SCOTTISH RITE MASONIC MUSEUM AND LIBRARY INC Charity Report

Public IRS 990 nonprofit record

SCOTTISH RITE MASONIC MUSEUM AND LIBRARY INC

EIN 04-2493347 · Arts, Culture & Humanities (A540)

What they do

to ENGAGE and INSPIRE, THROUGH ITS EXHIBITS, PROGRAMS, and COLLECTIONS, A KNOWLEDGE and APPRECIATION of AMERICAS HISTORY, HERITAGE, CULTURE and TRADITIONS WITH A FOCUS ON THE NATIONS FORMATIVE YEARS, FREEMASONRY and FRATERNALISM. IT WILL BUILD INTEREST and SUPPORT for ITS MISSION BY EMPHASIZING THEMES of LIBERTY, PATRIOTISM, and PERSONAL and CIVIC VIRTUES. A NON-CIRCULATING RESEARCH LIBRARY and SIGNIFICANT ARCHIVES WILL BE MAINTAINED for USE BY THE PUBLIC.

Before you give

Should I give to this charity?

Easy charity check

Look at where the money went

Of every $100 spent, about $88.70 was reported for mission work. Use the spending picture below and ask what results that work produced.

Plain answer: A tax form cannot prove that a charity is doing good. It can show how the charity says it spent its money—and point out questions you should ask.

Basic facts we verified

IRS warning checkNo IRS revocation warning appears in this data.

Money report from 2024The charity has a recent tax report to read.

They explain their jobThe charity tells us what it is trying to do.

They name their leaders56 people are listed in the latest report.

You can reach themThey list contact information, so you can ask questions.

Money made simple

89.25%of revenue went to mission work88.7% of expenses · Program services

$100.67spent for every $100 of revenueSpending was higher than revenue this year.

11.42%of revenue went to management and office costs11.3% of expenses

$16.05in assets for every $1 spent this yearSome assets cannot be spent right away.

14.7%of its money came from giftsOther money may come from services or investments.

Ask these three easy questions

Who did you help? Ask for a recent story or report that shows real results.
What will my money do? Ask exactly what your gift will pay for.
Is this really the charity? Give only through its official website or confirmed phone number.

Worth asking: Expenses exceeded revenue by $24,795 this year. Ask whether that was planned or caused by a one-time event.

Pay context: The highest compensation shown in this filing is $188,228 for ELLIOT RICHARD W (TRUSTEE/ML E). Compare pay with organizations of similar size and complexity.

Bottom line: Do not decide from a name, mission statement, or tax status alone. Look at where the money went, then ask what changed, who was helped, and what your gift will do. YouCanGiveBack does not endorse or grade organizations.

Money

Financial picture

Tax year 2024

A plain-language look at the latest Form 990 figures available. These numbers help you ask better questions; they do not, by themselves, rate whether a charity is good or bad.

$100revenue

How each $100 of revenue was used

The large number compares each expense with revenue. The smaller number shows its share of total expenses.

Total reported revenue$3,692,198

Mission workProgram services$3,295,39289.25% of revenue88.7% of expenses

ManagementOffice and general costs$421,60111.42% of revenue11.3% of expenses

FundraisingAsking for donations0.00% of revenue0.0% of expenses

Total expenses$3,716,993100.67% of revenue

Expenses were greater than revenue, so the colored ring fills the available $100 and the total above 100% is shown below.

Has the pattern changed?

Colored bars = expense mix: how each year’s expenses were divided. Total expenses vs. revenue shows whether the charity spent less or more than it received. The current filing is first.

YearExpense mixDetails

2024CurrentExpense mix: 88.7% mission · 11.3% management · 0.0% fundraisingTotal expenses: 100.67% of revenue

2023Expense mix: 88.5% mission · 11.5% management · 0.0% fundraisingTotal expenses: 204.30% of revenue

2022Expense mix: 89.1% mission · 10.9% management · 0.0% fundraisingRevenue comparison unavailable

2021Expense mix: 88.1% mission · 11.9% management · 0.0% fundraisingTotal expenses: 56.96% of revenue

2020Expense mix: 88.2% mission · 11.8% management · 0.0% fundraisingTotal expenses: 34.47% of revenue

2019Expense mix: 86.1% mission · 13.9% management · 0.0% fundraisingTotal expenses: 111.00% of revenue

2018Expense mix: 86.1% mission · 13.9% management · 0.0% fundraisingTotal expenses: 93.41% of revenue

2017Expense mix: 78.9% mission · 21.1% management · 0.0% fundraisingTotal expenses: 88.68% of revenue

Money in and money out

Revenue$3,692,198

Expenses$3,716,993

Annual shortfall $24,795 Expenses were higher than revenue for this filing year.

Reported spending amounts

Mission work means the Form 990 category called program services. These are reported accounting categories—not an independent measurement of results.

