Civic Intelligence

Oregon Scottish Rite Education Foundation Inc.

990 • Fiscal year 2015 • EIN 93-6024129

Jan 01, 2015 to Dec 31, 2015 • Filed on Sep 05, 2016

709 SW 15th AvenuePortland, OR 97205

(503) 226-7827

Siviq Scores

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

Liabilities / Assets

25th percentile

0.00x

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

2015 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2015

Liabilities / Revenue

25th percentile

0.00x

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

2015 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2015

Net Margin

18th percentile

-13%

Higher net margin than 18% of similar nonprofits.

2015 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2015

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.

2015 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2015

Asset Growth

28th percentile

-4.2%

Faster asset growth than 28% of similar nonprofits.

2015 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2014 to 2015

Revenue Growth

2nd percentile

-78%

Faster revenue growth than 2% of similar nonprofits.

2015 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2014 to 2015

Assets

Down

$745,781

Down $32,702 (-4.2%) from 2014

Net Assets

Down

$745,781

Down $32,702 (-4.2%) from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue

Down

$64,825

Down $236,506 (-78%) from 2014

Expenses

Down

$73,446

Down $6,829 (-8.5%) from 2014

Net Income

Down

-$8,621

Down $229,677 (-104%) from 2014

Historical Trend

Balance Sheet Trend

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

2015

Assets$745,781
Liabilities$0
Net Assets$745,781

Operations Trend

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

2015

Revenue$64,825
Expenses$73,446
Net Income-$8,621
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Sep 5, 2016
Return Version
2015v2.1
Gross Receipts
$302,037
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$644,337$610,503▼ $33,834
Investments Other Securities$91,690$88,857▼ $2,833
Cash and Non-Interest-Bearing Accounts$42,380$46,249▲ $3,869
Accounts Receivable$76$172▲ $96
Total Assets$778,483$745,781▼ $32,702
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Temporarily Rstr Net Assets$778,483$745,781▼ $32,702
Total Net Assets Fund Balance$778,483$745,781▼ $32,702
Total Liabilities and Net Assets / Fund Balance$778,483$745,781▼ $32,702

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$88,857--
Compensation and Service Providers

Board Members and Trustees

NameTitle
Dale VanderpoolPresident &
Earl TradeupDirector
Paul TempleDirector
Shaman AndersonDirector
Wayne FordDirector
Eckhard GazowSec/treas.
Revenue and Support

Revenue Composition

Contributions and Grants
$44,101
Program Service Revenue
$0
Investment Income
$11,178
Other Revenue
$9,546
All Other Contributions
$26,385
Change in Net Assets
$-8,621
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$39,946
Grants and Similar Amounts Paid$33,500
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$33,000--$33,000
Travel-$15,773-$15,773
Fees for Service Investment Mgmnt Fees-$3,764-$3,764
Fees for Services Accounting-$2,625-$2,625
Other Expenses-$1,396-$1,396
Office Expenses-$731-$731
Grants to Domestic Orgs$500--$500
All Other Expenses-$228-$228
Total Functional Expenses$33,500$39,946$0$73,446
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
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

Filer Name
The Oregon Scottish Rite Education
EIN
93-6024129
Phone
5032267827
Address
709 SW 15TH AVENUE, PORTLAND, OR 97205

Signing Officer

Name
Eckhard Gazow
Title
Sec/treas.
Phone
3609014304
Signed
2016-09-05
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

Firm
Verity Accountancy Pc
Address
6915 SW MACADAM AVE STE 145, PORTLAND, OR 97219-2382
Preparer
Jeffrey a Hart
Phone
5032815213
Supplemental Narrative

