2024-11-13T14:42:19-06:00 2023-12-31 420731256 MERIWETHER WILSON AND COMPANY PLLC 4500 WESTOWN PARKWAY SUITE 140 WEST DES MOINES IA 502666717 990 2023-01-01 426060659 IOWA SCOTTISH RITE MASONIC FOUNDATION IOWA 5152888429 519 PARK STREET DES MOINES IA 503091680 STEVEN G JACOBS PRESIDENT 5152888429 2024-11-12 1 0 MATTHEW VOGL P01645543 5152230002 2024-11-05 2023 2024-10-15 13:58:12Z STEVEN G JACOBS 519 PARK STREET DES MOINES IA 503091680 1500699 0 X IASCOTTISHRITE.ORG X 1959 IA MAINTAIN FUNDS FOR CHARITABLE, RELIGIOUS, SCIENTIFIC, LITERARY, OR EDUCATIONAL PURPOSES. 18 17 1 50 0 0 32515 37286 0 0 313979 394323 0 18381 346494 449990 238233 253651 0 0 35705 35704 0 0 44051 113191 105043 387129 394398 -40635 55592 6289357 8063250 0 7237 6289357 8056013 X 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. 0 0 212902 187500 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 2023, THE FOUNDATION PROVIDED SCHOLARSHIPS TO 5 STUDENTS, GRANTS TO 2 EDUCATIONAL INSTITUTIONS, AND GRANTS TO 31 CHARITABLE ORGANIZATIONS. 74950 66151 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 2023, THE FOUNDATION PROVIDED GRANTS TO 6 ORGANIZATIONS. 287852 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 X 18 17 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 0 0 0 X SHANE HARSHBARGER 5152888927 519 PARK ST DES MOINES IA 50309 JOHN M KLAUS DIRECTOR 1.00 X 0 0 0 BRIAN PAPPADUCAS TREASURER 1.00 X X 0 0 0 JEREMEY MEAD DIRECTOR 1.00 X 0 0 0 H CHRIS EICHMEIER VICE PRESIDENT 1.00 X X 0 0 0 BRYCE B HILDRETH DIRECTOR 1.00 X 0 0 0 WILLIAM C JACOBSON VICE PRESIDENT 1.00 X X 0 0 0 HOWARD C NEESE II DIRECTOR 1.00 X 0 0 0 SHANE HARSHBARGER SECRETARY /DIRECTOR DEVELO 20.00 X X 33167 0 0 DENNIS R SOEBBING DIRECTOR 1.00 X 0 0 0 STEVEN G JACOBS PRESIDENT 1.00 X X 0 0 0 ROBERT E BRECKENRIDGE II VICE PRESIDENT 1.00 X X 0 0 0 JOHN H GHRIST VICE PRESIDENT 1.00 X X 0 0 0 THOMAS D COX DIRECTOR 1.00 X 0 0 0 GARY L SISSEL DIRECTOR 1.00 X 0 0 0 CHARLES D YATES VICE PRESIDENT 1.00 X X 0 0 0 ROBERT MYERS III DIRECTOR 1.00 X 0 0 0 THOMAS HUMBERT DIRECTOR 1.00 X 0 0 0 RICHARD O BERGEZ DIRECTOR 1.00 X 0 0 0 33167 0 0 0 0 0 0 0 37286 37286 213395 213395 1231637 1050709 180928 180928 180928 MISCELLANEOUS 900999 18381 18381 18381 449990 0 0 412704 228651 228651 25000 25000 33167 33167 2537 2537 5363 5363 34201 34201 12304 6573 5731 4500 4500 5062 5062 1536 1536 107 107 EDUCATIONAL EVENTS 20818 20818 ORIENT EXPENSE 6610 6610 HERITAGE FUND 5993 5993 PRINTING 4911 4911 3638 3638 394398 287852 62495 44051 147992 296780 21214 6131778 7733169 9587 12087 6289357 8063250 0 7237 0 7237 X 6289357 8056013 6289357 8056013 6289357 8063250 55592 1711064 0 X X 0 1 X 0 0 X 33890 51960 338074 32515 37286 493725 33890 51960 338074 32515 37286 493725 493725 188864 158483 174724 183199 213495 918765 1412490 