Form 990 for tax year 2022
Filed by SCOTTISH RITE FOUNDATION SOUTHERN JURISDICTION USA INC.
Totals
- Total revenue
- $4,007,180
- Total expenses
- $3,979,374
- Contributions and grants received
- $3,848,131
- Grants paid
- $2,720,479
- Program service revenue
- $0
- Investment income
- $159,049
- Other revenue
- $0
- Total assets, end of year
- $23,900,383
- Total liabilities, end of year
- $399,212
- Net assets or fund balances, end of year
- $23,501,171
- Program services expenses (Part IX)
- $2,837,136
- Management and general expenses
- $478,123
- Fundraising expenses
- $664,115
- Program service expenses (Part III)
- $2,837,136
Program services were 71.3% 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
$3,848,131
-
3 · Investment income
total $349,326 · excluded $349,326
-
7a · Gross sales of assets other than inventory
securities $13,686,696
-
7b · Less cost or other basis and sales expenses
securities $13,876,973
-
7c · Gain or loss
securities -$190,277
-
7d · Net gain or loss
total -$190,277 · excluded -$190,277
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $2,614,614 · program services $2,614,614
-
2 · Grants to domestic individuals
total $105,865 · program services $105,865
-
5 · Compensation of officers, directors and key employees
total $302,564 · program services $31,817 · management and general $39,387 · fundraising $231,360
-
7 · Other salaries and wages
total $271,242 · program services $28,523 · management and general $35,309 · fundraising $207,410
-
8 · Pension plan contributions
total $14,381 · program services $1,512 · management and general $1,872 · fundraising $10,997
-
9 · Other employee benefits
total $25,771 · program services $2,710 · management and general $3,355 · fundraising $19,706
-
10 · Payroll taxes
total $37,534 · program services $3,947 · management and general $4,886 · fundraising $28,701
-
11b · Fees: legal
total $2,265 · management and general $2,265
-
11c · Fees: accounting
total $18,310 · management and general $18,310
-
11f · Fees: investment management
total $98,877 · management and general $98,877
-
11g · Fees: other
total $40,130 · management and general $7,247 · fundraising $32,883
-
13 · Office expenses
total $49,137 · program services $105 · management and general $23,861 · fundraising $25,171
-
17 · Travel
total $32,838 · fundraising $32,838
-
24a · Other expenses: TRUST AND ANNUITY PAYMENT
total $242,754 · management and general $242,754
-
24b · Other expenses: SRJ PRINTING AND POSTAGE
total $48,043 · program services $48,043
-
24c · Other expenses: DONOR RECOGNITION
total $41,852 · fundraising $41,852
-
24d · Other expenses: DIRECT MAIL
total $33,197 · fundraising $33,197
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $1,241,204 · end of year $1,212,312
-
11 · Investments: publicly traded securities
beginning of year $16,432,041 · end of year $16,469,706
-
12 · Investments: other securities
beginning of year $1,911,852 · end of year $1,840,779
-
15 · Other assets
beginning of year $7,803,861 · end of year $4,377,586
-
25 · Other liabilities
beginning of year $500,685 · end of year $399,212
-
27 · Net assets without donor restrictions
beginning of year $19,384,519 · end of year $17,571,005
-
28 · Net assets with donor restrictions
beginning of year $7,503,754 · end of year $5,930,166
Mission and programs · 2022
Mission
TO FUND CHILDHOOD LANGUAGE DISORDER PROGRAMS, AWARD SCHOLARSHIPS FOR UNDER-GRADUATE AND ADVANCED DEGREES, AND FUND NATURAL DISASTER RELIEF EFFORTS.
Activities or mission (Part I)
CHARITABLY FUND LANGUAGE SERVICES, EDUCATIONAL SCHOLARSHIPS AND DISASTER RELIEF.
-
AWARDING OF SCHOLARSHIPS AND MAKING CONTRIBUTIONS TO NATURAL DISASTER RELIEF EFFORTS AND STATE SCOTTISH RITE FOUNDATIONS FOR SUPPORT OF CHARITABLE ACTIVITIES.
Expenses $2,837,136 · Grants $2,720,479
As filed on the 2022 return.