Mission work (program services)$3,295,392 · 88.7% of expenses

Management and office costs$421,601 · 11.3% of expenses

See all reported dollar amounts

Revenue$3,692,198

Expenses$3,716,993

Assets$59,669,104

Income$27,689,578

Contributions$542,054

Mission work (program services)$3,295,392

Management and general$421,601

Stocks and bonds$54,252,637

Accounting fees$64,098

Investing fees$50,077

People

Leadership and board

Tax year 2024

Names, titles, time, and compensation below are reported by the organization on its Form 990.

People reported as paid

Person and titleCompensation

ELLIOT RICHARD WTRUSTEE/ML E · 35 hrs/week $188,228Base $141,609 · Other $46,619

STELLING HILARYHIGHLY COMPE · 40 hrs/week $138,903Base $102,173 · Other $36,730

ROSCOE RALPHHIGHLY COMPE · 40 hrs/week $133,042Base $113,760 · Other $19,282

HEATH ALAN RTRUSTEE · 35 hrs/week $109,186Base $73,056 · Other $36,130

MCNAUGHTON JOHN BRIANTRUSTEE/MUSE · 1 hrs/week $53,684Base · Other $53,684

WHEELER WALTER FTRSTEE/PRESI · 1 hrs/week $47,119Base · Other $47,119

HECHT KEVINTRUSTEE/DEPU · 2 hrs/week $43,964Base · Other $43,964

ROUP PAUL JTRUSTEE · 1 hrs/week $19,256Base · Other $19,256

Compensation alone does not tell whether pay is reasonable. Consider the charity’s size, work, location, and results.

See everyone listed on the board or leadership roster (56)

ELLIOT RICHARD WTRUSTEE/ML E

STELLING HILARYHIGHLY COMPE

ROSCOE RALPHHIGHLY COMPE

HEATH ALAN RTRUSTEE

MCNAUGHTON JOHN BRIANTRUSTEE/MUSE

WHEELER WALTER FTRSTEE/PRESI

HECHT KEVINTRUSTEE/DEPU

ROUP PAUL JTRUSTEE

WORK BRUCE TTRUSTEE

MCCARTHY STEPHEN JTRUSTEE

MCNAUGHTON JOHN WMTRUSTEE/FORM

MORAN DONALD MTRUSTEE

MORRIS G MICHAELTRSTEE/DPTY

PARKINSON KEITH ETRUSTEE/DEPU

PATTERSON JOHN RTRUSTEE

PERKINS PAUL RML BOARD MEM

PITTMAN ERICTRUSTEE

PLASKET LARRY STRUSTEE/CDC

POLICASTRO DOUGLAS RTRST/DP NJ/M

POWELL RICHARD JTRUSTEE/MUSE

SWALM RICKY LTRSTE/DP DE/

POYTON KENNETH FTRUSTEE

ROSS A JAMESTRUSTEE/ML V

SIMONTON JEFFRYTRUSTEE/DEPU

SMITH STEVENTR/DP RI/GLC

VANGORDEN ROGER STRUSTEE

ST PIERRE PAUL CTRUSTEE/DEPU

STEFANAKOS STEVENTRUSTEE/MUSE

STEIN HENRYTRUSTEE

TONDA RICHARD DTRUSTEE

HAISCH HENRYTRUSTEE/CDC

BREWER ELDRIDGETRUSTEE

BRYDEN JEFFREYTRUSTEE/DEPU

CLARK GREGORYTRUSTEE/DPTY

CLAY KENNETHTRSTE/DPTY N

CRACCO ANTHONYTRUSTEE

DEWOLF MICHAEL ATRUSTEE

DUQUETTE DONALD DTRUSTEE

EASTERLING JR JAMES FTRUSTEE/MUSE

ELLIOT JR PHILLIP RTRUSTEE

GARDENER STEPHENTRUSTEE

GRAFF GARY NTRUSTEE/CDC

HAINES MARK ATRUSTEE/ML B

MCINTOSH MICHAELTRUSTEE

HAMILTON GEORGETRSTEE/ML BO

HAYRYNEN JACOB ETRUSTEE

HELDMAN DONALDTRSTE/DPTY O

HUMPHREY L ARBYTRSTEE/ VP C

INGLIS SCOTT DTRSTE/DPTY M

JORDAN GREGORYTRSTE/ML SEC

KARSTENS WILLIAMTRSTE/DPTY V

KAYLOR DOUGLAS NTRUSTEE

KENNEDY CRAIG ATRUSTEE

LABAGH THOMAS RTRUSTEE/MUSE

MARSHBANKS TIMOTHEYTRUSTEE/DEPU

BARNES DAVIDTRUSTEE/MUSE

About this charity

Recognized since: January 1972
Location: 33 MARRETT ROAD, LEXINGTON, MA 02421
County: Middlesex
In care of: WHEELER WALTER F
Primary officer: WHEELER WALTER F, TRSTEE/PRESIDENT/SGC

How to reach them

WebsiteVisit the charity’s website Phone(781) 861-6559

Filing and classification

Latest tax year: 2024
Tax period began: August 1, 2024
Return type: 990
Tax preparer: DAUPHIN & FANTACONE CPAS LLP
NTEE classification: Arts, Culture & Humanities (A540)