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Nonprofiteer
← SCOTTISH RITE FOUNDATION SOUTHERN JURISDICTION USA INC

Form 990 for tax year 2024

Filed by SCOTTISH RITE FOUNDATION SOUTHERN JURISDICTION USA INC.

Totals

Total revenue
$5,200,519
Total expenses
$3,058,258
Contributions and grants received
$3,813,534
Grants paid
$1,796,936
Program service revenue
$0
Investment income
$1,386,985
Other revenue
$0
Total assets, end of year
$29,413,166
Total liabilities, end of year
$365,980
Net assets or fund balances, end of year
$29,047,186
Program services expenses (Part IX)
$1,928,093
Management and general expenses
$475,043
Fundraising expenses
$655,122
Program service expenses (Part III)
$1,928,093

Program services were 63.0% 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

    $3,813,534

  • 1g · Noncash contributions included above

    $63,557

  • 3 · Investment income

    total $524,873 · excluded $524,873

  • 7a · Gross sales of assets other than inventory

    securities $9,502,576

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

    securities $8,640,464

  • 7c · Gain or loss

    securities $862,112

  • 7d · Net gain or loss

    total $862,112 · excluded $862,112

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $1,533,963 · program services $1,533,963

  • 2 · Grants to domestic individuals

    total $262,973 · program services $262,973

  • 7 · Other salaries and wages

    total $560,896 · program services $79,864 · management and general $86,816 · fundraising $394,216

  • 8 · Pension plan contributions

    total $27,053 · program services $3,852 · management and general $4,187 · fundraising $19,014

  • 9 · Other employee benefits

    total $48,538 · program services $6,911 · management and general $7,513 · fundraising $34,114

  • 10 · Payroll taxes

    total $35,622 · program services $5,072 · management and general $5,514 · fundraising $25,036

  • 11c · Fees: accounting

    total $27,660 · management and general $27,660

  • 11f · Fees: investment management

    total $100,478 · management and general $100,478

  • 11g · Fees: other

    total $46,093 · management and general $7,953 · fundraising $38,140

  • 13 · Office expenses

    total $23,190 · program services $5,067 · management and general $2,535 · fundraising $15,588

  • 17 · Travel

    total $45,587 · management and general $1,079 · fundraising $44,508

  • 24a · Other expenses: TRUST AND ANNUITY PAYMENT

    total $231,308 · management and general $231,308

  • 24b · Other expenses: DIRECT MAIL

    total $79,676 · fundraising $79,676

  • 24c · Other expenses: SRJ PRINTING AND POSTAGE

    total $30,391 · program services $30,391

  • 24d · Other expenses: DONOR RECOGNITION

    total $4,830 · fundraising $4,830

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $488,552 · end of year $807,412

  • 11 · Investments: publicly traded securities

    beginning of year $18,256,899 · end of year $21,641,192

  • 12 · Investments: other securities

    beginning of year $1,758,602 · end of year $1,471,132

  • 15 · Other assets

    beginning of year $4,654,846 · end of year $5,493,430

  • 25 · Other liabilities

    beginning of year $116,384 · end of year $365,980

  • 27 · Net assets without donor restrictions

    beginning of year $18,594,727 · end of year $20,336,047

  • 28 · Net assets with donor restrictions

    beginning of year $6,447,788 · end of year $8,711,139

Mission and programs · 2024

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 $1,928,093 · Grants $1,796,936

As filed on the 2024 return.

Listed in Part VII

  • James D Cole

    PRESIDENT

    Total calculated
    $571,475
    From this org
    $111,473
    From related orgs
    $445,894
    Other
    $14,108
    Hours/week
    8 + 32 related

    Schedule J breakdown matched by us

    Base
    $111,473 + $445,894 related
    Bonus
    not reported
    Other
    not reported
    Deferred
    not reported
    Nontaxable benefits
    $2,822 + $11,286 related
    Filer's total
    $114,295 + $457,180 related

  • William G Sizemore II

    SECRETARY

    Total calculated
    $398,459
    From this org
    $72,044
    From related orgs
    $288,177
    Other
    $38,238
    Hours/week
    8 + 32 related

    Schedule J breakdown matched by us

    Base
    $71,885 + $287,542 related
    Bonus
    $159 + $635 related
    Other
    not reported
    Deferred
    $7,200 + $28,799 related
    Nontaxable benefits
    $448 + $1,791 related
    Filer's total
    $79,692 + $318,767 related

  • Jorge Franchi

    CFO

    Total calculated
    $356,184
    From this org
    $37,133
    From related orgs
    $259,932
    Other
    $59,119
    Hours/week
    5 + 35 related

    Schedule J breakdown matched by us

    Base
    $37,034 + $259,237 related
    Bonus
    $99 + $695 related
    Other
    not reported
    Deferred
    $3,713 + $25,993 related
    Nontaxable benefits
    $3,677 + $25,736 related
    Filer's total
    $44,523 + $311,661 related

  • Philip Shortt

    DIR. OF DEVE

    Total calculated
    $162,658
    From this org
    $58,813
    From related orgs
    $58,813
    Other
    $45,032
    Hours/week
    50 + 50 related

    Schedule J breakdown matched by us

    Base
    $58,416 + $58,416 related
    Bonus
    $397 + $397 related
    Other
    not reported
    Deferred
    $3,529 + $3,529 related
    Nontaxable benefits
    $18,987 + $18,987 related
    Filer's total
    $81,329 + $81,329 related

  • Richard Nowacki

    MAJOR DONOR

    Total calculated
    $139,130
    From this org
    $58,091
    From related orgs
    $58,091
    Other
    $22,948
    Hours/week
    20 + 20 related

  • Gary Unger

    MAJOR DONOR

    Total calculated
    $114,088
    From this org
    $53,290
    From related orgs
    $53,290
    Other
    $7,508
    Hours/week
    20 + 20 related

  • Jeffrey D Larson

    TREASURER

    Total calculated
    $0
    Hours/week
    2 + 3 related

  • Joe Manning

    VICE PRESIDE

    Total calculated
    $0
    Hours/week
    2

  • Gary 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

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.

Provenance

Return type
form_990
Tax year
2024
Filed
7 July 2025
IRS schema version
2024v5.0
Source object
202532949349300633

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