Civic Intelligence

Scottish Rite Valley of Tampa Charitable Foundation Inc

EIN 81-5150434 • 501(c)3 • Tampa, FL

Profile

To expand the charitable work of the scottish rite valley of tampa and preserve and maintain the historic scottish rite masonic temples in tampa and sarasota, florida

5500 Memorial HighwayTampa, FL 33634

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

60th percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2025

Liabilities / Revenue

62nd percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2025

Net Margin

12th percentile

-67%

Higher net margin than 12% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2025

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)3 • <$500k nonprofits • Source year 2025

Asset Growth

46th percentile

-4.8%

Faster asset growth than 46% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

20th percentile

-45%

Faster revenue growth than 20% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets60th percentile

Assets

Down

$49,281

Down $2,466 (-4.8%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Down

$49,281

Down $2,466 (-4.8%) from 2024

Operations
Liabilities / Revenue62nd percentileNet Margin12th percentile

Revenue

Down

$3,705

Down $3,001 (-45%) from 2024

Expenses

Down

$6,171

Down $6,390 (-51%) from 2024

Net Income

Up

-$2,466

Up $3,389 (+58%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth46th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$100K$50K$0Assets 2017: $11,558Liabilities 2017: $90Net Assets 2017: $11,4682017Assets 2018: $72,117Liabilities 2018: $90Net Assets 2018: $72,0272018Assets 2019: $67,029Liabilities 2019: $0Net Assets 2019: $67,0292019Assets 2020: $80,356Liabilities 2020: $0Net Assets 2020: $80,3562020Assets 2021: $76,310Liabilities 2021: $0Net Assets 2021: $76,3102021Assets 2022: $74,716Liabilities 2022: $1,915Net Assets 2022: $72,8012022Assets 2023: $59,517Liabilities 2023: $1,915Net Assets 2023: $57,6022023Assets 2024: $51,747Liabilities 2024: $0Net Assets 2024: $51,7472024Assets 2025: $49,281Liabilities 2025: $0Net Assets 2025: $49,2812025

Highlighted filing

2025

Assets$49,281
Liabilities$0
Net Assets$49,281
Open 2025 Filing

Operations Trend

Revenue Growth20th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$150K$100K$50K$0-$50KRevenue 2017: $12,550Expenses 2017: $1,082Net Income 2017: $11,4682017Revenue 2018: $113,029Expenses 2018: $52,470Net Income 2018: $60,5592018Revenue 2019: $6,688Expenses 2019: $11,686Net Income 2019: -$4,9982019Revenue 2020: $26,488Expenses 2020: $13,161Net Income 2020: $13,3272020Revenue 2021: $6,565Expenses 2021: $10,611Net Income 2021: -$4,0462021Revenue 2022: $12,879Expenses 2022: $16,388Net Income 2022: -$3,5092022Revenue 2023: $2,053Expenses 2023: $17,252Net Income 2023: -$15,1992023Revenue 2024: $6,706Expenses 2024: $12,561Net Income 2024: -$5,8552024Revenue 2025: $3,705Expenses 2025: $6,171Net Income 2025: -$2,4662025

Highlighted filing

2025

Revenue$3,705
Expenses$6,171
Net Income-$2,466
Open 2025 Filing

Filings

Most recent year

2025 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$49,281
Liabilities
$0
Net assets
$49,281
Revenue
$3,705
Expenses
$6,171
Net income
-$2,466
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.49$0.00$0.49$0.04$0.06$0.02
2024Detailed filing. Detailed filing data is available for this year.$0.52$0.00$0.52$0.07$0.13$0.06
2023Detailed filing. Detailed filing data is available for this year.$0.60$0.02$0.58$0.02$0.17$0.15
2022Detailed filing. Detailed filing data is available for this year.$0.75$0.02$0.73$0.13$0.16$0.04
2021Detailed filing. Detailed filing data is available for this year.$0.76$0.00$0.76$0.07$0.11$0.04
2020Detailed filing. Detailed filing data is available for this year.$0.80$0.00$0.80$0.26$0.13$0.13
2019Detailed filing. Detailed filing data is available for this year.$0.67$0.00$0.67$0.07$0.12$0.05
2018Detailed filing. Detailed filing data is available for this year.$0.72$0.00$0.72$1.13$0.52$0.61
2017Detailed filing. Detailed filing data is available for this year.$0.12$0.00$0.11$0.13$0.01$0.11
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2025 to Dec 31, 2025
Signed
Feb 9, 2026
Return Version
2025v4.0
Gross Receipts
$3,705
Mission and Program Overview

Mission

To expand the charitable work of the scottish rite valley of tampa and preserve and maintain the historic scottish rite masonic temples in tampa and sarasota, florida

Program Services

DescriptionGrantsExpenses
PRESERVATION AND MAINTENANCE OF HISTORIC SCOTTISH RITE MASONIC TEMPLES IN TAMPA AND SARASOTA, FLORIDA$0$0
DIRECT AID TO THE POOR AND DISTRESSED OR THE UNDERPRIVILEDGED BY THE GIVING OF EITHER FOOD, CLOTHING, SHELTER, MEDICAL ATTENTION, OR OTHERWISE AIDING AND ASSISTING$0$0
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
CHARLES C OSBORNEPresident-$0--
MICHAEL R PENDER JRTreasurer-$0--
SCOTT MCALISTERGeneral Secretary-$0--
Filing and Contact Details