0.34950 0.35890 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 CHECKS IN EXCESS OF BANK BALANCE 7237 7237 2161054 1711064 1711064 449990 0 449990 394398 0 394398 0 394398 1 ST AMBROSE UNIVERSITY 518 W LOCUST ST DAVENPORT IA 52803 420703280 GOV'T / UNIVERSITY 35000 0 SPEECH / LANGUAGE DISORDER ALZHEIMER ASSOCIATION IA CHAPTER 1730 28TH STREET WEST DES MOINES IA 50266 133039601 501(C)(3) 41151 0 ALZEHEIMER PROGRAMS TEMPLE HISTORIC PRESERVATION FOUNDATION 1733 16TH ST NW WASHINGTON DC 20009 521664576 501(C)(3) 10000 0 PRESERVATION RITE TEMPLE FUNDS UNIVERSITY OF NORTHERN IOWA 312 CORDOBA AVE CEDAR FALLS IA 50613 426004333 GOV'T / UNIVERSITY 35000 0 SPEECH / LANGUAGE DISORDER CHILDSERVE 5406 MERLE HAY RD JOHNSTON IA 50131 421157665 501(C)(3) 35000 0 SPEECH / LANGUAGE DISORDER 5 BRIGHT SCHOLAR - SCHOLARSHIPS 5 25000 PART I, LINE 2: ORGANIZATION PROVIDES GRANT FUNDS TO UNIVERSITIES FOR RESEARCH, TO INDIVIDUALS FOR SCHOLARSHIPS, AND TO OTHER ORGANIZATIONS. MONITORING PROCESS GENERALLY INCLUDES WRITTEN COMMUNICATIONS FROM RECIPIENTS DESCRIBING THEIR USE OF THE GRANT PROCEEDS AND THE RESULTS OF THE PROGRAMS OR ACTIVITIES FUNDED. THE ORGANIZATION ALSO REQUESTS A PRESENTATION BE MADE TO THE BOARD OF DIRECTORS ON A REGULAR BASIS. FORM 990, PART VI, SECTION A, LINE 6 THE MEMBERS OF THIS CORPORATION INITIALLY WERE THOSE PERSONS WHO EXECUTED THE ARTICLES OF INCORPORATION, AND SUBSEQUENTLY SUCH OTHER PERSONS AS THEY MAY BE ELECTED PURSUANT TO A MAJORITY VOTE OF THE MEMBERS PRESENT AT ANY ANNUAL OR SPECIAL MEETING OF MEMBERS, A QUORUM BEING PRESENT. THE MEMBERS OF THIS CORPORATION SHALL BE PERSONS WHO HAVE RECEIVED THE THIRTY SECOND DEGREE OF THE ANCIENT AND ACCEPTED SCOTTISH RITE OF FREEMASONRY AND ARE CURRENTLY A MEMBER IN GOOD STANDING IN AN IOWA SCOTTISH RITE VALLEY. MEMBERS MAY VOTE, SERVE ON COMMITTEES AND HOLD OFFICE. FORM 990, PART VI, SECTION A, LINE 7A ALL MEMBERS VOTE ON WHO IS ELECTED TO THE BOARD ON AN ANNUAL BASIS. FORM 990, PART VI, SECTION A, LINE 7B DISSOLUTION OF THE FOUNDATION WOULD REQUIRE A VOTE BY ITS MEMBERS. FORM 990, PART VI, SECTION B, LINE 11B A DRAFT COPY OF THE 990 IS MADE AVAILABLE TO MANAGEMENT AND DIRECTORS TO REVIEW PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C AT THE ANNUAL MEETING, THE BOARD OF DIRECTORS WILL NEED TO SIGN A FORM STATING THAT THERE IS NO CONFLICTS OF INTEREST. FORM 990, PART VI, SECTION B, LINE 15 THE BOARD ANNUALLY REVIEWS THE COMPENSATION, WORK LOAD, AND DUTIES OF THE EXECUTIVE DIRECTOR. FORM 990, PART VI, SECTION C, LINE 19 ALL DOCUMENTS REQUIRED TO BE MADE PUBLIC ARE AVAILABLE FROM THE ORGANIZATION'S OFFICES UPON REQUEST. 990, PART XII, LINE 1 THE ORGANIZATION HAD A GAAP BASED AUDIT FOR THE YEAR ENDING DECEMBER 31, 2023, AND SWITCHED TO ACCRUAL METHOD OF ACCOUNTING FOR ACCURATE REPORTING.