2019-11-14T06:59:16-06:00 2018-12-31 521855942 TATE AND TRYON 2021 L STREET NW SUITE 400 WASHINGTON DC 20036 990 2018-01-01 521664576 THE HOUSE OF THE TEMPLE HISTORIC PRESERVATION FOUNDATION INC HOUS 2022323579 1733 16TH STREET WASHINGTON DC 20009 WILLIAM G SIZEMORE II SECRETARY 2022323579 2019-11-14 1 SARA SMITH P01332734 2022932200 216.59.105.130 2019-11-14 06:59:12 ES P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 5BC65B47B3A1F1CE2534BD8A8DAEFAC1BF945F16 2018 2020-03-31 21:24:44Z RONALD A SEALE 1733 16TH STREET WASHINGTON DC 20009 6481681 0 X WWW.SCOTTISHRITE.ORG X 1990 VA TO PROTECT, PRESERVE, MAINTAIN, AND RESTORE THE SCOTTISH RITE TEMPLE. CHARITABLY FUND LANGUAGE SERVICES, EDUCATIONAL SCHOLARSHIPS, AND DISASTER RELIEF. 5 3 0 74 0 0 2336053 4318374 0 0 148096 224477 108700 43127 2592849 4585978 327638 31749 0 0 1337125 1318230 275901 136971 1128744 1396876 1543129 3337540 3030079 -744691 1555899 26499679 27014162 3013954 2750313 23485725 24263849 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. 0 0 1705222 31749 18144 MAINTAIN LIBRARY AND MUSEUM EXHIBITS AND FACILITIES FOR PUBLIC USE AND PREPARE FOR ADDITIONAL EXHIBITS. 1705222 1 1 0 0 0 0 0 0 0 1 1 1 0 0 1 0 1 0 0 0 0 0 0 1 0 0 0 1 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 1 0 1 8 0 1 0 0 0 0 0 0 1 1 0 0 0 0 0 0 X 5 3 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 AL AK AZ AR CA CO CT DC DE FL GA HI ID IL IN IA KS KY LA ME MD MA MI MN MS MO MT NE NV NH NJ NM NY NC ND OH OK OR PA RI SC SD TN TX UT VT VA WA WV WI WY X THE ORGANIZATION 2022323579 1733 16TH STREET WASHINGTON DC 20009 RONALD A SEALE PRESIDENT 12.00 28.00 X X 140856 328664 23546 JAMES D COLE VICE PRESIDENT 10.00 11.00 X X 0 0 0 WILLIAM G SIZEMORE II SECRETARY 12.00 28.00 X X 81181 189424 9939 CHARLES V SEDERSTROM JR TREASURER 10.00 11.00 X X 0 0 0 GARY L SISSEL ASSISTANT SECRETARY 10.00 11.00 X X 0 0 0 JORGE FRANCHI CHIEF FINANCIAL OFFICER 5.40 33.00 X 29135 178045 31056 MATTHEW SZRAMOSKI DIRECTOR OF DEVELOPMENT 20.00 20.00 X 90995 90995 26726 SEAN GRAYSTONE CHIEF BUILDING ENGINEER 40.00 0.00 X 174704 0 18127 516871 787128 109394 2 0 1 0 SCHULTZ & WILLIAMS INC 1617 JFK BOULEVARD SUITE 1700 PHILADELPHIA PA 19103 FUNDRAISING SERVICES 238013 DPR CONSTRUCTION INC 11109 SUNSET HILLS RD SUITE 200 RESTON VA 20190 CONSTRUCTION SERVICES 186512 MANATT PHELPS PHILLIPS 11355 W OLYMPIC BOULEVARD LOS ANGELES CA 90064 LEGAL SERVICES 156786 SHAPIRO & DUNCAN INC 14620 ROTHGEB DRIVE ROCKVILLE MD 20850 MECHANICAL CONTRACTORS 147622 4 2011695 2306679 46785 4318374 128753 128753 1991427 1895703 95724 95724 95724 18144 0 18144 18144 OTHER INCOME 900099 13161 13161 ORIENT DINNERS 900099 11822 11822 24983 4585978 18144 0 249460 31749 31749 565222 395123 170099 633093 442569 190524 12525 8756 3769 29330 20503 8827 78060 54568 23492 156786 156786 13915 13915 136971 136971 25412 25412 182992 8942 174050 51225 29476 21749 536456 536456 49802 49802 13799 13799 152470 152470 CALENDAR PROGRAM 241297 241297 DONOR RECOGNITION 94365 94365 SRJ PRODUCTION 24610 24610 3030079 1705222 196113 1128744 156688 192824 18530337 0 18250478 18530337 6211174 5181412 1881339 2079260 0 1030329 26499679 27014162 3013954 2750313 3013954 2750313 X 23292633 22085471 48830 986792 144262 1191586 23485725 24263849 26499679 27014162 1555899 -777775 0 X X 0 1 X 1 0 X 3116361 2964035 3097773 2336053 4318374 15832596 3116361 2964035 3097773 2336053 4318374 15832596 1602226 14230370 191888 120228 123569 147674 128753 712112 12284 