Goldstein Scottish Rite Trust

990PF • Fiscal year 2014 • EIN 91-6031605

Jan 01, 2014 to Dec 31, 2014 • Filed on Nov 13, 2015

Organization Profile

PO Box 32558Juneau, AK 99803-2558

(907) 957-3582

Siviq Scores

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

0.00x

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

2014 filings • <$500k nonprofits • Source year 2014

0.00x

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

2014 filings • <$500k nonprofits • Source year 2014

59%

Higher net margin than 93% of similar nonprofits.

2014 filings • <$500k nonprofits • Source year 2014

Higher top officer pay than 75% of similar nonprofits.

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

2014 filings • <$500k nonprofits • Source year 2014

2.6%

Faster asset growth than 55% of similar nonprofits.

2014 filings • <$500k nonprofits • Annualized from 2013 to 2014

-79%

Faster revenue growth than 4% of similar nonprofits.

2014 filings • <$500k nonprofits • Annualized from 2013 to 2014

Balance Sheet

Liabilities / Assets58th percentile

Assets

$63,512

Up $1,624 (+2.6%) from 2013

Net Assets

$63,512

No earlier filing loaded for comparison.

Liabilities

Flat

Flat from 2013

Revenue And Expenses

Liabilities / Revenue58th percentile Net Margin93rd percentile

Revenue

Down

$2,748

Down $10,235 (-79%) from 2013

Expenses

$1,124

Up $88 (+8.5%) from 2013

Net Income

Down

$1,624

Down $10,323 (-86%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth55th percentile

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

Highlighted filing

2014

Assets$63,512

Liabilities$0

Net Assets$63,512

Open 2014 Filing

Operations Trend

Revenue Growth4th percentile

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

Highlighted filing

2014

Revenue$2,748

Expenses$1,124

Net Income$1,624

Open 2014 Filing

Jump To

Filing Snapshot

Filing Period: Jan 1, 2014 to Dec 31, 2014
Signed: Nov 13, 2015
Return Version: 2014v5.0

Compensation and Service Providers

Top Officer Pay75th percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
CHARLES WARD	Trust Administrator	-	$0	-	-
JOHN BARNETT	Trustee	-	$0	-	-
AL BROOKMAN	Trustee	-	$0	-	-
ROBERT HEFLIN	Trustee	-	$0	-	-
CLAUDE ROBERTS	Trustee	-	$0	-	-
STEVEN STEWARD	Trustee	-	$0	-	-

Filing and Contact Details

Filer

Filer Name: Goldstein Scottish Rite Trust
EIN: 91-6031605
Phone: 9079573582
Address: PO BOX 32558, JUNEAU, AK 99803-2558

Signing Officer

Name: Charles Ward
Title: Trust Administrator
Phone: 9079573582
Signed: 2015-11-13
Discuss with paid preparer: Yes

Preparer

Firm: Elgee Rehfeld Mertz LLC
Address: 9309 GLACIER HWY STE B-200, JUNEAU, AK 99801
Preparer: Robert L Rehfeld
Phone: 9077893178

