Form 990, Page 6, Part VI, Line 7A
“Membership must be sought by the candidate and be approved by the general membership. The general memebership also elects the members of the governing body.”
990 • Fiscal year 2017 • EIN 74-0889532
Scores are not available for this record yet.
Assets
Up$13,877,757
Up $175,030 (+1.3%) from 2016
Net Assets
Up$13,823,860
Up $136,657 (+1.0%) from 2016
Liabilities
Up$53,897
Up $38,373 (+247%) from 2016
Revenue
Down$387,373
Down $1,260 (-0.3%) from 2016
Expenses
Up$876,036
Up $3,966 (+0.5%) from 2016
Net Income
Down-$488,663
Down $5,226 (-1.1%) from 2016
It is the mission of the scottish rite of freemasonry, the southern jurisdiction, to improve its members and enhance the communities in which they live by teaching and emulating the principles of brotherly love, tolerance, charity, and truth while actively embracing high social, moral, and spiritual values, including fellowship, compassion and dedication to god, family and country.
| Line | Beginning | End | Change |
|---|---|---|---|
| Assets | |||
| Land, Buildings, and Equipment, Net | $8,943,299 | $8,562,194 | ▼ $381,105 |
| Investments in Publicly Traded Securities | $4,560,497 | $5,164,623 | ▲ $604,126 |
| Cash and Non-Interest-Bearing Accounts | $159,541 | $120,681 | ▼ $38,860 |
| Savings and Temporary Cash Investments | $39,390 | $30,259 | ▼ $9,131 |
| Total Assets | $13,702,727 | $13,877,757 | ▲ $175,030 |
| Liabilities | |||
| Accounts Payable and Accrued Expenses | $15,524 | $53,897 | ▲ $38,373 |
| Total Liabilities | $15,524 | $53,897 | ▲ $38,373 |
| Net Assets / Fund Balance | |||
| Unrestricted Net Assets | $13,687,203 | $13,823,860 | ▲ $136,657 |
| Total Net Assets Fund Balance | $13,687,203 | $13,823,860 | ▲ $136,657 |
| Total Liabilities and Net Assets / Fund Balance | $13,702,727 | $13,877,757 | ▲ $175,030 |
| Asset | Book Value | Depreciation | Basis |
|---|---|---|---|
| Buildings | $6,607,972 | $840,630 | $7,448,602 |
| Land | $1,125,848 | - | $1,125,848 |
| Equipment | $282,786 | $414,593 | $697,379 |
| Other Land Buildings | $31,934 | $231,132 | $263,066 |
| Name | Title |
|---|---|
| Richard W Heale | President |
| Brian R Dodson | Trustee |
| David Ashley | Trustee |
| Mark J Sandler | Trustee |
| Michael Phillipus | Trustee |
| Michael Prejean | Trustee |
| Patrick Cook | Trustee |
| Rick Tonda | Trustee |
| Ronald Brown | Trustee |
| William M Spears | Trustee |
| Allan R Lazor | General Secr |
| Richard C Townsend | Treasurer |
| Line Item | Amount |
|---|---|
| Other Expenses | $763,497 |
| Salaries, Compensation, and Employee Benefits | $112,539 |
| Grants and Similar Amounts Paid | $0 |
| Professional Fundraising Fees | $0 |
| Total Fundraising Expense | $0 |
| Line Item | Program | Management | Fundraising | Total |
|---|---|---|---|---|
| Depreciation Depletion | $387,626 | - | - | $387,626 |
| Other Salaries and Wages | $104,335 | - | - | $104,335 |
| Insurance | $69,973 | - | - | $69,973 |
| All Other Expenses | $62,422 | - | - | $62,422 |
| Other Expenses | $23,054 | - | - | $23,054 |
| Office Expenses | $21,885 | - | - | $21,885 |
| Travel | $11,118 | - | - | $11,118 |
| Payroll Taxes | $8,204 | - | - | $8,204 |
| Fees for Services Accounting | $6,250 | - | - | $6,250 |
| Information Technology | $2,769 | - | - | $2,769 |
| Fees for Services Other | $479 | - | - | $479 |
| Total Functional Expenses | $876,036 | $0 | $0 | $876,036 |
| Line Item | Amount |
|---|---|
| Professional Fundraising Fees | $0 |
“Membership must be sought by the candidate and be approved by the general membership. The general memebership also elects the members of the governing body.”