Additional Explanations

Form 990, Part XI, Line 9

Unrealized gain on investments -24,081 total -24,081

Raw XML AppendixShowing 400 of 420 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
IRS990/AccountantCompileOrReviewInd0true
IRS990/AccountsReceivableGrp/BOYAmt076
IRS990/AccountsReceivableGrp/EOYAmt0172
IRS990/AcctCompileOrReviewBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0TO RECEIVE, HOLD, AND APPLY AWARDS OF SCHOLARSHIPS AND FELLOWSHIPS AND OTHER FINANCIAL ASSISTANCE TO DESERVING, QUALIFIED, AND ACCEPTABLE STUDENTS.
IRS990/AllOtherContributionsAmt026385
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt0228
IRS990/AllOtherExpensesGrp/TotalAmt0228
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/AuditCommitteeInd0true
IRS990/BooksInCareOfDetail/PersonNm0ECKHARD GAZOW
IRS990/BooksInCareOfDetail/PhoneNum05032267827
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0709 SW 15TH AVENUE
IRS990/BooksInCareOfDetail/USAddress/CityNm0PORTLAND
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OR
IRS990/BooksInCareOfDetail/USAddress/ZIPCd097205
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOfficerEntInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt042380
IRS990/CashNonInterestBearingGrp/EOYAmt046249
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0false
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt044101
IRS990/CYGrantsAndSimilarPaidAmt033500
IRS990/CYInvestmentIncomeAmt011178
IRS990/CYOtherExpensesAmt039946
IRS990/CYOtherRevenueAmt09546
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0-8621
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt073446
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt064825
IRS990/DAFExcessBusinessHoldingsInd0false
IRS990/DecisionsSubjectToApprovaInd0true
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/Desc0TO RECEIVE, HOLD, AND APPLY AWARDS OF SCHOLARSHIPS AND FELLOWSHIPS AND OTHER FINANCIAL ASSISTANCE TO DESERVING, QUALIFIED, AND ACCEPTABLE STUDENTS.
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DistributionToDonorInd0false
IRS990/DocumentRetentionPolicyInd0true
IRS990/DonorAdvisedFundInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExpenseAmt033500
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt02625
IRS990/FeesForServicesAccountingGrp/TotalAmt02625
IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt03764
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt03764
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form1098CFiledInd0false
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form8899Filedind0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/PersonNm0PAUL TEMPLE
IRS990/Form990PartVIISectionAGrp/PersonNm1EARL TRADEUP
IRS990/Form990PartVIISectionAGrp/PersonNm2WAYNE FORD
IRS990/Form990PartVIISectionAGrp/PersonNm3SHAMAN ANDERSON
IRS990/Form990PartVIISectionAGrp/PersonNm4DALE VANDERPOOL
IRS990/Form990PartVIISectionAGrp/PersonNm5ECKHARD GAZOW
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/TitleTxt0DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt1DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt2DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4PRESIDENT &
IRS990/Form990PartVIISectionAGrp/TitleTxt5SEC/TREAS.
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr01960
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/GainOrLossGrp/SecuritiesAmt01367
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt06
IRS990/GrantAmt033500
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt033000
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt033000
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt0500
IRS990/GrantsToDomesticOrgsGrp/TotalAmt0500
IRS990/GrantsToIndividualsInd0true
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0238579
IRS990/GrossReceiptsAmt0302037
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt06
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt09811
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt09811
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt091690
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt088857
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0644337
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0610503
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0OR
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0237212
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0TO RECEIVE, HOLD, AND APPLY AWARDS OF SCHOLARSHIPS AND FELLOWSHIPS AND OTHER FINANCIAL ASSISTANCE TO DESERVING, QUALIFIED, AND ACCEPTABLE STUDENTS.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt0778483
IRS990/NetAssetsOrFundBalancesEOYAmt0745781
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt01367
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt01367
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt0731
IRS990/OfficeExpensesGrp/TotalAmt0731
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt0-24081
IRS990/OtherExpensesGrp/Desc0LEADERSHIP EXPENSE/HONORS
IRS990/OtherExpensesGrp/Desc1CLARK TRUST EXPENSE
IRS990/OtherExpensesGrp/Desc2FRATERNAL COMMUNICATION
IRS990/OtherExpensesGrp/Desc3MISC
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt08366
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt15028
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt22035
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt31396
IRS990/OtherExpensesGrp/TotalAmt08366
IRS990/OtherExpensesGrp/TotalAmt15028
IRS990/OtherExpensesGrp/TotalAmt22035
IRS990/OtherExpensesGrp/TotalAmt31396
IRS990/OtherRevenueMiscGrp/Desc0CLARK TRUST ADMINISTRATIVE FE
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt09546
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt09546
IRS990/OtherRevenueTotalAmt09546
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0ECKHARD GAZOW
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0259016
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt032300
IRS990/PYInvestmentIncomeAmt033332
IRS990/PYOtherExpensesAmt047975
IRS990/PYOtherRevenueAmt08983
IRS990/PYRevenuesLessExpensesAmt0221056
IRS990/PYTotalExpensesAmt080275
IRS990/PYTotalRevenueAmt0301331
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0-8621
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RelatedOrganizationsAmt017716
IRS990/ReportInvestmentsOtherSecInd0true
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearAmt010000
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus1YearAmt010000
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus2YearsAmt017000
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus3YearsAmt010000
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus4YearsAmt010000
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt057000
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt044101
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt041805
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt056834
