Civic Intelligence

Oregon Scottish Rite Education Foundation Inc.

990 • Fiscal year 2016 • EIN 93-6024129

Jan 01, 2016 to Dec 31, 2016 • Filed on Aug 28, 2017

Organization Profile
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

26th percentile

0.00x

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

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Liabilities / Revenue

26th percentile

0.00x

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

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Net Margin

84th percentile

29%

Higher net margin than 84% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

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.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Asset Growth

63rd percentile

6.6%

Faster asset growth than 63% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2015 to 2016

Revenue Growth

50th percentile

2.9%

Faster revenue growth than 50% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets26th percentile

Assets

Up

$795,349

Up $49,568 (+6.6%) from 2015

Net Assets

Up

$795,349

Up $49,568 (+6.6%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue26th percentileNet Margin84th percentile

Revenue

Up

$66,727

Up $1,902 (+2.9%) from 2015

Expenses

Down

$47,484

Down $25,962 (-35%) from 2015

Net Income

Up

$19,243

Up $27,864 (+323%) from 2015

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

2016

Assets$795,349
Liabilities$0
Net Assets$795,349
Open 2016 Filing

Operations Trend

Revenue Growth50th percentile

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

2016

Revenue$66,727
Expenses$47,484
Net Income$19,243
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Aug 28, 2017
Return Version
2016v3.0
Gross Receipts
$237,121
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$610,503$628,459▲ $17,956
Investments Other Securities$88,857$88,955▲ $98
Cash and Non-Interest-Bearing Accounts$46,249$76,928▲ $30,679
Accounts Receivable$172$1,007▲ $835
Total Assets$745,781$795,349▲ $49,568
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Temporarily Rstr Net Assets$745,781$795,349▲ $49,568
Total Net Assets Fund Balance$745,781$795,349▲ $49,568
Total Liabilities and Net Assets / Fund Balance$745,781$795,349▲ $49,568

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$88,955--
Compensation and Service Providers
Top Officer Pay49th percentile

Board Members and Trustees

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

Revenue Composition

Contributions and Grants
$43,288
Program Service Revenue
$0
Investment Income
$9,140
Other Revenue
$14,299
All Other Contributions
$23,288
Change in Net Assets
$19,243
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$26,984
Grants and Similar Amounts Paid$20,500
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$20,500--$20,500
Travel-$12,829-$12,829
Fees for Service Investment Mgmnt Fees-$3,411-$3,411
Fees for Services Accounting-$2,572-$2,572
Office Expenses-$1,664-$1,664
Insurance-$580-$580
Other Expenses-$458-$458
All Other Expenses-$120-$120
Total Functional Expenses$20,500$26,984$0$47,484
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
5032267827
Signed
2017-08-28
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Eckhard Gazow
Formed
1960
Legal Domicile
Or
Voting Board Members
5
Independent Board Members
5
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 30,325”

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.

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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt068381
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt099811
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt079041
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0382696
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
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IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt088955
IRS990ScheduleD/OtherSecuritiesGrp/Desc0LIFE INSURANCE POLICIES
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/TotalBookValueSecuritiesAmt088955
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt020500
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0SCHOLARSHIPS AND GRANTS
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt012
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 30,325
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
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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/InvolvedAmt020000
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0CASH DONATION RECEIVED
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0PORTLAND VALLEY ACACIA FUND
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0C
IRS990ScheduleR/TransferFromOtherOrgInd0false
IRS990ScheduleR/TransferToOtherOrgInd0false
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/TotalEmployeeCnt00
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IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt020500
IRS990/TotalFunctionalExpensesGrp/TotalAmt047484
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0745781
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0795349
IRS990/TotalProgramServiceExpensesAmt020500
IRS990/TotalRevenueGrp/ExclusionAmt09140
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt014299
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt066727
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0745781
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0795349
IRS990/TravelGrp/ManagementAndGeneralAmt012829
IRS990/TravelGrp/TotalAmt012829
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0709 SW 15TH AVENUE
IRS990/USAddress/CityNm0PORTLAND
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IRS990/USAddress/ZIPCd097205
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt05
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ECKHARD GAZOW
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SEC/TREAS.
ReturnHeader/BusinessOfficerGrp/PhoneNum05032267827
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-08-28
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE OREGON SCOTTISH RITE EDUCATION
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0OREG
ReturnHeader/Filer/EIN0936024129
ReturnHeader/Filer/PhoneNum05032267827

Document Assets

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Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$795,349
Liabilities
$0
Net assets
$795,349
Revenue
$66,727
Expenses
$47,484
Net income
$19,243
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