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IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd	0	0
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd	0	0
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd	0	0
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd	0	1
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd	0	0
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd	0	1
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd	0	0
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd	0	0
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd	0	0
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd	0	1
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm	0	CHARLES WARD
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd	0	0
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt	0	PO BOX 32558
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm	0	JUNEAU
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd	0	AK
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd	0	99802
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd	0	0
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd	0	0
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd	0	0
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd	0	AK
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd	0	0
IRS990PF/StatementsRegardingActyGrp/PhoneNum	0	9079573582
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd	0	0
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt	0	0
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt	0	0
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd	0	0
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt	0	0
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd	0	0
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt	0	N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt	0	0
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd	0	X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt	0	0
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipScheduleDetail/OrganizationBusinessName/BusinessNameLine1Txt	0	JUNEAU SCOTTISH RITE
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipScheduleDetail/OrganizationTypeDesc	0	FRATERNAL
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipScheduleDetail/RelationshipDescriptionTxt	0	MEMBERS OF THE ORGANIZATION ADMINISTER THE SCHOLARSHIP AWARD PROGRAM.
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd	0	1
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd	0	0
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt	0	0
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt	0	0
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt	0	0
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt	0	0
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt	0	3202
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt	0	3000
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt	0	1000
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt	0	2000
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt	0	3000
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt	0	0
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt	0	0
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt	0	0
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt	0	0
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt	0	0
IRS990PF/UndistributedIncomeGrp/Taxable1Amt	0	0
IRS990PF/UndistributedIncomeGrp/Taxable2Amt	0	0
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt	0	0
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt	0	3000
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt	0	0
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt	0	0
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt	0	202
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt	0	0
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt	0	549
OtherIncomeSchedule2/OtherIncomeDetail/Desc	0	ROYALTIES
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt	0	549
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt	0	549
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt	0	0
TaxesSchedule/TaxesDetail/Amt	0	24
TaxesSchedule/TaxesDetail/CategoryTxt	0	INCOME TAX
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt	0	0
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt	0	0
ReturnHeader/BuildTS	0	2016-03-07 17:11:31Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd	0	1
ReturnHeader/BusinessOfficerGrp/PersonNm	0	CHARLES WARD
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	TRUST ADMINISTRATOR
ReturnHeader/BusinessOfficerGrp/PhoneNum	0	9079573582
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2015-11-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt	0	GOLDSTEIN SCOTTISH RITE TRUST
ReturnHeader/Filer/BusinessNameControlTxt	0	GOLD
ReturnHeader/Filer/EIN	0	916031605
ReturnHeader/Filer/PhoneNum	0	9079573582
ReturnHeader/Filer/USAddress/AddressLine1Txt	0	PO BOX 32558
ReturnHeader/Filer/USAddress/CityNm	0	JUNEAU
ReturnHeader/Filer/USAddress/StateAbbreviationCd	0	AK
ReturnHeader/Filer/USAddress/ZIPCd	0	998032558
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN	0	920127098
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt	0	ELGEE REHFELD MERTZ LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt	0	9309 GLACIER HWY STE B-200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm	0	JUNEAU
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd	0	AK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd	0	99801
ReturnHeader/PreparerPersonGrp/PhoneNum	0	9077893178
ReturnHeader/PreparerPersonGrp/PreparationDt	0	2015-11-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm	0	ROBERT L REHFELD
ReturnHeader/ReturnTs	0	2015-11-16T16:48:20-06:00
ReturnHeader/ReturnTypeCd	0	990PF
ReturnHeader/TaxPeriodBeginDt	0	2014-01-01
ReturnHeader/TaxPeriodEndDt	0	2014-12-31
ReturnHeader/TaxYr	0	2014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing

Assets: $63,512
Liabilities: $0
Net assets: $63,512
Revenue: $2,748
Expenses: $1,124
Net income: $1,624

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net Income
2025Detailed filing. Detailed filing data is available for this year.
2024Detailed filing. Detailed filing data is available for this year.	$48.0	$0.00	$48.0	$4.00	$10.1	$6.13
2023Detailed filing. Detailed filing data is available for this year.	$54.1	$0.00	$54.1	$3.90	$2.27	$1.63
2022Detailed filing. Detailed filing data is available for this year.	$52.5	$0.00	$52.5	$3.11	$6.60	$3.49
2021Detailed filing. Detailed filing data is available for this year.	$56.0	$0.00	$56.0	$5.57	$3.51	$2.05
2020Detailed filing. Detailed filing data is available for this year.	$54.0	$0.00	$54.0	$3.12	$4.16	$1.04
2019Detailed filing. Detailed filing data is available for this year.	$52.9	$0.00	$52.9	$2.58	$1.01	$1.57
2015Detailed filing. Detailed filing data is available for this year.	$51.4	$0.00	$51.4	$5.87	$6.20	$12.1
2014Detailed filing. Detailed filing data is available for this year.	$63.5	$0.00	$63.5	$2.75	$1.12	$1.62
2013Summary only. Only limited summary data is available for this year.	$61.9	$0.00		$13.0	$1.04	$11.9
2012Summary only. Only limited summary data is available for this year.	$49.9	$0.00		$2.68	$3.61	$6.29
2011Summary only. Only limited summary data is available for this year.	$56.2	$0.00		$0.89	$0.86	$0.03