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt062221
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt051616
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0256577
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt09811
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt017593
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt017636
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt016820
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt0-1289
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt060571
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt09546
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt08983
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt025341
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt022505
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt066375
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt09811
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt017593
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt017636
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt016820
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt0-1289
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt060571
IRS990ScheduleA/InvestmentIncomeCYPct00.16000
IRS990ScheduleA/InvestmentIncomePYPct00.18000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.69340
IRS990ScheduleA/PublicSupportPY509Pct00.57190
IRS990ScheduleA/PublicSupportTotal509Amt0265952
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearAmt010000
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus1YearAmt010000
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus2YearsAmt017000
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus3YearsAmt010000
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus4YearsAmt010000
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt057000
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt053647
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt050788
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt082175
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt062221
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt074121
IRS990ScheduleA/Total509Grp/TotalAmt0322952
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt063458
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt068381
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt099811
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt079041
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt072832
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0383523
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/ScheduleBRequiredInd0true
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt088857
IRS990ScheduleD/OtherSecuritiesGrp/Desc0LIFE INSURANCE POLICIES
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/TotalBookValueSecuritiesAmt088857
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt033000
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0SCHOLARSHIPS AND GRANTS
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt034
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/ValuationMethodUsedDesc0FMV
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 -24,081 TOTAL -24,081
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
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd1false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd1N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0ANCIENT AND ACCEPTED SCOTTISH RITE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt1PORTLAND 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/AddressLine1Txt0709 SW 15TH
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt1709 SW 15TH
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0PORTLAND
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm1PORTLAND
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0OR
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd1OR
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd097205
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd197205
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd0false
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd0false
IRS990ScheduleR/PaidEmployeesSharingInd0false
IRS990ScheduleR/PerformOfServicesByOtherOrgInd0false
IRS990ScheduleR/PerformOfServicesForOthOrgInd0false
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd0false
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd0false
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd0false
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd0false
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd0false
IRS990ScheduleR/SharingOfFacilitiesInd0false
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt010000
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0CASH DONATION RECEIVED
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0PORTLAND VALLEY ACACIA FUND
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0C
IRS990ScheduleR/TransferFromOtherOrgInd0false
IRS990ScheduleR/TransferToOtherOrgInd0false
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0OR
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TemporarilyRstrNetAssetsGrp/BOYAmt0778483
IRS990/TemporarilyRstrNetAssetsGrp/EOYAmt0745781
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0778483
IRS990/TotalAssetsEOYAmt0745781
IRS990/TotalAssetsGrp/BOYAmt0778483
IRS990/TotalAssetsGrp/EOYAmt0745781
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt044101
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt039946
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt033500
IRS990/TotalFunctionalExpensesGrp/TotalAmt073446
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0778483
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0745781
IRS990/TotalProgramServiceExpensesAmt033500
IRS990/TotalRevenueGrp/ExclusionAmt011178
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt09546
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt064825
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0778483
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0745781
IRS990/TravelGrp/ManagementAndGeneralAmt015773
IRS990/TravelGrp/TotalAmt015773
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0709 SW 15TH AVENUE
IRS990/USAddress/CityNm0PORTLAND
IRS990/USAddress/StateAbbreviationCd0OR
IRS990/USAddress/ZIPCd097205
IRS990/VotingMembersGoverningBodyCnt06
IRS990/VotingMembersIndependentCnt06
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ECKHARD GAZOW
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SEC/TREAS.
ReturnHeader/BusinessOfficerGrp/PhoneNum03609014304
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-09-05
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE OREGON SCOTTISH RITE EDUCATION
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0OREG

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

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