63832 21984 94722 24983 217805 16762513 87335 0.84890 0.81610 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: OTHER INCOME ORIENT DINNERS CONTRACT GUARANTEE REVENUE RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 144262 1136050 -88726 1191586 140552 18988 15278 144262 53280 85629 7677 6034 140552 53280 53280 53280 53280 0.00000 1.00000 0.00000 0 0 1970934 1970934 13461762 13461762 877187 877187 2220454 2220454 18530337 ALTERNATE INVESTMENTS 2079260 F 2079260 DUE TO SUPREME COUNCIL 2732900 DUE TO SCOTTISH RITE RESEARCH SOCIETY 17413 2750313 3642536 -777775 -777775 4420311 25412 140255 165667 4585978 2864412 0 2864412 25412 140255 165667 3030079 PART V, LINE 4: 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. PART XI, LINE 4B - OTHER ADJUSTMENTS: FUNDRAISING REVENUE REPORTED NET OF EXPENSES ON AUDIT 140,255. PART XII, LINE 4B - OTHER ADJUSTMENTS: FUNDRAISING REVENUE REPORTED NET OF EXPENSES ON AUDIT 140,255. X X X X 1 SCHULTZ & WILLIAMS INC ONE PENN CENTER 1617 JFK BOULEVARD PHILADELPHIA PA 19103 CHARITABLE CONTRIBUTION MANAGEMENT 0 480576 49150 431426 INNOVAIRE 2 EXECUTIVE CAMPUS SUITE 200 CHERRY HILL NJ 08002 CHARITABLE CONTRIBUTION MANAGEMENT 0 404256 87821 316435 884832 136971 747861 AL AK AZ AR CA CO CT DE FL GA HI ID IL IN IA KS KY LA ME MD MA MI MN MS MO MT NE NV NH NJ NM NY NC ND OH OK OR PA RI SC SD TN TX UT VT VA WA WV WI WY DC SCHEDULE G, PART I, LINE 2B, COLUMN (V) INNOVAIRE AND SCHULTZ & WILLIAMS (S&W) WERE PAID NOT ONLY FOR THEIR PROFESSIONAL SERVICES AS CHARITABLE CONTRIBUTION MANAGERS, BUT ALSO TO COVER THE COSTS ASSOCIATED WITH RUNNING PROGRAMS FOR HOUSE OF THE TEMPLE. IN 2018, INNOVAIRE RECEIVED PAYMENT OF $87,821 FOR THEIR PROFESSIONAL FUNDRAISING SERVICES. THEY ALSO RECEIVED $52,319 IN EXPENSE REIMBURSEMENTS FOR PRINTING, POSTAGE, TRAVEL, AND OTHER EXPENSES RELATED TO THEIR SERVICES. IN 2018, S&W RECEIVED PAYMENT OF $49,150 FOR THEIR PROFESSIONAL FUNDRAISING SERVICES. THEY ALSO RECEIVED $188,978 IN EXPENSE REIMBURSEMENTS FOR PRINTING, POSTAGE, TRAVEL, AND OTHER EXPENSES RELATED TO THEIR SERVICES. 0 TULSA SCOTTISH RITE CHARITABLE AND EDUCATIONAL FOUNDATION PO BOX 472150 TULSA OK 74147 736094994 501(C)(3) 15604 PROGRAM SUPPORT 1 0 0 0 0 0 0 0 0 0 0 RONALD A SEALE PRESIDENT 132113 308265 0 0 8743 20399 0 0 7885 18399 148741 347063 0 0 WILLIAM G SIZEMORE II SECRETARY 73916 172471 184 430 7081 16523 2982 6957 43 100 84206 196481 0 0 JORGE FRANCHI CHIEF FINANCIAL OFFICER 29052 177538 83 507 0 0 1120 6846 3368 20580 33623 205471 0 0 MATTHEW SZRAMOSKI DIRECTOR OF DEVELOPMENT 90690 90690 305 305 0 0 3512 3512 11173 11173 105680 105680 0 0 SEAN GRAYSTONE CHIEF BUILDING ENGINEER 174095 0 609 0 0 0 6614 0 11656 0 192974 0 0 0 PART I, LINE 3 THE SUPREME COUNCIL SCOTTISH RITE OF FREEMASONRY, A RELATED 501(C)(10) ORGANIZATION, PROVIDES PERSONNEL ASSISTANCE. THE COUNCIL USES A COMPENSATION COMMITTEE, 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. X 1 46785 0 1 0 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 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. 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) 170(B)(1)(A)(VI) THE SUPREME COUNCIL 0 0 0 1 1 1 0 0 0 0 0 0 0 0 1 1 1 1 0 0 SCOTTISH RITE FOUNDATION (SJ) C 1271204 BOOK VALUE SCOTTISH RITE FOUNDATION (SJ) D 80329 BOOK VALUE SCOTTISH RITE FOUNDATION (SJ) Q 84000 BOOK VALUE SUPREME COUNCIL C 740491 BOOK VALUE SUPREME COUNCIL E 2732900 BOOK VALUE SUPREME COUNCIL O 1318229 BOOK VALUE SUPREME COUNCIL P 1450000 BOOK VALUE