Civic Intelligence

Oregon Scottish Rite Education Foundation Inc.

990 • Fiscal year 2013 • EIN 93-6024129

Jan 01, 2013 to Dec 31, 2013 • Filed on Aug 15, 2014

Organization Profile
709 SW 15th Avenue97205

(503) 226-7827

Siviq Scores

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

Liabilities / Assets

24th percentile

0.00x

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

2013 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2013

Liabilities / Revenue

25th percentile

0.00x

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

2013 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2013

Net Margin

90th percentile

47%

Higher net margin than 90% of similar nonprofits.

2013 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2013

Top Officer Pay

49th percentile

$0

Higher top officer pay than 49% of similar nonprofits.

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

2013 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2013

Asset Growth

63rd percentile

7.4%

Faster asset growth than 63% of similar nonprofits.

2013 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2013

Balance Sheet
Liabilities / Assets24th percentile

Assets

Up

$563,936

Up $38,736 (+7.4%) from 2012

Net Assets

Up

$563,936

Up $38,736 (+7.4%) from 2012

Liabilities

Flat

$0

Flat from 2012

Revenue And Expenses
Liabilities / Revenue25th percentileNet Margin90th percentile

Revenue

$150,902

No earlier filing loaded for comparison.

Expenses

Up

$80,673

Up $27,769 (+52%) from 2012

Net Income

$70,229

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth63rd percentile

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2010: $359,768Liabilities 2010: $0Net Assets 2010: $359,7682010Assets 2011: $373,518Liabilities 2011: $21,563Net Assets 2011: $351,9552011Assets 2012: $525,200Liabilities 2012: $0Net Assets 2012: $525,2002012Assets 2013: $563,936Liabilities 2013: $0Net Assets 2013: $563,9362013Assets 2014: $778,483Liabilities 2014: $0Net Assets 2014: $778,4832014Assets 2015: $745,781Liabilities 2015: $0Net Assets 2015: $745,7812015Assets 2016: $795,349Liabilities 2016: $0Net Assets 2016: $795,3492016Assets 2017: $854,140Liabilities 2017: $0Net Assets 2017: $854,1402017Assets 2018: $771,657Liabilities 2018: $0Net Assets 2018: $771,6572018Assets 2019: $830,140Liabilities 2019: $0Net Assets 2019: $830,1402019Assets 2020: $877,416Liabilities 2020: $0Net Assets 2020: $877,4162020Assets 2021: $984,996Liabilities 2021: $0Net Assets 2021: $984,9962021Assets 2022: $826,935Liabilities 2022: $0Net Assets 2022: $826,9352022Assets 2023: $982,108Liabilities 2023: $0Net Assets 2023: $982,1082023Assets 2024: $3,030,251Liabilities 2024: $0Net Assets 2024: $3,030,2512024

Highlighted filing

2013

Assets$563,936
Liabilities$0
Net Assets$563,936
Open 2013 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$3.0M$2.0M$1.0M$0-$1.0MExpenses 2010: $25,7922010Expenses 2011: $66,1572011Expenses 2012: $52,9042012Revenue 2013: $150,902Expenses 2013: $80,673Net Income 2013: $70,2292013Revenue 2014: $301,331Expenses 2014: $80,275Net Income 2014: $221,0562014Revenue 2015: $64,825Expenses 2015: $73,446Net Income 2015: -$8,6212015Revenue 2016: $66,727Expenses 2016: $47,484Net Income 2016: $19,2432016Revenue 2017: $63,589Expenses 2017: $72,622Net Income 2017: -$9,0332017Revenue 2018: $93,235Expenses 2018: $70,323Net Income 2018: $22,9122018Revenue 2019: $70,033Expenses 2019: $82,334Net Income 2019: -$12,3012019Revenue 2020: $56,089Expenses 2020: $57,073Net Income 2020: -$9842020Revenue 2021: $114,555Expenses 2021: $34,488Net Income 2021: $80,0672021Revenue 2022: $53,329Expenses 2022: $68,669Net Income 2022: -$15,3402022Revenue 2023: $168,357Expenses 2023: $103,389Net Income 2023: $64,9682023Revenue 2024: $2,081,363Expenses 2024: $124,254Net Income 2024: $1,957,1092024

Highlighted filing

2013

Revenue$150,902
Expenses$80,673
Net Income$70,229
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Aug 15, 2014
Return Version
2013v3.1
Gross Receipts
$373,290
Mission and Program Overview

