Form 990 for tax year 2024
Filed by HOUSE OF THE TEMPLE HISTORIC PRESERVATION FOUNDATION INC.
Totals
- Total revenue
- $5,711,970
- Total expenses
- $2,769,441
- Contributions and grants received
- $5,271,634
- Grants paid
- $0
- Program service revenue
- $13,800
- Investment income
- $397,885
- Other revenue
- $28,651
- Total assets, end of year
- $35,453,462
- Total liabilities, end of year
- $1,512,380
- Net assets or fund balances, end of year
- $33,941,082
- Program services expenses (Part IX)
- $1,827,923
- Management and general expenses
- $133,586
- Fundraising expenses
- $807,932
- Program service expenses (Part III)
- $1,827,923
Program services were 66.0% 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.
-
1d · Related organizations
$1,521,179
-
1f · All other contributions, gifts and grants
$3,750,455
-
2a · Program service revenue: BUILDNG RENTAL
total $13,800 · excluded $13,800
-
3 · Investment income
total $230,888 · excluded $230,888
-
7a · Gross sales of assets other than inventory
securities $2,109,225
-
7b · Less cost or other basis and sales expenses
securities $1,942,228
-
7c · Gain or loss
securities $166,997
-
7d · Net gain or loss
total $166,997 · excluded $166,997
-
10a · Gross sales of inventory
$20,485
-
10c · Net income from sales of inventory
total $20,485 · related or exempt $20,485
-
11a · Other revenue: OTHER INCOME
total $8,166 · excluded $8,166
-
11e · Other revenue, total
$8,166
Functional expenses
Part IX, the statement of functional expenses.
-
7 · Other salaries and wages
total $1,320,816 · program services $831,942 · fundraising $488,874
-
8 · Pension plan contributions
total $55,703 · program services $35,086 · fundraising $20,617
-
9 · Other employee benefits
total $62,242 · program services $39,204 · fundraising $23,038
-
10 · Payroll taxes
total $96,341 · program services $60,682 · fundraising $35,659
-
11c · Fees: accounting
total $9,649 · management and general $9,649
-
11f · Fees: investment management
total $63,278 · management and general $63,278
-
11g · Fees: other
total $198,962 · program services $11,646 · management and general $659 · fundraising $186,657
-
13 · Office expenses
total $71,849 · program services $58,919 · fundraising $12,930
-
16 · Occupancy
total $626,392 · program services $626,392
-
17 · Travel
total $31,208 · program services $1,330 · fundraising $29,878
-
23 · Insurance
total $88,287 · program services $88,287
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24a · Other expenses: TRUST AND ANNUITY PAYMENT
total $60,000 · management and general $60,000
-
24b · Other expenses: SRJ PRODUCTION
total $47,265 · program services $47,265
-
24c · Other expenses: CONTRIBUTION EXPENSE
total $22,500 · program services $22,500
-
24d · Other expenses: DONOR RECOGNITION
total $10,279 · fundraising $10,279
-
24e · All other expenses
total $4,670 · program services $4,670
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $501,164 · end of year $682,110
-
10a · Land, buildings and equipment: cost or other basis
$22,794,507
-
10c · Land, buildings and equipment, net
beginning of year $21,903,761 · end of year $22,794,507
-
11 · Investments: publicly traded securities
beginning of year $8,046,713 · end of year $9,439,597
-
12 · Investments: other securities
beginning of year $1,015,934 · end of year $876,424
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15 · Other assets
beginning of year $1,247,087 · end of year $1,660,824
-
25 · Other liabilities
beginning of year $2,613,205 · end of year $1,512,380
-
27 · Net assets without donor restrictions
beginning of year $27,327,697 · end of year $30,283,253
-
28 · Net assets with donor restrictions
beginning of year $2,773,757 · end of year $3,657,829
Mission and programs · 2024
Mission
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.
Activities or mission (Part I)
TO PROTECT, PRESERVE, MAINTAIN, AND RESTORE THE SCOTTISH RITE TEMPLE. CHARITABLY FUND LANGUAGE SERVICES, EDUCATIONAL SCHOLARSHIPS, AND DISASTER RELIEF.
-
MAINTAIN LIBRARY AND MUSEUM EXHIBITS AND FACILITIES FOR PUBLIC USE AND PREPARE FOR ADDITIONAL EXHIBITS.
Expenses $1,827,923
As filed on the 2024 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
James D ColeJAMES D COLE
PRESIDENT
- Total calculated
- $571,475
- From this org
- $167,210
- From related orgs
- $390,157
- Other
- $14,108
- Hours/week
- 12 + 28 related
Schedule J breakdown matched by us
- Base
- $167,210 + $390,157 related
- Bonus
- not reported
- Other
- not reported
- Deferred
- not reported
- Nontaxable benefits
- $4,232 + $9,876 related
- Filer's total
- $171,442 + $400,033 related
-
William G Sizemore IIWILLIAM G SIZEMORE II
SECRETARY
- Total calculated
- $398,459
- From this org
- $108,066
- From related orgs
- $252,155
- Other
- $38,238
- Hours/week
- 12 + 28 related
Schedule J breakdown matched by us
- Base
- $107,828 + $251,599 related
- Bonus
- $238 + $556 related
- Other
- not reported
- Deferred
- $10,800 + $25,199 related
- Nontaxable benefits
- $672 + $1,567 related
- Filer's total
- $119,538 + $278,921 related
-
Jorge FranchiJORGE FRANCHI
CFO
- Total calculated
- $356,184
- From this org
- $40,104
- From related orgs
- $256,961
- Other
- $59,119
- Hours/week
- 5.4 + 34.6 related
Schedule J breakdown matched by us
- Base
- $39,997 + $256,274 related
- Bonus
- $107 + $687 related
- Other
- not reported
- Deferred
- $4,010 + $25,696 related
- Nontaxable benefits
- $3,971 + $25,442 related
- Filer's total
- $48,085 + $308,099 related
-
Matthew SzramoskiMATTHEW SZRAMOSKI
DIR. OF DEVE
- Total calculated
- $151,150
- From this org
- $67,789
- From related orgs
- $67,789
- Other
- $15,572
- Hours/week
- 50 + 50 related
Schedule J breakdown matched by us
- Base
- $67,789 + $67,789 related
- Bonus
- not reported
- Other
- not reported
- Deferred
- not reported
- Nontaxable benefits
- $7,786 + $7,786 related
- Filer's total
- $75,575 + $75,575 related
-
Gary UngerGARY 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
-
Philip ShorttPHILIP 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 NowackiRICHARD 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
-
Jeffrey D LarsonJEFFREY D LARSON
TREASURER
- Total calculated
- $0
- Hours/week
- 1
-
Gary L SisselGARY L SISSEL
ASSISTANT SE
- Total calculated
- $0
- Hours/week
- 1
-
Joe ManningJOE MANNING
VICE PRESIDE
- 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. 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
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.
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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
- 2024
- Filed
- 15 July 2025
- IRS schema version
- 2024v5.0
- Source object
- 202522949349300632
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