Civic Intelligence

Guthrie Scottish Rite Charitable and Educational Foundation

990 • Fiscal year 2015 • EIN 73-6105910

Jan 01, 2015 to Dec 31, 2015 • Filed on Nov 01, 2016

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

14th percentile

0.01x

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

2015 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2015

Liabilities / Revenue

32nd percentile

0.09x

Higher debt load relative to revenue than 32% of similar nonprofits.

2015 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2015

Net Margin

38th percentile

0.0%

Higher net margin than 38% of similar nonprofits.

2015 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2015

Top Officer Pay

43rd percentile

$105,525

Higher top officer pay than 43% of similar nonprofits.

Top officer pay equals 14.3% of source-year revenue.

2015 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2015

Asset Growth

15th percentile

-7.1%

Faster asset growth than 15% of similar nonprofits.

2015 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2014 to 2015

Revenue Growth

6th percentile

-48%

Faster revenue growth than 6% of similar nonprofits.

2015 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets14th percentile

Assets

Down

$9,918,144

Down $752,966 (-7.1%) from 2014

Net Assets

Down

$9,853,667

Down $757,731 (-7.1%) from 2014

Liabilities

Up

$64,477

Up $4,765 (+8.0%) from 2014

Revenue And Expenses
Liabilities / Revenue32nd percentileNet Margin38th percentile

Revenue

Down

$735,629

Down $678,304 (-48%) from 2014

Expenses

Up

$735,536

Up $137,044 (+23%) from 2014

Net Income

Down

$93

Down $815,348 (-100%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth15th 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

2015

Assets$9,918,144
Liabilities$64,477
Net Assets$9,853,667
Open 2015 Filing

Operations Trend

Revenue Growth6th 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

2015

Revenue$735,629
Expenses$735,536
Net Income$93
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Nov 1, 2016
Return Version
2015v2.1
Gross Receipts
$1,866,768
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$9,608,212$9,082,633▼ $525,579
Savings and Temporary Cash Investments$543,878$572,891▲ $29,013
Pledges and Grants Receivable$333,333--
Cash and Non-Interest-Bearing Accounts$171,864$227,140▲ $55,276
Land, Buildings, and Equipment, Net$6,049$28,055▲ $22,006
Other Notes and Loans Receivable, Net$7,406$7,406→ $0
Accounts Receivable$368$19▼ $349
Total Assets$10,671,110$9,918,144▼ $752,966
Liabilities
Other Liabilities$59,712$64,477▲ $4,765
Total Liabilities$59,712$64,477▲ $4,765
Net Assets / Fund Balance
Unrestricted Net Assets$6,644,723$5,934,289▼ $710,434
Permanently Rstr Net Assets$3,620,277$3,620,277→ $0
Temporarily Rstr Net Assets$346,398$299,101▼ $47,297
Total Net Assets Fund Balance$10,611,398$9,853,667▼ $757,731
Total Liabilities and Net Assets / Fund Balance$10,671,110$9,918,144▼ $752,966

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$28,055$134,163$162,218

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2015$6,916,051$24,202▼ $449,219$7,000$6,484,034
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
Compensation and Service Providers
Top Officer Pay43rd percentile

Employees

NameTitleFull / Part TimeOtherTotal
Robert G DavisSecretary/treasurerPT$105,525$105,525

Board Members and Trustees

NameTitle
Michael L WigginsPresident
Brian PiersonVice President
B F Rowland JrDirector
C W Grigby JrDirector
Charles StuckeyDirector
Christopher CrowderDirector
Gaylord Z ThomasDirector
Jack PainterDirector
Jack RandallDirector
Joe R Manning JrDirector
John L LoganDirector
Preston DoerflingerDirector
Revenue and Support

Revenue Composition

Contributions and Grants
$271,966
Program Service Revenue
$0
Investment Income
$463,118
Other Revenue
$545
All Other Contributions
$271,966
Change in Net Assets
$93

Audited Revenue Reconciliation

Revenue per Audited Statements
$735,629
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$-757,824
Total Revenue per Audited Statements
$-22,195
Total Revenue per Form 990
$735,629
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$507,912
Salaries, Compensation, and Employee Benefits$196,374
Grants and Similar Amounts Paid$31,250
Total Fundraising Expense$15,442
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$171,532--$171,532
Fees for Service Investment Mgmnt Fees$10,688$25,796-$36,484
Grants to Domestic Individuals$31,250--$31,250
Office Expenses$27,281-$596$27,877
Pension Plan Contributions$14,086--$14,086
Payroll Taxes$10,756--$10,756
Other Expenses$17,701$8,680$9,360$8,680
Fees for Services Accounting-$8,345-$8,345
All Other Expenses$2,390$3,951-$6,341
Advertising--$5,038$5,038
Depreciation Depletion-$2,698$448$3,146
Total Functional Expenses$614,251$105,843$15,442$735,536

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$735,536
Total Expenses per Audited Statements$735,536
Total Expenses per Form 990$735,536
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$64,477
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 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 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
John D Church
Title
Secretary/treasurer
Phone
4052821281
Signed
2016-11-01
Discuss with paid preparer
Yes

Organization Details

Principal Officer
John D Church
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, 2015 and 2014 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.”