Mission

To receive, hold, and apply awards of scholarships and fellowships and other financial assistance to deserving, qualified, and acceptable students.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$372,654$441,262▲ $68,608
Investments Other Securities$74,054$84,632▲ $10,578
Pledges and Grants Receivable$55,631--
Cash and Non-Interest-Bearing Accounts$22,861$35,473▲ $12,612
Total Assets$525,200$563,936▲ $38,736
Other Assets Total-$2,569-
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Temporarily Rstr Net Assets$525,200$563,936▲ $38,736
Total Net Assets Fund Balance$525,200$563,936▲ $38,736
Total Liabilities and Net Assets / Fund Balance$525,200$563,936▲ $38,736

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$84,632--
Compensation and Service Providers
Top Officer Pay49th percentile

Board Members and Trustees

NameTitle
William AntonPresident &
Bob CaseyDirector
Dale VanderpoolDirector
Earl TradeupDirector
Stanley SchmidtDirector
Eckhard GazowSec/treas.
Revenue and Support

Revenue Composition

Contributions and Grants
$113,839
Program Service Revenue
$0
Investment Income
$21,985
Other Revenue
$15,078
All Other Contributions
$96,839
Change in Net Assets
$70,229
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$46,109
Other Expenses$34,564
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$31,335--$31,335
Grants to Domestic Orgs$14,774--$14,774
Travel-$10,390-$10,390
Office Expenses-$7,605-$7,605
Fees for Service Investment Mgmnt Fees-$2,237-$2,237
Fees for Services Accounting-$1,920-$1,920
Other Expenses-$178-$178
Total Functional Expenses$46,109$34,564$0$80,673
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
93-0811823-C3Auction Proceeds$13,274
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$25,341
Fundraising Direct Expenses$10,263
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Event 1$25,341$25,341$10,263$15,078
Total Events$25,341$25,341$10,263$15,078
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
Yes
Annual disclosure for covered persons
Yes
Audit committee
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
Yes
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 7B

“The sovereign grand inspector general (sgig) of the supreme council of the a&asr in oregon has the authority to modify any actions of the directors, including the power to appoint and remove directors.”

Form 990, Page 6, Part VI, Line 11B

“The sovereign grand inspector general (sgig) of the supreme council in oregon has assigned the completion of tax returns to the secretary/treasurer. The sgig and board are briefed with the 990 in hand. The questions and concerns of the sgig and board are sought out prior to the 990 being signed by the secretary/treasurer.”

Form 990, Page 6, Part VI, Line 12C

“The board of directors and its chairman review all matters for the existence of conflicts. Board members are required to disqualify themselves from voting and deliberations when a potential of conflict is found to exist.”

Form 990, Page 6, Part VI, Line 19

“Upon request from any citizen, the general secretary provides access to all documents.”

Filing and Contact Details

Filer

EIN
93-6024129
Phone
5032267827

Signing Officer

Name
Eckhard Gazow
Title
Secretary/treasurer
Phone
5032267827
Signed
2014-08-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Eckhard Gazow
Formed
1960
Legal Domicile
Or
Voting Board Members
6
Independent Board Members
6
Employees
0

Preparer

Preparer
Jeffrey a Hart
Phone
5032815213
Supplemental Narrative

Additional Explanations

Form 990, Part XI, Line 9

“Unrealized gain on investments 17,606 restated 2012 compiled financial statements for accounts receivable that were deemed uncollectible.”

Raw XML AppendixShowing 400 of 433 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.

