HOUSE OF THE TEMPLE HISTORIC PRESERVATION FOUNDATION INC: Form 990, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- HOUSE OF THE TEMPLE HISTORIC PRESERVATION FOUNDATION INC (EIN 52-1664576)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-11-15
- IRS object ID
- 202213199349326571
- Schema version
- 2021v4.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-11-15T17:55:14-06:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 420714325 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RSM US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1861 INTERNATIONAL DRIVE SUITE 400 | AddressLine1Txt |
| City | MCLEAN | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22102 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 521664576 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE HOUSE OF THE TEMPLE HISTORIC | BusinessNameLine1Txt |
| Business Name Line2 | PRESERVATION FOUNDATION INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HOUS | BusinessNameControlTxt |
| Phone | 2022323579 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1733 16TH STREET | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20009 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | WILLIAM G SIZEMORE II | PersonNm |
| Person Title | SECRETARY | PersonTitleTxt |
| Phone | 2022323579 | PhoneNum |
| Signature | 2022-10-19 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | WILLIAM | PersonFirstNm |
| Person Last | SIZEMORE II | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | FREDERICK LONGWOOD | PreparerPersonNm |
| PTIN | P00439715 | PTIN |
| Phone | 7033366400 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | JAMES D COLE | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1733 16TH STREET | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20009 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $10,975,072 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.SCOTTISHRITE.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1990 | FormationYr |
| Legal Domicile State | VA | LegalDomicileStateCd |
| Activity Or Mission | TO PROTECT, PRESERVE, MAINTAIN, AND RESTORE THE SCOTTISH RITE TEMPLE. CHARITABLY FUND LANGUAGE SERVICES, EDUCATIONAL SCHOLARSHIPS, AND DISASTER RELIEF. | ActivityOrMissionDesc |
| Voting Members Governing Body | 4 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 3 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 71 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $1,061,432 | PYContributionsGrantsAmt |
| CY Contributions Grants | $5,176,866 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $305,040 | PYInvestmentIncomeAmt |
| CY Investment Income | $634,992 | CYInvestmentIncomeAmt |
| PY Other Revenue | $11,199 | PYOtherRevenueAmt |
| CY Other Revenue | $10,811 | CYOtherRevenueAmt |
| PY Total Revenue | $1,377,671 | PYTotalRevenueAmt |
| CY Total Revenue | $5,822,669 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $1,466,456 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $1,440,143 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $856,795 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,310,740 | PYOtherExpensesAmt |
| CY Other Expenses | $1,497,566 | CYOtherExpensesAmt |
| PY Total Expenses | $2,777,196 | PYTotalExpensesAmt |
| CY Total Expenses | $2,937,709 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$1,399,525 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $2,884,960 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $29,120,870 | TotalAssetsBOYAmt |
| Total Assets EOY | $31,687,828 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $4,139,828 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $3,007,339 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $24,981,042 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $28,680,489 | NetAssetsOrFundBalancesEOYAmt |
| Mission | TO PROTECT, PRESERVE, MAINTAIN, AND RESTORE THE SCOTTISH RITE TEMPLE LOCATED ON THE DISTRICT OF COLUMBIA REGISTER OF HISTORIC SITES, AND WHICH CONTAINS A 175,000 VOLUME HISTORIC PUBLIC LIBRARY, AS WELL AS NUMEROUS VALUABLE MASONIC MEMORABILIA IN ITS MUSEUM AREA. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $1,807,355 | ExpenseAmt |
| Revenue | $1,111 | RevenueAmt |
| Desc | MAINTAIN LIBRARY AND MUSEUM EXHIBITS AND FACILITIES FOR PUBLIC USE AND PREPARE FOR ADDITIONAL EXHIBITS. | Desc |
| Total Program Service Expenses | $1,807,355 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | Yes (1) | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 2 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 0 | EmployeeCnt |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 4 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 3 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | 0 | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | AL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AK | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AZ | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CO | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | DC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | DE | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | FL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | GA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | HI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | ID | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | IL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | IN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | IA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | LA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | ME | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MD | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MO | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NE | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NV | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NJ | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NM | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | ND | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OK | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | PA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | RI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | SC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | SD | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | TN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | TX | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | UT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | VT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | VA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WV | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WY | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JORGE FRANCHI | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2022323579 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1733 16TH STREET | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20009 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (9 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|---|
| JAMES D COLE | |||||||||
| PRESIDENT | 12.00 | 28.00 | Yes (X) | Yes (X) | $148,821 | $347,251 | $15,561 | ||
| WILLIAM G SIZEMORE II | |||||||||
| SECRETARY | 12.00 | 28.00 | Yes (X) | Yes (X) | $88,571 | $206,668 | $31,362 | ||
| JEFFREY D LARSON | |||||||||
| TREASURER | 2.00 | 3.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| GARY L SISSEL | |||||||||
| ASSISTANT SECRETARY | 2.00 | 3.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| JORGE FRANCHI | |||||||||
| CHIEF FINANCIAL OFFICER | 5.40 | 34.60 | Yes (X) | $31,926 | $204,561 | $56,068 | |||
| MATTHEW SZRAMOSKI | |||||||||
| DIRECTOR OF DEVELOPMENT | 20.00 | 20.00 | $98,585 | $98,585 | $50,760 | Yes (X) | |||
| SEAN GRAYSTONE | |||||||||
| CHIEF BUILDING ENGINEER | 40.00 | $190,583 | $0 | $33,250 | Yes (X) | ||||
| JAMES C MORGAN | |||||||||
| MAJOR DONOR OFFICER | 20.00 | 20.00 | $53,822 | $53,822 | $10,360 | Yes (X) | |||
| LYNN CRAIG | |||||||||
| CONTROLLER | 5.40 | 34.60 | $13,855 | $88,771 | $2,126 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $626,163 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $999,658 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $199,487 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 2 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (4 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| L&E MERIDIAN | |||||
| 8000 CORPORATE COURT | SPRINGFIELD | VA | 22153 | PRINTERS | $233,793 |
| EARLY CASSIDY & SCHILLING INC | |||||
| 15200 OMEGA DRIVE 100 | ROCKVILLE | MD | 20850 | INSURANCE | $162,297 |
| GOETZ PRINTING COMPANY | |||||
| 7939 ANGUS COURT | SPRINGFIELD | VA | 22153 | PRINTERS | $139,474 |
| SHAPIRO & DUNCAN INC | |||||
| 14620 ROTHGEB DRIVE | ROCKVILLE | MD | 20850 | MECHANICAL CONTRACTORS | $110,316 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 4 | CntrctRcvdGreaterThan100KCnt |
| Related Organizations | $1,645,800 | RelatedOrganizationsAmt |
| All Other Contributions | $3,531,066 | AllOtherContributionsAmt |
| Noncash Contributions | $1,064,033 | NoncashContributionsAmt |
| Total Contributions | $5,176,866 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $158,936 | TotalRevenueColumnAmt |
| Exclusion | $158,936 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $5,628,459 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $5,152,403 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $476,056 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $476,056 | TotalRevenueColumnAmt |
| Exclusion | $476,056 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $1,111 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $0 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,111 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,111 | RelatedOrExemptFuncIncomeAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $9,700 | TotalRevenueColumnAmt |
| Exclusion | $9,700 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $9,700 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $5,822,669 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,111 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $644,692 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $638,761 | TotalAmt |
| Program Services | $446,078 | ProgramServicesAmt |
| Management And General | $23,279 | ManagementAndGeneralAmt |