“Form 990 is reviewed by the secretary general and the board of trustees prior to filing.”
“The governing board of the houston scottish rite bodies monitors and enforces its conflict of interest policy.”
“Executive compensation is reviewed and approved by the supreme council 33rd degree, southern jurisdiction.”
“Officer and key employee compensation is reviewed and approved by the supreme council 33rd degree, southern jurisdiction.”
“Governing documents are made available to the public upon request.”
“It is the mission of the scottish rite of freemasonry, the southern jurisdiction, to improve its members and enhance the communities in which they live by teaching and emulating the principles of brotherly love, tolerance, charity, and truth while actively embracing high social, moral, and spiritual values, including fellowship, compassion and dedication to god, family and country.”
“Learning disorders, such as dylexia; and the scottish rite dormitory for women in austin.”
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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|---|---|---|
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| IRS990/ActivityOrMissionDesc | 0 | IT IS THE MISSION OF THE SCOTTISH RITE OF FREEMASONRY, THE SOUTHERN JURISDICTION, TO IMPROVE ITS MEMBERS AND ENHANCE THE COMMUNITIES IN WHICH THEY LIVE BY TEACHING AND EMULATING THE PRINCIPLES OF BROTHERLY LOVE, TOLERANCE, CHARITY, AND TRUTH WHILE ACTIVELY EMBRACING HIGH SOCIAL, MORAL, AND SPIRITUAL VALUES, INCLUDING FELLOWSHIP, COMPASSION AND DEDICATION TO GOD, FAMILY AND COUNTRY. |
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| IRS990/Desc | 0 | CHARTERED IN 1884 THE HOUSTON SCOTTISH RIGHT BODIES IS THE THIRD LARGEST SCOTTISH RIGHT VALLEY UNDER THE SUPREME COUNCIL 33RD DEGREE, SOUTHERN JURISDICTION OF THE U.S.A. WITH OVER 3,300 MEMBERS. THE SCOTTISH RITE FREEMASONRY IS WIDELY INVOLVED IN CHARITY AND COMMUNITY SERVICE ACTIVITIES THAT INCLUDE: RITE CARE CLINICS WHICH PROVIDE DIAGNOSTIC EVALUATION AND TREATMENT OF SPEECH AND LANGUAGE DISORDERS, AS WELL AS LEARNING DISABILITIES; THE TEXAS SCOTTISH RITE HOSPITAL FOR CHILDREN IN DALLAS THAT SPECIALIZES IN THE TREATMENT OF ORTHOPEDIC CONDITIONS, CERTAIN RELATED NEUROLOGICAL DISORDERS AND LEARNING DISORDERS, SUCH AS DYLEXIA; AND THE SCOTTISH RITE DORMITORY FOR WOMEN IN AUSTIN. |
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| IRS990/ReportInvestmentsOtherSecInd | 0 | false |
| IRS990/ReportLandBuildingEquipmentInd | 0 | true |
| IRS990/ReportOtherAssetsInd | 0 | false |
| IRS990/ReportOtherLiabilitiesInd | 0 | false |
| IRS990/ReportProgramRelatedInvstInd | 0 | false |
| IRS990/RoyaltiesRevenueGrp/ExclusionAmt | 0 | 52 |
| IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt | 0 | 52 |
| IRS990/SavingsAndTempCashInvstGrp/BOYAmt | 0 | 39390 |
| IRS990/SavingsAndTempCashInvstGrp/EOYAmt | 0 | 30259 |
| IRS990/ScheduleBRequiredInd | 0 | false |
| IRS990ScheduleD/BuildingsGrp/BookValueAmt | 0 | 6607972 |
| IRS990ScheduleD/BuildingsGrp/DepreciationAmt | 0 | 840630 |
| IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt | 0 | 7448602 |
| IRS990ScheduleD/EquipmentGrp/BookValueAmt | 0 | 282786 |
| IRS990ScheduleD/EquipmentGrp/DepreciationAmt | 0 | 414593 |
| IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt | 0 | 697379 |
| IRS990ScheduleD/LandGrp/BookValueAmt | 0 | 1125848 |
| IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt | 0 | 1125848 |
| IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt | 0 | 31934 |
| IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt | 0 | 231132 |
| IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt | 0 | 263066 |
| IRS990ScheduleD/TotalBookValueLandBuildingsAmt | 0 | 8048540 |
