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Nonprofiteer
← IOWA SCOTTISH RITE MASONIC FOUNDATION

Form 990 for tax year 2022

Filed by IOWA SCOTTISH RITE MASONIC FOUNDATION.

Totals

Total revenue
$346,494
Total expenses
$387,129
Contributions and grants received
$32,515
Grants paid
$238,233
Program service revenue
$0
Investment income
$313,979
Other revenue
$0
Total assets, end of year
$6,289,357
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$6,289,357
Program services expenses (Part IX)
$357,350
Management and general expenses
$22,333
Fundraising expenses
$7,446
Program service expenses (Part III)
$357,350

Program services were 92.3% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1f · All other contributions, gifts and grants

    $32,515

  • 3 · Investment income

    total $183,199 · excluded $183,199

  • 7a · Gross sales of assets other than inventory

    securities $2,193,978

  • 7b · Less cost or other basis and sales expenses

    securities $2,063,198

  • 7c · Gain or loss

    securities $130,780

  • 7d · Net gain or loss

    total $130,780 · excluded $130,780

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $213,233 · program services $213,233

  • 2 · Grants to domestic individuals

    total $25,000 · program services $25,000

  • 5 · Compensation of officers, directors and key employees

    total $33,167 · program services $26,534 · management and general $4,975 · fundraising $1,658

  • 10 · Payroll taxes

    total $2,538 · program services $2,030 · management and general $381 · fundraising $127

  • 11c · Fees: accounting

    total $4,792 · program services $3,833 · management and general $719 · fundraising $240

  • 11f · Fees: investment management

    total $35,618 · program services $28,494 · management and general $5,343 · fundraising $1,781

  • 13 · Office expenses

    total $13,278 · program services $10,622 · management and general $1,992 · fundraising $664

  • 16 · Occupancy

    total $4,500 · program services $3,600 · management and general $675 · fundraising $225

  • 19 · Conferences, conventions and meetings

    total $6,487 · program services $5,190 · management and general $973 · fundraising $324

  • 23 · Insurance

    total $21,218 · program services $16,974 · management and general $3,183 · fundraising $1,061

  • 24a · Other expenses: EDUCATIONAL EVENTS

    total $14,373 · program services $11,498 · management and general $2,156 · fundraising $719

  • 24b · Other expenses: HERITAGE FUND

    total $5,594 · program services $4,475 · management and general $839 · fundraising $280

  • 24c · Other expenses: PRINTING

    total $4,953 · program services $3,962 · management and general $743 · fundraising $248

  • 24d · Other expenses: ORIENT EXPENSE

    total $1,401 · program services $1,121 · management and general $210 · fundraising $70

  • 24e · All other expenses

    total $977 · program services $784 · management and general $144 · fundraising $49

Balance sheet

Part X, book values.

  • 2 · Savings and temporary cash investments

    beginning of year $441,071 · end of year $147,992

  • 11 · Investments: publicly traded securities

    beginning of year $5,879,334 · end of year $6,131,778

  • 12 · Investments: other securities

    beginning of year $9,587 · end of year $9,587

  • 27 · Net assets without donor restrictions

    beginning of year $6,329,992 · end of year $6,289,357

Mission and programs · 2022

Mission

THE ORGANIZATION IS THE JOINT CHARITABLE ARM OF THE FIVE SCOTTISH RITE VALLEYS IN IOWA AND PROVIDES THE ORGANIZATIONAL FRAMEWORK FOR THE FORMAL CHARITABLE GIVING OF IOWA'S SCOTTISH RITE MEMBERS. SEE SCHEDULE O.THE ORGANIZATION HAS THREE AREAS OF FOCUS: RITE CARE, SUPPORT OF PROGRAMS THAT COMBAT ALZHEIMER'S DISEASE, AND LOCAL CHARITABLE EFFORTS.

Activities or mission (Part I)

MAINTAIN FUNDS FOR CHARITABLE, RELIGIOUS, SCIENTIFIC, LITERARY, OR EDUCATIONAL PURPOSES.

  • RITE CARE AND OTHER LOCAL CHARITABLE EFFORTS - RITE CARE IS A PROGRAM TO ASSIST CHILDREN WHO DEMONSTRATE DEFICIENCIES IN A VARIETY OF COMMUNICATION SKILLS, INCLUDING LANGUAGE COMPREHENSION, LANGUAGE EXPRESSION, PHONOLOGICAL AWARENESS AND PRELITERACY SKILLS. THE FOUNDATION HAS PROGRAMS ASSOCIATED WITH THE UNIVERSITY OF NORTHERN IOWA AND ST. AMBROSE UNIVERSITY. IN ADDITION TO THE PROGRAMS THAT SPECIFICALLY BENEFIT CHILDREN, THE ORGANIZATION ALSO FUNDS SCHOLARSHIPS FOR STUDENTS STUDYING TO BECOME SPEECH AND LANGUAGE CLINICIANS. DURING 2022, THE FOUNDATION PROVIDED SCHOLARSHIPS TO 5 STUDENTS, GRANTS TO 2 EDUCATIONAL INSTITUTIONS, AND GRANTS TO 25 CHARITABLE ORGANIZATIONS.

    Expenses $277,116 · Grants $187,500

  • THE IOWA SCOTTISH RITE MASONIC FOUNDATION SUPPORTS A VARIETY OF PROGRAMS TO COMBAT THE DEBILITATING DISEASE OF ALZHEIMER'S. THE FOUNDATION FUNDS PROGRAMS IN CONJUCTION WITH THE ALZHEIMER'S ASSOCIATION AND OTHER LOCAL PROGRAMS TO ASSIST BOTH PATIENTS AND CAREGIVERS. DURING 2022, THE FOUNDATION PROVIDED GRANTS TO 3 ORGANIZATIONS.

    Expenses $80,234 · Grants $50,733

As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • John M Klaus

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Brian Pappaducas

    TREASURER

    Total calculated
    $0
    Hours/week
    1

  • Douglas B Marx

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • H Chris Eichmeier

    VICE PRESIDENT

    Total calculated
    $0
    Hours/week
    1

  • Bryce B Hildreth

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Donald E Mosier

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • William C Jacobson

    VICE PRESIDENT

    Total calculated
    $0
    Hours/week
    1

  • Howard C Neese II

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Shane Harshbarger

    SECRETARY /DIRECTOR DEVELO

    Total calculated
    $33,167
    From this org
    $33,167
    From related orgs
    $0
    Other
    $0
    Hours/week
    20

  • Dennis R Soebbing

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Steven G Jacobs

    PRESIDENT

    Total calculated
    $0
    Hours/week
    1

  • Robert E Breckenridge II

    VICE PRESIDENT

    Total calculated
    $0
    Hours/week
    1

  • John H Ghrist

    VICE PRESIDENT

    Total calculated
    $0
    Hours/week
    1

  • Thomas D Cox

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Gary L Sissel

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Charles D Yates

    VICE PRESIDENT

    Total calculated
    $0
    Hours/week
    1

  • Robert Myers III

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Thomas Humbert

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Richard O Bergez

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those.

Grants on this return

Provenance

Return type
form_990
Tax year
2022
Filed
8 November 2023
IRS schema version
2022v5.0
Source object
202303149349304530

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

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