| Fundraising | $169,404 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $639,031 | TotalAmt |
| Program Services | $446,266 | ProgramServicesAmt |
| Management And General | $23,288 | ManagementAndGeneralAmt |
| Fundraising | $169,477 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $50,904 | TotalAmt |
| Program Services | $35,549 | ProgramServicesAmt |
| Management And General | $1,855 | ManagementAndGeneralAmt |
| Fundraising | $13,500 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $22,872 | TotalAmt |
| Program Services | $15,972 | ProgramServicesAmt |
| Management And General | $834 | ManagementAndGeneralAmt |
| Fundraising | $6,066 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $88,575 | TotalAmt |
| Program Services | $61,856 | ProgramServicesAmt |
| Management And General | $3,228 | ManagementAndGeneralAmt |
| Fundraising | $23,491 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $88,667 | TotalAmt |
| Program Services | $3,007 | ProgramServicesAmt |
| Management And General | $57,124 | ManagementAndGeneralAmt |
| Fundraising | $28,536 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,522 | TotalAmt |
| Program Services | $628 | ProgramServicesAmt |
| Management And General | $11,933 | ManagementAndGeneralAmt |
| Fundraising | $5,961 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $41,245 | TotalAmt |
| Management And General | $41,245 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $393,082 | TotalAmt |
| Program Services | $1,938 | ProgramServicesAmt |
| Management And General | $36,814 | ManagementAndGeneralAmt |
| Fundraising | $354,330 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $47,870 | TotalAmt |
| Program Services | $35,001 | ProgramServicesAmt |
| Fundraising | $12,869 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $532,200 | TotalAmt |
| Program Services | $532,200 | ProgramServicesAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,758 | TotalAmt |
| Fundraising | $13,758 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $187,797 | TotalAmt |
| Program Services | $187,797 | ProgramServicesAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt | Program ServicesProgramServicesAmt |
|---|---|---|---|---|
| TRUST & ANNUITY PAYMENT | $73,959 | $73,959 | ||
| DONOR RECOGNITION | $59,403 | $59,403 | ||
| SRJ PRODUCTION | $41,063 | $41,063 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,937,709 | TotalAmt |
| Program Services | $1,807,355 | ProgramServicesAmt |
| Management And General | $273,559 | ManagementAndGeneralAmt |
| Fundraising | $856,795 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $26,724 | BOYAmt |
| EOY | $1,215,465 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $19,547,577 | LandBldgEquipCostOrOtherBssAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $19,345,906 | BOYAmt |
| EOY | $19,547,577 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,367,235 | BOYAmt |
| EOY | $7,985,427 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $858,544 | BOYAmt |
| EOY | $1,066,678 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,522,461 | BOYAmt |
| EOY | $1,872,681 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $29,120,870 | BOYAmt |
| EOY | $31,687,828 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,139,828 | BOYAmt |
| EOY | $3,007,339 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,139,828 | BOYAmt |
| EOY | $3,007,339 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,276,607 | BOYAmt |
| EOY | $25,784,564 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,704,435 | BOYAmt |
| EOY | $2,895,925 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $24,981,042 | BOYAmt |
| EOY | $28,680,489 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $29,120,870 | BOYAmt |
| EOY | $31,687,828 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $2,884,960 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $814,487 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Other | Yes (X) | MethodOfAccountingOtherInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consol And Sep Basis Fincl Stmt | Yes (X) | ConsolAndSepBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,336,053 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,318,374 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,560,592 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,061,432 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $5,176,866 | CurrentTaxYearAmt |
| Total | $15,453,317 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,336,053 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,318,374 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,560,592 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,061,432 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $5,176,866 | CurrentTaxYearAmt |
| Total | $15,453,317 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $1,357,583 | SubstantialContributorsTotAmt |
| Public Support Total170 | $14,095,734 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $147,674 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $128,753 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $205,255 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $161,630 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $158,936 | CurrentTaxYearAmt |