Listed in Part VII
-
James D ColeJAMES D COLE
PRESIDENT
- Total calculated
- $527,255
- From this org
- $103,204
- From related orgs
- $412,814
- Other
- $11,237
- Hours/week
- 8 + 32 related
Schedule J breakdown matched by us
- Base
- $103,204 + $412,814 related
- Bonus
- not reported
- Other
- not reported
- Deferred
- not reported
- Nontaxable benefits
- $2,247 + $8,990 related
- Filer's total
- $105,451 + $421,804 related
-
William G Sizemore IIWILLIAM G SIZEMORE II
SECRETARY
- Total calculated
- $337,877
- From this org
- $65,034
- From related orgs
- $260,138
- Other
- $12,705
- Hours/week
- 8 + 32 related
Schedule J breakdown matched by us
- Base
- $64,882 + $259,529 related
- Bonus
- $152 + $609 related
- Other
- not reported
- Deferred
- $2,375 + $9,501 related
- Nontaxable benefits
- $166 + $663 related
- Filer's total
- $67,575 + $270,302 related
-
Jorge FranchiJORGE FRANCHI
CFO
- Total calculated
- $298,249
- From this org
- $32,682
- From related orgs
- $228,774
- Other
- $36,793
- Hours/week
- 5 + 35 related
Schedule J breakdown matched by us
- Base
- $32,587 + $228,108 related
- Bonus
- $95 + $666 related
- Other
- not reported
- Deferred
- $1,252 + $8,762 related
- Nontaxable benefits
- $3,347 + $23,432 related
- Filer's total
- $37,281 + $260,968 related
-
Matthew SzramoskiMATTHEW SZRAMOSKI
DIR. OF DEVE
- Total calculated
- $235,658
- From this org
- $101,643
- From related orgs
- $101,643
- Other
- $32,372
- Hours/week
- 20 + 20 related
Schedule J breakdown matched by us
- Base
- $101,262 + $101,262 related
- Bonus
- $381 + $381 related
- Other
- not reported
- Deferred
- $3,958 + $3,958 related
- Nontaxable benefits
- $12,228 + $12,228 related
- Filer's total
- $117,829 + $117,829 related
-
James C MorganJAMES C MORGAN
MAJOR DONOR
- Total calculated
- $115,974
- From this org
- $55,906
- From related orgs
- $55,906
- Other
- $4,162
- Hours/week
- 20 + 20 related
-
Jeffrey D LarsonJEFFREY D LARSON
TREASURER
- Total calculated
- $0
- Hours/week
- 2 + 3 related
-
Joe ManningJOE MANNING
VICE PRESIDE
- Total calculated
- $0
- Hours/week
- 2
-
Gary L SisselGARY L SISSEL
ASSISTANT SE
- Total calculated
- $0
- Hours/week
- 2 + 3 related
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. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.
Schedule J
Answered yes
None.
Answered no
- 4a · Severance or change-of-control payment
- 4b · Supplemental nonqualified retirement plan
- 4c · Equity-based compensation arrangement
- 5a · Pay contingent on this organization's revenues
- 5b · Pay contingent on a related organization's revenues
- 6a · Pay contingent on this organization's net earnings
- 6b · Pay contingent on a related organization's net earnings
- 7 · Other non-fixed payments
- 8 · Paid under the initial-contract exception
Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.
Grants on this return
-
GENERAL SUPPORT
-
UNKNOWN
$250,000
-
SCOTTISH RITE FOUNDATION OF UTAH
$16,652
GENERAL SUPPORT
-
HURRICAN IAN RELIEF AID
$15,000
HURRICANE RELIEF
-
NORTH CAROLINA SR MASONIC
$7,643
GENERAL SUPPORT
-
$6,600
KACH ESSAY WINNERS
-
MIDWEST HISTORIC MASONIC LODGE
$5,300
GENERAL SUPPORT
Related organizations on this return
Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.
-
SUPREME COUNCIL 33 AASR OF FREEMASONRY SJ USA
501C10 · FRATERNAL · DC
-
THE HOUSE OF THE TEMPLE HISTORIC PRESERVATION SOCIETY
501C3 · CHARITABLE · DC
Directly controlled by THE SC
Provenance
- Return type
- form_990
- Tax year
- 2022
- Filed
- 10 June 2023
- IRS schema version
- 2022v5.0
- Source object
- 202342499349300034
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