| IRS990/ScheduleJRequiredInd | 0 | false |
| IRS990/ScheduleORequiredInd | 0 | true |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | IT IS THE MISSION OF THE SCOTTISH RITE OF FREEMASONRY, THE SOUTHERN JURISDICTION, TO IMPROVE ITS MEMBERS AND ENHANCE THE COMMUNITIES IN WHICH THEY LIVE BY TEACHING AND EMULATING THE PRINCIPLES OF BROTHERLY LOVE, TOLERANCE, CHARITY, AND TRUTH WHILE ACTIVELY EMBRACING HIGH SOCIAL, MORAL, AND SPIRITUAL VALUES, INCLUDING FELLOWSHIP, COMPASSION AND DEDICATION TO GOD, FAMILY AND COUNTRY. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | LEARNING DISORDERS, SUCH AS DYLEXIA; AND THE SCOTTISH RITE DORMITORY FOR WOMEN IN AUSTIN. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | MEMBERSHIP MUST BE SOUGHT BY THE CANDIDATE AND BE APPROVED BY THE GENERAL MEMBERSHIP. THE GENERAL MEMEBERSHIP ALSO ELECTS THE MEMBERS OF THE GOVERNING BODY. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 3 | FORM 990 IS REVIEWED BY THE SECRETARY GENERAL AND THE BOARD OF TRUSTEES PRIOR TO FILING. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 4 | THE GOVERNING BOARD OF THE HOUSTON SCOTTISH RITE BODIES MONITORS AND ENFORCES ITS CONFLICT OF INTEREST POLICY. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 5 | EXECUTIVE COMPENSATION IS REVIEWED AND APPROVED BY THE SUPREME COUNCIL 33RD DEGREE, SOUTHERN JURISDICTION. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 6 | OFFICER AND KEY EMPLOYEE COMPENSATION IS REVIEWED AND APPROVED BY THE SUPREME COUNCIL 33RD DEGREE, SOUTHERN JURISDICTION. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 7 | GOVERNING DOCUMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | FORM 990 - ORGANIZATION'S MISSION |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | FORM 990, PAGE 2, PART III, LINE 4A |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | FORM 990, PAGE 6, PART VI, LINE 7A |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 3 | FORM 990, PAGE 6, PART VI, LINE 11B |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 4 | FORM 990, PAGE 6, PART VI, LINE 12C |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 5 | FORM 990, PAGE 6, PART VI, LINE 15A |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 6 | FORM 990, PAGE 6, PART VI, LINE 15B |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 7 | FORM 990, PAGE 6, PART VI, LINE 19 |
| IRS990/SchoolOperatingInd | 0 | false |
| IRS990/SignificantChangeInd | 0 | false |
| IRS990/SignificantNewProgramSrvcInd | 0 | false |
| IRS990/StatesWhereCopyOfReturnIsFldCd | 0 | TX |
| IRS990/SubjectToProxyTaxInd | 0 | false |
| IRS990/TaxablePartyNotificationInd | 0 | false |
| IRS990/TaxExemptBondsInd | 0 | false |
| IRS990/TempOrPermanentEndowmentsInd | 0 | false |
| IRS990/TerminateOperationsInd | 0 | false |
| IRS990/TotalAssetsBOYAmt | 0 | 13702727 |
| IRS990/TotalAssetsEOYAmt | 0 | 13877757 |
| IRS990/TotalAssetsGrp/BOYAmt | 0 | 13702727 |
| IRS990/TotalAssetsGrp/EOYAmt | 0 | 13877757 |
| IRS990/TotalCompGreaterThan150KInd | 0 | false |
| IRS990/TotalContributionsAmt | 0 | 188847 |
| IRS990/TotalEmployeeCnt | 0 | 3 |
| IRS990/TotalFunctionalExpensesGrp/FundraisingAmt | 0 | 0 |
| IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt | 0 | 0 |
| IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt | 0 | 876036 |
| IRS990/TotalFunctionalExpensesGrp/TotalAmt | 0 | 876036 |
| IRS990/TotalGrossUBIAmt | 0 | 0 |
| IRS990/TotalLiabilitiesBOYAmt | 0 | 15524 |
| IRS990/TotalLiabilitiesEOYAmt | 0 | 53897 |
| IRS990/TotalLiabilitiesGrp/BOYAmt | 0 | 15524 |
| IRS990/TotalLiabilitiesGrp/EOYAmt | 0 | 53897 |
| IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt | 0 | 13687203 |
| IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt | 0 | 13823860 |