| Total | $802,248 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $94,722 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $24,983 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $26,286 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year | $9,700 | CurrentTaxYearAmt |
| Total | $155,691 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $16,411,256 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $50,066 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.85890 | PublicSupportCY170Pct |
| Public Support PY170 | 0.87180 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: | FormAndLineReferenceDesc |
| Explanation | OTHER INCOME - 2017 AMOUNT: $ 14,079. 2018 AMOUNT: $ 13,161. 2019 AMOUNT: $ 5,325. 2021 AMOUNT: $ 9,700. ORIENT DINNERS - 2017 AMOUNT: $ 8,172. 2018 AMOUNT: $ 11,822. 2019 AMOUNT: $ 20,961. CONTRACT GUARANTEE REVENUE - 2017 AMOUNT: $ 72,471. | ExplanationTxt |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,343,912 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $182,234 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $96,923 | OtherExpendituresAmt |
| End Year Balance | $1,429,223 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,289,347 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $129,880 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $75,315 | OtherExpendituresAmt |
| End Year Balance | $1,343,912 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,191,586 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $183,265 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $85,504 | OtherExpendituresAmt |
| End Year Balance | $1,289,347 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $144,262 | BeginningYearBalanceAmt |
| Contributions | $1,136,050 | ContributionsAmt |
| Investment Earnings Or Losses | -$88,726 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $1,191,586 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $140,552 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $18,988 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $15,278 | OtherExpendituresAmt |
| End Year Balance | $144,262 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prmnnt Endowment Balance EOY | 0.99450 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.00550 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,970,934 | OtherCostOrOtherBasisAmt |
| Book Value | $1,970,934 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $14,408,514 | OtherCostOrOtherBasisAmt |
| Book Value | $14,408,514 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $900,358 | OtherCostOrOtherBasisAmt |
| Book Value | $900,358 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,267,771 | OtherCostOrOtherBasisAmt |
| Book Value | $2,267,771 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $19,547,577 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (2 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| DUE FROM SRF | $421,708 |
| ASSETS HELD UNDER CHARITABLE TRUST | $1,450,973 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $1,872,681 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| DUE TO SUPREME COUNCIL | $2,982,954 |
| DUE TO SCOTTISH RITE RESEARCH SOCIETY | $24,385 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $3,007,339 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $6,595,911 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $814,487 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $814,487 | RevenueNotReportedAmt |
| Revenue Subtotal | $5,781,424 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $41,245 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $41,245 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $5,822,669 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $2,896,464 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $2,896,464 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $41,245 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $41,245 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $2,937,709 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART V, LINE 4: | FormAndLineReferenceDesc |
| Explanation | THE TEMPLE'S ENDOWMENT FUNDS CONSIST OF THE GEORGE AND MATSUE DEWESE HOUSE OF THE TEMPLE CHARITABLE FUND (THE DEWESE FUND) AND THE CHARLES JONES HOUSE OF THE TEMPLE ENDOWMENT FUND (THE JONES FUND). THE PURPOSE OF THE DEWESE FUND IS TO MAINTAIN AND PRESERVE THE HOUSE OF THE TEMPLE, INCLUDING ITS ARCHIVES, LIBRARY AND EXHIBITS; TO MODERNIZE AND IMPROVE THE BUILDING AND GROUNDS; TO ACQUIRE NEW MASONIC ARCHIVAL AND LIBRARY MATERIALS; TO UPDATE THE EXHIBITS; AND FOR SUCH OTHER SIMILAR PURPOSES OF THE HOUSE OF THE TEMPLE AS THE BOARD OF TRUSTEES MAY DETERMINE. UP TO 50% OF THE INVESTMENT INCOME OF THE DEWESE ENDOWMENT FUND EARNED AS OF THE LAST DAY OF THE CALENDAR YEAR MAY BE SPENT ANNUALLY FOR THE PRIMARY PURPOSE. THE JONES FUND WAS CREATED AS A PERMANENT ENDOWMENT FUND WHERE ONLY THE INVESTMENT INCOME IS AVAILABLE FOR ANNUAL SPENDING. ALL INVESTMENT INCOME IS CONSIDERED AVAILABLE FOR THE GENERAL USE AND BENEFIT OF THE HOUSE OF THE TEMPLE. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (5 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| JAMES D COLE | ||||||||||||||