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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt082403
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt09753
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0400845
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IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
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IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
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IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt084632
IRS990ScheduleD/OtherSecuritiesGrp/Desc0LIFE INSURANCE POLICIES
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/TotalBookValueSecuritiesAmt084632
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt010263
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt025341
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt025341
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IRS990ScheduleG/FundraisingEventInformationGrp/NameOfEvent1Amt0AUCTION
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt015078
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt010263
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IRS990ScheduleI/GrantRecordsMaintainedInd0true
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IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0SCHOLARSHIPS AND GRANTS
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt033
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/ValuationMethodUsedDesc0FMV
IRS990ScheduleI/RecipientTable/CashGrantAmt013274
IRS990ScheduleI/RecipientTable/IRCSectionDesc0C3
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0AUCTION PROCEEDS
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine10KIDTALK SCOTTISH RITE CLINICS
IRS990ScheduleI/RecipientTable/RecipientEIN0930811823
IRS990ScheduleI/RecipientTable/USAddress/AddressLine105125 SW MACADAM SUITE 200
IRS990ScheduleI/RecipientTable/USAddress/City0PORTLAND
IRS990ScheduleI/RecipientTable/USAddress/State0OR
IRS990ScheduleI/RecipientTable/USAddress/ZIPCode097239
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE SOVEREIGN GRAND INSPECTOR GENERAL (SGIG) OF THE SUPREME COUNCIL OF THE A&ASR IN OREGON HAS THE AUTHORITY TO MODIFY ANY ACTIONS OF THE DIRECTORS, INCLUDING THE POWER TO APPOINT AND REMOVE DIRECTORS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE SOVEREIGN GRAND INSPECTOR GENERAL (SGIG) OF THE SUPREME COUNCIL IN OREGON HAS ASSIGNED THE COMPLETION OF TAX RETURNS TO THE SECRETARY/TREASURER. THE SGIG AND BOARD ARE BRIEFED WITH THE 990 IN HAND. THE QUESTIONS AND CONCERNS OF THE SGIG AND BOARD ARE SOUGHT OUT PRIOR TO THE 990 BEING SIGNED BY THE SECRETARY/TREASURER.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE BOARD OF DIRECTORS AND ITS CHAIRMAN REVIEW ALL MATTERS FOR THE EXISTENCE OF CONFLICTS. BOARD MEMBERS ARE REQUIRED TO DISQUALIFY THEMSELVES FROM VOTING AND DELIBERATIONS WHEN A POTENTIAL OF CONFLICT IS FOUND TO EXIST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3UPON REQUEST FROM ANY CITIZEN, THE GENERAL SECRETARY PROVIDES ACCESS TO ALL DOCUMENTS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4UNREALIZED GAIN ON INVESTMENTS 17,606 RESTATED 2012 COMPILED FINANCIAL STATEMENTS FOR ACCOUNTS RECEIVABLE THAT WERE DEEMED UNCOLLECTIBLE.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 7B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART XI, LINE 9
IRS990ScheduleR/AssetExchangeInd0false
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0true
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0false
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd1false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd1N/A
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine11PORTLAND VALLEY ACACIA FUND
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0930112705
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN1237154746
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt010
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt13
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0OR
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd1OR
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0PF
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine10709 SW 15TH
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine11709 SW 15TH
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/City0PORTLAND
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/City1PORTLAND
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/State0OR
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/State1OR
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCode197205
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IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd0false
IRS990ScheduleR/PaidEmployeesSharingInd0false
IRS990ScheduleR/PerformOfServicesByOtherOrgInd0false
IRS990ScheduleR/PerformOfServicesForOthOrgInd0false
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd0false
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd0false
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd0false
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd0false
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd0false
IRS990ScheduleR/SharingOfFacilitiesInd0false
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt017000
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0CASH DONATION RECEIVED
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine10PORTLAND VALLEY ACACIA FUND
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0C
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IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
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IRS990/StatesWhereCopyOfReturnIsFldCd0OR
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
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IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
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IRS990/TotalAssetsGrp/BOYAmt0525200
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IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0113839
IRS990/TotalEmployeeCnt00
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IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt034564
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt046109
IRS990/TotalFunctionalExpensesGrp/TotalAmt080673
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
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IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0563936
IRS990/TotalProgramServiceExpensesAmt046109
IRS990/TotalRevenueGrp/ExclusionAmt021985
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0150902
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0525200
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0563936
IRS990/TravelGrp/ManagementAndGeneralAmt010390
IRS990/TravelGrp/TotalAmt010390
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IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine10709 SW 15TH AVENUE
IRS990/USAddress/City0PORTLAND
IRS990/USAddress/State0OR

Document Assets

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Filings

Displayed year

2013 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$563,936
Liabilities
$0
Net assets
$563,936
Revenue
$150,902
Expenses
$80,673
Net income
$70,229
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.
2024Detailed filing. Detailed filing data is available for this year.$3.03$0.00$3.03$2.08$0.12$1.96
2023Detailed filing. Detailed filing data is available for this year.$0.98$0.00$0.98$0.17$0.10$0.06
2022Detailed filing. Detailed filing data is available for this year.$0.83$0.00$0.83$0.05$0.07$0.02
2021Detailed filing. Detailed filing data is available for this year.$0.98$0.00$0.98$0.11$0.03$0.08
2020Detailed filing. Detailed filing data is available for this year.$0.88$0.00$0.88$0.06$0.06$0.00
2019Detailed filing. Detailed filing data is available for this year.$0.83$0.00$0.83$0.07$0.08$0.01
2018Detailed filing. Detailed filing data is available for this year.$0.77$0.00$0.77$0.09$0.07$0.02
2017Detailed filing. Detailed filing data is available for this year.$0.85$0.00$0.85$0.06$0.07$0.01
2016Detailed filing. Detailed filing data is available for this year.$0.80$0.00$0.80$0.07$0.05$0.02
2015Detailed filing. Detailed filing data is available for this year.$0.75$0.00$0.75$0.06$0.07$0.01
2014Detailed filing. Detailed filing data is available for this year.$0.78$0.00$0.78$0.30$0.08$0.22
2013Detailed filing. Detailed filing data is available for this year.$0.56$0.00$0.56$0.15$0.08$0.07
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.53$0.00$0.53$0.05
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.37$0.02$0.35$0.07
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.36$0.00$0.36$0.03