| IRS990/TotalProgramServiceExpensesAmt | 0 | 876036 |
| IRS990/TotalProgramServiceRevenueAmt | 0 | 73574 |
| IRS990/TotalRevenueGrp/ExclusionAmt | 0 | 198526 |
| IRS990/TotalRevenueGrp/TotalRevenueColumnAmt | 0 | 387373 |
| IRS990/TotalVolunteersCnt | 0 | 95 |
| IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt | 0 | 13702727 |
| IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt | 0 | 13877757 |
| IRS990/TravelGrp/ProgramServicesAmt | 0 | 11118 |
| IRS990/TravelGrp/TotalAmt | 0 | 11118 |
| IRS990/TypeOfOrganizationCorpInd | 0 | X |
| IRS990/UnrelatedBusIncmOverLimitInd | 0 | false |
| IRS990/UnrestrictedNetAssetsGrp/BOYAmt | 0 | 13687203 |
| IRS990/UnrestrictedNetAssetsGrp/EOYAmt | 0 | 13823860 |
| IRS990/UponRequestInd | 0 | X |
| IRS990/USAddress/AddressLine1Txt | 0 | 2401 BELLFORT |
| IRS990/USAddress/CityNm | 0 | HOUSTON |
| IRS990/USAddress/StateAbbreviationCd | 0 | TX |
| IRS990/USAddress/ZIPCd | 0 | 77054 |
| IRS990/VotingMembersGoverningBodyCnt | 0 | 11 |
| IRS990/VotingMembersIndependentCnt | 0 | 11 |
| IRS990/WebsiteAddressTxt | 0 | WWW.HOUSTONSCOTTISHRITE.ORG |
| IRS990/WhistleblowerPolicyInd | 0 | true |
| ReturnHeader/BuildTS | 0 | 2018-06-14 16:35:46Z |
| ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd | 0 | true |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | ALLAN R LAZOR |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | GENERAL SECRETARY |
| ReturnHeader/BusinessOfficerGrp/PhoneNum | 0 | 7134321980 |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2018-05-11 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | THE SCOTTISH RITE BENEVOLENT ASSOC |
| ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt | 0 | OF HOUSTON TEXAS |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | SCOT |
| ReturnHeader/Filer/EIN | 0 | 740889532 |
| ReturnHeader/Filer/PhoneNum | 0 | 7134321980 |
| ReturnHeader/Filer/USAddress/AddressLine1Txt | 0 | PO BOX 20788 |
| ReturnHeader/Filer/USAddress/CityNm | 0 | HOUSTON |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | TX |
| ReturnHeader/Filer/USAddress/ZIPCd | 0 | 772250788 |
| ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId | 0 | 75288FAD5C97523F5559FC6AC91DF71B8AF86075 |
| ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId | 0 | 75288FAD5C97523F5559FC6AC91DF71B8AF86075 |
| ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd | 0 | P |
| ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt | 0 | 98.196.244.12 |
| ReturnHeader/FilingSecurityInformation/IPDt | 0 | 2018-05-11 |
| ReturnHeader/FilingSecurityInformation/IPTimezoneCd | 0 | CD |
| ReturnHeader/FilingSecurityInformation/IPTm | 0 | 17:06:55 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmEIN | 0 | 760455726 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt | 0 | RICHARD WAYNE RUSSELL PC |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt | 0 | 17225 EL CAMINO REAL STE 250 |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm | 0 | HOUSTON |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd | 0 | TX |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd | 0 | 770582748 |
| ReturnHeader/PreparerPersonGrp/PhoneNum | 0 | 7134171653 |
| ReturnHeader/PreparerPersonGrp/PreparationDt | 0 | 2018-05-11 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | RICHARD WRUSSELL |
| ReturnHeader/ReturnTs | 0 | 2018-05-11T17:06:55-05:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990 |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2017-01-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2017-12-31 |
| ReturnHeader/TaxYr | 0 | 2017 |
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Displayed year
2017 • Form 990Detailed filing. Detailed filing data is available for this year.