| PRESIDENT | $141,113 | $329,265 | $0 | $0 | $7,708 | $17,986 | $0 | $0 | $4,668 | $10,893 | $153,489 | $358,144 | $0 | $0 |
| WILLIAM G SIZEMORE II | ||||||||||||||
| SECRETARY | $80,650 | $188,184 | $228 | $533 | $7,693 | $17,951 | $8,702 | $20,306 | $706 | $1,648 | $97,979 | $228,622 | $0 | $0 |
| JORGE FRANCHI | ||||||||||||||
| CHIEF FINANCIAL OFFICER | $31,823 | $203,903 | $103 | $658 | $0 | $0 | $3,195 | $20,473 | $4,374 | $28,026 | $39,495 | $253,060 | $0 | $0 |
| MATTHEW SZRAMOSKI | ||||||||||||||
| DIRECTOR OF DEVELOPMENT | $98,204 | $98,204 | $381 | $381 | $0 | $0 | $10,021 | $10,021 | $15,359 | $15,359 | $123,965 | $123,965 | $0 | $0 |
| SEAN GRAYSTONE | ||||||||||||||
| CHIEF BUILDING ENGINEER | $190,583 | $0 | $0 | $0 | $0 | $0 | $18,939 | $0 | $14,311 | $0 | $223,833 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 3 | FormAndLineReferenceDesc |
| Explanation | THE SUPREME COUNCIL SCOTTISH RITE OF FREEMASONRY, A RELATED 501(C)(10) ORGANIZATION, PROVIDES PERSONNEL ASSISTANCE. THE COUNCIL USES A COMPENSATION COMMITTEE, AN INDEPENDENT COMPENSATION CONSULTANT, THE FORM 990 OF OTHER ORGANIZATIONS, WRITTEN EMPLOYMENT CONTRACTS, COMPENSATION STUDIES AND SURVEYS, AND APPROVAL BY THE BOARD AND/OR COMPENSATION COMMITTEE TO ESTABLISH COMPENSATION. | ExplanationTxt |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $1,064,033 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | Yes (1) | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 32B: | FormAndLineReferenceDesc |
| Explanation | STOCK CONTRIBUTIONS ARE SOLD BY INVESTMENT ADVISORS | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11B | THE FORM 990 WILL BE REVIEWED BY THE FINANCE COMMITTEE CHAIRMAN/TREASURER. THE FORM 990 WILL ALSO BE REVIEWED BY THE CHAIRMAN OF THE BOARD, THE EXECUTIVE DIRECTOR, AND THE CHIEF FINANCIAL OFFICER. THE FORM 990 WILL BE PROVIDED TO THE ENTIRE BOARD OF DIRECTORS PRIOR TO FILING WITH THE IRS. |
| FORM 990, PART VI, SECTION B, LINE 12C | ON AN ONGOING BASIS, THE ORGANIZATION REQUESTS ACKNOWLEDGEMENT FROM THE BOARD MEMBERS AS TO THE MEMBER'S COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY. EACH EMPLOYEE SHALL BE REQUIRED TO SIGN A CONFLICT OF INTEREST DISCLOSURE FORM ANNUALLY ACKNOWLEDGING RECEIPT AND UNDERSTANDING OF THIS POLICY ALONG WITH ANY DISCLOSURE OF ANY EXISTING OR POTENTIAL CONFLICTS OF INTEREST. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE PROCESS DESCRIBED BELOW IS USED BY A RELATED ORGANIZATION, THE SUPREME COUNCIL SCOTTISH RITE OF FREEMASONRY. THE CHAIRMAN OF THE FINANCE COMMITTEE RECEIVES THE COMPENSATION INFORMATION FOR ALL OFFICERS OF THE ORGANIZATION. THE CHAIRMAN COMPARES THESE SALARIES TO INDUSTRY NORMS AND MAKES A RECOMMENDATION TO THE FULL FINANCE COMMITTEE. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. |
| FORM 990, PART IX, LINE 11G | OTHER PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 1,938. MANAGEMENT AND GENERAL EXPENSES 36,814. FUNDRAISING EXPENSES 18,390. TOTAL EXPENSES 57,142. DIRECT MAIL: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 335,940. TOTAL EXPENSES 335,940. |
| FORM 990, PART XII, LINE 1 | THE FOUNDATION PREPARES ITS FINANCIAL STATEMENTS ON A MODIFIED CASH BASIS OF ACCOUNTING, WHICH IS A COMPREHENSIVE BASIS OF ACCOUNTING RATHER THAN ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA. CONSEQUENTLY, CERTAIN REVENUE IS RECOGNIZED WHEN RECEIVED RATHER THAN WHEN EARNED OR PROMISED AND EXPENSES ARE RECOGNIZED WHEN PAID RATHER THAN WHEN THE OBLIGATION IS INCURRED. ASSETS AND LIABILITIES ARISING FROM TRANSACTIONS THAT ARE ALSO RECORDED INCLUDE: (1) AMOUNTS RECEIVABLE FROM OR PAYABLES TO AFFILIATES, (2) ASSETS HELD FOR ANNUITIES OR UNDER TRUST, AND (3) THE COST (OR FAIR VALUE AT THE DATE OF DONATION) OF PROPERTY AND EQUIPMENT. |
| FORM 990, PART XII, LINE 2C | THE AUDIT OVERSIGHT PROCESS HAS REMAINED UNCHANGED FROM THE PRIOR YEAR. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Controlled OrganizationControlledOrganizationInd | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt |
|---|---|---|---|---|---|---|---|---|---|---|
| SUPREME COUNCIL 33 AASR OF FREEMASONRY SJ USA | ||||||||||
| 1733 16TH STREET | WASHINGTON | DC | 20009 | 530152875 | FRATERNAL ORGANIZATION | DC | 501(C)(10) | 0 | ||
| THE SCOTTISH RITE FOUNDATION SOUTHERN JURISDICTION USA INC | ||||||||||
| 1733 16TH STREET | WASHINGTON | DC | 20009 | 526054737 | CHARITABLE ORGANIZATION | DC | 501(C)(3) | 0 | 170(B)(1)(A)(VI) | THE SUPREME COUNCIL |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (1) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (1) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | Yes (1) | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | Yes (1) | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (1) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (5 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| SCOTTISH RITE FOUNDATION (SJ) | ||
| C | $510,000 | BOOK VALUE |
| SCOTTISH RITE FOUNDATION (SJ) | ||
| D | $421,708 | BOOK VALUE |
| SUPREME COUNCIL | ||
| E | $2,982,954 | BOOK VALUE |
| SUPREME COUNCIL | ||
| O | $1,440,142 | BOOK VALUE |
| SUPREME COUNCIL | ||
| B | $830,000 | BOOK VALUE |