Filer

Filer Name
Scottish Rite Valley of Tampa Charitable
EIN
81-5150434
Phone
8138860578
Address
5500 MEMORIAL HIGHWAY, TAMPA, FL 33634

Signing Officer

Name
Michael R Pender Jr
Title
Treasurer
Phone
9413662983
Signed
2026-02-09
Discuss with paid preparer
Yes

Preparer

Firm
Cavanaugh & Co Llp
Address
2381 FRUITVILLE ROAD, SARASOTA, FL 34237
Preparer
Michael R Pender
Phone
9413662983
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

“Activity classification: children speech & language. Grantee name: scottish rite foundation of florida inc. Grantee address: 1495 grand road winter park, fl 32793. Grantee relationship: charity of choice. Property description: cash. Method used to determine book value: cash. Method used to determine fmv: cash. Date of gift: 06/17/25. Amount given: 6,000.”

Form 990-ez, Part I, Line 16 - Other Expenses

“Description: state of florida corporate annual fee. Amount: 61. Description: bank service charge. Amount: 110. Total to form 990-ez, line 16: 171.”

Raw XML Appendix138 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
IRS990EZ/ActivitiesNotPreviouslyRptInd00
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0MICHAEL R PENDER JR-TREASURER
IRS990EZ/BooksInCareOfDetail/PhoneNum09413662983
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt02381 FRUITVILLE ROAD
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0SARASOTA
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0FL
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd034237
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt051747
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt049281
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/ContributionsGiftsGrantsEtcAmt03705
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/EngagedInExcessBenefitTransInd00
IRS990EZ/ExcessOrDeficitForYearAmt0-2466
IRS990EZ/FiledScheduleAInd01
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt051747
IRS990EZ/Form990TotalAssetsGrp/EOYAmt049281
IRS990EZ/GrantsAndSimilarAmountsPaidAmt06000
IRS990EZ/GrossReceiptsAmt03705
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/LobbyingActivitiesInd00
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt051747
IRS990EZ/NetAssetsOrFundBalancesEOYAmt049281
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt051747
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt049281
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt22.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0CHARLES C OSBORNE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1MICHAEL R PENDER JR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2SCOTT MCALISTER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2GENERAL SECRETARY
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt0171
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0TO EXPAND THE CHARITABLE WORK OF THE SCOTTISH RITE VALLEY OF TAMPA AND PRESERVE AND MAINTAIN THE HISTORIC SCOTTISH RITE MASONIC TEMPLES IN TAMPA AND SARASOTA, FLORIDA
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PRESERVATION AND MAINTENANCE OF HISTORIC SCOTTISH RITE MASONIC TEMPLES IN TAMPA AND SARASOTA, FLORIDA
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1DIRECT AID TO THE POOR AND DISTRESSED OR THE UNDERPRIVILEDGED BY THE GIVING OF EITHER FOOD, CLOTHING, SHELTER, MEDICAL ATTENTION, OR OTHERWISE AIDING AND ASSISTING
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt10
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt10
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0FL
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt06171
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt03705
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/CommunityTrustInd0X
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt03705
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt06707
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt02053
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt012879
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt06565
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt031909
IRS990ScheduleA/PublicSupportCY170Pct01.00000
IRS990ScheduleA/PublicSupportPY170Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt031909
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt03705
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt06707
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt02053
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt012879
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt06565
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt031909
IRS990ScheduleA/TotalSupportAmt031909
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ACTIVITY CLASSIFICATION: CHILDREN SPEECH & LANGUAGE. GRANTEE NAME: SCOTTISH RITE FOUNDATION OF FLORIDA INC. GRANTEE ADDRESS: 1495 GRAND ROAD WINTER PARK, FL 32793. GRANTEE RELATIONSHIP: CHARITY OF CHOICE. PROPERTY DESCRIPTION: CASH. METHOD USED TO DETERMINE BOOK VALUE: CASH. METHOD USED TO DETERMINE FMV: CASH. DATE OF GIFT: 06/17/25. AMOUNT GIVEN: 6,000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: STATE OF FLORIDA CORPORATE ANNUAL FEE. AMOUNT: 61. DESCRIPTION: BANK SERVICE CHARGE. AMOUNT: 110. TOTAL TO FORM 990-EZ, LINE 16: 171.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0MICHAEL R PENDER JR
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum09413662983
ReturnHeader/BusinessOfficerGrp/SignatureDt02026-02-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SCOTTISH RITE VALLEY OF TAMPA CHARITABLE
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0SCOT
ReturnHeader/Filer/EIN0815150434
ReturnHeader/Filer/PhoneNum08138860578
ReturnHeader/Filer/USAddress/AddressLine1Txt05500 MEMORIAL HIGHWAY
ReturnHeader/Filer/USAddress/CityNm0TAMPA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd033634
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0591954606
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CAVANAUGH & CO LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02381 FRUITVILLE ROAD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SARASOTA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd034237
ReturnHeader/PreparerPersonGrp/PhoneNum09413662983
ReturnHeader/PreparerPersonGrp/PreparationDt02026-02-09
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MICHAEL R PENDER
ReturnHeader/ReturnTs02026-02-27T15:40:35-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02025-01-01
ReturnHeader/TaxPeriodEndDt02025-12-31
ReturnHeader/TaxYr02025

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