleD/TermEndowmentBalanceEOYPct00.00000
IRS990ScheduleD/TotalBookValueLandBuildingsAmt01022
IRS990ScheduleD/TotalExpensesPerForm990Amt0643676
IRS990ScheduleD/TotalRevenuePerForm990Amt0-167
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0-2253199
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0643676
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt024950
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0SCHOLARSHIPS FOR STUDENTS ATTENDING COLLEGES IN THE GUTHRIE SCOTTISH RITE VALLEY AREA.
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt017
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 TRUSTEES OF THE FOUNDATION REVIEWS THE 990 BEFORE IT IS FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE FOUNDATION REQUIRES THE TRUSTEES TO ANNUALLY REVIEW THE CONFLICT OF INTEREST 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 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/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0ANCIENT & ACCEPTED SCOTTISH RITE OF VALLEY OF GUTHRIE & COORD BODIES
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0730268790
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(10)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0OK
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0FRATERNAL ORGANIZATION AND OPERATION OF THE TEMPLE, A HISTORICAL FACILITY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt0PO BOX 70
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0GUTHRIE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0OK
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd073044
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00

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.$7.79$0.00$7.79$0.35$0.30$0.06
2022Detailed filing. Detailed filing data is available for this year.$6.61$0.00$6.61$0.00$0.64$0.64
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