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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/MissionDesc0PROVIDE SCHOLARSHIPS TO HIGH SCHOOL STUDENTS WHO OTHERWISE WOULD NOT BE ABLE TO CONTINUNE 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
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IRS990/NondeductibleContributionsInd00
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IRS990/OfficeExpensesGrp/ProgramServicesAmt027281
IRS990/OfficeExpensesGrp/TotalAmt027877
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/FundraisingAmt09360
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt056373
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt18680
IRS990/OtherExpensesGrp/ProgramServicesAmt0328567
IRS990/OtherExpensesGrp/ProgramServicesAmt117701
IRS990/OtherExpensesGrp/TotalAmt0328567
IRS990/OtherExpensesGrp/TotalAmt165733
IRS990/OtherExpensesGrp/TotalAmt217701
IRS990/OtherExpensesGrp/TotalAmt38680
IRS990/OtherLiabilitiesGrp/BOYAmt059712
IRS990/OtherLiabilitiesGrp/EOYAmt064477
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0171532
IRS990/OtherSalariesAndWagesGrp/TotalAmt0171532
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt07406
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt07406
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/ProgramServicesAmt010756
IRS990/PayrollTaxesGrp/TotalAmt010756
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt014086
IRS990/PensionPlanContributionsGrp/TotalAmt014086
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt03620277
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt03620277
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt0333333
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0JOHN D CHURCH
IRS990/ProfessionalFundraisingInd00
IRS990/ProgSrvcAccomActy2Grp/Desc0CHILDHOOD LANGUAGE CLINIC-SPEECH AND LANGUAGE SERVICES FOR CHILDREN IDENTIFIED WITH LEARNING DISABILITIES.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0243746
IRS990/ProgSrvcAccomActy3Grp/Desc0PRESERVATION AND RENOVATION OF THE SCOTTISH RITE MASONIC TEMPLE OF GUTHRIE, OKLAHOMA
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt0339255
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0545413
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt030250
IRS990/PYInvestmentIncomeAmt0865768
IRS990/PYOtherExpensesAmt0355932
IRS990/PYOtherRevenueAmt02752
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0815441
IRS990/PYSalariesCompEmpBnftPaidAmt0212310
IRS990/PYTotalExpensesAmt0598492
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt01413933
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt093
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd01
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RoyaltiesRevenueGrp/ExclusionAmt0545
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt0545
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0543878
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0572891
IRS990ScheduleA/FactsAndCircumstancesTestTxt01. THE ORGANIZATION RECEIVES ITS SUPPORT FROM THE GENERAL PUBLIC AND NOT FROM A SINGLE FAMILY. ANNUAL DUES STATEMENTS TO APPROXIMATELY 2,193 MEMBERS OF THE GUTHRIE SCOTTISH RITE BODIES, A 501(C)(10) ORGANIZATION, SOLICIT CONTRIBUTIONS TO THE FOUNDATION.2. THE ORGANIZATION OPERATES A CHILDHOOD LANGUAGE CLINIC FOR THE HEARING IMPAIRED AT ITS GUTHRIE FACILITY. A TOTAL OF 5,353 CHILDREN WERE SERVED AT THIS FACILITY.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 GUTHRIE COMMUNITY AND SCHOOL SYSTEM.4. 6 UNIVERSITIES RECEIVED SCHOLARSHIP FUNDS.
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0271966
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0545413
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt01144248
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0114896
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0101664
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt02178187
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0544226
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0513629
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0422959
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0497670
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0562979
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt02541463
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.37780
IRS990ScheduleA/PublicSupportPY170Pct00.38460
IRS990ScheduleA/PublicSupportTotal170Amt01782965
IRS990ScheduleA/SubstantialContributorsTotAmt0395222
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0271966
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0545413
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt01144248
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0114896
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0101664
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt02178187
IRS990ScheduleA/TotalSupportAmt04719650
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/BoardDesignatedBalanceEOYPct00.39820
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt06916051
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt024202
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt06484034
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-449219
IRS990ScheduleD/CYEndwmtFundGrp/OtherExpendituresAmt07000
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt06737158
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt012958
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt06916051
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0405392
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/OtherExpendituresAmt0239457
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt05457280
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt0995281
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt06737158
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0284597
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt05596502
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt07235
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt05457280
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-146457
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt05503758
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt03205
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt05596502
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt089539
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/EquipmentGrp/BookValueAmt028055
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0134163
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0162218
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt0735536
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0-757824
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt064477
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0LIABILITY FOR PENSION BENEFITS
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct00.55840
IRS990ScheduleD/RevenueNotReportedAmt0-757824
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt0735629
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, 2015 AND 2014 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/TermEndowmentBalanceEOYPct00.04340
IRS990ScheduleD/TotalBookValueLandBuildingsAmt028055
IRS990ScheduleD/TotalExpensesPerForm990Amt0735536
IRS990ScheduleD/TotalLiabilityAmt064477
IRS990ScheduleD/TotalRevenuePerForm990Amt0735629
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0-22195
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0735536
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt031250
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0SCHOLARSHIPS FOR STUDENTS ATTENDING COLLEGES IN THE GUTHRIE SCOTTISH RITE VALLEY AREA.
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt013
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 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

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$9,918,144
Liabilities
$64,477
Net assets
$9,853,667
Revenue
$735,629
Expenses
$735,536
Net income
$93
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
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2015 filings • 501(c)3 • $5M-$10M nonprofits