IOWA SCOTTISH RITE MASONIC FOUNDATION Charity Report

Public IRS 990 nonprofit record

IOWA SCOTTISH RITE MASONIC FOUNDATION

EIN 42-6060659 · Education N.E.C. (B99)

What they do

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 IOWAS SCOTTISH RITE MEMBERS. SEE SCHEDULE O.THE ORGANIZATION HAS THREE AREAS of FOCUS: RITE CARE, SUPPORT of PROGRAMS THAT COMBAT ALZHEIMERS DISEASE, and LOCAL CHARITABLE EFFORTS.

Before you give

Should I give to this charity?

Easy charity check

Look at where the money went

Of every $100 spent, about $71.50 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 leaders19 people are listed in the latest report.

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

Money made simple

13.79%of revenue went to mission work71.5% of expenses · Program services

1.22%of revenue went to fundraising6.3% of expenses

$19.28spent for every $100 of revenueRevenue covered expenses this year.

4.27%of revenue went to management and office costs22.1% of expenses

$25.63in assets for every $1 spent this yearSome assets cannot be spent right away.

66.8%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.

Pay context: The highest compensation shown in this filing is $34,850 for SHANE HARSHBARGER (SECRETARY /DIRECTOR DEVELO). 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$2,078,422

Mission workProgram services$286,69413.79% of revenue71.5% of expenses

ManagementOffice and general costs$88,7214.27% of revenue22.1% of expenses

FundraisingAsking for donations$25,3501.22% of revenue6.3% of expenses

Revenue left after expensesReported annual surplus$1,677,65780.72% of revenueShown in gray on the chart

Total expenses$400,76519.28% of revenue

Gray means reported revenue left after expenses for this filing year. It does not necessarily mean cash sitting in a bank account.

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: 71.5% mission · 22.1% management · 6.3% fundraisingTotal expenses: 19.28% of revenue

2023Expense mix: 73.0% mission · 15.8% management · 11.2% fundraisingTotal expenses: 87.65% of revenue

2022Expense mix: 92.3% mission · 5.8% management · 1.9% fundraisingTotal expenses: 111.73% of revenue

2021Expense mix: 92.6% mission · 5.6% management · 1.9% fundraisingTotal expenses: 43.24% of revenue

2020Expense mix: 93.5% mission · 4.8% management · 1.6% fundraisingTotal expenses: 80.43% of revenue

2019Expense mix: 92.8% mission · 5.4% management · 1.8% fundraisingTotal expenses: 194.27% of revenue

2018Expense mix: 92.4% mission · 5.7% management · 1.9% fundraisingTotal expenses: 125.00% of revenue

2017Expense mix: 92.7% mission · 5.5% management · 1.8% fundraisingTotal expenses: 103.65% of revenue

Money in and money out

Revenue$2,078,422

Expenses$400,765

Annual surplus $1,677,657 Revenue was higher than expenses 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)$286,694 · 71.5% of expenses

Management and office costs$88,721 · 22.1% of expenses

Fundraising$25,350 · 6.3% of expenses

See all reported dollar amounts

Revenue$2,078,422

Expenses$400,765

Assets$10,271,426

Income$3,506,549

Contributions$1,388,152

Mission work (program services)$286,694

Fundraising$25,350

Grants given$1,418,163

Average grant$30,174

Management and general$88,721

Executive compensation (total)$31,500

Stocks and bonds$9,101,939

Accounting fees$16,421

Investing fees$38,922

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

SHANE HARSHBARGERSECRETARY /DIRECTOR DEVELO · 20 hrs/week $34,850

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 (19)

SHANE HARSHBARGERSECRETARY /DIRECTOR DEVELO

JOHN H GHRISTVICE PRESIDENT

WILLIAM C JACOBSONVICE PRESIDENT

THOMAS D COXDIRECTOR

THOMAS HUMBERTDIRECTOR

STEVEN G JACOBSPRESIDENT

ROBERT MYERS IIIDIRECTOR

ROBERT E BRECKENRIDGE IIVICE PRESIDENT

RICHARD O BERGEZDIRECTOR

JOHN M KLAUSDIRECTOR

BRIAN PAPPADUCASTREASURER

JEREMEY MEADDIRECTOR

HOWARD C NEESE IIDIRECTOR

H CHRIS EICHMEIERVICE PRESIDENT

GARY L SISSELDIRECTOR

DOUG B MARXDIRECTOR

DENNIS R SOEBBINGDIRECTOR

CHARLES D YATESVICE PRESIDENT

BRYCE B HILDRETHDIRECTOR

About this charity

Recognized since: January 1962
Location: 519 PARK ST, DES MOINES, IA 50309-1613
County: Polk
In care of: STEVEN G JACOBS
Primary officer: STEVEN G JACOBS, PRESIDENT

How to reach them

WebsiteVisit the charity’s website Phone(515) 288-8429

Filing and classification

Latest tax year: 2024
Tax period began: January 1, 2024
Return type: 990
Tax preparer: MERIWETHER WILSON AND COMPANY PLLC
NTEE classification: Education N.E.C. (B99)
IRS tax category: Education N.E.C.
Grant-giving organization: Yes