Form 990 for tax year 2023
Filed by HOUSE OF THE TEMPLE HISTORIC PRESERVATION FOUNDATION INC.
Totals
- Total revenue
- $4,220,511
- Total expenses
- $3,119,278
- Contributions and grants received
- $3,965,158
- Grants paid
- $0
- Program service revenue
- $0
- Investment income
- $220,728
- Other revenue
- $34,625
- Total assets, end of year
- $32,714,659
- Total liabilities, end of year
- $2,613,205
- Net assets or fund balances, end of year
- $30,101,454
- Program services expenses (Part IX)
- $1,731,337
- Management and general expenses
- $272,407
- Fundraising expenses
- $1,115,534
- Program service expenses (Part III)
- $1,731,337
Program services were 55.5% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Listed in Part VII
-
JAMES D COLE
PRESIDENT
- Total calculated
- $548,992
- From this org
- $160,950
- From related orgs
- $375,550
- Other
- $12,492
- Hours/week
- 12 + 28 related
Schedule J breakdown matched by us
- Base
- $160,950 + $375,550 related
- Bonus
- not reported
- Other
- not reported
- Deferred
- not reported
- Nontaxable benefits
- $3,748 + $8,744 related
- Filer's total
- $164,698 + $384,294 related
-
WILLIAM G SIZEMORE II
SECRETARY
- Total calculated
- $404,943
- From this org
- $104,438
- From related orgs
- $243,689
- Other
- $56,816
- Hours/week
- 12 + 28 related
Schedule J breakdown matched by us
- Base
- $104,205 + $243,146 related
- Bonus
- $233 + $543 related
- Other
- not reported
- Deferred
- $16,295 + $38,021 related
- Nontaxable benefits
- $750 + $1,750 related
- Filer's total
- $121,483 + $283,460 related
-
JORGE FRANCHI
CFO
- Total calculated
- $351,516
- From this org
- $37,476
- From related orgs
- $240,119
- Other
- $73,921
- Hours/week
- 5.4 + 34.6 related
Schedule J breakdown matched by us
- Base
- $37,371 + $239,449 related
- Bonus
- $105 + $670 related
- Other
- not reported
- Deferred
- $6,094 + $39,044 related
- Nontaxable benefits
- $3,886 + $24,897 related
- Filer's total
- $47,456 + $304,060 related
-
MATTHEW SZRAMOSKI
DIR. OF DEVE
- Total calculated
- $277,384
- From this org
- $107,524
- From related orgs
- $107,524
- Other
- $62,336
- Hours/week
- 50 + 50 related
Schedule J breakdown matched by us
- Base
- $107,136 + $107,136 related
- Bonus
- $388 + $388 related
- Other
- not reported
- Deferred
- $17,829 + $17,829 related
- Nontaxable benefits
- $13,339 + $13,339 related
- Filer's total
- $138,692 + $138,692 related
-
GARY UNGER
MAJOR DONOR
- Total calculated
- $112,892
- From this org
- $51,367
- From related orgs
- $51,367
- Other
- $10,158
- Hours/week
- 20 + 20 related
-
JEFFREY D LARSON
TREASURER
- Total calculated
- $0
-
GARY L SISSEL
ASSISTANT SE
- Total calculated
- $0
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
The filer's explanations (Part III)
- SCHEDULE J, PART III
- PART I, LINE 3: THE SUPREME COUNCIL SCOTTISH RITE OF FREEMASONRY, A RELATED 501(C)(10) COMPENSATION COMMITTEE, AN INDEPENDENT COMPENSATION CONSULTANT, THE FORM STUDIES AND SURVEYS, AND APPROVAL BY THE BOARD AND/OR COMPENSATION ORGANIZATION, PROVIDES PERSONNEL ASSISTANCE. THE COUNCIL USES A 990 OF OTHER ORGANIZATIONS, WRITTEN EMPLOYMENT CONTRACTS, COMPENSATION COMMITTEE TO ESTABLISH COMPENSATION.
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
No itemized grants to organizations on this return.
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 SCOTTISH RITE FOUNDATION SJ USA INC
501C3 · CHARITABLE · DC
Directly controlled by THE SC
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 19 August 2024
- IRS schema version
- 2023v5.0
- Source object
- 202432819349301233
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